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Documents
Ensure your submission document(s) conforms to the following :
1. Documents in PDF format are preferred. Documents in ord, Excel, or compatible formats may also be provided.
. Documents should NOT have a security password, as Sourcewell may not be able to open the file. t is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blan 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. f you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. f 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 Mar eting Plan category save the document as "Mar eting Plan."
Pricing - Price Lists.zip - Thursday November 04, 0 1 1 : 8:47 Financial Strength and Stability - Financial Strength and Stability.zip - Thursday November 04, 0 1 1 : 9:41 Mar eting Plan/Samples - Mar eting Plan - Samples.zip - Thursday November 04, 0 1 1 :3 :
M E/M E/S E or elated Certificates (optional)
arranty nformation - arranty - Documents.pdf - Thursday November 04, 0 1 1 :3 :56 Standard Transaction Document Samples - Standard Transaction Document Samples.zip - Thursday November 04, 0 1 1 :35:18 pload Additional Document - Altec Capital Sourcewell Proposal.docx - Thursday November 04, 0 1 1 :35:40
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7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW Bid Number: RFP 110421 Vendor Name: Altec Industries, Inc.
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Bid Number: RFP 110421 Vendor Name: Altec Industries, Inc.
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Solicitation Number: RFP #110421
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Altec Industries, Inc., 210 Inverness Center Drive, Birmingham, AL 35242 (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 Public Utility Equipment with Related Accessories and Supplies 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 December 27, 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.
Except as expressly agreed in the participating addendum or transaction document with the participating entity, 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 new Equipment, Products, and Services furnished (which does not include equipment or products that are solely financed) 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.
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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 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 tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt 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;
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x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.
The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier 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 government- owned 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
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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.
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 for the direct purchase of new equipment or products 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 e- commerce 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.
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7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, 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
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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 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.
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C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
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 negligent act or omission or willful misconduct 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
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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.
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.
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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.
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:
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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.
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
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3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
5. 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
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“work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.
D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier 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 non- federal 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 Altec Industries, Inc.
By: __________________________ By: __________________________ Jeremy Schwartz Riley Browne
Title: Chief Procurement Officer Title: Contract Specialist
Date: ________________________
Date: ________________________
Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
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CITY COUNCIL AGENDA REPORT
INFORMATION/CONSENT AGENDA
AGENDA ITEM NO. I.8
DATE: November 19, 2024
TO: City Council
FROM: Michael Wolfe, Public Works Director, (805) 385-8055, [email protected]
SUBJECT: Budget Appropriation for Fiscal Year 2024-25 Wagon Wheel Master Association, Community Facility District 7.
RECOMMENDATION
That the City Council approve and authorize the City Manager to approve a budget appropriation from the available fund balance in the amount of $15,467 within the Wagon Wheel Community Facility District 7 (Fund 120, Subfund 6070).
(This item did not originate in committee because it is a continuation of an item previously approved by the City Council.)
BACKGROUND
Special Districts is a division of the Public Works Department that manages a total of 50 special financing districts. As an allowable funding source, property owners (e.g., developers) may use special financing districts (e.g., CFDs) subject to the approval of the City, to fund the construction of improvements through bonds and also the annual cost of services and maintaining certain amenities that have a special benefit to the properties within the district. Typically, the developer installs the amenities at the time of the development and the benefiting property owners pay for the cost of the bonds and maintain the improvements (i.e., special benefit). The special assessments are included on the property owner’s property tax bill.
On December 6, 2016, the City Council adopted Resolution No. 14,980, authorizing the California Statewide Communities Development Authority (“CSCDA”) to form the Wagon Wheel Community Facilities District 7 (“CFD 7”) within the City of Oxnard (“City”). The purpose of the CFD 7 fund is to finance public infrastructure facilities, flood protection systems, and ongoing maintenance costs for public infrastructure including parks, trails, parkways & medians, the Caltrans freeway right-of-way, lighting, storm drains, floodwalls, flood gates, and internal roadways. This development is unique among the special districts in that the maintenance of CFD areas is contracted to the Master HOA, limiting the overall Special Districts Division maintenance responsibility for the CFD.
DISCUSSION
As part of the CFD 7 ongoing development, on October 6, 2020, the City Council approved Agreement 32300478 (A- 8239) (Reimbursement Agreement) between the City, as CFD 7, and the Master Association. The Reimbursement Agreement between the Master Association and CFD 7 authorizes CFD 7 to fund Master Association costs for performing maintenance work on the public improvements. In accordance with Section 2 of the Reimbursement Agreement, the Master HOA is responsible for submitting to the City the annual forecasted maintenance expenses for the CFD areas, which the Master HOA maintains, so that the appropriate special taxes can be calculated and sufficient funds provided to the HOA for these costs.
Due to the unique process by which these CFD areas are maintained and that these areas are effectively maintained “under contract” with the HOA means that this Amendment must be made to the Agreement annually to include the 306
upcoming year’s projected maintenance expenses. To prevent changes in the middle of the fiscal year and restrict unplanned expenditures of public funds, Section 8 of the Reimbursement Agreement prevents the HOA from making claims for funds that are in excess of their forecasted expenses, or in excess of the CFDs revenues. This limits what can be claimed for reimbursement to only that which is forecasted in the annual cost summary submitted by the HOA each year.
Ideally, City staff would receive these projections in time to include them during the City’s budget process. However, due to the relatively young age of the HOA, the onboarding of a new HOA property management company, the continued build-out of the development, and the inconsistent nature of the HOA board operations within FY 2023-24 meant that the HOA budget for CFD areas was not completed in time for the City’s FY 2024-25 budget adoption. Due to this delay, staff estimated an amount for the FY 2024-25 adopted Budget that was short of the final cost projections provided by the HOA. Subsequently, a budget appropriation from the CFD fund balance in the amount of $15,467.00 is required to increase the total budget for 60703801-53200 to $355,467.00 for the total projected expenses. Now that these projections have been prepared and have been evaluated by City staff, this requested budget appropriation is being brought to the City Council for approval.
The following table shows the existing budget for the Wagon Wheel subfund 60703801 - 53200 and the requested appropriation required to fund the remainder of the projected CFD expenses:
Item Description Amount
FY 2024-25 Master HOA Projected Expenses (Less City Staff/Overhead) $355,467.00 Current subfund 60703801 - 53200 Professional Services Budget $340,000.00 Required Fund Balance Appropriation to Meet Projected CFD Expenses $15,467.00 Total Appropriation Request $15,467.00
STRATEGIC PRIORITIES
This agenda item is a routine operational item or does not relate to the five strategic priorities adopted by City Council on March 16, 2021.
FINANCIAL IMPACT
The requested budget amendment to subfund 60703801-53200 revises the total FY 2024-25 budget for subfund 60703801 to $355,467.00 and requires a fund balance allocation of $15,467.00. Subfund 6070 has a sufficient fund balance to support this appropriation and has no impact on the General Fund.
COMMITTEE OUTCOME
This item did not originate in committee because it is a continuation of an item previously approved by the City Council.
Prepared by: Steve Howlett, Assistant Public Works Director, Anthony Miller, Interim Special Districts Manager
ATTACHMENTS
1. CFD No. 7 Reimbursement Agreement No. 8239
2. FY 2024-25 Master HOA CFD 7 Wagon Wheel Budget
3. Special Districts Map
4. Special Districts Legend
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Item
City CFD Obligation and
Maintenance
Master HOA Obligation and
Maintenance/CFD Funded
City Maintenance and
Inspection (4) Sub Assoc HOA (5)
LANDSCAPE
Contracted Landscape Maintenance (incl. supplies and cont.) 142,008.00$ Roadway Parkway & Medians - $ incl - $ -$ Oxnard Blvd/WW Entrance - $ incl - $ -$ Ventura Road/WW Entrance - $ incl - $ -$ Lot A Park - $ incl - $ -$ Lot B Park - $ incl - $ -$ Lot C Park - $ incl - $ -$ MUP/Exercise Eqmt - $ incl - $ -$ Caltrans Edge - $ incl - $ -$ Irrigation Repairs - $ 3,000.00$ -$ -$ Plant Replacement - $ 10,000.00$ - $ -$ Tree Maintenance - $ 15,600.00$ - $ -$ Bollard Lighting & Signage for Parks 10,000.00 $
SubTotal -$ 180,608.00$ - $ -$
PARK & RIDE
50 spaces and Kiosks Maint - $ -$ -$ -$ Reserve - $ -$ -$ -$ SubTotal -$ -$ -$ -$
STRUCTURES
Structures Replacement and Maintenance - $ 5,000.00$ -$ -$ Lot 16 and 17 MUP Walls Reserve - $ -$ -$ -$ MUP Undercrossing Reserve - $ -$ -$ -$ Structure Reserve - $ -$ -$ -$ SubTotal -$ 5,000.00$ -$ -$
STORM DRAIN UNITS
Labor Crew & Equipment incl. - $ -$ -$ Disposal incl. - $ -$ -$ Units and Filter Replacements incl. - $ -$ -$ SubTotal -$ -$ -$ -$
FLOOD PROTECTION
Annual Flood Wall Maintenance/ Inspection -$ -$ -$ -$ Annual Material Replacement / Labor - $ -$ -$ -$ Five Year Certification & FEMA Report -$ -$ -$ -$ Walls and Gate Reserve -$ -$ -$ -$ SubTotal -$ -$ -$ -$
SOUND WALLS & INT LANDSCAPE
Caltrans Edge - $ -$ -$ tbd Oxnard Blvd Edge - $ -$ -$ tbd UPRR Edge - $ -$ -$ tbd Interior Landscape/Amenities - $ -$ -$ tbd SubTotal -$ -$ -$ -$ SPECIAL DISTRICTS ADMINISTRATION inclusive
Administrative - $ -$ -$ -$ Indirect Prorated Charge $3,496
Monthly Site Inspections - $ -$ -$ -$ Budget Administration 65,608.00 $ - $ -$ -$ SubTotal 69,104.00$ - $ -$ -$ UTILITIES (3)
Electric - $ 5,719.86$ -$ -$ Water - $ 9,606.29$ -$ -$ Wastewater/Stormwater Maintenance - $ 18,000.00$ - $ -$ Gas - $ -$ -$ -$ SubTotal -$ 33,326.15$ - $ -$ SPECIAL PROJECTS AND RESERVES(2)
Reserve (not incl MUP underx) - $ -$ -$ -$ Additional Reserve Fund Contributions - $ -$ -$ -$ Community Requested Improvements - $ -$ -$ -$ Outstanding Reimbursements (1) 136,532.45 $ - $ -$ -$ Additional CalTrans Slope Maintenance Reimbursement -$ -$ -$ -$ SubTotal 136,532.45$ - $ -$ -$ SubTotal Each Column 205,636.45$ 218,934.15$ - $ -$ Total Annual Budget 424,570.60 $
Anticipated Special Tax Revenue (FY23/24) 326,765.85$
Wagon Wheel Forecast Annual Maintenance Cost
Fiscal Year 24/25
395
4 9
5 34
7 8
1 2
3 & 4
1 &
2 03
30 14
12 36
43 28
38 31
46 39
13 25
51 52
10 16
47 37
34 42
24 58
41 23
33 11
40 60
27 55
50 4954
32 53 FREMONT
NORTH
CARRIAGE
SQUARE
WEST
VILLAGE EAST
VILLAGE
LA COLONIA ROSE
PARK
SEA VIEW
ESTATES
VIA MARINA
REDWOOD
BRYCE
CANYON
NORTH
BLACK
STOCK
NORTH COLLEGE
ESTATES
BLACK
STOCK
SOUTH
BRYCE
CANYON
SOUTH TERRACE
ESTATESPLEASANT
VALLEY
ESTATES
PLEASANT
VALLEY
VILLAGE
SOUTHWINDS
WINDSOR NORTH
RIVER RIDGE
SIERRA
LINDA
ORCHARD
CABRILLO
FREMONT
SOUTH
WILSON
FIVE POINTS
NORTHEASTSEA AIR
HOBSON
PARK
WEST
HOBSON
PARK EAST
MARINA
WEST
BARTOLO
SQUARE
NORTH
CAL-
GISLERBARTOLO
SQUARE
SOUTH
CYPRESS
RIVERPARK
EL RIO WEST
SOUTH
BANK
WAGON WHEEL
OXNARD
SHORES
HOLLYWOOD
BY THE SEA
CHANNEL
ISLANDS
OXNARD DUNES
VILLA CAPRI
RIO LINDO
KAMALA
PARK
LEMONWOOD
EASTMONT
TIERRA
VISTA
MAR VISTA
COLLEGE
PARK
DIAMOND BAR
This map is compiled by the City of Oxnard GIS Division, which is developed and operated solely for the convenience of the City. The City does not make any representations or warranties regarding the use, accuracy, reliability, and/or completeness of this map and no decision involving a risk of economic loss or physical injury should be made in reliance thereon. µ Neighborhood Maintenance Assessment District (District No.) Waterway Assessment District (Zone No.)
Community Facilities District (District No.)
Landscape Maintenance District (District No.)
CITY OF OXNARD ASSESSMENT DISTRICTS & NEIGHBORHOODS
2,900 0 2,900 5,800
Feet
Created by:
Geographic Information Systems Division
January 2023
Data Source:
City of Oxnard GIS Division
County of Ventura GIS Program
396
1 & 2 – Westport at Mandalay Bay 7 – Wagon Wheel
3 & 4 – Seabridge at Mandalay Bay 8 – Sakioka Farms
5 – Riverpark 9 – Northshore at Mandalay Bay
3 – Riverridge 37 – Pacific Cove
10 – Country Club 38 – Aldea Del Mar
11 – St Tropez 39 – El Sueno Promesa
12 – Standard Pacific 40 – Cantada
13 – Le Village 41 – Pacific Cove
14 – California Cove 42 – Cantabria/Coronado
16 – California Lighthouse 43 – Greenbelt
23 – Greystone 46 – Daily Ranch
24 – Vineyards 47 – Sycamore Place
25 – The Pointe 49 – Cameron Ranch
27 – Rose Island 50 – PV Senior Housing
28 – Harborside 51 – Pfeiler
30 – Haas Automation 52 – Wingfield
31 – Rancho De La Rosa 53 – Huff Court
32 – Oak Park 54 – Meadowcrest
33 – El Paseo 55 – Wingfield West
34 – Sunrise Pt/Sunset Cove 58 – Westwind
36 – Villa Santa Cruz 60 – Artisan
Zone 1 – Mandalay Bay Zone 2 – Harbour Island
MAINTENANCE ASSESSMENT DISTRICT
WATERWAYS ASSESSEMENT DISTRICTS
4 – Mandalay Beach/Colony
LANDSCAPE MAINTENANCE DISTRICTS
CITY OF OXNARD – SPECIAL DISTRICTS
LANDSCAPE MAINTENANCE DISTRICT * COMMUNITY FACILITIES DISTRICTS WATERWAYS ASSESSMENT DISTRICTS * MAINTENANCE ASSESSMENT DISTRICTS
COMMUNITY FACILITIES DISTRICTS
397
CITY COUNCIL AGENDA REPORT
INFORMATION/CONSENT AGENDA
AGENDA ITEM NO. I.9
DATE: November 19, 2024
TO: City Council
FROM: Jeff Pengilley, Community Development Director, (805) 385-8208, [email protected]
SUBJECT: Submittal of Grant Application to the Clean Power Alliance (CPA), Energized Communities Innovation Grant Fund Project to be Used for the Lamppost EV Charging Pilot.
RECOMMENDATION
That the City Council:
1. Authorize the City Manager to apply for the CPA Innovation Grant in the amount of $250,000;
2. Authorize the City Manager or designee to execute grant agreements and appropriate grant funds upon confirmation of the grant award;
3. Authorize the Chief Financial Officer or designee to submit financial reports and grant claims; and
4. Authorize the City Manager or designee to submit all program-related progress or status reports.
BACKGROUND
The City joined the CPA in 2018. The City continues to evaluate CPA programs and opportunities to further the programs identified within the City Council approved Climate Action and Adaptation Plan (CAAP). The CPA Energized Communities Innovation Fund Grant (The Innovation Fund) will further the City’s CAAP goal of advancing Electric Vehicle (EV) Charging infrastructure (CAAP program goal T:1 - 1,500 EV chargers by 2030). The grant supports projects that promote decarbonization, energy equity, reduce greenhouse gas emissions, and help cities reach climate goals. Innovation Grant Funds can be used for EV infrastructure, operations, and maintenance, and cannot be used for staff time.
The Innovation Fund application window is competitive and is open for municipal applicants from October 1–December 4, 2024. CPA will award funds in Spring 2025 and all funds must be expended by Spring 2027 (completion of project and all funds expended within two years). The City intends to apply for the maximum award of $250,000 and no match funds are required for this grant.
ANALYSIS/DISCUSSION
The City grant project is a Lamppost Electric Vehicle (EV) Charging Pilot. The pilot project aims to promote more accessible public EV charging in the city. CPA funds would be utilized to install Level 2 EV charging stations utilizing the existing lampposts along the A Street corridor between 3rd Street and 7th Street in Downtown Oxnard (see attached map and example equipment specification). Level 2 EV charging refers to vehicle charging which takes approximately four hours to secure a full charge. The EV equipment will be accessed by vehicles parked in the diagonal parking stalls adjacent to the Lamppost EV Charger. This type of EV installation requires no trenching, is minimally disruptive and installation can be completed within approximately 1 hour per lamppost. The retrofitted Lamppost EV Chargers within the subject area will be selected with consideration to future development projects and maximizing utilization. The total number of retrofitted Lamppost EV Chargers will depend upon the City's selected contractor, negotiated contract terms and cost. Staff anticipates that approximately three (3) to five (5) Lamppost EV Chargers can be installed within the 398
subject area.
There are many benefits to implementing the Lamppost EV Charging Pilot:
• Data Collection - The pilot will be used to collect and evaluate EV utilization metrics in the Downtown area.
Utilization metrics will allow City staff to make better decisions about the potential of expanding Oxnard’s EV network.
• Marketing and Expanding the EV Transition - This pilot is intended to give potentially new EV users comfort when deciding to transition to using an EV. Further, this pilot will ensure existing EV owners, who do not have at-home EV charging, will have access to charging.
• Boosts Downtown Economy - While EV users wait for their vehicles to charge, they can spend time walking around, running errands, or shopping, thus increasing foot traffic and overall activity in the area. • Efficient Use of Resources - Unlike traditional Level 2 EV charging stations, Lamppost EV Charging utilizes existing infrastructure, eliminating the need for permanent and expensive construction such as trenching and new electrical conduits. With the final installation, the city's lampposts will serve dual purposes: both lighting and EV charging.
• Reducing Citywide GHG Emissions - Implementing this program will contribute to achieving Oxnard’s Zero- Emission Vehicle CAAP goal of installing 1,500 (public and private) EV charging stations.
NEXT STEPS
If the City receives the grant award, the City will issue a Request for Proposal (RFP) to secure a partnership with a third- party EV charging station contractor and vendor. The vendor will be responsible for installation, operation, and maintenance of EV Lamppost equipment. The terms of the lease agreement will be dependent upon final CPA grant requirements, as well as contract terms negotiated with the vendor. The contract will be structured so that the City is not responsible for costs incurred due to the anticipated increases in energy utilization. Additionally, these increased utilization costs will be covered by EV charging customers, with rates to be determined during site lease negotiations once a vendor is selected. The agreement with the selected vendor will specify that the vendor will secure all necessary City permits, share utilization metrics with the City, and remove equipment at the end of the contract should the City desire the removal of the EV equipment. The agreement with the selected vendor will be presented to the City Council for approval.
STRATEGIC PRIORITIES
This agenda item supports the Infrastructure and Natural Resources strategy. The purpose of the Infrastructure and Natural Resources strategy is to preserve and improve our roads, utilities, parks, trees, water supply and natural resources through effective planning, prioritization, and an equitable and efficient use of available funding.
This agenda item supports the Quality of Life strategy. The purpose of the Quality of Life strategy is to restore and increase quality services and programs that enrich Oxnard's diverse community, promote safe neighborhoods, encourage community engagement, and support our residents in their efforts to improve their quality of life.
FINANCIAL IMPACT
There is no financial impact from applying for CPA’s Innovation Fund. If the grant is awarded, $250,000 in grant revenue will be recognized and appropriated for the project to the State & Local Grant Fund (210). There is no matching funding required.
COMMITTEE OUTCOME
This item did not originate in Committee.
Prepared by: Kathleen Mallory, Planning & Sustainability Manager, Ashley Barden, Sustainability Analyst
ATTACHMENTS
1. Conceptual Map of Pilot EV Installation and Equipment Specifications 399
400
Project Boundary Map
Project Boundary
Existing Lamppost
401
Conceptual EquipmentSpecification
For illustrative purposes only
402
CITY COUNCIL AGENDA REPORT
REPORTS
AGENDA ITEM NO. J.1
DATE: November 19, 2024
TO: City Council
FROM: Emilio Ramirez, Housing Director, (805) 385-8094, [email protected]
SUBJECT: Approval of the Downtown Oxnard Improvement Association Annual Work Plan and Budget for Fiscal Year 2024-25. (10 minutes)
RECOMMENDATION
That the City Council approve the Downtown Oxnard Improvement Association annual work plan and budget for fiscal year 2024-25.
(As of the date of this City Council agenda being posted, there is not yet an outcome from the November 12, 2024, Community Services, Public Safety, and Housing & Development Committee. Staff is available to answer any questions.)
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/jAnPJiwaQXo
BACKGROUND
In 2000, the City Council established the Oxnard Downtown Management District (“District”), a property-based business improvement district. The City Council adopted a resolution to approve the levy and collection of assessments against real property within the District annually. The City is the largest property owner in the District and also serves as the pass-through entity that levies the assessments for the District.
In 2019, the Oxnard Downtown Management District became a 501(c)(3), a public benefit nonprofit corporation incorporated as the Downtown Oxnard Improvement Association (“DOIA”).
On June 1, 2021, the City of Oxnard entered into a Management and Disbursement Agreement (“Agreement”) with DOIA who administers the assessment funds collected. The purpose of this Agreement is to establish the contractual relationship between the City and DOIA. Pursuant to Section 4.7.1, Reports, Work Plans and Budgets of the Agreement, the Downtown Oxnard Improvement Association is to prepare an annual work plan and budget in accordance with Section 36650 of the Streets and Highways Code and Article XIII.D of the California Constitution.
Per the agreement, the annual work plan and budget will be considered and approved by the City Council each year before December 1st.
In July 2024, the Oxnard Downtown Management District was renewed for a fifth time for a five-year term which begins on January 1, 2025 and was expanded north to include a two-block area between Second and First Street, increasing the number of parcels in the District from 404 to 433. Owners of real property within the District boundaries, depicted in Attachment 1 – 2024-2029 District Boundaries, pay a special assessment, which funds supplemental services and improvements over and above the City’s baseline services.
The assessment increased by $65,778 to $578,182 resulting from the expanded area and a modified assessment for multi- family residential properties.
403
DISCUSSION
The Annual Work Plan
DOIA’s fiscal year is December 1, 2024 – November 30, 2025. For fiscal year 2024-25, the annual work plan was developed over a series of meetings held by the four DOIA committees that oversee each category and consolidated at a special board work plan development session held on October 10, 2024. DOIA’s four committees include the Organization Administration, District Identity and Placemaking, Civil Sidewalks, and Land Use Committees.
The purpose and goals of each of DOIA’s committees is described below.
Organization Administration
The Organization Administration Committee oversees staff and day-to-day operations including insurance, finance, board policies, meetings, fundraising, and government relations. Proposed actions to be carried out by the Organization Administration Committee include outreaching to new members in the expanded District area, providing educational opportunities to board members, increasing stakeholder communications, recruiting volunteers, making presentations to community organizations, hosting business networking events, updating databases, surveying merchants and property owners, and applying for grants.
District Identity and Placemaking
The goal of the District Identity and Placemaking committee is to enhance downtown Oxnard’s brand, improve public perception, and position the District as a regional business and cultural attraction. Proposed projects include building out a visitor center to promote downtown attractions, expanding partnerships with local colleges, engaging artists and arts organizations, creating pop-up cultural experiences, promoting targeted business promotions, providing guidance to third party event organizers, reaching 20,000 followers on Instagram, installing street pole banners, and improving landscaping and container gardens.
Civil Sidewalks
The purpose of the Civil Sidewalks committee is to ensure that a clean and safe downtown is being maintained including store frontage, public parking lots, and alleyways. This committee also oversees the maintenance provider contract and relations with the Public Works and Oxnard Police departments. Proposed projects include hosting monthly meetings with safe and clean stakeholders (Oxnard Police Department, Clean Team, District Safety, and Homeless Services), working with faith-based organizations on homeless outreach, providing Narcan training to staff, deploying security cameras, organizing District cleanup events, and advocating for signs in public parking lots.
Land Use
The Land Use committee oversees all issues related to parking, transportation, planning, zoning, new developments, and outdoor dining encroachments. Proposed projects include compiling market data on vacant properties, pedestrian and traffic counts, promoting available buildings and spaces downtown as investment opportunities, activating underutilized properties, and recruiting specialty retail.
For a full description of each committee’s proposed projects and activities, please see Attachment 2- Proposed FY 2024- 25 Work Plan.
Fiscal Year 2024-25 Operating Budget
The total fiscal year 2024-25 DOIA budget is $578,182 and is divided into four categories corresponding with four committee areas. The proposed downtown improvements and activities include street, sidewalk, alley and parking lot cleaning, a public safety program, downtown business promotions and event marketing, expansion of physical amenities throughout Downtown, and other improvements and activities which benefit businesses and real property located within the District.
Civil Sidewalks receives the largest portion of the budget. It consists of 58% of the total budget or $335,000. These funds support maintenance and security contracts that enhance the District’s appearance and safety.
404
The budget for District Identity and Placemaking is $83,995 and includes advertising, banners, event production, printing, public art, website hosting, and holiday décor.
The budget for Administration and Operations is $159,187 and includes items salaries and wages of the executive director and program coordinator, rent, utilities, insurance, supplies, and all other items relating to the day-to-day operations of the organization.
The Land Use Committee is not allocated a budget.
FY 2024-25 District Annual Work Plan Budget
Annual Work Plan FY 24-25 Allocation
Civil Sidewalks $335,000
District Identity $83,995
Administration $159,187
Land Use 0%
Total $578,182
Revenue
The total projected revenue of $610,006 includes $45,188 from the previous year’s retained earnings, $551,818 from property assessments, and $13,000 from events income.
DOIA projects to carry over $31,824 in retained earnings to fiscal year 2025 – 26.
Please see Attachment 3- DOIA 2024-25 Budget for a copy of the complete operating budget for fiscal year 2024-25.
STRATEGIC PRIORITIES
This agenda item supports Economic Development strategy. The purpose of Economic Development strategy is to focus on the retention and expansion of Oxnard businesses by increasing the skills and employability of our local workforce, invite new business investments, and target site-based redevelopment opportunities.
FINANCIAL IMPACT
There is no financial impact associated with the recommended action. The city's adopted fiscal year 2024-25 General Fund (101) budget allocated $156,052.78 for payment of the assessments associated with the City, Successor Agency and Parking Authority owned real properties within the District. The remaining District revenues, which are projected at $395,765.22, will be collected by the County and paid to the City, who will then remit payment to the District from the Oxnard Downtown Mgt District Fund (561).
For Finance Use Only: General Fund (Org. 1014104 Obj. 57410); Oxnard Downtown Mgt District Fund (Org. 5618110 Obj. 57410)
COMMITTEE OUTCOME
As of the date of this City Council agenda being posted, there is not yet an outcome from the November 12, 2024, Community Services, Public Safety, and Housing & Development Committee. Staff is available to answer any questions.
Prepared by: Emilio Ramirez, Housing Director
ATTACHMENTS
1. 2025-2029 District Boundaries
405
2. Proposed FY 2024-25 DOIA Work Plan
3. FY 2024-25 DOIA Operating Budget
4. PowerPoint Presentation
406
THIRD ST
L B D R A N X O S
E StE St
Seventh St
Second St
Sixth St
Fourth St
t S a t e M
Eighth St
B StFIRST ST
A St
PLAZA
PARK
CIVIC CENTER
CITY HALL
PUBLIC
SAFETY
BUILDING
CIVIC CENTER
ANNEX 2
TRANSPORTATION
CENTER
HERITAGE
SQUARE
A St
B St
C St C St
MAP NOT TO SCALE
DIST RIC T B OUNDARY
407
Downtown Oxnard Improvement Association | 519 S. C St., Oxnard CA 93030 805.385.2705 | DowntownOxnard.org | @downtownoxnard
PURPOSE: Enhance Downtown’s image & DOIA’s standing in the community. Promote downtown as an attractive business, recreational, and cultural destination. Beautify public spaces, add “curb appeal,” activate public spaces to engage and connect community.
ACTIVITIES: Branding, public relations, advertising, social media, newsletter, website, special events, seasonal pole banners and holiday decorations, brochures, signature events including annual car show and Halloween in the park.
PROJECTS:
► Transform DOIA office lobby into a full service “visitor center” promoting downtown arts and offering Oxnard-branded goods for sale
► Coordinate a Holiday Storefront Window Display contest
PURPOSE: Be the leading advocate serving the interests of district property owners, merchants, and residents by assuring excellence in the management of the organization.
ACTIVITIES: Organization oversees staff and district administration, contractors, corporate finances, risk management, grants/fundraising, budget development, Board agendas and meetings, bylaws and policies, government relations, outreach, and annual election of Board members.
PROJECTS:
► Conduct welcome campaign to “onboard” members in district expansion area ► Review and update bylaws and policies (as needed)
► Provide DOIA / City stakeholder updates in monthly e-newsletter ► Host bimonthly “coffee hour” open house to provide updates and business support ► Provide brief updates to City Council via monthly Public Comments ► Present a dynamic annual report to City and stakeholders ► Execute business & property owner survey to collect feedback on BID services ► Apply for at least three project grants including potential CDBG funding ► Review individual Board member “pledge of commitment” ► Promote DOIA engagement opportunities to other community-based organizations and service clubs that complement and can advance DOIA’s mission ► Update merchant/landlord database
► Cultivate and sustain a volunteer database to grow organizational capacity ► Provide educational opportunities to Board members with timely notices on webinars, conferences, and creation of an on-demand knowledgebase ► Review and optimize meetings schedule for improved workflow and project management
408
Downtown Oxnard Improvement Association | Proposed FY 2024-25 Work Plan Downtown Oxnard Improvement Association | 519 S. C St., Oxnard CA 93030 805.385.2705 | DowntownOxnard.org | Social Media @downtownoxnard ► Spotlight a downtown merchant in weekly Social Media posts ► Highlight family friendly activities via online marketing and special events ► Help merchants storefront design (merchandising, window signage, sidewalk signs) ► Launch a QR-code-linked online feature to showcase downtown murals ► Partner with Ventura County Arts Council to curate exhibitions in DOIA gallery space ► Research business models and potential operators to re-open the Carnegie ► “Re-engineer” quarterly Art Crawl and track success via attendance counts and surveys ► Partner with CSUCI and Oxnard College for marketing interns and a downtown presence ► Participate in community events (parade entry, festival booths, partnerships, etc.) ► Offer event production support including logistics consultation, permit prep, equipment rental, and marketing services to achieve maximum benefit to the downtown community ► Expand partnership with Oxnard College on graduating class banner program to include a live event celebrating the achievements of the graduates ► Brand the DOIA organization in Social Media and website postings that stimulate community pride and offer volunteer and donor opportunities ► Produce a mobile live music series including performances in non-traditional venues to showcase local talent and diverse architecture
► Compile and promote annual events calendar for online & print distribution ► Improve sidewalk planters and install hanging flower baskets ► Reach 20,000 followers on Instagram by year end (currently 12,400) ► Obtain sponsors to help underwrite rising production costs of A Street Car Show ► Produce annual Halloween Haunt in the Park event
► Create 1 new revenue-generating ticketed experience to benefit a specific project
PURPOSE: To support Oxnard Police Department & Public Works in maintaining a clean, safe and welcoming public space, including street frontage, public parking lots, and alleyways.
ACTIVITIES: Ambassador services, sidewalk sweeping, litter pickup, pressure washing, trash enclosure cleaning, graffiti removal, weed abatement, landscaping, security patrols, business hospitality, and other crime and litter prevention tactics.
PROJECTS:
► Continue hosting a monthly roundtable with District Maintenance, OPD, District Safety and invite key City department managers as needed to coordinate on and respond to issues ► Engage faith-based and social service organizations to direct homeless to support services ► Provide Narcan training to clean & safe ambassadors
► Host a crime-prevention business workshop
► Advocate for replacement of Ficus trees that are damaging property, causing safety issues 409
Downtown Oxnard Improvement Association | Proposed FY 2024-25 Work Plan Downtown Oxnard Improvement Association | 519 S. C St., Oxnard CA 93030 805.385.2705 | DowntownOxnard.org | Social Media @downtownoxnard ► Engage with the operators of the new Homeless Solutions Center and the Many Mansions developments via Board advisory board positions
► Work with City to fill in tree wells and expand grates constricting tree growth ► Conduct street lighting audit and compile comprehensive repair and replacement report ► Install signs on trash enclosures and outreach to managers of multi-family residential to discourage illegal dumping; promote use of Del Norte MRF and City drop-off days ► Work with City Corps & City Public Works to secure District baseline services schedule ► Lobby Oxnard Police Department for greater presence and patrols in Downtown ► Organize and promote a Community Spring Clean-up Day
► Deploy security cameras around downtown to monitor areas prone to incidents ► Coordinate two Parking Structure clean-up days, improve security patrol routine ► Remove aging obsolete newsracks and payphones
► Develop a strategy to prevent overnight camping in Plaza Park via environmental design
PURPOSE: To support Oxnard Housing & Economic Development and Community Development departments in working with developers, business owners, and transit providers.
ACTIVITIES: Reviews development proposals, parking, transportation, mobility, planning, zoning, merchant mix.
PROJECTS:
► Compile vacancy rate, average rents, pedestrian and traffic counts data ► Promote investment opportunities via enhanced online “Doing Business” website featuring an interactive map of available properties, demographics, and resource listings ► Prospect other cities for specialty retail to recruit and fill gaps in merchant mix (eg. brewery, artisan/makers co-operative, candy shop, pet supply, etc.) ► Work with owners of vacant and underutilized properties to market properties for both short-term and long-term leases (former automotive shops, parking lots, etc.) ► Provide input on the design plans for the Meta District pocket park ► Actively monitor proposed new developments and advocate for high-quality design ► Work with City to facilitate small lot commercial development ► Engage with public transit operators and bicycle clubs to promote downtown routes ► Utilize floorspace in DOIA office/visitor center to promote the downtown vision plan ► Advocate to City and Visit Oxnard for subscription to Placer.io data mining service ► Identity and seek funding and resources to execute 1 tactical urbanism project ► Offer “investment opportunity” tours to real estate brokers and developers ► Advocate for Oxnard Blvd improvements to achieve “complete streets” vision 410
INCOME
PROGRAMS REVENUE FY 24-25
Carry Over (projected retained earnings on 12/01/24) 45,188 PBID Assessment (5% allowance for delinquent uncollected) 551,818 Rental Income ($1,250 monthly from office subleases* recognized in net rent expense) - Events Income (Summer car show) 13,000
TOTAL INCOME 610,006
EXPENSES
CIVIL SIDEWALKS
District Maintenance Services (staffing, overhead, supplies) 236,000 Security Services 99,000
TOTAL CIVIL SIDEWALKS PROGRAM 335,000
DISTRICT IDENTITY & PLACEMAKING
Pole Banners Design & Installation 3,000
Public Art 1,500
Holiday Décor 31,000
Advertising & Promotion 1,800
Creative Services (graphic design, video, copywriting) 30,500 Printing Production 1,800
Website Hosting 600
Event Production 10,295
Sponsorship 3,500
TOTAL DISTRICT IDENTITY & PLACEMAKING 83,995
ORGANIZATION
Staff Payroll (1FTE, 1PTE) 113,270
Payroll Taxes 10,317
Workers Comp 2,100
Space Cost (Rent, M&R, Utilities) 16,200
Office Operations (Telecom, Equipment Lease, & Supplies, Postage) 6,485 Insurance (Commercial Liability, D&O) 6,200
Organization Support (Accounting, Legal, Subscriptions, Education, Meetings) 4,615 TOTAL ORGANIZATION 159,187
TOTAL INCOME 610,006
TOTAL EXPENSES 578,182
RETAINED EARNINGS / CARRYOVER 31,824
PROPOSED FY 2024-25 BUDGET
411
DOIA
Annual Work Plan
and Budget
Fiscal Year 2024-25
Emilio Ramirez, Housing Director
Housing Department
City Council
November 19, 2024
412
Background
2 1. 2000 - City Council established Oxnard Downtown Management District (ODMD), a property-based business improvement district
2. City is largest property owner in the district.
3. In 2019 - ODMD became 501(c)(3), a public benefit nonprofit corporation incorporated as Downtown Oxnard Improvement Association (DOIA).
4. District boundaries were expanded in 2024.
5. District has been renewed five times and authorized until December 2029
6. City Council adopted a resolution to approve the levy and collection of assessments against real property within the District annually
7. City serves as the pass-through agency which levies the assessments for the District
8. Mutual goals of having a robust and thriving downtown 413
Background
3 414
Management & Disbursement Agreement
1. On June 1, 2021 City of Oxnard entered into Agreement with Downtown Oxnard Improvement Association (DOIA).
2. Purpose of this agreement: establish the contractual relationship between the City and the DOIA, and each of the parties’ responsibilities.
3. Section 4.7.1 requires DOIA to prepare annual work plan and budget in accordance with Section 36650 of the Streets and Highways Code, and Article XIII.D of the California Constitution. City Council to approve each year before December 1st.
4 415
Annual Work Plan and Budget
Committee Structure
1. Organization Administration
2. District Identity and Placemaking
3. Civil Sidewalks
4. Land Use
5 416
Organization Administration
The Organization Administration Committee oversees staff and day-to-day operations which includes insurance, finance, board policies, meetings, fundraising, and government relations.
Proposed Projects:
1. Outreach to new members in expansion area
2. Board development training
3. Increasing stakeholder communications
4. Recruiting volunteers
5. Presentations to community organizations
6. Hosting networking events
7. Updating databases
8. Surveying merchants & property owners
9. Applying for grants
6 417
District Identity and Placemaking
The goal of the District Identity and Placemaking Committee is to enhance downtown Oxnard’s brand, improve public perception, and position the District as a regional business and cultural attraction.
Proposed Projects:
1. Build out a full service visitor center
2. Expand partnerships with local colleges
3. Engage artists and local art organizations
4. Create pop-up cultural experiences
5. Reach 20,000 Instagram followers
6. Promote targeted business promotions
7. Offer event production support to event organizers
8. Improve landscaping and container gardens
9. Install street pole banners
7 418
Civil Sidewalks
The purpose of the Civil Sidewalks Committee is to ensure that a clean and safe downtown is being maintained including street frontage, public parking lots, and alleyways. This committee also oversees the maintenance provider contract and relations with the Public Works and Police Departments.
Proposed Projects:
1. Continue hosting monthly meetings with stakeholders
2. Work with faith-based organizations on homeless outreach
3. Deploy security cameras
4. Organize District Cleanup events
5. Provide Narcan training to staff
6. Advocate for signs in public parking lots
8 419
Land Use
The Land Use Committee oversees all issues related to parking, transportation, planning, zoning, new developments, and outdoor dining encroachments.
Proposed Projects:
1. Compile market data on vacant properties, pedestrians & traffic counts
2. Promote available buildings and spaces downtown as investment opportunities
3. Activate underutilized properties
4. Recruit specialty retail to fill gaps in merchant mix 9 420
Annual Work Plan Budget
10 Annual Work Plan Allocation Amount
Civil Sidewalks (maintenance service
contract, uniforms, tools, supplies, and
security guard service)
58% $335,000
District Identity (advertising, banners,
event production, printing, public art,
website, and holiday decor)
14.5% $83,995
Administration (salaries for executive
director and administrative assistant, rent,
utilities, insurance, and supplies)
27.5% $159,187
Land Use 0% $0
TOTAL 100% $578,182
421
Financial Impact
The adopted fiscal year 2024-25 City budget allocated $156,052.78 in account number 1014104-57410 for payment of the assessments associated with City, Successor Agency, and Parking Authority owned real properties within the District. The remaining District revenues, which are projected at $395,765.22, will be collected by the County and paid to the City, who will then remit payment to the District using account number: 561 8110 57410.
11 422
Recommendation
That the City Council approve the Downtown Oxnard Improvement Association annual work plan and budget for fiscal year 2024-25.
12 423
424
CITY COUNCIL AGENDA REPORT
REPORTS
AGENDA ITEM NO. J.2
DATE: November 19, 2024
TO: City Council
FROM: Michael Wolfe, Public Works Director, (805) 385-8055, [email protected]
SUBJECT: Agreement 32500183 with GHD Engineering, Inc. for Owner’s Engineer Professional Services for Advanced Water Purification Facility Improvements & Expansion and Aquifer Storage & Recovery / Injection Well Field Project, Specification No. PW 24-119. (10 minutes)
RECOMMENDATION
That the City Council approve and authorize:
1. The Mayor to execute an Agreement with GHD Engineering, Inc. in the amount of $5,000,000 from December 1, 2024, to November 31, 2029, for owner’s engineer professional services for Advanced Water Purification Facility (AWPF) Improvements & Expansion Project and the Aquifer Storage & Recovery (ASR) / Injection Well Field Project, Specification No. PW 24-119;
2. Project budget appropriations of $3,500,000 in the AWPF Improvements & Expansion Project (C2023) and $1,500,000 in the Aquifer Storage & Recovery (ASR) / Injection Well Field Project (C2551) for a total of $5,000,000 from the Water Development Impact Fee Fund (603) available fund balance, as well as the corresponding Water Capital Fund (602) transfer in/appropriation in the same amounts; and
3. Project budget unappropriations of $750,000 from the Water WIFIA Fund (607) and $478,977 from the Water Resource Fee Fund (606) in the AWPF Improvements and Expansion Project (C2023) as well as the corresponding Water Capital Fund (602) transfer in/appropriation in the same amount.
(This item did not originate in Committee as this is a capital improvement project specifically listed in the Capital Improvement Program budget, which was previously approved by the City Council.)
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/C6dWUpAEEBs
BACKGROUND
As a key element of the City's Groundwater Recovery Enhancement and Treatment (GREAT) Program, the AWPF Improvements & Expansion, and ASR / Injection Well Field Project will utilize recycled water available to provide water supply resiliency and sustainability for the future, especially if there is a legal curtailment or ramp down of groundwater pumping from the pending water basin adjudication.
The projects include improving the existing water treatment processes at the AWPF to improve operations to expand the AWPF capacity to a theoretical capacity of 15 million gallons per day and construct additional groundwater wells and transmission mains to optimize indirect potable reuse (IPR).
To be successful, projects of this scale and complexity require full-time project management and technical oversight. To meet this need, the Public Works Department solicited a consultant with a strong record of Owner’s Engineer professional experience that would provide full-time staffing on a contracted basis to manage these projects' extensive planning, engineering, and construction.
425
Capital Improvement Project (CIP) Reference:
Project No. C2023 – Recycled Water: AWPF Improvements and Expansion Project - CIP 2025-2029 - Adopted June 4, 2024 – Page 140.
Project No. C2551 – Recycled Water: Aquifer Storage & Recovery (ASR) / Injection Well Field - CIP 2025-2029 - Adopted June 4, 2024 – Page 138.
DISCUSSION
There is a need for Owner’s Engineer professional services due to the high current and projected workload of the assigned City Project Managers and the complexity of the projects, which requires professionals in multiple disciplines including membrane filtration process engineering, groundwater hydrology and modeling, new well siting and development, and transmission pipelines engineering. The other City Project Managers also have full workloads, and their availability would likely be insufficient to manage this project at the level it requires.
The scope of work for the Owner’s Engineer professional services for the AWPF Improvements, Expansion, and ASR / Injection Well Field Project, PW 24-119 includes, but is not limited to, the following tasks:
• Review available documents including as-builts plans, previous studies and technical documents, NPDES requirements, water quality reports, and other applicable documents. • Develop planning documents including the development of technical memorandums, cost estimates, and life- cycle costs.
• Present and recommend the best delivery approach (e.g. Traditional Design-Bid-Build Design-Build, Progressive Design-Build, etc.) that would best meet the City’s needs. This would include reviewing the City’s procurement policies to determine which approach would comply.
• Develop scope of work and RFP/RFQ to meet the City selected delivery approach. • Develop a permitting plan and submit all required permits to the applicable agencies. • Assist in obtaining and reporting funding/financing opportunities including work related to acquiring identified funding and reporting as it pertains to the City’s WIFIA loan. • Make presentations to staff, public, and City Council. • Coordinate, attend, conduct, record and assist the City at all project meetings and prepare minutes as needed. • Develop and continuously update a Master Project Schedule. • Prepare a task matrix list that identifies roles and responsibilities up to six months in advance and project milestones.
• Serve as the City’s representative for design and construction phases, project closeout, and warranty services through the entire duration of the project.
The Request for Qualifications (RFQ) for the project was published on May 30, 2024, and proposals were due on July 23, 2024. The City received three proposals, which all deemed complete and responsive. These were then reviewed by three staff members consisting of the AWPF Operations Manager, Water Operations Manager, and Senior Civil Engineer.
GHD Engineering, Inc. (GHD) was selected as the most qualified firm to provide Owner’s Engineer professional services for the two subject projects. The selection was based on the firm’s extensive experience serving as Owner’s Engineer for major advanced membrane water treatment facilities throughout California, engineering and construction experience, having performed other projects successfully with the City, an understanding of the Engineering Division's needs, and a dedicated local presence. Staff has confirmed that GHD meets all required City contractual provisions including possession of a City business tax certificate, insurance certificates and corporate filing with the California Secretary of State.
The project planning and engineering work is scheduled to begin in late calendar year 2024, and design and construction work will continue for the next five years. GHS will work closely with the city staff, other project consultants, and AWPF operations staff to keep the project on delivery schedule.
426
STRATEGIC PRIORITIES
This agenda item supports the Infrastructure and Natural Resources strategy. The purpose of the Infrastructure and Natural Resources strategy is to preserve and improve our roads, utilities, parks, trees, water supply and natural resources through effective planning, prioritization, and an equitable and efficient use of available funding.
FINANCIAL IMPACT
The total cost for this Agreement shall not exceed $5,000,000 and will be used for two CIP projects: AWPF Improvements and Expansion Project (C2023) and ASR / Injection Well Field (C2551). This is a time and materials- driven contract based on approved labor rates and not-to-exceed fee amount; multiple assignments will be issued and managed by the City Project Manager during the contract period.
The AWPF Improvements and Expansion Project (C2023) currently has $1,228,977 allocated from the Water Resource Fee Fund (606) and Water WIFIA Fund (607); however, staff is proposing to appropriate Water Resource Development Impact Fees Fund (603) to fund this Agreement instead of the current funding sources. This will result in unappropriating $1,228,977 in allocated funds and appropriating $3.5M from the Water Resource Development Impact Fee Fund (603) as well as the corresponding Water Capital Fund (602) transfer in/appropriation in the same amounts.
It should be noted that the Water Resource Development Impact Fees Fund (603) is funded through development impact fees and designated for particular areas, in this case, the development of new water sources for the City. The funds are tracked and reported annually in the AB1600 Annual and Five-Year Report for Development Impact and In-Lieu Fees, with estimated expenditure timelines. To ensure timely expenditure of these funds, staff recommends using them for this proposed work.
The Aquifer Storage & Recovery (ASR) / Injection Well Field Project (C2551) currently has no funds appropriated; however, staff is proposing to appropriate Water Resource Development Impact Fees Fund (603) to fund this Agreement for $1.5M as well as the corresponding Water Capital Fund (602) transfer in/appropriation in the same amount.
The new appropriation in the Water Resource Development Impact Fees Fund balance (603) is $5M.
CIP PROJECT FUND FY 24-25
AVAILABLE
PROJECT
BUDGET
ADDL
PROJECT
BUDGET +
TRANSFERS
NEW
AVAILABLE
PROJECT
BUDGET
Water Resource Fee
Fund (606)
$478,977 -$478,977 $0
Water WIFIA Fund
(607)
$750,000 -$750,000 $0
AWPF Improvements
and Expansion Project
(C2023)
Water Resource
Development
Impact Fees Fund (603)
$0 $3,500,000 $3,500,000
TOTAL $1,228,977 $2,271,023 $3,500,000
CIP PROJECT FUND FY 24-25
AVAILABLE
PROJECT
BUDGET
NEW
PROJECT
BUDGET
AVAILABLE
PROJECT
BUDGET
427
Aquifer Storage & Recovery
(ASR) / Injection Well Field
Project (C2551)
Water Resource
Development Impact
Fee Fund (603)
$0 $1,500,000 $1,500,000
TOTAL $0 $1,500,000 $1,500,000
COMMITTEE OUTCOME
This item did not originate in Committee as this is a capital improvement project specifically listed in the Capital Improvement Program budget, which was previously approved by the City Council.
Prepared by: Timothy Beaman, Assistant Public Works Director
ATTACHMENTS
1. Agreement 32500183 GHD
2. FY 22-23 AB1600 Report
3. Presentation
428
PRO
FESSI
ONAL SERVICES AGREEMENT
BETWEEN
THE CITY OF OXNARD AND GHD Inc.
By T
his Professional Services Agreement (“Agreement”), the City of Oxnard (“City”) agrees to engage the Services of GHD Inc.(“Consultant”), and Consultant agrees to perform the Services for City as herein described, for the compensation, during the term, and otherwise subject to the covenants and conditions herein set forth. City and Consultant may be individually referred to as “Party” or collectively as the “Parties.”
1. [Intentionally Omitted]
2. SUM
MARY DESCRIPTION OF SERVICES.
Owner’s Engineer Professional Services for the Improvements, Expansion of the Advanced Water Purification Facility and New Wells Projects
3. PART
IES.
City
of Oxnard, a general law and municipal corporation of the State of California, located at 300 West Third Street, Oxnard California 93030.
GHD
Inc., a corporation of the State of California, located at 320 Goddard Way, Suite 200, Irvine, CA 92618
4. TE
RM OF AGREEMENT: From (Date): November 1, 2024 To (Date): October 31, 2029 A. Ti
me is of the essence in this Agreement
B. This Agreement does not have any options to extend.
C. [Intentionally Omitted]
D. All Services required of Consultant under this Agreement shall be completed on or before the end of the term of the Agreement.
5. AGRE
EMENT AMOUNT NOT TO EXCEED: $5,000,000.
6. AGRE
EMENT EXHIBITS. The following documents memorialized below are the only exhibits to this Agreement and are incorporated by reference as though fully set forth herein. In the event of a conflict between the Exhibits and this Agreement, the Agreement controls.
Ex
hibit A: Scope of Services
Exhibit B: Schedule of Compensation
Exhibit C: Insurance Requirements: City Insurance Exhibit INS-A Exhibit D: Living Wage Policy
Exhibit E: Prevailing Wage Policy
Exhibit F: Iran Contracting Certification
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7. DESI
GN
ATED REPRESENTATIVES. The Designated Representatives listed below shall be authorized to act on behalf of the named Party, be responsible for negotiations and contractual matters, and coordinate with each other to perform the Services under this Agreement. Additionally, Consultant’s Services shall be performed or immediately supervised by the Consultant’s Representative:
City Designated Representative
Name Timothy Beaman
Title Assistant Public Works Director
Phone 805-385-8141
Email [email protected]
Address 305 W Third St
Oxnard, CA
Consultant Designated Representative
Name Paul Hermann
Title Principal
Phone 949-858-5217
Email [email protected]
Address 320 Goddard Way, Suite 200
Irvine, CA 92618
8. CONT
RACTUAL PREREQUSITIES. This Agreement must first be executed by the Consultant, after which the Agreement shall be approved as to form by the City Attorney, then executed by the Mayor, or an authorized person on behalf of the City, and if executed by the Mayor shall also be executed by the City Clerk.
A. Cons
ultant is advised that any recommendation for Agreement award is not binding on City until the Agreement is fully executed and approved by City.
B. A request for modification of the terms, prior to execution of the Agreement, must be made in writing and presented to the Designated Representative of the City prior to the time this Agreement is executed.
C. All proof of a City tax certificate, insurance, and W-9 forms is required prior to execution of this Agreement.
D. Consultant shall not perform any work under this Agreement until a proof of insurance has been provided to the City as required under Section 24 of this Agreement.
9. CO
NSULTANT’S SERVICES.
A. Cons
ultant shall perform the tasks, obligations, and Services set forth in the “Scope of Services,” attached to and incorporated into this Agreement as “Exhibit A.” Once this Agreement is executed, the Scope of Services may only be modified by written Amendment pursuant to Section 13 of this Agreement.
B. The Services shall be coordinated with the designated City Project Manager set forth in Exhibit A subject to the direction of the City Manager or Department Director. Consultant hereby designates its Project Manager as set forth in “Exhibit A” as the person responsible for the Services who shall coordinate with City’s Project Manager in executing the Scope of Services under this Agreement.
10. COM
PENSATION. City shall pay Consultant for the Services performed pursuant to the terms of this Agreement and the “Schedule of Compensation,” attached to and incorporated into this Agreement as “Exhibit B.” City shall pay Consultant an amount not to exceed the amount is listed in Section 5 of this Agreement. Once this Agreement is executed, the Schedule of Compensation may only be
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430
modified
by written Amendment pursuant to Section 13 of this Agreement, and may be subject to approval by the City Council.
11. PAYMENT
and INVOICES. The City shall pay all undisputed portions of any applicable invoice within thirty (30) days after receipt of an invoice. In the event the City disputes one or more items in an invoice, the City shall, within thirty (30) days after receipt of such invoice, notify the Consultant of the item(s) being disputed and the reason(s) therefore. The City may withhold payment for such disputed items until resolution of the dispute.
A. Payment
Request. Consultant shall submit a payment request to CITY by the end of each calendar month listing the Services provided, costs of those Services, and total amount due for the month. Invoices may be emailed to: [email protected].
B. Consultant’s acceptance of final payment made pursuant to this Agreement shall constitute a release of City from all claims and liabilities for compensation to Consultant for anything completed, finished or relating to the Services. City’s payment shall not constitute nor be deemed a release of the responsibility and liability of Consultant for the accuracy and competency of the information provided and/or the Services performed hereunder, nor shall such payment be deemed to be an assumption of responsibility or liability by City for any defect or error in the Services performed by Consultant and its employees, agents and subcontracted Consultants.
C. Consultant shall provide City with a completed Request for Taxpayer Identification Number and Certification, as issued by the Internal Revenue Service. If any sales tax is due for the Services performed by Consultant or materials or products provided to City by Consultant, Consultant shall pay the sales tax. City shall not reimburse Consultant for sales taxes paid by Consultant.
D. Non-Appropriation of Funds. Payments to be made to Consultant by City for the Services performed within the current fiscal year are within the current fiscal budget and within an available, unexhausted and unencumbered appropriation of City. In the event City does not appropriate sufficient funds for payment of the Services beyond the current fiscal year, this Agreement shall cover payment for the Services only up to the conclusion of the last fiscal year in which City appropriated sufficient funds and shall automatically terminate at that fiscal year’s conclusion.
12. OPTI
ON TO EXTEND AGREEMENT. When in the City’s best interest, this Agreement may only be extended, if the City, in its discretion, exercises an option term in accordance with Section 4 subparagraphs (B) and (C) of this Agreement. The initial term, plus any option to extend shall not exceed a total of five (5) years. If no option to extend the Agreement appears in section 4(B), then this Agreement shall not be extended.
13. MODIFIC
ATION OF AGREEMENT. This Agreement may be amended, modified, or otherwise altered, or its provisions waived, only upon mutual consent of the Parties by written amendment, and as authorized by the Oxnard City Code, Sections 4-59 and 4-60. The City may request that the Consultant perform Extra Services. As used herein, "Extra Services" means any services, which are determined by the City to be necessary for the proper completion of the project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. A written
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amendm
ent signed by both Parties shall be required to authorize performance of and payment for Extra Services.
14. T
ERMINATION OF AGREEMENT. City may terminate this Agreement at any time, with or without cause and without penalty, upon fifteen (15) calendar days’ prior written notice pursuant to Section 22 of this Agreement. Such termination shall be effective on the date specified in the notice, or if no date is specified, then fifteen (15) calendar days from the date of the notice. City shall be liable to Consultant only for work done by Consultant up to and including the date of termination of this Agreement unless the termination is for cause, in which event Consultant need be compensated only to the extent required by law. Consultant may terminate this Agreement at any time during the term of the Agreement by giving the City sixty (60) calendar days’ prior written notice.
15. [
RESERVED]
16. I
NDEPENDENT CONTRACTOR. Consultant is and shall at all times remain, as to City, a wholly independent contractor. Neither City nor any of its employees or agents shall have control over the conduct of Consultant or any of its employees, except as stated in this Agreement. Consultant has and shall retain the right to exercise full control over the employment, direction, means of performance, location, compensation and discharge of all persons assisting Consultant. This Agreement shall not be interpreted to prevent or preclude Consultant from rendering any Services for Consultant’s own account or to any other person or entity as Consultant in its sole discretion shall determine; provided, however, that performing such Services shall not materially interfere with the Services the Consultant shall perform for the City. The City retains the right to provide general instructions to and observe the Consultant in the performance of all Services done on behalf of the City.
C
onsultant and its employees, subconsultants, and agents have no authority, express or implied, to act on behalf of City in any capacity, to incur any debt, obligation or liability on behalf of City, bind City in any manner, or otherwise act on behalf of City as an agent. Consultant T and its employees are not employees of City. Consultant and its employees are not entitled to receive from City any of the benefits or rights afforded employees of City, including but not limited to reserve leave, sick leave, vacation leave, holiday leave, compensatory leave, Public Employees Retirement System benefits, and health, life, dental, long-term disability and workers’ compensation insurance benefits. Consultant shall not, at any time or in any manner, represent that it or any of its agents, subconsultants, or employees are in any manner agents, subconsultants, or employees of City.
17. L
AWFUL PERFORMANCE. Consultant shall abide by all federal, state, and local laws and regulations as may be related to the performance of duties under this Agreement. Consultant, at its sole expense, shall obtain and maintain during the term of this Agreement, all appropriate permits, licenses, and certificates that may be required in connection with the performance of Services under this Agreement.
18. SA
FETY REQUIREMENTS. Consultant shall not perform any Services for the City when the Consultant is impaired by alcohol or a controlled substance. When there is reasonable cause to believe that any person has violated this provision, that person shall be immediately removed from
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the pr
emises and be subject to any applicable civil and/or criminal penalties under the City’s Code and/or under state law. All work performed under this Agreement shall be performed in such a manner as to provide safety to the public. The City reserves the right to issue restraining or cease and desist orders to Consultant when unsafe or harmful acts are observed or reported relative to the performance of the work under this Agreement. The acceptance of Consultant 's work by City shall not operate as a release of the Consultant from such standard of care and workmanship.
19. STANDARD OF PERFORMANCE; WARRANTY. Consultant agrees to perform all Services required by this Agreement in a professional and competent manner, in accordance with the degree of skill and diligence which is normally employed by reputable professionals performing similar Services under similar conditions in the same or similar locality. Such Services shall also be performed in a manner which is reasonably satisfactory to City Project Manager, or designee (hereinafter the “Project Manager”), provided that discretion in determining what is satisfactory shall not alter the foregoing standard of care.
A. In accordance with the standard of care set forth in the first sentence of Section 19, the Consultant agrees that it:
(1) Has thoroughly reviewed and considered the services and work to be performed; and (2) Has reviewed the issues regarding the Scope of Services to be provided; and (3) Has carefully considered how the services and related work should be performed; and (4) Fully understands the facilities, difficulties and restrictions associated with performance of the services required by this Agreement.
20. OWNERSHIP OF CONSULTANT’S WORK PRODUCT, CONFIDENTIALITY & DISCLOSURE, RECORDS & WARRANTY. City shall be the owner of any and all technical documents and records, including, computations, plans, correspondence, and/or other pertinent data and information, both hard copy and electronic, gathered or prepared by Consultant in performance of this Agreement and shall be entitled to immediate possession of the same upon completion of the work under this Agreement, or at any earlier or later time when the same may be requested by City.
A. Ownership of Documents. Every report, draft, work product, map, record, and other document reproduced, prepared, or caused to be prepared by the Consultant pursuant to or in connection with this Agreement shall be the exclusive property of the City.
B. Deliverables. Consultant shall deliver to the City the studies, plans, specifications, or other documents as are identified in the Scope of Services; and Consultant shall, upon completion of all work or termination of this Agreement, submit to the City all information developed in the course of the Consultant 's services. Consultant shall, in such time and in such form as the City may require, furnish reports concerning the status of Services required under this Agreement. Consultant shall, upon request by City and upon completion or termination of this Agreement, deliver to the City all material furnished to Consultant by the City.
C. Records and Inspections. The Consultant shall maintain full and accurate records, with respect to all Services and matters covered under this Agreement. Books and records pertaining to costs shall be kept and prepared in accordance with generally accepted accounting principles. The City shall have free access at all reasonable times to such records, both hard copy and electronic, and the right to examine and audit the same and
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to m
ake transcripts therefrom, and to inspect all program data, documents, proceedings, and activities.
D. Confidentiality. Information that is exempt from disclosure to the public is confidential.
This includes information relating to the past, present, or future affairs of the City or information belonging to a third party whose information is in the City’s possession or control under obligations of confidentiality. Consultant may be granted access to information that is exempt from disclosure to the public (Government Code Section 7920.505) and may contain “trade secrets” (see Government Code Section 7924.510(f)) when it is necessary for Consultant to perform its obligations pursuant to this Agreement.
If Consultant is granted such access to confidential information, Consultant shall not be considered to be a member of the public as that term is used in Government Code Section 7920.515.
E. Disclosure of Information. Consultant shall not disclose, publish, or authorize others to disclose or publish, design data, drawings, specifications, reports, or other information pertaining to the projects assigned to Consultant by the City or other information to which the Consultant has had access during the term of this Agreement without the prior written approval of the City’s Designated Representative during the term of this Agreement and for a period of two (2) years after the termination of this Agreement.
F. No Warranty. Other than an obligation upon the City to deal in good faith, the City makes no warranties and shall bear no liability or responsibility for errors or omissions in any Confidential Information disclosed under this Agreement or for any business decisions made by Consultant in reliance on any Confidential Information disclosed under this Agreement.
21. NOTICE OF BREACH AND OPPORTUNITY TO CURE. Neither Party will be in breach of this Agreement where the breach is capable of being cured, or until written notice of the breach is received from the non-breaching Party. The Party charged with breach will have fifteen (15) calendar days from the date of receiving such notice in which to cure the breach or otherwise respond. If the circumstances leading to the charge that the Agreement was breached have not been cured or explained to the satisfaction of the other Party within fifteen (15) days from the date on which the breaching Party received notice of breach, the non-breaching Party may terminate this Agreement.
Notice shall be given in the manner set forth in section 22.
22. NOTICE. All notices given or required to be given pursuant to this Agreement shall be in writing and may be given by personal delivery or by first-class mail. Notice sent by mail shall be addressed to each Party’s Designated Representative as set forth above in Section 7. When addressed in accordance with this Section, such notice shall be deemed given upon deposit in the United States mail, postage prepaid. In all other instances, notices shall be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this Section.
23. INDEMNIFICATION, HOLD HARMLESS & DEFENSE. Except as set forth in Subsection b of this Section 23, and to the fullest extent permitted by law, Consultant shall immediately defend, indemnify, and hold harmless the City, its officers, employees, representatives, and agents (the “City Indemnitees”), from and against those actions, suits, proceedings, claims, demands, losses, costs,
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and expe
nses, including legal costs and reasonable attorneys’ fees, for any personal injuries, deaths, or property damage, including property owned by the City (collectively “Claims”) which may arise out of Consultant's negligence or willful misconduct in the performance of the services described in this Agreement, unless such Claims are proven to be caused by the negligence or willful misconduct of the City Indemnitees.
A. The provisions of this Subsection b apply only in the event that Consultant is a design professional within the meaning of California Civil Code section 2782.8 (“Design Professional”). The term Design Professional, as defined in said section, is limited to licensed architects, licensed landscape architects, registered professional engineers, professional land surveyors, and the business entities that offer such services in accordance with the applicable provisions of the California Business and Professions Code.
(1) Notwithstanding the provisions of Section 23 above, to the extent that the services to be provided under this Agreement are those of a Design Professional, Consultant's duty to indemnify, hold harmless, and defend the City Indemnitees shall be limited to the extent that any Claims arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, its officers, agents, employees or subconsultants in the performance of the services described in this Agreement. (2) In no event shall the costs of defense charged to Consultant exceed the Consultant’s proportionate percentage of fault, except as otherwise set forth in said Civil Code section 2782.8, the provisions of which are incorporated into this Agreement by this reference.
Nothing in this Subsection b shall be construed to require Consultant to provide indemnification for Claims caused by the active negligence or willful misconduct of the City Indemnitees
B. The City does not and shall not waive any rights that it may have against Consultant under this Section, because of the acceptance by the City, or the deposit with the City, of any insurance policy or certificate required pursuant to this Agreement. The hold harmless and indemnification provisions of this Section 23 shall apply regardless of whether said insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost, or expense described herein.
C. The obligation to indemnify and defend, as set forth in this Section 23, is binding on the successors, assigns, or heirs of Consultant and shall survive the expiration or any early termination of this Agreement.
24. INSURANCE. Consultant shall obtain and maintain during the performance of any Services under this Agreement the insurance coverages listed within “Exhibit C”, which is attached hereto and incorporated herein by this reference, unless the Risk Manager waives, in writing, the requirement that Consultant obtain and maintain such insurance coverages. Such insurance must be issued by a company satisfactory to the Risk Manager. Consultant shall, before performance of any Services pursuant to this Agreement, file with the Risk Manager evidence of insurance coverage as specified in “Exhibit C”. Maintenance of insurance coverages by Consultant is a material element of this Agreement. Consultant’s failure to maintain or renew insurance coverages or to provide renewal evidence shall be considered a material breach of this Agreement.
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25. LIV
ING WAGE REQUIREMENTS. During the term of this Agreement, Consultant understands and agrees that if Living Wages are applicable, subject to the 2002 Oxnard City Council Living Wage Policy, attached as “Exhibit E” to this Agreement, Consultant will pay and/or provide the wages and/or benefits required therein to all of its employees engaged in whole or in part in performing the Services provided for by this Agreement. The Living Wage is updated on July 1 of each year, and the duty to pay the correct wage is the responsibility of the Consultant.
26. PREVAILING WAGE REQUI
REMENTS. The payment of State prevailing wages as designated for Ventura County shall apply to public works projects. However, this section shall not apply to work performed on a public works project of twenty-five thousand dollars ($25,000) or less when the project is for construction, alteration, demolition, installation, or repair work; or to work performed on a public works project of fifteen thousand dollars ($15,000) or less when the project is for maintenance work. Prevailing wages are required to be paid to all workers, including subcontracted employees.
For further information regarding Prevailing Wage Requirements please refer to Exhibit “F” attached to this Agreement.
A. To determine if this Agreement is subject to compliance monitoring and enforcement, go to:
http
s://www.dir.ca.gov/Public-Works/PublicWorksSB854FAQ.html B. It is unlawful to split, or separate into small portions, work orders, projects, purchases, or public works projects for the purpose of evading these prevailing wage requirements.
C. In the event that there is a difference between the amount of wages to be paid under the City of Oxnard’s local Living Wage requirements and the requirements of this provision, the wage rate that is the higher of the two shall be applicable to this Agreement. The duty to pay the correct wage is the responsibility of the Consultant.
27. IRAN CONTRACTING ACT. In accordance with the Iran Contract Act of 2010 (Public Contract Code sections 2200-2208) the City requires that any Consultant that submits a proposal or otherwise proposes to enter into or renew a contract with the City with respect to goods or Services of one million dollars ($1,000,000) or more, must certify, that the Consultant is not identified on a list created pursuant to subdivision (b) of Public Contract Code Section 2203 as a person engaging in investment activities in Iran described in subdivision (a) of Public Contract Code Section 2202.5, or as a person described in subdivision (b) of Public Contract Code Section 2202.5, as applicable.
A Consultant is ineligible to enter into any contract with the City for goods or Services of one million dollars ($1,000,000) or more if the Consultant engages in investment activities in Iran. Consultant must certify that it is not on the list of ineligible vendors prohibited from doing business with the State of California and shall complete the Iran Contract Act Certification attached as Exhibit G.
28. SUBCONTRACTING. If Consultant requires the assistance of a subcontractor to render any Services under this Agreement, Consultant shall obtain prior written consent from the City before a subcontractor performs any service pursuant to this Agreement. All subcontractors shall be identified in the Scope of Work attached to this Agreement as “Exhibit A”. Consultant is fully responsible for satisfactory completion of all its subcontractors’ work. All subcontractors shall be properly licensed and insured; and bonded, if applicable. Consultant shall be responsible for all liabilities regardless of nature, type, or cause, arising out of or resulting from or in connection with subcontractors
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perfor
mance pursuant to this Agreement or subcontractors failure to comply with any of its obligations in connection with this Agreement.
29. CONFLICT OF INTEREST. Consultant covenants that it does not have any interest, nor shall it acquire any interest, directly or indirectly, which would conflict in any manner with the performance of Consultant’s Services under this Agreement. Consultant further covenants that in the performance of Services under this Agreement, no officer, employee or agent of Consultant having such interest shall be employed by it. In the event the City determines that Consultant must disclose its financial interests by completing and filing a Fair Political Practices Commission Form 700, Statement of Economic Interests, Consultant shall file such Form 700 with the City Clerk’s Office pursuant to the written instructions provided by the City Clerk. Acquisition or maintenance of a conflicting interest by Consultant may result in termination of this Agreement by the City.
30. DISPUTES. Except as otherwise provided in these provisions, any dispute concerning a question of fact arising under this Agreement, shall be decided by the City’s Designated Representative, who shall reduce this decision to writing and mail a copy to the Consultant. The decision of the City’s Designated Representative shall be final and conclusive unless Consultant requests mediation within ten (10) calendar days. Pending final decision of a dispute, the Consultant shall proceed diligently with the performance of the Agreement and in accordance with the decision of the City’s Designated Representative.
31. DISPUTE RESOLUTION. Should an unresolved dispute arise out of this Agreement, any Party may request that it be submitted to mediation. The Parties shall meet in mediation within a reasonable time not to exceed forty five (45) days of a request. The mediator shall be agreed to by the mediating Parties. In the absence of an Agreement on a mediator, the Parties shall each submit one name from mediators listed by the American Arbitration Association, the California State Board of Mediation and Conciliation, or other agreed-upon service. The mediator shall be selected by a “blindfold” process.
The cost of mediation shall be borne equally by both Parties. Neither Party shall be deemed the prevailing Party. No Party shall be permitted to file a legal action without first meeting in mediation and making a good faith attempt to reach a mediated settlement. The mediation process, once commenced by a meeting with the mediator, shall last until Agreement is reached by the Parties but not more than sixty (60) calendar days, unless the maximum time is extended in writing by both Parties.
32. ASSIGNMENT. This Agreement is for the professional Services of Consultant. Any attempt by Consultant to assign the benefits or burdens of this Agreement without the prior written approval of City shall be prohibited and shall be null and void. Consultant 's Services pursuant to this Agreement shall be provided by the Consultant’s Designated Representative or directly under his/her supervision, and Consultant shall not assign another to supervise the Consultant 's performance of this Agreement without the prior written approval of City, by and through the City’s Designated Representative.
33. CARE OF WORK. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the Services or as represented by the City, Consultant shall immediately inform
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the City of
such fact and shall not provide any Services, except at Consultant’s risk, until written instructions are received from the Project Manager.
34. REPORTS. Upon request by the Project Manager or as otherwise required by this Agreement, including but not limited to, the Scope of Services set forth in Exhibit “A”, Consultant shall prepare and submit reports to the City concerning Consultant's performance of the Services required by this Agreement.
35. AUDIT. City shall have the option of inspecting, auditing and/or reproducing all records and other written materials used by Consultant in preparing its billings to City as a condition precedent to any payment to Consultant, or for other purposes relating to the Agreement. Consultant will promptly furnish all documents requested by City. Additionally, if this Agreement is in excess of $10,000, the State Auditor may examine and audit Consultant for a period of 3 years after final payment under the Agreement. Regardless of whether a State audit is permitted, Consultant shall maintain and preserve all such records for a period of at least 3 years after final payment under the Agreement or until an audit has been completed and accepted by City, whichever occurs later. Consultant shall maintain all such records in City or to promptly reimburse City for all reasonable costs incurred in conducting the audit at a location other than in City, including but not limited to expenses for personnel, salaries, private auditor, travel, lodging, meals and overhead. Consultant shall include a copy of this Section in all contracts with its subcontractors, and Consultant shall be responsible for immediately obtaining those records or other written material from its subcontractors upon a request by the State Auditor and/or City.
36. ADVERTISING AND PUBLICITY. Consultant shall not use the name of or refer to City directly or indirectly in any advertisement, news release, or professional or trade publication without prior written approval from the City Manager. This Section shall survive the termination of this Agreement.
37. NONDISCRIMINATORY EMPLOYMENT. Consultant shall not unlawfully discriminate against any individual based on race, color, religion or religious creed, national origin, ancestry, ethnic group identification, primary language, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, sex, sexual orientation, age, immigration status, citizenship or military and veteran status. Consultant understands and agrees that it is bound by and will comply with all legal nondiscrimination mandates. For every subcontractor who will perform Services, Consultant shall be responsible for such subcontractor’s compliance with this Section.
38. COVENANTS AND CONDITIONS. Each term and each provision of this Agreement to be performed by Consultant shall be construed to be both a covenant and a condition.
39. WAIVER. City’s review or acceptance of, or payment for, work product prepared by Consultant under this Agreement will not be construed to operate as a waiver of any rights City may have under this Agreement or of any cause of action arising from Consultant’s performance. A waiver by City of any breach of any term, covenant, or condition contained in this Agreement will not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained in this Agreement, whether of the same or different character.
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40. FORCE
MAJEURE. Neither the Consultant nor the City shall be responsible for any delay caused by any contingency beyond their control, including, but not limited to, war or insurrection, walkouts by the Party’s own employees, fires, natural calamities, riots, or demands or requirements of governmental agencies other than the City.
41. GOVERNING LAW. The terms of this Agreement shall be interpreted according to the laws of the State of California. Should litigation occur, venue shall be in the Superior Court of California, County of Ventura.
42. SEVERABILITY. If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to the extent necessary in the opinion of the court to render such portion enforceable and, as so modified, such portion and the balance of this Agreement will continue in full force and effect and be enforceable.
43. INTEGRATED AGREEMENT. This Agreement and the attached exhibits referenced herein to this Agreement represent the entire understanding between the Parties. No verbal Agreement or implied covenant shall be held to vary the provisions of this Agreement. This Agreement shall bind and inure to the benefit of the Parties to this Agreement and any subsequent successors and assigns.
44. NO THIRD-PARTY BENEFICIARY. This Agreement shall not be construed to be an Agreement for the benefit of any third-party or parties, and no third party or parties shall have any claim or right of action under this Agreement.
45. AUTHORITY TO EXECUTE. Each Party hereto expressly warrants and represents that the signatories to this Agreement have the authority to execute this Agreement on behalf of its corporation, partnership, business entity, or governmental entity, and warrants and represents that the signatories have the authority to bind each Party to the performance of its obligations hereunder.
46. EXECUTION – COUNTERPARTS. This Agreement may be executed in any number of counterparts and each such duplicate counterpart shall constitute an original, but they shall not be effective nor enforceable unless and until it is executed with the handwritten signature or electronic signature of an authorized representative of each of the relevant Parties. No counterpart shall be deemed to be an original or presumed delivered unless and until the counterpart executed by the other Party to this Agreement is in the physical possession of the Party seeking enforcement thereof.
47. INCONSISTENT OR CONFLICTING TERMS. In the event of any contradictions or inconsistencies between any attached documents or exhibits incorporated by reference herein and the provisions of the Agreement itself, the terms of the Agreement shall control. Any exhibit that is attached and incorporated by reference shall be limited to the purposes for which it is attached, as specified in this Agreement. Any contractual terms or conditions contained in such exhibit imposing additional obligations on the City are not binding upon the City and City’s Designated Representative unless specifically agreed to in writing, and initiated by City’s Designated Representative, as to each additional contractual term or condition.
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48. CAPTIONS
AND HEADINGS. The captions and headings contained in this Agreement are provided for identification purposes only and shall not be interpreted to limit or define the content, scope, or intent of the provisions described under the respective caption or heading.
49. ACKNOWLEDGEMENT. By signing below, Consultant acknowledges that it has reviewed the City’s Professional Services Agreement terms and conditions and insurance requirements and that Consultant hereby agrees to full compliance.
[S
ignatures on next page]
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IN WIT
NESS WHEREOF, the Parties have entered into this Agreement effective on the date as written in Section 4 and upon signature of all Parties.
CI
TY OF OXNARD GHD, INC.
☐John C. Zaragoza, Mayor1 Date Sridhar Sadasivan, Executive Vice President Date ☐Jennifer Yates, Purchasing Manager2
Lindsay Ray, Assistant Company Secretary3 Date
A
TTEST:
Rose Chaparro, CITY Clerk Date
(only if Mayor authorizes)
APPR
OVED AS TO FORM:
Stephen M. Fischer, CITY Date
Attorney (always required)
1 The City Council must authorize and the Mayor must execute any agreement over $200,000. 2 The Purchasing Agent may execute any authorized agreement up to $200,000. 3 The City requires the following for any contract:
● For a corporation, the signatures of the Board President, CEO or Vice President and of the Board Secretary, Assistant Secretary, CFO or Assistant Treasurer;
● For an LLC, the signatures of at least two managers of the LLC (company directors, not lower-level m anagers); or ● For a partnership, the signature of a partner. If the partnership is a limited partnership, the signer must be a general partner.
If the company has a different structure, or if the above-listed persons are not the appropriate signers, please submit to the City Attorney legally-binding doc
umentation stating who can sign and bind your company.
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EXHIBIT A
PR
OFESSIONAL SERVICE AGREEMENT
(CITY of Oxnard and GHD, Inc.)
SC
OPE OF SERVICES
PR
OJECT MANAGER: Susan Pan /805-393-3342/ [email protected] T
he Owner’s Engineer (OE) will work in line with the City’s Project Manager to serve as the City’s representative and liaison between the consultants, contractors, approval agencies, and other vendors throughout the Project. The OE shall advocate for the City’s interests of quality, timely and cost‐sensitive planning, design, construction, and start-up and commissioning while maintaining professional relationships with all parties. The OE will be responsible for aligning the project with the City’s goals and objectives and overseeing the delivery of the project. The OE will not replace the design engineer, contractor and other consultants. The OE will also not act with legal authority on behalf of the City.
T
he OE will be tasked with working with a team of City staff. The selected firm must demonstrate the ability to advocate for the City while maintaining professional relationships with the engineers and contractors during the Project. The scope of work for the OE includes but is not limited to:
● Re
view available documents (as-builts, previous studies and technical documents, NPDES requirements, water quality reports, and other applicable documents) ● Development of planning documents including the development of technical memorandums, estimates, and life-cycle cost.
● Present and recommend the best delivery approach (e.g. Traditional Design-Bid-Build Design- Build, Progressive Design-Build, etc.) that would best fit the City’s needs. This would include review the City’s procurement policies to determine which approach would comply. ● Development of scope of work and RFP/RFQ to fit the City selected delivery approach. ● Development of a permitting plan and submittal of all required permits to the applicable agencies. ● Assist obtaining and reporting funding/financing opportunities, which may include work related to acquiring identified funding and reporting as it pertains to the City’s WIFIA loan. ● Presentations to staff, public, and City Council.
● Coordinating, attending, conducting, recording and assisting the City at all project meetings and preparing minutes as needed.
● Developing and continuously updating a Master Project Schedule. ● The preparation of a task matrix list that identifies roles and responsibilities up to 6 months in advance and project milestones.
● Serving as the City’s representative for design, construction phase, project close out and warranty services through the duration of the project.
The Consultant shall have experience with advanced recycled water treatment facilities and indirect potable reuse of advanced treated recycled water, and injection well design, construction, and operation of the treated recycled water system. The City is looking for technical and operational experience in the following:
● Making improvements needed at the AWPF.
● Expansion of AWPF to a capacity of 15 million gallons per day (MGD). ● Assist City staff in working with the regulatory agencies including State Division of Drinking Water
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(DD
W) and Fox Canyon Groundwater Management Agency (FCGMA) for indirect potable reuse of the advanced treated recycled water.
● Groundwater modeling in accordance with the Groundwater Sustainability Plan and groundwater allocation adjustment with the FCGMA.
● Siting and development of new injection wells for the advanced treated recycled water.
AWPF Improvements include but are not limited to:
● Dedicated connection to Southern California Edison.
● Plantwide replacement, integration, and programming of SCADA equipment and software. ● Relocate the control room to the treatment plant side of the property. ● Improve site security.
Microfiltration (MF):
● Modifications to MF feed tank, pumps, and baffle wall ● Chemical dosing within MF feed tank
● Provide a sump in the MF feed tank to drain the channel. Modify access into the Tank for cleaning. Provide a sparging system for floor cleaning. ● Evaluation of proprietary MF system
Reverse Osmosis (RO):
● Modifications to RO feed tank to allow for flexibility of operation and preventing stagnation within the tank.
● Modifications to chemical storage.
● Evaluation of injection points of antiscalant and sulfuric acid. ● Replacement/relocation of static mixers
● Reconfiguration of RO skid to allow for drainage of individual skids.
Post Treatment:
● Evaluate use of sodium hydroxide in place of liquid lime. ● Product water storage.
AWPF Expansion Includes:
● Expanding the facility to 15 MGD.
The Consultant shall provide a minimum of three example projects where the specified team has acted in the capacity of Owner’s Engineer for similar water or recycled water projects.
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EXHIBIT B
PR
OFESSIONAL SERVICE AGREEMENT
(CITY of Oxnard and GHD Inc.)
S
CHEDULE OF COMPENSATION
GHD Hourly Rates
Finance Class Code Rate FY25 FY26 FY27 FY28
Paul Hermann | Project Manager $320.00 $333.60 $347.78 $362.56 $377.97 Mark Donovan | Deputy PM/RO $320.00 $333.60 $347.78 $362.56 $377.97 Greg Watanabe | Contract Delivery $320.00 $333.60 $347.78 $362.56 $377.97 Shamia Salih | Doc Control/Support $156.38 $163.03 $169.95 $177.18 $184.71 Rebecca Crow | Funding/Grants $239.23 $249.40 $260.00 $271.05 $282.57 Charles Smith | Permitting $320.00 $333.60 $347.78 $362.56 $377.97 Kelly Lange – Haider | Membrane Filtration $320.00 $333.60 $347.78 $362.56 $377.97 Mike Pankratz | Operations/Exp. Integration $178.46 $186.04 $193.95 $202.19 $210.79 Allie Syiem | Process/Mechanical $243.00 $253.33 $264.09 $275.32 $287.02 Mark Waer | Post Treatment $226.42 $236.04 $246.07 $256.53 $267.44 Mike Tocher | SCADA/I&C $266.91 $278.25 $290.08 $302.41 $315.26 Mehdi Mardi | Electrical Engineering $238.89 $249.04 $259.63 $270.66 $282.16 Morgan Joel | Structural Engineering $192.14 $200.31 $208.82 $217.69 $226.95 Jeff Knauer | Cathodic/Corrosion Protection $299.26 $311.98 $325.24 $339.06 $353.47 Stephen Harlan | Cost Engineering $129.82 $135.34 $141.09 $147.09 $153.34 Joshua Babin | Scheduling $150.53 $156.93 $163.60 $170.55 $177.80 Finance Class Code Rate FY25 FY26 FY27 FY28
Senior Technical Director 1 $ 320.00 $ 333.60 $ 347.78 $ 362.56 $ 377.97 Senior Technical Director 2 $ 320.00 $ 333.60 $ 347.78 $ 362.56 $ 377.97 Senior Technical Director 3 $ 320.00 $ 333.60 $ 347.78 $ 362.56 $ 377.97 Technical Director 1 $ 316.02 $ 329.45 $ 343.45 $ 358.05 $ 373.27 Senior Professional 1 $ 284.92 $ 297.03 $ 309.65 $ 322.81 $ 336.53 Professional 1 $ 179.85 $ 187.49 $ 195.46 $ 203.77 $ 212.43 Engineering Intern $ 83.69 $ 87.25 $ 90.95 $ 94.82 $ 98.85 Lead Design Technician 1 $ 287.18 $ 299.39 $ 312.11 $ 325.37 $ 339.20 Senior Design Technician 1 $ 216.84 $ 226.06 $ 235.66 $ 245.68 $ 256.12 Intern Drafting/Design $ 88.45 $ 92.21 $ 96.13 $ 100.21 $ 104.47 Senior Admin Officer 1 $ 214.60 $ 223.72 $ 233.23 $ 243.14 $ 253.47 Senior Construction Manager $ 279.91 $ 291.81 $ 304.21 $ 317.14 $ 330.62 Admin Officer 1 $111.30 $116.03 $120.96 $126.10 $131.46 Notes:
1. Rates are for employees of GHD companies.
2. All administration tasks will be changed by the hour.
3. All travel will be invoiced at economy class rates. Lodging and meal expenses will be at cost.
4. All other project related disbursements, expenses and subcontractor costs will be invoiced at cost.
5. Leased and personnel vehicles, field equipment and disposable field supplies will be invoiced at established rates. Personal vehicle mileage rates will be charged in accordance with government regulated standard rates.
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Geoscience Support Services, Inc. 2025-2029 - FEE SCHEDULE
Schedule of Hourly Rates
Classification
Year 1
Billing
Rates
Year 2
Billing
Rates
Year 3
Billing
Rates
Year 4
Billing
Rates
Year 5
Billing
Rates
Principal Modeler (Johnson Yeh) $325 $335 $345 $355 $366 Principal Geohydrologist (Brian Villalobos) $308 $317 $327 $337 $347 Principal Engineer (Mark Williams) $276 $284 $293 $302 $311 Senior Geohydrologist (Logan Wicks) $264 $272 $280 $288 $297 Senior Modeler (David Barnes / Tim Chen) $297 $306 $315 $325 $334 Project Modeler (Leo Liu) $275 $283 $292 $300 $310
Project Geohydrologist (Robert Sia) $240 $247 $255 $262 $270 Senior Associate Modeler $236 $243 $250 $258 $266
Associate Modeler $220 $227 $233 $240 $248
Senior Associate Geohydrologist $191 $197 $203 $209 $215 Associate Geohydrologist $175 $180 $186 $191 $197
Research Analyst $166 $171 $176 $181 $187
CAD/GIS Illustrator $175 $180 $186 $191 $197
Clerical/Administration Support $119 $123 $127 $131 $134
Reimbursable Expenses
Reimbursable Project Expenses Cost
Computer Services Project Dependent
External Reproduction (Large Documents) Cost
Subconsultant Services Cost
Automobile Transportation Current IRS Allowable Rates Commercial Travel/Subsistence Cost
GEOSCIENCE is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq, which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects. The work GEOSCIENCE performs does not fall under prevailing wage rate categories.
Note: Fees valid from January 1, 2025. All fees are subject to change January 1, 2030.
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FAR Audit Cost Worksheet
NAME OF CONSULTANT
Name of Firm: MNS Engineers, Inc.
TITLE OF PROJECT
1. DIRECT LABOR
Name Job Function
Year 2024-2025 Year 2025-2026 Year 2026-2027 Year 2027-2028 Year 2027-2028
HOURS FAR RATE COST HOURS FAR
RATE COST HOURS FAR RATE COST HOURS FAR RATE COST HOURS FAR RATE COST Shane Sobecki Principal Surveyor 0 $199.63 $0.00 0 $209.61 $0 0 $220.09 $0 0 $231.09 $0 0 $242.64 $0 Richard Sleeman Associate Project Surveyor 0 $114.28 $0.00 0 $119.99 $0 0 $125.99 $0 0 $132.29 $0 0 $138.90 $0 Jacob Yost Assistant Project Surveyor 0 $87.33 $0.00 0 $91.70 $0 0 $96.29 $0 0 $101.10 $0 0 $106.16 $0 Justin Dickerson Party Chief 0 $161.63 $0.00 0 $169.71 $0 0 $178.20 $0 0 $187.11 $0 0 $196.47 $0 Hector Perez Party Chief 0 $156.42 $0.00 0 $164.24 $0 0 $172.45 $0 0 $181.07 $0 0 $190.12 $0 Myra Zirion Apprentice 0 $91.37 $0.00 0 $95.94 $0 0 $100.74 $0 0 $105.78 $0 0 $111.07 $0 John Miers Apprentice 0 $105.44 $0.00 0 $110.71 $0 0 $116.25 $0 0 $122.06 $0 0 $128.16 $0 Jeanette Fernandez Office Administrator 0 $111.30 $0 0 $116.86 $0 0 $122.70 $0 0 $128.83 $0 0 $135.27 $0 0 $0.00 $0 0 $0.00 $0 0 $0.00 $0 0 $0.00 $0 0 $0.00 $0
0 $0.00 $0 0 $0.00 $0 0 $0.00 $0 0 $0.00 $0 0 $0.00 $0
0 $0.00 $0 0 $0.00 $0 0 $0.00 $0 0 $0.00 $0 0 $0.00 $0
TOTAL 0 $0.00 0 $0 0 $0 0 $0 0 $0
TOTAL COST
TOTAL DIRECT LABOR (from above) 0.00
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SEPARATION PROCESSES, INC
277 Rancheros Dr., Suite 370, San Marcos, CA 92069 | 760-400-3660 | www.spi-engineering.com
SPI Standard Billing Rates
(effective January 1, 2024):
Name Classification Title Billing Rate
Year 1 Year 2 Year 3 Year 4 Year 5
James Vickers, P.E. Principal $ 289.31 $ 297.99 $ 306.93 $ 316.14 $ 325.62 Alex Wesner, P.E. Principal $ 289.31 $ 297.99 $ 306.93 $ 316.14 $ 325.62 Charles Cruz, P.E. Technical Director $ 305.22 $ 314.38 $ 323.81 $ 333.52 $ 343.53 Michael Dummer, P.E. Sr. Project Engineer II $ 201.14 $ 207.18 $ 213.39 $ 219.80 $ 226.39 Chuong Nguyen Sr. Project Engineer I $ 186.93 $ 192.54 $ 198.31 $ 204.26 $ 210.39 Gabriela Downey Sr. Engineer I $ 176.03 $ 181.31 $ 186.75 $ 192.36 $ 198.13 Jan Guenther, EIT Engineer II $ 143.24 $ 147.53 $ 151.96 $ 156.52 $ 161.21 Kyle Peebles Engineer I $ 137.28 $ 141.40 $ 145.64 $ 150.01 $ 154.51 Miguel Sanchez Sr. CAD Designer III $ 170.86 $ 175.98 $ 181.26 $ 186.70 $ 192.30 Edison Phu CAD Designer II $ 129.64 $ 133.53 $ 137.54 $ 141.67 $ 145.92 Dawn Wright Sr. Office Manager III $ 146.63 $ 151.03 $ 155.56 $ 160.23 $ 165.04
*If rates are to be held for 5 years, use Year 3 as the base rate. - External reproduction of large documents will be paid @ cost.
Travel Expenses billed as incurred (mileage reimbursement at 67¢/mile)
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BILL RATES FOR CITY OF OXNARD
Owner’s Engineer Professional Services for the Improvements, Expansion of AWPF and New Wells Project RFQ No. PW 24-119 Submitted to GHD
ROLE YEAR 2024 YEAR 2025 YEAR 2026 YEAR 2027 YEAR 2028
Principal $352 .32 $369.94 $388.43 $407.85 $428.25
Associate $294.20 $308.91 $324.36 $340.57 $357.60
Senior Engineer/Geologist $234.75 $246.49 $258.81 $271.75 $285.34 Project Engineer/Geologist $195.92 $205.72 $216.00 $226.80 $238.14 Staff Engineer/Geologist $160.01 $168.01 $176.41 $185.23 $194.49 GIS Analyst $178.00 $186.90 $196.25 $206.06 $216.36
Senior CAD Specialist $178.00 $186.90 $196.25 $206.06 $216.36 CAD Specialist $165.00 $173.25 $181.91 $191.01 $200.56
Project Assistant $145.00 $152.25 $159.86 $167.86 $176.25 Vehicle Mileage Current IRS rate Current IRS rate Current IRS rate Current IRS rate Current IRS rate Field Vehicle (per mile) $0.98 $1.03 $1.08 $1.13 $1.19
* Two-hour minimum portal to portal and cancellations within 24 hours. * OVERTIME RATES: Ra tes increased by factor of 1.5 for all hours worked in excess of eight (8) Monday through Friday, and the first eight (8) hours worked on Saturday. Rates increased by factor of 2.0 for all hours worked in excess of twelve (12) Monday through Friday, all hours worked in excess of eight (8) on Saturday and all hours worked on Sunday and holidays. * ** For Prevailing Wage projects, increase the hourly rate by $21. * **
Rates increased by factor of 1.25 for night shift hours (hours commencing after 4:00 p.m. or before 4:00 a.m.); rates increased by factor of 1.875 (an additional factor of 1.5) for all night shift hours in excess of eight (8); rates increased by factor 2.5 for all night shift hours worked in excess of twelve (12).
ADDITIONAL SERVICES OFFERED
In addition to our core services of geotechnical, hydrologic and environmental engineering, including construction -phase testing and observation, ENGEO provides clients with services for establishment and management of Geologic Hazard Abatement Districts (GHAD) and for Entitlement and Permitting Support (EPS). For more information about these services and associated pricing, please contact ENGEO at (925) 866-9000.
OTHER FEES
* Equipment and materials will be charged in addition to the above hourly rates. * Outside Consultants, Subcontracted Services and Equipment Rental Cost * Expert Witness, Deposition, Mediation, Arbitration, or Court Appearance (Minimum Charge) $2,800.00 half day, $4,800.00 full day
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EQUIPMENT AND MATERIALS CHARGES
DESCRIPTION COST PER UNIT ($) UNIT
Air Content Meter 7.00 hour
Bailers (Disposable) 10.00 each
Coatings Thickness Kit (eg. Fireproofing, Protective Paint) 30.00 hour Concrete Crack Monitor 20.00 each
Coring Machine 30.00 hour
Double-Ring Infiltrometer 50.00 hour
Electronic Water Level Indicator 5.00 hour
Engineering Analysis Software 49.00 hour
Equipment Transport(er) 100.00 hour
Exploration Equipment (Electric Auger) 50.00 hour
Floor Flatness/Floor Level Equipment 40.00 hour
Generator 15.00 hour
GIS Website Portal Subscriptions 50.00 month
GPS Handheld Device 10.00 hour
GPR/GPS/Drone Survey Equipment 228.00 hour
Hand Auger and Soil Sampler 15.00 hour
Hydraulic Pull-Test Equipment 25.00 hour
Interface Probe 2.00 hour
Magnetic Particle Test Equipment 25.00 hour
Moisture Content Test Equipment 6.00 hour
Multi-Parameter Water Meter 15.00 hour
pH Meter/Turbidity Meter 10.00 hour
Photo Ionization Detector 20.00 hour
Reinforcing Bar Locator 100.00 hour
Sampling Tubes 10.00 each
Sand Cone Equipment and Material 5.00 hour
Schmidt Hammer 20.00 hour
Seisometer 50.00 hour
Skidmore Wilhelm Bolt Tension Calib. 40.00 hour
Slope Inclinometer/Settlement Indicator/VW Readout 50.00 hour Torque Wrench 15.00 hour
Transfer Pump 3.00 hour
Ultrasonic Equipment 50.00 hour
Vapor Emission Test Kit 40.00 kit
Vector Conversion 60.00 conversion
Vehicle, nuclear gauge, equipment, wireless communication. *Add $5.00/hr. for RTK enabled autotesting equipment. 35.00* hour Vehicle, equipment, wireless communication 25.00 hour
Vibration Monitor 1800.00 month
Water Sampling Pumps 20.00 hour
Bridge Toll actual actual
Mileage .98 mile
Parking actual actual
AutoCAD, Civil 3D, GIS, Drone Data Processing 35.00 hour External Copies at cost
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EXHIBIT C
PROFESSIONAL SERVICES AGREEMENT
(CITY of Oxnard and GHD Inc.)
INSURANCE REQUIREMENTS
Prior to contract approval and beginning of services under this agreement, Consultant must procure, agree to maintain and supply evidence of insurance at the levels listed and in accordance with the other provisions listed in this document.
Exhibit INS-A
INSURANCE REQUIREMENTS FOR CONSULTANTS
(WITH ERRORS AND OMISSIONS REQUIREMENT)
1. Consultant shall obtain and maintain during the performance of any services under this Agreement the following insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of services hereunder by Consultant, its agents, representatives, employees or subconsultants.
a. Commercial General Liability Insurance, including Contractual Liability, in an amount not less than $1,000,000 combined single limit for bodily injury and property damage for each claimant for general liability with coverage equivalent to Insurance Services Office Commercial General Liability Coverage (Occurrence Form CG 0001). If a general aggregate limit is used, that limit shall apply separately to the project or shall be twice the occurrence amount;
b. Business automobile liability insurance in an amount not less than $1,000,000 combined single limit for bodily injury and property damage for each claimant for automobile liability with coverage equivalent to Insurance Service s Office automobile liability coverage (Occurrence Form CA0001) covering Code No. 1, “any auto;”
c. Professional liability/errors and omissions insurance appropriate to Consultant’s profession to a minimum coverage of $1,000,000, with neither Consultant nor listed subconsultants having less than $500,000 individually. The professional liability/errors and omissions insurance must be project specific with at least a one year extended reporting period, or longer upon request.
d. Workers’ compensation insurance in compliance with the laws of the State of California, and employer’s liability insurance in an amount not less than $1,000,000 per claimant. Additionally, the workers’ compensation policy shall include a waiver of all rights of subrogation which the insurer may have against the City.
2. Consultant shall, prior to performance of any services, file with the Risk Manager certificates of insurance with original endorsements effecting coverage required by this Exhibit INS -A. The certificates and endorsements for each insurance policy are to b e signed by a person authorized by that insurer to bind coverage on its behalf. The certificates and endorsements are to be on the attached forms or on other forms approved by the Risk Manager. All certificates and endorsements are to be received and approved by the Risk Manager before commencement of services. City reserves the right to require complete certified copies of all required insurance policies at any time. The certificates of insurance and endorsements shall be sent via email. If you have not received your request or are having difficulty with electronic upload, contact [email protected]
3. Consultant agrees that all insurance coverages shall be provided by a California admitted insurance carrier with an A.M. Best rating of A:VII or better and shall be endorsed to state that coverage may not be suspended, voided, canceled, or reduced in coverage or limits without 30 days’ prior written notice to the Risk Manager. The Risk Manager shall not approve or accept any endorsement if the endorsement contains “best effort” modifiers or if the insurer is relieved from the responsibility to give such notice.
4. Consultant agrees that the commercial general liability and business automobile liability insurance p olic ies shall be endorsed to name City, its City Council, officers, employees, agents and volunteers as additional insureds as respects: liability arising out of activities performed by or on behalf of Consultant; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or automobiles owned, leased, hired or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City, its City Council, officers, employees, agents and volunteers. The General Liability Special Endorsement Form and Automobile Liability Special Endorsement Form attached to this Exhibit INS-A or substitute forms containing the same information and acceptable to the Risk Manager shall be used to pr ovide the endorsements (ISO form CG 2010 11/85 or if not available, CG 2010 with an edition date prior to 01/04 and CG 2037).
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5. The coverages provided to City shall be primary and not contributing to or in excess of any existing City insurance or self-insurance coverages (this must be endorsed) . Additionally, the workers’ compensation policy shall include a waiver of all rights of subrogation which the insurer may have against the City. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to City, its City Council, officers, employees and volunteers. The insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
6. The insurer shall declare any deductibles or self- insured retentions to and be approved by the Risk Manager. At the option of the Risk Manager, either the insurer shall reduce or eliminate such deductibles or self -insured retentions as respects City, its City Council, officers, employees and volunteers, or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.
7. All insurance standards applicable to Consultant shall also be applicable to Consultant's subconsultants. Consultant agrees to maintain appropriate agreements with subconsultants and to provide proper evidence of coverage upon receipt of a written request from the Risk Manager.
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INSTRUCTION FOR SUBMITTING INSURANCE CERTIFICATES AND ENDORSEMENT FORMS C
ertificates of Insurance
T
he sample accord form on the following page is provided to facilitate your preparation and submission of certificates of insurance.
You may use this or any industry form that shows coverage as broad as that shown on the attached sample. Please note the certificate holder address must be as shown on the attached sample accord form with the contract number and insurance exhibit identification information completed. Improperly addressed certificates may delay the contract start -up date because the City’s practice is to return unidentifiable insurance certificates to the insured for clarification as to the contract number. Cancellation provisions must be endorsed to the policy. Modifying the certificate does not change coverage or obligate the carrier to provide notice of cancellation.
E
ndorsement Forms
O
riginal endorsements are required for commercial general liability and business automobile liability insurance policies and must be attached to the applicable certificate of insurance. City preference is that the Consultant/insurer use the endorsement forms which are attached. Substitute forms will be accepted, however, as long as they include provisions comparable to the sample accord form.
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ACORD CERTIFICATE OF INSURANCE ISSUE DATE (MM/DD/YY)
PRODUCER
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
CODE SUB-CODE
COMPANIES AFFORDING INSURANCE COVERAGE
INSURED
COMPANY
LETTER A SPECIFY COMPANY NAMES IN THIS SPACE
COMPANY
LETTER B
COVERAGES
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY
PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO
WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CO
LTR
TYPE OF INSURANCE
POLICY
NUMBER
POLICY
EFFECTIVE
DATE
(MM/DD/YY)
POLICY
EXPIRATION
DATE
(MM/DD/YY)
LIMITS
A
GENERAL LIABILITY
[x] COMMERCIAL GENERAL
LIABILITY [ ] CLAIMS
MADE [x] OCCUR.
[x] OWNER'S &
CONTRACTOR'S PROT.
GENERAL AGGREGATE $1,000,000
PRODUCTS COMP/OP AGG . $1,000,000
PERSONAL & ADV. INJURY $1,000,000
EACH OCCURRENCE $1,000,000
FIRE DAMAGE (Any one fire) $
MED. EXPENSE (Any one person) $
A
AUTOMOBILE LIABILITY
[x] ANY AUTO
ALL OWNED AUTOS
SCHEDULED AUTOS
HIRED AUTOS
NON-OWNED AUTOS
GARAGE LIABILITY
COMBINED SINGLE $1,000,000
LIMIT
BODILY INJURY $
(Per person)
BODILY INJURY $
(Per accident)
PROPERTY DAMAGE $
A
EXCESS LIABILITY
UMBRELLA FORM
OTHER THAN UMBRELLA
FORM
EACH OCCURRENCE $
AGGREGATE
$
A
WORKERS'
COMPENSATION
AND
EMPLOYERS' LIABILITY
STATUTORY LIMITS
EACH ACCIDENT $1,000,000
DISEASE-POLICY LIMIT $1,000,000
DISEASE-EACH EMPLOYEE $1,000,000
A
OTHER
Errors and omissions insurance or malpractice insurance available for the insured's profession
Minimum coverage $1,000,000
Each consultant/ $500,000
& listed sub-consultant
DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/RESTRICTIONS/SPECIAL ITEMS
CERTIFICATE HOLDER
CITY OF OXNARD ℅ Evident ID, Inc.
8520 Allison Pointe Blvd. Ste 223
PMB 5210
Indianapolis, Indiana 462500-4299 US
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIR
ATION DATE THEREOF, THE ISSUING COMPANY WILL ENDEAVOR TO MAIL 30
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT
FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE COMPANY, ITS AGENTS OR REPRESENTATIVES.
AUTHORIZED REPRESENTATIVE
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GENERAL LIABILITY SPECIAL ENDORSEMENT
FOR THE CITY OF OXNARD (the “City”)
SUBMIT IN DUPLICATE
ENDORSEMENT NO.
ISSUE DATE (MM/DD/YY)
PRODUCER POLICY INFORMATION:
Insurance Company:
Policy No.:
Policy Period: (from) (to)
LOSS ADJUSTMENT EXPENSE Included in Limits
In Addition to Limits
Telephone: Deductible Self-Insured Retention (check which) of $ with an Aggregate of $ applies to
coverage. Per Occurrence Per Claim (which) NAMED INSURED
APPLICABILITY. This insurance pertains to the operations, products and/or tenancy of the named insured under all written agreements and permits in force with the City unless checked here in which case only the following specific agreements and permits with the City are covered
CITY AGREEMENTS/PERMITS
TYPE OF INSURANCE
GENERAL LIABILITY
COMMERCIAL GENERAL LIABILITY
COMPREHENSIVE GENERAL LIABILITY
OWNERS & CONTRACTORS PROTECTIVE
Claims Made
Retroactive Date
Occurrence
OTHER PROVISIONS
COVERAGES
LIABILITY LIMITS IN THOUSANDS $
EACH OCCURRENCE AGGREGATE
GENERAL
PRODUCTS/COMPLETED OPERATIONS
PERSONAL & ADVERTISING INJURY
FIRE DAMAGE
CLAIMS: Underwriter’s representative for claims pursuant to this insurance.
Name:
Address:
Telephone: ( )
In consideration of the premium charged and notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any endorsement now or hereafter attached thereto, insurance company agrees as follows:
INSURED. The City, its officers, agents, employees and volunteers are included as insureds with regard to liability and defense of sui ts arising from the operations, products and activities performed by or on behalf of the named insured.
CONTRIBUTION NOT REQUIRED. As respects: (a) work performed by the named insured for or on behalf of the City; or (b) products sold by the named insured to the City; or (c) premises leased by the named insured from the City, the insurance afforded by this policy shall be primary insurance as respects the City, its officers, agents, employees or volunteers; or stand in an unbroken chain of coverage excess of the named insured’s scheduled underlying primary coverage. In either event, any other insurance maintained by the City, its officers, agents, employees or volunteers shall be in excess of this insurance and shall not contribute with it.
SEVERABILITY OF INTEREST. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company’s limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included.
CANCELLATION NOTICE. With respect to the interests of the City, this insurance shall not be canceled, or materially reduced in coverage or limits except after thirty (30) days prior written notice by receipted delivery has been given to the City.
PROVISIONS REGARDING THE INSURED’S DUTIES. Any failure to comply with reporting provisions of the policy or breaches or violations of warranties shall not affect covera ge provided to the City, its officers, agents, employees or volunteers.
SCOPE OF COVERAGE. This policy, if primary, affords coverage at least as broad as:
Insurance Services Office Commercial General Liability Coverage, “occurrence” form CG0001; or If excess, affords coverage which is at least as broad as the primary insurance form CG0001.
Except as stated above nothing herein shall be held to waive, alter or extend any of the limits, conditions, agreements or exclusions of the policy to wh ich this endorsement is attached.
ENDORSEMENT HOLDER
CITY OF OXNARD ℅ Evident ID, Inc.
8520 Allison Pointe Blvd. Ste 223
PMB 5210
Indianapolis, Indiana 462500-4299 US
AUTHORIZED REPRESENTATIVE
Broker/Agent Underwriter
I (print/type name), warrant that I have authority to bind the above-mentioned insurance company and by my signature hereon do so bind this company to this endorsement.
Signature
(original signature required)
Telephone: ( ) Date Signed:
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AUTOMOBILE LIABILITY SPECIAL ENDORSEMENT
FOR THE CITY OF OXNARD (the “City”)
SUBMIT IN DUPLICATE
ENDORSEMENT NO.
ISSUE DATE (MM/DD/YY)
PRODUCER POLICY INFORMATION:
Insurance Company:
Policy No.:
Policy Period: (from) (to)
LOSS ADJUSTMENT EXPENSE Included in Limits
In Addition to Limits
Telephone: Deductible Self-Insured Retention (check which) of $ with an Aggregate of $ applies to
coverage. Per Occurrence Per Claim (which) NAMED INSURED APPLICABILITY. This insurance pertains to the operations, products and/or tenancy of the named insured under all written agreements and permits in force with the City unless checked here in which case only the following specific agreements and permits with the City are covered:
CITY AGREEMENTS/PERMITS
TYPE OF INSURANCE OTHER PROVISIONS
COMMERCIAL AUTO POLICY
BUSINESS AUTO POLICY
OTHER
LIMIT OF LIABILITY
CLAIMS: Underwriter’s representative for claims pursuant to this insurance.
Name:
Address:
Telephone: ( )
$ per accident, for bodily injury and property damage.
In consideration of the premium charged and notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any endorsement now or here after attached thereto, insurance company agrees as follows:
1. INSURED. The City, its officers, agents, volunteers and employees are included as insureds with regard to liability and defense of suits arising from the operations, products and activities performed by or on behalf of the named insured.
CONTRIBUTION NOT REQUIRED. As respects: (a) work performed by the named insured for or on behalf of the City; or (b) products sold by the named insured to the City; or (c) premises leased by the named insured from the City, the insurance afforded by this policy shall be primary in surance as respects the City, its officers, agents, employees or volunteers; or stand in an unbroken chain of coverage excess of the named insured’s scheduled underlying primary coverage. I n either event, any other insurance maintained by the City, its officers, agents, employees or volunteers shall be in excess of this insurance and shall not contribute with it.
SEVERABILITY OF INTEREST. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company’s limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included.
CANCELLATION NOTICE. With respect to the interests of the City, this insurance shall not be canceled, or materially reduced in coverage or limits except after thirty (30) days prior written notice by receipted delivery has been given to the City.
PROVISIONS REGARDING THE INSURED’S DUTIES. Any failure to comp ly with reporting provisions of the policy or breaches or violations of warranties shall not affect coverage provided to the City, its officers, agents, employees or volunteers.
SCOPE OF COVERAGE. This policy, if primary, affords coverage at least as broad as:
Insurance Services Office Automobile Liability Coverage, “occurrence” form CA0001, code ("any auto"); or If excess, affords coverage which is at least as broad as the primary insurance form referenced in the preceding section (1).
Except as stated above nothing herein shall be held to waive, alter or extend any of the limits, conditions, agreements or exclusions of the policy to which this endorsement is attached.
ENDORSEMENT HOLDER
CITY OF OXNARD ℅ Evident ID, Inc.
8520 Allison Pointe Blvd. Ste 223
PMB 5210
Indianapolis, Indiana 462500-4299 US
AUTHORIZED REPRESENTATIVE
Broker/Agent Underwriter
I (print/type name), warrant that I have authority to bind the above-mentioned insurance company and by my signature hereon do so bind this company to this endorsement.
Signature
(original signature required)
Telephone: ( ) Date Signed
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EXHIBIT D
PROFESSIONAL SERVICES AGREEMENT
(CITY of Oxnard and GHD Inc)
LIVING WAGE POLICY
Pursuant to the Living Wage Policy adopted July 9, 2002 by the C ity Council and effective October 1, 2002, the C ity Manager and City Attorney are directed to include the following language in all standard Consultant/Professional Services contracts that may be governed by the Living Wage Policy.
A. Consultant shall compensate any employee of Consultant who provides Services under this Agreement in accordance with the Living Wage Policy, attached hereto and incorporated herein by reference as the Living Wage Policy Exhibit. While this Agreement is in effect, Consultant shall pay such employee no less than $19.51 per hour for each hour t hat such employee provides Services under this Agreement. In addition, while this Agreement is in effect, Consultant shall provide to such employee no less than 96 hours of paid leave per calendar year.
B. Consultant agrees to post, at a location readily accessible to those employees providing Services to the City, a copy of the Living Wage Policy adopted by City Council on July 9, 2002 and effective October 1, 2002.
C. If Consultant fails to compensate such employee pursuant to the Living Wage Policy, the City Manager or designee shall terminate this Agreement on written notice to Consultant, effective immediately.
D. In addition, if Consultant fails to comply with the Living Wage Policy in any manner, Consultant shall pay to City a fine of $500 and shall pay to any employee providing Services under this Agreement a penalty of three times the amount or value of the compensation owed to such employee under the Living Wage Policy. Consultant shall pay such fine and penalty within fifteen (15) calendar days after the C ity Manager or designee provides written notice to Consultant of the amount owed.
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CIT
Y OF OXNARD LIVING WAGE REQUIREMENTS
EFFECTIVE JULY 1, 2023
Cons
ultant shall compensate any employee of Consultant who provides Services under this Agreement in accordance with the Living Wage Policy, attached hereto and incorporated herein by reference as Exhibit D. While this Agreement is in effect, Consultant shall pay such employee no less than $19.51 per hour for each hour that such employee provides Services under this Agreement. This hourly rate shall be adjusted on July 1, 2024, and each July 1 thereafter, according to the percentage change in the Consumer Price Index, all items, prepared by the Bureau of Labor Statistics for the Los Angeles area relating to all urban consumers (CPI -U), index base 1982- 84=100, comparing May of the previous year to May of the current year. In addition, while this Agreement is in effect, Consultant shall provide to such employee no less than 96 hours of paid leave per calendar year.
a. Cons
ultant agrees to post, at a location readily accessible to those employees providing Services to the C ity, a copy of the Living Wage Policy adopted by the Oxnard City Council on July 9, 2002 and effective October 1, 2002. b. If Cons
ultant fails to compensate such employee pursuant to the Living Wage Policy, the City Manager or designee shall terminate this Agreement on written notice to Consultant, effective immediately.
c. In a
ddition, if Consultant fails to comply with the Living Wage Policy in any manner, Consultant shall pay to C ity a fine of $500 and shall pay to any employee providing Services under this Agreement a penalty of three times the amount or value of the compensation owed to such employee under the Living Wage Policy. Consultant shall pay such fine and penalty within fifteen (15) calendar days after the C ity Manager or designee provides written notice to Consultant of the amount owed.
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EXHIBIT E
PR
OFESSIONAL SERVICES AGREEMENT
(CITY of Oxnard and GHD Inc)
P
REVAILING WAGE
1. C
onsultant acknowledges that the Project defined in the Agreement between Consultant and City is a “public work” as defined in Division 2, Part 7, Chapter 1 of the California Labor Code (“Chapter 1”), and that this Agreement is subject to Chapter 1 and the rules and regulations established by the Director of Industrial Relations (“DIR”) implementing such statutes. Consultant shall perform the Project as a public work.
Consultant shall comply with and be bound by all the terms, rules and regulations described in Chapter 1 and the DIR’s rules and regulations as though set forth in full herein.
2. P
ursuant to Labor Code Section 1773.2, copies of the prevailing rate of per diem wages for each craft, classification, or type of worker needed to perform the Agreement are on file at C ity Hall and will be made available to any interested party on request.
Consultant acknowledges receipt of a copy of the DIR determination of such prevailing rate of per diem wages, and Consultant shall post such rates at each job site covered by this Agreement.
3. C
onsultant is required to post job site notices, as prescribed by regulation. See Labor Code Section 1771.4(a)(2).
4. C
onsultant shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. Consultant shall, as a penalty to City, forfeit not more than $200 for each calendar day or portion thereof for each worker paid less than the DIR’s determined prevailing rates for the work or craft in which the worker is employed pursuant to this Agreement by Consultant or any subcontractor. The Labor Commissioner shall determine the amount of the penalty as described in Section 1775.
5. C
onsultant shall comply with Labor Code Section 1776, which requires Consultant and each subcontractor to (1) keep accurate payroll records and verify such records in writing under penalty of perjury, (2) certify and make such payroll records available for inspection, and (3) inform City of the location of the records.
6. C
onsultant shall comply with Labor Code Sections 1777.5, 1777.6 and 1777.7 and California Administrative Code Title 8, Section 200 et seq. concerning the employment of apprentices on public works projects for all apprenticeable occupations. Before commencing work under this Agreement, Consultant shall provide City with a copy of the
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information submitted to any applicable apprenticeship program. Within 60 days after concluding the Project, Consultant and each of its subcontractors shall submit to C ity a verified statement of the journeyman and apprentice hours performed under this Agreement.
7. C
onsultant may not be debarred or suspended throughout the Agreement Term pursuant to Labor Code Section 1777.1 or 1777.7. If he, she or it becomes debarred or suspended in the Agreement Term, Consultant must immediately notify City.
8. C
onsultant is not qualified to bid on, be listed in a Bid proposal, or engage in the performance of any contract for public work, as defined in Labor Code Sections 1720 through 1861, unless cur rently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Consultant shall continue without interruption to stay registered and qualified to perform public work pursuant to Section 1725.5 for the duration of the term of this Agreement. This provision does not apply to construction, alteration, demolition, installation or repair work of $25,000 or less or to maintenance work of $15,000 or less.
9. C
onsultant acknowledges that 8 hours labor constitutes a legal day’s work.
Consultant shall comply with and be bound by Labor Code Section 1810.
10. C
onsultant shall comply with and be bound by Labor Code Section 1813 concerning penalties for workers who work excess hours. Consultant shall, as a penalty to City, forfeit $25 fo r each worker employed in the performance of this Agreement by Consultant or by any subcontractor for each calendar day during which such worker is required or permitted to work more than 8 hours in any calendar day and 40 hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the Labor Code. Pursuant to Labor Code Section 1815, work performed by Consultant’s employees in excess of 8 hours per day and 40 hours per week shall be permitted upon public work upon compensation for all hours worked in excess of 8 hours per day at not less than 1 ½ times the basic rate of pay.
11. T
he Project listed in the Agreement is subject to compliance monitoring and enforcement by the DIR.
12. C
onsultant shall be responsible for each and every one of its subcontractors’ compliance with Chapter 1, the DIR’s rules and regulations, and Labor Code Sections 1860 and 3700. Consultant shall include in the written contract between it and each subcontractor a copy of, and a requi rement that each subcontractor shall comply with, those statutory provisions. Consultant shall be required to take all actions necessary to enforce such contractual provisions and ensure subcontractors’ compliance, including without limitation, conducting a periodic review of the certified payroll records of each subcontractor, and upon becoming aware of the failure of the subcontractor to pay its
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workers the specified prevailing rate of wages, Consultant shall diligently take corrective action to halt or rectify any failure.
13. T
o the maximum extent, Consultant shall hold harmless, defend (with counsel approved by the City Attorney) and indemnify City, its legislative bodies, and its officials, officers, employees and agents from any demand or claim for damages, compensation, fines, penalties or other amounts arising out of or incidental to any acts or omissions listed above by any person or entity (including Consultant, its subcontractors, and each of their officials, officers, employees and agents) in connection with any work undertaken or in connection with the Agreement, including without limitation the payment of all attorneys’ fees and other related costs. All duties of Consultant under this Section shall survive Agreement termination.