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812588 01-DEC-21 DEPT OF JUSTICE-ACCTNG/CASH E-PAY 3857 555.00 07-MAR-22 -----------------
Payment Document Subtotal 555.00
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Bank Account Subtotal 555.00
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Report Count: 35 Report Total 25,787.36
*** End of Report ***
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CITY OF MODESTO
COUNCIL AGENDA REPORT
DATE OF MEETING:
May 03, 2022
Date: April 12, 2022
TO: Mayor and City Council
THROUGH: Joseph P. Lopez, City Manager
FROM: DeAnna Christensen, Director of Finance
Bill Sandhu, Public Works Director
SUBJECT: Transportation Development Act - Triennial Performance Audit CONTACT: Maria Garnica, Accounting Manager, [email protected], (209) 577- 5249
DESCRIPTION:
Consider accepting the Transportation Development Act Triennial Performance Audit conducted by the Stanislaus Council of Governments for transit operations and capital expenses. (Funding:
Transit Funds)
STRATEGIC PLAN ELEMENT:
This item supports the City of Modesto 2020-2025 Strategic Plan focus of Governance and Service Delivery under Goal D. Ensure Safe, Efficient, and Reliable Infrastructure BACKGROUND:
The Transportation Development Act (TDA) of 1971 is a funding mechanism administered by the California Department of Transportation (Caltrans) through Regional Transportation Planning Agencies1 (RTPA). In Stanislaus County, the RTPA is Stanislaus Council of Governments2 (StanCOG). As the RTPA, StanCOG programs and administers TDA funds to the local jurisdictions for transit and non-transit projects. TDA funds are expended for StanCOG administration and planning of public transportation, distribution to local jurisdictions for operations of public transit systems, non-motorized projects, and streets and roads.
StanCOG is required by the California Public Utilities Code Section (PUC) 992463 to prepare and submit an audit of its performance on a triennial basis to Caltrans as a condition of 1 California Department of Transportation Regional Transportation Planning Agencieshttp://www.dot.ca.gov/hq/MassTrans/Docs-Pdfs/Jarc-NF/Cycle%206/mportparevisedlist011312.pdf 2 Stanislaus Council of Governments - http://www.stancog.org/ 3 California Public Utilities Code Section (PUC) 99246 - https://codes.findlaw.com/ca/public-utilities-code/puc-sect99246.html #14..
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City Council, May 03, 2022
Transportation Development Act - Triennial Performance Audit
receiving TDA funding. In addition to StanCOG, each transit operator in the County, including the City, is also subject to these triennial independent audits.
DISCUSSION:
The PUC requires all recipients of TDA Article 4 funding to complete an independent audit on a three-year cycle in order to maintain TDA funding eligibility. In 2021, StanCOG selected Moore & Associates, Inc., to prepare Triennial Performance Audits of itself as the RTPA and the four transit operators to which it allocates TDA funding. Moore & Associates is a consulting firm specializing in public transportation. Selection of the consultant followed a competitive procurement process.
The Triennial Performance Audit (TPA) is designed to be an independent and objective evaluation of the City as a public transit operator, providing operator management with information on the economy, efficiency, and effectiveness of its programs across the prior three fiscal years. In addition to assuring legislative and governing bodies (as well as the public) that resources are being economically and efficiently utilized, the TPA fulfills the requirement of PUC Section 99246(a) that the RTPA designate an entity other than itself to conduct a performance audit of the activities of each operator to whom it allocates TDA funds.
The TDA audit report summarizes key findings and recommendations developed during the TPA of the City’s public transit program for the period Fiscal Year (FY) 2018/19 through FY 2020/21.
During the audit period, from FY 2018/19 to FY 2020/21, the City of Modesto operated Modesto Area Express (MAX), which operates within the Modesto Urbanized Area and Salida. Riders can connect with Modesto Altamont Commuter Express (ACE), Modesto Bay Area Rapid Transit (BART) Express, Stanislaus Regional Transit (StaRT), and Amtrak. MAX provided three commuter bus services: Modesto ACE Express, Modesto BART Express, and Stockton Commuter Express. The City also operated Modesto Area Dial-A-Ride (MADAR), a door-todoor, curb-to-curb demand-response service available to registered seniors and qualifying disabled residents. On July 1, 2021, (Resolution No. 2021-06) the City of Modesto Transit Division joined with Stanislaus County Regional Transit to form a stand-alone joint power authority (JPA) known as Stanislaus Regional Transit Authority (StanRTA). With the creation of StanRTA, the City of Modesto no longer operates these transit services.
This performance audit was conducted in accordance with generally accepted government auditing standards. Those standards require that the audit team plans and performs the audit to obtain sufficient, appropriate evidence to provide a reasonable basis for its findings and conclusions based on the audit objectives. Moore & Associates has determined that the evidence obtained provides a reasonable basis for the findings and conclusions.
The audit was also conducted in accordance with the processes established by Caltrans, as outlined in the “Performance Audit Guidebook for Transit Operators and Regional Transportation Planning Entities.”
The Triennial Performance Audit includes five elements:
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Transportation Development Act - Triennial Performance Audit
Compliance requirements
Follow-up of prior report recommendations
Analysis of program data reporting
Performance audit
Functional review
The City met the test of compliance with respect to all TDA regulations.
Status of Prior Recommendations
Moore & Associates reviewed the City’s progress in addressing one recommendation made in the last audit and found that the recommendation was no longer relevant due to the formation of StanRTA. The prior audit recommendation was as follows
1. Prepare a comprehensive Short-Range Transit Plan (SRTP) with a five-to ten-year planning horizon.
Status: No longer relevant.
Findings and Recommendations
Based on discussions with City staff, analysis of program performance, and an audit of program compliance and function, the audit team presents no compliance findings. Moore & Associates identified two functional findings. While the findings do not affect TDA compliance, they were significant enough to be addressed within the report.
The functional findings were as follows
1. The full-time equivalents reported on the State Controller Reports are different from the FTE data calculated using the TDA definition
2. Incorrect performance data was reported on the State Controller Report in 2020/2021 StanRTA is aware of the functional findings in the report, but a plant to remedy these findings has yet to be implemented due to the formation of the agency.
FISCAL IMPACT:
No fiscal impact will result from the acceptance of this Triennial Performance Audit COMMITTEE RECOMMENDATION:
This item was presented to the Audit Committee at their April 11, 2022 meeting, where it was recommended to forward to Council for approval.
RECOMMENDED COUNCIL ACTION:
Staff Recommendations:
Resolution accepting the Transportation Development Act Triennial Performance Audit conducted by the Stanislaus Council of Governments for transit operations and capital expenses.
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Transportation Development Act - Triennial Performance Audit
Approved by:
DeAnna Christensen, Director of Finance
Bill Sandhu, Public Works Director
Joseph P. Lopez, City Manager
Attachments:
1. Resolution
2. Final Report – Transportation Development Act Performance Audit #14..
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MODESTO CITY COUNCIL
RESOLUTION NO. 2022-
RESOLUTION ACCEPTING THE TRANSPORTATION DEVELOPMENT ACT
TRIENNIAL PERFORMANCE AUDIT CONDUCTED BY THE STANISLAUS
COUNCIL OF GOVERNMENTS FOR TRANSIT OPERATIONS AND CAPITAL
EXPENSES
WHEREAS, the Transportation Development Act (TDA) of 1971 is a funding mechanism administered by the California Department of Transportation (Caltrans) through Regional Transportation Planning Agencies (RTPA), and WHEREAS, in Stanislaus County, the RTPA is Stanislaus Council of Governments (StanCOG), and
WHEREAS, as the RTPA, StanCOG programs and administers TDA funds to the local jurisdictions for transit and non-transit projects, and WHEREAS, TDA funds are expended for StanCOG administration and planning of public transportation, distributed to local jurisdictions for operations of public transit systems, non-motorized projects, and streets and roads, and WHEREAS, the Public Utilities Code requires all recipients of TDA funding to complete an independent audit on a three-year cycle in order to maintain TDA funding eligibility, and
WHEREAS, each transit operator in the County, including the City, is also subject to these triennial independent audits, and
WHEREAS, in 2021, StanCOG selected Moore & Associates, Inc., to prepare Triennial Performance Audits of itself as the RTPA and the four transit operators to which it allocates TDA funding, and
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WHEREAS, the TDA audit report summarizes key findings and recommendations developed during the TPA of the City’s public transit program for the period Fiscal Year (FY) 2018/19 through FY 2020/21, and WHEREAS, On July 1, 2021, (Resolution No. 2021-06) the City of Modesto Transit Division joined with Stanislaus County Regional Transit to form a stand-alone joint power authority (JPA) known as Stanislaus Regional Transit Authority (StanRTA).
With the creation of StanRTA, the City of Modesto no longer operates these transit services, and
WHEREAS, based on discussions with City staff, analysis of program performance, and an audit of program compliance and function, the audit team presented no compliance findings, and
WHEREAS, Moore & Associates identified two functional findings, that the City reported the full-time equivalents on the State Controller Reports differently than the FTE data calculated using the TDA definition, and incorrect performance data was reported on the State Controller Report in 2020/2021. StanRTA is aware of the functional findings in the report, but a plan to remedy these findings has yet to be implemented due to the formation of the agency. While the findings do not affect TDA compliance, they were significant enough to be addressed within this audit.
NOW, THEREFORE BE IT RESOLVED, by the Council of the City of Modesto that it hereby accepts the Transportation Development Act Triennial Performance Audit conducted by the Stanislaus Council of Governments for transit operations and capital expenses.
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The foregoing resolution was introduced at a regular meeting of the Council of the City of Modesto held on the 3rd day of May, 2022, by Councilmember ?, who moved its adoption, which motion being duly seconded by Councilmember ?, was upon roll call carried and the resolution adopted by the following vote:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ATTEST: _________________________________
DIANE NAYARES-PEREZ, CMC, City Clerk
APPROVED AS TO FORM:
BY: __________________________________
JOSE M. SANCHEZ, City Attorney
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moore
& associates
Stanislaus Council of Governments
FY 2019 - FY 2021
TDA Triennial Performance Audit of
City of Modesto
FINAL REPORT
FEBRUARY 2022
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
i
Table of Contents
Chapter 1 | Executive Summary ............................................................. 1 Chapter 2 | Audit Scope and Methodology ............................................ 3 Chapter 3 | Program Compliance ........................................................... 7 Chapter 4 | Prior Recommendations .................................................... 13 Chapter 5 | Data Reporting Analysis ..................................................... 15 Chapter 6 | Performance Analysis ........................................................ 17 Chapter 7 | Functional Review .............................................................. 35 Chapter 8 | Findings and Recommendations ........................................ 49 #14..
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Final Report
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Final Report
iii
Table of Exhibits
Exhibit 1.1 Summary of Audit Recommendations .................................................................................... 2 Exhibit 3.1 Transit Development Act Compliance Requirements ............................................................. 9 Exhibit 5.1 Data Reporting Comparison ................................................................................................. 16 Exhibit 6.1 System Performance Indicators ........................................................................................... 21 Exhibit 6.2 System Ridership ................................................................................................................. 22 Exhibit 6.3 System Operating Cost/VSH ................................................................................................ 22 Exhibit 6.4 System Operating Cost/VSM................................................................................................ 22 Exhibit 6.5 System VSM/VSH................................................................................................................. 22 Exhibit 6.6 System Operating Cost/Passenger ....................................................................................... 23 Exhibit 6.7 System Passengers/VSH ...................................................................................................... 23 Exhibit 6.8 System Passengers/VSM ...................................................................................................... 23 Exhibit 6.9 System VSH/FTE .................................................................................................................. 23 Exhibit 6.10 System Farebox Recovery .................................................................................................. 24 Exhibit 6.11 System Fare/Passenger...................................................................................................... 24 Exhibit 6.12 Fixed-Route Performance Indicators .................................................................................. 26 Exhibit 6.13 Fixed-Route Ridership........................................................................................................ 27 Exhibit 6.14 Fixed-Route Operating Cost/VSH ....................................................................................... 27 Exhibit 6.15 Fixed-Route Operating Cost/VSM ...................................................................................... 27 Exhibit 6.16 Fixed-Route VSM/VSH ....................................................................................................... 27 Exhibit 6.17 Fixed-Route Operating Cost/Passenger .............................................................................. 28 Exhibit 6.18 Fixed-Route Passengers/VSH ............................................................................................. 28 Exhibit 6.19 Fixed-Route Passengers/VSM ............................................................................................ 28 Exhibit 6.20 Fixed-Route VSH/FTE ......................................................................................................... 28 Exhibit 6.21 Fixed-Route Farebox Recovery ........................................................................................... 29 Exhibit 6.22 Fixed-Route Fare/Passenger .............................................................................................. 29 Exhibit 6.23 Demand-Response Performance Indicators ....................................................................... 31 Exhibit 6.24 Demand-Response Ridership ............................................................................................. 32 Exhibit 6.25 Demand-Response Operating Cost/VSH............................................................................. 32 Exhibit 6.26 Demand-Response Operating Cost/VSM ............................................................................ 32 Exhibit 6.27 Demand-Response VSM/VSH ............................................................................................. 32 Exhibit 6.28 Demand-Response Operating Cost/Passenger ................................................................... 33 Exhibit 6.29 Demand-Response Passengers/VSH................................................................................... 33 Exhibit 6.30 Demand-Response Passengers/VSM .................................................................................. 33 Exhibit 6.31 Demand-Response VSH/FTE .............................................................................................. 33 Exhibit 6.32 Demand-Response Farebox Recovery ................................................................................ 34 Exhibit 6.33 Demand-Response Fare/Passenger.................................................................................... 34 Exhibit 7.1 Fixed-Route Fare Structure .................................................................................................. 36 Exhibit 7.2 Demand-Response Fare Structure ....................................................................................... 36 #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
iv
Exhibit 7.3 Organizational Chart ............................................................................................................ 38 Exhibit 7.4 City of Modesto’s Transit Fleet ............................................................................................ 45 Exhibit 8.1 Audit Recommendations ..................................................................................................... 50 #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
1 Chapter 1 | Executive Summary
In 2021, the Stanislaus Council of Governments (StanCOG) selected Moore & Associates, Inc., to prepare Triennial Performance Audits of itself as the RTPA and the four transit operators to which it allocates TDA funding.
The California Public Utilities Code requires all recipients of Transit Development Act (TDA) Article 4 funding to undergo an independent performance audit on a three-year cycle in order to maintain funding eligibility. Audits of Article 8 recipients are encouraged.
The Triennial Performance Audit is designed to be an independent and objective evaluation of the City of Modesto as a public transit operator, providing operator management with information on the economy, efficiency, and effectiveness of its programs across the prior three fiscal years. In addition to assuring legislative and governing bodies (as well as the public) that resources are being economically and efficiently utilized, the Triennial Performance Audit fulfills the requirement of PUC Section 99246(a) that the RTPA designate an entity other than itself to conduct a performance audit of the activities of each operator to whom it allocates funds.
This chapter summarizes key findings and recommendations developed during the Triennial Performance Audit (TPA) of the City’s public transit program for the period:
• Fiscal Year 2018/19,
• Fiscal Year 2019/20, and
• Fiscal Year 2020/21.
During the audit period, the City of Modesto operated Modesto Area Express (MAX), which is comprised of nineteen local fixed- routes and three commuter routes. The local service operates within the Modesto Urbanized Area and Salida. Riders can connect with Modesto ACE Express, Modesto BART Express, Stanislaus Regional Transit (StaRT), and Amtrak. MAX provided three commuter bus services: Modesto ACE Express, Modesto BART Express, and Stockton Commuter Express. The City also operated Modesto Area Dial-A-Ride (MADAR), a door-to-door, curb-to-curb demand-response service available to registered seniors and qualifying disabled residents.
This performance audit was conducted in accordance with generally accepted government auditing standards. Those standards require that the audit team plans and performs the audit to obtain sufficient, appropriate evidence to provide a reasonable basis for its findings and conclusions based on the audit objectives. Moore & Associates believes the evidence obtained provides a reasonable basis for our findings and conclusions.
This audit was also conducted in accordance with the processes established by the California Department of Transportation (Caltrans), as outlined in the Performance Audit Guidebook for Transit Operators and Regional Transportation Planning Entities.
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
2 The Triennial Performance Audit includes five elements:
• Compliance requirements,
• Prior recommendations,
• Analysis of program data reporting,
• Performance Audit, and
• Functional review.
Test of Compliance
Based on discussions with City staff, analysis of program performance, and an audit of program compliance and function, the auditors present no compliance findings.
Status of Prior Recommendations
The prior audit – completed in May 2019 by Moore & Associates, Inc. for the three fiscal years ending June 30, 2018 – included one recommendation:
1. Prepare a comprehensive SRTP with a five- to ten-year planning horizon.
Status: No longer relevant.
Findings and Recommendations
Based on discussions with City staff, analysis of program performance, and a review of program compliance and function, the audit team submits no compliance findings for the City of Modesto.
The audit team has identified two functional findings. While these findings are not compliance findings, the audit team believes they warrant inclusion in this report:
1. The full-time equivalents reported on the State Controller Reports are different from the FTE data calculated using the TDA definition.
2. Incorrect performance data was reported on the State Controller Report in 2020/21.
In completing this Triennial Performance Audit, we submit the following recommendations for the City’s public transit program. They have been divided into two categories: TDA Program compliance recommendations and functional recommendations. TDA program compliance recommendations are intended to assist in bringing the operator into compliance with the requirements and standards of the TDA, while Functional Recommendations address issues identified during the triennial audit that are not specific to TDA compliance.
Given there are no compliance findings, only functional recommendations are provided.
Exhibit 1.1 Summary of Audit Recommendations
Functional Recommendations Importance Timeline
1 Ensure the correctly calculated FTE data is included on the State Controller Report. Medium FY 2021/22
2 Ensure performance data is accurately reported to the State Controller. Medium FY 2022/23
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
3 Chapter 2 | Audit Scope and Methodology
The Triennial Performance Audit (TPA) of the City of Modesto’s public transit program covers the threeyear period ending June 30, 2021. The California Public Utilities Code requires all recipients of Transit Development Act (TDA) funding to complete an independent review on a three-year cycle in order to maintain funding eligibility.
In 2021, the Stanislaus Council of Governments selected Moore & Associates, Inc., to prepare Triennial Performance Audits of itself as the RTPA and the four transit operators to which it allocates TDA funding. Moore & Associates is a consulting firm specializing in public transportation, including audits of non-TDA Article 4 recipients. Selection of Moore & Associates followed a competitive procurement process.
The Triennial Performance Audit is designed to be an independent and objective evaluation of the City f Modesto as a public transit operator. Direct benefits of a Triennial Performance Audit include providing operator management with information on the economy, efficiency, and effectiveness of its programs across the prior three years; helpful insight for use in future planning; and assuring legislative and governing bodies (as well as the public) that resources are being economically and efficiently utilized.
Finally, the Triennial Performance Audit fulfills the requirement of PUC Section 99246(a) that the RTPA designate an entity other than itself to conduct a performance audit of the activities of each operator to whom it allocates funds.
This performance audit was conducted in accordance with generally accepted government auditing standards. Those standards require that the audit team plans and performs the audit to obtain sufficient, appropriate evidence to provide a reasonable basis for its findings and conclusions based on the audit objectives. The auditors believe the evidence obtained provides a reasonable basis for our findings and conclusions.
The audit was also conducted in accordance with the processes established by the California Department of Transportation (Caltrans), as outlined in the Performance Audit Guidebook for Transit Operators and Regional Transportation Planning Entities, as well as Government Audit Standards published by the U.S.
Comptroller General.
Objectives
A Triennial Performance Audit (TPA) has four primary objectives:
1. Assess compliance with TDA regulations;
2. Review improvements subsequently implemented as well as progress toward adopted goals;
3. Evaluate the efficiency and effectiveness of the transit operator; and
4. Provide sound, constructive recommendations for improving the efficiency and functionality of the transit operator.
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
4 Scope
The TPA is a systematic review of performance evaluating the efficiency, economy, and effectiveness of the transit operator. The audit of the City of Modesto included five tasks:
1. A review of compliance with TDA requirements and regulations.
2. A review of the status of recommendations included in the prior Triennial Performance Audit.
3. A verification of the methodology for calculating performance indicators including the following activities:
• Assessment of internal controls,
• Test of data collection methods,
• Calculation of performance indicators, and
• Evaluation of performance.
4. Comparison of data reporting practices:
• Internal reports,
• State Controller Reports, and
• National Transit Database.
5. Examination of the following functions:
• General management and organization;
• Service planning;
• Scheduling, dispatching, and operations;
• Personnel management and training;
• Administration;
• Marketing and public information; and
• Fleet maintenance.
6. Conclusions and recommendations to address opportunities for improvement based upon analysis of the information collected and the audit of the transit operator’s major functions.
Methodology
The methodology for the Triennial Performance Audit of the City of Modesto included thorough review of documents relevant to the scope of the audit, as well as information contained on the City’s website.
The documents reviewed included the following (spanning the full three-year period):
• Monthly performance reports;
• State Controller Reports;
• Annual budgets;
• TDA fiscal audits;
• Transit marketing collateral;
• TDA claims;
• Fleet inventory;
• Preventive maintenance schedules and forms;
• California Highway Patrol Terminal Inspection reports; • National Transit Database reports;
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
5 • Accident/road call logs; and
• Organizational chart.
Given impacts of the ongoing COVID-19 pandemic, the methodology for this audit included a virtual site visit with City representatives on August 16, 2021. The audit team met with Adam Barth (Transit Manager), Dero In (Transit Analyst), Roland Fecteau (Transit Analyst), Angela Swanson (Transit Analyst), David Barr (Fleet Manager), Rosa Garcia-White (General Manager, Storer Transit Systems), Kandi Lomeli (Operations Manager, National Express Transit), Jan Curre (General Manager, National Express Transit), and Phil McGuire (Interim Executive Director, Stanislaus RTA), and reviewed materials germane to the triennial audit.
This report is comprised of eight chapters divided into three sections:
1. Executive Summary: A summary of the key findings and recommendations developed during the Triennial Performance Audit process.
2. TPA Scope and Methodology: Methodology of the review and pertinent background information.
3. TPA Results: In-depth discussion of findings surrounding each of the subsequent elements of the audit:
• Compliance with statutory and regulatory requirements, • Status of prior recommendations,
• Consistency among reported data,
• Performance measures and trends,
• Functional audit, and
• Findings and recommendations.
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
7 Chapter 3 | Program Compliance
This section examines the City of Modesto’s compliance with the Transportation Development Act as well as relevant sections of the California Code of Regulations. An annual certified fiscal audit confirms TDA funds were apportioned in conformance with applicable laws, rules, and regulations. The City considers full use of funds under California Code of Regulations (CCR) 6754(a) as referring to operating funds but not capital funds. The TPA findings and related comments are delineated in Exhibit 3.1.
Status of compliance items was determined through discussions with City staff as well as an inspection of relevant documents including the fiscal audits for each year of the triennium, State Controller annual filings, California Highway Patrol terminal inspections, National Transit Database reports, year-end performance reports, and other compliance-related documentation.
No compliance items were identified for the City of Modesto.
Developments Occurring During the Audit Period
The last half of the audit period is markedly different from the first half. The impacts of the COVID-19 pandemic resulted in significant declines in ridership and revenue. In many instances, transit operators strove to retain operations staff despite adopting a reduced schedule, resulting in significant changes to many cost-related performance metrics. While infusions of funding through the CARES Act mitigated some of the lost revenues for federally funded programs, most transit operators have yet to return to prepandemic ridership and fare levels. As a result, the Triennial Performance Audits will provide an assessment not only of how COVID-19 impacted each organization, as well as how it responded to the crisis.
In addition to the COVID-19 pandemic, recent and proposed changes to the TDA may result in audit reports that look somewhat different than in prior years. In the nearly 50 years since introduction of the Transportation Development Act, there have been many changes to public transportation in California.
Many operators have faced significant challenges in meeting the farebox recovery ratio requirement, calling into question whether it remains the best measure for TDA compliance. In 2018, the chairs of California’s state legislative transportation committees requested the California Transit Association spearhead a policy task force to examine the TDA, which resulted in a draft framework for TDA reform released in early 2020. The draft framework maintains the farebox recovery ratio requirement, but eliminates financial penalties and allows more flexibility with respect to individual operator targets. These changes have yet to be implemented.
Assembly Bill 90, signed into law on June 29, 2020, provided temporary regulatory relief for transit operators required to conform with Transportation Development Act (TDA) farebox recovery ratio thresholds in FY 2019/20 and FY 2020/21. While the ability to maintain state mandates and performance measures is important, AB 90 offered much-needed relief from these requirements for these years impacted by the COVID-19 pandemic while TDA reform continues to be discussed. #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
8 AB 90 included the following provisions specific to transit operator funding through the TDA:
1. It prohibited the imposition of the TDA revenue penalty on an operator that did not maintain the required ratio of fare revenues to operating cost during FY 2019/20 or FY 2020/21.
2. It required the Controller to calculate and publish the allocation of transit operator revenue-based funds made pursuant to the State Transit Assistance (STA) Program for FY 2020/21 and FY 2021/22 based on the same individual operator ratios published by the Controller in a specified transmittal memo, and authorized the Controller to revise that transmittal memo, as specified. It required the Controller to use specified data to calculate those individual operator ratios. Upon allocation of the transit operator revenue-based funds to local transportation agencies pursuant to this provision, the Controller would publish the amount of funding allocated to each operator.
3. It exempted an operator from having to meet either of the STA efficiency standards for FY 2020/21 and FY 2021/22 and authorized the operator to use those funds for operating or capital purposes during that period.
4. It required the Controller to allocate State of Good Repair (SOGR) program funding for FY 2020/21 and FY 2021/22 to recipient transit agencies pursuant to the individual operator ratios published in the above-described transmittal memo.
5. It required the Controller to allocate Low Carbon Transit Operations Program (LCTOP) funding for FY 2020/21 and FY 2021/22 to recipient transit agencies pursuant to the individual operator ratios published in the above-described transmittal memo.
Assembly Bill 149, signed into law on July 16, 2021, provided additional regulatory relief with respect to Transportation Development Act (TDA) compliance. It extended the provisions of AB 90 through FY 2022/23 as well as provided additional regulatory relief including:
1. Waiving the annual productivity improvement requirement of Section 99244 through FY 2022/23.
2. Adding a temporary provision exempting operators from farebox recovery ratio requirements provided they expend at least the same amount of local funds as in FY 2018/19.
3. Expanding the definition of “local funds” to enable the use of federal funding, such as the CARES Act or CRRSAA, to supplement fare revenues and allows operators to calculate free and reduced fares at their actual value.
4. Adjusting the definition of operating cost to exclude the cost of ADA paratransit services, demandresponse and micro-transit services designed to extend access to service, ticketing/payment systems, security, some pension costs, and some planning costs.
5. Allowing operators to use STA funds as needed to keep transit service levels from being reduced or eliminated through FY 2022/23.
AB 149 also called for an examination of the triennial performance audit process, to ensure the practice continues to be effective and beneficial.
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
9 Exhibit 3.1 Transit Development Act Compliance Requirements Compliance Element Reference Compliance Comments
State Controller Reports submitted on
time. PUC 99243 In compliance
FY 2018/19: January 17, 2020
FY 2019/20: January 29, 2021
FY 2020/21: January 21, 2022
Fiscal and compliance audits submitted
within 180 days following the end of the
fiscal year (or with up to 90-day extension).
PUC 99245 In compliance
FY 2018/19: November 26, 2019
FY 2019/20: November 13, 2020
FY 2020/21: November 24, 2021
Operator’s terminal rated as satisfactory by
CHP within the 13 months prior to each
TDA claim.
PUC 99251 B In compliance
March 1, 2018
March 20, 2019
July 22, 2020
July 21, 2021
Operator’s claim for TDA funds submitted
in compliance with rules and regulations
adopted by the RTPA.
PUC 99261 In compliance
If operator serves urbanized and nonurbanized areas, it has maintained a ratio of fare revenues to operating costs at least
equal to the ratio determined by the rules
and regulations adopted by the RTPA.
PUC 99270.1 Not applicable
Except as otherwise provided, the
allocation for any purpose specified under
Article 8 may in no year exceed 50% of the
amount required to meet the total
planning expenditures for that purpose.
PUC 99405 Not applicable
An operator receiving allocations under
Article 8(c) may be subject to regional,
countywide, or subarea performance
criteria, local match requirements, or fare
recovery ratios adopted by resolution of
the RTPA.
PUC 99405 Not applicable
The operator’s operating budget has not
increased by more than 15% over the
preceding year, nor is there a substantial
increase or decrease in the scope of
operations or capital budget provisions for
major new fixed facilities unless the
operator has reasonably supported and
substantiated the change(s).
PUC 99266 In compliance
Fixed-route
FY 2018/19: +7.30%
FY 2019/20: +0.57%
FY 2020/21: +10.94%
Demand-response:
FY 2018/19: -1.04%
FY 2019/20: -11.00%
FY 2020/21: +19.32%
The increase in the DAR budget
was the transition from a
contractor-owned fleet to a Cityowned fleet, resulting in higher costs for services, materials and
supplies, and labor.
The operator’s definitions of performance
measures are consistent with the Public
Utilities Code Section 99247.
PUC 99247 In compliance
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
10 Compliance Element Reference Compliance Comments
If the operator serves an urbanized area, it
has maintained a ratio of fare revenues to
operating cost at least equal to one-fifth
(20 percent).
PUC 99268.2,
99268.4,
99268.1
In compliance
FY 2018/19: 20.66%
FY 2019/20: 20.75%
FY 2020/21: 9.15%
Penalties waived for FY 2020
and FY 2021 due to AB 90 and
AB 149.
If the operator serves a rural area, it has
maintained a ratio of fare revenues to
operating cost at least equal to one-tenth
(10 percent).
PUC 99268.2,
99268.4,
99268.5
Not applicable
For a claimant that provides only services
to elderly and handicapped persons, the
ratio of fare revenues to operating cost
shall be at least 10 percent.
PUC 99268.5,
CCR 6633.5 In compliance
FY 2018/19: 10.03%
FY 2019/20: 10.01%
FY 2020/21: 4.74%
Penalties waived for FY 2020
and FY 2021 due to AB 90 and
AB 149.
The current cost of the operator’s
retirement system is fully funded with
respect to the officers and employees of its
public transportation system, or the
operator is implementing a plan approved
by the RTPA, which will fully fund the
retirement system for 40 years.
PUC 99271 In compliance
The City contracts for its transit
operations. City staff have
retirement benefits through
CalPERS.
If the operator receives State Transit
Assistance funds, the operator makes full
use of funds available to it under the Urban
Mass Transportation Act of 1964 before
TDA claims are granted.
CCR 6754 (a) (3) In compliance
In order to use State Transit Assistance
funds for operating assistance, the
operator’s total operating cost per revenue
hour does not exceed the sum of the
preceding year’s total plus an amount
equal to the product of the percentage
change in the CPI for the same period
multiplied by the preceding year’s total
operating cost per revenue hour. An
operator may qualify based on the
preceding year’s operating cost per
revenue hour or the average of the three
prior years. If an operator does not meet
these qualifying tests, the operator may
only use STA funds for operating purposes
according to a sliding scale.
PUC 99314.6 In compliance
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
11 Compliance Element Reference Compliance Comments
A transit claimant is precluded from
receiving monies from the Local
Transportation Fund and the State Transit
Assistance Fund in an amount which
exceeds the claimant's capital and
operating costs less the actual amount of
fares received, the amount of local support
required to meet the fare ratio, the
amount of federal operating assistance,
and the amount received during the year
from a city or county to which the operator
has provided services beyond its
boundaries.
CCR 6634 In compliance
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
13 Chapter 4 | Prior Recommendations
This section reviews and evaluates the implementation of prior Triennial Performance Audit recommendations. This objective assessment provides assurance the City has made quantifiable progress toward improving both the efficiency and effectiveness of its public transit program.
The prior audit – completed in May 2019 by Moore & Associates, Inc. for the three fiscal years ending June 30, 2018 – included one recommendation:
1. Prepare a comprehensive SRTP with a five- to ten-year planning horizon.
Discussion: While the City prepared a “mini” updated SRTP that was adopted in 2018, that Plan only includes improvements through 2020. As elements of that Plan are implemented, the City should prepare a more formal and comprehensive SRTP to provide a comprehensive blueprint for the City to maintain a 20 percent farebox recovery ratio as well as continue to provide appropriate service for the Modesto community.
The auditor recommended the City budget for the development of a formal, comprehensive Short Range Transit Plan to guide program and service development across the next five to ten years.
Progress: This recommendation is no longer relevant. The City’s service was consolidated with the County of Stanislaus (StaRT) under the Stanislaus Regional Transit Authority (Stan RTA). In August 2021, Stan RTA initiated work on a Comprehensive Operational Analysis.
Status: No longer relevant.
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
15 Chapter 5 | Data Reporting Analysis
An important aspect of the Triennial Performance Audit process is assessing how effectively and consistently the transit operator reports performance statistics to local, state, and federal agencies. Often as a condition of receipt of funding, an operator must collect, manage, and report data to different entities. Ensuring such data are consistent can be challenging given the differing definitions employed by different agencies as well as the varying reporting timeframes. This chapter examines the consistency of performance data reported by the City of Modesto, both internally as well as to outside entities during the audit period.
• Operating cost: There were slight variances between operating cost as reported in the three documents reviewed. However, these variances were modest and were likely the result of some costs not being included in some reports.
• Fare Revenue: Fare revenue was fairly consistently reported among all three reports. • Vehicle Service Hours (VSH): In FY 2018/19 and FY 2019/20, vehicle service hours were generally consistently reported in the State Controller and NTD reports, but these differed from the data reported in the monthly reports. It is likely the data from the monthly performance reports reflects unaudited performance data, which resulted in the variance. In addition, the NTD report includes Taxi data, which is not included in the State Controller Report. In FY 2020/21, however, the VSH reported to the State Controller is significantly lower than that reported elsewhere. The origin of this data is unknown, though it is more consistent with the hours operated during an average weekday or Sunday than the annual total as reported elsewhere. • Vehicle Service Miles (VSM): Vehicle service miles were generally consistently reported among all three reports. However, Taxi data was not included in the State Controller Report in FY 2019/20 or FY 2020/21. In addition, demand-response VSM reported in the FY 2020/21 State Controller Report was approximately 17 percent higher than that reported elsewhere. It appears the VSM reported on the State Controller Report represents total vehicle miles, rather than vehicle revenue miles.
• Passengers: Ridership was generally consistently reported in the State Controller and NTD reports, but these differed from the data reported in the monthly reports. It is likely the data from the monthly performance reports reflects unaudited performance data, which resulted in the variance. In addition, in FY 2019/20 and FY 2020/21, the NTD report includes Taxi data, which is not included in the State Controller Report.
• Full-Time Equivalent (FTE) Employees: During FY 2018/19 and FY 2019/20, FTE as reported to the State Controller was not consistent with the FTE methodology and calculation provided during this audit. The methodology reflected the TDA definition, which divides hours worked by 2,000.
The FTE reported to the State Controller was less than the calculated FTE. The cause of the variance is unclear. In FY 2020/21, this data is reported correctly. #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
16 Exhibit 5.1 Data Reporting Comparison
FY 2018/19 FY 2019/20 FY 2020/21
TDA fiscal audit $19,233,941 $18,626,908 $22,891,535
National Transit Database $18,399,145 $18,931,777 $23,028,131 State Controller Report $17,889,723 $18,414,643 $20,666,638 TDA fiscal audit $2,678,586 $2,017,339 $1,457,866
National Transit Database $2,678,586 $2,051,518 $1,133,925 State Controller Report $2,678,586 $2,051,519 $1,133,926 Monthly Performance Reports 180,184 193,971 203,639
National Transit Database 193,291 208,903 214,421
State Controller Report 191,767 208,276 7,371
Monthly Performance Reports 2,466,320 2,188,086 2,581,268 National Transit Database 2,229,019 2,399,619 2,515,597 State Controller Report 2,229,019 2,520,124 2,564,335
Monthly Performance Reports 2,089,428 2,056,047 1,158,666 National Transit Database 2,265,448 2,057,603 1,163,627 State Controller Report 2,265,448 2,055,963 1,163,591
State Controller Report 190 204 231
Per TDA methodology 201 221 231
Full-Time Equivalent Employees
Performance Measure System-Wide
Operating Cost (Actual $)
Fare Revenue (Actual $)
Vehicle Service Hours (VSH)
Vehicle Service Miles (VSM)
Passengers
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
17 Chapter 6 | Performance Analysis
Performance indicators are typically employed to quantify and assess the efficiency of a transit operator’s activities. Such indicators provide insight into current operations as well as trend analysis of operator performance. Through a review of indicators, relative performance as well as possible inter-relationships between major functions is revealed.
The Transportation Development Act (TDA) requires recipients of TDA funding to track and report five performance indicators:
• Operating Cost/Passenger,
• Operating Cost/Vehicle Service Hour,
• Passengers/Vehicle Service Hour,
• Passengers/Vehicle Service Mile, and
• Vehicle Service Hours/Employee.
To assess the validity and use of performance indicators, the audit team performed the following activities:
• Assessed internal controls in place for the collection of performance-related information,
• Validated collection methods of key data,
• Calculated performance indicators, and
• Evaluated performance indicators.
The procedures used to calculate TDA-required performance measures for the current triennium were verified and compared with indicators included in similar reports to external entities (i.e., State Controller and Federal Transit Administration).
Operating Cost
The Transportation Development Act requires an operator to track and report transit-related costs reflective of the Uniform System of Accounts and Records developed by the State Controller and the California Department of Transportation. The most common method for ensuring this occurs is through a compliance audit report prepared by an independent auditor in accordance with California Code of Regulations Section 66671
. The annual independent financial audit should confirm the use of the Uniform System of Accounts and Records. Operating cost – as defined by PUC Section 99247(a) – excluded the following during the audit period2
:
• Cost in the depreciation and amortization expense object class adopted by the State Controller pursuant to PUC Section 99243,
1 CCR Section 6667 outlines the minimum tasks which must be performed by an independent auditor in conducting the annual fiscal and compliance audit of the transit operator.
2 Given the passage of AB 149, the list of excluded costs will be expanded beginning with FY 2021/22. #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
18 • Subsidies for commuter rail services operated under the jurisdiction of the Interstate Commerce Commission,
• Direct costs of providing charter service, and
• Vehicle lease costs.
Vehicle Service Hours and Miles
Vehicle Service Hours (VSH) and Miles (VSM) are defined as the time/distance during which a revenue vehicle is available to carry fare-paying passengers, and which includes only those times/miles between the time or scheduled time of the first passenger pickup and the time or scheduled time of the last passenger drop-off during a period of the vehicle's continuous availability.3 For example, demandresponse service hours include those hours when a vehicle has dropped off a passenger and is traveling to pick up another passenger, but not those hours when the vehicle is unavailable for service due to driver breaks or lunch. For both demand-response and fixed-route services, service hours will exclude hours of "deadhead" travel to the first scheduled pick-up, and will also exclude hours of "deadhead" travel from the last scheduled drop-off back to the terminal. For fixed-route service, a vehicle is in service from first scheduled stop to last scheduled stop, whether or not passengers board or exit at those points (i.e., subtracting driver lunch and breaks but including scheduled layovers).
Passenger Counts
According to the Transportation Development Act, total passengers is equal to the total number of unlinked trips (i.e., those trips that are made by a passenger that involve a single boarding and departure), whether revenue-producing or not.
Employees
Employee hours is defined as the total number of hours (regular or overtime) which all employees have worked, and for which they have been paid a wage or salary. The hours must include transportation system-related hours worked by persons employed in connection with the system (whether or not the person is employed directly by the operator). Full-Time Equivalent (FTE) is calculated by dividing the number of person-hours by 2,000.
Fare Revenue
Fare revenue is defined by California Code of Regulations Section 6611.2 as revenue collected from the farebox plus sales of fare media.
3 A vehicle is considered to be in revenue service despite a no-show or late cancellation if the vehicle remains available for passenger use.
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
19 TDA Required Indicators
To calculate the TDA indicators for the City of Modesto, the following sources were employed:
• Operating Cost was not independently calculated as part of this audit. Operating Cost data were obtained via NTD reports for each fiscal year covered by this audit. Operating Cost from the reports was compared against that reported in the City’s audited financial reports and State Controller Reports and appeared to be consistent with TDA guidelines. In accordance with PUC Section 99247(a), the reported costs excluded depreciation and other allowable expenses.
• Fare Revenue was not independently calculated as part of this audit. Fare revenue data were obtained via NTD reports for each fiscal year covered by this audit. Fare revenue from the reports was compared against that reported in the City’s audited financial reports and State Controller Reports and appeared to be consistent with TDA guidelines as well as the uniform system of accounts.
• Vehicle Service Hours (VSH) data were obtained via NTD reports for each fiscal year covered by this audit and compared to monthly performance reports. The City’s calculation methodology is consistent with PUC guidelines.
• Vehicle Service Miles (VSM) data were obtained via NTD reports for each fiscal year covered by this audit and compared to monthly performance reports. The City’s methodology is consistent with PUC guidelines.
• Unlinked trip data were obtained via NTD reports for each fiscal year covered by this audit and compared to monthly performance reports. The City’s methodology is consistent with PUC guidelines.
• Full-Time Equivalent (FTE) data were obtained from the City of Modesto for each fiscal year covered by this review. Use of the TDA definition regarding FTE calculation was confirmed; however, it should be noted there was a discrepancy between the FTE calculation provided and what was reported to the State Controller in FY 2018/19 and FY 2019/20.
System Performance Trends
Systemwide, operating cost rose steadily throughout the current and prior audit periods. Between FY 2015/16 and FY 2020/21, there was a net 45.7 percent increase in operating cost. The most significant increase occurred in FY 2020/21, which experienced a 21.6 percent increase. A portion of this increase may be due to the assumption of the Ceres service in FY 2020/21. Fare revenues, however, decreased consistently during the same period. Fare revenues were heavily impacted by the COVID-19 pandemic, resulting in a 57.7 percent decrease during the audit period and a 61.2 percent net decrease over the sixyear span.
Vehicle service hours (VSH) generally increased across the six-year period, for an increase of 10.9 percent during the audit period and a net 13.5 percent increase over the past six years. Vehicle service miles (VSM), on the other hand, were mixed, decreasing during FY 2017/18 and FY 2018/19. This resulted in an increase of 12.9 percent during the audit period, but a net increase of just 4.3 percent since FY 2015/16.
Ridership has been declining for a number of years, but decreased sharply in FY 2020/21 due to the COVID19 pandemic. Overall, ridership decreased by 48.6 percent during the audit period, and 64.1 percent over #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
20 the six-year period. Double-digit ridership decreases in FY 2016/17 and FY 2018/19 led to this significant decrease.
Cost-related metrics typically provide an indicator of a system’s efficiency, while passenger-related metrics offer insight into its productivity. Improvements are characterized by increases in passengerrelated metrics and decreases in cost-related metrics. Cost-related metrics generally increased over the audit period, though operating cost per VSH and operating cost per VSM saw brief improvements in FY 2019/20. Operating cost per passenger was the most affected, since operating cost increased as ridership decreased. Unsurprisingly, passenger-related metrics fell, with passengers per VSH and passengers per VSM each decreasing by approximately 54 percent during the audit period. #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
21 Exhibit 6.1 System Performance Indicators
Sources: FY 2015/16 - FY 2020/21 operational data from NTD reports.
FY 2015/16 - FY 2017/18 FTE data from State Controller Reports.
FY 2018/19 - FY 202021 FTE data provided by the City of Modesto.
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 Operating Cost (Actual $) $15,801,166 $16,867,898 $16,619,405 $18,399,145 $18,931,777 $23,028,131 Annual Change 6.8% -1.5% 10.7% 2.9% 21.6%
Fare Revenue (Actual $) $2,925,192 $2,777,226 $2,801,679 $2,678,586 $2,051,518 $1,133,925 Annual Change -5.1% 0.9% -4.4% -23.4% -44.7%
Vehicle Service Hours (VSH) 188,969 192,693 192,550 193,291 208,903 214,421 Annual Change 2.0% -0.1% 0.4% 8.1% 2.6%
Vehicle Service Miles (VSM) 2,412,948 2,446,111 2,299,413 2,229,019 2,399,619 2,515,597 Annual Change 1.4% -6.0% -3.1% 7.7% 4.8%
Passengers 3,241,665 2,878,789 2,686,938 2,265,448 2,057,603 1,163,627 Annual Change -11.2% -6.7% -15.7% -9.2% -43.4%
Employees 176 173 190 201 221 231
Annual Change -1.7% 9.8% 5.8% 10.0% 4.5%
Performance Indicators
Operating Cost/VSH (Actual $) $83.62 $87.54 $86.31 $95.19 $90.62 $107.40 Annual Change 4.7% -1.4% 10.3% -4.8% 18.5%
Operating Cost/Passenger (Actual $4.87 $5.86 $6.19 $8.12 $9.20 $19.79 Annual Change 20.2% 5.6% 31.3% 13.3% 115.1%
Passengers/VSH 17.15 14.94 13.95 11.72 9.85 5.43
Annual Change -12.9% -6.6% -16.0% -16.0% -44.9%
Passengers/VSM 1.34 1.18 1.17 1.02 0.86 0.46
Annual Change -12.4% -0.7% -13.0% -15.6% -46.1%
Farebox Recovery 18.5% 16.5% 16.9% 14.6% 10.8% 4.9%
Annual Change -11.1% 2.4% -13.6% -25.6% -54.6%
Hours/Employee 1073.7 1113.8 1013.4 961.6 945.3 928.2
Annual Change 3.7% -9.0% -5.1% -1.7% -1.8%
TDA Non-Required Indicators
Operating Cost/VSM $6.55 $6.90 $7.23 $8.25 $7.89 $9.15
Annual Change 5.3% 4.8% 14.2% -4.4% 16.0%
VSM/VSH 12.77 12.69 11.94 11.53 11.49 11.73
Annual Change -0.6% -5.9% -3.4% -0.4% 2.1%
Fare/Passenger $0.90 $0.96 $1.04 $1.18 $1.00 $0.97
Annual Change 6.9% 8.1% 13.4% -15.7% -2.3%
Performance Measure System-wide
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
22 Exhibit 6.2 System Ridership Exhibit 6.3 System Operating Cost/VSH Exhibit 6.4 System Operating Cost/VSM Exhibit 6.5 System VSM/VSH 3,241,665
2,878,789
2,686,938
2,265,448
2,057,603
1,163,627
0 500,000
3,500,000
3,000,0002,500,000
2,000,000
1,500,0001,000,000
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 $83.62
$87.54
$86.31
$95.19 $90.62
$107.40
$0.00
$80.00$60.00$40.00$20.00
$120.00
$100.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 $6.55
$6.90
$7.23
$8.25 $7.89
$9.15
$9.00$8.00$7.00$6.00$5.00$4.00$3.00$2.00
$1.00
$0.00
$10.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21
12.77 12.69
11.94 11.53 11.49
11.73 13.00
12.5012.0011.5011.0010.50
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
23 Exhibit 6.6 System Operating Cost/Passenger Exhibit 6.7 System Passengers/VSH Exhibit 6.8 System Passengers/VSM Exhibit 6.9 System VSH/FTE $4.87
$5.86
$6.19
$8.12
$9.20
$19.79
$5.00$0.00
$25.00
$20.00$15.00$10.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21
17.15 14.94
13.95 11.72
9.85 5.43
8.006.004.002.000.00
20.0018.00
16.0014.0012.0010.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21
1.34 1.18 1.17
1.02 0.86
0.46 1.601.401.201.000.800.600.40
0.20 0.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 1,073.7
1,113.8
1,013.4
961.6
945.3
928.2
950
900850800
1150110010501000
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
24 Exhibit 6.10 System Farebox Recovery Exhibit 6.11 System Fare/Passenger
18.5%
16.5% 16.9%
14.6%
10.8%
4.9%
8.0%6.0%4.0%2.0%0.0%
20.0%18.0%16.0%14.0%
12.0%
10.0%
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 $0.90 $0.96
$1.04
$1.18
$1.00 $0.97
$1.40
$1.20$1.00
$0.80
$0.60$0.40$0.20$0.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
25 Fixed-Route Performance Trends
Fixed-route operating cost rose steadily throughout the current and prior audit periods. Between FY 2015/16 and FY 2020/21, there was a net 51.6 percent increase in operating cost. The most significant increase occurred in FY 2020/21, which experienced a 21.3 percent increase. Fare revenues, however, decreased pretty consistently during the same period. Fare revenues were heavily impacted by the COVID19 pandemic, resulting in a 59.6 percent decrease during the audit period and a 62.2 percent net decrease over the six-year span.
Vehicle service hours (VSH) increased across the six-year period, for an increase of 17.5 percent during the audit period and a 27.7 percent increase over the past six years. Vehicle service miles (VSM), on the other hand, were mixed, decreasing during FY 2017/18 and FY 2018/19. This resulted in an increase of 20 percent during the audit period, and a net increase of 14.4 percent since FY 2015/16.
Ridership has been declining for a number of years, but decreased sharply in FY 2020/21 due to the COVID19 pandemic. Overall, fixed-route ridership decreased by 49.2 percent during the audit period, and 64.3 percent over the six-year period. Double-digit ridership decreases in FY 2016/17 and FY 2018/19 led to this significant decrease.
Cost-related metrics generally increased over the audit period, though operating cost per VSH and operating cost per VSM saw brief improvements in FY 2019/20. Operating cost per passenger was the most affected, since operating cost increased as ridership decreased. Unsurprisingly, passenger-related metrics fell, with passengers per VSH and passengers per VSM each decreasing by approximately 57 percent during the audit period.
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
26 Exhibit 6.12 Fixed-Route Performance Indicators
Sources: FY 2015/16 - FY 2020/21 operational data from NTD reports.
FY 2015/16 - FY 2017/18 FTE data from State Controller Reports.
FY 2018/19 - FY 202021 FTE data provided by the City of Modesto.
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 Operating Cost (Actual $) $12,981,003 $13,779,289 $13,659,109 $15,107,616 $16,221,964 $19,673,400 Annual Change 6.1% -0.9% 10.6% 7.4% 21.3%
Fare Revenue (Actual $) $2,598,624 $2,460,410 $2,512,594 $2,431,343 $1,858,233 $981,447 Annual Change -5.3% 2.1% -3.2% -23.6% -47.2%
Vehicle Service Hours (VSH) 151,089 156,258 161,231 164,250 183,197 192,965 Annual Change 3.4% 3.2% 1.9% 11.5% 5.3%
Vehicle Service Miles (VSM) 1,947,743 1,991,113 1,903,908 1,858,108 2,074,235 2,228,854 Annual Change 2.2% -4.4% -2.4% 11.6% 7.5%
Passengers 3,108,307 2,762,922 2,589,049 2,182,079 1,987,698 1,108,987 Annual Change -11.1% -6.3% -15.7% -8.9% -44.2%
Employees 130 128 132 159 181 191
Annual Change -1.5% 3.1% 20.5% 13.8% 5.5%
Performance Indicators
Operating Cost/VSH (Actual $) $85.92 $88.18 $84.72 $91.98 $88.55 $101.95 Annual Change 2.6% -3.9% 8.6% -3.7% 15.1%
Operating Cost/Passenger (Actual $) $4.18 $4.99 $5.28 $6.92 $8.16 $17.74 Annual Change 19.4% 5.8% 31.2% 17.9% 117.4%
Passengers/VSH 20.57 17.68 16.06 13.29 10.85 5.75
Annual Change -14.1% -9.2% -17.3% -18.3% -47.0%
Passengers/VSM 1.60 1.39 1.36 1.17 0.96 0.50
Annual Change -13.0% -2.0% -13.6% -18.4% -48.1%
Farebox Recovery 20.0% 17.9% 18.4% 16.1% 11.5% 4.99%
Annual Change -10.8% 3.0% -12.5% -28.8% -56.4%
Hours/Employee 1162.2 1220.8 1221.4 1033.0 1012.1 1010.3 Annual Change 5.0% 0.1% -15.4% -2.0% -0.2%
TDA Non-Required Indicators
Operating Cost/VSM $6.66 $6.92 $7.17 $8.13 $7.82 $8.83
Annual Change 3.8% 3.7% 13.3% -3.8% 12.9%
VSM/VSH 12.89 12.74 11.81 11.31 11.32 11.55
Annual Change -1.2% -7.3% -4.2% 0.1% 2.0%
Fare/Passenger $0.84 $0.89 $0.97 $1.11 $0.93 $0.88
Annual Change 6.5% 9.0% 14.8% -16.1% -5.3%
Performance Measure Fixed-Route
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
27 Exhibit 6.13 Fixed-Route Ridership Exhibit 6.14 Fixed-Route Operating Cost/VSH Exhibit 6.15 Fixed-Route Operating Cost/VSM Exhibit 6.16 Fixed-Route VSM/VSH 3,108,307
2,762,922
2,589,049
2,182,079
1,987,698
1,108,987
-
500,000
3,500,000
3,000,000 2,500,000
2,000,000
1,500,000 1,000,000
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 $85.92
$88.18
$84.72
$91.98 $88.55
$101.95
$0.00
$80.00$60.00$40.00$20.00
$120.00
$100.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 $6.66
$6.92
$7.17
$8.13 $7.82
$8.83
$9.00$8.00$7.00$6.00$5.00$4.00$3.00$2.00
$1.00
$0.00
$10.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21
12.89 12.74
11.81 11.31 11.32
11.55 13.50
13.0012.5012.0011.5011.0010.50
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
28 Exhibit 6.17 Fixed-Route Operating Cost/Passenger Exhibit 6.18 Fixed-Route Passengers/VSH Exhibit 6.19 Fixed-Route Passengers/VSM Exhibit 6.20 Fixed-Route VSH/FTE $4.18 $4.99 $5.28
$6.92
$8.16
$17.74
$8.00$6.00$4.00$2.00$0.00
$20.00$18.00
$16.00$14.00$12.00$10.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21
20.57 17.68
16.06 13.29
10.85 5.75
5.000.00
25.0020.0015.00
10.00 FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21
1.60 1.39 1.36
1.17 0.96
0.50 1.801.601.401.201.000.800.600.40
0.20 0.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 1,162.2
1,220.8 1,221.4
1,033.0 1,012.1 1,010.3
0.0 800.0
600.0
400.0200.0
1400.01200.01000.0
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 #14..
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
29 Exhibit 6.21 Fixed-Route Farebox Recovery Exhibit 6.22 Fixed-Route Fare/Passenger
20.0%
17.9% 18.4%
16.1%
11.5%
4.99%
5.0%0.0%
25.0%
20.0%15.0%10.0%
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 $0.84 $0.89
$0.97
$1.11
$0.93 $0.88
$1.20
$1.00$0.80$0.60$0.40$0.20$0.00
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
30 Demand-Response Performance Trends
Note: Demand-response performance indicators reflect data from both the MADAR and taxi programs.
Demand-response operating cost fluctuated from year to year. Between FY 2015/16 and FY 2020/21, there was a net 5.5 percent increase in operating cost. The most significant increase occurred in FY 2020/21, which experienced a 23.8 percent increase; however, this resulted in a net increase of just 1.9 percent during the audit period. Fare revenues, however, decreased consistently during the same period.
Fare revenues were heavily impacted by the COVID-19 pandemic, resulting in a 38.3 percent decrease during the audit period and a 53.3 percent net decrease over the six-year span.
Vehicle service hours (VSH) decreased across the six-year period, for an decrease of 26.1 percent during the audit period and a 43.4 percent decrease over the past six years. Vehicle service miles (VSM)also steadily declined. This resulted in an decrease of 22.7 percent during the audit period, and a decrease of
38.4 percent since FY 2015/16.
Ridership has also been declining for a number of years. Overall, demand-response ridership decreased by 34.5 percent during the audit period, and 59 percent over the six-year period. Double-digit ridership decreases each year of the six-year period resulted in this significant decrease.
Cost-related metrics generally increased over the audit period, though all saw brief improvements in FY 2019/20. Operating cost per passenger was the most affected, since operating cost increased as ridership decreased, though to much less of a degree than the fixed-route service. Unsurprisingly, passengerrelated metrics fell, with passengers per VSH and passengers per VSM decreasing by 11.3 percent and
15.2 percent, respectively, during the audit period.
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
31 Exhibit 6.23 Demand-Response Performance Indicators
Sources: FY 2015/16 - FY 2020/21 operational data from NTD reports.
FY 2015/16 - FY 2017/18 FTE data from State Controller Reports.
FY 2018/19 - FY 202021 FTE data provided by the City of Modesto.
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 Operating Cost (Actual $) $3,179,964 $3,088,609 $2,960,296 $3,291,529 $2,709,813 $3,354,731 Annual Change -2.9% -4.2% 11.2% -17.7% 23.8%
Fare Revenue (Actual $) $326,568 $316,816 $289,085 $247,243 $193,285 $152,478 Annual Change -3.0% -8.8% -14.5% -21.8% -21.1%
Vehicle Service Hours (VSH) 37,880 36,435 31,319 29,041 25,706 21,456 Annual Change -3.8% -14.0% -7.3% -11.5% -16.5%
Vehicle Service Miles (VSM) 465,205 454,998 395,505 370,911 325,384 286,743 Annual Change -2.2% -13.1% -6.2% -12.3% -11.9%
Passengers 133,358 115,867 97,889 83,369 69,905 54,640
Annual Change -13.1% -15.5% -14.8% -16.1% -21.8%
Employees 46 45 58 42 40 40
Annual Change -2.2% 28.9% -27.6% -4.8% 0.0%
Performance Indicators
Operating Cost/VSH (Actual $) $83.95 $84.77 $94.52 $113.34 $105.42 $156.35 Annual Change 1.0% 11.5% 19.9% -7.0% 48.3%
Operating Cost/Passenger (Actual $) $23.85 $26.66 $30.24 $39.48 $38.76 $61.40 Annual Change 11.8% 13.4% 30.6% -1.8% 58.4%
Passengers/VSH 3.52 3.18 3.13 2.87 2.72 2.55
Annual Change -9.7% -1.7% -8.2% -5.3% -6.4%
Passengers/VSM 0.29 0.25 0.25 0.22 0.21 0.19
Annual Change -11.2% -2.8% -9.2% -4.4% -11.3%
Farebox Recovery 10.3% 10.3% 9.8% 7.5% 7.1% 4.5%
Annual Change -0.1% -4.8% -23.1% -5.0% -36.3%
Hours/Employee 823.5 809.7 540.0 691.5 642.7 536.4
Annual Change -1.7% -33.3% 28.1% -7.1% -16.5%
TDA Non-Required Indicators
Operating Cost/VSM $6.84 $6.79 $7.48 $8.87 $8.33 $11.70 Annual Change -0.7% 10.3% 18.6% -6.2% 40.5%
VSM/VSH 12.28 12.49 12.63 12.77 12.66 13.36
Annual Change 1.7% 1.1% 1.1% -0.9% 5.6%
Fare/Passenger $2.45 $2.73 $2.95 $2.97 $2.76 $2.79
Annual Change 11.7% 8.0% 0.4% -6.8% 0.9%
Performance Measure Demand-Response
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TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
32 Exhibit 6.24 Demand-Response Ridership Exhibit 6.25 Demand-Response Operating Cost/VSH Exhibit 6.26 Demand-Response Operating Cost/VSM Exhibit 6.27 Demand-Response VSM/VSH 133,358
115,867
97,889
83,369
69,905
54,640
-
80,000 60,000 40,000 20,000
160,000 140,000
120,000 100,000
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 $83.95 $84.77
$94.52
$113.34 $105.42
$156.35
$0.00
$80.00$60.00$40.00$20.00
$180.00$160.00
$140.00$120.00$100.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 $6.84 $6.79
$7.48
$8.87 $8.33
$11.70
$8.00
$6.00
$4.00$2.00$0.00
$14.00
$12.00$10.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21
12.28 12.49
12.63 12.77
12.66 13.36
13.6013.4013.2013.0012.8012.6012.4012.2012.00
11.80 11.60
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
33 Exhibit 6.28 Demand-Response Operating Cost/Passenger Exhibit 6.29 Demand-Response Passengers/VSH Exhibit 6.30 Demand-Response Passengers/VSM Exhibit 6.31 Demand-Response VSH/FTE $23.85
$26.66
$30.24
$39.48 $38.76
$61.40
$0.00
$70.00
$60.00$50.00
$40.00
$30.00$20.00$10.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21
3.52 3.18 3.13
2.87 2.72
2.55 4.003.503.002.502.001.50
1.00 0.500.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21
0.29 0.25 0.25
0.22 0.21
0.19 0.3500.3000.2500.200
0.150
0.1000.0500.000
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 823.5 809.7
540.0
691.5
642.7
536.4
0.0 900.0800.0700.0600.0500.0400.0300.0200.0
100.0
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
34 Exhibit 6.32 Demand-Response Farebox Recovery Exhibit 6.33 Demand-Response Fare/Passenger
10.3% 10.3%
9.8%
7.5% 7.1%
4.5%
8.0%6.0%4.0%2.0%0.0%
12.0%
10.0%
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 $2.45
$2.73
$2.95 $2.97
$2.76 $2.79
$3.50
$3.00$2.50
$2.00
$1.50$1.00$0.50$0.00
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
35 Chapter 7 | Functional Review
A functional review of the City of Modesto’s public transit program is intended to assess the effectiveness and efficiency of the operator. Following a general summary of the City’s transit services, this chapter addresses seven functional areas. The list, taken from Section III of the Performance Audit Guidebook published by Caltrans, reflects those transit services provided by the City through its transit program:
• General management and organization;
• Service planning;
• Scheduling, dispatch, and operations;
• Personnel management and training;
• Administration;
• Marketing and public information; and
• Fleet maintenance.
Service Overview
During the audit period, the City of Modesto operated Modesto Area Express (MAX), which is comprised of nineteen local fixed- routes and three commuter routes. The local service operates within the Modesto Urbanized Area and Salida. Service is available on weekdays from 5:45 a.m. through 9:30 p.m., Saturdays from 7:15 a.m. through 9:00 p.m., and Sundays from 8:45 a.m. through 8:15 p.m. The service does not operate on designated holidays. Riders may connect with Modesto ACE Express, Modesto BART Express, Stanislaus Regional Transit (StaRT), and Amtrak.
The City operated three commuter bus services: Modesto ACE Express, Modesto BART Express, and Stockton Commuter Express. The ACE service provides three trips in the morning from Modesto's Vintage Faire Mall park and ride to the Lathrop/Manteca Altamont Commuter Express and four return trips in the evening. The BART service operates five round trips between the Modesto Transit Center and the Dublin/Pleasanton BART station. The Stockton Commuter service operates six round trips between the Modesto Transit Center and the Stockton Transit Center. All three services operate on weekdays only.
The City also operated Modesto Area Dial-A-Ride (MADAR), a door-to-door, curb-to-curb demandresponse service available to registered seniors and qualified disabled residents. Trips are provided on a first-come, first served basis. Requests for service may be made the day before or up to seven days in advance.
During the audit period, day passes, seven-day passes, and 31-day passes were available for purchase on smartphones via Token Transit as well as at the City of Modesto Finance Department, Modesto Area Express office, and Escalon City Hall. Ticket books and passes were also available for purchase by mail.
MAX to BART, MAX to ACE, and MAX to Stockton tickets and passes could be purchased only at the City of Modesto Finance Department, Modesto Area Express office and via Token Transit. Modesto Junior College students could ride fare-free by displaying their student ID card with a current semester sticker. #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
36 Exhibit 7.1 Fixed-Route Fare Structure
Fare Category Fare
Regular one-way fare $2.00
Student fare (preschool – college with valid ID) $1.50
MJC student (with valid ID) Free
Discounted one-way fare (senior 65+/disabled/Medicare card holders, youth age 5-18) $1.00 Student field trips (per person, pre-paid) $.50
Children age 4 and under (when accompanied by a parent/guardian) Free Personal Care Attendant (PCA) (when accompanying an eligible individual) Free All day pass $4.00
Discounted All day pass (senior 65+/disabled/Medicare card holders, youth age 5-18) $2.00 7-day pass $15.00
Regular 31-day pass $58.00
Student 31-day pass $48.00
Discounted 31-day pass (senior 65+/disabled/Medicare card holders) $29.00 Regular single-ride tickets (pack of 50) $100.00
Student single-ride tickets (pack of 50) $75.00
Discounted single-ride tickets (pack of 50) $50.00
MAX to ACE
One-way fare $3.00
20-ride ticket $42.00
MAX to BART
One-way fare $14.00
Round-trip fare $16.00
20-ride ticket $160.00
7-day pass $50.00
31-day pass $175.00
MAX to Stockton
One-way fare $5.00
Round-trip fare $7.00
20-ride ticket $70.00
7-day pass $25.00
31-day pass $100.00
Exhibit 7.2 Demand-Response Fare Structure
Fare Category Fare
One-way cash fare $3.00
10-ride ticket pack $30.00
Children under 5 (when accompanied by a parent/guardian) Free Personal Care Attendant (PCA) Free
Response to COVID-19 pandemic
The COVID-19 pandemic resulted in a 50-percent loss of ridership on both fixed-route and dial-a-ride services. This had a significant effect on the system through reduced farebox revenue, new requirements on buses, and the effect on operating staff. The City also implemented social distancing and rear-door boarding, and suspended fares between April and October 2020 to minimize contact. Operations staff had to reduce services for a time due to staffing shortages. Everything is now back to normal operations. #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
37 Staff estimates ridership as of August 2021 was still down about 40 percent from pre-COVID numbers.
They hope free-fare periods during FY 2021/22 (not related to COVID) will encourage riders to return to using transit.
As of July 2021, paratransit was at approximately 91 percent of its pre-COVID ridership. Adaptations are making transit highly desirable. Because of single-rider trips, the service essentially functions as a taxi.
Riders have responded very well, despite the service not being included in the July 2021 free-fare promotion.
Transition to StanRTA
Effective July 1, 2021, the City merged its transit service with the County of Stanislaus under the Stanislaus Regional Transit Authority. This was the outgrowth of the 2019 Transit Efficiency and Innovations Study, which recommended consolidation as a potential solution to ongoing farebox compliance and funding challenges. MAX and StaRT continued to operate as their individual services between July and December 2021. In August 2021, a consultant was selected to prepare a Comprehensive Operations Analysis and a new operations contractor was selected to operate the consolidated service.
In January 2022, the service began operation as a single system branded as The S under the new operations contractor (Transdev). The following functional review describes the City’s practices and functions during the audit period. Current and future practices and functions are included in the triennial performance audit of the Stanislaus Regional Transit Authority.
General Management and Organization
Management monitors key performance indicators through monthly reports from the two operations contractors. City staff meets with operations contractors regularly, at least monthly, to discuss performance and how to improve. Issues are addressed frequently with resolutions and are documented through GoModesto or through oversight meeting agendas.
The Transit department is organized effectively and appropriately staffed, with internal reporting clearly defined. There is a vacant position for a bus stop maintenance person that would be beneficial to fill.
The City recently added routes to Stockton, Ceres, and Escalon. The Escalon service is provided through a contract between the City of Modesto and the City of Escalon. Escalon provides buses, planning, and schedules, while MAX provides operation. Data was gathered specific to these changes and its impact was measured using existing goals and objectives. The City is still in its first year of operating the new routes.
The seven-member Modesto City Council serves as the City’s principal policy-making body. Members are elected to four-year terms and are limited to two consecutive terms. The City Council meets the first, second, and third Tuesday of the month at 5:30 p.m. at Modesto City Hall (1010 10th Street). This location is served by all but one MAX route via the City’s transit center, located two blocks away.
The City went through a procurement process in late 2019 for paratransit, and there was some opposition to how that process unfolded. Council canceled the procurement and moved forward in a different direction. The issue was resolved in early 2020.
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
38 The relationship with StanCOG and neighboring operators have been positive. The neighboring operators will contact the City if they need help with an issue they are having. The City maintains an effective and positive relationship with Caltrans and the FTA.
Exhibit 7.3 Organizational Chart
Service Planning
The City assesses performance against established goals and objectives on a monthly basis. The City also assesses goals to determine if they are still relevant on a monthly basis. The City typically meets its goals and objectives on an annual basis; however, it did not achieve ridership goals during the pandemic.
No Short Range Transit Plan has been developed since 2018 due to the formation of the consolidated JPA.
The City addresses special transportation needs through provision of fixed-route, complementary ADA paratransit, and demand responsive services. Planning activities are coordinated through formal planning efforts, most recently the 2018 Short Range Transit Plan. Additionally, the agency staff participates in community organizations, organizations serving those with disabilities, senior organizations, group living facilities, etc. for ongoing collaboration. The City also conducts outreach sessions with the public to formally gather information on transportation needs and to share updates on transit activities.
Surveys are generally conducted as part of a larger planning effort (such as the SRTP). The City tries to do at least one survey a year. The most recent MAX customer survey was conducted in 2019 on the fixedroute system. Surveys are typically conducted at the Transit Center or in-person.
The City of Modesto actively works to identify residential, retail, office, and industrial development centers which may require transportation. An agreement exists with Modesto Junior College where students can ride fare-free by displaying a valid student ID. #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
39 The City also engages the public in many outreach events. Public meetings are held in advance of fare or route changes, not just to warn the public, but to give them an opportunity to tell the City how things are working before plans are finalized. The City also has an ADA advisory group. The group is not a formally adopted body with appointed members, but the City holds about three meetings per year with the inviting community ADA users and organizations to participate. While attendance is small, the meetings tend to be very productive. This was especially the case when the City was entertaining the possibility of a new contractor and changes to the service. Participation at informal outreach events invites more honest discourse, which has allowed MAX staff to engage the public effectively, informally, and personally.
Administration
The Transit Manager and the Fleet Manager, with assistance from the Financial Analyst, do the budgeting for transit on an annual basis. It is then incorporated into the City budget and goes to council. Budgets are reviewed on a monthly basis to determine if actuals and budgeted expenses are sufficient for the remaining fiscal year. If actuals substantially exceed budgeted expectations, a review of charges to account is performed to determine if any erroneous transactions have been charged to the account. If charges are appropriate, the City determines if the budget can be taken from another expense account or if it needs a budget increase using any deferred revenues. The City presents the audited financial statements to the Finance Committee and then to City Council once per year.
The City uses Oracle for its accounting software and Central Square H5 for invoicing and receivables. The City also uses RASWIN to receipt bus passes and cash transactions.
One of the Transit Analysts is responsible for applying for grants and milestone reporting. If a grant is awarded, it will be taken to City Council for approval. Once approved, a grant application is created in the FTA’s TrAMS system. After a grant application is completed, the next step is for the City to report on the grant every quarter, bi-annually, or annually. After all activities have been completed and the grant has been expended, a request for closeout of the grant will be initiated.
The Risk Management Division maintains a data-driven program of active loss prevention aiming to reduce the occurrence of vehicle accidents, employee injuries, and personal injury/property claims. All employees receive initial training on risk management procedures including the workers’ compensation process, what to do in an auto accident, and how to handle general liability claims in the field. The City employs two highly qualified third-party administrators for its workers compensation and general liability programs, respectively.
A procedure is in place for processing accident and injury claims. All injuries and accidents are investigated. A police report is made for all vehicle accidents, and they are reviewed by a committee for preventability. Employee injuries are reported through a hotline, with access to a registered nurse for triage, and entered into the workers’ compensation. Claims for damage/injury to other parties are investigated through the City’s general liability claims process which complies with the California Tort Claims Act. Workers’ Compensation and General Liability claims are administered by third-parties without oversight by City Risk Management staff.
The City is self-insured with an SIR of $1,000,000 for general liability and auto, and $750,000 for workers’ comp. The City is a member of the Authority for California Cities Excess Liability (ACCEL), a risk-sharing #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
40 pool, with additional excess liability layers up to $50M. For workers’ comp, the City purchases excess insurance through PRISM (formerly CSAC-EIA) up to statutory limits.
The City’s safety program is based on an effective Injury and Illness Prevention Program which includes provisions for hazard identification including safety inspections, employee observation, and periodic program reviews. The City also has a Safety Management Committee which reviews accident reports to recommend corrective actions to prevent recurrence. The City employs a Safety Officer and a Safety Specialist who lead proactive loss prevention activities such as a monthly all hands training, safety inspections, observations, training programs, etc.
The City, as a local government entity, has an Emergency Operations Plan which aligns with the Stanislaus County plan. Each location also has its own internal emergency action plan for evacuating employees and the public. It does not maintain a transit-specific disaster preparedness plan.
Contract management responsibilities are clearly assigned within the organization. Contractor invoices are submitted monthly. The City utilizes a hybrid approach to maintaining the transit facilities. In-house staff is the first to respond for trouble tickets and for normal preventative maintenance items. The City leverages vendor support on an as-needed basis (due to staff resources or workload impacts) to minimize impacts to the customers and operations. The one exception is custodial services, which are outsourced, currently to Kellermeyer Bergensons Services. Typical vendor support may involve electrical, mechanical, and plumbing, as well as glazing replacements.
Timesheets are all electronic. The Transit Manager reviews timesheets for the transit division on a biweekly basis. Payroll is prepared and audited by three payroll staff with oversight by the Senior Financial Analyst and wires approvals by the Accounting Manager and/or the Director of Finance. The City offers direct deposit. Paychecks are direct deposited city-wide for approximately 1,500 employees.
Invoice terms, quantities, and prices are verified against approved purchase orders. A system is in place which ensures goods or services have been received before an invoice is paid.
All procurement activity is to be conducted with the goal of completing the procurement in the most open, competitive, and fair manner and in compliance with all applicable City policies, as well as all State and Federal law, regulation and policy, as applicable. The City has its own Procurement Manual. The policies and procedures regarding competitive bids, quotes, and contracting are well-defined and appropriate. The City competitively procures fuel, vehicles, and other items of major expense. On some occasions, the City does cooperate with other organizations to purchase a similar item.
The City does not have an internal audit function.
Scheduling, Dispatch, and Operations
With two operations contracts, the City of Modesto has slightly different practices for scheduling, dispatch, and operations. These are addressed specific to each contractor below.
MAX (National Express Transit)
MAX fixed-route service is operated out of the City’s transit operations and maintenance facility.
Drivers, dispatchers, and customer service representatives are represented by Teamsters Local #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
41 386. National Express Transit (NEXT) has 139 full-time drivers and two part-time drivers. A fulltime employee is someone who works 32 hours and is full time. Once hired, full-time drivers are guaranteed 38 hours of pay per week (per the collective bargaining agreement/CBA), unless they call off sick. They are guaranteed that many hours of pay if they are able to work.
Drivers are assigned to routes and shifts via a bid process. Drivers bid on route and shift assignment every three months per the CBA. The bid is by seniority of hire date per the labor agreement. Commuter route assignments are reserved for drivers who meet the requirements of no attendance issues, no customer complaints, and no accidents/incidents. They must also be in good standing with the company.
Due to COVID-19, NEXT is about five to ten drivers short. Call-out time is two hours prior to the beginning of the shift. Road supervisors and dispatchers are trained and licensed to drive.
All drivers are qualified to drive every route and service except BART routes, which require more training and certification. They also have to be specially trained to operate the electric Proterra vehicles. Currently, 58 drivers are trained on the Proterra vehicles.
City staff pulls and dumps farebox vaults at the fuel island/probing station in the City’s operations and maintenance facility. Loomis armored car service picks up the fares and handles all counting.
MADAR (Storer Transit Systems)
Modesto Area Dial-A-Ride (MADAR) is operated under contract with Storer out of its Doker Drive facility shared with the County of Stanislaus (and formerly with the City of Ceres). Storer has 26 full-time and two part-time drivers. Storer defines a full-time driver as one that worked more than 30 hours per week or 2,000 hours per year. Part-time drivers are typically part-time by their choice. They serve as vacation relief and an extra board. Driver turnover was at approximately eight percent prior to COVID. Since April 2020, the turnover rate has been around 17 percent.
Drivers are assigned to shifts based on seniority and schedule availability. A schedule of shifts is posted two weeks in advance. Shift assignments are reviewed on a regular basis and adjusted based on service demand. Drivers can request a modification to their shift assignments two weeks in advance, prior to each posting of the schedule. Once the schedule of work shifts is posted drivers can switch shifts with other drivers with dispatch approval.
There are a sufficient number of drivers to operate the service. Call-out time is two hours prior to the shift. Job performance evaluations are combined with Storer’s Incentive Accountability Program and consist of regular evaluations and annual evaluations. Employees receive positive feedback and constructive coaching on areas that need improvement on a regular basis.
MADAR uses Diamond drop-vault fareboxes. They are emptied Monday and Thursday nights and switched out with empty vaults. They are then opened at the City which handles all counting and deposits in the City’s accounts (Transit counts the fares, while Finance reconciles and deposits the fares).
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
42 Personnel Management and Training
With two operations contracts, the City has slightly different practices for personnel management and training. These are addressed specific to each contractor below.
MAX (National Express Transit)
NEXT provides a sufficient number of drivers. Recruiting methods include advertising, banners, magnetic signs, web tactics, Indeed.com, 16 advertising sites, social media, flyers, and word of mouth. The experience level of recruits is mixed, with some needing comprehensive training and others coming in with a commercial license. Road supervisors and dispatchers are trained and licensed to drive.
While NEXT does not have issues with recruitment, it is difficult to find candidates who pass both the background check and drug testing. In some cases, they hire five, two show up for training, and one will quit.
All drivers are qualified to drive every route and service except BART routes, which require more training and certification. They also have to be specially trained to operate the electric Proterra vehicles. This training is done in house. Initial driver training comprises a minimum of 144 hours and includes classroom, behind-the-wheel, cadetting, and Proterra training. Further training includes harassment, bullying, theft, behind-the-wheel yard skills, operation of a bus, pre-trip, post-trip, then observations of all routes, geography, route studies, and training specific to pass the CDL test.
Management motivates employees through incentives, perks, barbecues, contests, bonuses, employee of the month, hero of the month, parking passes, wall of fame, face-to-face check-ins, communications, positive feedback, verbal coaching, and daily interaction with all staff, drivers, and managers.
NEXT does its best to have an evaluation semiannually, unless a driver is having a difficult time in any area, whether that is customer service, wheelchair, right-hand turns, left-hand turns, etc. If any driver receives a complaint or an incident, they are automatically referred for retraining.
There is a clear policy regarding absences and tardiness in both the Driver’s Handbook and CBA.
In addition, the driver’s handbook and NEXT’s CBA outline a progressive discipline policy.
There are paid benefits for full-time drivers and all union members. Benefits include accidental death, dismemberment, retirement, short-term and long-term critical illness. Staff and management have benefits and pay a portion of the premium. Part-time employees receive sick leave only.
MADAR (Storer)
MADAR recruitment is ongoing. Storer utilizes advertising, banners, magnetic signs, web tactics, Indeed, 16 advertising sites, social media, flyers, and word of mouth to recruit new drivers. They were able to transfer some school bus drivers who were laid off for COVID from the school bus division to the transit division, which significantly simplified training. #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
43 MADAR drivers must hold a commercial driver’s license (Class B), with a passenger endorsement.
Drivers must also have a valid, up-to-date Commercial Medical Certificate and clear background check and hold a valid General Public Paratransit Certificate or a Verification of Transit Training Certificate. Drivers driving in taxi service must hold a taxi permit and clear a background check.
Storer’s Employee Incentive Program helps with motivating employees. The Incentive Program gives employees the opportunity to earn a monetary bonus that ranges from $150 to $500 per year based on attendance, job performance, safety, customer service, etc. In addition, Storer has a Driver of the Month Award, a quarterly Dispatch STAR Award (Supportive, Team Player, Accountable, and Responsible), a quarterly Customer Service AAA Award (Awesome Agent Award), and an Employee of the Year award. It also holds an annual end-of-year barbecue to recognize all the recipients of these awards. Storer’s Corporate office also holds monthly barbecues, weather permitting, where employees company-wide are recognized.
The MADAR program has a full-time California state-certified instructor and a safety- and DMVcertified trainer that do DMV road tests and follow DMV policies. Training includes bus evacuation, fire extinguishers, first aid, and blood-borne pathogens.
Monthly safety meetings occur with agendas and rotating topics. CPR training is not conducted as it is not required by the contract. Turnover is modest, with the most common reason being wages.
Others retire or finish school and go on to pursue different profession. Very few are terminated.
Drivers receive regular safety observations and “spot checks” to ensure they are meeting performance standards. On an annual basis, drivers receive a random Annual Safety Observation where they are scored on overall performance (safety, customer service, proper mobility device securement, etc.). Drivers have an opportunity to earn positive and negative points based on this observation and the points are then applied to their incentive/accountability bank which may help earn them the annual monetary bonus. New drivers will receive an evaluation every three months of service along with spot checks, up through their first year, to ensure performance standards are being met.
Storer dispatchers are also drivers and receive the same Annual Safety Observation mentioned above. They receive on-the-job evaluations based on performance, meeting performance metrics, customer service, etc. Customer Service Representatives receive on-the-job evaluations based on customer service including proper telephone etiquette, providing correct service information, accurate trip bookings, politeness and more. Random telephone calls are pulled and reviewed and discussed with each CSR as part of their evaluations. These are conducted weekly for new customer service representatives, then monthly, quarterly, and annually. Due to customer complaints and absenteeism, an employee of the month program is planned to be implemented and employees will be recognized at monthly safety meetings. Drivers are paid for safety meetings.
Each instructor and trainer have been tested and certified through the California Department of Education. Drivers are provided with the following courses: Sexual harassment prevention, drugs and alcohol, blood borne pathogens, distracted driving prevention, passenger boarding and alighting, mobility device securement, customer service training, map/demographic training, and #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
44 in-service training. In addition, the required 20 hours of classroom and 20 hours of behind-thewheel training is also provided.
Storer’s employee handbook includes a policy regarding absences and tardiness. In addition, the Incentive Accountability Program clearly reiterates Storer’s policy and is used for tracking absences and tardiness. It also includes a progressive disciplinary process policy and again is supported by the Incentive Accountability Program.
Full-time employees receive a full benefit package after 90 days of employment. That package includes health, dental, and vision Insurance, 401(k), external employee education, workers’ compensation leave, paid time off (vacation and sick leave combined), maternity leave, CPSL, and FMLA. Part-time employees are offered 401(k), sick leave, maternity leave, workers’ compensation leave, and FMLA.
Marketing and Public Information
The City publishes and distributes schedules and other service information via social media, its website, printed materials, website advertisements, and specific events throughout the year. The City effectively responds to telephone inquiries regarding service. The customer complaint system GoModesto can be used to file into an electronic system. One staffer at transit center files complaint, follows up, then finalizes the complaint.
Performance and survey data are analyzed to develop goals and identify target markets. The City contracts an outside marketing consultant to provide marketing services. The City meets with the contractor monthly to review plans for additional work that is needed.
The City communicates effectively with schools and employers to promote transit services, but there is always room for improvement. The public perception of MAX is generally positive.
Drivers are generally pleased with the mobile ticketing offered by the City. They do not have to touch as much money, and have many of disabled people who often need assistance in putting money in the farebox. With mobile ticketing they can just look at the ticket on the phone.
Maintenance
The City’s preventive maintenance program is a commitment by the City of Modesto to operate and maintain the bus maintenance facility. The goal is to provide a clean and safe working environment which aids in the efficiency of bus maintenance. It also guarantees effectively maintaining the building, its equipment, and facility systems to prolong its service life. The preventive maintenance program is per the manufacturer’s recommendations or better.
The preventive maintenance schedule conforms to the manufacturer’s recommended schedule, and compliance with the schedule can easily be judged. Maintenance does not conflict with regular vehicle use. The City identifies repairs covered by a manufacturer’s warranty and makes appropriate adjustments.
The current transit facilities are capable of accommodating repairs that are not sent out. Paint and engine warranty work are typically sent out. Transmission work may also be sent out. There are six bays, two drive-on in-ground lifts, two axle lifts, and one set of portable wheel lifts. The number of bays and lifts #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
45 are sufficient for the number of vehicles. There is an office for administration staff and all current and archived records are stored electronically.
The average age of the transit vehicles is eight years. Two new commuter buses, 2021 MCIs, were procured in late December 2020. These new vehicles, as well as the Proterra buses, bring down the average age. There is a vehicle replacement program in effect that identifies funding for replacement vehicles.
There are procedures in place to ensure unsafe buses are not put into service. If an unsafe vehicle is identified the operator uses a lock out/tag out procedure. The bus is put on a list, a steering wheel cover Is placed, and the battery is shut off or disconnected making the vehicle unable to start. Procedures are in place to ensure the most critically needed types of vehicles are repaired first. There is no backlog of repairs/maintenance.
The parts room is secure and parts are tracked electronically via Fleet Anywhere. Maintenance is promptly notified of breakdowns and communicates which vehicles are scheduled for maintenance or repair to the dispatcher. The City’s Fleet Services handles the maintenance and repairs for the transit fleet. If work needs to contracted out, the City will obtain three quotes per FTA procurement policies.
The City also provides maintenance services to the City of Escalon as part of its operations contract, even though Escalon owns its own vehicles.
Exhibit 7.4 City of Modesto’s Transit Fleet
Vehicle # Year Make Model PAX WC Service Mileage as
of 6/30/21
21499 2014 Ford F550 Cut Away Transit Coach 20 2 Fixed Route 99106 21401 2014 Ford F550 Cut Away Transit Coach 20 2 Fixed Route 83027 21102 2011 Ford E450 Cut Away Transit Coach 14 2 Fixed Route 117590 21603 2016 Dodge Coach Minivan Handicap 4 1 Fixed Route 27529 21904 2019 Chevrolet 4500 Cut Away Transit Coach Low Floor 19 3 Fixed Route 23532 22105 2021 Gillig Low Floor 102" 40` 89 2 Fixed Route 1398 22106 2021 Gillig Low Floor 102" 40` 89 2 Fixed Route 1742 22107 2021 Gillig Low Floor 102" 40` 89 2 Fixed Route 1166 29914 1999 MCI Commuter 40` 47 2 Commuter
Service 42811
20321 2003 Gillig Low Floor 102" 35` 84 2 Fixed Route 627386 20322 2003 Gillig Low Floor 102" 35` 84 2 Fixed Route 666311 20323 2003 Gillig Low Floor 102" 35` 84 2 Fixed Route 738909 20324 2003 Gillig Low Floor 102" 35` 84 2 Fixed Route 627013 20325 2003 Gillig Low Floor 102" 35` 84 2 Fixed Route 667575 20326 2003 Gillig Low Floor 102" 35` 84 2 Fixed Route 646415 20327 2003 Gillig Low Floor 102" 35` 84 2 Fixed Route 653479 20328 2003 Gillig Low Floor 102" 35` 84 2 Fixed Route 613266 20329 2003 Gillig Low Floor 102" 40` 79 2 Fixed Route 591956 20330 2003 Gillig Low Floor 102" 40` 79 2 Fixed Route 696190 20331 2003 Gillig Low Floor 102" 40` 79 2 Fixed Route 675297 20332 2003 Gillig Low Floor 102" 40` 79 2 Fixed Route 604560 20333 2003 Gillig Low Floor 102" 40` 79 2 Fixed Route 587964 #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
46 Vehicle # Year Make Model PAX WC Service Mileage as
of 6/30/21
20334 2003 Gillig Low Floor 102" 40` 79 2 Fixed Route 562082 20715 2007 MCI Coach Commuter 40` 47 2 Commuter
Service 813343
20835 2008 Gillig Standard Floor 102" 40` 63 2 Fixed Route 411180 20836 2008 Gillig Standard Floor 102" 40` 63 2 Fixed Route 404904 20837 2008 Gillig Standard Floor 102" 40` 63 2 Fixed Route 402385 20838 2008 Gillig Standard Floor 102" 40` 63 2 Fixed Route 399779 20839 2008 Gillig Standard Floor 102" 40` 63 2 Fixed Route 413253 20940 2009 Gillig Low Floor 102" 40` 79 2 Fixed Route 415756 20941 2009 Gillig Low Floor 102" 40` 79 2 Fixed Route 436420 20942 2009 Gillig Low Floor 102" 40` 79 2 Fixed Route 429814 20943 2009 Gillig Low Floor 102" 40` 79 2 Fixed Route 431610 20944 2009 Gillig Low Floor 102" 40` 79 2 Fixed Route 452573 20945 2009 Gillig Low Floor 102" 40` 79 2 Fixed Route 427296 20946 2009 Gillig Low Floor 102" 40` 79 2 Fixed Route 433513 21217 2012 MCI Coach Commuter 45` 55 2 Commuter
Service 528826
21447 2014 Gillig Low Floor 102" 40` 89 2 Fixed Route 236240 21448 2014 Gillig Low Floor 102" 40` 89 2 Fixed Route 243850 21449 2014 Gillig Low Floor 102" 40` 89 2 Fixed Route 238392 21450 2014 Gillig Low Floor 102" 40` 89 2 Fixed Route 271032 21451 2014 Gillig Low Floor 102" 40` 89 2 Fixed Route 262963 21452 2014 Gillig Low Floor 102" 40` 89 2 Fixed Route 264579 21453 2014 Gillig Low Floor 102" 40` 89 2 Fixed Route 249335 21454 2014 Gillig Low Floor 102" 40` 89 2 Fixed Route 262541 21555 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 226915 21556 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 258281 21557 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 237621 21558 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 243398 21559 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 239553 21560 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 237168 21561 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 252826 21562 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 245619 21563 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 242354 21564 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 250969 21565 2015 Gillig Low Floor 102" 40` 89 2 Fixed Route 243372 21566 2015 Gillig Low Floor 102" 35` 96 2 Fixed Route 246952 21567 2015 Gillig Low Floor 102" 35` 96 2 Fixed Route 259454 21568 2015 Gillig Low Floor 102" 35` 96 2 Fixed Route 238336 21769 2017 MCI Coach Commuter 45` 55 2 Commuter
Service 346973
21770 2017 Gillig Low Floor 102" 40` 89 2 Fixed Route 171420 21771 2017 Gillig Low Floor 102" 40` 89 2 Fixed Route 168168 21772 2017 Gillig Low Floor 102" 40` 89 2 Fixed Route 181476 21773 2017 Gillig Low Floor 102" 40` 89 2 Fixed Route 170111 21874 2018 Proterra Low Floor 102" 40` 77 2 Fixed Route 39290 21875 2018 Proterra Low Floor 102" 40` 77 2 Fixed Route 48571 #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
47 Vehicle # Year Make Model PAX WC Service Mileage as
of 6/30/21
21876 2018 Proterra Low Floor 102" 40` 77 2 Fixed Route 44452 21877 2018 Proterra Low Floor 102" 40` 77 2 Fixed Route 23989 21878 2018 Proterra Low Floor 102" 40` 77 2 Fixed Route 47678 22179 2021 MCI Coach Commuter 45' 55 2 Commuter
Service 11546
22180 2021 MCI Coach Commuter 45' 55 2 Commuter
Service 18580
30899 2008 Ford Truck ½ ton pickup full size N/A N/A Support Vehicle 44690
31641 2016 Ford Truck ½ ton pickup extended cab N/A N/A Support Vehicle 28046
40896 2008 Ford Truck 17.5 Service Body N/A N/A Support Vehicle 31171
51085 2010 Hyundai Forklift 6,000 lb LPG N/A N/A Support Equipment 990
51604 2016 Genie Lift, scissor, 32' N/A N/A Support
Equipment 67
71610 2016 FCT Scrubber, floor, walk-behind N/A N/A Support Equipment 478
41706 2017 Ford Truck 14.5 with utility N/A N/A Support Vehicle 25632
51703 2017 Club Car Utility vehicle 3-4 wheel electric N/A N/A Support Equipment 57
31910 2019 Dodge Van ½ ton midsize 7-passenger N/A N/A Support Vehicle 31992
51902 2019 Genie Lift, boom, 30' N/A N/A Support
Equipment 3
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
48 This page intentionally blank.
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
49 Chapter 8 | Findings and Recommendations
Conclusions
Moore & Associates finds the City of Modesto to be in compliance with the requirements of the Transportation Development Act. In addition, the entity generally functions in an efficient, effective, and economical manner.
Findings
Based on discussions with City staff, analysis of program performance, and an audit of program compliance and function, the audit team presents no findings or recommendations.
The audit team has identified two functional findings. While these findings are not compliance findings, the audit team believes they warrant inclusion in this report:
1. The full-time equivalents reported on the State Controller Reports are different from the FTE data calculated using the TDA definition.
2. Incorrect performance data was reported on the State Controller Report in 2020/21.
Program Recommendations
In completing this Triennial Performance Audit, the auditors submit the following recommendations for the City’s public transit program. They are divided into two categories: TDA Program Compliance Recommendations and Functional Recommendations. TDA Program Compliance Recommendations are intended to assist in bringing the operator into compliance with the requirements and standards of the TDA, while Functional Recommendations address issues identified during the audit that are not specific to TDA compliance. Each finding is presented with the elements identified within the 2011 Government Auditing Standards as well as one or more recommendations.
Given there were no compliance findings, only functional findings and recommendations are presented below.
Functional Finding 1: The full-time equivalents reported on the State Controller Reports are different from the FTE data calculated using the TDA definition.
Criteria: PUC 99247 defines full-time equivalent (FTE) employees as total work hours divided by 2,000.
Condition: The City has demonstrated it uses the TDA definition in calculating its full-time equivalents.
However, this calculation does not match what was reported on the State Controller’s Transit Operator Financial Transaction Report.
Cause: When the reported data does not match the calculated data, this is often the result of a disconnect between the individual calculating the FTE data and the individual completing the State Controller Report.
Effect: This results in incorrect data being reported to the State Controller.
Recommendation: Ensure the correctly calculated FTE data is included on the State Controller Report. #14..
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CITY OF MODESTO
TDA TRIENNIAL PERFORMANCE AUDIT, FY 2019 – FY 2021
Final Report
50 Recommended Action: For the FY 2020/21 State Controller Report and future reporting by Stanislaus RTA, the report should reflect the correctly calculated FTE data. This data should then be provided as part of the next triennial performance audit. (Note: This data was subsequently correctly reported on the FY 2020/21 State Controller Reports.)
Timeline: FY 2021/22.
Anticipated Cost: None.
Functional Finding 2: Incorrect performance data was reported on the State Controller Report in 2020/21.
Criteria: Under PUC Section 99243, transit operators are required to submit an annual report of their operation to the State Controller. This report includes performance data for that year segregated by mode. Two of the metrics included in this report are vehicle service (or revenue) hours and vehicle service (or revenue) miles.
Condition: In FY 2020/21, vehicle service hours as reported to the State Controller were extremely low as compared to those reported elsewhere. They were more in line with average daily VSH rather than for the entire year. In addition, demand-response vehicle service miles reported the total vehicle miles instead, which was approximately 17 percent higher than it should have been.
Cause: Incorrect reporting is typically the result of populating the report with the wrong data, rather than an issue with the data itself.
Effect: This results in incorrect data being reported to the State Controller.
Recommendation: Ensure performance data is accurately reported to the State Controller.
Recommended Action: For future reporting by Stanislaus RTA, the State Controller Report should reflect accurate vehicle service hours and miles by mode.
Timeline: FY 2022/23.
Anticipated Cost: None.
Exhibit 8.1 Audit Recommendations
Functional Recommendations Importance Timeline
1 Ensure the correctly calculated FTE data is included on the State Controller Report. Medium FY 2021/22
2 Ensure performance data is accurately reported to the State Controller. Medium FY 2022/23
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CITY OF MODESTO
COUNCIL AGENDA REPORT
DATE OF MEETING:
May 3, 2022
Date: April 12, 2022
TO: Mayor and City Council
THROUGH: Joseph P. Lopez, City Manager
FROM: Alan Ernst, Fire Chief
SUBJECT: ZOLL Data Systems, Inc. Agreement for Hosted Server Services CONTACT: Alan Ernst, [email protected], 209-572-9590 DESCRIPTION:
Consider approving a renewal agreement with ZOLL Data Systems, Inc. for hosted server services for both ePCR and FireRMS records management and reporting software, in an annual estimated amount of $77,124, with a one-time ePCR implementation fee of $7,500, for a total three-year agreement not to exceed $238,872. (Funding Source: General Fund) STRATEGIC PLAN ELEMENT:
This action supports the City of Modesto 2020-2025 Strategic Plan focus on quality of life under Goal A: Improve Community Safety.
BACKGROUND:
The Modesto Fire Department (MFD) has been utilizing ZOLL’s FireRMS as the department’s records management system for more than 15 years. During those years, the servers that store and transmit the data were owned and hosted by the City of Modesto Information Technology (IT) Department, and then transitioned to the Stanislaus County’s IT Department (SBT). This ownership and middle layer of coordination not only created time delays that hindered the department’s ability to comply with mandated reporting requirements, but it also created expenses by both the server owner and ZOLL for time and support, specifically when technical issues arose.
In January of 2019, by Resolution 2019-06, Council approved an agreement to host ZOLL software servers directly with the Modesto Fire Department. Since that time, MFD has been able to work directly with a ZOLL support technician for any troubleshooting issues, eliminating hours of trying to work through third parties, while increasing cost savings from reduced staff time.
In July of 2020, with the addition of the City of Oakdale and Oakdale Fire Protection District contracts for fire services, the department added ZOLL service to Stations 27, 28, 29 and 30, aligning the agreement expiration date with Modesto. With the recent #15..
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City Council, May 3, 2022
ZOLL Data Systems, Inc. Agreement for Hosted Server Services
addition of the City of Ceres contract for fire services, the department needs to add ZOLL service to four additional stations (15, 17, 18 and 19).
DISCUSSION
The current ZOLL agreements for both Modesto and Oakdale expire on July 18, 2022. The renewal would account for all agencies under a single agreement: City of Modesto, City of Oakdale, Oakdale Fire Protection District and City of Ceres.
The initial term is for three years, from July 19, 2022 through July 18, 2025.
Modesto Municipal Code (MMC) Section 8-3.203 generally requires all purchases that meet or exceed $50,000 for material, equipment or contractual services to be formally bid. However, there are exceptions to the rule set forth in the MMC Section, MCC 8-3.204 (d), where the Purchasing Manager, in her discretion, determines that a process other than the formal bid procedure set forth in Section 8.3-203 will result in procurement for the City at the lowest possible cost commensurate with the desired quality.
FISCAL IMPACT:
The funds have been identified in the fire department’s budget to cover the annual cost ($77,124) of the three-year contract.
Fund / Cost Center Account Annual Amount
General Fund / Facilities & Fleet 0100-18610-53030-18319 $51,048 General Fund / Oakdale 0100-18212-53030-18319 $10,384
General Fund / Ceres 0100-18213-53030-18319 $15,692
Total Cost $77,124
COMMITTEE RECOMMENDATION:
This agenda item was not reviewed at the Committee level and was approved by City Manager to go straight to Council.
RECOMMENDED COUNCIL ACTION:
Staff Recommendations:
Resolution approving a renewal agreement with ZOLL Data Systems, Inc. for hosted server services for both ePCR and FireRMS records management and reporting software, in an annual estimated amount of $77,124, with a one-time ePCR implementation fee of $7,500, for a total three-year agreement not to exceed $238,872 and authorizing the City Manager, or his designee, to execute the agreement.
Approved by:
Alan Ernst, Fire Chief
Joseph P. Lopez, City Manager
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ZOLL Data Systems, Inc. Agreement for Hosted Server Services
Attachments:
1. Resolution
2. FireRMS Quote – Q-29282 (Modesto & Oakdale)
3. FireRMS Quote – Q-30206 (Ceres)
4. ePCR Quote – Q-30295
5. Bid Waivers
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MODESTO CITY COUNCIL
RESOLUTION NO. 2022-?
RESOLUTION APPROVING A RENEWAL AGREEMENT WITH ZOLL DATA SYSTEMS, INC. FOR HOSTED SERVER SERVICES FOR BOTH EPCR AND
FIRERMS RECORDS MANAGEMENT AND REPORTING SOFTWARE, IN AN ANNUAL ESTIMATED AMOUNT OF $77,124, WITH A ONE-TIME EPCR IMPLEMENTATION FEE OF $7,500, FOR A TOTAL THREE-YEAR
AGREEMENT NOT TO EXCEED $238,872 AND AUTHORIZING THE CITY
MANAGER, OR HIS DESIGNEE, TO EXECUTE THE AGREEMENT
WHEREAS, the Modesto Fire Department has been utilizing ZOLL’s FireRMS as the department’s records management system for more than 15 years; and WHEREAS, during those years, the servers that store and transmit the data were owned and hosted by the City of Modesto IT Department, and then transitioned to the Stanislaus County’s IT Department (SBT), which not only created time delays that hindered the department’s ability to comply with mandated reporting requirements, but also created expenses by both server owner and ZOLL for time and support during technical issues; and
WHEREAS, in January 2019, by Resolution 2019-06, Council approved an agreement to host ZOLL software servers directly with the Modesto Fire Department; and
WHEREAS, since then, MFD has been able to work directly with a ZOLL support technician for any troubleshoot issues, eliminating hours of trying to work through third parties, while increasing cost savings of staff time; and WHEREAS, in July 2020, with the addition of the City of Oakdale and Oakdale Fire Protection District contracts for fire services, the department added ZOLL service to Stations 27, 28, 29 and 30, aligning the agreement expiration date with Modesto; and #15..
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WHEREAS, with the recent addition of the City of Ceres contract for fire services, the department needs ZOLL service to four more stations (15, 17, 18 and 19); and
WHEREAS, the current ZOLL agreements for both Modesto and Oakdale expire July 18, 2022, and the renewal would account for all agencies under one agreement: City of Modesto, City of Oakdale, Oakdale Fire Protection District and City of Ceres; and WHEREAS, the initial term is for three years, from July 19, 2022 through July 18, 2025, with funds already identified in the fire department’s budget to cover the annual cost of the three-year contract.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Modesto that it hereby approves a renewal agreement with ZOLL Data Systems, Inc. for hosted server services for both ePCR and FireRMS records management and reporting software, in an annual estimated amount of $77,124, with a one-time ePCR implementation fee of $7,500, for a total three-year agreement not to exceed $238,872.
BE IT FURTHER RESOLVED that the City Manager or designee is hereby authorized to execute the agreement, in a form approved by the City Attorney.
The foregoing resolution was introduced at a regular meeting of the Council of the City of Modesto held on the 3rd day of May, 2022, by Councilmember ?, who moved its adoption, which motion being duly seconded by Councilmember ?, was upon roll call carried and the resolution adopted by the following vote:
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AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ATTEST:
DIANE NAYARES-PEREZ, City
Clerk
(SEAL)
APPROVED AS TO FORM:
BY: ________________________________
JOSE M. SANCHEZ, City Attorney
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ZOLL Data Systems, Inc.
11802 Ridge Parkway, Suite 400
Broomfield, Colorado 80021
(303) 801-0000 Main
(800) 474-4489
(303) 801-1063 Fax
Federal ID#: 65-0461124
Attn: Modesto Fire Department - Aurelia Harris
(209) 572-9892 / [email protected]
Bill To: Modesto Fire Department
PO Box 642
Modesto, CA 95353
Ship To: Modesto Fire Department
600 11th Street
Modesto, CA 95354
From: Jonathan Stewart
Data - Inside Account Management
[email protected]
QUOTATION:
Date:
Term:
FOB:
Expires:
Q-29282
April 5, 2022
36 Months
Shipping Point
May 30, 2022
ASP Services Term in Months: 36
Item
Lic.
Type Description Qty Price
Annual Fees or
One Time Charge Monthly Fees
HFPL HL Hosted RescueNet FireRMS Plus (Per Station)
Inc: NFIRS Incidents, Hydrants, EMS Reporting, Vehicles, Personnel, Equipment, Roster, Daybook, Training, Messaging, Credentials, Reports, Occupancies, Sync Mgr, 3rd Party Monitor SDK, Security and Admin, 1 SMS Interface.
15 $216.32 $38,937.60 $3,244.80
HFRMPL HL Hosted RescueNet FireRMS-Mobile Plus (Per Device) Provides access to all modules of FireRMS including occupancy inspections on a tablet or laptop PC in the field. Supports an environment where the mobile device moves in and out of connectivity. Requires Sync Manager.
6 $54.08 $3,893.76 $324.48
ICC19CA
H
TPL Hosted ICC 2019 CA - Intl. Fire Code Lic. Per Concurrent User (Per Month)
Annual subscription provides access to IFC codes within FireRMS.
REQUIRES FireRMS VERSION 5.06 or higher.
6 $15.00 $1,080.00 $90.00
ICC19CA
MH
TPL Hosted ICC 2019 CA - Intl. Fire Code Lic. Mobile Per Device (Per Month) Annual subscription provides access to IFC codes within FireRMS.
REQUIRES FireRMS VERSION 5.06 or higher.
6 $5.00 $360.00 $30.00
Professional Services Term in Months: 36
Item
Lic.
Type Description Qty Price
Annual Fees or
One Time Charge Monthly Fees
HFIREMS --- Hosted FireRMS Managed Services (Per Month) Managed Services for hosted FireRMS.
0 $350.00 $0.00 $0.00
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- 385 -
ZOLL Data Systems, Inc.
11802 Ridge Parkway, Suite 400
Broomfield, Colorado 80021
(303) 801-0000 Main
(800) 474-4489
(303) 801-1063 Fax
Federal ID#: 65-0461124
TO: Modesto Fire Department - Quote No: Q-29282 Continued
SUMMARY OF FEES & COMMENTS
1MONTHLY FEES: $3,689.28
1ANNUAL FEES: $44,271.36
ANNUAL FEES FOR MULTI-YEAR TERM: $132,814.08
Comments: Renewal for subscriptions:
A-S00007003
A-S00007003
A-S00004159
A-S00004158
A-S00004158
BLANK
1. MONTHLY & ANNUAL FEES ARE SUBJECT TO ADJUSTMENT AS DEFINED IN THE ORDER.
2. APPLICABLE TAX, SHIPPING & HANDLING WILL BE ADDED AT TIME OF INVOICING.
3. ALL ORDERS ARE SUBJECT TO CREDIT APPROVAL BEFORE ACCEPTANCE BY ZOLL.
4. DELIVERY OF ADDITIONAL SOFTWARE LICENSES ARE TYPICALLY MADE WITHIN 48 HOURS FOLLOWING THE RECEIPT OF A SIGNED ORDER FORM.
DELIVERY OF ROAD SAFETY ADD ON COMPONENTS ARE TYPICALLY MADE THE FRIDAY FOLLOWING THE RECEIPT OF THE ORDER.
5. FURTHER TERMS & CONDITIONS APPLY AND CAN BE FOUND AT https://www.zolldata.com/legal.
TOTAL FEES FOR INITIAL TERM: $132,814.08
#15..
- 386 -
ZOLL Data Systems, Inc.
11802 Ridge Parkway, Suite 400
Broomfield, Colorado 80021
(303) 801-0000 Main
(800) 474-4489
(303) 801-1063 Fax
Federal ID#: 65-0461124
Attn: Modesto Fire Department - Aurelia Harris
(209) 572-9892 / [email protected]
Bill To: Modesto Fire Department
PO Box 642
Modesto, CA 95353
Ship To: Modesto Fire Department
600 11th Street
Modesto, CA 95354
From: Jonathan Stewart
Data - Inside Account Management
[email protected]
QUOTATION:
Date:
Term:
FOB:
Expires:
Q-30206
April 12, 2022
36 Months
Shipping Point
July 11, 2022
Professional Services
Item
Lic.
Type Description Qty Price Extended Price
Annual
Maintenance
RNFD --- RescueNet FireRMS Implementation Day (Excludes T&E) 0 $1,500.00 $0.00 $0.00 ASP Services Term in Months: 36
Item
Lic.
Type Description Qty Price
Annual Fees or
One Time Charge Monthly Fees
HFPR HL Hosted RescueNet FireRMS Premium (Per Station)
Inc: NFIRS Incidents, Hydrants, EMS Reporting, Vehicles, Personnel, Equipment, Roster, Daybook, Training, Messaging, Credentials, Reports, Occupancies, Sync Mgr, 3rd Party Mon SDK, Supplies & Inventory, Maint + Work Orders, Security + Admin, 2+ SMS Int
4 $243.36 $11,681.28 $973.44
HFRMPL HL Hosted RescueNet FireRMS-Mobile Plus (Per Device) Provides access to all modules of FireRMS including occupancy inspections on a tablet or laptop PC in the field. Supports an environment where the mobile device moves in and out of connectivity. Requires Sync Manager.
4 $54.08 $2,595.84 $216.32
ICC1510
H
TPL Hosted ICC 2015 - Intl. Fire Code Lic. 10 Concurrent Users (Per Month) Annual subscription provides access to IFC codes within FireRMS.
REQUIRES FireRMS VERSION 5.0 or higher.
1 $37.86 $454.32 $37.86
ICC19CA
H
TPL Hosted ICC 2019 CA - Intl. Fire Code Lic. Per Concurrent User (Per Month)
Annual subscription provides access to IFC codes within FireRMS.
REQUIRES FireRMS VERSION 5.06 or higher.
4 $15.00 $720.00 $60.00
ICC19CA
MH
TPL Hosted ICC 2019 CA - Intl. Fire Code Lic. Mobile Per Device (Per Month) Annual subscription provides access to IFC codes within FireRMS.
REQUIRES FireRMS VERSION 5.06 or higher.
4 $5.00 $240.00 $20.00
#15..
- 387 -
ZOLL Data Systems, Inc.
11802 Ridge Parkway, Suite 400
Broomfield, Colorado 80021
(303) 801-0000 Main
(800) 474-4489
(303) 801-1063 Fax
Federal ID#: 65-0461124
TO: Modesto Fire Department - Quote No: Q-30206 Continued
SUMMARY OF FEES & COMMENTS
1MONTHLY FEES: $1,307.62
1ANNUAL FEES: $15,691.44
ANNUAL FEES FOR MULTI-YEAR TERM: $47,074.32
Comments: Renewal to start 07/01/2022
PROFESSIONAL SERVICES FEES: $0.00
BLANK
1. MONTHLY & ANNUAL FEES ARE SUBJECT TO ADJUSTMENT AS DEFINED IN THE ORDER.
2. APPLICABLE TAX, SHIPPING & HANDLING WILL BE ADDED AT TIME OF INVOICING.
3. ALL ORDERS ARE SUBJECT TO CREDIT APPROVAL BEFORE ACCEPTANCE BY ZOLL.
4. DELIVERY OF ADDITIONAL SOFTWARE LICENSES ARE TYPICALLY MADE WITHIN 48 HOURS FOLLOWING THE RECEIPT OF A SIGNED ORDER FORM.
DELIVERY OF ROAD SAFETY ADD ON COMPONENTS ARE TYPICALLY MADE THE FRIDAY FOLLOWING THE RECEIPT OF THE ORDER.
5. FURTHER TERMS & CONDITIONS APPLY AND CAN BE FOUND AT https://www.zolldata.com/legal.
TOTAL FEES FOR INITIAL TERM: $47,074.32
#15..
- 388 -
ZOLL Data Systems, Inc.
11802 Ridge Parkway, Suite 400
Broomfield, Colorado 80021
(303) 801-0000 Main
(800) 474-4489
(303) 801-1063 Fax
Federal ID#: 65-0461124
Attn: Modesto Fire Department - Aurelia Harris
(209) 572-9892 / [email protected]
Bill To: Modesto Fire Department
PO Box 642
Modesto, CA 95353
Ship To: Modesto Fire Department
600 11th Street
Modesto, CA 95354
From: Jonathan Stewart
Data - Inside Account Management
[email protected]
QUOTATION:
Date:
Term:
FOB:
Expires:
Q-30295
April 13, 2022
36 Months
Shipping Point
June 12, 2022
Professional Services
Item
Lic.
Type Description Qty List Price Disc Adj. Price Extended Price Annual
Maintenance
RNT --- RescueNet ePCR Implementation Day (Excludes T&E) 5 $1,500.00 $1,500.00 $7,500.00 $0.00 ASP Services Term in Months: 36
Item
Lic.
Type Description Qty List Price Disc Adj. Price
Annual Fees or
One Time Charge Monthly Fees
HEPCRPR HL Hosted RescueNet ePCR Premium (Per PCR/Month) Includes: TabletPCR app, WebPCR app, iOS PCR app,
Security, Reporting, NEMSIS Extract, 3 OTS Extracts, Fax Service, BatchPDF Extract, 3rd Party Monitor SDK, 3rd
Party CAD Base Framework.
500 $2.16 $2.16 $12,960.00 $1,080.00
Professional Services Term in Months: 36
Item
Lic.
Type Description Qty List Price Disc Adj. Price
Annual Fees or
One Time Charge Monthly Fees
HEPCRM
S
--- Hosted ePCR Managed Services (Per Month)
Managed Services for hosted ePCR.
1 $350.00 $350.00 $4,200.00 $350.00
#15..
- 389 -
ZOLL Data Systems, Inc.
11802 Ridge Parkway, Suite 400
Broomfield, Colorado 80021
(303) 801-0000 Main
(800) 474-4489
(303) 801-1063 Fax
Federal ID#: 65-0461124
TO: Modesto Fire Department - Quote No: Q-30295 Continued
SUMMARY OF FEES & COMMENTS
1MONTHLY FEES: $1,430.00
1ANNUAL FEES: $17,160.00
ANNUAL FEES FOR MULTI-YEAR TERM: $51,480.00
Comments:
PROFESSIONAL SERVICES FEES: $7,500.00
BLANK
1. MONTHLY & ANNUAL FEES ARE SUBJECT TO ADJUSTMENT AS DEFINED IN THE ORDER.
2. APPLICABLE TAX, SHIPPING & HANDLING WILL BE ADDED AT TIME OF INVOICING.
3. ALL ORDERS ARE SUBJECT TO CREDIT APPROVAL BEFORE ACCEPTANCE BY ZOLL.
4. DELIVERY OF ADDITIONAL SOFTWARE LICENSES ARE TYPICALLY MADE WITHIN 48 HOURS FOLLOWING THE RECEIPT OF A SIGNED ORDER FORM.
DELIVERY OF ROAD SAFETY ADD ON COMPONENTS ARE TYPICALLY MADE THE FRIDAY FOLLOWING THE RECEIPT OF THE ORDER.
5. FURTHER TERMS & CONDITIONS APPLY AND CAN BE FOUND AT https://www.zolldata.com/legal.
TOTAL FEES FOR INITIAL TERM: $58,980.00
#15..
- 390 -
#15..
- 391 -
#15..
- 392 -
#15..
- 393 -
#15..
- 394 -
CITY OF MODESTO
COUNCIL AGENDA REPORT
DATE OF MEETING:
May 3, 2022
Date: April 12, 2022
TO: Mayor and City Council
THROUGH: Joseph P. Lopez, City Manager
FROM: Alan Ernst, Fire Chief
SUBJECT: Donation of Canine Fuse as Facility Dog for the Modesto Fire Department CONTACT: Alan Ernst, [email protected], 209-572-9590 DESCRIPTION:
Consider approving the donation of Canine Fuse from Thor’s Hope Foundation, for use as a facility dog for the City of Modesto Fire Department, for an estimated initial cost of $287, and an estimated annual cost of $3,337. (Funding Source: General Fund) STRATEGIC PLAN ELEMENT:
This item is related to the 2020-2025 Strategic Plan goal of improving community safety and quality of life through a combination of prevention and intervention efforts that address safety and its underlying issues.
BACKGROUND:
The Modesto Fire Department is in need of a facility dog to improve the health and wellness of our firefighters. Toxic stress is something that most firefighters and first responders are exposed to on a consistent basis. High exposure to cortisol and other stress hormones can have a negative effect on humans, both physically and emotionally. However, exposure to an animal, like Canine Fuse (“Fuse”), could significantly decrease these stress levels.
According to a study in the Journal of Evidence-Based Complementary & Alternative Medicine, facility dogs can improve ratings of depression, anxiety, pulse and pain, and they can enable people to relax, feel more trusting, and be more open to conversation. First responders are exposed to many stress-inducing situations regularly.
In June 2021, by Resolution 2021-203, Council approved the donation of Canine Hudson for use as a facility dog. Since then, Hudson has helped improve the health and wellness of not only our firefighters, but everyone else in our community as well as surrounding communities. In August 2021, he attended and sat at an American Medical Response (“AMR”) Ops to provide support for employees dealing with the loss of a co-worker. In September 2021, he provided support for MFD members who responded to a traumatic call, where a child was hit by a vehicle. In October 2021, Hudson provided support to employees from Stanislaus County Behavioral Health and Recovery Services (“BHRS”) who performed bystander CPR to their co- #16..
- 395 -
City Council, May 3, 2022
Donation of Canine Fuse as Facility Dog for the Modesto Fire Department
worker who had a heart attack while on-duty. In January and February 2022, he provided support to Stockton firefighters dealing with the tragic loss of Captain Max Fortuna, who was shot while responding to a dumpster fire. These are just a few significant examples of the way Hudson has supported people who need it most.
With the recent additions of contracts between the City of Ceres, Stanislaus Consolidated Fire Protection District and Turlock Fire Department, the number of personnel has grown, and so has the need for an additional facility dog.
Our hope is that interaction with Fuse will encourage connection and discussion so that, ultimately, we’ll be able to provide support, normalization of feelings and experiences, and referral to appropriate resources like our trained peer support personnel or an appropriate mental health clinician.
DISCUSSION
Thor’s Hope Foundation, in partnership with Performance K9 Training, Inc., has generously offered to donate Fuse to the Modesto Fire Department for use as a facility dog. Fuse was specially bred and selected to complete intense specialized training to support firefighters in various settings and situations. The average cost of a facility dog of this caliber is $10,000, but Fuse would be gifted to the fire department.
Fire Captain Chris Steffen will be Fuse’s professional handler. Fuse will spend regular work shifts at the Training Division. The schedule consists of a 40-hour work week. Fuse will also be available for additional station visits as necessary and feasible. When on-duty, Fuse will wear a vest identifying his status as a facility dog with the City of Modesto Fire Department.
The Modesto Fire Department and Modesto City Fire Fighters Association (MCFFA) will cover the ongoing costs of Fuse. The estimated initial cost is $287 plus applicable taxes. The estimated annual cost is $3,337. MCFFA will cover the cost of wellness insurance, which is estimated at $420 annually.
FISCAL IMPACT:
The cost of Fuse is already budgeted through the department’s behavioral health program.
Please see the below tables for cost details:
Estimated Initial Costs / Supplies
Leash $15
Collar $15
Harness / Vest $50
Kennel $59
Food Bowl / Water Dish $15
Dog Bed $53
Carrier for Food $45
Service Vest $35
Total Cost $287
#16..
- 396 -
City Council, May 3, 2022
Donation of Canine Fuse as Facility Dog for the Modesto Fire Department
Estimated Annual Costs
Veterinary Wellness Check
(Sylvan Veterinary Hospital) $517
Food $2,400
Wellness Insurance (USAA)
(MCFFA Sponsored) $420
Total Cost $3,337
COMMITTEE RECOMMENDATION:
This agenda item was presented and forwarded for approval at the April 11, 2022 Safety and Communities Committee.
RECOMMENDED COUNCIL ACTION:
Staff Recommendations:
Resolution approving the donation of Canine Fuse from Thor’s Hope Foundation, for use as a facility dog for the City of Modesto Fire Department, for an estimated initial cost of $287, and an estimated annual cost of $3,337.
Approved by:
Alan Ernst, Fire Chief
Joseph P. Lopez, City Manager
Attachments:
1. Resolution
#16..
- 397 -
MODESTO CITY COUNCIL
RESOLUTION NO. 2022-?
RESOLUTION APPROVING THE DONATION OF CANINE FUSE FROM
THOR’S HOPE FOUNDATION, FOR USE AS A FACILITY DOG FOR THE
CITY OF MODESTO FIRE DEPARTMENT, FOR AN ESTIMATED INITIAL COST OF $287, AND AN ESTIMATED ANNUAL COST OF $3,337
WHEREAS, the Modesto Fire Department is in need of a facility dog to improve the health and wellness of its firefighters; and
WHEREAS, toxic stress is something that most firefighters and first responders are exposed to on a consistent basis; and
WHEREAS, high exposure to cortisol and other stress hormones can have a negative effect on humans, both physically and emotionally; however, exposure to an animal, like Canine Fuse, could significantly decrease these stress levels; and WHEREAS, in June 2021, by Resolution 2021-203, Council approved the donation of Canine Hudson for use as a facility dog, and since then, Hudson has helped improve the health and wellness of not only the Modesto Fire Department’s firefighters, but everyone else in the Modesto community as well as surrounding communities; and WHEREAS, with the recent additions of contracts between the City of Ceres, Stanislaus Consolidated Fire Protection District and Turlock Fire Department, the number of personnel has grown, and so has the need for an additional facility dog; and WHEREAS, Thor’s Hope Foundation, in partnership with Performance K9 Training, Inc., has generously offered to donate Fuse to the Modesto Fire Department for use as a facility dog; and
WHEREAS, the average cost of a facility dog of this caliber is $10,000 but would be gifted to the department; and
#16..
- 398 -
WHEREAS, the estimated initial cost for Fuse is $287, and estimated annual cost is $3,337, with costs already budgeted through the Department’s behavioral health program.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Modesto that it hereby approves the donation of Canine Fuse from Thor’s Hope Foundation, for use as a facility dog for the City of Modesto Fire Department, for an estimated initial cost of $287, and an estimated annual cost of $3,337.
The foregoing resolution was introduced at a regular meeting of the Council of the City of Modesto held on the 3rd day of May, 2022, by Councilmember ?, who moved its adoption, which motion being duly seconded by Councilmember ?, was upon roll call carried and the resolution adopted by the following vote:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ATTEST:
DIANE NAYARES-PEREZ,
City Clerk
(SEAL)
APPROVED AS TO FORM:
BY: ________________________________
JOSE M. SANCHEZ, City Attorney
#16..
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CITY OF MODESTO
COUNCIL AGENDA REPORT
DATE OF MEETING:
May 3, 2022
Date: April 12, 2022
TO: Mayor and City Council
THROUGH: Joseph P. Lopez, City Manager
FROM: Alan Ernst, Fire Chief
SUBJECT: Application for the FY 22/23 Cal Fire RFC Grant CONTACT: Alan Ernst, [email protected], 209-572-9590 DESCRIPTION:
Consider approving the submission of an application for the Fiscal Year 2022-2023 Cal Fire Rural Fire Capacity (RFC) Program Grant, in an amount that will not exceed $40,000, which includes a 50% local match, for the procurement of wildland firefighting equipment. (Funding Source: General Fund)
STRATEGIC PLAN ELEMENT:
This action supports the City of Modesto 2020-2025 Strategic Plan focus on quality of life under Goal A: Improve Community Safety.
BACKGROUND:
The Fiscal Year 2022-2023 Cal Fire Rural Fire Capacity Program Grant provides funding to organize, train and equip fire departments in rural areas and rural communities to prevent and suppress fires. The Modesto Fire Department contract with City of Oakdale and Oakdale Fire Protection District makes Modesto Fire Department eligible to apply for the grant. The RFC Grant Program provides financial assistance directly to eligible fire departments for critical training and equipment. The objective is to provide critically needed resources that equip and train emergency personnel to recognized standards, enhance operational efficiencies, foster interoperability, and support community resilience.
DISCUSSION
The Modesto Fire Department is seeking authorization to submit a grant application for the Fiscal Year 2022-2023 Cal Fire Rural Fire Capacity Program Grant in an amount that will not exceed $40,000, which includes a 50% local match of funds. The department intends to apply for the replacement of wildland firefighting equipment in order to replace aging and outdated wildland equipment that is no longer in service or does not meet current standards. The deadline to apply for this grant is May 4, 2022.
#17..
- 400 -
City Council, May 3, 2022
Application for the FY 22/23 Cal Fire RFC Grant
FISCAL IMPACT:
There is a 50% required local match for the Cal Fire RFC Program Grant. The grant application maximum amount is $40,000 which would require a $20,000 local match. The department would fund the matching amount within its adopted budget. Due to the need of replacing critical firefighting equipment, the department would prioritize funding within existing budget for the match. The equipment identified in this grant application has been identified as needing replacement. Without this grant, the Fire Department would bear the cost of the full $40,000.
COMMITTEE RECOMMENDATION:
This item was presented to the Safety and Communities Committee at the April 11, 2022 meeting and was recommended to forward to Council for approval.
RECOMMENDED COUNCIL ACTION:
Staff Recommendations:
Resolution approving the submission of an application for the Fiscal Year 2022-2023 Cal Fire Rural Fire Capacity (RFC) Program Grant, in an amount that will not exceed $40,000, which includes a 50% local match, for the procurement of wildland firefighting equipment.
Approved by:
Alan Ernst, Fire Chief
Joseph P. Lopez, City Manager
Attachments:
1. Resolution
#17..
- 401 -
MODESTO CITY COUNCIL
RESOLUTION NO. 2022-?
RESOLUTION APPROVING THE SUBMISSION OF AN APPLICATION FOR THE FISCAL YEAR 2022-2023 CAL FIRE RURAL FIRE CAPACITY (RFC) PROGRAM GRANT, IN AN AMOUNT THAT WILL NOT EXCEED $40,000, WHICH INCLUDES A 50% LOCAL MATCH, FOR THE PROCUREMENT OF
WILDLAND FIREFIGHTING EQUIPMENT
WHEREAS, the Fiscal Year 2022-2023 Cal Fire Rural Fire Capacity Program Grant provides funding to organize, train and equip fire departments in rural areas and rural communities to prevent and suppress fires; and
WHEREAS, the Modesto Fire Department contract with City of Oakdale and Oakdale Fire Protection District makes the Modesto Fire Department eligible to apply for the grant; and
WHEREAS, the RFC Grant Program provides financial assistance directly to eligible fire departments for critical training and equipment with the objective to provide critically needed resources that equip and train emergency personnel to recognized standards, enhance operational efficiencies, foster interoperability, and support community resilience; and
WHEREAS, the department intends to apply for the replacement of wildland firefighting equipment in order to replace aging and outdated wildland equipment that is no longer in service or does not meet current standards; and WHEREAS, there is a 50% required local match for the Cal Fire RFC Program Grant; the grant application maximum amount is $40,000 which would require a $20,000 local match that would be funded from the department’s adopted budget; and #17..
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WHEREAS, due to the need of replacing critical firefighting equipment, the department would prioritize funding within existing budget for the matching amount; and WHEREAS, the equipment identified in this grant application has been identified as needing replacement; and
WHEREAS; without this grant the Fire Department would bear the cost of the full $40,000.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Modesto that it hereby approves the submission of an application for the Fiscal Year 2022-2023 Cal Fire Rural Fire Capacity (RFC) Program Grant, in an amount that will not exceed $40,000, which includes a 50% local match, for the procurement of wildland firefighting equipment.
The foregoing resolution was introduced at a regular meeting of the Council of the City of Modesto held on the 3rd day of May, 2022, by Councilmember ?, who moved its adoption, which motion being duly seconded by Councilmember ?, was upon roll call carried and the resolution adopted by the following vote:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ATTEST:
DIANE NAYARES- PEREZ,
City Clerk
(SEAL)
#17..
- 403 -
APPROVED AS TO FORM:
BY: ________________________________
JOSE M. SANCHEZ, City Attorney
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CITY OF MODESTO
COUNCIL AGENDA REPORT
DATE OF MEETING:
May 3, 2022
Date: April 12, 2022
TO: Mayor and City Council
THROUGH: Joseph P. Lopez, City Manager
FROM: Christina Alger, Director of Human Resources
SUBJECT: Agreement with NATEC International for Safety Consultation and Training Services
CONTACT: Nick Panos, Safety Officer, [email protected], 209-577-5466 DESCRIPTION:
Consider approving the award of proposal and agreement for citywide regulatory safety training and consultation to NATEC International, Inc., Anaheim, California, for a two-year agreement with three one-year extension options, for an annual cost not to exceed $115,000 and a total amount not to exceed $575,000 over five years. (Funding Source: Various Funds) STRATEGIC PLAN ELEMENT:
This item supports the 2020-2025 Strategic Plan’s Service and Delivery Goals & Strategies - Building a High-Performing Organization by Attracting and Retaining High Performance Employees.
BACKGROUND:
The City recognizes the right of all employees to a safe workplace. The City values the importance of education and training for all staff to ensure safe work practices are understood and adhered to, and to aid in recognizing and mitigating hazards in the workplace.
The Human Resources Department recognizes the need for outside safety training and consultation services to maintain compliance with Federal, State, and local workplace safety regulations. These comprehensive training requirements apply to employees across multiple departments, industries, and working environments and collectively exceed the City’s internal resources and capacity to address on our own. The training and consultation services in this agreement will be instrumental in providing City employees with critical and timely safety training to meet those requirements.
Over the past several years, the City has bolstered its internal safety resources, adding both a Safety Officer and Safety Specialist position in the Risk Management Division in 2018 and 2020, respectively. The Safety Officer will have the lead role in administering this agreement, and will #18..
- 405 -
City Council, May 3, 2022
Agreement with NATEC International for Safety Consultation and Training Services Page 2 of 3 work with the vendor to identify, prioritize and deliver all required safety training, with the goal of increasing efficiency and effectiveness of the safety training program where possible.
On May 7, 2019, by Resolution No. 2019-227, Council approved the award of proposal and contract for the furnishing of safety consultation and training services to Du-All Safety for a term of two years. On April 27, 2021, by Resolution No. 2021-159, Council approved an extension of that agreement through May 6, 2022 to allow staff time to complete a Request for Proposals (RFP) to renew or replace the existing agreement without a significant service disruption.
DISCUSSION:
With the current agreement approaching the end of its term, the City Manager authorized the Purchasing Manager to issue a formal Request for Proposals (RFP) for the furnishing of safety consultation and training services. The Purchasing Division issued RFP No. 2021-18 Safety Consultation and Training Services on November 9, 2021.
Proposals were formally opened in the City Clerk’s office. Twenty-eight (28) companies chose to download the document. Four (4) companies provided a responsive and responsible proposal and one (1) company was non-responsive.
An evaluation committee comprised of City staff representing the Human Resources, Public Works, and Utilities Departments, and the Modesto City Employees’ Association, evaluated and graded the proposals.
Based on being ranked highest in total evaluation criteria, the evaluation committee recommends the award of proposal for safety consultation and training services to NATEC International, Inc., of Anaheim, CA, for an estimated annual cost of $115,000.
NATEC’s proposal demonstrated the company has decades of experience helping public entities similar to the City of Modesto achieve and maintain compliance with the Division of Occupational Safety and Health (DOSH), also known as Cal/OSHA, and other regulatory agencies’ requirements. NATEC’s services have been successfully utilized for consultation and training by over 300 clients nationwide, making them one of the largest Environmental Health & Safety companies in the State of California. With a wide-range of certified and specialized instructors on staff, NATEC is able to perform more than the full scope of services requested in the RFP. NATEC’s staff includes:
Certified Industrial Hygienists
Certified Safety Professionals
Certified Health and Safety
Technicians
AHA & Medic First Aid/CPR/AED
Instructors
NCCCO Certified Instructors
OSHA Outreach Instructors
Certified Asbestos Consultants
HAZMAT Specialists
CDPH Lead Professionals
Approving this agreement will authorize the necessary funds and authority to provide continuous, ongoing mandatory training. Staff recommends an agreement to provide regulatory safety training to the City for an initial term of two (2) years with the option to add three (3) oneyear extensions, at the sole discretion of the City, for an annual cost not to exceed $115,000 and a total cost not to exceed $575,000.
#18..
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City Council, May 3, 2022
Agreement with NATEC International for Safety Consultation and Training Services Page 3 of 3 Modesto Municipal Code Section 8-3.203 generally requires all purchases, which meet or exceed $50,000 for material, equipment or contractual services to be formally bid. The award of proposal and contract for safety consultation and training services to NATEC International, Inc., Anaheim, CA, conforms to the Modesto Municipal Code 8-3.203 because they had the highestranking score across all evaluation criteria.
FISCAL IMPACT:
Funds for these services are sufficiently budgeted in the respective departments’ FY21/22 budgets. It is estimated that the majority of costs will be incurred by the below funds, with the remainder of the expenses split among all other funds over the term of the agreement:
Fund # Fund Name Percent Estimated Total Cost
4210 Wastewater 40.40% $232,300
4100 Water 21.10% $121,325
1700 Surface Transportation 8.80% $50,600
4891 Compost 5.40% $31,050
4892 Green Waste 4.10% $23,575
0100 General 3.10% $17,825
- All Other Funds 17.10% $98,325
Total $575,000
COMMITTEE RECOMMENDATION:
This agenda item was reviewed by the Finance Committee on April 13, 2022 and was recommended for forwarding to the City Council for approval.
RECOMMENDED COUNCIL ACTION:
Staff Recommendations:
Resolution approving the award of proposal and Agreement for Citywide Safety Consultation and Training Services to NATEC International, Inc., Anaheim, California, for a two-year agreement with three one-year extension options, for an annual estimated cost of $115,000, and a total amount not to exceed $575,000 over five years; and authorizing the City Manager, or his designee, to execute the agreement.
Approved by:
Christina Alger, Director of Human Resources
Joseph P. Lopez, City Manager
Attachments:
1. Resolution
2. NATEC International Inc., Agreement
3. RFP 2021-18 Safety Consultation and Training Services
4. Financial Interest Disclosure
5. NATEC Bid Submittal
6. Scoring Abstract for RFP No. 2021-18
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3 MODESTO CITY COUNCIL
RESOLUTION NO. 2022-
RESOLUTION APPROVING THE AWARD OF PROPOSAL AND
AGREEMENT FOR CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES TO NATEC INTERNATIONAL, INC., ANAHEIM, CALIFORNIA,
FOR A TWO-YEAR AGREEMENT WITH THREE ONE-YEAR EXTENSION
OPTIONS, FOR AN ANNUAL ESTIMATED COST OF $115,000, AND A TOTAL AMOUNT NOT TO EXCEED $575,000 OVER FIVE YEARS; AND
AUTHORIZING THE CITY MANAGER, OR HIS DESIGNEE, TO EXECUTE
THE AGREEMENT
WHEREAS, the City recognizes the right of all employees to a safe workplace and values the importance of education and training for all staff to ensure safe work practices are understood and adhered to, and
WHEREAS, through an extensive and on-going safety needs assessment, the City has identified the need for citywide safety training and consultation services to achieve and maintain compliance with Federal, State, and local regulations, and WHEREAS, on May 7, 2019, by Resolution No. 2019-277, Council approved the award of proposal and contract for the furnishing of safety consultation and training services to Du-All Safety for a term of two (2) years, and WHEREAS, on April 7, 2021, by Resolution No. 2021-159, Council approved the extension of that agreement through May 6, 2022, and
WHEREAS, the City Manager authorized the Purchasing Manager to issue a formal Request for Proposals (RFP) for the furnishing of safety consultation and training services, and the Purchasing Division subsequently issued RFP No. 2021-18 Safety Consultation and Training Services on November 9, 2021, and #18..
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4 WHEREAS, proposals were formally opened in the City Clerk’s office. Twentyeight (28) companies chose to download the document. Four (4) companies provided a responsive and responsible proposal, and one (1) company was non-responsive, and WHEREAS, an evaluation committee comprised of City staff representing the Human Resources, Public Works, and Utilities Departments, and the Modesto City Employees’ Association, evaluated and graded the proposals, and WHEREAS, based on being ranked highest in total evaluation criteria, the evaluation committee recommends the award of proposal for safety consultation and training services to NATEC International, Inc., of Anaheim, CA, for an estimated annual cost of $115,000, and
WHEREAS, Modesto Municipal Code Section 8-3.203 generally requires all purchases, which meet or exceed $50,000 for material, equipment or contractual services to be formally bid. The award of proposal and contract for safety consultation and training services with NATEC International, Inc., conforms to the Modesto Municipal Code 8-3.203 because they had the highest-ranking score.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Modesto that the Council hereby approves an agreement with NATEC International Inc., Anaheim, CA for a two-year agreement with three one-year extension options, for an annual estimated amount of $115,000 and a total amount not to exceed $575,000 over five years.
BE IT FURTHER RESOLVED, that the City Manager, or his designee, is authorized to execute the agreement, in a form approved by the City Attorney.
The foregoing resolution was introduced at a regular meeting of the Council of the City of Modesto held on the 3rd day of May, 2022, by Councilmember ?, which #18..
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5 motion being duly seconded by Councilmember ?, was upon roll call carried and the resolution adopted by the following vote:
AYES: Councilmembers: ?
NOES: Councilmembers: ?
ABSENT: Councilmembers: ?
ATTEST: _____________________________
DIANE NAYARES-PEREZ City Clerk
(SEAL)
APPROVED AS TO FORM:
BY: ________________________________
JOSE M. SANCHEZ, City Attorney
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1 AGREEMENT
NATEC INTERNATIONAL INC.,
FOR CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
THIS AGREEMENT made and entered into in the City of Modesto, State of California, this ___________, day of __________ 2022, (“Effective Date”), by and between the CITY OF MODESTO, a municipal corporation of the State of California, hereinafter referred to as "City", and Natec International, Inc., hereinafter referred to as "Consultant." This Agreement is made with regard to the following recitals:
A. The City has determined that Citywide Safety Consultation and Training Services should be prepared to assist the City in complying with state and federal environmental health and safety regulations.
B. Consultant represents that it is qualified, willing and able to provide the services.
NOW, THEREFORE, in consideration of this agreement and the mutual promises, covenants, and stipulations hereinafter contained, the parties agree as follows:
1. SCOPE OF SERVICES.
Consultant shall undertake and complete the preparation of the scope of work as set forth and described in the documents attached hereto and referred to as Attachment “1”. The Consultant shall perform the services as described in Attachment “1” in a manner compatible with the standards of its profession and shall produce a fully complete project that is acceptable to City. The Consultant shall provide services to City as defined in the “RFP SPECIFICATIONS NUMBER 2021-18.”
2. TERM OF AGREEMENT.
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2 The term of the agreement shall be a period of two (2) years, with three (3) one-year extension options at the sole discretion of City, for a total of up to five (5) years.
Pricing shall remain firm for the first (2) years of agreement.
Price increases for subsequent agreement years three; four and five shall not exceed the Consumer Price Index (CPI) for West Urban Area in any one contract year, and shall be negotiated through the Purchasing Division. Requests for price increases shall be submitted by Contractor(s) in writing, at least sixty (60) days prior to the annual anniversary date of the contract to be effective for the subsequent year.
3. COMPENSATION.
Consultant agrees to accept a sum not to exceed FIVE HUNDRED AND SEVENTY-FIVE THOUSAND DOLLARS ($575,000.) as full remuneration for performing all services and furnishing all staffing and materials called for in “Attachment 1” and for performance by Consultant of all of its duties and obligations under this Agreement.
An estimate shall be provided to the City for all training completed on an hourly basis as specified in “Attachment 1”. Estimates for hourly training must be inclusive of all charges and fees for said training and shall be approved by the City representative prior to the commencement of work on any requested hourly training.
The Compensation shall be paid pursuant in the manner and at the times set forth below:
All work to be performed under this Agreement shall be billed at the rates set forth in “Attachment 1” attached hereto, Consultant shall submit monthly invoices to City which include detailed tasks, hours worked and billable rates for all work completed and detailed receipts for any out-of-pocket, reimbursable costs paid by Consultant in connection with work performed on this project.
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3 These services shall be available as needed and solely at the request of the City, and shall be compensable at an hourly or partial-hourly rate as defined in any subsequent contract.
4. OBLIGATIONS OF CONSULTANT.
Throughout the term of this Agreement, Consultant shall possess, or secure all licenses, permits, qualifications and approvals legally required to conduct business.
Consultant warrants that it has all of the necessary professional capabilities and experience, as well as all tools, instrumentalities, facilities and other resources necessary to provide the City with the services contemplated by this Agreement. Consultant further warrants that it will follow the best current, generally accepted and professional practices to make findings, render opinions, prepare factual presentations, and provide professional advice and recommendations regarding this project.
5. PERFORMANCE BY KEY EMPLOYEE.
Consultant has represented to City that Frank Trillo, Regional Business Development Manager, will be the person primarily responsible for the performance of the services referred to in this Agreement. City has entered into this Agreement in reliance on that representation by Consultant.
6. OWNERSHIP OF DOCUMENTS/TITLE TO DATA.
Ownership of Documents
All reports, drawings, designs, graphics, working papers and other incidental work or materials furnished hereunder shall become and remains the property of the City, and may be used by City as it may require without any additional cost to City. No reports shall be used by the Consultant for purposes other than this contract without the express prior written consent of City. Consultant shall retain ownership of any preexisting instruments of professional service created or owned by Consultant prior to the signing of this agreement #18..
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4 including but not limited to non-place specific diagrams, drawings, logos, and any other property not specifically created for the City.
Title to Data
If, as a part of the agreement, Consultant is required to produce data such as, but not limited to, drawings, plans, specifications, calculations, models, flow diagrams, visual aids and other related materials, the originals of all such data generated under this agreement will be delivered to City upon the completion or termination of services under the contract.
All materials, documents, data or information obtained from the City data files or any City medium furnished to Consultant in the performance of this Agreement will at all times remain the property of the City. Such data or information may not be used or copied for direct or indirect use by Consultant after termination of this Agreement without written consent of the City.
7. NEWS AND INFORMATION RELEASE.
Consultant agrees that it will not issue any news releases in connection with either the award of this Agreement, or any subsequent amendment of or efforts under this Agreement, without first obtaining review and approval of said news releases from City through the City Manager.
8. INTEREST OF CONTRACTOR.
Consultant warrants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of services required to be performed under this Agreement. Consultant warrants that, in performance of this Agreement, Consultant shall not employ any person having any such interest. Consultant agrees to file a Statement of Economic Interests with the City Clerk at the start and end of this contract if so required at the option of City.
9. AMENDMENTS.
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5 Both parties to this Agreement understand that it may become desirable or necessary during the execution of this Agreement, for City or Consultant to modify the scope of services provided for under this Agreement. Any material extension or change in the scope of work shall be discussed with City and the change and cost shall be memorialized in a written amendment to the original contract prior to the performance of the additional work.
Until a change order is so executed, City will not be responsible to pay any charges Consultant may incur in performing such additional services, and Consultant shall not be required to perform any such additional services.
10. INDEPENDENT CONTRACTOR.
All acts of Consultant, its agents, officers, and employees and all others acting on behalf of Consultant relating to the performance of this Agreement, shall be performed as independent contractors and not as agents, officers, or employees of City. Consultant, by virtue of this Agreement, has no authority to bind or incur any obligation on behalf of City.
Consultant has no authority or responsibility to exercise any rights or power vested in the City.
No agent, officer, or employee of the City is to be considered an employee of Consultant. It is understood by both Consultant and City that this Agreement shall not under any circumstances be construed or considered to create an employer-employee relationship or a joint venture.
Consultant, its agents, officers and employees are and, at all times during the terms of this Agreement, shall represent and conduct themselves as independent contractors and not as employees of City.
Consultant shall determine the method, details and means of performing the work and services to be provided by Consultant under this Agreement. Consultant shall be responsible to City only for the requirements and results specified in this Agreement, and, except as expressly provided in this Agreement, shall not be subjected to City's control with respect to the physical action or activities of the Consultant in fulfillment of this Agreement. Consultant #18..
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6 has control over the manner and means of performing the services under this Agreement.
Consultant is permitted to provide services to others during the same period service is provided to City under this Agreement. If necessary, Consultant has the responsibility for employing other persons or firms to assist Consultant in fulfilling the terms and obligations under this Agreement.
If in the performance of this Agreement any third persons are employed by Consultant, such persons shall be entirely and exclusively under the direction, supervision, and control of Consultant. All terms of employment including hours, wages, working conditions, discipline, hiring, and discharging or any other term of employment or requirement of law shall be determined by the Consultant.
It is understood and agreed that as an independent contractor and not an employee of City neither the Consultant or Consultant's assigned personnel shall have any entitlement as a City employee, right to act on behalf of the City in any capacity whatsoever as an agent, or to bind the City to any obligation whatsoever.
It is further understood and agreed that Consultant must issue W-2 forms or other forms as required by law for income and employment tax purposes for all of Consultant's personnel.
As an independent contractor, Consultant hereby indemnifies and holds City harmless from any and all claims that may be made against City based upon any contention by any third party that an employer-employee relationship exists by reason of this Agreement.
11. ASSIGNMENT.
Neither this Agreement nor any portion thereof shall be subcontracted or assigned without the express prior written consent of the City in each and every instance.
12. PATENT/COPYRIGHT MATERIALS.
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7 Unless otherwise expressly provided in the contract, Consultant shall be solely responsible for obtaining the right to use any patented or copyrighted materials in the performance of this Agreement. Consultant shall furnish a warranty of such right to use to City at the request of City.
13. NOTICES.
Any and all notices permitted or required to be given hereunder shall be deemed duly given and effective (a) upon actual delivery, if delivery is by hand; or (b) five (5) days after delivery into the United States mail if delivery is by postage paid registered or certified (return receipt requested) mail. Each such notice shall be sent to the parties at the address respectively indicated below or to any other address as the respective parties may designate from time to time.
FOR CONSULTANT:
Frank Trillo, Regional Business Development Manager
NATEC International, Inc.,
P.O. Box 25205
Anaheim, CA 92825
(714) 678-2750
FOR CITY:
City of Modesto
Purchasing Division
Attn: Kathy Crandall, Buyer
P.O. Box 642
Modesto, CA 95354
(209) 577-5420
14. INSURANCE REQUIREMENTS.
The Consultant shall provide at its own expense and maintain at all times the following insurance with insurance companies licensed in the State of California and shall provide evidence of such insurance to the City as may be required by the Risk Manager of the #18..
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8 City. The policies or certificates thereof shall provide that, thirty (30) days prior to cancellation or material change in the policy, notices of same shall be given to the Risk Manager of the City by certified mail, return receipt requested, for all of the following stated insurance policies. (a) Worker's Compensation - in compliance with the statutes of the State of California, plus employer's liability with a minimum limit of liability of $1,000,000. (b) General Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and $1,000,000 for property damage or $1,000,000 combined single limit. If commercial general liability insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required per-occurrence limit.
This insurance shall indicate on the certificate of insurance the following coverages and indicate the policy aggregate limit applying to: premises and operations; broad form contractual; independent consultants and subcontractors; products and completed operations. (c) Automobile Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and $1,000,000 property damage or $1,000,000 combined single limit. This insurance shall cover any automobile for bodily injury and property damage.
(d) Professional Liability (Errors and Omissions) Insurance with limits not less than $1,000,000 per claim, $2,000,000 aggregate. If coverage is on a claim made basis it shall be maintained for at least three (3) years following completion of the work.
If at any time any of said policies shall be unsatisfactory to the City, as to form or substance, or if a company issuing such policy shall be unsatisfactory to the City, the Consultant shall promptly obtain a new policy, submit the same to the Risk Manager for approval and submit a certificate thereof as hereinabove provided. Upon failure of the Consultant to furnish, deliver or maintain such insurance and certificates as above provided, this #18..
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9 Agreement, at the election of the City, may be forthwith declared suspended or terminated.
Failure of the Consultant to obtain and/or maintain any required insurance shall not relieve the Consultant from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of the Consultant concerning indemnification. The City, its agents, officers, employees, and volunteers shall be named as an additional insured on all insurance policies required herein, except Workers' Compensation and Professional Liability. CONSULTANT shall provide CITY with separate endorsements evidencing proof of the CITY’s additional insured status as to both the general liability and automobile liability insurance policies. The Workers' Compensation insurer shall agree to waive all rights of subrogation against the City, its agents, officers, employees, and volunteers for losses arising from work performed by Consultant for the City. In addition, CONSULTANT shall provide CITY with a Workers Compensation subrogation waiver by way of a separate endorsement. The Consultant's insurance policy(ies) shall include a provision that the coverage is primary as respects the City; shall include no special limitations to coverage provided to additional insured; and, shall be placed with insurer(s) with acceptable Best's rating of A: VII or with approval of the Risk Manager. The Consultant must deliver certificates evidencing existence of the insurance listed above to the City prior to the time the contract is signed.
All endorsements referenced above must include the applicable policy number.
15. TERMINATION OF AGREEMENT.
Termination by City for Default of Consultant
Should Consultant default in the performance of this Agreement or materially breach any of its provisions, at its option, City may terminate this Agreement by giving written notification to Consultant. The termination date shall be the effective date of the notice. For the purposes of this section, material breach of this Agreement shall include, but not #18..
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10 be limited to, any of the following: failure to perform required services or duties, willful destruction of City's property by Consultant, dishonesty or theft.
Termination by City for Convenience
The City may also terminate the Consultant's performance under the Agreement, either in whole or in part, at its own discretion, or when conditions encountered during the Work make it impossible or impracticable to proceed, or when the City is prevented from proceeding with the Agreement by act of God, by law, or by official action of a public authority, or upon a determination by the City that such termination is in the best interest and convenience of the City, or whenever the City is prohibited from completing the Work for any reason. The City shall provide no less than ten (10) calendar days written notice of its intent to terminate the Agreement for convenience, and shall endeavor to provide the Consultant with consultation with the City prior to termination.
Termination by City for Lack of Budgeted Funds
The City may terminate this Agreement effective July 1 of any given year upon the City's determination to not appropriate sufficient funds for this Agreement for the ensuing fiscal year. In such event City shall give Consultant not less than 30 days written notice of termination.
Termination by City for Change of Consultant's Tax Status If City determines that Consultant does not meet the requirements of federal and state tax laws for independent contractor status, City may terminate this Agreement by giving written notice to Consultant. The termination date shall be the effective date of the notice.
Post-Termination Procedures
If this Agreement is terminated pursuant to this Section, Consultant shall:
a. Cease its work as directed in the notice of termination as of the termination date and see to it that its employees, subconsultants #18..
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11 and agents are notified of such termination and act as specified in the notice of termination;
b. Terminate all orders and Subcontractors except as necessary to complete any portion of the Work that is not terminated; c. If directed in writing by the City to do so, assign all right, title and interest in subcontracts and materials in progress to City, in which case the City will have the right at its discretion to settle, or pay any or all claims arising out of the termination of such subconsultants, but in no event shall recovery by any Consultant or subconsultant include lost profits for portions of the Work not completed or undertaken, including materials not delivered; d. Deliver or otherwise make available to the City all data, drawings, specifications, reports, estimates, summaries and such other information and material as may have been accumulated by the Consultant in performing the Work whether completed or in process; e. Settle outstanding liabilities and claims, subject to the approval of City.
f. Complete performance of such part of the Work as has not been terminated.
g. Take such other actions as may be necessary, or as may be directed by the City for the protection and preservation of the Work and/or property related to the Work.
h. If City so requests, and at City's cost, Consultant shall provide sufficient oral or written status reports to make City reasonably aware of the status of Consultant's work on the project. #18..
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12 i. The Consultant understands and agrees that City may, in City's sole discretion, refuse to pay Consultant for that portion of Consultant's services which were performed by Consultant on the project prior to the termination date and which remain
unacceptable and/or not useful to City as of the termination date.
City will pay Consultant an amount based on the percentage of satisfactory work completed in accordance with the notice of termination. If the Agreement is terminated pursuant to the subparagraph entitled Termination by City for Default of Consultant, Consultant understands and agrees that City may, in City's sole discretion, refuse to pay Consultant for that portion of Consultant's services which were performed by Consultant on the project prior to the termination date and which remain unacceptable and/or not useful to City as of the termination date. The final payment to the Consultant after termination for convenience shall be limited to amounts due and owing under the Agreement at time of termination, including the following:
a. The cost of settling and paying valid claims arising out of the termination of the Work such as subconsultant agreements or contracts for materials.
b. The Agreement price allocable to the portion of the Work properly performed or goods supplied to the work site by the Consultant as of the date of termination, as determined in accordance with the notice of termination, reduced by any sums previously paid to the Consultant.
16. CERTIFIED PAYROLL REQUIREMENT.
For consultants performing field work on public works contracts on which prevailing wages are required: The Consultant shall comply with the provisions of Section 1776 of the California #18..
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13 Labor Code, regarding payroll records, and shall require its subconsultants and subcontractors to comply with that section as may be required by law.
17. INDEMNITY.
The Consultant shall hold the City, its agents, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities, judgments or damages from every cause, including but not limited to injury to person or property or wrongful death, including reasonable costs and expenses of defense of any judicial or administrative action, arising directly or indirectly out of any act or omission of Consultant whether or not the act or omission arises from the sole negligence or other liability of City, or its agents, officers, and employees or volunteers relating to or during the performance of its obligations under this agreement.
Consultant's obligation to defend, indemnify, and hold the City, its agents, officers, and employees harmless under the provisions of this paragraph is not limited to or restricted by any requirement in this Agreement for Consultant to procure and maintain a policy of insurance.
18. ENTIRE AGREEMENT.
This Agreement and its exhibits contain the entire understanding between Consultant and City. Additional or new terms contained in this Agreement which vary from Consultant's proposal are controlling and are deemed accepted by Consultant by shipment of any article or other commencement of performance hereunder. All previous proposals, offers and communications relative to this Agreement, whether oral or written, are hereby superseded except to the extent that they have been incorporated into this Agreement. No future waiver of or exception to any of the terms, conditions, and provisions of this Agreement shall be considered valid unless specifically agreed to in writing by all the parties.
19. PARTIAL INVALIDITY.
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14 If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in any way.
20. WAIVER.
The waiver by any party to this Agreement of a breach of any provision hereof shall be in writing and shall not operate or be construed as a waiver of any other or subsequent breach hereof unless specifically stated in writing.
21. AUDIT.
The City's duly authorized representative shall have access at all reasonable times to all reports, contract records, contract documents, contract files, and personnel necessary to audit and verify Consultant's charges to City under this Agreement.
Consultant agrees to retain reports, records, documents, and files related to charges under this Agreement for a period of four (4) years following the date of final payment for Consultant services. City's representative shall have the right to reproduce any of the aforesaid documents.
22. GOVERNING LAW.
This Agreement shall be governed according to the laws of the State of California.
23. HEADINGS NOT CONTROLLING.
Headings used in the Agreement are for reference purposes only and shall not be considered in construing this Agreement.
24. COMPLIANCE WITH LAWS.
Consultant shall insure compliance with all safety and hourly requirements for employees, in accordance with federal, state, and county safety and health regulations and #18..
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15 laws. Consultant shall fully comply with all applicable federal, state, and local laws, ordinances, regulations and permits.
25. CITY BUSINESS LICENSE.
Consultant shall have a City of Modesto business license.
WITNESS WHEREOF, the CITY OF MODESTO, a municipal corporation, has authorized the execution of this Agreement in duplicate by its City Manager and attested by its City Clerk under authority of Resolution No 2022-_______, adopted by the Council of the City of Modesto on the __________day of __________and Natec International Inc., has caused this Agreement to be duly executed.
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16 CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
The total cost for all materials, handouts, travel expenses are all included in the fee per class Pricing Schedule Attachment 1
No. Description Min/Per
Class
Max/Per
Class
Fee Per Class
1 Agricultural & Equipment Tractors N/A 15 $1,795.
2 Earthmoving Equipment (backhoe,
loader, excavator, etc.)
N/A
20 $1,795.
3 Building Inspector / Project Designer
(Asbestos)
N/A
15 $4,375 (l) 1200 (R) (BI)
$4,375 (l) 1350 ( R) (PD)
4 Cement Pipe (Asbestos) N/A 20 $1,200. (l)/995 (R)
5 Class I-IV Operations (Asbestos) N/A 25 $1,100.
6 Confined Spaces N/A 20 $1,350.
7 Cranes & Other Hoisting Equipment
Incl. Mobile / Tower/ Derrick
N/A
15 $1,795.
8 Cranes & Hoisting Equipment –
Rigging
N/A
20 $1,675.
9 Excavation/Trenching/Shoring N/A 20 $1,575.
10 Fall Protection (Competent Person) N/A 20 $1,575.
11 Fall Protection (End-User) N/A 20 $1,375.
12 First Aid/CPR/AED N/A 12 $995.
13 Hazardous Waste Operations &
Emergency Response Initial – 40 Hour
N/A
20 $6,500.
14 HAZWOPER 8-Hour Annual N/A 20 $1,350.
15 Industrial/Lift Trucks (Forklifts) &
Tractors
N/A
15 $1,575.
16 Electrical Safety – High Voltage N/A 20 $1,090.
17 Electrical Safety – Low Voltage N/A 20 $1,090.
(I) = Initial Training (R) = Refresher Training
“Additional Charges”
No Description Hourly Rate
1 Industrial Hygiene – minimum 4 hours $170.
2 Plans/Programs – minimum 4 hours $135.
3 Hazard Assessment – minimum 4 hours $130.
4 Samples $ Cost + 10%
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17 Safety Training Topics and Number of Employees
“Attachment 2”
Training Topic No. of Employees California Regulatory
Requirements
Agricultural & Equipment Tractors 25 3441(a)
Earthmoving Equipment (backhoe, loader,
excavator, etc.) 150 1510
Building Inspector / Project Designer
(Asbestos) 12 1529 & 341.6
Cement Pipe (Asbestos) 93 1529
Class I-IV Operations (Asbestos) 122 91529
Confined Spaces 120 5157(g), 5158 (c)(2)
Cranes & Other Hoisting Equipment Incl.
Mobile / Tower / Derrick 20 5006.1(a)
Cranes & Hoisting Equipment - Rigging 164 4999
Excavation/Trenching/Shoring 200 1541
Fall Protection (Competent Person) 24 1670
Fall Protection (End-User) 289 1670
First Aid/CPR/AED 361 3400(b)
Hazardous Waste Operations & Emergency
Response Initial - 40 hour 120 5192
HAZWOPER 8-Hour Annual 120 5192(q)(6)
Industrial/Lift Trucks (Forklifts) & Tractors 100 3668
Electrical Safety - High Voltage 11 Various
Electrical Safety - Low Voltage 21 Various
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1 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
FOR
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
PROPOSAL OPENING: TUESDAY, NOVEMBER 9, 2021 AT 11:00 A.M.
CITY OF MODESTO CONTACT: Kathy Crandall, Buyer
E-MAIL ADDRESS: [email protected]
PHONE: (209) 577-5420
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2 CITY OF MODESTO
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
TABLE OF CONTENTS
Page
. Notice to Proposers.............................................................................................................3 . City Contacts.......................................................................................................................4 . Calendar of Events..............................................................................................................4 . Offer and Acceptance..........................................................................................................4 . FORMS
. Submittal Checklist.............................................................................................................5 . Proposal Acknowledgement (Signature Form)................................................................6 . Pricing Schedule (Signature Form) ..................................................................................8 . Exceptions, Clarifications, Amendments ...........................................................................9 . References.........................................................................................................................10 . Financial Interest Disclosure (Signature Form) ............................................................13 . Company History Statement.............................................................................................15 . Minimum Qualifications...................................................................................................15 . Addenda Acknowledgement.............................................................................................16 . Technical Specifications and Requirements
. Proposal Evaluation Criteria.............................................................................................17 . Scope of Services..............................................................................................................18 . Required License...............................................................................................................20 . Insurance Requirements....................................................................................................20 . General Terms and Conditions
. Proposal Submittal............................................................................................................22 . Acceptance/Rejection of Irregular Bids............................................................................22 . Complete Proposal Submittal ...........................................................................................22 . Compliance / Non-Compliance ........................................................................................23 . Pricing Format...................................................................................................................23 . Pricing Schedule................................................................................................................23 . Award of Proposal ............................................................................................................23 . Evaluation Process............................................................................................................24 . Term of Contract...............................................................................................................24 . Termination of Services....................................................................................................25 . Payment.............................................................................................................................25 . Sample Agreement............................................................................................................33 . Attachment 1.....................................................................................................................48 . Attachment 2 ....................................................................................................................49 #18..
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3 NOTICE TO PROPOSERS
NOTICE IS HEREBY GIVEN that the City of Modesto, County of Stanislaus, State of California, will receive at the City Clerk’s office, 1010 Tenth Street, Suite 6600, Modesto, CA 95354 sealed proposals for the furnishing of Citywide Safety Consultation and Training Services for the City of Modesto.
All equipment, materials, and supplies shall be furnished F.O.B. City of Modesto. Proposals shall be submitted on the proposal sheet and shall be downloaded from the City’s Purchasing website at http://www.modestogov.com/257/Contracting-Bid-Opportunities; such proposals shall include all necessary specifications. It is highly recommended all proposal documents be downloaded from the City’s website.
Each proposal shall be sealed and filed with the City Clerk’s office, 1010 Tenth Street, Suite 6600, Modesto, CA 95354 no later than Tuesday, November 9, 2021 at 11:00 A.M., at which time proposals will be opened and recorded. All proposals shall be available for review following City Council award approval at the Purchasing Division, 1010 Tenth Street, 5th Floor, Suite 5300, Modesto, CA 95354.
Proposals will be received only at the address shown above, and prior to the time indicated. Any proposal received at or after said time and/or date, or at a place other than the stated address cannot be considered and will be returned to the proposer unopened.
All proposals, whether delivered by an employee of the proposer, U.S. Postal Service, courier or package delivery service must be received and time stamped at the stated address prior to the time designated. The City Clerk’s time stamp shall be considered the official timepiece for the purpose of establishing the actual receipt of proposals. The City of Modesto assumes no responsibility for delay in the delivery of the proposal.
On the outside of both the proposal envelope and courier envelope, the proposer shall indicate the following:
NAME AND ADDRESS OF PROPOSER
SPECIFICATION NUMBER 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
PROPOSAL OPENING DATE: NOVEMBER 9, 2021 AT 11:00 A.M.
MAIL TO: CITY CLERK COURIER TO: CITY CLERK
CITY OF MODESTO CITY OF MODESTO
P.O. BOX 642 1010 10TH STREET, SUITE 6600
MODESTO, CA 95353 MODESTO, CA 95354
The City reserves the right to reject any or all proposals or to waive any informalities or minor irregularities in a proposal.
No proposer may withdraw his/her proposal for a period of one-hundred twenty (120) days after the date set for the opening thereof.
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4 CITY CONTACTS
All questions regarding these specifications, terms, and conditions shall be submitted in writing to Kathy Crandall, Buyer via email at [email protected]
All contacts during the proposal process shall be through the Purchasing Division. Attempts by the proposer to contact department representatives may result in disqualification of the proposer from the proposal process.
CALENDAR OF EVENTS
Event Date
Proposal Issued September 27, 2021
Written Questions Due October 11, 2021
Addendum Issued (if required) October 25, 2021
Response Due BEFORE 11:00 A.M. on Tuesday, November 9, 2021 Proposal Award Date March, 2022
Note: Award date is approximate.
Note: Deliver or mail proposals to the referenced address, only, as indicated in the Notice to proposers.
It is the responsibility of each proposer to be familiar with all of the specifications, terms and conditions and the site condition (if applicable). The proposer agrees and acknowledges all RFP specifications, terms, and conditions and indicates the ability to perform by submission of a proposal. By the submission of a proposal, the proposer certifies that if awarded a contract they will make no claim against the City based upon ignorance of conditions or misunderstanding of the specifications.
OFFER AND ACCEPTANCE:
Seller represents his/her acceptance to provide products and/or services as follows: City's offer to purchase products and/or services is expressly conditioned upon Seller's assent to the terms and conditions set forth in City purchase order documents, specifications, supporting data, and these articles. Seller agrees that Seller's Order Acknowledgement terms and conditions received prior to, during, or after order placement by City are hereby rejected. City purchase orders signed by the City's Purchasing Manager or her designated agent and issued to Seller constitutes written notification to Seller of City's rejection of any and all of Seller Order Acknowledgements, counter offers and change to the City's terms and conditions.
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5 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
SUBMITTAL CHECKLIST
PROPOSAL SUBMITTAL CHECKLIST
The proposer shall provide a complete proposal in a sealed envelope before 11:00 A.M. on the bid opening date. Failure to provide all the required documents may cause the bid to be considered non-responsive.
COMPLETE PROPOSAL Page No.
. Proposal Acknowledgement (Signature Form)................................................................6 . Pricing Schedule (Signature Form) ..................................................................................8 . Exceptions, Clarifications, Amendments (if applicable)....................................................9 . References.........................................................................................................................10 . Financial Interest Disclosure Form (Signature Form)....................................................13 . Company History Statement ............................................................................................15 . Minimum Qualifications (Financials, Under Separate, Sealed Cover). Please note, only . one (1) set of financials need to be submitted with your original packet(s)…………….15 . Addenda Acknowledgement Page (if applicable) ...........................................................16 #18..
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6 PROPOSAL ACKNOWLEDGEMENT
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
The City is soliciting proposals from qualified proposers to furnish its requirements per the specifications, terms and conditions contained in the above referenced proposal number. This Proposal Acknowledgement must be completed, signed by a responsible officer or employee, dated and submitted with the proposal response.
Obligations assumed by such signature must be fulfilled.
1. Preparation of Proposals: (a) All prices and notations must be printed in ink or typewritten. No erasures permitted. Errors may be crossed out and corrections printed in ink or typewritten adjacent and must be initialed in ink by person signing the proposal. (b) Quote price as specified in proposal. No alterations or changes of any kind shall be permitted to the Proposal Form. Responses that do not comply shall be subject to rejection in total.
2. Failure to Submit Proposal: If you are not submitting a proposal but want to remain on the mailing list and receive future proposals, complete, sign and return this Proposal Acknowledgement and state the reason you are not pricing.
3. Taxes and Freight Charges: (a) Unless otherwise required and specified in the RFP, the prices quoted herein do not include Sales, Use or other taxes. (b) legally payable by City, will be paid by the City unless expressly included and itemized in the proposal. (c) Amount paid for transportation of property to the City is exempt from Federal Transportation Tax. An exemption certificate is not required where the shipping paper shows the consignee as one (1) of the Agencies; as such papers may be accepted by the carrier as proof of the exempt character of the shipment. (d) Articles sold to the Agencies are exempt from certain Federal excise taxes. The Agencies will furnish an exemption certificate.
4. Award: (a) Unless otherwise specified by the proposer or the RFP gives notice of an all-or-none award, the City may accept any item or group of items of any proposal. (b) Proposals are subject to acceptance at any time within thirty (30) days of opening, unless otherwise specified in the RFP. (c) A valid, written purchase order mailed, or otherwise furnished, to the successful proposer within the time for acceptance specified results in a binding contract without further action by either party. The contract shall be interpreted, construed and given effect in all respects according to the laws of the State of California.
5. Patent Indemnity: Proposers who do business with the City shall hold the City, its officers, agents and employees, harmless from liability of any nature or kind, including cost and expenses, for infringement or use of any patent, copyright or other proprietary right, secret process, patented or un-patented invention, article or appliance furnished or used in connection with the contract or purchase order.
6. Samples: Samples of items, when required, shall be furnished free of expense to the City and if not destroyed by test may upon request (made when the sample is furnished), be returned at the proposer’s expense.
7. Rights and Remedies of Agencies for Default: (a) In the event any item furnished by the proposer in the performance of the contract or purchase order should fail to conform to the specifications therefore or to the sample submitted by the proposer with its proposal, the City may reject the same, and it shall thereupon become the duty of the proposer to reclaim and remove the same forthwith, without expense to the City, and immediately to replace all such rejected items with others conforming to such specifications or samples; provided that should the proposer fail, neglect or refuse so to do the City shall thereupon have the right to purchase in the open market, in lieu thereof, a corresponding quantity of any such items and to deduct from any moneys due or that may there after come due to vendor the difference between the prices named in the contract or purchase order and the actual cost thereof to the City. In the event that the proposer fails to make prompt delivery as specified for any item, the same conditions as to the rights of the City to purchase in the open market and to reimbursement set forth above shall apply, except when delivery is delayed by fire, strike, freight embargo, or Act of God or the government. (b) Cost of inspection or deliveries or offers for delivery, which do not meet specifications, will be borne by the proposer. (c) The rights and remedies of the Agencies provided above shall not be exclusive and are in addition to any other rights and remedies provided by law or under the contract.
8. Discounts: (a) Terms of less than ten (10) days for cash discount will be considered as net. (b) In connection with any discount offered, time will be computed from date of complete, satisfactory delivery of the supplies, equipment or services specified in the RFP, or from date correct invoices are received by the City at the billing address specified, if the latter date is later than the date of delivery. Payment is deemed to be made, for the purpose of earning the discount, on the date of mailing the City’s check.
9. California Government Code Section 4552: In submitting a proposal to a public purchasing body, the proposer offers and agrees that if the proposal is accepted, it will assign to the purchasing body all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec. 15) or under the Cartwright Act (Chapter 2, commencing with Section 16700, of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, materials, or services by the proposer for sale to the purchasing body pursuant to the proposal. Such assignment shall be made and become effective at the time the purchasing body tender’s final payment to the proposer.
10. No Guarantee or Warranty: The City makes no guarantee or warranty as to the condition, completeness or safety of any material or equipment that may be traded in on this order.
11. Two “Inked” Signed Original Proposal Document Requested: Failure to furnish at least one “inked” signed original proposal document may result in disqualification.
THE undersigned acknowledges receipt of the referenced RFP and/or Addenda and offers and agrees to furnish the articles and/or services specified on behalf of the proposer indicated below, in accordance with the specifications, terms and conditions of this RFP and Proposal Acknowledgement, for the pricing indicated on the Pricing Schedule.
Firm:
Address:
City/State/Zip:
Signature/Title/Date:
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7 PRICING SCHEDULE
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
The total cost for all materials, handouts, and travel expenses shall be included in the fee per class No. Description Min/Per Class Max/Per Class Fee Per Class 1 Agricultural & Equipment Tractors $______________
2 Earthmoving Equipment (backhoe, loader,
excavator, etc.) $______________
3 Building Inspector / Project Designer
(Asbestos) $______________
4 Cement Pipe (Asbestos) $______________
5 Class I-IV Operations (Asbestos) $______________
6 Confined Spaces $______________
7 Cranes & Other Hoisting Equipment Incl.
Mobile / Tower/ Derrick $______________
8 Cranes & Hoisting Equipment - Rigging $______________ 9 Excavation/Trenching/Shoring $______________
10 Fall Protection (Competent Person) $______________
11 Fall Protection (End-User) $______________
12 First Aid/CPR/AED $______________
13 Hazardous Waster Operations & Emergency
Response Initial – 40 Hour $______________
14 HAZWOPER 8-Hour Annual $______________
15 Industrial/Lift Trucks (Forklifts) & Tractors $______________ 16 Electrical Safety – High Voltage $______________
17 Electrical Safety – Low Voltage $______________
Total $______________
“Additional Charges”
No Description Hourly Rate
1 $______________
2 $______________
3 $______________
4 $______________
Total $______________
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8 Will proposer accept the City’s Epay Payment Program? Please check one: Yes ____ No ____ Information regarding the program is provided in Section 2.15 Payment.
City Business License No. __________ Expiration Date: __________ THE undersigned acknowledges receipt of the referenced RFP and/or Addenda and offers and agrees to furnish the articles and/or services specified on behalf of the proposer indicated below, in accordance with the specifications, terms and conditions of this RFP and Proposal Acknowledgement, for the pricing indicated on the Pricing Schedule.
Company Name (Proposer):
By (Person Submitting Proposal): (Print)
By (Person Submitting Proposal): (Signature)
Title of Person Submitting Proposal:
Business Address
(City/State/Zip):
Email Address:
Telephone Number:
Fax Number:
Date:
Company Name (Proposer):
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9 EXCEPTIONS, CLARIFICATIONS, AMENDMENTS
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
List requests for proposal clarifications and exceptions below, if any, sign and submit with your proposal response.
Item No. Reference To: Description
Page No. Paragraph No.
Company Name (Proposer):
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10 REFERENCES
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
All proposers must provide a list of five (5) current or former clients in the area provided below, identifying prior experience with the same type of services requested by the City under Scope of Work.
References shall have similar volume and requirements to those outlined in these specifications, terms and conditions. Proposer’s failing to provide references shall be deemed unacceptable.
The City may contact some or all of the references provided in order to determine the Proposers’ performance record on services similar to that described in this proposal. The City reserves the right to contact references other than those provided in the response and to use the information gained from them in the award process.
Company Name:
Address:
City, State, Zip Code:
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
Company Name:
Address:
City, State, Zip Code:
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
Company Name:
Address:
City, State, Zip Code
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
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11 Company Name:
Address:
City, State, Zip Code
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
Company Name:
Address:
City, State, Zip Code
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
Company Name (Proposer):
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12 FINANCIAL INTEREST DISCLOSURE
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
FINANCIAL INTEREST DISCLOSURE
REQUIRED DISCLOSURE BEGINNING THE COUNCIL MEETING
OF JANUARY 7, 2003
The ordinance requiring financial interest disclosure by all parties having a direct or indirect interest of $2,000 or more (except for certain publicly traded companies) will be effective at the Council meeting of January 7, 2003. This means that any Council action on a contract, agreement or development right must be accompanied by a FINANCIAL INTEREST DISCLOSURE FORM listing by name all parties that have a material financial interest in the agreement, contract or development right.
PLEASE NOTE, any Council action that requires a FINANCIAL INTEREST DISCLOSURE cannot be considered by the City Council until the required reporting is made. That means that Agenda Items without the DISCLOSURE will be removed from the Council Agenda.
FinDisclosure12-19
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13 FINANCIAL INTEREST DISCLOSURE
All persons included within the meaning of either of the following tests have a material financial interest in an agreement, or application for development rights, submitted for approval or disapproval by the City Council, and shall be identified by the applicant, by name.
Tests of Materiality:
1. Whether it is foreseeable to a reasonable person that the value of their interest in property available for use by an applicant, or their interest in the applicant itself, may increase or decrease by an amount greater than $2,000.00 as a direct or indirect result of Council action on the applicant’s agreement or application for development rights.
2. Whether it is foreseeable to a reasonable person that the person’s gross income from the applicant may increase or decrease by a sum greater than $2,000.00 as a direct or indirect result of Council action on the agreement or application for development rights.
It is the legal obligation of all applicants for approval of an agreement or of an application for development rights to verify in writing, under penalty of perjury, that the identity of each person having a material financial interest in the agreement or application or development rights is true, correct and complete.
The applicant understands that this information is provided under penalty of perjury, and that intentionally supplying misinformation or deception may result in either invalidation of the agreement or application, or criminal prosecution for misdemeanor violation of the Modesto Municipal Code, or both. Negligent provision of misinformation shall be grounds for invalidation. In accordance with the Modesto Municipal Code, each applicant has a continuing obligation to maintain the truth, accuracy and completeness of the financial interest disclosure information provided below until after final consideration by the City Council of any matter arising out of or relating to the agreement or application.
By signing this document, I agree to the information contained within.
COMPANY NAME: ____________________________________________________ __________________________________
APPLICANT’S NAME (SIGNATURE):
__________________________________
APPLICANT’S NAME/TITLE (PRINT):
__________________________________
Applicable Names: DATE:
(See attached list)
Questions concerning the application of either test to particular facts should be resolved in advance of Council action by agreement with the department head recommending approval of its agreement/application.
DIRECTOR
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14 FINANCIAL INTEREST DISCLOSURE
COMPANY NAME: __________________________________________ NAMES
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
Signature / Print:
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15 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
COMPANY HISTORY STATEMENT
Your company shall have been in business for a minimum of three (3) continuous years (immediately prior to the time of the RFP submittal date) providing the types of services requested in this RFP.
The company history statement shall be prepared on company letterhead and provided with the proposal submittal.
MINIMUM QUALIFICATIONS
Minimum Qualifications are mandatory for proposal consideration, and at a minimum shall include the following:
Financial Stability (Provided in a sealed separate envelope):
Proposers shall submit a copy of their company’s most recent professionally prepared Financial Statements (Income Statement and Balance Sheet). These statements, if unaudited, shall be accompanied by a cover letter that states the name and title of the preparer, the basis of the financial statement presentation (cash or accrual) and whether these statements have been prepared in accordance with Generally Accepted Accounting Principles for the most recent fiscal year end of the proposer. Audited financial statements shall be submitted in their entirety, including the auditor’s opinion and notes to the financial statements.
A separate document shall be provided and signed under penalty of perjury by the proposer’s financial officer or owner that explains the proposer’s inability to provide statements for a fiscal period that ended at least eight (8) months before the required date of submittal, if such inability exists.
One complete set of Financial Statements shall be submitted in a sealed separate envelope filed with the (original proposal document), marked with the following:
FINANCIAL STATEMENTS
NAME AND ADDRESS OF PROPOSER
SPECIFICATION NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
PROPOSAL OPENING DATE: NOVEMBER 9, 2021 AT 11:00 A.M.
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16 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
ADDENDA ACKNOWLEDGEMENT
The bidder shall check the RFP listing on the City or PlanetBid website, periodically, and in any event, no later than the day prior to bid opening to obtain any addenda information. The changes identified in the addenda modify this request for bid and specifications. The addenda now become a part of this request for bid and specifications. Signing the Bid on the signature portion thereof, the bidder is acknowledging that the bidder has confirmed that he or she has received all addenda issued for this request for bid and specifications, and has included costs for such in the bid submitted. Failure to list and acknowledge all addenda numbers may cause the bid to be considered nonresponsive. Do not attach any of the addenda to this sheet nor include them with the bid.
This document is only required to be returned should addenda have been issued.
The proposal is submitted with respect to the changes to the request for bid and specifications included in addenda numbers:
LIST ALL ADDENDA
NUMBERS:_____________________________________________________ Company Name (Bidder):
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17 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
Most of the material needed to present a comprehensive proposal can be placed into one of the sections listed. Responses should be complete and detailed. However, if relevant information needs to be presented to further support the proposer’s case other appropriate sections may be added.
EVALUATION
All responsive proposals submitted will be reviewed by a City of Modesto evaluation committee.
At the completion of the proposal review, finalists may be asked to provide an in-depth presentation and product demonstration in Modesto. Whether or not a presentation shall be performed is wholly within the discretion of the evaluation committee. The committee will select the proposal which best fulfills the City’s requirements and represents the best value to the City of Modesto as determined by the evaluation committee. No single factor will determine the final award decision.
Overall responsiveness to the Request for Proposals is an important factor in the evaluation process.
EVALUATION CRITERIA
1. REFERENCES
2. BACKGROUND OF FIRM
3. QUALIFICATIONS AND EXPREIENCE OF PERSONNEL
4. LEVEL OF SERVICE
5. COST
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18 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
“GLOSSARY”
o Consecutive Days – Days occurring one after the other. o Full-Service City - offering or providing a wide range of services related to the basic line of business
o IIPP – Injury and Illness Prevention Program
o MSDS – Material Safety Data Sheets
o RFP – Request for Proposal
1.0 SCOPE OF WORK:
A. Intent:
The City of Modesto is seeking a qualified vendor to perform Safety Training and Consulting Services to assist the City in complying with state and federal environmental health and safety regulations. The City of Modesto is a full-service city with over 1500 full and part-time employees in industries including Water and Wastewater, Parks and Recreation, Public Works, Law Enforcement, Fire & EMS.
B. Scope:
This Request for Proposal (RFP) is to identify a qualified health and safety consultant to provide a range of services. The list of services shall include the following:
• Written Safety Program Consultation
• On-Site Safety Training Services
• Industrial Hygiene Services
• Safety Consultation and Additional Services
TECHNICAL SPECIFICATIONS AND GENERAL REQUIREMENTS
1.1 SPECIFIC REQUIREMENTS:
A. Written Safety Program Consultation
The Consultant shall assist the City of Modesto in the review and development of written Occupational Health and Safety programs as required by state and federal regulations as requested by the City. Develop site-specific information. Provide written program consultation as required to control specific hazards in individual departments including, but not limited to:
• Aerosol Transmissible Diseases – Title 8 CCR §5199
• Covid-19 Prevention – 8 CCR §3205
• Chemical Hygiene Plan – Title 8 CCR §5191
• Permit-required Confined Spaces Program – Title 8 CCR §5157 • Emergency Action Plan – Title 8 CCR §3220
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19 • Exposure Control for Bloodborne Pathogens – Title 8 CCR §5193 • Hazard Communication Program - Title 8 CCR §5194
• Hearing Conservation Program – Title 8 CCR §5097
• Heat Illness Prevention – Title 8 CCR §3395
• Lockout/Tagout – Title 8 CCR §3314
• Respiratory Protection – Title 8 CCR §5144
• Workplace Violence Prevention – Title 8 CCR §3203
B. On-Site Safety Training Services:
The Consultant shall maintain a staff of qualified Risk Control and Safety professionals who are qualified to develop and implement a comprehensive safety training program and provide high quality occupational health and safety consulting and training services including:
• Provide on-site training, train-the-trainer training, or tailgate training materials for each topic listed in a sufficient quantity to train all employees. Based on the summary of required training topics and number of employees requiring such training included in Attachment 2, listed on page 49.
• Conduct employee training sessions on additional risk management or occupational health and safety topics for city staff as requested by the City. • Ensure the City’s training is scheduled within ten (10) days of a request and reflects the most recent Cal/OSHA updates.
Course outlines and instructor qualifications shall be made available ahead of time for each training and approved by the City. Contractor shall provide for each class; • Sign in sheets
• Certificates
• Class evaluation forms for all class participants
C. Industrial Hygiene Services
Provide industrial hygiene consultant services as requested by the City including:
• Identify potential occupational health exposures for specific operations. • Conduct industrial hygiene evaluations (e.g., air monitoring, noise monitoring). • Review and/or develop written occupational health programs (e.g., Respiratory Protection, Hearing Conservation, and Site-Specific Programs). • Recommend engineering controls, work practices and personal protective equipment to control exposures associated with specific operations. • Assist in integrating occupational health programs into the safety management program.
D. Safety Consultation and Additional Services:
As requested by the City, be prepared to advise City staff on matters pertaining to employee safety and health and regulatory compliance. Such consultation should be in accordance with industry standards and best practices. These services shall be available as needed and solely at the request of the City, and shall be compensable at an hourly or partial-hourly rate as defined in any subsequent contract. #18..
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20 Additional Services
Services outside of the predefined services will be invoiced at the rate listed in the “Additional Services” section of the approved Fee Schedule. Additional Services and any associated costs shall be approved prior to commencement of work.
E. Monthly Schedule:
The awarded Contractor shall contact the City of Modesto to establish training and inspection dates for the next twelve (12) months. To facilitate a cost savings, the Contractor may schedule monthly safety inspections and training services on consecutive days during the month. Date changes will be agreed upon by both parties. It is the intention of the City of Modesto to fulfill the training and inspections outlined in this scope in the most efficient manner.
Service Hours
Services are to be rendered during the regular business work week (Monday – Friday) and during regular business hours (6:00 am to 5:00 pm.). Services rendered outside the regular work week may incur additional fees. Services rendered outside regular business hours must be mutually agreed upon prior to commencement of work.
1.2 REQUIRED LICENSES:
Prior to beginning any service that shall be furnished under this specification, the proposer shall secure the appropriate Business/Delivery license from the City of Modesto. Business/Delivery license information may be obtained by calling (209) 577-5389.
If the proposer is furnishing any labor or service including installation or maintenance, the proposer shall possess the appropriate California Contractor's license(s) at the time the proposal is submitted. A contract shall not be awarded to a proposer that does not possess the appropriate Contractor's license(s). The appropriate Contractor's license (s) is that specified in this request, or if not specified, that which is otherwise required by law, and qualifies the Contractor to do business in the State of California.
1.3 INSURANCE REQUIREMENTS:
The CONSULTANT shall provide, at its own expense, and maintain at all times the following insurance with insurance companies licensed in the State of California and shall provide evidence of such insurance to the CITY as may be required by Risk Division. The policies or certificates thereof shall provide that, thirty (30) days prior to cancellation or material change in the policy, notices of same shall be given to the Risk Manager of the CITY by registered mail, return receipt requested, for all of the following stated insurance policies.
A. Workers' Compensation - in compliance with the statutes of the State of California, plus employer's liability with a minimum limit of liability of $1,000,000.
B. General Liability - insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. The insurance shall indicate on the certificate of insurance the following coverage and indicate the policy aggregate limit applying to: premises and operations; broad form contractual; independent CONSULTANTS and SUBCONSULTANTS; products and completed operations; and/or professional liability.
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21 C. Automobile Liability – insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. This insurance shall cover any automobile for bodily injury and property damage.
D. Professional Liability – insurance with a minimum limit of $1,000,000 per claim and $2,000,000 policy aggregate. If coverage is on a claims made basis it shall be maintained for at least three (3) years following completion of the work.
E. Waiver of Subrogation (Form Required)
F. Additional Insured Status-endorsement - Additional Named Insured language required: The City of Modesto, its officers, officials, employees, agents and volunteers are to be covered as additional insureds.
If at any time any of said policies shall be unsatisfactory to the CITY, as to form or substance or if a company issuing such policy shall be unsatisfactory to the CITY, the CONSULTANT shall promptly obtain a new policy, submit the same to Risk Manager for approval and submit a certificate thereof as hereinabove provided. Upon failure of the CONSULTANT to furnish, deliver or maintain such insurance and certificates as above provided, this Agreement, at the election of the CITY, may be forthwith declared suspended, or terminated. Failure of the CONSULTANT to obtain and/or maintain any required insurance shall not relieve the CONSULTANT from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of the CONSULTANT concerning indemnification. The CITY, its agents, officers, employees, and volunteers shall be named as an additional insured on all insurance policies required herein, except Workers' Compensation.
The Workers' Compensation insurer shall agree to waive all rights of subrogation against the CITY, its agents, officers, employees, and volunteers for losses arising from work performed by CONSULTANT for the CITY.
The CONSULTANT's insurance policy(ies) shall include a provision that the coverage is primary as respects the CITY; shall include no special limitations to coverage provided to additional insured; and, shall be placed with insurer(s) with acceptable Best's rating of A: VII or with approval of the Risk Manager.
For any claims related to this project, the CONSULTANT’s insurance coverage shall be primary insurance as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the CONSULTANT’s insurance and shall not contribute with it. #18..
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22 GENERAL REQUIREMENTS
2.0 PROPOSAL SUBMITTAL:
Proposer should submit two “inked” (preferably blue ink) signed original proposal documents, plus nine (3) copies of the signed original proposal document and One (1) electronic copy submitted via USB. The original proposal document shall be clearly marked. Photocopies do not constitute an original proposal document.
FAILURE TO FURNISH AT LEAST ONE “INKED” SIGNED ORIGINAL PROPOSAL DOCUMENT MAY RESULT IN DISQUALIFICATION.
It is the responsibility of the proposers to identify information in their proposal responses that they consider confidential under the California Public Records Act. To the extent that the City agrees with that designation, such information will be held in confidence whenever possible. All other information will be considered public.
All costs associated with the preparation of this proposal shall be borne by the proposer.
All exceptions taken to these specifications shall be specifically and clearly identified on the Exceptions, Clarifications, and Amendments Form. Failure to comply with this provision is grounds for proposal rejection.
Exceptions taken shall not affect the overall performance and quality of the services required by the City. The Purchasing Manager or her designated agent shall make the final decision regarding the acceptability of the services with exceptions.
Proposal shall be made in the format specified below. All requested exhibits shall be submitted with the completed Proposal and in the designated format. No oral, telegraph, telephone, facsimile or electronic proposals will be accepted. Failure to comply with all requirements may result in proposal rejection.
2.1 PROPOSAL PREPARATION:
Proposal shall be submitted in a three-ring binder with section tabs (A through Z as needed) with responses in the order described below. In those instances where specific questions are asked, each question shall be repeated in the proposal with the response following the question.
Extraneous or marketing information shall not be included.
If a service requirement cannot be met, Proposer shall indicate “No Proposal” in the relevant section of the proposal. In this case, proposer may offer an alternative equivalent service.
2.2 ACCEPTANCE/REJECTION OF IRREGULAR PROPOSALS:
A contract shall be awarded to the proposer whose proposal most closely satisfies the needs of the City and is deemed the most advantageous to the City. The City reserves the right to reject any or all proposals or to waive any informalities or minor irregularities in a proposal.
2.3 COMPLETE PROPOSAL SUBMITTAL:
The following documents constitute the makeup of a complete proposal submittal:
• Proposal Acknowledgement (Signature Form)
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23 • Pricing Schedule (Signature Form)
• Exceptions, Clarifications, Amendments
• References
• Financial Interest Disclosure (Signature Form)
• Addenda Acknowledgment Form (If Applicable)
• Company History Statement
• Minimum Qualifications (Financials)
Failure to furnish any of these documents may result in disqualification.
2.4 PROPOSAL PREPARATION:
Proposals shall be prepared in the order listed in Section 2.3 Complete Proposal Submittal.
Proposals should be tabbed with dividers. Tabbed dividers shall be clearly marked indicating the appropriate document.
2.5 COMPLIANCE:
Proposers are required to sign the “Pricing Schedule, Financial Interest Disclosure and Proposal Acknowledgement Forms” of this proposal document, thereby acknowledging they are in full compliance with all requirements of RFP No. 2021-18, and any addendum to such proposal.
Failure to comply may result in disqualification.
The proposer guarantees that the offered equipment, material or services meet all safety requirements applicable in accordance with Cal-OSHA regulations and any other rule or regulation required by the City of Modesto.
2.6 NON-COMPLIANCE:
If you cannot comply with a specification requirement, note as an addendum on the Exceptions, Clarifications, Amendments Form specification paragraph, your exception, and your recommendation. The Purchasing Manager will evaluate your recommendation. If after evaluation it is determined that the proposer is not in compliance with the specification, the proposal may be rejected.
2.7 PRICING FORMAT:
All labor, initial background checks, drug-screening, licenses and insurance necessary to perform the services shall be included in the proposed pricing.
Unless otherwise stated, the proposer agrees that, in the event of a price decline, the benefit of such lower pricing shall be extended to the City.
2.8 PRICING SCHEDULE:
Proposers shall use the Pricing Schedule Form to present their proposed pricing. No other form or format shall be accepted.
2.9 AWARD OF PROPOSAL:
Proposals shall be evaluated by a committee and will be ranked in accordance with the RFP section entitled “Evaluation Criteria.”
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24 The committee shall recommend award to the proposer who, in its opinion, has submitted a proposal that best serves the overall interests of the City, and attains the highest overall point score.
Award may not necessarily be made to the proposer with the lowest price.
The City reserves the right to decline to award a contract if it is determined that the proposed pricing is not competitively priced based on similar contracts with public agencies within the State of California.
The City reserves the right to select that proposal, which best suits the City’s needs. Regardless of City staff’s recommendation, the City Council reserves the right to award a contract to the proposer that best suits the City’s needs as determined by the City Council whether or not said award is consistent with City staff’s recommendation for award.
Contracts may be awarded to more than one company.
2.10 EVALUATION PROCESS:
Proposals shall be evaluated using a three (3) step process:
Level 1 – Minimum Qualifications Review: The City shall perform an initial responsiveness review to determine compliance and shall notify disqualified Proposers. Proposers that do not meet the “Minimum Qualifications” requirements shall be deemed non-responsive and/or/nonresponsible to this RFP and will receive no further consideration.
Level 2 – Proposal Content and Cost Ratings: Proposals that meet Level 1 Minimum Qualifications Review shall be evaluated based on the evaluation criteria “Proposal Evaluation Criteria”. Proposer submittals shall be evaluated and scored. Proposer cost information shall be evaluated as part of Level 2 evaluation process.
Level 3 – Short List (Oral Presentations): At the sole discretion of the Evaluation Committee, a “short list” of proposers may be developed of the highest rated written submissions, based on Level 1 and Level 2 rankings. If the Evaluation Committee chooses, these proposers would be invited to give presentations. Final scoring of “short list” proposals shall be completed upon the conclusion of presentations.
2.11 TERM OF CONTRACT:
The term of the contract shall be for a period of two (2) years, with three (3) one-year extension options at the sole discretion of City, for a total of up to five (5) years.
A. Pricing shall remain firm for the first two (2) years of any contract, which may be awarded pursuant to this RFP.
B. Price increases for subsequent contract years number and number, shall not exceed the Consumer Price Index (CPI) for West Urban Area in any one contract year, and shall be negotiated through the Purchasing Division. Requests for price increases shall be submitted by Contractor(s) in writing, at least sixty (60) days prior to the annual anniversary date of the contract to be effective for the subsequent year.
2.12 QUANTITIES:
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25 The successful proposer shall be required to provide whatever quantities may be required during the contract term. No minimum or maximum is guaranteed or implied.
2.13 FUNDING:
All annual extensions are based upon continuous funding for that purpose by the City Council.
Failure to fund any annual extension shall result in an immediate termination of the agreement without redress.
2.14 INSPECTION AND ACCEPTANCE:
Whenever the product or service provided by the supplier has been delivered to the delivery point, the designated agent shall make the final inspection and acceptance.
If upon initial inspection the product or service is found to be defective in its construction or deficient in any of the requirements of this specification, the supplier shall remedy or remove said product in an acceptable manner at the supplier's expense. No compensation shall be allowed for such correction of product, labor, or transportation of product.
2.15 CITY BUSINESS LICENSE:
Prior to beginning any service, that shall be furnished under this specification and proposal, the Proposer shall secure the appropriate Business license from the City of Modesto. Business license information may be obtained by calling (209) 577-5389.
2.16 TERMINATION OF SERVICES:
Refer to the “Sample Agreement” for termination of services
2.17 ELECTRONIC PAYMENT:
Electronic Payment Method:
The City of Modesto provides an Epay Program which involves payment of invoices by a secure Visa account number assigned to the supplier after award of bid or contract. Notification of payments and required invoice information is issued to the supplier’s designated Accounts Receivable contact by email remittance advice at time of payment.
During the evaluation process preference may be shown to proposers that agree to accept Epay for payment of invoices. Please indicate on the Pricing Schedule whether or not your company will accept the City’s Epay Program.
Invoice to: City of Modesto
Attn: Accounts Payable
P.O. Box 642
Modesto, CA 95353
Email to: [email protected]
2.18 OTHER GOVERNMENT/PUBLICLY FUNDED AGENCIES:
If mutually agreeable to all parties, the issuance of any resultant contract/purchase order referencing these specifications and modified by mutual agreement between all parties may be extended to other government or publicly funded agencies. It shall be understood that all terms and conditions as specified herein shall apply.
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26 2.19 NON-DISCRIMINATION:
A. During the performance of this contract, Contractor and its subcontractors shall not unlawfully discriminate against any employee or applicant for employment because of race, color, ancestry, religion, sex, national origin, marital status, age, medical condition (cancer related), physical handicap (including AIDS), or sexual orientation. Equal employment opportunity extends, but is not limited to recruitment, compensation, benefits, layoff, termination, and all other conditions of employment. Contractor and subcontractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free of such discrimination. Contractor and subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Government Code, Section 12900 et seq.) and the applicable regulations promulgated thereunder (California Administrative Code, Title 2, Section 7285.0 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code, Section 12900, set forth in Chapter 5 of Division 4 of Title 2 of the California Administrative Code are incorporated into this contract by reference and made a part hereof as if set forth in full.
B. Contractor and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement.
C. Contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the contract.
D. Contractor shall permit access by representatives of the Department of Fair Employment and Housing and the City upon reasonable notice at any time during the normal business hours, but in no case less than twenty-four (24) hours notice, to such of its books, records, accounts, other sources of information and its facilities as said Department or City shall require to ascertain compliance with this clause.
2.20 NON-DISCRIMINATION OF THE HANDICAPPED:
CERTIFICATION OF PROPOSER REGARDING NON-DISCRIMINATION OF THE
HANDICAPPED
By executing this agreement, the proposer hereby certifies that he/she is in compliance with the Americans with Disabilities Act of 1990, the applicable administrative requirements promulgated in response thereto, and any other applicable Federal laws and regulations relating to handicap
discrimination and participation, and will continue to do so for at least the duration of the agreement and any extensions thereof.
2.21 DRUG FREE WORKPLACE:
Proposer/Contractor certifies that he/she is in compliance with Sections 8350 - 8355 of Chapter
5.5 of the Government Code, Drug Free Workplace Act. Every person or organization awarded a contract/purchase order or grant for the procurement of any property or service from any state agency (city) shall certify to the contracting or granting agency that it will provide a drug free workplace.
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27 2.22 HOLD HARMLESS AGREEMENT:
The CONTRACTOR shall hold the CITY, its agents, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities and damages from every cause, including but not limited to injury to person or property or wrongful death, with the indemnity to include reasonable attorney's fees, and all costs and expenses, arising directly or indirectly out of any act or omission of CONTRACTOR, whether or not the act or omission arises from the sole negligence or other liability of CITY, or its agents, officers, employees, or volunteers relating to or during the performance of its obligations under the Agreement.
2.23 ASSIGNMENT OF RIGHTS:
CONTRACTOR offers and agrees, and will require all subcontractors and suppliers to agree, to assign to the CITY all rights, title, and interest in and to all causes of action it and they may have under Section 4 of the Clayton Act (15 United States code, Section 15) or under the Cartwright Act (Business and Professions Code, Section 16700 et seq.), arising from the purchase of goods, services, or materials pursuant to this contract or any subcontract. The assignment made by CONTRACTOR and all assignments made by subcontractors and suppliers shall be made and become effective at the time the CITY tender’s final payment to CONTRACTOR, without further acknowledgment by the parties (Government Code, Sections 4550-4554).
2.24 CITY PROCESS/PROCEDURE APPROVALS:
CITY approval of any process or procedure shall not relieve the proposer of his/her responsibility to furnish the required items and service meeting all specifications contained herein.
2.25 PROPOSAL/SELLER REPRESENTATION:
The proposer/seller represents that:
A. He/She has had an opportunity to examine and has examined any and all of the documents, including specifications, any resultant purchase order and supporting data, and that he/she has, from the information contained in such documents, specifications, and data, fully acquainted him/her with all conditions relevant to the work.
B. He/She has made all reasonable investigations essential to a full understanding of the difficulties, which may be encountered in performing the work.
C. He/She will complete the work for the compensation stated above.
D. He/She assumes full and complete responsibility for all conditions relevant to the work and all risks in connection therewith.
E. In addition, thereto, the proposer/seller represents that he/she is fully qualified to do the work in accordance with the terms of any Purchase Order issued within the time specified in it.
F. Anything mentioned in the specifications and not in the Purchase Order, or mentioned in the Purchase Order and not mentioned in the specifications, shall be of like effect as if shown or mentioned in both. In case of difference between the specifications and the Purchase Order, the Purchase Order shall govern.
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28 2.26 FAILURE TO PERFORM SATISFACTORY:
It is agreed and understood that if the CONTRACTOR fails to perform the work as specified herein, CITY's representative may (1) consent to accept such unsatisfactory service with an appropriate adjustment in contract price, based on established cost factors, (2) have such required work done by CITY forces or otherwise, and charge the cost thereof to the CONTRACTOR, or (3) recommend termination of contract between said CONTRACTOR and the City of Modesto.
Those discrepancies and deficiencies in the work that remains uncorrected after the date set for correction may be the necessary justification for a billing adjustment in the month following the occurrence. Unless otherwise negotiated, billing adjustments for this incomplete or uncorrected work shall be permanent retention of 100% of the estimated monthly cost for the work not corrected or completed.
2.27 CONTRACTOR'S RESPONSIBILITY FOR DAMAGES:
If CONTRACTOR damages any property belonging to the CITY, the CITY may either retain from the money due to CONTRACTOR an amount sufficient to repair the damage or require CONTRACTOR to repair the damage to the satisfaction of the CITY at CONTRACTOR's expense.
2.28 LABOR FORCE AND SUPERVISION:
CONTRACTOR shall provide sufficient labor at all times to carry out the project properly and shall ensure that fully experienced competent licensed workers who are skilled in the type of work required are employed. CONTRACTOR shall ensure that supervision is provided at all times while any work under this contract is being performed. If, in the judgment of the CITY, any person is incompetent or disorderly, CONTRACTOR shall promptly remove such person from the work for the duration of the contract.
2.29 PROTEST AND APPEAL PROCEDURES:
Potential offerors, bidders, contractors, and subcontractors wishing to protest or appeal a procurement or contracting decision by the City of Modesto must follow the procedures provided by the section. Protests or appeals which are not submitted in accordance with these procedures will not be reviewed.
DEFINITIONS
For the purposes of this procedure: "Days" means working days in which City Hall is open for business, excluding holidays and weekends.
"Filing Date" or "Submission Date" means the date of receipt by the City Clerk’s office of the City of Modesto.
"Interested Party" means an actual or prospective bidder or offeror, or any contractor or subcontractor identified by name in any bid or proposal. "Bid" includes the term "offer" or "proposal" as used in the context of formal, informal, or negotiated procurements.
"Announced Decision" includes the term “Notice of Intent to Award Letter”. Once the City has issued an Announced Decision, the date noted will begin the time that an Interested Party may #18..
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29 lodge a protest. Procurements valued at $50,000 or less normally will not have an Announced Decision.
A. PROTEST PROCEDURES
1. Any interested party may lodge a written protest to an Announced Decision with the City of Modesto's Purchasing Manager no later than ten (10) days after the Announced Decision.
2. The protest shall be delivered or sent by registered mail and postmarked by the deadline, or protest will be automatically rejected. Protestors who choose to be represented by legal counsel are responsible for the associated expenses.
3. The protest shall be accompanied by a certified or cashier's check in the amount of $300.00, (EXCEPT FOR PROTESTS OF FEDERALLY FUNDED
PROJECTS) or in such other sum as the City may establish, made payable to the Clerk of the City of Modesto. Protests filed without the requisite fee will be rejected without any additional review.
4. The protest filed with the Purchasing Manager shall:
a. Include the name, address, and business telephone number of the protestor;
b. Identify the project under protest by name, Request for Bid (RFB)/Request for Proposal (RFP) number, and bid/RFP date; c. Contain a concise statement of the grounds for protest; d. Include all supporting documentation, if any. Documentation submitted after filing deadline will not be reviewed.
All protests shall either be delivered to:
City Clerk’s Office
Attn: Purchasing Manager
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:
City Clerk’s Office
Attn: Purchasing Manager
PO Box 642
Modesto CA 95353
B. PROTEST REVIEW (ANNOUNCED DECISION)
1. Protest to Purchasing Manager
Upon receipt of a complete and timely protest, the Purchasing Manager shall review all the submitted materials and shall create and retain a written record of the review. The Purchasing Manager shall respond at least generally to each #18..
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30 material issue raised in the protest not later than ten (10) days after receipt of the protest. Notice of the Purchasing Manager's decision may be given by letter mailed through U.S. Postal Service.
2. Appeal to Deputy City Manager
The Purchasing Manager's decision may be appealed in writing to the City of Modesto's Deputy City Manager(s) no later than ten (10) days after the date of the Purchasing Manager’s Decision. The scope of the appeal shall be limited by the issues raised in the initial protest to the Purchasing Manager. The Deputy City Manager shall not be permitted to review any newly raised issues. The Deputy City Manager shall review the appeal, accompanying supporting documents, if any, and the written record of the protest review by the Purchasing Manager.
A written record of the Deputy City Manager's review shall be created and maintained. The Deputy City Manager shall give notice of his or her decision to the protestor within ten (10) days after receipt of appeal.
All protest appeals shall either be delivered to:
City Clerk’s Office
Attn: Deputy City Manager
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:
City Clerk’s Office
Attn: Deputy City Manager
PO Box 642
Modesto CA 95353
3. Appeal to City Council
Any protestor seeking to appeal to the decision of the Deputy City Manager may appeal in writing to the City Council by filing with the City Clerk a written notice of such appeal not later than fifteen (15) business days after the date of the Deputy City Manager's decision. The City Clerk will calendar the protest for Council hearing and give notice of the time and place of the hearing as provided in Modesto Municipal Code Sections 1-4.01 through 1-
4.05. The City Council is the highest authority of the City of Modesto. It is possible that the City Council may reverse the decision of any City staff member at the hearing, or provide other direction to staff. In such cases, staff cannot reverse a City Council decision.
All protests shall either be delivered to:
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31 City Clerk’s Office
Attn: City Council
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:
City Clerk’s Office
Attn: City Council
PO Box 642
Modesto CA 95353
C. PROTESTS OF PROCUREMENTS EXCEEDING $250,000.00
Interested parties protesting procurements exceeding $250,000.00 shall comply with the procedures contained herein, except that in lieu of appeal to the Deputy City Manager, a protestor may request that the protest be heard and decided at an administrative hearing.
A written request for administrative hearing shall be accompanied by a certified or cashier's check in the amount of $1,500.00, (EXCEPT FOR PROTESTS OF FEDERALLY FUNDED PROJECTS; Refer to Purchasing Procedures Manual for the Transit Division and Federal Transit Administration Funded Purchases, Chapter 14) payable to the City of Modesto, and shall be received by the Purchasing Manager not later than fifteen (15) days after dispatch of the Purchasing Manager's decision. The request for hearing shall include the specific grounds of the appeal.
The City of Modesto shall select and engage an impartial and qualified person to act as hearing officer in the pending protest. The protestor shall have the right to twice reject the selected hearing officer, provided that the City is notified of such rejection within three (3) days of notice to protestor of the name of the hearing officer.
The protest shall be heard not later than twenty (20) days after receipt of protestor's request for hearing and the selection of a hearing officer. Protests not heard in a timely manner shall be deemed withdrawn, unless the City and the protestor mutually agree otherwise in writing. The protestor’s failure to accept a hearing officer after the third attempt by City staff to identify an impartial hearing officer shall be deemed a withdrawal of the protest.
The costs of the hearing officer and expenses of the protest shall be borne by the protestor. The sums deposited with the request for hearing shall be credited to the costs of the hearing officer and other hearing expenses.
The decision of the hearing officer shall be deemed as the final decision of the City, and no other appeal to City Staff or body shall be permitted.
D. PROCUREMENTS OBTAINED WITH FEDERAL FUNDS
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32 1. If the protested procurement involves federal funds, e.g., from the Federal Transit Administration (FTA) of the United States, the Deputy City Manager, City Council, or hearing officer shall give notice, accompanying their respective decisions, to the protestor that he or she has the right to appeal to the appropriate federal agency, for which an agency name, contact (where available) and address shall be provided by City staff. Such an appeal shall be filed with the appropriate agency within seven (7) business days of the dispatch or rejection notices to the protestor. Federal agencies may entertain protests alleging that the City has failed to adopt written protest procedures or has failed to follow such procedures. Appeals to the Federal Transit Administration (FTA) shall comply with FTA Circular 4220.1E and the amendments and supplements thereto.
Additional information regarding protesting procurements obtained with Federal Funds can be found in the Purchasing Procedures Manual for the Transit Division and Federal Transit Administration Funded Purchases, Chapter 14.
2. The City Council is the highest authority of the City of Modesto. It is possible that the City Council may reverse the decision of any City staff member at the hearing before Council on the procurement at hand. In such cases, no internal appeal is possible since staff may in no case reverse a City Council decision. In such an event, a disappointed transit bidder or a contract involving expenditures of Federal funds shall have the right to appeal the City Council decision directly to the Federal Transit Administration. #18..
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33 SAMPLE
STANDARD AGREEMENT
FOR CONSULTANT SERVICES
THIS AGREEMENT, made and entered into in the City of Modesto, State of California, this day of , 2022 (“Effective Date”), by and between the CITY OF MODESTO, a municipal corporation of the State of California, hereinafter referred to as "City", and ___________________________, a California corporation, hereinafter referred to as "Consultant."
This Agreement is made with regard to the following recitals:
A. The City has determined that a Citywide Safety Consultation and Training Services should be prepared to assist the City in complying with state and federal environmental health and safety regulations.
B. Consultant represents that it is qualified, willing and able to provide the services to prepare said documentation.
NOW, THEREFORE, in consideration of this agreement, and the mutual promises, covenants, and stipulations hereinafter contained, the parties agree as follows:
1. SCOPE OF SERVICES.
Consultant shall undertake and complete the preparation of the scope of work as set forth and described in the documents attached hereto and referred to as Attachment “1” or "project". The Consultant shall perform the services as described in Attachment “1” in a manner compatible with the standards of its profession, and shall produce a fully complete project that is acceptable to City.
2. TERM OF AGREEMENT.
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34 The term of the agreement shall be a period of two (2) years, with three (3) one-year extension options at the sole discretion of City, for a total of up to five (5) years.
Pricing shall remain firm for the first (2) years of agreement.
Price increases for subsequent agreement years three, four and five shall not exceed the Consumer Price Index (CPI) for West Urban Area in any one contract year, and shall be negotiated through the Purchasing Division. Requests for price increases shall be submitted by Contractor(s) in writing, at least sixty (60) days prior to the annual anniversary date of the contract to be effective for the subsequent year.
3. COMPENSATION.
Consultant agrees to accept a sum not to exceed $_________ AND XX/100 DOLLARS ($XXX,XXX.XX) as full remuneration for performing all services and furnishing all staffing and materials called for in “Attachment 1” and for performance by Consultant of all of its duties and obligations under this Agreement.
The Compensation shall be paid pursuant in the manner and at the times set forth below:
All work to be performed under this Agreement shall be billed at the rates set forth in “Attachment 1” attached hereto, Consultant shall submit monthly invoices to City which include detailed tasks, hours worked, and billable rates for all work completed, and detailed receipts for any out-of-pocket, reimbursable costs paid by Consultant in connection with work performed on this project.
4. OBLIGATIONS OF CONSULTANT.
Throughout the term of this Agreement, Consultant shall possess, or secure all licenses, permits, qualifications and approvals legally required to conduct business.
Consultant warrants that it has all of the necessary professional capabilities and experience, as well as all tools, instrumentalities, facilities and other resources necessary to provide the City #18..
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35 with the services contemplated by this Agreement. Consultant further warrants that it will follow the best current, generally accepted and professional practices to make findings, render opinions, prepare factual presentations, and provide professional advice and recommendations regarding this project.
5. PERFORMANCE BY KEY EMPLOYEE.
Consultant has represented to City that NAME, TITLE, will be the person primarily responsible for the performance of the services referred to in this Agreement.
City has entered into this Agreement in reliance on that representation by Consultant. Consultant therefore agrees that ____ percent (__%) or more of the time to be devoted to the project that is the subject of this Agreement will be that of the above-named person.
6. OWNERSHIP OF DOCUMENTS/TITLE TO DATA.
Ownership of Documents
All reports, drawings, designs, graphics, working papers and other incidental work or materials furnished hereunder shall become and remain the property of the City, and may be used by City as it may require without any additional cost to City. No reports shall be used by the Consultant for purposes other than this contract without the express prior written consent of City.
Title to Data
If, as a part of the agreement, Consultant is required to produce data such as, but not limited to, drawings, plans, specifications, calculations, models, flow diagrams, visual aids and other related materials, the originals of all such data generated under this agreement will be delivered to City upon the completion or termination of services under the contract.
All materials, documents, data or information obtained from the City data files or any City medium furnished to Consultant in the performance of this Agreement will at all times remain the property of the City. Such data or information may not be used or copied for #18..
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36 direct or indirect use by Consultant after termination of this Agreement without written consent of the City.
7. NEWS AND INFORMATION RELEASE.
Consultant agrees that it will not issue any news releases in connection with either the award of this Agreement, or any subsequent amendment of or efforts under this Agreement, without first obtaining review and approval of said news releases from City through the City Manager.
8. INTEREST OF CONTRACTOR.
Consultant warrants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of services required to be performed under this Agreement. Consultant warrants that, in performance of this Agreement, Consultant shall not employ any person having any such interest. Consultant agrees to file a Statement of Economic Interests with the City Clerk at the start and end of this contract if so required at the option of City.
9. AMENDMENTS.
Both parties to this Agreement understand that it may become desirable or necessary during the execution of this Agreement, for City or Consultant to modify the scope of services provided for under this Agreement. Any material extension or change in the scope of work shall be discussed with City and the change and cost shall be memorialized in a written amendment to the original contract prior to the performance of the additional work.
Until a change order is so executed, City will not be responsible to pay any charges Consultant may incur in performing such additional services, and Consultant shall not be required to perform any such additional services.
10. INDEPENDENT CONTRACTOR.
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37 All acts of Consultant, its agents, officers, and employees and all others acting on behalf of Consultant relating to the performance of this Agreement, shall be performed as independent contractors and not as agents, officers, or employees of City. Consultant, by virtue of this Agreement, has no authority to bind or incur any obligation on behalf of City.
Consultant has no authority or responsibility to exercise any rights or power vested in the City.
No agent, officer, or employee of the City is to be considered an employee of Consultant. It is understood by both Consultant and City that this Agreement shall not under any circumstances be construed or considered to create an employer-employee relationship or a joint venture.
Consultant, its agents, officers and employees are and, at all times during the terms of this Agreement, shall represent and conduct themselves as independent contractors and not as employees of City.
Consultant shall determine the method, details and means of performing the work and services to be provided by Consultant under this Agreement. Consultant shall be responsible to City only for the requirements and results specified in this Agreement, and, except as expressly provided in this Agreement, shall not be subjected to City's control with respect to the physical action or activities of the Consultant in fulfillment of this Agreement. Consultant has control over the manner and means of performing the services under this Agreement.
Consultant is permitted to provide services to others during the same period service is provided to City under this Agreement. If necessary, Consultant has the responsibility for employing other persons or firms to assist Consultant in fulfilling the terms and obligations under this Agreement.
If in the performance of this Agreement any third persons are employed by Consultant, such persons shall be entirely and exclusively under the direction, supervision, and control of Consultant. All terms of employment including hours, wages, working conditions, #18..
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38 discipline, hiring, and discharging or any other term of employment or requirement of law shall be determined by the Consultant.
It is understood and agreed that as an independent contractor and not an employee of City neither the Consultant or Consultant's assigned personnel shall have any entitlement as a City employee, right to act on behalf of the City in any capacity whatsoever as an agent, or to bind the City to any obligation whatsoever.
It is further understood and agreed that Consultant must issue W-2 forms or other forms as required by law for income and employment tax purposes for all of Consultant's personnel.
As an independent contractor, Consultant hereby indemnifies and holds City harmless from any and all claims that may be made against City based upon any contention by any third party that an employer-employee relationship exists by reason of this Agreement.
11. ASSIGNMENT.
Neither this Agreement nor any portion thereof shall be subcontracted or assigned without the express prior written consent of the City in each and every instance.
12. PATENT/COPYRIGHT MATERIALS.
Unless otherwise expressly provided in the contract, Consultant shall be solely responsible for obtaining the right to use any patented or copyrighted materials in the performance of this Agreement. Consultant shall furnish a warranty of such right to use to City at the request of City.
13. NOTICES.
Any and all notices permitted or required to be given hereunder shall be deemed duly given and effective (a) upon actual delivery, if delivery is by hand; or (b) five (5) days after delivery into the United States mail if delivery is by postage paid registered or certified (return receipt requested) mail. Each such notice shall be sent to the parties at the address respectively #18..
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39 indicated below or to any other address as the respective parties may designate from time to time.
FOR Consultant:
Name:
Address:
Attention:
Phone: ( )
FOR CITY:
Name:
Address:
Attention:
Phone: ( )
14. INSURANCE REQUIREMENTS.
The Consultant shall provide at its own expense and maintain at all times the following insurance with insurance companies licensed in the State of California and shall provide evidence of such insurance to the City as may be required by the Risk Manager of the City. The policies or certificates thereof shall provide that, thirty (30) days prior to cancellation or material change in the policy, notices of same shall be given to the Risk Manager of the City by certified mail, return receipt requested, for all of the following stated insurance policies. (a) Worker's Compensation - in compliance with the statutes of the State of California, plus employer's liability with a minimum limit of liability of $1,000,000. (b) General Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and $1,000,000 for property damage or $1,000,000 combined single limit. If commercial general liability insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this #18..
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40 project/location or the general aggregate limit shall be twice the required per-occurrence limit.
This insurance shall indicate on the certificate of insurance the following coverages and indicate the policy aggregate limit applying to: premises and operations; broad form contractual; independent consultants and subcontractors; products and completed operations. (c) Automobile Liability insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and $1,000,000 property damage or $1,000,000 combined single limit. This insurance shall cover any automobile for bodily injury and property damage.
(d) Professional Liability (Errors and Omissions) Insurance with limits not less than $2,000,000 per claim, $4,000,000 aggregate. If coverage is on a claim made basis it shall be maintained for at least three (3) years following completion of the work.
If at any time any of said policies shall be unsatisfactory to the City, as to form or substance, or if a company issuing such policy shall be unsatisfactory to the City, the Consultant shall promptly obtain a new policy, submit the same to the Risk Manager for approval and submit a certificate thereof as hereinabove provided. Upon failure of the Consultant to furnish, deliver or maintain such insurance and certificates as above provided, this Agreement, at the election of the City, may be forthwith declared suspended or terminated.
Failure of the Consultant to obtain and/or maintain any required insurance shall not relieve the Consultant from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of the Consultant concerning indemnification. The City, its agents, officers, employees, and volunteers shall be named as an additional insured on all insurance policies required herein, except Workers' Compensation and Professional Liability. CONSULTANT shall provide CITY with separate endorsements evidencing proof of the CITY’s additional insured status as to both the general liability and automobile liability insurance policies. The Workers' Compensation insurer shall agree to waive #18..
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41 all rights of subrogation against the City, its agents, officers, employees, and volunteers for losses arising from work performed by Consultant for the City. In addition, CONSULTANT shall provide CITY with a Workers Compensation subrogation waiver by way of a separate endorsement. The Consultant's insurance policy(ies) shall include a provision that the coverage is primary as respects the City; shall include no special limitations to coverage provided to additional insured; and, shall be placed with insurer(s) with acceptable Best's rating of A: VII or with approval of the Risk Manager. The Consultant must deliver certificates evidencing existence of the insurance listed above to the City prior to the time the contract is signed.
All endorsements referenced above must include the applicable policy number.
15. TERMINATION OF AGREEMENT.
Termination by City for Default of Consultant
Should Consultant default in the performance of this Agreement or materially breach any of its provisions, at its option, City may terminate this Agreement by giving written notification to Consultant. The termination date shall be the effective date of the notice. For the purposes of this section, material breach of this Agreement shall include, but not be limited to, any of the following: failure to perform required services or duties, willful destruction of City's property by Consultant, dishonesty or theft.
Termination by City for Convenience
The City may also terminate the Consultant's performance under the Agreement, either in whole or in part, at its own discretion, or when conditions encountered during the Work make it impossible or impracticable to proceed, or when the City is prevented from proceeding with the Agreement by act of God, by law, or by official action of a public authority, or upon a determination by the City that such termination is in the best interest and convenience of the City, or whenever the City is prohibited from completing the Work for any reason. The City shall #18..
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42 provide no less than ten (10) calendar days written notice of its intent to terminate the Agreement for convenience, and shall endeavor to provide the Consultant with consultation with the City prior to termination.
Termination by City for Lack of Budgeted Funds
The City may terminate this Agreement effective July 1 of any given year upon the City's determination to not appropriate sufficient funds for this Agreement for the ensuing fiscal year. In such event City shall give Consultant not less than 30 days written notice of termination.
Termination by City for Change of Consultant's Tax Status If City determines that Consultant does not meet the requirements of federal and state tax laws for independent contractor status, City may terminate this Agreement by giving written notice to Consultant. The termination date shall be the effective date of the notice.
Post-Termination Procedures
If this Agreement is terminated pursuant to this Section, Consultant shall:
a. Cease its work as directed in the notice of termination as of the termination date and see to it that its employees, subconsultants and agents are notified of such termination and act as specified in the notice of termination;
b. Terminate all orders and Subcontractors except as necessary to complete any portion of the Work that is not terminated; c. If directed in writing by the City to do so, assign all right, title and interest in subcontracts and materials in progress to City, in which case the City will have the right at its discretion to settle, or pay any or all claims arising out of the termination of such subconsultants, but in no event shall recovery by any Consultant or #18..
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43 subconsultant include lost profits for portions of the Work not completed or undertaken, including materials not delivered; d. Deliver or otherwise make available to the City all data, drawings, specifications, reports, estimates, summaries and such other information and material as may have been accumulated by the Consultant in performing the Work whether completed or in process; e. Settle outstanding liabilities and claims, subject to the approval of City;
f. Complete performance of such part of the Work as has not been terminated;
g. Take such other actions as may be necessary, or as may be directed by the City for the protection and preservation of the Work and/or property related to the Work;
h. If City so requests, and at City's cost, Consultant shall provide sufficient oral or written status reports to make City reasonably aware of the status of Consultant's work on the project. i. The Consultant understands and agrees that City may, in City's sole discretion, refuse to pay Consultant for that portion of Consultant's services which were performed by Consultant on the project prior to the termination date and which remain
unacceptable and/or not useful to City as of the termination date.
City will pay Consultant an amount based on the percentage of satisfactory work completed in accordance with the notice of termination. If the Agreement is terminated pursuant to the subparagraph entitled Termination by City for Default of Consultant, Consultant understands and agrees that City may, in City's sole discretion, refuse to pay #18..
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44 Consultant for that portion of Consultant's services which were performed by Consultant on the project prior to the termination date and which remain unacceptable and/or not useful to City as of the termination date. The final payment to the Consultant after termination for convenience shall be limited to amounts due and owing under the Agreement at time of termination, including the following:
a. The cost of settling and paying valid claims arising out of the termination of the Work such as subconsultant agreements or contracts for materials;
b. The Agreement price allocable to the portion of the Work properly performed or goods supplied to the work site by the Consultant as of the date of termination, as determined in accordance with the notice of termination, reduced by any sums previously paid to the Consultant.
16. CERTIFIED PAYROLL REQUIREMENT.
For consultants performing field work on public works contracts on which prevailing wages are required: The Consultant shall comply with the provisions of Section 1776 of the California Labor Code, regarding payroll records, and shall require its subconsultants and subcontractors to comply with that section as may be required by law.
17. INDEMNITY.
The Consultant shall hold the City, its agents, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities, judgments or damages from every cause, including but not limited to injury to person or property or wrongful death, including reasonable costs and expenses of defense of any judicial or administrative action, arising directly or indirectly out of any act or omission of Consultant whether or not the act or omission arises from the sole negligence or other liability of #18..
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45 City, or its agents, officers, and employees or volunteers relating to or during the performance of its obligations under this agreement.
Consultant's obligation to defend, indemnify, and hold the City, its agents, officers, and employees harmless under the provisions of this paragraph is not limited to or restricted by any requirement in this Agreement for Consultant to procure and maintain a policy of insurance.
18. ENTIRE AGREEMENT.
This Agreement and its exhibits contain the entire understanding between Consultant and City. Additional or new terms contained in this Agreement which vary from Consultant's proposal are controlling and are deemed accepted by Consultant by shipment of any article or other commencement of performance hereunder. All previous proposals, offers and communications relative to this Agreement, whether oral or written, are hereby superseded except to the extent that they have been incorporated into this Agreement. No future waiver of or exception to any of the terms, conditions, and provisions of this Agreement shall be considered valid unless specifically agreed to in writing by all the parties.
19. PARTIAL INVALIDITY.
If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in any way.
20. WAIVER.
The waiver by any party to this Agreement of a breach of any provision hereof shall be in writing and shall not operate or be construed as a waiver of any other or subsequent breach hereof unless specifically stated in writing.
21. AUDIT.
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46 The City's duly authorized representative shall have access at all reasonable times to all reports, contract records, contract documents, contract files, and personnel necessary to audit and verify Consultant's charges to City under this Agreement.
Consultant agrees to retain reports, records, documents, and files related to charges under this Agreement for a period of four (4) years following the date of final payment for Consultant services. City's representative shall have the right to reproduce any of the aforesaid documents.
22. GOVERNING LAW.
This Agreement shall be governed according to the laws of the State of California.
23. HEADINGS NOT CONTROLLING.
Headings used in the Agreement are for reference purposes only and shall not be considered in construing this Agreement.
24. COMPLIANCE WITH LAWS.
Consultant shall insure compliance with all safety and hourly requirements for employees, in accordance with federal, state, and county safety and health regulations and laws. Consultant shall fully comply with all applicable federal, state, and local laws, ordinances, regulations and permits.
25. CITY BUSINESS LICENSE.
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47 WITNESS WHEREOF, the CITY OF MODESTO, a municipal corporation, has authorized the execution of this Agreement in duplicate by its City Manager and attested by its City Clerk under authority of Resolution No2021-_______, adopted by the Council of the City of Modesto on the _____________ day of _____________________, 2021 and _____________________has caused this Agreement to be duly executed.
CITY OF MODESTO, CONTRACTOR
A municipal corporation
By:__________________________ By:_________________________________ JOSEPH P. LOPEZ, (Signature)
City Manager
By:_________________________________
(Name & Title)
ATTEST: Date:_______________________________
(Seal)
BY: ____________________________ By:_________________________________ FOR: STEPHANIE LOPEZ, City Clerk (Signature)
By:_________________________________
(SEAL) (Name & Title)
Date:_______________________________
APPROVED AS TO FORM:
JOSE M. SANCHEZ,
City Attorney
By:_________________________________
JOSE M. SANCHEZ,
City Attorney
By:_____________________________
JILES SMITH, Risk Manager
Signature Requirements
Corporation:
1.Signature of two (2) officers
or
2.Signature of one (1) officer plus the
corporate seal.
Partnership: Signature of one partner
Sole Proprietorship: Signature of proprietor
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48 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
The total cost for all materials, handouts, travel expenses shall be included in the fee per class “SAMPLE”
Pricing Schedule Attachment 1
No. Description Min/Per
Class
Max/Per
Class
Fee Per Class
1 Agricultural & Equipment Tractors $______________
2 Earthmoving Equipment (backhoe,
loader, excavator, etc.) $______________
3 Building Inspector / Project Designer
(Asbestos) $______________
4 Cement Pipe (Asbestos) $______________
5 Class I-IV Operations (Asbestos) $______________
6 Confined Spaces $______________
7 Cranes & Other Hoisting Equipment
Incl. Mobile / Tower/ Derrick $______________
8 Cranes & Hoisting Equipment -
Rigging $______________
9 Excavation/Trenching/Shoring $______________
10 Fall Protection (Competent Person) $______________
11 Fall Protection (End-User) $______________
12 First Aid/CPR/AED $______________
13 Hazardous Waste Operations &
Emergency Response Initial – 40 Hour $______________
14 HAZWOPER 8-Hour Annual $______________
15 Industrial/Lift Trucks (Forklifts) &
Tractors $______________
16 Electrical Safety – High Voltage $______________
17 Electrical Safety – Low Voltage $______________
Total $______________
“Sample-Attachment 1, continue”
“Additional Charges”
No Description Hourly Rate
1 $______________
2 $______________
3 $______________
4 $______________
Total $______________
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49 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
SAFETY TRAINING AND CONSULTING SERVICES
Safety Training Topics and Number of Employees
“Attachment 2”
Training Topic No. of Employees California Regulatory
Requirements
Agricultural & Equipment Tractors 25 3441(a)
Earthmoving Equipment (backhoe, loader,
excavator, etc.) 150 1510
Building Inspector / Project Designer
(Asbestos) 12 1529 & 341.6
Cement Pipe (Asbestos) 93 1529
Class I-IV Operations (Asbestos) 122 91529
Confined Spaces 120 5157(g), 5158 (c)(2)
Cranes & Other Hoisting Equipment Incl.
Mobile / Tower / Derrick 20 5006.1(a)
Cranes & Hoisting Equipment - Rigging 164 4999
Excavation/Trenching/Shoring 200 1541
Fall Protection (Competent Person) 24 1670
Fall Protection (End-User) 289 1670
First Aid/CPR/AED 361 3400(b)
Hazardous Waste Operations & Emergency
Response Initial - 40 hour 120 5192
HAZWOPER 8-Hour Annual 120 5192(q)(6)
Industrial/Lift Trucks (Forklifts) & Tractors 100 3668
Electrical Safety - High Voltage 11 Various
Electrical Safety - Low Voltage 21 Various
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TABLE OF CONTENTS
A. PROPOSAL ACKNOWLEDGEMENT (SIGNATURE FORM) PAGE 1
B. PRICING SCHEDULE (SIGNATURE FORM) PAGE 5
C. EXCEPTIONS, CLARIFICATIONS, AMENDMENTS PAGE 9
D. REFERENCES PAGE 13
E. FINANCIAL INTEREST DISCLOSURE (SIGNATURE FORM) PAGE 17 F. ADDENDA ACKNOWLEDGEMENT PAGE 23
G. COMPANY HISTORY STATEMENT PAGE 27
H. APPENDIX I – INSTRUCTOR RESUMES PAGE 95
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PROPOSAL ACKNOWLEDGEMENT (SIGNATURE FORM)
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7 PRICING SCHEDULE
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
The total cost for all materials, handouts, and travel expenses shall be included in the fee per class No. Description Min/Per Class Max/Per Class Fee Per Class 1 Agricultural & Equipment Tractors $______________
2 Earthmoving Equipment (backhoe, loader,
excavator, etc.) $______________
3 Building Inspector / Project Designer
(Asbestos) $______________
4 Cement Pipe (Asbestos) $______________
5 Class I-IV Operations (Asbestos) $______________
6 Confined Spaces $______________
7 Cranes & Other Hoisting Equipment Incl.
Mobile / Tower/ Derrick $______________
8 Cranes & Hoisting Equipment - Rigging $______________ 9 Excavation/Trenching/Shoring $______________
10 Fall Protection (Competent Person) $______________
11 Fall Protection (End-User) $______________
12 First Aid/CPR/AED $______________
13 Hazardous Waster Operations & Emergency
Response Initial – 40 Hour $______________
14 HAZWOPER 8-Hour Annual $______________
15 Industrial/Lift Trucks (Forklifts) & Tractors $______________ 16 Electrical Safety – High Voltage $______________
17 Electrical Safety – Low Voltage $______________
Total $______________
“Additional Charges”
No Description Hourly Rate
1 $______________
2 $______________
3 $______________
4 $______________
Total $______________
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EXCEPTIONS, CLARIFICATIONS, AMENDMENTS
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9 EXCEPTIONS, CLARIFICATIONS, AMENDMENTS
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
List requests for proposal clarifications and exceptions below, if any, sign and submit with your proposal response.
Item No. Reference To: Description
Page No. Paragraph No.
Company Name (Proposer):
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REFERENCES
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10 REFERENCES
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
All proposers must provide a list of five (5) current or former clients in the area provided below, identifying prior experience with the same type of services requested by the City under Scope of Work.
References shall have similar volume and requirements to those outlined in these specifications, terms and conditions. Proposer’s failing to provide references shall be deemed unacceptable.
The City may contact some or all of the references provided in order to determine the Proposers’ performance record on services similar to that described in this proposal. The City reserves the right to contact references other than those provided in the response and to use the information gained from them in the award process.
Company Name:
Address:
City, State, Zip Code:
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
Company Name:
Address:
City, State, Zip Code:
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
Company Name:
Address:
City, State, Zip Code
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
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11 Company Name:
Address:
City, State, Zip Code
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
Company Name:
Address:
City, State, Zip Code
Contact Person:
Email Address:
Telephone Number:
Type of Business:
Date of Service:
Annual Contract Value $
Company Name (Proposer):
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12 FINANCIAL INTEREST DISCLOSURE
REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
FINANCIAL INTEREST DISCLOSURE
REQUIRED DISCLOSURE BEGINNING THE COUNCIL MEETING
OF JANUARY 7, 2003
The ordinance requiring financial interest disclosure by all parties having a direct or indirect interest of $2,000 or more (except for certain publicly traded companies) will be effective at the Council meeting of January 7, 2003. This means that any Council action on a contract, agreement or development right must be accompanied by a FINANCIAL INTEREST DISCLOSURE FORM listing by name all parties that have a material financial interest in the agreement, contract or development right.
PLEASE NOTE, any Council action that requires a FINANCIAL INTEREST DISCLOSURE cannot be considered by the City Council until the required reporting is made. That means that Agenda Items without the DISCLOSURE will be removed from the Council Agenda.
FinDisclosure12-19
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ADDENDA ACKNOWLEDGMENT FORM (IF APPLICABLE)
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16 REQUEST FOR PROPOSAL AND SPECIFICATIONS NO. 2021-18
CITYWIDE SAFETY CONSULTATION AND TRAINING SERVICES
ADDENDA ACKNOWLEDGEMENT
The bidder shall check the RFP listing on the City or PlanetBid website, periodically, and in any event, no later than the day prior to bid opening to obtain any addenda information. The changes identified in the addenda modify this request for bid and specifications. The addenda now become a part of this request for bid and specifications. Signing the Bid on the signature portion thereof, the bidder is acknowledging that the bidder has confirmed that he or she has received all addenda issued for this request for bid and specifications, and has included costs for such in the bid submitted. Failure to list and acknowledge all addenda numbers may cause the bid to be considered nonresponsive. Do not attach any of the addenda to this sheet nor include them with the bid.
This document is only required to be returned should addenda have been issued.
The proposal is submitted with respect to the changes to the request for bid and specifications included in addenda numbers:
LIST ALL ADDENDA
NUMBERS:_____________________________________________________ Company Name (Bidder):
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COMPANY HISTORY STATEMENT
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GENERAL QUALIFICATIONS
NATEC International, Inc. has over 30 years’ experience providing Health and Safety Training to hundreds of clients. NATEC holds numerous EH&S Training contracts with clients including but not limited to City of Richmond, City of Brentwood, City of San Ramon, Sacramento Municipal Utility District, Tuolumne Utilities District, LADWP, Metropolitan Water District, CA Department of Water Resources, BART, Contra Costa Water and many more. Through our long standing history in the industry, NATEC has developed a quality control program that incorporates internal instructors, qualified staff, EH&S subject-matter experts, and a student tracking system to assure our clients and customers receive the highest quality of the requested services
Instructors/Subject Matter Experts: With over 300 clients, NATEC is the largest Environmental Health and Safety training company in the State of California. Our Key Instructors have approximately 10+ years training experience with NATEC International and/or in the industry training, and over 15+ years of hands-on experience. They come as Certified Industrial Hygienists (CIH), Certified Safety Professionals (CSPs), Certified Health and Safety Technicians (CHST), AHA & Medic First Aid/CPR/AED Instructors, NCCCO Certified Instructors, OSHA Outreach Instructors, Certified Asbestos Consultants (CACs), CDPH Lead Professionals, HAZMAT Specialists, First Responders, Confined Space Specialists, Heavy Equipment Operators, among other credentials. NATEC International, Inc. team is trained and certified and approved to teach in their field(s) of expertise. NATEC mandates that team members maintain their certifications and are up to date on the latest industry regulations, and further emphasizes the importance and necessity of State and Federal compliance. It is with utmost importance that NATEC instructors meet a high standard of instructional services.
Administrative and Management: NATEC ’s internal staff consists of 35 employees, with an additional 80 at-hire employees and/or consultants who work regularly with our team and clients. Our team is always prepared to assist clients from start to finish of the training and certification process. To further assure our readiness to assist, an after-hours contact will be provided upon award of the contract. Our Management and Administrative team have ample experience and success with large Safety Training contracts. Our administrative team processes thousands of certificates each week, giving them the experience it takes to fulfill the administrative requirements that go into a large EH&S contract. Given our vast client base, clients may have specific requests to meet their certification, billing, and paperwork protocol - our administrative team does a tremendous job tracking client specific requests and making sure they are met. The administrative and management team is experienced and prepared to support all new and existing business. For more information on our key personnel, including instructors, please see resumes in Appendix I Resumes of this bid response.
Related Client Experience: NATEC International, Inc. worked with Cities and Municipalities throughout the State of California. Thus, we have a very solid approach to work in effective project management and are prepared to meet and exceed the minimum qualifications and technical requirement set forth in this RFP. NATEC has the qualifications and experience necessary to provide, or supervise and manage through subcontracts, occupational health and safety training, audits, compliance reviews, and consulting services to the City of Modesto.
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Outside of contractual work, NATEC offers daily publicly held Safety Courses at our training facilities in Anaheim, Oakland and Sacramento. NATEC has a broad base of clients including Municipalities, Utility Companies, Unions, Abatement Companies, Property Management Companies, Military Contractors, Engineering Firms, Universities, Environmental & Industrial Hygiene Service Companies, School Districts, Construction Companies and much more. More recently, NATEC has provided courses Virtually as well as Online/Computer Based. Providing virtual and online courses on a daily basis for over a year and half now, our instructor and administrative teams have gained extensive experience in successfully conducting remote-learning.
FIRM BACKGROUND:
➢ Services Offered: Health and Safety Services and Training Courses ➢ Founded Year: 1987
➢ Organization Form: S-Corporation
➢ Offices*: 106 W. 4th Street, 2nd Floor, Santa Ana, CA (Corporate HQ) 1100 Technology Circle, Anaheim, CA
8390 Capwell Drive, Oakland, CA
4701 24th St, Sacramento, CA
➢ Number of Employees: 35
➢ Number EH&S Specialists & Instructors: 80+
➢ Sister Company: Global Environmental Network, Inc.
➢ Years’ Experience: 30+
COURSE OFFERINGS
NATEC International, Inc. offers a vast catalog of Environmental Health and Safety training, including but not limited to:
✓ Agricultural & Equipment Tractors
✓ Earthmoving Equipment (backhoe, loader, excavator, etc.) ✓ Asbestos Building Inspector (Initial/Refresher)
✓ Asbestos Project Designer (Initial/Refresher)
✓ Asbestos Cement Pipe (Initial/Refresher)
✓ Class I-IV Operations (Asbestos)
✓ Confined Spaces
✓ Cranes & Other Hoisting Equipment Incl. Mobile / Tower/ Derrick ✓ Cranes & Hoisting Equipment - Rigging
✓ Excavation/Trenching/Shoring
✓ Fall Protection (Competent Person)
✓ Fall Protection (End-User)
✓ Medic First Aid/CPR/AED
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✓ Hazardous Waster Operations & Emergency Response Initial – 40 Hour ✓ HAZWOPER 8-Hour Annual
✓ Industrial/Lift Trucks (Forklifts) & Tractors
✓ Electrical Safety – High/Low Voltage
VALUE ADDS
NATEC International, Inc. emphasizes the following value adds to illustrate our technical and industry knowledge and confirm our qualifications to provide EH&S Training services:
✓ Qualified Consultants and Professionals with a minimum of 15 years’ industry experience ✓ Experience working with public agencies on multiple Training Contracts & Projects ✓ Experienced team of Account Managers
✓ Internal Content Development team to ensure compliance with current regulations and applicable industry standards
✓ Virtual and Computer Based Training Options
✓ Highest Levels of Instructor Qualifications with required Certifications ✓ Customizable Training, Reporting, Tracking Systems and Online Portals ✓ Quick turnaround time on projects, same day certs for classes at NATEC’s facility ✓ After-hours contact for emergencies
✓ Expert Quality Control Management
✓ Broad base of EH&S Experts to support a fluid and flexible schedule ✓ Proactive, Environmentally Responsible and Cost Saving Work Practices ✓ In-house IT and Customer Service Support available 24-7 NATEC’s growing presence in the waste management, municipalities, utilities, oil and gas, construction and engineering sectors is directly related to NATEC’s ability to integrate customized, project specific training and environmental consulting while constantly evaluating the services we provide to ensure that they meet or exceed the most rigorous guidelines available. NATEC International, Inc. is dedicated to a sustainable future and to improving the social, economic and environmental wellbeing of the community.
NATEC International, Inc. has extensive experience working closely with large agencies on coordinating and conducting a variety of EH&S Safety training at a high volume. NATEC has experience coordinating classes from as few as 1 student to as many as 50 plus students. NATEC training includes classroom lectures as well as hands on assessments and demonstrations were applicable. In addition to our inperson training, NATEC also offers customized online training as well as virtual training. NATEC has a comprehensive instructor base and Account Management team, offering the strongest training structure in the State of CA. NATEC works closely with clients to ensure training expectations are exceeded, and students are provided with a learning environment that best suits their needs. 31 #18..
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VIRTUAL & COMPUTER BASED (ONLINE) TRAINING
NATEC International, Inc. has provided Online-Computer Based Training for over 5 years, however as of March 2020, NATEC began providing virtual training as well. Over the past year, we have provided thousands of students nation-wide, with both Online and Virtual Training daily. Our Instructional team has become highly skilled in providing quality Live-Virtual training to students, without compromising the learning experience. Moreover, our Administrative and Management Teams have become expert in coordinating both Online and Virtual training. Remote based learning has become a core part of NATEC’s training services, and our team will continue to strengthen our expertise and processes.
COMPUTER BASED (ONLINE) TRAINING
NATEC offers student access to Online Training 24-7. Our online courses have been developed in-house by our Content Development and Online Instructional Design team. More recently, with the approval of Cal/OSHA DOSH, NATEC has been able to provide the AHERA Asbestos Refresher Courses Online. NATEC can provide Online Training as requested by Port of LA.
Online Courses include but are not limited First Aid/CPR/AED (AHA & Medic), Blood Borne Pathogens, HAZWOPER Initial, HAZWOPER Refresher, Confined Space Refresher/Awareness, Fall Protection Refresher/Awareness, NFPA 70E,Lockout/Blockout, Ladder Safety Awareness, Hearing Conservation, N95 Respiratory Training, COVID-19 Employee Protection & Fundamentals, GHS Hazard Communication, and Lockout/Tagout. Our Content Development team continues to add courses to our Online Catalog, and ensure our current programs maintain compliance with applicable regulatory requirements.
Online Training Specifics & Value Adds:
✓ Flexibility - Students can access their courses 24-7
✓ Some courses may require blended learning, that is an Online portion followed by mandatory inperson hands-on training ✓ Asynchronous learning, students can complete training at their own pace ✓ Reporting capabilities include student progress reports, completion reports, client/group specific reports, student transcripts, etc.
✓ Individual emails required per student, due to security and student tracking purposes ✓ Courses comply with applicable State, Federal and Local regulatory requirements ✓ NATEC provides Technical Support Monday-Friday 6:30 AM-5:30 PM, an after-hours emergency contact may be provided upon client request
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VIRTUAL TRAINING
While Virtual training is relatively new, NATEC has quickly become proficient in providing courses via virtual platforms. NATEC’s team primarily utilizes Zoom for Virtual trainings and meetings; however our team also has practice using Microsoft Teams, Skype for Business, Google Meet, GoTo Meeting, WebEx and more. NATEC can send the Virtual Class invite to each individual student, or to one client contact upon request. While it is not mandatory, for client-specific Virtual classes, NATEC highly recommends that the client provide a roster of expected attendees prior to the training. This will help ensure only permitted students are admitted to the webinar.
For all Virtual courses, NATEC assigns an internal admin to assist with student logins, attendance taking and general questions. Instructors are required to login to their Virtual classes at least 30 minutes prior to the schedule start time to work through any unforeseen technical issues and to ensure classes start ontime. NATEC has an internal [email protected] email that reaches multiple team members to assist with any questions, this email is provided to students along with the Virtual class invite. NATEC is able to provide Virtual training many courses, however some in-person training may be mandatory.
Virtual Training Specifics & Value Adds:
✓ Live-instructor led training
✓ Comparable to traditional in-classroom learning experience ✓ Allows for larger capacity classes while CDC limits in-person gathering sizes ✓ Instructors & NATEC Admin quality control student admittance ✓ Students can interact and ask questions
✓ Students are given access to e-books, hard copy books may be available upon request ✓ Instructor screen sharing for PowerPoints and Video Presentations ✓ Technical Support available throughout all Virtual Training sessions ✓ Participation reports available
✓ Students may be required to use a Webcam per regulatory requirements ✓ Internet/WiFi is required for student participation
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RELATED EXPERINCE – SAMPLE CLIENT LIST
Below is a sample of NATECs clients, including cities and public agencies. Within the last 5 years, NATEC has provided Health & Safety Training Services to customers including but not limited to:
➢ Alameda Health Homes
Department
➢ BART
➢ California Department of
Water Resources
➢ City of Alhambra
➢ City of Anaheim
➢ City of Antioch
➢ City of Brentwood
➢ City of Burlingame
Corporation Yard
➢ City of Corona
➢ City of Folsom
➢ City of Garden Grove
➢ City of Huntington Beach
➢ City of Lodi
➢ City of Los Angeles
➢ City of Napa
➢ City of Newport Beach
➢ City of Oxnard Water
Department
➢ City of Pasadena
➢ City of Pomona
➢ City of Richmond
➢ City of San Jose
➢ City of San Ramon
➢ City of Santa Monica
➢ Coalinga State Hospital
➢ Contra Costa Water District
➢ Golden State Water
➢ LA County Dept. of Public
Works
➢ LA Department of Water &
Power
➢ LA Housing Authority
➢ Labor’s Union Local 300
➢ LAUSD
➢ Local 67
➢ Los Angeles Bureau of
Engineers
➢ Los Angeles Housing
Authority
➢ Los Angeles ISD
➢ Metropolitan Water District
➢ Napa State Hospital
➢ Oakland Housing Authority
➢ One Treasure Island
➢ Orange County Sanitation
➢ PG&E
➢ Port of Los Angeles
➢ Port of Oakland
➢ Riverside County
Department of Waste
Resources
➢ Riverside County Integrated
Waste
➢ San Bernardino Water
District
➢ San Jose Water
➢ SF Unified School District
➢ SMUD
➢ So Cal Gas Company
➢ Tuolumne Utilities District
➢ Western Municipal Water
District
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NATEC International, Inc.
Anaheim • Santa Ana• Oakland • Sacramento • Fresno
1111"11"11'
. NATE Cl ntl .com
NATEC: (800) 969-3228
Page | 12 35
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CONTACT INFORMATION
NORTHERN CALIFORNIA
OAKLAND:
8390 CAPWELL DR.
OAKLAND, CA 94621
TEL: (510) 777-9105
FAX: (510) 777-9116
SACRAMENTO:
4701 24TH ST.
SACRAMENTO, CA 95822
TEL: (916) 307-6802
FAX: (916) 288-9009
SOUTHERN CALIFORNIA
ANAHEIM:
1100 TECHNOLOGY CIR., SUITE A
ANAHEIM, CA 92805
TEL: (800) 969-3228
FAX: (714) 678-2757
SANTA ANA:
106 W 4TH ST., 2ND FLOOR
SANTA ANA, CA 92701
TEL: (800) 230-6944
FAX: (714) 479-1177
CORPORATE MAILING ADDRESS:
NATEC INTERNATIONAL, INC.
PO BOX 25205
ANAHEIM, CA 92825-5205
Satellite offices also located in Fresno, Bakersfield, Nipomo, and San Bernardino. On-site training services are available within 50 miles of a training facility.
A Benchmark in Excellence
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TABLE OF CONTENTS
WHO WE ARE AND WHAT WE DO 1
CERTIFICATION/QUALIFICATIONS 2
ENGINEERING SERVICES 3
STORMWATER MANAGEMENT 5
STORMWATER MONITORING 6
STORMWATER TRAINING 7
CONSTRUCTION MANAGEMENT 8
AIR MONITORING AND SAMPLING 11
PLANS AND PROCEDURES 12
SURVEYS AND CONSULTING 16
ENVIRONMENTAL SITE ASSESSMENTS 17
INDOOR AIR QUALITY REMEDIATION 19
INDUSTRIAL HYGIENE SERVICES 20
HEALTH AND SAFETY SERVICES 21
QSP/QSD INSPECTION QUOTE REQUEST 24
EH&S TRAINING SERVICES 25
ENVRIONMENTAL TRAINING 27
EMERGENCY RESPONSE TRAINING 28
RESCUE TRAINING 29
GENERAL CONSTRUCTION INDUSTRIAL TRAINING 30
HEAVY EQUIPMENT OPERATOR TRAINING 31
TRAINING COURSE CATALOG 32
ASBESTOS TRAINING CATALOG 52
MOLD TRAINING CATALOG 54
LEAD TRAINING CATALOG 55
A Benchmark in Excellence
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Who We Are and What We Do
Commited to providing exceptional, leading-edge
solutions to environmental concerns, NATEC
International, Inc operates as the largest environmental, health and safety training company in California. Our
firm has over 25 years of experience in providing
training, consulting and engineering services statewide.
We are comprised of a team of subject-matter experts
including Certified Asbestos Consultants, Professional
Engineers, Geologists, CPESC Professionals, Stormwater Quality Leaders/ Trainers, Certified Industrial Hygienists, Site Inspectors & Monitors, and Sampling
& Testing Technicians, we are dedicated to fulfill your environmental compliance and environmental planning
needs.
A Benchmark in Excellence ♦ (800) 969-3228
Safety
Safety consulting, construction
site inspections, health and
safety plans, onsite
management to meet and
exceed state/federal
regulations
Environmental
Field inspections, auditing,
plan development and geotechnical services from
industry experts to assure
client-compliance
Training
120+ EH&S classes:
Accredited lead and asbestos,
OSHA, environmental, heavy
equipment and safety training
at our training facilities or
client's
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Certifications/ Qualifications
Class A Contractor's License with Hazardous Waste Endorsement (878478) Site Safety Officer (OSHA 500 & EM-385 Certified)
Construction Management Oversight
Biologist Field Technicians
Certified Industrial Hygienists (CIH)
Certified Professional Geologists (PG)
Certified Asbestos Consultants (CAC)
Certified Lead Inspectors / Assessors
Certified Professionals in Erosion & Sediment Control (CPESC) Qualified Storm Water Professionals (QSP)
Qualified Storm Water Developers (QSD)
QSP/QSD Trainer of Record (Tor)
A Benchmark in Excellence
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Engineering Services
Stormwater Management
• SWPPP Development
• WPC Development
• QSD Oversight/ Water Pollution Control
• Storm Water Management
• Notice of Intent (NOi)
• BMP Implementation Oversight
• SWPPP Inspections, REAPS
• Water and Soil Monitoring
/Sampling/Analysis
• Change of Information
• Annual Reports
• Notice of Termination (NOT)
• NPDES
• Training
Environmental Assessments
• Due Diligence
• Phase I Environmental Site Assessments
• Phase II Subsurface Environmental
Investigations
• Supplemental Soil/ Groundwater
Investigations
• Risk Assessments
• Waste Profiling and Disposal
Environmental Field Services
• Groundwater Monitoring & Sampling
• Operations & Maintenance
• Wastewater Treatment & Discharge Services
• Construction Management
• Excavation & Transportation Plan
• UST Removal
• Hearing Conservation Testing
• Sampling Analysis
Remediation Services
• Pi lot Tests
• Source Removal (Soil and Groundwater)
• System Design
• Permitting
• Feasibility Studies
• Fluidized Bed Bioreactor
A Benchmark in Excellence
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Engineering Services
Environmental Compliance
• Compliance Audits and Program Development
• Stormwater Pollution Prevention Plans
Management and Oversight
• Spill Prevention, Control, Countermeasure
• Hazardous Material Management Plan
• RCRA and Hazardous Waste
• Environmental Permitting
• Air Emissions
• Industrial Discharge
Lead/ Asbestos Assessments
• Lead and Asbestos Plans
• Asbestos Surveys
• Abatement Project Management and
Project Oversight
• Air-Clearance and Permitting
• Lead-based Paint Survey and Testing
• USEPA AH ERA Building Inspectors and
Contractor Supervisors
• Radon Survey
• Lead-In-Drinking Water Testing
• Cal OSHA Accredited Lead Training
• Lead Risk Assessments
• Lead Final Clearance Assessment and Testing
• Radon Measurements
Plan Development
• Excavation Transportation Plan
• Sampling Analysis Plan
• SWPPP
• WPCP
• IIPP
• Erosion and Sediment Control Plan
• Groundwater Contingency Plan
• Lead Compliance Plans
• Asbestos Plans
• Noise Control Plan
• Spill Prevention Control and Counter Measures
(SPEC) Plan
Indoor Air Quality Remediation
• Mold Investigation Using Environmental Controls
• State-of-the-Art Microbial Sampling Analysis
• Microbial Remediation Specification or Work Plan
• Microbial Remediation Project Oversight
• IEQ Management Program
• Thermal Comfort Measurement and Verification
• HVAC Maintenance and Hygiene Inspection
• Airflow and Pressure Differential Measurement
• Ventilation Assessment
• Moisture and Mold Investigation
• Pollutant Measurement
A Benchmark in Excellence
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Engineering Services
Stormwater runoff can be defined as the water
that flows over the land from rainfall during or after a storm event or as a result of snowmelt. Generally, part of this runoff will be absorbed through infiltration, while the rest will make its way to the streams and lakes.
This runoff must be controlled. The Clean Water Act
requires that Stormwater Pollution Prevention Plans
(SWPPPs) be prepared and implemented at construction
sites and anywhere that industrial runoff occurs.
Three categories of control practices must be implemented:
• Erosion Control Practices
• Sediment Control Practices
• General Site and Materials Management
NATEC are benchmark leaders in stormwater
management. From initial conception to final
completion, we are your partners for
stormwater compliance needs.
Stormwater Services include:
• SWPPP Development
• WPC Development
• QSD Oversight/ Water Pollution Control
Management
• Stormwater Management
• Notice of Intent
• BMP Implementation & Oversight
• Water and Soil Monitoring and Sampling/
Analysis
• Change of Information (COi)
• Annual Reports
• Notice of Termination
• NPDES
• Training
A Benchmark in Excellence
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Stormwater Monitoring
The challenge in reducing stormwater pollution with such a wide range of variables begins with stormwater monitoring.
There is an increasing focus on our state's natural resources and the potential contamination from stormwater runoff.
We see state and local agencies widening their regulatory authority to reduce the potential for contaminants entering the environment. Agencies are more closely scrutinizing such things as management and pollution prevention from stormwater runoff.
We have a vast network of QSD, QSP, and Stormwater
Technicians to support your site's storm water monitoring requirements.
NATEC can support in:
• Preparing sampling & analysis plans
• Installing monitoring stations
• Collecting runoff samples
• Analyzing for constituents
• Validating data
• Using data to characterize runoff quality
and compare constituents detected at
different sites
• Put findings in statewide characterization
annual report (required by NPDES permit)
Stormwater sampling and data is overseen
by a QSD and if necessary, a CIH.
A Benchmark in Excellence
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Stormwater Training
NATECare considered to be an industry benchmark for many of our competitors to set their goals against.
We have been providing SWPPP training since the inception of the formal SWPPP training through CALTRANS. Over the course of the last 30 years, we have trained thousands of students from hundreds of companies across the State of California.
Instructor Qualifications:
• Geologists/ Hydrologists
• Certified Industrial Hygienists (CIH's)
• Engineers
• Certified Professional in Erosion and Sediment
Control (CPESC) Trainer
• Certified Erosion, Sediment and Stormwater
Inspector (CESSWI) Trainer
• Qualified SWPPP Practitioner (QSP) /
Qualified SWPPP Developer (QSD) Trainer of
Record
• Erosion and Sediment Installers
• Stormwater Managers
Courses Include:
• 24 Hour SWPPP-CalTrans
• Qualified SWPPP Developer (QSD)
• Qualified SWPPP Practitioner (QSP)
• Certified Professional in Erosion and
Sediment Control (CPESC)
• Certified Erosion, Sediment and Stormwater
Inspector (CESSWI)
• BMP Installation
• Spill Containment and Cleanup
• Erosion and Sediment Control Procedures
• Urban Stormwater: SWPPP Compliance for the
Municipal Operator
• Construction Site Management Training
• SWPPP Training for NPDES Permit Compliance
A Benchmark in Excellence
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Construction
Site Mana ement- BMPS
Controlling Material Pollution & Managing Construction Waste Construction Site Management (CSM) is a Standard Special Provision (SSP) that appears in CalTrans contracts. It requires controlling potential sources of water pollution that may come in contact with stormwater flows, storm drain systems or watercourses. Construction Site Management is defined as the "proper management of construction activities to preserve living and non-living elements of the ecological, environmental, aesthetic, and social landscape." The Contractor's Role
The Contractor is responsible for controlling material pollution and for managing wastes and nonstormwater water created by contractor activities during construction by implementing effective storage, handling, use, and disposal practices. The Contractor is also responsible for training all employees and subcontractors regarding:
A. Materials pollution prevention and control
B. Waste Management
C. Non-Stormwater Management
D. Identifying and handling hazardous substances
E. Potential dangers to humans and the environment from spills, leaks or exposure to toxic or hazardous substances.
A Benchmark in Excellence
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Construction
Site Mana ement
Construction Site Management Training Class
The Construction Site Management training is designed to help construction project personnel understand the basic requirements of pollution prevention laws and regulations in California and follow the instructions for implementing, inspecting, and maintaining the pollution control BMPs selected for use during construction. Students will learn about the provisions of the CA "Statewide General Permit for Stormwater Discharges Associated with Construction Activity," (Water Quality Order 99-08-DWQ) and the approved Construction Site BMPs related to management of construction sites.
CSM Training Class Agenda
The CSM Training Class will be presented in a 4-hour lecture and discussion format. The following that will be covered, but are not limited to, include:
• Background and Regulations will provide an overview of the requirements for compliance with CalTrans Standard Special Provision# 07-346 - Construction Site Management • CalTrans Standard BMPs WM-1: Material Delivery & Storage; WM-2 Material Use; and WM-3 Stockpile Management
• Waste Management will be discussed using BMPs WM-5: Solid Waste Management; WM-6 Hazardous Waste Management; WM-7 Contaminated Soil Management; WM-8: Concrete Waste Management; WM-9 Sanitary/ Septic Waste Management; and WM-10 Liquid Waste Management • Spill Prevention and Control
• Non-Stormwater Management
A Benchmark in Excellence
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Construction
Site Mana ement
Construction Safety Inspections
Construction safety inspections are the most effective means of identifying hazardous conditions at the worksite. Construction sites require constant monitoring and observations to keep ahead of safety issues. NATEC provides Site Inspection services for construction sites. Our safety professionals have been successfully performing construction safety inspections on some of the largest projects in the U.S.
NATEC works with our clients to identify potential OSHA violations and state violations, liability issues and risk exposures. We work with our clients to mitigate hazards and help keep your employees safe.
The best defense against injury and loss is a comprehensive understanding of risks and deficiencies within your construction company and projects. Through job site safety inspections and observations at your construction projects, our professionals will develop a useful and practical analysis of safety issues, along with recommendations for remediation of problems.
A Benchmark in Excellence
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Air Monitoring
& Soil Sam lin
Soil Sampling
In the planning and execution of construction operations, it is vital to know as much information of engineering significance as possible about the subsurface conditions in the construction area.
That information includes not only the location, extent, and condition of the soil layers, but also the elevation of the groundwater table and bedrock; the drainage characteristics of the surface and subsurface soils; and the location of possible borrow areas from which soil and other mineral product materials may be "borrowed" for a construction operation. Soil surveys are conducted to gather (explore) this information.
NATEC provides soil sampling including, but not limited to the following techniques:
• Surface Samples
• Existing Excavation Samples
• Test Pits and Test Holes
Air Monitoring
The primary objective of an air monitoring program is to analyze the ambient air at a site during or prior to remedial action. Using a set of established protocols and contingency actions, we strive to manage the key aspects of air monitoring for all of our clientele.
Our services include:
• Monitoring levels of compounds in ambient air prior to or during remedial action • Documenting the ambient air conditions
• Identifying the need to implement mitigating abatement actions to reduce levels of airborne target compounds
A Benchmark in Excellence
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Plans & Procedures
Plans & Procedures
NATEC has written a large variety of plans and procedures for contractors and companies.
Following are some of the plans and procedures we offer:
• Corporate Health and Safety Plan
• Site Specific Lead Health and Safety Plan
• Site Specific Health and Safety Plan
• Safe Operating Procedure Manual
• Inspection Procedure Manual
• Environmental Compliance Plan
• Lead Placard
• Noise Control Plan
• Noise Abatement and Mitigation Plan
• Waste Management Plan
• Waste Disposal Plan
• Spill Response Plan
• Emergency Contingency Plan
• Fire Safety Plan
• Fire Prevention Plan
• Emergency Demobilization Plan
• Carbon Monoxide Mitigation Plan
• Permit Required Confined Space Plan
• Hazard Communication Plan
• Excavation Transportation Plan
• Sampling Analysis Plan
• SWPPP
• WPCP
• IIPP
• Erosion and Sediment Control Plan
• Groundwater Contingency Plan
• Lead Compliance Plans
• Asbestos Plans
Noise Control Plan
• Spill Prevention and Counter Measures
(SPEC) Plan
A Benchmark in Excellence
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Excavation and
Trans ortation Plans
Excavation and Transportation Plans
NATEC can prepare or propose project specific Excavation and Transportation Plans. The Excavation and Transportation Plan will establish the procedures the Contractor will use to comply with requirements for excavating, stockpiling, transporting, and placing (or disposing) of hazardous materials. The plan shall conform to the regulations of the DTSC, Cal-OSHA, Federal Regulations, and any other pertinent regulatory agency.
The plans contain the following, but are not
limited to the following elements:
A. Excavation schedule (by location and date),
B. Temporary locations of stockpiled material,
C. Sampling and analysis plans for areas after
removal of a stockpile,
1. Location and number of samples
2. Analytical laboratory
D. Survey methods
E. Sampling and analysis plan for soil cover
F. Sampling and analysis plan for post excavation
G. Dust control measures
H. Air monitoring
1. Location and type of equipment
2. Sampling frequency
3. Analytical laboratory
I. Transportation equipment and routes
J. Method for preventing spills and tracking
material onto public roads
K. Truck waiting and staging areas
L. Site for disposal of hazardous waste
M. Example of Bill of Lading to be carried by
trucks transporting material.
N. Spill Contingency Plan for hazardous
material
NATEC can also prepare proposals
that discuss remedies for cleanup of:
• Radiological contaminated soils
• Minor areas of concern such as recharge
basins, ecologically sensitive areas, and an
ash pit
• Final removal actions such as capping of
landfills, excavation of disposal pits and a
groundwater treatment system, and planned
removal actions such as remediation of a
medical isotope facility.
A Benchmark in Excellence
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Health & Safety Plans
Health and Safety Plans for Lead
Lead overexposure is one of the most common overexposures found in industry and is a leading cause of workplace illness. Lead hazards are addressed in specific standards for general industry, shipyard employment and the construction industry.
The Health and Safety Plan you will receive is extensive and highly detailed. A thorough, professional analysis of the data by our Certified Industrial Hygienist (CIH) will give you a firm understanding of the work conditions and plan of action you will take in order to protect your employees and subcontractors from hazards related to the contracted work.
Items covered in the Health and Safety Plan include:
• Initial Exposure Assessment based on SI Reports, specs, and other pertinent document including historical information of the site
• Objective Data Relating to Potential Exposure
• Initial, Standard, and Stop work conditions
• Decontamination Procedures
• Training & Medical Recording
• Map, location, and contact information of nearby hospitals • Cal/OSHA Regulation
Armed with the professional information we provide, you can protect your workforce with confidence! A Benchmark in Excellence
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Plans & Procedures
Hazardous Materials Management Plan (HMMP)
The purpose of the Hazardous Materials Plan, per CUPA,
is to prevent or minimize the damage to public health
and safety and the environment, from a release or
threatened release of hazardous materials. It also
satisfies community right-to-know laws. This is
accomplished by requiring businesses that handle
hazardous materials in quantities equal to or greater
than 55 gallons of a liquid, 500 pounds of a solid, or
200 cubic feet of compressed gas, or extremely
hazardous substances above the threshold planning
quantity (40 CFR, Part 355, Appendix A) to:
• Inventory their hazardous materials,
• Develop a site map,
• Develop an emergency plan, and
• Implement a training program for employees
NATEC is committed to assisting our clients with regulatory compliance and thedevelopment of their Hazardous
Material Management Plan(s).
ROUTINE, TRANSPORT, USE OR DISPOSAL OF
HAZARDOUS MATERIALS CONSTRUCTION
Construction sites may require the limited use of some
hazardous materials, including, but not limited to the
following: gasoline, diesel, motor oil, hydraulic oil,
solvents, and paint.
Improper management of hazardous materials during
construction and operational phases of the development
could pose a hazard to human health and the environment.
However, management of hazardous materials during and
after construction should follow best management practices and applicable laws regarding hazardous materials.
NATEC is committed to assisting our clients with
regulatory compliance and the development of their
Hazardous Material Management Plan(s).
NATEC assures regulatory compliance with:
Department of Transportation
Transportation of hazardous materials on the highways is regulated through the Federal Department of Transportation (DOT) and the California Department of Transportation
(Caltrans).
Department ofToxic Substance Control
The Department of Toxic Substance Control (DTSC) regulates hazardous waste, cleans up existing contamination and looks for ways to reduce the hazardous waste produced in California.
DTSC regulates hazardous waste in California primarily under the authority of RCRA and the California Health and Safety Code. DTSC oversees the implementation of the hazardous waste generator and onsite treatment program.
Local and Regional Requirements
Local responsibility for hazardous materials oversight, permitting, and regulation is through the Certified Unified Program Agencies (CUPA). These programs were developed
when the State of California delegated responsibility to local jurisdictions.
A Benchmark in Excellence
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Surveys & Consulting
Hazardous Materials Surveys & Consulting (Lead & Asbestos) NATEC provides a full range of services related to hazardous materials. We are available to assist our clients with regulatory compliance and reduce health risks associated with Asbestos Containing Materials (ACM), Lead-Based Paint, Mold, PCBs, Mercury, and other hazardous materials.
Our team includes:
• Certified Asbestos Consultants (CAC)
• Certified Lead Inspector /Risk Assessors (I/ A)
• Certified Industrial Hygienists (CIH)
• Asbestos Hazard Emergency Response Act (AH ERA) Building Inspectors • Asbestos Contract Supervisors
NATEC provides:
• Asbestos Surveys and Testing
• Lead-based Paint Inspections and Hazard Risk Assessments • School (AHERA) Inspections and Re-Inspections
• Mold and Biohazard Sampling
• Testing for PCBs and Other Contaminants in Building Materials • Testing for Mercury and Other Hazardous Materials
• Vapor Intrusion Studies
• Air Monitoring and Final Clearance
• State of CA Accredited Lead & Asbestos Training
• EPA Renovation, Repair, Painting (RRP) Training
NATEC ensures compliance with local, state, and federal regulations, as well as the requirements of our clients.
A Benchmark in Excellence
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Environmental Site
Assessments - Phase I
Phase I Environmental Assessments
Phase I Environmental Site Assessments are a common requirement today for most real estate transactions. Typically, the purchaser or the bank that is financing the purchase will require a Phase 1 assessment of the property to qualify for the CERCLA "Innocent Land Owner Defense", which is designed to allow the owner of contaminated property to defend against liability for hazardous substances that were put on the property by an unrelated third party.
During the Phase 1 site assessment, the property is site inspected by our Certified Inspector, and a thorough mile radius survey is compiled from state and federal historical data of properties with underground storage tanks/wells, or hazardous chemicals. The report delivery is within 7-15 business days.
The actual sampling of soil, air, groundwater and/or building materials is typically not conducted during a Phase I ESA. The Phase I ESA is generally considered the first step in the process of environmental due diligence.
If a site is considered contaminated, a Phase II environmental site assessment is recommended.
Standard Scope:
• Performance of an on-site visit to view present conditions (chemical spill residue, die-back of vegetation, etc.); hazardous substances or petroleum products usage (presence of above ground or underground storage tanks, storage of acids, etc.); and evaluate any likely environmentally hazardous site history
• Evaluation of risks of neighboring properties upon the subject property • Review of Federal, State, Local and Tribal Records out to distances specified by the ASTM 1528 and Ml Standards (ranging from 1/8 to 1 mile depending on the database) • Interview of persons knowledgeable regarding the property history (past owners, present owner, key site manager, present tenants, neighbors).
• Report Generation and Submittal to Client
A Benchmark in Excellence
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Environmental Site
Assessments - Phase 11
Phase II Environmental Site Assessments
Phase II Environmental Assessments typically involves the testing of soil and groundwater on the property. Some of the most common reasons a Phase II may need to be conducted include, but are not limited to, the following:
• The property is currently used or was formerly used by a dry cleaner that conducted dry cleaning on the premises.
• The property has underground fuel storage tanks and no soil or groundwater testing has ever been conducted to determine if the tanks have leaked.
• The site has a long history of commercial or industrial use and the current or former owners or operators used hazardous substances. Examples include many industrial manufacturers and sites engaged in automotive repair.
• The site has imported fill material, the fill is relatively deep (not all visible at surface), and comes from an unknown source.
Sampling of soil and groundwater is conducted by our experts. The soil and groundwater samples are then sent to a laboratory for analysis. At the end of this period, our team will provide a report on our findings. The report will typically include a scaled site plan showing the sampling locations, the certified laboratory reports, and a comparison of the test results to regulatory standards.
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Indoor Air Quality
Mold Remediation
NATEC specializes in moisture, mold investigation and indoor air quality (IAQ) remediation. When excessive moisture accumulates in buildings or on materials, mold growth will often occur, particularly if the moisture problem remains undiscovered or unaddressed.
We Offer the Following Moisture and Mold Investigation Services:
• Mold Investigation Using Environmental Controls
• State-of-the-Art Microbial Sampling and Analysis
• Microbial Remediation Specification or Work Plan
• Microbial Remediation Project Oversight
We Offer the Following IEQ and Building Performance Services:
NATEC International, Inc. consults on Indoor Environmental Quality (IEQ) issues that can affect worker health, and productivity. Americans spend a large percentage of their time indoors where pollutant levels can be 2 to 5 times higher than outdoor levels.
• IEQ Management Program
•Thermal Comfort Measurement and Verification
• HVAC Maintenance and Hygiene Inspection
• Airflow and Pressure Differential Measurement
• Ventilation Assessment
• Moisture and Mold Investigation
• Pollutant Measurement
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Industrial
iene Services
Industrial Hygiene Services
There is a method to the madness of occupational health and safety. Certified Industrial Hygienists are credentialed professional investigators who identify and define safety or health problems in the workplace; create reasonable and effective solutions; and provide peace of mind for employees and employers alike.
Our Certified Industrial Hygienists:
• Anticipate, identify and evaluate hazardous conditions and practices • Develop hazard control designs, methods, procedures and programs • Implement, administer and advise others on hazard controls and hazard control programs • Measure, audit and evaluate the effectiveness of hazard controls and hazard control programs Our professionals understand the need to develop cost-effective programs to minimize risks and injuries in the workplace.
Using our knowledge of regulatory requirements, NATEC will work closely with you as a partner to evaluate your needs and implement cost effective and timely solutions. Whether you need effective training programs, indoor air quality studies, programs for respiratory hazards in the construction, or cost-effective engineering controls, choose NATEC for creative, responsive, and practical industrial hygiene solutions.
Qualifications and Credentials Available Services
• Certified Industrial Hygienist • Sick building syndrome diagnosis and remediation • Registered Environmental Assessor • Chemical and physical hazard monitoring and assessment • CA Registered Engineering Geologist • Indoor and outdoor air quality investigations • Degreed Health and Safety Professionals • Health and Safety Plans and audits • Experience in working with Cal/OSHA, Cal-EPA, AQMD & AHERA • Hazardous materials management plans • Experienced in Turn-Key Project Management • Custom-designed training courses • Health and Safety Plans for Naturally Occurring Asbestos • Mold investigation and remediation reports
• Health-based risk assessments
• Noise studies
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Health & Safety Services
Health & Safety Services
NATECare committed to helping your company develop, implement, and maintain a safety program that meets and exceeds OSHA and State safety requirements. NATEC provides occupational safety and health management services nationwide.
Our services include:
• Injury & Illness Prevention Plans (IIPP): We can create or update an IIPP to keep you in full compliance with Cal/OSHA requirements in § 3203 of the California Code of Regulations • Health and Safety Plan (HSP) for Special Hazards: NATEC will write or revise Health and Safety Plans for special hazards such as asbestos or lead contaminated soils, petroleum hydrocarbon hazards, and etc.
• Qualitative & Quantitative Fit Testing
• First Aid / CPR / AED / BBP Training
• Site Safety Plans (SSP) for Construction Projects
• Certified Industrial Hygienists (CIH)
• Certified Safety Professionals (CSP)
• Site Health & Safety Officers (SSO)
• Program Development and Updates
• Industrial Hygiene Technicians
• On Site Management
• Training
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Safety Consulting
Services
Safety Management Services
NATEC proudly offers on-site Safety Management Services to Municipalities and Construction Companies. Our team of experts is prepared to put their best foot forward, and are quickly available to help with all of your Safety Management Services needs on a full-time or an as-needed basis. Our services are not only offered in California, but are offered nationwide.
Our services include:
• Perform internal environmental health and safety audits • Provide Site Safety Officer
• Interpret and Determine compliance of operations and facilities • Conduct Construction Site Best Management Practices Inspections • Conduct Hazardous Waste Determinations for New or Existing Chemicals • Develop Emergency Preparedness Programs
• Prepare Site-Specific Environmental Health and Safety Plans • Overview of Work
• Ensure Proper Environmental-Related Training for Employees • Interact with Various Local, State and Federal Environmental Regulatory Agencies • Prepare Hazardous Materials Survey Reports, Environmental Site Assessments, and Mitigation Reports • Prepare Engineering Cost Estimates
• Permitting Requirements
• Develop Equipment Inventories
• Technical Support During Agency Inspections
• Locating Underground Structures
• Hazardous and Non-Hazardous Waste Characterization
• Provide Detailed Report Summaries
• Recommendations & Corrective Actions
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Safety Consulting
Services
Safety Management Services
Safety Consulting Qualifications
• Over 24 years of experience in Compliance Management and General Safety Services • Comprehensive Knowledge of Regulatory Agencies and Regulations • Proven Track Record of Success in Managing Environmental Health and Safety Programs • Proficiency Working with Environmental Health and Safety Programs • Oversite of Multiple Projects
• Diverse Knowledge of Environmental Health and Safety Compliance • Ability to Interpret Construction Plans, Contract Specifications, Schedules and Permits • Certified Professionals on Staff Including: CIHs, CSPs, CPEs, CACs • Consultants with Extensive Field Experience
Value-Adds
• Consultants Available Statewide
• Quick Final Report Turn-around Time
• Highest Levels of Qualifications and Certifications
• Customizable Reporting and Tracking Systems
• Customizable Online Portals and Web Development
• Account Management
• Quality Control Management
• 24/7 IT Support
• Advanced Communication Technology
• Qualified Consultants and Professionals with a Minimum of 15 Years Industry Experience • Full Range of Services to Meet Client Goals and Requirements • Prior Experience Working with Municipalities & Construction Companies Throughout California A Benchmark in Excellence
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QSD/QSP
Ins ection Quote Re
QSD/QSP Inspection Quote Request
Please fill this section out and fax back to 714-479-0809.
Company ________________ _
Name _________________ _
Title _________________ _
Phone _________________ _
Email _________________ _
Location ________________ _
Project _________________ _
Project# (
if applicable) ______________ _
Length of Project _______________ _
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EH&S Training Services
NATEC's internal staff of EH&S Instructors allow us to have a strong quality control program that further defines our ability to customize courses to meet the continual changes of our end customer's regulations. With over 70 EH&S specialists, we can support all of our clients' requirements in all EH&S facets.
EH&S Training Services
Course Offerings:
NATEC maintains a large reach of quality training
and consulting services by assuring we have the largest base of quality instructors and consultants to choose from state-wide. Because of our vast experience in the
environmental, health and safety field, we have been
able to develop and utilize project specific strategies to provide our clients with the most cost-effective solutions.
Our environmental, health, and safety training services are broad. We have several large training task forces in the categories of:
• Environmental Training
• Stormwater Management
• Emergency Response / HAZWOPER
• Rescue Training
• Heavy Equipment Operation and Safety Training
• General Construction and Industrial Safety Training
NATEC has at least one Project Lead in each task force
aligned to our projects to assure we meet our clients'
needs and provide quality training. Instructors have a
minimum of 15 years relevant experience in their industry and pertinent qualifications. Hands-on practical training is required in our courses to assure students are engaged and getting the most comprehensive training available.
All courses include:
• Manual
• Activities
• Field and/or Table-top/Classroom Exercises
• Quizzes
• Test
• Evaluations
• In addition, many courses offer additional hands-on material to help introduce students to the subject.
NATEC's main categories of training courses available
are: Asbestos, Lead, Crane, Heavy Equipment, Industrial (ex: Scaffolding/lobo/confined space/fall protection),
HAZWOPER, Excavation and Trenching, Traffic Control, First Aid, Emergency Response, Homeland Security, Environmental,
Stormwater and Cal OSHA Safety courses. Our Safety training staff includes: AHERA Certified Asbestos Instructors, DPH Lead Instructors, Certified Industrial Hygienists, Electrical & Environmental Engineers, Journeymen, NCCCO Certified Crane Instructors, State Certified CSTI Outreach HAZWOPER Instructors, State Certified Trench Rescue and Confined Space Rescue Instructors, Certified Professional in Erosion & Sediment Control (CPESC), and our own queue of specialized Internal Instructors.
Our training facilities are authorized as a NCCCO Certified Written exam site for NCCCO Crane Certification testing, as well as accredited by AH ERA to teach asbestos and DPH to teach lead.
NATEC also holds the distinguished honor of being one of the few companies chosen to be an official training provider for the AGC (Association of General Contractors) of California.
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EH&S Training Services
As our business and interaction with clients grows,
we are continually expanding into more and more areas
of service, especially in the field of environmental compliance. Satisfied clients have brought us new problems and needs as they faced an avalanche of "how, what,
when, where and why questions regarding environmental
laws, regulations, and compliance. NATEC has sought our experts in the field of environmental science to meet our clients growing needs.
LEARNING MANAGEMENT
SYSTEM-ELECTRONIC TRACKING
NATEC International, Inc. uses a quality control program that incorporates internal instructors, qualified staff, EH&S subject-matter experts, and a student tracking
system to assure our clients and customers receive the
highest quality training and course facilitation available.
Our courses are geared to provide results, focus on real-life job-related scenarios, active participation, experience, and in-depth information on current regulations/processes and client's standard operating procedures.
CLIENTS:
Our clients include ports, industrial, construction,
governmental agencies, schools / universities, law
firms, developers, engineering / architectural firms,
commercial real estate brokers and lending institutions.
We hold the largest base of instructors in California,
hence allowing us to meet all of our clients' needs when and where they want training. Projects have included a
$2.2 M EH&S training contract with LA DWP and numerous
$1OOK+ annual contracts with clients including Riverside (including Riverside Sanitation District), City of Torrance, City of Huntington Beach, City of Long Beach, Metropolitan
Water District, Golden State Water, and more. Our goal to establish long and lasting relationships with our clients.
VALUE-ADDS:
In order to sustain these relationships in a competitive market our training curriculum emphasizes the following:
• Qualified Instructors and Consultants with a minimum of 15 Years Experience Industry Hands-on Experience
NATEC International, Inc. has developed and written its own • Highest Levels of Qualifications and Certifications unique and customized tracking database. After the training • Manuals and Material Representing the Latest in the Industry program, all materials including the roster, tests, assignments • Practical Application in Training Programs instructor evaluations, invoices, and confirmations are kept in • Student Engagement through various activities a hard copy course file and tracked electronically. For each • Account Management course provided, Data is entered and tracked by the registration, • Full Range of Services to Meet Client Goals and Requirements confirmations, compliance requirements, planning, testing and training records through an online on a content hosting server.
Each course is alignedto a project number, connected to the customer, which all activities are tracked against. Students are aligned to a unique student number per course, which is tracked electronically. The courses that have an expiration date are electronically tracked on line and on our computer system. This allows for us to remind the end customers to schedule a refresher or to recertify before the expiration date. Course files are kept according to the company file at the division level. Information electronically stored. This allows for us to provide specialized reporting including:
1. Student reporting
2. Course reporting
3. Customer course tracking
4. Monthly/Annual reporting
5. EH&S category breakdown reporting
6. Financial reporting
7. Custom-tailored reporting upon client request
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Environmental Training
Instructor Qualifications
• Certified Industrial Hygienists
• Professional Engineers
• Certified Asbestos Consultants
• Risk Assessors
• Mold Remediation Specialists
• Certified Professional Erosion Sediment
Consultants (CPESCs)
Environmental Courses Include:
ACTU Accredited Asbestos Courses
• Asbestos Cement Pipe Initial/ Refresher
• Asbestos Worker Initial/ Refresher
• Building Inspector Initial/ Refresher
• Contractor/Supervisor Initial/ Refresher
• Management Planner Initial/ Refresher
• Operations and Maintenance Worker
Initial/ Refresher
• Project Designer Initial/ Refresher
CAL OSHA Accredited Lead Courses
• Lead Continuing Education Worker/ Refresher
• Lead General Continuing Education
• Lead-Related Construction Supplemental
Supervision/Project Monitoring
• Lead-Related Construction Inspector/Assessor
• Lead-Related Construction Supervisor/Project
Monitor
• Lead-Related Construction Worker
Mold Courses
• Mold Remediation Inspection
• Mold Supervisor
• Mold Awareness
Additional Environmental Courses
(Call for more available courses)
• Asbestos Awareness
• Bloodborne Pathogens
• Chemical Hygiene
• EPA Approved RRP Course
• HAZWOPER (CSTI Certified Courses Available)
• HAZCOM
• Hearing Conservation
• Lead Awareness
• Mold
• Pesticide Worker
• Storm Water Preparation Planning (SWPPP)
Respiratory Training and Fit Testing
• Respiratory Safety Training per CBRNE /
Cal/OSHA Tile 8 Regulations
• Quantitative Fit Testing
• Qualitative Fit Testing
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Emergency
Res onse Trainin
Instructor Qualifications:
• Fire Captains/Paramedics for the largest cities
/counties nationwide including LA City
• HAZMAT Team Captains
• HAZMAT / WMD First Responders and Instructors
for the Fire Service and Refineries
• HAZMAT / WMD / Terrorist First Responder State
Certified CSTI Instructors
• Fire Investigators and Inspectors for the Fire
Service and private industry
• Advanced Chemical and Biological Responders
• State of CA Certified Paramedics/ Rescue System
I & II/ Fire Command 1A & 1B / Fire Prevention
HAZMAT / HAZWOPER /
Emergency Response
Courses Include:
• HAZMAT/WMD FRO Decontamination
• Emergency Response to Terrorism
• Radiological/ Nuclear Responder
• WMD Sampling Techniques
• Advanced Chemical/ Biological Response
• Decontamination for Healthcare WMD
• Incident Command Emergency Response
• HAZMAT First Responder Operations
• HAZWOPER Technician Specialist
• HAZWOPER 4O-Hour
• HAZWOPER for Supervisors
• Hazardous Waste Operator
• HAZWOPER Awareness/ Refresher
• ICS / FEMA Training
• Floor Warden
• Fire Safety/ Fire Extinguisher Safety
• Fire Inspection
• CPR/ First Aid/ AED Training
• Advanced First Aid
• Basic Life Support (BLS)
• Advanced Life Support/ Paediatric Advanced
Life Support (PAL
• Title 22 / RCRA Hazardous Waste Handler
• DOT HAZMAT Employee
• DOT Certification
• International Maritime Dangerous Goods
(IMDG) Training
• Facility Security Officer (FSO) Training
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Rescue Training
Instructor Qualifications
• California State Fire Training Certified Fire Fighters • Confined Space Rescue Senior Technical
Instructors
• Confined Space Rescue California State Fire
Training River and Flood Rescue
• Low And High Angle Rope Rescue, California State
Fire Training Approved
• Trench Rescue Senior Technical Instructors
• Trench Rescue California State Fire Training
• Fall Protection Competent Person Senior Instructors
• Swift Water Rescue, California State Fire Training
USAR Courses Include:
• Tower Rescue
• Wind Turbine Rescue
• Confined Space Entry
• Confined Space Rescue
• Trench Rescue
• High Angle Rope Rescue
• Low Angle Rope Rescue
• Fall Protection Competent Person 8-24 Hour
• Awareness Courses
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General Construction
Industrial Trainin
Instructor Qualifications
• State Certified Trench Rescue
• State Certified Confined Space Rescue
• Master Scaffold Trainer
• State Certified Fall Protection Instructor
• Journeymen
• OSHA 501 Outreach Instructors
• OSHA 500 Outreach Instructors
• 15+ Years Hands-on Experience within General
Construction and/or Industrial Industries
• General Contractors License
• Radiological Worker Level II
General Construction /
Industrial Safety Training Courses
• Fall Protection
• Lockout Tag-out
• Traffic Control
• Scaffolding
• Trench and Excavation
• Ladder Safety
• IIPP
• Defensive Driving
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Heavy Equipment
0 erator Trainin
Instructor Qualifications
• NCCCO Certified Crane Operator
• NCCCO Certified Crane Instructor
• NCCCO Certified Crane Examiner / Inspector
• NCCCER Certified Crane Instructor
• Heavy Equipment Instructors / Journeymen
• Forklift Certified Instructors
• 15+ Years Hands-On Experience with Heavy
Equipment
• Heavy Equipment Operators
• Heavy Equipment Trainers
Heavy Equipment Courses Include:
• Aerial Devices and Lifts
• Crane Operator
• Mobile Crane Operator (NCCCO)
• Marine Terminal Crane Operator
• Signal Person Training (NCCCO)
• Crane Awareness
• Overhead Crane Training
• Front End Loader Training
• Crawlers / Bucket Truck Training
• Skip Loader Training
• Aerial Lift Training
• Forklift Class I-VII Training
Heavy Equipment Course Outline:
The Heavy Equipment Training and Evaluation
courses are tailored to improve operator knowledge
and safe operating practices in both the classroom
and during hands-on exercise as outlined under
Course / Evaluation Content. The target audience for
this course is for Crane Operators or Heavy Power
Equipment Operators and Heavy Power Equipment
Oiler / Power Equipment Operators that work with
Crawlers, Dozers, Motor Graders, Backhoe Loaders
or similar types of equipment. At the completion of
the class, the participant will be given an evaluation
of each operator's skills and, if necessary, a
recommendation of any additional training needed.
Heavy Equipment Course Criteria:
• Pre-start Procedures (CR/FE)
• Equipment Components (CR/FE)
• Control Identifications Components (CR/FE)
• Lockout Blackout Equipment (CR)
• After Start Checks (CR/FE)
• Engine Shut-Down Procedures (CR/FE)
• Dig Alert (CR)
• Overall Safety Awareness (CR/FE)
• General Understanding and Usage of Heavy
Equipment (CR/FE)
• Common Operator Technique Errors (CR)
• Cal/OSHA Regulatory Requipments (CR)
• Department Circle of Safety (CR)
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Training
With over 120 Environmental, Health, & Safety Classroom Courses, NATEC is committed to providing exceptional and engaging training. We have a network of skilled instructors, most with over 15 years of industryspecific experience. Our specialized training team is dedicated to instruction only within their field of expertise. Our Content Development Team will even customize courses to our clients' purposes.
Training Course Catalog
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Training Course Catalog
Advance Rigging
Hours: 16
Module I: Review of Safety Rules Classroom (8 hours): Review of your safety rules, OSHA 1910.184, breaking strength of wire rope, angle factors, and materials handling gear. Lecture on synthetic rope with practical hands-on splicing, tying knots, and making hitches. Field Training(8 hours): Seizing wire rope, correct coiling and uncoiling of wire rope, spooling of wire on a drum, and drum and reel capacities
Module II: Sheaves, Blocks, and Rigging Loads Classroom (8 hours): Discussion on blocks and sheaves as they pertain to the job, inspection and care of blocks and sheaves, rigging loads, pick points, and whipping steel and synthetic rope. Field Training (8 hours): Rigging loads to determine weight of load, center of gravity, pick points, conditions to consider, sling angle factor, rigging for the proper parts of line on falls, and whipping of steel and synthetic rope.
Aerlal Lift Operator Safety & Evaluation
Hours: 4-8
Description
This 4 to 8 hour safety course provides training for persons who will be using aerial lift devices. This training course is appropriate for the users as well as supervisors and managers who support them. Course will combine lecture, discussion, and audio-visual presentations in a format that is a learning experience for all involved.
Topics
• Review of ANSI, Cal/OSHA, and Company regulations
• Review of lift types and design elements
• Review of lift operating rules
• Load capacity
• Center of Gravity
• Slide / Slope / Grade
• Pre-operation checklist
• Post-operation checklist
• Refueling
• Workplace inspection
• Personal protective equipment
• Video tape on lift operations
• Written examination
• Operator evaluation
Aerial ManllftTralnlng
Hours: 8
Description
This class will provide the student with a working knowledge of safe operating procedures for an aerial manlift. Course time is eight hours with four hours of classroom lecture and four hours of one-on-one hands on training. At the completion of the class, the student will be able to operate the equipment from the bucket, smoothly move the equipment to all positions, make a 360 degree swing the boom fully extend, raise the boom to maximum height, and be able to maneuver the man lift as if working around a light standard.
Topics
• Equipment inspection and prestart checks.
• Required safety gear.
• Record keeping.
• Emergency controls and procedures.
• Equipment maintenance and testing.
• Traffic Control.
• Set-up.
• Operating hazards and safety features.
• Load capacities.
• D-Ring locations.
• During the practical portion of the class each student will be required to pass specific tasks set up by the instructor.
Asbestos Training - See Page 51
Backhoe Training
Hours: 8
Description
This class is intended to train personnel in the safe operation of a backhoe.
The class will provide the student with the knowledge and skills needed to operate a backhoe. Also covered in the class will be proper grading of the ditch, digging around utility services, production digging, loading trucks, and changing of implements.
Topics
• Course time is approximately eight hours. Topics covered in the class are proper pre-shift inspection and machine operation.
• At the conclusion of the lecture each student will be required to pass a written examination.
Practical Portion
• A four hour hands-on operation and inspection of a backhoe, and will be taught as a one-on-one session with each student. At the conclusion of the practical section each student will be required to pass specific tasks set up by the instructor. Other Information
• Class length: 4 Hours Classroom/ 4 Hours Practical
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Training Course Catalog
Basic Rigging
Hours: 8
Description
This class is intended to train personnel in the safe operation of rigging equipment. This is an eight-hour class that will provide the student with the knowledge and skills needed to bsafely accomplish a rigging job. Also covered in the class will be proper rigging technique and theory, proper tool for the proper job.and sling angle factor.
Topics
• Topics covered in the classroom are proper rigging technique in the use of rigging equipment, slings, pick point, knots, splicing, block angles, jack points, and center of gravity.
• At the conclusion of the lecture each student will be required to pass a written examination. Practical Portion
• The practical portion of the class will include a four hour hands-on inspection of rigging equipment and rigging tasks.
• At the conclusion of the practical section each student will be required to pass specific tasks set up by the instructor.
Other lnfonnatlon
• Class length: 4 Hours Classroom/4Hours Practical
Bulldozer training
Hours: 16+
Description
Module I: Valve Operation
Classroom (4 hours): Dozer valve operation, hydraulic operation, proper speed for carrying material.
Field Training (12 hours): hands-on training: Dozer valve operation, ripping, blade operation.
Module II: Bank and Cut Work
Classroom (4 hours): Dozer technique, bank, cut and fill, stock piling of dirt.
Field Training (12 hours): hands-on training: Pushing dirt using various techniques in bank, dirt, cut and fill, and stock piling.
Module Ill: Slot Dozing
Classroom (4 hours): Slot dozing and grading.
Field Training (12 hours): hands-on training: Slot dozing, grading, carrying, rough grading.
Module IV: Compacting and Sheep Foot Operations
Classroom (4 hours): Slope grading, sheep foot compacting, proper spacing of dozer and watertruck for compacting, cycle time.
Field Training (12 hours): Hands-on training: working on hillside for cut and fill, grade checking, soil compacting, cycle time.
Module V: Slope Board and Side hill Work
Classroom (4 hours): Slope board work, cutting banks, moving dirt for cut and fill, pioneer work, sloping a hill without a slope board.
Field Training (12 hours): Hands-on training: Slope board work on hillsides, working without a slope board, pioneering a roadway.
CCO Operator Tralnlng
Hours: 10 Hours - 3 Days
Description
3 DAY PREP CLASS FOR THE WRITTEN CCO EXAM
• Days 1 & 2: Review & test on Core Examination, domain 1 (site)- Domain 2 (Operations), Domain 3 (Technical Knowledge) and -Domain 4 (Manufacturers' Load Charts)
• Day 3: Sample CCO timed exams & reviewing results.
• Math & table chart tutoring will be provided each day after class of Day 1 and Day 2.
2 DAY PREP FOR THE PRACTICAL OPERATIONAL EXAM
• CCO Instructor will set up a sample practical exam site at your location and provide training for the practical exam.
10 HOUR CRUNCH
• Ten power filled hours of reviewing materials covered in days 1 and 2 of the "3 Day PREP Class" for the Written CCO Exam. • This course will prepare students for the CCO exam at NATEC'scertified test locations.
Chlorine Incident Emergency Response
Hours: 8
Description
Emergency Kit A/ Emergency Kit B (An 8 Hour Training Course with Hands-on Training) The purpose of this training program is to minimize the risk of injury arising from the potential leakage of chlorine during an emergency. This training course is designed to provide the latest information for those who respond to emergencies involving chlorine containers.
Topics
• Safety Procedures
• General Properties of Chlorine
• Toxicity of Chlorine (Health Effects)
• First Aid
•Packaging / Bulk Distribution of Chlorine
• Proper Levels of Personal Protection
• Personal Protective Equipment Dressout
-Level A, Level B, SCBA
• Emergency Kit Application
-Emergency Kit A, Emergency Kit B
• Decontamination Other Information
Each attendee will be required to bring the following items to the training site:
•Standard Personal Protective Equipment
• Level A Suit (recommended) or Level B Suit
• Self Contained Breathing Apparatus (full)
• Emergency Kit A and/or Emergency Kit B Prerequisites
• 24 Hour Emergency Response Operational and/or
-40 Hour Emergency Response, Technician per CFR 29 §1910.120 (q)] and/or CCR Title 8 §5192 (q)
•SCBA Respirator Training and Fit Test per CFR 29 §1910.134 and/or CCR Title 8 §5144
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Training Course Catalog
Class A Driver
Hours: 4-80
Description
This class is intended to train the student in the safe operation of driving a Class A combination vehicle (semi-truck and trailer).
The classroom portion of the course is 8 hours. The practical portion of the course is one-on-one hands on training with each student and can be anywhere from 8 hours to 40 hours per student. The class size should be limited to ten students to minimize the time between classroom and one-on-one training.
Topics
• California driver's license test.
• State laws and rules.
• Vehicle pre-trip inspection.
• Basic control of vehicle (shifting and controlling speed). • Synchronization of transmission and engine.
• Managed space.
• Mountain driving.
• Railroad crossing.
• Defensive Driving.
• Skid control and recovery.
• Title 49 Code of Federal Regulations.
• Hazardous materials endorsements.
• Inspection of cargo, including weight and balance.
• Securing loads.
• Driver's logs Practical Portion
• Proper shifting of gears, double clutching, downshifting, completing tractor and trailer pre-trip inspection, various driving situations on freeways, highways and grades, stop and go traffic, defensive driving,coupling and uncoupling of combination vehicles, vehicle trouble reports, and driver's log.
Class B Driver
Hours: 8
Description
The lecture will assist your drivers in preparing for the commercial driver's license written exam-specific questions pertaining to the written exam will be addressed.
Topics
• General Knowledge, Air Brakes, Tanker Endorsement Prerequisite:
A valid Social Security Card and a DL-51 Medical Examination Report.
Confined Space Entry
Hours: 2-8
Description
29CFR 1910.146 CCR Title 8, §5156, §5157, & §5158
The National Institute for Occupational Safety and Health (NIOSH) reports an average 67 deaths per year due to fatal incidents within confined spaces.
In 1993 the California Occupational Safety and Health Administration adopted the new confined space rule that places responsibility on the employer for development and enforcement of confined space policies. This regulation sets standards for preventing employee exposure to confined space hazards.
Training
The employer shall provide training so that all employees whose work is regulated by the confined space regulations acquire the understanding, knowledge, and skills necessary for the safe performance of the duties assigned.
NATEC offers several levels of Confined Space Entry courses. 2 Hour Confined Space Awareness
There are two types of confined spaces: Those that require a permit for entry and those that can be entered without a permit. This course is designed to inform the students about the difference between a permit-required confined space and a non-permit required confined space.
Course content Includes:
Identifying a confined space; when a permit is required; typical hazards; atmospheric monitoring equipment; personal protective equipment; ventilation equipment; exposure symptoms; and an exam.
8 Hour Confined Space Competent Person
This course is specifically designed to increase the student's knowledge of hazards associated with permit-required confined space entry. This course is a site specific course and will incorporate the employer's policy and procedures for entering a confined space. As much as possible, we will train with the employer's confined space entry hardware, monitoring devices, and personal protective equipment in order to provide training that is useful as well as effective.
Course content Includes:
Definition of a confined space and permit required confined space; entry procedures; required elements of a confined space program and permit system; hazards; ventilation; lockout tagout procedures; equipment; duties of the entrant, attendant, and supervisor; evacuation and rescue procedures; closing an entry operation; and an exam.
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Construction Site Management
Hours: 4
What Is Construction Site Management?
Construction Site Management (CSM) is a new Standard Special Provision (SSP) that appears in Caltrans contracts. It requires controlling potential sources of water pollution that may come in contact with stormwater flows, storm drain systems or watercourses.
Construction Site Management is defined as the "proper management of construction activities to preserve living and non-living elements of the ecological, environmental, aesthetic, and social landscape." What will the Construction Site ManagementTralnlng Class accomplish? The Construction Site Management training is designed to help construction project personnel understand the basic requirements of pollution prevention laws and regulations in California and follow the instructions for implementing, inspecting, and maintaining the pollution control BMPs selected or use during construction. Students will learn CPR/First Ald/AED/ BBP Initial (Cont.)
Course Content
• Review of Basic First Aid Principles & Practices
• Lacerations, Bleeding, Burns
• Sprains, strains, & fractures
• Shock and heat stress
• Exercises with First Aid Kit materials
• Evaluation of knowledge & skills
• Lecture and discussion of principles and practices
• How to recognize when CPR is needed and/or appropriate • Practice session with standard CPR practice equipment • Demonstration & practice with AED units (optional)
• HIV and HBV
• Symptoms and Prvention of exposures
• Control measures
• Demonstration of proper Cardio-Vascular Resuscitation Techniques about the provisions of the CA "Statewide General Permit for Stormwater • Personal Protective Equipment Discharges Associated with Construction Activity," (Water Quality Order 99-08-DWQ) and the approved Construction Site BMPs related to management of construction sites.
Who needs to take the Construction Site ManagementTralnlng Class? • Labeling and Disposal Issues
• Exam and evaluation of competence for certification
Course Material/ Exercises
• First Aid Manual & Practice Kit • CPR and First Aid Flash Cards Personnel who will be involved with implementing the provisions of the • Practice Manikins for CPR exercises • GENI BBP course manual Storm Water Pollution Prevention Plan (SWPPP) in order to comply with Maximum Class Size: 12 student per 1 instructor the "conditions of the Permit" must be "properly trained" regarding the principal requirements of CSM. This would typically include: personnel who will lay out or install the BMPs selected for use during construction; those who will perform inspections of installed BMPs; those who will perform maintenance of the BMPs; and those responsible for supervising the jobs.
Train the Trainer Hours: 1.5 hours
Train the trainer will prepare the Water Pollution Control Manager to have a more comprehensive understanding of CSM and a better ability to teach that information to all new on site employees and regular visitors. Controlling potential sources of water pollution and managing waste and non-stormwater systems or watercourses is the entire purpose to the CSM class.
CPR/First Aid/ AED/ BBP Initial
Hours: 6-8
Target Audience:
Crane Operator Safety and Evaluation
Hour: 8-40
Description
Crane operators should be trained in the operations, limitations, and emergency procedures for the equipment they operate. They should understand the load ratings and how to lift loads properly. Basic course outline will include guidelines for safe operating procedures, operator inspection procedures and checklists, hand signals and function of the signal person, review of crane safety standards. Crane Safety can be specifically tailored to your agency requirements, from an 8-hour awareness to a 40-hour site specific course.
Topics
Classroom:
* Fed-OSHA, ANSI, and Cal- OSHA rules and regulations
* Causes of crane accidents and prevention
* Crane components* Pre-operation inspection
* Post-operation inspection* Operator manual* Capacity load charts* Crane configuration * Crane operation* Wire rope construction * Crane set-up and blocking * Work areas * Radius, boom angle, and boom length
The target audience for this course is all employees, and the Blood borne * Range diagram* Gross and net capacity* Hand signals Pathogen (BBP) portion is especially for those whose job functions may expose them to body fluids or injuries from "sharps." Requirements for Training: Code of Federal Regulations (CFR), Part 1910.151 First Aid Training & CPR.
First Aid and CPR training must be provided by certified instructors * Working around power lines* Operator and rigger responsibilities* Rigging Hands-on:
* Pre-operation inspection * Site conditions and obstructions * Crane set up * Operator controls
* Erecting and stowing jibs and extensions
* Blocks and balls* Lifting loads using the capacity load chart * Lift problems using the capacity load chart
* Securing the crane * Post operation inspection
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Defensive Driving Compliance Course
Hours: 2
This course meets or exceeds the training requirements found in Title CCR3203.
The target audience for this course is all employees who will be assigned to duties which involve the operation of aerial lift vehicles, including "bucket trucks".
Course Content
• Introduction
• Prepare vehicle for road before getting behind the wheel • Discuss posted speed limits, distractions
• Safety Check List and Preparation
• A Defensive Attitude
• Tailgating
• Driven to Distractions
• Practical Driving Procedures
• City, freeway, rural areas
Digger Derrick
Hours: 8
Course Objectives:
Provide students with skills and knowledge effectively and safely operate a digger derrick.
Description
• Terms, Definitions, Hand Signals and Regulations Digger Derrick Daily Unit Inspection
• Equipment Components Site Preparation
• Setup and Pre-Operational Inspection Equipment Operation • Lifting and Loading
• Un-stowing/stowing Auger Digging Operations
• Pole Puller Safety Material Handling Load Capacity Underground Hazards
• Overhead Utility Hazards
Each individual will be hands-on evaluated on the
aerial device to demonstrate the concepts learned in the classroom instruction.
Other Information
• Class length: 4 Hours Classroom/4 Hours Practical
DOT Certification Testing
Hours: 16
Description
This 16-hour course is presented over two days and provides certification training in the basic U.S. Department of Transportation (DOT) regulations as set forth in 49 CFR and State of California Regulations as found in Title 13 of the California Code of Regulations (CCR). It will also cover the specific responsibilities for Household Hazardous Waste (HHW) generators detailed in Title 22 & Title 26 as well as the California HHW exemptions in 13 CCR and the California variances required to run an HHW program.
Topics
• Regulatory Overview and Training requirements HM126F
• Classification of Hazardous Wastes
• Hazardous Materials 172 Tables and Proper Shipping Name • Packaging, Marking and Labeling
•Safety
• Placarding
• Documentation, Manifesting, Exemptions and DTSC Variances Other Information
Annual Refreshers are required to maintain your certification. You can take the refresher anytime during the 12 months following expiration of your 40-hour certificate, but you may not engage in WSW activities until the refresher is completed.
If you fail to complete the required refresher within the grace period, you must retake the initial 40 Hour Course. 29 CFR 1910.120 and Title 8 CCR 5192 Hazardous wastes, when not handled properly, can pose a significant safety and health risk.
OSHA recognized the need to improve the quality of the hazardous waste work environment and developed the HAZWOPER standard to provide employers and employees with the information and training necessary to improve workplace safety and health, thereby greatly reducing the number of injuries and illnesses resulting from exposure to hazardous waste. 49 CFR and CCR Title 13 The U.S. Department of Transportation (DOT) regulations for hazardous wastes, including Household Hazardous Wastes (HHW) are set forth in 49 CFR. The State of California Regulations are found in Title 13 of the California Code of Regulations (CCR). Specific rules governing Household Hazardous Waste (HHW) generators are detailed in Title 22 & Title 26.
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Earthquake Preparedness Awareness
Hours: 2
Description
Living in this unpredictable world, you need to be prepared for any disaster that unfortunately travel your way. Especially in California where Earthquake is inevitable, everyone needs to have a disaster preparedness plan at home, work or even your car. This course is designed to build effective earthquake safety preparedness in the event of an earthquake.
Course Topics
• Choosing a safe place for protection from an earthquake • Practice Drop, Cover and Hold On procedures
• Contacting out-of-town family contacts
• Getting the right kit for earthquakes
• How to eliminate hazards in office and homes
• Who to contact when disaster occurs
• Samples of Emergency kits Course Material/ Exercises:
•Course Manual
• PowerPoint Presentation
Emergency Responder Hazardous Materials Technician
Hour: 40
Description
This 40-hour course is designed to provide the knowledge and expertise needed for responding to releases of hazardous materials above and beyond the level of defensive containment.
Students will be instructed in methods and practices of identification of hazards and procedures for taking aggressive action to control the hazards by stopping the release and cleaning up the material.
Course Material & Exercises:
Class Manual
North American Emergency Response GuideBook
Overhead presentation • Videos • Exams (pre- and post-) Charts (Labeling, Placarding, & Periodic Elements)
Field exercises Full Dressout & Emergency Response Simulation Personal Protective Equipment
Each student will need the following for the Dressout Exercises on the final day:
Level A Suit (preferred), OR Level B Suit (minimum)
• SCBA with FULL CYLINDER
• Evidence of completion of SCBA Training & Mask Fit Tests Topics
Orientation, Administration and Course Overview
Regulatory Overview
Accepted Safety Practices
Emergency Response Planning
Site Control Concepts
Incident Command System
Recognition and Identification of Hazardous Materials Introduction to Toxicology
Medical Surveillance Program
Reference Sources for Hazardous Materials
• Respiratory Protection
• Chemical Protective Clothing
Emergency Responder Hazardous Materials Technician ( cont.) • Medical Considerations for Wearing Chemical Protective Clothing • Monitoring Equipment and Confined Space Considerations • Hazard and Risk Assessment
• Offensive and Defensive Control Options for Hazardous Materials Releases • Decontamination
• Rescue Considerations
• Incident Termination
• Introduction to Scenario
• Emergency Response Plan
• Emergency Hand Signals
• Glossary of Hazardous Materials Terms
• Table of Placards and Labels
Prerequisites
Training shall be based on the duties and functions to be performed by each responder in an emergency response organization. The skill and knowledge levels required for all responders shall be conveyed to them through training before they are permitted totake part in actual emergency operations on an incident. Employees who participate, or are expected to participate, in emergency response, shall be given training in accordance with 29CFR- 1910.120(q)(6)(iii)[CalOSHA is8CCR§5192(q)(6)(C)).
Emergency Responder Technician forWaterTreatment Facilities Hours: 40
Description
This 40-hour course is designed to provide the knowledge and expertise needed for responding to releases of hazardous materials above and beyond the level of defensive containment. Students will be instructed in methods and practices of identification of hazards and procedures for taking aggressive action to control the hazards by stopping the release and cleaning up the material.
Personal Protective Equipment: Each student will need the following for the Dressout Exercises on the final day:
• Level A Suit (preferred), OR • Level B Suit (minimum) •SCBA with FULL CYLINDER
• Evidence of completion of SCBA Training & Mask Fit Tests Topics
• General properties of Chlorine
• Toxicity of Chlorine
• Health Effects & First Aid
•Packaging/Bulk Distribution
• Proper levels of personal protection
• Using the standard Chlorine Emergency Kits (A, B & C Kits) Prerequisites
Training shall be based on the duties and functions to be performed by each responder in an emergency response organization. The skill and knowledge levels required for all responders shall be conveyed to them through training before they are permitted to take part in actual emergency operations on an incident. Employees who participate, or are expected to participate, in emergency response, shall be given training in accordance with 29CFR- 191O.12O(q)(6)(iii) [CalOSHA is 8CCR§5192(q)(6)(C)].
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Emergency Triage
Hours: 4
Description
This course is primarily a "hands-on" workshop intended for personnel who may be required to assess injuries to other personnel or members of the public during major emergencies or disasters involving multiple casualties.
Prerequisites: Basic First Aid Certification (American Red Cross or equal) Topics:
• Triage Understanding the Purpose
• Primary and Secondary Patient Assessment
• PatienVVictim Management
• Treatment Limitations (certification requirements)
• The Emergency Medical Incident Command System
Course Materials: NATEC Student Manual, audio visual teaching aids, and demonstration supplies for practice in specific techniques for stabilizing victims with trauma injuries.
Fall Protection Safety Training
Hours: 4-32
Description
In the construction industry, falls are the leading cause of worker fatalities (OSHA 1995). OSHA recognizes that accidents involving falls are complex events frequently involving a variety of factors. Employers are required to provide a training program that teaches employees who might be exposed to fall hazards how to recognize such hazards and how to minimize them. Employees must be trained in the topics below.
Employers must maintain written documentation that identifies the Fire Extinguisher Safety & Excavation
Hours: 2-4
Target Audience:
The target audience for this course is all employees who will be authorized to use fire extinguishers in the event of an emergency.
Course Outline:
• Classification Of Fires
• Types Of Extinguishers
• Fire Equipment Readiness
• Monthly Checklist
• Fire Prevention
• Reporting Procedures
• Excavation Procedures And Policies
• Review & Quiz
Fire Safety Instruction
Hours: 1
The objective of this course is to provide general knowledge of basic fire prevention and firefighting fundamentals.
Topics
• A fire consists of three elements:
Fuel, Heat, and Oxygen. The student will learn that in order to extinguish a fire one of these elements must be eliminated, or dissolved by chemical reaction. • There are four classes of fires (A, B, C, & D), and each type of fire requires an appropriate fire suppression agent. The student will learn the different fire suppression agents and the types of fires they extinguish. • There are two types of handheld fire extinguisher: Stored Pressure and Cartridge Operated.
employee trained and the date of training. The employer or trainer must At the conclusion of this course the student will have a better understanding of the sign the certification record. Retraining must be provided when extinguishing agents and components. necessary. The reader is cautioned to refer directly to California Code Regulations Title 8 and to 29CFR (Code of Federal Regulations) 1910 First Responder Awareness - WMD Non-Law Enforcement;Flre Description & 1926 for detailed information, specifications, and exceptions. Hours: 8 hours Topics Description
• The nature of fall hazards in the work area At the conclusion of the "First Responder Awareness - Weapons of Mass Destruction" • The correct procedures for erecting, maintaining, and inspecting fall (FRO WMD) Class, the participants will be able to better recognize the presence of protection systems WMD, including "Nuclear, Biological, Chemical or Explosive"(NBC+E) weapons, and • The use and operation of controlled access zones and guardrails, implement actions to protect themselves and the public from the effects of an personal fall arrest, safety net, warning line, and safety NBC+E incident (those actions taken should be "Defensive" in nature). This is a monitoring systems "Specialty" Course that compliments CSTl's "Hazardous Materials First Responder • The role of each employee in the safety monitoring system Operations" (FRO) Course. Level of Training: Performance • The limitations on the use of mechanical equipment during the Target Audience: Public Works, Governmental Administrative, Public Safety performance of roofing work on low-sloped roofs Communications, Other • The correct procedures for equipment and materials handling and storage and the erection of overhead protection
• Employees' roles in fall protection
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First Responder Operations - WMD
Hours: 24
Description
At the conclusion of the "First Responder Operations Weapons of Mass Destruction" (FRO WMD) class the participants will be able to better recognize the presence of WMD, including Nuclear, Biological, Chemical or Explosive weapons and implement actions to protect themselves and the public from the effects of an NBC+E incident (those actions taken should be "Defensive" in nature). This is a "Specialty" course that compliments CSTl's "Hazardous Materials First Responder Operations" (FRO) course.
Level ofTralnlng: Performance
Target Audlence/Dlsclpllne:
Emergency Medical Services, Emergency Management, Agency Fire Service, Public Works, Governmental Administrative, Health Care, Public Health, Other
Forklift Safety Training and Operator Evaluation
Hour: 4-8
Description
Forklifts, or Industrial Trucks, are versatile machines found in almost every facility. Although forklifts are very useful tools, they are involved in many workplace injuries. These injuries are most often due to improper use. Therefore, OSHA has mandated the training and evaluation of every employee who operates an industrial truck. All employees who may use a forklift must be trained and authorized by their employer to operate a forklift, even if it is only an occasional part of their job duties.
Topics
• Operating instructions, warnings, and precautions
• The difference between the forklift and the automobile • Forklift controls and instrumentation
• Engine or motor operation
• Steering and maneuverability
• Visibility
• Fork and attachment adaptation, operation, and limitations • Vehicle capacity & stability
• Vehicle inspection and operator maintenance
• Refueling (liquid, gas, electrical)
• Operating limitations
• Surface conditions
• Load composition
• Stacking and unstacking
• Pedestrian traffic
• Vehicle restricted area
Forklift Safety Training and Operator Evaluation (Cont.) Refresher Training
Forklift refresher training requirements call for evaluation and certification of competence by the employer at least one every 3 years, and more often in the following circumstances:
• The operator operates vehicle in unsafe manner
• The operator is involved in an accident or near miss
• The operator has received a poor evaluation
• Assignment to a different type of forklift
• Workplace conditions change
Forklift Training Off Road
Description
This class is intended to train personnel in the safe operation of an extended boom forklift. The class will provide the student with the knowledge and skills needed to operate and extended boom forklift. Also covered in the class will be proper pre shift inspection procedure.
Topics
Topics covered in the class are proper pre-shift inspection, machine operation, reading load charts, extending and retracting with a load, and maneuvering around obstacles.
• At the conclusion of the lecture, each student will be required to pass a written examination.
• The practical portion of the class will include a four hour hand son operation and inspection of a forklift, and will be taught as a one-on-one session with each student.
• At the conclusion of the practical section each student will be required to pass specific tasks conducted by the instructor
Other Information: 4 Hours Classroom/ 4 Hours Practical All Wheel Drive Extending Boom Forklift
Description
Module I: Load Chart and Placarding
Classroom (4 hours): This module will be tailored to your facility and includes understanding the load chart and machine lifting capacity.
Field Training (12 hours): Practical lifting and load chart exercises, including proper machine set-up and operation.
Module II: Steering and Proper
Equipment Operation Classroom (4 hours): Valve operation and proper load weight.
Field Training (12 hours): Proper handling of the load at full extension.
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Gradall
Hours: 16+
Module I: Valve Operation
Classroom (4 hours): Cab operating valve modulation, pump pressure controls, operator controls, proper operating speed.
Underground Service Air (USA) will be covered in class along with legislation passed regarding USA requirements.
Field Training (12 hours): Hands on training: Valve operation, set-up work speed, control modulation.
Module II: Trench Digging
Classroom (4 hours): Instruction in the proper use of a bucket, including proper trenching techniques.
Field Training (12 hours): Hands-on training: Trenching techniques, pipeline work, digging around services, keeping walls straight.
Module Ill: Grading
Classroom (4 hours): Instruction in proper road grading techniques and grade checking.
Field Training (12 hours): Hands-on training: Proper grading technique in pipeline, sloping, channel work, hillside sloping.
Module IV: Cab Operation
Classroom (4 hours): Proper cab operation, working with horns, setting grades, maintenance of gradall.
Field Training (12 hours): Hands-on training: Operation and maintenance of a gradall, working with an operator, setting grade for the operator, reading grade stakes, following operator instructions.
Module V: Oiler Training
Classroom (4 hours): Working with operator hand signals and making sure the operator is keeping grade.
Field Training (12 hours): Hands-on training: Oiling the gradall, grade checking, reading stakes, replacing hubs and stakes, responding to horn sign a Is.
Grader
Hours: 8
Description
This class is intended to train personnel in the safe operation of a grader. The class will provide the student with the knowledge and skills needed to operate a grader. Also covered in the class will be proper pre-shift inspection procedure.
Topics
Topics covered in the class are proper pre-shift inspection, machine operation, working with graders, blue topping, reading stakes, proper replacement of hubs, and working with multigrade brakes. • At the conclusion of the lecture each student will be required to pass a written examination.
• At the conclusion of the practical section each student will be required to pass specific tasks set up by the instructor.
Practical Portion
• The practical portion of the class will include a four hands on operation and inspection of a grader, and will be taught as a one-on-one session with each student.
Other Information: 4 Hours Classroom/4 Hours Practical
Hazard Communication
Hours: 2-4
Description
Exposure to chemicals poses serious problems for many workers. Chemical exposure may cause or contribute to many serious health effects such as heart ailments, kidney and lung damage, sterility, cancer, burns, and rashes. Some chemicals may also be safety hazards and have the potential to cause fires, explosions, and other serious accidents.
Because of the seriousness of these problems, and because many people know little or nothing about them, the California Occupational Safety and Health Administration has developed the Hazard Communication (Hazcom) standard.
Under the provisions of this standard each employee exposed to hazardous chemicals must receive information about those chemicals through a comprehensive hazard communication program.
This Hazard Communication safety course will provide information about the identification of chemical hazards, chemical labeling, and explanation of the MSDS (material safety data sheet).
Topics
• Substances Exempt by Standard (Consumer Products)
• Primary and Secondary Container Labels
• NFPA Labeling and Number System
• Review of MSDS contents
• MSDS Terminology
• MSDS Availability
• Exposure Prevention (protective measures)
• Acute and Chronic Health Hazards
• Physical Hazards
• First Aid (eyes, skin, respiratory)
Other Information
It is recommended that students attending this course bring a few of their departmental MSDS Sheets for discussion during the course Hazard Communication - Global Harmonized System Training Is also avallble onllne.
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Hazardous Materials Flrst Responder Awareness
Hours: 8
Description
The purpose of this course is to provide participants who are likely first responders with an improved capability to respond to HazMat Hazardous Materials First Responder Operational
Hours: 24
Description
The purpose of the Hazardous Materials First Responder Operational course is to provide participants with an improved capability to respond to hazardous material events in a safe and competent manner, events in a safe and competent manner, within the typical resource and capability within the typical resource and capability limitations at the "Awareness" limitations at the operational level.
Level.
Cal OSHA Requirements for Training: §1592(q)(6) Training shall be The first responder at the operational level is trained to respond in a defensive fashion without actually trying to stop a hazardous material release. Their function based on the duties and function to be performed by each responder is to contain a release from a safe distance , keep it from spreading , and prevent of an emergency response organization. The skill and knowledge levels exposures. The first responder may be the support portion of an in-house response required for all responders shall be conveyed to them through training team, firefighters or other off-site response personnel. before they are permitted to take part in actual emergency operations on an incident. Employees who participate, in emergency response, shall be given training in accordance ... §5195(q)(6)
This 8-hour course should give the responder the ability to:
• Recognize potential or actual HazMat incidents
• Conduct basic initial identification and assessment
• Safely isolate and deny entry
• Initiate notifications
• Contribute to effective and efficient response
At the conclusion of this course participants will be able to achieve all of the following objectives through completion of a comprehensive exam meeting listed performance standards:
• Recognize what Hazardous Materials are; the problems they pose; the risks and outcomes Haz Mat events present; and identify the HazMat First Responder's Awareness VS Operational Role (including the limits of both roles).
• Recognize a HazMat event through basic clues, warning signs, placards, labels, shipping papers and MSDS's; cite the need for a positive safety attitude; and describe a mental safe approach tactic upon recognition of the HazMat event.
• Describe basic First Responder actions, citing the need for safety, isolating /denying entry, and making required notification to begin a safe and effective response to a HazMat incident.
• Describe purpose and need to safely initiate command, and explain purpose, need and benefits of scene management.
• Describe identification and hazard assessment techniques; and demonstrate use of the North American Emergency Response Guidebook to initiate basic action planning.
Topics
• Introduction to Hazardous Materials at the First Responder Operational Level • Recognition and Safety of Hazardous Materials
• Safety, Isolation and Notification
• Introduction to Scene Management
• Action Planning
• Personal Protection Equipment & Limitation of the First Responder • Containment and Protective Actions
• Decontamination, Disposal, and Documentation
• Outside Agency Coordination
• Pre-event Specific Planning
• Toxicology
• Process for a safe and competent hazardous materials response • First Responder Exercise Briefing
• Exercise and Critique
• Hazardous Materials Legal Aspects
Prerequisites
Training shall be based on the duties and functions to be performed by each responder in an emergency response organization . The skill and knowledge levels required for all responders shall be conveyed to them through training before they are permitted to take part in actual emergency operations on an incident. Employees who !participate, or are expected to participate, in emergency response, shall be given training in accordance with 29CFR- 191O.12O(q)(6)(iii) [CalOSHA is 8CCR§5192(q)(6)(C)].
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Hazardous Materials Incident Commander I
Scene Management
Hours: 24
Description
The Incident Commander I Scene Manager is the person responsible for all decisions relating to the management of the incident. The purpose of the Hazardous Materials Incident Commander (IC) / Scene Manager (SM) safety course is to provide participants with an increased capability to assume the role of IC / SM during a hazardous materials event, emphasizing personnel safety and management.
Topics
• Introduction to Hazardous Materials and the Incident Command I Scene Manager (IC/ SM)
• Hazardous Materials Recognition & Safety at the IC/SM Level • Safety, Isolation and Notifications
• Agency Coordination
• Pre-event and Event Specific Planning
• Managing the Media and Hazardous Materials Events
• Command and Scene Management
• IDHA and Action Plans
• Protective Equipment
• Containment and Control Methods
• Protective Action Options
• Decontamination and Clean-up Considerations
• Disposal and Funding Issues
• Documentation and Reporting
• Toxicology
• Safety and Isolation via Perimeters
• Investigations
• Managing a Hazardous Materials Event and Medical Response • Exercises
• Legal Aspects and Liabilities
Prerequisites
Training shall be based on the duties and functions to be performed by each responder in an emergency response organization. The skill and knowledge levels required for all responders shall be conveyed to them through training before they are permitted to take part in actual emergency operations on an incident. Employees who participate, or are expected to participate, in emergency response, shall be given training in accordance with 29CFR- 1910.120(q)(6)(iii)
[CalOSHA is 8CCR§5192(q)(6)(C)].
Hazardous Waste Site Worker
Hours: 24
Description
The 24 hour program is required for persons who will be present on a site for a specific limited task (such as, but not limited to: ground water monitoring, land surveying.or geophysical surveying) and who are unlikely to be exposed to chemicals over the legal limits (PELs). It is also appropriate for persons regularly on a site who work in areas which have been fully characterized and pose no health hazard nor any possibility of an emergency developing. A certificate of completion is provided to those who successfully complete the course and pass the final exam.
Topics
• Overview of Regulations
• Planning & Practices
• Respiratory protection
• Personal protective equipment
• Air monitoring instruments and techniques
Other Information
Annual Refreshers are required to maintain your certification. You can take the refresher anytime during the 12 months following expiration of your certificate, but you may not engage in WSW activities until the refresher is completed. If you fail to complete the required refresher within the grace period.you must retake the initial Course. 29 CFR 1910.120 and Title 8 CCR 5192 Hazardous wastes, when not handled properly, can pose a significant safety and health risk. OSHA recognized the need to improve the quality of the hazardous waste work environment and developed the HAZWOPER standard to provide employers and employees with the information and training necessary to improve workplace safety and health, thereby greatly reducing the number of injuries and illnesses resulting from exposure to hazardous waste. 49 CFR and CCR Title 13 The U.S. Department of Transportation (DOT) regulations for hazardous wastes, including Household Hazardous Wastes (HHW) are set forth in 49 CFR. The State of California Regulations are found in Title 13 of the California Code of Regulations (CCR). Specific rules governing Household Hazardous Waste (HHW) generators are detailed in Title 22 & Title 26.
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Hazardous Waste Site workers (40 Hour)
Hours: 40
Description
Hazardous Waste Upgrades and Refresher Classes
Hours: 8-40
The 40 hour program focuses on the training required for all personnel 16 HOUR UPGRADETO 40 HOUR before they can enter a hazardous waste site, Superfund site, or RCRA Persons holding a valid 24 hour certificate in hazardous waste may take this site. This also applies to clean-up operations at businesses and course to upgrade to a 40 hour certificate. Instruction is primarily hands-on. industries which handle hazardous materials and hazardous wastes.
A certificate of completion is provided to those who pass the exam on the final day.
Topics
• Introduction and Course Overview
• Introduction to Hazardous Waste Operations
• Regulatory Overview
• Health and Safety Program
• Recognition and Identification of Hazardous Materials • Characteristics of Hazardous Substances
• Hazard Communication Standard
• Introduction to Toxicology
• General Safety Hazards
• Sampling: Methods and Procedures
• Chemical Protective Clothing
• Medical Considerations for Wearing Chemical Protective Clothing • Decontamination Procedures
• Site Characterization and Analysis
• Site Control
• Medical Surveillance Program
• Container and Spill Management
• Emergency Response by Employees at Uncontrolled Hazardous Waste Sites
Other lnfonnatlon
Annual Refreshers are required to maintain your certification. You can take the refresher anytime during the 12 months following expiration of your certificate, but you may not engage in WSW activities until the refresher is completed. If you fail to complete the required refresher within the grace period you must retake the initial course. 29 CFR 1910.120 and Title 8 CCR 5192 Hazardous wastes, when not handled properly, can pose a significant safety and health risk. OSHA recognized the need to improve the quality of the hazardous waste work environment and developed the HAZWOPER standard to provide employers and employees with the information and training necessary to improve workplace safety and health, thereby greatly reducing the number of injuries and illnesses resulting from exposure to hazardous waste. 49 CFR and CCR Title 13 The U.S. Department of Transportation (DOT) regulations for hazardous wastes, including Household Hazardous Wastes (HHW) are set forth in 49 CFR. The State of California Regulations are found in Title 13 of the California Code of Regulations (CCR).
Specific rules governing Household Hazardous Waste (HHW) generators are detailed in Title 22 & Title 26.
8 HOUR SUPERVISOR TRAINING
Management and supervisors who are directly responsible for, or who supervise employees engaged in hazardous waste operation are required to complete (in addition to the 24 or 40 hour training) an 8 hour supervisor training course. 8 HOUR REFRESHER
Required for all persons holding the 40 hour and all 24 hour Hazardous Waste/ TSDF certifications. Includes updates, required subjects, hands-on by request and certificate of completion.
Hydro Crane
Hours: 8
Description
This class is intended to train personnel in the safe operation of a hydro crane. The class will provide the student with the knowledg and skills needed to operate a hydro crane. Also covered in the class will be proper pre-shift inspection procedure. Topics covered in the class are proper pre-shift inspection, machine operation load chart interpretation, crane configuration, and using work sheets to solve hypothetical situations. At the conclusion of the lecture each student will be required to pass a written examination
Practical Portion
The practical portion of the class will include a four hour hands-on operation and inspection of a hydro crane, and will be taught as a one-on-one session with each student. At the conclusion of the practical section each student will be required to pass a specific task set up by the instructor
Other lnfonnatlon
• Class length: 4 Hours Classroom/4 Hours Practical
Incident Commander-Weapons of Mass Destruction
Hours: 24
At the conclusion of the "incident Commander - Weapons of Mass Destruction (IC WMD) Class, the participants will be able to better recognize the presence of WMD, including "Nuclear, Biological, Chemical and Explosive (NBC+E) weapons, and address the unique issues associated with managing an "NBC+E" hazardous materials incident, in order to better protect responders and the public from the effects of NBC+E weapons.
Target Audience: Law Enforcement, Emergency Medical Services, Emergency Management, Agency, Fire Service, Hazardous Material, Public Works, Governmental Administrative, Public Safety Communications, Health Care, Public Health
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Lead Training - See Page 55
Light Search and Rescue Operations
Hours: 8
Description
The class includes approximately four hours of classroom lecture and discussion on the below topics, and approximately three hours of "hands-on" practice of critical techniques to prepare the Floor Warden and other emergency or rescue personnel for those unusual situations when the Fire and Police Departments.
Topics
• Search and rescue planning: Assessing search and rescue needs, risks, and resources.
• Size-up: How to size up the situation in which the search and rescue teams will operate.
• Search techniques: How to search systematically for disaster victims. • Rescue techniques: Safe techniques for lifting, leveraging, cribbing, and victim removal.
• Rescuer safety: How to protect your own safety and your buddy's during search and rescue.
Loader
Hours:8
Description
Module I: Regulations
Classroom (4 hours): Walk around procedures steering of a four-wheel drive loader, Building and Safety and Cal/OSHA
regulations.
Field Training (12 hours): Valve operations, steering, backing through an obstacle course.
Module II: Loading and Unloading
Classroom (4 hours): Proper loading of a truck, OMV regulations regarding spilled loads, axle weight, loading from a pile of dirt, consolidation of a pile of dirt.
Field Training (12 hours): Hands-on training: Proper loading of trucks, proper way to work a pile.
Module Ill: Grading and Four in One Bucket
Classroom (4 hours): Proper grading techniques, cutting, back dragging, four in one bucket, straight bucket.
Field Training (12 hours): Hands-on training: Rough grading to hubs, contour grading and leave as is.
Module IV: Hillside Work
Classroom (4 hours): Inside hill and slope work.
Field Training (12 hours): Hands-on training: Sidehill sloping, loading a truck on a slope, making ramps.
Module V: Vaults and Basements
Classroom (4 hours): Digging vaults and basements, keeping walls straight.
Field Training (12 hours): Hands-on
training: Vault digging, keeping vertical walls and flat bottoms, excavating ramps, constructing wooden ramps
Lockout Blackout
Hours: 2-8
Description
Lockout: the placement of a lockout device (such as a lock) to block the flow of energy from a power source to a piece of equipment. Blackout: the process of attaching a tag to a disconnect switch or other energy isolating device to warn others not to restore energy to the tagged equipment.
Lockout - Blackout is designed for the servicing and maintenance of machines and equipment.
Lockout - Blackout protects workers, machine operators, and labors from serious injuries like fractures, lacerations, contusions, amputations, and puncture wounds.
The Occupational Safety and Health Administration requires that all power sources that can be blocked out must be locked out prior to servicing or maintenance.
Lockout Blockoutfor the Affected Employee (2 Hours)
An affected employee is one who either operates equipment that can be locked or tagged out or works in an areawhere lockout-blackout is used. Course instruction will include training that is specific to the types of lockout-blackout procedures that will take place at your facility. Students will be instructed in the purpose and use of lockout-blackout.
Lockout Blockoutfor the Authorized Employee (4 Hours)
An authorized employee is one who is qualified and authorized to physically lock or tag out a machine or system in order to perform service or maintenance work.
Course instruction will include training that is specific to the types of lockout-blackout procedures that will take place at your facility. Authorized employees will be instructed to recognize applicable hazardous energy sources; types and magnitude of energy sources; energy isolation and control procedures; release from lockout-blackout; group lockout-blackout; lockout blackout procedures during shift or personnel change.
Lockout Blackout for the Supervisor (8 Hours)
Facility supervisors are responsible for many of the following: identification of affected equipment; identification of energy isolation locations; supply of lockout-blackout equipment; employee training; documentation; safety audits to ensure procedures are followed; responsible for proper procedures to be followed by outside contractors.
Course instruction will include training that is specific to your needs and policies, and the types of lockoutblockout procedures that will take place at your facility.
Mold Training - See Page 54
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NFPA 70E - Advance Electrical Course
Hours: 8
Description
The course focuses on safety as the priority when working on or around energized electrical equipment. The course material covers identification of high voltage electricity and the associated hazards. In addition, lockouV tag out program, testing and maintenance of highly energized electrical equipment. The common high voltage equipment covered in this course includes power transformers, electrical panels including different types of breakers, switchgear, ground grid systems, chargers and insulating liquids, and batteries.
Topics
• NFP 70E Overview
• OSHA Regulations and Definitions Proper Policies & Procedures • Associated Hazards
• Energized Electrical Equipment
• PPE
• LockouV Tagout Procedures Arc Flash
• High Voltage Equipment Power Transformers Ground Grid Systems • Different Types of Electrical panels Chargers and Insulators • Safe Work Practices
NPDES SWPPPWorkshop
Hours: 24
Description
The course is conducted by professional instructors and working professionals with specific knowledge and experience in erosion control and water pollution prevention, including former Caltrans Resident Engineers and Consulting Professional Engineers.
Topics:
• Develop a better understanding of the critical concepts behind Stormwater Pollution Prevention, the EPA Storm Water Programs, and the NPDES Permits
• Learn about the minimum requirements for pollution prevention on construction sites and the latest amendments and additions to the governing NPDES General Permits (CAS000002 and CAS000003) and other regulations.
• Preparation of a SWPPP Program that meets current Caltrans Standards and requirements.
• Gain understanding of the required practices (BMPs) for construction activities, with emphasis on estimating the costs -Cost Breakdown requirements and cost-evaluation tools. • Material from the Caltrans Storm Water Quality Project Planning & Design Guide
• Detailed review of SAP requirements, preparation methods, and tools
Oller Training
Hours: 8
Description
Module I: Inspections
Classroom: Load charts, basic crane theory, crane regulations as per Federal OSHA 1926.550 and ANSI B30.
Field Training/Hands-on Training: Walk around inspections, daily inspections, proper wire rope receiving on blocks and sheaves.
Module II: Assembly
Classroom : Proper operation of crane draw works, boom and jib assembly.
Field Training /Hands-on Training: Basic boom assembly, draw works, oiling, jib assembly.
Module Ill: Set-up
Classroom: Setting up the crane, setting up the outriggers, oiler responsibility.
Field Training/Hands-on training: Setting up the crane for a maximum pick, setting up outriggers, working radius, oiler operation
Module IV: Driving and Responding
Classroom: Oiler training, responding to hands signals from the operator.
Field Training/Hands-on Training: Driving backwards with a load, responding to operator signals.
Module V: Long Boom Assembly
Classroom: Long boom assembly counter weight, front counter weight.
Field Training/Hands on Training: Long boom assembly for high picks, oiler responsibility, front counter weight assembly.
Pendant Crane
Hours: 8
Description
This class is intended to train personnel in the safe operation of Pendant Cranes.
The class will provide the student with the knowledge and skills needed to safely operate a pendant crane. Also covered in the class will be proper rigging technique and theory, proper tool for the proper job, pre-shift inspection, and sling angle factor.
Topics
Topics covered in the classroom (4 hours) are OSHA and CAL/OSHA regulations, proper pendant crane operations, rigging equipment, slings, pick point, and center of gravity.
• At the conclusion of the lecture each student will be required to pass a written examination.
Practical Portion (4 Hours)
• The practical portion of the class will include a hands-on operation and pre-shift inspection of the pendant crane and a rigging task.
• At the conclusion of the practical session each student will be required to pass a specific task set up by the instructor.
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Respirator Training & Flt Testing
Hours: 4
Description
29 CFR § 1910.134: "In the control of those occupational diseases caused by breathing air contaminated with harmful dusts, fogs, fumes, mists, gases, smokes, sprays, and/ or vapors, the primary objective shall be to prevent atmospheric contamination. This shall be accomplished as far as feasible by accepted engineering control measures. When effective engineering controls are not feasible, or while they are being instituted, appropriate respirators shall be used." CCR Title 8, §5144:
"When it is clearly impracticable to remove harmful dusts, fogs, fumes, mists, gases, smokes, sprays, and/or vapors, or where emergency protection against occasional and/or relatively brief exposure is needed, the employer shall provide, and the employee exposed to such hazard shall use, approved respiratory equipment." This course will provide employee training in the proper use, capabilities, and limitations of respirators. Students will learn to properly inspect, clean, sanitize, perform minor repairs, and store their respirators. The classroom portion of the class takes 1-2 hours, depending on the experience level of the participants. The Qualitative Fit Testing Lab portion takes about 15 minutes per test.
Topics
• Minimum requirements of an acceptable Respirator Program (Cal-OSHA)
• Respirator selection based on hazards
• Classifications of respirators
• Respirator limitations
• Employee requirements
• Respirator inspection, cleaning, sanitizing, maintenance & storage
• Facepiece seal fit checks
• Toxicology
• Color Coding of Cartridge I Canister
Other lnfonnatlon
Qualitative Fit Tests will be performed according to OSHA protocols in 8CCR 5144. A Respirator Program, complete with employee training, fit testing, respirator care, and plan development is needed to achieve full compliance with existing regulations
Safety Orientation for Construction
Hours: 10 & 30 (OSHA Outreach Program)
Description
This training is offered under the guidelines of the OSHA Construction Industry Outreach Training Program. It must be taught by an authorized instructor, and the training curriculum is specified by OSHA. There are two authorized versions of the training. The 10-hour Program must include the 3 "Required" topics (R) and at least 3 of the seven "Elective" topics (E). Any of the other topics may be added to fill out the 10 hour requirement. The 30-hour Program includes most of the topics, and there is a recommended selection, which may be modified to the specific needs of the group.
Topics (Choose 6 to 10 topics for a 10-hour class)
• OSHA Programs
• Safety and Health Program Evaluation
• OSH Act/ Introduction to OSHA(R)
• Inspections & Citations
• Subpart C - General Safety & Health Provisions
• Subpart D - Occupational Health/ Environmental Controls • Subpart E - Personal Protective/ Lifesaving Equipment(E) • Subpart F - Fire Protection / Prevention
• Subpart G - Signs, Signals & Barricades
• Subpart H - Material Handling, Storage & Disposal(E)
• Subpart I - Hand & Power Tools(E)
• Subpart J - Welding & Cutting
• Subpart K - Electrical(R)
• Subpart L - Scaffolding(E)
• Subpart M - Fall Protection(R)
• Subpart N - Cranes, Derricks and Hoists(E)
• Subpart O - Motor Vehicles & Mechanized Equipment
• Subpart P - Excavations(E)
• Subpart Q - Concrete & Masonry Construction
• Subpart R - Steel Erection
• Subpart T - Demolition
• Subpart X - Stairways & Ladders(E)
• Recordkeeping
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ScaffoldlngTralnlng & Awareness
Hours: 4-16
Description
29 CFR §1926.454(a) This safety awareness course will review the state and federal safety standards for scaffold users and scaffold erectors. Discussion will include types of scaffolds, the basics of setting up a scaffold system, and how to prevent potentially hazardous situations. If scaffolding is available, students will work as a team to plan, assemble, and inspect a scaffolding system.
Note: The client must provide the scaffolding for hands-on training.
Topics
• Types of Scaffolds
• Scaffold Regulations
• Basic Requirements
• Scaffold Loads
• Inspections
• Electrical Hazards/ Protection
• Falling Object Hazards/ Protection
• Fall hazards/ Protection
•Specific Requirements (Metal / Rolling / Greenbed)
• Permit Requirements
Key Definitions
Scaffold: Any temporary elevated platform (supported or suspended) and its supporting structure (including points of anchorage) used for supporting employees and/or materials. Qualified Person: One who, by possession of a recognized degree, certificate, or professional standing or who by extensive knowledge, training and experience, has successfully demonstrated his/her ability to solve or resolve problems related to the subject matter, the work, or the project.
Competent Person: One who is capable of identifying existing and predictable hazards in the surroundings or work condition which are unsanitary, hazardous or dangerous to employees, and who has authorization to take prompt corrective measures to eliminate them.
Scraper
Hours: 8
Description
This class is intended to training personnel in the safe operation of a scrapper. The class will provide the student with the knowledge and skills needed to operate a scrapper. Also covered in the class will be proper pre-shift inspection procedure.
Classroom Topics (4 Hours)
• Proper pre-shift inspection, machine operation, working with dozers, grading, working as a team, working on a hillside job.
• At the conclusion of the lecture each student will be required to pass a written examination.
Practical Portion (4 Hours)
• Operation and inspection of a scrapper, to be taught as a one-on-one session with each student.
• At the conclusion of the practical section each student will be required to pass specific tasks set up by the instructor.
SIiica Awareness
Hours: 2
Description
Title 8 CCR Section 1530.1 - OSHA requires training for workers who are exposed to crystalline silica. Exposures to respirable crystalline silica dust during construction activities can cause serious respiratory disease. Each year more than 300 US workers die from silicosis and thousands more are diagnosed with lung disease.
Silica is a common mineral found in certain types of rocks and sand and used in the manufacture or application of numerous construction materials such as concrete or masonry applications. Working with these materials is the primary source for exposure to silica in the work place. OSHA has established a Permissible Exposure Limit (PEL) that cannot be exceeded for working in and around locations where crystalline silica is disturbed. OSHA requires training of all employees and supervisors who are required to work with or around powered tools and equipment used to cut, grind, core or drill concrete or masonry materials.
Topics:
OSHA Standards & Regulatory Agenda
Preambles to Final Rules
Directives
Standard Interpretations
Construction
Hazard Recognition
Health Effects
Exposure Evaluation
Sampling and Analysis
Analytical Methods & Possible Solutions
Title 22/RCRA Hazardous Waste Handler & DOT HAZMAT Employee Hours: 8
Description
This course meets or exceeds the training requirements found in Title 22CCR of Hazardous wastes. Completion of this course aides in compliance with 49 CFR, Part 172. 704. The target audience for this course is employees who need to comply with the requirements of Title 22, CCR, handling of hazardous waste.
This course allows the student to discuss processes that are part of their own places of employment. This course alsomeets the DOT requirements for employees who participate in packaging, shipping, and/or transportation of materials regulated by the DOT as requiring training on proper safety and procedures.
This course focuses on teaching the student to be in proper compliance with DOT regulations.
Topics
Emergency Actions in the case of a spill of hazardous materials and/ or waste Identification of Hazardous Waste
The study of regulations (RCRA, CFR 172, 40 CFR 262, Title 22, Title 8) Cradle to Grave
Storing, labeling and handling hazardous waste
Personal Protective Equipment
DOT labels
Hazard Communications Safety Practices
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Traffic Control Coning & Flagging In Workzones
Hours: 2-16
Description
This course provides training for persons who will be using traffic control measures on public roads for direction through construction and maintenance work sites. This training is appropriate for those in the field as well as for managers who must support them. Course may combine lecture, discussion, audio-visual presentations and hands-on problem solving workshops to present factors to consider in planning work site traffic control; installation and removal procedures; evaluation and modification of traffic control zones; and legal standards. (4, 8,or 16 hours)
Topics
• Overview of workshop and goals
-The purpose and objectives of temporary traffic control -Work Zone accident statistics
-Reference manuals
• Traffic Control Basics
-Devices used in Temporary Traffic Control
-Signs
-Channelizing devices
-Temporary barriers
-Pavement markings
-Lighting devices
-Other devices
-Traffic Control Plans
-Elements of the Traffic Control Zone
-Advance Warning Area
-Different types of advance warning areas
-Sign and device placement criteria
-Transition Area
-Taper types and usage criteria
-Spacing of channelizing devices
-Activity Area
-Buffer spaces
-Work space
-Device location and placement
-Termination Area
-Temporary Traffic Control Installation and Removal
• Flagging (requirements of §1599)
-Qualifications for flaggers
-High visibility clothing
-Hand signaling devices and procedures
-Flagging stations
-Protecting Yourself and Your Company
-Personal awareness
-Doing a good job
-Inspection of the Traffic Control Zone
-Record keeping
-Accident Investigation
Trench Safety Rescue Awareness
Hours: 2-4
Description
Each year workers are killed and disabled in excavation and trench cave-ins in California. Almost all of these accidents result from failure to shore or slope the trench or from inadequate shoring or sloping. This course provides guidelines based on CAL/OSHA standards for shoring, sloping, and benching.
Topics
Students will be instructed on safe rescue awareness practices:
• Before rescue - site/cave-in inspections and rescue action planning • Suggested outlines for emergency shoring and safe zones • When a trench is also a confined space
• Safe removal of victims
• Post-rescue activities
Trenching and Shoring Competent Person Training
Hours: 8
Description
This course is designed to give supervisors, inspectors, site managers, and workers, the ability to identify existing and predictable hazards in the surroundings of an open trench. The student will learn of the working conditions that are hazardous and dangerous to those who enter open trenches.
In order to be a "Competent Person", one must have had specific training in, and be knowledgeable about; soils analysis, the use of protective systems, and the requirements of state and federal standards. Trench Safety will give this specific training. Students handouts will include our manual and the Cal/OSHA Guide for the Construction Industry.
Topics
• Soil Classification Participants are informed how to identify the three major soil types (A, B, & C) and the requirements for safe protective systems for excavating in each.
• Site Safety Inspections This portion of the course includes methods of conducting daily work site inspections of excavations, adjacent areas, and protective systems before beginning work and as needed throughout the shift. • Sloping and Benching
• Timber Shoring for Trenches
• Aluminum Hydraulic Shoring for Trenches
• Confined Space Issues in Trenches
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Trenching and Shoring Engineering Safety
Hours: 8
Description
This course is designed specifically for inspectors, surveyors, and site managers/supervisors. This is a noncompliance course presented solely for the purpose of enhancing general knowledge of trenching and excavation standards, engineering systems, and soil analysis. Approximately two hours is dedicated to hands-on soil analysis.
Topics
Current & Past Accidents
Overview of Definitions (1540) & General Requirements (1541) • Emphasis on Requirements for Protective Systems
• Designs of Support Systems, Shield Systems & Others
• Engineered Systems & New Engineering Criteria
-Manufactures tabulated data
-Designs using other tabulated data
-Designs by a Registered Professional Engineer
-Engineers roles in designing a protective system
-When engineered systems are required
-Engineers design of shields, shores, and specialized systems • Soil Analysis
-Field testing
-Lab testing
-Hands on workshop
-Penetrometer, Shearvane, Thumb test
-Wet Shake
-Plasticity
• Hydraulic Aluminum Shoring
-When to use
-Optional shoring types available
-Shoring in type (C) soil
How To Handle An OSHA Inspection
• Job Site Hazards
Violence In the Workplace/ Active Shooter
Hours: 4-8
Description
An Active Shooter is an individual actively engaged in killing or attempting to kill people in a confined and populated area; in most cases, active shooters use firearms(s) and there is no pattern or method to their selection of victims. Active shooter situations are unpredictable and evolve quickly. Typically, the immediate deployment of law enforcement is required to stop the shooting and mitigate harm to victims. Because active shooter situations are often over within 10 to 15 minutes, before law enforcement arrives on the scene, individuals must be prepared both mentally and physically to deal with an active shooter situation. This course provides an outline of how to respond in the event of an active shooter at your agency or facility.
WSWPlusHH W
Hours: 40
Description
This course follows the same basic curriculum as the standard WSW course, placing the emphasis on the special needs of personnel involved with Household Hazardous Wastes programs, or who will come in contact with HHW materials as part of their regular duties. Special attention is given to the topics of "Load checking & Inspection" and "Identification of Unknowns." The course is designed to be conducted at a waste facility or transfer station. Annual refresher is required.
Topics
• Hazardous Waste Load Checking
• Hazardous Waste Packing & Shipping
• Identification and classification of unknowns
• Health Effects of common exposures
• Proper Levels of Personal Protection
Other lnfonnatlon
Annual Refreshers are required to maintain your certification. You can take the refresher anytime during the 12 months following expiration of your 40-hour certificate, but you may not engage in WSW activities until the refresher is completed.
If you fail to complete the required refresher within the grace period, you must retake the initial 40 Hour Course.29 CFR 1910.120 and Title 8 CC 5192.
Hazardous wastes, when not handled properly, can pose a significant safety and health risk. OSHA recognized the need to improve the quality of the hazardous waste work environment and developed the HAZWOPER standard to provide employers and employees with the information and training necessary to improve workplace safety and health, thereby greatly reducing the number of injuries and illnesses resulting from exposure to hazardous waste.
49 CFR and CCR Title 13 The U.S. Department of Transportation (DOT) regulations for hazardous wastes, including Household Hazardous Wastes (HHW) are set forth in 49 CFR. The State of California Regulations are found in Title 13 of the California Code of Regulations(CCR). Specific rules governing Household Hazardous Waste (HHW) generators are detailed in Title 22 & Title 26.
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Course Catalo
Asbestos Building Inspector
Hours: 24
Description
This course provides you with a comprehensive review of suspect asbestos-containing materials (ACMs) in buildings and the state-of-the-art techniques to find, categorize, and assess their conditions and potential for disturbance.
Prerequisites: None
Asbestos Building Inspector Refresher
Hours: 4
Description
This refresher course reviews the key information from the original course, as well as up to date information regarding regulatory and legislative changes. Students are encouraged to participate actively in the classroom discussions and bring their knowledge and experiences into the class learning activities.
Prerequisites: Bldg Inspector and appropriate refresher classes Participants must provide NATEC with a copy of their initial course certificate and most recent applicable refresher training.
NOTE: All students who are taking a refresher course MUST provide copies of their latest certificates no later than one (1) day prior to class. Students who do not provide a certificate with a date that is less than one (1) year past the expiration date shown on their certificate, shall NOT be admitted to class.
Asbestos Operations & Maintenance
Hours: 16 Hours
Description
This 16 Hour course (OSHA class Ill) is required, as a minimum, for all service workers (maintenance and custodial staff) whose jobs may require them to disturb small amounts of asbestos during routine or emergency maintenance-related work. If the anticipated work is not maintenance related (such as renovation, new system tie-ins, etc.) or not able to be contained in a single, standard sized glove bag or waste bag, then AHERA accredited courses will be necessary.
In this two day course, workers will cover regulations regarding this type of limited asbestos-related work, history, and uses of asbestos materials in buildings, potential health effects, personal protection, engineering controls, and response actions, and methodologies for abatement and disturbance during routine activities. We offer real-world solutions to people who work in the real world.
Prerequisites: None
Asbestos Operations & Maintenance Refresher
Hours: 4
Description
This refresher course meets the OSHA annual training requirements for Asbestos Maintenance Workers (OSHA Class 111). This course reviews regulations, topics from the original course, and any new practices or tools of the trade.
Prerequisites: Previous 16-hour Asbestos Operations and Maintenance Worker Initial or annual refresher(s). The participant must provide NATEC with a copy of their initial course certificate and most recent applicable refresher training.
NOTE: All students who are taking a refresher course MUST provide copies of their latest certificates no later than one (1) day prior to class. Students who do not provide a certificate with a date that is less than one (1) year past the expiration date shown on their certificate, shall NOT be admitted to class.
Asbestos Pipe Worker
Hours: 4 Hours
Description
This course provides the training required by OSHA for companies who only repair breaks in A/C Pipe. The training includes a session of hands on that gives the students experience in: constructing a mini chamber, setting up a regulated area, and performing a pipe cutting simulation.
Asbestos Pipe Worker Refresher
Hours: 2 Hours
Description
This course provides the training required by OSHA for companies who only repair breaks in A/C Pipe.
Prerequisites: Previous Asbestos Pipe Worker Initial or annual refresher(s). The participant must provide NATEC with a copy of their initial course certificate and most recent applicable refresher training.
NOTE: All students who are taking a refresher course MUST provide copies of their latest certificates no later than one (1) day prior to class. Students who do not provide a certificate with a date that is less than one (1) year past the expiration date shown on their certificate, shall NOT be admitted to class.
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Asbestos
Course Catalo
Asbestos Project Designer
Hours: 24
Description
Asbestos Supervisor
Hours: 40 Hours
Description
The Project Designer Training course is three days in length. Persons This course meets the AHERA training requirement for Asbestos Contractor/ seeking to be licensed as an asbestos consultant or accredited as a Supervisors. Students will review, in detail, EPA, OSH and California regulations project designer shall complete the project design course. Successful which apply to asbestos work. The topic covered in detail are: the history and uses completion of the course shall be demonstrated by achieving a score of asbestos, health effects, protective equipment, work practices, inspections, of at least 70% correct on the written course examination. This course safety, and more. In addition to the minimum EPA requirements, students will will cover background information on asbestos and potential health cover issues of current and enduring importance in the field of asbestos effects related to asbestos exposure. contracting and supervision. Instructors take the time to cover topics of importance Other topics Include: Overview of abatement construction projects to to individual students. In-depth coverage of important issues allows students to go include clearance of the project area; Safety system design back to their work places with the skills to answer questions as they arise. The specifications, including written sampling rationale for air clearance; course includes timely updates and is presented in ways that challenge the students Field trip; Employee personal protective equipment; Additional Safety to gain a deeper and continuing know ledge of the topics that affect their jobs. hazards; Fiber aerodynamics and control; Designing abatement NATEC utilizes the finest equipment and state-of-the-art hands on training to solutions and written project design; Budgeting/cost estimation; ensure successful work site application of the course information.
Writing abatement specifications; Preparing abatement drawings; Prerequisites: None Contract preparation and administration; Legal/liabilities/ defenses; Replacement; Role of other consultants; Occupied buildings; How to accomplish a complete visual inspection.
Prerequisites: None
Asbestos Project Designer Refresher
Hours: 8 Hours
Description
This course provides the asbestos professional with a comprehensive review of the design principles necessary for asbestos abatement projects. The course includes a review of regulatory requirements. state-of-the-art work practices, safety, abatement contract documents, containment design principals, and recent changes to applicable regulations.
Prerequisites: Asbestos Project Designer Initial or annual refresher.
NOTE: All students who are taking a refresher course MUST provide copies of their latest certificates no later than one (1) day prior to class. Students who do not provide a certifi cate with a date that is less than one (1) year past the expiration date shown on their certificate, shall NOT be admitted to class.
Asbestos Worker Roofer
Hours: 8 Hours
Description
This eight hour course qualifies the individual to perform Class II asbestos abatement work in the roofing industry. Topics covered include identification of asbestos, health aspects, respiratory protection, EPA &NESHAP regulation, and roofing construction specific techniques.
Prerequisites: None
Asbestos Supervisor Refresher
Hours: 8 Hours
Description
This course meets the AH ERA annual refresher training requirement for Asbestos Contractor/Supervisors. The course covers EPA-required topics including a review of regulations (including new and changes to existing regulations), new legislation, a review of topics and information from the initial course, and any new tools or practices of the trade. In addition to the minimum EPA requirements, students will cover issues of current and enduring importance in the field of asbestos contracting and supervision.
Instructors take the time to cover topics of importance to individual students. In-depth coverage of important issues allows students to go back to their work places with the skills to answer questions as they arise. In short, this course is not the sort of dull repetition of the same old information that you already know. Aspects of the original course are included with timely updates and presented in ways that challenge the students to gain a deeper and continuing knowledge of the topics that affect their job. To use this course for AH ERA re-certification purposes, enrollees must bring a copy of their original certificate from their most recent AHERA-approved Contractor/Supervisor course.
Prerequisites: Previous 40-hour Asbestos Contractor/ Supervisor training and annual refreshers.
NOTE: All students who are taking a refresher course MUST provide copies of their latest certificates no later than one (1) day prior to class.
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Asbestos
Trainin Course Catalo
Asbestos Worker Asbestos Worker Refresher (Spanish)
Hours: 32 Trabajador de Asbestos de Refresco (Espanol)
Description Hours: 8
This four-day course is accredited by the Environmental Protection Agency (EPA) and meets OSHA requirements for Class I & II work.
The course covers many topics including safety, laws and regulations, and state-of-the-art work procedures. The participant will also be involved in a 14 hour segment of hands-on training which will include activities such as donning personal protective equipment, building a decontamination unit, glovebagging, and proper use of common asbestos abatement equipment and tools.
Prerequisites: None.
Asbestos Worker Spanish- Trabajador de Asbestos (Espanol) Hours: 32
Descrlpclon
Este curso de cuatro dfas esta acreditada por la Agencia de 32 Protecci6n Ambiental (EPA) y cumple con los requisitos de OSHA para la clase I y II de trabajo. El curso abarca muchos temas, incluyendo la seguridad, las leyes y reglamentos, y el estado de los procedimientos de trabajo de arte. El participante tambien participaran en un segmento de 14 horas de formaci6n practica, que incluira actividades coma la colocaci6n equipo de protecci6n personal, la creaci6n de una unidad de descontaminaci6n, bolsas guante, y el uso adecuado de los equipos comunes de disminuci6n de asbesto y herramientas.
Requlsltos: Ninguno.
Asbestos Worker Refresher (English)
Hours: 8 Hours
Description
This one-day course meets the OSHA annual refresher training requirements for Asbestos Workers. The course covers topics required by OSHA including a review of regulations, topics from the original course, and any new regulatory requirements, practices or tools of the trade. In addition to the minimum requirements, students will cover practical issues workers face with real-world solutions.
Practical advice on how to approach asbestos tasks comes from experienced professionals. Workers learn how to comply with regulations without making job-related costs unrealistic.
Prerequisites: Previous 32-hour Asbestos Worker training and annual refreshers
Descrlpclon
Este curso de un dia cumple los requisitos de OSHA anual de actividades de formacion continua para los trabajadores del amianto. El curso cubre los asuntos requeridos por la OSHA, incluyendo una revision de los reglamentos, de los temas del curso original, y que los nuevos requisitos reglamentarios, las practicas o herramientas del oficio. Ademas de los requisitos mfnimos de los estudiantes cubriran cuestiones practicas de los trabajadores se enfrentan con soluciones del mundo real Consejos practicos sabre c6mo abordar las !areas de amianto proviene de profesionales con experiencia. Trabajadores a aprender como cumplir con la normativa sin que los castes relacionados con el trabajo poco realista.
Requlsltos: Anterior 32-horas de formaci6n de amianto de los trabajadores y los curso de repaso anual de.
NOTA: Todos los estudiantes que estan tomando un de actualizaci6n curso debe proporcionar copias de su mas reciente certificados a mas tardar un (1) dia antes de laclase. Los estudiantes que no aporten un certificado con una fecha que es menos de un (1) aiio despues de la fecha de caducidad que aparece en su certificado, deberan no ser admitidos a clase.
CAC/CSST Exam Prep
Hours: 6 Hours
Description
This course is intended to prepare students for the CSST and CAC certification exams.
There will be simulated test conditions and environment. During this time the focus will be on exam topics and test taking strategies. There will be focus on the mathematical/computational questions of the exam as well as time for a Q&A period.
An Online Exam Prep Test will be available to registered students 1 week prior to class.
Students will be allowed unlimited attempts to this practice test.
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Mold Worker
Hours: 8
Description
Trainin
Introduction, Background Information
• What is Mold?
- History of Remediation Health Effects
- PPE - Personal Protective Equipment Types
Mold
Course Catalo
Mold Supervisor
Hours: 16
Description
Concern about indoor exposure to mold has increased along with public awareness that exposure to mold can cause a variety of health effects and symptoms, including allergic reactions. This safety and health training course provides recommendations for the prevention of mold growth and describes measures designed to protect the - Respirator use and care Prevention and Control Methods Remediation health of building occupants and workers involved in mold cleanup and prevention.
Plans
- Remediation Work Practices and Regulations Types of Remediation This course will include all elements of the 8 Hour Mold worker course in Day 1. - Structural HVAC
- Contents The 2nd day of the course will include:
- Types of buildings; considerations Homes • Assessment and Inspection Hidden Mold - Multi-family Schools • Sampling Procedures
- Work Practices • Understanding and Interpreting Laboratory Results Clearance Criteria - Moisture Control • Designing Proper Remediation Methods - Remediation Equipment • Selecting Appropriate PPE / Respiratory Protection Insurance and Other - Cleanup Methods Requirements
- Materials, Biocides • Informational Resources Review
• Remediation Supervisor Examination
HANDS-ON EXERCISE
• Gathering materials, tools, and equipment
• Erecting critical barriers
• Decontamination
• Creating negative air pressure
• Testing the containment area
• Cleaning methods
• Using biocides & other products
• Waste Disposal
• Case Studies, Worker course review
• Final Examination
A Benchmark in Excellence
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Lead
Trainin Course Catalo
Lead Continuing Education General (CEG)
Hours: 7
Description
This course meets CAD PH continuing education requirements for certified Lead Supervisors Inspector / Risk Assessors. Sampling Technicians and Project Monitors. Basic elements of initial course are reviewed and new techniques and developments in lead-based paint activity are discussed.
Prerequisites: 40 hr Supervisor/Project Monitor; 8 Hour Sampling Technician; or 40 hr Inspector/Risk Assessor
NOTE: Current Course Completion Forms or CDPH Card MUST be received prior to the start of class
Lead Continuing Education Worker (CEW) (English or Spanish) Hours: 7 hours
Description
This course meets CAD PH continuing education requirements for certified Lead Workers. Basic elements of initial course are reviewed, and new techniques and developments in lead-based paint activity are discussed. This Course is available in English and Spanish Prerequisites: *40 hr Supervisor/Project Monitor; 24 Hour Lead Worker NOTE: Current Course Completion Forms or CDPH Card MUST be received prior to the start of class
*Supervisors and Workers only may attend this course
Lead Inspector/Risk Assessor
Hours: 40 Hours
Descrlptlontt
This course meets the OHS requirements for inspection and Assessment training. In this five-day course, students study and put into practice U.S. department of Housing and Urban Development (HUD) protocols for inspecting facilities for lead coatings and for accessing hazards posed by lead. Students learn the limits and uses Lead Renovation, Repaint & Painting (RRP) Initial (English or Spanish) Hours: 8
Description
The audience for this course includes renovators, remodelers, painters, maintenance personnel, and any other workers removing or modifying painted surfaces. This RRP training course teaches procedures for minimizing lead dust generation and soil contamination during maintenance/ renovation/ remodeling activities as defined by the U.S. Environmental Protection Agency (EPA) and the U.S. Department of Housing and Urban Development (HUD). If these procedures are correctly implemented, the risk of lead exposure to employees, children, residents and families of employees can be minimized.
Module 1: Why I Should Be Concerned About Lead Paint?
Module 2: Regulations
Module 3: Before Beginning Work
Module 4: Containing Dust During Work
Module 5: During Work
Module 6: Cleaning Activities and Checking Your Work
Module 7: Recordkeeping
Module 8: Training Non-Certified Renovation Workers
Lead Renovation, Repaint & Painting (RRP) Refresher (English or Spanish) Hours: 4
Description
The audience for this course includes renovators, remodelers, painters, maintenance personnel, and any other workers removing or modifying painted surfaces who previously took the Lead RRP Initial Course. This RRP training course teaches procedures for minimizing lead dust generation and soil contamination during maintenance/ renovation/ remodeling activities as defined by the U.S. Environmental Protection Agency (EPA) and the U.S. Department of Housing and Urban Development (HUD). If these procedures are correctly implemented, the risk of lead exposure to employees, children, residents and families of employees can be minimized. of paint chip sampling and its analysis by atomic absorption; students Module 1: Why I Should Be Concerned About Lead Paint? will learn the principles of x-ray fluorescence (XRF) testing and use Module 2: Regulations state-of-the-art XRF analyzers in the field. Students perform risk Module 3: Before Beginning Work assessments under the guidance of a fi eld-experienced instructor. Module 4: Containing Dust During Work StudenVlnstructor ratios for field exercises are at most 10:1 so that Module 5: During Work each student receives the attention and instruction that they need. Module 6: Cleaning Activities and Checking Your Work Prerequisites: None Module 7: Recordkeeping
Module 8: Training Non-Certified Renovation Workers Prerequisites: Lead RRP Initial A Benchmark in Excellence
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Lead
Trainin Course Catalo
Lead SamplingTechnlclan Initial Lead Supervisor Supplemental Hours: 8 Hours: 16 Hours
Description Description
This 8-hour CA Department of Public Health (CDPH) class provides This course meets CDPH requirements for Supervisor/Project Monitor training. In thi Sampling Technicians with the basic information they need to perform their work. This includes background on health risks of lead; how to conduct a visual assessment and visual examination; how to collect dust wipe, paint chip, and soil samples plus an overview of how to use an XRF analyzer. Sampling Technicians must also attend an additional 8-hour manufacturer's training before using an XRF.
NOTE: Sampling Technicians are required to work under the supervision of a certified lead Inspector/Risk Assessor Prerequisites: None
two-day course students will learn how lead abatement is performed in a variety of settings. Students will also learn how to select appropriate abatement actions.
Students will participate in hands-on workshops where they will take air samples and perform a specialized cleaning pass/fail clearance test.
Prerequisites: 24 Hour Lead Worker; or 8 Hour Worker Refresher NOTE: Current Course Completion Forms MUST be received prior to the start of class Lead Worker Initial (English/Spanish)
Hours: 24 Hours
Description
Lead State Exam Prep- Inspector Assessor This course meets CDPH requirements for Lead-Worker training. In this 3-day course, Hours: 4 Hours students will learn how lead abatement is performed in a variety of settings. You will Description also learn how to safely handle lead materials during construction projects which This Lead Inspector/ Risk Assessor State Prep Exam class provides impact surfaces coated with lead paint. a review of the HUD Guidelines, chapters 1,3,5,6,7, 9,11,12,15,16, 18 and includes the study of other pertinent regulations: DPH Title Online Lead Continuing Education General (CEG) 17, Title 8 CCR 1532.1 and SB460. The final 90 minutes is devoted Hours: 7 Hours to a Mock State Exam with questions paralleling those from past State Description Exams. Attendance at this event will enhance your chances of passing This Lead-Related Construction Continuing Education General (Online) course meets the State of California Lead Inspector/Risk Assessor Exam. CDPH continuing education requirements for certified Lead Supervisor, Inspector/Risk Assessors. Project Monitors and Sampling Technicians. Basic elements of initial course Lead State Exam Prep- Supervisor & Project Monitor are reviewed, which includes new techniques and developments of Lead-based paint.
Hours: 4 Hours This course has 2 parts: Online Course - 5 hours & In Person, Hands-on Assessment Description and Final Examination - 1 ½- 2 Hours
Supervisor:
This Lead Supervisor/ Project Monitor State Prep Exam class provides a Course Completion Documentation- A CDPH Course Completion Form and a review of the HUD Guidelines (Chapters 8, 10, 11 & 12) and California certificate documenting attendance of the Lead Supervisor, Inspector/Risk Code of Regulations (Title 17, 8, & 22 CCR) as it relates to Regulatory Assessors course is awarded if you attend and pass the written examination. Full Requirements, H&S, Sample Collection & Analysis, Abatement Options, attendance is mandatory.
Containment/Cleanup/ Clearance, and Adm in. Duties. Pre-requisites: 40 hr Supervisor/Project Monitor Lead 40 Hour Inspector/Risk Project Monitor: Assessor; 8 Hour Sampling Technician
This test preparation class provides a review of HUD Guidelines (Chapters 5, 7, & 15), California Code of Regulations (Title 8, 17, CCR), Online Lead RRP Refresher & Code of Federal Regulations (Title 40 CFR) as it relates to State & Hours: 4 Hours Federal Regulatory Requirements, Lead Hazard Evaluation, Admin. Description Duties, Clearance Inspection, Sampling Protocols/Procedures, The audience for this Lead Renovation, Repair and Painting Refresher (RRP-R), without Abatement Options, Containment/Barrier Systems, Waste Issues, Air Hands-On, course includes renovators, remodelers, painters, maintenance personnel, and Monitoring, & H&S. any other workers removing or modifying painted surfaces. Online RRP-R training course concentrates on procedures for minimizing lead dust generation andsoil contamination during maintenance/ renovation/ remodeling activities as defined by the EPA and the U.S.
Department of Housing and Urban Development (HUD). If these procedures are correctly implemented, the risk of lead exposure to employees, children, residents and families of employees can be minimized. The course is done completely online.
Pre-requisites: Lead RRP Initial
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DELIVERING SERVICE WHEN AND WHERE YOU NEED IT
Anaheim • anta Ana • Oakland • acramento • Fresno
Environmental
comP.liance, stormwate�
management, air �uality,
saml)ling;:;analysis, l)tiase I & II,
ani:I ini:lustrial liygiene, witti fast
© NATEC International, Inc 2017 REV-170309LT
turnarouni:ls
120+ EH&S classes:
Accredited lead and asbestos,
OSHA, environmental, heavy
equipment and safety training
at our training facilities or
client's
Safety consulting, construction
site inspections, health and
safety plans, onsite
management to meet and
exceed state/federal
regulations
F.ield insP,ections, aui:liting,
11lan develol)ment and geoteclinical services from
industr� experts to assure
client-com11liance
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APPENDIX I - RESUMES
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NATEC INTERNATIONAL, INC.
SCOTT ARCHER
CERTIFIED ASBESTOS CONSULTANT, CDPH LEAD INSPECTOR ASSESSOR/ PROJECT MONITOR
SUMMARY OF QUALIFICATIONS
Mr. Archer is skilled in project management with twenty years of professional experience in the environmental consulting and management fields. He has experience with Industrial Hygiene Investigations, including worker exposure assessments, comprehensive facility evaluations for the presence of environmentally- regulated materials. Scott has performed projects which duties included air monitoring, inspections and surveys for asbestos, lead and mold, sampling and handling of hazardous materials, AHERA Inspections, OSHA Compliance / Health & Safety / Environmental Monitoring.
Mr. Archer’s Environmental Health & Safety Program Management experience includes: Injury and Illness Prevention Programs, Respiratory Protection Programs, Field Health and Safety Manuals, and Site-Specific Health and Safety Plans. Proven track record of designing and implementing successful projects with a demonstrated ability to motivate team members into action. He was a Project Manager for a five-year outsourcing contract to support EHS, GEMS and Emergency Management operations.
Additionally, he has conducted industrial hygiene air monitoring for asbestos surveys and abatement oversight, performing Indoor Air Quality investigations, including odor complaints. Scott has performed chemical exposure monitoring and industrial hygiene monitoring for hazardous airborne chemical and physical agents, such as, toxic gases, vapors and noise pressure levels. Work also included writing and editing health & safety policies for mold and lockout/tagout and writing/editing lockout/tagout procedures. He has experience inspecting of 90-Day and satellite hazardous waste disposal areas, as well as inspecting and performing validation of chemical fume hoods. He conducted monthly portable fire suppression system inspections.
Mr. Archer has taught Hazard Communication, lockout tagout, hearing conservation, confined space and industrial safety and fire life safety training. Performed chemical exposure assessments, laboratory industrial hygiene and safety inspections, site specific plans, air monitoring and safety related accident investigations. In addition, he administered office ergonomic evaluations, providing education and solutions to mitigate common MSDs in the workplace. He has over 8 years of classroom teaching experience in various Environmental Health and Safety topics.
EMPLOYMENT HISTORY
❖ NATEC International, Inc. Present
o Lead, Asbestos, EH&S Instructor; CAC; Field Consultant ❖ ATC Group Services, LLC 2018 – 2021
o Senior Field Industrial Hygienist
• Experience with Industrial Hygiene Investigations, including worker physical and chemical exposure assessments, comprehensive facility evaluations for the presence of environmentally 97 #18..
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regulated materials.
• Performed projects which duties included air monitoring, inspections and surveys for asbestos, lead, PCB and mold, sampling and handling of hazardous materials. • AHERA Inspections, OSHA Compliance / Health & Safety / Environmental Monitoring. • Conducted industrial hygiene air monitoring for asbestos surveys and abatement oversight, performing Indoor Air Quality investigations, including odor complaints. • Performed chemical exposure monitoring and industrial hygiene monitoring for hazardous airborne chemical and physical agents, such as, toxic gases, vapors and noise pressure levels. • Administered Hazard Communication and asbestos and lead awareness training. • Experience in NOA air monitoring/sampling, including oversight. ❖ Millennium Consulting Assoc. 2001 - 2018
o Project Manager
o Senior Field Industrial Hygienist
• Experience with Industrial Hygiene Investigations, including worker exposure assessments, comprehensive facility evaluations for the presence of environmentallyregulated materials. • Performed projects which duties included air monitoring, inspections and surveys for asbestos, lead and mold, sampling and handling of hazardous materials, AHERA Inspections, OSHA Compliance / Health & Safety / Environmental Monitoring. • Environmental Health & Safety Program Management experience including: Injury and Illness Prevention Programs, Respiratory Protection Programs, Field Health and Safety Manuals, and Site-Specific Health and Safety Plans.
• Project Manager for a five-year outsourcing contract to support EHS, GEMS and Emergency Management operations.
• Conducted industrial hygiene air monitoring for asbestos surveys and abatement oversight, performing Indoor Air Quality investigations, including odor complaints. • Performed chemical exposure monitoring and industrial hygiene monitoring for hazardous airborne chemical and physical agents, such as, toxic gases, vapors and noise pressure levels.
• Work also included writing and editing health & safety policies for mold and lockout/tagout and writing/editing lockout/tagout procedures. • Inspection of 90-Day and satellite hazardous waste disposal areas. • Inspected and performed validation of chemical fume hoods. • Conducted monthly portable fire suppression system inspections. • Administered Hazard Communication, lockout tagout, hearing conservation, confined space and industrial safety and fire life safety training. • Performed chemical exposure assessments, laboratory industrial hygiene and safety inspections, site specific plans, air monitoring and safety related accident investigations.
• In addition, administered office ergonomic evaluations, providing education and solutions to mitigate common MSDs in the workplace.
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❖ BSK & Associates 1999 – 2001
o Industrial Hygiene Field Technician
❖ Fowler Associates 1997 – 1999
o Installation Technician
❖ HDE Systems Inc. 1992 – 1997
o Lead Machine Shop Supervisor
MANAGEMENT EXPERIENCE
• Responsible for interviewing, training and hiring technical personnel. Create coaching and review programs for staff.
• Inventory control and purchasing forecasting. Implemented procedures to reduce inventory loss • Create and implement strategies for loss prevention.
• Train managers and staff on operation of equipment and safety procedures. Perform safety inspections to comply with local and federal regulations. • Track equipment and supplies to ensure proper billing and accounting.
EDUCATION
• Diablo Community College, Pleasant Hill, CA 1998 - 2000 • Las Positas College, Livermore CA. – Fire Science 2000 – 2001 • Acton-Boxborough Regional High School - 1992
CERTIFICATIONS
❖ California Certified Asbestos Consultant ID#:11-4822
❖ Nevada Asbestos Abatement Consultant (License No. IJPM-2280) ❖ 40 HOUR OSHA HAZWOPER training (29 CFR 1910.120)
❖ HAZWOPER Supervisor
❖ CDPH Lead Inspector/Assessor & Project Monitor ID#: 31368 ❖ NIOSH 582 Microscopy (7400 method) Cert. 77755
❖ 30 HOUR OSHA Construction Cert. 17715742
❖ 30 HOUR OSHA General Industry Cert. G0057284
❖ Emergency Medical Technician (EMT-1) # 00-4531 (ret.) ❖ First Responder Operations - Decontamination (FRO-Decon) ❖ Niton XRF certified, # 98062441315
❖ Fire Investigation 1A - Office of California State Fire Marshal ❖ Fire Prevention 1A - Office of California State Fire Marshal ❖ Fire Safety Officer Training for Motion Pictures
❖ Class MC1 Driver’s license
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SCOTT BOURDON
CIH, CSP, REHS, MS, MPA, EH&S SPECIALST
SUMMARY OF QUALIFICATIONS
Mr. Scott Bourdon has over 15 years of industrial hygiene experience. Currently he is the Deputy Director of Environmental Health & Safety at the University of California, Irvine. His skills set includes competence in policy development, administration, budgeting, organizational development, strategic planning, community and public relations, emergency response, bio-safety, public health and safety and professional certifications in environmental health (REHS)and industrial hygiene (CIH). Scott is praised on his excellent Industrial Hygiene work. His extensive experience and background in the Environmental Health and Safety Industry give Mr. Bourdon a strong foundation as a subject matter expert.
PROFESSIONAL EXPERIENCE:
❖ NATEC International, Inc. & Global Environmental Network, Inc., Certified Industrial Hygienist, CSP • Reviewed, edited and approved health and safety & air sampling plans: aerially deposited lead, lead-based paint removal, application of high molecular weight methacrylate, and excavation of soil containing petroleum hydrocarbons and polycyclic aromatic hydrocarbons (PAHs)
❖ UC Irvine, Deputy Director of Environmental Health and Safety As a Management Services Professional V reporting to the Assistant Vice Chancellor of Facilities Management & EHS, implemented campus environmental health & safety policies: 10 directreport employees (4 senior managers), 55 indirect reports, an $8,616,000 annual budget, a 55,000 ft² facility, two labs, ergonomic & PPE showrooms, a lab training facility, training conference rooms, and hazardous waste operations
• Reduced workers’ compensation annual costs incurred by 48% 2013-15 • Improved lab safety inspections findings correction rate from 70 to 81% while increasing total findings by 71%
• Assessed complex safety issues: suicide prevention, a helium recovery system, and concerns over residential and outdoor pesticide applications
• Achieved UC President’s Award for Excellence in Environmental Health & Safety 2013 • Ranked highest in Administrative & Business Services Customer Survey 2014 • Increased campus work unit participation in the injury prevention program from 30-62% • Secured over $10 million safety projects funding & $650,000 to expand services • Improved EH&S Coordinators productivity through better direction and collaboration • Focused overall strategy by creating a Research Safety Division and process safety program • Implemented new safety initiatives: lab safety inspections and a PPE safety program • Monitored $75,000,000 in infrastructure and renewal projects on oversight committee 101
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❖ County of Santa Clara, Director, Department of Environmental Health o 2012 – 2013 San Jose, CA
As an Executive Manager reporting to the Executive Director of Agriculture and Environmental Management, directed the operations of a large, comprehensive environmental health regulatory enforcement and vector control organization including two large office buildings, a satellite office, two labs, large field operations, a $25,000,000 budget and 167 staff • Implemented policy through public risk education, community leaders and interest groups • Re-focused an ordinance revision project and reduced West Nile Virus response time • Improved service by granting variances and developing new permit categories • Defended positions at town hall meetings, appeals hearings and grand jury hearings • Implemented a new fee schedule and recovered costs through recharges • Doubled participation rates for the combined giving campaign from the previous year • Collaborated with Planning, the Sheriff, County Counsel and the Health Officer ❖ Cal State Fullerton, Director (acting) of Environmental Health and Safety 2011 – 2012 Associate Director, Safety Programs and Services (2006 – 2010) Manager, Occupational Safety and Health (2004 – 2006)
EDUCATION
❖ Master of Public Administration/Public Finance; Cal. State University: Fullerton, California ❖ Master of Science in Environmental, Health, & Safety Management; Univ. of Findlay, Ohio ❖ Bachelor of Science in Biology; University of Dayton: Dayton, Ohio Key Personnel References: Global Environmental Network, Inc., Disneyland Resort, SLR International.
Please see Vol.I Chapter 4.b.Key Personnel References for additional information. 102
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NATEC INTERNATIONAL, INC.
MELVIN DAVIS
CONFINED SPACE, EH&S INSTRUCTOR, CONTENT DEVELOPMENT
SUMMARY OF QUALIFICATIONS
Melvin Davis comes with a background in Emergency Response. He was with the Memphis Fire Department from 2012-2016. His health care experience also includes behavioral health (children/adults/geriatrics), all traumatic and medical emergencies (including cardiac), physical therapy (rehab), and pediatric (medical/traumatic). Behavioral medication administration certification. He is also a Licensed Advanced EMT-IV & CPR.
Through his time as a Fire Fighter, Mr. Davis earned more experience in the Health and Safety fields. He increased his knowledge of medical terminology and established a thorough understanding with drugs and medications as well as administering them. Mr. Davis adapted to performing medical care, rescue, and fire suppression in emergency situations. He obtained the following licenses: CPR, Advanced EMT-IV (National Registry), Haz-mat Awareness and Operations, and Firefighter I&II (qualified through NFPA).
Melvin also gained extensive knowledge on fire suppression, safety, and property conservation.
Currently, Melvin teaches a variety of Health and Safety Courses including but not limited to Confined Space, HAZWOPER, Asbestos Class III, COVID-19 Biohazard Clean-up, COVID-19 Supervisor and Manager:
How to Protect your Workforce, COVID-19 Employee Fundamentals, Blood Borne Pathogens, Fall Protection, First Aid/CPR/AED, Respiratory Protection & Fit testing, Violence in the Workplace and more.
Mr. Davis is a full time instructor, and he teaches EH&S courses regularly and has taught for a wide variety of clientele, from small businesses to large municipalities, including LADWP. He is experienced teaching courses both virtually as well as in-person. Since March 2020, he has taught hundreds of students virtually across the U.S. in various safety topics.
EMPLOYMENT HISTORY
❖ NATEC International, Inc./Global Environmental Network, Inc. 2016-Present o Confined Space, Asbestos Class III, Environmental, Health and Safety Instructor, Content Development, Subject Matter Expert
❖ Memphis Fire Department 2012-2016
o Provide AEMT-IV and fire suppression services to the citizens of Memphis Tennessee.
Job responsibility requires work in various weather and potential life threatening conditions. Build community relations by hosting seminars on fire safety. ❖ Saint Francis Hospital 2013 –2015
o PCA – Patient Care Assistant
o Interview and assess patients with behavioral disabilities while in care of the hospital. 103
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o Assist RN (registered nurse) with medical treatment of patient and administration of medications.
o Enforced proper patient restraining methods on patients presenting threatening behavioral actions to themselves and others.
o Monitor and document usage of medications and the effects on the patients. o Establish goals for discharging patients and schedule follow-up treatments. ❖ Preferred Alternatives 2008 - 2011
o Direct Support Staff (Healthcare Services) July 2008 - March 2011 o Overseer of Behavioral patients and patients with special disabilities. o Administer medications to patients.
o Write up day-to-day curriculum and goals for patients to interact in the community as normal productive citizens.
o Develop an awareness of different behavioral disabilities, symptoms, and medications used in treatment.
EDUCATION
❖ Tennessee State University
o Bachelor of History
TRAINING & CERTIFICATIONS
❖ Confined Space
❖ Asbestos O&M/Class III Instructor
❖ Fall Protection
❖ Fire Safety
❖ Trench and Shoring
❖ HAZWOPER
❖ AHA First Aid/CPR/AED
❖ Medic First Aid/CPR/AED
❖ Blood borne Pathogens
Key Personnel References: LADWP, Metropolitan Water District, City of Santa Monica. Please see Vol.I Chapter 4.b.Key Personnel References for additional information. 104
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PHIL DAVIS
EH&S INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Mr. Davis was in the fire service for 28 years (and in emergency services for 33 years) and has worked as a firefighter/paramedic, captain, training officer, EMS coordinator and Chief Fire Officer. In 2005 he retired as the Deputy Fire Chief of the Elk Grove Fire Department in California. He has also served as the Assistant Fire Chief for the UC Davis Fire Department. He has served on two Type-2 Incident Management Teams for CALFIRE in California.
After retiring from the fire department, Chief Davis served as the regional Emergency Services Director for the American Red Cross, Capital Region Chapter. His experience also includes part-time adjunct faculty positions at the National Fire Academy, UC Davis and Chico State University as well as numerous California community colleges. He has authored several professional articles and magazine columns. He has previously written blogs for the on-line version of Emergency Management Magazine and the Sacramento ABC affiliate, News10.net. Twice nominated as Fire Instructor of the Year, he has presented dozens of classes in 43 states plus Canada and Guam. Currently he works as a consultant and specializes in emergency management and executive development. As a Principal consultant and trainer his duties include creating workshops and seminars in the areas of career development, emergency management, executive development and media training; expert witness for EMS, fire service and hazardous materials; workplace violence and active shooter training; large venue disaster planning; develop contracts and agreements for scope of work; hire subcontractors.
PROFESSIONAL EXPERIENCE:
❖ NATEC International, Inc. 2015-Present
Fall Protection, EH&S Instructor
❖ Deputy Fire Chief of the Elk Grove Fire Department (Retired in 2005) ❖ National Fire Academy
Adjunct Faculty and Curriculum Developer
CERTIFICATIONS
❖ Master Instructor For Cal Fire
EDUCATION
❖ Bachelor Of Science Degree In Health Science
o Cal State Chico, 1978
❖ Master’s Degree In Public Administration
o USF, 198
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DANIEL GAYTON
LEAD & ASBESTOS INSTRUCTOR, CAC, CDPH INSPECTOR/MONITOR
SUMMARY
Mr. Gayton is currently the Principal of Gayton Environmental, Inc and specializes in asbestos, lead, and indoor air quality (IAQ) consulting with over 20 years of experience working for various companies in the areas of proposal writing, surveys, inspections, specification design, abatement cost estimation, and project monitoring. He has supervised many large-scale surveys and assessments, in addition to providing asbestos and lead training services.
Mr. Gayton has successfully managed numerous projects for large public and private institutions.
Additionally, Mr. Gayton is an Asbestos & Lead Instructor for NATEC International, Inc. He has taught courses both at the NATEC Training Facility as well as off site at the customer’s location. His training experience includes hands on demonstrations and skill assessments as well as classroom lectures.
EMPLOYMENT HISTORY
NATEC International, Inc. 2014-Present
Mr. Gayton is an Asbestos & Lead instructor for NATEC International, Inc. He has taught various classes including Asbestos Class III, Asbestos Pipe, Asbestos Supervisor. Mr. Gayton is approved by DOSH to teach all of the accredited Asbestos Courses. He is also an IH consultant and has conducted Lead, Asbestos and Hazardous Materials Assessments.
Gayton Environmental, Inc., Principal 2013 - Present
Mr. Gayton is currently the Principal of Gayton Environmental, Inc. and specializes in asbestos, lead, and indoor air quality (IAQ) consulting with over 20 years of experience working for various companies in the areas of proposal writing, surveys, inspections, specification design, abatement cost estimation, and project monitoring. He has supervised many large-scale surveys and assessments, in addition to providing asbestos and lead training services.
Mr. Gayton has successfully managed numerous projects for large public and private institutions. Gayton Environmental Services, Inc. specialties include asbestos, lead paint and Indoor Air Quality specifications, work plans, surveys, inspections, third party oversight and final reports. As the principal for Gayton Environmental, Inc., Daniel is responsible to ensure compliance with State and Federal regulations.
Furthermore, Mr. Gayton has developed detailed and extensive cost estimates for million dollar plus asbestos and lead abatement public projects, thus giving him a strong foundation for starting his own consulting firm. He has performed home inspections and developed reports assessing the risks and possible sources of lead exposure for children with elevated blood lead levels. Additionally, Mr. Gayton is familiar with current Cal/OSHA regulations and HUD Guidelines. Mr. Gayton has used the HUD multi-family unit decision tree protocol for lead inspection projects.
Mr. Gayton has taught many (over 50) Asbestos Awareness and several (approx. 10-15) Lead Awareness and Asbestos Class III Initial and Refresher. For initial training, Mr. Gayton conducts hands on demonstrations with his students. He also did some internal respirator training in conjunction with fit testing. Mr. Gayton has experience in developing lead awareness course materials. Daniel is able to bring his experience from the field into the classroom, and apply the subject matter according to his audience. Mr. Gayton continues to offer his training services in Asbestos & Lead to customers including Kaiser Construction. 107
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Arcadis U.S., Inc. , Professional Environmental Scientist 2010-2013 Mr. Daniel Gayton Provided asbestos, lead paint and IAQ services including surveys, inspections, abatement monitoring and final reports during his employment with Arcadis U.S. Inc. He generated project documents including asbestos specifications and workplans.. Mr. Gayton performed lead paint inspections and clearance testing on a regular basis as well as provided environmental consulting services for a major international bank throughout California and Washington State. Daniel also gave presentations on his reports and findings to clients and team members, with a thorough explanations of his work along with his recommendations, and answering any questions on the project specifications He conducted Asbestos Awareness Training and fit testing internally as well as for customers. Daniel conducted numerous surveys, inspections, project monitoring and reports for asbestos, lead and IAQ issues. Bank of America renewed their contract with Arcadis during his service with Arcadis.
Forensic Analytical Consulting Service, Inc., Project Manager 2003-2010 As the Project Manager for Forensic Analytical Consulting, Mr. Gayton was responsible for managing all phases of asbestos and lead paint projects including proposals, surveys, abatement monitoring, final reports and invoicing.
Mr. Gayton was responsible for supervising his team both on and off of the jobsite. Additionally, he was accountable to ensure compliance with State and Federal regulations and the overall safety of the work site. As Manager, Daniel would train his employees on safety as it related to each jobsite and project. Mr. Gayton ensured his team was in compliance with State and Federal Laws.
EDUCATION
❖ Bachelor of Arts, Business
o Economics, University of California,
o Santa Barbara, 1979
CERTIFICATIONS
❖ Certified Asbestos Consultant, No. 97-2258
❖ Lead-Related Construction Inspector/Monitor #2511
❖ Asbestos Class III
❖ NIOSH 582 Training
❖ Federal OSHA-40 Hour Hazardous Waste Operations Training ❖ Certificate in Hazardous Materials Management,
❖ Certified RMD and Scitex XRF operator
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REGINA HOLLINS
OSHA OUTREACH AND EH&S INSTRUCTOR
SUMMARY
Ms. Regina Hollins is an Authorized Occupational Safety & Health Engineer, Manager, Instructor, Risk Manager and Safety Trainer with over 25 years of diverse focused experience, which includes extensive health and safety support projects including project management and oversight of ISO 9000 workplace safety audits and evaluations, hazardous materials inventories (HMIs), development and technical writing of site-specific health and safety plans and programs, storm water pollution prevention plan (SWPPP) development and review, emergency preparedness training, workplace safety training, OSHA/workers compensation compliance training, tailgate safety committee meetings and accident investigation.
Ms. Hollins is a certified trainer with Department of Labor‐OSHA Compliance 501 for General Industry, The American Red Cross and American Heart Association for Basic Life Support, Cardiopulmonary Resuscitation (CPR), First Aid and AED, Defensive Driving Training National Safety Council DDC4, Traffic Control, Forklift and Aerial Lift Operator Training. She also developed presentations for custom training programs including train‐the‐ trainer for management staff. Ms. Hollins is a Certified Safety Playground Inspector (CPSI), Registered Environmental Assessor Exp., Associate Risk Manager, ASP and has had basic Hazardous Waste Operations and Emergency Response Awareness training.
, Ms. Hollins has been an excellent instructor, teaching students OSHA 10, OSHA 30, EM385, electrical safety, and much more. Regina has ample experience in the Environmental Health and Safety Industry, and she provides excellent safety and training services.
WORK EXPERIENCE
NATEC International, Inc. 2011-Present
OSHA Outreach & Health and Safety Instructor
Universal Safety and CPR Solutions, Occupational Safety and Health Compliance 04/2009 – Present Occupational Safety and Health (OSHA) Auditor/Trainer – ES&H Engineer, Risk Manager, Loss Control, Emergency Preparedness, Traffic Control and Flagger Orientation Trainer Shaw Environmental & Infrastructure, Inc., Environmental, Risk Management 04/2009 – 6/2010 Scientist 3 Safety and Health – ES&H, OSHA Compliance, Training, Risk Management, Loss Control Bureau Veritas, Safety, Risk Management 06/2007 - 03/2009 Managing Consultant, Risk Management and Loss Control – S&H, OSHA/WC Compliance, IIPP, Training 109
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Keenan & Associates, Inc., Loss Control, Risk Management, Loss Control 04/2002 - 06/2007 Safety Officer, Risk Manager and Loss Control Consultant – S&H, OSHA/WC Compliance, IIPP, Training Pacific Coast Corporate Safety, Safety, Environmental Safety, Safety, REA 01/1997 - 04/2002 Safety Manager, Professional Safety Auditor, Risk Manager – Auditor, ES&H Compliance, Training, IIPP Specializations and Job Duties: Site Safety Officer, Accident Investigation, Job Hazard and Activity Hazard Analysis and Auditing, Automated and Manual Audit Systems ISO 9000, and Loss Control Comparative Analysis. Supervisor Safety Training, Hazardous Material Inventory Management and Training, Soil and Water Sampling, Storm water Pollution Prevention Plan (SWPPP), Workers' Compensation Claim Reporting and Training.
Site Safety Compliance Manager for implementation of the Injury & Illness Prevention Program (IIPP) and ensured that all provisions of the IIPP were implemented and adhered to at all times. Established and coordinated monthly safety committees with representation from work groups, supervisory staff including upper level Management.
Conferred with management to identify safety needs and prioritized safety concerns. Reviewed company operating policies and procedures. Ensured client compliance with OSHA and Cal/OSHA requirements.
Maintained client information on local, state, and federal safety and health regulations and laws. Assisted management staff with OSHA Site Visits. Conducted safety compliance inspections and training. Maintain injury and illness records (OSHA 300 Logs). Monitor the OSHA statistics (incident rates) monthly and report loss analysis, risk management, frequency/severity reports to management staff. Review and/or establish accident reporting and investigation procedures to evaluate the root cause of injury/accident, and identify measures needed to prevent recurrence.
EDUCATION
Masters of Science, Occupational Safety and Health, Columbia S. University, February 2011 Bachelor of Science Degree, Business Management/Finance, Woodbury University, Burbank, California, June 1991
CERTIFICATIONS / REGISTRATIONS / LICENCES
Currently pursuing PhD, Public Health, Columbia S. University estimated completion 06/2017 Federal & Cal/OSHA General Industry Outreach 501 Trainer, #G0035174, Construction 500, #C006501U5, and EM385
ISO 9000 Auditor, 2007, Active, Nationwide Certification, 09/2013 OSHA Compliance Safety Trainer, since 2001, Active, Nationwide Certification First Aid/CPR Instructor (Red Cross), since 2001, Active, Nationwide Certification, BLS/CPR Instructor, American Heart Association, since 2001 Active, Nationwide Certification Basic Cardiac and Life Support, 2009, Active, Nationwide Certification CPSI, Certified Safety Playground Inspector, Inactive, Nationwide Certification, 10/2011 Registered Environmental Assessor I, 1989, Inactive, Nationwide Certification, 01/1998 110
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SHERELL JACKSON
OSHA OUTREACH INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Ms. Sherell Jackson offers extensive industry certifications/credentials and experience in HSE (health, safety, environmental) management. This includes but is not limited to: fire prevention & protection, construction safety, safety auditing, risk assessments, confined space entry, and emergency response management. Her experience has shown proven success within oil & gas refineries, petrochemical plants and at general construction sites. Ms.
Jackson is very adept at inspect workplace environments, tools, equipment and practices to ensure consistent alignment with company and government regulations. With her wealth of knowledge in HSE, she is able to establish unified relationships across a cross-cultural, cross-functional organization, while emphasizing safety awareness and management.
PROFESSIONAL EXPERIENCE:
Global Environmental Network, Inc. Current
Safety Consultant
American First Responder May 2018 to Present
Certified Personal Trainer
Certified Trainer for Heart Saver, First-Aid, BLS, OSHA 10, OSHA 30, Defensive Driving and Heavy Equipment Safety.
Chevron Refinery 2017-2018
Safety Officer; safety training, OSHA guidance, and safety program development. LIUNA September 2016 to Present
Journeyman
Local 1309
E-NOR Traffic Control April 2017 to October 2017
Safety Officer
Collaboratively monitored, directed, and controlled vehicular traffic in construction zones. Set up barricades as needed for public safety and approved work zone access to authorized vehicles.
J.T. Thorpe & Son October 2016 to February 2017
Safety Worker
Conducted and documented JHAs and JSAs, ensured appropriate use of PPE by staff. Supervised personnel compliance with safety protocols and regulations within the petrochemical industry. Managed and maintained tool inventory by inspecting tools and equipment, tracking and documenting use, and delivering required tools to staff throughout work site. 111 109
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Brenderson Construction November 2014 to January 2017 Safety Officer
Helmed complete spectrum of safety operations and activities required of a safety attendant during a refinery turnaround project. This includes policy & procedure compliance, JSAs, permits, setting up barricades, emergency planning & response, fire prevention, and environmental safety.
EDUCATION
California State University – Dominguez Hills 2012
Certified Safety and Health Official (In-progress)
CERTIFICATIONS
OSHA 510 – OSHA for Construction Industry 2018
OSHA 511 – OSHA for General Industry 2017
Construction Site Safety Supervisor, NCCER Lic# 14363388 2016 Construction Site Safety Technician, NCCER Lic# 14363388 2016 Field Safety, NCCER Lic# 14363388 2016
Safety Technology, NCCER Lic# 14363388 2016
Transportation Worker Identification Worker Credentials (TWIC) 2016 OSHA 501 – OSHA 10 & 30 Outreach Trainer for General Industry, LIC# 31-0079195 2018 OSHA 500 – OSHA 10 & 30 Outreach Trainer for Construction Industry, LIC# 31-0105347 2017 First Aid/CPR/AED Trainer – Red Cross 2019
National CPR/BLS Provider/Trainer – American Heart Association 2018 Heavy Equipment Safety Trainer – National Safety Council 112
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DAVID KENNEDY
EH&S INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Mr. Kennedy has over 35 years of experience in the Environmental Health & Safety field. He was in the Fire Service for 30 years before he retired. Currently, Mr Kennedy works with NATEC as an instructor as well as a Safety Specialist. His experience includes hands on training with Helicopter safety including landing zones, patient loading, crew transport and general helicopter operations. He has taught courses for PG&E including HAZWOPER, Forklift, Forklift Requalification, Digger Derrick Qualification and Aerial Lift Qualification. Additionally, he has experience teaching and collaborating instruction with PG&E Instructors at the Livermore and Winters Academy. Mr. Kennedy has been part of several Industrial Hygiene projects for various clienteles. Duties include comprehensive walk-throughs of facilities, provide feedback and recommendations, write reports, assess levels of safety issues, and more. Mr. Kennedy works closely with GENI’s clients to ensure all goals and objectives are met and thoroughly understood.
EMPLOYMENT HISTORY
NATEC International, Inc. 2015-Present
o EH&S Instructor
Fire Division Chief, El Dorado Hills Fire 1996-2009
o 3
rd in Command of 100-person department
Fire Captain, Roseville Fire 1979-1996
o Fire Department operations including operating a 100-foot aerial truck
EDUCATION
MA/EFO | 2003 | National Fire Academy
o Major: Executive Fire Officer
o Minor: Fire Administration
o Related coursework: Chief Officer Certification,
Master instructor | 1993 | California Fire Academy
o Major: Master Instructor
o Minor: Instructor 1A, 1B, 2A, 2B, 2C, 3A
o Related coursework: 37 years teaching
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ADDITIONAL QUALIFICATIONS
Hands-on training experience including helicopter operations Hands-on training experience with Sac Metro Helicopter for EDH Fire - Hot loading water supply Hands-on training experience with Reach Helicopter - Patient Loading - Landing Zone Hands-on training experience with Life Flight Helicopter - Patient Loading - Landing Zone Hands-on training experience with CAL Fire Helicopter - Landing Zone - Crew Transport Hands-on training with CAL Fire Air Attack plane for Wildland Operations Experience with CAL Fire Air Attack - Hollister
Aerial Apparatus hands-on training experience - many years Rescue Systems I and II (rigging patients for air lift operations) Rappelling Training from Buildings, Towers, Cliffs, and 100' Aerial Truck Bucket EMT and Paramedic Training and Experience
Dozer Safety Training
EFO Executive Fire Officer (rare)
Chief Officer Certification, Company Officer Certification Radio Communications with Helicopters
Hand Signal to Pilots
Led and Documented continuous Tailboard Safety Briefs Familiar and worked with Red Card Systems
Master Instructor with 30 years teaching for Community Colleges and Fire Academies DMV Examiner for the El Dorado Hills Fire Department
Aerial Examiner for the El Dorado Hills Fire Department Hazmat Specialist since 1993 in Roseville Fire
Fire Chemistry Teacher for Sierra College for 25 years Fire Academy Instructor for Butte Fire Academy for 11 years National Fire Academy Executive Fire Officer Degree (masters) Teach Instructional Classes for the California Fire Curriculum Training Officer for the El Dorado Hills Fire Department – 15 years Disaster Instructor for the American Red Cross – 9years Disaster Training Officer for the Sacramento Red Cross – 3 years 114 112
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NATEC INTERNATIONAL, INC.
ROBERT KUYKENDALL
ASBESTOS, EH&S INSTRUTCOR, CEM, CHMM, CAC
SUMMARY OF QUALIFICATIONS
Mr. Kuykendall has over forty-five years of experience: providing environmental and occupational health and safety services to the public and private sectors. His technical specialties include, Environmental health and safety management, compliance, and training; air and water quality, hazardous materials and hazardous waste management, and asbestos assessments; site, facility, and process permitting; regulatory agency negotiations and interface; industrial hygiene and occupational health surveys; indoor air quality and microbial assessments; as well as litigation support in cost recovery and CERCLA actions and permit, compliance and enforcement issues.
EMPLOYMENT HISTORY
❖ NATEC International, Inc.
o JHA, HAZWOPER, Asbestos, Lead & EH&S Instructor and Consultant ❖ Denali Group 1997-Present
o Principal
❖ SRI Environmental 1995-1997
o Vice President
❖ Roux Associates 1994-1995
o Western Regional Vice President
❖ Kennedy/Jenks Consultants 1988-1994
o Vice President
PROJECT EXPERIENCE
➢ Prepared and updated Injury Illness Prevention Plan and Hazard Communication Plan documents for Canada College, College of San Mateo, Skyline College and San Mateo Community College District.
Prepared training materials for safety and health training sessions to be presented to college facilities management personnel.
➢ Developed hazardous materials handling, spill response, and hazard communication training materials and conducted two workshops for Tri Delta Transit system ➢ Conducted environmental health and safety compliance audits of County of Marin Risk Management Department. The facilities included public works, parks and recreations, health department, libraries, administrative buildings and main county building.
➢ Conducted environmental health and safety compliance audits of two biomass power plants in Eureka and Blue Lake, California to assess current status for permits, compliance monitoring methods, and training programs.
➢ Conducted hazardous materials surveys (asbestos & lead containing materials and hazardous chemicals) in five community college campuses in San Mateo and Santa Clara Counties. Prepared hazardous materials abatement specifications and provided project monitoring during abatement by licensed hazardous materials contractors.
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➢ Managed comprehensive environmental compliance project for Santa Clara County Transportation Agency (now Valley Transportation Agency) involving the auditing of five bus maintenance yards, light rail division facilities, three county airports, and the county roads department yards. Developed an environmental management plan to achieve and maintain compliance; prepared policies and procedures for hazardous materials and waste management, storm water pollution prevention, and chemical management.
➢ Prepared and updated Injury Illness Prevention Plan and Hazard Communication Plan documents for Canada College, College of San Mateo, Skyline College and San Mateo Community College District.
Prepared training materials for safety and health training sessions to be presented to college facilities management personnel.
➢ Prepared hazardous materials handling and management training materials for presentation for chemical companies, food processors, local municipalities, county agencies, community colleges and universities, retail businesses, transportation facilities, water supply and wastewater treatment plants. ➢ Conducted environmental health and safety compliance audits of County of Marin Risk Management Department. The facilities included public works, parks and recreations, health department, libraries, administrative buildings and main county building.
➢ Conducted asbestos and lead awareness training for construction companies, community college and retail distribution facility personnel in California and Nevada. ➢ In response to Cal OSHA citations issued to a Fremont metal coating firm, Injury Illness Prevention/Hazard Communication, and Respiratory Protection Plans were prepared and technical assistance provided for proper implementation.
➢ Conducted hazardous materials surveys (asbestos & lead containing materials and hazardous chemicals) in five community college campuses in San Mateo and Santa Clara Counties. Prepared hazardous materials abatement specifications and provided project monitoring during abatement by licensed hazardous materials contractors.
➢ Conducted environmental health and safety compliance audit at manufacturing facility to demonstrate on-going compliance program for maintenance of ISO 14000 certifications. ➢ Project Manager for 3 year General Environmental Services Contract for East Bay Municipal Utility District to provide comprehensive environmental health and safety consulting and emergency response contractor services to over forty facilities within EBMUD service areas. Assignments include industrial hygiene and safety consulting services to address worker exposure to chemicals in indoor and outdoor work environments.
➢ Project Manager for development and implementation of an environmental compliance audit program for East Bay Municipal District’s assessment of off-site commercial waste management facilities used by the District. Waste disposal practices were reviewed to determine which facilities were used, by whom, for what wastes and at what volumes
➢ Project Manager for the preparation of multiple Risk Management Plans and Process Safety Management plans for Multi-Chem Group, LLC for chemical handling, packaging and distribution facilities located in California, Louisiana, Texas, and West Virginia. Conducted site inspections, participated in process hazard analysis, drafted RMP and PM documents for submission to regulatory agencies. 116
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LICENSES CERTIFICATIONS AND REGISTRATIONS
❖ Certified Environmental Manager (Nevada) No. EM 1603
❖ Certified Asbestos Consultant (California) No. 91-2907 ❖ Certified Hazardous Materials Manager No. 7948
❖ Certified Lead Inspector/Assessor (California) No. 14650
EDUCATION & TRAINING
❖ B.S., Biological Sciences, California State University, 1966 ❖ Master's Graduate Study, Biological Sciences, California State University, 1967-69 ❖ University of California Santa Cruz Extension- Environmental Safety & Health Management Certificate Program 1998-2001
❖ University of California Berkeley Extension Environmental Management AHERA Asbestos Training Courses 2000-2006.
❖ University of California, Center for Occupational and Environmental Health, “Applied Industrial Ventilation”, August 2000.
❖ University of California, Center for Occupational and Environmental Health, “Comprehensive Review of Industrial Hygiene”, August 2002.
❖ University of California Davis, “Ergonomics in the Workplace”, January 2003 ❖ American Industrial Hygiene Association, “Building Sciences”, February 2005. ❖ University of California Extension in Silicon Valley, “Biosafety”, March 2005. ❖ American Industrial Hygiene Association, HVAC Systems: Management of Mold & Microbiological Activity, March 2006.
❖ EMSL Analytical/LA Testing, “Indoor Air Quality and Industrial Hygiene Workshop”, Feb. 2006
PUBLICATIONS
"Superfund and RCRA Closure/Post Closure: An Illinois Perspective," Hazardous Materials Control Research Institute, Washington, D.C. 1984.
"Illinois Plan for On-Site Incineration of Hazardous Wastes", Hazardous Materials Control Research Institute, Atlanta, 1986.
"Environmental Management and Compliance in the Semiconductor Manufacturing Industry", Noyes Publications, New York, 1994. Presented at April 1994 Semiconductor Safety Association Conference, Scottsdale, Arizona.
“Avoiding Regulatory Frostbite: Environmental Issues Affecting Cold Storage Warehouses”, presented at California Cold Storage Warehouse Conference, Ojai, California, April 1997. 117
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BRUCE LOKKESMOE
AHA INSTRUCTOR, HEALTH & SAFETY INSTRUCTOR
Mr. Lokkesmoe is the Senior Environmental, Health and Safety Engineer at Global Environmental Network, Inc. & Global Environmental Network, Inc. (NATEC®). Mr. Lokkesmoe oversees preparation of Environmental Storm water and Health & Safety Plans and conducts training on a wide variety of topics in the areas of environmental and safety compliance for NATEC. Mr. Lokkesmoe is a knowledgeable expert in environmental and safety regulations. He has over 20 years’ experience developing and implementing project and site-specific environmental and occupational safety plans and training programs for all levels of client personnel. His background includes 20 years in the occupational safety field, where he developed and taught training programs for OSHA and Cal/OSHA compliance on a wide variety of subjects. He has a proven track record in understanding and dealing with complex regulations and communicating them to students at all levels of capability; and has the unique ability to engage and inspire students who do not have a strong desire to learn.
EXPERIENCE
NATEC International, Inc. & Global Environmental Network, Inc. , (2001-Present), AHA Instructor, Health & Safety Instructor, CPESC, QSD ToR
Bennett-Bowen Safety (Safety Equipment Distributor), Technical Products Manager, 1994-1999 Biosystems, Inc. (Safety Instrument Manufacturer), Western Regional Manager, 1988-1993 Instructor for CA Storm Water Pollution Prevention Plan 24-Hour Workshop(2002-2012) Lead Instructor for Occupational Safety Courses for NATEC (2001-Present) Trainer of Record for CAQSP-QSD (2009 to present)
PROJECTS
QSP / QSD TRAINING
Mr. Lokkesmoe sat on the CASQA board to support in the development of the new CWP requirements and training program. Mr. Lokkesmoe supported and took the QSP / QSD beta test and has been a part of the program since the initiation of it. He has provided the QSP/QSD training to municipalities, government agencies, private sector, engineering firms, construction companies and more. Classes are held regularly twice to three times a month and book almost solid every time.
SWPPP Inspector Training, Orange County Public Works Department 119
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Mr. Lokkesmoe developed this training program for the Orange County Public Works Department as part of their internal program for compliance with their MS4 Permit. The NPDES Coordinator for the Construction Division collaborated with Mr. Lokkesmoe to create a one-day training program for their inspectors. The objective was to enhance the ability of their field construction inspectors to inspect active construction sites for implementation of the appropriate measures (BMPs) and general compliance with the conditions of the CGP.
Following the classroom portion, a field trip to a nearby active construction site provides the students with an opportunity to conduct practice inspections using the official inspection form developed for the purpose. Then it’s back to the classroom for review and discussion of the inspection process. Each student discusses what they observed and outlines the follow-up procedures they would implement. An open review test is conducted to clarify the main concepts and reinforce comprehension and retention. The course was well received by the students and the Construction Division management was very satisfied with the overall results.
EDUCATION
Bachelor of Arts (BA), Augsburg College, Minneapolis, MN SWPPP Compliance, Caltrans, August 2001
QSP-QSD Trainer Program, June/July 2009
OSHA 500 Trainer for Construction
CERTIFICATIONS
AHA Instructor
Certified Professional in Erosion and Sediment Control(CPESC) No. 4759 State of CA, Qualified SWPPP Developer (QSD) Certificate#00049 CA Construction General Permit Trainer of Record (ToR), August,2010 Certified Erosion, Sediment, and Storm Water Inspector, (CESSWI), Certificate#1494 South Coast Air Basin Fugitive Dust Control Rule 403 No. SC07-06-1577 120 117
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EVA P. MITCHELL
OSHA OUTREACH, EH&S INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Ms. Eva Mitchell has nearly 30 years of experience in industrial hygiene and safety. Serving both as an employee and as an instructor, she is well versed with federal regulations and even held a position at the United States Department of Labor – OSHA. She now instructs students as an Authorized OSHA Instructor for Construction and General Industry Standards. Moreover, she is certified to teach per Cal/OSHA and Federal OSHA standards. Her vast experience has allowed her to be an integral part of every organization she has worked at.
EMPLOYMENT HISTORY
❖ NATEC International, Inc. 2019-Current
OSHA Outreach/EH&S Instructor
❖ CSU Dominguez Hills March 2014 to March 2016
Faculty Staff/Instructor
• Teaching various OSHA Subject-Specific Training classes for General Industry and Construction Industry Standards - OSHA 500, 501, 502, 503, 511, 521, 2015, and CAL/OSHA 5109 to Private, Public, State, and Federal workers.
❖ Marine Forces Reserve November 2008 to April 2012
Industrial Hygienist
• Assigned as primary Industrial Hygienist, supporting 240 MFR Units throughout the contiguous states, Alaska, Hawaii and Puerto Rico for the recognition, valuation, and control of occupational hazards (stressors), per the requirements of the USMC Orders and Directives. Provide Subject/Topic Specific Training to support MARFORRES Safety Center Objectives for Ground Safety Managers and others attending classes: Topics (Hearing Conservation, Sight Conservation, IH and Occupational Health Programs), Ergonomics, and Respiratory Protection Programs – 6 Hours Sessions in 2009 thru 2011;
❖ E.P. Mitchell and Associates, Inc. September 1998 to July 2019 Faculty Staff/Instructor
• Provided Industrial Hygiene, Safety Audits, Construction Management, OSHA Training, Toxic Mold Inspections, Environmental Health, and Indoor Air Quality Investigation services.
Construction Project Management
❖ Naval Hospital – Medical Center November 1988 to Dec 1997 Industrial Hygienist
• Provided Industrial Hygiene support to Naval Air Station Miramar and Marine Corp Air Station Commands. Conducted surveys of the work environment to determine compliance with Federal, DOD, DON Directive and Regulations
• Provided routine evaluations of health and safety hazards to assess adverse environmental conditions. Conducted personal monitoring for air contaminants (e.g., lead, isocyanates, nuisance dust, asbestos, formaldehyde) and hazardous noise levels in the work places. • Prepared numerous technical reports and survey findings and make recommendations for corrective actions to various Federal Standards and Navy Instructions. Completed Total Quality management classes. Participated on the OMB Team as part of an A-76 Study. As an A-76 team member, I utilized various management tools for improving operational efficiency and reducing overall costs.
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❖ U.S. DOL – OSHA April 1985 to November 1988
Industrial Hygienist
• Conducted background reviews of industries & characteristics of work processes. Reviewed illness & injury records and requested immediate abatement action for all serious violations of OSHA Standards.
• Served as Team Leader on Inspections with OSHA Health Response Team Director & prepared the technical reports to the National Office. Prepared numerous technical reports, and case files, attaching valid documentation of findings, citing violations, assessment of penalties & abatement dates.
EDUCATION
❖ Civil Engineering Construction Management; University of Alabama, Birmingham ❖ Occupational and Environmental Hygiene; John Hopkins Bloomberg School of Public Health ❖ Industrial Hygiene Air Sampling; Tulane School of Public Health and Tropical Medicine ❖ Bachelor’s Degree of Safety Management & Engineering Technology; National University
CERTIFICATIONS/ASSOCIATIONS
❖ OSHA 501 Train-the-Trainer, General Industry, OSHA Approved Outreach Instructor until 2019 ❖ OSHA 500 Train-the-Trainer, Construction Standards, OSHA Approved Outreach Instructor until 2022 ❖ Associated Safety Professional (ASP) BCSP 1992 – 2002
CERTIFICATIONS/ASSOCIATIONS CONTINUED
❖ Respiratory Protection #222 (OTI – Des Plains, IL) 40 Hrs. ❖ Industrial Noise #220A (OTI – Des Plains, IL) 40Hrs. Accident Investigation #202A (OTI – Des Plains, IL) 40 Hrs. ❖ Certified Environ. Inspector (#11508), Environ. Assess. Assoc. ❖ Certified Lead Inspector/Risk Assessor, CA/DHS (#I1741) 120 Hrs. ❖ Ergonomics Concepts – Naval Hospital SD 40 Hrs.
❖ Confined Space Entry #226A (OTI – Des Plains, IL) 40 Hrs. ❖ HIV and Hepatitis B Hazard Recognition – SF, CA (OSHA) 3 days ❖ Industrial Ventilation Design – Navy Safety School 40 Hrs. ❖ Electrical Safety ST-310 – Navy Safety School, SD, CA 40 Hrs. ❖ Comprehensive Review for CIH (CIH Exam 11/2010) 40 Hrs. ❖ IAML: Environ. Safety and Health Law Certificate 40 Hrs. ❖ Fundamentals of Industrial Ventilation 40 Hrs.
❖ Microscopical ID of Asbestos #508A, McCrone Research 40 Hrs. ❖ Hazardous Material Control (Navy Safety School) 40 Hrs. ❖ Certified Hazardous Materials Management Review Course 16 Hrs. ❖ Biological Contamination Indoor Air Environ. Symposium 24 Hrs. ❖ Expert Witness Testimony, UCSD Extension, 16 Hrs Lead Inspector/Risk Assessor (EPA Course) 40 Hrs. ❖ 1st Responder Awareness Hazardous Materials OES, CSTI 8 hours ❖ 1st Responder Operational Hazardous Materials OES, CSTI 24 Hours ❖ Toxic Mold Inspections by Home Test® 8 Hours.
❖ Writing Specs and HVAC Systems – Nov 2008, Orlando, FL- 24 Hours ❖ Radiation Safety Officer, NAVSEA, Yorktown, VA 40 Hrs., 2009 ❖ LDEQ Asbestos Contractor/Supervisor – Kenner, LA -40 Hrs.., Mendez Environmental. ❖ General Contractor/Demolition Contractor (Commercial Construction) ❖ Amer. Society of Safety Engineers - Member 1990-1998
❖ Amer. Industrial Hygiene Assoc. (DSS) - Member 1988-2012 (Treasurer) ❖ American Society of Testing Materials (ASTM), International - Member 2010 – present ❖ SD County Noise Control Hearing Board - Board Member 1996-98 Jack & Jill of America, Inc. 122
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DAVID K. MORI
EH&S SPECIALIST
SUMMARY OF QUALIFICATIONS:
Mr. David Mori has been in the Environmental Health and Safety industry since 1978. In that time, he has gained over 12 years of safety training experience including program development, curriculum development and implementation. He currently retains over 40 years of industry experience ranging from public institutions such as the University of California, Irvine, and the UCI Medical Center. In his tenure of industry experience, Mr. Mori has been involved with consultative services, safety surveillance, environmental compliance, emergency management, and project and program development & implementation.
Mr. Mori’s management specialty utilizes his diligence and competence of safety to efficiently and correctly facilitate development and implementation of training. Currently, he teaching for Global Environmental Network, Inc. in a variety of EH&S topics, including but not limited to, Forklift, Crane, Electrical Safety, Asbestos Awareness and much more. He has taught for various clients including La county Public Works and various Cities throughout Southern California. He is an excellent instructor, and has a broad knowledge base. His many years of industry-related and practical experience is highly decorated with success and certifications.
PROFESSIONAL EXPERIENCE:
NATEC International, Inc. 2017-Present
o EH&S Consultant & Instructor
UC Irvine, Senior Environmental Health & Safety Technologist 2002-2014 As the Senior Environmental Health & Safety Technologist of UC Irvine, Mr. Mori was in charge of ensuring general safety and OSHA compliance for the entire campus. During his tenure, Mr. Mori provided consultative services and safety surveillance. He also was in charge of developing Injury and Illness Prevention Programs, accident investigations, and hazard mitigations. Mr. Mori was integral to the core development of safety training programs which included but are not limited to:
general workplace safety, injury & illness prevention, compressed gas safety, defensive driving, forklift safety, aerial lift safety, aerial bucket trucks safety & operation, overhead crane safety, scaffold safety, confined space safety, electrical safety, lockout/tagout, trenching & shoring, slip/trip/fall prevention, ladder safety, high voltage/arc flash safety, grounds keeping safety, hazard communication, welding safety, PPE, and ergonomics. Managed projects and Campus Safety Program. Developed Curriculum for safety training campus-wide 123 120
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UCI Medical Center, Medical Center Safety Officer, Senior Environmental Health & Safety Technologist 1978-2002
As the Medical Center Safety officer at the Irvine Medical Center, Mr. Mori oversaw the Medical Centers in the areas of JCAHO Environment of Care, industrial hygiene, environmental compliance, occupational safety, emergency management, asbestos safety, injury and illness prevention, indoor air quality, fire safety, laser safety, accident investigation, seismic safety, hazardous materials management, spill response, and hazardous waste disposal. It was at the UCI Medical Center that Mr. Mori wore many hats; he served as a Medical Center Industrial Hygienist, Hazardous Materials manager and Fire Safety Officer. Supervised administrative and professional technical staff Liaison with outside agencies including Cal/OSHA, SCQMD, State Fire Marshal, County of Orange Environmental health, and City of Orange Fire Department.
EDUCATION
Fullerton College, 1971, Undergraduate Studies
University of California, Riverside, 1973, Undergraduate Studies University of California, Irvine, 1985, Certificate in Hazardous Materials Management Orange Coast College, 1986, Certificate in Occupational Safety & Health, Industrial Safety
AFFILIATIONS, CERTIFICATIONS, CREDENTIALS, AWARDS, & ACTIVITIES North American Crane Bureau Rigger/Signal Person
Trainer
DBI/SALA Fall Protection Competent/Authorized
Person Instructor
Scaffold Training Institute Competent
Person/Train-The-Trainer
National Safety Council Certified Defensive Driving
Instructor
Smith System Certified Driver/Trainer Instructor
Ives Training Group, Certified Instructor –
Counterbalanced Forklift, Narrow Aisle Forklift,
Powered Pallet Truck, Rough Terrain/Telehandler
Forklift, Skid Steer Loader, Front-end Loader,
Loader Backhoe
Genie Industries – Aerial Lift Trainer
Genie Industries – Telehandler Trainer
Rockford Systems Machine Safeguarding Program
Safety Training Zone Instructor – Scissor Lift,
Boom Lift, Aerial Bucket Truck
North American Crane Bureau Overhead
Crane Safety Trainer
Certified Healthcare Safety Professional
OSHA Hazardous Materials Incident
Commander
OSHA Hazardous Materials First Responder
OSHA Hazardous Waste Operations
EPA Asbestos Supervisor/Competent Person
AHERA Asbestos Project Designer,
Inspector/Management Planner
Lead Related Construction Supervision and
Project Monitoring
Post-Earthquake Safety Evaluation
Laser Safety, Medical Lasers and Safety
Occupational Hazards to Healthcare Workers
Radiological Monitoring
Welding Safety and Health
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LENNIE ORR
HEALTH AND SAFETY INSTRUTCOR
SUMMARY OF QUALIFICATIONS
Mr. Lennie Orr has over 40 years of experience in the EH&S Industry, including nearly 30 years of Fire Service. In addition to his First Responder experience, Mr. Orr also has conducted many Safety Training Courses. He is a California State Fire Marshall certified instructor, as well as an NIMS Certified instructor. He also served as the Director of Training for 5 years for Alameda County Fire Department. Where he was responsible for training all personnel, which was roughly 275 people.
EMPLOYMENT HISTORY
❖ NATEC International Inc. 2015-Present
o EH&S Instructor
❖ Fire Service Instructor Jan. 2006-Present
o Worked for Citygate Assoc., American Health Education, Alameda County Fire Dept.,and the Industrial Emergency Council as a lead instructor. I have been teaching ICS 200, 300, 400, I-349, I420, Command 2E, Command 1A and B, Instructor 1A, and Instructor 2A. Also worked as an EOC exercise evaluator for Citygate. Use computer to develop and present instructional courses. ❖ Alameda County Fire Department
o Battalion Chief (June 2001-Dec 30, 2006)
o Line Battalion Chief in Battalion 2. In charge of 11 companies o Covering approx. 400 square miles and serving 150,000 people. o Regularly respond and take command at emergencies. Served on o CDF ICT # 3 as RESL 1995- 2002. Served on FEMA Blue IST as SITL 1997-2002. I served on the FEMA IST for responses in 1998 for hurricane Georges and 2001 in New York. Served as PLSC on Alameda County ICT #2 from 1993 to 2006. Regularly conduct training for ICS (200, 300, 400), Tactics and Strategy, and fireground operations. Develop and track budget for department rescue program.
Department point of contact for FEMA US&R participation. Assigned as Dept. representative to Alameda County EOC Operations section. Assisted with activations, developing exercises, and evaluations of EOC operations.
o Asst./Battalion Chief (July 1993-June 2001)
o Served as Director of EMS from 1998-2001. In charge of quality assurance, budget, personnel issues, and oversees training for dept. EMTs and Medics. Director of Training from 1993-1998. In charge of training for all personnel, 225 paid and 50 volunteers. Develop training budget and programs for all facets of services offered. Oversee recruit academy. Develop promotional tests for engineer, Captain, and Battalion/Asst. Chief. Serve as department Safety Officer and Officer in charge of occupational health and safety program. Responsible for departments Urban Search and Rescue program and represent department on Oakland’s FEMA US&R team. Served as TFL on CATF-4.
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OES. Assigned as Disaster Preparedness Officer for Alameda County Fire. Serve as department liaison in Alameda County OES EOC, Fire Operations Section. Assisted with development and evaluation of EOC exercises for Alameda County, City of San Leandro, City of Dublin, and Eden Hospital. Developed department disaster response plan and organized department operations center. Assigned to research, recommend, and develop department computer network program. ❖ CASTRO VALLEY FIRE PROTECTION DISTRICT
o Battalion Chief (February 1990-July 1993)
o Director of Training for all personnel. Third in command for the fire district. Also in charge of hazardous materials program, US&R, disaster preparedness, public education, department computerization project, occupational health and safety program, and personnel evaluations.
Present regular training on all above mentioned topics. Fire department liaison to Alameda County EOC. Assist with development of Alameda County emergency operations plan. o Captain (July 1985-Feburary 1990)
o Training Officer (January 1985-Feburary 1990)
o In charge of training for the C shift, including probationary personnel. Assist in development of short and long term training programs and goals.
o Lieutenant (October 1984-June 1985)
o Engineer (July 1984-September 1984)
o Firefighter (August 1977-July 1984)
EDUCATION
❖ Saint Mary’s College (October 1991-August 1995)
❖ Bachelor of Arts Degree in Management
❖ Chabot College (September 1974-December 1981)
❖ A.A. Fire Science
INSTRUCTOR QUALIFICATIONS
• CA State Fire Marshall certified instructor for:
o I-200 Basic ICS
o I-300 Intermediate ICS
o I-400 Advanced ICS
o I-420 Command and General Staff
o S-347/348 Resource/Demob Unit Leader
o Div/Grp Supervisor
o Strike Team Leader Engine
o Instructor 1A and B
o Command 1A and B
o Management 1
o Command 2A and E
o Instructor 2A
• NIMS Certified Instructor for:
o ICS 300/400
o Division Group Supervisor
o Resource Unit Leader
CERTIFICATIONS
❖ NIMS 700 (Feb. 2009)
❖ NIMS 703 (March 2009)
❖ NIMS 800 (Feb. 2009)
❖ NIMS 701 (Jan. 2010)
❖ Fire Instructor Orientation (Nov. 2005)
❖ State Training Ethics class (Nov. 2005)
❖ Certified Type 3 IC (ICT3) March 2004
❖ Certified RESL March 2004
❖ Certified DIVS March 2004
❖ Certified STL March 2004
❖ Certified Chief Officer 1990
❖ Fire Inst. 2C 1992
❖ Fire Inst. 2B 1991
❖ Fire Inst. 2A 1992
❖ Fire Inst. 3 1992
❖ Haz Mat Ops 1991
❖ Haz Mat Scene Mgr. 1991
❖ Confined Space Ops 1992
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RAMON PARRA
ASBESTOS, LEAD, EH&S INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Mr. Ramon Parra is an established instructor with decades of industry related experience. Utilizing his extensive knowledge from his 20 plus years of experience in the Asbestos Industry, Ramon has been able to effectively present course material to a vast group of individuals; that is, an audience ranging from workers who are new to the industry, to supervisors with years of field experience.
Starting as a laborer in 1987, Mr. Ramon Parra paved his way into the industry. With an expertise in lead abatement, Mr. Ramon Parra supervised many jobs including retrofitting various universities as well as demolition projects in Northern California. As he progressed through his career, Mr. Parra understood the need to properly train his employees and felt that it was his duty to further the education of the new generation of employees for a better labor force.
Currently, Mr. Parra is an accredited CDPH and EPA Instructor for NATEC. He also has taught OSHA 10, OSHA 30, HAZWOPER, Mold Worker, Asbestos Awareness, Lead Awareness, Asbestos Operations and Maintenance and Asbestos Cement Pipe Courses. Ramon thrives on teaching his peers in the Asbestos and Lead industry. His commitment and dedication to educate others on the importance of job site safety has been overwhelming.
Teaching has also given Mr. Parra experience with lectures, PowerPoint Presentations, hands-on assessment of students, preparing students for final examination, ensuring students understand course content all while preparing students for a safe career in the field. His professionalism in the classroom only adds to his value as an instructor. Over the course of his career, Mr. Parra has taught thousands of courses in the Asbestos, Lead and OSHA related fields; his ample experience and time in the classroom proves that he is an effective communicator, instructor and overall leader to his peers in this industry.
He also has experience teaching classes virtually.
PROFESSIONAL EXPERIENCE:
❖ NATEC International, Inc. 2013-Current
• Asbestos, Lead, HAZWOPER, Health and Safety Instructor ❖ Bluewater Environmental Services
Superintendent
• As a Superintendent at Bluewater, Mr., Parra was responsible for the oversight and management of operations and field personnel. Projects include, but are not limited to abatement (of asbestos, lead and mold), removal, encapsulation, clearance, transportation and disposal of hazardous waste, demolition and remediation.
He managed the occupational health and safety programs for numerous site-specific projects. Mr. Parra ensured his team was in continuous compliance with all State, 127
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Federal, and contract requirements and regulations. Ramon was also responsible for developing and managing the Occupational Health and Safety Programs for several sitespecific projects. He wrote the safety operations procedure plans and trained his team accordingly.
In addition to working in the field, Mr. Parra was responsible for ensuring his team, all supervisors and workers at Bluewater, were up to date on safety training. He was also the coordinator for the Supervisor meetings. These tasks demonstrate Ramon’s proficiency in organization, coordinating and communicating among a large group of individuals. ❖ Eco Bay Services
Consultant
• Working closely with the owner and founder, Trent Michaels, Mr. Parra assisted him in building and establishing this new company. Eco Bay Services is an environmental contracting firm that specializes in asbestos and lead abatement, as well as hazardous remediation and demolition services. Eco Bay’s customers include refineries, hospitals, malls, schools, government facilities, office buildings, and commercial and industrial complexes.
With his comprehensive knowledge and established career, Mr. Parra was able to mentor and support Mr. Michaels throughout his journey in founding a successful Environmental and Demolition firm in the competitive asbestos industry, from the ground up.
❖ Janus Corporation
Supervisor
• Coordinated the overhauling of 4 units at PG&E Power Plant • Supervised and monitored employees in division
❖ Mortensen Construction
Laborer/Foreman
• Supervised the demolition and full abatement of 3 floors at UCSF • Monitored safety and regulations of all processes
CERTIFICATIONS:
❖ OSHA Outreach Instructor
❖ Asbestos Worker Initial Training Certification
❖ Asbestos Supervisor Initial Training Certification
❖ Lead Worker Initial Certification
❖ Lead Supervisor Project Monitor Initial Training
❖ First Aid/CPR Certification
❖ Forklift Certification
❖ Aerial Platforms Certification
❖ Skid-Steer Certification
❖ HAZWOPER Initial Training Certification
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RUSSELL PETERSON
EH&S INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Recently retired from 37 years in the Fire Service as an Engineer/Paramedic, Mr. Peterson has extensive training in Helicopter Awareness, including how to approach the helicopter, emergency shut down procedures, setting up landing zones, and more. Additionally, Russell has experience in Hazardous Materials, Confined Space, Trench Rescue, Emergency Medical Services, Low Angle Rope Rescue, and High Angle Rope Rescue. He has taught courses to the general public and within the fire service on topics from CPR to vehicle extrication. Additional skills include Fire Engineer, Paramedic, Repelling, HazMat Technician CSTI certified, Fire Instructor, Confined Space Rescue Technician, Auto Extrication, Rescue Systems 1 and 2, Trench Rescue Technician, Hazardous Materials Incident Commander, as well as Hazardous Materials Assistant Safety Officer.
PROFESSIONAL EXPERIENCE:
NATEC International, Inc. 2017- Present
EH&S Instructor
Engineer/Paramedic, Fremont Fire Department, Fremont, CA — 1990-2017 o Primary job duties were to drive, service, and maintain Fire Engines and Fire Trucks, pumping water, preform as a Paramedic on medical calls, was a member of the training team, HazMat Team, Rescue Team, Perform the duties of a Fire Captain as needed, Performed the duties of a firefighter, fire prevention, and provide public service. Firefighter/Paramedic, Carson City Fire Department, Carson City, NV — 1987-1990 o Performed the duties of a firefighter, maintenance of house and equipment, fire extinguishment, rescue, and training. I also provided medical services as a Paramedic o calls.
Owner/Contractor, Peterson Painting, Gardnerville, NV — 1987-1990 o Provided painting services to home owners and contractors in the Carson Valley. I managed 15 employees on multiple job sites daily. I managed all of the estimating, materials, payroll, book keeping, employee and job scheduling. Paramedic, Los Angeles City Fire Department, Los Angeles, CA — 1980-1987 o Performed the duties of a paramedic, providing medical aid on the scenes of emergency calls. Drove and maintained the ambulance. Provided CPR training to the public. 129
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EDUCATION
Weber State University, Ogden, UT — 1978
Harbor General Paramedic Training, Torrance, CA - 1980 Rio Hondo College, Rio Hondo, CA - 1982
Continuing Education provided through the fire service 1980-2017
CERTIFICATIONS
Helicopter Awareness
Confined Space Rescue Tech
Trench Rescue
Rescue Systems
Rescue Systems II
Fire Instructor 1A
Fire Instructor 1B
First Aid/CPR
Assistant Safety Officer
Hazardous Materials Technician Specialist
HAZWOPER FRO
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GUILLERMO RENTERIA
CDPH LEAD SUPERVISOR, LEAD & ASBESTOS INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Mr. Renteria’s management experience includes more than 19 years’ experience in the areas of occupational health and safety program management, lead/asbestos monitoring, environmental compliance, waste management, loss control, training, safety performance metrics, project cost estimating, and budget forecasting. Mr. Renteria has over 17 years of teaching experience in the Safety industry. Mr. Renteria was an OSHA Outreach instructor. He has taught a wide variety safety topics to clientele including LADWP, HACLA, MWD, City of Pomona, LACDPW, Laborers Union, and many more.
Mr. Renteria possesses over 6 years extensive experience in the Management of Occupational Health and Safety Programs for large environmental remediation projects. He has over 12 years’ experience in the Training Industry, with over 6 years’ experience acting as the Vice President of Training and Training Manager for NATEC International. Mr. Renteria has provided safety training to thousands of students since 1999, as well as supported in the development and/or Consultation Management of various clients’ safety training programs. Mr. Renteria’s Occupational Health and Safety experience within the environmental remediation industry reaches from Management, to site-safety plan/program development, to respiratory program management, to acting as a General Superintendent at large project sites. He continues to oversee the programs and content development at NATEC International and assure State and Federal audit compliance. As of March 2020, Mr. Renteria has taught Virtual training courses regularly. He also helped develop several of the Online Asbestos Programs.
EMPLOYMENT HISTORY
❖ NATEC International, Inc. 2015-Present
o CDPH Lead Instructor, Lead RRP, AHERA Asbestos Instructor. Content Development and Program Manager
❖ Sturgeon Services 2013-2015
o Project Manager
o EHS Specialist/ Industrial Hygiene Unit responsible for protecting the health and safety of SSI employees, and implementing procedures to ensure compliance with local state and regulatory agencies, providing Industrial Hygiene support to all Business Units , training other Safety Specialists regarding personal sampling procedures, updating air sampling data sheets, scheduling health and safety specialist to support environmental related work and activities, maintain the monitoring schedule for the manufacturing division regarding hexavalent chromium, notifying government agencies for asbestos & lead related construction activities and distribute air sampling results as they become available. 131
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❖ NATEC International, Inc. 1999 – 2012
o Senior Lead & Asbestos Instructor (1999 – 2001) (2009 – 2012): Acted as the Senior Instructor on Lead and Asbestos Training courses throughout California. Supported in training Instructors and revising manuals.
o Vice President of Training / Training Manager (2001 – 2009): Participate in Instructor development and training. Worked directly with the Training Director to develop and update NATEC’s Lead Manuals annually. Responsible for quality control and audit compliance with State and Federal Regulations under the Training Director. Directly managed staff to assure compliance and processes are met. Trained regularly for various clients throughout CA.
Developed and updated various clients’ safety training programs and plans, trained accordingly. ❖ Asbestos Management Group 1997-1999
o Estimator
❖ Fresh Air Environmental, Inc. 1995-1997
o Superintendent
o Acted as the Project Manager and Operations Manager for an environmental hazard remediation company. Responsible for developing and managing the occupational health and safety programs for several site-specific projects. Wrote the safety operations procedure plans and trained accordingly. Oversaw projects that focused on safely removing harmful asbestos, mold, and lead from buildings. Mr. Renteria assured the company and crew compliance with all State and Federal regulations in regards to lead, asbestos, and mold remediation, including assuring compliance training.
❖ United Environmental Technologies 1990-1995
o General Superintendent / Project Manager
o Responsible for managing operations and field personnel. Managed the occupational health and safety programs for various site-specific projects. Assured compliance with all State, Federal, and contract requirements / regulations.
EDUCATION
B.A. from University of Guadalajara
TRAINING & CERTIFICATIONS
❖ Cal/OSHA DOSH Approved Asbestos
Instructor
❖ CDPH Approved Lead Instructor
❖ EPA Approved Lead RRP Instructor
❖ CDPH Lead Supervisor
❖ Asbestos Supervisor
❖ OSHA 500 Construction Outreach
Instructor; OSHA 10 & OSHA 30
❖ HAZWOPER
Key Personnel References: LADWP, Metropolitan Water District, LAUSD. Please see Vol.I Chapter 4.b.Key Personnel References for additional information. 132
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STAN REYNOLDS
EPA LEAD RRP, ASBESTOS & LEAD INSTRCTOR CDPH INSPECTOR/RISK ASSESSOR,
SUPERVISOR, PROJECT DESIGNER
SUMMARY OF QUALIFICATIONS
Stan Reynolds is a Principal and an Environmental Health and Safety Consultant, and has been involved in lead-related construction work since 1992. Mr. Reynolds has performed lead-related construction work with his Company O.E.P. Painting when he held a C33 Contractor’s License. Since 1993 Mr. Reynolds has performed Lead Inspections, Lead Risk Assessments, Lead Clearances, Lead Project Design, Lead Scope of Work writing, Lead Site Supervision, Cal/OSHA lead compliance training, respirator fit testing, etc. holding lead-related construction certificates as a Project Monitor, Inspector/Risk Assessor and Supervisor. Mr. Reynolds was Director of Training for the Lead Program at City College from 1993 to 1998 and taught the Worker, Supervisor, Project Monitor and Inspector/Risk Assessor courses. Mr. Reynolds was the chief instructor for the Tamalpais Chapter of Painting and Decorating Contractors of America’s painting apprenticeship program from 1985 to 1995.
Currently, Mr. Reynolds overs services that include Lead Inspections, Lead Risk Assessments, Lead Clearances, Lead Project Design, Lead Scope of Work writing, Lead Site Supervision, Cal/OSHA lead compliance training, Expert Witness services, respirator fit testing, etc. Services have been provided to home and property owners, government agencies including HUD Lead and Healthy Homes Grantees, contractors, property managers, realtors, etc. At NATEC, he teaches EPA Lead RRP, CDPH Lead as well as AHERA Asbestos Courses. As a longstanding member of the EH&S industry, Mr. Reynolds has extensive knowledge in the areas of Lead and Asbestos, and is able to bring his field experience into the classroom.
He receives excellent feedback from his students, and ensures his audience is trained thoroughly.
EMPLOYMENT HISTORY
❖ NATEC International, Inc. – EPA Lead RRP Instructor, AHERA Asbestos & CDPH Lead Instructor • 2017-Present
❖ Environmental Hazards Detection – President
• 2000-Present
❖ Director of Training and Instructor for the Lead Program at Rhapsody Green Center of San Francisco, • 2000 – Present
❖ Director of Training and Instructor for the Lead Program at City College of San Francisco, • 1992 – 1998
❖ C-33 Licensed Painting Contractor operated a painting business, • 1985 - 1999
❖ Operated a lead-related construction business,
• 1992 – 1999
❖ Instructor for the Tamalpais Chapter of Painting and Decorating Contractors of America’s painting apprenticeship program,
• 1985 – 1995
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RELEVANT EXPERIENCE
Currently performing lead-related services as follows:
• Risk assessments & Inspections
• Remediation Specification writing
• Clearance Inspections
• Occasional Expert witness
• Contract provisions supervision
Currently performing mold-related services:
• Inspections
• Supervision of work sites
• Contract provisions supervision
• Remediation specification writing
• Clearance inspection
Currently performing Healthy Homes services as follows:
• Inspections
• Work specification writing
• Contract provisions supervision
CERTIFICATIONS
• California Department of Public Health Certified Inspector/Risk Assessor (I 370), Supervisor (S370), and Project Designer (D 370) since 1993
• National Environmental Health Association (NEHA), certified Healthy Homes Specialist (#9008022)
• Certified Professional Inspector by the International Association of Certified Home Inspectors (NACHI11101701)
• International Association of Indoor Air Consultants (IAC2) Mold and Radon Certified • Cal/OSHA certified Asbestos Management Planner (12755942), Building Inspector (126742) and Contractor Supervisor (126700)
EDUCATION & TRAINING
• 1982 MS, Geology, University College Galway
• 1976 BS, Geology, University College Galway
• 1975 BS, Botany, University College Galway
PROFESSIONAL MEMBERSHIP
• InterNACHI, American Industrial Hygiene Association (AIHA) • NEHA
• International Code Council (ICC)
• IAC2
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BARRY ROSE
FALL PROTECTION, EH&S INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Mr. Rose has over 30 years of professional firefighting experience with the Livermore-Pleasanton Fire Department, retiring as a Battalion Chief. He is a California State Fire Marshall certified instructor for 7 years, as well as a California certified paramedic with 19 years as a first responder and over 10 years teaching continuing education for EMS professionals. He has ample experience in providing training in the areas of Fall Protection, HAZWOPER, Confined Space, First Aid/CPR/AED and more.
He is a current State Fire Training Instructor focusing on Instructor Training, Command, and Management,. He is also a Certified State Fire Training Evaluator and Certified Truck/Aerial Operations Trainer. Mr. Rose is Helicopter Short Haul and Long Line trained and he is also certified in Low and High Angle Rescue Operations including, Belay, Lowering and Raising, and Rigging Systems construction. Through his time in the Fire Service, Barry has experience with multiple deployments as Strike Team Leader working with Cal Fire on Wildland incidents, including fixed wing and helicopter operations, Heli-spot and Heli-drop equipment and personnel transfers.
Barry has a strong track record of leadership and excellence in skills and training. He is a motivating and engaging speaker with excellent communication skills. Mr. Rose has a proven ability to assess situations, develop strategies to accomplish goals and employ tactics to mitigate problems safely and efficiently. Through NATEC, Barry has experience providing EH&S training for a variety of clientele, including providing Fall Protection training at BART.
PROFESSIONAL EXPERIENCE:
❖ NATEC International, Inc. 2015-Present
Fall Protection, First Aid/CPR/AED, HAZWOPER EH&S Instructor ❖ Livermore-Pleasanton Fire Department (Retired)
o Command & Operations: Battalion Chief for 4 Y2 years, responsible for commanding emergency response on all significant incidents including structure fires, motor vehicle accidents, hazardous materials, wildland fires and multi patient incidents ▪ Captain for 20 years, responsible for any and all emergency activities in assigned district. Engine Company Officer for 8 years, Truck Company Officer for 12 years. ▪ Haz Mat Team Coordinator and lead trainer, responsible for all team activities including emergency response, continuing training and equipment maintenance. ▪ Strike Team/Task Force Leader on multiple out of area responses for major wildland incidents.
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o Staff assignments & Training Development: Department Training Officer for 1 year, responsible for both scheduling and delivering department wide training, skills maintenance, probationary training and testing, inter-agency training and multi-company drills. Battalion Training Coordinator for 10 yrs.
▪ Public Education Coordinator of 15 years, responsible for development and delivery of a high quality program including Risk Watch for school age children, CERT training, senior outreach and community awareness
▪ Firefighter I Academy adjunct instructor at Las Positas College, in-house FF I Academy instructor, Truck Operations instructor and CPR instructor. ▪ Hazmat Specialist with emphasis on terrorism and multi-agency response o Program administration: Battalion Chief in charge of station maintenance, repairs and supplies, responsible 'for monitoring, scheduling, coordinating routine and emergency repairs and maintenance. Supplies ordering coordination, tracking and budget management.
CERTIFICATIONS
o State Fire Marshall certified to instruct Level I & II classes in Command Management, Investigation and Training Instructor.
o State Certified Paramedic instructing EMT, ACLS, PALS, ITLS, First Aid/CPR/AED, BLS
EDUCATION
• Chabot College
o FAS in Fire Science (1998)
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PAUL SEMPER
EPA LEAD RRP, CDPH LEAD INSPECTOR/ASESSOR, CAC, ASBESTOS & LEAD INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Mr. Semper holds over 15 years as a professional industrial hygiene consulting experience. He has recognized technical expertise in identifying environmental health and safety issues and solutions, and is an accomplished project manager. Paul is skilled at developing, communicating, and implementing comprehensive industrial hygiene programs to resolve project and EH&S related issues to enhance continuous improvement throughout all aspects of business operations with training and mentoring across multiple management levels. He is very well informed of the California State Regulations, as well as Federal, as they pertain to Asbestos and Lead. While in Arizona, he held his California Certified Asbestos Consultant License, and would work on various projects in California. Currently, he is a CDPH Lead Inspector Assessor.
Mr. Semper is an approved Lead & Asbestos instructor, and teaches the Lead Worker Initial Course, among other CDPH Lead Courses. He has taught hundreds of students the Lead RRP Training program. In additional to Lead classes, Paul also teaches the AHERA Asbestos Courses. Mr. Semper is a full time instructor and teaches these courses regularly for NATEC clientele. He is also part of the content development tea at NATEC and ensures compliance with our Asbestos & Lead programs. With his extensive experience in the field, Mr. Semper is able to bring current and relevant information into the classroom. He has worked on many abatement projects across the country, giving him a vast knowledge of the Health and Safety Industry. He has experience teaching classes both in person and virtually.
WORK EXPEREINCE
• NATEC International, Inc. 2018-Present
o EPA Lead RRP, CDPH Lead, AHERA Asbestos, EH&S Instructor; CAC, CDPH Lead Inspector/Assessor; Industrial Hygiene Project Manager, Content Development • Arcadis, Concord, CA August 2016 to November 2017
o Industrial Hygiene Field Services Manager
o Management and Oversight of Industrial Hygiene Surveys and Safety Protocol Implementation in association with Federal and State Regulations at various Power Plants and Energy Providers o Management and Oversight of Asbestos, Lead, and Phase I projects throughout the Western Region in accordance with Federal and State Regulations • TRC Environmental Solutions February 2012 to April 2016 o Industrial Hygienist / Field Supervisor
o Management and Oversight of Industrial Hygiene Surveys to include Noise Dosimetry per OSHA Guidelines and Air Sampling/Personnel Monitoring in accordance with NIOSH and CDC Approved Methods in accordance with Federal and State Regulations o Performing Scope of Work / Bid Walks, submitting Cost Estimates for Industrial Hygiene Projects 137
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NATEC INTERNATIONAL, INC.
• Dominion Environmental Consultants August 2007 to April 2011 o Industrial Hygiene Project Manager / Safety Coordinator o Management and Oversight of Industrial Hygiene Surveys to include Noise Dosimetry per OSHA Guidelines and Air Sampling/Personnel Monitoring in accordance with NIOSH and CDC Approved Methods in accordance with Federal and State Regulations o Management and Oversight of Asbestos Building Inspection Projects in accordance with Federal and State Regulations / Guidelines for PLM Bulk Sampling & for removal of ACMs o Training and Mentoring of employees
o Preparation of Reports and Close-out Documentation for Industrial Hygiene Projects o Preparation of Technical Specifications for Industrial Hygiene Projects • Athens Construction November 2005 to June 2007
o Superintend
• Atlantic Environmental September 2003 to February 2005 o Environmental Consultant / Industrial Hygienist
o Indoor Air Quality Investigations, Test and Correct IAQ Problems such as Mold, Bacteria, Chemicals, Allergens, Asbestos, Lead, and Building Related Disease or Sick Building Syndrome o Industrial Hygiene Surveys, Safety Program Audits, OSHA Type Audits, Noise Testing and Noise Dosimetry, Air Sampling/Personnel Monitoring
o Conducting Phase I and Phase II Environmental Site Assessments • Veritech Laboratories, A Division of Hampton-Clarke May 2002 to June 2003 • Aqua Pro-Tech Laboratories June 2001 to April 2002
o Chemist
o Acted as principal lab technician in the organic extraction of PCBs, pesticides, herbicides, and other contaminants from soil and water samples
EDUCATION
❖ New Jersey Institute of Technology: Bachelor of Science in Information Technologies.
Concentration in Science, Technology, and Society
CERTIFICATIONS
• CAL/OSHA Certified Asbestos Consultant
• CDPH 40 Hour Lead Inspector/Risk Assessor
• Cal/OSHA DOSH Approved Asbestos
Instructor
• CDPH Approved Lead Instructor
• EPA Approved Lead RRP Instructor
• NIOSH 582 Equivalent Certification
• OSHA 40-hour HAZWOPER
• OSHA 30-hour Construction Training
• EPA Lead RRP
• First Aid Training
Key Personnel References: LADWP, Metropolitan Water District, LAUSD. Please see Vol.I Chapter
4.b.Key Personnel References for additional information. 138
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NATEC INTERNATIONAL, INC.
DAN SHEPPARD
HEAVY EQUIPMENT INSTRUCTOR, OPERATOR
Mr. Dan Sheppard has extensive experience with Heavy Equipment and possess over 35 years in the industry. He has a strong understanding and first-hand experience with operating a Forklift, Scissor Lift and Man Lift.
Additionally, he has taught hundreds of students in the aforementioned areas of heavy equipment, both with classroom presentations as well as hands on skills demonstrations. Dan has been training on Forklift and Heavy Equipment for over 25 years. With his longstanding career in the industry, he has become very familiar with different types of equipment, as well as different makes and models. Moreover, he is well versed with State and Federal industry regulations.
WORK EXPERIENCE
NATEC International, Inc. 2014-Present
Heavy Equipment Instructor and Evaluator
Safety First 2009
o Duties include: On-Site Forklift and Aerial Operator Safety Trainer, Fall Protection Training, Site Safety Evaluations, Consulting Customers on IIPP.
United Rentals 2004 -2008
o Duties included; Safety Officer, Equipment Trainer, Merchandise Manager, Sales Coordinator.
Overseeing store operations and maintaining compliance permits and IIPP procedures. Weekly Safety Meetings and Monthly Specific Training Meetings. Employee and Customer Equipment Training Trainer
Volt Services / Temp Service 2003 -2004
Toyota Material Handling 1987 – 2002
o Duties included; scheduling, training and maintaining IC and computerized forklift equipment in a customer service area in San Francisco, Marin, Sonoma, Napa, Lake and Humboldt counties Yale Material Handling, Chesapeake, VA. 1983- 1986
o Duties included: Delivery driver, forklift repair
Allstate Equipment, Chesapeake, VA. 1979-1984
o Duties included: Delivery driver, forklift technician 139
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NATEC INTERNATIONAL, INC.
EDUCATION
TCM / Forklift Technician Training
o Technician Training / TCM Diagnosis and Maintenance 1981 Yale Material Handling / Forklift Technician Training o Technician Training / EV-1 Electrical / SCR Controls 1984 Toyota Material Handling / Forklift Technician Training o Electric Truck Maintenance and Safety,
o LPG Fuel Systems, Fundamentals of a Forklift,
o 5FBC/E Access Codes, Customer Service Training,
o Troubleshooting/ Safety 5FG and 5FGC Forklifts 1996 - 1999 Santa Rosa Junior College Courses 2001 – 2002
o PC’s For New Users
o Advance Computer Hardware
o Web Pages 1- HTML
ADDITIONAL TRAINING CERTIFICATIONS
United Rentals, Safety Officer Training / OSHA Training o IVES Certified Instructor
Boom Lift, Scissor Lift
Counter Balance & Rough Terrain Forklift
o First – Aid / CPR
o Fire Prevention
o Hazardous Material
o Emergency Evacuation
Storm Water Pollution Prevention Plan –SWPPP
o Monthly Inspections
o DI Testing
o Best Management Practices
o Report Analysis
10 Hour OSHA Training
First-Aid / CPR Training
IVES Certified Instructor Re-Certification
Fall Protection Training
Fall Rescue
Commercial Scaffold Safety
Site Safety / Construction
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NATEC INTERNATIONAL, INC.
VICTOR SMALLWOOD
HEALTH & SAFETY SPECIALIST, CONTENT DEVELOPMENT, EH&S INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Victor Smallwood has 25 years of experience in industrial construction and inspections with over 15 years of safety management, resource logistics, operations and 5 years sales experience. He is knowledgeable and experienced in all types of mobile/non-mobile equipment and construction materials. He possesses a Homeland Security TWIC Card, and is certified OSHA (OTI) and MSHA Instructor for the U.S. Department of Labor.
Mr. Smallwood is highly skilled in many areas of Heavy Equipment Operation including, but not limited to Forklift, Man lift/Scissor Lift, Aerial Lift, Crane, Backhoe, Scaffolding, Fall Protection and much more.
He has several years’ experience as a Safety Manager, conducting daily safety meetings and performing field safety audits on employees and 3rd party contractors. He has performed safety inspections on PPE equipment fixed and temporary. He has inspected forklifts, mobile equipment, stationary engine powered equipment power tools, rigging, ladders and scaffolding. He is a highly qualified trainer of mobile equipment such as man-lifts, extended boom forklifts and industrial forklifts. He is an Operator of mobile equipment such as extended boom forklifts, industrial forklifts and man-lifts. Mr. Smallwood has investigated accidents, incidents and near misses as a Safety Manger. He has prepared detailed accident reports with root cause and developed standard operating procedures (SOP). He has trained other employees under the guidelines of CFR 30 MSHA, CFR 29 1926 OSHA. He has also educated employees on fall protection procedures and guide lines.
Mr. Smallwood also spent time as a Safety Manager and Trainer for Petrochem. He reviewed, implemented and enforced safety rules and procedures as per MSHA/OSHA requirements. He was responsible for all PICS, Browz and OSCA protocols and auditing procedures. He oversaw and coordinated the western region company’s safety program. Mr. Smallwood performed onsite unit, vessel, kiln inspection for repairs, safety concerns. He also maintained regional safety records and he also served as the company representative in safety audits by government agencies.
Mr. Victor Smallwood is a dedicated instructor and continues to be a strong asset to the NATEC team.
He is a certified AHA First Aid/CPR/AED Instructor. Most recently he has taught courses for NATEC clientele including LADWP, PG&E, City of Riverside, Long Beach Water, Orange County Sanitation District, Metropolitan Water District, and more. Moreover, he has experience with providing utility workers with Digger Derrick Inspections. As a full time employee, Victor conducts various Environmental Health and Safety Courses regularly, roughly 3-5 classes per week. When he is not in the classroom, he continues to improve our course materials and update them per any new regulations or upon client customization. His knowledge and passion for educating others on the importance of safety is undeniable. Mr. Smallwood is certainly a professional in the classroom, and his expertise in the subject matter goes without saying.
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NATEC INTERNATIONAL, INC.
PROFESSIONAL EXPERIENCE:
NATEC 2015- Current
Safety Specialist, Content Development, EH&S Instructor, PG&E Program Manager, LADWP Program Manager and Trainer
M&B Services
Safety Manager, Trainer, Project Manager
Petrochem
Safety Manager, Trainer, Operations Administrator
Stewart Service Inc.
Safety Director, Trainer, Operations Manger
CERTIFICATIONS
MSHA Instructor
Traffic Control Train the Trainer
AHA First Aid/CPR/AED Instructor
OSHA 510
OSHA 500
PG&E Aerial Lift Train the Trainer
Forklift
Scissor Lift
Commercial Driver’s License
o Doubles
o Hazard Load
o Triples
o Airbrakes
o Tankers
o Heavy Haul
Fall Protection – Competent Person
Fall Protection – Competent Inspector
Trenching & Shoring
Traffic Control
ATSSA Flagger
Trailer Hitch Safety
142 139
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NATEC INTERNATIONAL, INC.
ROBERT WASLEY
CONFINED SPACE, CSTI HAZWOPER INSTRUCTOR
SUMMARY OF QUALIFICATIONS
Robert Wasley has over twelve years of experience in the emergency service industry, education and management. He is a Hazardous Materials Specialist, Instructor and Subject Matter Expert (CSTI Outreach). Mr. Wasley has experience teaching wider range of hazardous materials courses including First Responder Operational, First Receiver Operations‐DECON, FRA, Tech/Specialist C‐G and Terrorism.
Moreover, he is also a Forklift and Health and Safety Instructor.
Mr. Wasley founded the Industrial Safety and Hazmat Training Group in the year 2000, with the goal of training others and reducing the risk of workplace accidents while keeping them in compliance with government regulations. Robert has been successfully meeting his training goals by providing high quality education and compliance-related services to both private industry and local government agencies. Through its relationship with other industry qualified and experienced professionals, he is able to maintain a high level of training and strives to exceed his students expectations.
Additionally, he has an extensive experience in EMS, Hazardous Waste Operations both with General Site Workers and Supervisors specializing in HAZCOM and chemical handling safety including a part of hazardous waste and hazard communications training for hospital pathology technician who use Formalin containing 10% formaldehyde. He is also familiar with Title 8 CCR 5217.
Currently, Mr. Wasley is teaching courses that include Certified Safety Professional (CSP), 40 Hour HAZWOPER (CSTI), Fall Protection, Excavation Safety, Hazardous Materials/Waste Sampling, HAZWOPER Supervisor, Forklift, Hazardous Materials Transport (DOT), Confined Space Entry, Hazardous Materials Specialist (CSTI), Incident Command System (CSTI) and Defensive Driving (National Safety Council).
Mr. Robert Wasley continues to be one of NATEC’s most trusted HAZWOPER, Confined Space and Forklift instructors. Robert has made training a key part of his career, and NATEC his proud to have him on board as an educator. Additionally, Mr. Wasley has experience with teaching courses virtually.
PROFESSIONAL EXPERIENCE:
❖ NATEC International, Inc. 2010-Current
• CSTI HAZWOPER, , Confined Space, Forklift, Trenching & Shoring Instructor, CSP ❖ Industrial Safety & HAZMAT Training Group 2000-Current • President, Instructor
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NATEC INTERNATIONAL, INC.
CERTIFICATIONS:
❖ Certified Safety Professional – Board of Certified Safety Professionals ❖ 40 Hour HAZWOPER, Environmental and Safety Resources (1998) and the California Specialized Training Institute (2001)
❖ Hazardous Materials Specialist, California Specialized Training Institute ❖ Incident Command System, California Specialized Training Institute ❖ Confined Space Entry, Environmental and Safety Resources ❖ Competent Person ‐ Fall Protection, The Safety Center (National Safety Council) ❖ Competent Person ‐ Excavation Safety, The Safety Center (National Safety Council) ❖ Hazardous Materials/Waste Sampling, University of Santa Cruz Extension ❖ HAZWOPER Supervisor, Environmental and Safety Resources ❖ DOT HM 49 CFR 172‐180, US Department of Transportation ❖ Forklift Operator Safety, Environmental and Safety Resources ❖ RCRA Hazardous Waste Generator, Environmental and Safety Resources ❖ CPR/First Aid Instructor, American Red Cross
Key Personnel References: LADWP, City of San Ramon, Myers and Sons. Please see Vol.I Chapter 4.b.Key Personnel References for additional information.
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Citywide Safety Consulting and Training Services
PROJECT NO. 2021-18
Committee Scoring- 1/6/22
Evaluation Criteria (As Detailed on Committee
Scoring Sheet)
Possible
Points
B and W
Compliance
Boretti DuAll Natec
References 10 8 9 6 9
Background of firm 10 7 9 10 9
Qualifications and Experience of Personnel 30 18 22 24 27 Level of Service 30 20 22 22 28
Cost 20 5 12 16 20
Total 100 58 74 78 93
Ranking (# according to score highest to lowest) 100 4 3 2 1 #18..
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CITY OF MODESTO
COUNCIL AGENDA REPORT
DATE OF MEETING:
May 3, 2022
Date: April 12, 2022
TO: Mayor and City Council
THROUGH: Joseph P. Lopez, City Manager
FROM: Laurie A. Smith, Director of Parks, Recreation and Neighborhoods SUBJECT: Lease Agreements with Del Rio CC Foundation (First Tee – Central Valley) and the Boys and Girls Clubs of Stanislaus County
CONTACT: Laurie A. Smith, Director of Parks, Recreation and Neighborhoods [email protected] (209) 577-5347
DESCRIPTION:
Consider approving lease agreements between the City of Modesto and Del Rio CC Foundation (First Tee – Central Valley) and City of Modesto and the Boys and Girls Clubs of Stanislaus County for lease of property located on Roselawn Avenue (APNs 037-036-007 and 037-051- 001) for operation of youth programming. (Funding Source: CDBG).
STRATEGIC PLAN ELEMENT:
This item supports the City of Modesto’s 2020-2025 Strategic Plan to promote trust and engagement through collaborating with community and civic organizations.
BACKGROUND:
The Boys and Girls Clubs of Stanislaus County’s mission is to impact the lives of young people by providing educational programs that enable young people to reach their full potential as productive, caring, and responsible adults. On January 26, 2016, the Boys and Girls Clubs of Stanislaus County (Club) entered into a Grant Agreement with the City for the provision of Community Development Block Grant funds to help finance the purchase and installation of a 3,600 sq. ft. custom modular building to house the West Modesto Boys and Girls Clubs.
Council, by Resolution No. 2016-19, entered into a five year lease with the Club to locate the modular in Martin Luther King Jr. Park (formerly Mellis Park). Although the lease expired on December 31, 2020, the City has allowed the Club to keep the modular onsite while working with the City on relocating it.
Del Rio CC Foundation, also known as First Tee – Central Valley (First Tee) is a youth development organization that enables kids to build strength of character by integrating the game of golf with a life skills curriculum designed to build inner strength, self-confidence, and resilience that kids can carry to everything they do. From 2003 through March 13, 2020, the #19..
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City Council, May 3, 2022
Lease Agreements with Del Rio CC Foundation (First Tee – Central Valley) and the Boys and Girls Clubs of Stanislaus County