Robert S. McKinnell
City Clerk
Kevin A. Larson
City Treasurer
Jennifer Lampman
City Administrator
Christian L. Bettenhausen
City Attorney
Placentia City Council
Placentia City Council as Successor to the
Placentia Redevelopment Agency
Placentia Industrial Commercial
Development Authority
Placentia Public Financing Authority
AGENDA
June 30, 2026
Council Chambers
401 E Chapman Ave.
Placentia, CA 92870
Phone: (714) 993-8117
Email: [email protected]
www.placentia.org
CHAD P. WANKE
Mayor
District 4
JEREMY B. YAMAGUCHI
Mayor Pro Tem
District 3
THOMAS HUMMER
Councilmember
District 1
KEVIN KIRWIN
Councilmember
District 2
WARD L. SMITH
Councilmember
District 5
Mission Statement
The City Council is committed to keeping Placentia a pleasant place by providing a safe family atmosphere, superior public services and policies that promote the highest standards of community life.
Vision Statement
The City of Placentia is dedicated to fostering transparency, integrity, and responsiveness through innovative and ethical leadership, ensuring the delivery of high -quality services in a fair and equitable manner. We also strive for financial sustainability, supporting safe, welcoming neighborhoods, well -kept streets, parks, and public spaces while maintaining the small-town charm that defines our community.
Agenda Materials
Copies of all agenda materials are available online at www.placentia.org and at the City Clerk's Office. For questions regarding any agenda item, please contact the City Clerk's Office at (714) 993-8231 or email [email protected]. In compliance with California Government Code § 54957.5, any materials submitted to the majority of the Council/ Board Members after distribution of this agenda that are non-exempt public records will be made available for public inspection at the City Clerk's Office during normal business hours.
How to View the Meeting
The public can observe the meeting via livestream on the City's website at www.placentia.org/pctv , live on cable television on AT&T Universe (Channel 99), Spectrum (Channel 3), or in person in the Council Chamber.
Procedures for Addressing the Council/Board Members
Public comments are received during the Oral Communications section of the agenda. No action may be taken on off -agenda items unless authorized by law. Public comments for Public Hearings will only be taken at the time of the hearing. It is requested to state your name for the record, then proceed to address the Council/Board. All speakers shall observe civility, decorum, and good behavior.
Members of the public may address the Council/Board on any agenda item before or during Council/Board's consideration of the item, and on any other matters within the Council/Board's jurisdiction by using any of the following methods:
1) In -Person: Complete a "Speaker Request Form" indicating the agenda item or subject matter you wish to address and submit it to the City Clerk before the item is called. 2) Written Public Comments: Submit written comments electronically for the Council/Board consideration by emailing [email protected], by 3:00 p.m. the day of the meeting to ensure distribution.
Special Accommodations
In compliance with the Americans with Disabilities Act, if you need special accommodations contact the City Clerk's Office at (714) 993-8231. Notification at least 48 hours in advance of the meeting will enable the City to make arrangements to assure accessibility. (28 CFR 35.102.35.104 ADA Title II)
Study Sessions are open to the public and held in the City Council Chambers or City Hall Community Room. Closed Sessions are held in the Council Caucus Room. While the public may be in attendance during oral announcements preceding Closed Sessions, Closed Sessions are not open to the public.
1 PLACENTIA CITY COUNCIL SPECIAL MEETING
7:00 p.m. - Council Chambers, 401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER
ROLL CALL
Council Member/ Board Member Hummer
Council Member/ Board Member Kirwin
Council Member/ Board Member Smith
Mayor Pro Tem/ Board Vice Chair Yamaguchi
Mayor/ Board Chair Wanke
INVOCATION - Chaplain Tony Mercado
PLEDGE OF ALLEGIANCE - Fire Chief Jason Dobine
PRESENTATIONS - None
CITY ADMINISTRATOR REPORT
ORAL COMMUNICATIONS
At this time the public may address the City Council and Boards of Directors concerning any agenda item, which is not a public hearing item, or on matters within the jurisdiction of the City Council and Boards of Directors. There is a five (5) minute time limit for each individual addressing the City Council and Boards of Directors.
CITY COUNCIL MEMBER COMMENTS
1. CONSENT CALENDAR
1.a CONSIDERATION TO WAIVE READING IN FULL OF ALL ORDINANCES AND
RESOLUTIONS
Recommended Action: It is recommended that the City Council:
Approve.
1.b APPROVAL OF MINUTES
Recommended Action: It is recommended that the City Council:
Approve minutes of the City Council/Successor Agency/ICDA/PPFA Regular Meeting on June 16, 2026.
1.c REGISTERS FOR JUNE 30, 2026
Fiscal Impact:
Check Registers: $ 358,449.87
Electronic Disbursement Registers: $2,055,107.14
Recommended Action: It is recommended that the City Council:
2 Receive and file.
1.d SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-10, AMENDING CHAPTER 23.23 OF THE PLACENTIA MUNICIPAL CODE
RELATING TO DENSITY BONUS IN ACCORDANCE WITH STATE LAW (ZONING CODE AMENDMENT NO. ZCA 2026-03)
Fiscal Impact:
None.
Recommended Action: It is recommended that the City Council:
1. Find that the recommended actions are exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the Public Resources Code, and the City of Placentia Local Guidelines for implementing CEQA; and
2. Waive full reading, by title only, and adopt Ordinance No. O-2026-10, an Ordinance of the City Council of the City of Placentia, California, amending Titlk 23, (Zoning) Chapter 23.23 (Density Bonus) of the Placentia Municipal Code in accordance with State law.
1.e 9-1-1 ADVANCED LIFE SUPPORT EMERGENCY MEDICAL SERVICES Fiscal Impact:
Expense $180,000 Fiscal Year 2026-27
Recommended Action: It is recommended that the City Council:
1. Approve a First Amendment to Professional Services Agreement with Emergency Ambulance Service, Inc. for the provision of 9-1-1 Advanced Life Support Services for a term of one (1) year in the amount of $180,000, with the option to extend for two (2) additional one-year terms; and
2. Authorize the Acting City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.
1.f RESOLUTION TO IMPOSE THE CITY'S LAST, BEST, AND FINAL OFFER TO
THE PLACENTIA CITY EMPLOYEES' ASSOCIATION PUSUANT TO
GOVERNMENT CODE SECTION 3505.7
Fiscal Impact:
Placentia City Em Dloyees' Association:
Total: Estimated $321,010 for FY 26-27.
Recommended Action: It is recommended that the City Council:
Adopt Resolution No. R-2026-50, A Resolution of the City Council of the City of Placentia, California, Amending Resolution No. R-2026-05 and Imposing the City's Last, Best, and Final offer to the Placentia City Employees' Association Pursuant to Government Code Section 3505.7.
2. PUBLIC HEARINGS
2.a CITY OF PLACENTIA FISCAL YEAR 2026-27 ANNUAL OPERATING BUDGET,
POSITION ALLOCATION PLAN, ANNUAL GANN APPROPRIATIONS, CAPITAL 3 IMPROVEMENT PROGRAM, AND PLACENTIA PUBLIC FINANCING
AUTHORITY ANNUAL BUDGET
Fiscal Impact:
FY 2026-27 EXPENDITURES: $96,059,483
REVENUE: $97,093,308
Recommended Action: It is recommended that the City Council:
1 Open the Public Hearing concerning the City of Placentia Budget for Fiscal Year 2026-27 and Capital Improvement Program (CIP) for Fiscal Year 2026- 27, consider all public testimony, ask questions of staff, and close the public hearing; and
2. Conduct the Public Hearing to comply with Assembly Bill 2561 (AB261) presenting the status of Vacant Positions and Recruitment and Retention Efforts; and
3. Adopt Resolution No. R-2026-39, a Resolution of the City Council of the City of Placentia, California, taking actions necessary to adopt the Fiscal Year 2026- 27 Annual Budget; and taking actions necessary to adopt the Fiscal Year 2026- 27 Capital Improvement Program (CIP) Budget with an appropriation of $10,147,629; and authorizing the Position Allocation Plan and Compensation Plan for Fiscal Year 2026-27; and
4. Authorize the City Administrator to release appropriation controls for the General Government Department and Risk Management fund outside of the normal quarterly process, as necessary; and
5. Approve the use of the County's population growth and California per capita income growth as determined by the State Department of Finance for the calculation of the Fiscal Year 2026-27 Annual Appropriation Limit; and
6. Adopt Resolution No. R-2026-40, a Resolution of the City Council of the City of Placentia, California, approving and adopting the Annual Appropriations Limit (GANN) for the Fiscal Year 2026-27 in the amount of $131,672,638.
It is recommended that the Placentia Public Financing Authority:
1. Conduct the Public Hearing concerning the Placentia Public Financing Authority Budget for Fiscal Year 2026-27; and
2. Adopt Resolution No. PPFA-2026-01, a Resolution of the Placentia Public Financing Authority (PPFA) Board of Directors of the City of Placentia, California, taking actions necessary to adopt the PPFA's Fiscal Year 2026-27 Annual Budget.
3. REGULAR AGENDA
3.a ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE PERIOD ENDING JUNE 30, 2025
Fiscal Impact:
None.
Recommended Action: It is recommended that the City Council:
1. Receive and file the Annual Comprehensive Financial Report for the period ending June 30, 2025, as recommended by the Financial Audit Oversight Committee; and
4 2. Receive and file the Single Audit of Federally Assisted Grant Programs for the period ending June 30, 2025, as recommended by the Financial Audit Oversight Committee.
3.b SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-07, AN
ORDINANCE OF THE CITY OF PLACENTIA, CALIFORNIA, ADDING TO PLACENTIA MUNICIPAL CODE CHAPTER 13.77 (ELECTRIC BICYCLES AND OTHER MOTORIZED MOBILITY DEVICES) TO TITLE 13 (VEHICLES AND
TRAFFIC)
Fiscal Impact:
None.
Recommended Action: It is recommended that the City Council:
Waive full reading, by title only, and adopt Ordinance No. O-2026-07, an Ordinance of the City Council of the City of Placentia, California, adding Chapter 13.77 (Electric Bicycles and Other Motorized Mobility Devices) to Title 13 (Vehicles and Traffic) of the Placentia Municipal Code.
CITY COUNCIL MEMBERS REQUESTS
Council Members may make requests or ask questions of Staff. If a Council Member would like to have formal action taken on a requested matter, it will be placed on a future Council or Board Agenda.
CLOSED SESSION PROCEEDINGS
The City Council and Boards of Directors will recess to the City Council Caucus Room for the purpose of conducting their Closed Session proceedings.
1. CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION Pursuant to Government Code Section § 54956.9(d)(2): 3 Cases RECESS into Closed Session
RECONVENE into Open Session
CLOSED SESSION REPORT
ADJOURNMENT
The City Council/Successor Agency/ICDA/PPFA Board of Directors will adjourn to the next regular City Council meeting on Tuesday, July 7, 2026, at 6:00 p.m.
CERTIFICATION OF POSTING
I, Brooke Lovell, Deputy City Clerk for the City of Placentia and Assistant Secretary of the Industrial Commercial Development Authority, the Successor Agency, and the Placentia Financing Authority, hereby certify that the Agenda for the June 30, 2026, Special Meeting of the City Council, Successor Agency, and Industrial Commercial Development Authority, and the Placentia Public Financing Authority was posted on June 25, 2026. /s/ Brooke Lovell
Deputy City Clerk
5 Agenda Item No: 1.b
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 30, 2026
Submitted by: Brooke Lovell
From: City Clerk
Subject:
APPROVAL OF MINUTES
Recommended Action:
It is recommended that the City Council:
Approve minutes of the City Council/Successor Agency/ICDA/PPFA Regular Meeting on June 16, 2026.
Attachments
06.16.2026 CC MINUTES.pdf
6 Placentia City Council Regular Meeting
Placentia City Council acting as Successor Agency to the Placentia Redevelopment Agency, Placentia Industrial Commercial Development Authority, Placentia Public Financing Authority
MINUTES
June 16, 2026
City Council Chambers - 401 E. Chapman Avenue, Placentia, CA MINUTES OF THE PLACENTIA CITY COUNCIL CLOSED SESSION MEETING — 5:00 P.M.
CALL TO ORDER - Mayor Wanke called the meeting to order at 5:01 p.m.
ROLL CALL - PRESENT: Council Member/Board Member Hummer, Kirwin, Smith, Yamaguchi, Wanke ABSENT: None
ORAL COMMUNICATIONS - None
CLOSED SESSION PROCEEDINGS
City Clerk McKinnell announced the City Council/ Boards of Directors recessed to the City Council Caucus Room for the purpose of conducting their Closed Session proceedings on the following:
1. CONFERENCE WITH LEGAL COUNSEL - INITIATION OF LITIGATION Pursuant to Government Code Section § 54956.9(d)(4): 1 Case
2. CONFERENCE WITH LEGAL COUNSEL - POTENTIAL LITIGATION Pursuant to Government Code Section § 54956.9(d)(2): 1 Case
3. CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section § 54957.6
Agency Designated Representatives: Jennifer Lampman, City Administrator Alice Burnett, Director of Human Resources
Employee Organization: Placentia City Employees Association (PCEA)
4. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Pursuant to Government Code Section § 54957(b)(1)
Title: City Administrator
5. CONFERENCE WITH LEGAL COUNSEL - POTENTIAL LITIGATION Pursuant to Government Code Section § 54956.9(d)(2): 1 Case City Attorney/Authority Counsel Bettenhausen presented a walk-on Closed Session item, Conference with Legal Counsel - Potential Litigation, pursuant to Government Code Section § 54956.9(d)(2): 1 Case. Motion by Wanke, seconded by Yamaguchi, and carried a 5-0 vote, to approve the walk-on item.
RECESS - The City Council and Boards of Directors recessed until their 6:00 p.m. Regular Meeting.
MINUTES OF THE PLACENTIA CITY COUNCIL REGULAR MEETING - 6:00 P.M.
CALL TO ORDER - Mayor Wanke called the meeting to order at 6:01 p.m.
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 1 of 13 7
ROLL CALL - PRESENT: Council Member/Board Member Hummer, Kirwin, Smith, Yamaguchi, Wanke ABSENT: None
STAFF PRESENT
City Attorney/Authority Counsel Christian Bettenhausen; Acting City Administrator/Deputy City Administrator Rosanna Ramirez; Police Chief Brad Butts; Fire Chief Jason Dobine; Director of Development Services Joe Lambert; Director of Public Works Chris Tanio; Director of Human Resources Alice Burnett; Director of Community Services Lydie Gutfeld; City Clerk Robert McKinnell; Deputy City Clerk Brooke Lovell INVOCATION - Chaplain Tony Mercado
PLEDGE OF ALLEGIANCE - Police Chief Brad Butts
PRESENTATIONS
A. PROCLAMATION CELEBRATING THE 250TH ANNIVERSARY OF THE UNITED STATES OF AMERICA Presenters: Mayor and City Council
Mayor Wanke presented a proclamation celebrating the 250t" anniversary of the United States of America.
B. ACKNOWLEDGEMENT OF CENTENNIAL SPONSOR: AUDI NORTH OC Presenters:
Recipient:
Mayor Wanke presented Audi North OC with a certificate of recognition in appreciation of their Silver sponsorship of the City's Centennial Celebration.
Mayor and City Council
Audi North OC
C. ACKNOWLEDGEMENT OF CENTENNIAL SPONSOR: CITIZENS BUSINESS BANK Presenters:
Recipient:
Mayor and City Council
Citizens Business Bank
Mayor Wanke presented Citizens Business Bank with a certificate of recognition in appreciation of their Bronze sponsorship of the City's Centennial Celebration.
CLOSED SESSION REPORT
City Attorney/Authority Counsel Bettenhausen stated Council discussed four closed session items and one walk-on potential litigation item, provided direction, and took no reportable action.
CITY ADMINISTRATOR REPORT- None
ORAL COMMUNICATIONS
Lauire Arroyo, representing American Legion Post 277, expressed gratitude to the Placentia Community Foundation for a grant supporting facility improvements benefiting veterans and the community.
Craig Green requested that City Council place a potential Transient Occupancy Tax increase on the ballot to allow residents to decide the measure.
CITY COUNCIL/BOARD MEMBER COMMENTS
Council Member Smith reported attending the Southern California Association of Governments (SCAG) Transportation Committee meeting, where regionaltransportation planning and preparation for the 2028 Olympics were discussed.
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 2 of 13 8
Council Member Hummer reported attending the Lot 318 grand opening event and commended the community support shown for the organization's new housing facility.
Mayor Wanke reported attending the Lot 318 building dedication, the Fullerton State of the City event, and the Orange County Sanitation District (OC San) Administration Committee meeting.
1. CONSENT CALENDAR
Motion by Yamaguchi, seconded by Hummer, and carried a 5-0 vote, to approve the Consent Calendar, as recommended.
1.a CONSIDERATION TO WAIVE READING IN FULL OF ALL ORDINANCES AND RESOLUTIONS Recommended Action: It is recommended that the City Council:
Approve.
(Approved 5-0, as recommended)
1.b
1.c
1.d
1.e
APPROVAL OF MINUTES
Recommended Action: It is recommended that the City Council:
Approve minutes of the City Council/Successor Agency/ICDA/PPFA Regular Meeting on May 19, 2026, and Special Meeting on June 2, 2026.
(Approved 5-0, as recommended)
REGISTERS FOR JUNE 16, 2026
Fiscal Im pact:
Check Registers $ 547,221.21
Electronic Disbursement Registers $ 4,346,954.12
Recommended Action: It is recommended that the City Council:
Receive and file.
(Approved 5-0, as recommended)
SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-09, AN ORDINANCE OF THE CITY OF PLACENTIA, CALIFORNIA, AMENDING SECTION 8.04.120 (HOURS OF COLLECTION) OF CHAPTER 8.04 (SOLID WASTE COLLECTION) OF TITLE 8 (HEALTH AND SANITATION) OF THE
PLACENTIA MUNICIPAL CODE
Fiscal Im Dact: None.
Recommended Action: It is recommended that the City Council:
Adopt Ordinance No. O-2026-09, An Ordinance of the City of Placentia, California, amending Section
8.04.120 (Hours of Collection) of Chapter 8.04 (Solid Waste Collection) of Title 8 (Health and Sanitation) of the Placentia Municipal Code.
(Approved 5-0, as recommended)
CITYWIDE RECORDS RETENTION SCHEDULE AMENDMENT
Fiscal Im pact:
Implementation of Laserfiche's Vault and Records Management Module, required for compliance with state retention laws, costs $9,187 annually plus one-time CPS configuration services. Ongoing costs will be included in future budgets, with expected long-term efficiency and cost savings.
Recommended Action: It is recommended the City Council:
Adopt Resolution No. R-2026-36, A Resolution of the City Council of the City of Placentia, California, Adopting an amended Records Retention Schedule, authorizing the destruction of certain city records, and rescinding previous Resolution No. R-2011-04.
(Approved 5-0, as recommended)
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 3 of 13 9
1.f
NOTICE OF GENERAL MUNICIPAL ELECTION - NOVEMBER 3, 2026 Fiscal Im pact:
Estimated Expense: $90,000
Budgeted: $90,000 FY 2026-27 (101002-6299)
Recommended Action: It is recommended that the City Council:
1. Adopt Resolution No. R-2026-37, A Resolution of the City Council of the City of Placentia, California, Calling for and Giving Notice of a General Municipal Election to Be Held in the City of Placentia on Tuesday, November 3, 2026, for the Election of Certain Officers, and Requesting the Board of Supervisors of Orange County to Consolidate With the Statewide General Election Being Held on That Date; and
2. Adopt Resolution No. R-2026-38, a Resolution of the City Council of the City of Placentia, California, adopting regulations for candidates for elective office pertaining to candidates' statements submitted to the voters at an election to be held on Tuesday, November 3, 2026. (Approved 5-0, as recommended)
1.g SETTING OF THE ANNUAL SPECIAL TAX RATE FOR FISCAL YEAR 2026-27 FOR COMMUNITY FACILITIES DISTRICT NO. 2018-01 (TOD MAINTENANCE SERVICES) Fiscal Im
pact:
Annual Revenue: $102,039 (223-90000-4208)
Recommended Action: It is recommended that the City Council:
1. Adopt Resolution No. R-2026-32, a Resolution of the City Council of the City of Placentia, California, setting the levy of an annual special tax for Community Facilities District No. 2018- 01 (TOD Maintenance Services) for Fiscal Year 2026-27; and
2. Authorize inclusion of the Annual SpecialTax for Community Facilities District No. 2018-01 (TOD Maintenance Services) for Fiscal Year 2026-27 on the Orange County Secured Property Tax Roll. (Approved 5-0, as recommended)
1.h SETTING OF THE ANNUAL SPECIAL TAX RATE FOR FISCAL YEAR 2026-27 FOR COMMUNITY FACILITIES DISTRICT NO. 2024-01 (OLD TOWN MAINTENANCE SERVICES) Fiscal Im Dact:
Revenue: $2,879 Recouped through special taxes
Recommended Action: It is recommended that the City Council:
1. Adopt Resolution No. R-2026-48, a Resolution of the City Council of the City of Placentia, California, setting the levy of an annual special tax for Community Facilities District No. 2024- 01 (Old Town Maintenance Services); and
2. Authorize inclusion of the Annual Special Tax for Community Facilities District No. 2024-01 (Old Town Maintenance Services) for FiscalYear 2026-27 on the Orange County Secured Property Tax Roll.
(Approved 5-0, as recommended)
1.i MEASURE M ELIGIBILITY APPLICATION PACKAGE FOR FISCAL YEAR 2026-27 Fiscal Im pact:
Revenue: $1,198,336 in estimated Measure M Funds (211-90000-4507) Recommended Action: It is recommended that the City Council:
1. Authorize staff to submit the 7 -year Capital Improvement Program (CIP) project list utilizing Measure M funding; and
2. Adopt Resolution No. R-2026-30, a Resolution of the City Council of the City of Placentia, California, Concerning the Status and Update of the Local Signal Synchronization Plan (LSSP) for the Measure M (M2) Program; and
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 4 of 13 10
3. Adopt Resolution No. R-2026-31, a Resolution of the City Council of the City of Placentia, California, Concerning the Status and Update of the Pavement Management Plan (PMP) for the Measure M (M2) Program; and
4. Authorize staff to submit the Measure M Eligibility application package to OCTA to ensure continued eligibility for Measure M funding and receipt of Local Fair Share M2 funds. (Approved 5-0, as recommended)
1.j
RESOLUTION ADOPTING FISCAL YEAR 2026-27 PROJECT LIST FOR COMPLIANCE WITH SB 1, THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017
Fiscal Im Dact:
Projected Annual Revenue: $1,514,655 (State Gas Tax — RMRA Fund No. 217) Recommended Action: It is recommended that the City Council:
1. Approve Resolution No. R-2026-41, a Resolution of the City Council of the City of Placentia, California, adopting a List of Projects for Fiscal Year 2026-27 funded by SB 1, The Road Repair and Accountability Act of 2017; and
2. Authorize Staff to submit the project list and all necessary documentation to the California Transportation Commission to satisfy SB 1 funding requirements; and
3. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.k AMENDMENT NO. 2 TO AGREEMENT WITH AMTECH INC. TWO-YEAR EXTENSION FOR ELEVATOR
MAINTENANCE SERVICES
Fiscal Impact:
Expense: $18,500 annual cost (includes maintenance and emergency repairs) 101-80402-6002 - Proposed FY 26-27 Budget $205,000
101-80402-6300 - Proposed FY 26-27 Budget $326,943
Total Budget: $531,943
Recommended Action: It is recommended that the City Council:
1. Approve Amendment No. 2 to the Agreement to the Maintenance Services Agreement with Amtech for elevator maintenance services to increase the contract amount by $15,000 for a new total not -to -exceed amount of $103,247.50, extending the existing agreement by two (2) additional years; and
2. Authorize the City Administrator to approve contract change orders up to 10% of the total contract not -to -exceed amount; and
3. Authorize the City Administrator and/or her designee to execute the necessary documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.l
AMENDMENT NO. 2 TO MAINTENANCE SERVICES AGREEMENT WITH WEST COASTARBORISTS INC.
FOR TREE TRIMMING SERVICES
Fiscal Im pact:
Expense: $266,336 Annual Contract Amount
Budgeted: $332,000 Proposed FY 26/27 Budget(101-80403-6012 & 218-80000-6012) Recommended Action: It is recommended that the City Council:
1. Approve Amendment No. 2 to the Maintenance Services Agreement with West Coast Arborists, Inc., for tree -trimming services in an amount not to exceed $266,336 per year (or $532,672 over two years), and extend the agreement for an additional two (2) years; and
2. Authorize the City Administrator to approve agreement amendments and contract change orders up to ten percent (10%) of the cumulative two-year contract amount, or $53,267; and Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 5 of 13 11
3. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.m
AMENDMENT NO. 4 TO PROFESSIONAL SERVICES AGREEMENT WITH HDL COMPANIES FOR SALES
TAX AUDITING AND CONSULTING SERVICES
Fiscal Im Dact:
Expense: $6,540 Annual Fee Plus Additional Fees Contingent on Recovered Revenue Budgeted in FY26- 27 Proposed Budget
Recommended Action: It is recommended that the City Council:
1. Approve Amendment No. 4 to the Professional Services Agreement with Hinderliter, de Llamas and Associates (HdL Companies) for Sales Tax Analysis and Auditing Services for a term ending June 30, 2027; and
2. Authorize the City Administrator and/or her designee to execute all the necessary documents in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.n SOFTWARE AGREEMENT WITH KRONOS SAASHR, INC. FOR A WORKFORCE MANAGEMENT SYSTEM
Fiscal Im pact:
Expense: $68,723.93 annual software license fee
Budgeted: Human Resources/Finance FY 2026-27
Recommended Action: It is recommended that the City Council:
1. Approve renewal of the software agreement with Kronos SaasHR, Inc. for a workforce management system in the amount of $68,723.93 for the period August 1, 2026 through July 31, 2027; and
2. Authorize the City Administrator and/or her designee to execute all the necessary documents in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.o APPROVAL OF AGREEMENT EXTENSION WITH MARK43, INC. FOR COMPUTER AIDED DISPATCH (CAD)/ RECORD MANAGEMENT SYSTEM (RMS)/ PROPERTY & EVIDENCE SOFTWARE Fiscal Im Dact:
Expense: $1,077,602.00 Total Purchase Price of Services Budget: $ 209,667.00 Year 1 Payment(101-206076660) General Fund FY 26-27 Recommended Action: It is recommended that the City Council:
1. Approve the extension with Mark43, Inc. for its public safety software beginning in Fiscal Year 2026-2027 and ending in Fiscal Year 2030-2031 with a five-year total cost of $1,077,602; and
2. Authorize the City Administrator or her designee to execute all necessary documents, in a form approved by the City Attorney, to effectuate these actions. (Approved 5-0, as recommended)
1.p
AWARD OF CONTRACT FOR CODE ENFORCEMENT CITATION PROCESSING SERVICES WITH DATA TICKET, INC.
Fiscal Im Dact:
Expense: $ 35,000 Annual Amount
Budget: $ 35,000 Per Fiscal Year
$ 175,000 Five -Year Term's Contract Total (2026-2031)
Recommended Action: It is recommended that the City Council:
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 6 of 13 12
1. Approve the Professional Services Agreement with Data Ticket, Inc. to provide Code Enforcement citation processing services for a cumulative contract not -to -exceed $175,000 ($35,000 per fiscal year) for a five-year term, with two additional one-year optional terms; and
2. Authorize the City Administrator or her designee to execute all necessary documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.q AWARD OF CONTRACT WITH CSG FOR PROVISION OF BUILDING INSPECTION, PERMIT
TECHNICIAN AND PLAN CHECK AND INSPECTION SERVICES
Fiscal Im Dact:
Expense: $ 325,000 not -to -exceed Annual Amount
Budget: $ 240,000 FY2026-27 Budget
$1,625,000 Five -Year Term's Contract Total (2026-2031) Recommended Action: It is recommended that the City Council:
1. Approve the Professional Services Agreement with CSG Consultants, Inc., to provide professional services related to building plan check, building inspection, and other building related staffing as needed, for a cumulative contract not -to -exceed $1,625,000 ($325,000 per fiscal year) for a five-year term, with two additional one-year optional terms; and
2. Authorize the City Administrator or her designee to execute all necessary documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.r AWARD OF CONTRACT TO NEW GENERATION LANDSCAPE MANAGEMENT FOR LANDSCAPE
MAINTENANCE SERVICES
Fiscal Im Dact:
Expense: $244,900 Annual Contract Amount
Proposed Budget: 101-80403-6300 - Proposed FY 26-27 Budget $153,154 210-80000-6011 - Proposed FY 26-27 Budget $ 97,725
218-80000-6011 - Proposed FY 26-27 Budget $139,000
223-90000-6011 - Proposed FY 26-27 Budget $ 16,626
Total Budget: $406,505
Recommended Action: It is recommended that the City Council:
1. Approve a Maintenance Services Agreement with New Generation Landscape Management for Landscape Maintenance Services in an amount not to exceed $244,900 per year for an initial three (3) year contract term resulting in a total contract not -to -exceed amount of $734,700 and including an option to extend for an additional two-year term based upon contractor performance; and
2. Authorize the City Administrator to approve contract change orders up to 10% of the total contract not -to -exceed amount; and
3. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.s
AWARD CONTRACT FOR STREET SWEEPING SERVICES
Fiscal Im Dact:
Expense: $380,983.20
Budgeted: $435,583.00 Account # 403-80700-6300 - Proposed FY 26-27 Recommended Action: It is recommended that City Council:
1. Award a contract for street sweeping services to Guardian Sweeping, in an annual amount not - to -exceed $380,983.20, for an initial five (5) year term with the option for one (1) additional five (5) year extension; and
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June16,2026 Page7of13 13
2. Authorize the City Administrator to approve contract change orders up to 10% of the annual contract not -to -exceed amount; and
3. Authorize the City Administrator and/or her designee to execute all necessary contract documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.t
AWARD OF CONTRACT FOR CITY POOL AND FOUNTAIN MAINTENANCE SERVICES TO CALIFORNIA WATERS DEVELOPMENT, INC.
Fiscal Im act:
Annual expense: $ 15,675 ($47,025 for three years of service) Budgeted: $326,943 Proposed FY 2026/27 (101-80402-6300) Recommended Action: It is recommended that the City Council:
1. Approve a Maintenance Services Agreement with California Waters Development, Inc. for Pool and Fountain Maintenance Services for an amount not -to -exceed $47,025 over an initial three- year contract term ending on June 30, 2029, with the option to extend for one (1) additional two- year term based upon contractor performance and at the discretion of the City for an amount not -to -exceed $15,675 per year; and
2. Authorize the City Administrator to approve contract change orders up to 10% of the annual contract; and
3. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.0 AWARD PROFESSIONAL SERVICES AGREEMENT WITH CHANDLER ASSET MANAGEMENT FOR
PROFESSIONAL FINANCIAL ADVISORY SERVICES
Fiscal Im act:
Expense: $45,000 Annual fee
$45,000 Budgeted in FY26-27 Proposed Budget
Recommended Action: It is recommended that the City Council:
1. Approve Professional Services Agreement with Chandler Asset Management for Professional Financial Advisory Services; and
2. Authorize the City Administrator and/or her designee to execute all the necessary documents in a form approved by the City Attorney.
(Approved 5-0, as recommended)
2. PUBLIC HEARINGS
2.a PUBLIC HEARING FOR THE AMENDED AND RESTATED EXCLUSIVE FRANCHISE AGREEMENT WITH REPUBLIC WASTE SERVICES OF SOUTHERN CALIFORNIA, LLC (D.B.A. PLACENTIA DISPOSAL) IN CONFORMANCE WITH SENATE BILL 1383, AND CONSIDERATION OF SOLID WASTE AND RECYCLING SERVICE RATE ADJUSTMENTS IN CONFORMANCE WITH SENATE BILL 1383 Fiscal Im pact:
Annual Revenue: $7,279,249.44 (Refuse Fund No. 403)
Annual Expense: $5,823,684.12 (403-80700-6010)
Recommended Action: It is recommended that the City Council:
1. Open the Public Hearing concerning the solid waste handling services Amended and Restated Exclusive Franchise Agreement, rate adjustment, and related resolutions for Fiscal Year 2026- 27; and
2. Receive the staff report, consider all public testimony, and questions of staff; and
3. Close the Public Hearing and direct the City Clerk to tabulate the written protests and report the results of the tabulation to the City Council; and
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 8 of 13 14
4. Adopt Resolution No. R-2026-33, a Resolution of the City Council of the City of Placentia, California, approving an Amended and Restated Exclusive Franchise Agreement for Solid Waste Handling Services; and
5. Adopt Resolution No. R-2026-34, a Resolution of the City Council of the City of Placentia, California, approving the amended fee schedule for solid waste handling services for Fiscal Year 2026-27; and
6. Adopt Resolution No. R-2026-35, a Resolution of the City Council of the City of Placentia, California, authorizing and determining residential solid waste handling service charges and directing placement thereof on the Orange County property tax rolls for FiscalYear 2026-27; and
7. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
Director of Public Works Tanio introduced Haley Kinnert, HF&H Consultant, who gave a PowerPoint presentation on the item. A brief discussion occurred regarding the timing and structure of the rate increases, organics -waste compliance requirements, and pass -through disposal costs. Mayor Wanke asked what would occur if the contract were not approved and whether the City could face fines. Staff explained the City would remain out of compliance with SB 1383, would need to restart the process, and could be subject to penalties if the State conducts an audit. The City has avoided fines so far, but continued non-compliance carries significant risk, leaving little practical choice other than moving forward.
Public Hearing opened at 6:17 p.m.
Public Comments: Chuck requested the City Council to vote no on the proposed trash amendment.
Public Hearing closed at 6:28 p.m.
City Clerk McKinnell reported that four written protests were received, which did not meet the threshold required to constitute a majority protest.
Motion by Yamaguchi, seconded by Hummer, and carried a 5-0 vote, to approve Item 2.a, as recommended.
2.b INTRODUCTION AND FIRST READING OF ORDINANCE NO. O-2026-10, AMENDING CHAPTER 23.23
OF THE PLACENTIA MUNICIPAL CODE RELATING TO DENSITY BONUS IN ACCORDANCE WITH STATE LAW (ZONING CODE AMENDMENT NO. ZCA 2026-03)
Fiscal Im act: None.
Recommended Action: It is recommended that the City Council:
1. Open the Public Hearing concerning Zoning Code Amendment No. 2026-03 and Ordinance No.
O-2026-10; and
2. Receive the Staff Report, consider all Public Testimony, ask any questions of staff; and
3. Close the Public Hearing; and
4. Find that approval of Zoning Code Amendment No. 2026-03 and adoption of Ordinance No. O- 2026-10 is exempt from CEQA pursuant to CEQA Guidelines Section 15061(b)(3); and
5. Waive full reading, by title only, and introduce for first reading, Ordinance No. O-2026-10, an Ordinance of the City Council of the City of Placentia, California, amending Title 23, (Zoning) Chapter 23.23 (Density Bonus) of the Placentia Municipal Code in accordance with State law. (Approved 5-0, as recommended)
Director of Development Services Lambert gave a verbal presentation on the item.
Public Hearing opened at 6:29 p.m.
Public Comments: None.
Public Hearing closed at 6:37 p.m.
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 9 of 13 15
A discussion ensued on whether the City had previously authorized the pursuit of a Pro -Housing designation, whether the updated density bonus ordinance would worsen existing parking issues given the potential for up to a 50 percent density increase, and whether adopting the ordinance effectively permits additional density or is simply required for state compliance.
Staff explained the Pro -Housing effort had already been approved through two Council resolutions, reduced parking ratios are already allowed under state law so the update does not create new parking impacts, and the ordinance must be updated to maintain compliance with state housing requirements, as developers can already use state -mandated density bonuses even without local adoption.
Motion by Kirwin, seconded by Yamaguchi, and carried a 5-0 vote, to approve Item 2.b, as recommended.
2.c PUBLIC HEARING TO PROVIDE FOR THE ANNEXATION AND ANNUAL LEVY OF ASSESSMENT FOR THE CITY OF PLACENTIA STREET LIGHTING DISTRICT NO. 81-1 FOR FISCAL YEAR 2026-27 Fiscal Im pact:
Annual Revenue: $140,934 (SLD 81-1 Assessments)
$ 56,311 (Proposed Transfer in from General Fund)
Annual Expense: $197,245 (Proposed FY 26-27 Budget SLD 81-1 Fund No. 219) Recommended Action: It is recommended that the City Council:
1. Open the Public Hearing concerning the annexation, levy and collection of assessments within the Placentia Street Lighting District No. 81-1; and
2. Receive the Staff Report, consider all public testimony, ask questions of staff; and
3. Close the Public Hearing; and
4. Adopt Resolution No. R-2026-42, a Resolution of the City Council of the City of Placentia, California, ordering the annexation of territory to its Street Lighting District No. 81-1 (Annexation 2026-02) and approving the amended map for said District; and
5. Adopt Resolution No. R-2026-43, a Resolution of the City Council of the City of Placentia, California, approving the Engineer's Report, confirming diagram and assessment, and ordering levy of continued assessments for Fiscal Year 2026-27 for Placentia Street Lighting District No. 81-1
(Approved 5-0, as recommended)
Director of Public Works Tanio gave a verbal presentation on the item.
Public Hearing opened at 6:38 p.m.
Public Comments: None.
Public Hearing closed at 6:39 p.m.
Staff clarified a portion of the costs is covered through the rates charged on residents' electric bills. The remaining amount, approximately $56,000, has been subsidized through a transfer from the General Fund.
Motion by Wanke, seconded by Yamaguchi, and carried a 5-0 vote, to approve Item 2.c, as recommended.
2.d PUBLIC HEARING TO PROVIDE FOR THE ANNEXATION AND ANNUAL LEVY OF ASSESSMENT FOR THE CITY OF PLACENTIA LANDSCAPE MAINTENANCE DISTRICT 92-1 FOR FISCAL YEAR 2026-27 Fiscal Im pact:
Annual Revenue: $507,834 (LMD 92-1 Assessments)
Annual Expense: $443,105 (Proposed FY 26-27 Budget LMD 92-1 Fund No. 210) Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 10 of 13 16
Recommended Action: It is recommended that the City Council:
1. Open the Public Hearing concerning the annexation, levy and collection of assessments within the Landscape Maintenance District 92-1; and
2. Receive the Staff Report, consider all public testimony, ask questions of staff; and
3. Close the Public Hearing; and
4. Adopt Resolution No. R-2026-44, a Resolution of the City Council of the City of Placentia, California, ordering the annexation of territory to its Landscape Maintenance District No. 92-1 (Annexation 2026-02) and approving the amended map for said District; and
5. Adopt Resolution No. R-2026-45, a Resolution of the City Council of the City of Placentia, California, approving the Engineer's Report, confirming diagram and assessment, and ordering levy of continued assessments for Fiscal Year 2026-27 for Placentia Landscape Maintenance District No. 92-1.
(Approved 5-0, as recommended)
Director of Public Works Tanio gave a verbal presentation on the item.
Public Hearing opened at 6:40 p.m.
Public Comments: None.
Public Hearing closed at 6:41 p.m.
Motion by Yamaguchi, seconded by Smith, and carried a 5-0 vote, to approve Item 2.d, as recommended.
2.e PUBLIC HEARING TO PROVIDE FOR THE ANNEXATION AND SETTING THE ANNUAL SPECIAL TAX RATE FOR FISCAL YEAR 2026-27 FOR COMMUNITY FACILITIES DISTRICT NO. 2014-01 (PUBLIC
SERVICES CFD)
Fiscal Im Dact:
Annual Revenue: $316,992.47 (CFD 2014-01 Assessments)
Recommended Action: It is recommended that the City Council:
1. Open the Public Hearing concerning the annexation, levy and collection of assessments within the Placentia Community Facilities District No. 2014-01; and
2. Receive the Staff Report, consider all public testimony, ask questions of staff; and
3. Close the Public Hearing; and
4. Adopt Resolution No. R-2026-46, a Resolution of the City Council of the City of Placentia, California, ordering the annexation of territory to its Community Facilities District No. 2014-01 (Public Services) (Annexation 2026-02) and approving the amended map for said District; and
5. Adopt Resolution No. R-2026-47, a Resolution of the City Council of the City of Placentia, California, setting the levy of an Annual Special Tax for Community Facilities District No. 2014- 01 (Public Services) for Fiscal Year 2026-27; and
6. Authorize inclusion of the Annual Special Tax for Community Facilities District No. 2014-01 (Public Services) for Fiscal Year 2026-27 on the Orange County Secured Property Tax Roll. (Approved 5-0, as recommended)
Director of Public Works Tanio gave a verbal presentation on the item.
Public Hearing opened at 6:42 p.m.
Public Comments: None.
Public Hearing closed at 6:43 p.m.
Motion by Wanke, seconded by Yamaguchi, and carried a 5-0 vote, to approve Item 2.e, as recommended.
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 11 of 13 17
2.f CITY OF PLACENTIA FISCAL YEAR 2026-27 ANNUAL OPERATING BUDGET, POSITION ALLOCATION
PLAN, ANNUAL GANN APPROPRIATIONS, CAPITAL IMPROVEMENT PROGRAM, AND PLACENTIA
PUBLIC FINANCING AUTHORITY ANNUAL BUDGET
Fiscal Impact:
FY 2026-27 Expenditures: $97,207,473
Revenue: $97,335,031
Recommended Action: It is recommended that the City Council:
1. Open the Public Hearing concerning the City of Placentia Budget for Fiscal Year 2026-27 and Capital Improvement Program (CIP) for Fiscal Year 2026-27, consider all public testimony, ask questions of Staff, and close the public hearing; and
2. Adopt Resolution No. R-2026-39, a Resolution of the City Council of the City of Placentia, California, taking actions necessary to adopt the Fiscal Year 2026-27 Annual Budget; and taking actions necessary to adopt the Fiscal Year 2026-27 Capital Improvement Program (CIP) Budget with an appropriation of $10,147,629; and authorizing the Position Allocation Plan and Compensation Plan for Fiscal Year 2026-27; and
3. Authorize the City Administrator to release appropriation controls for the General Government Department and Risk Management fund outside of the normal quarterly process, as necessary; and
4. Approve the use of the County's population growth and California per capita income growth as determined by the State Department of Finance for the calculation of the Fiscal Year 2026-27 Annual Appropriation Limit; and
5. Adopt Resolution R-2026-40, a Resolution of the City Council of the City of Placentia, California, approving and adopting the Annual Appropriations Limit (GANN) for the Fiscal Year 2026-27 in the amount of $131,672,638.
It is recommended that the Placentia Public Financing Authority:
1. Conduct the Public Hearing concerning the Placentia Public Financing Authority Budget for Fiscal Year 2026-27; and
2. Adopt Resolution No. PPFA-2026-01, a Resolution of the Placentia Public Financing Authority (PPFA) Board of Directors of the City of Placentia, California, taking actions necessary to adopt the PPFA's Fiscal Year 2026-27 Annual Budget.
(Directed staff to revise the budget with proposed modifications and continue the public hearing to a Special City Council meeting on June 30, 2026, at 7:00 p.m.) Acting City Administrator/Deputy City Administrator Ramirez provided a verbal report and requested more time to review updated budget figures and identified savings. Discussion followed regarding the timing for continuing the budget process, the Mayor's proposed adjustments, and the need to return with a balanced budget without using one-time funds. Councilmembers emphasized maintaining public services, limiting impacts to positions, reviewing vacancies first, identifying operational efficiencies, and considering options for sustainable revenue.
Public Hearing opened at 6:45 p.m.
Public Comments: None.
Public Hearing closed at 6:48 p.m.
Motion by Wanke, seconded by Hummer, and carried a 5-0 vote, to submit the Mayor's proposed budget amendments to staff for consideration and return with a revised balanced budget.
Motion by Wanke, seconded by Kirwin, and carried a 5-0 vote, to continue the public hearing to a Special City Council meeting on June 30, 2026, at 7:00 p.m.
3. REGULAR AGENDA
Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 12 of 13 18
3.a ADOPTION OF CITY COUNCIL POLICY NO. 136 - TECHNOLOGICAL DISRUPTION DURING CITY
COUNCIL MEETINGS
Fiscal Im pact: None.
Recommended Action: It is recommended that the City Council:
Adopt City Council Policy No. 136 - Technological Disruption During City Council Meetings, effective July 1, 2026, in order to comply with SB 707.
(Approved 5-0, as recommended)
Deputy City Clerk Lovell gave a verbal presentation on the item. A brief discussion was held on backup methods for maintaining public access, including dial -in audio options, clarification on notice requirements, alternative communication methods, and parameters for public participation during oral communications and public hearing items.
Motion by Yamaguchi, seconded by Wanke, and carried a 5-0 vote, to approve Item 3.a, as recommended.
3.b RESOLUTION SUBMITTING A HOTEL TAX MEASURE TO THE ELECTORATE AT THE NOVEMBER 3, 2026
GENERAL MUNICIPAL ELECTION AND REQUESTING THAT THE ELECTION BE CONSOLIDATED WITH
OTHER ELECTIONS TO BE HELD ON THAT DATE
Fiscal Im act:
If enacted by voters, generates approximately $715,000 annually in new locally -controlled revenue. One time election -related costs of approximately $8,500.
Recommended Action: It is recommended that the City Council:
1. Approve Resolution No. R-2026-49, a Resolution of the City Council of the City of Placentia, California Submitting a Hotel Tax Measure to the Electorate at the November 3, 2026, General Municipal Election and Reiterating its Request that the Election be Consolidated with Other Elections to be Held on that Date; and
2. Authorize the City Administrator, or designee, to execute all necessary documents and take all actions necessary to effectuate the intent of the Resolution, subject to approval as to form by the City Attorney.
(Approved 5-0, as recommended)
Acting City Administrator/ Deputy City Administrator Ramirez gave a verbal presentation on the item. A brief discussion was held on the tax being paid by visitors rather than residents, the City's position relative to neighboring jurisdictions with higher TOT rates, and the requirement that any tax be approved by voters, along with clarification regarding oversight, public outreach, use of revenues for essential services, and the longstanding recommendation from prior committees to consider a TOT adjustment.
Motion by Smith, seconded by Kirwin, and carried a 5-0 vote, to approve Item 3.b, as recommended.
CITY COUNCIL/BOARD MEMBERS REQUESTS - None
ADJOURNMENT
The City Council/Successor Agency/ICDA/PPFA Board of Directors adjourned in memory of Dennis Blake, respected Placita Santa Fe Merchants Member and longtime Old Town Placentia business and property owner, at 7:12 p.m., to a Special City Council meeting on Tuesday, June 30, 2026, at 7:00 p.m.
Chad P. Wanke, Mayor/Agency Chair Robert S. McKinnell, City Clerk/Agency Secretary Placentia City Council/Successor Agency/ICDA/PPFA Minutes June 16, 2026 Page 13 of 13 19
Agenda Item No: 1.c
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 30, 2026
Submitted by: Gabriela Galin
From: Finance
Subject:
REGISTERS FOR JUNE 30, 2026
Financial Impact:
Check Registers: $ 358,449.87
Electronic Disbursement Registers: $2,055,107.14
Recommended Action:
It is recommended that the City Council:
Receive and file.
Attachments
Check Register 06.11.2026.pdf
ACH- EFT Register 06.11.2026.pdf
Check Register 06.18.2026.pdf
ACH - EFT Register 06.18.2026.pdf
20 City Of Placentia
Check register 06/11/2026
Name
V000616 AT&T
V001029 FACTORY MOTOR PARTS
V001658 TEAM ONE MANAGEMENT
V002033 BARNUM STAGE RENTAL LLC
V002030 MIGUEL MORAN
V001901 MANHATTAN STITCHING COMPANY INC
V002143 BSN SPORTS
V001129 HELPING OUR PETS EDUCATION LLC
V001402 ORANGE COUNTY SANITATION DISTRICT
V001699 TRAINING INNOVATIONS INC.
V002225 EL CAMINO COLLEGE
V001054 FIS
Memo
Acct 333291678 - CH Fiber
FY 25-26: Vehicle Repair Parts
FY 25/26 - Janitorial Services for Park Restrooms
Stage Services for Concerts in the Park - 6/25/26
Sound Services for Concerts in the Park - 6/25/26
Community Services Staff Uniforms
PD Academy Apparel - PAT Sanchez
7/12-11/10 K9 Boarding - Enzo
OCSD Capital Facilities Capacity Charge for May 2026 / 5% FY 26/27 PD Training Software Subscription
Firefighter 2 Testing
Interchange Fees - Apr 26
V001305 MCKESSON MEDICAL -SURGICAL GOVERNMENT SOU EMS Supplies V002013 SELMAN & COMPANY LLC
V001255 LEXIPOL LLC
V001558 SC FUELS
V000688 ALL CITY MANAGEMENT SERVICES INC
V001406 ORANGE COUNTY TREASURER TAX COLLECTOR
V002121 ICON SIGNS
V001075 GALLS LLC
V001402 ORANGE COUNTY SANITATION DISTRICT
V002094 Z&K CONSULTANTS, INC
V001289 MARIPOSA LANDSCAPES INC
V002211 PLEXUS GLOBAL
V001127 HEALTHPOINTE MEDICAL GROUP INC
V001651 Equifax Workforce Solutions
V001757 WEST COAST ARBORISTS INC
V000638 T -MOBILE
V000855 CENTRAL SQUARE TECHNOLOGIES
V002216 EDWARD CASTRO
V001794 COUNTY OF ORANGE
V000892 CLIFTONLARSONALLEN LLP
V000880 CITY OF ORANGE
V000873 CITY OF BREA
V000868 CICCS/EAP
V000855 CENTRAL SQUARE TECHNOLOGIES
V000800 BUCKNAM INFRASTRUCTURE GROUP INC
Total
City Iss
Ward Smith - Life Policy Coverage for June 2026
FY 26/27 PD Training Subscription
Fuel Purchases: 05/15/26 - 05/31/26
5/10-5/23 Crossing Guard Services
MAY 2026 PARKING CITATIONS
Raceway for Mi Casita Sign
Uniforms - A. Weinert
Q3 25-26 OCHCA FOG/BMP Inspections
FY 24-25 Street Rehab Inspection Services Feb 2026
FY 25-26 Citywide landscape maintenance - May 2026 Services Monthly Program Management of all FMCSA Drivers
Pre -Employment Physical Exams
UNEMPLOYMENT CLAIM CASE MGMT 2026.06.01 TO 2026.08.31
Tree Planting; Job 91098
12/21-1/20 PD Phone Security Subscription
CAD to CAD Renewal for 2026-2027
BUSINESS LICENSE OVERPAYMENT -REFUND
PD Radio Installation
Financial Audit FY24/25
Tustin Ave/Rose Drive Corridor Traffic Signal Synchronization projec Building Department Printing Services
CICCS Trust EAP by Anthem - June 2026
FY 26/27 FirstTwo Subscription Renewal
PMP Assessment FY 25-26: April 2026
Amount
107.00
518.38
7,274.00
2,500.00
1,870.00
3,808.41
263.93
8,530.50
14,549.25
875.00
1,800.00
149.46
556.67
5.00 7,324.49
19,416.60
5,860.80
8,690.00
1,589.97
478.36
750.63
43,290.00
46,595.98
18.00 1,324.00
427.60
1,950.00
1,260.00
22,050.00
36.00 688.51
12,663.00
69,022.00
198.34
464.60
7,200.00
1,745.00
295,851.48
Document Number
137774
137773
137772
137771
137770
137769
137768
137767
137766
137765
137764
137763
137762
137761
137760
137759
137758
137757
137756
137755
137754
137753
137752
137751
137750
137749
137748
137747
137746
137745
137744
137743
137742
137741
137740
137739
137738
Date
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
6/11/2026
21 City of Placentia
ACH/EFT Register 06/11/2026
Vendor
V000041 HYUN CHUNG
V000086 MICHAEL BUTTS
V000228 MEGAN HEREDIA
V000284 LAMBERT JOSEPH
V000622 AMAZON CAPITAL SERVICES
V000659 AGA ENGINEERS INC
V000697 ALTA PLANNING + DESIGN INC
V000823 CALIFORNIA FORENSIC PHLEBOTOMY INC
V001164 INFRASTRUCTURE ENGINEERS
V001203 JONES & MAYER
V001262 LN CURTIS & SONS
V001421 PACIFIC WEST AIR CONDITIONING
V001520 REPUBLIC WASTE SERVICES OF SOUTHERN CALIF
V001549 SAGECREST PLANNING AND ENVIRONMENTAL
V001559 SCA OF CA LLC
V001788 SAN DIEGO POLICE EQUIPMENT CO. INC
V001818 CHARLES ABBOTT ASSOCIATES INC
V002196 CDW DIRECT LLC
V001785 MINUTEMAN PRESS COVINA
V002078 YORBA COUNTRY CAR WASH
V001862 IOTUM INC
V001798 BRIGHTVIEW LANDSCAPE SERVICES INC
Total
Date Memo
6/11/2026 PP: 012 05/24/26-06/06/2026 PD6/12
6/11/2026 May Toll Road Charges
6/11/2026 TUITION REIMBURSEMENT - #25.26-11
6/11/2026 Reimbursement for APA Membership for 07/01/2026 through 6/11/2026 PW Admin - April 2026
6/11/2026 On Call Traffic Engineering - April 2026
6/11/2026 Atwood Trail Project - Services through April 30, 2026 6/11/2026 May Blood Draws
6/11/2026 CM Services - SiFi Project - April 2026
6/11/2026 Professional Legal Services
6/11/2026 PD Uniforms - Eiley
6/11/2026 PD Locker room air balance
6/11/2026 Residential Solid Waste Collection Services - April 2026 6/11/2026 Environmental Inspections: April 2026
6/11/2026 FY 25-26: Street Sweeping Services: April 2026 6/11/2026 Ammunition
6/11/2026 FOG Program MGMT SVS - April 2026
6/11/2026 TRIPP 15FT Hi -Speed USB Cable
6/11/2026 PD Uniform Embroidery Services
6/11/2026 FY 25-26 Car Wash Services
6/11/2026 Callbridge Subscription - May 2026
6/11/2026 Park Landscaping Services - April 2026
Total EFT
PR# 2601012
Grand total
06/30/ 00000122/4
Document Number Amount EFT Status
00000122/1 1,141.15 EFT Payment
00000122/2 491.35 EFT Payment
00000122/3 506.25 EFT Payment
646.80 EFT Payment
00000122/5 13.57 EFT Payment
00000122/6 10,415.00 EFT Payment
00000122/7 39,792.50 EFT Payment
00000122/8 154.88 EFT Payment
00000122/9 2,530.00 EFT Payment
00000122/10 58,722.03 EFT Payment
00000122/11 944.62 EFT Payment
00000122/12 2,802.00 EFT Payment
00000122/13 425,547.73 EFT Payment
00000122/14 107.25 EFT Payment
00000122/15 14,608.00 EFT Payment
00000122/16 7,560.35 EFT Payment
00000122/17 6,760.00 EFT Payment
00000122/18 232.03 EFT Payment
00000122/19 212.06 EFT Payment
00000122/20 731.00 EFT Payment
00000122/21 270.52 EFT Payment
00000122/22 63,649.02 EFT Payment
637,838.11
637,838.11
682,021.21
1,319,859.32
22 City of Placentia
Check register 06/18/2026
Name
V000087 MINERVA CHAVEZ
V002223 MERCURY EVENTS LLC
V002094 Z&K CONSULTANTS, INC
V002203 ADVANCED FIRE CONTROL
V001780 YORBA REGIONAL ANIMAL HOSPITAL
V001715 TURBO DATA SYSTEMS INC
V001606 SOUTHERN CALIFORNIA NEWS GROUP
V001732 US BANK PARS #6746022400
V001626 STATE FIRE TRAINING
V001626 STATE FIRE TRAINING
V001482 PRIORITY DISPATCH CORP
V001434 PCEA C/O NORTH ORANGE CO
V001396 ORANGE COUNTY EMPLOYEES ASSN
Memo
Damage Deposit Refund - Permit #R4600
Centennial 5k Medals
Epoxy Anchor Bolt Inspections - Old Town Facade Mi Casita In -Service Live Fire (IDLH) Training
K9 Medical Services - Enzo
May Parking Citation Services
Newspaper Publications for May 2026
PARS PE06/06/26 PD06/12/26
Firefighter 2 Certification
Firefighter 2 Certification
Course Training - Erika Bybee
PCEA PE06/06/26 PD06/12/26
OCEA PE06/06/26 PD06/12/26
V002228 ORANGE COUNTY CHIEFS OF POLICE AND SHERIFFS ASSOCIAT Brad Butts FY 26/27 Membership Dues V001338 MUNICIPAL EMERGENCY SERVICES INC
V001095 GOLDEN WEST COLLEGE
V001475 PREMIUM ROOFING SYSTEMS
V001075 GALLS LLC
V001067 FRANCHISE TAX BOARD
V001810 FIRST AMERICAN DATA TREE LLC
V000872 CITY OF ANAHEIM
V001794 COUNTY OF ORANGE
V001144 HOOTSUITE INC
V001812 TEMPORARY STAFFING PROFESSIONALS INC
V001029 FACTORY MOTOR PARTS
V000955 DEPARTMENT OF JUSTICE
V001794 COUNTY OF ORANGE
V002230 CONSUMER SERVICES ROOFING
V000747 AXIS GENERAL CONTRUCTION INC
V002229 ANDREW BERECZKY
Total
Thermal Imager and Carabiner Mount
PD Academy Registration - Sanchez
Roof Bond Refund: 122 Orange Grove Ave; Bond 30-26-077
Dispatch - Uniforms
FTB PE06/06/26 PD06/12/26
May 2026 Property Detail Reports
Traffic Signal Costs - 04/16/26 - 05/15/26
May OCATS Circuit Support
Social Media Scheduling Platform
Contract Temp for IT, Desktop Support Analyst
FY 25-26: Vehicle Repair Parts
May Livescan Processing
May AFIS Services
Roof Bond: 601 W Santa Fe Building K: Bond 30-25-162
May 2026 Monthly PM: Kraemer
C&D Bond Refund: 712 San Diego Ln: Bond 40-25-16
Amount
180.00
730.00
1,219.52
15,201.00
300.00
2,652.35
3,330.38
3,736.28
125.00
125.00
440.00
48.60 562.50
500.00
1,611.14
2,244.79
100.00
315.19
326.58
566.67
72.89 3,149.33
4,960.00
10,425.00
608.17
1,328.00
1,565.00
1,000.00
2,925.00
2,250.00
62,598.39
Document Number
137804
137803
137802
137801
137800
137799
137798
137797
137796
137795
137794
137793
137792
137791
137790
137789
137788
137787
137786
137785
137784
137783
137782
137781
137780
137779
137778
137777
137776
137775
Date
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
6/18/2026
23 City of Placentia
ACH/EFT Register 06/18/2026
Vendor
V000831 CALIFORNIA STATE DISBURSEMENT UNIT
V001007 EMPLOYMENT DEVELOPMENT DEPT
V001173 INTERNAL REVENUE SERVICE
V001325 MISSION SQUARE
V001752 WASHINGTON STATE DEPARTMENT OF SOCIAL Al
V001040 FIDELITY SECURITY LIFE INSURANCE/EYEMED
V001593 SO CAL GAS
V000829 CALIFORNIA PUBLIC EMPLOYEE'S RETIREMENT S'
V001481 PRINCIPAL LIFE
V000829 CALIFORNIA PUBLIC EMPLOYEE'S RETIREMENT S'
V000622 AMAZON CAPITAL SERVICES
V000691 ALLIANCE BUSINESS SERVICES INC
V002042 EMERGENCY AMBULANCE SERVICE, INC
V001169 INSIGHT PUBLIC SECTOR INC
V001805 ORACLE AMERICA INC
V001453 PLACENTIA FIREFIGHTERS ASSOCIATION
V001457 PLACENTIA POLICE MANAGEMENT
V001458 PLACENTIA POLICE OFFICERS ASSOCIATION
V000641 WELLS FARGO VENDOR FIN SERV
V000564 FABIAN VALDEZ
V000187 GARZA FRANK
V001120 HALO CONFIDENTIAL INVESTIGATIONS LLC
V002181 RUBEN RUBALCAVA LOPEZ
V000602 YAMAGUCHI JEREMY
Total
Date Memo Document Number Amount
6/18/2026 CHILD SUPP-CA PE06/06/26 PD06/12/26 2,024.28
6/18/2026 CA TAX PE06/06/26 PD06/12/26 48,319.86
6/18/2026 FED TAX PE06/06/26 PD06/12/26 142,163.31
6/18/2026 401A FIRE PE06/06/26 PD06/12/26 55,150.30
6/18/2026 CHILD SUPP-WA PE06/06/26 PD06/12/26 737.07
6/18/2026 March 2025 EyeMed 53,100.08
6/18/2026 So Cal Gas Charges April- May2026 52.62
6/18/2026 CALPERS PE05/23/26 PD05/29/26 156,382.12
6/18/2026 PRINCIPAL DENTAL - MAR 2025 25,918.20
6/18/2026 CALPERS PE05/09/26 PD05/15/26 156,125.59
6/18/2026 PW Maintenance Supplies - April 2026 00000124/1 7,922.63 6/18/2026 Fire Station 1 - Internet Fiber 00000124/2 733.68 6/18/2026 ALS - June 2026 00000124/3 61,666.67
6/18/2026 Additional M365 licenses 00000124/4 6,480.60
6/18/2026 ERP Software 00000124/5 420.00
6/18/2026 PFFA PE06/06/26 PD06/12/26 00000124/6 1,575.00 6/18/2026 PPMA PE06/06/26 PD06/12/26 00000124/7 1,216.74 6/18/2026 PPOA PE06/06/26 PD06/12/26 00000124/8 2,997.53 6/18/2026 Kyocera Printer Lease 00000124/9 7,027.31
6/18/2026 Reimbursement for meals for OTS Traffic Forum traininc 00000124/10 172.00 6/18/2026 Reimbursement for meals for OTS Traffic Safety Forum 00000124/11 172.00 6/18/2026 May/June PD Background Services 00000124/12 4,320.00 6/18/2026 Reimbursement for Meals and Mileage for Traffic Collisk 00000124/13 269.23 6/18/2026 Per Diem-ICA Summer Seminar July 9-12, 2026 00000124/14 301.00 735,247.82
Total ACH
Total EFT
Grand Total
639,973.43
95,274.39
735,247.82
EFT Status
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
24 Agenda Item No: 1.d
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 30, 2026
Submitted by: Joe Lambert
From: Development Services
Subject:
SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-10, AMENDING CHAPTER 23.23 OF THE PLACENTIA MUNICIPAL CODE RELATING TO DENSITY BONUS IN ACCORDANCE WITH STATE LAW (ZONING CODE AMENDMENT NO. ZCA 2026-03)
Financial Impact:
None.
Summary:
Approval of Zoning Code Amendment No. 2026-03 and adoption of Ordinance No. O-2026-10 will amend development standards and regulatory requirements in Title 23 ("Zoning") of the Placentia Municipal Code, Chapter 23.23 relating to Density Bonus in accordance with State law. Having local regulations consistent with State law is required and is also consistent with the City's adopted Strategic Goals.
The City's existing Density Bonus Ordinance, codified in Chapter 23.23 of the Placentia Municipal Code, was adopted in 2002. Since then, the State Density Bonus Law has been amended multiple times, rendering the City's Ordinance outdated and sometimes inconsistent with current State requirements. The proposed Ordinance brings the City Code consistent with State law and codifies that the City applies the most recent State Law in the review and approval of Density Bonus requests. First Reading of Ordinance No. O-2026-10 occurred on June 16, 2026.
Recommended Action:
It is recommended that the City Council:
1. Find that the recommended actions are exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the Public Resources Code, and the City of Placentia Local Guidelines for implementing CEQA; and
2. Waive full reading, by title only, and adopt Ordinance No. O-2026-10, an Ordinance of the City Council of the City of Placentia, California, amending Title 23, (Zoning) Chapter
23.23 (Density Bonus) of the Placentia Municipal Code in accordance with State law.
Strategic Plan Statement:
This item is in alignment with Strategic Goal No. 5, Organizational Excellence. Adoption of local Density Bonus regulations that are consistent with State law fosters organizational 25 excellence and creates transparency and accountability within the organization. It will also ensure the City is eligible for grants and other funding sources which require State -approved Density Bonus regulations.
Discussion:
The State of California enacted Government Code Section 65915 et seq., known as the State Density Bonus Law, to facilitate the development of affordable housing through the provision of density bonuses and related incentives. The City's existing Density Bonus Ordinance, codified in Chapter 23.23 of the Placentia Municipal Code, was adopted in 2002. Since then, the State Density Bonus law has been amended multiple times, rendering the City's Ordinance outdated and sometimes inconsistent with current State requirements. The proposed Ordinance brings the City Code consistent with State law and codifies that the City applies the most recent State Law in the review and approval of Density Bonus requests.
Updating Chapter 23.23 of the Placentia Municipal Code as it relates to Density Bonus regulations is identified as Program HE -1.11 in the City's State certified Housing Element, one of the required elements of the General Plan. Updating the Density Bonus Ordinance has been a goal of the City and is highly encouraged by the California Department of Housing and Community Development (HCD). To update the local regulations, the City needs to adopt a specific Ordinance for this purpose, which would override and supersede the current Density Bonus provisions of the Municipal Code. Failure to do so could place the City at risk of non- compliance with certain requirements of its Housing Element.
In response, the City has been actively working to achieve this goal utilizing REAP 2.0 funding via SCAG (Southern California Association of Governments). SCAG allocated REAP 2.0 funds to Placentia and hired WSP Consultants on behalf of the City. WSP has prepared a draft Density Bonus Ordinance as part of the REAP 2.0 scope of work.
The objectives of this Ordinance are to:
• Bring current local program in -line with today's California Government Code so the local regulations are easier to understand for applicants and staff • Adopt local regulations that will incentivize the development of affordable housing in areas of the City that are appropriate and zoned for said development.
An updated, compliant Density Bonus Ordinance helps to:
• Implement the State -certified Housing Element
• Achieve Prohousing status, City Council has adopted Resolutions authorizing staff to apply for Prohousing status in the recent past.
California Density Bonus Law increases development capacity, reduces development costs through incentives and flexibility, lowers parking requirements, drives affordable housing production through private development, and helps to implement the local Housing Element. A local Density Bonus Ordinance must be consistent with State Density Bonus law and cannot provide fewer benefits or impose conflicting requirements. However, it may provide additional incentives or greater density beyond State law requirements.
The amended Ordinance adds new section 23.23.060 Special Geographic Areas: which specifies that an additional 10% Local Area Bonus applies to parcels located within the designated geographic areas:
• Old Town Placentia
26 • TOD Packing House District
• Chapman Corridor Specific Plan Area
In addition, the amended Ordinance incorporates related California State Government Code(s) for clarity, and provides percentage tables and other refinements to aid readability.
This new chapter would explicitly reference Government Code Sections §§ 65915 et seq., providing a clear framework aligned with current State law. This approach minimizes the need for frequent municipal code updates due to legislative changes and offers clarity to both applicants and staff by ensuring that the most up-to-date State law governs the review and approval process for density bonus applications.
CEQA:
The proposed Zoning Code Amendment was reviewed by staff in accordance with the requirements of the California Environmental Quality Act ("CEQA"). The draft Ordinance was also evaluated by the Planning Commission. Based on that review, staff and the Planning Commission recommend that the City Council find that adoption of ZCA 2026-03 and Ordinance No. O-2026-10, is exempt from CEQA pursuant to the common sense exemption of CEQA Guidelines Section 15061(b)(3) which provides that CEQA does not apply where it can be seen with certainty that the project will not have any significant impacts on the environment.
CONCLUSION:
On May 12, 2026, the City of Placentia Planning Commission held a public hearing and recommended that the City Council adopt a CEQA Exemption for this item and recommended approval of ZCA 2026-03. First Reading of Ordinance No. O-2026-10 occurred on June 16, 2026 subsequent to City Council conducting a public hearing.
Financial Summary:
No immediate impact.
Attachments
1. Ordinance No. O-2026-10- Amending Title 23 (Zoning).docx
1.a. Exhibit A to Ord No. O-2026-10.docx
27 ORDINANCE NO. O-2026-10
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
PLACENTIA, CALIFORNIA, AMENDING TITLE 23
(ZONING) OF CHAPTER 23.23 (DENSITY BONUS) OF THE
PLACENTIA MUNICIPAL CODE IN ACCORDANCE WITH
STATE LAW
City Attorney's Summary
This Ordinance amends Title 23 (Zoning) Chapter 23.23 (Density Bonus) of the Placentia Municipal Code regarding density bonus regulations in accordance with state law.
WHEREAS, in 1992, the City Council added Chapter 23.23 to the Placentia Municipal Code adopting regulations in connection with density bonus; and WHEREAS, Chapter 23.23 was revised in its entirety in 2002 by Ordinance No. O- 2002-05; and
WHEREAS, since the adoption of Ordinance No. O-2002-05, the state has made numerous changes to density bonus laws and regulations; and WHEREAS, this current revision to Chapter 23.23 is to update the City's provisions and to be in line with state law regulations relating to density bonus projects; and WHEREAS, this Ordinance provides additional density bonus units over and above state law requirements for projects located in designated areas that are well -served by transit, infrastructure, and community amenities; and WHEREAS, on May 12, 2026, the Planning Commission of the City of Placentia held a duly noticed public hearing at which time it considered all evidence presented, whether written or oral; and
WHEREAS, after the close of the public hearing the Planning Commission recommended that the City Council adopt this Ordinance; and WHEREAS, on June 16, 2026, the City Council of the City of Placentia held a duly noticed public hearing at which time it considered all evidence presented, whether written or oral; and
WHEREAS, the City desires to amend its regulations to follow with state law and provide for additional incentives for density bonus projects located in designated areas that are well -served by transit, infrastructure, and community amenities.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. Title 23 (Zoning) Chapter 23.23 (Density Bonus) of the Placentia Municipal Code is hereby amended in its entirety and replaced with new Chapter 23.23 as set forth in Exhibit "A" attached hereto and incorporated herein by reference.
Ordinance No. O-2026-10
28 SECTION 2. CEQA. This Ordinance is exempt from CEQA under the common sense exemption of CEQA Guidelines section 15061(b)(3) which provides that CEQA does not apply where it can be seen with certainty that the project will not have any significant impacts on the environment. This Ordinance sets the framework for future projects involving density bonus, which will require separate CEQA analysis and as such, does not have a significant impact on the environment.
SECTION 3. Effective Date. This Ordinance shall take effect on the 31st day after adoption.
SECTION 4. Severability. If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this ordinance, or any part thereof is for any reason held to be unconstitutional, such decision shall not affect the validity of the remaining portion of this ordinance or any part thereof. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause or phrase thereof, irrespective of the fact that any one or more section, subsection, subdivision, paragraph, sentence, clause, or phrase be declared unconstitutional.
SECTION 5. Certification. The City Clerk shall certify the passage of this Ordinance and shall cause the same to be entered in the book of original ordinances of said City; shall make a minute passage and adoption thereof in the records of the meeting at which time the same is passed and adopted; and shall, within fifteen (15) days after the passage and adoption thereof, cause the same to be published as required by law, in a publication of general circulation.
INTRODUCED at a regular meeting of the City Council of the City of Placentia held on the 16th day of June 2026
PASSED, APPROVED AND ADOPTED this 30th day of June 2026.
Chad P. Wanke, Mayor
ATTEST:
Robert S. McKinnell, City Clerk
Ordinance No. O-2026-10
29 STATE OF CALIFORNIA
COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Ordinance was introduced at a regular meeting of the City Council of the City of Placentia, held on the 16th day of June 2026, and was finally adopted at a regular meeting held on the 30th day of June 2026, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
Exhibit A: Chapter 23.23 (Density Bonus) Of The Placentia Municipal Code Is Hereby Amended In Its Entirety And Replaced With New Chapter 23.23 Ordinance No. O-2026-10
30 EXHIBIT A:
CHAPTER 23.23 (DENSITY BONUS) OF THE PLACENTIA MUNICIPAL CODE IS
HEREBY AMENDED IN ITS ENTIRETY AND REPLACED WITH NEW CHAPTER
23.23:
Ordinance No. O-2026-10
Exhibit A
31 Chapter 23.23
AFFORDABLE HOUSING DENSITY BONUS
Sections
23.23.010 Purpose.
23.23.020 Definitions.
23.23.030 Application requirements.
23.23.040 Eligibility.
23.23.050 Density bonus.
23.23.060 Special geographic areas.
23.23.070 Application review process.
23.23.080 Density bonus agreement.
23.23.090 Density bonus calculations.
23.23.100 Development standards.
23.23.110 Density bonus for commercial development.
23.23.120 Interpretation.
23.23.010. Purpose.
In accordance with California Government Code Sections 65915, et seq., this Chapter specifies how compliance with State Density Bonus Law will be implemented. Specifically, the purpose of this Chapter is to provide density bonuses, incentives, concessions, and waivers of development standards for the production of housing for very low-, low-, and moderate -income households, senior households, provision of daycare facilities, student housing, and donations of land, and for other housing types as provided by state law. In enacting this Chapter, it is also the intent of the City to implement the goals, objectives, and policies of the City's Housing Element of the General Plan.
23.23.020. Definitions.
The definitions found in California Government Code Section 65915, as amended from time to time, ("State Density Bonus Law") shall apply to the terms contained in this Chapter. "Incentives" include "concessions" as defined in State Density Bonus Law.
23.23.030. Application Requirements.
A. An applicant for a "housing development" as defined in State Density Bonus Law shall be eligible for a density bonus and other regulatory benefits that are provided by State Density Bonus Law when the applicant seeks and agrees to provide housing as specified in Section 23.23.040, or successor provisions. The density bonus calculations shall be made in accordance with Section 23.23.050.
B. The granting of a density bonus, incentive, or concession, pursuant to this Chapter, shall not be interpreted, in and of itself, to require a general plan amendment, development code amendment, zone change, other discretionary approval, or the Exhibit A
Ordinance No. O-2026-10
32 waiver of a City ordinance or provisions of a City ordinance unrelated to development standards.
C. All requests for density bonuses, incentives, parking reductions, and waivers for a housing development shall be filed with and on a form provided by the Director of Development Services, or their designee, concurrently with the filing of the planning application for the first discretionary or ministerial permit required for the housing development, whichever permit is earliest. The applicant shall be informed whether the application is complete consistent with Government Code Section 65943.
D. The application shall include the required fee and the following minimum information:
1. For a requested density bonus.
a. Summary table showing the maximum number of dwelling units permitted by the zoning and general plan excluding any density bonus units, proposed affordable units by income level, proposed bonus percentage, number of density bonus units proposed, total number of dwelling units proposed on the site, and resulting density in units per acre.
b. Identification as to the which subparagraph of Government Code Section 65915(b)(1) the housing development qualifies for a density bonus and reasonable documentation demonstrating that the housing development is eligible for a bonus under that subparagraph. For housing developments that are located within the areas described in Section 23.23.060, the additional bonus in Section 23.23.060 applies.
c. Where the housing development is seeking an additional bonus, the subparagraph of Government Code Section 65915(v)(1) under which the housing development qualifies for an additional density bonus and reasonable documentation demonstrating that the housing development is eligible for the additional bonus under that subparagraph.
d. A tentative map or preliminary site plan, drawn to scale, showing the number and location of all proposed units, designating the location of proposed affordable units and density bonus units. e. The zoning and general plan designations and assessor's parcel number(s) of the housing development site.
f. A description of all dwelling units existing on the site in the five-year period preceding the date of submittal of the application, including Exhibit A
Ordinance No. O-2026-10
33 g.
whether occupied, vacant or demolished. Identify if any of the units have been rented in the five-year period and if subject to any form of rent control through a public entity's valid exercise of its police power, subject to a recorded covenant ordinance or law restricting rents to levels affordable to households of lower or very low income or occupied by lower or very low income households.
If dwelling units on the site are currently rented, income and household size of all residents of currently occupied units, if known, as well as the size and number of bedrooms for each of the units.
If any dwelling units on the site were rented in the five-year period but are not currently rented, the income and household size of residents occupying the dwelling units when the site contained the maximum number of dwelling units, if known, as well as the size and number of bedrooms for each of the units.
h. The phasing of the construction of the affordable housing units in relation to the nonrestricted units in the housing development. i. If a density bonus is requested for a land donation, the location of the land to be dedicated, proof of site control, and reasonable documentation that each of the requirements included in Government Code Section 65915 (g) can be met.
2. Requested incentives/concessions. Incentives or concessions are those defined by State Density Bonus Law. The number of incentives or concessions that may be requested shall be based upon the number the applicant is entitled to pursuant to State Density Bonus Law. The application shall include the following minimum information for each incentive or concession requested, shown on a site plan (if appropriate):
a. The City's usual regulation and the requested regulatory incentive or concession.
b. Except where mixed -use zoning is proposed as a concession or incentive, reasonable documentation to show that any requested incentive will result in identifiable and actual cost reductions to provide for affordable housing costs or rents.
c. If approval of mixed -use zoning is proposed, reasonable documentation that nonresidential land uses will reduce the costs of the housing development, that the nonresidential land uses are compatible with the housing development and the existing or planned development in the area where the proposed housing development will be located, and that mixed -use zoning will provide for affordable housing costs and rents.
Exhibit A
Ordinance No. O-2026-10
34 3. Requested waivers. For each waiver requested, the applicant shall include, shown on a site plan, and shown for each existing or proposed parcel (if applicable), the City's required development standard and the requested waiver of the specific development standard.
4. Parking reductions. If a housing development is eligible for a density bonus pursuant to State Density Bonus Law, the applicant may request an on -site vehicular parking ratio specified in Government Code Section 65915(p). An applicant may request this parking reduction in addition to the incentives and waivers permitted by paragraphs (2) and (3) of this subsection. The application shall include a table showing parking required by the zoning regulations, parking proposed under State Density Bonus Law, paragraph under Government Code Section 65915(p) (or other statute) under which the project qualifies for the parking reduction, and reasonable documentation that the project is eligible for the requested parking reduction.
5. Density bonus or incentive for a childcare facility in a housing development. The application shall include reasonable documentation that all of the requirements included in Government Code Section 65915(h) can be met.
6. Density bonus or incentive for a condominium conversion. The application shall include reasonable documentation that all of the requirements included in Government Code Section 65915.5 can be met.
23.23.040. Eligibility.
A. Except as set forth in subsection B, a housing development project shall be eligible for a density bonus and additional incentives, concessions, waivers or reductions of development standards, and parking ratios as set forth in this Section.
1. The City will grant one density bonus, the amount of which shall be specified in Section 23.23.050, to the applicant of a housing development when the applicant seeks and agrees to construct a housing development project that will, excluding any units permitted by the density bonus awarded pursuant to this Chapter, contain at least any one of the conditions defined by Government Code Section 65915(b)(1).
2. Land Donations. An applicant for a tentative subdivision map, parcel map, or other residential development approval that donates land to the City in accordance with Government Code Section 65915(g) shall be eligible for a density bonus in accordance with the terms and conditions of Government Code Section 65915(g).
3. Housing Development with Childcare Facility. An applicant that proposes to construct a housing development that conforms to the requirements of Exhibit A
Ordinance No. O-2026-10
35 subsection (A)(1) and that also includes a childcare facility that will be located on the premises of, as part of, or adjacent to the project shall be eligible for a density bonus in accordance with the terms and conditions of Government Code Section 65915(h).
B. Notwithstanding subsection A, an applicant that submits an application for housing development, including a planning entitlement or permit, shall be ineligible for a density bonus or any other incentive or concession under this Chapter if the housing development is proposed on a property that includes a parcel or parcels that contains: (1) rental dwelling units that are located, or, if the dwelling units have been vacated or demolished in the five-year period preceding the application, have been subject to a recorded covenant, ordinance, or law that restricts rents to levels affordable to persons or families of lower or very low income; (2) r subject to any other form of State or local rent or price control; or (3) units occupied by lower or very low-income households, unless the proposed housing development replaces those units, and either of the following applies:
1 The proposed housing development, inclusive of the units replaced pursuant to this Section, contains affordable units at the percentages set forth in Section 23.23.050(B).
2. Each unit in the development, exclusive of manager's unit or units, is affordable to, and occupied by, either a lower or very low-income household.
C. For purposes of this Section, "replace" shall mean either of the following:
1. If any dwelling units described in this Section are occupied on the date of application, the proposed housing development shall provide at least the same number of units of equivalent size to be made available at affordable rent or affordable housing cost to, and occupied by, persons and families in the same or lower income category as those households in occupancy. If the income category of the household in occupancy is not known, it shall be rebuttably presumed that lower income renter households occupied these units in the same proportion of lower income renter households to all renter households within the jurisdiction, as determined by the most recently available data from the United States Department of Housing and Urban Development's Comprehensive Housing Affordability Strategy database.
For unoccupied dwelling units described in subsection B in a development with occupied units, the proposed housing development shall provide units of equivalent size to be made available at affordable rent or affordable housing cost to, and occupied by, persons and families in the same or lower income category as the last household in occupancy. If the income category of the last household in occupancy is not known, it shall be rebuttably presumed that lower income renter households occupied these units in the Exhibit A
Ordinance No. O-2026-10
36 same proportion of lower income renter households to all renter households within the jurisdiction, as determined by the most recently available data from the United States Department of Housing and Urban Development's Comprehensive Housing Affordability Strategy database.
All replacement calculations resulting in fractional units shall be rounded up to the next whole number. If the replacement units will be rental dwelling units, the replacement units shall be subject to a recorded affordability restriction for at least 55 years in accordance with Government Code Section 65915(c)(1). If the proposed development is for -sale units, the units replaced shall be subject to Government Code Section 65915(c)(2).
2. If all dwelling units described in subsection B have been vacated or demolished within the five-year period preceding the application, the proposed housing development shall provide at least the same number of units of equivalent size as existed at the highpoint of those units in the five- year period preceding the application to be made available at affordable rent or affordable housing cost to, and occupied by, persons and families in the same or lower income category as those persons and families in occupancy at that time, if known. If the incomes of the persons and families in occupancy at the highpoint is not known, it shall be rebuttably presumed that low-income and very low income renter households occupied these units in the same proportion of low-income and very low income renter households to all renter households within the jurisdiction, as determined by the most recently available data from the United States Department of Housing and Urban Development's Comprehensive Housing Affordability Strategy database. All replacement calculations resulting in fractional units shall be rounded up to the next whole number. If the replacement units will be rental, the replacement units shall be subject to a recorded affordability restriction for at least 55 years in accordance with Government Code Section 65915(c)(1). If the proposed development is for -sale units, the units replaced shall be subject to Government Code Section 65915(c)(2).
D. Notwithstanding paragraphs (1) and (2), for any dwelling unit described in subsection A that is or was, within the five-year period preceding the application, or a rental unit subject to any other form of State or local rent or price control, and that is or was occupied by persons or families above lower income, replacement units must be made available at affordable rent or affordable housing cost to, and occupied by, low-income persons or families. If the replacement units will be rental dwelling units, these units shall be subject to a recorded affordability restriction for at least 55 years. If the proposed development is for -sale units, the units shall be replaced subject to Government Code Section 65915(c)(2).
E. For purposes of this Section, "equivalent size" means that the replacement units contain at least the same total number of bedrooms as the units being replaced.
Exhibit A
Ordinance No. O-2026-10
37 23.23.050. Density Bonus.
A. An eligible applicant under Section 23.23.040 may seek a density bonus in the amounts set forth in this Section and in accordance with the procedures set forth in Section 23.23.050. Applicants may request a lesser percentage of density increase than that which is available for housing development under this Section, including, but not limited to, no increase in density; however, the City shall not be required to similarly reduce the number of units required to be dedicated pursuant to this Section and Government Code Section 65915(b).
B. Determining Density Bonus Percentage. The number of density bonus units to be granted shall be determined as follows:
1. For housing developments that meet the criteria of Government Code Section 65915(b)(1)(A), the density bonus shall be calculated as follows:
Percentage Low -Income Units
10 11
12 13
14 15
16 17
18 19
20 21
22 23
24 Percentage Density Bonus
20 21.5
23 24.5
26 27.5
29 30.5
32 33.5
35 38.75
42.5 46.25
50 2. For housing developments that meet the criteria of Government Code Section 65915(b)(1)(B), the density bonus shall be calculated as follows:
Percentage Very Low -Income Units
5 6
7 8
Percentage Density Bonus
20 22.5
25 27.5
Exhibit A
Ordinance No. O-2026-10
38 Percentage Very Low -Income Units
9 10
11 12
13 14
15 Percentage Density Bonus
30 32.5
35 38.75
42.5 46.25
50 3. For housing developments that do not meet the criteria set forth in subsections 1 and 2, above, the density bonus shall be calculated as follows:
a. For housing developments that meet the criteria of Government Code Section 65915(b)(1)(C), the density bonus shall be 20% of the number of senior housing units.
b. For housing developments that meet the criteria of Government Code Section 65915(b)(1)(E), the density bonus shall be 20% of the number of the type of units giving rise to a density bonus under that paragraph.
c. For housing developments that meet the criteria of Government Code Section 65915(b)(1)(F), the density bonus shall be calculated as follows:
Percentage Very Low -Income Units
20 21
22 23
24 Percentage Density Bonus
35 38.75
42.5 46.25
50 d. For 100% Affordable Housing Projects or housing developments that meet the criteria of Government Code Section 65915(b)(1)(G), the following shall apply:
i. Except as otherwise provided in clause (ii), the density bonus shall be 80% of the number of units for lower income households. ii. If the housing development is located within one-half mile of a major transit stop or is located in a very low vehicle travel area in Exhibit A
Ordinance No. O-2026-10
39 a designated county, there shall be no maximum control on density.
4. For housing developments that meet the criteria of Government Code Section 65915(b)(1)(D), the density bonus shall be calculated as follows:
Percentage Moderate -Income Units
10 11
12 13
14 15
16 17
18 19
20 21
22 23
24 25
26 27
28 29
30 31
32 33
34 35
36 37
38 39
Percentage Density Bonus
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
29 30
31 32
33 34
Exhibit A
Ordinance No. O-2026-10
40 Percentage Moderate -Income Units
40 41
42 43
44 Percentage Density Bonus
35 38.75
42.5 46.25
50 5. Housing developments that meet the criteria of Government Code Section 65915(b)(1) are eligible for an additional density bonus as set forth in this subsection.
a. To be eligible for an additional density bonus, a housing development shall meet the following requirements:
i. The resulting housing development would not restrict more than 50% of the total units to moderate -income, lower income, or very low-income households;
ii. The housing development includes additional rental or for -sale units affordable to very low-income households or moderate - income households, and meets any of the following
requirements:
1. Conforms to the requirements of Government Code
Section 65915(b)(1)(A) and provides 24% of the total units to lower income households.
2. Conforms to the requirements of Government Code
Section 65915(b)(1)(B) and provides 15% of the total units to very low-income households.
3. Conforms to the requirements of Government Code
Section 65915(b)(1)(D) and provides 44% of the total units to moderate -income households.
b. For housing developments that meet the criteria above, the additional density bonus shall be calculated using one of the following tables:
Additional Percentage Density
Additional Percentage Very Low -Income Units Bonus
5 20
6 23.75
7 27.5
8 31.25
Exhibit A
Ordinance No. O-2026-10
41 Additional Percentage Density
Additional Percentage Very Low -Income Units Bonus
9 35
10 38.75
Additional Percentage Density
Additional Percentage Moderate -Income Units Bonus
5 20
6 22.5
7 25
8 27.5
9 30
10 32.5
11 35
12 38.78
13 42.5
14 46.25
15 50
b. The increase required by this subsection shall be in addition to any increase to density granted by Section 23.23.050(B)(1-4). c. The additional density bonus granted under this subsection shall be calculated using the number of units excluding any density bonus awarded by this Chapter.
6. An applicant for a tentative subdivision map, parcel map, or other residential development approval that donates land to the City in accordance with Government Code Section 65915(g) shall be entitled to a density bonus as provided by Government Code Section 65915(g).
7. All density calculations resulting in fractional units shall be rounded up to the next whole number. The granting of a density bonus shall not require, or be interpreted, in and of itself, to require a general plan amendment, zoning change, or other discretionary approval.
C. Calculating Base Density
1. In residential districts, the maximum allowable residential or base density shall be determined using dwelling units per acre. All base density calculations resulting in fractional units will be rounded up to the next whole number.
Exhibit A
Ordinance No. O-2026-10
42 2. Except as provided in subsection (3) below, in nonresidential districts which do not provide a dwelling -units -per -acre standard for density, the maximum allowable residential or base density shall be calculated by:
a. Estimating the realistic development capacity of the site based on the objective development standards applicable to the project, including, but not limited to, floor area ratio, site coverage, maximum building height and number of stories, building setbacks and stepbacks, public and private open space requirements, minimum percentage or square footage of any nonresidential component, and parking requirements, unless not required for the base project.
Parking requirements shall include considerations regarding number of spaces, location, design, type, and circulation. Applicants may provide a base density study which the City shall accept, provided that it includes all applicable objective development standards. b. Maintaining the same average unit size and other project details relevant to the base density study, except those development standards or requirements that may be modified by waiver or concession to accommodate the bonus units, in the proposed project as in the study.
c. All base density calculations resulting in fractional units will be rounded up to the next whole number.
3. Notwithstanding subsection (C)(2), for any housing development subject to tiered development standards, the maximum allowable residential density shall be based on the maximum number of units allowed for the selected tier in the zoning district. The maximum allowable residential or base density shall be calculated by:
a. Estimating the realistic development capacity of the site based on the objective development standards applicable to the project, including, but not limited to, floor area ratio, site coverage, maximum building height and number of stories, building setbacks and stepbacks, public and private open space requirements, minimum percentage or square footage of any nonresidential component, and parking requirements, unless not required for the base project.
Parking requirements shall include considerations regarding number of spaces, location, design, type, and circulation. Applicants may provide a base density study which the City shall accept, provided that it includes all applicable objective development standards. b. Maintaining the same average unit size and other project details relevant to the base density study, except those development standards or requirements that may be modified by waiver or Exhibit A
Ordinance No. O-2026-10
43 concession to accommodate the bonus units, in the proposed project as in the study.
23.23.060. Special Geographic Areas.
A. Purpose and Intent. The purpose of this Section is to implement localized housing incentives that further the City's General Plan and Specific Plan objectives by granting an additional density bonus in designated areas that are well -served by transit, infrastructure, and community amenities. The additional bonus established herein is intended to supplement, and shall be calculated in addition to, the density bonuses available under Section 23.23.050 and Government Code § 65915 et seq.
B. Applicability.
1. Qualifying Areas. The additional density bonus established by this Section applies only to parcels located within the following designated geographic areas, as each is delineated on maps adopted by City Council resolution and maintained by the Development Services Department:
a. Old Town Placentia (Chapter 23.112);
b. Transit -Oriented Development (TOD) Packing House District (Chapter 23.111); and
c. Chapman Corridor Specific Plan Area (Chapter 23.113).
C. Additional Local Density Bonus.
1. Amount. In addition to any density bonus calculated pursuant to Section
23.23.050, a housing development on a site located wholly within a designated geographic area listed in Subsection B(1) shall be entitled to an additional ten percent (10%) increase in residential density ("Local Area Bonus").
2. Stackability and Order of Operations.
a. The Local Area Bonus shall be applied after the base (maximum allowable) residential density is established under State law and local zoning, and after the State Density Bonus is calculated pursuant to Section 23.23.050.
b. The Local Area Bonus is additive to the State Density Bonus but does not alter State -law thresholds for incentives/concessions, waivers, or parking ratios, which shall continue to be governed by Government Code Section 65915 and Section 23.23.030.
3. Rounding. Fractional units resulting from application of the Local Area Bonus shall be rounded up to the next whole number, consistent with the Exhibit A
Ordinance No. O-2026-10
44 rounding method applied for the State Density Bonus under Section
23.23.050.
23.23.070. Application review process.
A. All requests under State Density Bonus Law shall be part of the planning application and shall be applied for, reviewed, and acted upon concurrently with the planning application by the approval body with authority to approve the development, within the timelines prescribed by California Government Code Section 65950 et seq. or other statute. Appeals of the planning application in accordance with the requirements of Section 23.93.050 shall include all requests under State Density Bonus Law if appeals are authorized for the discretionary or ministerial permit applied for.
B. To ensure that an application for a housing development conforms with the provisions of State Density Bonus Law, the staff report presented to the decision - making body shall state whether the application conforms to the following requirements of State Density Bonus Law, as applicable:
1. The housing development provides the housing required by State Density Bonus Law to be eligible for a density bonus and any incentives, parking reduction, or waivers requested, including housing required to replace units rented or formerly rented to very low- and low-income households as required by California Government Code Section 65915(c)(3).
2. If applicable, the housing development provides the housing required by State Density Bonus law to be eligible for an additional density bonus under Government Code Section 65915(v)(1).
3. If an incentive is requested, reasonable documentation has been presented showing that any requested incentive will result in identifiable and actual cost reductions to provide for affordable housing or costs or rents; except that, if a mixed -use development is requested, the application must instead meet all of the requirements of Government Code Section 65915(k)(2).
4. If a waiver is requested, the development standards for which a waiver is requested would have the effect of physically precluding the construction of the housing development at the densities or with the incentives permitted.
5. The housing development is eligible for any requested parking reductions under Government Code Section 65915(p) or other statute.
6. If the density bonus is based all or in part on donation of land, the requirements of Government Code Section 65915(g) have been met.
7. If the density bonus or incentive is based all or in part on the inclusion of a child care facility or condominium conversion, the requirements included in Exhibit A
Ordinance No. O-2026-10
45 Government Code Section 65915(h) or 65915.5, as appropriate, have been met.
C. The decision -making body shall grant an incentive requested by the applicant unless it makes a written finding, based upon substantial evidence, of any of the following:
1. The proposed incentive does not result in identifiable and actual cost reductions to provide for affordable housing costs, as defined in Health and Safety Code Section 50052.5; or for affordable rents, as defined in Health and Safety Code Section 50053; or
2. The proposed incentive would be contrary to state or federal law; or
3. The proposed incentive would have a specific, adverse impact upon the public health or safety or on any real property that is listed in the California Register of Historic Resources, and there is no feasible method to satisfactorily mitigate or avoid the specific adverse impact without rendering the housing development unaffordable to low- and moderate -income households. For the purpose of this subsection, "specific, adverse impact" means a significant, quantifiable, direct and unavoidable impact, based on objective, identified, written public health or safety standards, policies, or conditions as they existed on the date that the application for the housing development was deemed complete as defined in Government Code Section 65589.5.
D. The decision -making body shall grant the waiver of development standards requested by the applicant unless it makes a written finding, based upon substantial evidence, of any of the following:
1. The proposed waiver would be contrary to state or federal law; or
2. The proposed waiver would have an adverse impact on any real property listed in the California Register of Historic Resources; or
3. The proposed waiver would have a specific, adverse impact upon the public health or safety, and there is no feasible method to satisfactorily mitigate or avoid the specific adverse impact without rendering the housing development unaffordable to low- and moderate -income households. For the purpose of this subsection, "specific, adverse impact" means a significant, quantifiable, direct and unavoidable impact, based on objective, identified, written public health or safety standards, policies, or conditions as they existed on the date that the application for the housing development was deemed complete as defined in Government Code Section 65589.5.
E. If a child care center complies with the requirements of Government Code Section 65915(h), the decision -making body may deny a density bonus or incentive that is Exhibit A
Ordinance No. O-2026-10
46 based on the provision of child care facilities only if it makes a written finding, based on substantial evidence, that the City already has adequate child care facilities.
F. A request for minor modification of an approved density bonus housing plan may be granted by the Director of Development Services, or their designee, if the modification substantially complies with the original density bonus housing plan and conditions of approval. Other modifications to the density bonus housing plan shall be processed in the same manner as the original plan.
23.23.080. Density bonus housing agreement.
A. If a density bonus, incentive, parking reduction, or waiver is approved pursuant to this Chapter, the applicant shall enter into a binding affordable housing agreement or restrictive covenant, as described below, with the City, which sets forth the conditions and guidelines to be met in the implementation of State Density Bonus Law and that ensures compliance with all of the provisions of this Chapter and State Density Bonus Law. The agreement will also establish specific compliance standards and remedies available to the City upon failure by the applicant to comply with State Density Bonus Law, this Chapter, or the affordable housing agreement.
B. For rental projects, the applicant shall enter into an affordable housing agreement with the City, running with the land, in a form approved by the City Attorney, to be executed by the City Administrator, or their designee. The agreement shall require the continued affordability of all rental units that qualified the applicant for the receipt of the density bonus, incentive, waiver, or parking reduction for a minimum of fifty-five (55) years or a longer period of time if required by the construction or mortgage financing assistance program, mortgage insurance program, or rental subsidy program; shall identify the type, size and location of each affordable unit; shall specify the eligible occupants; shall specify phasing of the affordable units in relation to the market -rate units; and shall contain other relevant provisions approved by the City Attorney. Rents for the lower income density bonus units shall be set at an affordable rent as defined in State Density Bonus Law.
C. For for -sale projects, the applicant shall enter into an affordable housing agreement with the City, running with the land, in a form approved by the City Attorney, to be executed by the City Administrator, or their designee. The affordable housing agreement shall require that, the initial purchasers of those for - sale units that qualified the applicant for the receipt of the density bonus, incentive, waiver, or parking reduction are persons and families of very low, low or moderate income, as applicable. The agreement shall include an equity sharing agreement consistent with State Density Bonus Law, unless it is in conflict with the requirements of another public funding source or law. If any for -sale unit is not purchased by an income -qualified household within one -hundred eighty (180) days after the issuance of the certificate of occupancy, then the unit(s) must be Exhibit A
Ordinance No. O-2026-10
47 sold pursuant to a contract that satisfies the requirements of Revenue and Taxation Code Section 402.1(a)(10) to a qualified non-profit housing corporation as defined in State Density Bonus Law and that the units are offered at an affordable housing cost, as that cost is defined in Health and Safety Code Section 50052.5. and shall contain other relevant provisions approved by the City Attorney.
D. Where a density bonus, waiver or parking reduction is provided for a market -rate senior housing development, the applicant shall enter into a restrictive covenant with the City, running with the land, in a form approved by the City Attorney, to be executed by the Director of Development Services, or their designee, to require the housing development to be operated as "housing for older persons" consistent with state and federal fair housing laws.
E. The executed affordable housing agreement shall be recorded against the housing development prior to final map approval, or, where a map is not being processed, prior to issuance of building permits for the housing development, whichever is earliest. The affordable housing agreement shall be binding on all future owners and successors in interest.
23.23.090. Density bonus calculations.
A. In determining the total number of units to be granted, each component of any density calculation, including base density and bonus density, resulting in fractional units shall be separately rounded up to the next whole number.
B. When calculating the number of affordable units needed to qualify for a given density bonus, any fractions of affordable dwelling units shall be rounded up to the next whole number.
C. Except where a housing development is eligible for an additional bonus pursuant to Government Code Section 65915(v), each housing development is entitled to only one density bonus. If a housing development qualifies for a density bonus under more than one category, the applicant shall identify the category under which the density bonus is requested to be granted.
D. In determining the number of affordable units required to qualify a housing development for a density bonus pursuant to State Density Bonus Law, units added by a density bonus are not included in the calculations.
E. The applicant may elect to accept a lesser percentage of density bonus than the housing development is entitled to, or no density bonus, but no reduction will be permitted in the percentages of affordable units required by State Density Bonus Law. Regardless of the number of affordable units, no housing development shall be entitled to a density bonus greater than what is authorized under State Density Bonus Law.
Exhibit A
Ordinance No. O-2026-10
48 F. Nothing in this Chapter requires the provision of direct financial incentives from the City for the housing development, including, but not limited to, the provision of financial subsidies, publicly owned land, fee waivers, or waiver of dedication requirements. The City, at its sole discretion, may choose to provide such direct financial incentives.
23.23.100. Development standards.
A. Building permits and final inspections or certificates of occupancy shall be issued concurrently for the market rate units and for any affordable units that qualified the project for a density bonus, incentive, waiver, or parking reduction, so that the affordable units comprise the required percentage of total units.
B. Affordable units shall be comparable in exterior appearance and overall quality of construction to market rate units in the same housing development. Interior finishes and amenities may differ from those provided in the market rate units, but neither the workmanship nor the products may be of substandard or inferior quality as determined by the City.
C. To comply with fair housing laws, the affordable units shall contain the same proportional mix of bedroom sizes as the market -rate units. In mixed -income buildings, the occupants of the affordable units shall have the same access to the common entrances and to the common areas, parking, and amenities of the project as the occupants of the market -rate housing units, and the affordable units shall be located throughout the building and not isolated on one floor or to an area on a specific floor.
23.23.110. Density bonus for commercial development.
A. The following definitions shall apply to this Section 23.23.110:
1. "Commercial development" means a development project for nonresidential and nonindustrial uses.
2. "Commercial development bonus" means modification of development standards mutually agreed upon by the City and a commercial developer and provided to a commercial development eligible for such a bonus under subparagraph (C). Examples of a commercial development bonus include an increase in floor area ratio, increased building height, or reduced parking.
D. "Partnered housing agreement" means an agreement approved by the City between a commercial developer and a housing developer identifying how the commercial development will provide housing available at an affordable ownership cost or affordable rent. A partnered housing agreement may consist of the formation of a partnership, limited liability company, corporation, or other entity recognized by the state in which the commercial developer and the housing developer are each partners, members, shareholders, or other participants, or a Exhibit A
Ordinance No. O-2026-10
49 contract between the commercial developer and the housing developer for the development of both the commercial developer and the housing development.
B. When an applicant proposes to construct a commercial development and has entered into a partnered housing agreement approved by the City, the City shall grant a commercial development bonus mutually agreed upon by the developer and the City. The commercial development bonus shall not include a reduction or waiver in fees imposed on the commercial development to provide for affordable housing.
C. The partnered housing agreement shall include all of the following provisions:
1. The housing development shall be located either: (i) on the site of the commercial development; or (ii) on a site within the City that is within one- half mile of a major transit stop, as defined in Public Resources Code Section 21155, and is in close proximity to public amenities, including schools and employment centers.
2. At least thirty percent (30%) of the total units in the housing development shall be made available at an affordable ownership cost or affordable rent to low-income households, or at least fifteen percent (15%) of the total units in the housing development shall be made available at an affordable ownership cost or affordable rent to very low-income households.
3. The commercial development must agree either to directly build the affordable housing units, donate a site consistent with the requirements of Government Code Section 65915(g) for the development of the affordable housing units, or make a cash payment to the housing developer for the development of the affordable housing units.
D. An approved partnered housing agreement shall be described in the City's Housing Element annual report as required by Government Code Section 65915.7(k).
23.23.120. Interpretation.
If any portion of this Chapter conflicts with State Density Bonus Law or other applicable state law, state law shall supersede this Chapter. Any ambiguities in this Chapter shall be interpreted to be consistent with State Density Bonus Law. Statutory references in this ordinance include successor provisions.
Exhibit A
Ordinance No. O-2026-10
50 Agenda Item No: 1.e
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 30, 2026
Submitted by: Crystal Adams
From: Administrative Services
Subject:
9-1-1 ADVANCED LIFE SUPPORT EMERGENCY MEDICAL SERVICES
Financial Impact:
Expense $180,000 Fiscal Year 2026-27
Summary:
On July 1, 2020, the Placentia Fire and Life Safety Department began to provide emergency services to the residents of Placentia. In 2025, the City entered into a Professional Services Agreement with Emergency Ambulance Service, Inc. (Emergency) to provide 9-1-1 Advanced Life Support (ALS) services. The initial year has come to a conclusion, and staff is recommending that the City amend the contract for an additional one (1) year term, with the option for two additional one-year terms in order to protect the public health and safety of the community, while the City continues to work toward identifying a long term 9-1-1 / ALS Service plan for the City.
Recommended Action:
It is recommended that the City Council:
1. Approve a First Amendment to Professional Services Agreement with Emergency Ambulance Service, Inc. for the provision of 9-1-1 Advanced Life Support Services for a term of one (1) year in the amount of $180,000, with the option to extend for two (2) additional one-year terms; and
2. Authorize the Acting City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.
Strategic Plan Statement:
Strategic Goal No. 2: Public Safety, by providing a safe, family -friendly environment through proactive policing, efficient fire and emergency medical services, disaster preparedness, and strong community partnerships that protect residents, businesses, and visitors.
Discussion:
Emergency Services consist of paramedics who provide advance life support to our city Fire Department by treating and transporting complex medical emergencies. On July 1, 2020, the Placentia Fire and Life Safety Department began to provide emergency services to the residents of Placentia. In 2025, the City entered into a Professional Services Agreement with Emergency Ambulance Service, Inc. (Emergency) to provide 9-1-1 Advanced Life Support 51 (ALS) services. The initial year has come to a conclusion, and staff is recommending that the City amend the contract for an additional one (1) year term, with the option for two additional one-year terms in order to protect the public health and safety of the community, while the City continues to work toward identifying a long term 9-1-1 / ALS Service plan for the City.
Extending the agreement will ensure uninterrupted delivery of high -quality emergency medical response as the City evaluates the most effective and sustainable service model moving forward.
Financial Summary:
Per the proposed amendment, the annual payment to Emergency for these services will be $180,000 per year. In the event that the contract is extended and/or Emergency Ambulance participates in an RFP process for 9-1-1 Advanced Life Support Services, this amount may be adjusted in future years in accordance with costs incurred, and subject to the negotiations of the parties.
Attachments
Proposed 1st Amendment for Emergency Ambulance Service
2025_Emergency Ambulance Service, Inc. - 911-ALS Services Agreement.pdf 52 FIRST AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
WITH
EMERGENCY AMBULANCE SERVICE, INC.
This Amendment No. 1 ("Amendment") to Professional Services Agreement is made and entered into effective the 30th day of June, 2026, by and between the City of Placentia, a Charter City ("City") and Emergency Ambulance Service Inc., a California corporation ("Service Provider"). City and Service Provider are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties." A. Recitals.
(i) City and Service Provider entered into a Professional Services Agreement ("Agreement") dated April 15, 2025, through which Service Provider has been providing 9-1-1/ALS Services and transportation the City. A copy of the Agreement is incorporated herein by this reference, specifically including all exhibits thereto. All of the services, duties and obligations required to be performed by Service Provider in the Agreement are hereinafter collectively referred to as either the "Services" or the "9-1-1/ ALS Services"; (ii) The Parties now seek to amend the Agreement to extend the term up through June 30, 2029, to revise the total compensation, and otherwise clarify the scope of ALS services and transportation;
(iii) The City Council determines that this Amendment is necessary in order to protect the public health and safety of the community, while the City continues to work toward the establishment of a long term 9-1-1/ALS Services plan for the City; and (iii) All legal prerequisites to the making of this Amendment have occurred.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:
B. Amendment to Agreement.
1. Recitals. All of the recitals in the Agreement are restated herein.
2. Section 1.1 of the Agreement is hereby amended to read as follows:
1.1. Scope of Services. Service Provider shall provide to City all of the professional Services described in the Original Agreement, attached as Exhibit "D", and incorporating all exhibits to that Original Agreement, specifically including ALS services and ALS ambulance transportation services. The Scope of Services includes, but is not limited to, the Services described in Exhibit "D" of the Agreement, the City's Original Request for Proposals for 9-1-1 Advanced Life Support Emergency Medical Services, RFP No. 2018- 01 issued on December 20, 2018 (Exhibit "B"), including among other things the contract scope of work, and the Original Service Provider's Proposal (Exhibit "A").
53 Unless specifically stated herein to the contrary, all terms in this Agreement shall have the same meaning as in the Original Agreement.
3. Section 1.12 is hereby added to the agreement as follows:
1.12. Third Surge Ambulance. Service Provider shall maintain a third dedicated surge ambulance unit available to provide full ALS response and transportation services within the City. Service Provider will use all available resources to provide a third surge ambulance unit to respond and arrive within ten (10) minutes for a Code 3 response.
4. Section 2.1 of the Agreement is hereby amended to read as follows:
2.1 Compensation. Service Provider's total compensation shall not exceed One Hundred and Eighty Thousand Dollars ($180,000.00) per year of this Agreement. This amount will be payable at the rate of Fifteen Thousand Dollars ($15,000.00) per month.
Service Provider may request in writing a renegotiation of the annual compensation rate during any contract year after the first year, with at least 6 months notice prior to the end of the current term. Upon such request, the City agrees to negotiate in good faith, and the Service Provider may present relevant expense or budget information as necessary to support a reasonable adjustment to the compensation; provided, however, that the total increase from one year to the next shall not exceed 10%. In the event of a change or reduction in the Scope of Services by City, the parties shall negotiate in good faith any modifications to compensation that may be required as a result of the change.
Service Provider shall not receive any payments from the City for the performance of any services under this Agreement, unless specifically stated in this Agreement. All ALS reimbursement payments or revenue associated with this Agreement shall come exclusively from Service Provider's billing and collection of payment from patients and third -party payors for the performance of any services or provision of equipment or materials related to this Agreement.
As necessary, Service Provider shall enter into an agreement with the Orange County Exclusive Operating Area A 9-1-1 BLS ambulance transport service provider for billing services for the provision of collecting ALS reimbursement payments for service, unless otherwise indicated by City. City shall not permit any other parties to bill patients or third -party payors, for ALS emergency ambulance services and transportation provided by Service Provider with the exception of billing that may be done by ambulance providers authorized by the Orange County Health Care Agency to provide mutual aid.
Service Provider shall comply with all applicable laws governing billing and collection, including but not limited to laws and regulations applicable to patients covered by Medicare, Medicaid, and other public or private reimbursement programs.
5. Section 4.1 of the Agreement is hereby amended to read as follows:
4.1. Term. This Agreement shall commence on the Effective Date with service delivery to begin July 1, 2025, and continue for a period of 24 months, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. Starting on June 30, 2027, and each year thereafter on the same date, the Agreement will be automatically extended for another 12 month term, unless either party provides notice of
54 termination as authorized in Section 4.2 of this Agreement. In no event shall the term of this Agreement extend beyond June 30, 2029.
6. Section 4.2 of the Agreement is hereby amended to read as follows:
4.2. Notice of Termination.
A. Termination by City.
1) The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least sixty (60) days prior written notice to Service Provider. The termination date shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Service Provider shall immediately stop rendering services as of the termination date under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement. Notwithstanding anything stated herein to the contrary, City reserves the right to immediately terminate all or any part of the services provided under this Agreement, if City determines, in its sole and absolute discretion and for any reason, that the provision of those services may not be permissible under law. 2) If the Service Provider defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Service Provider fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement. 3) The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Service Provider, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
55 f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.
B. Termination by Service Provider. Service Provider shall have the right to terminate this Agreement upon providing City with at least 12 months prior written notice, prior to the end of then current 12 month term.
7. Except as specifically modified herein, all of the terms, conditions and provisions of the Agreement shall remain in full force and effect.
8. This Agreement, all amendments together with this Amendment No. 1 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representation, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 1 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.
9. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 1 and that such execution is binding upon the entity for which he or she is executing this document.
IN WITNESS WHEREOF, the Parties have caused Amendment No. 1 to the Professional Services Agreement to be executed as of the day and year first above written.
SERVICE PROVIDER CITY OF PLACENTIA
By: By:
Name Rosanna Ramirez,
Title Acting City Administrator
ATTEST:
By:
Robert S. McKinnell,
City Clerk
APPROVED AS TO FORM:
By:
Christian L. Bettenhausen,
City Attorney
56 PROFESSIONAL SERVICES AGREEMENT
CITY OF PLACENTIA
PROFESSIONAL SERVICES AGREEMENT
WITH
EMERGENCY AMBULANCE SERVICE, INC.
THIS AGREEMENT ("Agreement") is made and entered into this 15th day of April, 2025 ("Effective Date"), by and between the CITY OF PLACENTIA, a California charter city ("City"), and Emergency Ambulance Service Inc, a California corporation ("Service Provider").
WITNESSETH:
A. WHEREAS, an efficient and effective Emergency Medical Services (EMS) System is critically important to the safety, health and welfare of the public; and B. WHEREAS, City is the designated responsible Agency for the planning, implementation and evaluation of the City EMS System, and City has determined that all requests for 911 emergency medical services shall be met by ALS (Paramedic) equipped and staffed response vehicles; and
C. WHEREAS, pursuant to Health and Safety Code, Division 2.5, Section 1797.201 (Section 201), City has the authority to provide 9-1-1/Advanced Life Support Emergency Medical Services (9-1-1/ALS Services) within its jurisdiction, and has continuously provided those services in the same manner and scope without interruption since at least July 1, 1975; and
D. WHEREAS, pursuant to its rights under Section 201, and as a charter city, City reserves the right to contract for 9-1-1/ALS Services with any qualified public or private service provider; and
E. WHEREAS, the Service Provider shall be equipped and qualified to provide mutual and automatic aid to surrounding communities; and F. WHEREAS, on June 4, 2019, City entered into an agreement (Original Agreement) with Lynch EMS Inc. (Original Provider), as an independent service provider, for the purpose of providing 9-1-1/ALS Services in the City. A copy of the Original Agreement is attached as Exhibit D and is incorporated by this reference, and specifically incorporates all exhibits thereto. All of the services, duties and obligations, required to be performed by the Original Provider under the Original Agreement are hereinafter collectively referred to as either the "Services" or the "9-1-1/ ALS Services"; and G. WHEREAS, the Existing Contract for 9-1-1/ALS Services is due to expire on June 30, 2025, which expiration has created an urgent need to either negotiate an extension to the Original Agreement or find an alternate provider; and
G. WHEREAS, City made good faith efforts to meet with the Original Provider to negotiate an extension, but the parties were unable to reach an agreement. The offered extension would be substantially more expensive for the City and would minimize flexibility by requiring a longer contract term; and
H. WHEREAS, the urgent nature of the situation was exacerbated by the recent departure of the prior City Administrator and other factors, which have in turn clarified the need to re-examine the City's long term plan for 9-1-1/ALS Services; and WHEREAS, there is insufficient time to conduct a full RFP process prior to the expiration of the current contract; and
J. WHEREAS, City is currently engaged in its annual budgeting process, and is trying to determine how to address a long term structural deficit in a fiscally sustainable manner; and
K. WHEREAS, given the City's current financial limitations, together with the need to provide ongoing quality 9-1-1/ALS Services, the City Council needs additional time and flexibility in order to properly evaluate how 9-1-1/ALS Services should be provided in the City, and then to conduct an RFP; and
L. WHEREAS, Service Provider has offered to help provide 9-1-1/ALS Services on an urgency basis, at a reasonable cost, and with a flexible contract term that provides the City with the additional time and flexibility it needs to conduct a thorough evaluation; and
M. WHEREAS, Service Provider asserts that it has the appropriate experience, equipment, manpower and expertise to provide 9-1-1/ALS Services, and is willing to provide these Services at the same level and scope, and subject to the same terms and conditions, as are currently being provided under the Original Agreement between the City and the Original Provider; and
N. WHEREAS, City and Service Provider now desire to enter into this Agreement whereby Service Provider shall provide to City all of the same Services as set forth in the Original Agreement attached as Exhibit "D", incorporating all exhibits thereto, except as may be specifically stated herein to the contrary; and L. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:
1.0. SERVICES PROVIDED BY SERVICE PROVIDER
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1.1. Scope of Services. Service Provider shall provide all of the professional Services described in the Original Agreement, attached as Exhibit "D", and incorporating all exhibits to that Original Agreement. The Original Agreement specifically includes, but is not limited to, the Original Agreement itself (Exhibit "D"), the City's Original Request for Proposals for 9-1-1 Advanced Life Support Emergency Medical Services, RFP No. 2018- 01 issued on December 20, 2018 (Exhibit "B"), including among things the contract scope of work, and the Original Service Provider's Proposal (Exhibit "A").
Unless specifically stated herein to the contrary, all terms in this Agreement shall have the same definition and meaning as in the Original Agreement,
1.2. Professional Practices. All professional services to be provided by Service Provider pursuant to this Agreement shall be provided by personnel experienced and licensed in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional EMS Providers in similar fields and circumstances in accordance with sound professional practices, legal requirements and regulatory licensure requirements. Service Provider also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Service Provider's performance of this Agreement.
Service Provider shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Service Provider shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Service Provider to comply with this section.
1.3. Performance to Satisfaction of City. Service Provider agrees to perform all the work to the complete satisfaction of the City as prescribed in the scope of work in the City's RFP for these services, Service Provider's Proposal, and within hereinafter specified. The specific performance standards and penalties for not achieving those standards are also outlined in the RFP scope of work. Evaluations of the work will be done by the City Administrator or his or her designee.
1.4. Warranty. Service Provider warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement.
Service Provider shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above -mentioned laws, which may be incurred by reason of Service Provider's performance under this Agreement.
1.5. EMS Deployment Reporting. The City understands the dynamic nature of EMS deployment strategies and posting of EMS resources to ensure fast and effective PSA/Emergency Ambulance Services Inc.
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responses to emergencies to meet required performance standards. Service Provider shall provide the City with a monthly report showing where EMS resources are posted and adjusted in response to changes in call volume and locations.
1.6 Annual Paramedic Licensure Confirmation. Service Provider shall provide evidence of current Iicensures and County accreditation for each paramedic employed by Service Provider providing 9-1-1/ALS EMS in the City of Placentia on an annual basis.
1.7 Mutual and Automatic Aid. Service Provider shall in accordance with the California Emergency Services Act, as well as Orange County Emergency Medical Services Agency Policy #900.00 — Multi -Casualty Incident Response Plan, enter into agreements with surrounding agencies and the City for responding to requests for mutual and/or automatic aid to neighboring communities.
1.8. Non-discrimination. In performing this Agreement, Service Provider shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code, including the exceptions enumerated therein. Such actions shall include, but not be limited to the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Service Provider agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non- discrimination clause.
Service Provider shall, in all solicitations and advertisements for employees placed by, or on behalf of Service Provider, state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Service Provider shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
1.9. Exclusive Agreement. Service Provider acknowledges that the City is awarding this agreement on an exclusive basis and shall be the only Service Provider contracted by the City to provide these services.
1.10. Delegation and Assignment. The duties set forth herein shall not be delegated, assigned, or subcontracted to any person or entity without the prior written consent of City. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Service Provider may engage with City consent during the term of this Agreement.
1.11. Confidentiality. Employees of Service Provider in the course of their duties may have access to financial, accounting, statistical, and personal health data of private PSA/Emergency Ambulance Services Inc.
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individuals. Service Provider covenants that all data, documents, discussion, or other information developed or received by Service Provider or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Service Provider without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement.
Service Provider's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Service Provider's total compensation shall not exceed Seven Hundred and Forty Thousand Dollars ($740,000.00) in Year 1 of the agreement.
For any extension, the annual compensation beginning in Year 2 and subsequent years thereafter may be increased by the Consumer Price Index for all Urban Consumers for the Los Angeles -Long Beach -Anaheim area published by the United States Department of Labor, Bureau of Statistics (Index) which is published for the month immediately preceding the adjustment date (Adjustment Index), by a maximum of 3%, whichever is lower. The Adjustment Index shall be compared to the Index which was published for the date immediately preceding the beginning of the first twelve (12) month period (Beginning Index). The 12 -month period shall be July 1 to June 30 each year this agreement is in effect. Notwithstanding the foregoing, Service Provider may request in writing a renegotiation of the annual compensation rate during any contract year after the first year, with at least 6 months notice prior to the end of the current term. Upon such request, the City agrees to negotiate in good faith, and the Service Provider may present relevant expense or budget information as necessary to support a reasonable adjustment to the compensation; provided, however, that the total increase from one year to the next shall not exceed 10%.
Service Provider shall not receive any payments from the City for the performance of any services under this Agreement unless specifically stated in this Agreement. All ALS reimbursement payments or revenue associated with this Agreement shall come exclusively from Service Provider's billing and collection of payment from patients and third -party payors for the performance of any services or provision of equipment or materials related to this Agreement.
Service Provider shall be required to enter into an agreement with the Orange County Exclusive Operating Area A 9-1-1 ambulance transport service provider for billing services for the provision of collecting ALS reimbursement payments for service, unless otherwise indicated by City. City shall not permit any other parties to bill patients or third -party payors, for ALS emergency ambulance services provided by Service Provider with the exception of billing that may be done by ambulance providers authorized by the Orange County Health Care Agency to provide mutual aid during a multi -casualty incident (MCI) or disaster. Service Provider shall comply with all applicable laws governing billing and collection, including but not limited to laws and regulations applicable to patients covered by Medicare, Medicaid, and other public or private reimbursement programs.
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2.2. Additional Services. Service Provider shall not receive compensation for any services provided outside the scope of services specified in this Agreement, or which are inconsistent with or in violation of the provisions of this Agreement, unless the City, prior to Service Provider performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.
Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee negotiated between both parties shall be paid to the Service Provider for such additional services.
2.3. Method of Billing. Service Provider shall submit an invoice to the City for approval monthly. Said invoice shall be based on 12 equal monthly payments of the total annual compensation amount allowed under this agreement. City shall pay Service Provider's invoice within thirty (30) days from the date City receives said invoice. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" on a separate invoice line -item.
2.4. Records and Audits. Records of Service Provider's services and all revenues collected relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City for auditing purposes. City shall call for an independent bi-annual audit of all revenues collected under this agreement, and new revenue sources collected as a result of this agreement, throughout the duration of the agreement including any term extensions. City shall have the right to analyze Service Provider's revenues and operational expenses at mutually convenient times.
3.0. TIME OF PERFORMANCE
3.1. Commencement of Work. The professional services to be performed pursuant to this Agreement shall commence on July 1, 2025, so that there is no gap in the provision of Services. Said services shall be performed in strict compliance with the contract scope of work approved by City as set forth in Exhibit "A."
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date with service delivery to begin July 1, 2025, and continue for a period of 12 months, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. One 12 month term extension is available, and may be exercised by the City in its sole and absolute discretion. City shall submit written notice of its decision to extend the Agreement no later than April 1, 2026.
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least sixty (60) days prior written notice to Service Provider. The termination date shall be PSA/Emergency Ambulance Services Inc.
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deemed effective upon receipt of the notice of termination. In the event of such termination, Service Provider shall immediately stop rendering services as of the termination date under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.
If the Service Provider defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Service Provider fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Service Provider, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.
4.3. Compensation. In the event of termination, City shall pay Service Provider for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. City shall not be liable for any claim of lost profits.
4.4. Documents. In the event of termination of this Agreement, all documents prepared by Service Provider in its performance of this Agreement shall be provided to the City.
5.0. INSURANCE
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5.1. Minimum Scope and Limits of Insurance. Service Provider shall obtain, maintain, and keep in full force and effect during the life of this Agreement all the following minimum scope of insurance coverages with an insurance company admitted to doing business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO form #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than Five Million Dollars ($5,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Service Provider maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Service Provider. The policy shall not have a deductible or self -retention provision in excess of an amount that has been pre -approved by the City. (b) Business automobile liability for owned vehicles, hired, and non - owned vehicles, with a policy limit of not less than Five Million Dollars ($5,000,000.00), combined single limits, each incident for bodily injury and property damage. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be two times the required occurrence limit. If Service Provider maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Service Provider. The policy shall not have a deductible or self -retention provision in excess of an amount that has been pre -approved by the City.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Service Provider. Service Provider agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers and officials, agents, employees, and volunteers for losses arising from work performed by Service Provider for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.
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Before execution of this Agreement by the City, the Service Provider shall file with the City's Contract Manager the following signed certification:
I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self- insurance before commencing any of the work.
The Service Provider shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the City's Contract Manager before execution of this Agreement by the City. The City, its officers and officials and employees shall not be responsible for any claims in law or equity occasioned by failure of the Service Provider to comply with this section.
(d) Medical Professional Liability with limit no less than $2,000,000 per occurrence and $6,000,000 aggregate. If coverage is written on a claims made basis, the Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
Insurance must be maintained, and evidence of insurance must be provided for at least three (3) years after completion of the contract of work. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of three (3) years after completion of contract work. A copy of the claims reporting requirements must be submitted to the City for review.
Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Service Provider under this Agreement are adequate to protect Service Provider. If Service Provider believes that any such insurance coverage is insufficient, Service Provider shall provide, at its own expense, such additional insurance as Service Provider deems adequate.
5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees,. and volunteers are additional insureds with respect to: liability arising PSA/Emergency Ambulance Services Inc.
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out of activities performed by or on behalf of the Service Provider pursuant to its contract with the City; products and completed operations of the Service Provider; premises owned, occupied or used by the Service Provider; automobiles owned, leased, hired, or borrowed by the Service Provider."
(b) Notice: "Service Provider shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Service Provider shall forthwith obtain and submit proof of substitute insurance.
Should Service Provider fail to immediately procure other insurance, as specified, to substitute for any canceled or altered policy, the City may procure such insurance at Service Provider's sole cost and expense."
(c) Other insurance: "The Service Provider's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy." (d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers. (e) The Service Provider's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self -insured retention to provide such coverage, the amount of such deductible or self -insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such City - approved deductible or self -insured retention.
5.4. Certificates of Insurance. Service Provider shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "C", and are incorporated herein by this reference.
5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which PSA/Emergency Ambulance Services Inc.
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Service Provider may be held responsible for payments of damages to persons or property.
6.0. GENERAL PROVISIONS
6.1. Entire Agreement. This Agreement and its Exhibits constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.
6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.
Service Provider shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Service Provider called for by this Agreement, except as otherwise expressly provided in this Agreement.
6.3. Contract Managers. City shall designate a Contract Manager to work directly with Service Provider in the performance of this Agreement. It shall be the Service Provider's responsibility to assure that the Contract Manager is kept informed of the progress of the performance of the services and the Service Provider shall refer any decision, which must be made by City, to the Contract Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Manager.
Service Provider shall designate a Management Contact who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be changed by Service Provider without the express written approval by the City. Service Provider or its Management Contact shall attend and assist in all coordination meetings called by City.
6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service.
Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.
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IF TO SERVICE PROVIDER: IF TO CITY:
Emergency Ambulance Service Inc., City of Placentia
401 E. Chapman
Placentia, CA 92870
Tel: ( ) Tel: (714) 993-8171
Fax: ( ) Fax: (714) 528-4640
Attn: Attn: Rosanna Ramirez
6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.
6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Service Provider agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assignment. Service Provider shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Service Provider's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Service Provider of Service Provider's obligation to perform all other obligations to be performed by Service Provider hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Service Provider shall defend, indemnify and hold City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner which actually or allegedly arise out of or are incident to any alleged acts, omissions, negligence or willful misconduct of Service Provider, its officials, officers, employees, agents, and subcontractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages and attorney's fees and other related costs and expenses except where caused by the active negligence, sole negligence, or willful misconduct of City its officials, officers, employees, volunteers and agents. Service Provider shall defend, at Service Provider's own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, officials, officers, employees, volunteers and agents. Service PSA/Emergency Ambulance Services Inc.
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Provider shall pay and satisfy any judgment, award or decree that may be rendered against City or its officials, officers, employees, volunteers and agents, in any such suit, action or other legal proceeding. Service Provider shall reimburse City and its officials, officers, employees, volunteers and/or agents, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Service Provider's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by City, its officials, officers, employees, volunteers and agents.
6.9. Independent Contractor. Service Provider is and shall be acting at all times as an independent contractor and not as an employee of City. Service Provider shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Service Provider or any of Service Provider's employees, except as set forth in this Agreement. Service Provider shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Service Provider shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Service Provider and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Service Provider shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement.
Service Provider further agrees to indemnify and hold City harmless from any failure of Service Provider to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Service Provider under this Agreement any amount due to City from Service Provider as a result of Service Provider's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Service Provider or any employee, agent, or subcontractor of Service Provider 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 City, Service Provider shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Service Provider or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Service Provider and any of its employees, agents, and subcontractors 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 City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
PSA/Emergency Ambulance Services Inc.
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6.11. Cooperation. In the event any claim or action is brought against City relating to Service Provider's performance or services rendered under this Agreement, Service Provider shall render any reasonable assistance and cooperation which City might require.
6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Service Provider or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Service Provider agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Service Provider. Service Provider shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City.
6.13. Public Records Act Disclosure. Service Provider has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Service Provider, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.). Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Service Provider informs City of such trade secret, and records relating to provision of medical aid and assistance to any individual under such individual's State and Federal rights of privacy and the provisions of the Health Insurance Portability and Accountability Act of 1996. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret or personal health records. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret or personal health records including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.
6.14. Conflict of Interest. Service Provider and its officers, employees, associates and City -approved subcontractors, if any, will comply with all conflict of interest statutes of the State of California applicable to Service Provider's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Service Provider and its officers, employees, associates and City -approved subcontractors shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Service Provider is not currently PSA/Emergency Ambulance Services Inc.
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performing work that would require Service Provider or one of its officers, employees, associates or City -approved subcontractors to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
6.15. Responsibility for Errors. Service Provider shall be responsible for its work and results under this Agreement. Service Provider, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Service Provider occurs, then Service Provider shall, at no cost to City, provide all actions to the sole satisfaction of City and to participate in any meeting required with regard to the correction.
6.16. Prohibited Employment. Service Provider will not employ any regular employee of City while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable:
a. This Agreement;
b. Exhibit D: Original Agreement between City and Original Provider; c. Exhibit A: Original Provider's Proposal (Lynch EMS Inc.); d. Exhibit B: City's Request for Proposals.
6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Service Provider and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.
6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.
6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no PSA/Emergency Ambulance Services Inc.
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presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.
6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement. For amendments affecting administrative business operations not related to overall service levels, compensation or performance standards, those may be approved administratively by the City Administrator. For amendments affecting compensation, performance standards or service levels, those must be approved by the City Council.
6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
6.24. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
6.27. Recitals Incorporated. All of the recitals to this Agreement are incorporated into the Agreement by this reference.
6.28 Modifications to Exhibit B (RFP). The following changes or clarifications shall be made to requirements set forth in Exhibit B (City's Original Request for Proposals):
1. Page 7 of 86, the contract term shall be as stated in this Agreement.
PSA/Emergency Ambulance Services Inc.
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2. Page 17, 3rd paragraph. City will not be providing fuel or vehicle registration to Service Provider.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.
CITY OF PLACENTIA,
A charter city
Thomas R. Hatch, Interim City Administrator
ATTEST:
giej 1141f--1"(
Robert S. McKinnell
City Clerk and ex -officio Clerk
of the City of Placentia
SERVICE PROVIDER
Paul, Scaviaraw(,
Signature
Emergency Ambulance Service Inc.
Paul scarborough
President & CEO
Name and Title
95-3175162
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Date:
Christian L. Bettenhausen, City Attorney
Date:
4/10/2025
Date:
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'1 /Q4.1,2.5
PSA/Emergency Ambulance Services Inc.
APPROVED AS TO INSURANCE:
APPROVED AS TO CONTENT:
nna Ramirez, R. anagement
Ros na Ramirez, Contra f , nager
Date: P1 -3‘' -2c -
Date:
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PSANEmergency Ambulance Services Inc.
EXHIBIT A
ORIGINAL PROVIDER'S PROPOSAL AND SCOPE OF WORK
(Original Lynch EMS, Inc. Proposal)
PSA/Emergency Ambulance Services Inc.
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PROPOSAL
City of Placentia
9-1-1 Advanced Life Support
Emergency Medical Services
RFP No. 2018-01
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
EXECUTIVE SUMMARY
Lynch EMS is honored to present this proposal to the City of Placentia to serve as thc City's 9-1-1 exclusive Advanced Life Support (ALS) emergency medical services (EMS) provider. The City has recognized the need for a new and innovative model to serve its residents, and its leadership, in a way that is cost effective, sustainable, and ensures that its 9-1-1 EMS responses are provided by an experienced ALS service provider who is dedicated to rapid and safe response times, superior patient care and satisfaction, and to the ongoing development of the EMS system through community health projects, public services, and close interaction with thc City's leadership. The following proposal describes a service model that shows in detail why Lynch EMS will be Placentia's most cost-effective and sustainable choice for EMS services, and that our organization has extensive, relevant experience providing ALS services to the County of Orange. Lynch EMS paramedics and leadership are committed to the core values of Respect, Integrity, Compassion, and Excellence: values that have guided our organization since 1986. We will serve the community of Placentia in all aspects of our operation as we have served the community of Orange County - with superior medical care, unwavering professionalism, and a dedication to the development and implementation of evidence -based practices that reflect our passion for providing top -tier emergency medical care. The State of Calilhrnia contains 57 unique counties. In 2018, Orange County was ranked 6th in health care by the Robert Wood Jobnson Foundation's County Health Rankings & Roadmaps. Lynch EMS is proud to serve in a top -ranked healthcare system and we will continue to learn and grow as we work toward further improving an already impressive systcm. We are excited to work with the City of Placentia as your 9-1-1 ALS service provider to achieve this important goal.
The City of Placentia has utilized fire departments for the services outlined in this Request for Proposal for many years. Although this EMS model is common within the County of Orange, it is not common throughout the State of California and the rest of the country. Our proposal outlines thc proven experience and clinical excellence of our organization and of the paramedics whom we employ. The quality of service we provide to our customers meets or exceeds that of other providers in the County. When we became the first private ALS provider in the County of Orange in 2013, we made a commitment to provide the highest standard of clinical excellence and customcr service to our community. We make this same commitment to the City of Placentia.
Lynch EMS, founded by Walter M. and Nancy Lynch with their son, Walter J. Lynch, is a Lynch EMS Proposal to RFP No. 2018-01 Prepared for the City of Placentia I February 27, 2019` Page 1
Lnuiera
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
family -owned business. We are proud of our compelling history of providing quality, customer - centered care and transportation to the people we serve. From a family of five running calls with two ambulances, the company has grown to provide care and transportation throughout Orange County and parts of Los Angeles and Riverside Counties. Our roots in Orange County go back to 1986 when we first began operations. The business has grown, matured, and progressed to meet the needs of the County. Lynch EMS has performed under contract with many health care facilities throughout the County, becoming a prominent provider in thc local healthcare delivery system. For more than l 8 ycars, Lynch EMS has served as the exclusive medical transport provider for thc Children's Hospital of Orange County (commonly referred to as CHOC Children's Hospital), providing over 40,000 critical care transports. We arc entrusted with transporting and working alongside some of the finest pediatric doctors, nurses, and respiratory therapists in the country.
Lynch EMS's headquarters is located at 2950 E. La Jolla Street, Anaheim, CA 92806, just 700 feet from the City limits of Placentia. Our 20,000 square foot building houses our fleet, fleet maintenance center, dispatch center, administrative offices, and training facilities. Our close proximity to the City of Placentia will allow for immediate support of 9-1-1 operations.
Additionally, our current IFT-ALS program allows the ability to make additional resources available to the City of Placentia for backup services to ensure that response time standards are mct and to limit the need for mutual aid requests, which could delay timely care to the residents of the City.
Lynch EMS has been instrumental in advancing Orange County's EMS program. In 2013, Lynch EMS was invited by the Orange County Emergency Medical Services (OCEMS) agency to host a pilot study evaluating thc feasibility and efficacy of an lnterfacility Transport -Advanced Life Support (IFT-ALS) program. We were honored to accept this.challenge with a deep sense of responsibility. The pilot program was dcsigned to provide policy makers with key data to make an informed decision about whether a change in Orange County's medical transport policies was in the best interest of patients and the County's medical services as a whole. Lynch EMS provided paramedic level IFT-ALS transport services, compiling the necessary data for system administrators to contemplate widespread changes in local protocols. The findings of the study were highly successful and supported the licensing of private service paramedics to facilitate IFT- ALS transports.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City ofPlacentia I February 27, 20191 Page 2
Dams *
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Since this pilot study in 2013, Lynch EMS has increasingly become a proven partner with Orange County in providing breakthrough studies through a collaborative process, resulting in growth and expansion of the IFT-ALS paramedic scope of practice. Lynch EMS has been instrumental in pursuing — and successfully securing — the addition of Intravenous (IV) Pumps, Automated Transport Ventilators, and more to the Orange County IFT-ALS paramedic advanced scope of practice. Our ability to assist OCEMS in expanding the paramedic scope of practice could only be achieved through us meeting or exceeding the clinical standards established by the Orange County Medical Director and through our commitment to providing a transparent and seamless data exchange, demonstrating our dedication to continuous process improvement and clinical excellence.
Our core values are the cornerstone of our company's culture. They guide us in how we treat our patients, our customers, and each other. We apply these values in our everyday activities to choose a course of action, evaluate decisions, and help guide thc development of our employees. • Respect: For all people; our patients; their families; our customers; our colleagues in the medical professions; our paramedics, EMTs, and staff; and for one another • Compassion: Always being mindful of another person's feelings and concerns, acting with the same level of care we would extend to our family • Integrity: Always choosing to do the moral and ethical "right thing," and always examining our actions to he certain we demonstrate integrity in all our actions • Excellence: Providing uncompromising service quality through commitment, efficiency, and accountability
These values will be the backbone of our commitment to the City of Placentia and its residents.
Lynch EMS is fully capable and prepared to fulfill thc requirements set forth in the scope of work. This proposal, respectfully submitted to the City of Placentia, directly and concisely outlines our response to all facets of the RFP and our commitment to quality, the community, and thc advancement of pre -hospital emergency medicine in the counties and cities we serve.
Lynch EMS Proposal to RFP No, 2018-01 I Prepared for the City of Placentia I February 27, 2,0191 Page 3
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 4
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
TABLE OF CONTENTS
BINDER #1- NARRATIVE Page #
1. COMPLETENESS OF RESPONSE TO RFP / SIGNATURE PAGE 7
2, PROPOSER'S EMS QUALIFICATIONS 9
3. PROPOSER'S FINANCIAL STABILITY 19
4. OUTSTANDING / PENDING LITIGATION 23
5, CURRENT CONTRACTS IN GOOD STANDING 25
6. GOVERNMENTAL COMPLIANCE REQUIREMENTS 27
7, ALS SERVICE PROVIDER REIMBURSEMENT REVENUE 29
8, EMS FIRST -RESPONDER FEES 31
9. EMS SUBSCRIPTION PLAN 33
10. CITY'S INTENT FOR A ZERO -SUBSIDY EMS SERVICES MODEL 35 1 1. PERFORMANCE GUARANTEE BOND REQUIREMENTS 39
12. DISPATCH SERVICE 41
13. DESIRED SERVICE LEVEL 45
14. ADMINISTRATIVE AND SUPPORT SERVICES 49
15. PERSONNEL STANDARDS, LICENSURE, CERTIFICATION AND TRAINING 51
16. OPERATIONAL DESIGN 67
17. RESPONSE TIME PERFORMANCE 69
18. PATIENT CARE REPORTING AND DATA SUBMISSION 77
19. CONTINUOUS QUALITY IMPROVEMENT PLAN 79
20. CLINICAL AND OPERATIONAL BENCHMARKING 83
21. CLINICAL LEVELS AND STAFFING REQUIREMENTS 93
22, WORK SCHEDULES AND HUMAN RESOURCES PRACTICES 95
Lynch EMS Proposal to RFI' No. 2018-0I E Prepared for the City of Placentia [ February 27, 2019[ Page 5
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
23. REGULAR REPORTING AND BILLING REQUIREMENTS TO THE CITY 97
24. START-UP PLAN 99
25. INSURANCE AND INDEMNIFICATION REQUIREMENTS 103
26, PROPOSAL REPRESENTATIONS 105
27. PROPOSER'S REFERENCES 107
28. PROPOSED OPERATING BUDGET 109
EXHIBIT B - PROPOSER'S PROPOSED EMS SERVICE FEES 111
EXHIBIT C DEBARMENT AND SUSPENSION CERTIFICATION 113
EXHIBIT D - EX PARTE COMMUNICATION BAN CERTIFICATION 115 EXHIBIT E - ADDENDA ACKNOWLEDGEMENT FORM 121
EXHIBIT G - PROPOSER'S REFERENCES 123
EXHIBIT H - OPERATING BUDGET .127
BINDER #2 - ATTACHMENTS
Tab 1. ATTACHMENT 1 — IFT-ALS LICENSE Page 2
Tab 2. ATTACHMENT 2 — LE FI'ER FROM OCEMS Page 3
Tab 3. ATTACHMENT 3 — OCEMS POLICY #700.00 Page 4
Tab 4. ATTACHMENT 4 — OCEMS POLICY #777.00 ....Page 8
Tab 5. ATTACHMENT 5 — CE PROVIDER LETTER OF PROOF Page 12 Tab 6. ATTACHMENT 6 — FINANCIAL STATEMENTS Page 13
Tab 7. ATTACHMENT 7 — LYNCH EMS CQI PLAN Page 42
Tab 8. ATTACHMENT 8 — DETAILED OPERATING BUDGET Page 51 Tab 9. ATTACHMENT 9 — ADDENDA AND RFI RESPONSES Page 52 Tab 10. ATTACHMENT 10 — LETTER OF CREDIT Page 63
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 6
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
!. COMPLETENESS OF RESPONSE TO RFP
• Proposer must indicate that it has read the RFP and understands the requirements set forth which include the Proposer submission of a complete and responsive proposal which addresses all aspects of the requirements specified in the RFP and all subsequent Addenda. Proposers must be aware that if the evaluation committee determines that Proposer's proposal fails to be complete and responsive to each and every item required to be addressed in Proposers proposal, the evaluation committee will rate the Proposer's proposal as a fail in the Evaluation Criteria and such proposal will receive no further consideration.
Lynch EMS has fully read the RFP and understands the requirements set forth therein. We certify that this proposal is a complete and responsive proposal addressing all aspects of the requirements specified in the RFP and all Addenda. Furthermore, Lynch EMS acknowledges that we are aware that if the evaluation committee determines that our proposal fails to be complete and responsive to each and every item required to be addressed within the proposal, the evaluation committee will rate the our proposal as a Fail in the Evaluation Criteria and such will receive no further consideration.
Proposal Signature:
The signature below affirms that the above statement is true and attests that we are submitting a complete response to the City of Placentia RFP No. 20(8-01 9-1-1 Advanced Life Support Emergency Medical Services:
Proposer Name:
Proposer Signature:
Title:
Date:
Lynch EMS Proposal to RFP No. 2018-01 ¶ Prepared for the City of Placentia l February 27, 20191 Page 7
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia l February 27, 20191 Page 8
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
2. PIROPOSER'S EMS i l ;ti.IF1C . TIONS
a. Required EMS Licenses and Permits
• Describe Proposer's ability and schedule to obtain, prior to contract award, all necessary licenses, certifications, permits and accreditations required to serve as a licensed 9-/-1 ALS service provider within the State of California and the County of Orange.
Lynch EMS has been licensed as an 1FT-ALS Service Provider (ref. OCEMS Policy #777.00) in Orange County, CA since 2013. Our current provider license is active through December 31, 2019 (See Attachment 1 in Binder 2).
Our current licensure requirements duplicate most of the EMT -P Service Provider criteria (ref, OCEMS Policy #700.00) with the exceptions listed below. We have outlined a plan to address each of the listed criteria and have secured from OCEMS a formal Letter of Intent to process our EMT -P Service Provider licensure within six months of being awarded the 9-1-1 ALS contract for the City of Placentia (See Attachment 2 in Binder 2), Our application will be prepared quickly because the majority of the requirements are already covered by our 11'7-ALS service provider licensure. With the changes described below and a letter of commitment from the City of Placentia, we will be in compliance with OCEMS Policy #700.00 and will meet all requirements to be an approved 9-1-1 ALS service provider in the County (See Attachment 3 and Attachment 4 in Binder 2 for OCEMS Policy #700 and #777).
Lynch EMS is the first and largest IFT-ALS service provider in Orange County, transporting over 400 patients each month. Our organization has been successful in obtaining and maintaining licensure each year since 2013. Our experience working with OCEMS in providing paramedic services across the County demonstrates that we are able to obtain and maintain such licensure.
The following requirements of OCEMS Policy #700.00 differ slightly from our current licensure, and we have described a specific plan to ensure we are in compliance prior to the beginning of our ALS service contract with the City of Placentia (reference numbers are from Policy #700):
Lynch EMS Proposal to RFP No. 2018-01 Prepared for the City of Placentia February 27, 20191 Page 9
Proposal for City of Placentia
9-14 Advanced Life Support Emergency Medical Services
1, 2. Telecommunications
• 800 MHz radio equipment will be purchased and installed to facilitate communications between our 9-1-1 ALS response units, Emergency Receiving Centers, and other emergency response units, and to make base hospital contact when appropriate. 1, 3. ALS Equipment
• An automatic chest compression device will be purchased and will be immediately available for deployment to calls for service for cardiac arrest victims as required by OCEMS policy. We will also upgrade our Zo11 X -series monitors to transmit 12 -lead EKG data to Cardiovascular Receiving Centers (CVRC). Our current cardiac monitors have this capability and require only a software configuration update to transmit EKGs. These are the only major changes needed for our ALS unit inventory to comply with OCEMS Policy #700.00.
III, B, 1. OCEMS requires a comrnitment of support from a responsible local govcmment agency, which would be provided by the City of Placentia following the contract award.
III, B, 8, b. Plan for Implementing Boundary Drops
• Our boundary commitments will include the geographical area within the limits of the City of Placentia. We will work with the City and with OCEMS to develop a mutual aid agreement with surrounding agencies consistent with what is currently in place. We also staffa fleet of ALS units 24 hours a day, 7 days a week, and will have ALS units available as backup coverage in the event dedicated ALS units in the City of Placentia are not available for immediate response to a 9-1-1 service call.
[II, 9, b. EMS Liaison
• Lynch EMS currently employs an experienced Registered Nurse (RN), Brice Girdley, as the IFT-ALS paramedic Program Coordinator who would serve as the EMS Liaison. Brice has nearly five years of Emergency Room nursing experience including three ycars as a Mobile Intensive Care Nurse (MICN) and Charge Nurse. Additionally, Brice has four years' of experience as an Emergency Medical Technician (EMT) in the County of Orange responding to 9-1-1 service calls, running interfacility transports, dispatching, and supervising EMT staff. As the FT-ALS Coordinator, he is responsible for the duties outlined in OCEMS Policy #777 which Lynch EMS Proposal to RFP No. 2018-0l 1 Prepared for the City of Placentia 1 February 27, 20191 Page 10
LYRICS
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
include program orientation, documentation maintenance, CQI planning, performance and documentation review, and ensuring that ongoing education and competency benchmarks are met. As EMS Liaison for the City of Placentia, his responsibilities will include duties he is already successfully performing with a strong record of accomplishment, We will also develop a specialized orientation for our 9-1-1 ALS paramedic staff (detailed in Section 15, Personnel Standards) to address skills and processes specific to the 9-1-1 system, Our leadership team has experience providing response services to 9-1-1 systems in both Orange and Riverside Counties and many of our paramedics have significant experience in the same systems. We anticipate a smooth transition for our staff who will be guided by their past and concurrent work as 9-1-1 service providers.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 11
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
b. Required EMS Continuing Education Provider Approval
• Describe Proposer's ability and schedule to obtain prior to contract award, a California EMS continuing education provider program approval certificate issued by OCEMS or other equivalent EMS Education provider approving entity authorized by the California EMS Authority. The provisional agreement with the City shall not be finalized until such program certificate has been issued.
Lynch EMS is currently an approved Continuing Education (CE) provider, Provider ID 30- 0091, issued by the Orange County EMS Agency authorized by the California EMS Authority.
The effective dates of our current CE Provider status is June 1, 2018 through May 31, 2022 (See Attachment 5 in Binder 2).
c. Proposer's ALS Service Provider Experience
• Describe Proposer's experience as an approved provider of advanced life support (paramedic services) and as a basic life support service provider in an organized EMS system which demonstrates at least one-year of such experience. • Provide evidence of licensure as an Orange County ALS Service Provider (9-1-1 ALS Service Provider or IFT ALS Provider for a period ofal least one-year or submit a 9-1-1 ALS service provider licensure plan describing in detail Proposer's plan. for ALS licensure within Orange County to receive extra points for this experience.
In late 2018, Lynch EMS received a request to transport an elderly female patient from her nursing facility to the Emergency Room (ER) with a chief complaint of "weakness." When our ALS unit responded to the scene, our personnel found the patient sitting upright in a chair, alert, and ambulatory. Due to her complaint of weakness, Paramedic J performed a 12 -lead EKG which revealed ST -segment elevation of the cardiac electrical activity and read ***STEMI*** (which stands for ST -Elevation Myocardial Infarction) meaning the patient was having a heart attack. He instructed his EMT partner to begin transporting Code 3 (lights and siren) to the nearest Cardiovascular Receiving Center (CVRC) while he prepared aspirin to be administered to the patient. As they began transport, the patient became dizzy and lost consciousness. The cardiac Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia f February 27, 2019( Page 12
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9-1-1 Advanced Life Support Emergency Medical Services
monitor showed a lethal rhythm of ventricular fibrillation. Following Advanced Cardiovascular Life Support (ACLS) and Orange County EMS standing orders, Paramedic J checked for a pulse, found the patient to be pulseless and not breathing, began chest compressions, and switched thc cardiac monitor to "DEFIBRILLATE". After two defibrillation attempts and high quality chest compressions, the patient experienced return of spontaneous circulation (ROSC) as the crew arrived at the CVRC ambulance hay. The ER staff took over care of the patient, stabilized her, and took her to the cardiac catheterization lab for immediate intervention. The ALS crew was debriefed, the patient's chart was reviewed, and it was determined that our dispatch staff and the ALS paramedic crew had made the correct decisions and interventions at each step ofthis challenging service call.
Lynch EMS has provided ALS response and transport services to Orange County since 2013. We have a staff of experienced paramedics who transport over 400 patients per month. Of the 5,644 IFT-ALS transports provided by Lynch EMS paramedics in 2018. 4.193 of those transports (74%) were for patients requiring transport to the ER.
Lynch MIS 2018 ALS Call Volume
Total Transports by
Month j Lynch EMS (f T-
ALS
Number of Transports I Emergency Room
to the Emergency Roomi -frnnsport Percentage
(Urgent - Unscheduled)
January 2.018 437 T 33 I 76"• i, _
February 2018
418
259
62%
March 2018
454
328
72%
April 2018
489
358
73°4
May 2018
471
372
79%
June 2018
500
356
71%
July 2018
502
380
76%
August 2018
492
360
73%
September 20 l8
451
344
76%
October 2018
490
368
75%
November 2018
-
454
_
349
77%
December 2018
486
5644
38S
4193
80%
Totals
74%
Our paramedic Supervisor and Registered Nurse functioning as thc IFT-ALS Program Coordinator carefully select our paramedics. Nearly all of our paramedic staff has significant prior and/or concurrent 9-1-1 ALS experience working for private transport providers outside of Lynch EMS Proposal to RFP No. 201E-01 j Prepared for the City of Placentia I February 27, 20191 Page 13
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Orange County. They are competent in providing emergency ALS response and patient transport to the Emergency Department and will perform the same duties as members of the proposed EMS system in the City of Placentia.
Our leadership team includes Registered Nurse, paramedic, and Emergency Medical Technician staff members who have experience in Orange County's EMS system. We regularly attend and participate in advisory committee meetings, conferences, and system update meetings in order to ensure that we provide the highest possible level of care to our patients and to give our staff the tnost current training and information available.
The patients we transport, by policy. are already under the care of a physician in a nursing care facility or acute care hospital. This means that our patients have medical complaints beyond what their care facility has the capacity to manage. In other words, nearly all of our patients are moderately to critically ill and often require more ALS interventions than private parties who dial 9-1-1. The charts below show our 2018 call volume by ALS procedures performed and by primary impression.
ALS Procedures 2018
Restraints, 17
Pacing, 5
CPAP, 13
('ardi,u• \turd[ Jr
girl t
12 -lead EKG Blood Glucose
• Cardiac Monitor • Cardioversion
• 1V • Pacing
• Restraints
Blood Glucose,
1614
— Capnography/EC
02.43 Capnography/ECO2
CPAP
Pulse Oximetry
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 14
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
ALS Transports 2018 By Primary Impression
C F'NI RAL WEAKNESS.MMALAISF
RESPIRATORY DIS I RFSS 17IFFI(.'U1.I"Y
ALJDOMIN.\L P AIN+PROBLEMiS
I'EVER/CO1 IOI I'I NF L(ICNZA
CHEST PAIN
PAIN=SWL:LL..ING - EXl REM I IN (NON-TRAUNIATIC)
NO APPARENT ILLNESS/Ir Jl lRY
OTHER. PAIN (EXCLUDING HEADACHE. BACK.
NAUST A%V( MITTNC4LIIAllRHI-
MISCFL.LANL-Ol 5 ( [)MPI.AINTS(EXPLAINED !N
1711./.INFSS/VLRTIGOtSYNCOPF/NEAR SYNCOPE
R A(;'K PAIN NON -TRAUMA TIC
L.AC .R:AHON. A[JRA'SION:IltN'1ATOM v.
tiFPSIS. SUSPECTED
C'ARDI \( n_RR\'TJIMI:VDYSRIIYTIIM IA
I RAIi\t \ i l(' 'N.10(O.
STR( it
IIFAI) INIUIt' - KOLA FED
:'IACTI'kk.SPRAIN CIiZAIN
I:3P:H:\v1OR \l..,F sY('HIATRIC DISORDL:R
IIYPOTENSIUN'SHU( S.
DIABETIC SYAIPTOMS
C.' BUILDING
SKIN INFECTION
LlY1'1'R'FFNSION
SEIZURE
ANXIETY RFA(.'l'ION;1-.MOIION:\i. UPSET
EVE I'IC(_)rsl.E:M INJURY
FI'IS TAXIS (NON -TRAUMA LIC1
ALLERC;I(' REACT ION
ALCOHOL IN'i'(i.XIC'.\tION IET'OII)
DRUG OVERDOSE POISONING
BURNS
1 ;
201) 401) blil► S11(I ((!t!1! 1200
FMS Proposal to REP , .. .. ti t . .. .. '.
Lynch posa FP No. 2t)18 -t) I I Prepared for the City of f lacentia j February n�a _--+ ry 27, 2U19� Page 15
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
As you can see, Lynch EMS paramedics have significant experience treating and transporting patients with a wide range of medical complaints who require urgent transport to the ER as well as patients who arc being transported between acute care facilities.
Below is data showing the number of patients who required transport to a specialty receiving center atter the paramedic assessment revealed the patient was suffering from a Cerebrovascular Accident (CVA), STEMI, or Traumatic Injury, or who needed to be transported to a higher level of care from an acute care hospital. Also included arc specialty destinations for pediatrics and burns.
It is worth noting again that our paramedics transported each of these patients without the aid of base hospital contact, that they made all treatment decisions during transport based on standing orders alone, and that many of these patients were receiving critical care infusions via IV pump such as nitroglycerine, heparin, and amiodarone.
70 0
40 30
10 ii
ALS Specialty Center Transports 2018
Stroke-Neuro
Trauma
Cardiac
11s
Pediatric Burn
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia j February 27, 20191 Page 16
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS paramedics are experts in critical thinking, assessment, treatment, and transport decisions — even under extreme pressurc with few resources. Our ALS fleet is equipped with ZoII X -series cardiac monitors, ALS equipment cases and medication cases identical to 9-1-1 ALS paramedic response units, and the same supplies that would be found on a 9-1-1 ALS paramedic response unit. Our paramedic Supervisor has extensive experience as a 9-1-1 paramedic responder outside of Orange County. He and the company are committed to equipping our fleet with the equipment necessary to ensure our ALS staff has everything they need to provide high quality assessments and interventions.
Per OCEMS Policy #777.00, Lynch EMS paramedics currently do not make base hospital contact for IFT-ALS transports. This means that our qualified paramedics must make treatment and transport decisions without the assistance of an MICN or Base Hospital Physician. They are specially trained to make these decisions and have done so successfully since the program's inception. This is possible because our leadership team is dedicated to continuous quality improvement, chart review, continuing education, an "open door" policy should our paramedic staff have questions or require constructive feedback, and a close relationship with OCEMS and the Emergency Receiving Centers throughout the County,
Lynch EMS has four Core Values! Respect, Integrity, Compassion, and Excellence. Each member ofour team is expected to treat every patient, family member, staff, and public service colleague according to these values.
IFT-ALS paramedics have an expanded scope of practice, which includes transporting patients on IV pumps with critical care medications infusions, responding to patients under hospice care to reducc the need for ER transport of these patients, and most recently the use of Automated Transport Ventilators to transport ventilator -dependent patients who require urgent transport. This is all in addition to their standard scope of practice.
Lynch EMS paramedics are qualified, experienced, and dedicated. Our ALS leadership is deeply familiar with the EMS system in Orange County because each member of the leadership team has worked in the County EMS system as an EMT, a paramedic, or as an ER nurse / MICN.
The addition of 9-1-1 response units to our fleet would be a natural extension and progression of a program that successfully operates across the entire County, Because we will be providing 9-1-1 ALS service to only one City, our attention to the City of Placentia will be undivided with respect Lynch EMS Proposal to RFP No. 2018-01 1 Prepared for the City of Placentia I February 27, 20191 Page 17
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
to the 9-1-1 EMS system and we will be able to carefully tailor our services to meet the unique needs of its residents.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 18
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
3. PROPOSER'S FlN SC1AL STABILITY
a. Financial Statements
• Provide Financial Statements pursuant to the requirements set forth in Section A. 5 hereof.
I. Document the organization's current estimated net worth.
Our most recent fiscal year ended September 30, 2018. On that date the net worth of the Company was $2.2 million. Liquid assets were $3.9 million, encumbered by current liabilities of $746,000.
2. Provide evidence that clearly documents the financial history of the organization and demonstrates that it has the financial capability to handle the expansion (including implementation and startup costs)
At the end of our most recent fiscal year, September 30, 2018, we had current assets of $3.9 million, of which $1,8 million was cash and short-term investments, and nearly $2 million. was accounts receivable to be collected within 120 days. Our current liabilities were $746,000, so we had a net $3.2 million available for investment in new initiatives.
We estimate the initial expansion costs of purchasing equipment to be $318,220. In addition, there will be an additional cost to cover organizing and startup operations. We calculate such initial operational costs to be $119,749. Therefore, we expect to invest $437,969 to launch the 9-1-1 ALS service for the City of Placentia. With $3.2 million available to invest in this program, we have the financial strength and viability to start this program.
Regarding ongoing operations, we have historically operated at a profit as follows.
Revenue
Gross margin
Gross margin %
Net income
Net income %
2018
$ 9,057,094
3,490,033
38.53%
498,740
5.51%
2017
$ 9,718,307
4,187,781
43,09%
921,280
9A8%
2016
$ 9,146,341
3,785,782
41.39%
815,322
8.91%
Lynch EMS Proposal to RFP No. 2018-0I I Prepared for the City of Placentia I February 27, 20191 Page 19
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Our operating systems and financial management provide us with the ability to successfully undertake this exciting project and to continue to manage and operate it into the foreseeable future.
3. Include copies of externally audited financial statements or certified annual financial reports (CAFR), for the most recent 3 year period. If consolidated financial statements are utilized, the individual program unit's financial statements must be separately shown.
Financial statements for fiscal years 2016, 2017, and 2018 are included as Attachment 6 in Binder 2.
4. If the Proposer is part of a larger system, then furnish the financial statements of the parent entity.
Not Applicable. Lynch EMS is not part of a larger system. b. Working Capital
• Provide documentation and a description of the estimated working capital required for the startup of the Agreement and the method offinancing pursuant to the requirements set forth in Section A. 5 hereof
1. Document the estimated working capital that will be committed to the startup of the Agreement
We will invest $318,220 into new equipment and $119,749 into operational costs to launch the 9-1-1 ALS service program. In total, we will commit S437,969 to the startup of the Agreement.
2. Document the method offinancing, attach any endorsements necessary, of all startup and operational costs to begin operations
We will self -finance the startup and operational costs to begin operations.
Lynch EMS Proposal to RFP No, 2018-011 Prepared for the City of Placentia I February 27, 20191 Page 20
Proposal for City of Placentia
9-1-1 Advanced Life Support. Emergency Medical Services
3. Document the amount of funding that will be dedicated to "Reserve for Contingencies" for the startup of Agreement
In addition to the $437,969 of hard costs stated above, we will dedicate $500,000 as a "Reserve for Contingencies" for the startup of the Agreement. In total, $937,969 will be allocated toward the startup of the Agreement in the form of working capital and contingency reserves. c. In -Kind Support
• Disclose all financial and in -kind support or funding from existing sources related to the provision of services performed under a resultant agreement pursuant to the requirements set forth in Section A. 5 hereof:
Lynch EMS headquarters is located 700 feet from the border of Placentia. We will not incur costs associated with having a headquarters in a distant City. Because our operations hub is adjacent to the City, we will be able to provide all necessary oversight and backup without excessive travel time and costs.
Nonetheless, there are in -kind support costs that will be shared with the remainder of the non -9-1-1 Lynch EMS operations. Such costs include management and supervision, dispatch, accounting, legal costs, and the indirect costs associated with these functions. The allocated cost is $35.31 per call. All other costs are direct costs and can be isolated to the 9-1-1 program itself.
Lynch EMS Proposal to RFP No. 2018-01 Prepared for the City of Placentia j February 27, 2019) Page 21
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-011 Prepared for the City of Placentia I February 27, 20191 Page 22
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
4. OUTSTANDING ! PENDING LITIGATION
• Provide a statement regarding any outstanding/pending litigation pursuant to the requirements set forth in Section A. S hereof
Lynch EMS and all of its services and operations are not the subject of any outstanding or pending litigation. Pursuant to the contract award, Lynch EMS agrees to notify the City within twenty-four (24) hours of becoming aware of any litigation or significant potential for litigation involving Lynch EMS.
Lynch EMS Proposal to RFP No. 2018-01 ( Prepared for the City of Placentia I February 27, 20191 Page 23
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 24
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
5. ( URRlr.;NT ('ON 1'1ZACTS IN 0;001) STANDING
Provide a statement regarding Proposer's existing contracts pursuant to the requirements set forth in Section A. S hereof.
Lynch EMS is in good standing with all existing contracts with any governmental jurisdiction with no delinquent obligations, financial or otherwise.
Lynch EMS Proposal to RFP No. 2018-01 I, Pretpred for the City of P1arentia f, Fehnuar_y 27, 211 L9I, Par. 2 S
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS PuapnsaL to REP Nn_ 2r1 Lii-(l 1 I eceynrl. fat the. City of Elaret is I F ehtuazy 27, , 211w, Pages 2F
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
5. GOVERNMENTAL COMPLIANCE RE UINEMENTS
• Indicate Proposer's acknowledgement of Section A. 5.5 herein and that Proposer has completed and attached the Debarment and Suspension Certification form, (Exhibit C) pursuant to the requirements set, forth in Section A. 5.5 hereof.
Lynch EMS acknowledges Section A. 5.5 of the City of Placentia's RFP. Lynch EMS and its principals are not debarred, suspended, or otherwise excluded, by the United States Government in compliance with the requirements of 7 Code of Federal Regulations (CFR) 3016.35, 28 CFR 66.35, 29 CFR 97.35, 34 CFR 80.35, 45 CFR 92.35 and Executive Order 12549.
The completed Debarment and Suspension Certification form can be found as Exhibit Cin this proposal.
Lynch EMS Proposal to RFP No. 2018-011 Prepared for the City of Placentia I February 27, 20191 Page 27
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia 1 February 27, 20191 Page 28
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
7. AI,S SERYtC'E PROVIDER 1 U1MBURSENIEN l REVENUE
• Indicate Proposer's acknowledgement of Section A. 6 herein. • Indicate any additional proposed enhancements related to this provision, We agree to establish an arrangement with the contracted 9-1-1 BLS Emergency Transport Provider to ensure reimbursement of the ALS Paramedic Assessment Reimbursement Rate as set forth in Section A.6 of this Request for Proposals.
In an effort to limit the financial burden to both the City and the patient, while maintaining financial viability, Lynch EMS proposes to follow the Orange County Board of Supervisors rate limit of $387.35 for an ALS assessment. We acknowledge the reimbursement for Medicare patients, including Medi-Medi plans and Medicare+Choice Plans, will be the difference between the ALS 1 -emergency or ALS 2 Medicare allowed amount and the BLS -emergency amount prior to the twenty percent co -payment deduction.
We acknowledge that Lynch EMS will receive no reimbursement for services provided to patients designated Zero -Pay patients. These include patients whose only method of healthcare coverage or insurance is provided by a state or local subsidized health care program such as Medi- Cal, CalOptima or California Child Services.
Lynch EMS will work closely with the 9-1-1 BLS Emergency Transport Provider to coordinate monthly reimbursement. In partnership with the County ambulance provider, quarterly reports will be provided to the City detailing all activities and transactions related to the ALS EMS provider reimbursement program within 45 days of the end of each quarter.
Additionally, we will provide the City with an annual report inclusive of previous quarterly data presented in an annualized form within 45 days of the end of our fourth quarter of each year.
Lynch EMS Proposal to RFP No, 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 29
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal w RFP No. 2018-0l I Prepared for the City of Placentia February 27, 20191 Page 30
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Proposal for City of Placentia
9-1-i Advanced Life Support Emergency Medical Services
ti. EMS FIRST -RESPONDER FEES
• Section 8:
o Indicate Proposer's acknowledgement of Section A. 7 herein. o Indicate if Proposer's intends to implement an EMS First -Responder Fee program and if so, describe all the specific details of the proposed program including proposed program service fees and program features. o Indicate proposed EMS Fees in Exhibit 1.
o Indicate any additional proposed enhancements related to this provision, and what if any support will be needed from the City in order implement and maintain such a program
We acknowledge Section A.7 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
Section E. 8, page 34 of the RFP states, "Indicate proposed EMS fees in Exhibit I." Exhibit I of the RFP is the Professional Services Agreement. We believe this may have been stated in error and should read, "Indicate proposed EMS fees in Exhibit B." This possible error was noticed on a final review of our submission after the final deadline for Requests for Information. See Exhibit B of this proposal for our proposed EMS fees.
Please see Section 10 — City's Intent for a Zero -Subsidy EMS Services Model on page 35 of this proposal for our detailed response to the other requirements in this section.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 2019! Page 31
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 32
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
i1. F. MS SUBSCRIPTION P[.A\
• Section 9:
o Indicate Proposer's acknowledgement of Section A, 8 herein, o Indicate if Proposer's intends to implement an EMS Subscription Plan and y. so, describe all the specific details of the proposed plan including proposed subscription fees and plan features.
o Indicate any additional proposed enhancements related to this provision and what, if any, support will be needed, from the City in order to implement and maintain such a program.
We acknowledge Section A.8 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services. Please see Section 1(1— City's Intent for a Zero -Subsidy EMS Services Model on page 35 of this proposal for our response to this section.
Lynch EMS Proposal to RFP No. 2018-011 Prepared for the City of Placentia 1 February 27, 20191 Page 33
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 34
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
N. CITY'S INTENT FOR A ZERO -SUBSIDY E\IS SERVICES MODE!, • Section 10:
o Indicate Proposer's acknowledgement of Section A. 9 and Section 1(1 of Exhibit herein.
o Complete the Exhibit B Cost Proposal form with either a Zero Cost Proposal or with the dollar amounts ofProposer's Cost Proposal.
o Indicate any additional proposed enhancements related to this provision.
We acknowledge Section A. 9 and Section 10 of Exhibit A in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services. • (Note: Section JO of Exhibit A, which appears on page 54 of RFP, is "Continuous Quality Improvement Plan." Pursuant to the requirements in Section E. 10, we do acknowledge this section and we are aware that this may have been a typographical reference error. Regardless, Lynch EMS acknowledges all Sections in the RFP related to the Cily's Intent for a Zero City -Subsidy EMS Services Model as well as all related Exhibits and Attachments. This possible error was noticed on a final review of our - submission after the, final deadline for Requests for Infarmation. Our designated contact, Jacob Wagoner, may be reached if there is any need for clarification on this acknowledgement),
Lynch EMS has conducted a careful assessment to determine the financial viability of implementing an EMS First -Responder Fee alongside a resident EMS Subscription Plan. Our assessment revealed a significant number of unknown factors related to the development of such programs for both Lynch EMS and the City of Placentia. As a result, we have determined that this option would not be financially sustainable at the onset of this contract. The primary area of concern is the lack of data available to Lynch EMS and the City detailing the true payor mix of patients transported within the City of Placentia. In response to a Request for Information, the City kindly provided information detailing the exact makeup of payor categories prior to the submission of this proposal; however, the information provided to the City by the contracted 9-1- 1 BLS ambulance provider was a blend of OCEMS' Zone A that consists of Placentia and Yorba Linda. Developing a reasonable and sustainable service model would require data that accurately Lynch EMS Proposal to RFP No. 2018-011 Prepared for the City of Placentia l February 27, 20191 Page 35
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
depicts the makeup for the City of Placentia alone.
Without the approximate percentage of Zero Pay patients, it is not possible to propose a balanced First Responder rate that would be fair to the City residents. Doing so would be, at bcst, based on an educated guess and would be prohibitively expensive for the remainder of City residents to afford. Without historical data available to estimate the number of residents willing to participate in an EMS Subscription Plan, it is not possible to develop a financially sound model for such a program. Attempting to develop an accurate financial model structured around First Responder Fees and an EMS Subscription Plan without sufficient objective data would be irresponsible and would be an imprudcnt basis for the financial sustainability of a 9-1-1 ALS protection program. Also, without prior experience managing a Subscription Plan, there would be additional operational costs associated with managing such a plan, including but not limited to:
marketing and advertising, labor, and associated administrative costs related to developing what would essentially be a new department for the organization. Without expertise in developing and managing a subscription service, we are unable to anticipate the true costs, and as such, it would not be fair to the City nor its residents to propose such a service model. Lynch EMS is committed to providing ongoing 9-1-1 services to the residents of Placentia for the duration of this contract, and we have determined that a more realistic model must be implemented in order to meet this commitment.
It is our assertion that neither Lynch EMS nor any other proposer would be providing the City of Placentia with an accurate, sustainable financial model if it wcre built on presumptions in the absence of comprehensive data detailing the City's cstimated payor mix. We investigated several potential solutions based on a combined First Responder Fee and an EMS subscription plan. In order to be financially sound, the proposed fees would require a margin high enough to cover any potential loss. We found in each case that the proposed rates would be prohibitively expensive, would have a detrimental effect on the City's EMS system, and would cause the residents of the City to incur unreasonable costs for 9-1-1 services. Lynch EMS cannot, in good faith, propose a service model that would discourage residents of the City from activating the 9-1- 1 system out of fear of the financial burden not covered by their insurance carrier in the event of a medical emergency.
Recently there have been several documented cases of EMS providers submitting bids to Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 36
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
contracting agencies without an understanding of the viability of such a proposal. Without comprehensive data on which to propose a service model, these providers have found that their proposed rates did not cover their expenses and have had to subsequently renegotiate their contract mid-term to the harm of the contact administrator.
Lynch EMS proposes to elect for a City subsidy for a minimum of the first year of the contract, during which time we will be able to collect accurate data on responses, transports, and patient payor mixes. Throughout the term of this contract, we will develop and distribute questionnaires for patients to gauge the interest City residents have in participating in a subscription and service fee based program. Should our data collection reveal a viable Zero City - Subsidy service model, we will work closely with the City of Placentia to review options to reevaluate the need for City -Subsidies.
Exhibit B of this proposal outlines our Cost Proposal with a modest annual subsidy that will allow Lynch EMS to remain financially viable, and maintain the ability to perform all required services set forth in the contract, while not posing unreasonably high or unsubstantiated fees to the residents of Placentia.
T Vnr _EJ S. Prfax?Qs.al.+,J 9-V2Nn . 2.1101-0,1 Fny ikr. Oki p.ar,traia, Ii VeYez eavi 2?, wa9visz 33
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I, Prwared for the City of Placentia. 1, Fehiu ry 27, 2J IQI, l'a 14.
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
11. PERFORMANCE GUARANTEE [3ONI) RE! t1IRL11EN IS
• Indicate Proposer's acknowledgement of Section D. 1,7 herein.
We acknowledge Section D. 1.7 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
Wehave engaged We1is Fargo who have committed that upon award of contract they will issue an Irrevocable Letter of Credit in the amount of $500,000, See Attachment 10 in Binder 2 for a letter from Wells Fargo stating we have formally applied for the Letter of Credit.
In accordance with the requirements set forth in the RFP, the letter of credit states that it recognizes and accepts the contract requirement for immediate release of funds to the City upon determination by the City that the Proposer is in breach of the contract or City ordinance, and that the nature of the breach is such that the public health and safety are endangered. This letter affirms, in accordance with the terms of the RFP, that any legal dispute by the Proposer or the creditor shall be initiated and resolved only after release of the performance security funds to the City.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia February 27, 2019! Page 39
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Proposal for City of Placentia
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Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia ¶ February 27, 20191 Page 40
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
12. DISPATCH SERVICE
• Indicate Proposer's acknowledgement of Exhibit A. Section 3 herein. • Describe Proposer operational plan to interface with the City's designated EMS dispatch center.
• Describe the details of the communications equipment and processes for communications between the EMS dispatch center and proposer's personnel such as anticipated radio equipment, proposed mobile communications devices to be employed for the stations, vehicles and individual EMS personnel.
• Indicate any additional proposed enhancements related to this provision.
We acknowledge Exhibit A. Section 3 in the City of Placentia Request for Proposals for 9- 1-1 ALS Emergency Medical Services.
Lynch EMS currently' uses Zoll's RescueNet Computer Aided Dispatch (CAD) for dispatching. Once awarded the contract, we wilt enter into an agreement with the City to obtain a mobile data temrinal (MDT) equal to what their current City services utilize. This will enable the City's designated EMS Dispatch Center to send requests for ALS EMS from their CAD directly to ours. Upon receipt of the call from the City's designated EMS Dispatch Center to our CAD we will immediately determine the closest, most appropriate available unit and assign them the request for service.
By managing the dispatch of the 9-1-1 ALS units through Lynch EMS's own Communications Center, we hope to decrease the workload of the City's public safety answering point (PSAP). Using this time tested system of assigning dispatching responsibilities to a secondary dispatch center will be the most cost effective method for both the City and Lynch EMS by taking advantage of existing staff and infrastructure.
Our primary Communications Center is currently staffed twenty-four hours a day, with a peak staffing of six Dispatchers and Ca11 Takers, each of whom are certified as an Emergency Telecommunicator (ETC), Emergency Medical Dispatcher (EMD), and/or Emergency Medical Technician (EMT).
Lynch EMS's phone system uses a fiber-optic connection provided by a national vendor and is readily scalable. Our dispatch phone lines are configured to automatically switch to backup Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 2019) Page 41
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
circuits provided by a separate national vendor in case of technical issues. Lynch EMS's Communications Center primarily communicates with field crews utilizing a Logic Trunked Radio (LTR) system operated by Henry Radio. Henry Radio is Orange County's premier provider of communication towers and repeaters. Our Communications Center also uses push -to - talk (PTT) phones, which allow for the instantaneous direct communication between dispatchers, field crews, field supervisors and support staff, while also functioning as a redundant line of communication in the event of a radio malfunction. All communications in and out of the Communications Center via radio, PTT or telephone are recorded and available for review at any time.
Lynch EMS vehicles are equipped with GPS tracking hardware that sends unit location and speed updates every three seconds. In addition to GPS telemetry data, information regarding vehicles' use of emergency lights and sirens are also continuously transmitted to our Communications Center. Fleet GPS data is automatically interfaced with the RescueNet CAD software, ensuring that our dispatchers are able to dispatch the closest, most appropriate unit for Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Pagc 42
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
each response. In addition, each unit's location is superimposed onto a Google Map, giving the dispatcher extraordinary visibility over any unit at any timc, as well as the ability to assist with routing should the situation call for it. This constant flow of data is accessible twenty-four hours a day via web interface to not only the Communications staff, but also members of management and those dcsignated by the City of Placentia.
Lynch EMS's communications staff monitors the status of all Orange County paramedic receiving centers through the ReddiNet system. This provides a real-time view of acute care hospital status in and around the County. Through ReddiNet, Lynch EMS dispatchers are able to communicate the exact number of resources available in the event of mass casualty incident.
This existing and highly functional Communications Center will need only minimal reconfiguration when Lynch EMS is awarded the contract for 9-1-1 ALS Services. We are ready to equip our Communications Center and field staff each with 800 MHz county -wide radios to supplement their existing forms of communication. We also plan to establish an AT&T dedicated point-to-point ring -down circuit between out Communications Center and the City of Placentia's designated EMS Dispatch Center.
While we understand that every call for service is unique, the need for prompt responses and correct patient care is a constant. To deliver on that need, Lynch EMS has found a winning formula in the blending of both technology and training to deliver superior patient care via our Communications Center.
Lynch EMS Proposal to RFP No. 2018-01 Prepared for the City of Placentia l February 27, 20191 Page 43
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 2019 Page 44
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
13. DESIRED SERV ICE LEV'Ei.
• Indicate Proposer 's acknowledgement of Exhibit A, Section 4 herein, • Describe Proposer's operational plan to comply with the requirements of this section. • Indicate any additional proposed enhancements related to this provision.
We acknowledge Exhibit A. Section 4 in the City of Placentia Request for Proposals for 9- 1-1 ALS Emergency Medical Services.
Lynch EMS understands that a fire protection response is not necessary for the majority of 9-1-1 requests for medical aid and we acknowledge the information provided by the City of Placentia via press release stating that nearly 80% of 9-1-1 calls for aid are calls for medical assistance. Our paramedics currently respond to requests for urgent transports without the need for a fire service response. We also acknowledge that 9-1-1 callers are sometimes in need of more resources than what a paramedic team can provide alone.
To maintain the best possible patient outcomes, coverage, and response times, as well as fiscal sustainability, we propose the continued use of the International Academy of Emergency Dispatch's Emergency Medical Dispatch (EMD) program by the City's Designated EMS Dispatch Center. This highly defined protocol system is widely used and is proven effective.
Utilizing this system, the dispatcher asks a series of questions pertaining to the patient/ victim's condition and the program thcn provides the dispatcher with a response code. The program leaves the actual response assignment up to local Medical Control and EMS Administration, The levels that the program's algorithm produces, with the highest response level first are Echo, Delta, Charlie, Bravo, Alpha and Omega.
Our proposal suggests that only the 9-1-1 BLS transport provider's BLS ambulance be sent on calls that are coded at the "Omega" level, thereby keeping ALS units available for other emergencies,
We will request the fire service be dispatched to respond to the following types of calls. This is a minor modification of the list outlined by the City of Placentia, and is based on the combined 9-1-1 response experience of our leadership team:
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
• Cardiac or Respiratory Arrest: Thesc patients need multiple medical rescuers to provide care immediately. It is important to have extra responders on scene to manage scene safcty, assist with resuscitative efforts, and assist when moving a patient who requires ongoing interventions while being transported from the scene. Members of the public are often drawn to observe cardiac arrests in progress, and the presence of multiple rescuers helps to keep the scene under control.
• Mass Casualty Incidents (MCI), including train and aircraft incidents. • Working fires or hazardous materials responses.
• Traffic accidents requiring patient extrication, traffic control, or where hazardous materials (gasoline, oil, etc.) may be present as a result of the collision. Patients involved in minor collisions who are able to safely move away from the road and self -extricate would not require a firc service response.
• Urban Rescues, Confined Space Rescues, Technical Rescues, Water Rescues or any response for a patient who cannot be safely moved from the scene using standard ALS medical equipment.
• Patients requiring Air Medical Rescue with the need to designate a Landing Zone. • Forced entry into a residence or business.
• Violent or combative paticnts, or any response to a potential crime in progress. Police services would respond as well, and the presence of fire service ensures a safer scene for first responders as well as for the public.
Upon arrival to a service request, Lynch EMS paramedics will assess the scene for safety and for the need for additional resources. If fire services have been dispatched and the scene is determined to be safe and manageahle by EMS alone, Lynch EMS will contact the fire service and dispatch via radio to cancel thcir response. Conversely, should a scene prove to be more complex than what was anticipated at the time of dispatch, Lynch EMS will request additional resources as soon as they determine the need for fire or police responders.
Our goal is to utilize fire and police services only when necessary to provide scene safety, additional labor, and equipment not found on a medical response unit. Our paramedics have extensive experience working in areas outside of Orange County where this response level is the standard and we will work with the City of Placentia to finalize response levels appropriate to the Lynch EMS Proposal to RFP No. 2018-01 Prepared for the City of Placentia 1 February 27, 20191 Page 46
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
specific needs of the City.
The two fire stations provided by the City will be the primary posting locations for the ALS units. The Valencia Fire Station will be deemed the "must cover" station as requested in the RFP on page 42. In thc event that the two dedicated units are unavailable due to being deployed to requests for service, an additional backup ALS unit may be dispatched from our headquarters to the "must cover" station to standby in case an additional request for service is made. Lynch EMS headquarters is in the City of Anaheim less than half a mile from the southern border of Placentia.
This allows for a convenient and reliable physical location from which we can deploy additional ALS units, dispatch personnel, field supervisors, or other personnel or material resources as needed to support 9-1-1 operations. As needed, mutual aid will be utilized when Lynch EMS is unable to provide backup coverage in a timely manner.
We will provide two ALS ambulances with two paramedics per unit on twenty-four hours per day, seven days per week basis. The two ambulances will be housed in the fire stations provided by the City and will be on duty following a modified Kelly shift schedule. Each shift will have its own Shift Lead, who will be assigned to the dual roles of paramedic on one of the two units as well as EMS Supervisor as required in the REP. Based on our current organizational chart and position titles, this position will be titled "9-1-1 ALS Shill Lead." We have identified several paramedics who are qualified to fulfill this rote while on duty, and we will begin the interview and selection process to fill these positions upon contract award.
See Section 16 Operational Design, page 66of this proposal, for a detailed explanation of the proposed EMS vehicles and operational plan to maintain adequate coverage within the City and Section 22 Work Schedules and Human Resources Practices, page 94of this proposal, for a detailed explanation of our planned shift schedule.
Lynch FMS Proposal to RFP No. 2018-01 1 Prepared for the City of Placentia I February 27, 20191 Page 47
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia 1 February 27, 20191 Page 48
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
14. Alltit1NIS't`RA'I lVL AND SUITOR I SERVICES
• Indicate Proposer's acknowledgement of Exhibit A. Section 5 herein. • Describe Proposer's operational plan to comply with the requirements of this section. • Indicate any additional proposed enhancements related to this provision.
Lynch EMS acknowledges Exhibit A. Section 5 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services and provides the following plan to comply with the requirements of this section:
Lynch EMS will assign Brice Girdley as the primary representative to the City of Placentia and will work closely with the City's designated contract administrator. His position will tentatively be titled "City of Placentia EMS Coordinator" or another title deemed appropriate during final contract negotiations. Brice Girdley is a licensed Registered Nurse (RN) with five years of nursing experience working in an Emergency Department as a RN and Mobile Intensive Care Nurse (MIEN). Prior to becoming a nurse, Brice gained four years of experience working in the ambulance transport industry as an Emergency Medical Technician, Dispatcher, and Operations Supervisor. Brice currently functions as the IFT-ALS Coordinator coordinating with local government agencies and medical providers to ensure licensure maintenance, quality of care, ongoing education, quality improvement, and chart review, and is competent in the skills and professional conduct required to represent Lynch EMS as a licensed ALS service provider to both private and public entities.
Lynch EMS will provide administrative and support services and management necessary to fulfill our service provider agreement with the City of Placentia. Our administrative staff, described in detail throughout this proposal, is experienced and competent in performing these functions for its current staff of ALS providers. Our leadership team will oversee our current operations concurrent with the 9-1-1 service contract; however, at no time will our existing functions impede our ability to deliver the services required by the City. While we do not anticipate a conflict between our commitments to the City and our existing responsibilities, any staff member responsible for delivering services required by this contract will be directed to ensure that these services are made their First priority. In the unlikely event that such a conflict is identified, we will dedicate our current resources to this service contract first. Due to the size and ag. _S. Prry sal.rf!. vse Nra.211.R.,41 I, lIttipAnA.flJC <hP ��t j J raairR z, it Vv.kyz ri 21, TY.% V t
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
ability of our current administrative staff, we are certain that we have the resources to deliver all required services to the City without interruption for the duration of the contract period.
Lynch EMS Proposal to RFP No. 2018-01 1 Prepared for the City of Placentia l February 27, 20191 Page 50
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
I5, PERSONNEL STANDkRDS, LlCENSURF, CERTIFIC'A rION AND TRAINING • Indicate Proposer's acknowledgement of Exhibit A. Section 6 herein. • Describe Proposer's operational plan to comply with the requirements of this section for each item topic listed.
• Indicate any additional proposed enhancements related to this provision.
We acknowledge Exhibit A. Section 6 in the City of Placentia Request for Proposals for 9- 1-1 ALS Emergency Medical Services and offer the following operational plan and details to comply with each of the requirements outlined in the section:
Drug and Alcohol -Fret Workforce Policies
Lynch EMS has a robust policy and procedure manual that includes Policy # 209.0 Alcohol and Drug Testing that describes Lynch EMS's intent to maintain a workplace that is free of drugs and alcohol, and to discourage drug and alcohol abuse by its employees. This policy describes our drug and alcohol -testing program, which may require employees to complete drug and/or alcohol testing under these circumstances;
• For all applicants for employment;
• When a reasonable suspicion exists that an employee may be under the influence of alcohol or any drug, while on the job, or is otherwise in violation of this policy (reasonable suspicion means suspicion based on information regarding, among other things, the appearance, behavior, speech, attitude, mood, body odor and/or breath odor of the employee);
• When any employee is found in possession of alcohol or any drug in violation of Company policy, or when any of those items are found in an area controlled or used by the employee, such as a desk or locker;
• When a serious accident, near -miss, incident or injury occurs or careless acts are performed, and a reasonable suspicion exists that the employee involved is under the influence of alcohol or any drug;
• After an employee has participated in a drug and/or alcohol abuse rehabilitation program;
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 51
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
• When required by a state or federal law or regulations, including mandatory testing required under regulations issued by the United States Department of Transportation.
Workforce Anti -Discrimination Policies
Lynch EMS's extensive policy and procedure manual covers many areas that are intended to promote harmony and fair treatment of others.
Lynch EMS Policy # 202.0 Non-discrimination and Equal Employment Opportunity emphasizes Lynch EMS's commitment to a working environment that is free from discrimination, providing equal opportunity to all Lynch EMS employees. Our policy states our commitment to providing equal employment opportunity for all applicants and employees consistent with applicable federal, state and local law. Lynch EMS does not unlawfully discriminate against any qualified applicant or current employee based on race, color, ancestry, sex, sexual orientation, gender, national origin, religion, marital status, disability, genetic characteristics, medical condition (including pregnancy, childbirth and related medical condition), age, citizenship status, veteran status or any other characteristic protcctcd by applicable law. Discrimination on any of these bases is unlawful and in conflict with our Core Values, and all persons involved in the Company's operations are prohibited from engaging in such discrimination.
Lynch EMS Policy # 201.0 Affirmative Action /Diversity outlines our commitment to providing and promoting equal opportunities in all of our activities and services while remaining fair and equal without discrimination. Lynch EMS maintains a comprehensive process to attract, build, and retain, a highly skilled and diverse workforce. The process includes affirmative action recruitment, outreach and hiring, learning and development, mcntoring, rewards and recognition, upward mobility, and a supportive work environment.
EMS Personnel Professional Standards Policies
Lynch EMS Policy # 30L0 Professional Code of Conduct provides guidance to all employees when representing themselves as employees of Lynch EMS. The Company expects employees to conduct themselves in a manner that does not adversely affect the intcrests of the Company, its employees, or its clients. The policy lists examples of conduct that may result in disciplinary action.
Lynch EMS Policy # 302.0 Code of Ethics describes our commitment to performing our duties with integrity. Lynch EMS is committed to the highest standards of professional and Lynch EMS Proposal to RFP No. 2018-01 Prepared for the City of Placentia I February 27, 20191 Page 52
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
personal conduct. While practices may vary in different business environments, honesty and integrity have always guided — and will continue to guide — Lynch EMS's business activities.
Employees are not permitted to achieve results by illegal or unethical methods, including knowingly engaging in otherwise prohibited activities through third parties, such as the employee's spouse, other members of the employee's family, or other persons or organizations.
Lynch EMS Policy # 306.0 Personal Appearance of Employees outlines the company's grooming standards and hygiene standards, which are consistent with the professional public image of emergency responders (police, fire, etc.) in the communities we serve. Lynch EMS Policy # 307.0 Use, Care, and Maintenance of'Uniforms provides employees guidance regarding our uniform standards. The requirements of these two policies are for the purpose of maximizing employee safety, providing for a high Icve1 of care for our patients, ensuring the confidence of our patients and their family members, and representing the company in a consistent and professional manner. Lynch EMS expccts all employees to arrive to work meeting the appearance and uniform standards established in our policy prior to clocking in for duty and throughout the entirety of their shift.
Lynch EMS has current policies that cover inter -agency personnel communication standards for Dispatch and Medical Transport Personnel. Following the contract award, Lynch EMS will work with the City of Placentia as needed to review and revise our existing policies to reflect the specific inter -agency communications standards required ofa 9-1-1 ALS provider in the City.
EMS Credentials
Lynch EMS Policy # 803.0 Certification, Licensure, and Credentials states that no medical transport personnel will be allowed to transport or be involved with the care ofa patient without possessing all required credentials. Required credentials for paramedics are listed in our job description and follow all applicable State of California and Orange County liccnsure requirements. Lynch EMS will continue to meet or exceed all state and local licensure requirements as the contracted 9-1-1 ALS service provider for the City of Placentia.
Lynch EMS utilizes a web -based software program called ePro Scheduler Plus (eProj to manage all scheduling functions of our operations that include clocking in/out for an assigned shift and tracking and storing copies of all required licenses and certifications of our personnel.
Lynch EMS Proposal to RFP No. 201B-01 j Prepared for the City of Placentia 1February 27, 20191 Page 53
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
These two functions of the program work in conjunction with one another and the system will not allow an employee to clock in for a shift if they do not have the required licensure or certifications for their position updated in ePro. Additionally, ePro sends email reminders to Supervisors and Managers 90, 60, and 30 days prior to an employee's credentials expiring as well as visual reminders on daily schedule views highlighting which employees have expired or expiring licensure. The program's multifaceted credential tracker combined with administrative oversight ensures that no employee works without the required credentials.
Credential Records
As stated under EMS Credentials, Lynch EMS utilizes a web based software program called ePro Scheduler Plus to track and store copies of all required licenses and certifications of our personnel. This program allows us to quickly generate Credential Reports that can be sent to the City annually or any time thcy are requested for auditing or verification.
Orientation
Our comprehensive pre -employment testing and interview process alongside our new -hire training and orientation program is the foundation for building and maintaining a high level of quality throughout the organization by attracting, selecting, and training individuals who are dedicated to our Core Values of respect, integrity, compassion, and excellence for employment with the company.
All thc employees who participate in our orientation program are required to successfully complete several challenging tasks prior to their orientation training. These challenges include the application process, thc interview and skills examination, and pre -employment screening that include Drug Screening, Motor Vehicle Driving Record Check, Reference Check, and Physical Agility Testing.
Current Paramedic Training and Orientation:
Lynch EMS understands the value of an experienced workforce familiar with the Orange County EMS system, including the local population, the geographic area, and local medical facilities. To that end, Lynch EMS will utilize paramedics for the 9-1-1 operating area who have cleared Lynch EMS primary training and shown proficiency and competency as a prerequisite for Lynch EMS PrmasaLtn RFP NA.2A1.$-QL I, Pterpascd &plarrr..i..i,Ti. arszvs2';,
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promotion to work as a 9-1-1 paramedic.
Proposal for City of Placentia
9-1-( Advanced Life Support Emergency Medical Services
Lynch EMS Current Training/Orientation Modules for Paramedics Human Resources Introduction
IV Pumps and Medication
Training
Specialized Patient Care
Customer Service
Harassment and Violence
Prevention
Corporate Compliance /
Code of Conduct
Cardiac Monitor Training
Dispatch Observation
ePCR Training/Documentation
CQ1 Prograrn
Active Shooter for EMS Airborne Diseases tar the EMS
Response Provider
EMS Fatigue Management Fire Extinguisher Education
Hazard C'omrnunication:
Global Harmonized System
The Effects of Substance
Abuse in EMS
Orange County Paramedic
Accreditation
CPAP 1 EL. -1O
Coaching the Emergency
Vehicle Operator Course
Proper Body Mechanics/
Back injury Prevention
Gurney Operations and Patient
Lifting
l3loodborne Pathogens
Post -Traumatic Stres; and
EMS
Lynch EMS Safety Program
Orientation and Injury. Illness
Prevention Program
Proposed Training and Orientation for 9-1-1 Service Personnel:
All 9-1-1 paramedics assigned to the City of Placentia will undergo additional training and orientation prior to the beginning of the contract service period. This additional training will include:
• 9-1-I system orientation including orientation to the public image and professional conduct expected by private residents requesting 9-1-1 service Lynch FMS Proposal to RFP No, 201$-01 I Prepared for the City of Placentia f February 27, 20191 Page 55
Proposal for City of Placentia
9.1-1 Advanced Life Support Emergency Medical Services
• Radio communications: Training on all equipment and communication procedures with and between Lynch EMS, base hospitals, receiving hospitals, Orange County communications centers, and other agencies
• Lynch EMS 9-I -1 ALS Policies and Procedures covering topics such as field operations, field protocols, and other standards specific to 9-1-1 service • Emergency Vehicle Operator refresher course focusing on Code 3 operations, defensive driving, and Due Regard for the safety of others
• Refresher courses in Incident Command Systems and HazMat training • Mass Casualty Incident (MCI) Training
• Prehospital Trauma Life Support (PHTLS) Certification • EMS Rescue and Extrication Training
• Any identified additional training or refresher courses on the equipment utilization and maintenance practices specific to the 9-1-1 operations
Lynch EMS is committed to the development of our medical transport personnel to exceed the requirements set forth in the Agreement and ensuring that we are providing the highest quality and standard of patient care, customer service, and safety to the residents of Placentia.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia February 27, 20191 Page 56
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Customer Service and Compliance Training
Customer Service Training
Like thc City of Placentia, Lynch EMS is a customer service oriented organization. As described on our company website and enforced throughout our organization, Lynch EMS employees follow a set of Core Values to provide the hest quality of service to our customers.
These Core Values are the cornerstone of the Lynch family and its employees. As a guide, the Core Values represent the passion and commitment of Lynch EMS to provide excellent patient care while treating others as though they are a family member.
We are accredited through thc Commission on Accreditation of Ambulance Services (CAAS) and are required to monitor, track, and trcnd customer complaints. As part of this process, Lynch EMS will include quarterly reports sent to the City of Placentia on customer complaints.
As outlined in the Orientation portion ahove, Lynch EMS employees receive initial and ongoing training on customer service expectations and policies. Each employee receives an annual performance evaluation that includes feedback on any complaints or commendations they have received during the year. This is tracked through our incident reporting system. Employee supervisors provide feedback on areas that require performance improvement and provide recognition for areas that the employee is exceeding or meeting expectations.
Compliance Training:
For over ten years, Lynch EMS employees have received corporate compliance training within 30 days of hire and annually thereafter. This training includes instruction on federal, state, and local laws governing our industry including patient care documentation, HTPAA, billing and reimbursement process, anti -kickback statute, false -claims act, code of conduct, and company policies specific to these areas.
Our comprehensive compliance program crcates an environment that is proactive in our efforts to prevent fraud and abuse and sets the clear expectation that all Lynch EMS employees adhere to ethical business practices. Our compliance committee meets quarterly to discuss compliance related matters and ensures that the organization and our employees are fulfilling the requirements set forth in our existing policies.
Upon awarding of the contract, employees assigned to work in the City of Placentia will C� rhPMS. L'Kv akfa9Fp .2Q1,R'1 f.On. :R.,Ciktof, Vlawtrel , Vt 'rrxri, ,'WA% ?ntS
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
receive additional compliance training specific to 9-1-1 operations, which will be added to our annual compliance training.
At -Risk Behavior Management Training
Lynch EMS currently provides training on topics that cover at -risk behavioral management such as psychiatric patients, violent situations, and scene safety specific to our current operations. The training, following County and company policies, focuses on scene and personnel safety, and using less restrictive de-escalating techniques with a calm, professional, compassionate demeanor whcn dealing with situations that are violent, difficult, volatile, or dangerous in any way.
Upon awarding of this contract, Lynch EMS will incorporate additional training for 9-1-1 service personnel to incorporate initial and ongoing training on how to effectively manage difficult scenes. We will utilize current resources including our eLeaming platform and classroom instruction to prepare our paramedics with the tools and resources necessary to effectively manage these at -risk patients by providing additional training on subjects of de- escalation, how to safely manage violent patients, and further instruction on mental illness.
Driver Training
Current Drivers Training Program Overview
Lynch EMS has a comprehensive driver's training program supported by strong policies to ensure our drivers are performing their duties as ambulance operators with due regard for the safety of the community. Our current drivers training program fulfills local and state EMS agency requirements and we continually evaluate the program to ensure the effectiveness of our approach. All drivers have completed review of their DMV driving record meeting the requirements set forth by our insurance carrier, classroom instruction, behind the wheel training with a Field Training Officer, and ongoing evaluation of their driving ability. Drivers receive annual training that is reviewed yearly by our Safety Committee which also functions as our "Accident Review Board", which reviews the vehicle incidents for the prior year looking at frequency, trends, and identified hazards. The Safety Committee meets monthly and each meeting includes an agenda item addressing vehicle accidents/incidents to determine root cause and determine any additional corrective action to take based on the incident.
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Drivers Training for 9-1-1 ALS Operations
We have reviewed our drivers training program and have identified an opportunity to incorporate additional processes to preparc employees for 9-1-1 vehicle operations. We arc also interested in working with City representatives to review our finalized plan for approval, and we will make changes and improvements as the need is identified through our collaborative efforts.
The following describes our initial plan to integrate additional training into our existing operations. All paramedics assigned to the City of Placentia will have completed all current requirements of our training program and will complete the additional training specifically tailored for 9-1-1 operations.
We will continue to provide our current classroom instruction utilizing the current version of the Coaching the Emergency Vehicle Operator (CEVO) course by Coaching Systems, LLC, which was first introduced in the early 90's and quickly became accepted as a standard in drivers training for ambulance operators. The CEVO course material covers topics such as vehicle inspection, cushion of safety, special considerations, spatial awareness, road conditions, and emergency driving. It includes case -study reviews of actual emergency vehicle collisions and avoidance actions that could have been taken. The final component of the classroom experience is a multiple-choice examination. The completed exams are submitted to Coaching Systems LLC for scoring and issuance of a certificate of completion.
To supplement the classroom course for additional instruction on vehicle operations prior to field training, Lynch EMS will incorporate Emergency Vehicle Operator Course (EVOC) training for our 9-1-1 ALS personnel. EVOC consists of online training and additional classroom instruction prior to transitioning into a closed cone course for actual behind -the -wheel instruction in a controlled environment. During the cone course, trainees are required to demonstrate their ability to safely perform the following actions: safely drive their ambulance through a series of obstacles such as diminishing lanes; backing; evasive maneuvers; forward and reverse serpentines; controlled braking; and turning movements. They will learn weight distribution factors involved when driving larger, heavier vehicles and how understanding center of gravity and pivot points are critical to effective safe ambulance operations. EVOC training is designed to enhance vehicle safety operations allowing drivers to loam how emergency driving and emergency vehicles differ from every day driving.
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After successful completion of the classroom and EVOC training, drivers will be assigned to a Field Training Officer (FTO) for behind -the -wheel field training on an IFT ALS ambulance.
After showing proficiency as drivers in the IFT setting and being signed off by a FTO, paramedics who will be assigned to operate as a 9-1-1 paramedic, will be required to complete additional field training time on a 9-1-1 ambulance. This additional bchind-the-wheel experience in the 9-11 operating arca will enhance their ability to understand local traffic patterns, road and weather conditions in the areas, and be evaluated on calls requiring Code -3 driving which is more prevalent in the 9-1-1 setting.
The performance of each driver will be continually monitored and evaluated for compliance with company driving policies. Each driver will receive an annual evaluation based upon data collected and written evaluations from field supervision and FTOs. The annual evaluations will incorporate skills competency verification and will determine if an employee requires any additional training in addition to our planned annual rcfresher courses.
Infection Control
The Lynch EMS management team places a high priority on work place safety. We encourage our employees to engage in safety by practicing safc work habits, discussing any safety concerns with management, and encouraging each other to work safely. Our programs are considered "living" documcnts and are updated annually or sooner if a need is identified. All policies, procedures, and work practices are subject to change based on identified hazards, changes in regulation, or based on new technologies.
Lynch EMS has a comprehensive Injury and Illness Prevention Program (IIPP) incorporating all safety processes into policies, procedures, and training programs with the goal of enhancing the safety for our workforce and customers.
Our Safety Officer is the program administrator who has the authority and responsibility for implementing the program, training supervisory and management staff, and for the ongoing development of the program. This is a continuous effort to ensure compliance in the injury and illness prevention program for Lynch EMS.
The RFP specifically outlines requirements for the selected provider to have an Infection Prevention Program, all of which arc met by standards outlined in our IIPP. Specific to the Lynch EMS Proposal to RFP No, 2018-01 I Prepared for the City of Placentia 1 February 27, 20191 Page 60
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
requirements set forth in the RFP, our IIPP includes safety programs on Personal Protective Equipment (PPE), Bloodbome Pathogens (BBP), Aerosolized Transmissible Diseases (ATD), and an Exposure Control Plan intended to provide guidance and procedures on infection control and reduction of communicable disease exposure and transmission. Thesc programs meet all requirements set forth by Orange County EMS, other County EMS agencies we arc licensed with, and all state and federal regulations related to infection control and injury and illness prevention.
Within the first week of employment at Lynch EMS, employees complete training courses on safe work practices. These courses cover the following topics:
Bloodborne Pathogens
Global Harmonized System
Aerosolized Transmissible Diseases
Active Shooter Training for EMS
Emergency Action Plan
Fatigue Management
Injury and Illness Prevention Program
Post -Traumatic Stress
Safety Data Sheets
Substance Abuse
Body Mechanics and Safe Lifting
Techniques
Workplacc Violence
Personal Protective Equipment
Company Policy Review
Employees are required to complete this training annually. As regulations change, hazards are identified, or our quality improvement program identifies a concern, training programs are updated or added to our training to ensure we are always fulfilling regulatory requirements while also, providing instruction that goes beyond what is required and which includes topics relevant to our organization's specific work practices and trends.
Our current training, practices, and polices promote aggressive hygiene practices and proactive personal protective equipment donning for infection control, preventing cross contamination, and soiled materials disposal to decrease the chance of communicable disease exposure and transmission. All training and program record keeping practices meet the requirements of Orange County EMS and all state and federal regulations, which are verified by Orange County EMS during thcir annual inspections.
Lynch EMS Proposal to RFP No. 2018-01 Prepared for the City of Placentia j February 27, 20191 Page 61
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Proposal for city of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
The RFP states '`The service provider shall make available at no cost to its high -risk personnel, health screening and all currently recommended immunizations and those required by the Orange County Health Carc Agency and Orange County EMS for EMS personnel." Lynch EMS currently meets this standard. Prior to the hcginning of their employment, employees must pass a pre -employment physical, health screening, drug screening, and Physical Ability Test (PAT). At time of hire, and available anytime during their employment, employees are offered, at no cost to them, thc following unrnunizations: seasonal influenza, Hepatitis --B, Tdap (Tetanus, Diphtheria and Pcrtussis), and V'aricella. On an annual basis, medical transport personnel also receive a Tuberculosis Skin Test. Additionally, every two years, employees are required to complete a medical health screening as required by the Department of Motor vehicles to maintain certification as an ambulance driver in thc State of California. These current practices fulfill the elements outlined in the RH' and rncct all regulatory requirements.
EMS CE Training
As an EMS Provider, it is important to understand the educational needs of healthcare professionals and the community we serve. As an approved Continuing Education (CL) provider and American Heart Association (AHA) training center, Lynch EMS has provided continuing Lynch EMS Proposal to R1'P No. 2018-011 Prepared for the City of Placentia ( February 27, 20191 Page 62
LYNCIF
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
education credits and CPR/AED training to its employees for many years. Lynch EMS offers initial and ongoing continuing education through classroom instruction and online distributive education. The online education is paid by the company and field employees have unlimited access to the classes. We fulfill all requirements of Orange County EMS and the California EMS Authority for continuing education of our medical transport personnel. Specific to our paramedics, they receive the tbllowing annual continuing education to comply with federal, state, and local statutory requirements:
Lynch EMS Current Annual Paramedic Training Requirements Corporate Compliance/
Code of Conduct
Drivers Training Refresher
courses
Violence Prevention (raining
I he kticcts of Substance
Abuse in EMS
EMS Fatigue Management Fire Extinguisher Education
Orange County EMS Policy
and Procedure Updates and
Review. (Bi-annually)
Lynch F.MS Policy and
Procedure Updates
Hazard Communication:
Global Harmonized System
Proper Body Mechanics/
Back Injury Prevention
Airborne Diseases Ior the EMS
Provider
Lynch EMS Safety Program
and injury, Illness Prevention
Program
Customer Service
Active Shooter for EMS
Response
Bloudborne f'athugcns
Post -Traumatic Stress and
EMS
Other Safety Program Paramedic Advanced Airway
Refresher Courses Skill Review and Sign Off
Paramedics receive additional training on new equipment, medications, and clinical topics identified by our IFT-ALS Coordinator and Medical Director that is relevant to the improvement of our clinical practice. They receive additional biannual training, which includes any system updates to policies, procedures, or standing orders issued by Orange County EMS as well as didactic instruction on pertinent clinical and non -clinical topics including pathophysiology, pharmacology, documentation, interpersonal communication, and safety. Our internal training has always exceeded what is required to maintain IFT-ALS licensurc because Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia l February 27, 20191 Page 63
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
wc believe that continuing education is paramount to the delivery of Advanced Life Support prchospital care. While the following is not a comprehensive list, in recent years paramedics have received additional training on these topics:
tPA Training for IFT-ALS
Zofran Dosage
Cardiac Arrest
EMTALA Training
IV Pump and Medications
Refresher
Narcotic Process Update 1
Sepsis
EZ-IO Training Hospice Patient Training
As an approved AHA Training Center, Lynch EMS is committed to participating in the training and education of City of Placentia employees. We will work closely with City of Placentia officials to create a schedule ofCPR/AED courses offered to the employees of the City on an annual basis. Additionally, we will work with the City's recreational lifeguard's safety training program to support it in any way we can through CPR/AED, first aid, or any other identified need. Since 2014, we have offered support to the F3oys and Girls Club of Fullerton during their ZAC Water Safety Camp to promote awareness and safety around water. Every year, we send EMS personnel to the camp to educate approximately 100 children of all ages on these important topics. The events arc highly rewarding, and we are honorcd to participate in these opportunities to support our local communities,
Emergency Response Plan Training
Lynch EMS has an existing Disaster Response Plan and participates annually in existing programs within the County of Orange and surrounding counties. We will incorporate involvement in the City of Placentia's emergency operations response plan training and exercises, and wc look forward to helping the City and its community prepare for these unforeseen events.
Every year, we participate in disaster drills in the County of Orange and Riverside County by sending an Ambulance Strikc Team (AST) to actively participate. We are one of only twelve ambulance prodders in State of California with a Disaster Medical Support Unit (DMSU) issued to us by the California Emergency Medical Services Authority (EMSA) with whom we are under contract to provide disaster support to the state when called upon. The DMSU provides enhanced communication ability to support field deployment, including medical supplies and provisions for AST personnel. In addition to the DMSU, the County of Orange has supplied us with a disaster Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 64
Dm= ots
Proposal for City of Placentia
9-1-I Advanced Life Support Emergency. Medical Services trailer with supplies and resources to offer additional local support during disaster response and strike team mobilization. The State and County's decisions to equip our organization with the aforementioned additional emergency response equipment is indicative of the confidence they hold in our ability to respond in the event of an unforeseen emergency, and we take this responsibility very seriously.
In addition to our local and state disaster support, we support federal activation of EMS resources through our existing agreement as a network provider in the AMRFFMA Federal EMS contract. Through this agreement, we arc called upon to respond to disasters throughout the country,
The strike team prerequisite training for our EMTs and paramedics will also be a requirement for paramedics assigned to the City of Placentia. They will complete Incident.
Command System (ICS) training and Hazardous Materials • First Responder Awareness level training. These courses will better prepare these employees to support the City of Placentia's emergency response plan. We will also collaborate with the City of Placentia to implement training on Homeland Security issues into our initial and ongoing development of our 9-I-1 paramedics
CALIFORNIA DISASTER
MEDICAL SUPPORT
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 2019! Page 65
Iggeozu
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 66
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
16.OPER.ATIONAL DESIGN
• Indicate Proposer's acknowledgement of Exhibit A. Section 7 herein. • Describe Proposer 's operational plan design to comply with the requirements of this section.
• Provide a description of the make, model, year and design of each proposed EMS vehicle along with its specific designated assignment to support the proposed operational plan. • Indicate any additional proposed enhancements related to this provision.
We acknowledge Exhibit A. Section 7 in the City of Placentia Request for Proposals for 9- 1-1 ALS Emergency Medical Services,
Upon contract award and in accordance with our Start -Up Plan (Section 24), Lynch EMS will purchase two new 2019 or 2020 Ford Transit Type II ambulances. These vehicles will operate independently from the company's daily IFT operations with new vehicle identifiers, PL - 01 and PL -02, to differentiate them from IFT designated ambulances. These ambulances, staffed by dual paramedics, will be stationed at the two City of Placentia tire stations as described in Section 13 Desired Service Level, page 44of this proposal. Lynch EMS unit number PI, -01 will he stationed at the "must cover" Valencia Fire Station and Lynch L:MS unit number PI. 02 will be stationed at the Brad ford Fire Station.
If an ambulance requires service, it will be immediately replaced by an existing Lynch EMS ALS ambulance, which shall meet or exceed the vehicle standards of our designated 9-1-1 ALS operating vehicles. Lynch EMS will maintain a reserve ALS ambulance at all times at our main headquarters located within 700 feet of the of the City of Placentia to provide immediate replacement of the assigned vehicles to the City of Placentia during times of vehicle service or preventative maintenance. Additionally, this reserve ALS ambulance will be ready for immediate deployment, staffed with trained paramedics and Supervisors, during periods of unusually high call volume.
[f necessary, Lynch EMS may also respond any available unit from our fleet of IFT-ALS ambulances to reduce the need for mutual aid. All Lynch EMS IFT-ALS ambulances will meet or exceed the equipment standards of 9-1-1 ALS ambulances in the County and will be equipped with communication equipment to respond to calls in the City of Placentia when needed.
Lynch EMS Proposal to RFP No. 2018-01 j Prepared for the City of Placentia I February 27, 20191 Page 67
iormall Eats
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Each ambulance will be equipped and stocked in accordance with OCEMS Policy #325 00 Advanced Life Support (ALS) 9-1-1 Unit Minimum Inventory. We will purchase an automatic chest compression device to be immediately available per this policy's requirement, which will be in effect at the time of the contract period start date. Additionally, these ambulances will have specialized Optional Approved Equipment (listed in the same policy) available for deployment as needed: An automated transport ventilator (ATV) to be used for 9-1-1 service requests for mechanically ventilated patients and an infusion pump for use when an acute care hospital calls 9- 1-1 for interfacility transport services (formerly known as "re -triage"). (Note: this does not imply that our dedicated paramedics would be dispatched to private interfacility transport requests. This applies ONLY to 9-1-1 service requests in our contracted service area and as an added benefit of awarding Lynch EMS this service contract.) Because our paramedics are already specially trained in the use of these devices, we will be able to seamlessly integrate them into their 9-1-1 responses when it will benefit patient outcomes.
Peer -reviewed research has shown that mechanically ventilated patients have significantly better outcomes and fewer complications when their mechanical ventilation is maintained instead of switching to a bag -valve mask (BVM) for transport. We use this equipment and training to protect our patients and to provide the highest possible level of ALS transport care. At the time of this writing, we are not aware of any current 9-1-1 service provider who has opted to equip their ALS response units with this optional equipment, which will make the City of Placentia the only city in Orange County whose contracted ALS service provider will provide these additional services to its residents.
Lynch EMS Proposal to RFP No. 2018-0l j Prepared for the City of Placentia' February 27, 20191 Page 68
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
17, RESPONSE TIME PERFORMANCE
• Indicate Proposer's acknowledgement of Exhibit A. Section fi herein. • Describe Proposer's operational plan and commitment to comply with the requirements of this section for each item topic listed,
• Indicate any additional proposed enhancements related to this provision.
We acknowledge Exhibit A. Section 8 in the City of Placentia Request for Proposals for 9- l-1 ALS Emergency Medical Services.
Response Time Call Phases
9-1-1 ALS Unit Turnout Time Intervals
Lynch EMS understands response time goals vary widely from community to community.
As an organization, we are proud to say we have worked within the City and as part of this very community for over thirty years. We are very familiar with the geography, city layout, traffic patterns, high demand areas and community hospitals.
Lynch EMS utilizes Zolt's RescueNet Dispatch software. This program tracks time intervals at all stages of an EMS request for service in the order following: call taken, call taken to unit assigned, unit assigned to crew enroute. unit enroute to on scene, unit on scene to transporting, unit transporting to destination, and from unit at destination to clear/ back in service.
The Lynch EMS leadership and CQI teams review call transaction times both daily and monthly.
They are additionally reviewed over larger periods of time to track and trend, as well as to address any areas of concern. If an item has been identified as a potential area for improvement, the Lynch EMS CQI team will form a sub -committee composed of subject matter experts to both understand the cause of any fallout as well as recommend steps to be put in place to correct any issues moving forward.
Lynch EMS ALS units averaged a 1 minute 14 second turnout time during the calendar year for 2018. We anticipate this time will be additionally reduced once these units are deploying from stations located within the City of Placentia.
Lynch EMS has continuously invested in new technology in order to enhance communication abilities of our fleet and our Communications Center. As one of his first major projects, our Director of Operations developed and implemented a plan to equip our entire fleet Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia l February 27, 20191 Page 69
nflear son
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
with GPS tracking software to improve our ability to track and trend response times. Our Communications Center uses the tool to assist crews with routing and to plan ahead for any hazards or traffic concerns that could impede our response times. We are also able to use GPS tracking to compile response time data in a clear, objective way that allows us to continuously improve our response times. As stated earlier, Lynch leadership will review all ALS turnout time intervals to ensure we are exceeding the City of Placentia's expectations for this measurement.
Lynch EMS responds to ALS requests for emergent transport twenty-four hours a day throughout all of Orange County. We regularly evaluate system demand and make adjustments through crew scheduling to deploy resources in such a way as to always be in compliance with OCEMS response time standards.
9-1-1 ALS Unit Response Time Intervals
Placentia Linda Hospital (PLH) Emergency Room called Lynch EMS for a "Code 3" (lights and sirens) response for an acute MI (heart attack) at 8:06 AM on the morning of February 8, 2019. Our paramedic crew had begun thcir shift just 6 minutes bcfore the call came in. The on -duty Supervisor assisted the crew to launch their ambulance as quickly as possible. The following times were recorded in our RescueNet dispatch software:
08:06 — Call Taken
08:08 — Enroute (normal shift launch takes 20 minutes and the crew was able to launch only 2 minutes after the call was taken)
08:15 — On Scene (7 -minute response time, 9 minutes from call taken to on scene) 08:28 — Transporting
08:43 — At Destination (St. Jude)
This is one of many examples of Lynch EMS paramedic turnout times and response times, and it is only fitting that Placentia Linda Hospital, in our neighboring City, was able to call on us to transport a patient in dire need of a cardiac catheterization lab.
In 2018, Lynch EMS responded "Code 3" to Placentia Linda Hospital (PLH) for many unscheduled, emergent, Advanced Life Support (ALS) transports for patients who were diagnosed with Acutc MI, CVA (stroke), or Traumatic Injury and required a higher level of care. Our Lynch EMS Proposal to RFP No, 2018-01 I Prepared for the City of Placentia February 27, 2019; Page 70
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
average response time to these requests was 8 minutes, 56 seconds — an impressive number when considering the fact that Lynch ALS paramedics cover the entire geographical area of Orange County. To achieve this, our ALS units are strategically posted in locations throughout the County to ensure a swift response time for each facility who calls on us for service. Equally impressive is the fact that our closest posting location to PLH is 7.6 miles away. Therefore, even at a distance farther than the entire square mileage of the City of Placentia, we have shown that we respond quickly and safely to emergencies within the City for these critical patients.
How much faster will Lynch EMS respond to 9-1-1 service requests with two dedicated ALS units staffcd within the City of Placentia? Considering all the data we have related to our response records, we are confident that we will not only meet, but also exceed the response time compliance expectations set forth in the Request for Proposals. Please consider the following data:
2018.01 2DSP-07. 2018-01 2(518.04 2018.05 2018416 2018-07 2-018 .8 2018-09 2018-10 2018-11 2018-12 "rnIAI 711 ?i9 )3S 3504 ]72 ]56 180 340 J-03 7414 337 1g6
On Time
Cnmpilanoe
• .
Lynch EMS has a proven history of response time compliance, which exceeds the requirements set forth by Orange County EMS as a licensed IFT-ALS service provider. Our paramedic fleet ran 5,644 IFT-ALS transports in 2018. OCEANS Policy #777.00 requires [FT-ALS service providers to respond to service requests within 30 minutes. Our average response time for the 2018 calendar year — which is submitted to OCEMS monthly and is monitored by their CQI Liaison — was under 25 minutes (16% faster than required by policy). Our monthly response time compliance was 100% for both 2017 and 2018. We saw an 8% increase in total call volume (426 more transports) in 2018, and we were successful in maintaining full compliance.
Response time compliance requirements for IFT-ALS service are longer than the response times required by 9-1-1 service. IFT-ALS service requests are for patients already under the care of medical professionals and are not restricted by city houndaries. We acknowledge and understand the need for faster responses for 9-1-1 calls and as we have shown above, our Code 3 response times to unscheduled emergent transports are excellent. In fact, in 2018 our ALS average response time for Code 3 service requests was nearly 50% faster than is required by policy. We arc confident that we will achieve a 90% or better response time compliance based on Lynch EMS Propose to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 71
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
the fact that our service area will be much smaller, will be covered by ALS units posted within the City of Placentia 24 -hours a day, and that the area covered by each ALS unit is significantly smaller than what is covered by our IFT-ALS paramedics.
Our ALS fleet currently covers the entire geographical area of Orange County (over 900 square miles). During peak volume hours, each ALS unit may cover over 150 square miles of service area. We ensure sufficient arca coverage using ALS response units managed by our Communications Center using a System Status Management deployment pattern.
The City of Placentia, by contrast, contains a service area of 6.6 square miles. Lynch EMS will dcdicate two (2) ALS units for 9-1-1 response, so each ALS unit would be responsible for covering only 3.3 square miles — an area nearly 50 times smaller than each ALS unit currently covers. We have recently performed a series of timc trials throughout the City. We have averaged between nine and ten minutes to cross Placentia at its widest point while driving Code 2, without lights and sirens. The following screenshot from our GPS tracking system illustrates the route taken during one of thcsc time trials across City limits:
**GPS screenshot: Blue line represents route driven by Lynch EMS.
Our operations staff works closely with the Communications Centcr to ensure that our crews respond to calls for service quickly. Many members of the Lynch EMS team have experience working in and managing a 9-14 response system, Lynch EMS paramedic field Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 2019] Page 72
Zymag *
Proposal for City of Placentia
9-1-t Advanced Life Support Emergency Medical Services
crcws assigned to work in the City of Placentia will be selected from among our staff members who have previous or concurrent experience responding to 9-1-1 calls in surrounding counties.
This experience has proven to enhance their capabilities when responding to calls within the Orange County system.
Our Communications Supervisor has been instrumental in overseeing the Communications Department from the inception of our ALS program. She is responsible for maintaining proper call intake processes, as wellas assigned and unit response time standards.
She maintains certification as an Emergency Medical Dispatcher and Emergency Telecommunications Instructor. She also has previous work experience as a Dispatcher with the Riverside County Fire Department.
Our Paramedic Supervisor has been with Lynch EMS since just after the start of the ALS Program. He oversees the daily and long-term success and growth of IFT-ALS in the County. He takes personal responsibility for the hiring, initial and ongoing training, scheduling and. deployment of all Lynch EMS paramedics. He is also one of the many Lynch EMS paramedics who has concurrent 9-1-1 Field experience outside the County.
Our Director of Operations has nearly ten years of experience working in a 9-1-1 EELS ambulance setting as a field EMT, Dispatcher and Manager. FIe was a central figure in maintaining on -time compliance, deficiency identification, and timely reporting to contract administrators. He is a dedicated leader and has heen centrally involved in nearly every major operational improvement our organization has undertaken, including the development of the first IFT-ALS service provider pilot program in Orange County. He will work closely with all Lynch EMS staff to ensure that every component of the contract meets or exceeds the expectations of the City of Placentia.
We will deploy two twenty-four hour ALS units each staffed with two paramedics. They will be responding to calls for service from the two City fire stations. Lynch EMS headquarters is located approximately seven hundred feet from the City limit of Placentia. This building will effectively serve as a third station to respond from at periods of high call volume. Lynch EMS brings the addcd benefit of deploying a fleet of IFT-ALS units daily. These units are not committed to coverage of any other City or County contract. This gives us the unique ability to supplement the units dedicated to the City of Placentia without pulling resources dedicated to 9 -1 - Lynch EMS Proposal to RIP No. 2015-01 I Prepared for the City of Placentia 1 February 27, 20191 Page 73
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
1 coverage of another area should the need arise.
Our paramedic personnel arc familiar with the geographical response area of Orange County. They have experience transporting patients from every city in the County, and to every Emergency Receiving Center in the County.
Response Time Compliance Reporting
We will provide the City with monthly and quarterly reports showing our response time compliance for both of the response time performance phases (Turnout Time Intervals and Response Time Intervals) within 10 days of the end of each month and within 10 days of the end of each quarter in both an excel format and a PDF report as requested by the City. As noted elsewhere in this proposal, Lynch EMS submits monthly and quarterly reports to several agencies including the Emergency Medical Services Agencies governing Orange County, LA County, Riverside, and the Inland Counties. We are competent and familiar with regular reporting requirements and will submit all reports in a timely fashion.
Reporting Deficiencies
Lynch EMS is confident that our ongoing experience in report submission will ensure that we do not fall deficient in our monthly and quarterly reports. We acknowledge the need for timely, complete, and accurate reports, and we acknowledge the penalty of $100 dollars per day, which would be assessed for timely reporting deficiencies.
Response Time Compliance Monitoring and Management
We acknowledge and understand the three levels of response time performance non- compliance set forth in the City's RFP as well as the current processes for each of these three levels of non-compliance.
We acknowledge that if in any quarter we fail to meet the minimum standards set forth by the City of Placentia's RFP for one or more of each of the two phases, we will be deemed to have a response time deficiency.
We acknowledge that if in any two quarters, within a 12 -month period, we fail to meet the minimum standards set forth by the City of Placentia's RFP for one or more of each of the two phases, we will be deemed to have been in response time breach.
Lynch EMS Proposal to RFP No. 2018-01 J Prepared for the City of Placentia I February 27, 20191 Page 74
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Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
We acknowledge that if in any three quarters, within a 12 -month period or if in more than four quarters within the five-year contract term, we fail to meet the minimum standards set forth by the City of Placentia's RFP for one or more of each of the two phases, we will be deemed to be in response time default.
Lynch EMS is confident that we will meet all response time performance rcquirernents as the City's 9-1-1 ALS Service Provider and we have detailed our plan to do so above. However, we also understand and acknowledge the requirements and penalties set forth in the RFP should we be found deficient, or in breach, or in default of the City's expected response time performance standards.
Response Time Non -Compliance Cure Processes
Findings of Response Time Performance Deficiency
We acknowledge that should we be deemed to have a response time deficiency as defined above, we will be required to submit a corrective action plan ("CAP") detailing the reasons for the deficiency, our plan to obtain full compliance, and our estimated timeline for obtaining full compliance - to the City within 10 days' notice by the City of said deficiency and that the CAP will be reviewed by the City within 10 days of receipt. We understand that the City will either approve or reject the CAP and that, should the CAP be rejected, we will be required to submit a revised CAP within 10 days thereafter containing additional corrective actions according to written directive of the City which will be reviewed by the City within 10 days. If the revised CAP is rejected, we understand that we will be found to be in response timc performance breach,
Findings of Response Time Performance Breach
We acknowledge that should we be found to have a response timc breach, that we can be fined a penalty of $5,000.00 and that we will be required to submit a CAP - detailing the reasons for the deficiencies which resulted in the breach finding, our plan to obtain full compliance, and our estimated timeline for obtaining full compliance - to the City within 10 days' notice by the City of said breach and that the CAP will be reviewed by the City within 10 days of receipt. We understand that the City will either approve or reject the CAP and that, should the CAP be rejected, we will be required to submit a revised CAP within 10 days Lynch EMS Proposal to RFP No. 2018-01 Prepared for the City of Placentia I February 27, 2019( Page 75
Um= sta
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
thereafter containing additional corrective actions according to written directive of the City which will be reviewed by the City within 10 days. if the revised CAP is rejected, we understand that we will be found to be in response time performance default.
Findings of Response Time Performance Default
We understand that should we be found to be in response time default, that we will be required to submit a CAP - detailing the reasons for the deficiencies which resulted in the finding of a response time default, our plan to obtain full compliance, and our estimated timeline for obtaining full compliance - to the City within 10 days' notice by the City of said default and that the CAP will be reviewed by the City within 10 days of receipt. We acknowledge that any approval of a CAP submitted under a response time default may be provisional and solely for maintaining service continuity during the selection and transfer of services to an alternate service provider. We also acknowledge that in the cast of a finding of default, we can be fined a response time penalty of $25,000.00 and that the City Administrator will perform a review of our service and will determine whether there is a need to recommend to the City Council that they initiate the process to terminate our Service Provider agreement for cause, to invoke the performance guarantee provision, and to secure a replacement Service provider to assume services on an emergency basis as may be needed.
Lynch EMS Proposal to RFP No, 2018-01 1 Prepared for the City of Placentia 1 February 27, 20191 Page 76
Proposal for City of Placentia
9-1--1 Advanced Life Support Emergence Medical Services IN. PATIENT CARE REPORTING AND DATA SUBMISSION
• Indicate Proposer's acknowledgement of Exhibit A. Section 9 herein. • Describe Proposer's operational plan and commitment to comply with the requirements of this section for each item topic listed.
• Indicate any, additional proposed enhancements related to this provision.
We acknowledge Exhibit A. Section 9 in the City of Placentia Request for Proposals for 9- 1-1 ALS Emergency Medical Services.
Since 2013, Lynch EMS has utilized the Orange County EMS electronic patient care reporting ("ePCR") software platform OC-MEDS Hub. The current version is compliant with NEMSIS v3.4 format standards and Orange County EMS Policy #300,_30 OC-MEDS-- EMS Provider Patient Care Reporting.
As part of our Continuous Quality Improvement (CQI) plan, Lynch EMS tracks our compliance with all required documentation elements pursuant to the requirements set forth in Orange County EMS Policy #300.10 OCttEDS Documentation Standards. See the following section, Section 19 Continuous Quality Improvement Plan, for more information.
As a current user of OC-MP.I)S flub, Lynch EMS meets and complies with the requirements of Orange County EMS Policy g300.32 OC-MEDS - EMS Provider Data Submission Process and Orange County EMS Policy #300.20 OC-MEDS System Management and Support.
Lynch EMS Proposal to RFP No. 20 t 8-0 1 (Prepared for the City of Placentia February27. 20191 Page 77
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 i Prepared for the City of Placentia j February 27, 20191 Page 78
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
19. CONTINUOUS • UALITY IMPROVEMENT PLAN
• indicate Proposer's acknowledgement of Exhibit A. Section 10 herein. • Descrihe Proposer's operational plan design to comply with the requirements of this section.
• Indicate any additional proposed enhancements related to this provision, We acknowledge Exhibit A. Section 10 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
Lynch EMS has developed and maintains a comprehensive plan for Continuous Quality Improvement (CQI) for our entire operation that has been approved as a requirement for licensure by the local EMS agencies of each county we operate in (See Attachment 8 in Binder 2). Specific to our licensure as an IFT-ALS provider in Orange County, Orange County EMS (OCEMS) reviews and approves our CQI Plan on an annual basis, ensuring it meets the requirements set forth in County policy. In order to ensure that the CQI Plan reflects the current state of the company's CQI activities, the CQI Plan is reviewed and updated by the CQI Committee on an annual basis.
As the ('Q[ process is an integral part of nearly every process at Lynch EMS, CQI principles are applied to areas including but not limited to patient care, safety, resource management, internal and external complaints, commendations, and more. We recognize that quality improvement itself requires continuous and ongoing monitoring and improvement. For this reason, the leadership team at Lynch EMS maintains a CQI committee which meets Quarterly to discuss the efficacy of our current quality improvement initiatives, review Key Performance Indicators (KPI), determine the presence of patterns or trends, and develop strategics for improvement when necessary.
Our current CQI Plan lists these roles and responsibilities of our CQI Committee:
1. Provide oversight to keep program in alignment with established goals.
2. Audit and update the Lynch EMS Q1 Plan annually or more frequently as needed.
3. Review CQI program findings quarterly or more frequently as needed.
4. Identify areas of needed improvement and maintenance of competency.
S. Review sentinel and near -miss events and develop plans to prevent reoccurrence.
Lynch EMS Proposal to RFP No. 2018-01-I Prepared for the City of Placentia I February 27, 20191 Page 79
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
6. The CQI Coordinator shall maintain open communications with LEMSAs and other local providers for the development of improvement plans,
7. Maintain open communications with RNs2Go and any other third -party contractors.
8. Create and supervise Quality Task Forces as needed.
9. Participate in meetings and presentations of state and local EMS system information for peer review with local designated advisory groups and other authorized constituents.
10. Participate in LEMSA EQIP programs, including making available mutually agreed upon relevant records for program monitoring and evaluation at county and state level, The CQI Committee is comprised of the following representatives:
• Chief Executive Officer
• Director of Support
• Facilities and Fleet
• Medical Director
• Scheduling Manager
• CQI Coordinator
• Dispatch Supervisor
• IFT-ALS Coordinator
• Paramedic Representative
• Director of Operations
• EMT Representative
• Operations Manager
• Paramedic Supervisor
In addition to a review of the past quarter's KPI data, each CQI committee meeting also includes a discussion of every KPI to determine whether it is still a useful indicator. When a KPI consistently meets or exceeds the desired benchmarks, it may be removed as a focus point so our team can put its efforts into a new action item that needs attention. New KPI may also be proposed during CQI committee meetings based on operational changes, participation in pilot programs, changes to County policy, or in other cases when the need for a new indicator has been identified.
At times, the CQI Committee will decide to form a small workgroup, called a Quality Task Force (QTF), to formulate a solution to a specific improvement initiative. These workgroups allow active participation from non -management employees in our quality improvement activities. The QTF may be comprised of personnel of the CQ1 Committee, any employee who has skills or knowledge useful to the topic, or may include consultants or experts from external agencies as needed. Each QTF is assigned one specific project and is disbanded by the CQI Committee upon completion of the project. A member of the CQI Committee who oversees the communication between the QTF and the CQI Committee chairs each QTF team.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 2019] Page 80
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
avoid unnecessary trips to the ER, which often result in a loss of hospice coverage. This program allows us to provide hospice paticnts with relief and provide their families with reassurance while maintaining the patient's hospice status. The program has reduced the stress on paticnts and families who are going through a challenging time in their life. We are passionate about developing innovative solutions to the complex challenges that face the EMS transport community, and we have shown that our leadership and EMS providers are forward thinking, enthusiastic, and competent in developing and implementing pilot and research programs. We will work with thc City of Placentia to address the unique needs of its residents and emergency response personnel.
We have identified two futurc pilot programs that we will pursue as they become available: The Emergency Triage, Treat, and Transport (ET3) Model, which would allow for alternate destination and billing options for 9-1-1 callers who do not truly need care in an Emergency Room. This project would ideally result in a reduction of costs for both Lynch EMS and the City of Placentia, and we will work with the City to determine whether this project would be of mutual benefit. The other project, which is currently underway in Orange County, is the Health Information Exchange pilot. This govemment-funded project provides two-way electronic communication interface between EMS patient data and acute care hospitals. The shared information serves to provide enhanced continuity of care for patients and provides a wealth of data to be used for CQI and training purposes. We have submitted a formal letter of interest to thc OCEMS HIE program manager, Laurent Repass. The project is currently only open to 9-1-1 service providers, and following contract award, we will submit another letter of interest to apply for this pilot project. We are looking to pilot this project for our IFT-ALS program as well.
Lynch EMS has become an organization that recognizes the value of continuously improving our organization through careful data collection and reporting, planning, and utilizing thc unique talents of each of our team members to respond to the constant changes within the EMS community. We look forward to collaborating with the City of Placentia to develop new and innovative strategies for improvement during our contract period serving as your 9-1-1 ALS service provider.
Lynch EMS Proposal to RFP No. 2018-01 .. . ..._. _. Prepared reddfor the City of Placentia J February 27, 2019 Page 82.__
EMS
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
20. CLINICAL AND OPERATIONAL BENCHMARK'ING
• Indicate Proposer's acknowledgement of Exhibit A. Section 11 herein. • Describe Proposer 's operational plan and commitment to comply with the requirements of this section for each item topic listed.
• Indicate any additional proposed enhancements related to this provision. • Demonstration of the ability to generate outcomes/clinical process of care reports that are compliant with the quality measures contemplated for reporting.
We acknowledge Exhibit A. Section 11 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
Our organization is dedicated to carefully tracking both clinical and non -clinical Key Performance Indicators (KPI) which are relevant and useful for the Continuous Quality Improvement (CQI) process at Lynch EMS. We currently measure process -oriented and outcome -oriented indicators which have been instrumental in improving and maintaining a high standard of efficiency, patient care, and safety.
These indicators are developed by our CQI committee and are reflective of the careful attention each member of our leadership team gives to reviewing performance, documentation, and employee health, safety, and satisfaction. We have seen significant positive changes in the organization as a result of this process, and we are confident that our team will provide the same attention to the 9-1-1 ALS program in the City of Placentia. As quality improvement and operational benchmarking are continuous processes, additional KPIs may be added annually or sooner as dictated by observed need, regulatory requirements, and changes in operational procedures.
Lynch EMS currently creates and maintains all data required to conduct our KPI benchmarking process and provides regular reports to Orange County and Los Angeles EMS that consistently meet or exceed the standards required by policy. We will provide similar reports to the City of Placentia that are tailored to its specific needs and that are developed in conjunction with the City's EMS leadership.
Outlined below is a list of our current KPI followed by a list of KPI we have developed to address the specific needs of a 9-1-1 response service for the City of Placentia. As noted Lynch EMS Proposal to RFFNo. 2018-01 ( Prepared for the City of Placentia ( February 27, 2019( Page 83
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
elsewhere in this proposal, our leadership team has significant experience in the 9-1-I EMS industry, and these indicators were developed using that experience as a tool to guide inir process.
In order to keep this section concise, we have simply listed our current KPls and have expanded a detailed explanation only for the proposed 9-1 -1 ALS KPIs related to this new service contract.
Each of our current K.PIs is reviewed in a similar manner to what is listed in the detailed view. 2019 Lynch EMS key Performance Indicators
(Current Lynch EMS kPls)
Indicator Name
Indicator
Code
ALS/
BLS
Frequenryof
Reporting
Requesting
Agency
EMT Turnover Rate
LYN-01
IPst.
Quarterly
Lynch EMS
Daily Vehicle Checklist;
t..YN-0%
froth
Quarterly
Lynch EMS
Gurney Maintenance
LYN-U3
Both
Cal arterly
Lynch FMS
Pairs ASsC.SsmFnt and Ducu entatiCn
LYN-Di
Both
Muntnly
Iyndi' EMS
Carniac Monitor U.e and Documentation
I YN-05
ALS
Monthly
Lynch EMS
Pulse Oxrrnctry ()se and Documentation
LYN-Di
Al S
Monthly
Lynch FMS
Critical IV Ilse and Dacumcntatior,
LYN 07
ALS
Monthly
lynch EMS
L..,cle 3 Upgrades
l YN-08
ALS
}
"entity
Lynch FMS
PCP L'atd OLiility Assessment • Assessment.
LYN 05
Both
.v1int5riy
Iynch CMS
______
t'CR Data Q.Iality A5�c mcnt - Situation
t'qq- W
Rultr
Bath
Monthly
Lynch. EMS
_.� PCR Data C.uahty Assessment - I imcs
Lyr,,,r-11
Monthly
Lynch FMS
I'CR Data Quality Assessment Response
LYN-12
Both
NIan hly
Lynch LMS
PCR Data Quality AssossmPrt - Destination
Name and Code
LYN-13
Both
Monthly
Lynch EMS
PC.R Data Quality Assessment Posting Trrne
:':(N t4
Roth
Monthly
Lynch EMS
PCR Data Ouahly Assessment - Patient Volume
Verification
LYN 15
Bath
Monthly
Lynch FMS
Two Sets of Vital Signs
OC-2
BUS
Quarterly
Orange
County
Pain Interventions
OC-3
BLS
Quarterly
Orange
County
Ambulance Patient Offload Time
LA -03
Both
Monthly
Los Angeles
county
Transfer of Care Vital Signs
LA -04
BLS
Monthly
Los Angeles
County
Hospice On Time Performance
LA -05
Both
Quarterly
Los Angeles
County
Lynch EMS Proposal to RF P No. 2.018-01 I Prepared for the City of Placentia I February 27, 2019! Page S4
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Percent of BLS Transports That Obtained At Least Two Sets of Vital Signs Prior to Transfer of Care (2018) lanualy Februiiy Murc91 4pr11 May June tub/ 4upust September October November Ue[emDer January (2019)
44.0% 49.0% 49.c% 52 016 63.0% 70.0% M.616 91.3% 53.2% 49.i% 90.1% 90A%• 90.7% Naarr,ny AltA: 7110 ml 06IMAM litre Irkrtt•1c•-.
Ii V envoy spur for P:Inv• Int 1 -IS KPI r.
lJ+•I:•wu shg111. P•r^'rtl^ slenal lspcskd
•n hrCO3 eurrd:utlrrlIcill nI(eaunty.
c.lrc•r.1 ;! Ie+r, reg PAN •r I he .It:;wsr :rIa Iron e I vital Sigh 5.
r
I eh'. nary MIL The lb bourn,
1.nm Es4ey N.emIe.tI • r
Tob1+:n Ingacal re•elr 1Pr tr.•
ti olet L'I l utrh'r•e'• 1 t'l;..S;1Y
Yllgfti,IJ!'ly r r4r;l'e.--v tt u'
OCEMS.
t
rmt2J11A::v,xree.ory.tTlfl:v0r: rr.nLtbrerol:z.rmlt 1
Cmuroy.•s-.svh:I •.❑ nfh.le'ufal!W meethreJv :r Mi
1451: r1 ^uy11W rttt I 1p 1.
Itoy ?DV: is e.eAr;f. L r•:h'WS% rr- tM.nly s4(tut
11CiMiFr r v4 tie ei ur tee 1 a QOM.: Meng, xE1N :,1er;aes In tw GI l',env!Coatd ir.dr as a r►r, r tp.I% ctrl v
r}•alydrargesl+rstirkre{'^_C1en1-r I,:II•r.(:cJ•.Ir�:lr'a ubpertln'f lm n:1v}.
April W1t1. r•:'. •.r• ir't?AV7- ea'104451sp:.st�l
rth tl+I• :1115...1•[1, IerogrIr.n,p, Or 4++n rtl
.•311 oplhlnatlydel.,iv 9r11.ag17+lAlhln Ar6 ne'tut PI ,Ilh, .hdlR1 •,1IL..rh,u'.+11n_.b'la'rlerwrtab.li p •.pant vita.
ptocc d ue • I. r? + . t• •:: n • the 'tit hr ore
3411.1,70/ re bnrary Marl, Acv,I AiJ: lune Juy Auttu•J September Ortnhrr tie..ember Datrtuber bowery (26 L9)
The graph above shows that our efforts to improve a benchmark, which was below our standard, were effective. We saw a 22% increase towards our goal threshold using interventions decided upon by the CQI Committee. We also saw a somewhat artificial increase towards our goal when OCEMS removed one of the requirements for this indicator. However, we were able to realize a significant improvement before the indicator's requirements changed, and the change was duc in large part to our voluntary participation in the OCEMS Private Provider CQI Workgroup that meets quarterly and we will continue to attend.
The chart on the next few pages contains 10 Kcy Performance Indicators we propose to add to our benchmarking process. We have researched indicators that are widely used by large 9- 1-1 ALS service providers across the country and have developed these as a tentative list to tailor our CQI process to meet the needs and respond to the challenges of the 9-1-1 system. We look forward to working with the City of Placentia to modify, remove, or add indicators as needed for the specific population we intend to serve.
Lynch EMS Proposal to RFP No. 2018-011 Prepared for the Cily of Placentia I February 27. 20191 Page 85
&moor *
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Proposed Lynch EMS 9-1-1 ALS Key Performance Indicators Clinical KPI
___...._._.
1. Scene and Prehospital Time for STEMI, Stroke, and Trauma Definitions
Scene: Time from on -scene arrival to beginning of transport to specialty receiving center averaged monthly. Pre -Hospital: Time from call received to arrival at specialty receiving center averaged monthly.
Relevance
All patients requiring specialty receiving center interventions have one thing in common_ The faster they arrive at destination, the better their outcome.
Goal
Sccne and Prehospital average times for these patients which are shorter than for patients not requiring specialty services.
Data Source
RescucNct Computer Aided Dispatch (CAD).
2. Cardiac Arrest ROSC Rate After Defibrillation
Definitions
Percentage of cardiac arrest patients who, prior to transfer of care at receiving facility, have return of spontaneous circulation (ROSC) after defibrillation.
Relevance
ROSC rates are currently used as an indicator of high quality CPR and ACLS delivery nationwide and provide a quantitative benchmark for assessing the efficacy of these interventions.
Goal
ROSC rates above the Countywide average.
Data Source
Electronic Patient Care Reports (ePCR) and OCEMS system data.
3. Advanced Airway Placement Success Rate
Definitions
Ratio of calls (as a percentage) where an advanced airway (endotracheal tube or laryngeal mask airway) was attempted at least once and calls where an advanced airway was successfully placed.
Relevance
Advanced airway placement is a high -risk, low -frequency skill and is a critical contributing factor to patient survival when the airway is compromised.
Goal
100% of calls whcre an advanced airway is attempted are successful in placement.
Data Source
ePCR data; 100% chart review of all attempted advanced airways.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City al -Placentia I February 27, 20191 F ge 86
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
4. Base Hospital (BH) Contact
Definitions
Percentage of calls requiring BH contact per OCEMS policy where BH contact was made by the paramedic team.
Relevance
Lynch EMS paramedics do not currently make BH contact and it is important to track their compliance in this area as it is specific to 9-1-1 responses.
Goal
BH contact is made by paramedic team for 100% of calls requiring BH contact per OCEMS policy or there is reasonable documentation as to why BH contact was not possible_
Data Source
Retrospective chart review: 100% complete review for all patients transported to a specialty receiving center or whose primary impression, vital signs, or recorded interventions indicate the need for BH contact (Chart review is currently done by a former OC MICN).
5. Standing Orders, Policies, and Procedures
Definitions
Percentage of reviewed ePCRs with documentation showing compliance with all OCEMS standing orders, policies, and field procedures which apply to the patient being treated.
Relevance
Reviewing patient care documentation for deficiencies in these areas serves several purposes by identifying trends in care delivery which will serve as a guide for implementing system changes when appropriate, and to identify individuals who may need supplementary training or education to provide the best possible care to cach patient we treat.
Goal
100% of reviewed ePCRs document compliance with all applicable OCEMS standing orders, policies, and field procedures.
Data Source
ePCR data from retrospective chart review.
Response Time Performance KPI
6, Monthly Response Time Performance by Call Phase
Definitions
9-1-I ALS Turnout Time Intervals: Average monthly time in minutes between EMS call assignment and initiation of response. 9-1-I- ALS Unit Response Time Intervals: Average monthly time in minutes from EMS call received to arrival on -scene.
Relevance
Response time call phase review and reporting is required for compliance with both OCEMS and as a requisite of Lynch EMS's contract with the City of Placentia. Rapid turnout times and scene arrival times are essential to providing the public with high quality 9-1-1 medical response.
Goal
90th percentile turnout time intervals shorter than 1.9 minutes and 90th percentile total response times shorter than 7.9 minutes.
Data Source
RescueNet Computer Aided Dispatch (CAD) with integrated GPS vehicle tracking.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 87
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
7. Late Call Analysis
Definitions
Root cause analysis for any total response time interval greater than 8 minutes.
Relevance
Response time intervals greater than 8 minutes fall outside the 90th percentile range requested by the City of Placentia and a root cause analysis may reveal the opportunity for operational modifications to prevent recurrent late responses.
Goal
100% of response time intervals greater than 8 minutes receive root cause analysis revealing factors within our organization's control which may be modified to prevent future late calls.
Data Source
RescueNet Computer Aided Dispatch (CAD) with integrated GPS vehicle tracking.
8. Mutual Aid Ratio Analysis
Definitions
Comparison of the number of mutual aid responses provided by Lynch EMS to other agencies and the number of mutual aid responses provided to Lynch EMS from other agencies.
Relevance
Balanced mutual aid responses prevent our ALS units from being disproportionately called for service outside our contracted service area and prevent other agencies from receiving disproportionate calls for service into our contracted service area. For both parties, an imbalance may contribute to longer average response times.
Goal
[ to 1 ratio of mutual aid provided by Lynch EMS and mutual aid provided to Lynch EMS
Data Source
i
Internal data collected by Lynch EMS; data from by mutual aid partners.
Customer Satisfaction KPI
9. Core Values
Definitions
Percentage of customer service surveys selecting "yes" to the question:
"Did the paramedics act in a professional and compassionate manner?" Relevance
Lynch EMS Core Values reflect our concern for our customers as people, not only as paticnts. These values are especially important when providing service to patients dialing 9-1-1 who may be ill or injured.
Goal
100% of surveys answer "yes" (if the question is answered at all).
Data Source
Customer satisfaction surveys
}^rON S p; 2311%.-QA't91 rate;' 'An C'tcy 'i &Uruaryii, T^v'i rage%
LPN= *-zass
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
10. Improvement of Symptoms
Definitions If
Percentage of customer service surveys selecting "yes" to the question:
you were in pain, discomfort, or had difficulty breathing: "Did you feel less pain, discomfort, or difficulty breathing atter the paramedics treated you?"
Relevance
Pain, discomfort, and difficulty breathing can and should be treated by paramedics when appropriate. In most cases, patients should feel some relief before arriving to the hospital.
Goal
90% a of surveys answer "yes". Not all discomfort can be treated under standing orders (such as chronic back pain) so 100% is not realistic.
Data Source
Customer satisfaction surveys
This list on the next page is what we used to create the detailed indicators above and is based on indicators that our research has shown to be useful by other providers of 9-1-1 ALS service. In order to keep data relevant and useful, wc combined several of the indicators into a single KPI above, although we will track and trcnd the items below regardless of whether it is listed as an official KPI. It is also worth noting the size of our organization compared with the relatively low frequency of injuries and collisions wc experience. This allows us to address each injury or collision on a case-hy-case basis and perform a full root cause analysis. Thus, they arc not listed as KPIs although we do keep records of each ineidcnt and our Safety Officer tracks any common tactors that would suggest a trend. (See Section 15 "Personnel Standards" for a description of our Injury and Illness Prevention Program for further detail).
Lynch EMS Proposal to RIP No. 2018-01 I Prepared for the City of Placentia J February 27.20191 Page 89
Lnwts *
Proposal for City of Placentia
9-1-1. Advanced Life Support Emergency Medical Services 9-1-1 ALS Key Performance Indicators
(Descriptions of indicators provided on the next page)
Indicator Name
ALS/BLS/911
Indicator
Code
Frequency of
Reporting
911 Call Volume
911
PL -01
Quarterly
Turnout Time
911
911
PL -02
Monthly
Monthly
Response Time
PL -03
Scene Time
911
P L-04
Monthly
Transport Duration
911
_....._...—._
9 L 1
PL -05
Monthly
......._...Cardiac....._. __.__. ..__. .. _......__._..____ Arrest Call Received to
Defibrillation
PL -06
Monthly
Cardiac Arrest Arrival on Scene to
Defibrillation
911
PL 07
Monthly
Stroke Total Call 'l'inie
911
Pl..-08
Monthly
Scene Location
911
PL -09
Quarterly'
Specialty Center Utilization by Type
911
PL -10
Quarterly
Transport Mode
911
PL -1 1
Quarterly
Response Type
911
P L-12
Quarterly
Monthly
Chief Complaint
911
PL -1.3
Cardiac Arrest Disposition
911
PI.. -141
Monthly
ETT Success Rate
911
9 1 1
PL -15
PL -16
Monthly
ETCO2 Utilization
Monthly
Mutual Aid Requests
91 l
PL -17
Quarterly
Extrication Using Fire Service
911
PL -18
Quarterly
Police Utilization
911
PL -I9
Quarterly
Lynch EMS Proposal to RIP No. 2018-01 I Prepared for the City of Placentia 1 February 27, 20191 Page 90
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Ititli tur \onur
Dcseription
911 Call Volume
Measures the quarterly volume of 911 calls received requesting emergency medical services.
Turnout Time
Measures time between when a call is received by an assigned unit and when that unit begins moving toward the scene.
Response Time
Measures time between when a responding unit begins moving toward the scene and when that unit arrives at the scene.
Scene Time
Measures time a responding unit spends on scene.
Transport
Duration
Measures the time between when a transporting unit leaves scene and when that unit arrives at destination.
Call Received to
Defibrillation
Measures the time between when a 911 call was received for a cardiac arrest and when the first shock was delivered to the patient.
On Scene to
Defibrillation
Measures the tune between arrival on scene for a cardiac arrest patient and when the first shock was delivered.
Stroke Total Call
Time
Measures the time between when a 911 call was received for a stroke and when the patient arrived at destination.
Scene Location
Records the type of scene responded to (private residence, assisted living, urgent care, etc.).
Specialty Center
Utilization
Records the type of specialty centers (Emergency, Stroke/Neurology, Cardiovascular, or Trauma) by transport destination.
Transport Mode
Records transport mode (Code 3 vs Code 2) from scene to destination.
Response Type
Records the volume of 911 requests, arrivals, and transports performed, and analyzes the ratios between them.
Chief Complaint
Records the chief complaint of each patient contact.
Cardiac Arrest
Disposition
Analyses the patient disposition upon arrival at destination for transports involving cardiac arrests.
ETT Success
Rate
Analyzes the success rate ofendotracheal intubation attempts.
ETCO2
Utilization
Analyzes the percent of patient contacts for which end -tidal CO2 waveform capnography is performed.
Mutual Aid
Requests
Records the volume of mutual aid requests received by Lynch EMS by other EMS agencies.
Extrication using
Fire Service
Records the volume of requests by Lynch EMS fire suppression service for extrication services.
Police Utilization
Records the volume of requests by Lynch EMS to Placentia Linda Police Department for assistance.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia j February 27, 20191 Page 91
Proposal for City of Placentia
91-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I. Prepared for the City of Placentia (,February 27, 20191. Page 92
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
• Indicate Proposer's acknowledgement of Exhibit A. Section 12 herein. • Describe Proposer's operational plan design to comply with the requirements of this section,
• Indicate any additional proposed enhancements related to this provision.
We acknowledge Exhibit A. Section 12 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
As described in Section 2 Proposer's EMS Qualifications, page 9 of this proposal, Lynch EMS's proposed 9-1-1 ALS units will meet all requirements set forth in Orange County EMS Policy #700.00 prior to the beginning of the contract service date. Any deficient items that require attention prior to beginning of the contract are outlined in Section 2 of this proposal. Our current ALS fleet meets all requirements for IFT-A LS service in accordance with OCEMS Policy #777.00 and we will make modifications as described in the above referenced sections to comply with OCEMS Policies governing EMT -P licensure and ALS Unit Minimum Inventory.
At the outset of the contract, Lynch EMS will be utilizing ambulances staffed with two paramedics to respond to 9-1-1 ALS calls in the City of Placentia. If during the contract period Lynch EMS has determined that utilizing a Paramedic Assessment Unit (PAU) operational setup will bring additional benefit to the delivery of care to the citizens of Placentia, Lynch EMS leadership will meet with City of Placentia representatives to discuss implementing this model.
This change would solely be based on performance driven data and would be made with the involvement of the City of Placentia and the OCEMS Medical Director.
Lynch EMS Proposal to RFP No. 2018-01 j Prepared for the City of Placentia February 27, 20191 Page 93
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 j Prepared for the City of Placentia I February 27, 20191 Page 94
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
22. WORK SCHEDULES AND HUMAN RESOURCES PRACTICLS
• Indicate Proposer's acknowledgement of Exhibit A. Section 13 herein. • Describe Proposer's operational plan design to comply with the requirements of this section. Include proposed work schedules intended to be employed under a resultant agreement.
• Indicate any additional proposed enhancements related to this provision.
We acknowledge Exhibit A. Section 13 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
We recognize the need to utilize work schedules that both minimize provider fatigue and ensure appropriate service coverage for the people of the City of Placentia. To accomplish this, Lynch EMS intends to utilize 24 -hour shifts in a modified Kelly schedule following this format: 1 day on, 1 day off, I day on, 2 days off, 1 day on, 1 day off, 1 day on, 4 days off, and repeated throughout the year. Each shift works an average of ten 24 -hour workdays per month. There are three "shifts": Shift A, Shift B, and Shift C that employees would be assigned to at each station.
Each shift works two 24 -hour workdays per week and three 24 -hour workdays every five weeks.
This shift schedule will require twelve full-time paramedics to staff shifts A, B, and C for each station. The following page shows an example of this work schedule as it would look in the year 2020.
With this schedule, employees would not be scheduled for shifts longer than 24 hours.
Policies will allow employees to work up to 48 hours on a very limited basis and only with supervisor approval. The intent of the policies will be to ensure 24 -hour coverage of the City of Placentia but also to significantly limit the ability for employees to work extended shifts that increase the negative impact of fatigue on personnel and the safety of the community. To help decrease or eliminate the need for extended shift lengths past 24 hours, we will maintain a platoon of reserve employees trained to the same standards as those assigned to the 9-1-1 ALS positions.
The reserve employees will be utilized to cover absences or time-offrequests. Lynch EMS will utilize our ongoing CQI process to evaluate the performance of employees on 24 -hour shifts and will adjust work schedules as appropriate.
An additional benefit of the schedule described above compared to other Kelly formats is that every few weeks, employees will have four consecutive days off. This allows additional time Lynch EMS Proposal to RFP No. 2018-01 1 Prepared for the City of Placentia j February 27, 20191 Page 95
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
for paramedics to balance work and life, and to recover from the demands of 9-1-1 response.
City of Placentia
9-1-1 ALS Work Schedule
2020
"A" Shift "B" Shift "C" Sh rft
JANUARY
FEBRUARY
Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr So
1 2 2 4
6 7 8 9 0 it 7 4 6 7
:3 14 1. 16 1- 18 9 '.1' 11 12 13 14
19 20 21 2.3 ,1 2`.• En ' :} 19 '', 21
26 , 28 . 3U 31 .3 24 ,.,. 25 2d
MARCH A PR1L
Su Mo Tit we lh Fr So Su Mo Tu We Th Fr So
1 2 '' 4 6 7 I 2 i 4
8 9 11 1 :3 14 6 7 8 9 ; ct 11
I.' 16 18 19 20 21 12 13 14 :5 :5 ! .' 18
2.. 23 ,.r 25 26 " 28 19 ?r 21 > 23 24 25
' 30 31 26 28 3o
MAY JUNE JULY AUGUST
- ,r
Su Mo Tu We Th Fr So Su Mo fu We Th Fr So Su Mo Tu We Th Fr So Su Mo Tu We Th Fi So 1 2 1 2 3 4 5 6 1 2 3 4 1
3 4 5 6 I 8 V 7 8 9 10 11 12 13 5 6 7 8 9 10 11 2 3 4 5 6 '! 8 10 .1 1 12 13 11 15 16 14 15 lb 17 18 :9 20 12 13 14 15 15 17 18 9 10 11 12 10 14 15 17 18 19 20 21 22 23 21 22 73 24 25 25 17 19 20 21 22 23 24 2, 16 17 18 19 20 71 22 14 25 26 27 28 29 30 28 29 30 26 27 28 29 30 31 23 24 25 25 27 28 29 31 30 31
SEPTEMBER OCTOBER
NOVEMBER DECEMBER
Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sc Su Mo Tu We Th Fr So Su Mo Tu We Th Fr So 1 2 3 4 5 1 1 3 1 2 3 4 5 6' 1 2 3 4 5
6 7 8 9 10 12 4 5 6 7 8 9 10 8 9 10 11 12 13 14 6 7 8 9 10 11 12 13 14 15 16 17 18 19 11 12 13 14 15 16 17 15 16 1/ 18 :9 20 21 11 14 15 15 17 16 19 20 21 22 23 24 25 26 18 19 20 21 12 23 24 22 23 24 25 26 7/ 28 20 21 22 23 24 25 26 27 28 29 30 25 26 1/ 28 29 30 31 29 30 27 28 29 33 31
Lynch EMS Proposal to RPP No. 2018-01 Prepared for the City of Placentia! February 27, 20191 Page 96
Lome * gyin
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
• Indicate Proposer's acknowledgement of Exhibit A. Section 15 herein. • Describe Proposer's operational plan and commitment to comply with the requirements of this section for each item topic listed,
• Indicate any additional proposed enhancements related to this provision, We acknowledge Exhibit A. Section 15 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
We agree to establish a system for tracking and reporting all EMS service activities to the City of Placentia's City Administrator in a monthly report. This report will include a breakdown by category of all ALS services with ambulance transport, ALS services without ambulance transport, BLS services with ambulance transport, and BLS services without ambulance transport.
This report will also include any coverage or response time issues, mutual aid responses, other emergency -related incidents, and community support activities.
Additionally, Lynch EMS will provide an annual report of all EMS activities to the City Administrator. This report will be a detailed summary of our activities and all statistical data broken down by category for the previous year. Included will be any challenges and issues addressed during that time or that remained unresolved. We agree to provide a detailed report of all billings to the City Finance Director.
Lynch EMS utilizes Zoll's RescueNet Dispatch and Billing Software. When awarded the contract, Lynch EMS will maintain "call types" in this program to identify all requests for service associated with this contract. Within this software is Zoll's RescueNet Reporting. This allows for accurate reporting of any data the City will require. This includes, but is not limited to, response types, response times, time on task, ALS transport, BLS transport, and cancelled requests. Lynch EMS with be able to track and report to the city Unit Hour Utilization, peak demand times, as well as heat maps of call volume for better resource deployment.
RescueNct is also an integrated billing program. Lynch EMS will be able to provide to the City accurate and detailed reports on all billing activity associated with the execution of this contract. This includes any pass through from the BLS provider for ALS assessment charges, ALS supply charges, subscription plan fees, first responder fees, or City subsidy if they apply.
Lynch EMS Proposal to RFP No. 2018-01 Prepared for the City of Placentia I February 27, 20191 Page 97
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
These reports will be subject to regular internal audit by the Lynch EMS Compliance Committee to ensure the accuracy of all information reported to the City Administrator and City Finance Director.
Lynch EMS Proposal to RFP No. 2018-01 [Prepared for the City of Placentia February 27,, 20191, Pau 98
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
24. START-UP PLAN
• Indicate Proposer's acknowledgement o/Exhibit A. Section 16 herein.
Describe Proposer's operational start-up plan to comply rvith the requirements ()Phis section.
• Indicate any additional proposed enhancements related to this provision.
We acknowledge Exhibit A. Section 16 in the City of' Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
As a longstanding, local EMS provider with strong business and community relationships built over the past 33 years, our local footprint and solid infrastructure ensure a rapid and risk -free transition to provide 9-1-1 ALS Services for the City of Placentia. Lynch EMS commits its dedicated and experienced team of industry leaders and EMS experts to manage the implementation and ongoing oversight of the City's 9-1-1 ALS Services. This leadership team upholds the highest standards of service, commitment, and excellence that are expected by Orange County EMS (OCEMS), the City of Placentia, and by Lynch EMS. Our leadership team is familiar with the Orange County EMS 9-1-1 System and is eager to work closely with the City and the current 9-1-1 ALS Service Provider to ensure a smooth transition into our assumption of this contract.
Contract and Licensure Milestones
Task
Timeline
Meet with City representatives to negotiate/finalize contract Within 30 days of
Notice of Award
Meet with City representatives to finalize timeframe for elements requiring City participation
Ongoing after
finalized contract
OCEMS 9-1-1 ALS Provider Application
Within 30 days of
Contract signing (3-6
months waiting period
for OCEMS to
approve)
Provide City with signed certification as required on page 63 of RFP Within 30 days of
Notice of Award
Provide City with Certificates of insurance and Endorsements as required in RFP
Before Contract
Services Begin
Lynch EMS Proposal to RFP No. 20 t 8-01 I Prepared for the City of Placentia February 27, 2019 Page 99
LEWN * EMS
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Upon notification of being awarded the contract, wc will immediately initiate conversations with City officials to finalize the contract and verify timeframes for items that require involvement from City officials. Once the contract is finalized, wc will begin the process for obtaining a 9-1-1 ALS Provider License through OCEMS. The required application and documentation will be submitted to the County within thirty days. In the letter provided as Attachment 2 in Rimier 2 of our proposal. OCEMS has confirmed that this application will be processed within three to six months of receipt.
Vehicles and Equipment Milestones
Task
Timeline
Ambulance Purchasing
By January 1, 202(
Supply/ Equipment Purchasing
By January 1, 2020
Receipt of Equipment for Training Purposes
By May 1, 2020
Ambulances -- Deployment Ready
By May 31, 7020
13y January f,202U, we will purchase the two ambulances to be used during the contract period allowing six months to prepare them for service. This amount of time will allow us to complete required licensing of the ambulances to operate in the State of Calitbruia and the County of Orange while allowing additional lime to outfit the ambulances with ,appropriate communication equipment, GPS tracking, and City approved decal and labeling.
Required equipment will be purchased by January 1, 2020. This will allow time for receipt of the equipment and testing of the equipment as needed prior to training assigned personnel on any specialized equipment.
Facilities Milestones
Task
Timeline
Initiate a meeting with the current provider to discuss timelines and transition issues
By January 31, 3020
Facilities — Assess City. Fire Stations and formulate plan for any identified action items to prepare them for operations
13y March 31, 2020
Facilities — Finalize action items to ensure fire stations are ready for operations
By May 31, 2030
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 2019! Page 100
LEMCII
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
To ensure a smooth and seamless transition from the existing provider to us, we will start preparing a plan in early 2020 to prepare facilities prior to the July 1, 2020 start date. This will include visits to the existing fire stations to assess the best design for housing equipment and staff, and we hope to open a dialogue with the existing service provider regarding specific challenges and operational design success strategies should they choose to participate in the exchange of information. While wc believe this would he in the best interests of the residents of the City of Placentia, wc also recognize the potential for the existing service provider to decline such a dialogue, and we will ask representatives from the City who are familiar with the current operational design to provide us with any information that could enhance our transitional plans. If we are unahlc to access the fire station facilities prior to midnight on the contract start date, we will deploy a team of supervisors with all necessary equipment and supplies to arrive at the fire stations at midnight to stock the living quarters and supply areas overnight. We will also rely on our headquarters for additional resources as needed during the first few days of the contract period since it is located adjacent to the City limits.
Uniform and Vehicle Insignia Milestones
Task
Timeline
Meet with City representatives to finalize uniform patches / vehicle decals
Ongoing — Completed
by January 1, 2020
Ordering of Uniforms
By April 30, 2020
Receipt of Uniforms
By May 31, 2020
Verification of Vehicle Insignia/Decals
By May 31, 2020
As we meet with City representatives after signing the contract, we will discuss the design of uniform patches and vehicle insignias. By January 1, 2020, we plan to have the design of both items finalized. This will allow us to submit the planned vehicle design with the purchase of the ambulances and allow time to get sample patches made prior to creation of uniforms. After uniform patches are confirmed and we have selected the personnel to work in the service area, we will order uniforms by April 30, 2020 allowing cnough time to receive uniforms and fix any identified issues with them.
Lynch EMS Proposal to RFP No. 2018-01 j Prepared for the City or Placentia j February 27, 20191 Page 101
Proposal fox- City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Personnel Milestones
Task
Timeline
Job Posting; 94-1 -1 ALS Shift Lead
By January 1, 2020
Final Selection of 9-1-1 ALS Shift Leads
By February 29, 2020
Job Posting: 9-1-1 ALS Paramedic
By February 29, 2020
Final Selection of 9-1-1 ALS Paramedics
By April 30, 2020
Finalize Shift Schedules
By May 31, 2020
Orientation/Training 9-1-1 ALS Paramedics and Shift Leads May -- June 2020
Training — Conununications Center
May — June 2020
By January 1, 2020, we will begin the process of selecting paramedics who will function as 9-1-1 ALS Shift Leads first. These positions will be tilled first, by February 29, 2020, so that thcy can assist in the hiring of the 9-1-1 ALS paramedics they will he supervising. In addition, it allows time to prepare them to assist in the training of the 9-1-1 paramedics since the Shift Leads will have an important role in the training, development, and ongoing evaluation of the 9-1-1 AI.,S paramedics.
By February 29, 2020, we will begin the selection process for 9-1-1 ALS paramedics with final selection of these positions taking place by April 30, 2020. This timeframe allows enough time to finalize shift schedules by May 31, 2020, and schedule employees for required training that will start in the beginning of May 2020. We anticipate needing two months to complete all required training of ambulance personnel and communications center personnel in preparation for a July 1, 2020 contract start date.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 20191 Page 102
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
25. INSURANCE AND INDEMNIFICATION RE • U[REMENTS
• Indicate Proposer's acknowledgement of Exhibit A. Section 17 herein. • Describe Proposer 's operational plan to comply with the requirements of this section We acknowledge Exhibit A. Section 16 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
Insurance Coverages
Upon contract award, Lynch EMS shall obtain, maintain, and keep in full force and effect during the life of the Agreement all of the minimum scope of insurance coverages listed in Exhibit F of the RFP. Our current insurance agency is admitted to do business in California, meets the rating requirements set forth in the RFP, and will be verified by the City prior to the execution of the Agreement.
Prior to execution of the Agreement, we will provide the City with Certificates of Insurance and all necessary endorsements to meet the requirements of this section, specifically the commercial general liability insurance policy and business automobile liability policy will contain or be endorsed to contain the provisions listed under "Endorsements" of Exhibit F which will be worded as worded in the same section. We will also file with the City a signed certification that will read in accordance with Exhibit F, page 63 of the RFP:
"We are aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self- insurance before commencing any of the work"
Lynch EMS will also comply with Section 3800 of the Labor Code by securing, paying for, and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance and, as noted above, will provide a Certificate of Insurance for the same.
Indemnification
Lynch EMS shall defend, indemnify and hold City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner which actually or allegedly arise out of or are incident to any Lynch EMS Proposal to RFP No. 2018-01 f Prepared for the City of Placentia I February 27, 20191 Page 103
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
alleged acts, omissions, negligence or willful misconduct of Lynch EMS, its officials, officers, employees, agents, and subcontractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages and attorney's fees and other related costs and expenses except where caused by the active negligence, sole negligence, or willful misconduct of City its officials, officers, employees, volunteers and agents. Lynch EMS shall defend, at our own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, officials, officers, employees, volunteers and agents.
Lynch EMS shall pay and satisfy any judgment, award or decree that may be rendered against City or its officials, officers, employees, volunteers and agents, in any such suit, action or other legal proceeding. Lynch EMS shall reimburse City and its officials, officers, employees, volunteers and/or agents, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Service Provider's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by City, its officials, officers, employees, volunteers and agents.
Lynch EMS Proposal to RFP No. 2018-01 j Prepared for the City of Placentia I February 27, 20191 Page 104
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
26. PROPOSAI. REPRESL:N'I'ATIONS
• indicate Proposers acknowledgement of Exhibit A. Section 18 herein.
Lynch EMS acknowledges Exhibit A. Section 18 in the City of Placentia Request for Proposals for 9-1-1 ALS Emergency Medical Services.
We acknowledge that this proposal will be retained and will be incorporated and referenced, and made a part of the final Agreement, except that in the case of any conflicting provisions, the provisions contained in the 9-t-1 ALS EMS Agreement shall prevail.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia j February 27, 2019! Page 105
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia I February 27, 2019 Page 106
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
7 ' ' • L' RE CES
• Provide three references that are verifiable by the City on form titled as Exhibit G References.
See Exhibit G of proposal.
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia j February 27, 20191 Page 107
Lwow *
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No, 2018-01 I Prepared for the City of... Placentia I February 27, _ .__. .- _.. ... ._ . . ..._,. .
20191 Page 108
agnala
SKR
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
:28. PROPOSED OPERATING BUDGE!'
• Provide a proposed operating budget that illustrates financial viability and incorporates each of the elements in Proposer's proposal which supports all aspects of the proposed operation including proposed revenue, service fees, subscription. fees, City subsidy (if so proposed) and operational design costs.
Exhibit H outlines the proposed operating budget by Lynch EMS. Attachment 8 in Binder 2 of our proposal has a detailed breakdown of the proposed budget in Exhibit H.
Lynch EMS Proposal to RFP No. 2018-01 f Prepared for the City of Placentia l February 27, 20191 Page 109
ii01714faif it LiVir
Proposal for City of Placentia
9-1-1 Advanced Life Support Emergency Medical Services
Lynch EMS Proposal to RFP No. 2018-01 I Prepared for the City of Placentia 1 February 27, 20191 Page 110
EXHIBIT B
PROPOSER'S PROPOSED EMS SERVICE FEES
1. EMS First -Responder Basic Life Support Response Fee:
$ N/A
2. EMS First -Responder Advanced Life Support Responder Fee:
$N/A
OR:
3. Proposed City annual subsidy amount:
1,035,281 - Average amount based on 5 year model (see exhibit H)
4. Paramedic Ambulance Accompaniment Fee:
$ 387.35
5. EMS Disposable Supplies Fee:
33.91 6. Other EMS Fee(s) describe below:
N/A
- Page 58 of 86 -
EXHIBIT C
DEBARMENT AND SUSPENSION CERTIFICATION
The Proposer, under penalty of perjury, certifies that, except as noted below, Proposer, its principal, and any named subservice provider:
1. Is not currently under suspension, debarment, voluntary exclusion, or determination of ineligibility by any federal agency;
2. Has not been suspended, debarred, voluntarily excluded or determined ineligible by any federal agency within the past three years;
3. Does not have a proposed debarment pending; and,
4. Has not been indicted, convicted, or had a civil judgment rendered against it by a court of competent jurisdiction in any matter involving fraud or official misconduct within the past three years.
If there are any exceptions to this certification, insert the exceptions in the following space.
Exceptions will not necessary result in denial of award, but will be considered in determining Proposer responsibility. For any exception noted above, indicate below to whom it applies,, initiating agency, and dates of action.
Notes: Providing false information may result in criminal prosecution or administrative sanctions. The above certification is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Certification.
Proposer Name: Jacob Wagoner on behalf of Lynch EMS
Proposer
Signature: —
Title:
Date: 2/25/2019
- Page 59 of 86 -
WELLS
FARGO
Jurat Certificate California only
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document, State of California
County of — 49724,6 etc -
Subscribed and sworn to (or affirmed) before me on this ia'-41 day of ff 04 441 , 20 i q, by id l �� Gt1 n GG�
proved to me on the basis of satisfactory evidence to be the persons) who appeared before me.
Place Seal Here
+rif?4f'1hiat 4unocioDilaPUUs1P[imilarim. itt; . t;L'OO"' 6MM1'ow I &) Ll4^, ICrklFtY,itio, ry
COWAN COUNTY
MYCoWMo►r WADOahlVF6'.'
siGLICIOLIallgliihan6COL5000E03XIMSOOliiiiii
Description of Attached Document
Type or Title of Document
'x PACc�. fir" un i C AA'I Q .,
Document Date
a1J iI
Signer(s) Other Than Named Above
Signature
Number of Pages
BL
0% MI GIlur 11.71121
WALTER J LYNCH
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Please refer to the Fee & Information Schedule for full details Including all fees for each deposit product and service you selected today and to any disclosures you received for each credit product for which you applied. If you need a copy of these materials, please ask a banker.
Notary
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Banker Email: [email protected]
Manager: MOISES YEO
Phone: 714/973-3850
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EXHIBIT E
ADDENDUM ACKNOWLEDGEMENT FORM
ACKNOWLEDGEMENT OF ADDENDA
Proposer's name
Lynch EMS
The proposer shall signify receipt of all Addenda here, if any:
Addendum No.
Date Received
Signature
2/22/2019
- Page 61 of 86 -
EXHIBIT G
PROPOSER'S REFERENCES
Provide three (3) references verifiable by the City. Such listed references should be able to offer corroborate Proposer's representations related to Proposer's experience, qualifications, contracts in good standing status, and other representations made by Proposer herein.
Reference No, 1:
Entity Name: CHOC Children's Hospital - Division of Critical Care Entity Address: 1201 W. La Veta Ave Orange, CA 92868
Contact Name: Jason Knight, M.D.
Division Chief - Critical Care I Medical Director - PICU I Medical Director - CHOC Telehealth J Co ntact Title: Associate Clinical Professor of Pediatrics - UCI Contact Telephone No.: (714) 509 - 8620
Contact E-mail: [email protected]
Business Relationship with Proposer: Community Partner
Reference No. 2:
Entity Name: Placentia Linda Hospital
Entity Address: 1301 N. Rose Dr. Placentia, CA 92870
Contact Name: Alison Amalfitano
Contact Title: Emergency Room Unit Secretary
Contact Telephone No.: (714) 993-2000
Contact E-mail; [email protected]
Business Relationship with Proposer: Community Partner
- Page 66 of 86 -
Reference No, 3:
Entity Name: Vitas Healthcare
Entity Address: 310 Commerce Ste 200 Irvine, CA 92602
Contact Name: Sherrie Montgomery
Contact Title: General Manager
Contact Telephone No.: (714) 734-3726
Contact Email: [email protected]
Business Relationship with Proposer: Community Partner
- Page 67 of 86 -
EXHIBIT H
PROPOSER'S PROPOSED OPERATING BUDGET
Year 1
Year 2 Year 3 Year 4 Year 5
Revenue
Pass through from ambulance company $ 229,470 $ 236,355 $ 243,445 $ 250,749 $ 258.271 Subsidy from City of Placentia 975,000 1,004,250 1,034,378 1,065,409 1,097,371 Total revenue 1,204470 1,240,605 1,277,823 1,316,157 1,355,642 Cost ofreveraue
24 hour 911-ALS service at two locations 1,040,412 1,060,291 1,080,583 1,101,297 1,122,441 Gross profit 164,058 180,313 197,240 214,861 233,201
General and administrative expenses (in kind)
Payroll and employee benefits 51,189 52,725 54,306 55,936 57,614 Other general and adn>eristratiNe expenses 32,199 33,165 34,160 35,185 36,241 Total general and administrative expenses 83,388 85,890 88,467 91,121 93,854 Nct income $ 80,670 $ 94,423 S 108,773 $ 123740 $ 139,347 *Attachment 4 in Binder 2 of our proposal has a detailed breakdown of the proposed budget above.
EXHIBIT B
ORIGINAL REQUEST FOR PROPOSAL FOR 9-1-1/ADVANCED LIFE SUPPORT
EMERGENCY MEDICAL SERVICES
PSA/Emergency Ambulance Services Inc.
- Page 20 of 22 -
CITY OF PLACENTIA
REQUEST FOR PROPOSALS
FOR
9-1.1 ADVANCED LIFE SUPPORT
EMERGENCY MEDICAL SERVICES
RFP No. 2018-01
Issued: December 20, 2018
Responses Due: February 28, 2019, by 5:00 p.m. (PDT)
Submit RFP Response to:
Karen O'Leary
Deputy City Clerk
City of Placentia
401 E. Chapman Avenue
Placentia, CA 92870
City of Placentia
Request for Proposals
Specifications, Terms and Conditions
for
9-1-1 Advanced Life Support
Emergency Medical Services
Table of Contents
Section Item Description Page
GENERAL INFORMATION 7
STATEMENT OF WORK 7
1. Intent 7
2. Background 8
3. Scope 9
4. EMS Call Statistics 9
5. Minimum Service Provider
Qualifications/Specific Requirements 10
5.1 Proposer's EMS Qualifications 10
5.2 Proposer's Financial Stability 11
5.2.1.1 Financial Statements 11
5.2.1.2 Working Capital 12
5.2.1.3 In -Kind Support 12
5.3 Outstanding/Pending Litigation 13
5.4 .Current Contracts in Good Standing 13
5.5 Governmental Compliance Requirements 13
5.5.1.1 Proposer's HHS Exclusions Database
Verification 13
5.5.1,2 Proposer's Debarment and Suspension
Certification Requirement 13
6. ALS Service Provider Reimbursement
Revenue 14
7. EMS First -Responder Fees 15
8. EMS Subscription Plan 15
9. City's Intent for a Zero City -Subsidy EMS
Service Model 16
INSTRUCTIONS TO PROPOSERS 17
1. City's Designated Contact/Ex-Parte
Communication Ban 17
2. Proposer's Designated Contact 18
3. RFP Calendar of Events
4. Requests for Information
4.1 Proposal Due Date, Time and Location
1. 19
19 19
SUBMITTAL OF PROPOSALS 20
Submission Proposal Information 20
1.1 Proposers Responsibilities of Reading ,
and Understanding RFP 20
1.2 Proposal Submission Instructions 20
1.3 Notice of Non -Acceptance of Late
Proposals 21
1.4 Notice of Rejected Proposal Returns 21
1.5 Notice of Proposal Due On -Time
Requirement 21
1.6 Notice of Proposal Name and Address
Requirements . 21
1.7 Notice of Non -Acceptance of Proposal
Submission -Via Email 21
1.8 Proposer Acknowledgement of RFP
Terms and Conditions Information 21
1.9 Proposal Submissions Validity Period 21
1.10 Proposal Preparation Costs 21
1.11 Proposal Acceptance by Entity
Information 21
1.12 Proprietary or Confidential Information
Notice 21
1.12.1 Proposal Content Marked Confidential or
Proprietary Not Permitted 21
1.12.2 City Notice of Potential Proposal Non -
Consideration 21
1.12.3 Notice of Proposals Becoming City
Property Upon Receipt by City 22
1.12.4 City Rights Regarding Information
Contained in Proposals 22
1.12.5 California Public Records Act Information 22
1.12.6 Public Disclosure Information 22
1.12.7 Notice of City Non -Liability for Public
Disclosures 22
- Page 3 of 86 -
1.13 City Confidentiality Information 22
1.14 Proposal Opening Information 22
2. PROPOSAL FORMAT 22
2.1 City's Intent 23
2.1.1 Proposal Copies 23
2.1.2 Proposal Contents 23
2.1.3 Proposal Content Information 23
2,t4 Proposal Attachments 24
2.1.5 Cost Proposals 24
2.1.6 Cost Proposals Instructions 24
3. EVALUATION PROCESS/SELECTION
COMMITTEE/CITERIA 24
3.1 RFP Review Committee Evaluations 24
3.1.1 RFP Review Committee Member
Information 24
3.1.2 RFP REVIEW COMMITTEE Proposer
Selection Criteria 24
3.2 Contact Restrictions During Evaluation
Phase 24
3.3 RFP Review Committee Proposer
Selection Information 25
3.4 City's Award Intent Information 25
3.5 City Evaluation of Information Contained
in Proposals 25
3.6 Additional Information Submission
Guidance 25
3.7 City Investigations Related to Proposal
Submissions 26
3.8 Evaluation Criteria 26
3.8.1 Proposal Demonstration of
Understanding of RFP Requirements 26
3.8.2 Proposals Description of Methodologies
to be Employed by Proposer 26
3.8.3 Assessment of Reasonableness of
Approach and Commitment of Resources
Set Forth in Proposals 26
3.9 Scoring Areas and Weights for Each
Area 26
4, NOTICE OF AWARD 27
4,1 Notice of Award Mailings 27
4.2 City's Right to Reject All Proposals 27
4.3 Notice of Award Information 27