Agenda packet — Modesto City Council, July 14, 2026 (part 4 of 8)

annual physicals with Life Extension Clinics, Inc., dba Life Scan Wellness Centers for a combined total amount not to exceed $1,400,000 over a term of five (5) years.

The agreements with Occu-Med, LTD and Life Extension Clinics, Inc., dba Life Scan Wellness Centers currently expire on June 30, 2026.

DISCUSSION:

On January 4, 2026, the City Manager authorized the Purchasing Manager to solicit the procurement for Occupational Medical Services. On February 23, 2026, the Purchasing Division issued Request for Proposals RFP-00071for the furnishing of occupational medical services on the City’s OpenGov public bidding website under various commodity codes.1 Prospective bidders were notified online and via email which included 4,430 of which 48 were local vendors of the bid opportunity. 46 companies downloaded the RFP document from OpenGov and three (3) were local vendors.

On March 24, 2026, proposals were formally opened in the City Clerk’s office and broadcast via Microsoft Teams Livestream. Out of the 20 responses received, no proposals were received by local providers.

An evaluation committee comprised of four (4) City staff members, which included Human Resources and Modesto Fire, evaluated the proposals and Councilmember David Wright was chosen to observe the RFP process. The evaluation was based on the following:
principal staff contact/ account manager, ability to address all RFP requirements or clearly identify areas of bidding, experience and qualifications, capacity/ accessibility/ scheduling, access/ reporting/ billing, references, cost and mobile clinic (on-site fire exams).

Based on being ranked highest in total evaluation criteria, the evaluation committee recommends the award of proposal for the Occupational Medical Services to Occu-Med, LTD, Fresno, California and Life Extension Clinics, Inc. dba Life Scan Wellness Centers, Tampa, Florida. Occu-Med LTD received the highest in access/ reporting/ billing and capacity/ accessibility/ scheduling while Life Extension Clinics, Inc. dba Life Scan Wellness Centers scored high in experience and qualifications and cost. Staff recommend awarding to more than one (1) vendor to accommodate all our occupational medical needs. Life Extension Clinics, Inc. dba Life Scan Wellness Centers will be assigned all the public safety annual exams while Occu-Med LTD will accommodate all other occupational medical needs.

Modesto Municipal Section 8-3.203 generally requires all purchases, which meet or exceed $100,000 for material, equipment, or contractual services to be formally bid. An Award of proposal and Agreements for Occupational Medical Services for Human 1 94874 – NIGP: Professional Medical Services (Including Physicians, Pharmacists, and All Specialties), 95207 – Alcohol and Drug Testing Services, 95856 – NIGP: Health Care Management Services (Including Managed Care Services), 96100 – NIGP:

Miscellaneous Services, No,.1 (Not Otherwise Classified), 96130 – NIGP: Employment Agency and Search Firm services (Including Background investigations and Drug Testing for Employment), and 96200 – NIGP: Miscellaneous Services, No. 2 (Not Otherwise Classified)
#20..
- 812 -
City Council, July 14, 2026
Agreements for Occupational Medical Services

Page 3 of 4 ends

Resource use to Occu-Med, LTD Fresno, California and Life Extension Clinics, Inc. dba Life Scan Wellness Centers Tampa, Florida, conforms to the Modesto Municipal Code because the City complied with the formal bid procedures and Occu-Med, LTD and Life Extension Clinics, Inc. dba Life Scan Wellness Centers were the highest ranked proposals based on the evaluation criteria.

FISCAL IMPACT:

The cost of the occupational medical services Agreements will be paid from various funds and is currently captured in the department’s Fiscal Year 2026/27 budget- Risk Management Workers’ Compensation Fund ($244,000 or 53.2%) and General Fund’s Fire Suppression Division ($214,500 or 46.8%). The total cost will not exceed $2,292,500 for all services over the full five (5) year term of the Agreements.

Anticipated Spend Occu-Med, LTD Life Extension
Clinics dba Life Scan
Wellness
Total Annual
Cost
Year One $220,210 $193,586 $413,796
Year Two $231,800 $203,775 $435,575
Year Three $244,000 $214,500 $458,500
Year Four $256,200 $224,153 $480,353
Year Five $267,790 $236,486 $504,276
$1,220,000 $1,072,500 $2,292,500
The Agreements represent an increase of $178,500 annually from the prior five (5) year Agreements attributed to healthcare cost increases, inclusion of drug and alcohol testing services, medical certificates for commercial drivers, and vaccine availability. In prior years, these services were connected to other contracts. Annually, approximately 200 drug and alcohol tests and 250 medical certificates for commercial drivers are conducted.

Prior FY Spend Occu-Med, LTD Life Extension Clinics
dba Life Scan
Wellness
Total Annual
Cost
7/1/2021 - 6/30/2022 $112,911 $125,184 $238,095
7/1/2022 - 6/30/2023 $98,207 $136,909 $235,116
7/1/2023 - 6/30/2024 $99,731 $157,932 $257,664
7/1/2024 - 6/30/2025 $80,808 $163,671 $244,479
7/1/2025 - 5/30/20262 $81,829 $171,684 $253,513
$473,486 $755,380 $1,228,867
COMMITTEE RECOMMENDATION:

This item was presented to the Finance Committee on June 22, 2026, and the Committee recommended forwarding the item to Council for approval. 2 This total spend is through 5/30/2026
#20..
- 813 -
City Council, July 14, 2026
Agreements for Occupational Medical Services

Page 4 of 4 ends

CEQA/NEPA REQUIREMENTS:

This item does not constitute a “project” within the meaning of California Environmental Quality Act (CEQA) Guidelines Section 15378 and requires no environmental review.

RECOMMENDED COUNCIL ACTION:

Staff Recommendations:

Resolution approving the Award of Proposal and Agreement for Occupational Medical Services to Occu-Med, LTD Fresno, California and Life Extension Clinics, Inc. dba Life Scan Wellness Centers Tampa, Florida for a two (2) year agreement with three (3) oneyear extension options, for an estimated annual combined amount of $458,500 and a total combined amount not to exceed $2,292,500 over five (5) years; and authorizing the Director of Finance to adjust Agreement totals between vendors based on contractors availability and department needs, ensuring the combined total amount does not change and authorizing the City Manager, or his designee, to execute the Agreements.

Approved by:

Christina Alger, Director of Human Resources
Joseph P. Lopez, City Manager
Attachments:

1. RESO – Occupational Medical Services 7.14.26

2. Agreement Occu-Med, LTD

3. Agreement Life Extension Clinics, Inc. dba Life Scan Wellness Centers

4. Occu-Med, LTD RFP Response Submittal

5. Life Extension Clinics, Inc. dba Life Scan Wellness RFP Response Submittal

6. Occu-Med, LTD Pricing

7. Life Extension Clinics, Inc. dba Life Scan Wellness Pricing

8. RFP 00071 Occupational Medical Services

9. RFP Insurance Requirements

10.RFP 00071 Scoring Abstract
#20..
- 814 -
07/14/2026/HR/Calger/Item # 1 2026-

MODESTO CITY COUNCIL
RESOLUTION NO. 2026-?

RESOLUTION APPROVING THE AWARD OF PROPOSAL AND

AGREEMENT FOR OCCUPATIONAL MEDICAL SERVICES TO OCCU-MED, LTD FRESNO, CALIFORNIA AND LIFE EXTENSION CLINICS, INC. DBA LIFE SCAN WELLNESS CENTERS TAMPA, FLORIDA FOR A TWO (2) YEAR AGREEMENT WITH THREE (3) ONE-YEAR EXTENSION OPTIONS, FOR AN ESTIMATED ANNUAL COMBINED AMOUNT OF $458,500 AND A TOTAL COMBINED AMOUNT NOT TO EXCEED $2,292,500 OVER FIVE (5) YEARS

AND AUTHORIZING THE DIRECTOR OF FINANCE TO ADJUST

AGREEMENT TOTALS BETWEEN VENDORS BASED ON CONTRACTORS

AVAILABILITY AND DEPARTMENT NEEDS, ENSURING THE COMBINED

TOTAL AMOUNT DOES NOT CHANGE AND AUTHORIZING THE CITY

MANAGER, OR HIS DESIGNEE, TO EXECUTE THE AGREEMENTS
WHEREAS, the City conducts approximately 550 medical exams for existing employees and applicants, arranges for approximately 500 drug and/or alcohol tests and additional medical exams/tests as required; and WHEREAS, these exams/tests help ensure employees and applicants meet established safety standards and can perform the essential functions of their positions; and
WHEREAS, a comprehensive occupational medical services program is essential to reducing workers’ compensation exposure, supporting regulatory compliance and minimizing risk related to negligent hiring or placement; and WHEREAS, the City Manager authorized the Purchasing Manager to issue a Request for Proposals (RFP) for Occupational Medical Services; and WHEREAS, on February 23, 2026, the Purchasing Division issued Request for Proposals RFP-00071 for the furnishing of occupational medical services on the City’s OpenGov public bidding website under various commodity codes. Prospective bidders were notified online and via email which included #20..
- 815 -
07/14/2026/HR/Calger/Item # 2 2026-
4,430 of which 48 were local vendors of the bid opportunity. 46 companies downloaded the RFP document with three (3) being local vendors; and WHEREAS, on March 24, 2026, proposals were formally opened in the City Clerk’s office and broadcast via Microsoft Teams Livestream. Out of the 20 responses received, no proposals were received by local providers; and WHEREAS, an evaluation committee comprised of four (4) City staff members, which included Human Resources, and Modesto Fire, evaluated the proposals. The evaluation was based on the following: principal staff contact, ability to address all RFP requirements or clearly identify areas of bidding, experience and qualifications, capacity/ accessibility/ scheduling, access/ reporting/ billing, references, cost and mobile clinic); and WHEREAS, based on being ranked highest in total evaluation criteria, the evaluation committee recommends the award of proposal for the Occupational Medical Services to Occu-Med, LTD, Fresno, California and Life Extension Clinics, Inc. dba Life Scan Wellness Centers, Tampa, Florida. Occu-Med LTD received the highest in access/ reporting/ billing and capacity/ accessibility/ scheduling while Life Extension Clinics, Inc. dba Life Scan Wellness Centers scored high in experience and qualifications and cost; and WHEREAS, the approval for Occupational Medical Services conforms to Modesto Municipal Section 8-3.203 as it requires all purchases, which meet or exceed $100,000 for material, equipment, or contractual services to be formally bid.

NOW, THEREFORE BE IT RESOLVED that that City Council of the City #20..
- 816 -
07/14/2026/HR/Calger/Item # 3 2026-
of Modesto hereby approves the award of proposal and Agreements for conducting citywide Occupational Medical Services to Occu-Med, LTD Fresno, California and Life Extension Clinics, Inc. dba Life Scan Wellness Centers Tampa, Florida for a two (2) year agreement with three (3) one-year extension options, for an estimated annual combined amount of $458,500 and a total combined amount not to exceed $2,292,500 over five (5) years.

BE IT FURTHER RESOLVED, that the Director of Finance is authorized to adjust Agreement totals between vendors based on contractors’ availability and department needs, ensuring the combined total amount does not change.

BE IT FURTHER RESOLVED that the City Manager, or his designee, is authorized to execute the agreements, in a form approved by the City Attorney. #20..
- 817 -
07/14/2026/HR/Calger/Item # 4 2026-
The foregoing resolution was introduced in a regular meeting of the Council of the City of Modesto held on the 14th day of July 2026, 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
(SEAL)
APPROVED AS TO FORM:

BY: ___________________________
JOSE M. SANCHEZ, City Attorney
#20..
- 818 -
1 ANNUAL AGREEMENT FOR
OCCUPATIONAL MEDICAL – AGREEMENT #326739
This agreement, hereinafter called AGREEMENT, made and entered into in the City of Modesto, State of California, this _______ day of ________________, 2026, by and between the City of Modesto, a municipal corporation of the State of California, hereinafter called CITY, and Occu-Med, LTD, a California corporation, hereinafter called CONTRACTOR.

W I T N E S E T H:

WHEREAS, the Modesto City Council adopted Resolution No. 2026 - ______ authorizing the Award of Proposal and agreement for the furnishing of Occupational Medical services to CONTRACTOR, attached hereto as Exhibit “A” and made a part hereof, and
WHEREAS, the CONTRACTOR provided a responsive and responsible submittal that best meets the CITY needs, attached hereto as Exhibit “B” and made a part hereof, and WHEREAS, the CITY and CONTRACTOR shall enter into an agreement for the furnishing of Occupational Medical services as described in RFP-00071, attached hereto as Exhibit “C” and made a part hereof (hereinafter called RFP).

NOW, THEREFORE, the parties hereto mutually agree as follows:

1. THE WORK:

A. CONTRACTOR shall furnish all labor, materials, equipment, fuel, tools, licenses, and insurance necessary to perform and complete the required work as specified in Exhibit “B”, and in strict accordance with the conditions of the complete AGREEMENT.

B. CONTRACTOR shall do and perform the work contemplated hereby in a good workmanlike manner under the direction of and to the satisfaction of the CITY Representative. #20..
- 819 -
2 C. CONTRACTOR shall maintain proper insurance with the CITY for the duration of the AGREEMENT.

D. CONTRACTOR shall maintain a CITY business license for the duration of the AGREEMENT.

E. CONTRACTOR shall furnish said services at the following AGREEMENT rates for an estimated annual amount of $244,000. The total amount paid by CITY to CONTRACTOR over the full term of the AGREEMENT shall not exceed $1,220,000. Unless the services provided are for a lump sum or flat fee, fees for work performed by CONTRACTOR on an hourly basis shall not exceed the amounts shown on Bid attached hereto as Exhibit "B".

F. The AGREEMENT pricing is attached hereto as Exhibit "E". Pricing during AGREEMENT Year one and two shall be as set forth in Exhibit "E", attached hereto and made a part hereof by this reference.

2. CITY REPRESENTATIVE:

CITY Representative is: Dawn Kelley, [email protected] Purchasing Representative: Lynn Schmidt, [email protected] The CITY Representative is not authorized to commit the CITY to changes in specifications, requirements, or scope of work, changes in price(s), period of performance or delivery date(s) or method of shipment. Changes of a contractual or business nature shall be effective only by written change to the AGREEMENT, issued by the City of Modesto, Purchasing Division.

3. CONTRACTOR CONTACT:

Chris St. George
(559) 435-2800 Ext.207
[email protected]

4. TERM OF AGREEMENT:

The term of the AGREEMENT 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.

Year 1: JULY 15, 2026 through JULY 14, 2027
Year 2: JULY 15, 2027 through JULY 14, 2028
Year 3: JULY 15, 2028 through JULY 14, 2029
Year 4: JULY 15, 2029 through JULY 14, 2030
Year 5: JULY 15, 2030 through JULY 14, 2031
Price increases for any subsequent AGREEMENT years following the second year shall not exceed the percentage change in the Consumer Price Index (CPI) for West Urban Area in any one AGREEMENT year and shall be negotiated through the Purchasing Division. Requests for price increases shall be #20..
- 820 -
3 submitted by CONTRACTOR in writing, ninety (90) days prior to the annual anniversary date of the AGREEMENT to be effective for the subsequent year.

Price adjustments for diesel fuel fluctuations may be considered. Thirty (30) day written notice is required for consideration. Any price adjustment shall be negotiated through the Purchasing Division and approved at the sole discretion of the CITY.

The index used to determine price adjustments on diesel fuel shall come from the Energy Information Administration Website: HTTPS://WWW.EIA.GOV/PETROLEUM/GASDIESEL/, California data.

5. INSURANCE REQUIREMENTS:

During the term of this AGREEMENT, CONTRACTOR shall maintain in full force and effect at its own cost and expense the insurance coverage as set forth in the attached Exhibit (D) to this AGREEMENT and shall otherwise comply with the other provisions of Exhibit (D) to this AGREEMENT. The city utilizes a software program “PINS Advantage” where vendor is responsible for uploading and maintaining updated insurance.

6. PAYMENT:

CONTRACTOR shall invoice CITY not less than once per month based on the cost for services performed and reimbursable costs incurred prior to the invoice date. All invoices shall be paid in full the following payment terms within thirty days after completion and acceptance of the Services by the CITY, and receipt of a properly prepared invoice, CITY will pay CONTRACTOR by Net 45 Days via manual check. The CITY is exempt from payment of Federal Excise Tax, and all invoices shall be exclusive of such excise tax.

Invoice to: City of Modesto
Attn: Accounts Payable
P.O. Box 642
Modesto, CA 95353
Email to: [email protected]
At a minimum, invoices shall state the following:
• This AGREEMENT number 326739
• CITY department/division name and address
• Billing period
• Service hours worked day and week
• Unit price, extended price, sales tax and total

7. INDEMNITY:

The CONTRACTOR shall hold the CITY, its agents, officials, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities, #20..
- 821 -
4 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 negligent or intentional act or omission of CONTRACTOR, or its agents, officials, officers, employees, or volunteers relating to or during the performance of its obligations under this AGREEMENT, except for claims arising from the willful or active negligence of the City. CONTRACTOR’s obligation to defend, indemnify, and hold the CITY, its agents, officials, officers, and employees harmless under the provisions of this paragraph is not limited to or restricted by any requirement in this AGREEMENT for CONTRACTOR to procure and maintain a policy of insurance.

8. VENUE & GOVERNING LAW:

This AGREEMENT shall be deemed made in, governed by, performed in, and construed and enforced in accordance with the laws of the State of California, without giving effect to its conflicts of laws provisions or principles.

9. ATTORNEY'S FEES:

If a party to this AGREEMENT brings any action, including an action for declaratory relief, to enforce or interpret the provision of this AGREEMENT, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose.

10. COMMENCEMENT AND COMPLETION OF THE WORK:

The work contemplated herein shall be commenced as immediately after the agreement administrator receives and has on file:

A. Proofs of insurance (approved by CITY Risk Manager); and B. Resolution No.2026 - _______;
C. CONTRACTOR Bid submittal;
D. RFP-00071;
E. Contractor’s City of Modesto business license

11. TERMINATION OF SERVICES:

Termination for Default: In the event either party fails to perform under this AGREEMENT or breaches any condition contained herein, the other party shall notify in writing the breaching party of the nonperformance. Within 10 days after receipt of notification, the breaching party shall correct any nonperformance to the reasonable satisfaction of the non-breaching party, or such other time as may be identified in the notice. Failure to correct any non-performance shall allow the non-breaching party to terminate this AGREEMENT for cause.
#20..
- 822 -
5 Termination by City for Convenience: The City may also terminate this AGREEMENT the Contractor's performance under the Agreement, either in whole or in part, at its own discretion and without cause.

Post-Termination Procedure
Upon receipt of a written notice of termination pursuant to either of the foregoing paragraphs, the CONTRACTOR shall:

A. Cease its work as directed in the notice of termination as of the termination date and see to it that its employees, subcontractors and agents are notified of such termination and act as specified in the notice of termination;
B. Terminate all orders and subcontracts except as necessary to complete any portion of the SERVICES that are 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, but in no event shall recovery by any CONTRACTOR or subcontractor include lost profits for portions of the SERVICES 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 CONTRACTOR in performing the SERVICES 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 SERVICES 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 SERVICES and/or property related to the SERVICES; H. If CITY so requests, and at CITY's cost, CONTRACTOR shall provide sufficient oral or written status reports to make CITY reasonably aware of the status of CONTRACTOR’s work on the SERVICES.

I. CONTRACTOR understands and agrees that CITY may, in CITY’s sole discretion, refuse to pay CONTRACTOR for that portion of CONTRACTOR's SERVICES which were performed by CONTRACTOR on the project prior to the termination date and which remain unacceptable and/or not useful to CONTRACTOR as of the termination date.

J. CITY will pay CONTRACTOR for SERVICES actually completed prior to the receipt of the termination notice or otherwise completed in accordance with the notice of termination. The final payment to the CONTRACTOR after termination for convenience shall be limited to amounts due and owing under the AGREEMENT at time of termination, including the following:

K. The cost of settling and paying valid claims arising out of the termination of the SERVICES such as subcontractor agreements or contracts for materials; #20..
- 823 -
6 L. The AGREEMENT price allocable to the portion of the SERVICES properly performed or goods supplied to the work site by the CONTRACTOR as of the date of termination, as determined in accordance with the notice of termination, reduced by any sums previously paid to the CONTRACTOR for such SERVICES.

12. COMPLIANCE WITH ALL LAWS:

CONTRACTOR hereby agrees that CONTRACTOR and its subcontractors, if any, in the performance of the SERVICES described herein, will comply with all federal, state, county and municipal laws, rules and regulations which may be applicable to the work herein contracted for, whether now in existence or hereafter adopted.

13. FAILURE TO PERFORM SATISFACTORY WORK:

It is agreed and understood that if the CONTRACTOR fails to perform the SERVICES as specified herein, CITY's representative may:

A. Consent to accept such unsatisfactory service with an appropriate adjustment in contract price, based on established cost factors,
B. Have such required work done by CITY forces or otherwise, and charge the cost thereof to the CONTRACTOR, or
C. Recommend termination of AGREEMENT between said the CONTRACTOR and the City of Modesto.

Those discrepancies and deficiencies in the SERVICES that remain 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 SERVICES not corrected or completed.

14. ASSIGNMENT OF RIGHTS:

The 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 acquisition of goods, services, or materials pursuant to this AGREEMENT or any allowed 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 makes final payment to The CONTRACTOR, without further acknowledgment by the parties (Government Code, Sections 4550-4554).

15. CITY PROCESS/PROCEDURE APPROVALS:

CITY approval of any process or procedure shall not relieve CONTRACTOR of its responsibility to furnish the required SERVICES meeting all specifications contained herein. #20..
- 824 -
7 16. CONTRACTOR'S RESPONSIBILITY FOR DAMAGES:

If CONTRACTOR damages any property belonging to the CITY or a third party, the CONTRACTOR will be required to make repairs immediately, at CONTRACTOR’s sole cost and expense, to the satisfaction of the CITY. In the event that CONTRACTOR fails to perform the necessary repairs, the CITY may either retain from the money due to CONTRACTOR an amount sufficient to repair the damage or perform the repairs and send an invoice to the CONTRACTOR for such costs, which shall be paid within thirty (30) days.

17. NOTICES:

Any notice, payment or instrument required or permitted by this AGREEMENT to be given or delivered to either party shall be deemed to have been received when personally delivered, or one calendar week following deposit of the same in any United States Post Office, registered or certified mail, postage prepaid, addressed as follows:

CONTRACTOR: Occu-Med, LTD
Attention: Chris St. George
2121 West Bullard Ave
Fresno, CA 93711
(559) 435-2800 Ext.207
[email protected]
CITY: City of Modesto
Purchasing Division
Attention: Lynn Schmidt
P.O. Box 642
Modesto, CA 95353
(209) 577-5405 [email protected]
Each party may change its address for delivery of notice by delivering written notice of such change of address to the other party.

18. SIGNATORY(IES) FOR CONTRACTOR:

Each signatory for CONTRACTOR below warrants and represents that it is legally competent to, and has full authority to, execute the AGREEMENT.

19. QUANTITIES:

No minimum or maximum is guaranteed or implied.

20. 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. #20..
- 825 -
8 21. 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.

22. NON-DISCRIMINATION:

A. During the performance of this AGREEMENT, CONTRACTOR and any allowed 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), sexual orientation, or any other basis prohibited by Federal or California law. Equal employment opportunity extends, but is not limited to recruitment, compensation, benefits, layoff, termination, and all other conditions of employment.

The CONTRACTOR and any allowed subcontractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free of such discrimination. The CONTRACTOR and any allowed 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, and 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. The CONTRACTOR and any allowed 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. The CONTRACTOR shall include the nondiscrimination and compliance provisions of this clause in any allowed subcontracts to perform SERVICES.

D. The 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 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 AGREEMENT.

E. By executing this AGREEMENT, CONTRACTOR certifies that it shall follow and be 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. #20..
- 826 -
9 23. CONTRACTOR LICENSES & PERMITS:

CONTRACTOR warrants and represents that it possesses and shall maintain all licenses and shall secure and maintain all necessary permits necessary to perform the SERVICES.

24. RECORDS:

All final versions of reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that CONTRACTOR prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the CITY. CONTRACTOR hereby agrees to deliver those documents to the CITY upon termination of the AGREEMENT, and the CITY may use, reuse or otherwise dispose of the documents without CONTRACTOR’s permission. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this AGREEMENT are prepared specifically for the City and are not necessarily suitable for any future or other use.

25. FACILITIES AND EQUIPMENT:

Except as set forth herein, CONTRACTOR shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this AGREEMENT. CITY shall make available to CONTRACTOR only the facilities and equipment listed in EXHIBIT “A” and “B”, and only under the terms and conditions set forth herein.

26. INDEPENDENT CONTRACTOR; NOT AGENT:

At all times during the term of this AGREEMENT, CONTRACTOR shall be an independent contractor and shall not be an employee of CITY. CITY shall have the right to control CONTRACTOR only insofar as the results of CONTRACTOR’s services rendered pursuant to this AGREEMENT. Except as City may specify in writing, CONTRACTOR shall have no authority, express or implied, to act on behalf of CITY in any capacity whatsoever as an agent. CONTRACTOR shall have no authority, express or implied, pursuant to this AGREEMENT to bind City to any obligation whatsoever.

27. DRUG FREE WORKPLACE:

CONTRACTOR certifies that it is following and in compliance with Sections 8350 8355 of Chapter 5.5 of the Government Code, Drug Free Workplace Act whereby each 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.

28. ASSIGNMENT:

Neither this AGREEMENT nor any SERVICES hereunder shall be subcontracted or assigned by CONTRACTOR without the prior written consent of the CITY in each and every instance. #20..
- 827 -
10 29. 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.

30. HEADINGS NOT CONTROLLING:

Headings used in the Agreement are for reference purposes only and shall not be considered in construing this AGREEMENT.

31. MISCELLANEOUS:

Time is of the essence in CONTRACTOR’s performance under each provision of this AGREEMENT.

32. ENTIRE AGREEMENT:

This Agreement and its exhibits contain the entire understanding between CONTRACTOR and CITY.

Additional or new terms contained in this AGREEMENT which vary from CONTRACTOR’S bid are controlling and are deemed accepted by CONTRACTOR by performance of any SERVICES or other commencement of performance hereunder. The terms and conditions of the RFP, attached hereto as Exhibit C, are incorporated herein. In the event of a conflict between the RFP and this AGREEMENT, this AGREEMENT shall control. All previous bids, offers and communications related 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 or exception to any of the terms, conditions, and provisions of this AGREEMENT shall be considered valid unless specifically agreed to in writing by the parties.

33. PARTIAL INVALIDITY:

W I T N E S E T H:

NOW, THEREFORE, the parties hereto mutually agree as follows:

1. THE WORK:

B. CONTRACTOR shall do and perform the work contemplated hereby in a good workmanlike manner under the direction of and to the satisfaction of the CITY Representative. #20..
- 829 -
2 C. CONTRACTOR shall maintain proper insurance with the CITY for the duration of the AGREEMENT.

D. CONTRACTOR shall maintain a CITY business license for the duration of the AGREEMENT.

E. CONTRACTOR shall furnish said services at the following AGREEMENT rates for an estimated annual amount of $214,500. The total amount paid by CITY to CONTRACTOR over the full term of the AGREEMENT shall not exceed $1,072,500. Unless the services provided are for a lump sum or flat fee, fees for work performed by CONTRACTOR on an hourly basis shall not exceed the amounts shown on Bid attached hereto as Exhibit "B".

F. The AGREEMENT pricing is attached hereto as Exhibit "E". Pricing during AGREEMENT Year one and two shall be as set forth in Exhibit "E", attached hereto and made a part hereof by this reference.

2. CITY REPRESENTATIVE:

3. CONTRACTOR CONTACT:

Jennifer Connelly
813-415-1770
[email protected]

4. TERM OF AGREEMENT:

The term of the AGREEMENT 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.

Year 1: JULY 15, 2026 through JULY 14, 2027
Year 2: JULY 15, 2027 through JULY 14, 2028
Year 3: JULY 15, 2028 through JULY 14, 2029
Year 4: JULY 15, 2029 through JULY 14, 2030
Year 5: JULY 15, 2030 through JULY 14, 2031
Price increases for any subsequent AGREEMENT years following the second year shall not exceed the percentage change in the Consumer Price Index (CPI) for West Urban Area in any one AGREEMENT year and shall be negotiated through the Purchasing Division. Requests for price increases shall be #20..
- 830 -
3 submitted by CONTRACTOR in writing, ninety (90) days prior to the annual anniversary date of the AGREEMENT to be effective for the subsequent year.

The index used to determine price adjustments on diesel fuel shall come from the Energy Information Administration Website: HTTPS://WWW.EIA.GOV/PETROLEUM/GASDIESEL/, California data.

5. INSURANCE REQUIREMENTS:

6. PAYMENT:

Invoice to: City of Modesto
Attn: Accounts Payable
P.O. Box 642
Modesto, CA 95353
Email to: [email protected]
At a minimum, invoices shall state the following:
• This AGREEMENT number 326743
• CITY department/division name and address
• Billing period
• Service hours worked day and week
• Unit price, extended price, sales tax and total

7. INDEMNITY:

The CONTRACTOR shall hold the CITY, its agents, officials, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities, #20..
- 831 -
4 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 negligent or intentional act or omission of CONTRACTOR, or its agents, officials, officers, employees, or volunteers relating to or during the performance of its obligations under this AGREEMENT, except for claims arising from the willful or active negligence of the City. CONTRACTOR’s obligation to defend, indemnify, and hold the CITY, its agents, officials, officers, and employees harmless under the provisions of this paragraph is not limited to or restricted by any requirement in this AGREEMENT for CONTRACTOR to procure and maintain a policy of insurance.

8. VENUE & GOVERNING LAW:

9. ATTORNEY'S FEES:

10. COMMENCEMENT AND COMPLETION OF THE WORK:

The work contemplated herein shall be commenced as immediately after the agreement administrator receives and has on file:

A. Proofs of insurance (approved by CITY Risk Manager); and B. Resolution No.2026 - _______;
C. CONTRACTOR Bid submittal;
D. RFP-00071;
E. Contractor’s City of Modesto business license

11. TERMINATION OF SERVICES:

Termination for Default: In the event either party fails to perform under this AGREEMENT or breaches any condition contained herein, the other party shall notify in writing the breaching party of the nonperformance. Within 10 days after receipt of notification, the breaching party shall correct any nonperformance to the reasonable satisfaction of the non-breaching party, or such other time as may be identified in the notice. Failure to correct any non-performance shall allow the non-breaching party to terminate this AGREEMENT for cause.
#20..
- 832 -
5 Termination by City for Convenience: The City may also terminate this AGREEMENT the Contractor's performance under the Agreement, either in whole or in part, at its own discretion and without cause.

Post-Termination Procedure
Upon receipt of a written notice of termination pursuant to either of the foregoing paragraphs, the CONTRACTOR shall:

K. The cost of settling and paying valid claims arising out of the termination of the SERVICES such as subcontractor agreements or contracts for materials; #20..
- 833 -
6 L. The AGREEMENT price allocable to the portion of the SERVICES properly performed or goods supplied to the work site by the CONTRACTOR as of the date of termination, as determined in accordance with the notice of termination, reduced by any sums previously paid to the CONTRACTOR for such SERVICES.

12. COMPLIANCE WITH ALL LAWS:

13. FAILURE TO PERFORM SATISFACTORY WORK:

It is agreed and understood that if the CONTRACTOR fails to perform the SERVICES as specified herein, CITY's representative may:

14. ASSIGNMENT OF RIGHTS:

15. CITY PROCESS/PROCEDURE APPROVALS:

CITY approval of any process or procedure shall not relieve CONTRACTOR of its responsibility to furnish the required SERVICES meeting all specifications contained herein. #20..
- 834 -
7 16. CONTRACTOR'S RESPONSIBILITY FOR DAMAGES:

17. NOTICES:

CONTRACTOR: Life Extension Clinics, Inc. dba Life Scan
Wellness Centers
Attention: Trudy Pastine
1011 North MacDill Ave
Tampa, FL 33607
(443) 603-8796
[email protected]
CITY: City of Modesto
Purchasing Division
Attention: Lynn Schmidt
P.O. Box 642
Modesto, CA 95353
(209) 577-5405 [email protected]
Each party may change its address for delivery of notice by delivering written notice of such change of address to the other party.

18. SIGNATORY(IES) FOR CONTRACTOR:

Each signatory for CONTRACTOR below warrants and represents that it is legally competent to, and has full authority to, execute the AGREEMENT.

19. QUANTITIES:

No minimum or maximum is guaranteed or implied.

20. 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. #20..
- 835 -
8 21. OTHER GOVERNMENT/PUBLICLY FUNDED AGENCIES:

22. NON-DISCRIMINATION:

C. The CONTRACTOR shall include the nondiscrimination and compliance provisions of this clause in any allowed subcontracts to perform SERVICES.

CONTRACTOR warrants and represents that it possesses and shall maintain all licenses and shall secure and maintain all necessary permits necessary to perform the SERVICES.

24. RECORDS:

25. FACILITIES AND EQUIPMENT:

26. INDEPENDENT CONTRACTOR; NOT AGENT:

27. DRUG FREE WORKPLACE:

28. ASSIGNMENT:

30. HEADINGS NOT CONTROLLING:

Headings used in the Agreement are for reference purposes only and shall not be considered in construing this AGREEMENT.

31. MISCELLANEOUS:

Time is of the essence in CONTRACTOR’s performance under each provision of this AGREEMENT.

32. ENTIRE AGREEMENT:

This Agreement and its exhibits contain the entire understanding between CONTRACTOR and CITY.

33. PARTIAL INVALIDITY:

IN WITNESS WHEREOF, the CITY OF MODESTO, a municipal corporation, has authorized the execution of this Agreement by its City Manager and attested by its City Clerk under authority of Resolution No. 2026- _______, adopted by the Council of the City of Modesto on the 14th day of July, 2026 and Life Extension Clinics, Inc. dba Life Scan Wellness Centers has caused this Agreement to be duly executed.
#20..
- 838 -
City of Modesto, CA Finance DeAnna Christensen, Director of Finance PO BOX 642, Modesto, CA 95353 [OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical RESPONSE DEADLINE: March 24, 2026 at 11:00 am Report Generated: Wednesday, March 25, 2026 Occu-Med Ltd. Response CONTACT INFORMATION Company: Occu-Med Ltd. Email: [email protected] Contact: Chris St. George Address: 2121 West Bullard Ave Fresno, CA 80218 Phone: (559) 435-2800 Ext: 207 Website: www.occu-med.com Submission Date: Mar 23, 2026 8:50 AM (Pacific Time) #20..
- 839 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical [OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 2 ADDENDA CONFIRMATION No addenda issued QUESTIONNAIRE 1. RFP Acknowledgement and Proposal RFP ACKNOWLEDGEMENT* Pass The party submitting acknowledges receipt of the referenced RFP and/or Addenda and offers and agrees to furnish the articles and/or and made a part hereof, this includes any forms for the pricing proposed on the Pricing Schedule. By checking the "please confirm" box below, you acknowledge the above statement. Confirmed 2. Proposer Company Information PROPOSER COMPANY FULL LEGAL NAME* Pass Please provide the full legal name of the company on this proposal. It may already be provided elsewhere, but please provide here to confirm. Occu-Med Ltd. PROPOSER COMPANY MARKETPLACE (OR DBA) NAME* Pass #20..
- 840 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical Please provide the Company Marketplace Name or DBA (if applicable). It may already be provided elsewhere, but please provide here to confirm. N[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 3 OTE: If the company is not operating under an additional name or a dba, then you may state "N/A" here. Occu-Med TYPE OF LEGAL ENTITY* Pass Is the Proposer Company a Corporation, Limited Liability Company, Partnership, or Sole Proprietorship? If the Proposer Company is something other than one of the above options, please answer "No" here and you will be asked to provide more information after this question. Yes TYPE OF LEGAL ENTITY - SELECT* Pass Please select which of the following legal entity options under which the Proposer Company operates. Corporation LEGAL ENTITY STATE OF REGISTRATION* Pass In which State is the Proposer Company registered? Delaware #20..
- 841 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical PROPOSER COMPANY HEADQUARTERS ADDRESS* Pass Please provide the full street address for the headquarters of the Proposer Company. Be sure to include the following: [OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 4 Full Street Address City State Country Postal Code 2121 West Bullard Ave Fresno, CA 93711 COMPANY WEBSITE ADDRESS Pass Please provide the full company website address for the Proposer Company. www.occu-med.com PROPOSAL CONTACT PERSON DETAILS* Pass Please provide the following information for the Contact person for this proposal: Name Title Phone (Office) #20..
- 842 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical [OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 5 Phone (Mobile) Mailing Address (Street Address, City, State, Postal Code) Fax Number Email Chris St. George BD Director 559.435.2800 x207 559.999.97713 Mobile 2121 West Bullard Ave., Fresno, CA 93711 F: 559.435.7200 [email protected] FEDERAL TAXPAYER IDENTIFICATION NUMBER (TIN)* Pass Please provide the Proposer Company's Federal Taxpayer Identification Number here. 522333519 DUNS & BRADSTREET (DUNS) NUMBER Pass Please provide the Proposer Company's Duns & Bradstreet (DUNS) Number here. 140436283 #20..
- 843 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical PROPOSER OFFICER NAMES AND TITLES* Pass Please provide the Names and Titles of the Top Three Proposer Officers in the following manner: [OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 6 Full Name, Full Title Full Name, Full Title Full Name, Full Title James Johnson; CEO Andrew Johnson; President Sherri Conley, Controller/Secretary YEARS IN BUSINESS* Pass For how long has the Proposer Company been in business? Please indicate in number of years. 46 CLOSEST PROPOSER OFFICE* Pass Please provide the address for the Proposer Office closest to the City of Modesto. Please be sure to provide: Full Street Address City State Country #20..
- 844 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical [OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 7 Postal Code 2121 West Bullard Ave Fresno CA USA 93711 CITY OF MODESTO BUSINESS LICENSE* Pass Does the Proposer Company currently possess a valid City of Modesto Business License? NOTE: An answer of "No", does not exclude the proposal from evaluation as it is not required until the contract begins. Yes CITY OF MODESTO BUSINESS LICENSE NUMBER* Pass You have indicated that the Proposer Company already possesses a City of Modesto Business License, please provide the business license number here. 1292512 PROPOSER FINANCIAL STATEMENTS* Pass Minimum Qualifications are mandatory for proposal consideration, and at a minimum shall include the following:
#20..
- 845 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical Financial Stability: determined by the selection committee. Within two (2) business days of City request, proposer shall provide a copy of their [OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 8 un- audited, 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, wner that explains ate of submittal, if such inability exists. One complete set of Financial Statements shall be submitted within two (2) business days of City request. Financial Statements, whether delivered via email, by an employee of the proposer, U.S. Postal Service, courier or package delivery service must be received by the City of Modesto, Purchasing Division within two (2) business days of request. Financial statements delivered via email should be sent to [email protected]. If sent via email, proposer is encouraged to follow-up with a phone call to Lynn Schmidt at (209) 577-5412, to confirm receipt. Failure of proposer to provide requested documents within two (2) business days, may disqualify proposer from further consideration. The City of Modesto assumes no responsibility for delay in the delivery of the Financial Statements to the City. CITY OF MODESTO, PURCHASING DIVISION 1010 10TH STREET, SUITE 5300 ATTN: Lynn Schmidt Occupational Medical #RFP-00071 MODESTO, CA 95354 By checking the box below, Proposer confirms that they understand the financial statement requirements as set forth above. Confirmed #20..
- 846 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical 3[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 9 . Pricing Schedule PRICING SCHEDULE* Pass Please download the below documents, complete, and upload. Pricing_Schedule.docx Pricing information has not been unsealed yet 4. City Forms PROPOSER EXCEPTIONS, CLARIFICATIONS, AMENDMENTS* Pass Does the Proposer have any exceptions, clarifications, or amendments to this RFP, sample agreement, or its associated specifications? No PROPOSER CUSTOMER REFERENCES* Pass Please download the below documents, complete, and upload. Proposer_Customer_Reference... Occu-Med-Customer_References_Form.pdf FINANCIAL INTEREST DISCLOSURE* Pass Please download the below documents, complete, and upload. Financial_Interest_Disclosu... #20..
- 847 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical Financial_Interest_Disclosure_Form_RFP.pdf PROPOSER COMPANY HISTORY STATEMENT* Pass Please download the below documents, complete, and upload. [OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 10 Proposer_Company_History_St... Occu-Med_Company_History_Statement.pdf PROPOSER EXPERIENCE AND QUALIFICATIONS* Pass Please download the below document, complete, and upload. Proposer_Experience_and_Qua... Experience_and_Qualifications.pdf PROPOSER WARRANTY STATEMENTS* Pass Please download the below documents, complete, and upload. Proposer_Warranty_Statement... Proposer_Warranty_Statements.pdf CALIFORNIA LEVINE ACT DISCLOSURE* Pass Please download the below documents, complete, and upload. Modesto_Levine_Act_Statemen... Modesto_Levine_Act_Statement_Form.pdf #20..
- 848 -
[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical 5[OCCU-MED LTD.] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 11 . Additional Proposal Items ADDITIONAL INFORMATION (IF NEEDED) Pass For any additional information requested or required by any of your previously provided answers or as stated within this RFP please upload the additional documentation here. Only include pricing under the Pricing Schedule section of this RFP. ModestoProposal.pdf SUBMITTAL CONFIRMATION* Pass Proposer hereby certifies that all information provided within this submittal is accurate to the best of their knowledge and acknowledges that they have provided proof of their authority to submit a proposal on behalf of the stated Company Name committing them to the information contained within said submittal. By checking the "please confirm" box below, you certify the above statement. Confirmed #20..
- 849 -

PROPOSER CUSTOMER REFERENCES FORM
Proposer shall provide a list of five current or former customers able to discuss prior experience with similar type of services requested by the City in the above-referenced RFP. Proposer’s references shall have similar volume and requirements to the City of Modesto’s as described in the above-referenced RFP. Proposers failing to provide references may be deemed as non-responsive.

The City may contact some or all of the references provided in order to determine the Proposer’s performance record on services similar to that described in the above-referenced RFP. The City reserves the right to contact references other than those provided in Proposer’s submission 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 or
Governmental
Agency:

Date Range of
Service:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code:

Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
#20..
- 850 -
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
#20..
- 851 -

FINANCIAL INTEREST DISCLOSURE FORM
Any contract award to result from this RFP process and Proposer’s submission of a Proposal therewith will require approval by a majority vote of the City of Modesto’s City Council. In order to have full transparency in any City of Modesto commercial actions, the City Council may not approve an agreement between the City and the Proposer until all persons with a direct or indirect financial interest of greater than $2,000 in the Proposer are identified by name.

Proposer must therefore complete this 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 City Council agenda items without the disclosure will be removed from the Council agenda.

Financial Interest Disclosure to City of Modesto
Proposer shall identify any person with a financial interest in the Proposer by name, below.

For the purposes of this disclosure, a “Financial Interest” shall have the meaning contained in Modesto Municipal Code section 2-10.02.

Persons having an aggregate economic interest in the Proposer less than two thousand dollars ($2,000.00) at all times prior to final Council action of the proposed contract are not required to be listed on the Financial Interest Disclosure.

Notwithstanding the foregoing, a Financial Interest Disclosure is not required for a Proposer meeting the financial criteria for listing on the New York or the Pacific Stock exchanges unless it is reasonably foreseeable that a City Council decision will increase or decrease that entity's gross revenues or expenses by one million dollars ($1,000,000) or more and the requirements of Modesto Municipal Code Section 2-

10.03(h) are satisfied.

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 Proposer is true, correct and complete. By signing below, 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.
#20..
- 852 -
Print Names of Persons Having a Financial Interest in Proposer Receiving this Agreement:

First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
First Name, Last Name
By signing this document, I agree to the information contained within.

Proposer Company Name:

Name of Proposer Signatory:

Signature of Proposer Representative:
#20..
- 853 -

The Proposer’s company history overview statement shall be approximately one to three pages in length and inserted below:

Proposer Company Legal Name: Insert Proposer Logo Here (if existent):

Insert Proposer Company History Overview Statement Beginning Here:
#20..
- 854 -
#20..
- 855 -
#20..
- 856 -
#20..
- 857 -
#20..
- 858 -
#20..
- 859 -
#20..
- 860 -
#20..
- 861 -
#20..
- 862 -
#20..
- 863 -
#20..
- 864 -
1 Kayvon Yadidi, D.O., QME
132 S. Beaudry Ave.

Los Angeles, Ca 90012
E-mail: [email protected]
Education: University of California UCLA
Los Angeles, CA
B.S. Degree in Biology
June 1989
Western University of Health Sciences
Pomona, CA
Doctor of Osteopathic Medicine Degree
June 1993
Internship: University of Southern California
Los Angeles County Medical Center
July 1993-June 1994
Residency: Internal Medicine/University of Southern California Los Angeles County Medical Center
July 1994-June 1996
Fellowship: General Internal Medicine/Ambulatory Care
University of Southern California
Los Angeles County Medical Center
July 1996-June 1997
Masters: Masters of Medical Education Program
University of Southern California
August 1996-December 1997

Certification: Diplomat American Board of Internal Medicine Number 170951 (expired 2008)

National Boards of Medical Examiners
Parts I, II and III
California Physician & Surgeon License
DEA License

#20..
- 865 -
2 Qualified Medical Examiner
Certified X-ray technician supervisor
Certified Department of Transportation (DOT) examiner
Employment:

December 2025 Chief Medical Officer
Present Agile Occupational Medical Group
July 2025 Chief Medical Officer
December 2025 Akeso Occupational Health
Jan. 2025 Regional Medical Director
July 2025 Akeso Occupational Health
Oct. 2013 Medical Director
Jan. 2025 Proactive Work Health Services
May 1, 2012 Medical Director
Sept. 2013 Prohealth Medical Group
April 2008 Medical Director
Sept. 2013 Glendale Memorial Occupational Medical Group August 2003 Medical Director
Present Internal Medicine Consultants
August 2003 Physician/partner
April 2008 Healthline Medical Group, Van Nuys, CA
Jan. 2000 Medical Director
August 2003 U.S. Health Works, Chatsworth, CA
June 1997 Staff Physician
Dec. 1999 Healthline Medical Group, Van Nuys, CA
July 1996 Staff Physician Division of Internal Medicine June 1997 Los Angeles County Medical Center
#20..
- 866 -
3 Dec. 1995 Urgent Care Physician Healthline Medical Group Dec. 1999 Van Nuys, CA
Nov. 1994 Staff Physician
Dec. 1995 Department of Emergency Medicine
Coast Plaza Doctors Hospital, Norwalk, CA
Jan. 1987 Assistant Director of Education
June 1989 UCLA, AIDS Clinical Research Center
Los Angeles, CA
Jan. 1987 Assistant to the Editor
June 1989 AIDS Medical Update and AIDS Nursing update
Jan.1986 Research Assistant
Jan.1987 UCLA Projects on Aging
Los Angeles, CA
Special Skills:
language
Familiar with labor code laws and regulation
Minor surgical procedures and eye procedure
Arthrocentesis/injections (including PRP and steroid)

Currently responsible in managing 9 industrial clinics
With 4 full time physician and 22 mid level providers.

Awards: -1994

Abstract accepted for competition, American College of
Physician 1994
Memberships: Credentialing Committee, Promesa Health
Pharmacy & Therapeutics Committee, Promesa Health
American Osteopathic Association
UCLA Alumni Association
Languages: English, Persian (Speak, write and read fluently) Spanish (Medical language)
References: Available upon request
#20..
- 867 -
#20..
- 868 -
                                              




      
 





   

                       #20..
- 869 -
#20..
- 870 -
#20..
- 871 -

Notwithstanding any other provisions of this RFP, Proposer warrants that the materials, supplies, or other services furnished under any contract or purchase order resulting from its Proposal shall be on the most suitable grade and meet or exceed the standards set forth in this RFP. Such warranty shall include the following; performance, workmanship, labor, materials, and Proposer design or engineering contributions. If a defect is discovered in any item of the materials, assemblies, components, supplies or services covered in this Proposal, Proposer shall correct at its sole expense, all such defects as are reported within 30 days of City’s final acceptance. Upon expiration of the applicable warranty period, all such liability shall terminate except for fraud or such gross mistakes as amount to fraud, latent defects, or specific failure to comply with the terms or any resultant purchase order.

All materials, parts, labor, assemblies and components shall by subject to the warranty conditions and terms unless specifically exempted in writing by the City of Modesto.

Proposer Company Legal Name: Insert Proposer Logo Here (if existent):

Insert Proposer Warranty Statement Beginning Here:
#20..
- 872 -
California Levine Act Disclosure
California City
if
and for . .
-
ity

1. ity
contract?
___ YES ___ 2.
ity
___ YES ___
#20..
- 873 -
may
ity _________________ _____________________________ Date _____________________________ #20..
- 874 -
#20..
- 875 -
#20..
- 876 -
#20..
- 877 -
#20..
- 878 -
#20..
- 879 -
#20..
- 880 -
#20..
- 881 -
#20..
- 882 -
#20..
- 883 -
#20..
- 884 -
#20..
- 885 -
#20..
- 886 -
City of Modesto, CA
Finance
DeAnna Christensen, Director of Finance
PO BOX 642, Modesto, CA 95353
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071
Occupational Medical
RESPONSE DEADLINE: March 24, 2026 at 11:00 am
Report Generated: Wednesday, March 25, 2026
Life Extension Clinics, Inc. D/B/A Life Scan Wellness Centers Response

CONTACT INFORMATION
Company:

Life Extension Clinics, Inc. D/B/A Life Scan Wellness Centers Email:
[email protected]
Contact:

Trudy Pastine
Address:

Corporate: 1011 North MacDill Ave Tampa, FL 33607 Tampa, FL 33607 Phone:

N/A
Website:
www.lifescanwellness.com
Submission Date:

Mar 24, 2026 10:36 AM (Pacific Time)
#20..
- 887 -
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 2

ADDENDA CONFIRMATION
No addenda issued

QUESTIONNAIRE

1. RFP Acknowledgement and Proposal RFP ACKNOWLEDGEMENT* PassThe party submitting 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 in Proposer’s Proposal and Forms provided by the City attached hereto and made a part hereof, this includes any forms for the pricing proposed on the Pricing Schedule. By checking the "please confirm" box below, you acknowledge the above statement. Confirmed 2. Proposer Company Information PROPOSER COMPANY FULL LEGAL NAME* PassPlease provide the full legal name of the company on this proposal. It may already be provided elsewhere, but please provide here to confirm. Life Extension Clinics,Inc. PROPOSER COMPANY MARKETPLACE (OR DBA) NAME* Pass #20..
- 888 -
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 3 Please provide the Company Marketplace Name or DBA (if applicable). It may already be provided elsewhere, but please provide here to confirm. NOTE: If the company is not operating under an additional name or a dba, then you may state "N/A" here.

Life Scan Wellness Centers TYPE OF LEGAL ENTITY* PassIs the Proposer Company a Corporation, Limited Liability Company, Partnership, or Sole Proprietorship? If the Proposer Company is something other than one of the above options, please answer "No" here and you will be asked to provide more information after this question. Yes TYPE OF LEGAL ENTITY - SELECT* PassPlease select which of the following legal entity options under which the Proposer Company operates. Corporation LEGAL ENTITY STATE OF REGISTRATION* PassIn which State is the Proposer Company registered? Florida #20..
- 889 -
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 4 PROPOSER COMPANY HEADQUARTERS ADDRESS* PassPlease provide the full street address for the headquarters of the Proposer Company. Be sure to include the following:
Full Street Address City State Country Postal Code Life Scan Wellness Centers-1011 North MacDill Avenue, Tampa, FL 33607 COMPANY WEBSITE ADDRESS PassPlease provide the full company website address for the Proposer Company. WWW. Lifescanwellness.com PROPOSAL CONTACT PERSON DETAILS* PassPlease provide the following information for the Contact person for this proposal:
Name Title Phone (Office) Phone (Mobile)
#20..
- 890 -
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 5 Mailing Address (Street Address, City, State, Postal Code) Fax Number Email
Chief Todd LeDuc, Ret. CEO, 813-876-0625, 954-410-3862 , 1011 North MacDill Avenue, Tampa, Fl 33607, 813-876-0653, [email protected] FEDERAL TAXPAYER IDENTIFICATION NUMBER (TIN)* PassPlease provide the Proposer Company's Federal Taxpayer Identification Number here. 59-3530228 DUNS & BRADSTREET (DUNS) NUMBER Please provide the Proposer Company's Duns & Bradstreet (DUNS) Number here. No response submitted PROPOSER OFFICER NAMES AND TITLES* PassPlease provide the Names and Titles of the Top Three Proposer Officers in the following manner:
Full Name, Full Title Full Name, Full Title Full Name, Full Title Patricia Johnson, COB Mike Terran, CFO
#20..
- 891 -
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 6 Chief Todd LeDuc, CEO YEARS IN BUSINESS* PassFor how long has the Proposer Company been in business? Please indicate in number of years. 28 years CLOSEST PROPOSER OFFICE* PassPlease provide the address for the Proposer Office closest to the City of Modesto. Please be sure to provide:
Full Street Address City State Country Postal Code Life Scan Wellness Centers-1011 North MacDill Avenue, Tampa, FL 33607 CITY OF MODESTO BUSINESS LICENSE* PassDoes the Proposer Company currently possess a valid City of Modesto Business License? NOTE: An answer of "No", does not exclude the proposal from evaluation as it is not required until the contract begins.

No
#20..
- 892 -
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 7 PROPOSER FINANCIAL STATEMENTS* PassMinimum Qualifications are mandatory for proposal consideration, and at a minimum shall include the following: Financial Stability: City staff will request financial statements from the proposer whose proposal is determined to best meet the City’s needs, as determined by the selection committee. Within two (2) business days of City request, proposer shall provide 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 within two (2) business days of City request. Financial Statements, whether delivered via email, by an employee of the proposer, U.S. Postal Service, courier or package delivery service must be received by the City of Modesto, Purchasing Division within two (2) business days of request. Financial statements delivered via email should be sent to [email protected]. If sent via email, proposer is encouraged to follow-up with a phone call to Lynn Schmidt at (209) 577-5412, to confirm receipt. Failure of proposer to provide requested documents within two (2) business days, may disqualify proposer from further consideration. The City of Modesto assumes no responsibility for delay in the delivery of the Financial Statements to the City. CITY OF MODESTO, PURCHASING DIVISION 1010 10TH STREET, SUITE 5300 ATTN: Lynn Schmidt Occupational Medical #RFP-00071 MODESTO, CA 95354 #20..
- 893 -
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 8 By checking the box below, Proposer confirms that they understand the financial statement requirements as set forth above. Confirmed 3. Pricing Schedule PRICING SCHEDULE* PassPlease download the below documents, complete, and upload. Pricing_Schedule.docx
Pricing information has not been unsealed yet

4. City Forms PROPOSER EXCEPTIONS, CLARIFICATIONS, AMENDMENTS* PassDoes the Proposer have any exceptions, clarifications, or amendments to this RFP, sample agreement, or its associated specifications? No PROPOSER CUSTOMER REFERENCES* PassPlease download the below documents, complete, and upload. Proposer_Customer_Reference...

Modesto_Proposer_Customer_References_Form_3_14_2026.pdf FINANCIAL INTEREST DISCLOSURE* #20..
- 894 -
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 9 PassPlease download the below documents, complete, and upload. Financial_Interest_Disclosu...

LEC_Financial_Information_complete.pdf PROPOSER COMPANY HISTORY STATEMENT* PassPlease download the below documents, complete, and upload. Proposer_Company_History_St...

Proposer_Company_History_Statement_Form_Life_Extension_Clinics,_Inc_3_23_2026.pdf PROPOSER EXPERIENCE AND QUALIFICATIONS* PassPlease download the below document, complete, and upload. Proposer_Experience_and_Qua...

City_of_Modesto_Proposors_Qualification_Statement_Life_Scan_Wellness_Centers_Response_3_14.pdf PROPOSER WARRANTY STATEMENTS* PassPlease download the below documents, complete, and upload. Proposer_Warranty_Statement...

Proposer_Warranty_Statements_Life_Extension_Clinics,_Inc_3_23_2026.pdf CALIFORNIA LEVINE ACT DISCLOSURE* Pass #20..
- 895 -
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT RFP No. RFP-00071 Occupational Medical
[LIFE EXTENSION CLINICS, INC. D/B/A LIFE SCAN WELLNESS CENTERS] RESPONSE DOCUMENT REPORT Request For Proposal - Occupational Medical Page 10 Please download the below documents, complete, and upload. Modesto_Levine_Act_Statemen...

Modesto_Levine_Act_Statement_Form_signed.pdf 5. Additional Proposal Items ADDITIONAL INFORMATION (IF NEEDED) For any additional information requested or required by any of your previously provided answers or as stated within this RFP please upload the additional documentation here.

Only include pricing under the Pricing Schedule section of this RFP.

No response submitted SUBMITTAL CONFIRMATION* PassProposer hereby certifies that all information provided within this submittal is accurate to the best of their knowledge and acknowledges that they have provided proof of their authority to submit a proposal on behalf of the stated Company Name committing them to the information contained within said submittal. By checking the "please confirm" box below, you certify the above statement. Confirmed #20..
- 896 -

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code:

Address:

Company Name:

Annual Contract Value $
Service:

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code:

Address:

Company Name:
information gained from them in the award process.
2022 to Present (Fire Department)
Fire Department and Police Department
916-390-9719
[email protected]
Chief David Lauchner, Fire Department
Sacramento, CA
5801 Florin Perkins Rd
City of Sacramento Fire and Police Departments
250,000.00
Assistant Chief Scott Quirate
Carmarillo, Ca
165 Durley Avenue
Ventura County Fire Department
[email protected]
2021- Present
Fire Department
850-389-9726
400,000.00
#20..
- 897 -
Annual Contract Value $
Services:

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code
Address:

Company Name:

Annual Contract Value $
Services:

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code
Address:

Company Name:

Annual Contract Value $
Services:

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code
Address:

Company Name:
2019- Present
Police and Fire Departments
C 948-867-2836
[email protected]
Sr. Police Officer Adam Stephens
Williamsburg, VA
4600 Opportunity Way
James City County Police and Fire Departments
140,000.00
2022- Present
Fire Department
408-615-4935
[email protected]
Chief Jenn Panko
Santa Clara, CA 95050
777 Bento St.

City of Santa Clara Fire Department
270,000.00
2017 to present
City Police and Fire Departments
Major Tedesco-727-562-4334 Chief Johnson-727-444-7242
[email protected] and [email protected] PD- Major Anthony Tedesco /FD Division Chief Todd Johnson Clearwater, 33746
1716 Belcher Road
City of Clearwater Fire and Police Departments
240,000.00
#20..
- 898 -
#20..
- 899 -
#20..
- 900 -

PROPOSER COMPANY HISTORY STATEMENT
Company History Statement - Proposer shall have been in business for a minimum of three continuous years (immediately prior to the time of the City’s solicitation) providing the services described in this Invitation for The Proposer’s company history overvie
Proposals (RFP).
w statement shall be approximately one to three pages in length and Proposer Company Legal Name:
inserted below:

Insert Proposer Logo Here (if existent):

Insert Proposer Company History Overview Statement Beginning Here:

Life Extension Clinics, Inc. D/B/A Life Scan
Wellness Centers
address the modern health challenges facing the public safety community. to evolve, recently expanding into behavioral health partnerships and specialized cancer screenings to Under the leadership of CEO Todd LeDuc, a retired Fire Chief, Life Scan Wellness Centers continues responders.
of early detection for cancer, heart disease, and strokes, significantly improving outcomes for first • Innovative Diagnostics: We pioneered the use of ultrasound-aided physical exams as a cornerstone NFPA 1582, NFPA 1583, and OSHA 1910.134 standards.
• Standards-Driven Programs: Our clinical protocols are built on a foundation of strict compliance with performing more than 40,000 to 50,000 exams annually.
• Proven Scale: Today, Life Scan is the nation's leading provider of enhanced public safety physicals, cities and counties across the United States.
• National Footprint: The organization has successfully implemented its wellness model in over 550 medical needs of firefighters and law enforcement personnel. • Decades of Specialized Service: For over 28 years, Life Scan has exclusively focused on the unique Key Milestones and Experience:
occupational medicine.

Scan has been dedicated to protecting those on the front lines by integrating advanced screening with diseases specifically prevalent in high-stress, high-risk public safety roles. Since its inception, Life recognized a critical gap in traditional occupational health: the early detection of life-threatening Life Scan Wellness Centers was co-founded in 1998 by Patricia Johnson and Mike Terrana, who Company History and Overview
#20..
- 901 -
#RFP-00071| LifeScanWellness.com
10 DBA Life Scan Wellness Centers
Life Extension Clinics, Inc.

Proposers Qualification Statement
1 North MacDill Avenue
lifescanwellness.com
(813) 876-0625
Tampa, FL 33607

1. Firm Background and Organizational Information
RFP
CA Supervisory Physician
Corporate Medical Director
Incorporated
Number of Employees
Email
Authorized Signature
Contact Numbers
Testing Site
#RFP-00071 Occupational Medical
Dr. Adam Corrado, M.D.

Anthony L. Capasso, M.D. P.A.

Florida, August 1998
100+
[email protected]
Chief Todd LeDuc, Ret. CEO
Fax (813) 876-0653
Phone (813) 876-0625
of Modesto
On-site location designated and provided by: City
#20..
- 902 -
#RFP-00071| LifeScanWellness.com
We are pleased to share the following response to Occupational Medical #RFP-00071. The information contained in this proposal is true and Life Extension Clinics, Inc. D/B/A Life Scan Wellness Centers was founded in 1998 to provide first responders with life-saving complete to the best of my knowledge.
early detection of
diseases. Today, we are the nation’s leading provider of NFPA 1582/1583 compliance physicals, and provide on-site programs to 550 Fire Service, In this proposal, you will find more information on the complete on-site package we have prepared for the City of Modesto. We m EMS, and Law Enforcement Departments nationwide.
eet all
Our comprehensive on-site services include a dedicated team assigned to the City of Modesto that includes an Advanced Registere requirements as set for in this RFP.
d Nurse
Practitioner, Ultrasound Sonographer, and Clinical Exercise Physiologist. These professionals provide personalized health examinations Our On-Site Life Scan Public Safety Physicals require a very small footprint in a facility or facilities provided by the City o ultrasound sonography, as well as a personalized wellness plan. and screening services. Each of your participants receives potentially life-saving screenings, including advanced blood laboratory analysis and f Modesto Fire and
Police Departments that includes three private rooms.
• Room 3: Exercise Physiologist exam room. It requires space for 1 small desk/table, 2 chairs, an exercise floor mat, and a stan • Room 2: Ultrasound Technologist exam room. Requires space for 1 small desk/table, 2 chairs, and a portable exam table. • Room 1: Nurse Practitioner exam room. Requires space for 1 small desk/table, 2 chairs, and a portable exam table. dard
treadmill.

Each of your members receives potentially life-saving screenings, including advanced blood laboratory analysis and ultrasound sonography, as well With over 26 years of experience as the nation’s leading Public Safety physical provider and an outstanding record of success, as a personalized wellness plan.

Life Scan Wellness
Centers is the best choice for the City of Modesto. We look forward to your response. #20..
- 903 -
#RFP-00071| LifeScanWellness.com
Life Scan Wellness Centers is the nation’s leading provider of NFPA

2. Relevant Experience and Qualifications
158/1583 compliant physicals.

Leadership Board.

Broward County Sheriff Fire Rescue. He recently retired as Fire Chief and now serves on the company’s Corporate enforcement personnel. Among its early proponents was Chief Todd J. LeDuc, who served for over 30 years as The newly formed company quickly found a need for its services among first responders: fire fighters, EMS and law onsite screenings and examinations.
the latest medical technology, to detect potential problems early, and to bring these services directly to people through earlier!” went from a rallying cry to their mission: to create easily accessible and effective healthcare screenings, using the pain of losing a loved one from a potentially preventable medical condition. “If only we could have found it Life Scan Wellness Centers was founded in 1998 by Patricia Johnson and Mike Terrana. Both experienced firsthand leading to life-saving early intervention.
50,000 abnormal readings, which could then be followed up by participants with their personal physicians, potentially We serve over 550 Fire Service, EMS, and Law Enforcement Departments. To date, we have identified more than #20..
- 904 -
#RFP-00071| LifeScanWellness.com
experience higher rates of both cancer, cardiovascular disease, and mental health challenges compared to the public.

According to the Centers for Disease Control and Prevention (CDC), first responders and emergency workers Cancer
Firefighters have been found to have a significant increase in cancer diagnoses and cancer-related Cardiovascular Disease:
smoke, chemicals, and other carcinogens during their duties. deaths compared to the general population. This is attributed to their exposure to hazardous substances like First responders, including police officers and firefighters, face a higher risk of Mental Health:

For instance, police officers may face a risk of cardiac death up to 70 times higher during stressful situations. deprivation, high-stress situations, and exposure to hazardous environments, contribute to this increased risk. cardiovascular disease. The stress and physical demands of their jobs, combined with factors like sleep First responders face significant mental health challenges due to the nature of their work. first responders to help them cope with the demands of their jobs. symptoms of PTSD. These statistics highlight the critical need for mental health support and interventions for Nearly one-quarter of public safety telecommunicators experience depression, and as many as 24% have than in the line of duty, and EMS clinicians are also at a higher risk of suicide compared to the general public. traumatic stress disorder (PTSD). Firefighters and law enforcement officers are more likely to die by suicide Approximately 30% of first responders develop mental health challenges including depression and postFirst Responder Mental Health and Suicide: An Evidence-Based approach | EMS.gov supplementalresearchbulletin-firstresoonders-may2018.pdf Firefighter Cancer Rates: The Facts from NIOSH Research | Blogs | CDC mitigate these health issues — and the need for Life Scan Wellness Centers’ services for City of Modesto.

These elevated risks highlight the importance of proactive health monitoring and support for first responders to help #20..
- 905 -
#RFP-00071| LifeScanWellness.com
Abnormal Finding
screenings for one year.

The table below provides a list of the various screenings performed, the number of findings, and the total number of disease, behavioral health and other health issues.

These in-depth physicals have proven time and time again the importance of early detection of cancer, cardiovascular organization with over 550 fire service, EMS, and law enforcement departments.

Over its successful history, Life Scan Wellness Centers has grown into a nationally recognized Demonstrated History of Successful Public Safety Physicals Abnormal (tot)
Abnormal Cholinesterase
APRN Physical Exam
64 Decreased WBC's 229
Elevated BUN/Creatinine & low eGFR 647
Elevated Heavy Metals 28
Elevated Hemoglobin Alc > 6.4% 920
Elevated LDL/HDL Ratio >3.6 and/or LDL >190 3577
Elevated Liver Enzymes 3128
Elevated Triglycerides > 150 mg/dL 5182
High or Low TSH level 1113
Increase PSA > Ing/mL over 1 year or > 4ng/mL 392
Low Platelets 274
Low Testosterone < 200 ng/dL 899
Positive Hemoccult 7
Abnormal PFT's (Fail per NFPA)
Pulmonary Function
Exercise PHysiologist Exam
102
Stage 2 HTN BP > 160/100mmHg
Hypertension
200
Undiagnosed Stage 1 HTN BP > 140/90mmHg 2162
Overweight >30%(Female)
Body Fat %
397
Overweight >25% (Male) 2206
Unable to stress R/T significant finding
Cardiovascular
203
Abnormal resting EKG 525
Abnormal rhythm or BP response to GXT 627
METs <10 2624
VO2 <34mL/kg/min 2090
#20..
- 906 -
#RFP-00071| LifeScanWellness.com
Abnormal Finding Abnormal (tot)
Bicuspid Aortic Valve
Cardiovascular
Ultrasound studies
86 Carotid Stenosis > 50% 41
Dilated Aortic Root > 4.0 cm 497
Left Ventricular Hypertrophy 10
Low Ejection Fraction < 50% 1367
Mitral Valve Prolapse 18
Renal Aneurysm 0
Severe Aortic Insufficiency 18
Severe Valve Insufficiency 1
Gall Bladder Mass
Gall Bladder
4 Gall Bladder Polyp(s) 942
Gall Stones 732
Kidney Mass
Kidneys/Renal
194
Kidney Stones 882
Fatty Liver
Liver
10,521
Liver Mass 468
Complex ovarian cyst
Pelvic
29 Enlarged prostate by volume 1443
Ovarian Mass 53
Prostate Mass 135
Severe varicoceles 1
Testicular Mass 60
Thickened endometrium 2
Urinary bladder mass 41
Uterine Mass 235
Spleen Enlargement
Spleen
439
Complex Thyroid cyst
Thyroid
1077
Heterogenous/Cystic appearance 2193
Nodules- Follow-up > 1cm 1668
Nodules- Monitor < 1cm 3642
Total # of Abnormals 54,914
#20..
- 907 -
#RFP-00071| LifeScanWellness.com
Survival Section.
as a CFAI peer reviewer, NFPA Technical Committee 1582/1583, and Board Member of IAFC Safety Health & application, implementation, and management of AFG awards with his experiences from not only Broward County, but review and scoring process. He has also served as an industry advisory to numerous departments on both their members. Chief LeDuc represented the International Association of Fire Chiefs as a peer review for the AFG technical in Broward County (Florida) Fire Rescue. Broward County is an internationally accredited metro department of 900 and enhanced cancer, cardiovascular and behavioral health screenings, and metabolic fitness assessment while serving CEO and Retired Fire Chief Todd LeDuc has authored and managed two AGF grants for NFPA 1582/1583 physicals Health, and Survival Section, and the IAFF/IAFC Wellness Fitness Initiative Committees. branches of service, including Chief Todd LeDuc, Ret., on the technical committee of NFPA 1582, IAFC Safety, and fitness for first responders. We include among our leadership team active and retired professionals from all Over our 26-year history, we have developed a well-earned reputation as experts and educators in the field of health Committed to the Health and Wellness of First Responders employees. More information about the proposed services for the City of Modesto is included in this response. that fitness – in both mind and body – is critical to overall health and wellbeing and ensures the most productive screening, we incorporate mental health and fitness evaluations and education as part of our services. We understand At Life Scan Wellness Centers, we believe in a whole-person approach to health and wellness. In addition to disease #20..
- 908 -
#RFP-00071| LifeScanWellness.com
California. Our contracts include numerous Metro Departments (500+) in Life Scan has over 550 clients in sizes ranging from 45 to 2,250 members throughout the United States including Past Performance Summary
Commonwealth.
recognizes private sector excellence in dedication and support to the fire service agencies throughout the In 2025, we received the Virginia Governor’s Fire Service Award for private Sector Excellence. This category organizations or the fire service.
individuals who have made a significant contribution to the overall environment of health and safety in their We are also the recipients of the Safety, Health, and Survival Section awards, which recognize both organizations and health and wellbeing of firefighters across the nation.

Goldfeder Fire Service Organizational Safety Award in recognition of our 26 years of innovation and dedication to the Life Scan Wellness Centers is the proud recipient of the IAFC Safety, Health, and Survival Section 2024 Billy We have also been recognized many times for our outstanding service to law enforcement, EMS, and fire fighters.

Awards and Recognition
&DOLIRUQLD, Kansas, Missouri, Texas,
Virginia Minnesota, and Washington. Life Scan Wellness Centers also has contracts with large to midsize Health Trusts including the IAFF Health Trust and LEOFF Health Trust that are multi- department trusts. #20..
- 909 -

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code:

Address:

Company Name:

Annual Contract Value $
Service:

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code:

Address:

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code
Address:

Company Name:

Annual Contract Value $
Services:

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code
Address:

Company Name:

Annual Contract Value $
Services:

Date Range of
Agency:

Governmental
Type of Business or
Telephone Number:

Email Address:

Contact Person:

City, State, Zip Code
Address:

Below please find the biographies of the leadership team, as well as the specific team who will be assigned to the City company. Highlights of her many contributions to the field include:
public employees and public safety officers. Patricia oversees all operations of the expertise to the company and a passion for the unique health and wellness needs of serve as the business liaison for this project. She brings over 35 years of medical Patricia Johnson is the founder and CEO of Life Scan Wellness Centers. She will Chairman and Co-Founder
Patricia Johnson
• Integration of occupational medical services with preventative medicine. • Pioneered the ultrasound-aided physical exam with NFPA 1582 physicals. •
attacks, strokes, and cancer
Early detection and prevention of chronic and acute diseases such as heart .

Chief LeDuc serves as our expert on public safety health and wellness. He will be CEO
Chief Todd J. LeDuc, MS, CFO, Fire (Ret.)
corporate compliance.

Wellness Centers. His responsibilities in this project include ensuring legal and serves as the Chief Financial officer and Chief Legal Counsel for Life Scan Florida Bar and has over 35 years of experience as a practicing attorney. Michael Michael Terrana, Co-Founder of Life Scan Wellness Centers, is a member of the CFO and Co-Founder
Michael Terrana, Esq.,
Section Treasurer.

International Association of Fire Chief’s (IAFC) Safety, Health & Survival for over 30 years, retiring as Assistant Fire Chief. He is a Member of the LeDuc served as a member of the Broward County Sheriff Fire Rescue in Florida the liaison between Life Scan Wellness Centers and City of Modesto. Chief #20..
- 912 -
#RFP-00071| LifeScanWellness.com
be the
Jennifer plays a critical role in supporting the organization’s mission. Jennifer will administrative coordination, customer services, and ensuring smooth operations.

Life Scan Wellness Center. Her responsibilities encompass project management, Jennifer holds the position of Chief Administrative Officer and Project Manager at Chief of Administration & Account Manager
Jennifer Connelly,
$FFRXQW0DQDJHUand Project Manager for the City of Modesto.

Dr. Capasso is Board Certified in Internal Medicine and brings over 25 years Corporate Medical Director
Dr. Anthony Capasso, M.D.
members for exams and will be the coordinator for your project. well as manages administration operations. She coordinates with departments and patient care and operational efficiency. She assists the Chief of Administration as oversees planning, execution, and delivery of technology projects that enhance for Life Scan Wellness Centers. She joined the company 9 years ago and Rebecca Knecht is a certified exercise physiologist who serves as Project Lead Director of Projects and IT
Rebecca Knecht, MS ACSM-CEP
and excellence.
and reviews all our services to ensure we uphold the strictest standards for quality medicine. Dr. Capasso has served as our Corporate Medical Director for 18 years and police physicals, medical clearance, HAZMAT medical clearance, and internal matters related to first responders, post- offer employment physicals, firefighter of medical experience to this project. He is well-versed in occupational health #20..
- 913 -
#RFP-00071| LifeScanWellness.com
The team assigned to the City of Modesto will include:
personnel and will be an important part of the project.

Each Life Scan Wellness team consists of three experts in their field. These experts provide on-site services to your The City of Modesto Team Composition
• Exercise Physiologist
• Ultrasound Sonographer
• Advanced Practice Registered Nurse (APRN) (California Licensed) Each Life Scan Wellness Centers’ team includes the following personnel:

Team Composition
pulmonary function as well as physical fitness and overall health. assessment. These experts on your team will evaluate cardiovascular testing and patients' cardiovascular and metabolic health through various tests and using exercise to help patients manage and improve their health. They evaluate A clinical exercise physiologist is a healthcare professional who specializes in Clinical Exercise Physiologist
safety officers/ staff to take proactive steps toward better health. cancer, heart disease, stroke, and aneurysms at an early stage, we empower public vascular health, and heart conditions. By identifying major diseases such as Our approach includes enhanced early detection screenings for internal organs, Life Scan Wellness Centers pioneered the use of ultrasound-aided physical exams.

Ultrasound Sonographer
manager.
results. The on-site Nurse Practitioner assists as the local on-site account / project bloodwork, and makes appropriate recommendations based on the overall exam an APRN. The APRN performs a thorough physical examination, evaluates more specialized and autonomous roles in healthcare. Each of our teams is led by completed advanced clinical and educational training, allowing them to take on An Advanced Practice Registered Nurse (APRN) is a registered nurse who has Advanced Practice Registered Nurse (APRN)
#20..
- 914 -
#RFP-00071| LifeScanWellness.com
addition of patient and client portals. There will also be extended data management capabilities that will feature predominatel Records (EMR). We have recently updated our systems to include exposure and infectious disease options as well as the Life Scan Wellness Centers adheres to standard best practices to maintain the confidentiality of patient Electronic Medical Electronic Records and Data Management
role is to ensure consistency and adherence to best practices.

Our team members are well-versed in the specific requirements outlined in the NFPA standards for Firefighter Physicals. Their NFPA 1582/1583 Compliance Personnel
extensive professional development and training to ensure their knowledge and skills are up to date. experience with first responder and law enforcement personnel health and wellbeing. Team members also participate in The team chosen for the City of Modesto includes experienced Life Scan Wellness Center employees with extensive firsthand Clinical Expertise
staff. We have teams fully trained and available throughout California and the US to meet the RFP requirements.

Practice Registered Nurses (APRNs) who conduct physical examinations, oversee the on-site program, and supervise clinical Life Scan Wellness Centers approaches public safety physicals from an integrated perspective. Each team includes Advance Project Response: Proposed Outline
&DSDFLW\DQG$YDLODELOLW\

y
in our new Foundation’s research partnerships. All areas of confidentiality will be according to the confidentiality requirements WLPHIUDPH
days, 5 days a week, for a total of 45 patients per weeks, and can schedule concurrent locations as needed to accommodate the Our standard policy is to complete the annual physicals within 12 months of the contract award. We can schedule 9 patients per rays as needed.

Modesto. These include physical examinations, ultrasound screenings, and fitness evaluations, as well as chest and lumbar xLife Scan Wellness Centers’ on-site testing capabilities can provide on-site services to any locations provided by the City of Mobile Testing Capabilities and Scheduling
examinations per week at the on-site locations provided by the City of Modesto .

Life Scan Wellness Centers can accommodate the number of physicals required in this RFP. We can provide 45 physical employees requiring physicals and their shifts and hours. operation, number of days and program dates will be determined by Life Scan Wellness Centers according to the number of We ask that your department coordinate patient appointments to ensure no disruptions to personnel scheduling. The hours of Hours of Operation and Scheduling
of the RFP.
and quantity of examinations indicated in this RFP.
#20..
- 915 -
#RFP-00071| LifeScanWellness.com
All equipment used for the Life Scan Wellness Centers is state of the art and owned by Life Scan Wellness Centers.

EQUIPMENT: Provided by Life Scan Wellness Centers
needed to accommodate the timeframe and quantity of examinations indicated in this RFP. schedule 9 patients per days, 5 days a week, for a total of 45 patients per weeks, and can schedule concurrent locations as rays as needed. Our standard policy is to complete the annual physicals within 12 months of the contract award. We can Modesto. These include physical examinations, ultrasound screenings, and fitness evaluations, as well as chest and lumbar xLife Scan Wellness Centers’ on-site testing capabilities can provide on-site services to any locations provided by the City of Mobile Testing Capabilities and Scheduling
examinations per week at the on-site locations provided by the City of Modesto.

Life Scan Wellness Centers can accommodate the number of physicals required in this RFP. We can provide 45 physical employees requiring physicals and their shifts and hours. operation, number of days and program dates will be determined by Life Scan Wellness Centers according to the number of We ask that your department coordinate patient appointments to ensure no disruptions to personnel scheduling. The hours of Hours of Operation and Scheduling
• Blood draws at any LabCorp Patient Service Center
• X-ray: On-site mobile services (Mobilex)
• Vision: Titmus Vision Screener
• Audiometry Equipment: Maico audiometer
• Fitness Testing equipment: provided by Life Scan Wellness Centers • EKG Stress Units: Welch Allyn & Norav Laptop computer based • Ultrasound Units: Terason & Mindray MX7
We request that you provide the following equipment at the testing location.

EQUIPMENT: Provided by the City of Modesto
· Treadmill(s)

1. During this meeting, we’ll discuss:
project management team and your program coordinators.

When you’re ready to begin, we will schedule a kick-off Conference Call (Zoom Meeting) with Life Scan Wellness Centers’ project, we can begin working with your department immediately to provide our potentially life-saving physicals.

It’s easy to work with Life Scan Wellness Centers. Our simple onboarding process ensures that once we are awarded this Implementation Strategy
Program components and requirements

2. Locations and spaces needed for on-site programs. Typically, we need three to four rooms to accommodate:

1. Physical exam

2. Audiometry testing area (this area should be chosen to minimize background noise) #20..
- 916 -
#RFP-00071| LifeScanWellness.com

3. Cardiopulmonary/Fitness evaluations

4. Ultrasound exams

3. Timelines for your project.

4. Review of Patient Packet and Aggregate Data format.

5. Next, we will schedule dates for physicals.
#20..
- 917 -
#RFP-00071| LifeScanWellness.com
department. Each contract includes:

Every Life Scan Wellness Centers physical includes professional services that will enhance the wellbeing of everyone in your Standard Life Scan Physical: What’s Included
physicals to ensure adequate time for the results to be obtained and reviewed by our team. concurrently if needed to accommodate more personnel. Blood draws are completed 4 to 6 weeks before the date of the We can typically see 45 people per week (9 people per day times 5 days a week = 45 people) but can run testing locations rotate among the testing units to complete all the tests in the three-hour time slot.

Each patient requires three hours for the full complement of tests. We can accommodate three patients per time slot. Patients on previous successful implementations.

The exact schedule for your department will be confirmed during the kick-off call. We proposed the following schedule based Sample Schedule
• Firefighter Medical Clearance and OSHA Respirator Medical Clearance (when required by agency) • Mental Health and Sleep Disorder assessments
• Diet and Nutrition recommendations
• Life Scan Ultrasound Screenings
• Cardiac Stress Test with EKG, submaximal
• NFPA 1583 Fitness Evaluations with Personal Fitness Rx • NFPA 1582
#20..
- 918 -
#RFP-00071| LifeScanWellness.com
Optional Testing and Tools
screening, and enhanced cancer blood testing.
provide advanced cancer screenings, including low-dose lung CT, CT calcification scoring, esophageal cancer comprehensive support in areas such as behavioral health, fitness, and health monitoring. Additionally, we now Life Scan has partnered with leading experts to enhance our services. This collaboration allows us to offer Additional Available Services
• NFPA 1581 Exposure Tracking and Member Support
• Guardian Firefighter Health and Fitness App
• ESO Guard (Esophageal Cancer Screening Test)
• Enhanced Cancer Blood Tests (MCED)
• CT Cardiac Calcification Scoring
• Low Dose Lung CT
• CPET (Cardiopulmonary Exercise Test)
• Infectious Disease Tests
• On-site drug testing
• On-site OSHA Respirator Mask Fit Testing
Life Scan Wellness Centers does not use subcontractors. #20..
- 919 -

PROPOSER WARRANTY STATEMENTS
As a material part of its Proposal, Proposer shall insert below a written statement detailing any materials and workmanship warranties, terms and conditions in conformance with the specifications and requirements set services furnished under any
Notwithstanding any other provisions of this RFP, Proposer warrants that the materials, supplies, or other forth in this RFP.
contract or purchase order resulting from its Proposal shall be on the most suitable grade and meet or exceed the standards set forth in this RFP. Such warranty shall include the following; performance, workmanship, labor, materials, and Proposer design or engineering contributions. If a defect is discovered in any item of the materials, assemblies, components, supplies or services covered in this Proposal, Proposer shall correct at its sole expense, all such defects as are reported within 30 days of City’s final acceptance. Upon expiration of the applicable warranty period, all such liability shall terminate except for fraud or such gross mistakes as amount to fraud, latent defects, or specific failure to comply with the terms or any All materials, parts, labor, assemblies and components
resultant purchase order.
shall by subject to the warranty conditions and terms
unless specifically exempted in writing by the City of Modesto.

Proposer Company Legal Name: Insert Proposer Logo Here (if existent):

Insert Proposer Warranty Statement Beginning Here:

Life Extension Clinics, Inc.

1. Warranty of NFPA
PROPOSER WARRANTY STATEMENTS for Life Scan Wellness Physical Examination Services -1582 Compliance
healthcare practitioners and adherence to NFPA
documentation—shall fully comply with the current edition of NFPA 1582. This includes use of appropriately credentialed The Proposer warrants that all clinical services—including examinations, diagnostic testing, equipment, protocols, and -1582 medical evaluation procedures.

5. Warranty of On
The Proposer warrants that all PHI will be safeguarded according to HIPAA and applicable privacy laws.

4. Warranty of Privacy, Security & HIPAA Compliance
The Proposer warrants that all information submitted is true, complete, accurate, and supported by verifiable records.

3. Warranty of Accuracy, Integrity, and Completeness of Information appropriate training and experience.

The Proposer warrants that all clinical staff engaged in Public Safety examinations hold valid licenses and credentials and have

2. Warranty of Professional Qualifications
-Site Service Delivery Capacity
The Proposer warrants that it possesses the operational capability to deliver on-site NFPA-1582 Public Safety physicals,

8. Warranty of Non
required.

The Proposer warrants that it maintains Professional Liability, General Liability, and Workers’ Compensation insurance as

7. Warranty of Liability Insurance Coverage
communicated timely, and that final reports will be delivered within the agreed timeline.

The Proposer warrants that all results will be reviewed by the examining healthcare practitioner, that abnormal findings will be

6. Warranty of Clinical Quality and Timeliness
including mobile units, equipment, staffing, logistics, and timely completion. -Discrimination & Ethical Conduct

10. Warranty Against Conflict of Interest
The Proposer warrants compliance with all applicable federal, state, and local laws, OSHA, CLIA, and licensing requirements.

9. Warranty of Compliance with all Laws & Regulations
The Proposer warrants that services will be provided without discrimination based on any protected class. #20..
- 920 -
California Levine Act Disclosure
California 'ŽǀĞƌŶŵĞŶƚŽĚĞ^ĞĐƟŽŶϴϰϯϬϴ͕ĂůƐŽŬŶŽǁŶĂƐƚŚĞΗ>ĞǀŝŶĞĐƚΗ͕ƉƌŽŚŝďŝƚƐ City ͞ŽĸĐĞƌƐ͟ĨƌŽŵ ƉĂƌƟĐŝƉĂƟŶŐŝŶĂŶǇĂĐƟŽŶƌĞůĂƚĞĚƚŽĂůŝĐĞŶƐĞ͕ƉĞƌŵŝƚ͕ŽƌŽƚŚĞƌĞŶƟƚůĞŵĞŶƚĨŽƌƵƐĞ ;Ă͞ƉƌŽĐĞĞĚŝŶŐ͟Ϳif ƐƵĐŚŵĞŵďĞƌĂĐĐĞƉƚƐ͕ƐŽůŝĐŝƚƐ͕ŽƌĚŝƌĞĐƚƐ ƉŽůŝƟĐĂůĐŽŶƚƌŝďƵƟŽŶƐ ĨƌŽŵĂƉĂƌƚǇƚŽƚŚĞƉƌŽĐĞĞĚŝŶŐŽƌƚŚĞŝƌ ĂŐĞŶƚƚŽƚĂůŝŶŐŵŽƌĞƚŚĂŶΨϱϬϬǁŚŝůĞƚŚĞƉƌŽĐĞĞĚŝŶŐŝƐƉĞŶĚŝŶŐďĞĨŽƌĞƚŚĞĂŐĞŶĐǇ͕ and for ƚǁĞůǀĞ ;ϭϮͿ ŵŽŶƚŚƐĨŽůůŽǁŝŶŐƚŚĞĚĂƚĞĂĚĞĐŝƐŝŽŶĐŽŶĐĞƌŶŝŶŐƚŚĞ ƉƌŽĐĞĞĚŝŶŐ ŚĂƐďĞĞŶŵĂĚĞ. dŚĞ>ĞǀŝŶĞĐƚĂůƐŽ ƌĞƋƵŝƌĞƐĚŝƐĐůŽƐƵƌĞŽĨƐƵĐŚĐŽŶƚƌŝďƵƟŽŶďǇĂƉĂƌƚǇƚŽƚŚĞƉƌŽĐĞĞĚŝŶŐ.

ĂƉƉŽŝŶƚĞĚŽĸĐĞƌŽĨĂŶĂŐĞŶĐǇ͕ĂŶǇĂůƚĞƌŶĂƚĞƚŽĂŶĞůĞĐƚĞĚŽƌĂƉ ^ĞĐƟŽŶϴϰϯϬϴ;ĂͿ;ϰͿŽĨƚŚĞ>ĞǀŝŶĞĐƚĚĞĮŶĞƐĂŶΗŽĸĐĞƌΗĂƐĨŽůůŽǁƐ͗͞KĸĐĞƌ͟ŵĞĂŶƐĂŶǇĞůĞĐƚĞĚŽƌ ƉŽŝŶƚĞĚŽĸĐĞƌŽĨĂŶĂŐĞŶĐǇ͕ĂŶĚĂŶǇ
ĐĂŶĚŝĚĂƚĞĨŽƌĞůĞĐƟǀĞŽĸĐĞŝŶĂŶĂŐĞŶĐǇ͘dŚĞƚĞƌŵ͞ŽĸĐĞƌ͟ŝƐĨƵƌƚŚĞƌĚĞĮŶĞĚϮĂů͘ŽĚĞZĞŐƐ͘^ĞĐƟŽŶ ϭϴϰϯϴ͘ϭ͕ǁŚŝĐŚƐƚĂƚĞƐ͗
ŶŽĸĐĞƌŽĨĂŶĂŐĞŶĐǇŝŶĐůƵĚĞƐŽŶůǇƚŚŽƐĞƉĞƌƐŽŶƐǁŚŽŵĂŬĞ͕ƉĂƌƟĐŝƉĂƚĞŝŶŵĂŬŝŶŐ͕ŽƌŝŶĂŶǇ ǁĂǇĂƩĞŵƉƚƚŽƵƐĞƚŚĞŝƌŽĸĐŝĂůƉŽƐŝƟŽŶƚŽŝŶŇƵĞŶĐĞĂĚĞĐŝƐŝŽŶŝŶƚŚĞůŝĐĞŶƐĞ͕ƉĞƌŵŝƚ͕Žƌ ĞŶƟƚůĞŵĞŶƚĨŽƌƵƐĞƉƌŽĐĞĞĚŝŶŐ͕ŽƌǁŚŽĞǆĞƌĐŝƐĞĂƵƚŚŽƌŝƚǇŽƌďƵĚŐĞƚĂƌǇĐŽŶƚƌŽůŽǀĞƌƚŚĞĂŐĞŶĐǇ ;ϭͿ^ĞƌǀĞŝŶĂŶĞůĞĐƚĞĚƉŽƐŝƟŽŶ͕ŝŶĐůƵĚŝŶŐĂŶŽĸĐŝĂůĂƉƉŽŝŶƚĞĚ ŽĨŽĸĐĞƌƐǁŚŽŵĂǇĚŽƐŽ͕ĂŶĚ͗
ƚŽĂŶĞůĞĐƚĞĚƉŽƐŝƟŽŶĚƵĞƚŽĂŶŝŶƚĞƌŝŵ
ǀĂĐĂŶĐǇŽƌĂŶĞůĞĐƟŽŶŽƚŚĞƌǁŝƐĞĐĂŶĐĞůĞĚďĞĐĂƵƐĞƚŚĞŽĸĐŝĂůǁĂƐƚŚĞƐŽůĞĐĂŶĚŝĚĂƚĞĨŽƌƚŚĞƉŽƐŝƟŽŶ͖ ;ϯͿ^ĞƌǀĞĂƐƚŚĞĐŚŝĞĨĞǆĞĐƵƟǀĞŽĨĂƐƚĂƚĞĂŐĞŶĐǇ͕ŽƌĐŽƵŶƚǇ͕Đ ;ϮͿ^ĞƌǀĞĂƐĂŵĞŵďĞƌŽĨĂďŽĂƌĚŽƌĐŽŵŵŝƐƐŝŽŶ͖
ŝƚǇŽƌĚŝƐƚƌŝĐƚŽĨĂŶǇŬŝŶĚ͖Žƌ
;ϰͿ,ĂǀĞĚĞĐŝƐŝŽŶŵĂŬŝŶŐĂƵƚŚŽƌŝƚǇǁŝƚŚƌĞƐƉĞĐƚƚŽƚŚĞƉƌŽĐĞĞĚŝŶŐŝŶǀŽůǀŝŶŐĂůŝĐĞŶƐĞ͕ƉĞƌŵŝƚ͕ŽƌŽƚŚĞƌ ĞŶƟƚůĞŵĞŶƚĨŽƌƵƐĞĂŶĚŝƐĂůƐŽĂĐĂŶĚŝĚĂƚĞĨŽƌĞůĞĐƚĞĚŽĸĐĞŽƌŚĂƐďĞĞŶĂĐĂŶĚŝĚĂƚĞĨŽƌĞůĞĐƟǀĞŽĸĐĞŝŶ ƚŚĞϭϮŵŽŶƚŚƐƉƌŝŽƌƚŽƚŚĞƉƌŽĐĞĞĚŝŶŐ͘
ůŝƐƚŽĨDŽĚĞƐƚŽŝƚǇŽƵŶĐŝůŽĂƌĚDĞŵďĞƌƐĐĂŶďĞĨŽƵŶĚŽŶůŝŶĞĂƚ͗DŽĚĞƐƚŽŝƚǇŽƵŶĐŝů ŚƩƉƐ͗ͬͬŵŽĚĞƐƚŽŐŽǀ͘ĐŽŵͬϳϬϲͬŽƵŶĐŝů-DĞŵďĞƌƐ ;ŵŽĚĞƐƚŽŐŽǀ͘ĐŽŵͿ͘dŚĞƉĂƌƚǇŵĂŬŝŶŐƚŚŝƐĐĞƌƟĮĐĂƟŽŶŝƐ ƌĞƐƉŽŶƐŝďůĞĨŽƌĚĞƚĞƌŵŝŶŝŶŐǁŚĞƚŚĞƌĂƌĞĐŝƉŝĞŶƚŽĨĂƉŽůŝƟĐĂůĐŽŶƚƌŝďƵƟŽŶŝƐĂity ŽĸĐĞƌƉƌŝŽƌƚŽ

1. ĂŶƐǁĞƌŝŶŐƚŚĞĨŽůůŽǁŝŶŐƋƵĞƐƟŽŶƐ͗
,ĂǀĞǇŽƵ͕ǇŽƵƌĐŽŵƉĂŶǇ͕ŽƌĂŶǇĂŐĞŶƚŽŶďĞŚĂůĨŽĨǇŽƵŽƌǇŽƵƌĐŽŵƉĂŶǇ͕ŵĂĚĞĂŶǇƉŽůŝƟĐĂů ĐŽŶƚƌŝďƵƟŽŶƐŽĨŵŽƌĞƚŚĂŶΨϱϬϬƚŽĂŶǇity ŽĸĐĞƌ͕ŝŶƚŚĞƚǁĞůǀĞ;ϭϮͿŵŽŶƚŚƐƉƌĞĐĞĚŝŶŐƚŚĞĚĂƚĞ ŽĨƚŚĞƐƵďŵŝƐƐŝŽŶŽĨǇŽƵƌƉƌŽƉŽƐĂůƐŽƌƚŚĞĂŶƟĐŝƉĂƚĞĚĚĂƚĞŽĨĂŶǇŽƵŶĐŝů ĂĐƟŽŶƌĞůĂƚĞĚƚŽƚŚŝƐ ___ YES
contract?
/ĨǇĞƐ͕ƉůĞĂƐĞŝĚĞŶƟĨǇƚŚĞŽƵŶĐŝů DĞŵďĞƌ;ƐͿ͗
___ EK

2. ŽǇŽƵ͕ŽƌǇŽƵƌĐŽŵƉĂŶǇ͕ŽƌĂŶǇĂŐĞŶƚŽŶďĞŚĂůĨŽĨǇŽƵŽƌǇŽƵƌĐŽŵƉĂŶǇ͕ĂŶƟĐŝƉĂƚĞŽƌƉůĂŶƚŽ ŵĂŬĞĂŶǇƉŽůŝƟĐĂůĐŽŶƚƌŝďƵƟŽŶŽĨŵŽƌĞƚŚĂŶΨϱϬϬƚŽĂŶǇity ŽĸĐĞƌŝŶƚŚĞƚǁĞůǀĞ;ϭϮͿ ŵŽŶƚŚƐ ___ YES
ĨŽůůŽǁŝŶŐĂŶǇŽƵŶĐŝůĂĐƟŽŶƌĞůĂƚĞĚƚŽƚŚŝƐĐŽŶƚƌĂĐƚ͍
/ĨǇĞƐ͕ƉůĞĂƐĞŝĚĞŶƟĨǇƚŚĞŽƵŶĐŝů DĞŵďĞƌ;ƐͿ͗
___ EK ✔
✔

#20..
- 921 -
ĐŽŶƚƌĂĐƚƚŽǇŽƵƌĮƌŵŽƌƚĂŬŝŶŐĂŶǇƐƵďƐĞƋƵĞŶƚĂĐƟŽŶƌĞůĂƚĞĚƚŽ ŶƐǁĞƌŝŶŐz
^ƚŽĞŝƚŚĞƌŽĨƚŚĞƋƵĞƐƟŽŶƐĂďŽǀĞĚŽĞƐŶŽƚƉƌĞĐůƵĚĞƚŚĞŝƚǇŽĨDŽĚĞƐƚŽ ĨƌŽŵĂǁĂƌĚŝŶŐĂ ƚŚĞĐŽŶƚƌĂĐƚ͘/ƚmay͕ŚŽǁĞǀĞƌ͕ƉƌĞĐůƵĚĞ
ƚŚĞŝĚĞŶƟĮĞĚity ŽĸĐĞƌĨƌŽŵƉĂƌƟĐŝƉĂƟŶŐŝŶĂŶǇĂĐƟŽŶƐƌĞůĂƚĞĚƚŽƐƵĐŚĐŽŶƚƌĂĐƚ͘ ,
Z
z
Zd/&zhE
ZW
E>dzK&W
Z:hZzhE
Zd,
>t^K&d,
^dd
K&>/&KZE/d,dd,

Date
_________________ _____________________________
&KZ
'K/E'/^dZh
EKZZ
d͘
^ŝŐŶĂƚƵƌĞŽĨĂƵƚŚŽƌŝǌĞĚŝŶĚŝǀŝĚƵĂů

_____________________________
ŽŵƉĂŶǇͬƉƉůŝĐĂŶƚEĂŵĞ
2/26/26
Life Extension Clinics, Inc.

#20..
- 922 -
ZXEYD-RSVYZ-YTVAX-G4QHM
REF. NUMBER DOCUMENT COMPLETED BY ALL PARTIES ON
26 FEB 2026 16:33:16
UTC

SIGNER TIMESTAMP SIGNATURE
[email protected]
EMAIL

TODD LEDUC
26 FEB 2026 16:33:16
SIGNED
26 FEB 2026 16:32:59
VIEWED
26 FEB 2026 16:24:38
SENT

BOCA RATON, UNITED STATES

LOCATION

99.45.224.116

IP ADDRESS

RECIPIENT VERIFICATION
26 FEB 2026 16:32:59

EMAIL VERIFIED
Signed with PandaDoc PAGE 1 OF 1
#20..
- 923 -
#20..
- 924 -
#20..
- 925 -
#20..
- 926 -
#20..
- 927 -
#20..
- 928 -
#20..
- 929 -
#20..
- 930 -
#20..
- 931 -
#20..
- 932 -
#20..
- 933 -
#20..
- 934 -
#20..
- 935 -
#20..
- 936 -
1 OCCUPATIONAL MEDICAL SERVICES

PRICING SCHEDULE
All labor, materials, equipment, tools, fuel, licenses, bonds, insurance and other expenses necessary for Proposer to perform the required services shall be included in Proposal pricing. Proposal must be submitted on the below Pricing Schedule provided. No alterations should be made to the pricing schedule.

Any exceptions, amendments or adjustments should be noted on the Exceptions, Clarifications, and Amendments Form.

ESTIMATED ANNUAL QTY x UNIT PRICE = EXTENDED PRICE
**In case of discrepancy between a unit price and an extended price, the unit price will be presumed to be correct, subject, however, to correction to the same extent and in the same manner. ** PRE-EMPLOYMENT PHYSICALS (POST Job Offer)
Services Est. Annual
Quantity
Unit of
Issue Unit Price Extended Price
Physical Examination Protocol A 35 Each $________/Each $_____________ Physical Examination Protocol B 40 Each $________/Each $_____________ Physical Examination Protocol D 2 Each $________/Each $_____________ Physical Examination Protocol F 29 Each $________/Each $_____________ Physical Examination Protocol G 5 Each $________/Each $_____________ Physical Examination Protocol H 30 Each $________/Each $_____________ Physical Examination Protocol I 1 Each $________/Each $_____________ Physical Examination Protocol J 16 Each $________/Each $_____________ Physical Examination Protocol K 32 Each $________/Each $_____________ Physical Examination Protocol L 1 Each $________/Each $_____________ Physical Examination Protocol M 6 Each $________/Each $_____________ Physical Examination Protocol O 13 Each $________/Each $____________ Physical Examination Protocol P 45 Each $_______/Each $_____________ ePay 1% Discount off of total Bid if Option (A) is chosen ANNUAL TOTAL $_____________
#20..
- 937 -
2 Drug and Alcohol Testing
DOT Commercial Driver Physical Examinations
Fitness for Duty Exams
Consultation Services
Annual & Post-Employment Medical Surveillance
Optional Services
Description of Work Quantity Unit of Issue Unit Price Extended Price DOT Commercial Driver Exam
and Certificate (including report) 1 Each $________/Each $_____________ DOT Drug and Alcohol Screening
(including report) 1 Each $________/Each $_____________ DOT Drug Screening
(including report) 1 Each $________/Each $_____________ DOT Breath Alcohol Screening
(including report) 1 Each $________/Each $_____________ NON-DOT Drug and Alcohol
Screening (including report) 1 Each $________/Each $_____________ NON-DOT Drug Screening
(including report) 1 Each $________/Each $_____________ NON-DOT Breath Alcohol
Screening (including report) 1 Each $________/Each $_____________ Fitness for Duty Exam 1 Each $________/Each $_____________ Consultation Services 1 hourly $________/hour $_____________ Cal/OSHA Aerosol Transmissible
Disease Standard Compliance 1 Each $________/Each $_____________ Cal/OSHA Respirator
Questionnaire 1 Each $________/Each $_____________
Cal/OSHA Respirator Medical
Clearance and certificate 1 Each $________/Each $_____________ Asbestos Exposure Monitoring 1 Each $________/Each $_____________ Hazardous Waste Remediation
Examinations 1 Each $________/Each $_____________
Pesticide Exposure Monitoring 1 Each $________/Each $_____________ Advisor to City
(Courtroom Testimony) 1 Hourly $________/hour $_____________ #20..
- 938 -
3 FIRE DEPARTMENT ANNUAL PHYSICAL
Additional 5-points awarded to those firms who offer an on-site mobile clinic.

Bundle Price Preferred Est. Annual
Quantity
Unit of
Issue Unit Price Extended Price
Hands-on physical exam
Bundle pricing preferred 190 Each $________/Each
Personal Consultation with review of
testing results 1 Each $________/Each $_____________
Med/ Occ/ Environmental History
Questionnaire 1 Each $________/Each $_____________
Skin cancer assessment 1 Each $________/Each $_____________ Behavioral Health and Sleep
Assessment Screenings 1 Each $________/Each $_____________ Audiology 1 Each $________/Each $_____________
Vision Exam (Titmus) 1 Each $________/Each $_____________ Thyroid Ultrasound 1 Each $________/Each $_____________ Echocardiogram 1 Each $________/Each $_____________
Carotid Arteries Ultrasound 1 Each $________/Each $_____________ Coronary Calcium Score Baseline 1 Each $________/Each $_____________ Liver, Gall Bladder, Spleen, & Kidney
& Bladder Ultrasounds 1 Each $________/Each $_____________ Pelvic Ultrasounds for Women
(Ovaries and Uterus) 1 Each $________/Each $_____________ Prostate and Testicular Ultrasound for
Men 1 Each $________/Each $_____________
Colon Cancer Screening (Hemoccult) 1 Each $________/Each $_____________ Urinalysis 1 Each $________/Each $_____________
Lipid Panel 1 Each $________/Each $_____________
Diabetes Screening 1 Each $________/Each $_____________ Thyroid Panel 1 Each $________/Each $_____________
Testosterone and PSA (men) 1 Each $________/Each $_____________ CA-125 (women) 1 Each $________/Each $_____________
1 Each __ /Each $__ _________
$____________
#20..
- 939 -
4 Bundle Price Preferred
Est.

Annual
Quantity
Unit of
Issue Unit Price Extended Price
Fitness EvaluationMuscular Strength and Endurance
Evaluation 1 Each $________/Each $_____________
Aerobic Endurance Evaluation
(V02 Max Calc) 1 Each $________/Each $_____________
Body Weight and Composition
(Calipers) 1 Each $________/Each $_____________
Cal-OSHA Respirator Evaluation
and Medical Clearance 1 Each $________/Each $_____________ Flexibility Evaluation 1 Each $________/Each $_____________ Nutrition and Diet
Recommendations 1 Each $________/Each $_____________
Personal Fitness Recommendations 1 Each $________/Each $_____________

SCREENING
HIV Screening 1 Each $________/Each $_____________
Hepatitis A Virus Screening 1 Each $________/Each $_____________ Hepatitis B Virus Screening 1 Each $________/Each $_____________ Hepatitis C Virus Screening 1 Each $________/Each $_____________ uberculosis Screening 1 Each $________/Each $_____________ On-Site Mobile Clinic? Yes
#20..
- 940 -
5 SERVICES FOR PUBLIC SAFETY EMPLOYEES Or as needed for occupational exposure Please indicate if any of these services would be bundled with the Fire Department Annual Physicals Services
Est.

Annual
Quantity
Incl.
with
bundle
Unit of
Issue Unit Price Extended Price
VACCINES Optional to Employee OR
as needed for occupational exposure
Flu 1 Each $________/Each $_____________
Hepatitis A 1 Each $________/Each $_____________
Hepatitis B 1 Each $________/Each $_____________
Meningococcal 1 Each $________/Each $_____________
MMR 1 Each $________/Each $_____________
Tetanus 1 Each $________/Each
Varicella 1 Each $________/Each $_____________
TITERS Optional to Employee
Hepatitis A 1 Each $________/Each $_____________
Hepatitis B 1 Each $________/Each $_____________
Meningococcal 1 Each $________/Each $_____________
MMR 1 Each $________/Each $_____________
C Reactive Blood Test 1 Each $________/Each $ _____
QuantiFeron Gold TB Blood Test 1 Each $________/Each $_____________ Heavy Metals (Hazmat) 1 Each $________/Each $___________ #20..
- 941 -
6 Payment Terms:

Check which of the following payment terms/methodology Proposer accepts (a description of each can be found in Proposal Form A RFP Acknowledgement):

Choose One:

Option A (Preferred): City of Modesto ePay Payment on Net 30 Day Timing: ___ Choose by checking (
ePay Email Address: ______________________________ Option B Manual Check Payment Mailed by US Postal Service First Class Mail Only on Net 45 Day Timing: ___ Choose by checking ( ) here.

THE undersigned acknowledges receipt of the referenced RFP and any associated Addenda and offers to furnish the articles and/or services specified, in accordance with the specifications, terms and conditions of this RFP and these Proposal documents, for the pricing indicated on the Pricing Schedule.

Proposer Company Name:

Name of Proposer Signatory:

Signature of Proposer Representative:
#20..
- 942 -
#20..
- 943 -
#20..
- 944 -
#20..
- 945 -
#20..
- 946 -
#20..
- 947 -
#20..
- 948 -
#20..
- 949 -
#20..
- 950 -
#20..
- 951 -
#20..
- 952 -
#20..
- 953 -
#20..
- 954 -
#20..
- 955 -
#20..
- 956 -
#20..
- 957 -
#20..
- 958 -
#20..
- 959 -
#20..
- 960 -
#20..
- 961 -
#20..
- 962 -
#20..
- 963 -
#20..
- 964 -
#20..
- 965 -
#20..
- 966 -
#20..
- 967 -
#20..
- 968 -
#20..
- 969 -
#20..
- 970 -
#20..
- 971 -
#20..
- 972 -
#20..
- 973 -
#20..
- 974 -
#20..
- 975 -
#20..
- 976 -
#20..
- 977 -
#20..
- 978 -
#20..
- 979 -
#20..
- 980 -
#20..
- 981 -
#20..
- 982 -
#20..
- 983 -
#20..
- 984 -
#20..
- 985 -
#20..
- 986 -
1 Exhibit D:

Insurance Requirements for Most Contracts
(Not for Professional Services or Construction Contracts) Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Contractor, his agents, representatives, employees or subcontractors.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Contractor has no owned autos, hired, (Code 8) and non-owned autos (Code 9), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.

If the contractor maintains broader coverage and/or higher limits than the minimums shown above, the City of Modesto requires and shall be entitled to the broader coverage and/or the higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Modesto.

Umbrella or Excess Coverage
The Contractor may use Umbrella or Excess Policies to provide the liability limits as required in this agreement.

This form of insurance will be acceptable provided that all of the Primary and Umbrella or Excess Policies shall provide all of the insurance coverages herein required, including, but not limited to, primary and noncontributory, additional insured, Self-Insured Retentions (SIRs), indemnity, and defense requirements. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying Commercial General Liability insurance. No insurance policies maintained by the Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the Contractor’s primary and excess liability policies are exhausted.

The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
#20..
- 987 -
2 The City of Modesto, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations.

General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance with coverage equal to ISO form CG 2010. For completed operations, a separate endorsement equal to ISO form CG 2037 is required.

Primary Coverage
The Additional Insured coverage under the Contractor’s policy shall be “primary and non-contributory” and will not seek contribution from the City’s insurance or self-insurance and shall be at least as broad as CG 20 01 04 13. The City of Modesto does not accept endorsements limiting the Contractor’s insurance coverage to the sole negligence of the Named Insured.

Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City of Modesto.

Waiver of Subrogation
Contractor hereby grants to City of Modesto a waiver of any right to subrogation which any insurer of said Contractor may acquire against the City of Modesto by virtue of the payment of any loss under such insurance.

Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City of Modesto has received a waiver of subrogation endorsement from the insurer.

Self-Insured Retentions
All Self-insured retentions must be disclosed to Risk Management for approval and shall not reduce the limits of liability. The City of Modesto may require the Contractor to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. Any and all deductibles and SIRs shall be the sole responsibility of Contractor or subcontractor who procured such insurance and shall not apply to the Indemnified Additional Insured Parties.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City of Modesto.

Verification of Coverage
Contractor shall furnish the City of Modesto with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause and a copy of the Declarations and Endorsements Pages of the CGL and any Excess policies listing all policy endorsements. All certificates and endorsements are to be received and approved by the City of Modesto Risk Services before work commences.

However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s #20..
- 988 -
3 obligation to provide them. The City of Modesto reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. City reserves the right to obtain a full certified copy of any insurance policy and endorsements. Failure to exercise this right shall not constitute a waiver of right to exercise later.

Subcontractors
Contractors shall require and verify that all subcontractors, or other parties hired for this work, purchase and maintain coverage for indemnity and insurance requirements as least as broad as specified in this agreement to the extent they apply to the scope of the subcontractor’s work with the same certificate of insurance requirements and naming as additional insureds all parties to this contract.

Special Risks or Circumstances
City of Modesto reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

Certificate Holder Address
Proper address for mailing certificates, endorsements and notices shall be:

City of Modesto
Attn: Risk Management
1010 10th Street
Modesto, CA 95354
#20..
- 989 -
#20..
- 990 -

CITY OF MODESTO

COUNCIL AGENDA REPORT
DATE OF MEETING:

July 14, 2026
Date: June 16, 2026
TO: Mayor and City Council
THROUGH: Joseph P. Lopez, City Manager
FROM: Brandon Gillespie, Chief of Police
SUBJECT: First Amendment to Polygraph Examination Services Agreement CONTACT: Jessica Nicholson, Police Administrator, [email protected], 209.572.9500
DESCRIPTION:

Consider approving a First Amendment to the Agreement with Assurance Polygraph, LLC, Castro Valley, CA, for Polygraph Examination Services and adding two (2) additional Agreements with Matthew W. Lampo DBA Lampo Investigations Polygraph, San Ramon, CA and Pacific Cost Polygraph and Investigations, Alameda, CA under the existing not to exceed amount of $538,260 between all Agreements. (Funding Source:

General Fund)
STRATEGIC PLAN ELEMENT:

The recommended action supports the City’s 2025-2026 Strategic Plan Initiatives: Build a high-performance organization.

BACKGROUND:

The Modesto Police Department (MPD) utilizes polygraph examination services as part of its extensive hiring process. This process, which also includes a background investigation, helps the Department select viable, high-quality candidates. The polygraph exam is an early and critical step in the hiring process for both sworn and non-sworn employees, and timely access to examination services is essential to maintaining proper staffing levels.

On February 2, 2021, by Resolution No. 2021-029, Council authorized an agreement for polygraph examination services with Mansfield, Lierly & Associates, Citrus Heights, CA, #21..
- 991 -
City Council, July 14, 2026
First Amendment to Polygraph Examination Services Agreement

Page 2 of 4 ends

for a one (1) year agreement with two (2) one-year extension options, for an annual estimated cost of $45,225 and a total amount not to exceed $135,675.

On September 13, 2022, by Resolution No. 2022-377, Council authorized an amendment to that agreement for additional polygraph examinations, adding $26,800 annually for a revised estimated annual amount of $72,025 and a revised total amount not to exceed $189,275.

On June 11, 2024, by Resolution No. 2024-210, Council authorized a new agreement for Polygraph Examination Services with Assurance Polygraph, LLC, Castro Valley, CA, for a two (2) year agreement with three (3) one-year extension options, for an estimated annual amount of $96,250, plus up to $57,010 for contingency, for a total amount not to exceed $538,260 over five (5) years.

DISCUSSION:

Since the award of the Assurance Polygraph, LLC agreement, MPD has experienced scheduling challenges in moving candidates through the polygraph phase of the hiring process. These delays result from limited availability in a single vendor’s scheduling capacity and the volume of applicants the MPD processes for the vacant positions it is working to fill. These delays extend overall hiring timelines and impact the Department’s ability to fill vacancies in a timely manner.

To address these operational challenges, on June 2, 2026, the Council, by Resolution No. 2026-182, approved a side letter with the Modesto Confidential and Management Association to establish a stipend for an employee(s) who are certified to administer polygraph examinations. Additionally, and for a longer-term solution, staff also recommends amending the existing agreement and designating two (2) additional vendors as approved providers. This amendment will allow the Department to utilize any of the three (3) approved vendors based on scheduling availability, reducing candidate wait times and accelerating the overall hiring process.

This amendment will not change the authorized annual volume of examinations (estimated at 250 per year) or the total contract amount not to exceed $538,260 over five (5) years. Utilization across vendors will be managed by Department staff based on candidate scheduling needs and vendor availability.

In accordance with Modesto Municipal Code 8-3.204(a), “Exceptions to Formal Bidding Requirements, Agreements for Professional Services are exempt from the bidding requirements of Modesto Municipal Code 8.3-203 if competitive quotations or proposals have been sought informally from at least three (3) qualified entities. The approval for the Polygraph Examination Services to Matthew W. Lampo DBA Lampo Investigations Polygraph, San Ramon, CA and Pacific Coast Polygraph and Investigations, Alameda, CA conforms to Modesto Municipal Code 8-3.204, subsection (a) as they are providing professional services and informal proposals were obtained from not only the existing #21..
- 992 -
City Council, July 14, 2026
First Amendment to Polygraph Examination Services Agreement

Page 3 of 4 ends

provider but also three (3) additional vendors, one (1) the City chose not to move forward with due to unresponsiveness and delays in communication FISCAL IMPACT:

This amendment does not increase the total authorized contract amount. The Agreement with Assurance Polygraph, LLC, as approved by Council on June 11, 2024, remains at a total not to exceed $538,260 over five (5) years, inclusive of approximately 250 polygraph examinations annually at an estimated annual cost of $96,250, plus up to $57,010 for contingency.

Proposed vendor rates are as follows:
• Assurance Polygraph, LLC, Castro Valley, CA: $412 per examination (existing vendor, new rate)
• Matthew W. Lampo DBA Lampo Investigations Polygraph, San Ramon, CA:
$500 per examination (proposed additional vendor)
• Pacific Coast Polygraph & Investigations, Alameda, CA: $425 per examination (proposed additional vendor)
Funds for polygraph examination services are budgeted in each fiscal year Police Department Operating Budget as follows: 0100-19420-53300 (General Fund, MPD, Records and Support, Professional Services). No additional funds are being requested.

Of the $538,260 over five (5) years, the department has expended $134,365 to date, which is approximately two (2) years into the agreement. The remaining $403,895 available will be shared amongst the three vendors if approved.

COMMITTEE RECOMMENDATION:

Due to urgent nature of the action needed, as noted above, this item was not presented to Council Committee.

CEQA/NEPA REQUIREMENTS:

This item does not constitute a “project” within the meaning of California Environmental Quality Act (CEQA) Guidelines Section 15378 and requires no environmental review.

RECOMMENDED COUNCIL ACTION:

Staff Recommendations:

Resolution approving a First Amendment to the Agreement with Assurance Polygraph, LLC, Castro Valley, CA, for Polygraph Examination Services and adding two (2) additional agreements with Matthew W. Lampo DBA Lampo Investigations Polygraph, San Ramon, CA, and Pacific Coast Polygraph and Investigations, Alameda, CA, under the existing not to exceed amount of $538,260 between all agreements; and authorizing the Director of Finance to adjust agreement totals between vendors based on availability and department need, ensuring the combined total amount does not change and authorizing the City Manager, or his designee, to execute the Agreements. #21..
- 993 -
City Council, July 14, 2026
First Amendment to Polygraph Examination Services Agreement

Page 4 of 4 ends

Approved by:

Brandon Gillespie, Chief of Police
Joseph P. Lopez, City Manager
Attachments:

1. Resolution

2. Assurance Polygraph First Amendment
a) Exhibit C-1 – Modifications to Scope of Work
b) Exhibit D – Revised Pricing Schedule
c) Assurance Polygraph - CA Levine Act Disclosure form
d) Assurance Polygraph - Financial Interest Disclosure form e) Original Signed Agreement (with all exhibits)

3. Matthew W. Lampo DBA Lampo Investigations - POLYGRAPH (L.I.E. Detection) Agreement
a) Exhibit B – Lampo Investigations – Polygraph - Proposal b) Exhibit C – IFB 2324-33 Polygraph Examination Services c) Exhibit D – Insurance Requirements
d) Lampo Investigations – Polygraph - CA Levine Act Disclosure form e) Lampo Investigations – Polygraph - Financial Interest Disclosure form f) Lampo Investigations – Polygraph – Bid Waiver

4. Pacific Coast Polygraph and Investigations Agreement a) Exhibit B – Pacific Coast Polygraph and Investigations – Proposal b) Exhibit C – IFB 2324-33 Polygraph Examination Services c) Exhibit D – Insurance Requirements
d) Pacific Coast Polygraph and Investigations – CA Levine Act Disclosure form e) Pacific Coast Polygraph and Investigations – Financial Interest Disclosure form f) Pacific Coast Polygraph and Investigations – Bid Waiver

5. MCMA Side Letter of Agreement – Polygraph Examinations Stipend a) Agenda Report
b) RESO 2026-182
#21..
- 994 -
07/14/2026/MPD/JNicholson/ItemX 1 2026-XX

MODESTO CITY COUNCIL
RESOLUTION NO. 2026-___

RESOLUTION APPROVING A FIRST AMENDMENT TO THE AGREEMENT

WITH ASSURANCE POLYGRAPH, LLC, CASTRO VALLEY, CA, FOR
POLYGRAPH EXAMINATION SERVICES AND ADDING TWO (2)
ADDITIONAL AGREEMENTS WITH MATTHEW W. LAMPO INVESTIGATIONS

POLYGRAPH, SAN RAMON, CA, AND PACIFIC COAST POLYGRAPH AND

INVESTIGATIONS, ALAMEDA, CA, UNDER THE EXISTING NOT TO EXCEED AMOUNT OF $538,260 BETWEEN ALL AGREEMENTS; AND AUTHORIZING

THE DIRECTOR OF FINANCE TO ADJUST AGREEMENT TOTALS

BETWEEN VENDORS BASED ON AVAILABILITY AND DEPARTMENT NEED,

ENSURING THE COMBINED TOTAL AMOUNT DOES NOT CHANGE AND

AUTHORIZING THE CITY MANAGER, OR HIS DESIGNEE, TO EXECUTE THE

AGREEMENTS
WHEREAS, the Modesto Police Department (MPD) utilizes polygraph examination services as part of its extensive hiring process; and WHEREAS, this process, which also includes a background investigation, helps the Department select viable, high-quality candidates; and WHEREAS, the polygraph exam is an early and critical step in the hiring process for both sworn and non-sworn employees, and the timely access to examination services is essential to maintaining proper staffing levels; and WHEREAS, on February 2, 2021, by Resolution No. 2021-029, Council authorized an agreement for polygraph examination services with Mansfield, Lierly & Associates, Citrus Heights, CA, for a one (1) year agreement with two (2) one-year extension options; and
WHEREAS, on September 13, 2022, by Resolution No. 2022-377, Council authorized an amendment to that agreement for additional polygraph examinations; and
#21..
- 995 -
07/14/2026/MPD/JNicholson/ItemX 2 2026-XX
WHEREAS, on June 11, 2024, by Resolution No. 2024-210, Council authorized a new agreement for Polygraph Examination Services with Assurance Polygraph, LLC, Castro Valley, CA, for a two (2) year agreement with three (3) one-year extension options; and
WHEREAS, since the award of the Assurance Polygraph, LLC agreement, MPD has experienced scheduling challenges in moving candidates through the polygraph phase of the hiring process; and
WHEREAS, these delays result from limited availability in a single vendor’s scheduling capacity and the volume of applicants the MPD processes for the vacant positions it is working to fill; and
WHEREAS, these delays extend the overall hiring timelines and impact the Department’s ability to fill vacancies in a timely manner; and WHEREAS, to address these operational challenges, on June 2, 2026, the Council, by Resolution No. 2026-182, approved a side letter with the Modesto Confidential and Management Association to establish a stipend for an employee(s) who are certified to administer polygraph examinations; and WHEREAS, additionally, and for a longer-term solution, staff also recommends amending the existing agreement and designating two (2) additional vendors as approved providers; and
WHEREAS, the amendment will allow the Department to utilize any of the three (3) approved vendors based on scheduling availability, reducing candidate wait times and accelerating the overall hiring process; and #21..
- 996 -
07/14/2026/MPD/JNicholson/ItemX 3 2026-XX
WHEREAS, this amendment will not change the authorized annual volume of examinations (estimated at 250 per year) or the total contract amount not to exceed $538,260 over five (5) years; and
WHEREAS, in accordance with Modesto Municipal Code Section 8-

3.204(a), Exceptions to Formal Bidding Requirements, Agreements for Professional Services are exempt from the bidding requirements of Modesto Municipal Code 8.3-203 if competitive quotations or proposals have been sought informally from at least three (3) qualified entities. The approval for the Polygraph Examination Services to Matthew W. Lampo DBA Lampo Investigations Polygraph, San Ramon, CA, and Pacific Coast Polygraph and Investigations, Alameda, CA, conforms to Modesto Municipal Code 8-3.204, subsection (a) as they are providing professional services and informal proposals were obtained from not only the existing provider but also three (3) additional vendors, one (1) the City chose not to move forward with due to unresponsiveness and delays in communication.

NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Modesto that it hereby approves the First Amendment to the Agreement with Assurance Polygraph, LLC, Castro Valley, CA, for Polygraph Examination Services and adding two (2) additional agreements with Matthew E. Lampo DBA Lampo Investigations Polygraph, San Ramon, CA, and Pacific Coast Polygraph and Investigations, Alameda, CA, under the existing not to exceed amount of $538,260 between all agreements.
#21..
- 997 -
07/14/2026/MPD/JNicholson/ItemX 4 2026-XX
BE IT FURTHER RESOLVED, that the Director of Finance is authorized to adjust agreement totals between vendors based on availability and department need, ensuring the combined total does not change.

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. #21..
- 998 -
07/14/2026/MPD/JNicholson/ItemX 5 2026-XX
The foregoing resolution was introduced at a regular meeting of the Council of the City of Modesto held on the 14th day of July 2026, 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
#21..
- 999 -

FIRST AMENDMENT TO AGREEMENT
WITH Assurance Polygraph LLC FOR Polygraph Examination Services This FIRST AMENDMENT to the Agreement for Polygraph Examination Services (“AMENDMENT”) is entered into between the CITY OF MODESTO, a municipal corporation of the State of California (hereinafter the “CITY”) and Assurance Polygraph LLC, a California corporation (hereinafter “CONTRACTOR”) as of the ________ day of ___________,2026.

RECITALS
This FIRST AMENDMENT to Agreement for Polygraph Examination Services is made with regard to the following recitals:

WHEREAS, CITY and CONTRACTOR previously entered into an Agreement for Polygraph Examination Services on the 13th day of July, 2024 (the "ORIGINAL AGREEMENT"), and WHEREAS, CITY and CONTRACTOR desire to amend the ORIGINAL AGREEMENT by adjusting the previously approved estimated annual amount from $96,250 to $32,250 for years three, four, and five and a total amount not to exceed from $538,260 to $289,250.

WHEREAS, CITY and CONTRACTOR desire to amend the ORIGINAL AGREEMENT by updating the pricing table.

NOW, THEREFORE, in consideration of this FIRST AMENDMENT, and the mutual promises, covenants, and stipulations contained in the ORIGINAL AGREEMENT and this FIRST AMENDMENT, the parties agree as follows:

1. THE WORK, Section 1, paragraph A, of the Original Agreement shall be amended to include a modification to the original scope of work attached hereto as Exhibit C-1.

2. THE WORK, Section 1, paragraph D, of the ORIGINAL AGREEMENT shall be deleted in its entirety and replaced with the following:
"CONTRACTOR shall furnish said services at the following AGREEMENT rates for an estimated annual amount of $96,250 in years one and two and $32,250 in years three, four and five. The total amount paid by CITY to CONTRACTOR over the full term of the AGREEMENT shall not exceed $289,250. Unless the services provided are for a lump sum or flat fee, fees for work performed by CONTRACTOR on an hourly basis shall not exceed the amounts shown on pricing table attached hereto as Exhibit D.

3. THE WORK, Section 1, AGREEMENT PRICING, of the Original Agreement shall be deleted and replaced in its entirety with the contractual pricing table attached hereto as Exhibit D. #21..
- 1000 -

4. LIABILITY INSURANCE, Section 5, subsection b. Workers' Compensation, of the ORIGINAL AGREEMENT shall be deleted in its in its entirety and replaced with the following:
“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 per accident for bodily injury or disease. (Not required if consultant provides written verification, it has no employees)”

5. TERMINATION OF SERVICES, paragraph 2, Termination by City for Convenience shall be deleted in its entirety and replaced with the following:
"Termination for Convenience: Either party may also terminate this AGREEMENT the either in whole or in part, at its own discretion and without cause by written notification."

6. Except as modified and amended by this FIRST AMENDMENT, all other provisions of the Agreement, shall remain unchanged and in full force and effect.

IN WITNESS WHEREOF, the CITY OF MODESTO, a municipal corporation, has authorized the execution of this FIRST AMENDMENT to the ORIGINAL AGREEMENT for Polygraph Examination Services by its City Manager and attestation by its City Clerk under the authority of Resolution No. 2026-____ on the ________ day of ___________, 2026, and Assurance Polygraph LLC has caused this FIRST AMENDMENT to be duly executed as of the Effective Date.
#21..
- 1001 -
T: 510-660-3150 // W: www.assurancepolygraph.com // E: [email protected] Jada Dessaure
Polygraph Examiner
20200 Redwood Road
Unit 9
Castro Valley, CA 94546

DEAR JESSICA NICHOLSON,
I am writing to request an amendment to the current polygraph services agreement for the extension period.

My company will transition from its current role as the sole or primary provider of polygraph services to a supplemental provider model. Under this arrangement, examination requests will continue to be scheduled through the established agency process, without any guaranteed minimum or maximum volume.

My company will maintain one qualified examiner available to perform examinations on an as-needed basis. Examination scheduling will continue to be based upon examiner availability and agency needs, consistent with the scheduling practices utilized throughout the current contract term.

The Agency will continue to receive the same level of professional service, including quality assurance standards, responsiveness, and report turnaround times established under the current agreement.

Contract Amendment – Section 1.2(E) Scheduling Requirement With respect to Section 1.2(E), which currently requires that examinations be conducted within seven (7) business days after request, my company respectfully requests that this requirement be modified.

Upon receipt of an examination request from the Agency, my company will promptly transmit a scheduling invitation directly to the examinee and provide access to the examiner’s scheduling system within seven (7) business days of the request. The scheduling system reflects real-time examiner availability and serves as the official scheduling window, controlled and maintained by the Contractor. The examinee will then retain full discretion to select an available appointment date within the available appointment options displayed in the Contractor’s scheduling system at the time of selection, based on their own availability.

This process reflects the operational scheduling structure, which is jointly dependent on examiner availability and examinee selection. While my company can ensure timely issuance of scheduling access following agency #21..
- 1002 -
request, it cannot control or guarantee the timing of the examinee’s selection of an appointment date.

Accordingly, my company requests that Section 1.2(E) be amended to reflect the following standard: “Upon receipt of a request, the Contractor shall issue a scheduling invitation to the examinee within seven (7) business days. The examinee shall select an available appointment from the Contractor’s scheduling calendar based on mutual availability. Examination dates shall be determined through the scheduling system and subject to examiner availability.”
My company will continue to meet the intent of timely service initiation by ensuring that all scheduling invitations are transmitted within seven (7) business days of agency request. Regarding reporting requirements, my company will continue to provide all required reports and forms within two (2) business days of the completion of the examination, except in rare instances involving extenuating circumstances outside the normal course of operations.

Urgent Examination Accommodation
When requested by the Agency and operationally feasible, Assurance Polygraph may provide expedited scheduling for time-sensitive examinations that cannot wait for the next available appointment. This accommodation may require adjusting existing availability, reallocating appointment slots, extending scheduled testing hours, or directly contacting the examinee to secure an earlier appointment date than would otherwise be available through standard scheduling procedures.

Urgent examination accommodation is subject to examiner availability and is not guaranteed. Examinations scheduled under this expedited process will be billed at $500.00 per examination and are limited to four (4) urgent examinations per month.

Staffing Update
My company also notes that the examiner previously assigned under the initial contract will no longer be affiliated with the company. During the term of the current agreement, she provided exceptional professional polygraph services and contributed significantly to contract performance and continuity.

If the Agency is interested in engaging her for future work independent of this contract, I would be happy to provide her contact information upon request and offer my highest professional recommendation based on her performance under this agreement.

Rate Adjustment Request
#21..
- 1003 -
In conjunction with these amendments, I respectfully request an adjustment to the current examination rate from $385.00 to $412.00 per examination, representing an approximate 7% increase.

This adjustment reflects increased operating and compliance-related costs over the contract term and supports the continued availability of service under the revised supplemental provider model.

All other terms and conditions of the agreement would remain unchanged.

I appreciate your consideration of this request and look forward to your response regarding the proposed amendment.

Sincerely,
Jada Dessaure
#21..
- 1004 -
EXHIBIT D – REVISED PRICING SCHEDULE
Description Unit Price
Polygraph Examination EA $412.00
Urgent Polygraph Examinations
(limited to 4 per month) EA $500.00
*Any No-Show or Cancellation with less than 24 hours’ notice will be subject to charge at unit price above.

Description Unit Unit Price
Daily Per-Diem Daily $1285.00
Description Unit Unit Price
Court Testimony or other
administration hearing support Daily $1285.00
#21..
- 1005 -
California Levine Act Disclosure
California Government Code Section 84308, also known as the "Levine Act", prohibits City “officers” from participating in any action related to a license, permit, or other entitlement for use (a “proceeding”) if such member accepts, solicits, or directs political contributions from a party to the proceeding or their agent totaling more than $500 while the proceeding is pending before the agency, and for twelve (12) months following the date a decision concerning the proceeding has been made. The Levine Act also requires disclosure of such contribution by a party to the proceeding.

Section 84308(a)(4) of the Levine Act defines an "officer" as follows: “Officer” means any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency. The term “officer” is further defined 2 Cal. Code Regs. Section 18438.1, which states:

An officer of an agency includes only those persons who make, participate in making, or in any way attempt to use their official position to influence a decision in the license, permit, or entitlement for use proceeding, or who exercise authority or budgetary control over the agency of officers who may do so, and:
(1) Serve in an elected position, including an official appointed to an elected position due to an interim vacancy or an election otherwise canceled because the official was the sole candidate for the position; (2) Serve as a member of a board or commission;
(3) Serve as the chief executive of a state agency, or county, city or district of any kind; or (4)Have decision making authority with respect to the proceeding involving a license, permit, or other entitlement for use and is also a candidate for elected office or has been a candidate for elective office in the 12 months prior to the proceeding.

A list of Modesto City Council Board Members can be found online at: Modesto City Council https://modestogov.com/706/Council-Members (modestogov.com). The party making this certification is responsible for determining whether a recipient of a political contribution is a City officer prior to answering the following questions:

1. Have you, your company, or any agent on behalf of you or your company, made any political contributions of more than $500 to any City officer, in the twelve (12) months preceding the date of the submission of your proposals or the anticipated date of any Council action related to this contract?
___ YES If yes, please identify the Councilmember(s):
___ NO

2. Do you, or your company, or any agent on behalf of you or your company, anticipate or plan to make any political contribution of more than $500 to any City officer in the twelve (12) months following any Council action related to this contract?
___ YES If yes, please identify the Councilmember(s):
___ NO
X
X
#21..
- 1006 -
Answering YES to either of the questions above does not preclude the City of Modesto from awarding a contract to your firm or taking any subsequent action related to the contract. It may, however, preclude the identified City officer from participating in any actions related to such contract.

HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.
_________________ _____________________________
Date Signature of authorized individual
_____________________________
Company/Applicant Name
June 24, 2026
Jada Dessaure
#21..
- 1007 -

FINANCIAL INTEREST DISCLOSURE
Any contract award therewith will require approval by a majority vote of the City of Modesto’s City Council.

In order to have full transparency in any City of Modesto commercial actions, the City Council may not approve an agreement between the City and the Vendor until all person with a direct or indirect financial interest of greater than $2,000 in the Vendor are identified by name.

Vendor must therefore complete this Financial Interest Disclosure Form, listing by name all parties that have a material financial interest in the agreement, contract or development right.

Financial Interest Disclosure to City of Modesto
The Vendor shall identify any person with a financial interest in the Vendor by name, below.

For the purposes of this disclosure, a “Financial Interest” shall have the meaning contained in Modesto Municipal Code section 2-10.02.

Persons having an aggregate economic interest in the Vendor less than two thousand dollars ($2,000.00) at all times prior to final Council action of the proposed contract are not required to be listed on the Financial Interest Disclosure.

Notwithstanding the foregoing, a Financial Interest Disclosure is not required for a Vendor meeting the financial criteria for listing on the New York or the Pacific Stock exchanges unless it is reasonably foreseeable that a City Council decision will increase or decrease that entity's gross revenues or expenses by one million dollars ($1,000,000) or more and the requirements of Modesto Municipal Code Section 2-10.03(h) are satisfied.

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 Vendor is true, correct and complete. By signing below, 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.
#21..
- 1008 -
Print Names of Persons Having a Financial Interest in Vendor Receiving this Agreement:

Bidder Company Name:

Name of Vendor Signatory:

Signature of Vendor Representative:

Jada, Dessaure
Assurance Polygraph LLC
Jada Dessaure
#21..
- 1009 -
1 ANNUAL AGREEMENT # 270630 POLYGRAPH EXAMINATION SERVICES This agreement, hereinafter called AGREEMENT, made, and entered into in The City of Modesto, State of California, this ____ day of ____________________ , 2024, by and between The City of Modesto, a municipal corporation of the State of California, hereinafter called CITY, and Assurance Polygraph LLC, a California corporation, hereinafter called CONTRACTOR.

WITNESSETH:

WHEREAS, the Modesto City Council adopted Resolution No. 2024-_____ authorizing the Award of Bid and agreement for POLYGRAPH EXAMINATION SERVICES to CONTRACTOR, attached hereto as , and
WHEREAS, the CONTRACTOR provided a responsive and responsible submittal that best meets the CITY needs, , and
WHEREAS, the CITY and CONTRACTOR shall enter into an agreement for the POLYGRAPH EXAMINATION SERVICES as described in IFB 2324-33
hereof (hereinafter called IFB).

#21..
- 1010 -
2 NOW, THEREFORE, the parties hereto mutually agree as follows:

1. THE WORK:
a) CONTRACTOR shall furnish all labor, materials, equipment, fuel, travel expenses, tools, licenses, and insurance necessary to perform and complete the required work as specified in th the conditions of the complete AGREEMENT.
b) CONTRACTOR shall do and perform the work contemplated hereby in a good workmanlike manner under the direction of and to the satisfaction of the CITY Representative. c) CONTRACTOR shall maintain proper insurance with the CITY for the duration of the AGREEMENT.
d) CONTRACTOR shall furnish said services at the following AGREEMENT rates for an estimated annual amount $96,250. The total amount paid by CITY to CONTRACTOR over the full term of the AGREEMENT shall not exceed $538,260. Unless the services provided are for a lump sum or flat fee, fees for work performed by CONTRACTOR on an hourly basis shall not exceed the amounts shown on Bid attached hereto as Exhibit B.

AGREEMENT PRICING
Description Unit Unit Price
Polygraph Examination EA $ 385
*Any NoDescription Unit Unit Price
Daily Per-Diem Daily $1,200
Description Unit Unit Price
Court Testimony or other
administration hearing support Daily $1,200
#21..
- 1011 -
3 2. CITY REPRESENTATIVE:

CITY Representative: Jessica Smart, Modesto Police Department, Police Administrator, (209) 572-9518, [email protected]
Purchasing Contact: Holly Gonzales, Buyer, (209) 341-2908, [email protected] The CITY Representative is not authorized to commit the CITY to changes in specifications, requirements, or scope of work, changes in price(s), period of performance or delivery date(s) or method of shipment. Changes of a contractual or business nature shall be effective only by written change to the AGREEMENT, issued by the City of Modesto, Purchasing Division.

3. CONTRACTOR CONTACT:

Contractor Contact: Jada Dessaure, Assurance Polygraph, Owner, (510) 660-3150, [email protected]

4. TERM OF AGREEMENT:

The term of the AGREEMENT 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.

Year 1: July 13, 2024, through July 12, 2025
Year 2: July 13, 2025, through July 12, 2026
Year 3: July 13, 2026, through July 12, 2027
Year 4: July 13, 2027, through July 12, 2028
Year 5: July 13, 2028, through July 12, 2029
Pricing as set forth in Section 1.d. above shall remain firm for the first two years of the AGREEMENT.

Price increases for any subsequent AGREEMENT years three through five, shall not exceed the percentage change in the Consumer Price Index (CPI) for West Urban Area in any one AGREEMENT year, and shall be negotiated through the Purchasing Division. Requests for price increases shall be submitted by CONTRACTOR in writing, ninety (90) days prior to the annual anniversary date of the AGREEMENT to be effective for the subsequent year.
#21..
- 1012 -
4 5. LIABILITY INSURANCE:

The CONTRACTOR 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 City Clerk of the CITY. The policies or certificates thereof shall provide that, at least 30 days prior to cancellation or material change in the policy, notices of same shall be given to the Risk Manager of the CITY via PINS Advantage Insurance Program, for all of the following stated insurance policies.
a. General Liability - insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage. 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 occurrence limit. 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 contractors and subcontractors; products and completed operations; and/or professional liability. b. 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 per accident for bodily injury or disease. c. Professional Liability - insurance with a minimum limit of $1,000,000 per claim and $200,000,000 policy 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 CONTRACTOR shall promptly obtain a new provided. Upon failure of the CONTRACTOR 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 CONTRACTOR to obtain and/or maintain any required insurance shall not relieve the #21..
- 1013 -
5 CONTRACTOR from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of the CONTRACTOR 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 CONTRACTOR for the CITY.
as respects the CITY; shall include no special limitations to coverage provided to additional insured; and shall be placed with insurer(s) with accep
Manager.

For any claims related to this AGREEMENT
insurance as respects CITY, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by CITY, its officers, officials, employees, or volunteers shall be excess of insurance and shall not contribute with it.

6. PAYMENT:

CONTRACTOR shall invoice CITY not less than once per month based on the cost for services performed and reimbursable costs incurred prior to the invoice date. All invoices shall be paid in full the following payment terms within thirty days after completion and acceptance of the Services by the CITY, and receipt of a properly prepared invoice, CITY will pay CONTRACTOR Net 45 Days via manual check. The CITY is exempt from payment of Federal Excise Tax, and all invoices shall be exclusive of such excise tax.

Invoice to: City of Modesto
Attn: Accounts Payable
P.O. Box 642
Modesto, CA 95353
Email to: [email protected]
At a minimum, invoices shall state the following:

This AGREEMENT number: 270630
#21..
- 1014 -
6 CITY department/division name and address.

Billing period.

Service hours worked day and week.

Candidate name, Unit price, extended price, sales tax and total.

7. INDEMNITY:

The CONTRACTOR shall hold the CITY, its agents, officials, 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 negligent or intentional act or omission of CONTRACTOR, or its agents, officials, officers, employees, or volunteers relating to or during the performance of its obligations under this officers, and employees harmless under the provisions of this paragraph is not limited to or restricted by any requirement in this AGREEMENT for CONTRACTOR to procure and maintain a policy of insurance.

8. VENUE & GOVERNING LAW:

Venue for any dispute or claim arising or related to this AGREEMENT its performance, breach, or interpretation (including issues about its validity or enforceability), shall be exclusively in the Superior Court of Stanislaus County or the United States District Court for the Eastern District of California This AGREEMENT shall be deemed made in, governed by, performed in, and construed and enforced in accordance with the laws of the State of California, without giving effect to its conflicts of laws, provisions, or principles.

9. If a party to this AGREEMENT brings any action, including an action for declaratory relief, to enforce or interpret the provision of this AGREEMENT, the prevailing party shall be entitled to reasonable #21..
- 1015 -
7 the same action or in a separate action brought for that purpose.

10. COMMENCEMENT AND COMPLETION OF THE WORK:

The work contemplated herein shall be commenced after the agreement administrator receives and has on file:

Proofs of insurance (approved by CITY Risk Manager); and Executed Agreement:
a. Resolution No.2024-_______
b. CONTRACTOR Bid submittal.
c. IFB No. 2324-33

11. TERMINATION OF SERVICES:

Failure to correct any non-performance shall allow the non-breaching party to terminate this AGREEMENT for cause.

Termination by City for Convenience: The City may also terminate this AGREEMENT the Contractor's performance under the Agreement, either in whole or in part, at its own discretion and without cause.

Post-Termination Procedure
Upon receipt of a written notice of termination pursuant to either of the foregoing paragraphs, the CONTRACTOR shall:
a. Cease its work as directed in the notice of termination as of the termination date and see to it that its employees, subcontractors, and agents are notified of such termination and act as specified in the notice of termination. b. Terminate all orders and subcontracts except as necessary to complete any portion #21..
- 1016 -
8 of the SERVICES that are 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, but in no event shall recovery by any CONTRACTOR or subcontractor include lost profits for portions of the SERVICES 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 CONTRACTOR in performing the SERVICES 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 SERVICES 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 SERVICES and/or property related to the SERVICES.
h. If CITY so requests, and at CITY's cost, CONTRACTOR shall provide sufficient oral or written status reports to make CITY reasonably aware of the status of i.
discretion, refuse to pay CONTRACTOR for that portion of CONTRACTOR's SERVICES which were performed by CONTRACTOR on the project prior to the termination date and which remain unacceptable and/or not useful to CONTRACTOR as of the termination date.

CITY will pay CONTRACTOR for SERVICES completed prior to the receipt of the termination notice or otherwise completed in accordance with the notice of termination. The final payment to #21..
- 1017 -
9 the CONTRACTOR 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 SERVICES such as subcontractor agreements or contracts for materials. b. The AGREEMENT price allocable to the portion of the SERVICES properly performed or goods supplied to the work site by the CONTRACTOR as of the date of termination, as determined in accordance with the notice of termination, reduced by any sums previously paid to the CONTRACTOR for such SERVICES.

12. COMPLIANCE WITH ALL LAWS:

13. FAILURE TO PERFORM SATISFACTORY WORK:

It is agreed and understood that if the CONTRACTOR fails to perform the SERVICES as specified herein, CITY's representative may:
a. Consent to accept such unsatisfactory service with an appropriate adjustment in contract price, based on established cost factors,
b. Have such required work done by CITY forces or otherwise, and charge the cost thereof to the CONTRACTOR, or
c. Recommend termination of AGREEMENT between said the CONTRACTOR and the City of Modesto.

Those discrepancies and deficiencies in the SERVICES 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 SERVICES not corrected or completed. #21..
- 1018 -
10 14. ASSIGNMENT OF RIGHTS: The 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 acquisition of goods, services, or materials pursuant to this AGREEMENT or any allowed 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 makes final payment to the CONTRACTOR, without further acknowledgment by the parties (Government Code, Sections 4550-4554).

15. CITY PROCESS/PROCEDURE APPROVALS:

CITY approval of any process or procedure shall not relieve CONTRACTOR of its responsibility to furnish the required SERVICES meeting all specifications contained herein.

16. CONTRACTOR'S RESPONSIBILITY FOR DAMAGES:

If CONTRACTOR damages any property belonging to the CITY or a third party, the ense, to
the satisfaction of the CITY. In the event that CONTRACTOR fails to perform the necessary repairs, the CITY may either retain from the money due to CONTRACTOR an amount sufficient to repair the damage or perform the repairs and send an invoice to the CONTRACTOR for such costs, which shall be paid within thirty (30) days.

17. NOTICES:

CONTRACTOR: Assurance Polygraph LLC
Jada Dessaure - Owner
3666 Seven Hills Road,
Castro Valley, CA 94546
[email protected]

#21..
- 1019 -
11 CITY: City of Modesto
Purchasing Division
P.O. Box 642
Modesto, CA 95353

Each party may change its address for delivery of notice by delivering written notice of such change of address to the other party.

18. SIGNATORY(IES) FOR CONTRACTOR:

Each signatory for CONTRACTOR below warrants and represents that it is legally competent to, and have full authority to, execute the AGREEMENT.

19. QUANTITIES:

No minimum or maximum is guaranteed or implied.

20. 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.

21. OTHER GOVERNMENT/PUBLICLY FUNDED AGENCIES:

22. NON-DISCRIMINATION:
a. During the performance of this AGREEMENT, CONTRACTOR and any allowed 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), sexual orientation, or any other basis prohibited by Federal or California law. Equal employment opportunity extends, but is not limited to recruitment, compensation, benefits, layoff, #21..
- 1020 -
12 termination, and all other conditions of employment. The CONTRACTOR and any allowed subcontractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free of such discrimination. The CONTRACTOR and any allowed 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, and 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. The CONTRACTOR and any allowed 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. The CONTRACTOR shall include the nondiscrimination and compliance provisions of this clause in any allowed subcontracts to perform SERVICES. d. The 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 24 , to such of its books, records, accounts, other sources of information and its facilities as said Department or CITY shall require ascertaining compliance with this AGREEMENT.

By executing this AGREEMENT, CONTRACTOR certifies that it shall follow and be 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.
#21..
- 1021 -
13 23. CONTRACTOR LICENSES & PERMITS:

CONTRACTOR warrants and represents that it possesses and shall maintain all licenses, and shall secure and maintain all necessary permits, necessary to perform the SERVICES.

24. RECORDS:

All final versions of reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that CONTRACTOR prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the CITY. CONTRACTOR hereby agrees to deliver those documents to the CITY upon termination of the AGREEMENT, and the CITY may use, reuse, or otherwise dispose of the ments and other
materials, including but not limited to those described above, prepared pursuant to this AGREEMENT are prepared specifically for the City and are not necessarily suitable for any future or other use. 25. FACILITIES AND EQUIPMENT:

26. INDEPENDENT CONTRACTOR; NOT AGENT:

At all times during the term of this AGREEMENT, CONTRACTOR shall be an independent contractor and shall not be an employee of CITY. CITY shall have the right to control CONTRACTOR only specify in writing, CONTRACTOR shall have no authority, express or implied, to act on behalf of CITY in any capacity whatsoever as an agent. CONTRACTOR shall have no authority, express or implied, pursuant to this AGREEMENT to bind City to any obligation whatsoever.

27. DRUG FREE WORKPLACE:

CONTRACTOR certifies that it is following and in compliance with Sections 8350 - 8355 of #21..
- 1022 -
14 Chapter 5.5 of the Government Code, Drug Free Workplace Act whereby each 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.

28. ASSIGNMENT:

Neither this AGREEMENT nor any SERVICES hereunder shall be subcontracted or assigned by CONTRACTOR without the prior written consent of the CITY in each and every instance.

29. WAIVER:

30. HEADINGS NOT CONTROLLING:

Headings used in the Agreement are for reference purposes only and shall not be considered in construing this AGREEMENT.

31. MISCELLANEOUS:

AGREEMENT.

32. ENTIRE AGREEMENT:

This Agreement and its exhibits contain the entire understanding between CONTRACTOR and CITY. Additional or new terms contained in this AGREEMENT which vary f controlling and are deemed accepted by CONTRACTOR by performance of any SERVICES or other commencement of performance hereunder. The terms and conditions of the IFB, attached hereto as Exhibit C, are incorporated herein. In the event of a conflict between the IFB and this AGREEMENT, this AGREEMENT shall control. All previous bids, 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 or exception to any of the terms, conditions, and provisions of this AGREEMENT shall be considered valid unless specifically agreed to in writing by the parties.
#21..
- 1023 -
15 33. 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.
#21..
- 1024 -
16 IN WITNESS WHEREOF, the CITY OF MODESTO, a municipal corporation, has authorized the execution of this Agreement by its City Manager and attested by its City Clerk under authority of Resolution No. 2024- _________ adopted by the Council of the City of Modesto on the _____________ day of _____________________, 2024 and Assurance Polygraph LLC has caused this Agreement to be duly executed. #21..
- 1025 -

CITY OF MODESTO,
a municipal corporation
BY: ____________________________
JOSEPH P. LOPEZ, City Manager
ATTEST:
(Seal)
BY: ____________________________

DIANE NAYARES-PEREZ, CMC,
City Clerk
________________________________ BY: ____________________________ By _____________________________
Name Title
BY: ____________________________
By _____________________________
Name Title
APPROVED AS TO FORM:

BY: ____________________________
JOSE M. SANCHEZ, City Attorney
APPROVED AS TO FORM:

BY: ____________________________
MATTHEW BRALEY, ARM-PE, Risk Manager
Federal ID # ___________
#21..
- 1026 -
͑͏͑͏͏ϙôîſĺĺî

ÍŜťŘĺϙ«ÍīīôƅϠϙ
ϙ͓͔͓͕͘ϙ
͔͐͏ϱ͕͕͏ϱ͔͒͐͏ϙ
îıĖĲЬÍŜŜŪŘÍĲèôŕĺīƅČŘÍŕēϟèĺıϙ
®®®ϟb
(i[´@Fϟ
ia
"ôÍŘϙ
ĖťƅϙĺċϙaĺîôŜťĺϙŘĺèŪŘôıôĲťϙiċċĖèôϠϙ
IϠϙVÍîÍϙ"ôŜŜÍŪŘôϠϙĖĲϙıƅϙèÍŕÍèĖťƅϙÍŜϙ
(iϯiſĲôŘϠϙÍıϙŕīôÍŜôîϙťĺϙŜŪæıĖťϙťēĖŜϙæĖîϙĺĲϙæôēÍīċϙĺċϙ
ŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙĖĲϙŘôŜŕĺĲŜôϙťĺϙťēôϙ
ĖťƅϙĺċϙaĺîôŜťĺϙIĲŽĖťÍťĖĺĲϙ>ĺŘϙĖîŜϙϭ͓͑͒͑ϱ͒͒ϟϙŜϙ
ťēôϙÍŪťēĺŘĖƏôîϙŘôŕŘôŜôĲťÍťĖŽôϠϙIϙÍċċĖŘıϙťēÍťϙŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϠϙÍīĺĲČϙſĖťēϙĖťŜϙÍČôĲťŜϠϙēÍŜϙ ťēĺŘĺŪČēīƅϙÍèŗŪÍĖĲťôîϙĖťŜôīċϙſĖťēϙťēôϙŘôŗŪĖŘôıôĲťŜϙĺŪťīĖĲôîϙĖĲϙťēôϙ ĖťƅϙĺċϙaĺîôŜťĺϙ
IĲŽĖťÍťĖĺĲϙ>ĺŘϙĖîŜϙϭ͓͑͒͑ϱ͒͒ϙċĺŘϙĺīƅČŘÍŕēϙ(ƄÍıĖĲÍťĖĺĲϙôŘŽĖèôŜϟϙ ƅϙŜŪæıĖťťĖĲČϙťēĖŜϙæĖîϠϙŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙÍŜŜôŘťŜϙĖťŜϙèĺııĖťıôĲťϙťĺϙÍîēôŘôϙťĺϙťēôϙ ČŪĖîôīĖĲôŜϙŜŕôèĖċĖôîϙĖĲϙôèťĖĺĲϙ͐ϟ͑ϙ@ôĲôŘÍīϙôŗŪĖŘôıôĲťŜϙťĺϙċŪīċĖīīϙťēôϙťôŘıŜϙĺċϙťēĖŜϙ èĺĲťŘÍèťϟϙĲƅϙôƄèôŕťĖĺĲŜϙťĺϙťēôϙIĲŽĖťÍťĖĺĲϙ>ĺŘϙĖîϙēÍŽôϙæôôĲϙîŪīƅϙĲĺťôîϙĖĲϙťēôϙ èĺŘŘôŜŕĺĲîĖĲČϙŜôèťĖĺĲϙĺċϙĺŪŘϙæĖîϙŘôŜŕĺĲŜôϟϙiŪŘϙèĺıŕÍĲƅϙŕĺŜŜôŜŜôŜϙťēôϙèÍŕÍæĖīĖťƅϙťĺϙıôôťϙ ťēôϙıĖĲĖıŪıϙĲŪıæôŘϙĺċϙôƄÍıŜϙŜťĖŕŪīÍťôîϙĖĲϙťēĖŜϙIĲŽĖťÍťĖĺĲϙ>ĺŘϙĖîϟϙ IϙſĺŪīîϙīĖħôϙťĺϙēĖČēīĖČēťϙťēÍťϙŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙ[[
ϠϙĖťŜϙŜŪæŜĖîĖÍŘĖôŜϠϙŕÍŘôĲťϙèĺıŕÍĲƅϠϙ
ĺťēôŘϙèĺŘŕĺŘÍťôϙÍċċĖīĖÍťôŜϠϙÍĲîϙŜŪæèĺĲťŘÍèťĺŘŜϙēÍŽôϙĲôŽôŘϙîôċÍŪīťôîϙĖĲϙŕôŘċĺŘıÍĲèôϙĺĲϙÍĲƅϙ èĺĲťŘÍèťϙŜĖĲèôϙĖĲèôŕťĖĺĲϠϙīôÍîĖĲČϙťĺϙèĺĲťŘÍèťϙťôŘıĖĲÍťĖĺĲϙæƅϙťēôϙĺťēôŘϙŕÍŘťƅϟϙ>ŪŘťēôŘıĺŘôϠϙ ĲĺϙīÍſŜŪĖťŜϙēÍŽôϙôŽôŘϙæôôĲϙċĖīôîϙÍČÍĖĲŜťϙŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙ[[ ϙĺŘϙĖťŜϙÍċċĖīĖÍťôŜ
ŜϙŕôŘϙôèťĖĺĲϙ͐ϟ͒ϙĺċϙťēôϙIĲŽĖťÍťĖĺĲϙ>ĺŘϙĖîŜϠϙſôϙÍťťôŜťϙťēÍťϙŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙıôôťŜϙťēôϙ ıĖĲĖıŪıϙŗŪÍīĖċĖèÍťĖĺĲϙŘôŗŪĖŘôıôĲťŜϠϙſĖťēϙŕŘĺĺċϙĺċϙťēôŜôϙŗŪÍīĖċĖèÍťĖĺĲŜϙŕŘĺŽĖîôîϙĖĲϙťēôϙ ŘôīôŽÍĲťϙŜôèťĖĺĲϙĺċϙĺŪŘϙæĖîϟϙ
îîĖťĖĺĲÍīīƅϠϙŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙÍĲîϙĖťŜϙÍČôĲťŜϙÍèħĲĺſīôîČôϙťēôϙĺæīĖČÍťĖĺĲϠϙÍŜϙĺŪťīĖĲôîϙ ĖĲϙôèťĖĺĲϙ͐ϟ͒ϠϙťĺϙĺæťÍĖĲϙťēôϙĲôèôŜŜÍŘƅϙŪŜĖĲôŜŜϯ"ôīĖŽôŘƅϙīĖèôĲŜôϙċŘĺıϙťēôϙ ĖťƅϙĺċϙaĺîôŜťĺϙ
æôċĺŘôϙèĺııôĲèĖĲČϙÍĲƅϙſĺŘħϙĺŘϙîôīĖŽôŘĖĲČϙôŗŪĖŕıôĲťϙĺŘϙıÍťôŘĖÍīŜϙŪĲîôŘϙťēĖŜϙŜŕôèĖċĖèÍťĖĺĲϙ ÍĲîϙæĖîϟϙ®ôϙèĺııĖťϙťĺϙıÍĖĲťÍĖĲĖĲČϙťēĖŜϙīĖèôĲŜôϙċĺŘϙťēôϙîŪŘÍťĖĺĲϙĺċϙťēôϙÍČŘôôıôĲťϟ ēÍĲħϙƅĺŪϙċĺŘϙèĺĲŜĖîôŘĖĲČϙŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙċĺŘϙťēĖŜϙĺŕŕĺŘťŪĲĖťƅϟϙ®ôϙīĺĺħϙċĺŘſÍŘîϙťĺϙťēôϙ ŕĺŜŜĖæĖīĖťƅϙĺċϙèĺĲťŘĖæŪťĖĲČϙĺŪŘϙôƄŕôŘťĖŜôϙťĺϙťēôϙ
ĖťƅϙĺċϙaĺîôŜťĺϟϙ
ĖĲèôŘôīƅϠ
VÍîÍϙ"ôŜŜÍŪŘôϙ

(iϯiſĲôŘϙ
ŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙ
#21..
- 1027 -
1 INVITATION FOR BIDS (“IFB”) NO. 2324-33
FOR

POLYGRAPH EXAMINATION SERVICE
BID OPENING: December 19, 2023, at 11:00 A.M.

CITY OF MODESTO CONTACT: Holly Gonzales, Buyer
E-MAIL ADDRESS: [email protected]
#21..
- 1028 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
15 BID SUBMITTAL CHECKLIST

BID SUBMITTAL CHECKLIST
The Bidder shall provide a complete Bid in a sealed envelope by the required deadline on the Bid Opening Date. Failure to provide all the required documents may cause the Bid to be considered nonresponsive.

Bidder’s Bid must contain the following applicable elements completed and signed as described morefully herein. The following checklist is provided solely for Bidder’s use in reviewing the completeness of your submission:

COMPLETE BID ELEMENTS
Bid Form A – IFB Acknowledgement
Bid Form B – Bidder Company Information
Bid Form C - Pricing Schedule
Bid Form D – Bidder Exceptions, Clarifications, Amendments Bid Form E – Bidder Customer References
Bid Form F - Financial Interest Disclosure
Bid Form G – Support of Local Vendors
Bid Form H – Bidder Company History Statement
Bid Form I - Addenda Acknowledgement
Bid Form J – Bidder Warranty Statements
Bid Form K – Bidder Experience and Certifications
Bid Form L - Subcontractor List
Bidder’s submission should include all City of Modesto forms. If any form is not applicable, Bidder should write or type “Not Applicable” on it but still include the form in your submission. #21..
- 1029 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
16 BID FORM A - IFB ACKNOWLEDGEMENT
The City is soliciting Bids from qualified firms (each a “Bidder” to fulfill The City’s requirements per the specifications, terms and conditions contained in this Invitation for Bids (“Invitation for Bids” or “IFB”). This Bid Acknowledgement must be completed, signed by an authorized responsible officer or employee, dated, and submitted with the Bid response. Obligations assumed by such signature will include the following:

1. Preparation of Bids: (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 Bid. (b) Quote price as specified in Bid. No alterations or changes of any kind shall be permitted to the Bid Form. Responses that do not comply shall be subject to rejection in total.

2. Failure to Submit Bid: If you are not submitting a Bid but want to remain on the mailing list and receive future Bids, complete, sign and return this Bid Acknowledgement and state the reason you are not pricing.

3. Taxes and Freight Charges: (a) Unless otherwise required and specified in the IFB, the prices quoted herein do not include Sales, Use or other taxes. (b) No charge for delivery, drayage, express, parcel post packing, cartage, insurance, license fees, permits, costs of bonds, or for any other purpose, except taxes legally payable by City, will be paid by the City unless expressly included and itemized in the Bid. (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 City as such papers may be accepted by the carrier as proof of the exempt character of the shipment. (d) Articles sold to The City are exempt from certain Federal excise taxes. The City will furnish an exemption certificate.

4. Award: (a) Unless otherwise specified by the Bidder or the IFB gives notice of an all-or-none award, The City may accept any item or group of items of any Bid. (b) Bids are subject to acceptance by The City at any time within 45 days of opening, unless otherwise specified in the IFB.

A Bidder shall not change its bid if accepted within such time. (c) A valid, contract based on the sample agreement attached to the IFB and the submitted bid shall be mailed, or otherwise furnished, to the successful Bidder within the time for acceptance specified, and such contract shall be a binding agreement 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: Bidders 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 unpatented invention, article or appliance furnished or used in connection with the contract or purchase order.
#21..
- 1030 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
17 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 Bidder’s expense.

7. Rights and Remedies of City for Default: (a) In the event any item furnished by the Bidder in the performance of the contract or purchase order should fail to conform to the specifications therefore or to the sample submitted by the Bidder with its Bid, the City may reject the same, and it shall thereupon become the duty of the Bidder 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 Bidder fail, neglect or refuse to do so, the City shall thereupon have the right to purchase in the open market, in lieu thereof, a corresponding quantity of any such items. City may deduct from any moneys due or that may there after coming due to Bidder or send an invoice to the Bidder which shall be paid within thirty (30) days, 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 Bidder 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 Bidder. (c) The rights and remedies of the City provided above shall not be exclusive and are in addition to any other rights and remedies provided by law or under the contract.

8. Payment Terms and Methods: Bidder will be able to choose from either of the following payment methods and associated timings:
(a) Option A (Preferred): City of Modesto ePay Payment: This secure payment methodology is preferred by an increasing number of the City’s suppliers. On Net 30-day timing, you will receive a single-use Master Card number with a detailed remittance for each payment. You will process the payment though your POS/Card terminal. The payment remittance will be sent from [email protected] via email and will contain the following information: • 16-digit credit card number • Expiration date • Security code • Total dollar amount of invoices to be paid. • Invoices reference numbers and corresponding amounts ePay results in small percentage rebate of 1.0% to The City through the card issuer. That rebate amount will be considered by The City in its evaluation of Bidder’s pricing proposal hereunder. Information about enrolling in MasterCard ePay program can be obtained from the City’s contact listed on the Cover Page of this IFB.
#21..
- 1031 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
18 (b) Option B – Manual Check: On Net 45 Day timing, the City will mail a hardcopy check to Bidder. The payment will be deemed to have been made when the check envelope is mailed via US Postal Service First Class Mail. The timing of the mailing will be at the end of the Net 45 Day period. Additional time should be estimated by the Bidder for the check to be in transit, and to await deposit and clearance by Bidder staff.

9. California Government Code Section 4552: In submitting a Bid to the City, the Bidder offers and agrees that if the Bid is accepted, it will assign to the City 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 Services, materials, or services by the Bidder for sale to the purchasing body pursuant to the Bid. Such assignment shall be made and become effective at the time the purchasing body tender’s final payment to the Bidder.

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 under a contract or purchase order resulting from this Bid.

11. Two “Inked” Signed Original Bids Document Required: Failure to furnish two “inked” signed original Bid document may result in disqualification. These must be accompanied by one copy and one electronic document recorded onto a USB storage device.

12. Minor Irregularities. The City reserves the right, in its sole discretion, to waive any informalities or minor irregularities in a Bid.

The undersigned acknowledges receipt of the referenced IFB and/or Addenda and offers and agrees to furnish the articles and/or services specified on behalf of the Bidder indicated in Bidder’s Bid Forms A through L, attached hereto, and made a part hereof, for the pricing proposed on the Pricing Schedule.

Bidder Company Name:

Bidder Headquarters Address:

City/State/Zip:

Signature/Title/Date:

Assurance Polygraph LLC
20200 Redwood Road, Unit 9, Castro Valley, CA 94546
Castro Valley, CA 94546
Owner/Polygraph Examiner December 9, 2023
#21..
- 1032 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
19 BID FORM B – BIDDER COMPANY INFORMATION
A. Bidder Company Full
Legal Name
B. Bidder Company
Marketplace (or DBA)
Name
C. Type of Legal Entity: ___ Corporation, registered in ____________________ (State) ___ Limited Liability Company, registered in _________________(State) ___ Partnership, registered in ________________(State)
___ Sole Proprietorship, registered in ____________(State) ___ Other ___________________________________________(Describe) D. Headquarters Address
(Street Address, City,
State, Country, Postal
Code):

E. Website Address: www.___________
F. Contact Person Details: Name:

Title:

Phone (Office):

Phone (Mobile):

Mailing Address (Street Address, City, State, Postal Code):

Fax Number:

Email:

G. Federal Taxpayer
Identification Number
(TIN):

H. Dun & Bradstreet
(DUNS) Number:

I. Names and Titles of
Top Three Bidder
Officers:

J. Years in Business:

Assurance Polygraph LLC
DBA Assurance Polygraph LLC
X California
20200 Redwood Road, Unit 9
Castro Valley, CA 94546
Assurancepolygraph.com
Jada Dessaure
Owner
510-660-3150
510-660-3150
3666 Seven Hills Road,
Castro Valley, CA 94546 N/A
[email protected]
83-1678680
January 2020 to Present
None
Jada Dessaure, CEO/OWNER
Sole Proprietor
**No other Officers
X California
#21..
- 1033 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
20 K. Bidder Office Address
Closest to City of
Modesto (Street
Address, City, State,
Country, Postal Code):

L. City of Modesto
Business License
Number (note –
provide only if
available now - - but
not required until any
contract begins):

N/A
20200 Redwood Road, Unit 9,
Castro Valley, CA 94546
#21..
- 1034 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
21 BID FORM C - PRICING SCHEDULE
All labor, materials, equipment, tools, fuel, licenses, bonds, insurance, and other expenses necessary for Bidder to perform the required services shall be included in Bid pricing. Bid must be submitted on the below Pricing Schedule provided. No alterations should be made to the pricing schedule. Any exceptions, amendments or adjustments should be noted on Bid Form D – Bidder Exceptions, Clarifications, Amendments.

Description Estimated
Annual QTY
Unit Unit Price Extended Unit Price
Polygraph Examination 250 EA $________ $96,250 __
___
_________ Description Unit Unit Price
Daily Per-Diem Daily $ 1200.00_________ Description Unit Unit Price Court Testimony or other
administration hearing support Daily $________________
Payment Terms:

Check which of the following payment terms/methodology Bidder accepts (a description of each can be found in Bid Form A – IFB Acknowledgement):

Choose One: • Option A (Preferred): City of Modesto ePay Payment on Net 30 Day Timing:
___ Choose by checking () here. If selected, for bid comparison purposes, Bidder’s pricing will be reduced by the City of Modesto’s average ePay card program rebate percentage; or ePay Email Address: _____________________________
• Manual Check Payment Mailed by US Postal Service First Class Mail Only on Net 45 Day Timing:
___ Choose by checking () here.

THE undersigned acknowledges receipt of the referenced IFB and any associated Addenda and offers to furnish the articles and/or services specified, in accordance with the specifications, terms and conditions of this IFB and these Bid documents, for the pricing indicated on the Pricing Schedule.

Bidder Company Name:

Name of Bidder Signatory:

Signature of Bidder Representative:
385.00
1200.00
Assurance Polygraph LLC
Jada Dessaure
#21..
- 1035 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
22 BID FORM D – BIDDER EXCEPTIONS, CLARIFICATIONS, AMENDMENTS Exceptions to the City of Modesto’s IFB package, sample agreement, and associate specifications are not encouraged and may cause Bidder to be considered not responsible and/or its Bid to be considered not responsive. Therefore, if no exceptions, clarifications, or amendments are proposed by Bidder, it is preferred that Bidder so indicate by typing or writing “Not Applicable” in the Description field in the first item row below. Less preferred, Bidder may indicate no exceptions, clarifications or amendments are proposed by leaving this form out of its’ Bid submission.

Nonetheless, Bidder may request Bid clarifications and exceptions below, if any, sign and submit with your Bid response. Any requested exception, clarification or amendment may not be accepted and may deem the Bidder as non-responsive.

Item # Reference To: Description
Page # Section or
Paragraph #
Bidder Company Name:

Name of Bidder Signatory:

Signature of Bidder Representative:

Any no-show or cancellation with less than 24 hours notice will be 1 21 subject to the charge at the quoted rate Polygraph exam rate
Assurance Polygraph LLC
Jada Dessaure
2 33 G The examiners at this agency do not wish to provide investigative exams . 3 Subcontractor 2, a polygraph examiner, falls short of the experience threshold specified in this bid. To address this, she will serve as an intern, with her reports and products undergoing thorough review and quality control by either Key Personnel 1 or Subcontractor 1. Both individuals possess the requisite direct experience in delivering the services outlined in this Invitation for Bid (IFB).
32 Bid Form L
4 21 Bid quote rate for years 1and 2. Option to request increase during optional extension years.3, 4, and 5
#21..
- 1036 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
23 BID FORM E – BIDDER CUSTOMER REFERENCES
Bidder must provide a list of five current or former customers able to discuss prior experience with similar type of services requested by the City in the above-referenced IFB. Bidder’s references shall have similar volume and requirements to the City of Modesto’s as described in the above-referenced IFB. Bidders failing to provide references may be deemed as non-responsive.

The City may contact some or all of the references provided in order to determine the Bidder’s performance record on services similar to that described in the above-referenced IFB. The City reserves the right to contact references other than those provided in Bidder’s submission 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 or
Governmental
Agency:

Date Range of
Service:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code:

Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
San Mateo County Sheriff's Office
Scott Miller
Sheriff's Office
Bay Area Rapid Transit Police Department
Sergeant Joshua Perez
Police Department

400 County Center
Redwood City, CA 94063
650-363-1907
[email protected]
101 8th Street
Oakland, CA 94607
September 1, 2020
December 14, 2021
510-464-7030
[email protected]
37,500
45,000
Or Nicole Mejia
[email protected]
or 650.363.4052
#21..
- 1037 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
24 Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
San Mateo County Public Safety Communications
Office of Public Safety Communications
Burlingame Police Department
Atherton Police Department
December 2021 to Present
501 Winslow Street, 2nd Floor, PSC 100
Redwood City, CA 94063
Mr. Jeffrey Collins
15,000
no contract. As requested services up to $2100 per year no contract. As requested services up to $2100 per year Started in January 2021
Police Department
Ms. Jennifer Frew
[email protected]
650-752-0503
80 Fair Oaks Lane
Atherton, CA 94027
Captain Robert Boll
Burlingame, CA 94020
1111 Trousdale Drive
[email protected]
650-777-4177
Police Department
March 2022
650-363-4694
[email protected]
#21..
- 1038 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
25 BID FORM F - FINANCIAL INTEREST DISCLOSURE
Any contract award to result from this IFB process and Bidder’s submission of a Bid therewith will require approval by a majority vote of the City of Modesto’s City Council. In order to have full transparency in any City of Modesto commercial actions, the City Council may not approve an agreement between the City and the Bidder until all person with a direct or indirect financial interest of greater than $2,000 in the Bidder are identified by name.

Bidder must therefore complete this Bid Form F – Financial Interest Disclosure, listing by name all parties that have a material financial interest in the agreement, contract, or development right.

Financial Interest Disclosure to City of Modesto
The Bidder shall identify any person with a financial interest in the Bidder by name, below.

For the purposes of this disclosure, a “Financial Interest” shall have the meaning contained in Modesto Municipal Code section 2-10.02.

Persons having an aggregate economic interest in the Bidder less than two thousand dollars ($2,000.00) at all times prior to final Council action of the proposed contract are not required to be listed on the Financial Interest Disclosure.

Notwithstanding the foregoing, a Financial Interest Disclosure is not required for a Bidder meeting the financial criteria for listing on the New York or the Pacific Stock exchanges unless it is reasonably foreseeable that a City Council decision will increase or decrease that entity's gross revenues or expenses by one million dollars ($1,000,000) or more and the requirements of Modesto Municipal Code Section 2-

10.03(h) are satisfied.

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 Bidder is true, correct, and complete. By signing below, 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.

Type text here
#21..
- 1039 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
26 Print Names of Persons Having a Financial Interest in Bidder Receiving this Agreement:

Bidder Company Name:

Name of Bidder Signatory:

Signature of Bidder Representative:

Assurance Polygraph LLC
Jada Dessaure
Jada, Dessaure
#21..
- 1040 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
27 BID FORM G – SUPPORT OF LOCAL VENDORS
Notice Pursuant to Modesto Municipal Code section 8.3-206 - Should the Bidder which submits the lowest responsive Bid (and would otherwise normally qualify to receive the Bid pursuant to Sections 8-3.203 and 8-

3.204 of the Modesto Municipal Code) not be a local business as defined herein, the lowest Bid or quote submitted by a local business that is within five percent (5%) of the lowest Bid or quote, whether or not that Bidder is the second lowest Bidder, may be deemed to be the lowest Bidder if the local Bidder agrees to reduce its Bid to match the Bid of the lowest Bidder in writing within five business days after notification by City Purchasing staff, provided that said local Bidder is deemed to be a responsible Bidder as determined by the Purchasing Manager.

Notwithstanding the foregoing, award to the local Bidder must still be approved by the City Council as would have the typical award.

To qualify as a local Bidder, the Bidder must have a physical business location within the City of Modesto and a current City of Modesto business license.

This document is only required should the Bidder request to be considered for the Support of Local Vendor preference, and meets the criteria noted above.

Check here:

I declare I am a local business per the above criteria.

Bidder Company Name:

City of Modesto Address (Street,
City, State, Postal Code:

City of Modesto Business License
Number:

Under penalty of perjury, the undersigned declares that the foregoing information is true and correct:

Print/Type Name:

Title:

Signature:

Date:

N/A
Jada Dessaure

CEO/OWNER
December 12, 2023
N/A
N/A
#21..
- 1041 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
28 BID FORM H - BIDDER COMPANY HISTORY STATEMENT
Bidder shall have been in business for a minimum of three continuous years (immediately prior to the time of the City’s solicitation) providing the services described in this Invitation for Bids (IFB).

The Bidder’s company history overview statement shall be approximately one to three pages in length and inserted below:

Bidder Company Legal Name: Insert Bidder Logo Here (if existent):

Insert Bidder Company History Overview Statement Beginning Here:

Assurance Polygraph LLC
Established on January 25, 2020, in San Jose, CA, Assurance Polygraph LLC was founded by Jada Dessaure.

Since its inception, the company has garnered a stellar reputation as a prominent polygraph examiner and provider in the Bay Area. Assurance Polygraph has demonstrated success in various domains, including collaborations with law enforcement agencies, handling private party matters, and navigating Criminal or Therapeutic environments. The company works closely with therapists, attorneys, and their clients, solidifying its position as a trusted entity in the industry. We expanded our operations by opening an office in Castro Valley, CA, the location of our current headquarters.

The principal examiner at Assurance Polygraph LLC, Jada Dessaure, underwent formal training at the Marston Polygraph Academy, an accredited polygraph program, in 2017. Following graduation, she proactively joined three polygraph associations to ensure ongoing professional development and adherence to evolving testing practices. Her dedication led to certification as a CAPE (California Association of Polygraph Examiners) certified examiner, surpassing the continuing education requirements of all relevant polygraph associations.

In pursuit of excellence, she engaged in a mentorship under a seasoned polygraph examiner, focusing on refining accuracy and efficiency. Notably, she played a pivotal role in establishing the inaugural polygraph unit for the Santa Clara County Sheriff’s Office, contributing to the organization's preemployment polygraph examinations while serving as a Deputy Sheriff.

Her commitment to the field extended to a two-year term on the Board of Directors for the California Association of Polygraph Examiners, further exemplifying her dedication to professional standards and advancement within the polygraph community.

In anticipation of her retirement from the Santa Clara County Sheriff’s Office, Jada strategically established a private practice specializing in preemployment polygraph examinations for northern California law enforcement agencies. In this capacity, she served as a subcontractor for an established polygraph company, offering her expertise to augment their operations. Subsequently, Jada successfully competed for contracts with various local law enforcement agencies, ultimately securing awards as the primary or secondary polygraph examination provider. (Continued on next page)
#21..
- 1042 -
/Es/dd/KE&KZ/^ηϮϯϮϰͲϯϯ
WK>z'ZW,
yD/Ed/KE^
Zs/

I"ϙ>iaϙFϙϳϙI""(ϙ
iab´ϙFIi´ϙ(a(bϙ
With a wealth of experience, Jada has conducted over 650 comprehensive polygraph examina�ons encompassing Mul�-Issue, Specific Issue, Therapeu�c, Criminal, Private, and PreEmployment assessments. Her clientele extends across both Northern and Southern California, catering to the unique needs of police and fire departments in the region. This extensive background underscores her proficiency and commitment to delivering high-quality polygraph services.

We are pleased to introduce two highly skilled polygraph examinersjoining our team, both graduates of the pres�gious Marston Polygraph Academy. Committed to maintaining the highest professionalstandards, they diligently fulfill all con�nuing educa�on requirements established by the American Polygraph Associa�on. These seasoned professionals bring a wealth of inves�ga�ve exper�se, having served as re�red or ac�ve law enforcement officers. Their in�mate familiarity with police inves�ga�ons, law enforcement backgrounds, and extensive experience in conduc�ng polygraph examina�ons form a cornerstone of Assurance Polygraph'ssuccess.

Collec�vely, our examiners contribute a remarkable 55 years of combined law enforcement experience.

Assurance Polygraph LLC primarily serves a clientele consisting predominantly of applicants aspiring to pursue law enforcement careers with agencies acrossthe Northern California territories. While our focus is on law enforcement candidates, our examiners have also garnered extensive experience by conducting polygraph examinationsfor private clients.

These private clientsseek our services for a diverse range of specific issues, including but not limited to sex addiction, theft, fraud, drug trafficking,sexual harassment, domestic violence, child abuse, and child molestation. It is noteworthy that the polygraph test topics employed for both law enforcement candidates and private clients often share common ground, highlighting the versatility and applicability of our expertise. This dual proficiency allows us to navigate the complex and varied landscape of polygraph examinations, ensuring comprehensive and effective assessments for clients.

Our polygraph examinations strictly follow the polygraph standards set by the American Polygraph Association and adhere to POST guidelines for conducting background investigations.

Drawing from our experience and expertise asbackground investigators, we possess a deep understanding of the essential applicant information sought by investigators and hiring boards.

This proficiency ensures that our polygraph interviews and examinations remain sensitive to all legal considerations, particularly those concerning prohibited inquiries based on the applicant's stage in the hiring process, whether pre or post a conditional offer Assurance Polygraph is headquartered in Castro Valley, CA; However, for the scope of this contract, we propose extending our services through our established sub-contractors based in San Jose, CA, and Morgan Hill, CA. This strategic inclusion of subcontractors reinforces our capability to meet the specific requirements outlined in this bid. #21..
- 1043 -
/Es/dd/KE&KZ/^ηϮϯϮϰͲϯϯ
WK>z'ZW,
yD/Ed/KE^
Zs/

BIDFORMH–BIDDERCOMPANYHISTORYSTATEMENT(Continued)
WhiletheModestoPoliceDepartmentretainstheresponsibilityofdeterminingtestingprioritiesforitsapplicants, AssurancePolygraphemploysastreamlinedon-lineschedulingsystem.Thisschedulingsystemempowers examineestoconvenientlyselectanappointmentdatethatalignswiththeirschedule.Tofurtherenhance efficiency,weimplementproactivemeasuressuchasemailandtextreminders,effectivelyminimizinginstancesof no-shows,cancellations,andschedulingdiscrepancies.Thiscommitmenttooperationalexcellenceensuresa seamlessandeffectivepolygraphexaminationprocess.

AssurancePolygraphtakesprideinourcommitmenttoeco-friendlypracticesandtheresponsiblestewardshipof theenvironment.Inlinewiththiscommitment,wehaveimplementedsustainablebusinessoperations.Allourforms aresubmittedelectronically,eliminatingtheneedforpaper,reducingwaste,andminimizingourcarbonfootprint.

To ensure the utmost security and confidentiality of the information shared, our data-sharing protocols are meticulously designed. We employ password-encrypted documents and utilize a secure data vault, which grants selective permissions for viewing, editing, and adding information. This approach not only enhances the security of our data but also reflects our dedication to both environmental and information protection standards. By embracing these eco-friendly and secure practices, we strive to contribute to a sustainable future while safeguarding the integrity of the information entrusted to usϟϙ #21..
- 1044 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
29 BID FORM I - ADDENDA ACKNOWLEDGEMENT
In order to obtain any addenda information, throughout the IFB period, Bidder is responsible for regularly checking the City of Modesto’s Planet Bid website at https://pbsystem.planetbids.com/portal/14999/bo/bosearch for the IFB number listed on the Cover Page and in the header of each subsequent page of this IFB, and in any event, no later than the day prior to Bid opening.. The changes identified in any addenda issued will modify this IFB and specifications. The addenda now become a part of this IFB and Bidder’s resultant Bid. Signing the Bid on the signature portion thereof, the Bidder is acknowledging that the Bidder has confirmed that it has received all addenda issued for IFB and has included costs for such in the Bid submitted. Failure to list and acknowledge all addenda numbers may cause Bidder’s Bid to be considered nonresponsive.

Do not attach any of the addenda to this sheet nor include them with the Bid.

If no addenda have been issued against this IFB solicitation, Bidder may write “Not Applicable” and return this Bid Form as part of its submission. Alternatively, Bidder may leave this Bid Form out of its submission.

But if any addenda have been issued by the City of Modesto this document is required to be completed and returned.

The Bid is submitted with respect to the changes to the IFB included in addenda numbers:

List All Addenda Numbers, Separated by Commas
(“,”):
, 2
Bidder Company Name:
1 Assurance Polygraph LLC
#21..
- 1045 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
30 BID FORM J – BIDDER WARRANTY STATEMENTS
As a material part of its Bid, Bidder shall insert below a written statement detailing any materials and workmanship warranties, terms, and conditions in conformance with the specifications and requirements set forth in this IFB.

Notwithstanding any other provisions of this IFB, Bidder warrants that the materials, supplies, or other services furnished under any contract or purchase order resulting from its Bid shall be on the most suitable grade and meet or exceed the standards set forth in this IFB. Such warranty shall include the following: performance, workmanship, labor, materials, and Bidder design or engineering contributions. If a defect is discovered in any item of the materials, assemblies, components, supplies, or services covered in this Bid, Bidder shall correct at its sole expense, all such defects as are reported within 30 days of City’s final acceptance. Upon expiration of the applicable warranty period, all such liability shall terminate except for fraud or such gross mistakes as amount to fraud, latent defects, or specific failure to comply with the terms or any resultant purchase order.

All materials, parts, labor, assemblies, and components shall by subject to the warranty conditions and terms unless specifically exempted in writing by the City of Modesto.

Bidder Company Legal Name: Insert Bidder Logo Here (if existent):

Insert Bidder Warranty Statement Beginning Here:

Assurance Polygraph LLC
The bidder assures that materials, supplies, or services provided under the ensuing contract will meet or exceed the standards specified in this Invitation for Bid (IFB), covering aspects like performance,workmanship, labor, materials, and any contributions by the bidder in design or engineering.

Should any defects be discovered in covered items, the bidder commits to rectify reported issues at their expense within 30 days of the City's final acceptance. After the applicable warranty period, liability concludes, except in cases of fraud, gross mistakes, latent defects, or specific failures to comply with purchase order terms.

All materials, parts, labor, assemblies, and components are bound by the specified warranty conditions unless exempted in writing by the City of Modesto. - Assurance Polygaph LLC
Jada Dessaure
Owner/CEO
#21..
- 1046 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
31 BID FORM K – BIDDER EXPERIENCE AND CERTIFICATIONS
Bidder shall provide below a summary covering the following:

A. Experience: The Contractor and its employees directly involved in providing inspections, services and repairs shall have a minimum of three years’ experience providing the types of services requested in this IFB:
i. Identify key personnel and their position within your organization. ii. Provide a biographical summary or resume detailing the experience, level of expertise and qualifications of the key individuals providing the types of services requested herein. iii. If you plan to subcontract work, you must also indicate in Bid Form L – Subcontractor List the name and address of each firm and the type of work or tasks the subcontractor will perform. Identify key personnel assigned to the project, their position, qualifications, and representative experience.

B. Certifications: Bidder shall provide copies of all relevant certifications held for both company and any individuals required to perform the services requested herein. #21..
- 1047 -
/Es/dd/KE&KZ/^ηϮϯϮϰͲϯϯ
WK>z'ZW,
yD/Ed/KE^
Zs/

I"ϙ>iaϙXϙϳϙI""(ϙ(³(I(b
(ϙb"ϙ
(I>I
Iibϙ
ϟ (³(I(b
(ϡ
Ėϟ Key Personnel IdentificationϡϙŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙæŘĖĲČŜϙċĺŘťēϙÍϙťôÍıϙĺċϙŜôÍŜĺĲôî ŕŘĺċôŜŜĖĺĲÍīŜϠϙôÍèēϙſĖťēϙÍϙıĖĲĖıŪıϙĺċϙťēŘôôϙƅôÍŘŜϙĺċϙĖĲîĖŘôèťϙÍĲîϙîĖŘôèťϙôƄŕôŘĖôĲèôϙĖĲϙŕŘĺŽĖîĖĲČϙťē ťƅŕôŜϙĺċϙŜôŘŽĖèôŜϙĺŪťīĖĲôîϙĖĲϙťēĖŜϙIĲŽĖťÍťĖĺĲϙċĺŘϙĖîϙϼI>Ͻϟ XôƅϙŕôŘŜĺĲĲôīϙċĺŘϙťēĖŜϙèĺĲťŘÍèťϙĖĲèīŪîôϡ XôƅϙôŘŜĺĲĲôīϙ͐ϙϳϙVÍîÍϙ"ôŜŜÍŪŘôϠϙŪæèĺĲťŘÍèťĺŘϙ͐ϙϳϙ Elizabethe RodriguezϠϙÍĲîϙŪæèĺĲťŘÍèťĺŘϙ͑ϙϱaĖČĲĺĲϙŪŘŘôīīϟϙϙϪīīϙŕôŘŜĺĲĲôīϙſĖīīϙŕÍŘťĖèĖŕÍťôϙĖĲ ĺīƅČŘÍŕēϙ(ƄÍıĖĲÍťĖĺĲŜϠϙIĲťôŘŽĖôſŜϠϙĺŘϙèĺĲťŘÍèťϙÍîıĖĲĖŜťŘÍťĖĺĲϙŘôŜŕĺĲŜĖæĖīĖťĖôŜϟϙ bĺťôϡϙSubcontractor 2, a polygraph examiner, falls short of the experience threshold specified in ťēĖŜϙæĖîϟϙĺϙÍîîŘôŜŜϙťēĖŜϠϙŜēôϙſĖīīϙŜôŘŽôϙÍŜϙÍĲϙĖĲťôŘĲϠϙſĖťēϙēôŘϙŘôŕĺŘťŜϙÍĲîϙŕŘĺîŪèťŜϙŪĲîôŘČĺĖĲČϙ ťēĺŘĺŪČēϙŘôŽĖôſϙÍĲîϙŗŪÍīĖťƅϙèĺĲťŘĺīϙæƅϙôĖťēôŘϙXôƅϙôŘŜĺĲĲôīϙ͐ϙĺŘϙŪæèĺĲťŘÍèťĺŘϙ͐ϟϙĺťēϙĖĲîĖŽĖîŪÍīŜϙ ŕĺŜŜôŜŜϙťēôϙŘôŗŪĖŜĖťôϙîĖŘôèťϙôƄŕôŘĖôĲèôϙĖĲϙîôīĖŽôŘĖĲČϙťēôϙŜôŘŽĖèôŜϙĺŪťīĖĲôîϙĖĲϙťēĖŜϙIĲŽĖťÍťĖĺĲϙċĺŘϙĖîϙ ϼI>ϽϟϙϙŪæèĺĲťŘÍèťĺŘϙ͑ϙŕĺŜŜôŜŜôŜϙĲôÍŘīƅϙťſôĲťƅϙƅôÍŘŜϙĺċϙŕĺīĖèôϙĖĲŽôŜťĖČÍťĖŽôϙôƄŕôŘĖôĲèôϙÍĲîϙ ČŘÍîŪÍťôîϙċŘĺıϙÍĲϙÍèèŘôîĖťôîϙŕĺīƅČŘÍŕēϙŜèēĺĺīϟϙϙēôϙēÍŜϙèĺĲîŪèťôîϙŕĺīƅČŘÍŕēϙôƄÍıŜϙÍŜϙÍϙŜĺ ŕŘĺŽĖîôŘϙċĺŘϙťēôϙŕÍŜťϙƅôÍŘϟϙϙ
ĖĖϟ Biographical Summary or Resume oċϙthe XôƅϙIĲdividuals X(´ϙ(ibb([ϙ͐ϡϙϙ
V"ϙ"((Ϡϙ
(iϯi[´@F (³aIb(ϙϙ
(³aIb(ϙ[I>I
Iibϡϙ
Educationϡϙ
aÍŜťôŘϙĺċϙèĖôĲèôϙϱϙ@īĺæÍīϙ
ŘĖıĖĲĺīĺČƅϙſĖťēϙÍϙèĺĲèôĲťŘÍťĖĺĲϙĖĲϙVŪŜťĖèôϙťŪîĖôŜϙ
ÍĲϙVĺŜôϙťÍťôϙĲĖŽôŘŜĖťƅϠϙaÍƅϙ͑͏͐͘ϙ
ÍèēôīĺŘϙĺċϙèĖôĲèôϙϱϙîıĖĲĖŜťŘÍťĖĺĲϙĺċϙVŪŜťĖèôϙ
ÍĲϙVĺŜôϙťÍťôϙĲĖŽôŘŜĖťƅϠϙ"ôèôıæôŘϙ͐͒͘͘ϙ
Law Enforcement Trainingϡϙ
ϟiϟϟϟϙÍŜĖèϙĺīĖèôϙèÍîôıƅϙ@ŘÍîŪÍťĖĺĲϙϱVŪīƅϙ͑͏͏͗ϙ
Post Basic Certificateϙϱ>ôæŘŪÍŘƅϙ͑Ϡϙ͑͏͐͏ϙ
Post Intermediate CertificateϙϱbĺŽôıæôŘϙ͒Ϡϙ͑͏͐͏ϙ
Post Advanced CertificateϙϱϙVŪīƅϙ͔͑Ϡϙ͑͏͓͐ϙ
Polygraph Training and Certificationsϡϙ
aÍŘŜťĺĲϙĺīƅČŘÍŕēϙèēĺĺīϙ@ŘÍîŪÍťĖĺĲϙϱôŕťôıæôŘϙ͔͐Ϡϙ͑͏͖͐ϙ Certified Polygraph Examiner (CAPE)ϙϱϙŕŘĖīϙ͑͏͑
Post Conviction Sex OƯender Testing Certification (Marston Polygraph Academy)ϙϱϙ"ôèôıæôŘϙ͐͘Ϡϙ ͑͏͐͘ϙ
Additional Relevant Trainingϡϙ
IĲťôŘŽĖôſϙÍĲîϙIĲťôŘŘĺČÍťĖĺĲϙϼIϽϙϱϙVŪĲôϙ͐͗ϙϳϙVŪĲôϙ͑͑Ϡϙ͑͏ ÍèħČŘĺŪĲîϙIĲŽôŜťĖČÍťĺŘϙŘÍĖĲĖĲČϙϱϙŪČŪŜťϙ͗ϙϳϙ͐͑Ϡ
Polygraph Association Membershipsϡϙ

ÍīĖċĺŘĲĖÍϙŜŜĺèĖÍťĖĺĲϙĺċϙĺīƅČŘÍŕēϙ(ƄÍıĖĲôŘŜϙϼ
(ϽϙĖĲèôϙ͑͏͖͐ϙϳϙ(ƄŕĖŘôŜϙ"ôèôıæôŘϙ͑͏͓͑ϙ
ıôŘĖèÍĲϙĺīƅČŘÍŕēϙŜŜĺèĖÍťĖĺĲϙϼϽϙĖĲèôϙ͑͏͐͗ϙϳϙ(ƄŕĖŘôŜϙbĺŽôıæôŘϙ͑͏͑ ıôŘĖèÍĲϙŜŜĺèĖÍťĖĺĲϙĺċϙĺīĖèôϙĺīƅČŘÍŕēôŘŜϙϼϽϙĖĲèôϙ͑͏͐͘ϙϳϙ(ƄŕĖŘôŜϙ͐͑ϯ͒͐ϯ͑͏͓͑ #21..
- 1048 -
/Es/dd/KE&KZ/^ηϮϯϮϰͲϯϯ
WK>z'ZW,
yD/Ed/KE^
Zs/

(ϙĺÍŘîϙĺċϙ"ĖŘôèťĺŘŜϙϱϙ(ťēĖèŜϙ
ēÍĖŘϙϼ͑͏͑͐ϱ͑͏͑͒
Professional Experienceϡϙ
ĺīƅČŘÍŕēϙ(ƄÍıĖĲôŘϙϱϙŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙ[[
VÍĲŪÍŘƅϙ͑͏͑͏ϙťĺϙŘôŜô

ĺĲîŪèťôîϙŕŘôϱôıŕīĺƅıôĲťϙŕĺīƅČŘÍŕēϙôƄÍıŜϙċĺŘϙŽÍŘĖĺŪŜϙīÍſϙôĲċĺŘèôıôĲťϙÍČôĲèĖôŜ Santa Clara County SheriƯ's OƯiceϠϙťēôŘťĺĲϙĺīĖèôϙ"ôŕÍŘťıôĲťϠϙϙĺīĖèôϙ"ôŕÍŘťıôĲťϠϙôīıĺĲťϙ ĺīĖèôϙ"ôŕÍŘťıôĲťϠϙŪŘīĖĲČÍıôϙĺīĖèôϙ"ôŕÍŘťıôĲťϠϙ
ĺŘĺĲÍϙ>ĖŘôϙ"ôŕÍŘťıôĲťϠϙ(ÍŜťϙÍƅϙôČĖĺĲÍīϙ
ÍŘħŜϙĺīĖèôϙ"ôŕÍŘťıôĲťϠϙ@ÍŽĖĲϙ"ôϙôèħôŘϠϙFĺīīĖŜťôŘϙĺīĖèôϙ"ôŕÍŘťıôĲťϠϙ[ĖŽôŘıĺŘôϙĺīĖèôϙ "ôŕÍŘťıôĲťϠϙ[ĺĲČϙôÍèēϙĺīĖèôϙ"ôŕÍŘťıôĲťϠϙiŘÍĲČôϙ
ĺŪĲťƅϙĺīĖèôϙ"ôŕÍŘťıôĲťϠϙôîſĺĺîϙ
Ėťƅϙ
ĺīĖèôϙ"ôŕÍŘťıôĲťϠϙÍĲϙVĺŜôϙťÍťôϙĲĖŽôŘŜĖťƅϙĺīĖèôϙ"ôŕÍŘťıôĲťϠϙÍĲϙaÍťôĺϙ ĺŪĲťƅϙŪæīĖèϙÍċôťƅϙ

ĺııŪĲĖèÍťĖĺĲŜϠϙSan Mateo County SheriƯ's OƯiceϠϙÍĲϙÍıĺĲϙ«Íīīôƅϙ>ĖŘôϙŘĺťôèťĖĺĲϙ"ĖŜťŘĖèťϠϙ ŪĲĲƅŽÍīôϙ"ôŕÍŘťıôĲťϙĺċϙŪæīĖèϙÍċôťƅϠϙÍĲîϙĲĖĺĲϙ
ĖťƅϙĺīĖèôϙ"ôŕÍŘťıôĲťϙ
Number of Polygraph Exams completed ϼťĺϙîÍťôϽϡϙѴ͕͔͏ϙ ϪProficient in all polygraph testing formats and scoring techniques. ϪRegular attendance at annual training seminars ensures flexibility in using the most upϱťĺϱîÍťôϙ ŕŘÍèťĖèôŜϙĖĲϙťēôϙĖĲîŪŜťŘƅϟϙ
In accordance with Bid Form L ϳϙSubcontractor List, we anticipate subcontracting certain aspects ofthe work. The firms identified for subcontracting are as followsϡϙ
ib
iϙ͐ϡϙϙ
([I¾(Fϙi"I@(¾ϙϳϙĺīƅČŘÍŕēϙ(ƄÍıĖĲôŘϙ
͖͗͐͘ϙ®ôŜťſĺĺîϙ"ŘĖŽôϠϙŪĖťôϙ(Ϡϙ@ĖīŘĺƅϠϙ
͔͘͏͑͏ϙ
Type of Work/TaskϡϙĺīƅČŘÍŕēϙ(ƄÍıĖĲÍťĖĺĲŜ
(³aIb(ϙ[I>I
Iibϡϙ
Educationϡϙ
FĖČēϙèēĺĺīϙ"ĖŕīĺıÍϙ
[ĖŽôϙiÍħϙFĖČēϙèēĺĺīϙϳϙVŪĲôϙ͐͗͗͘ϙ
Law Enforcement Trainingϡϙ

ĺŪĲťƅϙĺċϙÍĲťÍϙ
īÍŘÍϠϙ"ôŕÍŘťıôĲťϙĺċϙ
ĺŘŘôèťĖĺĲŜϙèÍîôıƅϙϱ@ŘÍîŪÍťĖĺĲϙϳϙ"ôèôıæôŘϙ͔͐͘͘ϙ

ĺŪĲťƅϙĺċϙÍĲťÍϙ
īÍŘÍϠ OƯice of the SheriƯϙϱϙſĺŘĲϱĖĲϙ͑͏͐͑ϙ
Polygraph Training and Certificationsϡϙ
aÍŘŜťĺĲϙĺīƅČŘÍŕēϙèēĺĺīϙϱϙ@ŘÍîŪÍťĖĺĲϙϳϙ"ôèôıæôŘϙ͏͘Ϡϙ͑͏͕͐ ĺŜťϱConviction Sex OƯender Testing Certification (Marston Polygraph Academy)ϙϱ"ôèôıæôŘϙ͐͘Ϡϙ ͑͏͐͘
Additional Trainingϡϙ
IĲťôŘŽĖôſϙÍĲîϙIĲťôŘŘĺČÍťĖĺĲϙϼIϽϙϱϙVŪĲôϙ͐͗ϙϳϙVŪĲôϙ͑͑Ϡϙ͑͏͐͗ϙ ÍèħČŘĺŪĲîϙIĲŽôŜťĖČÍťĺŘϙŘÍĖĲĖĲČϙϱϙŪČŪŜťϙ͏͖Ϡϙ͑͏͕͐ϙ
Polygraph Association Membershipsϡϙ

ÍīĖċĺŘĲĖÍϙŜŜĺèĖÍťĖĺĲϙĺċϙĺīƅČŘÍŕēϙ(ƄÍıĖĲôŘŜϙϼ
(ϽϙϱièťĺæôŘϙ͑͏͖͐ϱϙôƄŕĖŘôŜϙ"ôèôıæôŘϙ͒͐Ϡϙ͑͏͓͑ϙ
ıôŘĖèÍĲϙĺīƅČŘÍŕēϙŜŜĺèĖÍťĖĺĲϙϼϽϙϱϙ͑͏͖͐ϙϳϙôƄŕĖŘôŜϙbĺŽôıæôŘϙ͑͏͓͑ ıôŘĖèÍĲϙŜŜĺèĖÍťĖĺĲϙĺċϙĺīĖèôϙĺīƅČŘÍŕēĖŜťŜϙϼϽϙϱϙ͑͏͖͐ϙϳϙôƄŕĖŘôŜϙ"ôèôıæôŘϙ͑͏͓͑ Professional Experienceϡϙ
ĺīƅČŘÍŕēϙ(ƄÍıĖĲôŘϙϳϙVÍĲŪÍŘƅϙ͑͏͖͐ϙťĺϙièťĺæôŘϙ͑͏͐͘ϟϙ
ĺĲîŪèťôîϙŕŘôϱôıŕīĺƅıôĲťϙŕĺīƅČŘÍŕēϙôƄÍıŜϙ
for County of SantaClara, OƯice of the SheriƯϙÍĲîϙŘŪťēϙôϙĺīîϙĺīƅČŘÍŕēϠϙ[[ bŪıæôŘϙĺċϙĺīƅČŘÍŕēϙ(ƄÍıŜϙèĺıŕīôťôîϙϼÍŕŕŘĺƄĖıÍťôϽϡϙ͒͏
#21..
- 1049 -
/Es/dd/KE&KZ/^ηϮϯϮϰͲϯϯ
WK>z'ZW,
yD/Ed/KE^
Zs/

ib
iϙ͑ϡϙ
aI@bibϙ([[ϙϳϙĺīƅČŘÍŕēϙ(ƄÍıĖĲôŘϙ
͖͔͐͒ϙbϟϙ>ĖŘŜťϙťŘôôťϠϙŪĖťôϙ͐͏͓ϠϙÍĲϙVĺŜôϠϙ
ϙ͔͐͐͑͘
Type of Work/TaskϡϙĺīƅČŘÍŕēϙ(ƄÍıĖĲÍťĖĺĲŜϙ
(³aIb(ϙ[I>I
Iibϡϙ
Educationϡϙ
aÍŜťôŘϙĺċϙŘťŜϙϳŪŜĖĲôŜ aÍĲÍČôıôĲťϠϙŕĺŘťŜϙîıĖĲĖŜťŘÍťĖĺĲϠϙĲĖŽôŘŜĖťƅϙĺċϙÍĲϙ>ŘÍĲèĖŜèĺϠϙŪČŪŜťϙ ͐͘͘͘ϙ
ÍèēôīĺŘϙĺċϙèĖôĲèôϙϱϙîıĖĲĖŜťŘÍťĖĺĲϙĺċϙVŪŜťĖèôϠϙÍĲϙVĺŜôϙťÍťôϙĲĖŽôŘŜĖťƅϠϙ"ôèôıæôŘϙ͐͒͘͘ϙ Law Enforcement Trainingϡϙ
ϟiϟϟϟϙÍŜĖèϙĺīĖèôϙèÍîôıƅϙ@ŘÍîŪÍťĖĺĲϙϳϙôŕťôıæôŘϙ͔Ϡϙ͑͏͏͖ϙ Post Basic Certificate ϱϙôŕťôıæôŘϙ͔Ϡϙ͑͏͏͖ϙ
Post IntermediateCertificate ϱϙbĺŽôıæôŘϙ͒Ϡϙ͑͏͐͏ϙ
Post Advanced Certificate ϱϙVŪīƅϙ͔͑Ϡϙ͑͏͐
Polygraph Training and Certificationsϡϙ
aÍŘŜťĺĲϙĺīƅČŘÍŕēϙèēĺĺīϙ@ŘÍîŪÍťĖĺĲϙϱôŕťôıæôŘϙ͕͐Ϡϙ͑͏͑͑ϙ Polygraph Association Memberships:

ÍīĖċĺŘĲĖÍϙŜŜĺèĖÍťĖĺĲϙĺċϙĺīƅČŘÍŕēϙ(ƄÍıĖĲôŘŜϙϼ
(Ͻϙ
Professional Experienceϡϙ
ĺīƅČŘÍŕēϙ(ƄÍıĖĲôŘϙϳϙ@ĺīĖÍťēϙĺīƅČŘÍŕēϙ[[
ϡϙôŕťôıæôŘϙ͕͐Ϡϙ͑͏͑͑ϠϙťĺϙŘôŜôĲťϙ
ϟϙ
(I>I
Iibϡϙ
ŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙĖŜϙèĺııĖťťôîϙťĺϙıÍĖĲťÍĖĲĖĲČϙťēôϙēĖČēôŜťϙŜťÍĲîÍŘîŜϙťēŘĺŪČēϙťēôϙŕĺŜŜôŜŜĖĺĲϙĺċϙ relevant certificationsϟϙ Company Certificationϡϙ®ôϙēĺīîϙÍϙæŪŜĖĲôŜŜϙīĖèôĲŜôϙĖŜŜŪôîϙæƅϙīÍıôîÍϙ ĺŪĲťƅϠϙôĲÍæīĖĲČϙŪŜϙťĺϙ
èĺĲîŪèťϙæŪŜĖĲôŜŜϙĖĲϙ
ÍŜťŘĺϙ«ÍīīôƅϠϙ
ϟϙ®ôϙèĺııĖťϙťĺϙŜôèŪŘĖĲČϙÍīīϙŘôŗŪĖŜĖťôϙæŪŜĖĲôŜŜϙīĖèôĲŜôŜϙťĺϙ meet the specifications outlined in this bid.

Individual CertificationsϡϙIϙÍıϙÍťťÍèēĖĲČ copies of the graduation certificates for each of our ŕĺīƅČŘÍŕēϙôƄÍıĖĲôŘŜϟϙIťϙĖs important to note that these certificates do not have an expiration date.

FĺſôŽôŘϠϙĖĲϙÍîēôŘôĲèôϙťĺϙťēôϙıôıæôŘŜēĖŕϙŘôŗŪĖŘôıôĲťŜϙĺċϙŕĺīƅČŘÍŕēϙÍŜŜĺèĖÍťĖĺĲŜϠϙôƄÍıĖĲôŘŜϙÍŘôϙ obligated to fulfill a minimum of ċĺŘťƅϙēĺŪŘŜϙĺċϙèĺĲťĖĲŪĖĲČϙôîŪèÍťĖĺĲϙôŽôŘƅϙťſĺϙƅôÍŘŜϟϙIϙÍıϙŕīôÍŜôîϙ to confirm that, as of "ôèôıæôŘϙ͑͏͑͒ϠϙÍīīϙĺŪŘϙôƄÍıĖĲôŘŜϙēÍŽôϙŜŪŘŕÍŜŜôîϙťēôϙıÍĲîÍťĺŘƅϙ ŘôŗŪĖŘôıôĲťϙæƅϙèĺıŕīôťĖĲČϙıĺŘôϙťēÍĲϙċĺŘťƅϙēĺŪŘŜϙĺċϙèĺĲťĖĲŪĖĲČϙôîŪèÍťĖĺĲϟϙŪæŜôŗŪôĲťϙ ŜŪæıĖŜŜĖĺĲŜϙĺċϙĲôſϙēĺŪŘŜϙÍŘôϙĲĺťϙôƄŕôèťôîϙŪĲťĖīϙ͑͏͔͑ϟϙϙ Membership Certificates for CAPE
͐ϟϙVÍîÍϙ"ôŜŜÍŪŘôϠϙ(ƄŕĖŘÍťĖĺĲϙ"Íťôϡϙ"ôèôıæôŘϙ͑͏͓͑ϙ

2. Elizabeth Rodriguez, Expiration Date:ϙ"ôèôıæôŘϙ͑͏͓͑ϙ ͒ϟaĖČĲĺĲϙŪŘŘôīīϠϙ(ƄŕĖŘÍťĖĺĲϙ"Íťôϡϙ"ôèôıæôŘϙ͑͏͓͑ϙ
Membership Certificates for APA
͐ϟϙVÍîÍϙ"ôŜŜÍŪŘôϠϙ(ƄŕĖŘÍťĖĺĲϙ"Íťôϡ bĺŽôıæôŘϙ͑͏͓͑

2. Elizabeth Rodrigues, Expiration Date: bĺŽôıæôŘϙ͑͏͓͑ϙ Membership Certificates AAPP
#21..
- 1050 -
/Es/dd/KE&KZ/^ηϮϯϮϰͲϯϯ
WK>z'ZW,
yD/Ed/KE^
Zs/

͐ϟϙVÍîÍϙ"ôŜŜÍŪŘôϠϙ(ƄŕĖŘÍťĖĺĲϙ"Íťôϡϙ"ôèôıæôŘϙ͑͏͓͑ϙ
ŜŜŪŘÍĲèôϙĺīƅČŘÍŕēϙĖŜϙîôîĖèÍ to delivering services of the utmost quality, backed by a qualified team and requisite certifications.
#21..
- 1051 -
/Es/dd/KE&KZ/^ηϮϯϮϰͲϯϯ
WK>z'ZW,
yD/Ed/KE^
Zs/

V"ϙ"((ϙϙϱϙX(´ϙ(ibb([ϙ͐

(I>I
Iib
#21..
- 1052 -
:ĂĚĂĞƐƐĂƵƌĞ
ƐƐƵƌĂŶĐĞWŽůǇŐƌĂƉŚ>>

ŵĂŝů͗ĂĚŵŝŶΛĂƐƐƵƌĂŶĐĞƉŽůǇŐƌĂƉŚ͘ĐŽŵ
ĚĚƌĞƐƐ͗ϮϬϮϬϬZĞĚǁŽŽĚZŽĂĚ͕hŶŝƚϵ͕ĂƐƚƌŽsĂůůĞǇϵϰϱϰϲ ;ϱϭϬͿϲϲϬͲϯϭϱϬ

hd/KE͗
ĂůŝĨŽƌŶŝĂ^ƚĂƚĞhŶŝǀĞƌƐŝƚǇͲ^ĂŶ:ŽƐĞ͕^ĂŶ:ŽƐĞ͕
DĂƐƚĞƌŽĨ^ĐŝĞŶĐĞĞŐƌĞĞ͕DĂǇϮϬϭϵ
:ƵƐƚŝĐĞ^ƚƵĚŝĞƐǁŝƚŚĂĐŽŶĐĞŶƚƌĂƚŝŽŶŝŶ'ůŽďĂůƌŝŵŝŶŽůŽŐǇ ĂůŝĨŽƌŶŝĂ^ƚĂƚĞhŶŝǀĞƌƐŝƚǇͲ^ĂŶ:ŽƐĞ͕^ĂŶ:ŽƐĞ͕
ĂĐŚĞůŽƌŽĨ^ĐŝĞŶĐĞĞŐƌĞĞ͕ĞĐĞŵďĞƌϭϵϵϳ
DĂũŽƌ͗ĚŵŝŶŝƐƚƌĂƚŝŽŶŽĨƌŝŵŝŶĂů:ƵƐƚŝĐĞ
DŝŶŽƌ͗ĨƌŝĐĂŶŵĞƌŝĐĂŶ^ƚƵĚŝĞƐ
^ĂŝŶƚZŽƐĞĐĂĚĞŵǇ͕^ĂŶ&ƌĂŶĐŝƐĐŽ͕
,ŝŐŚ^ĐŚŽŽůŝƉůŽŵĂ͕:ƵŶĞϭϵϴϵ
Z
>d
tKZ<
yW
Z/
E
͗
:ĂŶϮϬϮϬƚŽWƌĞƐĞŶƚ^ĞůĨ
ŵƉůŽǇĞĚWŽůǇŐƌĂƉŚ
ǆĂŵŝŶĞƌ
:ĂŶϮϬϮϬͲ:ƵůǇϮϬϮϮ ŽƵƌƚ^ĞĐƵƌŝƚǇŝǀŝƐŝŽŶ;,ĂůůŽĨ:ƵƐƚŝĐĞͬ:ƵǀĞŶŝůĞ,ĂůůͬWĂůŽůƚŽͿ ^ĂŶƚĂůĂƌĂŽƵŶƚǇ^ƵƉĞƌŝŽƌŽƵƌƚƐ͕^Ă :ŽƐĞ͕ĂůŝĨŽƌŶŝĂ ^ĞƉϮϬϭϳʹĞĐϮϬϭϵ ĂĐŬŐƌŽƵŶĚƐĂŶĚZĞĐƌƵŝƚŝŶŐ
WŽůǇŐƌĂƉŚ
ǆĂŵŝŶĞƌ͕,Y WĂƚƌŽů͕^ĂŶ:ŽƐĞ͕ĂůŝĨ
ĞĐϮϬϭϱʹ^ĞƉϮϬϭϳ ĂĐŬŐƌŽƵŶĚƐĂŶĚZĞĐƌƵŝƚŝŶŐ
ĂĐŬŐƌŽƵŶĚ/ŶǀĞƐƚŝŐĂƚŽƌ͕,Y WĂƚƌŽů͕^ĂŶ:ŽƐĞ͕ĂůŝĨ
:ĂŶϮϬϭϰͲĞĐϮϬϭ ƵƐƚŽĚǇƵƌĞĂƵͬ^ƵƉƉŽƌƚ^ĞƌǀŝĐĞƐŝǀŝƐŝŽŶ ƵƐƚŽĚŝĂůůƚĞƌŶĂƚŝǀĞ^ƵƉĞƌǀŝƐŝŽŶ hŶŝƚ;^hͿ͕^ĂŶ:ŽƐĞ͕ĂůŝĨŽƌŶŝĂ :ĂŶϮϬϭϭͲĞĐϮϬϭ ,ĞĂĚƋƵĂƌƚĞƌƐWĂƚƌŽůŝǀŝƐŝŽŶ;KƉĞƌĂƚŝŽŶƐĚĞƐŬͬWĂƚƌŽůͲĞŶƚƌĂůͿ >Ăǁ
ŶĨŽƌĐĞŵĞŶƚWĂƚƌŽůŝǀŝƐŝŽŶ͕^ĂŶ:ŽƐĞ͕ĂůŝĨŽƌŶŝĂ
:ĂŶϮϬϭϬͲĞĐϮϬϭϬ ŽƵƌƚ^ĞĐƵƌŝƚǇŝǀŝƐŝŽŶ;dĞƌƌĂŝŶĞŽƵƌƚ&ĂĐŝůŝƚǇͿ ^ĂŶƚĂůĂƌĂŽƵŶƚǇ^ƵƉĞƌŝŽƌŽƵƌƚƐ͕^ĂŶ:ŽƐĞ͕ĂůŝĨŽƌŶŝĂ ^ĞƉƚ͘ϮϬϬϵͲ:ĂŶϮϬϭϬ &ŝĞůĚdƌĂŝŶŝŶŐWƌŽŐƌĂŵ;&dKͿ
^ŚĞƌŝĨĨ͛ƐKĨĨŝĐĞ&ŝĞůĚdƌĂŝŶŝŶŐWƌŽŐƌĂŵ͕^ĂŶ:ŽƐĞ͕ĂůŝĨŽƌ :ƵůǇϮϬϬϴͲ^ĞƉƚ͘ϮϬϬϵ ŽƵƌƚ^ĞĐƵƌŝƚǇŝǀŝƐŝŽŶ;dĞƌƌĂŝŶĞͿ ^ĂŶƚĂůĂƌĂŽƵŶƚǇ^ƵƉĞƌŝŽƌŽƵƌƚƐ͕^ĂŶ:ŽƐĞ͕ĂůŝĨŽƌŶ
:ĂŶ :ƵůǇϮϬϬϴ W͘K͘^͘d͘ĂƐŝĐWŽůŝĐĞĐĂĚĞŵǇ
#21..
- 1053 -
:ƵƐƚŝĐĞdƌĂŝŶŝŶŐĞŶƚĞƌ;^͘͘͘ηϱͿ͕DŽƌŐĂŶ,ŝůů͕ĂůŝĨŽƌŶŝĂ Yh>/&/d/KE^͗
ĞƌƚŝĨŝĐĂƚĞƐ  ĂƐŝĐWŽůŝĐĞĐĂĚĞŵǇĞƌƚŝĨŝĐĂƚĞ :ƵůǇϭϭ͕ϮϬ  W͘K͘^͘d͘ĂƐŝĐĞƌƚŝĨŝĐĂƚĞ &ĞďϮ͕ϮϬϭϬ
 W͘K͘^͘d͘/ŶƚĞƌŵĞĚŝĂƚĞĞƌƚŝĨŝĐĂƚĞ EŽǀĞŵďĞƌϯ͕ϮϬϭϬ  W͘K͘^͘d͘ĚǀĂŶĐĞĚĞƌƚŝĨŝĐĂƚĞ :ƵůǇϮϱ͕ϮϬϭ  WŽůǇŐƌĂƉŚ
ǆĂŵŝŶĞƌ ^ĞƉƚĞŵďĞƌϭϱ͕ϮϬϭϳ  WŽƐƚͲŽŶǀŝĐƚŝŽŶ^ĞǆKĨĨĞŶĚĞƌ ǆĂŵŝŶĞƌ ĞĐĞŵďĞƌϮϬ͕ϮϬϭ
>Ăǁ
ŶĨŽƌĐĞŵĞŶ dƌĂŝŶŝŶŐ  WŽƐƚͲŽŶǀŝĐƚŝŽŶ^ĞǆKĨĨĞŶĚĞƌdĞƐƚŝŶŐ ĞĐĞŵďĞƌϭϲͲϮϬ͕ϮϬϭϵ  d/ /ŶƚĞƌǀŝĞǁĂŶĚ/ŶƚĞƌƌŽŐĂƚŝŽŶ :ƵŶĞϮϬϭϴ  DĂƌƐƚŽ WŽůǇŐƌĂƉŚĐĂĚĞŵǇ :ƵůǇϭϬʹ^ĞƉƚϭϱ͕ϮϬ  ĂĐŬŐƌŽƵŶĚ/ŶǀĞƐƚŝŐĂƚŝŽŶ ƵŐƵƐƚϵʹϭϭ͕ϮϬϭϲ  /ŵƉůŝĐŝƚŝĂƐ dƌĂŝŶƚŚĞdƌĂŝŶĞƌ ĞĐĞŵďĞƌϮϴ͕ϮϬϭϱ  ZĞĐŽƌĚŽĨƌƌĞƐƚĂŶĚWƌŽƐĞĐƵƚŝŽŶdƌĂŝŶŝŶŐ EŽǀĞŵďĞƌϭϮ͕ϮϬϭϱ ;K:Ϳ  ƌŝŵŝŶĂů DŝŶĚƐĞƚΘdĂĐƚŝĐƐWŽƐƚϭϬϵ DĂǇϮϭ͕ϮϬϭϱ  ŚŝůĚďƵƐĞŽƵŶĐŝů^ǇŵƉŽƐŝƵŵ Ɖƌŝůϭϳ͕ϮϬϭϱ  ŽŵĞƐƚŝĐsŝŽůĞŶĐĞ͗/ƚ͛ƐǇŽƵƌĐĂůůsϭ ƉƌŝůϮϰ͕ϮϬϭϯ  ^ƚƌĞĞƚĞǀĞůŽƉŵĞŶƚ ƉƌŝůϮϮ͕ϮϬϭϯ  Z;ƌƵŐďƵƐĞZĞĐŽŐŶŝƚŝŽŶͿ DĂƌĐŚϮϲͲϮϴ͕ϮϬϭϯ  DŝŶŝZ;ƌƵŐďƵƐĞZĞĐŽŐŶŝƚŝŽŶͿ :ƵůǇϮϲ͕ϮϬϭϮ  ZĞƉŽƌƚtƌŝƚŝŶŐ &ĞďƌƵĂƌǇϰ͕ϮϬ  ŽŵŵƵŶŝĐĂƚŝŽŶ<ĞĞƉŝŶŐzŽƵƌ
ĚŐĞ EŽǀĞŵďĞƌϭϬ͕ϮϬϭϬ
 'ĂŶŐǁĂƌĞŶĞƐƐ KĐƚŽďĞƌϰ͕ϮϬ
^ŬŝůůƐ  ƵƌƌĞŶƚZĂŶŐĞ;,ĂŶĚŐƵŶĂŶĚ>ĞƐƐ>ĞƚŚĂůͿ  ƵƌƌĞŶƚWZ͕ĂŶĚ&ŝƌƐƚŝĚĞƌƚŝĨŝĐĂƚŝŽŶ  WŽǁĞƌWŽŝŶƚͬ ǆĐĞůͬDŝĐƌŽƐŽĨƚ tŽƌĚͬ:/^ĂƚĂďĂƐĞͬ:/ͬ^>
d^
 ŽŵŵƵŶŝĐĂƚŝŽŶ
 WƌŽďůĞŵ^ŽůǀŝŶŐ
 ZĞƉŽƌƚtƌŝƚŝŶ
 WƵďůŝĐ^ƉĞĂŬŝŶŐ  /ŵƉůŝĐŝƚŝĂƐ/ŶƐƚƌƵĐƚŽƌ;:ƵƐƚŝĐĞdƌĂŝŶŝŶŐĞŶƚĞƌΘŽŶƚŝŶƵĞ ĚƵĐĂƚŝŽŶĨŽƌĚĞƉƵƚŝĞƐͿ
ĚĚŝƚŝŽŶĂů>Ăǁ
ŶĨŽƌĐĞŵĞŶƚZĞůĂƚĞĚĐƚŝǀŝƚ  WŚǇƐŝĐĂůŐŝůŝƚǇdĞƐƚWƌŽĐƚŽƌ;ĂĐŬŐƌŽƵŶĚƐΘZĞĐƌƵŝƚŝŶŐʹ :ƵƐƚŝĐĞdƌĂŝŶŝŶŐĞŶƚĞƌͿ  :Žď&ĂŝƌZĞƉƌĞƐĞŶƚĂƚŝǀĞ;ĂĐŬŐƌŽƵŶĚƐΘZĞĐƌƵŝƚ  WĂƌƚŝĐŝƉĂŶƚŝŶWdĞůŽǀĞĚŽŵŵƵŶŝƚǇDĞĞƚŝŶŐͲϭϬͬϮϵͬϭϱ ZĞĨĞƌĞŶĐĞƐ͗ǀĂŝůĂďůĞƵƉŽŶƌĞƋƵĞƐƚ
#21..
- 1054 -
#21..
- 1055 -

THIS CERTIFICATE IS PROUDLY PRESENTED TO
Jada Dessaure
12/19/2019
#21..
- 1056 -
#21..
- 1057 -
#21..
- 1058 -
#21..
- 1059 -
#21..
- 1060 -
#21..
- 1061 -
#21..
- 1062 -
#21..
- 1063 -
#21..
- 1064 -
#21..
- 1065 -
/Es/dd/KE&KZ/^ηϮϯϮϰͲϯϯ
WK>z'ZW,
yD/Ed/KE^
Zs/

ib
iϙ͐ϡϙϱϙ([I¾(Fϙi"I@(¾

(I>I
Iib
#21..
- 1066 -
7891 Westwood Drive, Suite E
Gilroy, CA 95020
408-430-3903
[email protected]
#21..
- 1067 -
#21..
- 1068 -
#21..
- 1069 -
#21..
- 1070 -
#21..
- 1071 -
#21..
- 1072 -
#21..
- 1073 -
#21..
- 1074 -
/Es/dd/KE&KZ/^ηϮϯϮϰͲϯϯ
WK>z'ZW,
yD/Ed/KE^
Zs/

ib
iϙ͑ϡϙϱϙaI@bibϙ([[

(I>I
Iib
#21..
- 1075 -
DŝŐŶŽŶƵƌƌĞůů
'ŽůŝĂƚŚWŽůǇŐƌĂƉŚ>>

ŵĂŝů͗ŐŽůŝĂƚŚƉŽůǇŐƌĂƉŚůůĐΛŐŵĂŝů͘ĐŽŵ
ĚĚƌĞƐƐ͗ϭϳϯ E͘&ŝƌƐƚ^ƚƌĞĞƚηϭϬϰ͕^ĂŶ:ŽƐĞ͕ϵϱϭϭϮ ;ϰϬϴͿϵϬϱͲϳϯ

hd/KE͗
hŶŝǀĞƌƐŝƚǇŽĨ^ĂŶ&ƌĂŶĐŝƐĐ ^ĂŶ&ƌĂŶĐŝƐĐŽ͕
DĂƐƚĞƌƐŽĨƌƚƐĞŐƌĞĞ͕ƵŐƵƐƚϭϵϵϴ
ŽŶĐĞŶƚƌĂƚŝŽŶ͗^ƉŽƌƚƐƵƐŝŶĞƐƐ DĂŶĂŐĞŵĞŶƚ
^ĂŶ:ŽƐĞ^ƚĂƚĞhŶŝǀĞƌƐŝƚǇ͕^ĂŶ :ŽƐĞ͕
ĂĐŚĞůŽƌŽĨ^ĐŝĞŶĐĞĞŐƌĞĞ͕ĞĐĞŵďĞƌϭϵϵϯ
DĂũŽƌ͗ĚŵŝŶŝƐƚƌĂƚŝŽŶŽĨƌŝŵŝŶĂů:ƵƐƚŝĐĞ
DŝŶŽƌ͗ĨƌŝĐĂŶŵĞƌŝĐĂŶ^ƚ
^ĂŝŶƚZŽƐĞĐ ͕^ĂŶ&ƌĂŶĐŝƐĐŽ͕
,ŝŐŚ^ĐŚŽŽůŝ :ƵŶĞϭϵϴϵ
Z
>d
tKZ<
yW
Z/
E
͗
:ĂŶϮϬϭϵʹWƌĞƐĞŶƚ ŽƵƌƚ^ĞĐƵƌŝƚǇŝǀŝƐŝŽŶ; :ƵƐƚŝĐĞĞŶƚĞƌ ^ĂŶƚĂůĂƌĂŽƵŶƚǇ^ƵƉĞƌŝŽƌŽƵƌƚƐ͕^ĂŶ:ŽƐĞ͕ĂůŝĨŽƌŶ :ĂŶϮϬϭϳͲ:ĂŶϮϬϭϵ tĞƐƚsĂůůĞǇWĂƚƌŽůŝǀŝƐŝŽ WĂƚƌŽůͿ >Ăǁ
ŶĨŽƌĐĞŵ WĂƚƌŽůŝǀŝƐŝŽ :ŽƐĞ͕ĂůŝĨŽƌŶ
&ĞďϮϬϭϲʹ:ĂŶϮϬϭϳ ŽƵƌƚ^ĞĐƵƌŝƚǇŝǀŝƐŝŽŶ;ŽǁŶƚŽǁŶ^ƵƉ ^ĂŶƚĂůĂƌĂŽƵŶƚǇ^ƵƉĞƌŝŽƌŽƵƌƚƐ͕ :ŽƐĞ͕ĂůŝĨŽƌŶ
:ĂŶϮϬϭϯͲ:ĂŶϮϬϭϲ ŽƵƌƚ^ĞĐƵƌŝƚǇŝǀŝƐŝŽŶ;WĂƌŬĞŶƚĞƌ WůĂǌĂͿ ^ĂŶƚĂůĂƌĂŽƵŶƚǇ^ƵƉĞƌŝŽƌŽƵƌƚƐ͕^ :ŽƐĞ͕ĂůŝĨŽƌŶ
:ĂŶϮϬϭϬͲĞĐϮϬ tĞƐƚsĂůůĞǇWĂƚƌŽůŝǀŝƐŝŽ WĂƚƌŽůͿ
>Ăǁ
ŶĨŽƌĐĞŵ WĂƚƌŽůŝǀŝƐŝŽ :ŽƐĞ͕ĂůŝĨŽƌŶ
ƉƌϮϬϬϵͲĞ ŽƵƌƚ^ĞĐƵƌŝƚǇŝǀŝƐŝŽŶ WĂůŽůƚŽͿ
^ĂŶƚĂůĂƌĂŽƵŶƚǇ^ƵƉĞƌŝŽƌŽƵƌƚƐ͕^ĂŶ:ŽƐĞ͕ĂůŝĨŽƌŶ ĞĐϮϬϬϴͲƉƌϮϬ &ŝĞůĚdƌĂŝŶŝŶŐWƌŽŐƌĂŵ;&dKͿ
^ŚĞƌŝĨĨ͛ƐKĨĨŝĐĞ &ŝĞůĚdƌĂŝŶŝŶŐWƌŽŐƌĂŵ͕^ĂŶ :ŽƐĞ͕ĂůŝĨŽƌŶŝ ^ĞƉϮϬϬϳͲĞĐϮϬϬϴ ŽƵƌƚ^ĞĐƵƌŝƚǇŝǀŝƐŝŽŶ;WĂůŽůƚŽͿ ^ĂŶƚĂůĂƌĂŽƵŶƚǇ^ƵƉĞƌŝŽƌŽƵƌƚƐ͕^ĂŶ:ŽƐĞ͕ĂůŝĨŽƌŶŝĂ #21..
- 1076 -
DĂƌϮϬϬϳͲ W͘K͘^͘d͘ĂƐŝĐWŽůŝĐĞĐĂĚĞŵǇ
:ƵƐƚŝĐ dƌĂŝŶŝŶŐĞŶƚĞƌ;^͘͘͘ηϯ DŽƌŐĂŶ,ŝůů͕ĂůŝĨŽƌŶ Yh>/&/d/KE^͗
ĞƌƚŝĨŝĐĂƚĞƐ ▪ ĂƐŝĐWŽůŝĐĞĐĂĚĞŵǇĞƌƚŝĨŝĐĂƚĞ ^ĞƉϱ͕ϮϬϬϳ ▪ W͘K͘^͘d͘ĂƐŝĐĞƌƚŝ ^ĞƉϱ͕ϮϬϬϳ ▪ W͘K͘^͘d͘/ŶƚĞƌŵĞĚŝĂƚĞĞƌƚŝĨŝĐĂƚĞ EŽǀĞŵďĞƌϯ͕ϮϬϭ ▪ W͘K͘^͘d͘ĚǀĂŶĐĞĚĞƌƚŝĨŝĐĂƚĞ :ƵůǇϮϱ͕ϮϬϭϰ >Ăǁ
ŶĨŽƌĐĞŵĞ dƌĂŝŶŝŶŐ ▪ ƌŝŵŝŶĂůDŝŶĚƐĞƚΘdĂĐƚŝĐƐWŽƐƚϭϬϵ DĂǇϮϭ͕ϮϬϭϱ ▪ ŚŝůĚďƵƐĞŽƵŶĐŝů^ǇŵƉŽƐŝƵŵ Ɖƌŝůϭϳ͕ϮϬϭϱ ▪ ŽŵĞƐƚŝĐ sŝŽůĞŶĐĞ͗/ƚ͛ƐǇŽƵƌĐĂůů sϭ ƉƌŝůϮϰ͕ ▪ ^ƚƌĞĞƚĞǀĞůŽƉŵĞŶƚ ƉƌŝůϮϮ͕ ▪ Z;ƌƵŐďƵƐĞZĞĐŽŐŶŝƚŝŽŶͿ DĂƌĐŚϮϲͲϮϴ͕Ϯ ▪ DŝŶŝZ;ƌƵŐďƵƐĞZĞĐŽŐŶŝƚŝŽŶͿ :ƵůǇϮϲ͕ϮϬϭϮ ▪ ZĞƉŽƌƚtƌŝƚŝŶŐ &ĞďƌƵĂƌǇϰ͕ϮϬ ▪ ŽŵŵƵŶŝĐĂƚŝŽŶ<ĞĞƉŝŶŐzŽƵƌ ĚŐĞ EŽǀĞŵďĞƌϭϬ ▪ 'ĂŶŐǁĂƌĞŶĞƐ KĐƚŽďĞƌϰ͕ϮϬϬ
^ŬŝůůƐ ▪ ŽƵƌƚdƌĂŝŶŝŶŐKĨĨŝĐĞƌ ▪ ƵƌƌĞŶƚZĂŶŐĞ ,ĂŶĚŐƵŶ͕^ŚŽƚŐƵŶĂŶĚ>ĞƐƐ ▪ ƵƌƌĞŶƚWZ͕ĂŶĚ&ŝƌƐƚŝĚĞƌƚŝĨŝĐĂƚŝŽŶ ▪ WŽǁĞƌWŽŝŶƚͬ ǆĐĞůͬDŝĐƌŽ^ŽĨƚtŽƌĚͬ:/^ĂƚĂďĂƐĞͬ:/ͬ^>
d^ ▪ ŽŵŵƵŶŝĐĂƚŝŽŶ ▪ WƌŽďůĞŵ^ŽůǀŝŶ ▪ ZĞƉŽƌƚtƌŝƚŝŶŐ ▪ WƵďůŝĐ^ƉĞĂŬŝŶ ĚĚŝƚŝŽŶĂů>Ăǁ
ŶĨŽƌĐĞŵĞŶƚZĞůĂƚĞĚĐƚŝǀŝƚŝĞƐ ▪ ŽƵƌƚdƌĂŝŶŝŶŐKĨĨŝĐĞƌ;ϮϬϬϴ͕ϮϬϭϯͲϮϬϭ ▪ ^:ƵƐƚŝĐĞdƌĂŝŶŝŶŐĞŶƚĞƌ;ĐĂĚĞŵǇ^ĐĞŶĂƌŝŽdĞƐƚŝŶŐ͕ϮϬ ZĞĨĞƌĞŶĐĞƐ͗ǀĂŝůĂďůĞƵƉŽŶƌĞƋƵĞƐƚ
#21..
- 1077 -
#21..
- 1078 -
7KH&DOLIRUQLD$VVRFLDWLRQRI3RO\JUDSK([DPLQHUV 0LJQRQ%XUUH 8VH RI ,QWHUSUHWHUV &RXQWHUPHDV XUHV 6H
F
R
QGDU\7UD
XPD DV LW5HODWHVWR3RO\JUDSK &DVH
6WXGLHV LQ%
DFNJURXQGV 6KRQ7KXUPD &$3(3UHVLGHQW &$3(6HFU #21..
- 1079 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
32 BID FORM L - SUBCONTRACTOR LIST
Bidder shall list the name and the address of the place of business for each subcontractor who will perform work or labor or render services to the Bidder. In addition, list the type of work the subcontractor will perform, and (if applicable) its Department of Industrial Relations (DIR) registration number and its California Contractor’s license number:

Name of
Subcontractor
Address Type of Work Contractor
License # (if any)
DIR
Registration #
(if any)

N/A N/A

N/A N/A
Bidder Company Name:

Elizabeth Rodriguez
Mignon Burrell
Polygraph Examiner
Polygraph Examiner
Assurance Polygraph LLC
1735 N. First Street,
#104, San Jose CA
95112
7891 Westwood Dr.

Suite E, Gilroy CA
95020
#21..
- 1080 -
1 INVITATION FOR BIDS (“IFB”) NO. 2324-33
FOR

POLYGRAPH EXAMINATION SERVICE
BID OPENING: December 19, 2023, at 11:00 A.M.

CITY OF MODESTO CONTACT: Holly Gonzales, Buyer
E-MAIL ADDRESS: [email protected]
#21..
- 1081 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
2 Table of Contents PAGE
NOTICE TO BIDDERS ............................................................................................................................. 3 CALENDAR OF EVENTS ........................................................................................................................ 5 CITY CONTACT ....................................................................................................................................... 5 PRECEDENCE........................................................................................................................................... 5 VIRTUAL BID OPENING......................................................................................................................... 6 GENERAL BID REQUIREMENTS .......................................................................................................... 7 A. BID SUBMITTAL....................................................................................................................... 7 E. CITY ACCEPTANCE/REJECTION OF IRREGULAR BIDS:.................................................. 7 F. COMPLETE BID DOCUMENT:................................................................................................ 7 G. COMPLIANCE/NON-COMPLIANCE:...................................................................................... 8 M. BID PROTEST AND APPEAL PROCEDURES:..................................................................... 10 BID SUBMITTAL CHECKLIST............................................................................................................. 15 BID FORM A - IFB ACKNOWLEDGEMENT .................................................................................. 16 BID FORM B – BIDDER COMPANY INFORMATION................................................................... 19 BID FORM C - PRICING SCHEDULE .............................................................................................. 21 BID FORM D – BIDDER EXCEPTIONS, CLARIFICATIONS, AMENDMENTS.......................... 22 BID FORM E – BIDDER CUSTOMER REFERENCES.................................................................... 23 BID FORM F - FINANCIAL INTEREST DISCLOSURE.................................................................. 25 BID FORM G – SUPPORT OF LOCAL VENDORS ......................................................................... 27 BID FORM H - BIDDER COMPANY HISTORY STATEMENT..................................................... 28 BID FORM I - ADDENDA ACKNOWLEDGEMENT ...................................................................... 29 BID FORM J – BIDDER WARRANTY STATEMENTS................................................................... 30 BID FORM K – BIDDER EXPERIENCE AND CERTIFICATIONS................................................ 31 BID FORM L - SUBCONTRACTOR LIST ........................................................................................ 32 TECHNICAL SPECIFICATIONS AND REQUIREMENTS ................................................................. 33

1.1 SCOPE OF WORK:........................................................................................................................ 33

1.4 REQUIRED LICENSES: ............................................................................................................... 35 SAMPLE ANNUAL AGREEMENT - SERVICES............................................................................. 36 #21..
- 1082 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
3 NOTICE TO BIDDERS
NOTICE IS HEREBY GIVEN that the City of Modesto, County of Stanislaus, State of California (“City”), will receive at the City Clerk’s office, 1010 Tenth Street, Suite 6600, Modesto, CA 95354 sealed Bids (each, a “Bid”) from qualified Bidders (each, a “Bidder”) for Polygraph Examination Services (the “Services”) for the City of Modesto, Police Department.

All equipment, materials, and supplies shall be furnished F.O.B. City of Modesto (delivery charges borne by Bidder, included in the Services pricing herein, and not separately charged to the City).

Bidders are highly recommended to download all IFB documents from the City’s Purchasing Division website at http://www.modestogov.com/257/Contracting-Bid-Opportunities; such IFB documents shall include all specifications necessary for Bidders to submit a responsive Bid.

Each Bid shall be sealed and filed with the City Clerk’s office, 1010 Tenth Street, Suite 6600, Modesto, CA 95354 prior to Tuesday, December 19, 2023, at 11:00 A.M., at which time Bids will be opened, read, and recorded. The opening of bids will not be physically open to the public but may be viewed simultaneously via video conferencing in the manner provided for herein. All Bids shall be available for review following City Council award approval at the Purchasing Division, 1010 Tenth Street, 5th Floor, Suite 5300, Modesto, CA 95354.

Bids will be received only at the address shown above, and prior to the time indicated. Any Bid 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 Bidder unopened.

All Bids, whether delivered by an employee of the Bidder, 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 Bids. Bids will not be accepted by email or facsimile. The City of Modesto assumes no responsibility for delay in the delivery of the Bid. #21..
- 1083 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
4 On the outside of the Bid envelope and courier envelope, if any, the Bidder shall indicate the following:
“NAME AND ADDRESS OF BIDDER
BID IN RESPONSE TO INVITATION FOR BIDS # 2324-33.

BID OPENING DATE: DECEMBER 19, 2023, AT 11:00 A.M.”
Bidder must deliver your Bid by a preferred method to the appropriate location below:

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 Bids or to waive any informalities or minor irregularities in a Bid.

No Bidder may withdraw its Bid for a period of 90 days after the date set for the opening thereof. #21..
- 1084 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
5 CALENDAR OF EVENTS
Event Date
IFB Issued November 17, 2023
Written Questions Due via Email November 28, 2023
Addendum Issued (if required) December 5, 2023 (approximate date) Bid Due Date & Time PRIOR TO 11:00 A.M. on Tuesday, December 19, 2023 Agreement Award Approximately April 2024

CITY CONTACT
All questions regarding these specifications, terms, and conditions shall be submitted in writing via email to the City’s Purchasing Division contact named on the cover page of this IFB (“City Contact”) by the date listed in the CALENDAR OF EVENTS above. The City will respond to pertinent questions through issuance of an Addendum to be available to all Bidders. All contact between Bidder and the City regarding the Bid process shall be through the City Contact. Attempts by the Bidder to contact other City personnel regarding this IFB and associated process may result in disqualification of the Bidder. Notwithstanding the foregoing, information intentionally or un-intentionally provided by any person other than the City Contact may not be correct and will not be binding upon the City.

BIDDER FAMILIARITY WITH SERVICE CONDITIONS
It is the responsibility of each Bidder to become familiar with all the specifications, terms and conditions and the site condition (if applicable). The Bidder agrees to and acknowledges all IFB specifications, terms, and conditions and indicates the ability to perform by submission of a Bid. By the submission of a Bid, the Bidder certifies that if awarded a contract it will make no claim against the City based upon ignorance of conditions or misunderstanding of the specifications.

PRECEDENCE
Bidder agrees that any agreement resulting from City’s acceptance of its Bid, together with the terms in any City purchase order and associated specifications provided by the City to Bidder therewith, shall comprise the entire agreement between City and Bidder. Moreover, Bidder agrees that any additional or contrary terms contained in Bidder’s acknowledgement of, shall be null and void. #21..
- 1085 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
6 VIRTUAL BID OPENING
The City of Modesto will be broadcasting Bid openings live electronically via Microsoft Teams at 11:00 a.m. (Pacific Time) on Tuesday, December 19, 2023, the City Clerk Record of Bid document should be available on Planet Bids by the end of the same day.

The public Bid opening for this Invitation for Bids will be available using the URL link containing the Number and Title of the Bid on the cover page, provided below. By submitting your Bid for the abovestated IFB you acknowledge, understand, and agree to this modified Bid opening procedure.

URL: https://teams.microsoft.com/l/meetup
join/19%3ameeting_NTI0YzBiMDMtNDQ0Yi00YjNlLWIwZjYtYzg4ZDVjMDdkM2Mz%40thread.v2 /0?context=%7b%22Tid%22%3a%22125ccacf-fc61-463c-9976-
189f876ff90b%22%2c%22Oid%22%3a%229715c333-c997-4dd7-8984-12cd4deaa705%22%7d Join Microsoft Teams Meeting (Click here to join the meeting) • +1 (469)-998-7409
• Conference ID: 961 656 049#
Should you have any questions regarding this, please do not hesitate to contact the Purchasing Department Contact listed on the Cover Page.
#21..
- 1086 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
7 GENERAL BID REQUIREMENTS
A. BID SUBMITTAL: Bidders should submit two “inked” (preferably blue ink) signed original Bid document, plus one copy of the signed original Bid document, and one electronic copy submitted via USB. The original Bid document shall be clearly marked. Photocopies do not constitute an original Bid. FAILURE TO FURNISH AT LEAST TWO “INKED” SIGNED ORIGINAL BID DOCUMENT MAY RESULT IN DISQUALIFICATION.

B. CONFIDENTIAL BIDDER INFORMATION: It is the responsibility of the Bidders to identify information in their Bid submission that they may consider to be 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.

C. BIDDER COSTS INCURRED IN RESPONDING TO IFB: All costs associated with the preparation and submission of a Bid shall be borne by the Bidder.

D. BIDDER EXCEPTIONS: All exceptions taken to this IFB, and associated specifications shall be specifically and clearly identified on Exceptions, Clarifications and Amendments form.

Failure to comply with this provision may deem the Bid as non-responsive. Please review the Sample Agreement and make note on the Exceptions, Clarifications, and Amendments form for any changes. Exceptions taken shall not affect the overall performance and quality of equipment, materials and/or provision of Services required by the City. The Purchasing Manager or designated agent shall make the final decision regarding the acceptability of equipment, materials and/or provision of Services with exceptions.

E. CITY ACCEPTANCE/REJECTION OF IRREGULAR BIDS: An agreement shall be awarded to the Bidder whose Bid 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 Bids or to waive any informalities or minor irregularities in a Bid.

F. COMPLETE BID DOCUMENT: The following forms constitute the makeup of a complete Bid document and shall be signed wherever indicated and submitted to the City in the order listed):
• Bid Form A - IFB Acknowledgement
• Bid Form B – Bidder Company Information
• Bid Form C - Pricing Schedule
• Bid Form D – Bidder Exceptions, Clarifications, Amendments • Bid Form E – Bidder Customer References
• Bid Form F - Financial Interest Disclosure
• Bid Form G – Support of Local Vendors
• Bid Form H – Bidder Company History Statement
#21..
- 1087 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
8 • Bid Form I - Addenda Acknowledgement Page (if applicable) • Bid Form J – Bidder Warranty Statements
• Bid Form K– Bidder Experience and Certifications
• Bid Form L - Subcontractor List
Failure to furnish any of these documents may result in disqualification.

G. COMPLIANCE/NON-COMPLIANCE: If Bidder cannot comply with a specification requirement in this IFB, note on the Exception, Clarifications, Amendments form of the specification paragraph, your exception, and your recommendation. The Purchasing Manager will evaluate your recommendation. If after evaluation it is determined that the Bidder is not in compliance with the specification, the Bid may be rejected.

H. PROPOSED PRICING FORMAT:
• The cost of labor, equipment, fuel, licenses, bonds, permits, and insurance necessary to perform the required provision of Services shall be included in Bid pricing, along with Bidder’s profit margin and any other cost factors.
• Unless otherwise stated, the Bidder agrees that, in the event of a price decline, the benefit of such lower pricing shall be extended to the City.
• The City of Modesto shall not pay mileage charges or travel time from the Contractor’s place of business to the job site, or from site to site, or for the Contractor’s travel time to pick up materials.
• Bidder shall use the pricing schedule provided in this IFB to present Bid pricing. No other form or format shall be accepted. Bid must be submitted on the Pricing Schedule provided. No alterations may be made to the pricing schedule. Any exceptions, amendments or adjustments should be noted on the Exception, Clarification, Amendments Form.

I. AWARD OF BID:
• The City may award one or more agreements to one or more Bidder in order to provide for backup, or in case the “primary” contractor is unable to meet the City’s needs. • The City reserves the right to decline to award any agreement if it is determined that the proposed pricing is not competitively priced based on similar agreements with public agencies within the State of California or if the bids received fail to meet the City’s requirements.
#21..
- 1088 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
9 • The City reserves the right to select that Bid, which best suits the City’s needs. In addition to price, consideration will be given to the quality and performance of the service to be purchased, and the criteria listed in Modesto Municipal Code Section 8-

3.203(f). Regardless of City staff’s recommendation, the City Council reserves the right to award an agreement to the Bidder 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.

I. SUPPORT OF LOCAL VENDORS: Should the Bidder that submits the lowest responsive Bid or and would otherwise normally qualify to receive the Bid pursuant to Sections 8-3.203 and 8-

3.204 of the Modesto Municipal Code (MMC) not be a local business as defined herein, the lowest Bid or quote submitted by a local business that is within 5% of the lowest Bid, whether or not that Bidder is the second lowest Bidder, may be deemed to be the lowest Bidder if the local Bidder agrees to reduce its Bid to match the Bid or quote of the lowest Bidder in writing within five (5) business days after notification by City Purchasing staff, provided that said local Bidder is deemed to be a responsible Bidder as determined by the Purchasing Manager. To qualify as a local Bidder, the Bidder must have a physical business location within the City of Modesto and a current City of Modesto business license.

J. INDEMNITY: The successful Bidder (the “Contractor”) will be required to hold the City, its agents, officers, employees, and volunteers, harmless from and save, defend and indemnify them against any and all claims, losses, liabilities, judgements 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 negligent or intentional act or omission of the Contractor, its agents, officers, employees, and volunteers relating to or during the performance of its obligations under this Bid. Contractor’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 for Contractor to procure and maintain a policy of insurance. With reference to the foregoing, the parties agree that all risk of loss, including but not limited to damages, property losses and defense of third-party suits, arising out of or relation to the operation of City-owned vehicles by Contractor’s employees will be apportioned to Contractor in accordance with the provisions contained in indemnity.

K. BIDDER REPRESENTATION: Bidder represents that:
• Bidder has had an opportunity to examine and has examined any and all of the documents, including specifications, any resultant contract and supporting data, and that it has, from the information contained in such documents, specifications, and data, fully acquainted itself with all conditions relevant to the work. • Bidder has made all reasonable investigations essential to a full understanding of the difficulties, which may be encountered in performing the work. #21..
- 1089 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
10 • Bidder will complete the proposed provision of Services for the compensation stated in any resultant agreement.
• Bidder assumes full and complete responsibility for all conditions relevant to the proposed provision of Services and all risks in connection therewith. • Bidder represents that it is fully qualified to perform the proposed provision of Services in accordance with the terms of any resultant agreement within the time specified therein.

L. BID PROTEST AND APPEAL PROCEDURES: Bidders wishing to protest or appeal a contract award decision by the City of Modesto must follow the procedures provided in this section. Protests or appeals which are not submitted in accordance with these procedures will not be reviewed.

Definitions
For the purposes of these procedures: "Days" means working days in which City Hall is open for business, excluding holidays and weekends.
"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 a Bidder may lodge a protest.

Protest Procedures
• Only a Bidder who has submitted a Bid is eligible to submit a protest against the City’s Announced Decision.
• Subcontractors are not eligible to submit bid protests. • A Bidder may not rely on the bid protest submitted by another bidder but must timely pursue its own protest.
• A written protest to an Announced Decision must be made to the City of Modesto's Director of Finance no later than ten days after the date of the Announced Decision. #21..
- 1090 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
11 • The protest shall be delivered or sent by registered mail and received by the City by the deadline, or protest will be automatically rejected. Protestors who choose to be represented by legal counsel are responsible for the associated expenses. • The protest shall be accompanied by a certified or cashier's check in the amount of $300.00, (except for protests of Federally Funded agreements), made payable to the Clerk of the City of Modesto. Protests filed without the requisite fee will be rejected without any additional review.
• The protest filed with the Director of Finance shall:
a. Include the name, address, email address and business telephone number of the protestor.
b. Identify the protest by name, Invitation for Bid (IFB) or Request for Proposal (RFP) number, and IFB/RFP date.
c. The bid protest must contain a complete statement of the basis for the protest and all supporting documentation. The protest must refer to the specific portion or portions of the Contract Documents upon which the protest is based. d. Include all supporting documentation, if any. Documentation submitted after filing deadline will not be reviewed.
• Bid Protests: A Bidder shall follow, in order, the following steps:
a. Protest to Director of Finance: Upon receipt of a complete and timely protest, the Director of Finance shall review all the submitted materials and shall create and retain a written record of the review. The Director of Finance shall respond at least generally to each material issue raised in the protest not later than ten days after receipt of the protest. Notice of the Director of Finance's decision may be given by letter mailed through U.S. Postal Service.

All protests to the Director of Finance shall either be delivered to:

City Clerk’s Office
Attn: Director of Finance
1010 Tenth St. Suite 6600
Modesto CA 95354
Or mailed to:

City Clerk’s Office
Attn: Director of Finance
PO Box 642
#21..
- 1091 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
12 Modesto CA 95353
b. Appeal to Deputy City Manager: At the protestor’s discretion, the decision of the Director of Finance may be appealed in writing to the City of Modesto's Deputy City Manager(s) no later than ten days after the date of the Director of Finance’s Decision. The scope of the appeal shall be limited by the issues raised in the initial protest to the Director of Finance. 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 records of the protest review by the Director of Finance. A written record of the Deputy City Manager's review shall be created and maintained. The Deputy City Manager shall give notice of their decision to the protestor within ten days after receipt of appeal.

Further 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
d. 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 ten 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’s decision on the appeal shall be final.

All protest appeals to the City Council shall either be delivered to:

City Clerk’s Office
Attn: City Council
1010 Tenth St. Suite 6600
#21..
- 1092 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
13 Modesto CA 95354
Or mailed to:

City Clerk’s Office
Attn: City Council
PO Box 642
Modesto CA 95353
e. Optional Alternative Process for Protests of Procurement Actions Exceeding $250,000: A Bidder protesting procurements exceeding $250,000 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, (except for protests of Federally Funded projects); 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 days of notice to protestor of the name of the hearing officer.

The protest shall be heard not later than twenty days after receipt of protestor's request for hearing and the selection of a hearing officer. Protests not made 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. f. Mandatory Alternative Process for Protests of Procurements Obtained with Federal Funds: If the protested procurement involves federal funds, 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 #21..
- 1093 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
14 filed with the appropriate agency within seven 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. The City Council is the highest authority of the City of Modesto, and its decisions are final. A disappointed Bidder for a contract involving expenditures of Federal funds shall have the right to appeal the City Council decision directly to the federal agency as described herein. #21..
- 1094 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
15 BID SUBMITTAL CHECKLIST

COMPLETE BID ELEMENTS 
Bid Form A – IFB Acknowledgement
Bid Form B – Bidder Company Information
Bid Form C - Pricing Schedule
Bid Form D – Bidder Exceptions, Clarifications, Amendments Bid Form E – Bidder Customer References
Bid Form F - Financial Interest Disclosure
Bid Form G – Support of Local Vendors
Bid Form H – Bidder Company History Statement
Bid Form I - Addenda Acknowledgement
Bid Form J – Bidder Warranty Statements
Bid Form K – Bidder Experience and Certifications
Bid Form L - Subcontractor List

Bidder’s submission should include all City of Modesto forms. If any form is not applicable, Bidder should write or type “Not Applicable” on it but still include the form in your submission. #21..
- 1095 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

This Bid Acknowledgement must be completed, signed by an authorized responsible officer or employee, dated, and submitted with the Bid response. Obligations assumed by such signature will include the following:

POLYGRAPH EXAMINATION

8. Payment Terms and Methods: Bidder will be able to choose from either of the following payment methods and associated timings:
(a) Option A (Preferred): City of Modesto ePay Payment: This secure payment methodology is preferred by an increasing number of the City’s suppliers. On Net 30-day timing, you will receive a single-use Master Card number with a detailed remittance for each payment. You will process the payment though your POS/Card terminal. The payment remittance will be sent from [email protected] via email and will contain the following information:
• 16-digit credit card number
• Expiration date
• Security code
• Total dollar amount of invoices to be paid.
• Invoices reference numbers and corresponding amounts
ePay results in small percentage rebate of 1.0% to The City through the card issuer. That rebate amount will be considered by The City in its evaluation of Bidder’s pricing proposal hereunder. Information about enrolling in MasterCard ePay program can be obtained from the City’s contact listed on the Cover Page of this IFB.
#21..
- 1097 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

12. Minor Irregularities. The City reserves the right, in its sole discretion, to waive any informalities or minor irregularities in a Bid.

Bidder Company Name:

Bidder Headquarters Address:

City/State/Zip:

Signature/Title/Date:
#21..
- 1098 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

E. Website Address: www.___________
F. Contact Person Details: Name:

Title:

Phone (Office):

Phone (Mobile):

Mailing Address (Street Address, City, State, Postal Code):

Fax Number:

Email:

G. Federal Taxpayer
Identification Number
(TIN):

H. Dun & Bradstreet
(DUNS) Number:

I. Names and Titles of
Top Three Bidder
Officers:

J. Years in Business:
#21..
- 1099 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
20 K. Bidder Office Address
Closest to City of
Modesto (Street
Address, City, State,
Country, Postal Code):

L. City of Modesto
Business License
Number (note –
provide only if
available now - - but
not required until any
contract begins):
#21..
- 1100 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

Description Estimated
Annual QTY
Unit Unit Price Extended Unit Price
Polygraph Examination 250 EA $________ $______________
Description Unit Unit Price
Daily Per-Diem Daily $_______________
Description Unit Unit Price
Court Testimony or other
administration hearing support Daily $________________
Payment Terms:

Check which of the following payment terms/methodology Bidder accepts (a description of each can be found in Bid Form A – IFB Acknowledgement):

Choose One:
• Option A (Preferred): City of Modesto ePay Payment on Net 30 Day Timing:
___ Choose by checking () here. If selected, for bid comparison purposes, Bidder’s pricing will be reduced by the City of Modesto’s average ePay card program rebate percentage; or ePay Email Address: _____________________________
• Manual Check Payment Mailed by US Postal Service First Class Mail Only on Net 45 Day Timing:
___ Choose by checking () here.

Bidder Company Name:

Name of Bidder Signatory:

Signature of Bidder Representative:
#21..
- 1101 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

Item # Reference To: Description
Page # Section or
Paragraph #
Bidder Company Name:

Name of Bidder Signatory:

Signature of Bidder Representative:
#21..
- 1102 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

Company Name:

Address:

City, State, Zip Code:

Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Service:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code:

Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
#21..
- 1103 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
24 Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
Company Name:

Address:

City, State, Zip Code
Contact Person:

Email Address:

Telephone Number:

Type of Business or
Governmental
Agency:

Date Range of
Services:

Annual Contract Value $
#21..
- 1104 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

Bidder must therefore complete this Bid Form F – Financial Interest Disclosure, listing by name all parties that have a material financial interest in the agreement, contract, or development right.

Financial Interest Disclosure to City of Modesto
The Bidder shall identify any person with a financial interest in the Bidder by name, below.

For the purposes of this disclosure, a “Financial Interest” shall have the meaning contained in Modesto Municipal Code section 2-10.02.

10.03(h) are satisfied.

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 Bidder is true, correct, and complete. By signing below, 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.
#21..
- 1105 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
26 Print Names of Persons Having a Financial Interest in Bidder Receiving this Agreement:

Bidder Company Name:

Name of Bidder Signatory:

Signature of Bidder Representative:
#21..
- 1106 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

Notwithstanding the foregoing, award to the local Bidder must still be approved by the City Council as would have the typical award.

To qualify as a local Bidder, the Bidder must have a physical business location within the City of Modesto and a current City of Modesto business license.

This document is only required should the Bidder request to be considered for the Support of Local Vendor preference, and meets the criteria noted above.

Check here:

I declare I am a local business per the above criteria.

Bidder Company Name:

City of Modesto Address (Street,
City, State, Postal Code:

City of Modesto Business License
Number:

Under penalty of perjury, the undersigned declares that the foregoing information is true and correct:

Print/Type Name:

Title:

Signature:

Date:
#21..
- 1107 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

The Bidder’s company history overview statement shall be approximately one to three pages in length and inserted below:

Bidder Company Legal Name: Insert Bidder Logo Here (if existent):

Insert Bidder Company History Overview Statement Beginning Here:
#21..
- 1108 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

Signing the Bid on the signature portion thereof, the Bidder is acknowledging that the Bidder has confirmed that it has received all addenda issued for IFB and has included costs for such in the Bid submitted. Failure to list and acknowledge all addenda numbers may cause Bidder’s Bid to be considered nonresponsive.

Do not attach any of the addenda to this sheet nor include them with the Bid.

But if any addenda have been issued by the City of Modesto this document is required to be completed and returned.

The Bid is submitted with respect to the changes to the IFB included in addenda numbers:

List All Addenda Numbers, Separated by Commas
(“,”):

Bidder Company Name:
#21..
- 1109 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

All materials, parts, labor, assemblies, and components shall by subject to the warranty conditions and terms unless specifically exempted in writing by the City of Modesto.

Bidder Company Legal Name: Insert Bidder Logo Here (if existent):

Insert Bidder Warranty Statement Beginning Here:
#21..
- 1110 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
31 BID FORM K – BIDDER EXPERIENCE AND CERTIFICATIONS
Bidder shall provide below a summary covering the following:

POLYGRAPH EXAMINATION

Name of
Subcontractor
Address Type of Work Contractor
License # (if any)
DIR
Registration #
(if any)

N/A N/A

N/A N/A
Bidder Company Name:
#21..
- 1112 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
33 TECHNICAL SPECIFICATIONS AND REQUIREMENTS

1.1 SCOPE OF WORK:

The City of Modesto invites qualified firms or individuals to submit a proposal for performing polygraph services for the Modesto Police Department. The Successful Proposer(s) shall provide polygraph services, including pre-employment, using a polygraph technique taught by a polygraph school accredited by one or more of following associations: American Polygraph Association (APA), California Association of Polygraph Examiners (CAPE), American Associations of Police Polygraphists (AAPP), and National Polygraph Association (NPA).

It is the City’s intent to award one or more agreements to one or more bidder as a primary and secondary in order to provide for backup if primary is unable to meet the City’s needs. The City reserves the right to award more than one contract for the services specified herein to ensure the continuing ability to obtain timely and accurate polygraph examinations of sworn and non-sworn candidates for employment and for criminal investigations.

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 five (5) years.

1.2 GENERAL REQUIREMENTS:

All polygraph examinations shall be performed in accordance with the following regulations:

A. The guidelines or bylaws of the certifying association listed above.

B. California Penal Code Sections 632 and 637.4(a).

C. Polygraph examinations shall cover general information about the candidate to include, but not limited to:
employment history, prior police history, military services, criminal activity, illegal drugs, employment theft, financial, gambling, internet use, drinking habits, and incidence of domestic violence.

D. Proof of identity of each applicant shall be confirmed with a valid form of identification prior any examination.

E. Conduct examinations within seven (7) business days after request and provide the required reports and forms within two (2) days of the completed evaluation, unless the City grants an extension for cause.

F. Have the ability to complete a minimum of thirty (30) pre-employment polygraph examinations in a thirty (30) day period.

G. The ability to conduct investigative polygraph examinations is desirable, but not required.

H. Provide an electronic copy of all polygraph examination reports to the City. #21..
- 1113 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
34 I. Provide a copy of all audio/video recordings of investigative examinations to the City upon request.

J. Provide a copy of all examination records and documents to the City upon request.

K. Testimony in court or other administrative hearings to support polygraph examination findings.

L. Retain all polygraph examination documents, videos, and recordings for a minimum of two years.

1.3 MINIMUM QUALIFICATIONS:

Proposer shall provide with their proposal submittal detailed information on the following:

A. Proposer shall have a minimum of three (3) years of continuous service (immediately prior to the time of the RFP submittal date) of providing pre-employment polygraph examinations to law enforcement agencies.

B. Proposer shall hold full membership and be certified with one or more of the following associations:
a. American Polygraph Association (APA), California Association of Polygraph Examiners (CAPE), American Associations of Police Polygraphists (AAPP), and National Polygraph Association (NPA).

C. Proposer shall have completed a minimum of 200 pre-employment polygraph examinations. Please furnish support data.

D. Proposer shall be required to provide summary invoicing which is supported by detailed cost descriptions. Please furnish examples.

E. Proposer shall be available upon request (at no cost to the City) to discuss contract issues and concerns. Please confirm acceptance.

1.4 SERVICE REQUIREMENTS:

Proposer shall provide with their proposal submittal detailed information on the following list of service requirements:

A. A list of all personnel (proposer and all employees) qualified to conduct polygraph examinations.

B. Description of all applicable association memberships and completed training courses for each examiner.

C. Proposer shall outline the overall monthly examination capacity of all examiners to provide further information on the proposer’s capacity.

D. Administer timely and accurate polygraph examinations of sworn and non-sworn candidates for employment and for criminal investigations.
#21..
- 1114 -
INVITATION FOR BIDS # 2324-33

POLYGRAPH EXAMINATION

SERVICES
35 E. Ability to conduct break down/clearing testing when appropriate (i.e., inconclusive result, significant response with new disclosures, significant response with no new disclosures, etc.)

1.5 REQUIRED LICENSES:

Prior to beginning any work or delivering any equipment or material to be furnished under this specification and bid, the bidder shall secure the appropriate Business/Delivery license from the City of Modesto.

Business/Delivery license information may be obtained by calling (209) 577-5389 or emailing [email protected]. The successful Bidder(s) shall maintain a City of Modesto business license for the duration of the agreement.
#21..
- 1115 -
36 SAMPLE AGREEMENT
SAMPLE ANNUAL AGREEMENT – POLYGRAPH EXAMINATION SERVICES This agreement, hereinafter called AGREEMENT, made and entered into in The City of Modesto, State of California, this ____ day of ____________________ , 2024, by and between The City of Modesto, a municipal corporation of the State of California, hereinafter called CITY, and _________________, a ______ _______, hereinafter called CONTRACTOR.

WITNESSETH:

WHEREAS, the Modesto City Council adopted Resolution No. 2024-XX authorizing the Award of Bid and agreement for POLYGRAPH EXAMINATION SERVICES to CONTRACTOR, attached hereto as Exhibit “A” and made a part hereof, and
WHEREAS, the CONTRACTOR provided a responsive and responsible submittal that best meets the CITY needs, attached hereto as Exhibit “B”, and made a part hereof, and WHEREAS, the CITY and CONTRACTOR shall enter into an agreement for the POLYGRAPH EXAMINATION SERVICES as described in IFB 2324-33 attached hereto as Exhibit “C” and made a part hereof (hereinafter called IFB).

#21..
- 1116 -
37 NOW, THEREFORE, the parties hereto mutually agree as follows:

1. THE WORK:
a) CONTRACTOR shall furnish all labor, materials, equipment, fuel, travel expenses, tools, licenses, and insurance necessary to perform and complete the required work as specified in Exhibit “C”, and in strict accordance with the conditions of the complete AGREEMENT. b) CONTRACTOR shall do and perform the work contemplated hereby in a good workmanlike manner under the direction of and to the satisfaction of the CITY Representative. c) CONTRACTOR shall maintain proper insurance with the CITY for the duration of the AGREEMENT.
d) CONTRACTOR shall maintain a CITY business license for the duration of the AGREEMENT.
e) CONTRACTOR shall furnish said services at the following AGREEMENT rates for an estimated annual amount $_________________. The total amount paid by CITY to CONTRACTOR over the full term of the AGREEMENT shall not exceed $____________.

Unless the services provided are for a lump sum or flat fee, fees for work performed by CONTRACTOR on an hourly basis shall not exceed the amounts shown on Bid attached hereto as Exhibit B.
#21..
- 1117 -
38 AGREEMENT PRICING
Description Estimated
Annual QTY
Unit Unit Price Extended Unit Price
Polygraph Examination 250 EA $________ $______________
Description Unit Unit Price
Daily Per-Diem Daily $_______________
Description Unit Unit Price
Court Testimony or other
administration hearing support Daily $________________
Stated pricing is subject to ______ percent (______%) cash discount if invoice is paid within ______ days after acceptance of service.

2. CITY REPRESENTATIVE:

CITY Representative is:

Purchasing Contact: Holly Gonzales, Buyer, (209) 341-2908, [email protected] The CITY Representative is not authorized to commit the CITY to changes in specifications, requirements, or scope of work, changes in price(s), period of performance or delivery date(s) or method of shipment. Changes of a contractual or business nature shall be effective only by written change to the AGREEMENT, issued by the City of Modesto, Purchasing Division.

3. TERM OF AGREEMENT:

The term of the AGREEMENT 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.

Year 1: 2024 through 2025
Year 2: 2025 through 2026
Year 3: 2026 through 2027
Year 4: 2027 through 2028
#21..
- 1118 -
39 Year 5: 2028 through 2029
Pricing as set forth in Section 1.e. above shall remain firm for the first two years of the AGREEMENT.

Price increases for any subsequent AGREEMENT years following the second year, shall not exceed the percentage change in the Consumer Price Index (CPI) for West Urban Area in any one AGREEMENT year, and shall be negotiated through the Purchasing Division. Requests for price increases shall be submitted by CONTRACTOR in writing, 90 days prior to the annual anniversary date of the AGREEMENT to be effective for the subsequent year.

4. LIABILITY INSURANCE:

The CONTRACTOR 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 City Clerk of the CITY. The policies or certificates thereof shall provide that, at least 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. 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 contractors and subcontractors; products and completed operations; and/or professional liability. b. Automobile Liability – insurance with a minimum limit of liability per occurrence of $1,000,000 for bodily injury and property damage and transportation related pollution liability. This insurance shall cover any automobile for bodily injury and property damage.
c. 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 per accident for bodily injury or disease.

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 CONTRACTOR shall promptly obtain a #21..
- 1119 -
40 new policy, submit the same to the CITY’s Risk Manager for approval and submit a certificate thereof as hereinabove provided. Upon failure of the CONTRACTOR 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 CONTRACTOR to obtain and/or maintain any required insurance shall not relieve the CONTRACTOR from any liability under this Agreement, nor shall the insurance requirements be construed to conflict with or otherwise limit the obligations of the CONTRACTOR 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 CONTRACTOR’s insurance policy(ices) 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 CITY’s Risk Manager.

For any claims related to this AGREEMENT, the CONTRACTOR’s insurance coverage shall be primary insurance as respects CITY, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by CITY, its officers, officials, employees, or volunteers shall be excess of the CONTRACTOR’s insurance and shall not contribute with it.

5. PAYMENT:

CONTRACTOR shall invoice CITY not less than once per month based on the cost for services performed and reimbursable costs incurred prior to the invoice date. All invoices shall be paid in full the following payment terms within thirty days after completion and acceptance of the Services by the CITY, and receipt of a properly prepared invoice, CITY will pay CONTRACTOR [TO BE DETERMINED BY IFB RESPONSE IN FINAL AGREEMENT, EITHER “Net 30 terms via CITY’s ePay Program” or “Net 45 Days #21..
- 1120 -
41 via manual check”.]. The CITY is exempt from payment of Federal Excise Tax, and all invoices shall be exclusive of such excise tax.

Invoice to: City of Modesto
Attn: Accounts Payable
P.O. Box 642
Modesto, CA 95353
Email to: [email protected]
At a minimum, invoices shall state the following:
• This AGREEMENT number: __________
• CITY department/division name and address.
• Billing period.
• Service hours worked day and week.
• Unit price, extended price, sales tax and total.

6. INDEMNITY:

The CONTRACTOR shall hold the CITY, its agents, officials, 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 negligent or intentional act or omission of CONTRACTOR, or its agents, officials, officers, employees, or volunteers relating to or during the performance of its obligations under this AGREEMENT. CONTRACTOR’s obligation to defend, indemnify, and hold the CITY, its agents, officials, officers, and employees harmless under the provisions of this paragraph is not limited to or restricted by any requirement in this AGREEMENT for CONTRACTOR to procure and maintain a policy of insurance.

7. VENUE & GOVERNING LAW:

Venue for any dispute or claim arising or related to this AGREEMENT its performance, breach, or interpretation (including issues about its validity or enforceability), shall be exclusively in the Superior Court of Stanislaus County or the United States District Court for the Eastern District of California #21..
- 1121 -
42 This AGREEMENT shall be deemed made in, governed by, performed in, and construed and enforced in accordance with the laws of the State of California, without giving effect to its conflicts of laws, provisions, or principles.

8. ATTORNEYS’ FEES:

9. COMMENCEMENT AND COMPLETION OF THE WORK:

The work contemplated herein shall be commenced after the agreement administrator receives and has on file:

Proofs of insurance (approved by CITY Risk Manager); and Executed Agreement:
a. Resolution No.2024-_______
b. CONTRACTOR Bid submittal.
c. IFB No. 2324-33
Contractor’s City of Modesto business license

10. TERMINATION OF SERVICES:

Failure to correct any non-performance shall allow the non-breaching party to terminate this AGREEMENT for cause.
#21..
- 1122 -
43 Termination by City for Convenience: The City may also terminate this AGREEMENT the Contractor's performance underthe Agreement, eitherin whole orin part, at its own discretion and without cause.

Post-Termination Procedure
Upon receipt of a written notice of termination pursuant to either of the foregoing paragraphs, the CONTRACTOR shall:
a. Cease its work as directed in the notice of termination as of the termination date and see to it that its employees, subcontractors, and agents are notified of such termination and act as specified in the notice of termination. b. Terminate all orders and subcontracts except as necessary to complete any portion of the SERVICES that are 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, but in no event shall recovery by any CONTRACTOR or subcontractor include lost profits for portions of the SERVICES 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 CONTRACTOR in performing the SERVICES 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 SERVICES 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 SERVICES and/or property related to the SERVICES.
#21..
- 1123 -
44 h. If CITY so requests, and at CITY's cost, CONTRACTOR shall provide sufficient oral or written status reports to make CITY reasonably aware of the status of CONTRACTOR’s work on the SERVICES.
i. CONTRACTOR understands and agrees that CITY may, in CITY’s sole discretion, refuse to pay CONTRACTOR for that portion of CONTRACTOR's SERVICES which were performed by CONTRACTOR on the project prior to the termination date and which remain unacceptable and/or not useful to CONTRACTOR as of the termination date.

CITY will pay CONTRACTOR for SERVICES completed prior to the receipt of the termination notice or otherwise completed in accordance with the notice of termination. The final payment to the CONTRACTOR 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 SERVICES such as subcontractor agreements or contracts for materials. b. The AGREEMENT price allocable to the portion of the SERVICES properly performed or goods supplied to the work site by the CONTRACTOR as of the date of termination, as determined in accordance with the notice of termination, reduced by any sums previously paid to the CONTRACTOR for such SERVICES.

11. COMPLIANCE WITH ALL LAWS:

13. ASSIGNMENT OF RIGHTS:

The 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 acquisition of goods, services, or materials pursuant to this AGREEMENT or any allowed 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 makes final payment to the CONTRACTOR, without further acknowledgment by the parties (Government Code, Sections 4550-4554).

14. CITY PROCESS/PROCEDURE APPROVALS:

CITY approval of any process or procedure shall not relieve CONTRACTOR of its responsibility to furnish the required SERVICES meeting all specifications contained herein. #21..
- 1125 -
46 15. CONTRACTOR'S RESPONSIBILITY FOR DAMAGES:

16. NOTICES:

CONTRACTOR: __________________
__________________
__________________
__________________
CITY: City of Modesto
Purchasing Division
P.O. Box 642
Modesto, CA 95353
Each party may change its address for delivery of notice by delivering written notice of such change of address to the other party.

17. SIGNATORY(IES) FOR CONTRACTOR:

Each signatory for CONTRACTOR below warrants and represents that it is legally competent to, and have full authority to, execute the AGREEMENT.

18. QUANTITIES:

No minimum or maximum is guaranteed or implied.
#21..
- 1126 -
47 19. 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.

20. OTHER GOVERNMENT/PUBLICLY FUNDED AGENCIES:

21. NON-DISCRIMINATION:
a. During the performance of this AGREEMENT, CONTRACTOR and any allowed 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), sexual orientation, or any other basis prohibited by Federal or California law. Equal employment opportunity extends, but is not limited to recruitment, compensation, benefits, layoff, termination, and all other conditions of employment. The CONTRACTOR and any allowed subcontractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free of such discrimination. The CONTRACTOR and any allowed 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, and 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. #21..
- 1127 -
48 b. The CONTRACTOR and any allowed 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. The CONTRACTOR shall include the nondiscrimination and compliance provisions of this clause in any allowed subcontracts to perform SERVICES. d. The 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 24 hours notice, to such of its books, records, accounts, other sources of information and its facilities as said Department or CITY shall require ascertaining compliance with this AGREEMENT.

22. CONTRACTOR LICENSES & PERMITS:

CONTRACTOR warrants and represents that it possesses and shall maintain all licenses, and shall secure and maintain all necessary permits, necessary to perform the SERVICES.

23. RECORDS:

All final versions of reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that CONTRACTOR prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the CITY. CONTRACTOR hereby agrees to deliver those documents to the CITY upon termination of the AGREEMENT, and the CITY may use, reuse, or otherwise dispose of the documents without CONTRACTOR’s permission. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this #21..
- 1128 -
49 AGREEMENT are prepared specifically for the City and are not necessarily suitable for any future or other use.

24. FACILITIES AND EQUIPMENT:

Except as set forth herein, CONTRACTOR shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this AGREEMENT. CITY shall make available to CONTRACTOR only the facilities and equipment listed in EXHIBIT “B” and “C”, and only under the terms and conditions set forth herein.

25. INDEPENDENT CONTRACTOR; NOT AGENT:

26. DRUG FREE WORKPLACE:

CONTRACTOR certifies that it is following and in compliance with Sections 8350 - 8355 of Chapter 5.5 of the Government Code, Drug Free Workplace Act whereby each 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.

27. ASSIGNMENT:

Neither this AGREEMENT nor any SERVICES hereunder shall be subcontracted or assigned by CONTRACTOR without the prior written consent of the CITY in each and every instance.

28. WAIVER:

Headings used in the Agreement are for reference purposes only and shall not be considered in construing this AGREEMENT.

30. MISCELLANEOUS:

Time is of the essence in CONTRACTOR’s performance under each provision of this AGREEMENT.

31. ENTIRE AGREEMENT:

This Agreement and its exhibits contain the entire understanding between CONTRACTOR and CITY. Additional or new terms contained in this AGREEMENT which vary from CONTRACTOR’S bid are controlling and are deemed accepted by CONTRACTOR by performance of any SERVICES or other commencement of performance hereunder. The terms and conditions of the IFB, attached hereto as Exhibit C, are incorporated herein. In the event of a conflict between the IFB and this AGREEMENT, this AGREEMENT shall control. All previous bids, 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 or exception to any of the terms, conditions, and provisions of this AGREEMENT shall be considered valid unless specifically agreed to in writing by the parties.

32. 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.
#21..
- 1130 -
51 IN WITNESS WHEREOF, the CITY OF MODESTO, a municipal corporation, has authorized the execution of this Agreement by its City Manager and attested by its City Clerk under authority of Resolution No. 2024- _________ adopted by the Council of the City of Modesto on the _____________ day of _____________________, 2024 and _____________________has caused this Agreement to be duly executed.
#21..
- 1131 -

MODESTO CITY COUNCIL
RESOLUTION NO. 2024-210

RESOLUTION APPROVING THE AWARD OF BID AND AGREEMENT FOR

POLYGRAPH EXAMINATION SERVICES TO ASSURANCE POLYGRAPH,
LLC, CASTRO VALLEY, CA, FOR A TWO (2) YEAR AGREEMENT WITH THREE (3) ONE-YEAR EXTENSION OPTIONS, FOR AN ANNUAL
ESTIMATED AMOUNT OF $96,260, PLUS UP TO $57,010 FOR

CONTINGENCY, IF NEEDED, FOR AN AGREEMENT TOTAL AMOUNT NOT TO EXCEED $538,260 OVER FIVE (5) YEARS; AND AUTHORIZING THE

CITY MANAGER, OR HIS DESIGNEE, TO EXECUTE THE AGREEMENT WHEREAS, the Modesto Police Department utilizes polygraph services as part of its extensive recruitment process; and
WHEREAS, the hiring process for both sworn and non-sworn employees is a long and extensive process of which the polygraph exam vital; and WHEREAS, on September 22, 2023, the City Manager authorized the Purchasing Manager to solicit the procurement for Polygraph Examination Services; and WHEREAS, on November 17, 2023, the Purchasing Division issued invitation for Bids, IFB 2324-33; and
WHEREAS, ten (10) companies chose to download the RFP document; and WHEREAS, on December 19, 2023, proposals were formally opened by the City Clerk and broadcast via Microsoft Team Livestream, three (3) vendors chose to respond, there were no local bids; and
WHEREAS, based on providing lowest responsive and responsible bid, the City staff recommended to award of proposal for polygraph services to Assurance Polygraph LLC, Castro Valley, CA for a two year agreement with three one-year extension options; and
06/11/2024/Police/JSmart/Item 16 1 2024-210
#21..
- 1132 -
WHEREAS, Modesto Municipal Code Section 8-3.203 generally requires all purchases, which meet or exceed $100,000 for material, equipment or contractual services to follow the formal bid procedures, and based on providing the lowest responsive and responsible bid which conforms to the Modesto Municipal Code, 8-3.203, City staff recommends the award of bid for polygraph examination services to Assurance Polygraph, LLC, Castro Valley, CA.

NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Modesto approves an agreement with Assurance Polygraph, LLC for polygraph services for a two (2) year agreement with three (3) one-year extension options, for an annual estimated amount of $96,260, plus up to $57,010 for contingency, if needed, for an agreement total amount not to exceed $538,260 over five (5) 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. 06/11/2024/Police/JSmart/Item 16 2 2024-210
#21..
- 1133 -
#21..
- 1134 -

CITY OF MODESTO

COUNCIL AGENDA REPORT
DATE OF MEETING:

June 11, 2024
Date: May 20, 2024
TO: Mayor and City Council
THROUGH: Joseph P. Lopez, City Manager
FROM: Brandon Gillespie, Chief of Police
SUBJECT: Polygraph Examination Services Agreement
CONTACT: Jessica Smart, Police Administrator, [email protected], 209-572-9500 DESCRIPTION:

Consider approving the Agreement for Polygraph Examination Services to Assurance Polygraph, LLC, Castro Valley, CA, a total amount not to exceed $538,260 over five years. (Funding Source: General Fund)
STRATEGIC PLAN ELEMENT:

This item is related to the adopted City Council 2020-2025 Strategic Plan for Governance and Service Delivery by building community trust in city government through transparent and efficient service delivery.

BACKGROUND:

The Modesto Police Department utilizes polygraph services as part of its extensive hiring process. This process, which also includes a background investigation, helps the Department make selections of viable, high-quality candidates.

The hiring process for both sworn and non-sworn employees is a long and extensive process, of which, the polygraph exam is an early and critical part. To continuously recruit and hire to maintain proper staffing levels, on demand polygraph services are needed to hire in a timely fashion.

On February 2, 2021, by Resolution 2021-029, Council authorized the agreement for polygraph services with Mansfield, Lierly & Associates, Citrus Heights, CA, for a one (1) year agreement with two (2) one-year extension options, for an annual estimated cost of $45,225 and a total amount not to exceed $135,675 over three years.

On September 13, 2022, by Resolution 2022-377, Council authorized an amendment to the purchase agreement with Mansfield, Lierly & Associates, Citrus Heights, CA, for additional polygraph examinations, $26,800 annually for a revised estimated annual amount of $72,025 and a revised total amount not to exceed $189,275.
#21..
- 1135 -
City Council, June 11, 2024
Polygraph Examination Services Agreement

Page 2 of 3 ends

Modesto City CouncilJuly 14, 2026

Modesto City Council
July 14, 2026