1. CALL MEETING TO ORDER
Note: All City Council memberships are reflected in their City Council titles.
2. ROLL CALL
MAYOR BISHOP, MAYOR PRO TEM LOA, COUNCILMEMBERS OHLSEN,
BETTENCOURT, ALARC
Ó
N
3. PLEDGE OF ALLEGIANCE AND MOMENT OF SILENCE
PUBLIC COMMENT RULES
“(California Government Code Section 54954.3).
(a) Every agenda for regular meetings shall provide an opportunity for members of the public to directly address the legislative body on any item of interest to the public, before or during the legislative body’s consideration of the item, that is within the subject matter jurisdiction of the legislative body, provided that no action shall be taken on any item not appearing on the agenda unless the action is otherwise authorized by subdivision (b) of Section 54954.2 [section omitted].
(b) (1) The legislative body of a local agency may adopt reasonable regulations to ensure that the intent of the subdivision (a) is carried out, including, but not limited to, regulations limiting the total amount of time allocated for public testimony on particular issues and for each individual speaker.
(2) Notwithstanding paragraph (1), when the legislative body of a local agency limits
CITY COUNCIL
SUCCESSOR AGENCY
CITY COUNCIL CHAMBERS
38300 SIERRA HIGHWAY
SUITE B
PALMDALE, CA 93550
WEDNESDAY, OCTOBER
2, 2024
5:00 PM
www.cityofpalmdaleca.gov
WELCOME
City Council
Wednesday, October
2, 2024
time for public comment, the legislative body of a local agency shall provide at least twice the allotted time to a member of the public who utilizes a translator to ensure that non- English speakers receive the same opportunity to directly address the legislative body of a local agency.”
In furtherance of Section 54954.3 of the Brown Act, the public is allotted to speak a total of two (2) minutes on the entirety of the Consent Calendar, Appointment(s), New Business and Closed Session, with two (2) minutes on each Public Hearing, and, if desired, an additional two (2) minutes on items not on the agenda that are within the subject matter jurisdiction of the City Council. As specified in the Brown Act, a speaker utilizing a translator will receive twice the amount of time specified.
4. PUBLIC COMMENTS
CONSENT CALENDAR, APPOINTMENT(S), NEW BUSINESS, AND CLOSED SESSION: Now is the time for public participation on items listed on the Consent Calendar, Appointment(s), New Business, and Closed Session. Each speaker is allotted two (2) minutes in total for the entirety of the above sections.
5. CONSENT CALENDAR
All matters listed under the Consent Calendar will be enacted by one motion unless an item(s) is pulled by Council, in which case the item(s) will be removed from the Calendar and will be considered separately following this portion of the Agenda.
5.1 Waive full reading of the Resolution(s) and/or Ordinance(s) to be considered and voted on at this meeting. (This allows for reading the title only in lieu of reciting the entire text).
5.2 Receive and file the monthly investment activity reports for August 2024.
SR Investment Report AUG 2024.docx
Rpt. City & Successor Monthly Investment Activity Report Aug 2024.pdf
5.3 Approve Agreement with the Los Angeles County Department of Animal Care and Control to provide
general animal care and control services
for a term of five
years from July 1, 2024, through June 30, 2029.
SR Agrmt No. A-8891 with the Los Angeles County Department of Animal Care and Control.docx
Agrmt No. A-8891 with the Los Angeles County Department of Animal Care and Control.pdf
5.4 Approve Requisition with Coastline Equipment Company for the purchase of a new John Deere 444P Wheel Loader for a total not to exceed amount of $241,728; and Approve Requisition with Inland Kenworth (US), Inc., for the purchase of a new T480 4,000-gallon Water Truck for a total not to exceed City Council
Wednesday, October
2, 2024
amount of $217,344.
SR Req. No. 250240 with Coastline Equipment Co. and Req. No. 250242 with Inland Kenworth Inc.docx
Req. No. 250240 with Coastline Equipment Company.pdf
Sourcewell Contract No. 011723-JDC.pdf
Req. No. 250242 with Inland Kenworth (US), Inc.pdf
Sourcewell Contract No. 060920-KTC.pdf
5.5 Approve Final Tract Map No. 66204 (located at the northeast corner of Avenue R- 8 and Deville Street).
SR Tract Map No. 66204.docx
Tract Map No. 66204.pdf
5.6 Approve the Second Amendment to the Agreements with ATS Communications and River Oaks Communications for wireless communication services, to increase each agreement by $100,000 for a total not to exceed amount of $195,000 per agreement and extend the term for each agreement by 365 calendar days for a total of 1,461 calendar days per agreement.
SR Agrmt No. A-7999 Second Amendment with ATS Communications and Agrmt No. A-8000 Second Amendment with River Oaks.docx
Agrmt No. A-7999 Second Amendment with ATS Communications.pdf
Agrmt No. A-7999 First Amendment with ATS Communications.pdf
Agrmt No. A-7999 with ATS Communications.pdf
Agrmt No. A-8000 Second Amendment with River Oaks Communications.pdf
Agrmt No. A-8000 First Amendment with River Oaks Communications.pdf
Agrmt No. A-8000 with River Oaks Communications.pdf
5.7 Approve the minutes from the previous meetings.
Minutes 09 18 2024.pdf
Minutes 09 19 2024.pdf
6. PUBLIC HEARING
6.1 Public Hearing to Receive Community Input on Needs and Priorities for Inclusion in the 2025-2029 Consolidated Plan and 2025-2026 Action Plan.
SR Public Hearing ConPlan 2025-2029.docx
7. NEW BUSINESS
7.1 Consider and adopt Ordinance No. 1646, an Ordinance of the City Council of the City of Palmdale repealing Chapter 2.55 of the Palmdale Municipal Code to rescind the current Palmdale Human Rights Advisory Committee and directing consolidation with the City of Lancaster for a Regional Body.
SR Ord. No. 1646.docx
Ord. No. 1646.docx
City Council
Wednesday, October
2, 2024
8. CITY MANAGER’S REPORT
9. SHERIFF'S REPORT
10. COUNCIL REPORTS, ANNOUNCEMENTS AND REQUESTS FOR FUTURE AGENDA ITEMS
11. NON-AGENDA PUBLIC COMMENTS
:
Now is the time for public participation on items not listed on the agenda. Each speaker is allotted two (2) minutes total.
12. ADJOURN
meeting to November 6, 2024, at 5:00 p.m. in the City Hall Council Chamber located at 38300 Sierra Highway, Suite B, Palmdale, California.
Americans with Disabilities Act (ADA) Accommodations
In accordance with the Americans with Disabilities Act of 1990, if you require a disability- related modification or accommodation to participate in this meeting, please contact the City Clerk’s Office at (661) 267-5151 at least 48 hours prior to the meeting.
If you require oral translation, please contact the City Clerk’s Office at (661) 267-5151 at least 48 hours prior to the meeting.
City Council
Wednesday, October
2, 2024
City Council Staff Report
DATE: OCTOBER 2, 2024
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: OPERATIONS DEPARTMENT
FINANCE DIVISION
DISTRICT: ALL
SUBJECT: RECEIVE AND FILE THE MONTHLY INVESTMENT ACTIVITY REPORTS FOR AUGUST 2024
RECOMMENDATION
Staff recommends that the City Council receive and file the monthly investment activity reports for the City of Palmdale and Successor Agency for August 2024.
BACKGROUND
Pursuant to Section 16 of the City and Successor Agency Investment Policy, the City Treasurer shall prepare and present monthly and quarterly reports on investments to the City Manager/Executive Director and the City Council/Directors. The reports shall detail the type of investment, issuer’s name, purchase date, maturity date, amount of deposit, and interest rate. This information shall be provided for all City and Successor Agency pooled investments and for Certificates of Participation, Revenue Bonds, Tax Allocation Bonds, Assessment Districts, and Community Facilities District accounts managed by outside Fiscal Agents.
The monthly investment reports provide a synopsis of the City and Successor Agency's investment activity. They provide information on assets, allocations, average maturities, yields, and book valuations. The interest rates presented are the most current rates available as of the date of this report.
The market values presented for poole d City and Successor Agency investments are based on closing prices for the related investment as of the date of this report. This information was obtained from the Wall Street Journal, Bloomberg Financial Markets, Capital Market Finances, or other reliable sources of market prices.
DISCUSSION
Compliance with Investment Policy
Report to Mayor and City Council
Re: Monthly Investment Reports
October 2, 2024
For August, the City’s invested portfolio totaled $324,875,852, a decrease of $8,508,719 from the previous month and an increase of $19,773,768 compared to last year. The monthly decrease resulted from investment maturities within the month.
The par value of Successor Agency’s portfolio as of August was $11,320,437. The balance decreased by $1,379,834 from last month due to a transfer of funds from LAIF to cover debt service payments.
All investments meet criteria appropriate to Section 8 of the Investment Policy. The portfolios are based on a combination of various investments, including CDs, Corporate Notes, US Treasury Securities, and Government Agency Paper, each adhering to portfolio percentage limitations.
The Finance Division is the custodian for the City and Successor Agency’s investment portfolio and follows the three main principles of both entities’ investment policies: 1) Investment in financial instruments that mitigate the risk of monetary losses stemming from market fluctuations; 2) Establish and maintain a portfolio that has sufficient liquidity to allow the City and Successor Agency to meet all anticipated cash requirements; and, 3) Seek out investment instruments that provide a competitive market rate of return.
Liquidity
One core approach the Finance Division focuses on is providing liquidity to meet the City and Successor Agency’s operational requirements. Thus, the City invests in two pooled funds, LAIF and CAMP. These are intended for daily operational activities and can be used during economic uncertainties for ongoing maintenance needs. The pooled funds provide a higher liquidity ratio to ensure the City and Successor Agency meet cash flow requirements.
The City's LAIF balance at the end of August was $101,163,714, a decrease of $5,000,000 due to withdrawal made to the City to cover operating costs for the month.
The Successor Agency’s LAIF balance at the end of August was $3,740,658, a decrease of $4,500,000 from the prior month due to a withdrawal made to the Successor to cover debt payment obligations.
The City’s CAMP balance at the end of August was $52,911,214, compared to $47,691,010 in July. The increase is due to interest earned and the transfer of general funds to CAMP.
Report to Mayor and City Council
Re: Monthly Investment Reports
October 2, 2024
The interest rates presented are the most current rates available as of the date of this report. As of August 31, 2024, the interest rates for LAIF and CAMP investments were at 4.579 percent and 5.41 percent, respectively. By comparison, the LAIF and CAMP interest rates at the end of July were 4.516 percent and 5.43 percent. This time last year, LAIF and CAMP rates were at 3.434 percent and 5.52, respectively.
The chart above shows the LAIF and CAMP average monthly yields from November 2023 through August 2024. The difference between the two funds’ performance is primarily due to their varying pool characteristics. CAMP’s portfolio composition is more prone to market volatility, resulting in performance variations.
Diversity
The Finance Division aims to diversify the investment portfolios to avoid incurring unreasonable and avoidable risks regarding specific security types or individual financial institutions.
The City and Successor Agency’s investment portfolios remain strongly diversified. The monthly reports include all investments held by both entities and current book values as of August 31, 2024.
The City and Successor Agency are expected to have sufficient funds to meet its expenditure requirements for the next six months. The Finance Division will continue to monitor current economic conditions and the impact on interest rates.
Attached are summaries of the investments in the City and Successor Agency’s books as of August 31, 2024.
3.84% 3.93% 4.01% 4.12% 4.23% 4.27% 4.33% 4.48% 4.52% 4.58%
5.58% 5.55% 5.54% 5.50% 5.48% 5.44% 5.43% 5.43% 5.43% 5.41%
0.00%
1.00%
2.00%
3.00%
4.00%
5.00%
6.00%
Nov Q2 Dec Jan Feb Q3 Mar Apr May Q4 Jun July Aug
Pooled Investments Monthly Yields
LAIF CAMP
Report to Mayor and City Council
Re: Monthly Investment Reports
October 2, 2024
FISCAL IMPACT
There is no fiscal impact associated with the recommended actions for this report.
STRATEGIC PLAN
Goal II: Ensure long-term fiscal health of the City and maintain funding for services.
B. Manage resources, costs, and liabilities to ensure the City’s long-term fiscal health.
C. Involve and expand engagement to enhance public oversight and transparency.
Prepared by: Janelle Samson, Director of Operations
Certified as to availability of Funds: Janelle Samson, Director of Operations Approved by: Ronda Perez, City Manager
Approved as to form: William P. Curley, III, City Attorney
ATTACHMENTS
Rpt. Monthly Investment Reports August 2024
CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
AUGUST 31, 2024
PURCHASE MATURITY ACCOUNT/ INTEREST PAR PURCHASE INVESTED
DATE DATE FUND INSTITUTION RATE AMOUNT AMOUNT AMOUNT
U.S. TREASURY SECURITIES Yield
03-19-21 12-31-25 CITY 9128285T3 U.S. Treasury Note 2.63 3,000,000.00 3,260,634.36 2,902,140.00 05-11-21 02-28-26 CITY 9128286F2 U.S. Treasury Note 0.66 3,000,000.00 3,261,331.50 2,888,310.00 05-11-21 12-31-24 CITY 9128283P3 U.S. Treasury Note 0.40 3,000,000.00 3,200,040.56 2,954,940.00 07-12-21 12-31-25 CITY 9128285T3 U.S. Treasury Note 2.63 5,000,000.00 5,451,958.35 4,836,900.00 12-17-21 12-15-24 CITY 91282CDN8 U.S. Treasury Note 0.85 10,000,000.00 10,045,505.25 9,807,400.00 12-22-21 12-15-24 CITY 91282CDN8 U.S. Treasury Note 0.88 5,000,000.00 5,018,208.38 4,903,700.00 12-20-21 12-15-24 CITY 91282CDN8 U.S. Treasury Note 1.00 5,000,000.00 5,017,187.50 4,903,710.95 03-08-23 03-31-26 CITY 9128286L9 U.S. Treasury Note 2.25 3,200,000.00 3,029,330.80 3,064,000.00 01-03-24 12-31-26 CITY 912828YX2 U.S. Treasury Note 0.04 5,000,000.00 4,696,880.23 4,666,600.00 01-03-24 06-30-27 CITY 91282CEW7 U.S. Treasury Note 0.04 5,000,000.00 4,897,630.28 4,825,200.00 01-03-24 09-30-27 CITY 91282CFM8 U.S. Treasury Note 0.04 2,500,000.00 2,523,771.66 2,472,450.00 01-08-24 02-15-26 CITY 91282CGL9 U.S. Treasury Note 0.04 5,000,000.00 4,987,205.23 4,932,250.00 01-08-24 06-15-26 CITY 91282CHH7 U.S. Treasury Note 0.04 5,000,000.00 5,001,760.94 4,942,800.00 TOTAL U.S. TREASURY SECURITIES 59,700,000.00$ 60,391,445.04$ 58,100,400.95$
GOVERNMENT AGENCY PAPER
06-10-20 06-16-25 CITY 3133ELK37 Federal Farm Credit 0.78 5,000,000.00 5,000,000.00 4,781,500.00 08-27-20 11-27-24 CITY 3134GWNG7 Freddie Mac 0.50 2,000,000.00 2,000,000.00 1,958,542.76 04-01-21 04-01-25 CITY 3133EMUP5 Federal Farm Credit 0.71 5,000,000.00 5,000,000.00 4,826,404.05 05-11-21 09-04-25 CITY 3133EJYM5 Federal Farm Credit 0.59 1,000,000.00 1,103,275.25 976,880.00 05-11-21 09-04-25 CITY 3133EJYM5 Federal Farm Credit 0.57 2,000,000.00 2,208,460.00 1,953,760.00 06-04-21 11-07-25 CITY 3135G06G3 Fannie Mae 0.55 3,000,000.00 2,993,675.25 2,826,750.00 06-30-21 12-30-25 CITY 3130AMRQ7 Federal Home Loan Note0.88 3,000,000.00 3,000,000.00 2,821,947.30 07-29-21 04-29-26 CITY 3130AN5C0 Federal Home Loan Note1.05 4,000,000.00 4,010,455.13 3,734,320.00 12-17-21 11-12-25 CITY 3134GXBM5 Federal Home Loan Note1.15 1,150,000.00 1,125,785.50 1,082,265.00 12-17-21 12-30-24 CITY 3130AQDY6 Federal Home Loan Note1.00 6,750,000.00 6,750,000.00 6,603,527.70 12-17-21 06-23-25 CITY 3133ENHW3 Federal Farm Credit 1.17 10,000,000.00 10,000,000.00 9,595,310.20 12-20-21 07-30-25 CITY 3136G4ZP1 Fannie Mae 0.65 3,500,000.00 3,444,175.00 3,339,331.94 12-20-21 09-24-25 CITY 3134GWUG9 Freddie Mac 0.57 10,000,000.00 9,806,600.00 9,459,892.40 12-21-21 12-22-26 CITY 3133ENJC5 Federal Farm Credit 1.29 5,000,000.00 5,000,000.00 4,589,481.35 01-14-22 01-14-25 CITY 3130AQEA7 Federal Home Loan Note1.05 7,000,000.00 7,000,000.00 6,839,056.49 06-29-22 08-12-25 CITY 3133EL3P7 Federal Farm Credit 3.34 1,810,000.00 1,660,349.20 1,722,111.58 06-29-22 03-28-25 CITY 3130A5DH9 Federal Home Loan Note3.34 1,950,000.00 1,937,715.00 1,920,301.71 06-24-22 02-26-27 CITY 3130AL5A8 Federal Home Loan Note3.33 5,000,000.00 4,479,000.00 4,533,218.00 08-17-22 10-27-26 CITY 3134GW4C7 Freddie Mac 0.80 5,000,000.00 4,539,500.00 4,562,202.10 01-06-23 02-25-27 CITY 3130AQRH8 Federal Home Loan Note4.38 5,000,000.00 4,590,638.89 4,670,265.65 01-06-23 04-19-27 CITY 3130ARHJ3 Federal Home Loan Note4.38 5,000,000.00 4,801,354.86 4,801,570.80 05-18-23 05-18-27 CITY 3133EPKC8 Federal Farm Credit 5.39 5,000,000.00 5,000,000.00 4,991,602.80 06-05-23 05-30-28 CITY 3133EPLE3 Federal Farm Credit 4.67 2,815,000.00 2,822,746.50 2,790,565.80 05-03-24 05-01-28 CITY 3133ERCX7 Federal Farm Credit 5.17 5,000,000.00 5,000,000.00 5,000,777.50 TOTAL GOVERNMENT AGENCY PAPER 104,975,000.00$ 103,273,730.58$ 100,381,585.13$
CITY OF PALMDALE INVESTMENTS
CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
AUGUST 31, 2024
PURCHASE MATURITY ACCOUNT/ INTEREST PAR PURCHASE INVESTED
DATE DATE FUND INSTITUTION RATE AMOUNT AMOUNT AMOUNT
CERTIFICATES OF DEPOSIT
01-04-24 06-15-26 CITY 05580A4Y7 BMW Bank of NA NA 4.03 240,000.00 243,434.40 238,848.00 01-04-24 11-30-27 CITY 46656MVH1 JPMorgan Chase Bank DE US RT4.76 240,000.00 242,022.91 240,415.20 01-04-24 12-28-28 CITY 09582YAV4 Blue Ridge Bank NA VA US RT4.09 240,000.00 240,948.00 234,677.60 06-11-24 06-12-28 59541KCV7 Mid-Missouri Bank 5.15 245,000.00 245,034.57 243,510.50 06-11-24 06-11-26 38150VUZ0 Goldman Sachs Bank 5.05 245,000.00 245,033.90 245,615.57 06-13-24 06-13-29 89235MPP0 Toyota Financial SGS 4.65 245,000.00 245,000.00 246,281.17 06-14-24 06-15-26 34520LBC6 Forbright Bank 5.05 245,000.00 245,000.00 245,699.42 06-14-24 06-14-28 307811KA6 Farmers & Merchs Bank 5.00 245,000.00 245,000.00 242,169.22 06-14-24 06-14-29 69503PAB7 Pacific Valley Bank 5.20 245,000.00 245,000.00 243,313.18 06-17-24 06-17-26 8562855V9 State Bank of India 5.10 245,000.00 245,000.00 245,875.30 06-18-24 06-18-29 229083AA8 Evangeline Bank & Trust 5.30 245,000.00 245,000.00 245,000.16 06-20-24 06-22-26 06051XER9 Bank of America NA 5.05 245,000.00 245,000.00 245,737.44 06-21-24 06-22-26 35634MAE1 Freedom Bank/Maywood NJ 5.05 245,000.00 245,000.00 245,737.72 06-25-24 06-25-29 09776DAG9 BOM Bank 5.35 245,000.00 245,000.00 245,000.11 TOTAL CERTIFICATES OF DEPOSIT 1,210,000.00$ 3,421,473.78$ 3,407,880.59$
CORPORATE NOTES
05-17-23 03-01-26 CITY 30231GAT9 Exxon Mobile Corporation3.04 1,000,000.00 982,084.11 967,125.82 05-17-23 03-02-26 CITY 194162AQ6 Colgate-Palmolive CO GlobalL4.80 1,000,000.00 1,035,553.33 997,703.43 05-17-23 01-26-26 CITY 742718FY0 Procter & Gamble CO/The Global4.10 1,000,000.00 1,018,471.67 987,387.46 01-04-24 07-27-26 CITY 61761J3R8 Morgan Stanley 4.70 500,000.00 481,185.25 478,020.00 01-04-24 06-15-26 CITY 46625HRS1 JPMorgan Chase & CO4.52 500,000.00 484,840.25 481,325.00 01-04-24 03-02-28 CITY 718172CE7 Philip Morris Intl Inc 4.49 500,000.00 474,395.25 466,815.00 01-04-24 04-01-27 CITY 808513BW4 Charles Schaw Corp 4.68 500,000.00 479,390.25 477,190.00 01-09-24 06-02-26 CITY 11271LAA0 Brookfield Fin Inc 5.13 500,000.00 490,115.25 489,610.00 01-09-24 11-28-28 CITY 05565QDH8 BP Capital Markets PLC4.48 500,000.00 483,460.25 475,490.00 01-09-24 01-28-26 CITY 06406RAQ0 Bank OF NY Mellon Corp4.52 500,000.00 463,355.25 466,490.00 01-09-24 07-09-27 CITY 22550L2K6 Crdit Suisse New York 4.92 500,000.00 500,910.25 495,950.00 01-09-24 08-15-28 CITY 797440CE2 San Diego G & E 4.49 500,000.00 509,340.25 497,940.00 01-09-24 07-01-27 CITY 75973QAA5 Reneissance Financial5.01 500,000.00 475,470.25 473,980.00 01-09-24 01-27-26 CITY 780082AD5 Royal Bank of Canada 4.97 500,000.00 496,930.25 492,915.00 08-27-24 02-01-29 CITY 06406RBN6 Bank of NY Mellon Corp4.20 656,000.00 663,116.29$ 663,116.29$ TOTAL CORPORATE BONDS $9,156,000 $8,375,502 8,911,058.00$
STATE OF CALIFORNIA LOCAL AGENCY INVESTMENT FUND
09-01-84 n/a CITY 98-19-620 0.78 60,492,217.57 60,492,217.57 60,492,217.57 06/23/08 n/a PCA 40-19-060 0.78 26,284,537.22 26,284,537.22 26,284,537.22 n/a ARPA 19-19-004 0.78 14,386,959.06 14,386,959.06 14,386,959.06 TOTAL LAIF ACCOUNTS 101,163,713.85$ 101,163,713.85$ 101,163,713.85$
CAMP- CALIFORNIA ASSET MANAGEMENT PROGRAM
6080-01 n/a CITY 6080-01 0.30 52,911,213.71 52,911,213.71 52,911,213.71 TOTAL CAMP ACCOUNTS 52,911,213.71$ 52,911,213.71$ 52,911,213.71$
UBS FINANCIAL SERVICES
n/a n/a CITY 0.00 0.00 0.00 0.00
TOTAL UBS FINANCIAL SERVICES ACCOUNTS 0.00$ 0.00$ 0.00$ TOTAL CITY INVESTMENTS 329,115,927.56$ 329,537,078.82$ 324,875,852.23$
CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
AUGUST 31, 2024
PURCHASE MATURITY ACCOUNT/ INTEREST PAR PURCHASE INVESTED
DATE DATE FUND INSTITUTION RATE AMOUNT AMOUNT AMOUNT
STATE OF CALIFORNIA LOCAL AGENCY INVESTMENT FUND
11-20-84 n/a LIBRARY 16-19-012 0.78 13,311.99
TOTAL LIBRARY INVESTMENTS 13,311.99$
SIERRA GATEWAY COMMUNITY FACILITIES DISTRICT 91-1
Fiscal Agent: U.S. Bank National Association (fka First Trust) 05-10-95 n/a BOND 95421220 0.35 116.45
05-10-95 n/a IMPROVEMENT 95421222 0.10 169,247.34
TOTAL SIERRA GATEWAY COMMUNITY FACILITIES DISTRICT 91-1 169,363.79$
BOND PROCEEDS
RITTER RANCH COMMUNITY FACILITIES DISTRICT 93-1
Fiscal Agent: U.S. Bank National Association (fka First Trust) 04-06-95 n/a RESERVE-SEN 95420880 n/a 13.42
04-06-95 n/a IMPV-ACQUI 95420884 0.01 2,817,129.45
04-06-95 n/a BOND 95420887 0.15 0.15
TOTAL RITTER RANCH COMMUNITY FACILITIES DISTRICT 93-1 2,817,143.02$
BOND PROCEEDS
ANAVERDE COMMUNITY FACILITIES DISTRICT 2003-1
Fiscal Agent: U.S. Bank National Association (fka First Trust) 08-01-19 n/a SP TAX - B BOND 242969000 0.00 1,225,820.13 08-01-19 n/a RESERVE 242969003 0.00 1,447,054.16
08-01-19 n/a SP TAX - REFNDING BOND 242969004 0.01 15,151.01 TOTAL ANAVERDE COMMUNITY FACILITIES DISTRICT 2003-1 2,688,025.30$
BOND PROCEEDS
2005 $7.2M COMMUNITY FACILITIES DISTRICT 05-1 (TRADE AND COMMERCE CENTER) REFUNDED 2021 Fiscal Agent: U.S. Bank National Association (fka First Trust) n/a SPEC TRB SER A/B 251009000 0.01 1,136,991.69
n/a RESERVE FUND 251009001 0.01 654,412.35
TOTAL 2005 $7.2M COMMUNITY FACILITIES DISTRICT 05-1 (TRADE AND COMMERCE CENTER) REFUNDED 20211,791,404.04$
LIBRARY INVESTMENTS
FISCAL AGENT CASH
CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
AUGUST 31, 2024
PURCHASE MATURITY ACCOUNT/ INTEREST PAR PURCHASE INVESTED
DATE DATE FUND INSTITUTION RATE AMOUNT AMOUNT AMOUNT
BOND PROCEEDS
2006-1 Godde Hill Estate Sewer Improvements LOIB
Fiscal Agent: U.S. Bank National Association (fka First Trust) 11-08-06 n/a REDEMPTION FUND 106844000 0.01 183,882.87
11-08-06 n/a ADM EXP 106844002 0.01 1,741.57
11-08-06 n/a RESERVE FUND 106844003 0.01 93,257.15
TOTAL 2006-1 Godde Hill Estate Sewer Improvements LOIB 278,881.59$ 2013 HA PALMDALE TRANSIT VILLAGE HOMES LLC ESCROW
Fiscal Agent: U.S. Bank National Association (fka First Trust) 10-11-13 n/a ESCROW FUND 206455000 0.00 2,979,512.65
TOTAL 2013 HA TRANSIT VILLAGE HOMES ESCROW 2,979,512.65$ 2015 HA DEBT SERVICE RESERVE
Fiscal Agent: Bank of America
11-19-15 n/a DEBT SVC RESERVE 1257964992 0.08 40,319.78 TOTAL 2015 HA DEBT SERVICE RESERVE 40,319.78$
PARS RESTRICTED CASH FOR PENSION STABILIZATION TRUST FUND 05-23-18 n/a CITY 104790895775 Public Agency Retirement Services2.60 9,978,810.40 TOTAL PARS PENSION TRUST FUND 9,978,810.40$
BOND PROCEEDS
2015 HA $4.3M MULTIFAMILY HOUSING REVENUE BONDS
Fiscal Agent: U.S. Bank National Association (fka First Trust) 09-03-15 n/a BOND FUND 277067000 0.00 75,521.91
09-03-15 n/a INTEREST ACCT 277067001 0.01 8.19
09-03-15 n/a BOND RESERVE 277067003 0.00 281,017.34
09-03-15 n/a REPAIR & REPLACE FUND 277067004 0.00 1,318,583.92 TOTAL 2015 HA $4.3M MULTIFAMILY HOUSING REVENUE BONDS 1,675,131.36$
CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
AUGUST 31, 2024
PURCHASE MATURITY ACCOUNT/ INTEREST PAR PURCHASE INVESTED
DATE DATE FUND INSTITUTION RATE AMOUNT AMOUNT AMOUNT
BOND PROCEEDS
2017 PFA $17.4M LEASE REVENUE BONDS
Fiscal Agent: U.S. Bank National Association (fka First Trust) 04-05-17 n/a REVENUE FUND 271128000 0.00 0.31
TOTAL 2017 PFA $17.4M LEASE REVENUE BONDS 0.31$
BOND PROCEEDS
2023 A&B SERIES B ACQUISITION & CONSTRUCTION REVENUE BOND Fiscal Agent: U.S. Bank National Association (fka First Trust) 248041000 6.33
11-30-23 n/a INTEREST 248041001 2,054,524.01
11-30-23 n/a REVENUE FUND 248041004 19,345,522.81
11-30-23 n/a INTEREST 248041007 0.19
11-30-23 n/a REVENUE FUND 248041008 13,690,459.79
TOTAL 2023 A&B SERIES B ACQUISITION & CONSTRUCTION REV BOND 35,090,513.13$ GRAND TOTAL - FISCAL AGENT CASH 55,717,701.33$
Cash on Hand 7,091,986$
Pooled Cash Investments
City: 325,618,555$
Insur Fund: ($742,702) 324,875,853$
Library Investments $13,312
Subtotal 331,981,151$
City/AD/CFD/PCA/PFA/HA
Fiscal Agent Cash 55,717,701$
Grand total 387,698,852$
The interest rate quoted on LAIF, AIM, and Fiscal Agent/Trustee accounts is the most current rate available.
LAIF & AIM interest rates are as of August 31, 2024.
SUMMARY OF CASH AND INVESTMENTS
CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
AUGUST 31, 2024
CITY OF PALMDALE
POOLED CASH - LOCAL AGENCY INVESTMENT FUND (LAIF), CALIFORNIA ASSET MANAGEMENT PROGRAM (CAMP), & UBS FINANCIAL SERVICES August 31, 2024
TRANSACTION INTEREST
DATE DEPOSIT WITHDRAWAL RECEIVED BALANCE
LAIF - CITY ACCOUNT 98-19-620
Beginning Balance 65,492,217.57$
08-20-24 (5,000,000.00)$
Subtotal -$ (5,000,000.00)$ -$ 60,492,217.57$ LAIF - PCA ACCOUNT 40-19-060
Beginning Balance 26,284,537.22$
Subtotal -$ -$ -$ 26,284,537.22$ LAIF - LIBRARY ACCOUNT 16-19-012
Beginning Balance 13,311.99$
Subtotal -$ -$ -$ 13,311.99$ LAIF - ARPA ACCOUNT 19-19-004
Beginning Balance 14,386,959.06$
Subtotal -$ -$ -$ 14,386,959.06$ CAMP
Beginning Balance 47,691,009.86$
08-30-24 5,000,000.00$
08-30-24 220,203.85$
Subtotal 5,000,000.00$ -$ 220,203.85$ 52,911,213.71$ UBS Financial Services
Beginning Balance 661,416.83$
08-30-24 110,212.15 $
08-30-24 (108,512.69)$
08-30-24 (663,116.29)$
Subtotal -$ (771,628.98)$ 110,212.15$ 0.00$ Total 5,000,000.00$ (5,771,628.98)$ 330,416.00$ 154,088,239.55$
CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
AUGUST 31, 2024
TN= US Treasury C = Call
FP= Federal Paper M= Maturity
CD= Certificate of Deposit CB= Corporate Bond
FACE
PURCHASE MATURITY VALUE INTEREST NET INVESTED GAIN/
ISSUER DATE DATE REDEEMED RECEIVED FUNDS AMOUNT (LOSS)
3130AMHH8 Federal Home Loan Note 06-04-21 08-01-24 FP 4,000,000.00$ M 2,733.33$ 4,002,733.33$ 3,982,656.56 17,343.44 3130AXAP3 Federal Home Loan Note 09-21-23 08-27-24 FP 4,750,000.00$ C 115,319.44$ 4,865,319.44$ 4,747,965.86 2,034.14 -$ -
-$ -
8,750,000.00$ 118,052.77$ 8,868,052.77$ 8,730,622.42$ $19,377.58 Total Number of Transactions: 1
CITY OF PALMDALE
POOLED CASH - INVESTMENTS MATURED OR CALLED
August 31, 2024
CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
AUGUST 31, 2024
TN = US Treasury
FP = Federal Paper
CD = Certificate of Deposit
CN = Corporate Notes ACCRUED
PURCHASE MATURITY FACE PREMIUM / PURCHASE INTEREST NET Yield
ISSUER DATE DATE VALUE (DISCOUNT) PRICE PURCHASED PURCHASE 06406RBN6 Bank of NY Mellon Corp 08-27-24 CN 02-01-29 656,000.00$ 7,116.29 663,116.29$ 2,235.16$ 665,351.45$ 4.20% - -$
- -$
- -$
656,000.00$ 7,116.29$ 663,116.29$ 2,235.16$ 665,351.45$ Total Number of Transactions: 1
POOLED CASH - INVESTMENTS PURCHASED
August 31, 2024
SUCCESSOR AGENCY TO THE COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
August 31, 2024
POOLED CASH - STATE OF CALIFORNIA LOCAL AGENCY INVESTMENT FUND (LAIF)
PURCHASE MATURITY ACCOUNT/ INTEREST INVESTED
DATE DATE FUND INSTITUTION RATE AMOUNT TOTAL
LAIF - SA ACCOUNT 65-19-035
09-01-84 n/a SA Account 65-19-035 0.78 3,740,658.01
3,740,658.01$
FISCAL AGENT CASH
BOND PROCEEDS
CRA - 2002 Sub Lien Tax Allocation Bonds $5.3M ($5,329,748.25) Fiscal Agent: U.S. Bank National Association
08-20-02 n/a Reserve Fund 94460700 2.54 536,531.90
08-20-02 n/a Interest Acct 94460701 0.04 27,165.85
08-20-02 n/a Principal Acct 94460702 0.04 131.79
TOTAL CRA - 2002 Sub Lien Tax Allocation Bonds $5.3M ($5,329,748.25) 563,829.54$
BOND PROCEEDS
2016 SA $31.5M Tax Allocation Refunding Bonds Series A
Fiscal Agent: U.S. Bank National Association (fka First Trust) 04-26-16 n/a Debt Service 245113000 0.00 5,443,200.00
04-26-16 n/a Interest Acc 245113001 N/A 0.00
TOTAL 2016 SA $31.5M Tax Allocation Refunding Bonds Series A 5,443,200.00$ GRAND TOTAL - FISCAL AGENT CASH $6,007,030
SUMMARY OF CASH AND INVESTMENTS
Cash on Hand 1,572,749$ 1,572,749.26$
($5,738)
Pooled Cash Investments 3,740,658$ $5,738
1,572,749.26$
Successor Agency Fiscal Agent Cash 6,007,030$ *
Grand total 11,320,437$
* The interest rate quoted on LAIF and Fiscal Agent/Trustee accounts is the most current rate available.
LAIF interest rates are as of August 31, 2024.
S:\Cash and Investment\Investment\Investment Reports\24-25\02 Aug 2024\[Aug 2024 Successor Investment Report.xls]LAIF Transactions
SUCCESSOR AGENCY TO THE COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF PALMDALE
TREASURER'S REPORT OF INVESTMENTS
POOLED CASH - STATE OF CALIFORNIA LOCAL AGENCY INVESTMENT FUND (LAIF) August 31, 2024
TRANSACTION INTEREST
DATE DEPOSIT WITHDRAWAL RECEIVED BALANCE
LAIF - SA ACCOUNT 65-19-035
Beginning Balance 8,240,658.01$
08/15/24 (3,500,000.00)$
08/30/24 (1,000,000.00)$
Subtotal -$ (4,500,000.00)$ -$ 3,740,658.01$ City Council Staff Report
DATE: OCTOBER 2, 2024
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: PUBLIC SAFETY DEPARTMENT
DISTRICT: ALL
SUBJECT: APPROVE AGREEMENT WITH THE LOS ANGELES COUNTY
DEPARTMENT OF ANIMAL CARE AND CONTROL TO PROVIDE
GENERAL ANIMAL CARE AND CONTROL SERVICES FOR A TERM
OF FIVE YEARS FROM JULY 1, 2024, THROUGH JUNE 30, 2029
RECOMMENDATION
Staff recommends that the City Council:
1. Approve Agreement with the Los Angeles County Department of Animal Care and Control to provide general animal care and control services for a term of five years from July 1, 2024, through June 30, 2029; and,
2. Authorize the City Manager or her designee to execute Agreement No. A-8891 with the Los Angeles County Department of Animal Care and Control , including minimal and/or non-substantial changes.
BACKGROUND
The Los Angeles County Department of Animal Care and Control ( DACC) maintains seven animal care centers that accept stray, lost, abandoned and relinquished animals.
DACC also receives and maintains animals that are victims of abuse or neglect, under a quarantine order or that pose a risk to the public. Stray or lost animals are held temporarily to give owners the opportunity to reclaim them. Owner-relinquished animals are held for an initial period before being euthanized or adopted into a new home, pursuant to State law. The holding period varies and may be extended to attempt to reunite the animal with an identified owner or for other reasons.
Since 1962, the City has contracted with the Los Angeles County Department of Animal Care and Control (DACC) to provide Palmdale residents with all animal care and shelter services.
Report to Mayor and City Council
Re: Approve Agreement A-8891 with the Los Angeles County Department of Animal Care and Control
October 2, 2024
The DACC is dedicated to providing appropriate and safe housing to all animals in its care. It is legally required to provide a safe environment with proper food, water, shelter, exercise opportunities, and medical care for the animals it houses. Medical care may be provided by DACC staff or, at DACC’s sole discretion, outsourced to a contracted veterinarian.
While performing services under the Agreement, the County will provide all necessary labor, supervision, equipment, communication facilities, and supplies to maintain the agreed-upon level of service.
DISCUSSION
The City’s current agreement with the DACC expired on June 30, 2024. The new five- year agreement, effective July 1, 2024 to June 30, 2029, will allow DACC to continue providing general animal care and control services within the City’s limits set forth in accordance with the provisions of Los Angeles County Code, Title 10, “Animals.” The City will pay for the services provided under the terms of the Agreement at the current fiscal year rate established by the County Auditor-Controller. The rates indicated in the City-County Municipal Services Billing Rates form will be readjusted by the County annually, effective the first day of July each year, to reflect the cost of services in accordance with the policies and procedures for the determination of rates established by the County.
FISCAL IMPACT
$3,200,000 (annually) : For fiscal year 2024/2025, funds are available in account 10125002-722400. Subsequent years will be allocated through the annual budget process.
STRATEGIC PLAN
Goal I: Maintain effective public safety and protection for life, property, and the environment.
A. Provide comprehensive and innovative safety services to prevent crime and promote a safe community.
Prepared by: Sara Gallagher, Deputy City Manager
Certified as to availability of Funds: Janelle Samson, Director of Operations Approved by: Ronda Perez, City Manager
Approved as to form: William P. Curley, III, City Attorney Report to Mayor and City Council
Re: Approve Agreement A-8891 with the Los Angeles County Department of Animal Care and Control
October 2, 2024
ATTACHMENTS
Agrmt No. A-8891 with the Los Angeles County Department of Animal Care and Control
CITY-COUNTY MUNICIPAL SERVICES AGREEMENT
TABLE OF CONTENTS
COUNTY OF LOS ANGELES DEPARTMENT OF ANIMAL CARE
AND CONTROL AND CITY OF PALMDALE
PARAGRAPH TITLE PAGE
RECITALS 2
1.0 AGREEMENT TO PROVIDE SERVICES UNDER
STATE AND LOCAL STATUTES
2 2.0 1.0 ADMINISTRATION OF PERSONNEL 3
3.0 2.0 DEPLOYMENT OF PERSONNEL 4
4.0 3.0 PERFORMANCE OF CONTRACT 4
5.0 4.0 INDEMNIFICATION 5
6.0 5.0 TERM OF CONTRACT 6
7.0 6.0 RIGHT OF TERMINATION 6
8.0 7.0 CONTRACT SUM 6
9.0 8.0 PAYMENT PROCEDURES 7
10.0 9.0 NOTICES 7
11.0 10.0 AMENDMENTS 8
12.0 11.0 AUTHORIZATION WARRANTY 8
13.0 12.0 ENTIRE AGREEMENT 8
14.0 13.0 CONSTRUCTION OF AGREEMENT 9
15.0 14.0 IMPLEMENTATION OF AGREEMENT 9
16.0 15.0 COUNTERPARTS 9
A-8891
CITY-COUNTY MUNICIPAL SERVICES AGREEMENT
COUNTY OF LOS ANGELES DEPARTMENT OF ANIMAL CARE
AND CONTROL AND CITY OF PALMDALE
THIS MUNICIPAL ANIMAL CARE AND CONTROL AGREEMENT (“Agreement”) between the COUNTY OF LOS ANGELES (“the County”) and the CITY OF PALMDALE (“the City”), together known as “the Parties,” is made and entered into July 1, 2024, or when signed by all Parties, whichever is later.
RECITALS
a. The City desir es to contract with the County to perform the animal care and control functions described in this Agreement; and
b. The County is agreeable to providing such services on the terms and conditions set forth in this Agreement; and
c. Such agreements are authorized and provided for by the provisions of Section 56-1/2 and 56 -3/4 of the Charter of the County of Los Angeles and sections 51300 et seq. of the Government Code of the State of California.
NOW THEREFORE, in consideration of the mutual covenants contained in this Agreement, and for good and valuable consideration, the Parties mutually agree as follows:
1.0 AGREEMENT TO PROVIDE SERVICES UNDER STATE AND LOCAL
STATUTES
1.1 The County agrees, through t he County Department of Animal Care and Control (“the Department ”), to provide general animal care and control services within the corporate limits of the City to the extent and in the manner stated in the Agreement and its Attachments.
1.2 Except as otherwise specifically stated in the Agreement, the services will only encompass duties and functions of the type coming within the jurisdiction of and customarily provided by the County under the Charter of the County, the Los Angeles County Code, and the statutes of the State of California. The County will provide services in accordance with the provisions of Title 10, “Animals,” of the Los Angeles County Code, and all amendments enacted to Title 10, except as otherwise agreed by the Parties in the most recently executed Service Level Request.
2.0 ADMINISTRATION OF PERSONNEL
2.1 The County will control all aspects of the services provided by the County including, but not limited to, standards of performance, discipline of officers and staff, and all employment-related matters.
2.2 In the event of a dispute between the Parties regarding the duties and services to be provided, or the minimum level or manner of performance of such services, the City will be consulted and an agreement between the Parties attempted. Each party must employ good -faith and reasonable efforts to reach an agreement. If an agreement cannot be reached, the County will make the final and conclusive determination of the dispute.
2.3 All City employees who work with the Department under the Agreement will remain employees of the City and will not have any claim or right to employment, civil service protection, salary, benefits, or claims of any kind from the County. No City employee will become an employee of the County unless by specific additional agreement in the form of a merger contract , which must be concurrently adopted by t he City and County . Except as otherwise specifically set forth in the Agreement or in the attached Service Level Request, t o the extent the County provides the City with animal licensing services, neither the City employees nor their agents will perform any function related to the licensing of animals, including the collection of license fees, penalties, or field enforcement fe es. Field enforcement fees will only be collected by the Department for services performed by employees of the Department. The City may distribute educational and outreach materials, reviewed and agreed upon by both the Department and the City, related to pet licensing and its benefits.
2.4 For the purposes of performing services under the Agreement, and only for the purpose of giving authority for Department staff to provide these services, every County officer and/or employee engaged in performing any service will be deemed to be a contracted officer or employee of the City while performing service for the City, provided the service is within the scope of the Agreement and is a municipal function.
2.5 The City will not assume any liability for the direct payment of salaries, wages, or other compensation to County personnel performing services under the Agreement. Except as described under Section 5.0, the City will not be liable for compensation or indemnity to any County employee or agent of the County for injury or sickness arising out of his/her employment while providing services under the Agreement.
2.6 The County agrees that it is subject to the County Civil Services Rules prohibiting discrimination based on non-merit factors.
3.0 DEPLOYMENT OF PERSONNEL
3.1 The Department, in cooperation with the City, will determine how to provide the services required by the Agreement.
3.2 The City agrees to complete an Attachment B, Service Level Request (SLR) form, specifying the level of service to be provided, which will be signed and authorized by the City and the Department representative and attached to the Agreement. In the event of a dispute between the Parties about the desired or approved content of the SLR will be handled in accordance with Paragraph 2.2 of this Agreement.
3.3 The Department will issue annual notifications of any change to the billing rate as stated in Paragraph 8.2 of this Agreement. Unless the City changes other provisions within the most recently executed SLR, it is not necessary to execute a revised SLR to reflect a billing rate change.
3.4 The City may at any time request a change in the level of service by completing a revised SLR, and submitting the form to the Department. The revised level of service to be provided and the current fiscal year billing rate will be signed and authorized by the City and the Department representative and attached to the Agreement as an amendment. Changes requested at times other than the beginning of the fiscal year will be implemented as soon as practical, as determined by the Department. The City is only required to submit a new SLR if it wishes to revise its current services or update information listed on its existing SLR. The Department reserves the right to approve or disapprove requests on the SLR in accordance with Section 3.1 of this Agreement.
Regarding updates to contact information, the City is not obligated to submit a new SLR. A simple email confirmation from the City will suffice, and the Department's Contracts and Grants Division will update the City's existing SLR and share the revised copy with the City.
3.5 The City will make its best effort to inform the Department of any modifications to its ordinance concerning animal care and control services.
This approach will enable the Department to verify that the services outlined in the City's SLR align with the municipal ordinance, thereby reducing the potential for any discrepancies.
3.6 The City is not limited to the services indicated but may also request any other services in the field of public safety, animal welfare , or related fields within the legal power of the Director of the Department to provide. The County reserves the right to determine, in its sole discretion, whether the Department can provide requested services not otherwise specified in this Agreement.
4.0 PERFORMANCE OF CONTRACT
4.1 In performing services under the Agreement, the County will provide all necessary labor, supervision, equipment, communication facilities, and supplies necessary to maintain the agreed upon level of service.
4.2 Nothing in th e Agreement prohibits the City from providing , at the City’s expense, additional resources for the County to utilize in its performance of the services.
4.3 Any use of special supplies, stationery, notices, or forms, in other than standard Department format, m ust be approved by the Director of the Department, or his/her designee, and supplied by the City at its own cost.
4.4 If requested, the Department will use its best efforts to attend one in-person meeting with the City, up to three hours duration, per quarter at no charge to the City. Additional meetings may be scheduled under unusual or urgent circumstances as agreed upon by the Department. The City will pay the hourly rate listed in Attachment C, City-County Municipal Services Billing Rates, for any additional hours of the Department's contract management staff's time at meetings requested by the City. Due to a lack of availability of meeting space in County facilities, the City will provide a mutually agreed upon meeting space and location , or virtual meeting link, for all in -person and/or virtual meetings or meet at the Department’s headquarters in Long Beach, California.
4.5 If requested, the Department will use its best efforts to coordinate a virtual meeting once per month at no charge to the City. Additional meetings may be scheduled under unusual or urgent circumstances as agreed upon by the Department. The City will pay the hourly rate listed in Attachment C, City-County Municipal Services Billing Rates, for any additional hours of County representatives’ time at meetings requested by the City.
4.6 If requested, the Department will use its best efforts to send representatives to the City’s Council meetings for proposed ordinance changes, contract revisions, or any related animal issues where input from the Department is needed. The Department will only attend these meetings to the extent that resources and capacity will allow.
4.7 The Department will make available upon request, at no charge to the City, the reports listed in Attachment A, Description of Services , at the intervals indicated in that attachment. For any additional reports that are not included in Attachment A, Description of Services, or those requested at more frequent intervals, the Department will account for the hours of staff time required to produce the reports. The County will provide, at no charge to the City, up to 12 hours of staff time annually for any additional requested reports. The City will be responsible for any excess hours at the current
billing rate for staff time as listed in Attachment C, City -County Municipal Services Billing Rates.
5.0 INDEMNIFICATION
5.1 The Parties have executed an Assumption of Liability Agreement approved by the Board of Supervisors on December 27, 1977, and/or a Joint Indemnity Agreement approved by the Board of Supervisors on October 8, 1991, and/or a revised Joint Indemnity Agreement approved by the Board of Supervisors on August 9, 1993. Whichever of these documents the City has signed later in time is currently in effect and hereby made a part of and incorporated into the Agreement as if set out in full in the Agreement.
5.2 In the event the Board of Supervisors later approves a revised Joint Indemnity Agreement and the City executes the revised agreement, the subsequent agreement as of its effective date will supersede the Joint Indemnity Agreement previously in effect between the Parties.
6.0 TERM OF CONTRACT
6.1 Unless sooner terminated as provided for in the Agreement, the Agreement will be effective July 1, 2024, or when signed by the Parties, whichever is later, and will remain in effect until June 30, 2029, unless sooner terminated or extended.
6.2 At the option of the Board of Supervisors and with the consent of the City Council, the Agreement may be renewable for successive periods not to exceed five (5) years each.
7.0 RIGHT OF TERMINATION
7.1 Either Party may terminate the Agreement as of the first day of July of any year upon notice in writing to the other Party of at least sixty (60) days before the termination date.
7.2 Despite any provision to the contrary in the Agreement , the City may terminate the Agreement upon notice in writing to the County given within sixty (60) calendar days of receipt of written notice from the County of any increase in the rate for any service to be performed under the Agreement.
In such an event the Agreement will terminate sixty (60) calendar days from the date of the City’s notice to the County.
7.3 The Agreement may be terminated at any time, with or without cause, by either Party upon written notice given to the other Party at least one- hundred eighty (180) days before the date specified for that termination.
7.4 In the event of an unresolved dispute, either Party may terminate the Agreement by giving not less than sixty (60) days’ notice in writing to the
other Party. A dispute is unresolved when both Parties agree that there is no resolution and no intent by either party to continue to seek a resolution.
7.5 In the event of termination, both Parties shall fulfill all obligations owed to each other that have accrued before the date of termination. Additionally, each Party will be released from any obligations that would have accrued after the termination date had the Agreement continued. However, the City will remain responsible for payment to the Department for any services provided under this Agreement prior to the termination date.
8.0 CONTRACT SUM
8.1 The City will pay for the services provided under the terms of the Agreement at the current fiscal year rate established by the County Auditor -Controller and set forth in the current Attachment C, City -County Municipal Services Billing Rates.
8.2 The rates indicated in the City-County Municipal Services Billing Rates form will be readjusted by the County annually, effective the first day of July each year, to reflect the cost of service s in accordance with the policies and procedures for the determination of rates established by the County.
8.3 The City will be billed based on the current service level described in the latest Attachment C, City-County Municipal Services Billing Rates form.
8.4 The cost of any additional services requested and provided under the Agreement and not set forth in Attachment C, City -County Municipal Services Billing Rates form will be determined by the Department in accordance with the policies and procedures established by the County.
9.0 PAYMENT PROCEDURES
9.1 The County, through the Department, will submit a summar y invoice covering all services performed during the month to the City within twenty- five (25) calendar days after the close of each calendar month. The City will pay the County for all undisputed amounts within thirty (30) calendar days after the date of the invoice.
9.2 If payment is not delivered to the County office described on the invoice within sixty (60) days after the date of the invoice, the County is entitled to recover interest on the unpaid amount.
9.3 For all disputed amounts, the City will provide the County with written notice of the dispute including the invoice date, amount, and reason (s) for the dispute within twenty-one (21) calendar days after receipt of the invoice.
The Parties will confirm the resolution of the dispute in writing. For any disputed amounts, interest will accrue if payment is not received within sixty (60) calendar days after the date of the written resolution.
9.4 Interest will be calculated at the rate of seven percent (7%) annually or any portion thereof, from the last day of the month for which the services were performed, or in the case of disputed amounts, from the date of the written resolution.
9.5 Despite the provisions of Government Code Section 907, if payment is not delivered to the County office described on the invoice within sixty ( 60) calendar days after the date of the invoice, or in the case of disputed amounts, from the date of the written resolution, the County ma y satisfy such indebtedness, including interest on unpaid amounts , from any funds of the City o n deposit with the County , without giving further notice to the City of County’s intention to do so.
10.0 NOTICES
10.1 Each Party shall designate a Primary Contact, as i dentified in Attachment B, Service Level Request, to facilitate the services covered by this Agreement. Routine communications necessary for the day -to-day facilitation of services may be conveyed through telephone, email, or in - person interactions. However, all notices or demands required, permitted, or desired to be given by one Party to the other must be in writing. Such notices or demands shall be mailed or emailed to the other Party's designated Primary Contact at the address provided in Attachme nt B, Service Level Request. Both Parties may update the designated addresses and contact persons by providing written notice to the other Party.
The Department accepts both physical (wet) signatures and electronic signatures for any notices or correspondence related to this Agreement.
10.2 Notices to the County of Los Angeles must be addressed as follows:
For physical notices:
County of Los Angeles Department of Animal Care and Control Contracts and Grants Division
Attn: Bradley Kim
5898 Cherry Avenue
Long Beach, CA 90805
Phone: (562) 379-9722
For electronic notices:
10.3 Notices to the City must be addressed to the contact person listed on the most recent SLR on file and/or the current City Official or City Manager.
11.0 AMENDMENTS
11.1 With the exception of changes to a City’s contact information, any changes, modifications, or amendments to the Agreement must be in writing and duly executed by the Director of the Department, or his/her designee, and an authorized representative of the City. The only exception to this requirement applies to updates to the City's contact information, which may be made through a simple email confirmation from the City.
12.0 AUTHORIZATION WARRANTY
12.1 The City represents and warrants that the person executing the Agreement for the City is an authorized agent who has actual authority to bind the City to each term, condition, and obligation of th e Agreement and that all requirements of the City have been fulfilled to provide such actual authority.
12.2 The County repres ents and warrants that the person executing th e Agreement for the County is an authorized agent who has actual authority to bind the County to each term, condition, and obligation of the Agreement and that all requirements of the County have been fulfilled to provide such actual authority.
13.0 ENTIRE AGREEMENT
13.1 The Agreement, including Attachment A, Description of Services, the most recent Attachment B, Service Level Request, and the latest Attachment C, City-County Municipal Services Billing Rates , along with the applicable Assumption of Liability or Joint Indemnity Agreement referenced under Section 5.0, constitute the complete and exclusive statements of the Parties, which supersede all previous agreements, written or oral, and all communications between the Parties relating to the subject matter of the Agreement. Except as provided in Paragraphs 3.4 and 11.1, all changes or amendments to the Agreement must be in writing and mutually executed by authorized personnel on behalf of the Parties. The Director of the Department, or his/her designee , is authorized by the County to execute amendments.
14.0 CONSTRUCTION OF AGREEMENT
14.1 Each Party has p articipated in the drafting and preparation of th e Agreement, and each Party agrees that the Agreement will not be construed against any Party on the grounds that the Party drafted the Agreement.
15.0 IMPLEMENTATION OF AGREEMENT
15.1 Each Party agrees to execute the documentation required and to take such other actions as may be reasonably necessary to accomplish the purposes of the Agreement.
16.0 COUNTERPARTS
16.1 The Agreement may be executed in counterparts (including via facsimile or electronic copy ), which will become effective only when e very Party has signed and delivered a counterpart. The originals of any counterpart signature pages will be delivered to the County and retained as part of the original Agreement.
CITY-COUNTY MUNICIPAL SERVICES AGREEMENT
COUNTY OF LOS ANGELES DEPARTMENT OF ANIMAL CARE
AND CONTROL AND CITY OF PALMDALE
IN WITNESS WHEREOF, the County of Los Angeles, by order of its Board of Supervisors has caused the Agreement to be executed by the Director of the Department of Animal Care and Control and the City has caused the Agreement to be executed on its behalf by its authorized representative.
COUNTY OF LOS ANGELES
By_______________________________
MARCIA MAYEDA
Director
Department of Animal Care and Control
Date_______________________________
CITY OF PALMDALE
By_______________________________
City of Palmdale, City Manager
Date_____________________________
ATTEST:
By______________________ _________
City Clerk Date
By______________________ _________
City Attorney Date
APPROVED AS TO FORM:
DAWYN R. HARRISON
County Counsel
By___________________________
David Beaudet
Senior Deputy, County Counsel
Date_________________________
COUNTY OF LOS ANGELES
ATTACHMENT A
DEPARTMENT OF ANIMAL CARE AND CONTROL
DESCRIPTION OF SERVICES
I. Animal Care Services
The County of Los Angeles Department of Animal Care and Control (Department) maintains seven animal care centers that accept stray, lost, abandoned, and relinquished animals. The Department also receives and maintains animals that are victims of abuse or neglect, under a quarantine order, or that pose a risk to the public. Stray or lost animals are held for an initial period to give an owner the opportunity to reclaim them. Owner- relinquished animals are held for an initial period prior to euthanasia or adoption to a new home, pursuant to State law. The holding period may vary and may be extended in an attempt to reunite the animal with an identified owner or for other reasons.
The Department is dedicated to providing appropriate and safe housing to all animals accepted into the Department’s care. The Department is required by law to provide a safe environment with proper food, water, shelter, opportunity for exercise, and medical care for the animals it houses. Medical care may be provided by Department staff or, at the Department’s sole discretion, outsourced to a contracted veterinarian.
As requested by the City in Attachment B, Service Level Request, the Department will provide the City with either: Full Care Center Services; Animal Care for Transfer only; or No Care Center Services.
A. Full Care Center Services
All animals collected in the field within the boundaries of the City or determined to have originated from within the boundaries of the City may be housed at a County animal care center. Admitted animals will be vaccinated and provided medical care, food, water, and shelter. The Department may post an animal’s picture on the Department’s website to assist residents in reclaiming a lost or missing pet or find ing a new one . Residents may also visit the associated animal care center to find their lost or missing pet. The hours of operation of each animal care center may be found on the Department's website.
The Department will make reasonable attempts to house animals from the City at the animal care center closest to the City. The nearest animal care center to the City will be designated as the primary animal care center. There may be circumstances in which the Department will house animals collected from the City at an alternate location.
Full Animal Care Center services include:
• Providing food, water, shelter, enrichment, and medical care for animals in the Department’s care;
• Holding stray animals and attempting to reunite them with their owners; • Accepting unwanted animals surrendered by their owners; • Making best efforts to find new adoptive homes for domestic animals and livestock;
• Quarantine and observation of animals for rabies and other diseases at the direction of the Department of Public Health;
• Working with wildlife rehabilitators to rescue sick and injured wildlife; • Providing emergency care and housing to pets and livestock displaced by wildfires or other disasters;
• Holding animals that are the subject of criminal investigations or other legal or administrative proceedings;
• Spay and neuter services for dogs and cats pursuant to State law; • Medical treatment and surgeries to make animals more adoptable; • Euthanizing sick, injured, dangerous, unweaned, feral, or un -adoptable animals;
• Public services, including prevention of animal abuse, neglect, or abandonment through outreach and education, and intervention through finding alternatives to relinquishment and assisting at-risk populations; • Filing annual reports to the State of California as required by law; • Disposal of dead animals;
• Maintaining a website with pictures of stray and surrendered animals to facilitate reuniting the animals with their owners or finding new adoptive homes;
• Connecting pet owners to services to increase owner retention of pets; and • Maintaining regular hours of operation for the public.
B. Animal Care for Transfer
If the City has opted for Animal Care for Transfer services in Attachment B, the Department will provide temporary housing until the City has transported the animal(s) to another animal care facility. Services will be the same as described for Full Shelter Service above. The Department will only release animals to be transported to an animal care facility approved in advance by the Department and documented in Attachment B. The Department will only release an animal to persons capable of transferring an animal safely in a vehicle appropriate for the humane transfer of the animal. The City will be responsible for all costs of the temporary care an d housing at the Department’s animal care center, as well as the subsequent costs of transportation, care, and housing at the animal care location of the City’s choice. The Department may refuse to release an animal for transport if, in the reasonable asse ssment of the Department, the vehicle in which the City desires the animal(s) to be transported poses an unacceptable risk of harm to the animal(s) or others, or if the animal is
ill or injured to the extent that transportation would cause further injury o r suffering.
The Department will not provide transportation from the field or from a County animal care center to any alternate animal care location, except as necessary for the needs of the County. If necessary, the Department may transport an animal(s) to an alternative animal care location of the City’s choice and the City will be responsible for the cost of such transport at the current billing rate for field service staff.
The City will be responsible for all costs for the admission, care, and housing at the Department's animal care center, as well as the subsequent costs of care and housing at any animal care facility of the City's choice. The City's designated animal care center location is listed in Attachment B, Service Level Request.
II. Field Services
The County will provide the services set forth below in accordance with the provisions of the Los Angeles County Code, Title 10, “Animals,” and all future amendments, except as otherwise agreed to by the Parties in Attachment B, Service Level Request.
A request by the City for the Department to enforce Los Angeles County Code, Title 10, Chapter 37, will authorize the Department to provide an administrative hearing process to accomplish the enforcement when applicable.
In or der to harmonize the terms of this Agreement with the provisions of the City’s municipal code, the City must adopt Title 10 “Animals” of the Los Angeles County Code (“Title 10”). The City may adopt or opt out of provisions of Title 10 only as agreed to by the Department. The City is encouraged, but not required to, adopt Title 10 in such a way as to incorporate all future amendments.
The Department will inform the City of any proposed changes to Title 10 with as much advance notice as practical, with the intention to provide the City with an opportunity to submit input to the Department and the County related to the proposed changes. The Department will notify the City of the passage of any change to Title 10 by the County Board of Supervisors as soon as practical. The Department will inform the City whether the City may adopt or opt out of the changes to Title 10.
Description of Field Services
The Department will provide sufficient resources and services for animal control field services. Services consist of Department personnel performing a variety of tasks utilizing appropriate equipment. These tasks include:
• Promptly responding to reports of vicious and dangerous animals that pose a threat to public safety;
• Capturing, reuniting, and admitting stray domestic animals; • Capturing and impounding or returning domestic animals at large; • Accepting and caring for animals surrendered by their owners; • Removal of dead land animals (limited to a maximum of 150 pounds) from public and private property as set forth in Section 10.12.130 of the County Code; • Educating the public and enforcing State laws and local ordinances, including leash laws, animal cruelt y laws, and the laws relating to keeping wild or exotic animals;
• Investigating cases for possible criminal prosecution, including misdemeanor and felony crimes; issuing citations; collecting evidence; preparing reports; testifying in court and other hearings;
• Investigating appropriate cases for potential administrative actions pertaining to animals; preparing appropriate documentation to pursue administrative declarations; conducting administrative hearings, consistent with state and County laws; and defending declarations that are challenged in court; • Rescuing ill, injured, or abused animals;
• Enforcing animal nuisance complaints such as excessive animal noise and other violations; issuing administrative or criminal citations as appropriate; • Assisting local law enforcement with their investigations when animals are involved, such as the service of search warrants and impounding animals as evidence or when necessary for those belonging to persons taken into custody; • Responding to emergencies such as fires, earthquakes, floods, and other natural or manmade disasters to rescue and temporarily house animals, or to provide care for animals in evacuation zones;
• Maintain a 24-hour dispatch and communications center to receive calls for service and dispatch staff for field response as appropriate; and • Maintaining records in accordance with applicable laws and policies.
A. Standard Service Plan
The Standard Service Plan includes answering calls for service 24 hours per day, seven days per week, dispatching or assigning field staff, and performing duties in the field based on priority, location, and availability of staff. Services provided under the Standard Service Plan are similar to those services the Department provides to unincorporated communities in Los Angeles County.
B. Limited Service Plan
The Limited Service Plan includes standard services on a part -time basis during days and hours specified in the Service Level Request. Billing rates are described in Attachment C, City-County Municipal Services Billing Rates.
III. Alternatives to Care Center Admissions
The Department's “Alternatives to Care Center Admissions” services are activities that go beyond providing housing for dogs and cats , and have the effect of keeping pets out of care centers and in homes and healthy environments. This inclu des staff counseling pet owners or connecting them with resources such as free pet food and supplies, medical vouchers, temporary housing, access to a medical helpline , and other critical resources all intended to help keep pets with their families. The Department also offers a variety of pet assistance programs, known collectively as the Pets Are Family (PAF) program, which is funded almost entirely through donations and grants received by the Department. A summary of the programs offered under PAF can be found on our website (https://animalcare.lacounty.gov/dacc-support-services).
As a result of these efforts, the number of dogs and cats admitted into Department animal care centers has decreased dramatically due to the Department reducing preventable pet surrenders. These programs are only available to cities that opt into Full Care Center Services and are charged at a flat per capita rate as indicated in Attachment C, City - County Municipal Services Billing Rates.
Managed Intake
Managed Intake (MI) is a strategy that allows agencies to manage and reduce the flow of both owned pets and homeless animals into their care, which is accomplished by partnering with the community and providing resources and solutions. Through the Department’s intervention services, pet owners receive support in the form of consultation, financial resources, and referrals — both medical and behavioral — to assist them with their pet -related issues. MI has reduced the number of surrendered animals admitted to the Department’s care centers to those who have no other opportunity for rehoming. This is reducing the costs for cities that are associated with sheltering cats and dogs.
Components of Managed Intake:
• Community Engagement is key to successfully employing Managed Intake, giving the community an opportunity to foster, network animals, facilitate adoptions, and to develop solutions to keep pets with their owners.
• The Department encourages people who have found stray animals to attempt to reunite the pets with their families. The Department also encourages residents to
allow free roaming cats to remain where they live, as these are often pets or community cats.
• To reduce the relinquishment of owned pets, the Department will provide resources such as training, food, and supplies, or other support to help keep pets in their homes.
• Public safety and animal welfare are a priority. Animals that pose a safety threat will immediately and safely be admitted by the Department, as will animals that are sick or injured.
IV. Individual Animal Licensing Services
Adult dogs four months of age and older are required by State law to have individual licenses. The City may request that the Department enforce licensing requirements in the City for dogs, cats, or other animals as described in Attachment B. The City may adopt the County’s fees for individual animal licenses or set its own fees as permitted in Attachment B.
License renewal notices are mailed or transmitted by the Department to the animal owner of record. The renewal and payment are received and processed on a fee -per-license basis. Pet owners may opt into a one - or three-year license option for their pet s. A current license will be required before an animal will be released to a resident of the City.
Fees from one- and three-year licenses collected will be credited to the City monthly in arrears.
The Department’s animal licensing services include:
• Issuing animal licenses for pets as requested by the City; • Processing license applications, payments, and information changes; • Issuing license renewal notices;
• Assessing and collecting fees, penalties, and other financial remittances; • Maintaining a database for animal licensing, records of calls for service, and actions taken; and
• Maintaining the Rabies Vaccination Certificate tool database which scans rabies vaccination data reported by private veterinary clinics to identify unlicensed pets in our jurisdictions and generate compliance notices to pet owners.
V. Additional Outreach and Enforcement Services Options
The City may request that the Department provide additional services as outlined below.
A. Animal License Enforcement Services
License Enforcement Services provides staff to perform individual animal license
enforcement in designated areas within the City. This program includes:
• Issuing new licenses and renewing expired licenses;
• Issuing citations to violators of animal licensing ordinances; • Collecting license revenue, delinquency charges, and authorized fees; and • Recording licensing data in the Department's database.
B. Animal Facility Licensing
The Department's Animal Facility Licensing program provides staff to perform animal facility inspections and licensing to animal-related businesses or organizations that require a license under Title 10 of the County Code. Animal-related facilities are inspected annually to ensure the safety and well-being of the animals as well as the health and safety of the public. Licensees are provided a letter grade based on the results of the inspection.
The Department retains facility license fees to offset the cost of annual inspections and related administrative costs. Staff time for licensing and inspections is not billed to the City. Investigations in response to complaints about activities at a licensed location are conducted by field officers based in the Department's animal care centers and are billed in accordance with Attachment C, City -County Municipal Services Billing Rates.
This program includes:
• Annual inspection of any premise used by an animal-related business or non- profit organization, including grooming shops, pet shops, boarding facilities or breeding facilities, animal menageries, and all other places where animals are maintained for profit or business activities;
• Issuing grades to animal facilities consistent with the requirements of Section
10.28.270 of the County Code;
• Follow-up inspections of animal facilities as necessary; • Collection of license fees to offset the cost of services; and • Documentation and maintenance of records as necessary.
C. Vaccination and Microchip Clinics
California Health and Safety Code Section 121690(f) states that every city and county, "shall provide dog vaccination clinics, or arrange for dog vaccination at clinics." The Department holds periodic low-cost rabies vaccination and micr ochip clinics at its animal care centers. If the City chooses additional rabies vaccination and microchip clinics, the following services are offered:
• Providing or assisting in arranging for low-cost vaccinations and microchips; • Staffing low-cost vaccination and microchip clinics with medical personnel and necessary support staff, subject to availability;
• Licensing animals vaccinated at the clinic; and
• Assisting jurisdictions in promoting these community-based clinics.
D. Spay/Neuter Trust Fund
The City may elect to contribute $5.00 per altered and unaltered dog license to the Spay/Neuter Trust Fund. Participation in the Spay/Neuter Trust Fund allows the Department to offer a low -cost or free spay/neuter program for the City’s residents who wish to have their pets spayed or neutered. The Department staff will work with animal care center veterinary clinics and mobile veterinary clinics to assist qualified residents in obtaining spay/neuter services in an area near them.
VI. Records
Upon reasonable notice, the Department will make available to authorized representatives of the City, for examination, audit, excerpt, copy, or transcription, any pertinent transaction, activity, or other record relating to the Agreement. The City must ensure such records are handled in a manner consistent with all applicable privacy laws and all laws related to the Public Records Act (Government Code sections 7920.000 et. seq.).
Upon request, the following standard reports are available from the Departmen t on a monthly basis:
1. Dogs and/or Cats Impounded
2. Animals Returned to Owners
3. Dogs and/or Cats Abandoned
4. Special Admission Dog & Cat
5. Other Animals Impounded
6. Quarantined Dogs and/or Cats
7. Special Admission Other Animals
8. Private Veterinarian (Outside Medical Expense)
9. Dead Animal Pick Up Requests
10. Types of Calls for Service
11. Location of Admission
12. Public Hours performed at a specific Animal Care Center
In accordance with Section 4.7 of the Services Agreement, the Department will provide up to 12 hours of staff time annually for producing special reports to the City at no cost.
Additional staff time will be charged to the City at the current reimbursement rate for applicable staff time.
ATTACHMENT B
CITY-COUNTY MUNICIPAL SERVICES AGREEMENT
COUNTY OF LOS ANGELES
DEPARTMENT OF ANIMAL CARE AND CONTROL
AND
THE CITY OF
FISCAL YEAR 2024-25 SERVICE LEVEL REQUEST
I. Animal Care Center Services
The level of animal care center service that the City requests and the County agrees to, is (select one of the three options below):
Full Service
Primary animal care center:
Animal Care Center Services for Transfer
City’s Animal Care Facility contact information:
Agency Name:
Telephone:
Address:
No Animal Care Center Services
II. Field Services
The level of field service that the City requests and the County agrees to, is (select one of the three options below):
Standard Service Plan
Limited Service Plan (check all applicable boxes below) Full County Field Services
County provides service on following
days/times (please identify):
Weekend days and holidays (please
identify days and hours):
Priority County Field Services - Priority 1 Calls Only (As Determined by Department Policy)
County provides service on following
days/times (please identify):
Weekend days and holidays (please
identify days and hours):
Standby County Field Services (Service Requests only from City Personnel; the City will screen calls from the public)
County provides service on following
days/times (please identify):
Weekend days and holidays (please
identify days and hours):
Humane Investigations – as needed Yes
No
Administrative Investigations – as
needed (LACC Title 10, Chapter 37,
Potentially Dangerous/Vicious Dogs)
Yes
No
Administrative Compliance
(Post hearing compliance checks will
be handled by DACC on City’s behalf)
Yes
No
City’s Animal Control (Field Services) contact information:
Department Name:
Telephone:
Address:
No Field Services
III. Individual Animal Licensing
The City agrees to have the County provide individual animal licensing and has adopted the license fees outlined in Los Angeles County Code. The City agrees to have the County provide individual animal licensing and has adopted the following license fees (please provide a copy of the applicable ordinance or resolution):
Altered Dog $ Altered Cat $
Unaltered Dog $ Unaltered Cat $
Senior-owned Altered Dog $ Senior age is defined as age Military Veteran w/ Disability Altered Dog $
Delinquency Charge $ Delinquency charge applies after: days Other Special License Fee $ Description/criteria:
Field Enforcement Fee* (select one)
$40.00
$0.00
*Only applicable when licensing is initiated in the field by Department employees.
Current license fees adopted by the City on _____________________, 20_____. No Animal Licensing Services
A. Animal Facility Inspection and Licensing (Costs included in overhead— not billed)
□ The City requests the County to license animal -related facilities (including inspection and grading services) in the City.
□ No animal facility licensing services --the City will conduct its own program. (Please provide contact information below.)
The City's animal facility program contact information:
Department Name:
Telephone:
Address:
B. Vaccination and Microchip Clinic(s)
The City requests the County to provide or assist in arranging for vaccination clinic(s) in the City, utilizing Department personnel to also license animals during the vaccination clinic(s), at the applicable rate for staff time. No vaccination or licensing clinic services.
C. Spay/Neuter Trust Fund
Participate in the Spay/Neuter Trust Fund to allow residents access to low-cost spay/neuter services.
No participation in the Spay/Neuter Trust Fund.
IV. Outreach and Enforcement Services
Please make a selection for each of the options below. For more information, you can view Attachment A, Description of Services, of your municipal services agreement or reach out to one of the contacts listed on Page 7 of this Service Level Request.
V. Enforcement of County Code
The City agrees to the enforcement of Title 10 with no exceptions. The City agrees to the enforcement of Title 10 with the following pre-approved exception(s): (please mark all that apply)
10.20.350: Mandatory Spay and Neuter. The City does not require the spay/neuter of:
o Dogs
o Cats
10.20.185: Mandatory Microchipping. The City does not require the microchipping of:
o Dogs
o Cats
10.20.038: Number of dogs and cats. In the City the following number of animals are allowed per household:
Dogs _____ Cats _____ Total of ______ dogs/cats
10.20.030: Mandatory Cat Licensing. Domestic cats are subject to:
o Voluntary Cat Licensing
o No Cat Licensing
10.28.020: Animal Facility Licensing. The County will not license/inspect animal facilities.
10.40.060: Excessive Animal Noise Complaints. The City will conduct its own noise enforcement.
City’s Animal Noise Complaint contact information:
Department Name:
Telephone:
Address:
E-mail:
VI. Requested Additions to Title 10 Enforcement
Please list individual municipal code sections requested to be enforced by the Department. (Please ensure your municipal code contains adequate enforcement authority.)
COUNTY
City Code
Section No. City Code Section Title Approved Not
Approved
VII. Contact Information
County Primary Contact
Name: Bradley Kim
Title: Contracts and Grants Division Liaison
Address: 5898 Cherry Avenue
Long Beach, CA 90805
Telephone: (562) 379-9722
E-mail: [email protected]
County Alternate Contact
Name: Marissa Muller
Title: Administrative Services Manager l
Address: 5898 Cherry Avenue
Long Beach, CA 90805
Telephone:
E-mail: [email protected]
City Primary Contact
Name:
Title:
Address:
Telephone: (____)
E-mail:
City Alternate Contact
Name:
Title:
Address:
Telephone: (____)
E-mail:
Note: A new Service Level Request submission is not needed if a city wishes only to update its contacts. For contact updates, an email notice will suffice.
VIII. Annual/Amended Service Request Approval
For the City:
____________________________ ___________________________ ___________ Authorized City Representative Authorized Signature Date (Printed Name) (Signature)
____________________________ ___________________________ Title Telephone Number
For the County:
Marcia Mayeda _______ ____________________________ ___________ Director Authorized Signature Date
Dept. of Animal Care and Control (Signature)
ATTACHMENT C
COUNTY OF LOS ANGELES
DEPARTMENT OF ANIMAL CARE AND CONTROL
CITY-COUNTY MUNICIPAL SERVICES
BILLING RATES
I. Billing Period
These billing rates are effective from July 1, 2024, through June 30, 2025.
II. Billing Rates
Animal Care Center Services
Alternatives to Care Center Admissions (based on human population) $0.70 per capita annually
Shelter Services:
Flat Rate for stray or relinquished dogs and cats
Daily Rate for dogs and cats of “legal hold” animals
(See Paragraph III.D “Billing for ‘legal hold’ animals”) $697.36 per impound
$697.36 per impound
and $87.17 per day for
days over 8
Animal License Field Enforcement per hour $110.47 per hour Dog/Cat License Processing per license $5.54 per license Field Services per hour for Full Field Service Cities $156.20 per hour Field Services for Limited Field Service Cities:
Basic rate during regular hours with 2-week notice
Rate for nights/weekends (Monday-Friday 7pm-7am,
Saturday, Sunday, and County Holidays)
$234.30 per hour
$234.30 per hour,
minimum call-out
charge of 4 hours
Additional Administrative Services
Attendance at meetings in excess of contract allowance $313.41 per hour Production of reports in excess of contract allowance $139.15 per hour Liability Trust Fund
Liability Trust Fund 3.5 % of hourly rate*
*Percentage is based on, and in addition to, the hourly rate for hours actually billed for Field Services and animal license Field Enforcement.
III. Billing Methodology for Care Center Services
The Cit
y is financially responsible for the care of animals impounded within the City's jurisdiction. If an animal is claimed by its owner, the redemption fees collected from the owner will be credited to the City up to the maximum amount billed to the City for that animal. The County assumes responsibility for the physical care and disposition of all animals coming into the Department’s possession or custody.
A. Cost A
llocation for Care Center Services
During t
he billing period, the costs of providing Care Center Services are allocated as follows:
1. Per dog a
nd cat impounded:
a. A flat dog/
cat impoundment rate is established annually based upon the costs of housing animals. The flat rate is billed for all dogs/cats housed, regardless of the actual length of stay, except as outlined in paragraph D below. During the billing period, the cost of care for dogs/cats in excess of capped days are subsidized, except as outlined in paragraph D below. b. For dogs and ca
ts impounded in circumstances described in paragraph D
below, that are held beyond the length of stay captured in the flat rate , a daily impoundment rate is established annually based upon the costs of the time allocated to the impoundment, care (including medical care), and feeding of those animals. In addition to the flat rate charged for dogs/cats, the City will be billed at the daily rate for all days those animals are housed by the Department. Animals that are held in “legal hold” will not be subsidized.
2. Per capi
ta fee based on the human population of the City
a. A per ca
pita public service rate is established annually based upon time allocated to Public Service including: interaction, intervention, and outreach activities that are not directly related to the impoundment, care, and feeding of animals is allocated to the City on a per capita basis.
This allocation methodology applies costs for services as they relate to animal impoun
ds and for services that do not relate directly to the impoundment, care, and feeding of animals. The ratio for allocation is based on staff time allocated to these activities.
P
age 3 of 5
B. Medical Costs
M
edical costs (excluding spay/neuter surgeries ) provided by the Department’s medical staff are included in the overhead to establish the cost -recovery rate for boarding, and are not billed separately or in addition to that rate. The Department reserves the right to send any animal to a private veterinary facility for examination, treatment, and/or hospitalization as the Department deems necessary in its sole and absolute discretion. All expenses incurred by the Department for outside medical services, for animals from the City, will be billed to the City.
C
. Cost Offsets
T
he City will receive a credit from the County for all applicable redemption fees collected from or on behalf of the owner of an animal that is claimed from the custody of the Department , up to the maximum amount billed to the City for that animal. The Department reserves the right to waive fees when appropriate in the Department's sole and absolute discretion.
T
he City will not receive any credit for adoption fees (whether paid by an individual or an organization).
D. B
illing for “Legal Hold” and Other Shelter Services:
D
ogs and cats that are housed for a “legal hold” and other shelter services are billed at the flat impound rate until the stay exceeds the length of stay captured in the flat rate at which time a daily rate will be charged for the remainder of the time the animal is housed by the Department (from intake to disposition ). Legal hold animals are held in accordance with applicable statutory guidelines, and/or at the sole and absolute discretion of the Department based on pending or anticipated criminal, civil, or administrative action.
P
age 4 of 5
“
Legal Hold” and Other Shelter Type Descriptions
Total
Number of
Days Billed
Quarantine
Observation
Animals
Per applicable s tate law, any animal of a species
susceptible to rabies that bites a person and breaks
the skin is required to be quarantined for 10 to 30
days (depending on the species). Animals
susceptible to rabies that have contact with a wild
(potentially rabid) animal must be quarantined for 30
days or six months (depending on the species and
vaccination status).
Animals in the custody of the Department that are
reported to have either bitten or been exposed to a
potentially rabid animal, will be placed in
quarantine/isolation and observed for symptoms of
rabies for the required period.
Additionally, although rare, the Department of Public
Health has the authority to quarantine animals for
other specified diseases. Any quarantine for a
disease other than rabies wi ll be specified by
disease.
Unlimited
days
Special
Intake:
Animals that are seized pursuant to a search
warrant, Penal Code Sections 597.1 or 599aa, or as
evidence in a criminal investigation may be held up
to the time of disposition of the criminal matter.
Animals subject to the jurisdiction of the Coroner’s
Office may be held until released by that Office.
Animals in the custody of the Department that are the
subject of anticipated or pending civil litigation or
administrative regulation may be held through the
pendency of that action, and any appeal stemming
from that action.
Unlimited
days
P
age 5 of 5
Return to
Owner
Animals:
Any animal with traceable identification that is
brought to the Animal Care Center, whether by the
Department staff or the public, will be held for ten (10) calendar days for the owner to reclaim it. The owner
or person entitled to the custody of any animal
impounded can redeem s uch animal by paying
impound, boarding, and private veterinary fees
accruing up to the time of such redemption.
10 days
Abandoned
Animals:
Animals that are found to be abandoned in a private
property will be held at the Animal Care Center at
least fifteen (15) calendar days to determine whether
the owner had an agreement with someone to care
for the animal in their absence.
15 days
City Council Staff Report
DATE: OCTOBER 2, 2024
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: PUBLIC WORKS DEPARTMENT
MAINTENANCE DIVISION
DISTRICT: ALL
SUBJECT: APPROVE REQUISITION WITH COASTLINE EQUIPMENT
COMPANY FOR THE PURCHASE OF A NEW JOHN DEERE 444P
WHEEL LOADER FOR A TOTAL NOT TO EXCEED AMOUNT OF
$241,728, AND APPROVE REQUISITION WITH INLAND
KENWORTH (US), INC., FOR THE PURCHASE OF A NEW T480
4,000-GALLON WATER TRUCK FOR A TOTAL NOT TO EXCEED
AMOUNT OF $217,344
RECOMMENDATION
Staff recommends that the City Council:
1. Approve Requisition No. 250240 with Coastline Equipment Company for the purchase of a new John Deere 444P Wheel Loader for a total not to exceed amount of $241,728;
2. Authorize the City Manager or her designee to approve Requisition No. 250240 and the resulting purchase order with Coastline Equipment Compan y, including minimal and/or non-substantial changes;
3. Approve Requisition No. 250242 with Inland Kenworth (US), Inc. for the purchase of a new T480 4,000 -gallon Water Truck for a total not to exceed amount of $217,344; and,
4. Authorize the City Manager or her designee to approve Requisition No. 250242 and the resultin g purchase order with Inland Kenworth (US), Inc. , including minimal and/or non-substantial changes.
BACKGROUND
The Public Works Fleet Maintenance Division manages over 350 vehicles, equipment, and specialty equipment. It coordinates, develops, and recommends long-range plans Report to Mayor and City Council
Re: Approve Requisition No. 250240 with Coastline Equipment Company & Requisition No. 250242 with Inland Kenworth (US), Inc.
October 2, 2024
for managing and maintaining the City’s fleet operations, including purchasing and disposing of vehicles under the City’s Vehicle Replacement Policy.
The Policy considers a vehicle’s age, miles or hours used, and duty type to determine which vehicles and equipment are eligible and in most need of replacement. Based on these criteria, staff identified the City’s current wheel loader and water truck. The City Council approved the purchase of a new wheel loader and water truck within the budget adoption for Fiscal Year 2024-25.
DISCUSSION
John Deere 444P
Street Maintenance uses the wheel loader daily for various operations, such as moving dirt, cleaning debris, construction, and storm clean-up in the maintenance yard and throughout the City. The existing 2008 John Deere 444J model is worn and often encounters operational issues, creating service delays. Also, given its age, the current equipment has a Tier 2 diesel engine classification from the California Air Resources Board (CARB). CARB is phasing out these tier vehicles and will soon designate the existing loader as low-use, limiting its operating hours per year. These restrictions will negatively impact daily operations including the City’s response to significant events like large storms or natural disasters, resulting in further service delays and potentially causing costly budget implications.
The new and upgraded John Deere 444P wheel loader will have a CARB Final Tier 4 classification and provide more reliability to Street Maintenance operations, allowing staff to complete daily activities safely and efficiently.
The City will purchase the replacement loader from Coastline Equipment Company, the exclusive John Deere construction equipment distributor in Southern California, which will use cooperative pricing through Sourcewell Contract No. 011723-JDC with John Deere Construction Retail Sales.
Kenworth T480 4,000-Gallon Water Truck
Street Maintenance uses a water truck daily for dust control when shoulder grading throughout the City. The City’s 2014 2,000-gallon water truck is aged and undersized for current operations, creating limitations during dirt-moving activities. As a result, it frequently breaks down and becomes inoperative. However, California law requires the ground to be wet during dust-producing operations. Therefore, the City must rent a water truck when the existing vehicle is not in service, which can be costly and negatively impact the budget.
Report to Mayor and City Council
Re: Approve Requisition No. 250240 with Coastline Equipment Company & Requisition No. 250242 with Inland Kenworth (US), Inc.
October 2, 2024
A new and upgraded Kenworth T480 4,000-gallon water truck will double the existing vehicle’s capacity, representing the correct size vehicle for the current usage. The increased capacity will result in fewer trips to local hydrants to fill the tank, which can sometimes be miles away, making operations more accessible and efficient. This new truck will ensure the City remains compliant with state regulations and completes the necessary shoulder grading citywide for the community’s safety.
The City will purchase the replacement water truck using cooperative pricing through Sourcewell Contract No. 060920-KTC with Kenworth Truck Company.
FISCAL IMPACT
$459,072; funds for Requisitions No. 250240 and No. 250242 and the resulting purchase orders are currently budgeted in the Fleet Maintenance equipment capitalized account No.15433006-774400. Operating and maintenance costs are projected to be approximately $5,000 annually for each vehicle after the vehicle’s initial year in service.
STRATEGIC PLAN
Goal II. Ensure long-term fiscal health of the City and maintain funding for services.
A. Manage resources, costs, and liabilities to ensure the City’s long-term fiscal health.
Prepared by: Hamed Hashemian, P.E., City Engineer
Certified as to availability of Funds: Janelle Samson, Director of Operations Approved by: Ronda Perez, City Manager
Approved as to form: William P. Curley, III, City Attorney
ATTACHMENTS
Req. No. 250240 with Coastline Equipment Company
Sourcewell Contract No. 011723-JDC
Req. No. 250242 with Inland Kenworth (US), Inc.
Sourcewell Contract No. 060920-KTC
================================================================================ Bill To | Requisition 00250240-00 FY 2025 FINANCE DEPARTMENT |
38300 SIERRA HWY |Acct No:
STE D |15433006-774400
PALMDALE, CA |Review:
93550 |Buyer: mharris
|Status: Approved Page 1
================================================================================ Vendor Ship To
COASTLINE EQUIPMENT PUBLIC WORKS/MAINTENANCE 4252 SACO ROAD 39110 3RD ST EAST
PALMDALE, CA 93550
BAKERSFIELD, CA 93308 [email protected]
Tel#661-399-3600
Fax 661-399-8782
-------------------------------------------------------------------------------- Date |Vendor |Date |Ship | |
Ordered |Number |Required |Via |Terms |Department -------------------------------------------------------------------------------- 08/22/24 |002065 |08/22/24 | |STREET MAINTENANCE -------------------------------------------------------------------------------- LN Description / Account Qty Unit Price Net Price General Notes
-------------
for OCT-2 council meeting
001 John Deere 444P wheel loader 1.00 241728.01000 241728.01 EA
Vendor Item
1 15433006-774400 241728.01 Requisition Link
Requisition Total 241728.01
***** General Ledger Summary Section *****
Account Amount Remaining Budget 15433006-774400 241728.01 1173086.61 ***** Approval/Conversion Info *****
Activity Date Clerk Comment
E-mail 08/22/24 Adam Dyer e-mail notification sent E-mail 08/22/24 Bruce Roadhouse e-mail notification sent E-mail 08/22/24 Hamed Hashemian e-mail notification sent E-mail 08/22/24 Stephanie Autry e-mail notification sent E-mail 08/22/24 Salvador Mendez e-mail notification sent E-mail 08/22/24 Janelle Samson e-mail notification sent E-mail 08/22/24 Matthew Harris e-mail notification sent E-mail 08/22/24 Candice Mantell e-mail notification sent E-mail 08/22/24 Dawn McIntosh e-mail notification sent ================================================================================ Bill To | Requisition 00250240-00 FY 2025 FINANCE DEPARTMENT |
38300 SIERRA HWY |Acct No:
STE D |15433006-774400
PALMDALE, CA |Review:
93550 |Buyer: mharris
|Status: Approved Page 2
================================================================================ Vendor Ship To
COASTLINE EQUIPMENT PUBLIC WORKS/MAINTENANCE 4252 SACO ROAD 39110 3RD ST EAST
PALMDALE, CA 93550
BAKERSFIELD, CA 93308 [email protected]
Tel#661-399-3600
Fax 661-399-8782
-------------------------------------------------------------------------------- Date |Vendor |Date |Ship | |
Ordered |Number |Required |Via |Terms |Department -------------------------------------------------------------------------------- 08/22/24 |002065 |08/22/24 | |STREET MAINTENANCE -------------------------------------------------------------------------------- LN Description / Account Qty Unit Price Net Price Authorized By: ___________________________ Date: _____________ Signature
Salesperson : X ______________ Accepted By : X ______________ Confidential
Quote Summary
Prepared For:
CITY OF PALMDALE WATER DISTRICT
39110 3RD ST E
PALMDALE, CA 93550
Prepared By:
JONATHAN LEACH
Coastline Equipment Company
4252 Saco Road
Bakersfield, CA 93308
Phone: 661-399-3600
[email protected]
Quote Id: 31524543
19 August 2024Created On:
Expiration Date: 30 August 2024
Equipment Summary Selling Price Qty Extended
JOHN DEERE 444 P-Tier Wheel
Loader
$ 218,611.53 X 1 = $ 218,611.53
Equipment Total $ 218,611.53
Quote Summary
Equipment Total $ 218,611.53
Doc Fee $ 750.00
SubTotal $ 219,361.53
Sales Tax - (10.25%) $ 22,366.48
Total $ 241,728.01
Balance Due $ 241,728.01
Selling Equipment
Quote Id: 31524543 Customer: CITY OF PALMDALE WATER DISTRICT Confidential
JOHN DEERE 444 P-Tier Wheel Loader
Equipment Notes: Rockland 2.5 Yard 4N1 Bucket Included.
Hours:
Stock Number:
Code Description Qty
6011DW 444 P-Tier Wheel Loader 1
Standard Options - Per Unit
183E JDLink™ 1
0202 United States 1
0259 English 1
0351 Translated Text Labels 1
0400 Standard Loader 1
0451 Standard Z-BAR 1
0613 Level 3 Trim 1
0655 Level 2 Performance 1
0951 Rear Camera (Primary Display) 1
1100 Less Detection System 1
1301 Left Side Steps 1
2201 Less Payload Scale w/ Cycle Counter 1
4065 John Deere 4.5L - FT4/SV 1
5105 Bridgestone GP - 17.5R25 L2 1-Star
Radial Tires w/ 3 PC Rims
1 5552 Standard Front Fenders 1
6522 Rear Counterweight & Rear Hitch w/
Pin
1 7026 Joystick Controls 1
7054 Three Function Hydraulics 1
7403 Hydraulic Coupler - JRB 416 Pattern 1
7458 Bolt-On Cutting Edge 1
7500 Less Fork Frame 1
7700 Less Tines 1
7813 2.50 YD (1.90 CM) Enhanced
Performance
1 8042 Axle Oil Cooling and Filtration 1
8501 Debris Package 1
8502 Maintenance and Service Package 1
8505 Guards - Transmission & Bottom 1
8508 Auxiliary Equipment Package 1
Dealer Attachments
BYT11988 Steering Column FNR Kit 1
Other Charges
Selling Equipment
Quote Id: 31524543 Customer: CITY OF PALMDALE WATER DISTRICT Confidential
Freight 1
Setup 1
Long Beach, CA • Bakersfield, CA • Oxnard, CA • Santa Ana, CA • Santa Maria, CA • Sylmar, CA Jerome, ID • McCall, ID • Meridian, ID
Elko, NV • Las Vegas, NV
REV 11/2022
_____
Coastline Commitment Guarantee for Deere Construction & F orestry Equipment C
ustomer: Model : Serial #_ _______
Coastline Commitment Expires: Basic Warranty E xpires:
• Ful
l Machine Basic Warranty for 12 months, unlimited hours or remaining balance • Pre-delivery inspection and customized set-up by Factory Certified Technicians • Delivery walk-around with the customer by Factory Certified Salesmen • Machine loaner for extended downtime during basic warranty • Four hour guaranteed response time for inoperable machine • No travel time or mileage charges for warrantable repairs during basic warranty • Warranty repairs performed by Factory Certified Technicians • Genuine John Deere parts and fluids provided for the first scheduled service • CounterParts Promise – the part is in stock or its free the next day • 25 point machine inspection prior to Basic warranty expiration • Optional John Deere Protect customized Maintenance agreements • Optional John Deere Protect customized extended warranties • John Deere Connected Support:
o JDLink™ for the life of the machine
o Preventative Maintenance interval monitoring
o Machine Health Alert notifications
o Remote Diagnostics and Programming
o Periodic machine performance review upon customer request • StructurALL Warranty for three years / 10000 hours, whichever occurs first • Diesel Pa rticulate Filter (DPF) coverage for five years / 10000 hours, whichever occurs first Cust
omer Responsibilities:
1. Customer must notify the Service Department that machine is covered by Coastline Commitment at the time they place the initial call.
2. Customer must follow manufacturer recommended guidelines for maintenance and use Genuine John Deere parts and fluids, or their equivalent.
3. Customer must contact the Parts Department to request John Deere parts and fluids for the first scheduled service when applicable.
4. Customer has received all documents described and agrees to the terms, conditions, and responsibilities contained herein.
Terms and Conditions:
1. Commitment available on machines located within Coastline’s AOR.
Guaranteed response time, no cost travel, and 25-point machine inspection applicable during normal business hours; 7:00am – 5:00pm.
2. Machines purchased from rental fleet qualify the Commitment for the balance of remaining Basic warranty or for 90 days if Basic warranty has expired; also qualifies for any remaining JDLink subscription, StructurALL warranty or DPF coverage. The 25-point machine inspection is waived.
3. Loaner machine may be provided if machine is inoperable and cannot be restored to service within 36 hours from arrival of technician to machine or machine to Coastline facility. Coastline will supply like machine, if available, F.O.B. a Coastline location. Loaner is subject to standard Coastline rental terms and conditions. If a machine is unavailable or if customer does not accept machine offered, loaner provision is waived.
4. Four-hour response time guaranteed on inoperable machines and begins upon notification to Coastline’s service department. The response guarantee is fulfilled once the technician has been dispatched or after the machine has been connected to via Remote Diagnostics.
5. CounterParts Promise guarantees that consumable or critical, quickly installed parts will be in stock at Coastline’s location when you order and, if not, it will be there the next day and it will be free. CounterParts Promise is provided and the list of parts is available upon request.
6. Basic an d StructurALL warranty terms and conditions will be provided.
7. DPF coverage is available from Coastline on machines greater than 174 gross hp, labor or travel costs not included to complete DPF hardware replacement; excludes Scraper Tractors and Mining equipment. ____ __
______________________
Customer (printed name, signature and title) Date
______
__________________
Coastline Representative (printed name, signature and title) Date
JDLink™ Customer Account Contact Information
Congratulations! Your new John Deere equipment purchase comes equipped with JDLink™ at no additional cost or subscription fees. Standard on most new models, JDLink™ enables John Deere Connected Support™ , provides valuable fleet insights such as machine location, hours, enabling geofencing and helps you utilize other productivity solutions.
JDLink™ Machine Monitoring Expert Alerts Remote Diagnostics Coastline Equipment JDLink™ Support Team
Coastline Equipment’s JDLink™ Support Team will contact you shortly after your purchase to assist with JDLink™ setup and ensure you’re getting the most out of your purchase. Please provide contact information for an authorized staff member that has contract a cceptance.
Customer Organization Name:
Customer First and Last Name:
Customer Mobile Phone Number:
Customer Email Address:
Scan to Contact the JDLink™ Support Team
Send
Message to
Coastline’s
JDLink™
Support
Team
Save
Coastline’s
JDLink™
Support
Team
Contact
Information
Long Beach, CA 562.272.7400
Bakersfield, CA 661.399.3600
Sylmar, CA 818.890.3353
Oxnard, CA 805.485.2106
Jerome, ID 208.324.2900
Elko, NV 775.777.7070
Santa Ana, CA 714.265.5500
McCall, ID 208.634.3903
Las Vegas, NV 702.399.2700
Santa Maria, CA 805.922.8329
Meridian, ID 208.888.3337
www.coastlinequipment.com
Included with the purchase of any new or rental
John Deere Construction & Forestry machine*:
• Full Machine Basic Warranty for 12 months, unlimited hours or remaining balance • Pre-delivery inspection and customized set-up by Factory Certified Technicians • Delivery walk-around with the customer by Factory Certified Salesmen • Machine loaner for extended downtime during basic warranty • Four hour guaranteed response time for inoperable machine • No travel time or mileage charges for warrantable repairs during basic warranty • Warranty repairs performed by Factory Certified Technicians • Genuine John Deere parts and fluids provided for the first scheduled service
• CounterParts Promise – the part is in stock or its free the next day •25 point machine inspection prior to Basic warranty expiration •Optional John Deere Protect Maintenance agreements
• Optional John Deere Protect extended warranties
• Included John Deere Connected Support:
– JDLink™ Ultimate subscription for the life of the machine – Preventative Maintenance interval monitoring
– Machine Health Alert notifications
– Remote Diagnostics and Programming
– Periodic machine performance review upon
customer request
• StructurALL Warranty for three years / 10000 hours,
whichever occurs first.
• Diesel Particulate Filter (DPF) coverage for
five years / 10000 hours, whichever occurs first
Machines purchased from Coastline’s rental
fleet qualify for these provisions for the
balance of any remaining basic warranty or a
period of 90 days if basic warranty has
expired. They qualify for the remaining
duration of any StructurALL warranty and DPF
coverage.
*Coastline Commitment available on qualifying transaction. See your local dealer for details and Terms & Conditions.
011723-JDC
Rev. 3/2022 1
Solicitation Number: RFP # 011723
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and John Deere Construction Retail Sales a division of John Deere Shared Services LLC, DBA John Deere Construction Retail Sales, 1300 River Drive, Moline, IL 61265 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Heavy Construction Equipment with Related Attachments and Technology from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires April 14, 2027, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.
C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.
011723-JDC
Rev. 3/2022 2
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.
All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.
Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. The John Deere Warranty Statement describes covered items and services when returning Damaged Equipment and
011723-JDC
Rev. 3/2022 3
Products. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid 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;
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.
011723-JDC
Rev. 3/2022 4
A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.
The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.
B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at 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 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.
011723-JDC
Rev. 3/2022 5
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum, the terms of which will be negotiated directly between the Participating Entity and the Supplier or its authorized dealers, distributors, or resellers, as applicable. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as 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.
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.
011723-JDC
Rev. 3/2022 6
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT
A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).
The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. Any state that requires a Sourcewell participating addendum with an additional admin fee, we reserve the right to reduce the list price discount to accommodate this additional fee.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.
011723-JDC
Rev. 3/2022 7
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.
10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE
A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Contract are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
011723-JDC
Rev. 3/2022 8
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
11. INDEMNITY AND HOLD HARMLESS
Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.
12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, maintained, or disseminated by the Supplier under this Contract.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT
A. INTELLECTUAL PROPERTY
1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.
2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.
3. Use; Quality Control.
011723-JDC
Rev. 3/2022 9
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.
4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, with respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.
14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.
011723-JDC
Rev. 3/2022 10
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.
011723-JDC
Rev. 3/2022 11
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:
1. Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations $2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
011723-JDC
Rev. 3/2022 12
5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.
Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.
D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier. The waiver must apply to all deductibles and/or self- insured retentions applicable to the required or any other insurance maintained by the Supplier.
011723-JDC
Rev. 3/2022 13
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.
Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally Omitted.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.
011723-JDC
Rev. 3/2022 14
Sourcewell John Deere Construction Retail Sales a
division of John Deere Shared Services LLC,
DBA John Deere Construction Retail Sales
By: __________________________ By: __________________________ Jeremy Schwartz Mark Oliver
Title: Chief Procurement Officer Title: Manager Contract Sales
Date: ________________________
Date: ________________________
Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
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Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC
Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.
Line Item Categor\ or T\pe Offered Comments
71 Wheeled, tracked, and backhoe l oaders Yes
No
72 Motor Graders Yes
No
73 Wheeled and tracked excavators Yes
No
74 Bulldozers, compactors, scapers, articulated and
rigid haulers
Yes
No
We do not offer rigid haulers.
Compactors are offered on the
separate Wirtgen contract.
75 Cranes Yes
No
76 Accessories or attachments for the offering in #71-
75 above
Yes
No
We will be offering base coded
attachments at time of whole goods
purchase or separately if needed. AT
kits and BYT kits (third party
attachments) are not part of this
contract.
77 Technology or services for the offering in #71-75
above
Yes
No
-' /ink Telematics, Grade Control,
and Slope Control are examples of
these technology services that are
available as options on certain
products.
Table 14C: Required Offering of Equipment
Indicate below if the proposer's proposal includes at least one (1) of the following listed types or classes of equipment. Provide additional comments in the text box provided, as necessary.
Line Item Categor\ or T\pe Offered Comments
78 Wheel loader with published net horsepower (HP)
of at least 300 HP
Yes
No
We offer 4 wheel loaders that meet
this spec requirement.
79 Wheeled or tracked excavator with a published net
horsepower (HP) of at least 150 HP
Yes
No
We offer 10 excavators that meet this
spec requirement.
80 Motor Grader with a published maximum operating
weight of at least 30,000 lbs.
Yes
No
We offer 8 motor graders that meet
this spec requirement.
81 Rough terrain, all terrain, crawler, floating, lattice, or telescopic crane with a published maximum lifting
capacity of at least 300 tons and a published
maximum boom length of at least 150 feet
Yes
No
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.
Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC
Documents
Ensure your submission document(s) conforms to the following :
1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.
2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.
3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcew ell.
4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item respo nding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan."
Pricing - RFP 011723 Model & Discount Schedule.pdf - Monday January 09, 2023 11:48:21 Financial Strength and Stability - Deere-Co_Annual-Report-2021.pdf - Tuesday November 29, 2022 12:34:40 Marketing Plan/Samples (optional)
WMBE/MBE/SBE or Related Certificates (optional)
Warranty Information - US CAN deere wty stmt.pdf - Tuesday December 06, 2022 10:27:02 Standard Transaction Document Samples - Sample Sourcewell Quote.pdf - Monday January 09, 2023 11:22:37 Upload Additional Document - Sustainability Report 2021.pdf - Tuesday November 29, 2022 13:01:16
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3UHVHQWO\GHEDUUHGVXVSHQGHGSURSRVHGIRUGHEDUPHQWGHFODUHGLQHOLJLEOHRUYROXQWDULO\H[FOXGHGIURPSURJUDPVRSHUDWHG Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC
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Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC
================================================================================ Bill To | Requisition 00250242-00 FY 2025 FINANCE DEPARTMENT |
38300 SIERRA HWY |Acct No:
STE D |15433006-774400
PALMDALE, CA |Review:
93550 |Buyer: mharris
|Status: Approved Page 1
================================================================================ Vendor Ship To
INLAND KENWORTH (US), INC PUBLIC WORKS/MAINTENANCE
1600 WASHINGTON BLVD 39110 3RD ST EAST
PALMDALE, CA 93550
MONTEBELLO, CA 90640 [email protected]
Delivery Reference
ADAM DYER
-------------------------------------------------------------------------------- Date |Vendor |Date |Ship | |
Ordered |Number |Required |Via |Terms |Department -------------------------------------------------------------------------------- 08/22/24 |012787 |08/22/24 |DESTINATION/NET 45 |GOVERNMENT FACILITIES -------------------------------------------------------------------------------- LN Description / Account Qty Unit Price Net Price General Notes
-------------
Oct 2nd council meeting
001 Kenworth T480 4k water truck 1.00 217344.82000 217344.82 EA
Vendor Item
1 15433006-774400 217344.82
Requisition Link
Requisition Total 217344.82
***** General Ledger Summary Section *****
Account Amount Remaining Budget
15433006-774400 217344.82 1173086.61
***** Approval/Conversion Info *****
Activity Date Clerk Comment
E-mail 08/22/24 Adam Dyer e-mail notification sent E-mail 08/22/24 Bruce Roadhouse e-mail notification sent E-mail 08/22/24 Hamed Hashemian e-mail notification sent E-mail 08/22/24 Stephanie Autry e-mail notification sent E-mail 08/22/24 Salvador Mendez e-mail notification sent E-mail 08/22/24 Janelle Samson e-mail notification sent E-mail 08/22/24 Matthew Harris e-mail notification sent E-mail 08/22/24 Candice Mantell e-mail notification sent E-mail 08/22/24 Dawn McIntosh e-mail notification sent ================================================================================ Bill To | Requisition 00250242-00 FY 2025 FINANCE DEPARTMENT |
38300 SIERRA HWY |Acct No:
STE D |15433006-774400
PALMDALE, CA |Review:
93550 |Buyer: mharris
|Status: Approved Page 2
================================================================================ Vendor Ship To
INLAND KENWORTH (US), INC PUBLIC WORKS/MAINTENANCE
1600 WASHINGTON BLVD 39110 3RD ST EAST
PALMDALE, CA 93550
MONTEBELLO, CA 90640 [email protected]
Delivery Reference
ADAM DYER
-------------------------------------------------------------------------------- Date |Vendor |Date |Ship | |
Ordered |Number |Required |Via |Terms |Department -------------------------------------------------------------------------------- 08/22/24 |012787 |08/22/24 |DESTINATION/NET 45 |GOVERNMENT FACILITIES -------------------------------------------------------------------------------- LN Description / Account Qty Unit Price Net Price Authorized By: ___________________________ Date: _____________ Signature
BUYERS ORDER & PURCHASE AGREEMENT
INLAND KENWORTH (US) INC.
1600 Washington Boulevard
Montebello, CA 90640
Phone : (323) 278-4100 Fax: (323) 278-4199
DATE: 8/22/2024 BUYER'S NAME: Palmdale City Of
ADDRESS: 38300 Sierra Hwy PHONE:
CITY: Palmdale STATE: Ca
ZIP: 93550
QUANTITY: 1 NEW: New COLOR: White DESCRIPTION:
YEAR: 2025 MAKE: Kenworth MODEL: T480 (1) T480 60K 4K Water Truck Sourcewell Contract #032824-KTC
SERIAL # (s): 4Q24 CARB24 SLOT
STOCK # (s): NEW 2025 CHASSIS
Price / Unit Qty Purchase Total
$197,122.29 1 $197,122.29
FET $0.00
Documentation $0.00
Sales Tax $20,205.03
Ext. Warranty $0.00
Administration $0.00
License & Title $0.00
Insurance Waiver $0.00
Tire Disposal Fee $17.50
Out of State Delivery $0.00
Total $217,344.82
SALESPERSON: Dave Hand
AGREED BY PURCHASER
Signature Title Date
SELLER HEREBY ACCEPTS BUYER’S OFFER AND AGREES TO SELL TO BUYER THE IDENTIFIED VEHICLE ON THE TERMS AND CONDITIONS SET FORTH IN THIS AGREEMENT.
ACCEPTED BY SELLER
Signature
THANK YOU FOR YOUR BUSINESS!
Title Date
BUYER HEREBY SUBMITS THE ABOVE ORDER WHICH SHALL CONSTITUTE BUYER'S OFFER TO PURCHASE THE VEHICLE(S), CHASSIS OR ACCESSORY (IES) (INDIVIDUALLY AND TOGETHER , THE "VEHICLE") AS IDENTIFIED ABOVE FOR THE PURCHASE PRICE AND ON THE TERMS AND CONDITIONS SET FORTH IN THE ABOVE ORDER AND THIS AGREEMENT (TOGETHER, THE "AGREEMENT"), WHICH INCLUDES THE ABOVE ORDER AND THE ADDITIONAL TERMS AND CONDITIONS AND ANY ADDENDUM, WHICH BUYER REPRESENTS IT HAS REVIEWED AND UNDERSTANDS.
Cash Deposit $0.00
Trade Equity $0.00
Amount Financed $0.00
Cash on Delivery $217,344.82
Inland Kenworth (US) Inc. - Buyers Order & Purchase Agreement - Page 1 / 5 August 22, 2024rev. 24.02.28.1410 / 95488 SCHEDULE A: ADDITIONAL PURCHASE VEHICLE INFORMATION & TERMS
BUYER'S INITIALS
NOTE: THE TERMS AND CONDITIONS ON PAGE
3 HEREOF
ADDITIONAL TERMS AND CONDITIONS
1 .
INTEREST CHARGES:
Buyer will complete the sale by paying all monies owed to the Seller with Good Funds or by completing all financing documents required to close the deal no more than
30 days after the equipment has been invoiced to Seller. Should the sale not be completed on or before this date, the Buyer agrees to pay interest at a rate of
12.00%
compounded annually.
2. TRADE DELIVERY:
When the purchased equipment is ready for delivery and all the obligations of the Seller are met. The Seller will notify the Buyer and the Buyer will have
2 days to complete the sale by delivering the trade equipment to the Seller (if applicable).
Inland Kenworth (US) Inc. - Buyers Order & Purchase Agreement - Page 2 / 5 August 22, 2024
rev. 24.02.28.1410 /
95488
TERMS AND CONDITIONS
1. As used in this Agreement (a)"Seller" means Inland Kenworth (US), Inc., a corporation, (b) "Buyer" means the party executing this Agreement as shown on page 1, (c) "Manufacturer" means the entity that manufactured the Vehicle as shown on page 1 and (d) “
Vehicle
”
means and includes the vehicle(s), chassis equipment and/or accessory(ies) ordered and purchased by Buyer as identified on page 1. It is understood and agreed by Buyer that (i) Seller is not the agent of Manufacturer for any purpose, and (ii) Seller and Buyer are the only parties to this Agreement and Manufacturer is not a party nor a third party beneficiary to this Agreement.
2. An order from Buyer shall only be deemed placed when this Agreement has been signed by both the Buyer and Seller which shall be the only method by which Buyer commits to purchase the Vehicle and Seller commits to sell the Vehicle unless otherwise agreed by Buyer and Seller in writing, signed by both parties. Buyer shall fully cooperate with Seller in connection with such order and delivery of the Vehicle, including executing any documents and doing such acts as may be reasonably requested by Seller. Seller makes no representation or warranty regarding the timing of delivery of the Vehicle, which is dependent on factors outside of Seller's control.
3. Buyer acknowledges that Manufacturer has reserved the right to change the price and/or design of any product being purchased by Buyer hereunder at any time without notice and in its sole discretion. If Seller is unable to procure the Vehicle(s) as specifically ordered by Buyer for any reason outside the control of Seller, including a change in the price or design as set forth in this Agreement by reason of Manufacturer ’
s change in price or design, this Agreement shall be deemed cancelled and terminated immediately. Buyer agrees that Seller's inability to procure the Vehicle(s) and the subsequent cancellation and termination of this Agreement are not a breach of this Agreement by Seller. Seller shall notify Buyer of the cancellation of this Agreement. In the event of such cancellation and termination, neither Buyer nor Seller shall have any further legal or equitable remedy against the other as to the cancellation or termination. Seller retains all legal or equitable rights and remedies as to any breach of this Agreement that occurred prior to the cancellation and termination, subject to the terms and conditions herein.
4. If Buyer is trading a used motor vehicle (the
“
trade-in vehicle
”)
as a part of the consideration for the purchase of the Vehicle as provided herein, such trade-in vehicle shall not be delivered to Seller without Seller's prior written consent, unless and until Seller delivers to Buyer the Vehicle ordered by Buyer. If the trade-in vehicle is delivered to Seller before delivery of the Vehicle ordered by Buyer, Seller shall store such trade-in vehicle as an accommodation to Buyer at Buyer's expense and the risk of loss as to such trade-in vehicle shall remain with Buyer. Buyer
’
s trade-in vehicle shall be reappraised at the time of delivery to Buyer of the Vehicle purchased by Buyer and the reappraised value shall determine the actual trade allowance for the trade-in vehicle to be applied against the purchase price for the Vehicle being purchased by Buyer. Buyer understands that the original trade allowance for the trade-in vehicle is an estimated value and the reappraised value shall be determinative of the actual trade allowance even though less than the original trade allowance. If the trade-in vehicle
’
s reappraised value is less than its original trade allowance, Buyer shall pay to Seller the difference at the time of delivery of the trade-in vehicle. At the time of delivery of the trade-in vehicle to Seller, Buyer shall deliver to Seller the certificate of title for the trade-in vehicle. Buyer warrants that the trade-in vehicle shall be delivered to Seller free and clear of all liens and encumbrances except as otherwise noted herein, and Buyer agrees to indemnify and defend Seller against any such liens or encumbrances. The certificate of title to the trade-in vehicle (1) shall not be a "salvage title certificate" issued by any Department of Motor Vehicles, and (2) shall not be a certificate of title issued by any other authority indicating that the trade-in vehicle has been reconstructed or repaired by reason of collision or other damage.
5. The purchase price for the Vehicle being purchased by Buyer hereunder may but does not necessarily include reimbursement for federal excise taxes, but it does exclude any federal, state or local sales, use, occupational or like taxes or duties now in force or enacted in the future unless expressly so stated. Any such tax, fee or charge of any nature whatsoever imposed by any governmental authority on, or measured by, the transaction between Seller and Buyer (exclusive of taxes on net income) shall be paid by Buyer in addition to the purchase price for the Vehicle. If Seller is required to pay any such tax, fee or charge, at the time of sale of thereafter, Buyer shall reimburse Seller therefore.
6. THE MANUFACTURER'S WARRANTY IS THE ONLY WARRANTY APPLICABLE TO THE VEHICLE BEING PURCHASED HEREUNDER WHETHER NEW OR USED. THE
PURCHASE OF ANY USED VEHICLE FROM SELLER SHALL BE ON AN “
AS-IS, WHERE IS
”
BASIS UNLESS SELLER DELIVERS TO BUYER A SEPARATE WRITTEN WARRANTY OR SERVICE CONTRACT. EXCEPT AS PROVIDED BY THE FOREGOING, SELLER HEREBY DISCLAIMS ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, REGARDING THE VEHICLE.
7. BUYER AGREES THAT ITS SOLE LEGAL AND EQUITABLE REMEDY FOR ANY BREACH OF THIS AGREEMENT BY SELLER, INCLUDING SELLER ’
S FAILURE TO DELIVER
TO BUYER THE VEHICLE ORDERED BY BUYER UNDER THIS AGREEMENT, SHALL BE TO REQUIRE SELLER TO RETURN TO BUYER ANY FUNDS DELIVERED TO SELLER BY BUYER FOR THE PURCHASE OF THAT VEHICLE. IN NO EVENT SHALL SELLER BE LIABLE FOR COSTS OF PROCUREMENT OF SUBSTITUTE GOODS BY BUYER OR
BE LIABLE FOR ANY SPECIAL, CONSEQUENTIAL, OR INCIDENTAL DAMAGES, HOWEVER CAUSED INCLUDING, BUT NOT LIMITED TO, ANY LOST PROFITS, WHETHER FOR BREACH OF THIS AGREEMENT, NEGLIGENCE, GROSS NEGLIGENCE, OR OTHERWISE.
8. If Buyer breaches this Agreement, including but not limited to by failing to purchase any Vehicle ordered by Buyer, in addition to any other remedy available to Seller at law or in equity, (i) Buyer shall indemnify and hold harmless Seller from any loss, damage, liability, cost and expense incurred by Seller in connection with Buyer's order or in connection with this Agreement, (ii) Buyer shall pay to Seller the full measure of Seller's lost profits expected from this Agreement and overhead regardless of whether Seller resells the Vehicle, as well as any other general or incidental damages and costs incurred by Seller, including cost of resale of the Vehicle; (iii) Seller may resell the ordered Vehicle and retain any and all amounts paid without credit or refund to Buyer; (iv) Seller may repossess all or any portion of the Vehicle sold to Buyer; and/or (v) Seller shall retain the total deposit, which is non- refundable, from Buyer for this Agreement. Buyer agrees that in the event of Buyer's breach of this Agreement, Seller is a lost-volume seller. Seller is not required to mitigate its damages from breach of this Agreement, nor does any such mitigation reduce the liability of Buyer for the full measure of damages as described herein.
9. No modification, change or amendment to this Agreement or waiver of any term hereof shall be deemed effective unless made in writing and signed by both of the parties. Time is of the essence for this Agreement and each of the party ’
s obligations hereunder. This Agreement shall be binding on and inure to the benefit of Buyer and Seller and their respective successors and assigns; provided, however, Buyer may not assign this Agreement without Seller ’
s prior written consent and any such attempted assignment without Seller ’
s written
consent shall be void. This Agreement shall be governed under the laws of the state in which Seller's business is located. Any legal action for any and all claims related to this Agreement, including to enforce its terms or to seek damages or any other remedy by reason of its breach, shall be brought in the state or federal courts with the appropriate jurisdiction of the county in which Seller's business is located. If any portion of this Agreement is found to be invalid, illegal, or unenforceable, such portion shall be deemed severed from this Agreement, and the remaining parts hereof shall remain in full force and effect as fully as though such invalid, illegal or unenforceable portion had never been part of this Agreement. If suit is brought in connection with this Agreement, including to enforce this Agreement or recover damages or any other remedy by reason of its breach, the prevailing party shall be entitled to recover its reasonable attorney's fees, both at trial and on appeal, together with any costs and expenses incidental to any such proceedings. This Agreement constitutes the entire agreement between the parties pertaining to its subject matter and supersedes all prior agreements, representations and understandings of the parties regarding the subject matter hereof. The Agreement may be executed in any number of counterparts, each of which shall be deemed an original, and all of which together shall be deemed the same instrument. The failure by Seller to enforce at any time any of the provisions of this Agreement shall not be construed as a waiver of such provisions, nor affect the validity of this Agreement or any part thereof, or the right of Seller to thereafter enforce such provision. Buyer acknowledges that it has not entered into this Agreement in reliance upon any warranty or representation by any person or entity except for the warranties or representations specifically set forth herein. Buyer represents and warrants that it intends to use the Vehicle for commercial purposes only and not for personal, family, household or consumer purposes.
10. All demands, notices, consents, or other communications required or permitted to be given under this Agreement by either party, shall be sent to the other party at the address set forth herein and/or email addresses provided, and shall be deemed to have been duly given (1) if sent by email to the email address(es) provided, (2) if mailed, three business days after being deposited in the United States mail, certified or registered mail, return receipt requested, and postage prepaid, (3) if sent by facsimile, upon transmission to the facsimile numbers below provided that a copy is promptly sent by United States mail and a transmission receipt is provided, or (4) if delivered by personal delivery, when delivered.
11. Seller reserves a purchase money security interest in the Vehicle sold hereunder and the proceeds thereof in the amount of the purchase price until the purchase price for the Vehicle has been paid in full. Buyer shall perform all acts necessary or appropriate to assist Seller in perfecting and maintaining such security interest.
Please Initial
For Buyer
Inland Kenworth (US) Inc. - Buyers Order & Purchase Agreement - Page 3 / 5 August 22, 2024
rev. 24.02.28.1410 /
95488
CARB COMPLIANCE ADDENDUM
1. In addition to the Terms and Conditions set forth in this Agreement, Buyer acknowledges and agrees that Buyer is solely responsible for ensuring compliance with all State and Federal laws or regulations with respect to use of the Vehicle.
2. Buyer further acknowledges represents, warrants, and agrees that Vehicle(s) which are to be registered, primarily used or domiciled within the state of California are subject to California Air Resources Board ("CARB") Regulations.
3. Buyer represents, warrants, and agrees that Buyer will be solely responsible and liable for any violations of any CARB Regulations related to the Vehicle(s), Seller, Buyer, or in connection with this Agreement. In addition to any other remedy available to Seller at law or in equity, Buyer shall indemnify, defend and hold harmless Seller from any loss, damage, liability, penalty, cost and expense incurred by Seller in connection with any violation of CARB Regulations related to the Vehicle, Seller, Buyer, or in connection with this Agreement.
4. Buyer acknowledges and agrees that this Addendum is an integral portion of the Agreement, that sufficient consideration has been given for this Addendum, and that Seller would not have entered into the Agreement without this Addendum. No modification, change or amendment to this Addendum or waiver of any term hereof shall be deemed effective unless made in writing and signed by both of the parties. All other terms, conditions and provisions of the Agreement apply and execution of the Agreement, including but not limited to by signature on the Buyer's Order and Purchase Agreement form, constitutes agreement to this Addendum, all of which together shall be deemed the same instrument.
Please Initial
For Buyer
Inland Kenworth (US) Inc. - Buyers Order & Purchase Agreement - Page 4 / 5 August 22, 2024rev. 24.02.28.1410 / 95488 CALIFORNIA AIR RESOURCES BOARD (“CARB”) ADDENDUM
1. In addition to the Terms and Conditions set forth in this Agreement, Buyer acknowledges and agrees that Buyer is solely responsible for ensuring compliance with all State and Federal laws or regulations with respect to use of the Vehicle.
2. Buyer further acknowledges represents, warrants, and agrees that Vehicle(s) which are to be registered, primarily used or domiciled within the state of California are subject to California Air Resources Board ("CARB") Regulations.
3. Buyer represents, warrants, and agrees that Buyer will be solely responsible and liable for any violations of any CARB Regulations related to the Vehicle(s), Seller, Buyer, or in connection with this Agreement. In addition to any other remedy available to Seller at law or in equity, Buyer shall indemnify, defend and hold harmless Seller from any loss, damage, liability, penalty, cost and expense incurred by Seller in connection with any violation of CARB Regulations related to the Vehicle, Seller, Buyer, or in connection with this Agreement.
4. Buyer acknowledges and agrees that this Addendum is an integral portion of the Agreement, that sufficient consideration has been given for this Addendum, and that Seller would not have entered into the Agreement without this Addendum. No modification, change or amendment to this Addendum or waiver of any term hereof shall be deemed effective unless made in writing and signed by both of the parties. All other terms, conditions and provisions of the Agreement apply and execution of the Agreement, including but not limited to by signature on the Buyer's Order and Purchase Agreement form, constitutes agreement to this Addendum, all of which together shall be deemed the same instrument.
AGREED BY BUYER
Signature Title Date
\sign-carb-buyer\ \date-carb-buyer\
Inland Kenworth (US) Inc. - Buyers Order & Purchase Agreement - Page 5 / 5 August 22, 2024rev. 24.02.28.1410 / 95488 060920-KTC
Rev. 2/2020 1
Solicitation Number: RFP #060920
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Kenworth Truck Company, Division of PACCAR Inc., 10630 N.E. 38 th
Place, Kirkland, WA 98033 (Vendor).
Sourcewell is a State of Minnesota local government agency 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 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.
Vendor 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 August 1, 2024, unless it is cancelled sooner pursuant to Article 24. This Contract may be extended up to one additional one-year period upon request of Sourcewell and with written agreement by Vendor.
C. SURVIVAL OF TERMS. Articles 11 through 16 survive the expiration or cancellation of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Vendor will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.
Vendor’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.
All Equipment and Products provided under this Contract must be new/current model. Vendor may offer close-out or refurbished Equipment or Products if they are clearly indicated in
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Vendor’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. Vendor warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship pursuant to the express vehicle warranty and extended warranties provided with all Vendor’s vehicles. Vendor does not warrant or accept responsibility or liability for any parts separately warrantied, for example, body installations, or engines not manufactured by Vendor (which carry a separate manufacturer’s warranty). In addition, Vendor warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Vendor’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 is effective past the expiration of the Vendor’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution, Vendor will make available to Sourcewell a means to validate or authenticate Vendor’s authorized dealers, distributors, and/or resellers relative to the Equipment, Products, and Services related to this Contract. This list may be updated from time-to-time and is incorporated into this Contract by reference. It is the Vendor’s responsibility to ensure Sourcewell receives the most current version of this list.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced as stated in Vendor’s Proposal.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.
Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Vendor must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
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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.
Vendor 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 Vendor in breach of this Contract if the Vendor intentionally delivers substandard or inferior Equipment or Products. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Vendor as soon as possible and the Vendor will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.
B. SALES TAX. Each Participating Entity is responsible for supplying the Vendor 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, Vendor may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Vendor 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
Vendor 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 Contract Administrator. This form is available from the assigned Sourcewell Contract Administrator. At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and
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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 Request Form will be become an amendment to this Contract and 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. Vendor 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.
Vendor is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential members 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. Vendor’s employees may be required to perform work at government- owned facilities, including schools. Vendor’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 Vendor that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Vendor. Typically, a Participating Entity will issue an order directly to Vendor. 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 of this Contract; however, Vendor performance,
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Participating Entity payment, and any applicable warranty periods or other Vendor or Participating Entity obligations may extend beyond the term of this Contract.
Vendor’s acceptable forms of payment are included in Attachment A. 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 may be negotiated between a Participating Entity and Vendor, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entitles may require the use of a Participating Addendum; the terms of which will be worked out directly between the Participating Entity and the Vendor. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.
C. PERFORMANCE BOND. If requested by a Participating Entity, Vendor will provide a performance bond that meets the requirements set forth in the Participating Entity’s order. If a performance bond is requested by a Participating Entity, Vendor’s dealer will have sole responsibility to agree to and establish the bond.
D. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements (such as e-commerce specifications, specialized delivery requirements, or other specifications and requirements) not addressed in this Contract, the Participating Entity and the Vendor 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.
E. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Vendor 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 goods to be purchased;
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements; or
3. Vendor commits any material breach of this Contract or the additional terms agreed to between the Vendor and a Participating Entity.
F. 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. Vendor 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. Vendor 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, 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, Vendor must provide a contract sales activity report (Report) to the Sourcewell Contract Administrator assigned to this Contract. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Vendor must submit a report indicating no sales were made).
The Report must contain the following fields:
x Customer Name (e.g., City of Staples Highway Department); x Customer Physical Street Address;
x Customer City;
x Customer State/Province;
x Customer Zip Code;
x Customer Contact Name;
x Customer Contact Email Address;
x Customer 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 Vendor.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Vendor will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Vendor may not charge Participating Entities more than the contracted
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price to offset the Administrative Fee.
The Vendor will submit a check payable to Sourcewell for the administrative fee amount stated in the Proposal multiplied by the total number of trucks purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Sourcewell- assigned contract number in the memo and must be mailed to the address above “Attn:
Accounts Receivable.” Payments must be received no later than 45 calendar days after the end of each calendar quarter.
Vendor 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 Vendor is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Vendor 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.
Vendor’s Authorized Representative is the person named in the Vendor’s Proposal. If Vendor’s Authorized Representative changes at any time during this Contract, Vendor must promptly notify Sourcewell in writing.
10. ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE
A. ASSIGNMENT. Neither the Vendor nor Sourcewell may assign or transfer any rights or obligations under this Contract without the prior consent of the parties and a fully executed assignment agreement. Such consent will not be unreasonably withheld.
B. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been fully executed by the parties.
C. WAIVER. If either party fails to enforce any provision of this Contract, that failure does not waive the provision or the right to enforce it.
D. CONTRACT COMPLETE. This Contract contains all negotiations and agreements between Sourcewell and Vendor. No other understanding regarding this Contract, whether written or oral, may be used to bind either party.
E. 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
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respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
11. LIABILITY
Vendor must indemnify, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees, to the extent arising out of the performance of this Contract by the Vendor 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.
12. AUDITS
Sourcewell reserves the right to review the books, records, documents, and accounting procedures and practices of the Vendor relevant to this Contract for a minimum of 6 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.
13. GOVERNMENT DATA PRACTICES
Vendor 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 Vendor under this Contract.
If the Vendor receives a request to release the data referred to in this article, the Vendor must immediately notify Sourcewell and Sourcewell will assist with how the Vendor should respond to the request.
14. INDEMNIFICATION
As applicable, Vendor 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 Vendor in violation of applicable patent or copyright laws.
15. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT
A. INTELLECTUAL PROPERTY
1. Grant of License. During the term of this Contract:
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a. Sourcewell grants to Vendor a royalty-free, worldwide, non-exclusive right and license to use theTrademark(s) provided to Vendor by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Vendor.
b. Vendor grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Vendor’s Trademarks in advertising and promotional materials for the purpose of marketing Vendor’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 its and their respective distributors, 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. Sourcewell must not alter Vendor’s Trademarks from the form provided by Vendor and must comply with Vendor’s removal requests as to specific uses of its trademarks or logos.
b. Vendor must not alter Sourcewell’s Trademarks from the form provided by Sourcewell and must comply with Sourcewell’s removal requests as to specific uses of its trademarks or logos.
c. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s Trademarks only in good faith and in a dignified manner consistent with such party’s use of the Trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.
4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of vendors which may be used until the next printing). Vendor 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 Vendor 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. Materials should be sent to the Sourcewell Contract Administrator assigned to this Contract.
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D. ENDORSEMENT. The Vendor must not claim that Sourcewell endorses its Equipment, Products, or Services.
16. GOVERNING LAW, JURISDICTION, AND VENUE
Minnesota law governs this Contract. Venue for all legal proceedings out of this Contract, or its breach, must be in the appropriate state court in Todd County or federal court in Fergus Falls, Minnesota.
17. 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.
18. SEVERABILITY
If any provision of this Contract is found to be illegal, unenforceable, or void then both Sourcewell and Vendor will be relieved of all obligations arising under such provisions. If the remainder of this Contract is capable of performance, it will not be affected by such declaration or finding and must be fully performed.
19. 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 Vendor 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 Vendor may escalate the resolution of the issue to a higher level of management. The Vendor will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Vendor must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Vendor fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed will be borne by the Vendor.
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.
Written notice of default and a reasonable opportunity to cure must be issued by the party claiming 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.
20. INSURANCE
A. REQUIREMENTS. At its own expense, Vendor 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. Vendor 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, Vendor 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, Vendor will maintain umbrella coverage over Workers’ Compensation, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional Liability. During the term of this Contract, Vendor will maintain coverage for all claims the Vendor may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Vendor’s professional services required under this Contract.
Minimum Limits:
$2,000,000 per claim or event
$2,000,000 – annual aggregate
6. Network Security and Privacy Liability Insurance. During the term of this Contract, Vendor 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 Vendor’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 Vendor 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, Vendor 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 Contract Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. All policies must include
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there will be no cancellation, suspension, non-renewal, or reduction of coverage without 30 days’ prior written notice to the Vendor.
Upon request, Vendor must provide to Sourcewell copies of applicable policies and endorsements, within 10 days of a request. Failure to request certificates of insurance by Sourcewell, or failure of Vendor to provide certificates of insurance, in no way limits or relieves Vendor of its duties and responsibilities in this Contract.
C. Intentionally Omitted.
D. WAIVER OF SUBROGATION. Vendor 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 Vendor 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 Vendor or its subcontractors. Where permitted by law, Vendor must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.
E. UMBRELLA/EXCESS LIABILITY. 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- insurance in accordance with Vendor’s risk management practices.
21. 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. Vendor 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 Vendor conducts with Sourcewell and Participating Entities.
22. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Vendor 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 Vendor declares bankruptcy, Vendor must immediately notify Sourcewell in writing.
Vendor 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
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government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Vendor further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.
23. 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 also require additional requirements based on specific funding specifications. 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 Vendor’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. If required to file compliance reports, Vendor will provide AAP and EEO1 reports only.
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
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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. Vendor must be in compliance with all applicable Davis-Bacon Act provisions.
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. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor 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. Vendor certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Vendor 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). Vendor certifies that during the term of this Contract will comply with applicable requirements as referenced above.
060920-KTC
Rev. 2/2020 16
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 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. Vendor 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). Vendors must file any required certifications. Vendors 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. Vendors 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. Vendors 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, Vendor must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Vendor 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, Vendor 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, Vendor 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). Vendor agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Vendor that are directly pertinent to Vendor’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right
060920-KTC
Rev. 2/2020 17
also includes timely and reasonable access to Vendor’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 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.
24. CANCELLATION
Sourcewell or Vendor 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 Vendor’s Proposal.
Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.
Sourcewell Kenworth Truck Company,
Division of PACCAR Inc.
By: __________________________ By: __________________________ Jeremy Schwartz Mike Kleespies
Title: Director of Operations &
Procurement/CPO
Title: Director Medium Duty Sales
Date: ________________________
Date: ________________________
Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
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Bid Number: RFP 060920 Vendor Name: Kenworth Truck Company, Division of PACCAR Inc.
Exceptions to Terms, Conditions, or Specifications Form
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Financial Strength and Stability - paccar-2019-annual financial report.pdf - Thursday May 28, 2020 16:29:19 Marketing Plan/Samples - Marketing support docs.zip - Thursday May 28, 2020 16:45:51 WMBE/MBE/SBE or Related Certificates - Women in Trucking Award.docx - Thursday May 28, 2020 16:29:38 Warranty Information - Kenworth Warranty Documents.zip - Thursday May 28, 2020 16:29:57 Pricing - Member Pricing Matrix for Kenworth Trucks.pdf - Thursday June 04, 2020 12:28:28 Additional Document - Kenworth Additional Supporting Docs.zip - Tuesday June 09, 2020 12:15:59
Bid Number: RFP 060920 Vendor Name: Kenworth Truck Company, Division of PACCAR Inc.
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Bid Number: RFP 060920 Vendor Name: Kenworth Truck Company, Division of PACCAR Inc.
City Council Staff Report
DATE: OCTOBER 2, 2024
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: PUBLIC WORKS DEPARTMENT
ENGINEERING DIVISION
DISTRICT: 4
SUBJECT: APPROVE FINAL TRACT MAP NO. 66204 (LOCATED AT THE NORTHEAST CORNER OF AVENUE R-8 AND DEVILLE STREET)
RECOMMENDATION
Staff recommends that the City Council:
1. Approve Final Tract Map No. 66204 (located at the northeast corner of Avenue R- 8 and Deville Street);
2. Authorize the City Clerk to execute the City Clerk’s Statement and Special Assessments Statement; and,
3. Authorize the City Engineer to execute the City Surveyor’s Statement and file the map with the County Recorder.
BACKGROUND
Final Tract Map No. 66204, located at the northeast corner of Avenue R-8 and Deville Street, is a 3.0-acre subdivision, legally creating ten single-family residential lots . All proposed lot sizes and dimensions comply with the City’s Zoning Ordinance. The applicant for this development is Palm Logistics Corporation , a California Corporation .
The Planning Commission approved the tentative tract map on March 8, 20 18, with Resolution No. PC-2018-007.
DISCUSSION
This final tract map is consistent with the tentative tract map, and all final map conditions of approval that apply to the recordation of the final map have been met. The Acting City Land Surveyor has reviewed the final map for technical accuracy , verified it complies with the Subdivision Map Act, and deemed this Final Tract Map as ‘timely filed’.
Report to Mayor and City Council
Re: Tract Map No. 66204
October 2, 2024