Ontario City Council
December 19, 2023

BB&K 2020
AMENDMENT NO. 2 TO THE GOODS AND SERVICES AGREEMENT

BETWEEN THE CITY OF ONTARIO AND
LOS ANGELES TRUCK CENTER, LLC.

1. Parties and Date.

This Amendment No. 2 to the Agreement (as defined herein) is made and entered as of ____________, by and between the City of Ontario (“City”) and Los Angeles Truck Center LLC, a Corporation, “Contractor”. City and Contractor are sometimes individually referred to as “Party” and collectively as “Parties.”

2. Recitals.

2.1 Agreement. The City and Contractor have entered into an agreement entitled “Goods and Services” dated August 18, 2020 (“Agreement”).

2.2 Amendment Purpose. The City and Contractor desire to amend the Agreement to extend term to June 30, 2025 and increase compensation by One Million Five Hundred Thousand Dollars ($1,500,000) for a new total contract amount not to exceed Two Million Dollars ($2,000,000). The Parties have heretofore entered into that Amendment No. 1 dated July 31st ,2023.

2.3 Amendment Authority. This Amendment No. 2 is authorized pursuant to Section 2.1,

12.9, and 12.17 of the Agreement.

3. Terms.

3.1 3.1 Amendment. Section 2.1 of the Agreement is hereby amended in its entirety to read as follows:
"The term of this Agreement shall be from August 18, 2020 to June 30, 2025. Vendor shall provide all Goods and complete the Services within the term of this agreement and shall meet any other established schedules and deadlines. The parties may, by mutual, written consent extend the term of this agreement, if necessary, to complete the work."

3.2 Amendment. Section 3.1 of the Agreement is hereby amended in its entirety to read as follows:
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“Compensation. Vendor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed Two Million Dollars ($2,000,000) without written approval of City Manager. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.”

3.3 Continuing Effect of Agreement. Except as amended by this Amendment No. 2, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 2. From and after the date of this Amendment No. 2, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 2.

3.4 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 2.

3.5 Severability. If any portion of this Amendment No. 2 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.6 Integration. This Amendment represents the entirety of the Parties’ understanding relating to the subject of this Amendment, including written or verbal communications between the Parties, which shall have no relevance unless expressly incorporated herein. This is an integrated amendment.
[SIGNATURES ON FOLLOWING PAGE]
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46700.00100\33287662.1

BB&K 2020
SIGNATURE PAGE FOR AMENDMENT NO. 2 TO GOODS AND SERVICE

AGREEMENT BETWEEN THE CITY OF ONTARIO
AND LOS ANGELES TRUCK CENTER, LLC.

IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 2 as of the day and year first above written.

CITY OF ONTARIO LOS ANGELES TRUCK CENTER, LLC.

By:

Its:

Printed Name:

By:

Its:

Printed Name:

If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED
Approved By:

Scott Ochoa
City Manager
Approved as to Form:
_____________________________________
Best Best & Krieger LLP
City Attorney
Attested By:

City Clerk
435
Department: Public Works
Prepared By: Gil H Mars
Staff Member Presenting:

Tito Haes, Executive Director Public Works
Reviewed By: Bonnie Tam, Andrea Ampig
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 17
SUBJECT: AN AMENDMENT TO THE ON-CALL DESIGN SERVICES AGREEMENT WITH ARDURRA GROUP FOR THE 935 E. HOLT AVE. DEMOLITION PROJECT

CITY OF ONTARIO
Agenda Report
December 19, 2023
SECTION:

CONSENT CALENDAR
RECOMMENDATION: That the City Council authorize the City Manager or his designee to execute Amendment No. 17 to the on-call Design Services Agreement with Ardurra Group, of Newport Beach, California, for the 935 E. Holt Ave. Demolition Project in the amount of $39,609 for a total not-to-exceed contract amount of $3,079,849 and extend the term of the Agreement to October 27, 2026.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Invest in the City's Infrastructure (Water, Streets, Sewers, Parks, Storm Drains and Public Facilities)
FISCAL IMPACT: Amendment No. 17 to the on-call Design Services Agreement with Ardurra Group for the 935 E. Holt Ave. Demolition Project includes the creation of the bid package for the future demolition of the site. This will increase the total contract amount by $39,609 for a total not-toexceed contract amount of $3,079,849. The Fiscal Year 2023-24 Adopted Budget includes appropriations in the Ontario Housing Authority Fund for this project.

BACKGROUND & ANALYSIS: As part of The Ontario Center Specific Plan, Economic Development and Ontario Housing Authority are revitalizing the Holt Avenue Corridor. 935 E. Holt Ave. is an underutilized property the City of Ontario has acquired to resell to a developer for redevelopment.

The intent is to effectively redesign this existing space based on existing and future proposed development. If approved, Ardurra Group will be creating the geotechnical survey, demolition plan and bidding documents for the demolition of the site.
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AMENDMENT NO. 17 TO THE PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF ONTARIO AND
ARDURRA GROUP, INC.

1. Parties and Date.

This Amendment No. 17 to the Agreement (as defined herein) is made and entered as of ____________, by and between the City of Ontario (“City”) and Ardurra Group, Inc., a CORPORATION, “Consultant”. City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.”

2. Recitals.

2.1 Agreement. The City and Consultant have entered into an agreement entitled “Civil Engineering Services” dated May 7, 2019 (“Agreement”).

2.2 Amendment Purpose. The City and Consultant desire to amend the Agreement to add Civil Engineering Services for D&C23-019 935 E. Holt Demolition and increase the not to exceed amount by THIRTY-NINE THOUSAND SIX HUNDRED AND NINE DOLLARS ($39,609.00).

The Parties have heretofore entered into that Amendment No. 1 dated December 3, 2019, Amendment No. 2 dated December 16, 2019, Amendment No. 3 dated February 19, 2020, Amendment No. 4 dated January 27, 2021, Amendment No. 5 dated January 27, 2021, Amendment No. 6 dated January 27, 2021, Amendment No. 7 dated January 27, 2021, Amendment No. 8 dated July 6, 2021, Amendment No. 9 dated May 7, 2022, Amendment No. 10 dated September 6, 2022, Amendment No. 11 dated September 20, 2022, Amendment No. 12 dated November 1, 2022, Amendment No. 13 dated December 9, 2022, Amendment No. 14, dated December 9, 2022, Amendment No. 15 dated February 7, 2023, and Amendment No. 16 dated August 15, 2023.

2.3 Amendment Authority. This Amendment No. 17 is authorized pursuant to Section

3.2.4 of the Agreement.

3. Terms.

3.1 Amendment. Section 3.1.1 of the Agreement is hereby amended in its entirety to read as follows:
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“Consultant promises and agrees to furnish to City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional architectural and related services necessary for the full and adequate completion of the Project consistent with the provisions of this Agreement (hereinafter referred to as “Services”). The Services are more particularly described throughout this Agreement, including Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, any exhibits attached hereto and incorporated herein by reference, and all applicable local, state, and federal laws, rules and regulations. All Services performed by Consultant shall be subject to the sole and discretionary approval of the City, which approval shall not be unreasonably withheld. Additionally, Consultant shall comply with all Federal requirements applicable to the Services as set forth in Exhibit “A.”" Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:

3.1.2 Term. The term of this Agreement shall be from May 7, 2019 to October 27, 2026, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

3.2 Continuing Effect of Agreement. Except as amended by this Amendment No. 17, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 17. From and after the date of this Amendment No. 17, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 17.

3.3 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 17.

3.4 Severability. If any portion of this Amendment No. 17 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.5 Integration. This Amendment represents the entirety of the Parties’ understanding relating to the subject of this Amendment, including written or verbal communications between the Parties, which shall have no relevance unless expressly incorporated herein. This is an integrated amendment.
[SIGNATURES ON FOLLOWING PAGE]
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BB&K 2020
SIGNATURE PAGE FOR AMENDMENT NO. 17 TO ON-CALL ENGINEERING

SERVICES BETWEEN THE CITY OF ONTARIO
AND ARDURRA GROUP, INC.

IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 17 as of the day and year first above written.

CITY OF ONTARIO ARDURRA GROUP, INC.

By:

Its:

Printed Name:

By:

Its:

Printed Name:

Approved By:

Tito Haes
Executive Director, Public Works
Approved as to Form:
_____________________________________
Best Best & Krieger LLP
City Attorney
Attested By:

City Clerk
439
Newport Beach El Segundo Long Beach San Diego www.ardurra.com August 30, 2023 Mr. Gil Mars Design & Construction – Project Manager City of Ontario 1333 S. Bon View Ontario, CA 91761 Subject: Proposal to Provide Civil Engineering Services for the Demolition of the existing improvements at 935 Holt Boulevard (Blvd)
Dear Mr. Mars, Ardurra Group, Inc. (Ardurra) appreciates this opportunity to present our proposal to the City of Ontario to provide civil engineering services associated with the demolition of the existing improvements within the site located at 935 E. Holt Blvd, Ontario California (Exhibit A). Ardurra’s project understanding, the proposed scope of services and the estimated fee are presented herein for your consideration. Ardurra’s civil engineering design team for this project will be led by Jose Hernandez, PE. He has worked on multiple demolition projects over the years and understands the characteristics and challenges of this type of work, including assessing and determining the disposition of the existing soil conditions, the site drainage requirements, and the existing utilities. Ardurra proposes to accomplish the work described herein for a time and material not-to-exceed fee of $39,609. Ardurra will prepare monthly invoices and will only exceed this amount with prior written authorization. A fee breakdown using our hourly billing rates is attached for your information (Exhibit B). The billing rates shown in the fee breakdown are valid through December 2023. We look forward to the opportunity to perform this work for you. We are available to meet to discuss this proposal and the necessary tasks identified in this scope. Please contact Jose at (714) 458-7929 or [email protected] should you have any questions or require any additional information. Sincerely, Ardurra Group, Inc. Anissa Voyiatzes, PE, QSD, ENV SP Jose Hernandez, PE, QSD/QSP Group Leader, Engineering and Municipal Services Senior Project Manager Attachments:

Exhibit A – Site Location Exhibit B – Estimated Manpower Hourly Fee Breakdown Exhibit C – Geotechnical Proposal Exhibit "A"
440
Proposal to Provide Civil Engineering Services for City of Ontario 935 E. Holt Blvd - Demolition 1 | page Project Understanding Ardurra understands that the City of Ontario proposes to acquire the property located at 935 E. Holt Blvd, demolish the existing improvements on the site, and prepare the site to sell it for future development. The project boundary is just over 1 acre located east of the intersection of E. Holt Blvd and N. Allyn Ave. The project site currently consists of a parking lot, an existing commercial building, that is currently conducting business, and existing utilities. It is understood that the overall project will involve demolishing the existing structures, removing of the existing pavement, cutting, and capping the existing utilities, and leaving a rough-graded site. Ardurra’s scope is limited to the civil engineering portion of work described in the scope of services.

The existing structures may require hazardous material abatement that others will assess, design, and perform.

Scope of Services Ardurra proposes to provide civil engineering design services including the preparation of demolition plans for the projectspecific civil elements, including the sewer, water, and storm drain, the preparation of a preliminary rough grading plan, an erosion control plan, the preparation of a project Storm Water Pollution Prevention Plan (SWPPP) report, coordination/collaboration with dry utilities (gas, electrical, and communication) for the cutting and capping of these utilities, and quantity take-off for the civil elements. Ardurra will also perform internal Qa/Qc for our project tasks.

Ardurra intends to perform the proposed civil engineering design services as follows:

Project Documents:The following is a breakdown of our understanding of the civil engineering task services required for the civil-related portion of the work:

Task 1: Project Coordination and Meetings – This task will involve project coordination and meetings for the project.

It will include three (3) design team meetings and two (2) site visits. This task will also involve coordination with utility providers to identify the contact personnel of the individuals that the contractor will need to coordinate with for the removal of the on-site utilities.

Task 2: Demolition Plan – This task will involve reviewing existing documents including existing plans and as-builts, if available, to develop the demolition plan for the project area. The demolition plan will reflect the existing conditions, to the extent possible and will provide the contractor with guidance in removing the civil improvements. The demolition plan will identify the existing surface features and utilities to be cut, capped, removed, or abandoned in place. The plan will only provide general information relative to building demolition. Detailed building demolition including hazardous material abatement and removal will be done by others; however, Ardurra will coordinate with the team that will design the building assessment and abatement design to provide for proper site preparation. Since there will not be a project topographic map, Ardurra will use available aerial imagery to prepare the demolition plan.

Task 3: Preliminary Rough Grading Plan – This task will involve preparing a preliminary rough grading plan that will provide rough grading guidance to the demolition contractor so that trenches and excavations are not left on the site after the existing infrastructure is removed. The preliminary rough grading plan will be developed using available USGS contours as existing contours and the proposed elevations will be based on the depths of removals from the existing improvements (pavement depth, foundations, etc.) 441
Proposal to Provide Civil Engineering Services for City of Ontario 935 E. Holt Blvd - Demolition 2 | page
Task 5: Erosion Control Plan – This task will involve generating an erosion control plan that will serve as the basis for the sediment project for the site during demolition activities. The erosion control plan, included in the set will be the minimum requirements that the contractor must implement. The plan will be augmented by the project SWPPP, which will be submitted to the State.

Task 6: Quantity Take-off for Civil Elements – This task will involve generating quantities for the civil-related demolition elements. The quantities will include pavement removal, approximate earthwork quantities, and utility removals. A cost estimate will not be included. Quantities or Costs for structural demolition will not be included or they will be provided by others.

Task 7: SWPPP – This task involves the development of the project SWPPP that will be required during demolition and rough grading. The SWPPP will be coordinated with the City to determine how the site will remain after rough grading and submit the document to SMARTS.

Deliverables: It is anticipated that Ardurra will be provided with the project standard border for the plan sheets in AutoCAD format and that Ardurra will produce reproducible bond sheets. The drawings will be prepared using AutoCAD. If required, Ardurra AutoCAD standards can be adjusted to match those of the City of Ontario, if required. It is assumed that specific standard requirements will be selected at project startup if an electronic submittal is required. Ardurra anticipates no more than three (3) submittals of the following project documents:
• Civil Demolition Plan
• Rough Grading Plan • Erosion Control Plan • Technical specifications for civil related items • Quantities for Civil related demolition elements • Project SWPPP The geotechnical report will be provided by Converse Geotechnical. Assumptions:
• This proposal covers only the scope outlined above.• Per the direction of the City, the project plans will be developed using available aerial imagery and the available boundary survey provided by the City. No survey information will be provided for the demolition and rough grading plans.
• The demolition plan set developed by Ardurra will only include identification of structures to be removed and utilities (water, sewer, and storm drain) to be cut, capped, and removed. This scope of work will not include specific demolition requirements for the existing structures. It will be assumed that any hazardous material assessments, testing or abatement for the existing structures will be performed and specified by others. • The current scope of work does not anticipate submittal to any other agency other than the City of Ontario. • Technical specifications for site removal and rough grading will be provided. Other specifications, if required, will be provided by others.
• The demolition plan will show cutting, capping, and removal of dry utilities; however, it is anticipated that the utility owners will remove their own utility unless directed otherwise by the utility owner. 442
Proposal to Provide Civil Engineering Services for City of Ontario 935 E. Holt Blvd - Demolition 3 | page Exclusions: The following items are specifically excluded from the Ardurra scope of proposed services based on our current understanding of our scope:
• Project surveying services are not included in this scope of work • Cost estimate • Project utility profiles will not be included in this scope • Necessary permit processing fees • Environmental and Land Use permits • Traffic/transportation engineering, including haul route plan and traffic control • Permits associated with demolition activities • Qualified SWPPP Practitioner (QSP) services are not included in this scope • Hazardous assessments or services for the existing building are not included in this scope of services• Structural engineering services are not included • The soil characterization is limited to the tests identified in the Geotechnical Proposal (Exhibit C). Additional tests will require additional budget to perform
• The project documents will provide regulatory guidance for soil/pavement disposition only • SWPPP fees are not included in the scope • Realignment of the existing sewer line Sub-consultant Scope: Geotechnical Scope of Work: Converse Consultants (Converse) will perform the geotechnical investigation for this project and will provide a report for our use in preparing the project documents described hereon. Converse will perform 4 borings throughout the site and test the material for traces of VOCs, SVOCs, PCBs, OCPs, and Title 22 metals. Please see the geotechnical for additional assumptions and exclusions for the geotechnical scope. 443
Proposal to Provide Civil Engineering Services for City of Ontario 935 E. Holt Blvd - Demolition 4 | page Exhibit A – Site Location 444
Proposal to Provide Civil Engineering Services for City of Ontario 935 E. Holt Blvd - Demolition 5 | page Exhibit B – Fee Estimate Sr. Project
Manager Qa/Qc Proj. Eng Engineer I Eng. Tech Admin Converse (Geotech) $265.00 $265.00 $195.00 $170.00 $110.00 $110.00
Task 935 E. Holt Demolition Project $39,609

1.1 Project Coordination and Meetings 8 4 2 14 $3,020 $0 $3,0201.2 Demolition Plan 2 2 4 8 24 40 $5,840 $0 $5,8401.3 Preliminary Rough Grading Plan 2 1 4 8 16 31 $4,695 $0 $4,6951.4 Erosion Control Plan 2 4 8 14 $2,670 $0 $2,6701.5 Project Technical Specifications 2 2 4 12 20 $3,880 $0 $3,8801.6 Quantity take off civil related removals 1 1 2 8 12 $2,280 $0 $2,2801.7 SWPPP 1 1 4 24 8 2 40 $6,490 $0 $6,4902.2 Geotechnical Analysis 1 1 $265 $9,780 $10,269 $10,5343.1 Reimbursible expenses $200 $0 $200 19 7 22 72 50 2 172
$5,035 $1,855 $4,290 $12,240 $5,500 $220 $29,340 $9,780 $10,269 $39,609 TOTAL NOT-TO-EXCEED FEE: $39,609
Total
Cost
Ardurra Personnel Sub
Subcontract
incl 5% MU
Task/
Subtask Task/Subtask Description
Subtask
LaborHours Subtask Labor Cost
445
Proposal to Provide Civil Engineering Services for City of Ontario 935 E. Holt Blvd - Demolition 6 | page Exhibit C – Geotechnical Engineering Proposal 446
Converse Consultants
Geotechnical Engineering, Environmental & Groundwater Science, Inspection & Testing Services 2021 Rancho Drive, Suite 1, Redlands, California 92373
Telephone: (909) 796-0544 ♦ Facsimile: (909) 796-7675 ♦ www.converseconsultants.com August 28, 2023
Revised August 30, 2023
Mr. Jose Hernandez, PE, QSD/P
Project Manager
Ardurra
3737 Birch Street, Suite 250
Newport, CA 92660
Subject: REVISED PROPOSAL TO VERIFY SOIL CONTAMINATION AND PREPARE AN

EARTHWORK RECOMMENDATION REPORT
Demolition of the Building Located at 935 East Holt Boulevard and Grade a Pad for Future Development
City of Ontario, San Bernardino County, California
Converse Project No. 23-81-263-00 (01)
Dear Mr. Hernandez:

Converse Consultants (Converse) is pleased to submit this proposal outlining our scope of work and cost estimate to verify soil contamination and prepare an earthwork recommendation report to grade the demolished building site located 935 East Holt Boulevard, City of Ontario, San Bernardino County, California.

This proposal is based on a review of the following.
 The information you transmitted to us via email on August 23 and 29, 2023  Discussion with you over the phone on August 24, 2023.

Our proposal dated August 28, 2023 have been revised to eliminate geology/earthquake hazard evaluation of the site.

SITE/PROJECT DESCRIPTION
We understand the City of Ontario owns a one-story warehouse/maintenance building over approximately 1.01-acre site located at 935 East Holt Boulevard, Ontario, California. Associated with the building is an asphalt concrete paved parking lot and underground utilities.

The City of Ontario (City) intends to demolish the building and abandon the existing underground utilities. The site will be graded for future use as a building pad. Also, the soils outside the building footprint will be tested for hydrocarbon related contamination.

SCOPE OF SERVICES
Our scope of work will include the following tasks.

Task 1: Project Coordination and Set-up
We will review the following documents, if available.
 As-built drawings of existing underground utilities.
 Previous geologic/geotechnical publications of the site and surrounding area. 447
Revised Proposal To Verify Soil Contamination And Prepare An Earthwork Recommendation Report Demolition of the Building Located at 935 East Holt Boulevard and Grade a Pad for Future Development City of Ontario, San Bernardino County, California
August 28, 2023
Revised August 30, 2023

Converse Consultants
M:\JOBFILE\2023\81\23-81-263 Ardurra, 935 E. Holt Blvd. Building Demo\Proposal\23-81-263_pro(01)building As part of the project set-up, our staff will conduct the following.  Prepare a field exploration plan and submit it for your review and approval.  Conduct a site reconnaissance and stake/mark the field exploration locations such that it is accessible.
 Notifying Underground Service Alert (USA) at least 48 hours prior to drilling to clear the boring locations of any conflict with existing underground utilities.  Since the site has existing underground utilities, a representative from the owner MUST assist in clearing the boring locations from conflict with existing utilities.

Converse will NOT be liable for damage to any unmarked utility.  Engage a drill rig company to drill the borings.

Task 2: Subsurface Exploration
Our subsurface exploration will consist of drilling borings within the project site. The purpose of the borings will be to:
 Estimate the extent and depths of remedial grading.
 Classify the soils within the borings.
 Collect soils samples for laboratory testing.
 Determine the excavatability of the soil.

We plan to drill a total of 4 borings, each to a depth of 15.0 feet below existing ground surface.

The borings will be drilled with a truck-mounted rig (CME 75 or equivalent) equipped with 8-inch diameter hollow-stem augers for soils sampling. Soils will be continuously logged and classified by the geologist/engineer in the field by visual examination in accordance with the Unified Soil Classification System.

Both undisturbed ring samples and bulk samples of the subsurface materials will be obtained at three-foot to five-foot intervals, at changes in soil profiles, or where unusual conditions are encountered. The relatively undisturbed ring samples will be obtained using a Modified California Sampler (2.4-inch inside diameter and 3.0-inch outside diameter) lined with thin-walled sample rings. The sampler will be driven into the bottom of the borehole with successive drops of a 140- pound hammer falling 30 inches. The number of successive drops of the driving weight (“blows”) required for one foot of penetration will be shown on the boring log, in the “blow/foot” column. The soil will be retained in brass rings (2.4 inches in diameter and 1.0 inch in height) and carefully sealed in waterproof plastic containers for shipment to the laboratory. Bulk samples of representative soil types will be collected in plastic bags. Groundwater levels, where encountered in the borings, will be recorded.

The borings will be backfilled with soil cutting mixed with cement and compacted by pushing down with the augers using the drill rig weight. If construction is delayed, we recommend the owner monitor the borings and backfill any settlement or depression that might occur or provide protection around the area of the borings to prevent trip and fall injuries from occurring near in area of any potential settlement.

Note: Soils will NOT be placed in drums.
448
Revised Proposal To Verify Soil Contamination And Prepare An Earthwork Recommendation Report Demolition of the Building Located at 935 East Holt Boulevard and Grade a Pad for Future Development City of Ontario, San Bernardino County, California
August 28, 2023
Revised August 30, 2023

Converse Consultants
M:\JOBFILE\2023\81\23-81-263 Ardurra, 935 E. Holt Blvd. Building Demo\Proposal\23-81-263_pro(01)building Task 3: Laboratory Testing
The laboratory testing program will depend upon the type of soils encountered during our substrate exploration and the quality of samples obtained. Analytical and Geotechnical Laboratory tests will include, but may not be limited to, the following.

Environmental Analytical Testing for Soil Sample
One composite soil sample from the soil cuttings will be submitted to a California ELAP certified laboratory under chain-of-custody control. Sample analyses will be conducted at a standard turnaround time. The samples will be analyzed as follows.  EPA 8015M – TPH carbon chain speciation
 EPA 8260 – VOCs and Oxygenates
 EPA 8270 – SVOCs
 EPA 8082 – PCBs
 EPA 8081A – OCPs
 EPA 6010B – Title 22 metals (TTLC)
Geotechnical Tests
 In-place moisture and density
 Expansion index
 Soils corrosivity
 Collapse
 Laboratory maximum density
Task 4: Geotechnical Report
Data obtained from the exploratory borings and the laboratory testing program will be evaluated to prepare a report, which will include the following.
 Site and project description.
 Discussion of the field procedures used in the investigation.  Logs of the exploratory borings summarizing the subsurface conditions encountered, results of laboratory testing, and a plan indicating the locations of the explorations and elevation.
 Depth to groundwater (if encountered).
 Existing pavement thickness measured at the boring locations.  Discussion on the laboratory test results (including expansive and corrosion potential).  Discussion of the chemical test results.
 Suitability of using on-site material for engineered fill including cut/fill recommendation.  Excavatability of the site soils
 Remedial grading and earthwork recommendation.
 Shrinkage and subsidence coefficients.

FEE ESTIMATE
Our consulting services will be provided in accordance with our current Schedule of Fees and General Conditions, copies of which are attached and form a part of this proposal. Our cost for each phase is presented in the table below.
449
Revised Proposal To Verify Soil Contamination And Prepare An Earthwork Recommendation Report Demolition of the Building Located at 935 East Holt Boulevard and Grade a Pad for Future Development City of Ontario, San Bernardino County, California
August 28, 2023
Revised August 30, 2023

Converse Consultants
M:\JOBFILE\2023\81\23-81-263 Ardurra, 935 E. Holt Blvd. Building Demo\Proposal\23-81-263_pro(01)building Task No. and Description Cost
Task 1: Project Coordination and Set-up $870.00
Task 2: Subsurface Exploration $870.00
Task 3: Laboratory Testing
 Environmental
 Geotechnical
$1,000.00
$960.00
Task 4: Geotechnical Report $3,280.00
Drill Rig Services (Prevailing Wage-Quote #9201) $2,800.00 Total Cost $9,780.00
Our cost is based on the following assumptions.
 You will provide Converse, at no cost, the as-built underground utility plans within the project limits.
 No permit will be required for our field investigation.  Site access will be available during normal weekday working hours at no additional cost to us.
 All fieldwork will be done in one mobilization during normal weekday working hours.  Level D personal protection will be required.
 Boreholes will be backfilled with soil cuttings mixed with cement.  It is understood that this project is subject to prevailing wage project as defined by California Labor Code 1770-1780.

Our estimate includes our professional services, outside costs for subcontracted drilling services, and time to contact and verify boring locations (in the field) with Underground Service Alert. Our fees, as presented herein, do not include permit fee(s), attendance at meetings, review of the project plans, or responding to comments by regulatory agencies.

Should further investigation be required to evaluate site conditions, we will discuss the matter with you. If required, a detailed supplemental proposal will be prepared. Our services will be performed on a time-and-materials basis in accordance with the unit rates presented herein, and/or the unit rates indicated in our attached Schedule of Fees and General Conditions.

PROPOSED SCHEDULE/DELIVERABLES
We will commence our scope of work within one to 2 weeks after notice to proceed, weather permitting and depending on drill rig availability. About one day will be required to complete the fieldwork.

One electronic PDF copy of our earthwork recommendation report will be submitted 4 weeks after all fieldwork is completed.
450
Revised Proposal To Verify Soil Contamination And Prepare An Earthwork Recommendation Report Demolition of the Building Located at 935 East Holt Boulevard and Grade a Pad for Future Development City of Ontario, San Bernardino County, California
August 28, 2023
Revised August 30, 2023

Converse Consultants
M:\JOBFILE\2023\81\23-81-263 Ardurra, 935 E. Holt Blvd. Building Demo\Proposal\23-81-263_pro(01)building

CLOSURE
During the course of this work, we will carry worker’s compensation insurance as required by the contract. Our findings and recommendations will be prepared in accordance with generally accepted professional engineering and engineering geologic principles and practices in this area of Southern California. Unless we hear differently, we will assume that these conditions are acceptable to you.

This proposal will expire 60 days from its issuance, if not accepted at that time. Our billing rates are reviewed at the beginning of each year and are subject to adjustment.

Please sign 2 copies of the Authorization and Agreement Block at the end of this proposal. Retain one copy of this proposal for your files and return one signed copy along with the retainer check to this office to formally authorize our services. Special billing instructions, including backup documentation requirements, should be mutually agreed upon and indicated in the authorization form. Subsequent additions or changes should likewise be mutually agreed upon and submitted in writing with the appropriate authorization.

If you should have any questions, or if we can provide any additional assistance, please call the undersigned at 909-474-2847. We appreciate the opportunity to be of continuing service and assistance to you on this important project.

CONVERSE CONSULTANTS
Hashmi Quazi, PhD, PE, GE
Principal Engineer
Distr.: 1/Addressee (e-mail)
Encl: Schedule of Fees and General Conditions
RLG/HSQ/kvg
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Appendix
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Converse Consultants P2023 Geotech

CONVERSE CONSULTANTS
Non-Prevailing Wage Schedule of Fees
Geotechnical Personnel
Introduction
It is the objective of Converse Consultants to provide its clients with quality professional and technical services and a continuing source of professional advice and opinions. Services will be performed in a manner consistent with that level of care and skill ordinarily exercised by members of the profession currently practicing in the same locality under similar conditions. This fee schedule is valid through December 31, 2023.

Hourly Charges for Personnel
Staff assignments will depend on personnel availability, job complexity, project site location, and experience level required to satisfy the technical requirements of the project and to meet the prevailing standard of professional care.

Field Technical Services (all including vehicle and equipment) Construction Inspector – ACI/ICC and/or AWS/CWI certified (concrete, post-tension, masonry, structural steel, fireproofing; includes concrete batch plant and local steel fabrication inspections) .................................$85 Non-Destructive Testing Inspector (ultrasonic, magnetic particle, dye penetrant)......................................................................85 Construction Inspector/Technician (skidmore, pull testing, torque testing, Schmidt hammer, and pachometer)........................90 Coring Technician ......................................................................................................................................................................90 Soils Technician (soil, base, asphalt concrete, and moisture emission testing) .........................................................................80 Senior Soils Technician..............................................................................................................................................................90 Sample Pick-Up .........................................................................................................................................................................50 Professional Services (field and office)
Staff Professional ...................................................................................................................................................................$135 Senior Staff Professional ..........................................................................................................................................................145 Project Professional ................................................................................................................................................................. 155 Project Manager.......................................................................................................................................................................170 Senior Professional ..................................................................................................................................................................170 Principal Professional ...............................................................................................................................................................220 Principal/Consultant .................................................................................................................................................................235 Laboratory Testing
Laboratory Technician...................................................................................................................................................... Per Test (See Geotechnical Laboratory Testing and Materials Testing Services fee schedules.) Laboratory Supervisor..............................................................................................................................................................$90 Office Support
Clerical/Word Processing .........................................................................................................................................................$80 Drafting.......................................................................................................................................................................................85 CAD Operator/Drafting Manager................................................................................................................................................90 An overtime charge of 50 percent of the above hourly rates (excluding Professional Services) will be added for time in excess of eight hours per day and for all time on Saturdays, Sundays and holidays. An overtime charge of 100 percent of the above hourly rates (excluding Professional Services) will be charged on Sunday if hours worked were seven continuous eight hours per day in one work week, not counting paid time off within the week. Travel time to and from the job site will be charged at the hourly rates for the appropriate personnel.

Expenses

1. Exploration expenses (drilling, trenching, etc.) are charged at cost plus fifteen percent.

2. Travel and subsistence expenses (transportation, room and board, etc.) for individuals on projects requiring travel and/or living 50 miles away from the project site are charged at cost plus fifteen percent.

3. Automobile and truck expenses are charged at cost plus fifteen percent (rentals) or at the current IRS mileage rate for companyowned vehicles traveling between principal office and project.

4. Other out-of-pocket direct project expenses (aerial photos, long-distance telephone calls, permits, outside printing services, tests, etc.) are charged at cost plus fifteen percent.

Invoices

1. Invoices will be submitted to the Client on a monthly basis, and a final bill will be submitted upon completion of services.

2. Payment is due upon presentation of invoice and is past-due thirty days from invoice date. In the event Client fails to make any payment to Converse when due, Converse may immediately cease work hereunder until said payment, together with a service charge at the rate of eighteen percent per annum (but not exceeding the maximum allowed by law) from the due date, has been received.

Furthermore, Converse may at its sole option and discretion refuse to perform any further work irrespective of payment from Client in the event Client fails to pay Converse for services when said payments are due.

3. Client shall pay attorneys’ fees or other costs incurred in collecting any delinquent amount.

General Conditions
The terms and provisions of the Converse General Conditions are incorporated into this fee schedule as though set forth in full. If a copy of the General Conditions does not accompany this fee schedule, Client should request a copy from this office. 453
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CONVERSE CONSULTANTS
Schedule of Fees – Geotechnical Laboratory Testing
Compensation for laboratory testing services will be made in accordance with this fee schedule which includes test report(s) and engineering time. Costs of tests not on this schedule will be by quote and/or in accordance with our current hourly fee schedule. The rates are based on non-contaminated soil. A surcharge will be charged for handling contaminated material, which will be determined based on the project.

IDENTIFICATION AND INDEX PROPERTIES TESTS
Visual Classification, ASTM D2488...................................20.00 Engineering Classification, ASTM D2487 .........................25.00 Moisture Content and Dry (bulk) Density,
ASTM D2216 and D2937 .............................................25.00 Moisture Content, ASTM D2216 ..................................20.00 Shrinkage Limit, ASTM D4943..........................................85.00 Atterberg Limits, ASTM D4318
Several points ............................................................150.00 One Point .....................................................................50.00 Particle Size Analysis, ASTM D6913
Fine Sieve, from +#200 to #4.....................................100.00 Coarse and Fine Sieve, from #200 to 3 in..................180.00 Hydrometer ................................................................120.00 Percent Passing #200 Sieve, ASTM D1140......................80.00 Specific Gravity
Fine, passing #4 sieve, ASTM D854..........................100.00 Coarse, retained on #4 sieve, ASTM C127................100.00 Sand Equivalent Test, ASTM D2419...............................120.00 Double Hydrometer Dispersion, ASTM D4221................150.00

COMPACTION AND BEARING STRENGTH
Standard Proctor Compaction, ASTM D698 or ASTM D1557
Method A or B............................................................200.00 Method C, 6” mold......................................................210.00 California Impact Method, Caltrans 216 ..........................220.00 R-value, ASTM D2844 and CTM301...............................270.00 California Bearing Ratio (CBR), ASTM D1883
1 Point........................................................................530.00 3 Points ......................................................................750.00 Relative Density

0.1 Cubic Foot Mold...................................................200.00

0.5 Cubic Foot Mold...................................................300.00

SHEAR STRENGTH
Torvane/Pocket Penetrometer ..........................................25.00 Direct Shear
Quick Test....................................................................75.00 Consolidated, Drained, granular soil,
ASTM D3080 ........................................................220.00 Consolidated, Drained, fine grained soil,
ASTM D3080 ........................................................260.00 Consolidated, Undrained, fine grained soil.................220.00 Residual Strength, per cycle ........................................70.00 Remolded Specimens ..................................................70.00

STATIC UNIAXIAL AND TRIAXIAL STRENGTH TESTS
(PER POINT)
Unconfined Compression, ASTM D2166 ........................150.00 Unconsolidated, Undrained, ASTM D2850 .....................160.00 Consolidated, Undrained, per point ................................700.00 Consolidated, Drained, per point ....................................700.00 With Pore Pressure Measurement, per load...................150.00 Remolded Specimen.........................................................90.00 CONSOLIDATION (ASTM2435) AND SWELL COLLAPSE
(ASTM D4546) TESTS
8 Load Increments ..........................................................250.00 Additional Load Increment ................................................50.00 Time-Ratio, per load increment.........................................90.00 Single Point, collapse test.................................................90.00 Single Load Swell, ASTM D4546
Ring Sample, Field Moisture......................................... 95.00 Ring Sample, Air Dried ................................................. 95.00 Remolded Sample.............................................................. 70.00 Expansion Index Test, UBC 29-2/ASTM D4829............... 130.00

HYDRAULIC CONDUCTIVITY TESTS
Constant Head, ASTM D2434.......................................... 250.00 Falling Head Flexible Wall, ASTM D5084 ........................ 300.00 Triaxial Permeability, EPA 9100....................................... 350.00 Remolded Specimen.......................................................... 60.00

CHEMICAL TESTS
Corrosivity (pH, resistivity, sulfates, chlorides)................. 220.00 Organic Content, ASTM D2974........................................ 100.00 Conditions: Unit rates presented on this fee schedule are for routinely performed geotechnical laboratory tests. Numerous other earth material physical tests can be performed in our geotechnical laboratories, including rock core, soil cement and soil lime mixture tests. Tests not listed can be quoted upon request. This fee schedule is valid through December 31, 2023.

Prices are based on the assumption that samples are uncontaminated and do not contain heavy metals, acids, carcinogens and/or volatile organics which can be measured by an organic vapor analyzer or photoionization detector with a concentration greater than 50 parts-per-million (ppm). Quoted testing fees are based on the assumption that no protective clothing will be required to handle samples. If Level D protective clothing will be required during handling of samples (as defined in Federal CFR Part 1910.120), then a 40% increase in fees presented in this schedule will be applied. Level C protective clothing will be a 60% increase in fees. Converse will not handle samples that require either Level B or Level A protection in our geotechnical laboratories.

Contaminated samples will be returned to the client. Uncontaminated samples will be disposed of 30 days after presentation of test results. The client must disclose the source of samples. Samples imported from out of state will be incinerated after testing in accordance with requirements of the United States Department of Agriculture. Soil samples obtained within the State of California currently designated quarantine areas will also be incinerated in accordance with the requirement of the State of California, Department of Food and Agriculture, Division of Plant Industry, Pest Exclusion. A $5.00 incineration fee will be added to each sample that is required to be incinerated in accordance with State and Federal law.

Test results requiring plots will be presented in a publishable format generated from computer programs. Otherwise, raw test numbers will be presented. A minimum laboratory fee of $50.00 will be charged to present and mail test results. Beyond the standard U.S. Mail delivery, specialized transmittal will be charged at additional cost (e.g., Federal Express, UPS, etc.). Geotechnical testing does not include engineering and/or geologic review and analysis.

Typical turnaround for geotechnical laboratory testing is two weeks (or roughly ten working days). To expedite test turnaround to five working days, a 50% increase in the fees in this schedule will be applied. Many geotechnical tests require at least one week to perform in accordance with ASTM or other standard specifications. Fees presented in this schedule for relatively undisturbed direct shear, consolidation or expansion pressure tests are based on the assumption that 2.416-inch inside diameter brass ring samples will be provided to the geotechnical laboratory for testing. Remolded specimens will be compacted in standard 2.5-inch outside diameter brass rings for direct shear, consolidation and expansion pressure tests. All fees presented in this schedule are based on the assumption that the client will deliver samples to our laboratory at no additional cost to Converse.

Invoices will be issued monthly and are payable on receipt unless otherwise agreed upon. Interest of 1.5% per month (but not exceeding the maximum allowed by law) will be payable on any amount not paid within thirty days; payment thereafter to be applied first to accrued interest and then to the principle unpaid amount. The Client shall pay any attorneys' fees or other costs incurred in collecting any delinquent amounts.
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CONVERSE CONSULTANTS
Schedule of Fees – Materials Laboratory Testing
Compensation for laboratory testing services will be based on rates in accordance with this fee schedule which includes test report(s) and engineering time. Costs of tests not on this schedule will be by quote and/or in accordance with our current hourly fee schedule. Our services will be performed in accordance with the General Conditions. This fee schedule is valid through December 31, 2023.

AGGREGATES
Moisture Content, ASTM D2216 ...............................................20.00 Particle Size Analysis
Coarse, ASTM C136, each................................................100.00 Coarse and Fine, ASTM C136 & C137), each ..................180.00 Specific Gravity & Absorption
Coarse Aggregate, ASTM C127 ........................................100.00 Fine Aggregate, ASTM C128.............................................100.00 Unit Weight per Cubic Foot, ASTM C29..............................75.00 Soundness, Sodium or Magnesium, ASTM C88, each .....550.00 Potential Alkali Reactivity, ASTM D289.............................700.00 Freeze Thaw Soundness ...................................................175.00 Los Angeles Abrasion, per class, ASTM C131, C535.......375.00 Sand Equivalent, ASTM D2419 .........................................180.00 Lightweight Particles, ASTM C123, each ..........................300.00 Clay Lumps & Friable Particles, ASTM C142, each..........290.00 Stripping Test, ASTM D1664, each .....................................85.00 Organic Impurities, ASTM C40 ..........................................140.00 Durability ........................................................................By Quote

CONCRETE TESTS
Laboratory Trial Batch, ASTM C192 ...................................By Quote Laboratory Mix Design, Historical Data...............................By Quote Compression Test, 6”x12” Cylinder, ASTM C39, each ............. 45.00 Lightweight Concrete
Compression........................................................................45.00 Unit Weight...........................................................................45.00 Specimen Preparation, Trimming or Coring, each....................60.00 Bond Strength, ASTM C321
Prepared by Converse .......................................................250.00 Prepared by Others............................................................150.00 Core Compression Test, ASTM C12, each...............................80.00 Flexure Test, 6”x6” Beams, ASTM C78, each ........................130.00 Modulus of Elasticity, Static, ASTM C469, each.....................275.00 Length Change, ASTM C157, 3 bars, 5 readings each,
up to 26 days......................................................................550.00 Splitting Tensile, 6”x12” Cylinders, each.................................110.00 Field Concrete Control (sampling, slump, temperature,
cast 4 cylinders, molds, cylinder pick-up, within 10 miles of office, stand-by extra), ASTM/UBC, hourly rate
schedule, or each cylinder ...................................................95.00 Field Concrete Control (same as above plus air content test), ASTM/UBC, each cylinder ...................................................95.00 Hold Cylinder.............................................................................10.00 Cylinder Mold, sent to job site but not cast by Converse or returned to Converse .............................................................5.00 MASONRY (ASTM C140, E447, UBC STANDARD 24-22)
Moisture Content, as received, each.......................................105.00 Absorption, each........................................................................85.00 Compression, each....................................................................85.00 Shrinkage, ASTM C426, each.................................................250.00 Net Area and Volume, each ......................................................25.00 Masonry Blocks, per set of 9 ................................................1,500.00 Masonry Core Compression, each..........................................125.00 Masonry Core Shear, each .....................................................180.00 Masonry Core Trimming, each................................................150.00 Compression Test, grouted prisms, 8”x8”x16”, each ..............250.00 Compression Test, grouted prisms, 12”x16”x16”, each ..........425.00 Compression Test
2”x4” Mortar Cylinder, each .................................................45.00 3”x6” Grout Prisms, each.....................................................45.00 2” Cubes, ASTM C109, each...............................................45.00 Cast by Others...........................................................................45.00 Mortar or Grout Mix Designs ...............................................By Quote

FIREPROOFING TESTS
Oven Dry Density, per sample ..................................................70.00

MOISTURE EMISSION TEST
Moisture Emission Test Kit ...................................................... 80.00

ASPHALTIC CONCRETE
Stability, Flow, and Unit Weight, ASTM D6927 ..................... 500.00 Marshall ASTM D1559, ASTM D2726................................... 450.00 Measured Maximum Specific Gravity of Mix, ASTM D2041,
Rice Method, each ........................................................... 350.00 Void Analysis of Cores or Marshall Specimens,
Calculations Only, ASTM D3203, set of 2 or 3 .................. 60.00 Laboratory Mixing of Asphalt & Concrete, per sample............ 75.00 Complete Asphalt Concrete Mix Design
Hveem or Marshall....................................................... By Quote Extraction of Asphalt and Gradation, ASTM D2172, Method B, or California 310, including ash correction, each............. 455.00 Extraction of Rubberized Asphalt & Gradation, each............ 350.00 Specific Gravity, ASTM D2726 or ASTM D1188
Uncoated............................................................................ 95.00 Coated.............................................................................. 125.00 Immersion-Compression........................................................ 650.00 Particle Coating, ASTM D2489................................................ 95.00 Stripping, ASTM D1664........................................................... 85.00 Moisture or Volatile Distillates in Paving Mixtures, or Materials Containing Petroleum Products or
By-Products...................................................................... 350.00 Retained Strength, ASTM D1074/D1075, 6 specimens.... By Quote Retained Stability, Mil, Std, 520A, Method 104,
6 specimens ................................................................. By Quote CBR, ASTM D1883, including M/D Curve, 1 point................ 400.00 Asphalt Temperature ............................................................... 15.00

STRUCTURAL STEEL
Tensile Test #9 Bar or Smaller, each ...................................... 60.00 Bend Test #9 Bar or Smaller, each ......................................... 60.00 Tensile Test #10 Bar or Greater, each .................................. 280.00 Tensile Test #14 Bar, each.................................................... 310.00 Rebar Coupler Tensile Test................................................... 140.00 Tensile Test, Welded #9 Bar or Smaller, each...................... 140.00 Tensile Test, Welded #10 Bar or Greater, each.................... 280.00 Tensile Test, Welded #14 Bar, each ..................................... 310.00 Tensile Test, Mechanically Spliced, #9 Bar or Smaller,
each.................................................................................. 210.00 Tensile Test, Mechanically Spliced, #10 Bar or Greater, each.................................................................................. 350.00

HIGH STRENGTH BOLT, NUT, AND WASHER TESTING
Wedge Tensile Test, A490 Bolts
Under 100,000 lbs., each................................................. 130.00 Over 100,000 lbs., each................................................... 140.00 Wedge Tensile Test, A325 Bolts
Under 100,000 lbs., each................................................. 160.00 Tensile Test, Anchor Bolts, tested with displacement
transducers, each............................................................. 300.00 Nut Hardness, Proof & Cone Proof Load Test, each .............. 60.00 Washer Hardness, each .......................................................... 50.00 A325 or A490, Bolt Hardness Only, each................................ 50.00 Bolt A325 or A490 Wedge Tensile
Under 100,000 lbs. & Hardness, each............................. 130.00 Over 100,000 lbs. & Hardness, each............................... 170.00 Bolt, Nut & Washer, all tests per set with bolts
Under 100,000 lbs............................................................ 400.00 Over 100,000 lbs.............................................................. 500.00 See Schedule of Fees – Geotechnical Laboratory Testing for soil testing. Hourly rates are available upon request. Field Laboratory rates are available upon request. Listed unit rates are based upon the assumption that samples will be delivered to our laboratory at no cost to Converse.
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CONVERSE CONSULTANTS
General Conditions –
Right of Entry
Client warrants to Converse that it has full legal right to authorize Converse's entry upon the real property where Converse's services are to be performed ("Site" herein) and upon all property, if any, required for ingress and egress to the Site.

Client authorizes Converse to enter upon the Site and such adjoining property as is necessary to allow Converse to perform its services.

Converse will take reasonable precautions to minimize any damage to the Site; however, Client acknowledges that during the normal course of the performance of Converse's services, some damage to the Site may occur. The correction of any damage to the Site (surface or subterranean) shall be the obligation of the Client.

Information Supplied by Client
Client warrants the accuracy of any information supplied by it to Converse, acknowledges that Converse will not verify the accuracy of such information, and agrees that Converse is entitled to rely upon any such information.

Client shall immediately notify Converse in writing of any data, information or knowledge in the possession of or known to Client relating to conditions existing at the Site and shall provide Converse with the location, size and depth of any and all underground tanks, piping or structures existing upon the Site.

Client shall defend, indemnify and save harmless Converse, its officers, agents and employees from and against any and all claims, costs, suits and damages, including attorneys' fees, arising out of errors, omissions and inaccuracies in documents and information provided to Converse by Client.

Ownership of Data and Documents; Samples
All reports, boring logs, field data, field notes, laboratory test data, calculations, estimates and other documents prepared by Converse shall remain the sole property of Converse.

Client shall have the right to the use of all data, recommendations, proposals, reports, design criteria and similar information provided to it by Converse ("information" herein); provided, however, that the information shall not be used or relied upon by any party other than Client, save and except as may be required by the design and licensing requirements of the project for which the information is provided; further, such use shall be limited to the particular site and project for which the information is provided. To the extent Client utilizes Converse’s information by providing or making the same available to any third party (a) Client agrees to give written notice to any such third party that it may not utilize or rely on any aspect of Converse’s information and (b) Client agrees to defend, indemnify and hold Converse harmless against any and all claims, demands, costs, losses, damages and expenses, including attorneys fees, that may be asserted against or sought from Converse by any such third party.

Client's right to the use of the information is expressly conditioned upon Client's prompt payment to Converse of all sums due under the Client/Converse agreement. In the event of Client's nonpayment or partial payment of said amounts, Client agrees that it shall not use any of the information for any purpose whatsoever and shall return the same to Converse within 2 business days upon demand.

Converse will retain all samples of soil, rock or other materials obtained in the course of performing its services for a period of thirty (30) days. Thereafter, further storage or transfer of samples to Client may be made at Client's expense upon written request from Client to Converse received by Converse prior to the expiration of the 30-day period.

Converse shall retain permanent records relating to the Converse services for a period of five (5) years following submittal of Converse's report, during which period the records will be made available to Client upon reasonable notice given by Client and upon payment to Converse of an amount sufficient to reimburse Converse for its necessary and reasonable expenses in making said records available.

Standard of Care and Professional Responsibility
Client acknowledges that the services to be performed by Converse involve the use of tests, calculations, analyses and procedures which are in a constant state of development, improvement and refinement and that, as such, improvements, changes in methods, and modifications of procedures have been made in the past, are now being made, and are expected to continue to be made in the future.

Further, Client recognizes that, while necessary for investigations, commonly used exploration methods, such as drilling borings or excavating trenches, involve an inherent risk. For example, exploration on a site containing contaminated materials may result in inducing crosscontamination, the prevention of which may not be complete using presently recognized sealing methods.

Client recognizes that the state of practice, including but not limited to the practice relating to contamination or hazardous waste conditions, is changing and evolving and that standards existing at the present time may subsequently change as knowledge increases and the state of the practice continues to improve.

Client recognizes that projects containing contaminated materials may not perform as anticipated by Client, even though Converse's services are performed in accordance with the level of care and skill required of it. Further, certain governmental regulations relating to hazardous waste sites may purport to require achievement of results which cannot be accomplished in an absolute sense. It is recognized that a satisfactorily designed, constructed and maintained monitoring system may assist in the early detection of environmental changes allowing for early correction of problems. Unless it is specifically included in the scope of services to be performed by Converse, Client understands that Converse shall not perform such monitoring.

The services to be provided by Converse pursuant to the agreement to which these General Conditions are a part shall be provided in accordance with generally accepted professional engineering, environmental, and geologic practice in the area where these services are to be rendered and at the time that services are rendered. Client acknowledges that the present standard in the engineering and environmental professions does not include, and Converse does not extend to Client, a guarantee of perfection of the work contemplated hereby; further, that even in the exercise of normal and reasonable care, errors or omissions may from time to time occur. Except as expressly set forth in these General Conditions, no other warranty, express or implied, is extended by Converse.

Converse shall have no duty to supervise, coordinate or otherwise be involved in the performance of services or work by any third-party consultant, contractor or subcontractor.

Where Converse's services involve field observation of grading, filling and compaction (or any of them), it is agreed:
a. That Converse shall in no way be responsible for the manner in which such work is performed by any third party.
b. That in the event Converse is to provide periodic observation, Client acknowledges that Converse cannot be responsible for any work performed at a time or times when Converse was not performing its observation services.

Converse will not provide an opinion concerning the performance of any third party, save and except to the extent that said work was in fact observed and tested by Converse during the course of construction.
c. That where Converse's services include continuous observation, Client agrees not to allow grading, filling or compaction to be performed at any time or times when Converse is not physically present upon the Site and shall restrict the amount and extent of such grading, filling and compaction to that which can be properly observed by Converse personnel present on the Site. d. That in the event Converse is to conduct test borings for Client, Client acknowledges that the accuracy of said test borings relates only to the specific location in which the boring itself was performed and that the nature of many sites is such that differing subsurface soil characteristics can be experienced within a small distance. As such, Client acknowledges that greater accuracy is obtained when the number of test borings is increased.

Technical Limitations
Client acknowledges and agrees that: (1) it is unreasonable to expect Converse to be able to completely evaluate subsurface conditions, even after the most comprehensive exploratory program; (2) site conditions change frequently due to the passage of time, human activities, and climatic conditions and uncertainties are therefore inherent in the nature of Converse’s services and impossible to avoid; (3) the identification of geotechnical and environmental conditions and the prediction of future or concealed conditions is an inexact scientific endeavor; (4) the state of the art of geotechnical and environmental practice is such that Converse cannot guarantee that its recommendations will prove adequate on this project and the Client assumes the risk of any such failure, except as otherwise provided in these General Conditions and that (5) these General Conditions contains specific LIMITATIONS OF LIABILITY.

Indemnity of Client and Limitation of Liability
Converse shall indemnify Client, its officers, directors, agents or employees from any claim, demand or liability arising from personal injury or property loss or damage caused by the sole negligence or willful misconduct of Converse.

Anything to the contrary in the agreement to which these General Conditions are attached or in these General Conditions notwithstanding, Converse's liability shall be limited to the lesser of the fees charged to Client by Converse for the services performed for Client, or the sum of fifty thousand dollars. Client may, at its option, increase the maximum amount for which Converse shall be liable by payment of an additional fee.

For the maximum liability sum of one hundred thousand dollars, the additional amount to be paid shall be four percent of the total Converse fee charged hereunder; for the maximum liability sum of one million dollars, the additional amount to be paid shall be five percent of the total Converse fees charged hereunder Client acknowledges and agrees that its recovery, if any, shall be satisfied, in the first instance, from the proceeds of Converse’s insurance, and to the extent of any deficiency in the available insurance proceeds, then and only then, by Converse.

Client acknowledges that Converse has agreed to charge Client a reduced fee for services in exchange for the above limitation of liability and that said reduction in fees is consideration for said limitation.

Client shall defend and save harmless Converse, its officers, directors, agents and employees from all liability, claims and demands, including expenses of suit and reasonable attorneys' fees arising from personal injuries, including disease and death, property loss or damage, injury to others (including personnel of Client, Converse or 456
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subcontractors performing work hereunder), and air or ground pollution or environmental impairment arising out of or in any manner connected with or related to the performance of Converse's services, except where there is a judicial determination that such injury, loss or damage shall have been caused by the sole negligence or willful misconduct of Converse.

Client acknowledges that Converse has charged Client a reduced fee for services to be performed by it in exchange for this hold harmless and that the reduction in fees is consideration for said hold harmless provision.

Converse will not be liable for consequential damages of any kind, nature or description.

Hazardous Waste, Pollution and Health Hazard Projects ("Hazardous Projects" Herein)
Prior to the commencement of services by Converse on any hazardous project, Client agrees to advise Converse in writing of any known hazardous waste or materials existing on or near the Site or if any of said services are to be performed in an area where dust, fumes, gas, noise, vibrations or other particulate or nonparticulate matter is in the atmosphere where it raises a potential or possible health hazard or nuisance to anyone working within the area.

Anything in these General Conditions notwithstanding, Client shall indemnify and hold Converse, its officers, directors, agents, servants and employees, harmless from any claim, demand or action brought by any party whomsoever, including employees of Converse which claim, demand or action is based upon injury or damage caused or alleged to have been caused by hazardous wastes or hazardous materials whether or not such waste or materials were known to exist prior to the commencement of services.

Client agrees to be responsible for the removal and disposal of any hazardous waste uncovered as a result of the site investigation, including drill cuttings, unless specifically included within the scope of work
It is agreed that the discovery of unanticipated hazardous materials constitutes a changed condition mandating an immediate renegotiation of the scope of services or termination of services. Converse will at all times endeavor to perform in a faithful and trustworthy manner. Client understands that Client or Converse may be required by local and/or state and/or federal statute to report the discovery of hazardous materials to a government agency. Client also understands that Converse may be required by local and/or state and/or federal statute to report the discovery of hazardous materials to a government agency, and that Converse, when practical, will do so only after notifying Client. In the event Converse discovers hazardous material that we believe poses an immediate threat to public health and safety, Converse will use its best judgment to notify appropriate emergency personnel for immediate containment. Client agrees to take no action of any kind against Converse when Converse makes a good-faith effort to fulfill its obligations.

Client's Responsibilities
Client shall immediately provide Converse with full information in writing as to Client's requirements for the services to be provided by Converse and shall designate in writing within five (5) days of the effective date of the agreement to which these General Conditions are a part, a representative to act on Client's behalf in conjunction with the services to be provided hereunder. Client shall promptly review all documents, reports, data and recommendations submitted by Converse and shall communicate with Converse concerning such reviews for the purpose of avoiding delay in the performance of the services to be rendered by Converse.

Client shall notify any third party who may perform on the Site of the standard of care being undertaken by Converse pursuant hereto and of the limitations of liability contained herein.

Client shall require as a condition to the performance of any such third party a like indemnity and limitation of liability on their part against Converse.

Confidentiality
Converse shall hold all information provided to it by Client and the results of the work performed by it confidential and shall not disclose the same to any third party except where required by Governmental regulatory agencies or as otherwise required by law.

Disputes
Converse shall have the right to bring a legal action in a state or federal court against Client for any sums due or alleged to be due to it or for services rendered. Except for this right, Converse and Client agree that as an express condition to the right of either party to bring a legal action against the other, they shall first submit any dispute to mediation by a neutral person acceptable to both parties.

Each party shall bear its own attorneys' fees, costs and other expenses, except that each party shall be responsible and pay for one-half of the costs and expenses of the mediator.

In the event that legal action is required, the prevailing party shall be entitled to recover all of its costs incurred in connection therewith including, without limitation, staff time, court costs, attorneys' fees, consultant and expert witness fees and any other related expenses. In this regard, in order to make the prevailing party whole, the parties acknowledge and agree that the prevailing party shall be entitled to recover all of its costs incurred in connection with the legal action and shall not be limited to “reasonable attorneys fees” as defined in any statute or rule of court.

The obligations, responsibilities, warranties and liabilities of the parties shall be solely those expressly set forth herein. Remedies and limitations of liability shall apply regardless of whether an action is brought in contract, or is based on either party’s negligence, or another theory of law. All of the rights, remedies, obligations, terms, conditions and limitations of liability stated herein shall extend collectively to and be binding upon the parties’ partners, joint ventures, licensors, successors, assigns, insurers, and affiliates. Client and Converse agree that any legal action with respect to the services to be performed under these General Conditions shall be brought against the parties, and not against individual officers, employees or former employees of the parties. All legal actions by either party against the other for breach of these General Conditions or for the failure to perform in accordance with the applicable standard of care, however framed, that are essentially based upon such breach or failure shall be barred two (2) years from the time claimant knew or should have known of its right to make a claim, but, in any event, not later than four (4) years from substantial completion of Converse’s services.

Jobsite Safety
Converse shall be responsible for its activity and that of its employees on the Site.

This shall not be construed to relieve the Client, its general contractor or any subcontractor of their obligation to maintain a safe jobsite.

Neither the professional activities nor the presence of Converse or its employees and subcontractors shall be understood to control the operations of others, nor shall it be construed to be an acceptance of the responsibility for jobsite safety.

Converse will not direct, supervise or lay out the work of the Client, contractor, or any subcontractors. Converse's services will not include a review or evaluation of the adequacy of the contractor's safety measures on or near the Site.

Schedules
Unless otherwise specified in the agreement, Converse shall be obligated to perform within a reasonable period of time. Converse shall not be responsible for delays in the completion of its services created by reason of any unforeseeable cause or causes beyond the control and/or without the fault or negligence of Converse, including but not restricted to acts of God or the public enemy, acts of the Government of the United States or of the several states, or any foreign country, or any of them acting in their sovereign capacity, acts of other contractors with Client, fire, floods, epidemics, riots, quarantine restrictions, strikes, civil insurrections, freight embargoes, and unusually severe weather.

Should completion of any portion of the services to be rendered by Converse be delayed beyond the estimated date of completion for any reason which is beyond the control of or without default or negligence of Converse, then and in that event Client and Converse shall mutually agree on the terms and conditions upon which the services may be continued or terminated.

Invoices
Converse shall submit monthly progress invoices to Client, and a final bill shall be submitted upon completion of the services. Within thirty (30) days after receipt of an invoice, Client shall pay the full amount of the invoice. If Client objects to all or any portion of any invoice, it shall so notify Converse of the same within fifteen (15) days from the date of receipt of said invoice and shall pay that portion of the invoice not in dispute, and the parties shall immediately make every effort to settle the disputed portion of the invoice.

If Client fails to make payment within thirty (30) days after receipt of an invoice, then Client shall pay an additional monthly service charge of one and one-half percent (1½ %) on all such amounts outstanding. The additional charge shall not apply to any disputed portion of any invoice resolved in favor of Client. In the event Client fails to pay any undisputed amount to Converse when due, Converse may immediately cease work until said payment together with a service charge at the rate of 1½ % per month, as specified above, from the due date has been received.

Further, Converse may, at its sole option and discretion, refuse to perform any further work irrespective of payment from Client.

In the event that all or any portion of the 1½ % service charge provided for herein is deemed to be an interest charge, then and in that event said interest charge shall be limited to the maximum amount legally allowed by law.

Client acknowledges Converse’s fee schedules are revised annually and agrees that the fee schedule in effect at the time the services are performed shall apply to such services.

Insurance
Converse represents that it now carries, and will continue to carry during the term of the contract to which these General Conditions are a part, Workers Compensation insurance and that, if requested, Converse shall provide to Client certificates as evidence of the aforementioned insurance.

Assignments
Client shall not assign this contract or any portion thereof to any other person or entity without the express written consent of Converse. Nothing contained in this contract or any part thereof shall be construed to create a right in any third party whomsoever, and nothing herein shall inure to the benefit of any third party.

Severability
If any provision of these General Conditions is finally determined to be contrary to, prohibited by, or invalid under applicable laws or regulations, such provision will be renegotiated so as to give effect to the intent of the parties to the maximum possible extent. Such determination and renegotiation shall not affect of invalidate the remaining provisions or these General Conditions.

Governing Law
These General Conditions shall be governed by and construed under the laws of the State of California.
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Department: Public Works
Prepared By: Manuel Rebolledo
Staff Member Presenting:

Tito Haes, Executive Director Public Works
Reviewed By: Bonnie Tam, Andrea Ampig
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 18
SUBJECT: AUTHORIZE THE PURCHASE OF FLEET VEHICLES

CITY OF ONTARIO
Agenda Report
December 19, 2023
SECTION:

CONSENT CALENDAR
RECOMMENDATION: That the City Council take the following actions:

A. Award Bid No. 1716 and authorize the purchase and delivery of two (2) EV Ford Transit vans in the amount of $135,342 plus a 20% contingency of $27,068 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases, for a total not-toexceed amount of $162,410 from Transwest Truck Center, of Fontana, California; B. Award Bid No. 1718 and authorize the purchase and delivery of three (3) EV Ford Lighting pick up trucks in the amount of $209,507 plus a 20% contingency of $41,902 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases, for a total not-to-exceed amount of $251,409 from Transwest Truck Center, of Fontana, California; C. Authorize the purchase and delivery of three (3) Ford F250 Utility pick up trucks in the amount of $199,000 plus a 20% contingency of $39,800 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases, for a total not-to-exceed amount of $238,800 from Citrus Motors, of Ontario, California;
D. Authorize the cooperative purchase and delivery of one (1) John Deere 410 Backhoe in the amount of $175,679 plus a 20% contingency of $35,136 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases for a total not-to-exceed amount of $210,815 from RDO Equipment Company, of Riverside, California, consistent with the terms and conditions of the Sourcewell Cooperative Contract No. 011723-JDC; E. Authorize the cooperative purchase and delivery of one (1) Freightliner Cement Mixing Truck in the amount of $366,584 plus a 20% contingency of $73,317 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases for a total not-toexceed amount of $439,901 from Velocity Truck Centers, of Whittier, California, consistent with the terms and conditions of the City of Glendale PO#62401374, Bid RFQ403819; and F. Authorize the cooperative purchase and delivery of the following vehicles consistent with the terms and conditions of the Sourcewell Cooperative Contract No. 080521-PBL from PB Loader Corporation, of Fresno, California:
a. One (1) Ford F450 Stake Bed truck in the amount of $125,028 plus a 20% contingency of $25,006 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases, for a total not-to-exceed amount of $150,034; 458
b. Three (3) Ford F350 Utility truck in the amount of $359,564 plus a 20% contingency of $71,913 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases, for a total not-to-exceed amount of $431,477; c. One (1) Ford F550 Aerial Truck in the amount of $239,329 plus a 20% contingency of $47,866 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases, for a total not-to-exceed amount of $287,195; d. One (1) Ford F450 Dump Truck in the amount of $116,145 plus a 20% contingency of $23,229 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases, for a total not-to-exceed amount of $139,374; and e. One (1) Ford F350 Bin Truck in the amount of $111,906 plus a 20% contingency of $22,381 to mitigate any unforeseen issues with supply chain surcharges and manufacturers price increases, for a total not-to-exceed amount of $134,287.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Maintain the Current High Level of Public Safety
Operate in a Businesslike Manner
FISCAL IMPACT: The Fiscal Year 2023-24 Adopted Budget includes appropriations in the Equipment Services Fund for the purchase of vehicles listed above. The total cost of the vehicles recommended for purchase is $2,445,702.

BACKGROUND & ANALYSIS: The need for the following 14 vehicles is a result of growth throughout the City leading to increased operations:

Two (2) EV Ford Transit vans requested by the Recreation Department.

Three (3) EV Ford F150 Lighting pick up trucks requested by the Continuum of Care Department, the Broadband Department , and the Parks and Maintenance Department.

Three (3) Ford F250 Utility Trucks requested for the Utilities Department (two vehicles) and the Facilities Department.

One (1) Ford F450 Stake Bed for the Parks and Maintenance Department.

Three (3) Ford F350 Utility Trucks for the Facilities Department (two vehicles) and the Parks and Maintenance Department.

One (1) Ford F550 Aerial truck for the Broadband Department.

One (1) Ford F350 Bin Truck for the Integrated Waste Department.

The two (2) EV Ford Transit vans and three (3) EV Ford F150 Lightning pick up trucks are the City's first fully electric fleet vehicles over 8,500 gross vehicle weight rating (GVWR). The California Air Resources Board's Advanced Clean Fleets Regulation mandates government agencies to ensure 50% of vehicle purchases over 8,500 GVWR are zero-emission beginning in January 2024. The purchase of the five (5) aforementioned electric vehicles is the City's first step in complying with this State mandate.

The following three (3) vehicles being requested are replacements for existing vehicles:

One (1) Ford F450 Dump Truck
One (1) John Deere 410 Backhoe
One (1) Freightliner Cement Truck
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The vehicles recommended for replacement have outlived their useful life and it is no longer cost effective to maintain them. They are scheduled for replacement pursuant to ongoing efforts to reduce expenses, maximize useful life expectancy, and extend replacement cycles of fleet equipment while ensuring safe and reliable operation.

In general conformation with the provisions of Government Code Section 54201 through 54204, Ontario Municipal Code Section 2-6.29 allows for the purchase of supplies and equipment through cooperative purchasing programs, pursuant to California Government Code Section 6502 and City of Ontario Resolution No. 91-141. Cooperative purchasing allows the City to pool its procurement power with other public agencies to obtain lower pricing than otherwise might be possible.

The tables below summarize the bid results for various vehicle purchases:

Bid No. 1716: Ford F350 E-Transit Vans
In November 2023, the City solicited Bids for two (2) Ford F350 E-Transit Vans. The results were as follows:

Two (2) Ford F350 E-Transit Vans

SUPPLIER LOCATION BID AMOUNT
Transwest Truck Fontana, California $135,342
Martinez Dynamics Ontario, California $139,943
Bid No. 1718: Ford F150 Lighting
In November 2023, the City solicited Bids for three (3) Ford F150 Lighting pick up trucks. The results were as follows:

Two (2) Ford F150 Lightning Pick Up Trucks

SUPPLIER LOCATION BID AMOUNT
Transwest Truck Fontana, California $208,506
Peoria Ford Peoria, Arizona $234,882
Bid No. 1722: Ford F250 Utility Trucks
In November 2023, the City solicited Bids for Ford F250 Utility Trucks and did not receive any qualifying bids that met our specifications.

The table below summarizes the quantity, type, requesting Agency, and price of each vehicle purchase:
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QUANTITY TYPE DEPARTMENT PRICE
2 Ford F350 E-Transit
Vans
Recreation $162,410
3 Ford F150 Lighting Pick
Up Trucks
Continuum of Care,
Broadband, Parks and
Maintenance
$251,409
3 Ford F250 Utility Trucks Utilities, Facilities $238,800 1 Ford F450 Stake Bed Parks and Maintenance $150,034
3 Ford F350 Utility Trucks
Facilities, Parks and
Maintenance
$431,477
1 Ford F550 Aerial Broadband $287,195
1 Ford F450 Dump Truck Utilities $139,374
1 Ford F350 Bin Truck Integrated Waste $134,287
1 John Deere 410 Backhoe Utilities $210,815
1 Freightliner Cement
Truck
Parks and Maintenance $439,901

TOTAL TOTAL
17 $2,445,702
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011723-JDC
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Solicitation Number: RFP # 011723

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and John Deere Construction Retail Sales a division of John Deere Shared Services LLC, DBA John Deere Construction Retail Sales, 1300 River Drive, Moline, IL 61265 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Heavy Construction Equipment with Related Attachments and Technology from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires April 14, 2027, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. 







 





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Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

All Equipment and Products provided under this Contract must be new and the current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.

In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. The John Deere Warranty Statement describes covered items and services when returning Damaged Equipment and 







 





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Products. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.

Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.

B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.

C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.

Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.

4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.

At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.








 





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A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.

The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.

Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.

B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.

6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. 







 





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Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum, the terms of which will be negotiated directly between the Participating Entity and the Supplier or its authorized dealers, distributors, or resellers, as applicable. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.

C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.

D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:

1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or

2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.

E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.

7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:

x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. 







 





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B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).

The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. Any state that requires a Sourcewell participating addendum with an additional admin fee, we reserve the right to reduce the list price discount to accommodate this additional fee.

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. 







 





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Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.

9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.

Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.

10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Contract are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.

B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.

C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.

D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.

E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern. 







 





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F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. INDEMNITY AND HOLD HARMLESS

Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.

12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, maintained, or disseminated by the Supplier under this Contract.

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY

1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.








 





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a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.

B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, with respect to the program, publications, or services provided resulting from this Contract.

C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.

D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.

14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.

15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 







 





485
011723-JDC
Rev. 3/2022 10

16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.

17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:

1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.

2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.

3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.

B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:

1. Nonperformance of contractual requirements, or

2. A material breach of any term or condition of this Contract.

The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.








 





486
011723-JDC
Rev. 3/2022 11

18. INSURANCE

A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:

1. Workers’ Compensation and Employer’s Liability.

Workers’ Compensation: As required by any applicable law or regulation.

Employer's Liability Insurance: must be provided in amounts not less than listed below:

Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease

2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.

Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations $2,000,000 general aggregate

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

Minimum Limits:
$1,000,000 each accident, combined single limit

4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000








 





487
011723-JDC
Rev. 3/2022 12

5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.

B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.

Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier. The waiver must apply to all deductibles and/or selfinsured retentions applicable to the required or any other insurance maintained by the Supplier.








 





488
011723-JDC
Rev. 3/2022 13
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.

19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.

B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.

20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.

Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.

21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally Omitted.

22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. 







 





489
011723-JDC
Rev. 3/2022 14
Sourcewell John Deere Construction Retail Sales a
division of John Deere Shared Services LLC,
DBA John Deere Construction Retail Sales
By: __________________________ By: __________________________ Jeremy Schwartz Mark Oliver
Title: Chief Procurement Officer Title: Manager Contract Sales Date: ________________________ Date: ________________________ Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________








 







 


 

 




 


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Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC 







 





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Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC 







 





502
Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.

Line Item Categor\ or T\pe Offered Comments
71 Wheeled, tracked, and backhoe loaders Yes
No
72 Motor Graders Yes
No
73 Wheeled and tracked excavators Yes
No
74 Bulldozers, compactors, scapers, articulated and
rigid haulers
Yes
No
We do not offer rigid haulers.

Compactors are offered on the
separate Wirtgen contract.
75 Cranes Yes
No
76 Accessories or attachments for the offering in #71-
75 above
Yes
No
We will be offering base coded
attachments at time of whole goods
purchase or separately if needed. AT
kits and BYT kits (third party
attachments) are not part of this
contract.
77 Technology or services for the offering in #71-75
above
Yes
No
-' /ink Telematics, Grade Control,
and Slope Control are examples of
these technology services that are
available as options on certain
products.

Table 14C: Required Offering of Equipment
Indicate below if the proposer's proposal includes at least one (1) of the following listed types or classes of equipment. Provide additional comments in the text box provided, as necessary.

Line Item Categor\ or T\pe Offered Comments
78 Wheel loader with published net horsepower (HP)
of at least 300 HP
Yes
No
We offer 4 wheel loaders that meet
this spec requirement.
79 Wheeled or tracked excavator with a published net
horsepower (HP) of at least 150 HP
Yes
No
We offer 10 excavators that meet this
spec requirement.
80 Motor Grader with a published maximum operating
weight of at least 30,000 lbs.

Yes
No
We offer 8 motor graders that meet
this spec requirement.
81 Rough terrain, all terrain, crawler, floating, lattice, or telescopic crane with a published maximum lifting
capacity of at least 300 tons and a published
maximum boom length of at least 150 feet
Yes
No
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.








 





503
Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC Documents
Ensure your submission document(s) conforms to the following:

1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.

2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.

3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.

4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - RFP 011723 Model & Discount Schedule.pdf - Monday January 09, 2023 11:48:21 Financial Strength and Stability - Deere-Co_Annual-Report-2021.pdf - Tuesday November 29, 2022 12:34:40 Marketing Plan/Samples (optional)
WMBE/MBE/SBE or Related Certificates (optional)
Warranty Information - US CAN deere wty stmt.pdf - Tuesday December 06, 2022 10:27:02 Standard Transaction Document Samples - Sample Sourcewell Quote.pdf - Monday January 09, 2023 11:22:37 Upload Additional Document - Sustainability Report 2021.pdf - Tuesday November 29, 2022 13:01:16 







 





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Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC 







 





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Solicitation Number: RFP #080521

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and PB Loader Corporation, 5778 W. Barstow Ave., Fresno, CA 93722 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Roadway Maintenance Equipment from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires October 11, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. 














 
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Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

All Equipment and Products provided under this Contract must be new and the current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.

In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be 














 
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returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.

Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.

Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.

B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.

C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.

Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.

4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.

At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; 














 
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x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.

The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.

Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.

B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.

6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell 














 
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contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum; the terms of which will be negotiated directly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.

C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.

D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:

1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or

2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.

E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.

7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
















 
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x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.

B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).

The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased 














 
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by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.

9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.

Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.

10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.

B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.

C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.

D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.















 
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E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.

F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. INDEMNITY AND HOLD HARMLESS

Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.

12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract.

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY

1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use thetrademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, 














 
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resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws.

5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.

B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.

C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.

D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.















 
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14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.

15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.

16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.

17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:

1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.

2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.

3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.

B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:

1. Nonperformance of contractual requirements, or

2. A material breach of any term or condition of this Contract. 














 
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The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.

18. INSURANCE

A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:

1. Workers’ Compensation and Employer’s Liability.

Workers’ Compensation: As required by any applicable law or regulation.

Employer's Liability Insurance: must be provided in amounts not less than listed below:

Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease

2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.

Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products-Completed operations
$2,000,000 general aggregate

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms 














 
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no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

Minimum Limits:
$1,000,000 each accident, combined single limit

4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000

5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.

B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.

Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is 














 
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primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.

19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.

B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.

20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.

Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 














 
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21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.

The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.

A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-

1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.

B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by nonfederal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions. 














 
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C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).

Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).

Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above.

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names 














 
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of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.

I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.

J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.

K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation 














 
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and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.

M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.

N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.

O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.

P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.

Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.

R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.

Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216. 














 
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T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.

22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.

Sourcewell PB Loader Corporation
By: __________________________ By: __________________________ Jeremy Schwartz Jason Thompson
Title: Chief Procurement Officer Title: President
Date: ________________________ Date: ________________________ Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________















 






 













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541
Department: Fire Department
Prepared By: Pam Martinez
Staff Member Presenting:

Ray Gayk, Fire Chief
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 19
SUBJECT: A LOAN AGREEMENT BETWEEN THE CITY OF ONTARIO AND CONFIRE JOINT

POWERS AUTHORITY FOR INITIAL CAPITAL FUNDING TO ESTABLISH

AMBULANCE SERVICING

CITY OF ONTARIO
Agenda Report
December 19, 2023
SECTION:

CONSENT CALENDAR
RECOMMENDATION: That the City Council authorize the City Manager or his designee to execute all documents related to the Loan Agreement between the City of Ontario and CONFIRE Joint Powers Authority in the amount of $20,000,000.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Invest in the Growth and Evolution of the City's Economy Operate in a Businesslike Manner
Pursue City's Goals and Objectives by Working with Other Governmental Agencies FISCAL IMPACT: The City will be providing proceeds up to $20,000,000 from the Leave Liability Fund. If approved, the loan will be included in the next quarterly budget update.

BACKGROUND & ANALYSIS: In 2020, the Fire Department began experiencing significant ambulance delays and challenges with the County’s private ambulance provider’s ability to meet their contractual response time obligations. Neighboring cities in the County experienced similar delays. This was exacerbated by paramedic staffing shortages, COVID-19 pandemic, and ambulance patient offload delays at the local hospitals. The issue caused residents to have to wait for ambulance transport, in some cases up to an hour.

In 2022, in an effort to mitigate delays, the City of Ontario entered into an Agreement with the Emergency Medical Services Division of CONFIRE, a joint powers authority to share in the responsibility of collaborative development and implementation of a regionally shared EMS delivery system that provides Advanced Life Support and Basic Life Support Ground Ambulance Services. CONFIRE together with its partner, Priority Ambulance, submitted a proposal to the San Bernardino County Board of Supervisors in response to Request for Proposals (RFP) Number ICEMA23-ICEMA-4811 for emergency ambulance and interfacility transport services. On December 5, 2023, the Board of Supervisors awarded the RFP to CONFIRE to provide Advanced Life Support and Basic Life Support Ground Ambulance Services.
542
The repayment of the loan for the Ambulance Servicing program will be as follows: The program is set to start in October of 2024. The first payment will be one year from the date of the advance (i.e. if the first draw is January 1, 2024, then the first payment shall be made on January 1, 2025) and thereafter the first day of each calendar month of each quarter (January 1st, April 1st, July 1st, October 1st). Additionally, as indicated in the agreement, each advance shall have two years from the draw date(s) to repay each advance. The final maturity date of the loan for the program, shall be the date which is four years from the effective date of the agreement. ConFire has two years to pay the loan off. The first payment for each draw is due one year after they receive each loan payment from the City.

Staff recommends the City of Ontario enter into an Agreement to assist in the start-up costs of the EMS Division of CONFIRE. The funds are needed for administrative support to commence operations of services and provide those services until billing and collections relating to such emergency services can fully fund the operation. Services are scheduled to commence October 2024. Based on past billing practices, revenues are expected to come in approximately three months after the start of service.
543
544
545
546
46700.02320\41794755.3
Loan Agreement
4 deposit accounts maintained with Lender, must be requested in writing on behalf of Borrower by any Authorized Officer. Borrower agrees to be liable for all sums advanced in accordance with Borrower’s or Borrower’s authorized representative’s instructions. The unpaid Advances owing hereunder, at any time, will be evidenced by a separate repayment schedule and Note to be added to this Agreement. All requests for Advances shall be received by Lender five (5) Business Days prior to the proposed date the requested Advance is to be made. Each request made to Lender for an Advance shall contain the following: (a) the aggregate principal amount of the Advance; (b) the Business Day the Borrower is requesting Lender to make the Advance, and (c) satisfaction of conditions of Section 2.13 hereof.

2.3 Authorization to Make Advances. Lender is hereby authorized to make Advances, solely from its unrestricted funds, other than the Lender’s General Fund, based on a written request to Lender made by anyone purporting to be an Authorized Officer. Borrower hereby holds Lender harmless against any loss, claim, liability, cause of action, and damages arising out of Lender’s reliance on such request in making an Advance hereunder.

2.4 Maturity Dates. Each Advance shall have two (2) years from the date of the effective Advance payment date (the “Closing Date”) to repay the loan (the “Maturity Date”). The Final Maturity Date shall be the date which is four (4) years from ________, 2023, the effective date of this Agreement.

2.5 Security. The Loan and all other payment obligations under this Agreement and the Loan Documents will be payable from and secured by the Revenues of the Borrower.

2.6 Repayment of Note. For each Note, Borrower will pay scheduled principal and interest as follows:
(a) the first payment due for each Advance shall be the date one year from the date of such Advance (for example, if the first draw is January 1, 2024, then the first payment shall be made on January 1, 2025); and (b) thereafter, on the first day of each calendar month or on the first date of each calendar quarter (January 1st, April 1st, July 1st, October 1st), as selected by the Borrower in each Advance request.

The entire Loan shall be paid in full by the Maturity Date.

2.7 Interest. Interest rate shall be determined by using the Local Agency Investment Fund (LAIF) daily effective yield rate, on each effective Closing Date. Interest on each Advance shall not exceed 4.00%.

2.8 Default Interest Rate. The interest rate after the occurrence of any Event of Default shall be calculated at the rate of 7.98% (the “Default Rate”) on a monthly basis.

2.9 Insurance.
(a) Coverage. For the duration of this Agreement, Borrower shall maintain insurance against claims for injuries to persons or damages to property 547
46700.02320\41794755.3
Loan Agreement
5 which may arise from or in connection with the Program. 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 $5,000,000 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 Borrower 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.
(4) Fidelity & Crime: Fidelity & Crime coverage with a limit no less than $1,000,000 including coverage for employee dishonesty and theft, disappearance and destruction of money and securities.

If the Borrower maintains broader coverage and/or higher limits than the minimums shown above, the Lender requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Borrower. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Lender. (b) Policies. The insurance policies shall contain, or be endorsed to contain, the following provisions:
(1) Additional Insured Status. The Lender, 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 Borrower 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 Borrower’s insurance (at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used). (2) Primary Coverage. For any claims related to this contract, the Borrower’s insurance coverage shall be primary and non-contributory and at least as broad as ISO CG 20 01 04 13 as respects the Lender, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Lender, its officers, officials, employees, or volunteers shall be excess of the Borrower’s insurance and shall not contribute with it. This requirement shall also apply to any Excess or Umbrella liability policies. 548
46700.02320\41794755.3
Loan Agreement
6 (3) Umbrella or Excess Policy. The Borrower 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 non-contributory, 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 Borrower’s primary and excess liability policies are exhausted.
(4) Notice of Cancellation. Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the Lender. (5) Waiver of Subrogation. Borrower hereby grants to Lender a waiver of any right to subrogation which any insurer of said Borrower may acquire against the Lender by virtue of the payment of any loss under such insurance. Borrower 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 Lender has received a waiver of subrogation endorsement from the insurer.
(6) Self-Insured Retentions. Self-insured retentions must be declared to and approved by the Lender. The Lender may require the Borrower 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. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or Lender. The CGL and any policies, including Excess liability policies, may not be subject to a SIR or deductible that exceeds $25,000 unless approved in writing by Lender. Any and all deductibles and SIRs shall be the sole responsibility of Borrower or subcontractor who procured such insurance and shall not apply to the indemnified additional insured parties. The Lender may deduct from any amounts otherwise due Borrower to fund the SIR/deductible. Policies shall not contain any SIR provision that limits the satisfaction of the SIR to the named insured.

The policy must also provide that Defense costs, including the allocated loss adjustment expenses, will satisfy the SIR or deductible. The Lender reserves the right to obtain a copy of any policies and endorsements for verification.
(7) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the Lender.
(8) Verification of Coverage. Borrower shall furnish the Lender 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 and copies of the Declarations and Endorsements pages are to be received and approved by the Lender before the Program commences. However, failure to obtain 549
46700.02320\41794755.3
Loan Agreement
7 the required documents prior to the work beginning shall not waive the Borrower’s obligation to provide them. The Lender reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. The Lender reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

2.10 Accounting System. Borrower at all times hereafter shall maintain a standard and modern system of accounting in accordance with GAAP, with ledger and account cards or computer tapes, disks, printouts, and records pertaining to the Program which contain information as may from time to time be requested by Lender.

2.11 Records. Borrower shall keep full and accurate accounts and records of its operations according to GAAP.

2.12 Audit. Borrower shall permit Lender, its employees or agents upon request to inspect and test Borrower’s books and records for the purpose of verifying the accuracy of all information required under the terms of this Agreement or submitted pursuant to this Agreement. Pursuant to this Section, Borrower shall grant Lender complete access (including computer access) to all records in whatever form, including accounts, bank statements, delinquency reports, collection reports and litigation reports, whether in hard form or on software.

2.13 Conditions to Each Advance. Lender shall not be obligated to disburse all or any portion of the first Advance and each subsequent Advance, unless and until Borrower has fully satisfied each and all of the following conditions:
(a) The outstanding principal balance owed on the Loan as evidenced by the Note does not at any time exceed the Maximum Credit Limit; (b) Borrower shall have executed and delivered to Lender an original counterpart of this Agreement and a schedule of repayment for such draw;
(c) Borrower shall have executed and delivered to Lender an original Note for such draw;
(d) A duly executed resolution to borrow authorizing the loan transactions and authorizing specific officers to act on behalf of the Borrower in connection with this Agreement; and
(e) Borrower has delivered all approvals and incumbency certificates of officers of the Borrower executing any Loan Documents;
(f) Borrower’s Counsel has delivered legal opinions addressed to Lender in form and substance satisfactory to the Lender and Lender’s Counsel; (g) Lender shall have received any and all additional documents, instruments and certificates required pursuant to this Agreement, or otherwise deemed necessary and requested by Lender.
550
46700.02320\41794755.3
Loan Agreement
8 (h) Borrower has delivered a certificate to Lender evidencing that (i) no Event of Default has occurred, (ii) all representations, warranties, and covenants are true and correct and (iii) no material adverse change has occurred with respect to the Borrower, since the date of the most recent audited financial statements delivered to the Lender.
(i) Borrower has paid all closing fees and expenses.

3. CONTINUING REPRESENTATIONS AND WARRANTIES
Borrower represents and warrants to Lender as follows, each such representation and warranty to continue so long as any Obligations remain unpaid:

3.1 Organization; Authority as to Loan Documents. The Borrower is in good standing under the laws of the State, has full legal right, power and authority to enter into the Loan Documents, and to carry out and consummate all transactions contemplated by the Loan Documents, and by proper action of its legislative body has duly authorized the execution, delivery and performance of the Loan Documents. The person(s) of the Borrower executing the Loan Documents to which the Borrower is a party are fully authorized to execute the same. The Loan Documents have been duly authorized, executed and delivered by the Borrower.

3.2 Proceedings; Enforceability. Assuming due execution and delivery by the other parties thereto, the Loan Documents to which the Borrower is a party will constitute the legal, valid and binding agreements of the Borrower enforceable against the Borrower in accordance with their terms; except in each case as enforcement may be limited by bankruptcy, insolvency or other laws affecting the enforcement of creditors’ rights against public entities in the State of California, by the application of equitable principles regardless of whether enforcement is sought in a proceeding at law or in equity and by public policy.

3.3 No Conflicts. The execution and delivery of the Loan Documents, the consummation of the transactions herein and therein contemplated and the fulfillment of or compliance with the terms and conditions hereof and thereof, will not, in any material respect, conflict with or constitute a violation or breach of or default (with due notice or the passage of time or both) under the Joint Powers Agreement for the Borrower entered into on September 21, 1990, as subsequently amended (“JPA Agreement”), its bylaws or to the best knowledge of the Borrower, any applicable law or administrative rule or regulation, or any applicable court or administrative decree or order, to which Borrower is subject, or any mortgage, deed of trust, loan agreement, lease, contract or other agreement or instrument to which the Borrower is a party or by which it or its properties are otherwise subject or bound, or result in the creation or imposition of any lien, charge or encumbrance of any nature whatsoever upon any of the property or assets of the Borrower, which conflict, violation, breach, default, lien, charge or encumbrance might have consequences that would materially and adversely affect the consummation of the transactions contemplated by the Loan Documents or the financial condition, assets, properties or operations of the Borrower.

3.4 Litigation; Adverse Facts. Except as disclosed to Lender in writing prior to the date hereof, there is no legal action, nor is there a basis known to Borrower for any legal action, before or by any court or federal, state, municipal or other governmental authority, pending, or to the 551
46700.02320\41794755.3
Loan Agreement
9 knowledge of the Borrower, after reasonable investigation, threatened, against or affecting the Borrower, or its assets, properties or operations which, if determined adversely to the Borrower or its interests, would have a material adverse effect upon the consummation of the transactions contemplated by, or the validity of, the Loan Documents, upon the ability of Borrower to perform its obligations under the Loan Documents, or upon the financial condition, assets, properties or operations of the Borrower. Borrower is not in default (and no event has occurred and is continuing which with the giving of notice or the passage of time or both could constitute a default) with respect to any order or decree of any court or any order, regulation or demand of any federal, state, municipal or other governmental authority, which default might have consequences that would materially and adversely affect the consummation of the transactions contemplated by the Loan Documents, the ability of Borrower to perform its obligations under the Loan Documents, or the financial condition, assets, properties or operations of the Borrower. Borrower is not (a) in violation of any applicable law, which violation materially and adversely affects or may materially and adversely affect the business, operations, assets condition (financial or otherwise) or prospects of Borrower; (b) subject to, or in default with respect to, any other legal requirements that would have a material adverse effect on the business, operations, assets, condition (financial or otherwise) or prospects of Borrower; or (c) in default with respect to any agreement to which Borrower is a party or by which it is bound, which default would have a material adverse effect on the business, operations, assets, condition (financial or otherwise) or prospects of Borrower; and (d) there is no legal action pending or, to the knowledge of Borrower, threatened against or affecting Borrower questioning the validity or the enforceability of this Agreement.

3.5 Agreements; Consents; Approvals. Except as contemplated by the Loan Documents, the Borrower is not a party to any agreement or instrument or subject to any restriction that would materially adversely affect the Borrower. The Borrower is not in default in any material respect in the performance, observance or fulfillment of any of the obligations, covenants or conditions contained in any other agreement or instrument to which it is a party or by which it is bound.

No consent or approval of any trustee or holder of any indebtedness of the Borrower, and to the best knowledge of the Borrower and only with respect to the Borrower, no consent, permission, authorization, order or license of, or filing or registration with, any governmental authority (except no representation is made with respect to any state securities or “blue sky” laws) is necessary in connection with the execution and delivery of the Loan Documents or the consummation of any transaction herein or therein contemplated, or the fulfillment of or compliance with the terms and conditions hereof or thereof, except as have been obtained or made and as are in full force and effect.

3.6 No Bankruptcy Filing. The Borrower is not contemplating either the filing of a petition by it under any state or federal bankruptcy or insolvency law or the liquidation of all or a major portion of its property, and the Borrower has no knowledge of any person contemplating the filing of any such petition against it. As of the Closing Date, the Borrower has the ability to pay its debts as they become due.

3.7 Full and Accurate Disclosure. No statement of fact made by the Borrower in any Loan Document contains any untrue statement of a material fact or omits to state any material fact necessary to make statements contained therein in light of the circumstances in which they were 552
46700.02320\41794755.3
Loan Agreement
10 made, not misleading. There is no material fact or circumstance presently known to the Borrower that has not been disclosed to the Lender which materially and adversely affects the Program or the business, operations or financial condition or business prospects of the Borrower or the Borrower’s ability to meet its obligations under this Agreement in a timely manner.

3.8 Compliance. The Borrower will comply, to the extent required, in all material respects with all applicable legal requirements. The Borrower is not in default or violation of any order, writ, injunction, decree or demand of any governmental authority, the violation of which would materially adversely affect the financial condition or business prospects or the business of the Borrower.

3.9 Contracts. All service, maintenance or repair contracts affecting the Projects have been entered into at arm’s length (except for such contracts between the Borrower and the Lender) in the ordinary course of the Borrower’s business and provide for the payment of fees in amounts and upon terms comparable to existing market rates.

3.10 Financial Information. All financial data, including any statements of cash flow and income and operating expense, that have been delivered to the Lender in respect of the Program by or on behalf of the Borrower, to the best knowledge of the Borrower, (a) are accurate and complete in all material respects, (b) accurately represent the financial condition of the Program as of the date of such reports, and (c) to the extent prepared by an independent certified public accounting firm, have been prepared in accordance with GAAP consistently applied throughout the periods covered, except as disclosed therein. Other than pursuant to or permitted by the Loan Documents or the Borrower organizational documents, the Borrower has no contingent liabilities, unusual forward or long-term commitments or unrealized or anticipated losses from any unfavorable commitments. Since the date of such financial statements, there has been no materially adverse change in the financial condition, operations or business of the Borrower from that set forth in said financial statements.

3.11 Federal Reserve Regulations. No part of the proceeds of the Borrower Loan will be used for the purpose of purchasing or acquiring any “margin stock” within the meaning of Regulation U of the Board of Governors of the Federal Reserve System or for any other purpose that would be inconsistent with such Regulation U or any other regulation of such Board of Governors, or for any purpose prohibited by law or any Loan Document.

3.12 Not a Foreign Person. The Borrower is not a “foreign person” within the meaning of §1445(0(3) of the Code.

3.13 Enforceability. The Loan Documents are not subject to, and the Borrower has not asserted, any right of rescission, set-off, counterclaim or defense, including the defense of usury.

3.14 Insurance. The Borrower has obtained the insurance required by Section 2.9 hereof and has delivered to the Lender copies of insurance policies or certificates of insurance reflecting the insurance coverages, amounts and other requirements set forth in this Agreement.

3.15 State Law Requirements. The Borrower hereby represents, covenants and agrees to comply with the provisions of all applicable state laws relating to the Loan Documents. 553
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11 3.16 Fraudulent Transfer. The Borrower has not accepted the Loan or entered into any Loan Document with the actual intent to hinder, delay or defraud any creditor, and the Borrower has received reasonably equivalent value in exchange for its obligations under the Loan Documents.

The Borrower does not intend to, and does not believe that it will, incur debts and liabilities (including contingent liabilities and other commitments) beyond its ability to pay such debts as they mature (taking into account the timing and amounts to be payable on or in respect of obligations of the Borrower).

3.17 Filing of Taxes. The Borrower has filed (or has obtained effective extensions for filing) all federal, state and local tax returns required to be filed, if any, and has paid or made adequate provision for the payment of all federal, state and local taxes, charges and assessments, if any, payable by the Borrower.

3.18 Approval of the Loan Documents. By its execution and delivery of this Agreement, the Borrower approves the form and substance of the Loan Documents, and agrees to carry out the responsibilities and duties specified in the Loan Documents to be carried out by the Borrower. The Borrower acknowledges that (a) it understands the nature and structure of the Program, (b) it is familiar with the provisions of all of the Loan Documents and other documents and instruments relating to the financing, and (c) it has not relied on the Lender for any guidance or expertise in analyzing the financial or other consequences of the transactions contemplated by the Loan Documents or otherwise relied on the Lender in any manner.

3.19 Other Documents. Each of the representations and warranties of Borrower contained in any of the other Loan Documents is true and correct in all material respects (or, in the case of representations or warranties contained in any of the other Loan Documents that speak as of a particular date, were true and correct in all material respects as of such date). All of such representations and warranties are incorporated herein for the benefit of Lender.

3.20 Survival of Representations and Covenants. All of the representations and warranties in the Loan Documents (i) shall survive for so long as any portion of the Obligations remains due and owing and (ii) shall be deemed to have been relied upon by the Lender notwithstanding any investigation heretofore or hereafter made by the Lender or on its or their behalf.

3.21 Reliance by Lender; Cumulative. Each warranty, representation, and agreement contained in this Agreement shall be automatically deemed repeated with each Advance and shall be conclusively presumed to have been relied on by Lender regardless of any investigation made or information possessed by Lender. The warranties, representations, and agreements set forth in this Agreement shall be cumulative and in addition to any and all other warranties, representations, and agreements which Borrower shall now or hereafter give, or cause to be given, to Lender.

3.22 No Advisory or Fiduciary Role. The Borrower acknowledges and agrees that:
(a) the Lender has not assumed any advisory or fiduciary responsibility to the Borrower with respect to the transaction contemplated hereby and the discussions, undertakings and procedures leading thereto; 554
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12 (b) the only obligations the Lender has to the Borrower is with respect to this Agreement and the Loan Documents; and
(c) the Borrower has consulted its own legal, accounting, tax, financial and other advisors, as applicable, to the extent it has deemed appropriate.

4. AFFIRMATIVE COVENANTS
During the term of this Agreement, the Borrower hereby covenants and agrees with the Lender that:

4.1 Existence. The Borrower shall (i) do or cause to be done all things necessary to preserve, renew and keep in full force and effect its existence and its material rights, (ii) continue to engage in the business presently conducted by it, and (iii) qualify to do business and remain in good standing under the laws of the State.

4.2 Litigation. The Borrower shall give prompt written notice to the Lender of any litigation, governmental proceedings or claims or investigations regarding an alleged actual violation of a state or federal law pending or, to the Borrower’s knowledge, threatened against the Borrower which might materially adversely affect the Borrower’s condition (financial or otherwise) or business.

4.3 Performance of Other Agreements. The Borrower shall observe and perform in all material respects each and every term to be observed or perforated by it pursuant to the terms of any agreement or instrument affecting or pertaining to the Program.

4.4 Notices. The Borrower shall promptly advise the Lender in writing of (a) any material adverse changes in the Borrower’s financial condition, assets, or properties or operations, (b) any fact or circumstance affecting the Borrower or the Program that materially and adversely affects the Borrower’s ability to meet its obligations hereunder or under any of the other Loan Document to which it is a party in a timely manner, or (c) the occurrence of any Event of Default of which the Borrower has knowledge.

4.5 Lender’s Fees. The Borrower covenants to pay the reasonable fees and expenses of the Lender or any agents, attorneys, accountants, consultants selected by the Lender to act on its behalf in connection with this Agreement and the other Loan Documents, including, without limitation, any and all reasonable expenses incurred in connection with the making of the Loan or in connection with any litigation which may at any time be instituted involving the Loan, this Agreement, the other Loan Documents, or any of the other documents contemplated thereby, or in connection with the reasonable supervision or inspection of the Borrower, its properties, assets or operations or otherwise in connection with the administration of the foregoing. This obligation shall remain valid and in effect notwithstanding repayment of the Loan hereunder or termination of this Agreement.

4.6 Expenses. The Borrower shall pay all reasonable expenses incurred by the Lender in connection with the Loan, including reasonable fees and expenses of the Lender’s attorneys and other consultants. The Borrower shall, upon request, promptly reimburse the Lender for all 555
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13 reasonable amounts expended, advanced or incurred by the Lender to collect the Note, or to enforce the rights of the Lender under this Agreement or any other Loan Document, or to defend or assert the rights and claims of the Lender under the Loan Documents arising out of an Event of Default or with respect to the Program (by litigation or other proceedings) arising out of an Event of Default, which amounts will include all court costs, attorneys’ fees and expenses, fees of auditors and accountants, and investigation expenses as may be reasonably incurred by the Lender in connection with any such matters (whether or not litigation is instituted), together with interest at the Default Rate.

4.7 Indemnity. In addition to its other obligations hereunder, and in addition to any and all rights of reimbursement, indemnification, subrogation and other rights of Lender pursuant hereto and under law or equity, to the fullest extent permitted by law, the Borrower agrees to indemnify, hold harmless and defend the Lender, and each of its respective officers, directors, employees, attorneys and agents (each an “Indemnified Party”), against any and all losses, damages, claims, actions, liabilities, reasonable costs and expenses of any nature, kind or character (including, without limitation, reasonable attorneys’ fees, litigation and court costs, amounts paid in settlement (to the extent that the Borrower has consented to such settlement) and amounts paid to discharge judgments) (hereinafter, the “Liabilities”) to which the Indemnified Parties, or any of them, may become subject under federal or state securities laws or any other statutory law or at common law or otherwise, to the extent arising out of or based upon or in any way relating to this Agreement and the Loan Documents in all cases except where the Lender is proven to have been guilty of gross negligence or willful misconduct. The rights of any persons to indemnity hereunder shall survive the final payment or defeasance of the Loan. The provisions of this Section shall survive the termination of this Agreement.

4.8 Notice of Default. The Borrower will advise the Lender promptly in writing of the occurrence of any Event of Default hereunder, specifying the nature and period of existence of such event and the actions being taken or proposed to be taken with respect thereto.

4.9 Information; Financial Statements and Reports; Debt Service Coverage. (a) Borrower shall furnish or cause to be furnished to Lender:
(1) Notice of Default. As soon as possible, and in any event not later than five (5) Business Days after the occurrence of any Event of Default, a statement of an Authorized Representative of Borrower describing the details of such Event of Default and any curative action Borrower proposes to take;
(2) Financial and Administrative Statements. The Borrower shall provide to Lender monthly Financial Statements and Administrative Statements for the Lender to review, and prior to December 1, 2024, such reports shall include the Borrower’s monthly report of Administrative Activities, with a separate statement of EMS activity, and after October 1, 2024, the Borrower shall include in its monthly report the number of service calls received in the previous month;
(3) Audit Reports. Promptly upon receipt thereof, copies of all reports, if any, submitted to Borrower by independent public accountants in connection with each 556
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14 annual, interim or special audit of the financial statements of Borrower made by such accountants, including the comment letter submitted by such accountants to management in connection with their annual audit;
(4) Certification of Non-Foreign Status. Promptly upon request of Lender from time to time, a Certification of Non-Foreign Status, executed on or after the date of such request by Lender;
(5) Compliance Certificates. Borrower provides a compliance certificate, in form and substance satisfactory to Lender and certified by an Authorized Borrower Representative, to the effect that Borrower is in compliance with all covenants, terms and conditions applicable to Borrower, under or pursuant to the Loan Documents and under or pursuant to any other debt owing by Borrower, and disclosing any noncompliance therewith, and any Event of Default, and describing the status of Borrower’s actions to correct such noncompliance or Event of Default, as applicable; and
(6) Other Items and Information. Such other information concerning the assets, business, financial condition, operations, property, prospects and results of operations of Borrower, as Lender reasonably requests from time to time.

4.10 Continued Existence of Borrower. The Borrower shall take or cause to be taken all actions reasonably necessary to continue the Borrower’s existence during the term of this Agreement, including but not limited to the addition or substitution of one or more members of the Borrower and execution of an amendment to the Borrower’s JPA Agreement, to provide for the addition or substitution of such members.

5. NEGATIVE COVENANTS.

Borrower hereby covenants and agrees as follows, which covenants shall remain in effect so long as any Obligation or other obligation of Borrower under any of the other Loan Documents remains outstanding or unperformed. Borrower covenants and agrees that it will not, directly or indirectly:

5.1 Assignment of Rights. Borrower shall not attempt to assign Borrower’s rights under the Loan Document without the Lender’s prior written consent.

5.2 Principal Place of Business. Borrower shall not change its principal place of business without providing 30 days’ prior written notice of the change to the Lender.

5.3 Fiscal Year. Borrower shall not change the times of commencement or termination of its fiscal year or other accounting periods, or change its methods of accounting, other than to conform to GAAP, without written notice to the Lender.

5.4 Publicity. Borrower shall not issue any publicity release or other communication to any print, broadcast or on-line media, post any sign or in any other way identify Lender as the source of the financing provided for herein, without the prior written approval of Lender in each instance (provided that nothing herein shall prevent Borrower from identifying Lender as the source of such 557
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15 financing to the extent that Borrower is required to do so by disclosure requirements applicable to public entities within the State of California).

6. DEFAULT AND REMEDIES.

6.1 Events of Default. Any one or more of the following events shall constitute an “Event of Default” by Borrower under this Agreement:
(a) Borrower fails to pay the regularly scheduled principal or interest on the Loan when due.
(b) Borrower fails to pay when due and payable, or when declared due and payable, any amounts payable under the Note or other Loan Documents and such amount is not paid within five (5) days after such amount is due and payable;
(c) Borrower fails or neglects to perform, or observe when due, any term, provision, condition, covenant, warranty or representation contained in this Agreement or in any Loan Documents, or in any other present or future agreement or arrangement between Borrower and Lender, and such default shall not have been cured within fifteen (15) business days after notice thereof is given to Borrower by Lender;
(d) Any material portion of Borrower’s assets are attached, seized, subjected to a writ or distress warrant, or are levied upon, or come into the possession of any judicial officer, or any lien is filed or recorded against the assets of the Borrower by a governmental agency, or any judgment against the Borrower becomes a lien against any of the Borrower’s assets;
(e) A voluntary or involuntary petition in bankruptcy or for reorganization or for an arrangement or any composition, readjustment, liquidation, dissolution or similar relief pursuant to the federal bankruptcy law or under similar present or future federal or state bankruptcy or insolvency law, is filed by or against Borrower, and such petition is not dismissed within sixty (60) days thereafter;
(f) Borrower makes an assignment of all or any portion of its assets for the benefit of creditors;
(g) Borrower is enjoined, restrained, or in any way prevented by court order from continuing to conduct all or any material part of its business affairs;
(h) There is a default in any material agreement to which Borrower is a party with third parties resulting in a right by such third parties to accelerate the maturity of Borrower’s indebtedness;
558
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16 (i) Any government agency files a lien or commences an action or any third party files a claim or lawsuit against Borrower in connection with a violation of state or federal environmental statutes, which claim may result in a substantial fine or penalty or the payment of damages; (j) Borrower suspends its business or ceases doing business as a going concern;
(k) Failure by the Borrower to pay, when due, a final, non-appealable judgment or order over $500,000 which shall be rendered against the Borrower and such judgment has not been vacated, discharged, satisfied or stayed by the Borrower within a period of 30 days; and (l) Any representation or warranty in the Loan or Loan Documents is not true when made.

6.2 Lender’s Rights and Remedies. Upon the occurrence of an Event of Default, Lender may, at its election, without notice of its election and without demand, do any one or more of the following, all of which are authorized by Borrower:
(a) Terminate Lender’s obligation to make Advances to Borrower hereunder;
(b) Declare all of Borrower’s obligations to Lender immediately due and payable, whether evidenced by the Note, by any of the other (collectively “Loan Documents”) or otherwise;
(c) Exercise such remedies against the Members of the Borrower pursuant to Section 7(d) of the Joint Powers Agreement (Third Amended and Restated) dated March 23, 2021, by and among such Members of the Borrower, up to the maximum pro rata liability described therein for each of the Members of the Borrower; and
(d) Exercise all other rights and remedies available to Lender under the Loan Documents, at law or in equity.

6.3 Default Interest. From and after the occurrence of any Event of Default, interest shall accrue daily at the Default Interest Rate on all amounts outstanding under the Loan and shall be payable on demand.

6.4 Remedies Cumulative. Lender’s rights and remedies under this Agreement, the Note, the Loan Documents, and all other agreements shall be cumulative. No exercise by Lender of one right or remedy shall be deemed an election, and no waiver by Lender of any Event of Default on Borrower’s part shall be deemed a continuing waiver. No delay by Lender shall constitute a waiver, election, or acquiescence by it.
559
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17 7. MISCELLANEOUS.

7.1 Further Assurances. Borrower shall execute and acknowledge (if appropriate) any further documents consistent with the terms of this Agreement, including documents in recordable form, as the Lender shall from time to time find necessary or appropriate to effectuate its purposes in entering into this Agreement.

7.2 Entire Agreement, Waivers, and Amendments. This Agreement incorporates all of the terms and conditions mentioned herein, or incidental hereto, and supersedes all negotiations and previous agreements between the parties with respect to all or part of the subject matter of this Agreement. All waivers of the provisions of this Agreement must be in writing and signed by the appropriate authorities of the party to be charged. A waiver of the breach of the covenants, conditions or obligations under this Agreement by either party shall not be construed as a waiver of any succeeding breach of the same or other covenants, conditions or obligations of this Agreement.

Any amendment or modification to this Agreement must be in writing and executed by the appropriate authorities of Lender and Borrower.

7.3 Waiver of Jury Trial. The Lender and the Borrower shall waive their right to trial by jury; provided, however, that in the event that the waiver of jury trial is unenforceable for any reason, the parties shall be submit to judicial reference.

7.4 Governing Law; Venue. This Agreement shall be governed in accordance with the laws of the State of California. Any legal action brought under this Agreement must be instituted in the Superior Court of the County of San Bernardino, State of California, in an appropriate municipal court in that county, or in the Federal District Court in the Central District of California.

7.5 Non-Discrimination. Borrower covenants by and for itself, its successors and assigns, and all persons claiming under or through them that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, religion, sex, marital status, national origin or ancestry in the construction, use, or enjoyment of the Program, nor shall Borrower itself or any person claiming under or through it, establish or permit any such practice or practices of discrimination or segregation. Borrower shall comply with all applicable nondiscrimination laws.

7.6 Assignment. Lender may, at its option, assign this Agreement and/or its right to receive repayment of the Loan without the consent of Borrower. In no event shall Borrower assign or transfer any portion of this Agreement without the prior express written consent of Lender, which consent may be withheld in Lender’s sole and absolute discretion. No assumption of the Loan shall be permitted at any time.

7.7 Compliance With Laws. Borrower shall comply with all federal and state laws, statutes and regulations affecting the ownership of its property and the conduct of its business

7.8 Notices. All notices, consents, approvals and requests required or permitted hereunder or under any other Loan Document shall be deemed to be given and made when delivered by hand, by recognized overnight delivery service, confirmed facsimile transmission (provided any telecopy or other electronic transmission received by any party after 4:00 p.m., local time, as 560
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18 evidenced by the time shown on such transmission, shall be deemed to have been received the following Business Day), or five (5) calendar days after deposited in the United States mail, registered or certified, postage prepaid, with return receipt requested, addressed as follows:

If to the Borrower: Consolidated Fire Agencies
1743 Miro Way
Rialto, California 92376
Attention: Executive Director
Telephone: ____________
with a copy to:
(which shall not constitute
notice to Borrower)
Lindsay K. Moore
Attorney at Law
Kingsley Bogard LLP
600 Coolidge Drive, Suite 160
Folsom, California 95630
Telephone: (916) 932-2500
If to the Lender: City of Ontario
303 East B Street
Ontario, California 91764
Attention: City Manager
Telephone: (909) 395-2000
and with a copy to:
(which shall not constitute
notice to Lender)
Best Best & Krieger LLP
3390 University Avenue, 5th Floor
Riverside, CA 92501
Attention: Kim Byrens
Telephone: (951) 826-8273

7.9 Expenses. Borrower shall pay all expenses incurred by Lender with respect to this Agreement and the Loan.

7.10 Execution in Counterpart. This Agreement may be executed in several counterparts, and all so executed shall constitute one agreement binding on all parties hereto, notwithstanding that all parties are not signatories to the original or the same counterpart. (Signature page follows)
561
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S-1
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first above written.

CONSOLIDATED FIRE AGENCIES a joint
powers agency, acting on behalf of its

CONFIRE EMS
Signature
Print Name

Signature
Print Name

CITY OF ONTARIO
By:

Its: City Manager
ATTEST:

City Clerk
-Signature PageCity of Ontario
Confire EMS Program
Loan Agreement
APPROVED: City Attorney
By:
562
46700.02320\41794755.3
A-1

EXHIBIT A
[FORM OF NOTE]
$_________

PROMISSORY NOTE

CONFIRE
[Date]
For value received, CONSOLIDATED FIRE AGENCIES (“CONFIRE”), a joint exercise of powers authority existing pursuant to the Section 6500 et seq. of the California Government Code (the “Borrower”), promises to pay to the CITY OF ONTARIO, at 303 East B Street, Ontario, California, the principal sum of $_________________ Dollars ($________), with interest from the date hereof on unpaid principal at the rate of ______ percent (____%) per annum, according to the Schedule of Note Payments, an Exhibit 1 hereto, and payable in full on __________, ____.

Payment of this Promissory Note by Borrower shall be limited solely to the revenues which may lawfully be pledged of the Borrower pursuant to a CITY OF ONTARIO CONFIRE EMS PROGRAM LOAN AGREEMENT, dated as of __________, 2023, between the Borrower and the City of Ontario, as lender thereunder. Payment shall be credited first on interest then due; and the remainder on principal; and the interest shall thereupon cease upon the principal so credited.

Should default be made in payment of principal and interest, the whole sum of principal and interest shall, at the option of the holder of this note, become immediately due. Principal and interest is payable in lawful money of the United States.

All or any portion of the principal portion of this Promissory Note may be paid on any date without premium or penalty at the option of the Authority, by presentment of this Promissory Note with the unpaid principal portion together with interest accrued thereon to the date set for prepayment.

In the event that at any time after the date of this Promissory Note either party shall institute any action or proceeding against the other relating to the provisions of this Promissory Note, or any default hereunder, the party not prevailing in the action or proceeding shall reimburse the prevailing party for its reasonable expenses of attorney’s fees, costs and disbursements incurred on any appeal from the action or proceeding. In addition, as a separate, severable item, the prevailing party shall recover all attorney’s fees, costs and disbursements incurred in enforcing any judgment, and this provision is intended to be severable from other provisions of this Promissory Note and to survive any judgment, and it is not to be deemed to be merged into such judgment.

CONSOLIDATED FIRE AGENCIES
___________________________________
Chairman of the Board of Directors of the
Consolidated Fire Agencies
563
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A-2
EXHIBIT 1

SCHEDULE OF NOTE PAYMENTS
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
Department: Fire Department
Prepared By: Pam Martinez
Staff Member Presenting:

Ray Gayk, Fire Chief
Reviewed By: Belinda Negrete
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 20
SUBJECT: AUTHORIZE THE PURCHASE OF THREE TYPE 1 AMBULANCES

CITY OF ONTARIO
Agenda Report
December 19, 2023
SECTION:

CONSENT CALENDAR
RECOMMENDATION: That the City Council take the following actions:

A. Authorize the City Manager to execute the sole source purchase of up to three Medix Metro Express 153 Type 1 Ambulance from Republic EVS of Santa Fe Springs, California, in an amount not to exceed $1,033,252; and
B. Appropriate $450,000 to purchase equipment to outfit three ambulances.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Invest in the Growth and Evolution of the City's Economy Operate in a Businesslike Manner
Maintain the Current High Level of Public Safety
Pursue City's Goals and Objectives by Working with Other Governmental Agencies FISCAL IMPACT: If approved, appropriations in the Equipment Services Fund of $1,033,252 for three ambulances and $450,000 for equipment, for a total not-to-exceed amount of $1,483,252, will be included in the Mid-Year Budget Update.

BACKGROUND & ANALYSIS: In the spring of 2021, as a direct response to extreme response time delays from the City's private ambulance provider and the lack of available ambulances in our county over the past three years, the Ontario Fire Department deployed Alternate Transport Vehicles (ATVs), which included the purchase of a Type I Ford F450 ambulance from Republic EVS.

The ambulance purchased is configured to provide the highest level of patient care for our citizens.

The size and specification are critical to positive patient outcomes and designed for safe operation by Fire and Safety personnel.

On December 5, 2023, the County of San Bernardino selected a new ambulance provider and awarded the contract to CONFIRE. In preparation for the new service model, as a participating CONFIRE agency, the Ontario Fire Department recommends the purchase of three additional ambulances. The initial County deployment will include two City ambulances staffed with Ontario 582
Fire personnel. The tentative date for implementation is October 2024. In anticipation of the awarded contract to CONFIRE, the Ontario Fire Department reserved three chassis from Republic EVS. The chassis are now ready for build and the expected delivery date from Republic EVS is August 2024.

It is vital that the ambulance layout and serviceability match our current ambulance—the location of gear, access to the gurney, and layout matter for optimal patient care during an emergency. This standardization will assist our fire mechanics in maintenance, repair management, and time, as well as the ability to stock vital parts needed to maintain our fleet.

Each ambulance costs $344,417 for a total of $1,033,252. The additional cost needed to outfit the ambulance with EMS and Fire equipment is $150,000 each, for a total of $450,000. The total cost to purchase and implement three ambulances is $1,483,252. To meet the needs of the Ontario Fire Department and taking into consideration the continued nationwide supply chain shortages, Staff is recommending a sole source purchase through Republic EVS. 583
Qty Price Each Extended Price
3 $316,606.89 $949,820.68
3 $27,703.10 $83,109.31
3 $95.00 $285.00
3 $12.25 $36.75
3 $344,417.24 $1,033,251.73
Ontario Fire Department
12/13/2023
Signature Date
Printed Name
Title
12/13/2023
Signature Date
Garett Adelman
Printed Name
Director of Sales
Title
Three (3) Medix Specialty Vehicles Type I ME 153" on 2023 Ford F-450 4 x 2 Diesel Powered Chassis, Two Door Standard Cab
All prices are quoted to included Government Factory Rebates. Rebates are subject to change. If the current Rebate amount changes or becomes unavailable. The difference per vehicle will be invoiced to the Purchaser. Pricing is subject to change if additional options are requested.

Description
Total Purchase Price
Payment Terms: 100% payment of the contract is due at time of delivery unless otherwise specified in writing. Title for the ambulance will be delivered in Seven (7) business days or less once payment has processed through the financial institution.

Delivery Terms: Delivery shall be 180 days or less after Receipt of Chassis as well as approved work order and production drawing if applicable. F.O.B. shall be Santa Fe Springs, CA.

Chassis VIN Number(s): To Be Determined After Production Start Date Offer and Purchase Agreement for: Ontario Fire Department Republic EVS
Signature below represents acceptance of above contract and terms:

Date Offered: December 13, 2023
One Million Thirty Three Thousand Two Hundred Fifty One Dollars and Seventy Three Cents $1,033,251.73
Three (3) Medix Specialty Vehicles Type I ME 153" on 2023 Ford F-450 4 x 2 Diesel Powered Chassis, Two Door
Standard Cab
Tax (Based on a Rate of 8.75%)
DMV Fee
Tire Fee
Offer is based off of build quote as well as reference drawings if applicable. A final engineered build quote for customer review and approval will be provided prior to ambulance construction. Any changes requested from a pre build meeting may result in additional charges.

Republic EVS
12410 Clark St.

Santa Fe Springs, CA 90670
584
Department: Planning
Prepared By: Diane Ayala
Staff Member Presenting:

Scott Murphy, Executive Director Community
Development
Reviewed By: Kimberly Ruddins, Henry
Noh, Rudy Zeledon
Approved By:

Submitted To: Council/OHA
Approved: _______________________________
Continued To: ___________________________
Denied: __________________________________
Item No: 21
SUBJECT: A PUBLIC HEARING TO CONSIDER AN AMENDMENT TO THE PARKSIDE SPECIFIC PLAN (FILE NO. PSPA21-006) SUBMITTED BY SC ONTARIO DEVELOPMENT

COMPANY, LLC

CITY OF ONTARIO
Agenda Report
December 19, 2023
SECTION:

PUBLIC HEARINGS
RECOMMENDATION: That the City Council consider and adopt:

A. A Resolution approving an Addendum to the Parkside Specific Plan Environmental Impact Report (Certified EIR) (State Clearinghouse No. 2004011008) that was certified on September 5, 2006; and
B. A Resolution approving File No. PSAP21-006, an Amendment to the Parkside Specific Plan to; [1] increase the residential unit capacity from 1,947 to 2,851 dwelling units by modifying density ranges in residential planning areas and adjusting certain planning area boundaries; [2] decrease commercial land use from 11.15 acres of land to 2.77 acres of land within Planning Area 19; [3] decrease Great Park land use from 58.86 acres of land to 37.38 acres within Planning Area 21; [4] increase residential land use from 9.58 acres of land to 27.81 acres within Planning Areas 17 and 18; [5] update certain development standards and building categories; and [6] eliminate the private open space land use in Planning Areas 23, 24, and 25.

THE FOLLOWING COUNCIL GOALS ARE BEING ACHIEVED:

Invest in the Growth and Evolution of the City's Economy Operate in a Businesslike Manner
Focus Resources in Ontario's Commercial and Residential Neighborhoods Ensure the Development of a Well Planned, Balanced, and Self-Sustaining Community in Ontario Ranch
FISCAL IMPACT: There is not a direct fiscal impact associated with the adoption of the Parkside Specific Plan Amendment. Any potential long-term fiscal impacts and anticipated expenditures to the City would be offset by development impact fees and property tax revenues from the future development. 585
BACKGROUND & ANALYSIS: The Parkside Specific Plan was approved by the City Council on September 5, 2006. The Specific Plan established the land use designations, development standards, design guidelines and development capacity of 1,947 residential units and 115,000 square feet of commercial uses for the Specific Plan area, which is bordered by Ontario Ranch Road on the north, Eucalyptus Avenue on the south, Archibald Avenue on the east, and Carpenter Avenue on the west. The Specific Plan is comprised of 26 land use districts (planning areas), incorporating 19 distinctive neighborhoods and offering a variety of residential products. On June 16, 2020, City Council approved an Amendment to the Parkside Specific Plan, File No. PSPA19-007, to reconfigure the boundaries of Planning Areas 1 thru 4, 17 thru 19, and 21, revise internal circulation and revise design guidelines adding new housing types and architectural styles.

In August 2022, The Ontario Plan 2050 (TOP), including the Policy Plan (General Plan), was adopted by City Council. Parkside Specific Plan Planning Areas 17, 18, 19, and 21 were an “Area of Change,” which changed the land use designations for the northern portion of Planning Area 19 from Neighborhood Commercial to Medium Density Residential (11.1-25.0 du/ac), consistent with other residential planning areas in the Parkside Specific Plan and changed the southern portion from Neighborhood Commercial to Mixed Use- Parkside. Additionally, designated open space areas along the east side of the Cucamonga Creek Channel and the north side of the Grand Park in Planning Area 21 were changed to Medium Density Residential (11.1-25.0 du/ac).

The Applicant has submitted a request to amend the Parkside Specific Plan, File No. PSPA21-006, to reconfigure certain planning areas, increase the residential capacity from 1,947 to 2,851 residential units to be consistent with TOP, decrease the Grand Park from 58.86 acres to 37.38 acres and decrease commercial development from 15.66 acres to 2.68 acres, clarify home building types, and update certain development standards.

SPECIFIC PLAN AMENDMENT: The proposed Amendment to the Parkside Specific Plan includes the following; [1] increase the residential unit capacity from 1,947 to 2,851 dwelling units by increasing the anticipated number of units across all residential planning areas, except for Planning Areas 1 thru 4, and adjusting boundaries of Planning Areas 17, 18, 19 and 21; [2] decrease commercial land use from 11.15 acres of land/115,000 square feet to 2.77 acres of land/15,000 square feet within Planning Area 19; [3] decrease Open Space land use from 58.86 acres of land to 37.38 acres within Planning Area 21; and [4] increase residential land use from 9.58 acres of land to 27.81 acres within Planning Areas 17 and 18. The changes to land use associated with the buildout of the Policy Plan Land Use Plan anticipates development of up to 3,858 residential units within the Parkside Specific Plan area. The proposed Specific Plan Amendment includes the addition of 904 residential units, for a total of 2,851 units, which is 1,007 fewer units than TOP, an approximate decrease of 100,000 square feet of commercial, and a decrease of approximately 21 gross acres of land for the Grand Park.

The Amendment further proposes to; [1] update certain development standards and clarify building home types; [2] where feasible, street parking on private streets may accommodate guest parking requirements; [3] multiple-family rental developments within a master plan community may deviate from the standard garage interior clear space of 10 feet by 20 feet as required by the Development Code to 9 feet by 20 feet or 10 feet by 18 feet where garages are proposed to meet up 586
to 33 percent of the parking requirement; and [4] eliminate the private open space- recreation land use in Planning Areas 23, 24, and 25. Section 7.6, Home Types, of the Parkside Specific Plan updates the “Introduction” narrative to include a description of the Detached Lane Loaded, Cluster Homes, Row Townhomes, and Multifamily Attached to further clarify by creating categories of allowable housing product types within designated planning areas. Eliminating the private open space recreation planning areas will allow for optimum marketing opportunities and flexibility in overall residential site design for individual developments. The open space recreation requirement will remain in place and will be reviewed in conjunction with proposed development plans.

All proposed changes to the Specific Plan are contained within the revised Specific Plan document attached to the related resolution as Attachment “A.” All new text have been highlighted in colored font and all deletions have been highlighted with a strikethrough.

ENVIROMENTAL REVIEW: The Application is a project pursuant to the California Environmental Quality Act (Public Resources Code Section 21000 et seq.) ("CEQA") and an Addendum has been prepared to determine possible environmental impacts. Although the proposed project could have a significant effect on the environment, because all potentially significant effects have been analyzed adequately in an earlier Certified EIR and have been avoided or mitigated pursuant to that earlier Certified EIR, including revisions or mitigation measures that are imposed on the proposed project, nothing further is required. The Project will introduce no new significant environmental impacts beyond those previously analyzed in the Certified EIR, and all mitigation measures previously adopted by the Environmental Impact Report, and are incorporated in the Addendum, Attachment A—Addendum to the Resolution.

PLANNING COMMISSION REVIEW: On November 28, 2023, the Planning Commission conducted a public hearing and voted 6-0 to recommend that the City Council approve an Addendum to the Parkside Specific Plan Environmental Impact Report and the Amendment to the Parkside Specific Plan. At the same meeting, the Planning Commission approved Tentative Tract Map, File No. PM22- 024, to subdivide 31.70 acres of land into 5 numbered lots for condominium purposes located within Planning Areas 17, 18, and 19, a Development Plan, File No. PDEV22-037, to construct 508 multiple family dwelling units on 30 acres of land within Planning Areas 17 and 18, and a Development Plan, PDEV22-029, to construct a park in 16.34 acres of land within Planning Area 21 of the Parkside Specific Plan, contingent upon City Council approval of the subject Application. 587
RESOLUTION NO. ________

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ONTARIO,

CALIFORNIA, APPROVING AN ADDENDUM TO THE PARKSIDE

SPECIFIC PLAN ENVIRONMENTAL IMPACT REPORT, PURSUANT TO

THE REQUIREMENTS OF THE CALIFORNIA ENVIRONMENTAL
QUALITY ACT, AS AMENDED, FOR FILE NO. PSPA21-006 AND MAKING FINDINGS IN SUPPORT THEREOF — APNS: 0218-221-10, 0218-221-11, 0218-231-45, 0218-231-04, 0218-231-08, 0218-231-10, 0218-231-11, 0218-231-13, 0218-231-15, 0218-231-16, 0218-231-23, 0218-231-24, 0218-231-31, 0218-231-32, 0218-231-34, 0218-231-36, 0218-231-39, 0218-063-06, 0218-063-07, 0218-073-04, 0218-073-06, 0218-073-07, 0218-063-04, 0218-231-47 AND 0218-231-48.

WHEREAS, SC ONTARIO DEVELOPMENT COMPANY, LLC. (hereinafter referred to as Applicant) has filed an Application for the approval of an Amendment to the Parkside Specific Plan (File No. PSPA21-006), which consists of; a) increase the residential unit capacity from 1,947 to 2,851 dwelling units by modifying density ranges in residential planning areas and adjusting certain planning area boundaries; b) decrease commercial land use from 11.15 acres of land to 2.77 acres of land within Planning Area 19; c) decrease Great Park land use from 58.86 acres of land to 37.38 acres within Planning Area 21; d) increase residential land use from 9.58 acres of land to 27.81 acres within Planning Areas 17 and 18; e) update certain development standards and building categories; and f) eliminate the private open space land use in Planning Areas 23, 24, and 25, and is comprised of approximately 250 acres of land bordered by Carpenter Avenue on the west, Archibald Avenue on the east, Eucalyptus Avenue on the south, and Ontario Ranch Road on the north in the City of Ontario, California (hereinafter referred to as "Application" or "Project"); and
WHEREAS, the Parkside Specific Plan (File No. PSP03-002) Environmental Impact Report (SCH# 2004011008) certified by the City Council on September 5, 2006, (hereinafter referred to as Certified EIR), in which development and use of the Project site was discussed; and
WHEREAS, the Planning Director of the City of Ontario has prepared and approved for attachment to the certified Environmental Impact Report, an Addendum to the Certified EIR (hereinafter referred to as EIR Addendum) in accordance with the requirements of the California Environmental Quality Act of 1970, together with State and local guidelines implementing said Act, all as amended to date (collectively referred to as CEQA); and
WHEREAS, the EIR Addendum concluded that implementation of the Project could result in a number of significant effects on the environment that were previously analyzed in the Certified EIR, and that the Certified EIR identified mitigation measures that would reduce each of those significant effects to a less-than-significant level; and 588
WHEREAS, pursuant to State CEQA Guidelines Section 15164(a), a lead agency shall prepare an addendum to a previously certified EIR if some changes or additions are necessary to a project, but the preparation of a subsequent or supplemental EIR is not required; and
WHEREAS, the City determined that none of the conditions requiring preparation of a subsequent or supplemental EIR would occur from the Project, and that preparation of an Addendum to the Certified EIR was appropriate; and WHEREAS, at the October 24, 2023, Planning Commission hearing, the Planning Commission voted to continue the item to the November 28, 2023, hearing date; and WHEREAS, on November 28, 2023, the Planning Commission of the City of Ontario conducted a hearing to consider the Addendum and concluded said hearing on that date, voting to issue Resolution No. PC23-094, recommending that the City Council conclude that none of the conditions requiring preparation of a subsequent or supplemental EIR have occurred, and further recommending that the City Council take actions on the Project in compliance with CEQA and state and local guidelines implementing CEQA; and
WHEREAS, the City of Ontario is the lead agency on the Project, and the City Council is the decision-making authority for the requested approval to construct and otherwise undertake the Project; and
WHEREAS, the City Council has reviewed and considered the EIR Addendum for the Project, has concluded that none of the conditions requiring preparation of a subsequent or supplemental EIR have occurred, and intends to take actions on the Project in compliance with CEQA and state and local guidelines implementing CEQA; and
WHEREAS, the EIR Addendum for the Project is on file in the Planning Department, located at 303 East B Street, Ontario, CA 91764, are available for inspection by any interested person at that location and are, by this reference, incorporated into this Resolution as if fully set forth herein; and
WHEREAS, all legal prerequisites to the adoption of this Resolution have occurred.

NOW, THEREFORE, IT IS HEREBY FOUND, DETERMINED, AND RESOLVED by the City Council of the City of Ontario, as follows:

SECTION 1: Environmental Determination and Findings. As the decisionmaking authority for the Project, the City Council has reviewed and considered the information contained in the administrative record for the Project. Based upon the facts and information contained in the administrative record, including all written and oral evidence presented to the City Council, the City Council finds as follows:
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(1) The environmental impacts of the Project were reviewed in conjunction with an Addendum to the Parkside Specific Plan Environmental Impact Report (State Clearinghouse No. 2004011008, certified by the Ontario City Council on September 5, 2006 in conjunction with File No. PSP03-002); and (2) The EIR Addendum and administrative record have been completed in compliance with CEQA, the State CEQA Guidelines, and the City of Ontario Local CEQA Guidelines; and
(3) The City's "Guidelines for the Implementation of the California Environmental Quality Act (CEQA)" provide for the use of a single environmental assessment in situations where the impacts of subsequent projects are adequately analyzed. This Application introduces no new significant environmental impacts; and (4) All previously adopted mitigation measures shall be a condition of project approval, as they are applicable to the Project, and are incorporated herein by this reference; and
(5) The EIR Addendum contains a complete and accurate reporting of the environmental impacts associated with the Project, and reflects the independent judgment of the City Council; and
(6) There is no substantial evidence in the administrative record supporting a fair argument that the project may result in significant environmental impacts.

SECTION 2: Additional Environmental Review Not Required. Based on the Addendum, all related information presented to the City Council, and the specific findings set forth in Section 1, above, the City Council finds that the preparation of a subsequent or supplemental Environmental Impact Report is not required for the Project, as the Project:
(1) Does not constitute substantial changes to the Certified EIR that will require major revisions to the Certified EIR due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects; and
(2) Does not constitute substantial changes with respect to the circumstances under which the Certified EIR was prepared, that will require major revisions to the Certified EIR due to the involvement of new significant environmental effects or a substantial increase in the severity of the previously identified significant effects; and (3) Does not contain new information of substantial importance that was not known and could not have been known with the exercise of reasonable diligence at the time the Certified EIR was certified/adopted, that shows any of the following:
(a) The project will have one or more significant effects not discussed in the Certified EIR; or
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(b) Significant effects previously examined will be substantially more severe than shown in the Certified EIR; or
(c) Mitigation measures or alternatives previously found not to be feasible would in fact be feasible and would substantially reduce one or more significant effects of the Project, but the City declined to adopt such measures; or (d) Mitigation measures or alternatives considerably different from those analyzed in the Certified EIR would substantially reduce one or more significant effects on the environment, but which the City declined to adopt.

SECTION 3: City Council Action. Based upon the findings and conclusions set forth in Sections 1 and 2, above, the City Council hereby finds that based upon the entire record of proceedings before it, and all information received, that there is no substantial evidence that the Project will constitute substantial changes to the Certified SEIR, and does hereby approve the EIR Addendum, attached hereto as Attachment A, and incorporated herein by this reference.

SECTION 4: Indemnification. The Applicant shall agree to defend, indemnify and hold harmless, the City of Ontario or its agents, officers, and employees from any claim, action or proceeding against the City of Ontario or its agents, officers or employees to attack, set aside, void, or annul this approval. The City of Ontario shall promptly notify the applicant of any such claim, action, or proceeding, and the City of Ontario shall cooperate fully in the defense.

SECTION 5: Custodian of Records. The documents and materials that constitute the record of proceedings on which these findings have been based are located at the City of Ontario City Hall, 303 East B Street, Ontario, California 91764. The custodian for these records is the City Clerk of the City of Ontario.

The City Clerk of the City of Ontario shall certify as to the adoption of this Resolution.

PASSED, APPROVED, AND ADOPTED this 19th day of December 2023. _____________________________________
PAUL S. LEON, MAYOR
ATTEST:
_________________________________

SHEILA MAUTZ, CITY CLERK
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APPROVED AS TO FORM:
_______________________________

BEST BEST & KRIEGER LLP

CITY ATTORNEY
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STATE OF CALIFORNIA )

COUNTY OF SAN BERNARDINO )

CITY OF ONTARIO )
I, SHEILA MAUTZ, City Clerk of the City of Ontario, DO HEREBY CERTIFY that foregoing Resolution No. 2023- was duly passed and adopted by the City Council of the City of Ontario at their regular meeting held December 19, 2023 by the following roll call vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:
____________________________________

SHEILA MAUTZ, CITY CLERK
(SEAL)
The foregoing is the original of Resolution No. 2023- duly passed and adopted by the Ontario City Council at their regular meeting held December 19, 2023. _____________________________________

SHEILA MAUTZ, CITY CLERK
(SEAL)
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ATTACHMENT A:

Addendum to Parkside Specific Plan
Environmental Impact Report
(Addendum to follow this page)
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California Environmental Quality Act
Environmental Checklist Form
Project Title/File No(s).: Parkside Specific Plan Amendment (PSPA21-006), Tentative Tract Map 20487 (PMTT22-024), Santa Barbara at Parkside Development Plan (PDEV22-037), Great Park Development Plan (PDEV22-029), and Development Agreement Amendment (PDA05-002) Lead Agency: City of Ontario, 303 East “B” Street, Ontario, California 91764, (909) 395-2036 Contact Person: Diana Ayala, Senior Planner
Project Sponsor: SC Ontario Development Company, LLC
Project Location and Setting: The approximately 248.46-gross-acre Parkside Specific Plan area (Specific Plan area) is located in southwestern San Bernardino County, within the Ontario Ranch area of the City of Ontario. The City of Ontario is located approximately 40 miles from downtown Los Angeles, 20 miles from downtown San Bernardino, and 30 miles from Orange County (refer to Figure 1, Regional Location Map, and Figure 2, Vicinity Map). As illustrated on the aerial photograph presented on Figure 3, the Specific Plan area is located south of Ontario Ranch Road, west of Archibald Avenue, north of Eucalyptus Avenue, and east of Carpenter Avenue. The “Project site” evaluated in this Addendum encompasses approximately 189.61 gross acres (164.23 net acres) within the Parkside Specific Plan area and includes Planning Areas (PAs) 5 through 19 and PA 21 (Great Park) of the Parkside Specific Plan.

The Project site has historically been used for agricultural activities (row crops) and flood control. The Project site is undeveloped with agricultural operations located west of the Channel. The on-site area to the east of the Channel has been previously disturbed by agricultural operations. The areas to north of Project site are developed with agricultural uses, industrial, and residential uses; the areas east and west are used for agricultural purposes; the areas to the south, west of the Channel is developed with industrial warehouse uses; and the area to the south, east of the Channel, is under construction with residential uses within the Specific Plan area.

It should be noted that the southeast portion of the Specific Plan area (PAs 1 through 4 and 22) is entitled, developed and/or under construction, and Ontario Fire Station No. 9 (PA 20) has been constructed. The Cucamonga Creek Channel (Channel), which extends in a north-south direction and bisects the Specific Plan area, has also been constructed. There is also an existing well site (PA 23). With the exception of refinements to acreage calculations and introduction of new housing typologies (PAs 1 through 4), there would be no changes to these PAs or the Channel as part of the currently proposed Parkside Specific Plan Amendment Project (proposed Project).

General Plan Designation: Medium Density Residential (11.1 to 25.0 du/ac), Open Space-Recreation (OS-R), Open Space-Non-Recreation (OS-NR), Public Facility (PF), and Mixed Use (MU).

Zoning: SP – Parkside Specific Plan (PSP03-002) and within the CNO (Chino Airport) Overlay Description of Project: The proposed Project involves amendments to the Parkside Specific Plan (File No. PSPA21-006) to: (1) increase the overall unit count from 1,947 units to 2,851 units consistent with The Ontario Plan (TOP) 2050 Medium Density Residential land use designation density range of 11.1 to 25 dwelling units per acre (du/acre), and the overall residential acreage from 156.62 gross acres to 191.68 acres; (2) reduce the size of PA 19 (Neighborhood Commercial) and amount of commercial development from 15.66 gross acres/115,000 sf to 2.68 acres/15,000 sf with the remainder of this PA (proposed PA 18) being designated Medium Density Residential (11.1 to 25 du/acre) consistent with the other PAs and TOP 2050; (3) reduce the size of PA 21 (Great Park) from 58.86 gross acres to 37.38 gross acres to accommodate additional residential development, also consistent with TOP 2050; and (4) clarify the description of housing typologies and expand the number of PAs in which each typology is allowed to be developed to encourage a diversity of housing types within the Specific Plan area. The proposed Project would also include amendments to the Parkside Specific Plan to modify the Residential Design Guidelines, text, tables and graphics, as needed, to reflect the changes above. The overall density in the Specific Plan area would increase from 14.77 dwelling units per gross acre to 14.87 dwelling units per gross acre for the residential PAs.

City of Ontario
Planning Department
303 East “B” Street
Ontario, California
Phone: (909) 395-2036
Fax: (909) 395-2420
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CEQA Environmental Checklist Form
File No(s).: PSPA21-006, PTTM22-024, PDEV22-037, PDEV22-029 & PDA05-002