Pico Rivera City Council
December 13, 2022

Council on April 26, 2022.

Steve Carmona
SC:JG:JM:ep
Enclosures: 1) LAIF Statement for the Month Ending October 31, 2022. 2) Chandler Asset Management Transaction Ledger for the Month Ending October 31, 2022.
3) LAIF Statement for the Month Ending November 30, 2022. 4) Chandler Asset Management Transaction Ledger for the Month Ending November 30, 2022.











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Enclosure 1
5a
Transaction
Date Tran Category
Tran Type
Description Security Description Quantity Price Principal Interest Total Amount 10/3/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 3,099.58 1.00000 3,099.58 - 3,099.58 10/7/2022 Acquisitions Purchase United Health Group Inc Callable Note Cont 400,000.00 0.95838 383,352.00 5,632.22 388,984.22 10/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 562.50 1.00000 562.50 - 562.50 10/16/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 1,904.38 1.00000 1,904.38 - 1,904.3810/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 5,088.32 1.00000 5,088.32 - 5,088.3210/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 678.00 1.00000 678.00 - 678.0010/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 1,522.13 1.00000 1,522.13 - 1,522.1310/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 5,902.41 1.00000 5,902.41 - 5,902.4110/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 25.50 1.00000 25.50 - 25.50 10/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 47.67 1.00000 47.67 - 47.6710/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 4,947.59 1.00000 4,947.59 - 4,947.5910/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 219.33 1.00000 219.33 - 219.33 10/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 212.67 1.00000 212.67 - 212.6710/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 47.33 1.00000 47.33 - 47.3310/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 6,245.23 1.00000 6,245.23 - 6,245.2310/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 12,784.96 1.00000 12,784.96 - 12,784.96 10/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 358.42 1.00000 358.42 - 358.42 10/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 43.33 1.00000 43.33 - 43.3310/18/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 279.75 1.00000 279.75 - 279.7510/18/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 6,400.49 1.00000 6,400.49 - 6,400.4910/19/2022 Acquisitions Purchase John Deere Owner Trust 2022-C A3 220,000.00 0.99992 219,982.93 - 219,982.93 10/20/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 5,214.06 1.00000 5,214.06 - 5,214.06 10/20/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 18,387.17 1.00000 18,387.17 - 18,387.1710/21/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 66.00 1.00000 66.00 - 66.00 10/21/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 6,474.85 1.00000 6,474.85 - 6,474.85 10/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 22.00 1.00000 22.00 - 22.00 10/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 2,265.47 1.00000 2,265.47 - 2,265.47 10/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 1,333.14 1.00000 1,333.14 - 1,333.1410/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 2,415.26 1.00000 2,415.26 - 2,415.2610/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 965.42 1.00000 965.42 - 965.42 10/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 77.92 1.00000 77.92 - 77.92 10/27/2022 Acquisitions Purchase US Treasury Bill 600,000.00 0.99692 598,150.63 - 598,150.6310/17/2022 Dispositions Paydown John Deere Owner Trust 2021-B A3 - - - 47.67 (47.67)10/17/2022 Dispositions Paydown Honda Auto Receivables Trust 2022-1 A3 - - - 219.33 (219.33)10/17/2022 Dispositions Paydown Nissan Auto Receivables Owner 2019-C A3 5,845.35 1.00000 5,845.35 57.06 (5,902.41)10/17/2022 Dispositions Paydown John Deere Owner Trust 2020-B A3 1,511.57 1.00000 1,511.57 10.56 (1,522.13)10/17/2022 Dispositions Paydown John Deere Owner Trust 2021-A A3 - - - 25.50 (25.50)10/17/2022 Dispositions Paydown American Express Credit Trust 2022-2 A - - - 678.00 (678.00)10/17/2022 Dispositions Paydown John Deere Owner Trust 2022-A A3 - - - 212.67 (212.67)10/17/2022 Dispositions Paydown Mercedes-Benz Auto Lease Trust 2021-B A3 - - - 43.33 (43.33)10/17/2022 Dispositions Paydown John Deere Owner Trust 2022-B A3 - - - 358.42 (358.42) 10/17/2022 Dispositions Paydown Honda Auto Receivables Trust 2019-3 A3 6,230.12 1.00000 6,230.12 15.11 (6,245.23)10/17/2022 Dispositions Paydown John Deere Owner Trust 2020-A A3 5,050.35 1.00000 5,050.35 37.97 (5,088.32)10/17/2022 Dispositions Paydown Toyota Auto Receivable Own 2020-A A3 12,662.31 1.00000 12,662.31 122.65 (12,784.96)10/17/2022 Dispositions Paydown Toyota Auto Receivables 2020-D A3 4,930.96 1.00000 4,930.96 16.63 (4,947.59)10/17/2022 Dispositions Paydown Toyota Auto Receivables Trust 2021-D A3 - - - 47.33 (47.33)10/18/2022 Dispositions Paydown Honda Auto Receivables 2022-2 A3 - - - 279.75 (279.75) City of Pico Rivera Portfolio
Chandler Investment Transactions
October 2022
Enclosure 2
5b
Transaction
Date Tran Category
Tran Type
Description Security Description Quantity Price Principal Interest Total Amount City of Pico Rivera Portfolio
Chandler Investment Transactions
October 2022
10/18/2022 Dispositions Paydown Honda Auto Receivables Trust 2020-3 A3 6,377.11 1.00000 6,377.11 23.38 (6,400.49) 10/20/2022 Dispositions Paydown Verizon Owner Trust 2020-B A 18,333.75 1.00000 18,333.75 53.42 (18,387.17) 10/20/2022 Dispositions Paydown Verizon Owner Trust 2019-C A1A 5,185.34 1.00000 5,185.34 28.72 (5,214.06) 10/21/2022 Dispositions Paydown Honda Auto Receivables Trust 2021-1 A3 6,454.26 1.00000 6,454.26 20.59 (6,474.85) 10/21/2022 Dispositions Paydown Honda Auto Receivables Trust 2021-4 A3 - - - 66.00 (66.00)10/25/2022 Dispositions Paydown BMW Vehicle Lease Trust 2021-2 A3 - - - 22.00 (22.00)10/25/2022 Dispositions Paydown FHLMC K032 A2 - - - 965.42 (965.42) 10/25/2022 Dispositions Paydown FHLMC K031 A2 1,205.11 1.00000 1,205.11 1,060.36 (2,265.47) 10/25/2022 Dispositions Paydown FHLMC K034 A2 156.14 1.00000 156.14 1,177.00 (1,333.14) 10/25/2022 Dispositions Paydown BMW Vehicle Lease Trust 2022-1 A3 - - - 77.92 (77.92) 10/7/2022 Dispositions Sale First American Govt Obligation Fund Class Y 388,984.22 1.00000 388,984.22 - (388,984.22) 10/19/2022 Dispositions Sale First American Govt Obligation Fund Class Y 219,982.93 1.00000 219,982.93 - (219,982.93)10/27/2022 Dispositions Sale First American Govt Obligation Fund Class Y 598,150.63 1.00000 598,150.63 - (598,150.63)10/12/2022 Dispositions Security Withdrawal First American Govt Obligation Fund Class Y 2,297.05 1.00000 2,297.05 - (2,297.05) 10/25/2022 Dispositions Security Withdrawal First American Govt Obligation Fund Class Y 242.45 1.00000 242.45 - (242.45) 10/3/2022 Other Transactions Dividend First American Govt Obligation Fund Class Y 1,787,591.26 0.00173 3,099.58 - 3,099.58 10/15/2022 Other Transactions Interest US Treasury Note 450,000.00 0.00125 562.50 - 562.50 10/16/2022 Other Transactions Interest International Finance Corp Note 250,000.00 0.00688 1,720.00 - 1,720.00 10/16/2022 Other Transactions Interest FHLMC Note 295,000.00 0.00063 184.38 - 184.38 10/25/2022 Other Transactions Interest Bank of NY Mellon Corp Callable Note Cont 145,000.00 0.01666 2,415.26 - 2,415.26 Changes of Market Values and Accrued Interests (57,405.60) Net Investment Transactions $ (43,981.66)Beginning Balance as of 9/30/2022 30,560,929.34Ending Balance as of 10/31/2022 $ 30,516,947.68 










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Enclosure 3
5c
Transaction
Date Tran Category
Tran Type
Description Security Description Quantity Price Principal Interest Total Amount 11/1/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 2,981.25 1.00000 2,981.25 - 2,981.2511/1/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 2,861.10 1.00000 2,861.10 - 2,861.10 11/5/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 759.38 1.00000 759.38 - 759.38 11/6/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 550.00 1.00000 550.00 - 550.00 11/7/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 750.00 1.00000 750.00 - 750.00 11/8/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 967.50 1.00000 967.50 - 967.50 11/10/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 8,000.00 1.00000 8,000.00 - 8,000.0011/12/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 483.75 1.00000 483.75 - 483.75 11/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 2,584.63 1.00000 2,584.63 - 2,584.63 11/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 5,898.69 1.00000 5,898.69 - 5,898.6911/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 47.33 1.00000 47.33 - 47.3311/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 47.67 1.00000 47.67 - 47.6711/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 678.00 1.00000 678.00 - 678.00 11/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 219.33 1.00000 219.33 - 219.33 11/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 5,458.36 1.00000 5,458.36 - 5,458.3611/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 11,918.44 1.00000 11,918.44 - 11,918.4411/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 43.33 1.00000 43.33 - 43.3311/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 3,965.06 1.00000 3,965.06 - 3,965.06 11/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 49,225.69 1.00000 49,225.69 - 49,225.6911/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 7,767.18 1.00000 7,767.18 - 7,767.18 11/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 4,692.87 1.00000 4,692.87 - 4,692.87 11/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 212.67 1.00000 212.67 - 212.6711/15/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 358.42 1.00000 358.42 - 358.4211/17/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 753.75 1.00000 753.75 - 753.7511/18/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 279.75 1.00000 279.75 - 279.75 11/18/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 6,056.26 1.00000 6,056.26 - 6,056.2611/21/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 17,153.08 1.00000 17,153.08 - 17,153.0811/21/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 66.00 1.00000 66.00 - 66.0011/21/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 4,838.99 1.00000 4,838.99 - 4,838.9911/21/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 5,872.99 1.00000 5,872.99 - 5,872.99 11/22/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 406.25 1.00000 406.25 - 406.2511/22/2022 Acquisitions Purchase US Treasury Note 525,000.00 1.00539 527,830.08 3,153.25 530,983.33 11/22/2022 Acquisitions Purchase Mercedes-Benz Auto Receivables 2022-1 A2 230,000.00 0.99994 229,985.30 - 229,985.30 11/24/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 268.75 1.00000 268.75 - 268.7511/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 77.92 1.00000 77.92 - 77.92 11/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 965.42 1.00000 965.42 - 965.4211/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 7,516.10 1.00000 7,516.10 - 7,516.1011/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 2,015.72 1.00000 2,015.72 - 2,015.7211/25/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 22.00 1.00000 22.00 - 22.0011/27/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 487.50 1.00000 487.50 - 487.50 11/29/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 600,000.00 1.00000 600,000.00 - 600,000.00 11/30/2022 Acquisitions Purchase First American Govt Obligation Fund Class Y 16,909.38 1.00000 16,909.38 - 16,909.3811/29/2022 Dispositions Maturity US Treasury Bill 600,000.00 1.00000 600,000.00 - (600,000.00) 11/15/2022 Dispositions Paydown John Deere Owner Trust 2020-B A3 2,574.71 1.00000 2,574.71 9.92 (2,584.63) 11/15/2022 Dispositions Paydown John Deere Owner Trust 2021-A A3 5,873.19 1.00000 5,873.19 25.50 (5,898.69) 11/15/2022 Dispositions Paydown Nissan Auto Receivables Owner 2019-C A3 5,410.70 1.00000 5,410.70 47.66 (5,458.36) 11/15/2022 Dispositions Paydown American Express Credit Trust 2022-2 A - - - 678.00 (678.00) City of Pico Rivera Portfolio
Chandler Investment Transactions
November 2022
Enclosure 4
5d
Transaction
Date Tran Category
Tran Type
Description Security Description Quantity Price Principal Interest Total Amount City of Pico Rivera Portfolio
Chandler Investment Transactions
November 2022
11/15/2022 Dispositions Paydown Mercedes-Benz Auto Lease Trust 2021-B A3 - - - 43.33 (43.33) 11/15/2022 Dispositions Paydown Toyota Auto Receivable Own 2020-A A3 11,813.30 1.00000 11,813.30 105.14 (11,918.44) 11/15/2022 Dispositions Paydown Toyota Auto Receivables 2020-D A3 4,677.68 1.00000 4,677.68 15.19 (4,692.87) 11/15/2022 Dispositions Paydown Toyota Auto Receivables Trust 2021-D A3 - - - 47.33 (47.33) 11/15/2022 Dispositions Paydown Honda Auto Receivables Trust 2019-3 A3 3,959.19 1.00000 3,959.19 5.87 (3,965.06) 11/15/2022 Dispositions Paydown Honda Auto Receivables Trust 2022-1 A3 - - - 219.33 (219.33) 11/15/2022 Dispositions Paydown John Deere Owner Trust 2022-A A3 - - - 212.67 (212.67) 11/15/2022 Dispositions Paydown John Deere Owner Trust 2022-B A3 - - - 358.42 (358.42) 11/15/2022 Dispositions Paydown John Deere Owner Trust 2020-A A3 7,733.84 1.00000 7,733.84 33.34 (7,767.18) 11/15/2022 Dispositions Paydown John Deere Owner Trust 2021-B A3 - - - 47.67 (47.67) 11/18/2022 Dispositions Paydown Honda Auto Receivables 2022-2 A3 - - - 279.75 (279.75) 11/18/2022 Dispositions Paydown Honda Auto Receivables Trust 2020-3 A3 6,034.84 1.00000 6,034.84 21.42 (6,056.26) 11/21/2022 Dispositions Paydown Honda Auto Receivables Trust 2021-4 A3 - - - 66.00 (66.00) 11/21/2022 Dispositions Paydown Verizon Owner Trust 2019-C A1A 4,818.65 1.00000 4,818.65 20.34 (4,838.99) 11/21/2022 Dispositions Paydown Honda Auto Receivables Trust 2021-1 A3 5,853.85 1.00000 5,853.85 19.14 (5,872.99) 11/21/2022 Dispositions Paydown Verizon Owner Trust 2020-B A 17,106.84 1.00000 17,106.84 46.24 (17,153.08) 11/25/2022 Dispositions Paydown FHLMC K032 A2 - - - 965.42 (965.42) 11/25/2022 Dispositions Paydown BMW Vehicle Lease Trust 2021-2 A3 - - - 22.00 (22.00) 11/25/2022 Dispositions Paydown FHLMC K031 A2 6,459.06 1.00000 6,459.06 1,057.04 (7,516.10) 11/25/2022 Dispositions Paydown FHLMC K034 A2 839.18 1.00000 839.18 1,176.54 (2,015.72) 11/25/2022 Dispositions Paydown BMW Vehicle Lease Trust 2022-1 A3 - - - 77.92 (77.92) 11/22/2022 Dispositions Sale First American Govt Obligation Fund Class Y 530,983.33 1.00000 530,983.33 - (530,983.33) 11/22/2022 Dispositions Sale First American Govt Obligation Fund Class Y 229,985.30 1.00000 229,985.30 - (229,985.30) 11/15/2022 Dispositions Security Withdrawal First American Govt Obligation Fund Class Y 2,452.60 1.00000 2,452.60 - (2,452.60) 11/28/2022 Dispositions Security Withdrawal First American Govt Obligation Fund Class Y 241.99 1.00000 241.99 - (241.99) 11/1/2022 Other Transactions Dividend First American Govt Obligation Fund Class Y 668,506.11 0.00428 2,861.10 - 2,861.10 11/1/2022 Other Transactions Interest Royal Bank of Canada Note 265,000.00 0.01125 2,981.25 - 2,981.25 11/5/2022 Other Transactions Interest FHLMC Note 405,000.00 0.00188 759.38 - 759.38 11/6/2022 Other Transactions Interest FHLMC Note 440,000.00 0.00125 550.00 - 550.00 11/7/2022 Other Transactions Interest FNMA Note 300,000.00 0.00250 750.00 - 750.00 11/8/2022 Other Transactions Interest Paccar Financial Corp Note 215,000.00 0.00450 967.50 - 967.50 11/10/2022 Other Transactions Interest Northern Trust Company Callable Note Cont 400,000.00 0.02000 8,000.00 - 8,000.00 11/12/2022 Other Transactions Interest Amazon.com Inc Note 215,000.00 0.00225 483.75 - 483.75 11/15/2022 Other Transactions Interest US Treasury Note 1,000,000.00 0.01000 10,000.00 - 10,000.00 11/15/2022 Other Transactions Interest US Treasury Note 700,000.00 0.00875 6,125.00 - 6,125.00 11/15/2022 Other Transactions Interest US Treasury Note 1,000,000.00 0.01188 11,875.00 - 11,875.00 11/15/2022 Other Transactions Interest United Health Group Inc Callable Note Cont 400,000.00 0.01799 7,194.44 - 7,194.44 11/15/2022 Other Transactions Interest US Treasury Note 500,000.00 0.00813 4,062.50 - 4,062.50 11/15/2022 Other Transactions Interest US Treasury Note 700,000.00 0.01250 8,750.00 - 8,750.00 11/15/2022 Other Transactions Interest US Treasury Note 325,000.00 0.00375 1,218.75 - 1,218.75 11/17/2022 Other Transactions Interest Caterpillar Financial Service Note 335,000.00 0.00225 753.75 - 753.75 11/22/2022 Other Transactions Interest FNMA Note 325,000.00 0.00125 406.25 - 406.25 11/24/2022 Other Transactions Interest Intl. Bank Recon & Development Note 215,000.00 0.00125 268.75 - 268.75 11/27/2022 Other Transactions Interest FNMA Note 390,000.00 0.00125 487.50 - 487.50 11/30/2022 Other Transactions Interest US Treasury Note 1,000,000.00 0.01438 14,375.00 - 14,375.00 11/30/2022 Other Transactions Interest US Treasury Note 700,000.00 0.00125 875.00 - 875.00 11/30/2022 Other Transactions Interest US Treasury Note 885,000.00 0.00188 1,659.38 - 1,659.38 Transaction
Date Tran Category
Tran Type
Description Security Description Quantity Price Principal Interest Total Amount City of Pico Rivera Portfolio
Chandler Investment Transactions
November 2022
Changes of Market Values and Accrued Interests 80,971.56Net Investment Transactions $ 249,085.57Beginning Balance as of 10/31/2022 30,516,947.68 Ending Balance as of 11/30/2022 $ 30,766,033.25
To: Mayor and City Council
From: City Manager and City Attorney
Meeting Date: December 13, 2022
Subject: ASSEMBLY BILL 361 FINDINGS
Recommendation:

1. Receive and file this report and make the following findings: (a) The City Council has reconsidered the circumstances of the state of emergency; and (b) the following circumstances exist, (i) the state of emergency continues to directly impact the ability of the members to meet safely in person and (ii) the City Council continues to provide measures such as remote or hybrid meeting participation to promote social distancing; and

2. Take such additional, related, action that may be desirable.

Fiscal Impact:

There is no fiscal impact to the General Fund.

Background:

Recently the Governor signed into law AB 361 which established additional requirements upon local governmental agencies concerning public participation during the COVID -19 pandemic and State of Emergency period. In order to comply with AB 361, on October 26, 2021 the City Council approved a resolution with the appropriate findings.

One of the requirements of AB 361 as found in Government Code Section 54953(e)(3) is if a state of emergency remains active, or state or local officials have imposed or recommended measures to promote social distancing, in order to continue to teleconference without posting or other Brown Act compliance requirements the legislative body/City Council shall every 30 days after approving the initial resolution, make the following findings by majority vote:
(A) The legislative body has reconsidered the circumstances of the state of emergency. (B) Any of the following circumstances exist (i) The state of emergency continues to directly impact the ability of the members to meet safely in person or (ii) State or local 6 CITY COUNCIL AGENDA REPORT – MEETING OF DECEMBER 13, 2022 ASSEMBLY BILL 361 FINDINGS

officials continue to impose or recommend measures to promote social distancing.

Conclusion:

Based on the foregoing, we recommend that the City Council receive and file the AB 361 report and make the requisite findings by majority vote as described in this report, as required by law every 30 days.

Steve Carmona
Arnold M. Alvarez-Glasman
SC:AMAG
To: Mayor and City Council
From: City Manager
Meeting Date: December 13, 2022
Subject: ACCEPT FUNDS FROM THE CALIFORNIA ENERGY

COMMISSION GRANT APPLICATION FOR AUTOMATED

PERMIT PROCESSING
Recommendation:

1. Accept grant funds in the amount of $60,000 from the California Energy Commission (CEC) California Automated Permit Processing (CalAPP) Program and increase the fiscal year (FY) budget to Account No. 699.00.0000-45000 (State Grant) by $60,000;

2. Approve an appropriation of $60,000 from grant funds and amend the FY 2022-23 budget for Account No. 699.30.4020-54500 (Contracted Services) by $60,000; and

3. Authorize the City Manager to execute all related grant documents.

Fiscal Impact:

There is no impact to the General Fund. The CEC awarded the City $60,000 in grant funds, generating a one-time revenue increase. Funds will be deposited in the Miscellaneous State Grants Fund, (Account No. 699.00.000-45000) and be allocated to the Miscellaneous State Grants Fund, (Account No. 699.30.4020-54500).

Background:

On June 1, 2022, the CEC released the CalAPP program grant fund for solicitation to provide funding for cities to implement an online automated solar permitting process. The CalAPP program is administering $20 million that was awarded to the CEC through Senate Bill (SB) 129. According to the California Energy Commission, the award formula is based on population and the City is eligible to receive up to $60,000 for this project.

Discussion:

On September 16, 2022, California State Governor Newsom signed into law SB 379 requiring cities and counties to implement an online, automated residential solar 7 CITY COUNCIL AGENDA REPORT – MEETING OF DECEMBER 13, 2022

ACCEPT FUNDS FROM THE CALIFORNIA ENERGY COMMISSION GRANT

APPLICATION FOR AUTOMATED PERMIT PROCESSING

permitting platform by September 30, 2023. The automated system will allow applicants to obtain permits immediately thereby reducing processing times, eliminating administrative staff review, and associated costs. City staff has been exploring an online software solution called Solar Automated Permit Processing (SolarAPP+). SolarAPP+ is an online web portal that automates the plan review and process for issuing permits to property owners to install code-complaint residential photovoltaic (PV) systems. After the permit is issued and work is completed, an inspection by the City’s building inspector would confirm compliance.

The SolarAPP+ initiative was developed by industry stakeholder meetings co-organized by the Solar Foundation and the Solar Energy Industries Association. Additional input and review is provided by the International Code Council, International Association of Electrical Inspectors and National Fire Protection Association. SolarAPP+ is currently utilized in 12 cities and piloted in 15 cities nationwide. The usage of the internet system was suggested by the cities of Benicia, Pleasant Hill, Simi Valley, and Stockton.

SolarAPP+ is available to all city and county permitting departments at no cost. However, staff anticipates costs associated with the integration to the City’s building permitting system. On September 13, 2022, the City Council approved an agreement with 3Di, Inc. (3Di) to implement an online permitting software that will be utilized by the public and staff in the Community and Economic Development Department to streamline critical services including permit applications. The 3Di online permitting system will allow the public to perform the following:
• Apply for simple permits online at any place and time. • Pay for permits online.
• Facilitate its usage through the Virtual City Hall platform.

The funds obtained from this program will be used to cover the costs associated with integration of SolarAPP+ with the 3Di system. The City anticipates utilizing the SolarAPP+ within a short time-frame; however, integration with the 3Di system is expected to take several months. Integration of the SolarAPP+ and 3Di systems will incur staff time costs of up to $60,000, that will be funded through the CalAPP program.

The project will assist the State’s and City’s climate action goals by facilitating the permitting process. The project will also improve the customer experience by providing the public with the tools to submit and receive a residential solar permit 24/7, in most cases, instantaneously.

CITY COUNCIL AGENDA REPORT – MEETING OF DECEMBER 13, 2022

ACCEPT FUNDS FROM THE CALIFORNIA ENERGY COMMISSION GRANT

APPLICATION FOR AUTOMATED PERMIT PROCESSING

Conclusion:

Staff recommends that the City Council accept the grant funds in the amount of $60,000 to implement an automated solar permitting system.

Steve Carmona
SC:JG:VF:jj
Enclosure: 1) Grant Agreement

STATE OF CALIFORNIA
GRANT AGREEMENT CEC-146 (Revised 3/2019) CALIFORNIA ENERGY COMMISSION

RECIPIENT AGREEMENT NUMBER
City of Pico Rivera APP-22-028

ADDRESS AGREEMENT TERM
6615 Passons Blvd
Pico Rivera, CA 90660
09/08/2022 to 05/31/2027
The effective date of this Agreement is either the start date or the approval signature date by the California Energy Commission representative below, whichever is later. The California Energy Commission shall be the last party to sign. No work is authorized, nor shall any work begin, until on or after the effective date.

PROJECT DESCRIPTION
The parties agree to comply with the terms and conditions of the following Exhibits which are by this reference made a part of the agreement.

Exhibit A – Application with Scope of Work Page(s): 4
Exhibit B – APP General Terms and Conditions Page(s): 5 Exhibit C – Contact List Page(s): 1

REIMBURSABLE AMOUNT
$ 60,000

MINIMUM MATCH SHARE REQUIRED
$ 0

TOTAL OF REIMBURSABLE AMOUNT AND MINIMUM MATCH
$ 60,000
The undersigned parties have read the attachments to this agreement and will comply with the standards and requirements contained therein.

CALIFORNIA ENERGY COMMISSION CONTRACTOR AUTHORIZED SIGNATURE DATE AUTHORIZED SIGNATURE DATE

NAME NAME
Adrienne Winuk Steve Carmona TITLE TITLE
Contracts, Grants, and Loans Office Manager City Manager

CALIFORNIA ENERGY COMMISSION ADDRESS
715 P Street, MS 18, Sacramento, CA 95814
ENCLOSURE 1
7a

September 2022 Page 1 of 5 APP-22-028
City of Pico Rivera
Exhibit B
California Automated Permit Processing (CalAPP) Program Terms and Conditions

1. Background and Authority for this Grant
California Senate Bill 129 (2021) included an appropriation to the California Energy Commission (CEC) to support a grant program for cities, counties, or cities and counties to establish online solar permitting.

2. Documents Incorporated by Reference and Priority
Incorporated by reference into this agreement are the following documents:

A. Grant Funding Opportunity (GFO) 21-402.

B. Recipient’s application to CalAPP.

As between the incorporated documents and the remainder of this Agreement, the rest of this Agreement takes priority in case of a conflict.

3. Budget, Invoices, and Payments
a) The CEC is only obligated to reimburse the Recipient for paid costs that are (1) incurred during the Agreement Term; (2) invoiced within the required timeframes of this Agreement; (3) not more than this Agreement’s budget; and (4) reasonable, actual, and allowable expenses under this Agreement.
b) Recipient acknowledges that the funds under this Agreement have a liquidation date of June 30, 2027, a legal timeframe after which the CEC has no authority to pay the funds. In addition, it takes the CEC administrative time to review, approve, work with the Recipient to correct any errors in, and request the State Controller’s Office to pay invoices. Accordingly, Recipient acknowledges that if it does not submit accurate invoices by March 30, 2027, for all amounts due under the Agreement, it risks not receiving payment, and relinquishes all rights to such payments should the CEC not pay it by the liquidation date. Recipient acknowledges that time is of the essence in invoicing by March 30, 2027, for all amounts due under this Agreement.

The Recipient may request payment from the Energy Commission at any time during the term of this Agreement after successful adoption of a qualifying solar permitting platform as verified by the CEC, but no more frequently than monthly. Recipient must use the CAM provided template invoice spreadsheet. c) If invoicing for in-house staff time, the template invoice spreadsheet must identify the employee’s name, hours worked, and billing rate to be included as a reimbursable expense. d) Unallowable costs include:
• Software not related to the adoption of a qualifying online, automated permitting platform. • Any costs incurred or activities conducted prior to entering into a grant agreement with the Energy Commission or incurred after the grant agreement has ended.

September 2022 Page 2 of 5 APP-22-028
City of Pico Rivera
• Typically excluded items such as food and beverages.
• Advertising costs.
• Fines and penalties.
• Permit processing fees charged by operator of an online platform. • All other costs not identified as allowable.
• Unreasonable amounts or rates.

4. Certification
By signing this Agreement, Recipient hereby certifies that all funds received pursuant to this Agreement shall be spent exclusively for its CalAPP project in compliance with this Agreement. The Recipient further certifies that it shall comply with all applicable laws in performing this Agreement.

5. Nondiscrimination Statement of Compliance
During the performance of this Agreement, the Recipient and its subcontractors will not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex, sexual orientation, race, color, ancestry, religious creed, national origin, physical disability (including HIV and AIDS), mental disability, medical condition, age, marital status, or denial of family care leave.

The Recipient and its subcontractors will ensure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment.

The Recipient and its subcontractors shall comply with the provisions of the Fair Employment and Housing Act (Government Code Sections 12990 et seq.) and the applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section 11000 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code Section 12990 (a-f), set forth in Chapter 5 of Division 4.1 of Title 2 of the California Code of Regulations, are incorporated into this Agreement by reference and made a part of it as if set forth in full. The Recipient and its subcontractors will give written notice of their obligations under this section to labor organizations with which they have a collective bargaining or other Agreement.

The Recipient shall include the nondiscrimination and compliance provisions of this section in all subcontracts to perform work under this Agreement.

6. Drug-Free Workplace Certification
By signing this Agreement, the Recipient certifies under penalty of perjury under the laws of the State of California that it will comply with the requirements of the Drug-Free Workplace Act of 1990 (Government Code Section 8350 et seq.) and will provide a drug-free workplace by taking the following actions:
1) Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited, and specifying actions to be taken against employees for violations as required by Government Code Section 8355(a).

September 2022 Page 3 of 5 APP-22-028
City of Pico Rivera
2) Establish a Drug-Free Awareness Program as required by Government Code Section 8355(b) to inform employees about all of the following:
• The dangers of drug abuse in the workplace;
• The person’s or organization’s policy of maintaining a drug-free workplace; • Any available counseling, rehabilitation, and employee assistance programs; and • Penalties that may be imposed upon employees for drug abuse violations. 3) Provide, as required by Government Code Section 8355(c), that every employee who works on the proposed project:
• Will receive a copy of the company's drug-free policy statement; and • Will agree to abide by the terms of the company's statement as a condition of employment on the project.

In addition to any other rights and remedies available to the CEC, failure to comply with these requirements may result in suspension of payments under the Agreement or termination of the Agreement or both, and the Recipient may be ineligible for any future state awards if the CEC determines that any of the following has occurred: (1) the Recipient has made false certification, or (2) violates the certification by failing to carry out the requirements as noted above.

7. Americans With Disabilities Act
By signing this Agreement, the Recipient assures the CEC that it complies with the Americans with Disabilities Act (ADA) of 1990 (42 U.S.C. Section 12101, et seq.), which prohibits discrimination on the basis of disability, as well as applicable regulations and guidelines issued pursuant to the ADA.

8. Accounting and Audit
The Recipient will keep separate, complete, and correct accounting of the costs involved in completing the Agreement. The Recipient agrees that the CEC, the Bureau of State Audits, or their designated representative shall have the right to review and to copy any records and supporting documentation pertaining to the performance of this Agreement. The Recipient agrees to maintain such records for possible audit for a minimum of three (3) years after the Agreement ends in any way. The Recipient agrees to allow the auditor(s) access to such records during normal business hours and to allow interviews of any employees who might reasonably have information related to such records. Further, the Recipient agrees to include a similar right of the CEC, the Bureau of State Audits, or their designated representative, to audit records and interview staff in any subcontract related to performance of this Agreement. These rights and responsibilities are in addition to and not restrictive of those in Section 16.

Access to Sites and Records.

9. Public Works
The Recipient is responsible for complying with all applicable laws, which can include public works requirements under the Labor Code. Recipient acknowledges acceptance of Agreement funds may trigger public works laws (Labor Code Section 1720 et seq.), a requirement of which is to pay prevailing September 2022 Page 4 of 5 APP-22-028
City of Pico Rivera
wages, applying to its entire project. If the project is public works then it is subject to compliance monitoring and enforcement by the Department of Industrial Relations. By signing this Agreement, Recipient certifies that it shall comply with all applicable Public Works laws and requirements.

10. Intellectual Property
As between the Recipient and the CEC, the Recipient owns all intellectual property it or its subcontractors create under this Agreement. The CEC has a no-cost, non-exclusive, transferable, irrevocable, royalty-free, worldwide, perpetual license to use, publish, translate, modify, and reproduce all intellectual property, such as the products identified in Section 2. above, for governmental purposes the Recipient or its subcontractors create under this agreement. The Recipient shall include a provision securing these rights for the CEC in all of its subcontractor agreements related to performance of this Agreement.

11. Amendment
No amendment or variation of this Agreement shall be valid unless made in writing and signed by both the Recipient and CEC.

12. Governing Law
This Agreement is governed by the laws of the State of California as to interpretation and performance.

13. Independent Capacity
In the performance of this Agreement, Recipient and its agents, subcontractors, and employees will act in an independent capacity and not as officers, employees, or agents of the CEC or the State of California.

14. Severability
If any provision of this Agreement is unenforceable or held to be unenforceable, all other provisions of this Agreement will remain in full force and effect.

15. Waiver
No waiver of any breach of this Agreement constitutes waiver of any other breach. All remedies in this Agreement will be taken and construed as cumulative, meaning in addition to every other remedy provided in the Agreement or by law.

16. Access to Sites and Records
The Recipient shall provide during the Agreement and for at least 3 years after the Agreement ends in any way to the CEC or its representatives reasonable access to all project sites and to all records related to this Agreement. These rights and responsibilities are in addition to and not restrictive of those in Section 8. Accounting and Audit.

September 2022 Page 5 of 5 APP-22-028
City of Pico Rivera

17. Termination Without Cause
The CEC may terminate this Agreement without cause upon giving written notice to the Recipient. In this event, the Recipient will use all reasonable efforts to mitigate its expenses and obligations.

18. Third-Party Beneficiary
The Recipient shall in every subcontract under this Agreement include a provision indicating the CEC is a third-party beneficiary to the agreement.

19. Survival of Terms
The following terms survive this Agreement no matter how the agreement ends, such as by its own terms or via termination:
• 8. Accounting and Audit
• 9. Public Works
• 10. Intellectual Property
• 12. Governing Law
• 14. Severability
• 15. Waiver
• 16. Access to Sites and Records
• 18. Third-Party Beneficiary
Exhibit C

CONTACT LIST
September 2022 Page 1 of 1 APP-22-028

CITY OF PICO RIVERA
California Energy Commission Recipient
Commission Agreement Manager:

Adam Van Winkle
California Energy Commission
716 P Street, MS-45
Sacramento, CA 95814
Phone: (916) 477-1799
e-mail: [email protected]
Project Manager:

Victor H. Ferrer
City of Pico Rivera
6615 Passons Boulevard
Pico Rivera, CA, 90660
Phone: (562) 801-4027
e-mail: [email protected]
Confidential Deliverables/Products
California Energy Commission
Contracts, Grants, and Loans Officer
715 P Street MS-18
Sacramento, CA 95814
Administrator:

Steven Carmona
City of Pico Rivera
6615 Passons Boulevard
Pico Rivera, CA, 90660
Phone: (562) 801-4405
e-mail: [email protected]
Invoices, Progress Reports and NonConfidential Deliverables to:

California Energy Commission
Accounting Officer
715 P Street MS-2
Sacramento, CA 95814
Email PDF of Payment Request invoice
packet to: [email protected]
Accounting Officer:

Jane Guo
City of Pico Rivera
6615 Passons Boulevard
Pico Rivera, CA, 90660
Phone: (562) 801-4336
e-mail: [email protected]
Legal Notices:

Tatyana Yakshina
Grants Manager
715 P Street MS-18
Sacramento, CA 95814
Phone: (916) 827-9294
e-mail: [email protected]
Recipient Legal Notices:

Anna M. Jerome
City of Pico Rivera
6615 Passons Boulevard
Pico Rivera, CA, 90660
Phone: (562) 801-4390
e-mail: [email protected]
To: Mayor and City Council
From: City Manager
Meeting Date: December 13, 2022
Subject: VEHICLE REPLACEMENT- PURCHASE OF ONE PUBLIC

WORKS FLEET TRUCK WITH RUGBY DUMP BODY FOR

THE STREETS AND PARKS DIVISIONS
Recommendation:

1. Authorize the purchase of one (1) 2023 Ford F-550, 2-wheel drive supercab truck, with an 11-foot rugby dump body in the amount of $89,504 from National Auto Fleet Group, a vendor with Sourcewell Contract No.091521-NAF; and

2. Authorize the City Manager to execute all documents related to the purchase of the recommended vehicles.

Fiscal Impact:

The vehicle replacement fund includes an available budget of $288,733 in Account No.170.40.4033-57300 for the purchase of various replacement vehicles for the Maintenance Division. The purchase price of the requested vehicle is $89,504. No additional appropriation is required at this time.

Discussion:

The (1) 2023 Ford F-550 truck (Enclosure 1), will replace Unit 214, a 2002 GMC truck with a dump truck body that currently has over 100,0000 miles and requires expensive repairs to the engine and transmission. This vehicle is utilized by our Streets Maintenance Division for picking up trash, towing pressure washers and trailers, hauling related equipment for the maintenance of streets, right of ways and alleys as well as picking up illegally discarded bulky items.

The recommended purchase of one (1) 2023 Ford F-550 2-wheel drive supercab truck, with an 11-foot rugby dump body, will be procured using a cooperative contract as authorized by Section 3.20.030 of the Pico Rivera Municipal Code. Purchasing these trucks through the National Auto Fleet Group in conjunction with Sourcewell (Formerly Known as NJPA) meets all the requirements set forth by the City of Pico Rivera Municipal Code regarding regional cooperative purchasing agreements. The Sourcewell Contract No.091521-NAF establishes pre-approved and vetted vendors following a nation-wide competitive bid process.
8 CITY COUNCIL AGENDA REPORT – MEETING OF DECEMBER 13, 2022

VEHICLE REPLACEMENT- PURCHASE OF ONE PUBLIC WORKS FLEET TRUCK

WITH RUGBY DUMP BODY FOR THE STREETS AND PARKS DIVISIONS

Purchasing through Sourcewell assures that the City receives the lowest available fleet pricing and meets the competitive bid process. The City has utilized Sourcewell for previous vehicle purchases and has had positive experiences.

Conclusion:

Staff recommends that the City Council authorize the purchase of one (1) Ford F-550 2- wheel drive supercab truck, with an 11-foot rugby dump body from National Auto Fleet Group in the amount not-to-exceed $89,504.

Steve Carmona
SC:TR:JG:np
Enclosures: 1) National Auto Fleet Quote ID No. 22446 R1 2) Sourcewell Contract No.091521-NAF
ENCLOSURE 1
8a

Rev. 3/2021 1
Solicitation Number: RFP #091521

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and 72 Hour LLC dba: National Auto Fleet Group, 490 Auto Center Drive, Watsonville, CA 95076 (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 Automobiles, SUVs, Vans, and Light Trucks with Related Equipment and Accessories 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 November 8, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

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






 





ENCLOSURE 2
091521-NAF
8b
091521-NAF
Rev. 3/2021 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. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be 






 





091521-NAF
Rev. 3/2021 3
returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

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

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

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

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

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

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

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

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

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






 





091521-NAF
Rev. 3/2021 4
x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

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

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

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

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

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

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

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






 





091521-NAF
Rev. 3/2021 5
contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

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

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

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

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

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

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

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

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








 





091521-NAF
Rev. 3/2021 6
x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.

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

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

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

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

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






 





091521-NAF
Rev. 3/2021 7
by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

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

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

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

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

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

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

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

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







 





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

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

11. INDEMNITY AND HOLD HARMLESS

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

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

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

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

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






 





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

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

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

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

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

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

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







 





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

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

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

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

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

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

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

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

1. Nonperformance of contractual requirements, or

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






 





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

18. INSURANCE

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

1. Workers’ Compensation and Employer’s Liability.

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

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

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

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

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

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






 





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

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

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

Minimum Limits:
$2,000,000

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

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

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

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

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






 





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

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

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

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

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

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

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






 





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

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

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

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

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

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






 





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

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

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

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

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

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






 





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

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

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

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

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

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

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






 





091521-NAF
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and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.

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

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

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

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

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

R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

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

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






 





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

Sourcewell 72 Hour LLC dba: National Auto
Fleet Group
By: __________________________ By: __________________________ Jeremy Schwartz Jesse Cooper
Title: Chief Procurement Officer Title: Fleet Manager
Date: ________________________ Date: ________________________ Approved:

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







 












 














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Bid Number: RFP 091521 Vendor Name: 72 HOUR LLC







 





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Tuesday, November 8, 2022
A Regular Meeting of the Successor Agency to the Pico Rivera Redevelopment Agency was held in the Council Chamber, Pico Rivera City Hall, 6615 Passons Boulevard, Pico Rivera, California.

Meeting was jointly held with the City Council and the Successor Agency to the Pico Rivera Redevelopment Agency. Items appear as listed on the combined agenda for the meeting of November 8, 2022.

Chairman Dr. Sanchez called the meeting to order at 6:04 p.m. on behalf of the Successor Agency.

PRESENT: Camacho, Lara, Lutz, Sanchez, Elias
ABSENT: None
PUBLIC COMMENTS: None
CONSENT CALENDAR:

Successor Agency:

16. Minutes:
• Received and filed Successor Agency to the Pico Rivera Redevelopment Agency regular meeting of November 8, 2022

17. Approval of the 2023-24 Recognized Obligation Payment Schedule (ROPS) and Corresponding Administrative Budget. (1500)

1. Approved Resolution No. SA-22-24 of the Successor Agency to the Pico Rivera Redevelopment Agency (Successor Agency) approving the Recognized Obligation Payment Schedule (ROPS) for the period of July 1, 2023 – June 30, 2024 (ROPS 2023-24) and approving of the Successor Agency Administrative Budget for the fiscal year (FY) 2023-24.

Resolution No. SA-22-24 A RESOLUTION OF THE SUCCESSOR AGENCY

TO THE PICO RIVERA REDEVELOPMENT AGENCY, ESTABLISHING THE RECOGNIZED OBLIGATION PAYMENT SCHEDULE 2023-24 FOR JULY 1, 2023 THROUGH JUNE 30, 2024, APPROVING THE EXPENDITURE OF

RESERVE AND OTHER FUNDS, APPROVING THE RESERVE OF FUNDS,

AND APPROVING THE ADMINISTRATIVE BUDGET FOR FISCAL YEAR 2023-24
Motion by Vice Chairman Lutz, seconded by Director Camacho to approve Consent Calendar Items No. 16 and 17. Motion carries by the following roll call vote:
9 11-8-22. Successor Agency Minutes

AYES: Camacho, Elias, Lara, Lutz, Sanchez
NOES: None
CONSENT CALENDAR ITEMS PULLED FOR FURTHER DISCUSSION: None REGULAR AGENDA: None
CLOSED SESSION(S): None
ADJOURNMENT:

Chairman Dr. Sanchez adjourned the Successor Agency to the Redevelopment Agency meeting at 7:07 p.m. There being no objection it was so ordered.

AYES: Camacho, Lara, Lutz, Sanchez, Elias
NOES: None

________________________________
Dr. Monica Sanchez, Chairman
ATTEST:
_______________________________
Anna M. Jerome, Agency Secretary
I hereby certify that the foregoing is a true and correct report of the proceedings of the Successor Agency to the Pico Rivera Redevelopment Agency regular meeting dated November 8, 2022 and received and filed by the Successor Agency to the Pico Rivera Redevelopment Agency on December 13, 2022.
________________________________
Anna M. Jerome, Agency Secretary
To: Chairman and Directors
From: Executive Director
Meeting Date: December 13, 2022
Subject: RESOLUTION DECLARING AGENCY-OWNED PROPERTY
HAVING ASSESSOR PARCEL NUMBER 6373-019-901 AS

EXEMPT SURPLUS LAND AND APPROVING THE SALE OF

THE PROPERTY TO THE ADJACENT PROPERTY OWNER
Recommendation:

1. Approve a resolution of the Successor Agency to the Pico Rivera Redevelopment Agency (Successor Agency) declaring the real property having Assessor Parcel Number 6373-019-901 (Property) as Exempt Surplus Land and approving the sale of the Property to the adjacent property owner (Purchaser) and determine that the approval of the resolution categorically exempt pursuant to the California Environmental Quality Act (CEQA) Guidelines Section 15312 – Class 12 Surplus Government Property Sales and the Common Sense Exemption under CEQA Guidelines Section 15060(c)(3).

Fiscal Impact:

The Purchaser would acquire the Property at the fair market value of $800. In addition, per redevelopment dissolution law (AB1X26, AB1484 et. Al.), proceeds from the sale are distributed to various taxing entities within the City. Each taxing entity would receive a share of the final sale price based upon their share of the property tax. The City of Pico Rivera would receive residual revenue based on its share of property tax.

Discussion:

The Property consists of 1,144 square feet and is an irregular triangular-shaped vacant lot designated for industrial use, located along the west side of Paramount Boulevard north of Whittier Boulevard and south of the Union Pacific Railroad tracks. Based on City records, the former Redevelopment Agency acquired the Property on June 11, 1979. The Successor Agency approved the Long-Range Property Management Plan (LRPMP) and received final approval from the California Department of Finance (DOF) on December 23, 2014. With the dissolution of redevelopment law in 2011, the Successor Agency (former Redevelopment Agency) was required to prepare the LRPMP to dispose of former redevelopment agency property.
10 SUCCESSOR AGENCY AGENDA REPORT – MEETING OF DECEMBER 13, 2022

RESOLUTION DECLARING AGENCY-OWNED PROPERTY HAVING ASSESSOR PARCEL NUMBER 6373-019-901 AS EXEMPT SURPLUS LAND AND APPROVING

THE SALE OF THE PROPERTY TO THE ADJACENT PROPERTY OWNER

As documented in the LRPMP the Property (identified as “Train Track Triangle – Property 5”) was directed to be sold to the adjacent property owner. The adjacent property owner has agreed to purchase the Property at the fair market value of $800 based on Broker’s Opinion of Value report prepared by DAUM Commercial Real Estate Services in November 2022.

The California Surplus Lands Act (Cal. Gov. Code §§ 54220 et seq.) provides exemptions for “exempt surplus land,” which includes land that is less than 5,000 square feet in area that is sold to an owner of contiguous land (Cal. Gov. Code § 54221 (f)(1)(B)). This property is less than 5,000 square feet and the proposed sale to the adjacent property meets the exemption of Cal. Gov. Code § 54221 (f)(1)(B).

Environmental Analysis
The project also meets CEQA guidelines Section 15060 (C)(3) which states that if it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

Conclusion:

Staff recommends that the Successor Agency approve the resolution declaring the real property having Assessor Parcel Number 6373-019-901 as exempt surplus land and approving the sale of the property to the adjacent property owner.

Steve Carmona
SC:JG:JP:jj
Enclosure: 1) Resolution /Exhibit A
RESOLUTION NO. SA-_____

A RESOLUTION OF THE SUCCESSOR AGENCY TO THE PICO RIVERA

REDEVELOPMENT AGENCY, DECLARING AGENCY-OWNED
PROPERTY OF APPROXIMATELY 1,144 SQUARE FEET HAVING
ASSESSOR PARCEL NUMBER 6373-019-901 AS EXEMPT SURPLUS
LAND PURSUANT TO CALIFORNIA GOVERNMENT CODE §
54221(f)(1)(B) AND APPROVING THE SALE OF THE PROPERTY TO THE

CONTIGUOUS PROPERTY OWNER
WHEREAS, in accord with the provisions of the California Redevelopment Law (Health and Safety Code Section 33000, et seq.), the City Council of the City of Pico Rivera (“City”) previously established the Redevelopment Agency of the City of Pico Rivera, a public body, corporate and politic (“Former Agency”) to carry out the purposes of and exercise the powers granted to community redevelopment agencies; and WHEREAS, pursuant to the dissolution of redevelopment agencies per Assembly Bill ABX1 26 (Chapter 5 Statutes of 2011) and ABX1 27 (Chapter 6, Statutes of 2011), and subsequent legislation, AB 1484 (Chapter 26, Statutes of 2012) (altogether, “Dissolution Act”), the City approved Resolution No. 6652 on January 10, 2012, electing to serve as Successor Agency to the Former Agency; and
WHEREAS, pursuant to California Health and Safety Code Section 34177, the Successor Agency must dispose of assets and properties of the Former Agency; and WHEREAS, on June 11, 1979, the Former Agency acquired the real property located along the west side of Paramount Boulevard north of Whittier Boulevard and south of the Union Pacific Railroad tracks having Assessor Parcel Number 6373-019-901 (“Property”) and depicted on Exhibit “A”, attached hereto and made a part of hereof; and WHEREAS, the Property is an irregular triangular shaped 1,144 square foot vacant lot designated for industrial use; and
WHEREAS, the Property has limited access due to the neighboring industrial property and a slope along Paramount Boulevard; and
WHEREAS, the Property was listed on the Successor Agency’s approved LongRange Property Management Plan (“LRPMP”) dated February 24, 2014, which provided an inventory of Successor Agency owned properties and set forth a long-term plan for the use and disposition of real property assets of the former redevelopment agency; and WHEREAS, the Property is identified as “Train Track Triangle (Property 5)” on the LRPMP and directed the Property be sold or granted to the adjacent property owner; and WHEREAS, the California Surplus Lands Act (Cal. Gov. Code §§ 54220 et seq.) (“Act”) as modified by California Assembly Bill 1486, effective January 1, 2020, provides the ENCLOSURE 1
10a
RESOLUTION NO. SA-_____

framework and state law requirements for disposal of a local agency’s surplus real property; and
WHEREAS, the Act provides exemptions from the requirements of the Act for “exempt surplus land,” which includes land that is less than 5,000 square feet in area that is sold to an owner of contiguous land (Cal. Gov. Code § 54221 (f)(1)(B)); and WHEREAS, the contiguous property owner desires to purchase the Property has a fair market value of $800 based on a Broker’s Opinion of Value report prepared by DAUM Commercial Real Estate Services in November 2022; and
WHEREAS, the sale of the Property is in the public interest and is consistent with the Successor Agency’s approved LRPMP, relieves the Successor Agency and the taxing entities of the responsibility, costs, and liability associated with the ownership and maintenance of the Property, would generate sales proceeds that may be used to pay for Successor Agency enforceable obligations or distributed to taxing entities, and would contribute to the revitalization of an obsolete and underutilized property through the consolidation of small parcels.

NOW, THEREFORE, BE IT RESOLVED by the Successor Agency to the Pico Rivera Redevelopment Agency as follows:

SECTION 1. The above recitals are true and correct and are a substantive part of this resolution.

SECTION 2. The Successor Agency hereby declares the Property to be “exempt surplus land” pursuant to Cal. Gov. Code § 54221(f)(1)(B). The Property is less than 5,000 square feet in area, not contiguous to land owned by a state or local agency that is used for open-space or low- and moderate-income housing purposes and is intended to be sold to a contiguous property owner at fair market value. The Property measures approximately 1,144 square feet and is to be conveyed to the contiguous property owner. The sale of the Property is also in the public interest and is consistent with the Successor Agency’s approved LRPMP, relieves the Successor Agency and the taxing entities of the responsibility, costs, and liability associated with the ownership and maintenance of the Property, would generate sales proceeds that may be used to pay for Successor Agency enforceable obligations or distributed to taxing entities, and would contribute to the revitalization of an obsolete and underutilized property through the consolidation of small parcels.

SECTION 3. This resolution has been reviewed with respect to the applicability of the California Environmental Quality Act (Public Resources Code Section 21000 et seq.) (“CEQA”). Staff has determined that the designation of this property as exempt surplus land and the sale of the Property is exempt under CEQA Guidelines Section 15312 - Class 12 Categorical Exemption relating to the sale of surplus government property and pursuant to State CEQA Guidelines Section 15060(c)(3) because this resolution does not have the potential for creating a significant effect on the environment and therefore it is not a project RESOLUTION NO. SA-_____

as defined by the CEQA Guidelines Section 15378. Approval of the resolution does not have the potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment. If and when the property is sold to a purchaser and that purchaser proposes a use for the property that requires a discretionary permit and CEQA review, that future use and project will be analyzed at the appropriate time in accordance with CEQA. In addition, none of the exceptions set forth under CEQA Guidelines Section 15300.2(a)-(f) apply.

SECTION 4. The Successor Agency approves and authorizes the sale of the Property to the contiguous property owner for the fair market value of $800. The Successor Agency authorizes and directs the Successor Agency Executive Director, or designee, to execute an agreement for the sale of the Property in a form approved by the City Attorney, including but not limited to, escrow instructions, grant deed, seller affidavits and such other customary documents consistent with and reasonably necessary to effectuate the intent of this resolution and record or cause to be recorded such documentation, as approved by the City Attorney.

SECTION 5. The Successor Agency Executive Director is further directed to transmit this resolution to the Oversight Board for approval of the sale of the Property.

SECTION 6. The Agency Secretary shall attest to the passage of this resolution, and it shall thereupon be in full force and effect.

APPROVED AND PASSED this 13th day of December 2022.
________________________________
Dr. Monica Sánchez, Chairperson
ATTEST: APPROVED AS TO FORM:
____________________________ _______________________________ Anna M. Jerome, Agency Secretary Arnold M. Alvarez-Glasman, Agency Counsel AYES:

NOES:

ABSENT:

ABSTAIN:

RESOLUTION NO. SA-_____

EXHIBIT “A”
Aerial Map Depicting the Property
A Regular Meeting of the Water Authority was held in the Council Chamber, Pico Rivera City Hall, 6615 Passons Boulevard, Pico Rivera, California.

Meeting was jointly held with the City Council and Water Authority. Items appear as listed on the combined agenda for the meeting of September 27, 2022.

Authority President Dr. Sanchez called the meeting to order at 6:01 p.m.

PRESENT: Camacho, Elias, Lara, Lutz, Sanchez
ABSENT: None
PUBLIC COMMENTS: None
PUBLIC HEARING: None
CONSENT CALENDAR:

Water Authority:

14. Minutes:
• Approved Water Authority meeting of July 12, 2022

15. Approve Agreement with Automated Water Treatment in the Amount of $113,032 for Chlorine Disinfectant Tablets. (500)

1. Approved agreement between the Pico Rivera Water Authority and Automated Water Treatment in the amount of $113,032 to provide chemical supplies including delivery services; and

2. Authorized the Executive Director to sign the agreement in a form approved by the General Counsel.

Agreement No. 22-66

16. On-Call Emergency Water System Repair Services – Award Professional Services Agreements. (500)

1. Awarded a Professional Services Agreement for a term of three (3) years in the total amount not-to-exceed $2,000,000 to W.A. Rasic Construction Company Inc. to provide on-call emergency water system repair services; and

2. Awarded a Professional Services Agreement for a term of three (3) years in the total amount not-to-exceed $2,000,000 to Stephen Doreck Equipment Rentals, Inc. to provide on-call emergency water system repair services; and Tuesday, September 27, 2022
11 9-27-22 Water Minutes

3. Authorized the Executive Director to execute the agreements in a form approved by the City Attorney.

Agreement No. 22-67 Agreement No. 22-68
Motion by Commissioner Lara, seconded by Commissioner Camacho to approve Consent Calendar Item Nos. 14 through 16. Motion carries by the following roll call vote:

AYES: Camacho, Elias, Lara, Lutz, Sanchez
NOES: None
CONSENT CALENDAR ITEMS PULLED FOR FURTHER DISCUSSION: None REGULAR AGENDA: None
ADJOURNMENT:

President Dr. Sanchez adjourned the Water Authority meeting at 7:06 p.m. There being no objection it was so ordered.

AYES: Camacho, Elias, Lara, Lutz, Sanchez
ABSENT: None
________________________________
Dr. Monica Sanchez, President
ATTEST:
________________________________
Anna M. Jerome, Authority Secretary
I hereby certify that the foregoing is a true and correct report of the proceedings of the Water Authority regular meeting dated September 27, 2022 and received and filed by the Water Authority on December 13, 2022.
_______________________________
Anna M. Jerome, Authority Secretary
To: President and Commissioners
From: Executive Director
Meeting Date: December 13, 2022
Subject: ADVANCE METER INFRASTRUCTURE (CIP NO. 50072) –

AWARD PROFESSIONAL SERVICES AGREEMENT
Recommendation:

1. Award a Professional Services Agreement to MeterSys to provide implementation consulting services for the Advance Meter Infrastructure (AMI) Project (CIP No. 50072) for an amount not-to-exceed $208,150 and authorize the Executive Director to execute an agreement in a form approved by the General Counsel.

Fiscal Impact:

The fiscal year (FY) 2022-23 adopted budget included funding in the amount of $3,700,000 from Water Funds (Fund 550) Advanced Meter Infrastructure Project, No. 50072 (550.70.7340-54500-CIP.50072) for the purchase of equipment, installation and implementation of services. Additional funding is not required at this time.

Discussion:

In 2018, Pico Rivera Water Authority (PRWA) evaluated the feasibility of implementing Advanced Metering Infrastructure (AMI) technology throughout the City. The study evaluated the operational and financial benefits that the City may receive from switching to advanced metering technology. The result of the study recommended PRWA replace the existing metering infrastructure with AMI technology. The benefits in upgrading to AMI technology include the ability to perform and transmit meter reads quickly, automatically, accurately, and as often as necessary back to City Hall and to the City’s Customer Service Billing software. Additionally, it has the ability to detect abnormal highwater consumption which can indicate the presence of leaks at the customer’s premises.

Since 2018, PRWA staff has replaced or retrofitted approximately 2,965 outdated water meters with AMI water meters. On April 26 and July 12, 2022, PRWA entered into contracts with Ferguson Waterworks for the purchase of approximately 9,600 AMI water 12 WATER AUTHORITY AGENDA REPORT – MEETING OF DECEMBER 13, 2022 ADVANCE METER INFRASTRUCTURE (CIP 50072) – AWARD PROFESSIONAL

SERVICES AGREEMENT

meters and water meter lids. In order to obtain the full benefits of an AMI system, testing and implementation services are needed to integrate the smart metering technology with PRWA’s database and billing software, it is necessary to secure professional services.

On June 29, 2022, a Request for Proposals (RFP) was published on Planet Bids via the City’s website. Services requested consist of project management and oversight for the planning and implementation of AMI technology in order to improve the process of collecting monthly water utility meter data, enhance the level of service offered to water customers, implement a customer portal and obtain more accurate water use information within the City’s water network.

On August 17, 2022, four (4) proposals were received. A technical panel consisting of Public Works staff ranked the proposals. The technical panel used qualifications-based selection criteria to rank the consultants. The selection criteria weighed a number of factors such as project manager and team qualifications, experience on similar projects, and understanding of technical issues specific to AMI technology.

A summary of the rankings is provided below:

No. Company Name
1 MeterSys
2 GHD
3 E-Source Companies, LLC
4 SL-Serco
Based on qualifications, experience and availability of personnel provided in the proposals, MeterSys was the highest ranked consultant and staff recommends MeterSys to provide implementation services of AMI technology for a fee not-to-exceed $208,150.

MeterSys is knowledgeable and has performed similar task implementation for the Cities of Burbank, Corona, Oceanside and Camarillo.

The total project budget is outlined below:

DESCRIPTION AMOUNT
AMI Equipment $3,252,000
Implementation Services $208,150
Project Management/Force Account $239,850
TOTAL PROJECT COST: $3,700,000
WATER AUTHORITY AGENDA REPORT – MEETING OF DECEMBER 13, 2022 ADVANCE METER INFRASTRUCTURE (CIP 50072) – AWARD PROFESSIONAL

SERVICES AGREEMENT

FUNDING CATEGORY AMOUNT
Water Authority (550 Fund) - FY 2021-22 Budget Appropriation $2,729,097 Water Authority (550 Fund) – FY 2022-23 Budget $970,903 TOTAL PROJECT BUDGET: $3,700,000
Conclusion:

Staff recommends the award of a Professional Services Agreement to MeterSys to provide AMI implementation services to PRWA for CIP No. 50072 for a fee not-to-exceed $208,150.

Steve Carmona
SC:TR:KG:AR:np
Enclosure: 1) Professional Services Agreement
AGREEMENT NO. _______

PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE PICO RIVERA WATER AUTHORITY AND

METERSYS

1. IDENTIFICATION
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is entered into by and between the Pico Rivera Water Authority, a California municipal corporation (“PRWA”) and MeterSys, a North Carolina limited liability company (“Consultant”). PRWA and Consultant are sometimes hereinafter individually referred to as a “Party” and collectively referred to as “Parties.”

2. RECITALS

2.1 PRWA has determined that it requires professional services from a consultant to provide AMI Implementation Services for CIP 50072.

2.2 Consultant represents that it is fully qualified to perform such professional services by virtue of its experience and the training, education and expertise of its principals and employees. Consultant further represents that it is willing to accept responsibility for performing such services in accordance with the terms and conditions set forth in this Agreement.

NOW, THEREFORE, for and in consideration of the performance by the Parties of the mutual covenants and conditions herein contained, the Parties hereto agree as follows:

3. DEFINITIONS

3.1 “Scope of Services”: Such professional services as are set forth in the Consultant’s August 1, 2022 proposal to PRWA attached hereto as Exhibit “A” and incorporated herein by this reference.

3.2 “Approved Fee Schedule”: Such compensation rates as are set forth in the Consultant’s August 1, 2022 proposal to PRWA attached hereto as Exhibit “B.”

3.3 “Commencement Date”: December 13, 2022

3.4 “Expiration Date”: June 30, 2024

4. TERM
The term of this Agreement shall commence at 12:00 a.m. on the Commencement Date and shall expire at 11:59 p.m. on the Expiration Date unless extended by written agreement of the Parties or terminated in accordance with Section 22 below.

5. CONSULTANT’S SERVICES
Enclosure 1
12a
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5.1 Consultant shall perform the services identified in the Scope of Services.

PRWA shall have the right to request, in writing, changes in the Scope of Services. Any such changes mutually agreed upon by the Parties, and any corresponding increase or decrease in compensation, shall be incorporated by written amendment to this Agreement. In no event shall the total compensation and costs payable to Consultant under this Agreement exceed the sum of Two Hundred Eight Thousand One Hundred Fifty ($208,150) unless specifically approved in advance, in writing, by PRWA.

5.2 Consultant shall perform all work to the highest professional standards of Consultant’s profession and in a manner reasonably satisfactory to PRWA.

6. COMPENSATION

6.1 PRWA agrees to compensate Consultant for the services provided under this Agreement, and Consultant agrees to accept in full satisfaction for such services, payment in accordance with the Approved Fee Schedule.

6.2 Consultant shall submit to PRWA an invoice, on a monthly basis or less frequently, for the services performed pursuant to this Agreement. Each invoice shall itemize the services rendered during the billing period and the amount due. Within ten (10) business days of receipt of each invoice, PRWA shall notify Consultant in writing of any disputed amounts included on the invoice. Within thirty (30) calendar days of receipt of each invoice, PRWA shall pay all undisputed amounts included on the invoice. PRWA shall not withhold applicable taxes or other authorized deductions from payments made to Consultant.

6.3 Payments for any services requested in writing by PRWA and not included in the Scope of Services shall be made to Consultant by PRWA on a time-and-materials basis using Consultant’s standard fee schedule. Fees for such additional services shall be paid within sixty (60) days of the date Consultant issues an invoice to PRWA for such services.

7. BUSINESS LICENSE
Consultant shall obtain a PRWA business license prior to commencing performance under this Agreement.

8. COMPLIANCE WITH LAWS
Consultant shall keep informed of State, Federal and Local laws, ordinances, codes and regulations that in any manner affect those employed by it or in any way affect the performance of its services pursuant to this Agreement. The Consultant shall at all times comply with such laws, ordinances, codes and regulations. Without limiting the generality of the foregoing, if Consultant is an out-of-state corporation or LLC, it must be qualified and registered to do business in the State of California pursuant to sections 2105 and 17708.02 of the California Corporations Code. The PRWA, its officers and Professional Services Agreement
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employees shall not be liable at law or in equity occasioned by failure of Consultant to comply with this Section.

9. CONFLICT OF INTEREST
Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the services to be performed by Consultant under this Agreement, or which would conflict in any manner with the performance of its services hereunder. During the term of this Agreement, Consultant shall not perform any work for another person or entity for whom Consultant was not working at the Commencement Date if both: (i) such work would require Consultant to abstain from a decision under this Agreement pursuant to a conflict of interest statute; and (ii) PRWA has not consented in writing prior to Consultant’s performance of such work.

10. PERSONNEL
Consultant represents that it has, or will secure at its own expense, all personnel required to perform the services identified in the Scope of Services. All such services shall be performed by Consultant or under its supervision, and all personnel engaged in the Work shall be qualified to perform such services. Consultant reserves the right to determine the assignment of its own employees to the performance of Consultant’s services under this Agreement, but PRWA reserves the right, for good cause, to require Consultant to exclude any employee from performing services on PRWA’s premises.

Andrew Honeycutt, President and Chief Consulting Officer shall be Consultant’s Project Administrator and shall have direct responsibility for management of Consultant’s performance under this Agreement. No change shall be made in Consultant’s Project Administrator without PRWA’s prior written consent.

11. OWNERSHIP OF WRITTEN PRODUCTS
All reports, documents or other written material (“written products”) developed by Consultant in the performance of this Agreement shall be and remain the property of PRWA without restriction or limitation upon its use or dissemination by PRWA.

Consultant may take and retain copies of such written products as desired, but no such written products shall be the subject of a copyright application by Consultant. If any state, federal, or local law requires mandatory copyright protection for Consultant’s work product, PRWA shall comply with such laws to the extent feasible.

12. INDEPENDENT CONTRACTOR

12.1 Consultant is, and shall at all times remain as to PRWA, a wholly independent contractor. Consultant shall have no power to incur any debt, obligation, or liability on behalf of PRWA or otherwise to act on behalf of PRWA as an agent. Neither PRWA nor any of its officers, employees or agents shall have control over the conduct of Consultant or any of Consultant’s employees, except as set forth in this Agreement. Consultant shall not at any time represent that it is, or that any of its agents or employees are, in any Professional Services Agreement
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manner employees of PRWA.

12.2 The Parties further acknowledge and agree that nothing in this Agreement shall create or be construed to create a partnership, joint venture, employment relationship, joint-employer relationship, or any other relationship between Consultant or Consultant’s employees except as set forth in this Agreement.

12.3 PRWA shall have no direct or indirect control over Consultant’s employees or sub-consultants with respect to wages, hours, and working conditions. In addition, PRWA shall not deduct from the Compensation paid to Consultant any sums required for Social Security, withholding taxes, FICA, state disability insurance or any other federal, state or local tax or charge which may or may not be in effect or hereinafter enacted or required as a charge or withholding on the compensation paid to Consultant, Consultant’s employees or subconsultants. PRWA shall have no responsibility to provide Consultant, its employees or subconsultants with workers’ compensation insurance or any other insurance.

12.4 The Parties further acknowledge the following: (i) that Consultant shall provide the services outlined in the Scope of Services directly to PRWA; (ii) Consultant maintains a business location at the address listed under Section 20 that is separate and distinct from the PRWA; (iii) Consultant contracts with other businesses to provide the same or similar services and maintains a clientele without restriction from the PRWA; (iv) Consultant advertises and holds itself out to the public as available to provide the same or similar services; (v) unless otherwise specified in this Agreement, Consultant provides its own tools, vehicles, and equipment necessary for performing the Scope of Services; (vi) Consultant has proposed and negotiated its own rates; and (vii) consistent with the nature and demands of the project and the PRWA’s business hours, Consultant may set its own hours and location of work.

13. CONFIDENTIALITY
All data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement, are deemed confidential and shall not be disclosed by Consultant without prior written consent by PRWA. PRWA shall grant such consent if disclosure is legally required. Upon request, all PRWA data and any copies thereof shall be returned to PRWA upon the termination or expiration of this Agreement.

14. NON-LIABILITY OF PRWA OFFICIALS AND EMPLOYEES
No official or employee of the PRWA shall be personally liable to Consultant in the event of any default or breach by PRWA, or for any amount which may become due to Consultant.

15. INDEMNIFICATION

15.1 The Parties agree that PRWA, its officers, agents, elected and appointed officials, employees, affiliated public agencies and volunteers should, to the extent Professional Services Agreement
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permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation costs, or any other cost arising out of or in any way related to the performance of this Agreement. Accordingly, the provisions of this indemnity provision are intended by the Parties to be interpreted and construed to provide the fullest protection possible under the law to PRWA. Consultant acknowledges that PRWA would not enter into this Agreement in the absence of Consultant’s commitment to indemnify and protect PRWA as set forth herein. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.

15.2 To the full extent permitted by law, Consultant shall indemnify, hold harmless and defend PRWA, its officers, agents, elected and appointed officials, employees, affiliated public agencies and volunteers from and against any and all claims, demands, lawsuits, causes of action, losses, costs or expenses for any damage due to death or injury to any person and injury to any property resulting from or arising out of any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or omissions of Consultant or any of its officers, employees, servants, agents, or subconsultants in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of PRWA’s choice and expert witness fees and consultant fees. Notwithstanding the foregoing, to the extent Consultant's Services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.

15.3 PRWA shall have the right to offset against the amount of any compensation due Consultant under this Agreement any amount due PRWA from Consultant as a result of Consultant’s failure to pay PRWA promptly any indemnification arising under this Section 15 or related to Consultant’s failure to either: (i) pay taxes on amounts received pursuant to this Agreement or (ii) comply with applicable workers’ compensation laws.

15.4 The obligations of Consultant under this Section 15 will not be limited by the provisions of any workers’ compensation act or similar act. Consultant expressly waives its statutory immunity under such statutes or laws as to PRWA, its officers, agents, employees and volunteers.

15.5 Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this Section 15 from each and every subconsultant or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. In the event Consultant fails to obtain such indemnity obligations from others as required herein, Consultant agrees to be fully responsible and indemnify, hold harmless and defend PRWA, its officers, agents, elected and appointed officials, employees, affiliated public agencies and volunteers from and against any and all claims, demands, lawsuits, causes of action, losses, costs or expenses for any Professional Services Agreement
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damage due to death or injury to any person and injury to any property resulting from or arising out of any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or omissions of Consultant’s subconsultants or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of PRWA’s choice and expert witness fees and consultant fees.

15.6 PRWA does not, and shall not, waive any rights that it may possess against Consultant because of the acceptance by PRWA, or the deposit with PRWA, of any insurance policy or certificate required pursuant to this Agreement. This hold harmless and indemnification provision shall apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost or expense.

15.7 PERS ELIGIBILITY INDEMNITY. In the event that Consultant or any employee, agent, or subconsultant of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the PRWA, Consultant shall indemnify, defend, and hold harmless PRWA for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subconsultants, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of PRWA.

Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subconsultants providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by PRWA, including but not limited to eligibility to enroll in PERS as an employee of PRWA and entitlement to any contribution to be paid by PRWA for employer contribution and/or employee contributions for PERS benefits.

16. INSURANCE

16.1 During the term of this Agreement, Consultant shall carry, maintain, and keep in full force and effect insurance against claims for death or injuries to persons or damages to property that may arise from or in connection with Consultant’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:

16.1.1 Comprehensive general liability, and Umbrella or Excess Liability Insurance covering all operations by or on behalf of Consultant providing insurance for bodily injury liability and property damage liability for the following and including coverage for:

16.1.1.1 Premises, operations, and mobile equipment
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16.1.1.2 Products and completed operations

16.1.1.3 Broad form property damage (including completed operations)

16.1.1.4 Explosion, collapse, and underground hazards

16.1.1.5 Personal Injury

16.1.1.6 Contractual liability
in the amount of One Million Dollars ($1,000,000) per occurrence combined single limit; Two Million Dollars ($2,000,000) aggregate for products/completed operation; Two Million Dollars ($2,000,000) general aggregate (General aggregate must apply separately to Consultant’s work under this Agreement.); and Five Million Dollars ($5,000,000) umbrella or excess liability.

16.1.2 Automobile Liability Insurance for owned, hired and non-owned vehicles utilized by Consultant, its employees or subconsultants, in the amount of One Million Dollars ($1,000,000) per accident for bodily injury and property damage.

16.1.3 Worker’s Compensation Insurance as required by the laws of the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than One Million Dollars ($1,000,000) per accident for bodily injury or disease.

16.1.4 Professional Liability Insurance against errors and omissions in the performance of the work under this Agreement with coverage limits of not less than One Million Dollars ($1,000,000) per occurrence of claim/ Two Million Dollars ($2,000,000) in the aggregate.

16.2 Consultant shall require each of its subconsultants, if any, to maintain insurance coverage that meets all of the requirements of this Agreement.

16.3 The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California and with a rating of at least A:VII in the latest edition of Best’s Insurance Guide.

16.4 Consultant agrees that if it does not keep the aforesaid insurance in full force and effect PRWA may either: (i) immediately terminate this Agreement; or (ii) take out the necessary insurance and pay, at Consultant’s expense, the premium thereon.

16.5 At all times during the term of this Agreement, Consultant shall maintain on file with PRWA’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and, for the general liability and automobile liability policies, naming the PRWA as an additional insured. Consultant shall, prior to commencement of work under this Agreement, file with PRWA’s Risk Manager Professional Services Agreement
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such certificate(s).

16.6 Consultant shall provide proof that policies of insurance required herein, expiring during the term of this Agreement, have been renewed or replaced with other policies providing at least the same coverage. Consultant shall provide such proof to PRWA at least two weeks prior to the expiration of the coverages.

16.7 The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming PRWA, its officers, employees, agents and volunteers as additional insureds. All of the policies required under this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty days’ prior written notice to PRWA. Consultant agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.

16.8 The general liability and automobile policies of insurance provided by Consultant shall be primary to any coverage available to PRWA. Any insurance or selfinsurance maintained by PRWA, its officers, employees, agents or volunteers, shall be in excess of Consultant’s insurance and shall not contribute with it.

16.9 All insurance coverage provided pursuant to this Agreement shall not prohibit Consultant, and Consultant’s employees, agents or subconsultants, from waiving the right of subrogation prior to a loss. Consultant hereby waives all rights of subrogation against the PRWA.

16.10 Any deductibles or self-insured retentions must be declared to and approved by the PRWA. At the option of PRWA, Consultant shall either reduce or eliminate the deductibles or self-insured retentions with respect to PRWA, or Consultant shall procure a bond guaranteeing payment of losses and expenses.

16.11 Procurement of insurance by Consultant shall not be construed as a limitation of Consultant’s liability or as full performance of Consultant’s duties to indemnify, hold harmless and defend under Section 15 of this Agreement.

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

17. MUTUAL COOPERATION

17.1 PRWA shall provide Consultant with all pertinent data, documents and other requested information as is reasonably available to PRWA for the proper performance of Consultant’s services under this Agreement.

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17.2 In the event any claim or action is brought against PRWA relating to Consultant’s performance in connection with this Agreement, Consultant shall render any reasonable assistance that PRWA may require.

18. RECORDS AND INSPECTIONS
Consultant shall maintain full and accurate records with respect to all matters covered under this Agreement for a period of three years after the expiration or termination of this Agreement. PRWA shall have the right to access and examine such records, without charge, during normal business hours. PRWA shall further have the right to audit such records, to make transcripts therefrom and to inspect all program data, documents, proceedings, and activities.

19. PERMITS AND APPROVALS
Consultant shall obtain, at its sole cost and expense, all permits and regulatory approvals necessary in the performance of this Agreement. This includes, but shall not be limited to, encroachment permits and building and safety permits and inspections.

20. NOTICES
Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on: (i) the day of delivery if delivered by hand, facsimile, email, or overnight courier service during Consultant’s and PRWA’s regular business hours; or (ii) on the third business day following deposit in the United States mail if delivered by mail, postage prepaid, to the addresses listed below (or to such other addresses as the Parties may, from time to time, designate in writing).

If to PRWA: If to Consultant:

Steve Carmona, Executive Director
Pico Rivera Water Authority
PO Box 1016
6615 Passons Blvd.

Pico Rivera, California 90660-1016
Facsimile: (562) 801-4765
Andrew Honeycutt, President and
Chief Consulting Officer
MeterSys
703 W Johnson Street
Raleigh, North Carolina, 27603
With a courtesy copy to:

Arnold M. Alvarez-Glasman,
PRWA General Counsel
Alvarez-Glasman & Colvin
13181 Crossroads Parkway North
Suite 400 - West Tower
City of Industry, CA 91746
Facsimile: (562) 692-2244
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21. SURVIVING COVENANTS
The Parties agree that the covenants contained in Sections 13, 15 and Paragraph

17.2 of Section 17, of this Agreement shall survive the expiration or termination of this Agreement.

22. TERMINATION

22.1. PRWA shall have the right to terminate this Agreement for any reason on five (5) calendar days’ written notice to Consultant. Consultant shall have the right to terminate this Agreement for any reason on sixty (60) calendar days’ written notice to PRWA. The effective date of termination shall be upon the date specified in the notice of termination. Consultant agrees that in the event of such termination, PRWA’s obligation to pay Consultant shall be limited to payment only for those services satisfactorily rendered, as solely determined by the PRWA, prior to the effective date of termination.

Consultant agrees to cease all work under this Agreement on or before the effective date of any notice of termination. All PRWA data, documents, objects, materials or other tangible things shall be returned to PRWA upon the termination or expiration of this Agreement.

22.2 If PRWA terminates this Agreement due to no fault or failure of performance by Consultant, then Consultant shall be paid based on the work satisfactorily performed, as solely determined by the PRWA, at the time of termination. In no event shall Consultant be entitled to receive more than the amount that would be paid to Consultant for the full performance of the services required by this Agreement.

23. ASSIGNMENT
Consultant shall not delegate, transfer, subcontract or assign its duties or rights hereunder, either in whole or in part, without PRWA’s prior written consent, and any attempt to do so shall be void and of no effect. PRWA shall not be obligated or liable under this Agreement to any Party other than Consultant.

24. NON-DISCRIMINATION AND EQUAL EMPLOYMENT OPPORTUNITY

24.1 In the performance of this Agreement, Consultant shall not discriminate against any employee, subconsultant, or employment applicant because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual orientation. Consultant will take affirmative action to ensure that subconsultants, employees, and employment applicants are treated without regard to their race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual orientation.

24.2 Consultant will, in all solicitations or advertisements for employees placed by or on behalf of Consultant state either that it is an equal opportunity employer or that all qualified applicants will receive consideration for employment without regard to race, Professional Services Agreement
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color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition or sexual orientation.

24.3 Consultant will cause the foregoing provisions to be inserted in all subcontracts for any work covered by this Agreement except contracts or subcontracts for standard commercial supplies or raw materials.

25. WARRANTIES

25.1 Each Party has received independent legal advice from its attorneys with respect to the advisability of entering into and executing this Agreement, or been provided with an opportunity to receive independent legal advice and has freely and voluntarily waived and relinquished the right to do so. Each Party who has not obtained independent counsel acknowledges that the failure to have independent legal counsel will not excuse such Party’s failure to perform under this Agreement.

25.2 In executing this Agreement, each Party has carefully read this Agreement, knows the contents thereof, and has relied solely on the statements expressly set forth herein and has placed no reliance whatsoever on any statement, representation, or promise of any other party, or any other person or entity, not expressly set forth herein, nor upon the failure of any other party or any other person or entity to make any statement, representation or disclosure of any matter whatsoever.

25.3 It is agreed that each Party has the full right and authority to enter into this Agreement, and that the person executing this Agreement on behalf of either Party has the full right and authority to fully commit and bind such Party to the provisions of this Agreement.

26. CAPTIONS

26.1 The captions appearing at the commencement of the sections hereof, and in any paragraph thereof, are descriptive only and for convenience in reference to this Agreement. Should there be any conflict between such heading, and the section or paragraph thereof at the head of which it appears, the section or paragraph thereof, as the case may be, and not such heading, shall control and govern in the construction of this Agreement.

26.2 Masculine or feminine pronouns shall be substituted for the neuter form and vice versa, and the plural shall be substituted for the singular form and vice versa, in any place or places herein in which the context requires such substitution(s).

27. NON-WAIVER

27.1 The waiver by PRWA or Consultant of any breach of any term, covenant or condition herein contained shall not be deemed to be a waiver of such term, covenant or condition or of any subsequent breach of the same or any other term, covenant or Professional Services Agreement
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condition herein contained. In no event shall the making by PRWA of any payment to Consultant constitute or be construed as a waiver by PRWA of any breach of covenant, or any default which may then exist on the part of Consultant, and the making of any such payment by PRWA shall in no way impair or prejudice any right or remedy available to PRWA with regard to such breach or default. No term, covenant or condition of this Agreement shall be deemed to have been waived by PRWA or Consultant unless in writing.

27.2 Each right, power and remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise shall be cumulative and shall be in addition to every other right, power, or remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise. The exercise, the commencement of the exercise, or the forbearance of the exercise by any Party of any one or more of such rights, powers or remedies shall not preclude the simultaneous or later exercise by such Party of any of all of such other rights, powers or remedies.

27.3 Consultant shall not be liable for any failure to perform if Consultant presents acceptable evidence, in PRWA’s sole judgment, that such failure was due to causes beyond the control and without the fault or negligence of Consultant.

28. COURT COSTS AND ATTORNEY FEES
In the event legal action shall be necessary to enforce any term, covenant or condition herein contained, the Party prevailing in such action, whether reduced to judgment or not, shall be entitled to its reasonable court costs, including accountants’ fees and expert witness fees, if any, and attorneys’ fees expended in such action. The venue for any litigation shall be Los Angeles County, California.

29. SEVERABILITY
If any term or provision of this Agreement or the application thereof to any person or circumstance shall, to any extent, be invalid or unenforceable, then such term or provision shall be amended to, and solely to, the extent necessary to cure such invalidity or unenforceability, and in its amended form shall be enforceable. In such event, the remainder of this Agreement, or the application of such term or provision to persons or circumstances other than those as to which it is held invalid or unenforceable, shall not be affected thereby, and each term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law.

30. GOVERNING LAW
This Agreement shall be governed and construed in accordance with the laws of the State of California.

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31. COUNTERPARTS
This Agreement may be signed in any one or more counterparts all of which taken together shall be but one and the same Agreement. Any signed copy of this Agreement or of any other document or agreement referred to herein, or copy or counterpart thereof, delivered by facsimile or email transmission, shall for all purposes be treated as if it were delivered containing an original manual signature of the Party whose signature appears in the facsimile or email and shall be binding upon such Party in the same manner as though an originally signed copy had been delivered.

32. ENTIRE AGREEMENT
All documents referenced as exhibits in this Agreement are hereby incorporated in this Agreement. In the event of any material discrepancy between the express provisions of this Agreement and the provisions of any document incorporated herein by reference, the provisions of this Agreement shall prevail. This instrument contains the entire Agreement between PRWA and Consultant with respect to the transactions contemplated herein. No other prior oral or written agreements are binding upon the Parties.

Amendments hereto or deviations herefrom shall be effective and binding only if made in writing and executed by PRWA and Consultant.

TO EFFECTUATE THIS AGREEMENT, the Parties have caused their duly authorized representatives to execute this Agreement on the dates set forth below. “PRWA” “CONSULTANT”

PICO RIVERA WATER AUTHORITY METERSYS
______________________________ ___________________________________ Steve Carmona, Executive Director Andrew Honeycutt, President and Chief Consulting Officer
Dated: ________________________ Dated: _____________________________ ATTEST: APPROVED AS TO FORM:
___________________________ ___________________________________ Anna M. Jerome, Authority Secretary Arnold M. Alvarez-Glasman, General Counsel Professional Services Agreement
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EXHIBIT A

SCOPE OF SERVICES
RFP PROPOSAL: CITY

OF PICO RIVERA AMI

IMPLEMENTATION
SERVICES- CIP NO. 50072
Prepared for :

City of Pico Rivera
Attn: Department of Public Works
6615 Passons Blvd.

Pico Rivera, CA 90660
August 1, 2022
Updated November 14, 2022
7 0 3 W J O H N S O N S T R E E T
RALEIGH, NORTH CAROLINA 27603
844-881-8685
WWW.METERSYS.COM

SECTION A- COVER LETTER
August 1, 2022
City of Pico Rivera
Attn: Public Works Department
6615 Passons Blvd.

Pico Rivera, CA 90660
RE: RFP | PROPOS AL FOR ADVANCED ME TERING INFRA STRUCTURE CONSULTING SERVICES To the City of Pico Rivera:

On behalf of the entire MeterSYS team, I am pleased to offer our proposal for implementation program management in support of the City’s planned AMI Project. Our company was created for the sole purpose of providing professional management services to public utilities in the planning and implementation of AMI. Our advocacy and oversight of AMI projects for public agencies provides our clients with sustainable infrastructure benefiting operations, finance, and customer service.

MeterSYS is pleased to offer the City an intentional approach to AMI implementation through professional consulting for AMI planning and program implementation. MeterSYS seeks to be a trusted partner in AMI for the City of Pico Rivera and we are fully committed to the successful planning and delivery of AMI utilizing Neptune 360 as the selected AMI solution. With the proposed turn-key project scope of work, MeterSYS will work directly with the City to:
• Represent and advocate the interests of the City in all matters pertaining to the AMI planning and implementation
• Augment the City staff to ensure vendors, contractors, and project teams operate in synchronization • Provide asset and data quality controls as part of an overall quality program • Work with the City to create a comprehensive and multi-platform communications plan to ensure the public is informed throughout the AMI implementation
• Conduct thorough testing of the AMI network and software for seamless and accurate transfer of meter data from the field to the back office
• Manage the project budget and timeline to ensure expectations are met • Provide education and training to enhance the end-user’s confidence, to improve customer service, and to expand essential skills and system knowledge
We appreciate the opportunity to share with the City how our expertise and experience is best suited for this significant capital project. Please do not hesitate to contact me with any questions. I will serve as your primary point of contact.

Sincerely,

METERSYS
P. Andrew Honeycutt| President and Chief Consulting Officer 910-690-7734 | [email protected]
C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
August 1, 2022: Updated November 14,2022 | Page 3
SECTION B: UNDERSTANDING THE SCOPE

SUPPORT OF CITY PROJECT GOALS
Our proven implementation methodology was developed to achieve goals aligned with the City of Pico Rivera.

MeterSYS conducted a current and future state analysis of the City ’s metering and billing operations beginning in 2017 through 2018 as the City was contemplating its options for AMI. The focus at that time was on retro-fitting existing meter infrastructure as a low cost path to AMI. Since that time, there has been a consistent replacement of meters and now the City is ready to embark on a full-scale meter replacement with AMI as the reading technology. Neptune’s R900 has been selected as the AMI solution and is aligned well with other Neptune projects that MeterSYS has on the west coast where replacement or retrofit is the utility ’s strategy.

We believe the City seeks an AMI consultant that has deep experience in delivering high-performing AMI solutions, that has a proven track record of knowledge of local government and advocacy for utility interests, and that is independently positioned to support all aspects of the implementation strategy without bias. Based on our history with the City, we are confident the City’s goals for this AMI project incorporates the following:
• Support the competitive application for grant funding to aid in capital costs for the City • Leverage historical investments through effective retro-fitting of newer Neptune meters • Convert the current hybrid read system to AMI with speed and efficiency • Shift all accounts to monthly billing
• Design system to promote water conservation and resource management • Establish a platform for “beyond the read” applications like pressure monitoring and leak detection • Conduct systems data quality checks and enhance asset and work order management • Engage the customer through a customer portal and expand customer self-service

INFLUENCES TO THE PROJECT
The landscape for manufactured goods has changed over the past 12-24 months and the metering industry is not immune to supply chain issues. MeterSYS has experience working with Ferguson and Neptune related to supply chain matters and will advocate for the City in all aspects of materials so that we deliver the project on-time.

Nonetheless, the City should assume that delays are inevitable and protect unit pricing for any ex tensions due to material delays.

A significant challenge for all AMI projects, especially in California, is the manner by which utilities may enforce water restrictions and conservation measures. This requires a very thoughtful communications strategy aligned with municipal policies and ordinances.

The engagement of departments beyond Public Works will be critical to the overall success of the project and will influence the level of adoption and technology leverage.

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SECTION C: METHODOLOGY AND WORK PLAN

AMI DEPLOYMENT AND OPERATIONAL SERVICES
MeterSYS has an intentional approach
to AMI Implementation Services that:
9 Facilitates project implementation as a full program of work, not just a short-term project
9 Augments City staff and ensure the vendors, contractors, and project team are operating in sync
9 Works with the City to create a comprehensive and multiplatform communications plan to ensure the public is informed throughout implementation
9 Manages the project budget and timeline to make sure
your project is completed on time and on budget
9 Provides education and training to enhance user
confidence, improve customer service, and expand
essential skills and system knowledge

1.0 Project Management and Administration

1.1 Project Organization
MeterSYS will develop tools necessary for the proper administration of the program of work . Critical to project success is the interaction among the project team.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Project Charter
9 Project Plan
9 Project Financial Workbook
9 Communications Plan
9 Ensure engagement among all
members of the Project Team and
proper on boarding of project
tools and expectations
9 Gain feedback on project rules
of the road and management
guidelines
9 Socialization of the project
purpose and mission with defined
expectations for proactive project
engagement by staff
9 Participate in collection and
dissemination of supporting
project data, as needed
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1.2 Systems Setup
Our firm utilizes Zoho Projects for team engagement. City staff members will have login access to Zoho which will serve as the clearinghouse for project task progression, assignments, team collaboration, and archiving of program documents.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Setup of application supporting
tasks, milestones, and
documentation retention
9 Setup project in Zoho and MS
Projects and conduct data
discovery
9 Participate in learning utilization
of the projects platform

1.3 Project Kickoff and Orientation
MeterSYS will facilitate the initial meeting of project stakeholders (City staff, MeterSYS staff, Ferguson/ Neptune) covering all aspects of planning and implementation including network construction, installation, QA/AC and financial tracking. This will facilitate the business processes for meter, network , backhaul and software implementation, and establish Integration, Installation, OCM and Communication Sub teams.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Engaging project team members
for effective collaboration and
proper initiation of the project
9 Defined project approach
and identification of project
responsibilities by stakeholder
9 Establish sub team rosters and
responsibilities for each of the
four sub teams
9 Maintain a “living” project
charter that represents the
guidance for the project
approach
9 Participate and provide guidance
to project team and sub teams
for actions aligned with overall
City AMI objectives

1.4 Project Financial Management Workbook Established
MeterSYS will provide initial cost accounting for the AMI program and will ensure proper tracking of credits and debits to the project budget aligned with the City’s requirements for financial reporting.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Establish a financials workbook
that covers all program expenses
as well as inventory tracking and
change orders
9 Provide financial data as part of
monthly progression reports
9 Serve as the initial reviewer for
all associated AMI program costs
and provide support for grant
financial compliance as required
9 Ensure all program related costs
are socialized with the program
manager and monitor the
capital budget for out of scope
cost allocations to the project
(non capital)
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1.5 Quality Program Plan Established
MeterSYS provides a very comprehensive approach to the establishment of a Quality Program considering the risks that are present with any mass meter exchange project. Our focus will be on system performance, data quality, effective communications, quality training, and installation standardization.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Detailed quality program
covering data management,
installation procedures and
system operations
9 Work with City staff and
Ferguson/Neptune to identify,
track, and resolve project actions
that present risks or adverse
quality impacts
9 Actively participate in
requirements and actions
associated with the Quality
Program

1.6 Phase Management and Reporting (Applicable to All Phases) MeterSYS maintains consistent oversight of milestones and tasks and proactively communicates actions, issues, and status of the project on a cadence desired by the City for effective program management.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Monthly Progression Report
9 Weekly Progression Calls
9 Sub Team Meetings
9 Program Finance
Management
9 Facilitate weekly team meetings,
sub team calls and monthly
reports
9 Manage inventory, installation
progression, and overall financial
monitoring of the capital and
operational spend rates
9 Provide timely response
on all program related
communications, complaints,
charges, claims, or other impacts
to the planned delivery of the
AMI program of work

2.0 Communications
A significant challenge for all AMI projects, especially in California, is the manner by which utilities may enforce water restrictions and conservation measures. This requires a very thoughtful communications strategy aligned with municipal policies and ordinances.

2.1 to 2.3 Development of Internal/External Communications Strategy and Establish Communications Sub Team

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
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9 AMI Communication Plan 9 Coordinate with the Prime
Vendor and the City Public
Information Office for internal
and external messaging and
communications channels
considering each phase of the
planning and implementation
process
9 Participate, through the City’s
Communications Department
or PIO, in development of the
communications strategy that
includes organizational culture
for information dissemination,
identifiable project risks, and
timing of milestones

3.0 Alpha Phase
The Alpha Phase provides the City and the supporting stakeholders the initial planning and implementation of the systems associated with the City’s AMI program of work. A small batch of test meters will provide information on the validity and performance of network and software.

3.1 Network Site Survey
MeterSYS will coordinate site surveys utilizing a customized application for site assessments and network installation planning.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Detailed Site Assessments and
Network Site Plans for each
gateway location
9 Ensure standards for site plans
are established and followed by
the prime vendor
9 Participate in pre-installation site
assessments and provide results
of the site assessments to the
installation sub-team for review
9 Provide all available asset data
(tanks, towers) and distribute any
facilities requirements of the City
for attachment of assets including
any permitting requirements
through the local planning office.
9 Support as needed for all
backhaul considerations (i.e. fiber,
existing modems) and provide
access to on-site power supplies
for power planning to collector

3.2 Customer Engagement Platform Implementation Services MeterSYS will take the lead for coordination with the City ’s selected customer engagement platform and utilize best practices established from broad experience in supporting the planning and implementation of customer portals.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Implementation plan covering
all aspects of the software
setup including interfaces,
configuration, training, and
customer roll out
9 Provide leadership in the
coordination of City staff,
Neptune professional services,
and the customer portal vendor
for proper design
9 Active participation on the
customer portal sub team and
access to Tyler and internal
resources as needed to support
implementation and training

3.3 Route Acceptance Process
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Coordinate with City installation staff and Neptune for proper processes, AMI performance, and documentation associated with a systematic approach to route acceptance.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Documented route acceptance
based on completion and
performance of meters within
each route
9 Oversee the production schedule
including route sequencing,
validation of route completion,
and performance
9 Follow accepted route plan to
ensure proper progression of
installation aligned with billing
cycles and schedule blackouts

3.4 Evaluate Existing MDMS Interface and Configuration for Proper Design Supporting Full Deployment
Work with City staff, the CIS vendor, and Neptune integration specialist to evaluate proper design of the systems interface to ensure mapping and configurations are consistent with full operational design standards

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Interface evaluation and interface
acceptance executed by all
stakeholders
9 Facilitate the systems sub team,
evaluate existing interface
performance of N360, and
coordinate for acceptance
9 Actively participate in the sub
team approach and coordinate
communications with the CIS
vendor

3.5 and 3.6 Network Site Planning and Installation Management Coordinate with the Neptune network installation contractor scheduling and approach for collector installation consistent with approved network site plans.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Finalized network site plans
following standardized format
(MeterSYS to provide)
9 Site inspections and summary
9 Direct format, scheduling,
and site logistics for network
installation
9 Actively participate in review of
site plans and provide access/
guide on-site activities

3.7 and 3.8 Work Order Data and Meter Swap Integration
Develop the MeterSYS Connect platform for installation management, asset management, and meter exchange.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 WOMS application and field
devices for meter installation
tracking and data management
9 Meter swap automation through
use of the platform interfaced
9 Provide setup, training, and
quality control monitoring
for WOMS and the meter
synchronization file providing
automated updates
9 Actively participate in the setup
and training process of the
Connect application
9 Utilize field tablets for managing
installation and data management

3.9 Meter Data Approach for Conservation and Asset Management Complete the approach for data out of the AMI system that supports resource conservation, utility targets for water loss reductions, and standardization of assets supporting warranty management and capital planning.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
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9 Identify and validate data source
and reporting to support City
goals for water conservation and
asset management
9 Support City in the creation
of reporting through use of
automated data feeds
9 Facilitate conservation planning
and processes that support
the City’s internal priorities, as
well as for meeting grant and
other requirements, for water
management
9 Provide asset insights for use in
capital planning and operational
management of the system
9 Provide guidance to the team
on critical needs and internal
directives for water conservation
and asset management
9 Promote AMI data internally
to other departments and
operations for expanded
opportunities to control water
loss

3.10 Test Meter Installation
Completion of the testing for all register resolutions and water meter sizes. Initial Deployment with the first 100 water meters.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Successful installation with
defined standards along with
full end-to-end performance of
meters, transmitters, networks,
headend systems, applications
and all associated outputs
9 Oversee the implementation
of Initial Testing including
quality control inspections,
documentation of finding, and
directives to the sub team on
actions and results from the
testing that results in required
changes to processes or
configurations
9 Participate in Initial Testing
installations utilizing installations
to direct MeterSYS and their
partners on necessary changes
that support City operational
objectives

3.11 and 3.12 Alpha Phase Completed and Phase Program Management Reporting
Building consensus of key processes for meter exchange and data management are properly designed and effectively implemented in limited deployment. Completion of Alpha Phase allows the full system testing with greater quantities of meters in Beta.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Acceptance of Alpha Phase
for proper design of network,
interfacing, field WOMS,
meter synchronization file, and
metering/billing key workflows
9 Weekly project team and
sub team (network, systems)
meetings and associated
notations
9 Project financials workbook
updated and properly reflecting
cost components within the
capital budget
9 Documented targets reached for
network, interfacing, field WOMS,
meter synchronization file, and
metering/billing workflows to
support the initiation of Beta
Phase
9 Organize and facilitate all
meetings and monthly reports
supporting project progression
9 Maintain documentation tracking
and project progression in Zoho
9 Review and feedback of Alpha
Phase elements for proper design
and operation
9 Authorization to proceed with
Beta Phase upon successful
evidence and operation of Alpha
targets
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4.0 Beta Phase

4.1, 4.2, 4.3 and 4.4 Complete Network Site QC with Test Meters Installed Establish detailed site plan compliance affirmed by site inspections. Ensure prime contractor provides “as constructed” documentation, as required. Beta Phase testing installations will account for 10% of system.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Network tests for confirmation
of operation based on “as
constructed”
9 Completion of 10% system
installation with all variables
included (retrofits, large meters,
compound meters)
9 Network acceptance
9 Coordination of installation of
Beta testing meters representing
all routes and all types of meters
9 Validation of WOMS application
proper configuration
9 Assessment of network
performance of Beta test installs
9 Evaluation and recommendation
for network acceptance when
appropriate
9 Support creation of Beta test
locations
9 Provide feedback on field tablets
for installation

4.5 Installation Schedule Planning

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Finalized installation schedule
that includes route sequence,
blackout dates (for billing) and
special installation account
identification
9 Creation and edits as necessary of
the installation schedule aligned
with the overall project plan
9 Actively involved in the planning
for installation that includes
considerations for reading and
billing, vacations, holidays, and
other impacts to the project
timeline

4.6 Critical Customer and Special Installation Identification

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Creation of a list of special
attention accounts to be flagged
in the WOMS application (ie
medical centers, commercial
accounts, multi-family
developments)
9 Maintain oversight of critical
customer list and required
scheduled installation
9 Assist in the identification and
management of critical/special
installation customers in order to
maintain positive interaction with
City utility customers and their
unique service needs

4.7 Installation Checklist Developed
Review and updating as necessary the installation checklist supporting the defined Quality Program

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Comprehensive installation
checklist accounting for all
elements of procedure and data
collection during meter swap
9 Work with City installation team
to finalize checklist and maintain
oversight of the accepted field
processes
9 Support installation staff in
compliance with the established
installation checklist approach for
support of project QC
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4.8 MDMS Training and Alert Configuration

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Comprehensive training program
for Neptune360 considering all
alerts, settings, and reports
9 Facilitate training through
Ferguson/Neptune and collect
supporting documentation to aid
in training benefits
9 Active participation in training
sessions and provide feedback on
areas of focus for comprehension

4.9 Test and Accept Meter Swap File
Conduct final testing and reporting outcomes of testing to project stakeholders for acceptance or identified alterations to the meter swap file and WOMS.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Meter swap file acceptance 9 Facilitate the meter exchange file interfacing with CIS for all
probable installation scenarios
and refine as needed for
acceptance
9 Active participation in testing and
quality control assessments of the
meter swap file and WOMS

4.10 Interface Final Testing and Acceptance
Complete testing activities to include unit, integrated solution test and user acceptance testing; document test scenarios and develop supporting test execution scripts, conduct requirements traceability, and monitor test execution for final acceptance.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Documented End-user
Acceptance based on feedback/
results of the testing process
9 Socialize results and manage
actions required to gain User
Acceptance as a required
benchmark for authorization to
proceed with full deployment
9 Active participation in solution
testing and feedback on
necessary changes if applicable to
the final, full-scale interface

4.11 Quality Program Finalized
Create a structured Quality Program as part of the overall AMI implementation.

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Updated Quality Program based
on findings of Alpha and Beta
Testing
9 Socialize the Quality Program to
include metrics for performance
and actions to any
9 Communication of identified
adverse influences to the Quality
Program and active support of
any required remediation

4.12 Communication Plan Implementation for Full Deployment

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Collateral material,
communication channels, and
scheduling of critical messages
aligned with plan
9 Support implementation of the
deployment phase of the Plan
including project progression and
customer contacts
9 Support, and direct where
necessary, the timing and content
release of project information
aligned with customer needs
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4.13 and 4.14 Beta Testing Complete and Program Management

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Monthly Progression Report
9 Weekly Progression Calls
9 Sub team Meetings
9 Program Finance Management
9 Facilitate weekly team meetings,
sub team calls and monthly
reports; managing inventory,
installation progression, and
overall financial monitoring of
the capital and operational spend
rates
9 Timely response of all program
related communications,
complaints, charges, claims, or
other impacts to the planned
delivery of the AMI program of
work

5.0 Full Deployment
Full Deployment phase authorizes the MeterSYS and City Staff to implement, at defined production rates, the retro-fitting or full meter exchange across a defined route by route sequence maintaining effective QA/QC of installations and data management on a pre-determined schedule.

5.1 Quality Program Management

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Tracking non-standard
installation, install skips, and
scheduling through WOMS and
CIS
9 Overseeing field installations
and WOMS data to maintain
quality controls over route by
route installation progression and
special attention installs
9 Leveraging the WOMS application
for special meter conditions and
following the installation checklist
for procedures when managing
non-standard installation

5.2 Customer Engagement Management

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Call Center or City Customer
Service tracking for AMI related
customer contacts
9 Maintaining weekly tracking
and updates to customer calls,
customer issues, and issue
resolution
9 Following procedures developed
by the project team for customer
contacts and complaints
9 Reporting contacts, issues, and
any remediation activities within
the schedule outlined in the
Communications Plan based on
severity or risk

5.3 Data Quality Management

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Weekly assessment of field
WOMS and CIS (meter swap) data
for consistency and accuracy
9 Conduct QA/QC analysis of field
data to ensure proper billing
and accurate asset information
following completion of meter
installation
9 Correct, as necessary, CIS data
where required to be consistent
with meter swap information
9 Flag accounts for investigation
if specific data points are
potentially inaccurate
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5.4 Field Inspections and Installation QC

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 5% meter installation field
inspections to ensure quality of
processes
9 Inspect 5% of all meter routes
prior to final route acceptance
and communicate findings for
remediation
9 Support meter field inspections
and respond to findings through
closeout of all created work
orders

5.5 Job Aides Development and Adoption

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Job Aides resource for key work
processes within metering and
billing associated with N360, CIS,
and WOMS
9 Create referenceable job aid
resources for City staff to cover
key work flows that support/
augment standard AMI training
9 Actively participate in
identification of key processes
where job aides would support
staff proficiencies

5.6 and 5.7 Production Rate and Installation Schedule Management and Phase Program Management

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Maintain compliance with
production rates and the overall
project plan
9 Monthly Progression Report
9 Weekly Progression Calls
9 Sub team Meetings
9 Program Finance Management
9 Identify, throughout full
deployment, risks to the project
schedule and opportunities to
remedy any experienced delays
9 Facilitate weekly team meetings,
sub team calls and monthly
reports; managing inventory,
installation progression, and
overall financial monitoring of
the capital and operational spend
rates
9 Support consistency of resources
for the implementation period to
ensure timelines are met
9 Consider alternative resources
should internal staffing become
a challenge for the installation
timeline

6.0 Project Substantial Completion and Closeout
Effective project closeout is essential for the sustainable operation of the City ’s AMI system after the focus of implementation has ended. Validation system performance, training, and ongoing support of operations is vital to leveraging the investments of AMI.

6.1 Meter Punch List/Clean up

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Create a comprehensive meter
punch list for locations that have
never reported or reported late
9 Evaluate, through field data and
N360, locations where meter
troubleshooting or special
installation is needed
9 Support through installation and
troubleshooting, the locations
identified for public list cleanup
following completion of full
deployment
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6.2 Project Installation Final Inspections

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Full meter swap data file with
status identification meeting
100% system coverage and 99%
or better read performance rate
9 Completion of final inspections
including resolution of punch list
and special needs installation
9 Support field and back office
actions that provide support
to the final inspections process
for the targeted coverage and
performance metrics

6.3 MDMS Training Review

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Refresher training for N360
and the metering and billing
workflows
9 Lead the content and scheduling
of refresher training for both field
and back office (billing) staff
9 Actively participate in all
training work sessions and
provide feedback on associated
documentation and job aides

6.4 System Optimization- Alerts, Notifications, Reports

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Final standards for alerts,
notifications, and reports within
N360, WOMS, and CIS supporting
the AMI infrastructure and
reading process
9 Develop global and unique
alerts, notifications, and reports
supporting the operational
objectives of the City for metering
and billing
9 Proactively provide guidance on
preferred alerts, notifications, and
reports associated with AMI and
CIS

6.5 Network Optimization- Pit and Transmitter Enhancements

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Identify and execute specific
improvements to network
(collector and MIU) to promote
sustainable performance of
system
9 Work with Ferguson/
Neptune to evaluate network
performance at the MIU level.

Make recommendations for
improvements to pit conditions,
network design, and MIU device
type (WAN or cellular MIU)
9 Actively participate in the
remediation of locations
associated with network
optimization, especially those
related to pit environments (box,
lid)

6.6 Project Financials Final Reconciliation

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Final workbook with all cost
elements captured and reconciled
with City capital projects budget
9 Facilitation of all invoices
and payments to ensure
proper accounting of project
expenditures, credits, and
allowances
9 Grant support as required for
funding compliance and reporting
9 Proactive support of financial
tracking for all project
expenditures; quarterly review of
general ledger for proper coding
of expenditures
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6.7 System Management and Support Program Finalized

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 AMI Continuity Plan 9 Identify and document for City
staff the critical actions for AMI
functional sustainability
9 Support engagement of Ferguson
and Neptune in ongoing service
and support of system

6.8 Equipment RMA Process Check

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 RMI Processing Plan 9 Develop in procedure the
processes for warranty
management
9 Assign and maintain oversight of
device failures covered, and not
covered, by warranty

6.9 Infrastructure Acceptance (Collectors, Radios, Meters)

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Completion of System Acceptance
Plan based on scope of project
and performance targets
9 Provide basis for system
acceptance across the project
team
9 Actively support the evaluation
and ultimate acceptance of the
AMI system for operation by City

6.10 and 6.11 Project Acceptance and Sign-off; Transfer of Project Materials; Phase Program Management

KEY DELIVERABLE(S) METERSYS RESPONSIBILITIES CITY RESPONSIBILITIES 9 Project acceptance and transfer
of materials
9 Phase program oversight
9 Proper oversight of the closeout
process across City leadership
9 Conduct oversight of phase
9 Active participation in validation
and approval of project closeout
MeterSYS Connects Powered by Cintel
MeterSYS Connects provides the City with both field work order management for installation and proven mass meter exchange automation for comprehensive field and back office synchronization of data.

The management of AMI data is a primary focus for the project manager to make sure all aspects of the process are running smoothly. While the file exchanges that support the system interfaces will be automated during the software integration work, these files will need to be consistently validated and the data contained compared across all systems, to ensure the synchronization of the systems and the standardization of the data. The MeterSYS Connects tool will identify any discrepancies and allow for the immediate resolution.

MeterSYS Connects will import data extractions from City field installation to conduct routine data validation to ensure the data entry aligns with expectations and any outliers are identified. This provides another layer of quality control, confirming the data captured at the time of install matches what is reporting in the HES and showing within the CIS. The setup and licensing includes:
• Base System License includes the work order management system, access to the web portal, the meter exchange interface, a dedicated SQL database, daily backup, and two device licenses • Ten (10) months of hosting and support
• Device License (iOS/Android) unlimited licenses
C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
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SECTION D: PROJECT MANAGEMENT

DELIVERING SUSTAINABLE, HIGH PERFORMING METER AUTOMATION Background: MeterSYS is very familiar with the City of Pico Rivera and the efforts of the City to shift its metering technology to AMI. We provided financial analysis of AMI for the City during 2018-2019 and, at that time, the City was going through significant turnover in the Public Works Department and so other capital projects took priority over metering. The City has recently taken action to move forward with asset maintenance by updating its existing Neptune meters to R900 and build out the associated AMI network and applications. We understand the City is seeking grant resources through the Bureau of Reclamation WaterSmart grant program and we fully support any technical needs the City may have related to the grant submittal and compliance and we are prepared to coordinate our implementation timeline consistent with that of the grant program if funded.

METERSYS PROGRAM MANAGEMENT TOOLS
Our experienced Program Manager and Project
Team will coordinate the update of a detailed
project plan and accompanying project charter
to guide and manage all tasks and services
associated with the project. The project plan
identifies each individual task via a detailed
work breakdown structure that includes the
level of effort required to complete tasks, a
timeline for completion of tasks, dependencies
(predecessor and successor relationships),
responsible party (vendor, client, etc.) and the
status of each task . The plan will be developed
in cooperation with the entire project team
and managed consistently for performance
throughout the duration of the project.

P r o j e c t F i n a n c i a l Ma n a g e m e n t
MeterSYS will maintain oversight of the Project Budget and will review and present to the Utility all Vendor invoices monthly as required for proper processing and approvals. It is expected that each Vendor will align their invoice details with the payment milestones identified in each respective contract. Upon receipt of the invoice from each Vendor, MeterSYS will review and determine whether the level of detail and explanation is adequate to support payment. The Vendor will be notified of any deficiencies. Once deficiencies are addressed, the MeterSYS Program Manager will approve and release the invoices to the Utility Project Lead and Accounts Payable for payment. The C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
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Projec t Communic ations Str ategy
The overall objective of an AMI Communications Plan is to promote the success of a project by meeting the information needs of all project stakeholders. MeterSYS will work with the Utility Communications Manager/PIO to establish best practices in metering communications that defines the methods of information collection and distribution. Through effective planning and engagement of communication and marketing SMEs the plan will aid in defining the actions and processes necessary to facilitate effective communications for staff and ex ternal audiences.

External Collaboration
For ex ternal audiences, MeterSYS will work with Utility project team members and the City ’s Marketing and Communications team to develop a detailed ex ternal communications strategy that includes general project information, customer service key messaging, information sheets, web-site resources, social media posts, a customer toll-free phone line for inquiries, project progression information (install map, route schedule) and media releases.

Internal Collaboration
The primary communications among the project team will
be the status meetings, monthly reports, and the project management site, Zoho. We will lead formal, re-occurring status meetings with the core team members to ensure that the project tracks to the milestones in the project plan.

Organizational Change Management
Based on a foundation of public administration, MeterSYS program team members will work with key functions within the City of Pico Rivera to identif y organizational change management needs at various milestones throughout
the project timeline. While the priority is the successful implementation of AMI across the service territory, our experiences with organizational change during testing and full implementation phases have necessitated a best practice of establishing organizational change management components as part of the AMI roll out. Pre-planning will aid in the natural and successful transition of manual metering tasks to an automated environment seamlessly and predictably.

Quality Assurance/Quality Control (QA / QC)
MeterSYS will develop and implement a QA / QC program
and hold each vendor responsible for their own internal QC responsibilities. We will ensure management elements are in place to hold vendors accountable for QC. Quality Control efforts will consist of plans, procedures, and the organization necessary to assure adequate control (inspection) and
delivery of quality for materials, workmanship, installation procedure compliance and operations.
“Ma i n t a i n i n g p u b l i c t r u s t i s p a r a m o u n t t o t h e s u c c e s s o f a n y p u b l i c p r o j e c t , e s p e c i a l l y a m i a s i t m o s t o f t e n t o u c h e s e a c h c u s t o m e r / c i t i z e n s e r v e d b y t h e u t i l i t y . T h i s i s o u r f o c u s f o r t h e C i t y o f p i c o Ri v e r a ”

ANDY HONEYCUTT

PRESIDENT, ME TERSYS

METERSYS

EDUCATION
B S , P u b l i c A d m i n i s t r a t i o n , A p p a l a c h i a n S t a t e U n i v e r s i t y C e r t i f i c a t i o n i n L e a d e r s h i p , D u k e U n i v e r s i t y ’s F u q u a S c h o o l o f Business

CORE COMPETENCIES
AMI Technology Solutions
Meter Solution and Network Design
Financial Analysis

AFFILIATIONS
American Water Works Association (AWWA) – Member
N C R I oT – M e m b e r
Research Triangle Cleantech Cluster (RTCC) – Member
C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
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SECTION E: PROJECT TEAM LEADERSHIP
Our boutique project management services company
approaches projects differently than other larger,
multifaceted, “big-box ” consulting firms. We staff our projects with senior level specialists that have pre-qualified resource capacities to deliver the defined scope of work with a high degree of quality and expertise as it relates to AMI projects.

The team presented by MeterSYS to the City
of Pico Rivera will be the team involved in all
elements of the planning and procurement
process to deliver unmatched project
A n d y H o n e y c u t t h a s p r o v i d e d
p r o f e s s i o n a l s e r v i c e s t o m u n i c i p a l a n d u t i l i t y o r g a n i z a t i o n s t h r o u g h o u t h i s e n t i r e c a r e e r, w i t h 2 5 y e a r s o f m a n a g e m e n t e x p e r i e n c e i n t h e p u b l i c a n d p r i v a t e s e c t o r s . H e h a s r e c e i v e d i n t e n s i v e t r a i n i n g i n u t i l i t y o p e r a t i o n s a t D u k e U n i v e r s i t y ’s F u q u a S c h o o l o f B u s i n e s s a n d B o s t o n C o l l e g e ’s
I n s t i t u t e o f C o r p o r a t e C o m m u n i t y I n v o l v e m e n t . A n d y h a s p r o v i d e d
e x e c u t i v e p r o j e c t l e a d e r s h i p a n d m a n a g e m e n t f o r l o c a l g o v e r n m e n t c l i e n t s w i t h a f o c u s i n u t i l i t y
o p e r a t i o n s , o r g a n i z a t i o n a l d e s i g n , c h a n g e m a n a g e m e n t , c o n t r a c t
n e g o t i a t i o n s , m e t e r s o l u t i o n d e s i g n and advanced metering installations.

Andy Honeycutt
President/Chief Consulting Officer
Program Manager
“ W E A R E PA S S I O N AT E A B O U T W H AT W E D O . O U R T E A M

H A S A N E X T R A O R D I N A R Y D I V E R S I T Y O F E X P E R I E N C E S

A N D T H E Y E M B R A C E T H E N E E D F O R B A L A N C I N G

S U C C E S S F U L I M P L E M E N TAT I O N O F I N N O VAT I O N W I T H

T H E O R G A N I Z AT I O N A L C H A N G E S N E E D E D T O A C H I E V E R E L I A B L E A N D S U STA I N A B L E O P E R AT I O N S .” -ANDY HONEYCUTT, PRESIDENT OF METERSYS
C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
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Organizational Chart
MeterSYS provides AMI implementation services as a reflection of our team culture focused on AMI value, maintenance of public trust, and operational sustainability. Each of our skilled consultants, subject matter experts (SMEs) and field technicians are cross-trained to support the needs of each key category of work to ensure the City will receive continuity and quality of service expected and required. MeterSYS has the combined program management skills and AMI implementation expertise to oversee these variables and will be responsible for ensuring the necessary solutions are implemented through effective program management.

Davis Reed
Field Technician
Derek Hines
Field Technician Assistant
City of Pico Rivera AMI Project Team Organizational Chart Andy Honeycutt
Program Manager
Kahne Kraft
Project Manager/Finance
Lauren Brown
Assistant Project Manager
Rodger Sauls
Communications Manager
Carol Mikovich
Data Analyst
Darrell Penny

QA/QC SME
Lauren Brown
Water AMI SME
Jennifer Grego
GIS and Data Analytics
Stan Harris
Utility Billing CIS SME
City Project Team
Cassius Williams
Network SME

EDUCATION
B S , B u s i n e s s A d m i n i s t r a t i o n ,
Pembroke University (in progress)
Kahne Kraft
Project Manager/Financial Analyst
Kahne Kraft is extraordinarily attentive to detail and has extensive experience in providing accounting and administrative services throughout her career. In her role as Project Manager and Financial Analyst, Kahne is responsible for providing detailed oversight of all aspects of the planning and implementation of AMI as well as critical data retention standards to execute quality control oversight of project financials. Kahne will be supported by Vice President Lauren Brown who serves as the company’s Chief Projects Officer.

CORE COMPETENCIES
Administration
Accounting
Project Facilitation
Customer Satisfaction and Service
Financial Analysis
Vendor Coordination

RECENT AND RELEVANT PROJECT EXPERIENCE
City of Burbank, CA; Las Virgenes MWD, CA; City of Corona, CA; City of Lenoir, NC; Town of Valdese, NC; Town of Clayton, NC; Harnett Regional Water, NC; – Lead Project Manager and Project Finance Administrator responsible for all tasks associated with project oversight, team coordination, project planning, financial and budgetary management, including invoice and Pay App validation and authorization. Provides QC oversight of project financials and works closely with the project management team to ensure data quality, accuracy, and validation of project financials elements, and coordinates with vendor on any data discrepancies and actions required for resolution in a timely manner. Facilitates payment processing and account management in coordination with the client.

Beaufort County, NC and City of Dunn, NC – Data Analyst providing data analysis support during implementation, including data collection and validation. Contributes to job aides and staff training documents to ensure client feels comfortable using new system and is well trained. Also serves as Finance Administrator providing all financial and budgetary management as well as invoice and Pay App validation and authorization.

Dr. Steven Van Scoyoc, Southern Pines, NC* – Clinical Manager/Patient Care Coordinator responsible for managing end-to-end patient experience, business operations, accounting, budget, pay collection and reconciliation, and patient forms. Developed and managed internal standard business operations, financials reporting, while maintaining daily patient schedule.

Kahne excels in the development of proven financial and inventory tracking models that provide reconciliation of vendor invoices, inventory, as well as budget forecasting based on spend levels and market trends. *Experience prior to joining MeterSYS
C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
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EDUCATION
M a s t e r s P u b l i c A d m i n i s t r a t i o n , U n i v e r s i t y o f N o r t h C a r o l i n a
Wilmington
N a t u r a l R e s o u r c e , E n v i r o n m e n t a l , To u r i s m a n d N a t u r a l H e r i t a g e
M a n a g e m e n t , U n i v e r s i t y o f N o r t h C a r o l i n a W i l m i n g t o n / A c a d e m y f o r International Education
B S , P s y c h o l o g y, U n i v e r s i t y o f N o r t h Carolina Wilmington
Lauren Brown
Assistant Project Manager
Lauren Brown has extensive experience as a business consultant, delivering complex solutions for local governments. She has been instrumental in creating and delivering value-added solutions on a consistent basis and is a champion for the utility clients MeterSYS serves. She has served as project manager for multiple AMR and AMI implementations across a variety of vendors and utility sizes, managed numerous software integrations, and orchestrated business process and operational redesigns for municipalities.

Throughout these engagements, Lauren has provided consistent and transformational results for the organizations her teams have supported.

CORE COMPETENCIES
L e a d e r s h i p a n d C h a n g e M a n a g e m e n t Facilitation
Project Management
Client Relations
F e a s i b i l i t y a n d B u s i n e s s C a s e
A s s e s s m e n t
A M I P r o c u r e m e n t a n d Ve n d o r
Evaluation
AMR/AMI Systems Integrations
A M I Te c h n o l o g y a n d S o f t w a r e
Solutions

RECENT AND RELEVANT PROJECT EXPERIENCE
Las Virgenes Municipal Water District, Calabasas, CA – Project manager for the City’s implementation of AMI utilizing a LoRaWAN open network. Served as Systems Integration Lead for utility billing/MDMS software integration for the AMI implementation. Installation currently underway.

City of Goldsboro, NC – Project manager for comprehensive feasibility and business case analysis. Developed RFP for AMI procurement and facilitated the vendor selection process.

Union County, NC – Project manager for feasibility and business case analysis to determine the most cost effective and operationally beneficial path forward for AMI procurement and implementation including financial modeling for multiple business solutions.

City of Raeford, NC – Project manager for City’s AMI procurement and system wide deployment of a preferred AMI solution, including utility billing/ MDMS integration and vendor management.

Town of Clayton, NC (Combo Water/Electric Utility) – Project manager for feasibility and business case analysis. Systems project lead for utility billing/ MDMS integration.

Harnett Regional Water, NC – Consulting analyst for AMI technology procurement, contributing to RFP specifications development related to systems integration, design, and software compatibility.

City of Dunn, NC and Beaufort County, NC – Project manager for feasibility and business case analysis, AMI procurement and implementation.

Town of Southport, NC – Project manager for feasibility, procurement, project management and software integration for the Town’s AMI deployment.

City of Pico Rivera, CA – Project manager for feasibility and business case analysis of AMI technology and it benefits to revenue and utility operations.

C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
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Project Details
Dates: October 2019 - Present
Cost: $15,500,000 (on budget)
Reference: Steve Ward, Public Works Director
910-893-7575 | [email protected]
Project Details
Dates: May 2018 - November 2019
Cost: $4,400,000 (on budget)
Reference: Brian Alligood, County Manager
252-946-0079 | [email protected]
MeterSYS was hired in October of 2019 to provide professional AMI procurement services for Harnett Regional Water, which is the public water utility of Harnett County, North Carolina. The County provides water service across more than 600 square miles and provides wholesale water to several regional municipalities as well as Fort Bragg. Contract negotiations have been completed, contracts were executed in September of 2020, and implementation is currently underway. HRW has selected Sensus FlexNet as their preferred solution.

MeterSYS was selected through a competitive RFQ bid process to provide a feasibility analysis, including a current and future state analysis, assessment of a multi-vendor AMI network design, and recommendations for meter reading operations moving forward. As a result of the study, the County approved the next step of procuring an AMI system for 13,200 water customers, enlisting procurement services from MeterSYS for support, and eventually selected a preferred AMI solution. MeterSYS was contracted for project management of the deployment which started in May 2018 and ended four months ahead of schedule in November 2019. The County, the third largest county by area in North Carolina at 959 square miles, has transitioned to 100% AMI with an average system read rate success of 99.8%.

Their AMI solution is Sensus FlexNet.

AMI Procurement and Implementation Services | Harnett Regional Water, NC AMI Deployment Project Management | Beaufort County, NC SECTION F: RELEVANT EXPERIENCE
C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
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Project Details
Dates: 2019 - 2021
Cost: $950,000 (on budget)
Reference: Michael Wagner, Public Utilities Director
919-567-3911 | [email protected]
Project Details
Dates: 2019 - 2021
Cost: Phase 1 - $529,000 | Phase 2 - $129,000
Reference: Patty Dressen, Assistant Finance Director
919-557-3910 | [email protected]
MeterSYS was hired to evaluate its existing Itron AMR meter reading solution for opportunities to refine performance of the system. The firm conducted a four-month evaluation of existing operations and performed calculations within the financial model for determining the cost-benefit of converting the system to AMI. MeterSYS completed Phase 1 installation of AMI, converting approximately 50% of the Town’s service territory for evaluation of performance, software enhancements and activation of the customer portal. The Utility authorized Phase 2 which began in late 2020 and MeterSYS completed the remaining system build-out as the prime for this project in coordination with Itron in 2021. This is one of the first Itron AMR to AMI conversions in the state.

Phase I: MeterSYS was hired by the Town of Holly Springs to support their AMI implementation project through lid replacement. The Town’s conversion of the water and reclaimed water metering infrastructure to AMI required the replacement of cast iron meter box lids with new lids comprised of composite material in support of proper radio frequency (RF) performance of the Master Meter Allegro AMI meter reading system. MeterSYS provide turn-key meter box lid upgrade services for the Town, including all material ordering, shipping, handling, storage, installation and disposal of scrap material. MeterSYS converted approximately 16,000 meter boxes from cast iron and concrete to composite material by its field services team within four months of notice to proceed.

Phase II: MeterSYS was engaged to provide network optimization to transition the Town from a 88% read rate success to better than 98.5% performance. MeterSYS successfully coordinated with Duke Energy for pole attachments resulting in a progression of the read rate percentage to better than 96% with the complete build-out of the network expected by November, 2021. MeterSYS also led the configuration and roll-out of the Town’s customer portal, WaterSmart, which is available to all customers served by the utility.

AMI Feasibility, Procurement, and Project
Management | Town of Fuquay-Varina, NC
AMI Implementation Services Phase 1 and 2 | Town of Holly Springs, NC C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s | August 1, 2022/Updated November 14, 2022 | Page 24
CLIENT

N U M B E R O F

ACCOUNTS PROJECT DATES

FE ASIBILIT Y AND BUSINESS CASE ANALYSIS P R O C U R E M E N T A N D

IMPLEMENTATION
A M I

OPTIMIZATION TEAM MEMBER INVOLVEMENT
Current State AssessmentsField Inventory SurveyNetwork Design Site SurveyFinancial Modeling/RoiPropaganda StudiesRequirements MappingSystem ImplicationsFindings SummaryProcurementPilot DeploymentImplementationUtility Billing and MDMS Integration ServicesAMI Customer PortalNetwork OptimizationRevenue AnalysisSystems Standardization Andy HoneycuttLauren BrownRodger SaulsCassius WilliamsDavis ReedCarol MikovichDerek HinesKahne Kraft Aberdeen, NC 4,100 Jul 2015 - Jun 2016      
Beaufort County, NC 13,200 May 17 - Apr 20                   Belmont, NC 6,800 Dec 2015 - May 2016 | Nov 2018 - Jan 2022                    Burbank, CA 350 Jan 2022 - Present                 Carthage, NC 1,400 Nov 2018 - May 2019 | Jan 2021 - Jan 2022                   Camarillo, CA 18,000 June 2022 - Present             Clayton, NC 18,600 Jan 2018 - May 2021                      Corona, CA 45,000 Jan 2022 - Present                  Emporia, VA 3,000 Feb 2019 - Jun 2020                Fuquay-Varina, NC 15,000 Feb 2017 - Present                      Gateway Services CDD 6,000 Aug 2020 - Jul 2021            Goldsboro, NC 15,600 Aug 2015 - Jul 2017             Halifax County Service Authority, VA 4,400 Sep 2017-Jan 2017 | May 2020 - Sep 2020           Harnett Regional Water, NC 41,000 Jan 2020 - Present                  Hendersonville, NC 30,000 Aug 2017 - Apr 2018 | Sep 2021 - Nov 2021             Holly Springs, NC 16,500 Jun 2019 - Present          Kenansville, NC* 450 Mar 2018 - Oct 2021                     Las Virgenes, CA 22,000 Sep 2020 - Present           Lenoir, NC 10,000 Jul 2017 - Dec 2021                     Manhattan Beach, CA 14,000 Nov 2019 - Dec 2019 | Feb 2021 - Jul 2021          Mt. Gilead, NC 630 Jul 2018 - Apr 2021                     Oceanside, CA 43,000 Nov 2020 - Jan 2021              Pico Rivera, CA 10,000 Sep 2017 - Feb 2018   
Pilot Mountain, NC 1,100 Dec 2015 - Dec 2021                  Raeford, NC 2,800 Apr 17 - Nov 2018           Sanford, NC 20,000 Mar 2016 - Jun 2016 | Mar 2020 - Nov 2021                    Sawmills, NC 2,175 Jun 2019 - Jul 2020                 Southport, NC 2,530 Aug 2015 - Oct 2016    
Sun N Lake Improvement Dist., FL 4,000 Sep 2021- Present                Troy, NC 1,400 Jul 2015 - Nov 2016             Union County, NC 53,000 Oct 2017 - Aug 2018                  Valdese, NC 5,250 Jan 2017 - Dec 2020        
*Metering as a Service Clients
C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
August 1, 2022: Updated November 14,2022 | Page 25

SECTION G- FEE PROPOSAL

UNDER SEPARATE COVER
C i t y o f P i c o R i v e r a | A d v a n c e d M e t e r i n g I n f r a s t r u c t u r e P r o f e s s i o n a l S e r v i c e s |
August 1, 2022: Updated November 14,2022 | Page 26
SECTION H- SCHEDULE (REVISED 11/14/2022)
Task
2022 2023 2024

M A M J J A S O N D J F M A M J J A S O N D J F
Project Kickoff/Communications
Plan Activation
Milestone 1: Network and WOMS/
Meter Swap File Interface
Milestone 2: Alpha Testing
Milestone 3: Beta Testing
Milestone 4: Full Deployment
Milestone 5: Project Closeout
We understand that time is money. MeterSYS is committed to meeting the City’s deployment schedule as presented in the RFP. Our California presence combined with the availability of our team members to begin work upon receipt of a signed contract means that the MeterSYS team is ready to oversee implementation of the project upon receipt of notice to proceed.

Professional Services Agreement
METERSYS-AMI Implementation Services

EXHIBIT B

APPROVED FEE SCHEDULE
City of Pico Rivera
AMI Implementation Program Management- Phase 2
Date 11/23/2022
TOTAL
Program Manager
Lead Project
Consultant
Network and Meter
Installation QAQC
Manager
Lead AMI Data QC
Analyst
Program
Consultant/Finance
Analyst
Systems
Lead/Assistant PM
Subtotal
Labor Hours
Subtotal
Labor Fee Expenses TOTAL FEE Total Fee
Andy Honeycutt Kahne Kraft Cassius Williams Carol Mikovich Kristi Schmitt Lauren Brown Total Consulting Hours Consulting Subtotal Expenses Subtotal Plus Expenses
Consulting and
Subcontractor
Total (inc 7.5%
expenses)
$210 $190 $170 $145 $145 $150 5.0%

1.0 Project Management and Administration

1.1 Project Charter Drafting, Project Team and Sub-teams Establishment (Communications, Network/Installation, Systems/Software) established, and Integrated Project Plan Finalized in Coordination with City, Prime Contractor, and PM
2 2 0 0 0 2 6 $1,100 $55 $1,155 $1,155

1.2 Project Management Systems Setup (MS Projects, Zoho Reporting); Team Access and Training; Data Quality Analysis (Discovery)
1 6 0 5 0 4 16 $2,675 $134 $2,809 $2,809

1.3 Project Kickoff and Orientation- Project Team; Roles and Responsibilities Review, Project Reporting and Project Charter with Roles and Responsibilities Finalized 6 8 6 4 0 4 28 $4,980 $249 $5,229 $5,229

1.4 Project Financials Management Workbook Developed in Cooperation with City Finance; Payment Schedules and Pay Request Templates Finalized
1 6 0 0 8 0 15 $2,510 $126 $2,636 $2,636

1.5 Quality Plan (QA/QC)Developed for Network, Interfacing, and Installation 1 4 4 4 0 0 13 $2,230 $112 $2,342 $2,342

1.6 Phase Program Management and Reporting (Team Meetings, Reports, and Communications) 2 4 2 2 2 2 14 $2,400 $120 $2,520 $2,520 13 30 12 15 10 12 92 $15,895 $795 $16,690 $16,690

2.0 Communications

2.1 Determine Communications Plan for InternalExternal Audiences 1 1 0 0 4 0 6 $980 $49 $1,029 $1,029

2.2 Develop Key Messages and Collateral Material for Customer Information on AMI 1 1 0 0 5 0 7 $1,125 $56 $1,181 $1,181

2.3 Conduct Public Outreach Efforts and Internal Staffing Communications as Outlined in Plan 0 1 0 0 8 0 9 $1,350 $68 $1,418 $1,418 2 3 0 0 17 0 22 $3,455 $173 $3,628 $3,628

3.0 Alpha Phase- Systems and Network Testing

3.1 Network Site Survey, Power and Backhaul Systems Detailed Installation Planning 3 2 6 0 0 2 13 $2,120 $106 $2,226 $2,226

3.2 Setup and Provide Consultant Support of Customer Engagement Platform 2 18 0 2 6 18 46 $7,490 $375 $7,865 $7,865

3.3 Route Acceptance Process Finalized 1 4 0 3 0 3 11 $1,855 $93 $1,948 $1,948

3.4 Evaluate Existing MDMS Interface and Configuration for Proper Design Supporting Full Deployment 0 3 0 7 4 12 26 $3,965 $198 $4,163 $4,163

3.5 Network Site Plans Finalized and Approved 1 3 4 0 0 3 11 $1,910 $96 $2,006 $2,006

3.6 Network Installation Management- Site Preparation and Oversight 1 3 3 0 0 0 7 $1,290 $65 $1,355 $1,355

3.7 Finalize Work Order Database 1 4 3 4 0 4 16 $2,660 $133 $2,793 $2,793

3.8 Provide Application for Field Meter Exchange and Meter Swap Automation 2 5 0 8 3 12 30 $4,765 $238 $5,003 $5,003

3.9 Meter Data Approach for Conservation and Asset Management 1 3 1 4 0 4 13 $2,130 $107 $2,237 $2,237

3.10 Test Meter Installs Complete and Assessment of Reporting on MDMS 0 3 3 2 0 2 10 $1,670 $84 $1,754 $1,754

3.11 Alpha Training Complete- Network Operations, Field Installation, MDMS Basic 2 3 3 3 0 2 13 $2,235 $112 $2,347 $2,347

3.12 Phase Program Management and Reporting (Team Meetings, Reports, and Communications) 3 6 3 3 3 3 21 $3,600 $180 $3,780 $3,780 17 57 26 36 16 65 217 $35,690 $1,785 $37,475 $37,475

4.0 Beta Phase- Systems, Network, and Installation Process Testing

4.1 Base Station, Antenna, Electrical and Backhaul Installation and RF Performance Checks (RF Sweep, RSSI 2 3 6 0 0 0 11 $2,010 $101 $2,111 $2,111

4.2 Beta Testing Phase Meters Installed 2 4 6 3 0 3 18 $3,085 $154 $3,239 $3,239

4.3 Handheld and Field Tool Training/Job Shadowing 2 3 4 2 0 0 11 $1,960 $98 $2,058 $2,058

4.4 Network Mitigation Based on Testing 3 2 5 0 0 0 10 $1,860 $93 $1,953 $1,953

4.5 Establish Install Schedule (Reading, Billing, Blackout Days, Progression) 2 3 5 4 0 2 16 $2,720 $136 $2,856 $2,856

4.6 Critical Customer Identification and Management 0 3 3 0 0 2 8 $1,380 $69 $1,449 $1,449

4.7 Install Checklist Developed/Approved 2 2 3 4 0 2 13 $2,190 $110 $2,300 $2,300

4.8 MDMS Training and Initial Alert Configuration 2 4 2 6 0 3 17 $2,840 $142 $2,982 $2,982

4.9 Test and Accept Meter Swap File 1 3 0 5 0 5 14 $2,255 $113 $2,368 $2,368

SUBTOTAL

SUBTOTAL

SUBTOTAL
Billing rates, $/hr
Task No. Task Description
Prime Consultant Name

4.1 Updated Interface Testing & Signoff 1 2 0 3 0 3 9 $1,475 $74 $1,549 $1,549

4.11 Quality Program Finalized- Inspections, System Performance, Customer Complaints, RTU, RTI, RMA 2 2 3 7 0 4 18 $2,925 $146 $3,071 $3,071

4.12 Communications Plan Implementation for Full Deployment 2 3 0 0 8 2 15 $2,450 $123 $2,573 $2,573

4.13 Beta Training Complete- Alerts, Systems Settings, Key Reports, Network and Meter Troubleshooting, New

3 4 3 2 0 3 15 $2,640 $132 $2,772 $2,772

4.14 Phase Program Management and Reporting (Team Meetings, Reports, and Communications) 3 6 3 3 3 3 21 $3,600 $180 $3,780 $3,780 27 44 43 39 11 32 196 $33,390 $1,670 $35,060 $35,060

5.0 Full Deployment

5.1 Quality Program Management- Non-Standard Installation Management; Skips Management; Scheduling 3 12 20 9 0 12 56 $9,415 $471 $9,886 $9,886

5.2 Customer Enagement Management- Call Center Tracking and Response 2 4 6 0 4 8 24 $3,980 $199 $4,179 $4,179

5.3 Data Quality Management 3 10 15 25 0 12 65 $10,505 $525 $11,030 $11,030

5.4 Field Inspections and Installation QC/Inventory Controls 3 9 38 24 0 8 82 $13,480 $674 $14,154 $14,154

5.5 Job Aides Development and Adoption 1 5 0 6 6 14 32 $5,000 $250 $5,250 $5,250

5.6 Production Rate and Installation Schedule Management 3 18 6 14 0 10 51 $8,600 $430 $9,030 $9,030

5.7 Phase Program Management and Reporting (Team Meetings, Reports, and Communications) 8 18 8 8 4 12 58 $10,000 $500 $10,500 $10,500 23 76 93 86 14 76 368 $60,980 $3,049 $64,029 $64,029

6.0 Project Substantial Completion and Closeout

6.1 Meter Punch list / Clean up 1 4 7 5 0 3 20 $3,335 $167 $3,502 $3,502

6.2 Project Installation Final Inspections 2 4 16 6 0 0 28 $4,770 $239 $5,009 $5,009

6.3 MDMS Training- Review 0 5 0 0 4 0 9 $1,530 $77 $1,607 $1,607

6.4 System Optimization- Alerts, Notifications, Customer Thresholds 3 4 2 8 0 4 21 $3,490 $175 $3,665 $3,665

6.5 Network Optimization- Pit and Transmitter Modifications for Performance 2 2 3 5 0 0 12 $2,035 $102 $2,137 $2,137

6.6 Project Financials Final Reconciliation 2 8 0 0 0 6 16 $2,840 $142 $2,982 $2,982

6.7 System Management and Support Program Finalized 2 3 0 0 5 2 12 $2,015 $101 $2,116 $2,116

6.8 Equipment RMA Process Check 0 1 2 0 0 0 3 $530 $27 $557 $557

6.9 Infrastructure Acceptance (Collectors, Radios, Meters) 1 3 1 2 0 0 7 $1,240 $62 $1,302 $1,302

6.10 Project Acceptance and Sign-off; Transfer of Project Materials 2 4 0 0 0 0 6 $1,180 $59 $1,239 $1,239

6.11 Phase Program Management and Reporting (Team Meetings, Reports, and Communications) 4 4 2 2 0 2 14 $2,530 $127 $2,657 $2,657 19 42 33 28 9 17 148 $25,495 $1,275 $26,770 $26,770
101 252 207 204 77 202 1043 $174,905 $8,745 $183,650 $183,650 Program Manager Lead Project
Consultant
Network and
Meter
Installation
QAQC Manager
Lead AMI Data
QC Analyst
Program
Consultant/Fina
nce Analyst
Systems
Lead/Assistant
PM
Andy Honeycutt Kahne Kraft Cassius Williams Carol Mikovich Kristi Schmitt Lauren Brown 10% 24% 20% 20% 7% 19%
$16,937.11 $42,258.93 $34,712.69 $34,209.61 $12,912.45 $33,874.22

1.0 Project Management and Administration $15,895

2.0 Communications $3,455

3.0 Alpha Phase- Systems and Network Testing $35,690

4.0 Beta Phase- Systems, Network, and Installation Process Testing $33,390

5.0 Full Deployment $60,980

6.0 Project Substantial Completion and Closeout $25,495 Subtotal $174,905
Field Work Order Management Application/Automated Meter Swap Interface $24,500 Other Project Costs $8,745
Total $208,150
TOTALS

SUBTOTAL

SUBTOTAL

SUBTOTAL
Professional Services Agreement
METERSYS-AMI Implementation Services

EXHIBIT C

TERMS FOR COMPLIANCE WITH CALIFORNIA LABOR LAW REQUIREMENTS

1. This Agreement calls for services that, in whole or in part, constitute “public works” as defined in Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code (“Chapter 1”). Further, Consultant acknowledges that this Agreement is subject to (a) Chapter 1 and (b) the rules and regulations established by the Department of Industrial Relations (“DIR”) implementing such statutes. Therefore, as to those Services that are “public works”, Consultant shall comply with and be bound by all the terms, rules and regulations described in 1(a) and 1(b) as though set forth in full herein.

2. California law requires the inclusion of specific Labor Code provisions in certain contracts. The inclusion of such specific provisions below, whether or not required by California law, does not alter the meaning or scope of Section 1 above.

3. Consultant shall be registered with the Department of Industrial Relations in accordance with California Labor Code Section 1725.5, and has provided proof of registration to PRWA prior to the Effective Date of this Agreement. Consultant shall not perform work with any subconsultant that is not registered with DIR pursuant to Section 1725.5. Consultant and subconsultants shall maintain their registration with the DIR in effect throughout the duration of this Agreement. If the Consultant or any subconsultant ceases to be registered with DIR at any time during the duration of the project, Consultant shall immediately notify PRWA.

4. Pursuant to Labor Code Section 1771.4, Consultant’s Services are subject to compliance monitoring and enforcement by DIR. Consultant shall post job site notices, as prescribed by DIR regulations.

5. Pursuant to Labor Code Section 1773.2, copies of the prevailing rate of per diem wages for each craft, classification, or type of worker needed to perform the Agreement are on file at PRWA Hall and will be made available to any interested party on request.

Consultant acknowledges receipt of a copy of the DIR determination of such prevailing rate of per diem wages, and Consultant shall post such rates at each job site covered by this Agreement.

6. Consultant shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. The Consultant shall, as a penalty to PRWA, forfeit $200.00 for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any public work done pursuant to this Agreement by Consultant or by any subconsultant.

7. Consultant shall comply with and be bound by the provisions of Labor Code Section 1776, which requires Consultant and each subconsultant to: keep accurate payroll records and verify such records in writing under penalty of perjury, as specified in Professional Services Agreement
METERSYS-AMI Implementation Services