City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
NOTICE INVITING PROPOSALS
NOTICE IS HEREBY GIVEN that proposals will be received from qualified firms for Flow Control Valve Maintenance and Rehabilitation Program.
Responses to this Request for Proposals (RFP) will be accepted until Thursday, May 2, 2024 at 4:00 P.M.
Responses to this Request for Proposals (RFP) must be submitted electronically to the PlanetBids system. It is the responsibility of the proposer to ensure that any proposals submitted have been uploaded to PlanetBids prior to this proposal due date and time.
All notifications, updates and addenda will be post ed online on PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanyID=20137 and on the City’s RFP Bid page at www.santa-ana.org/bids-rfps . Proposers shall be responsible for monitoring Pla netBids and the City’s RFP Bid page to obtain information regarding this s olicitation. Failure to respond to required updates may result in a determination of a nonresponsive proposal.
LETTER OF INTENT: As a courtesy to the City, all interested firms are encouraged to submit a Letter of Intent of their pending proposal to the noted Project Manager by the required date as shown on the cover page of this RFP. Letters shall be sent via certified mail or email. A decision, by an interested firm, not to submit a Letter of Intent would not lead to the disqualification of the firm.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
TABLE OF CONTENTS
I. GENERAL .................................................. ................................................... .... ERROR! BOOKMARK NOT DEFINED.
A. NATURE OF WORK: ..................................................................................................... ..................................... 5 B. SUBMITTAL OF PROPOSAL: ..................................................................................................... ...................... 5 C. PROPOSAL EVALUATION AND RATING: ..................................................................................................... 5 D. PROJECT FUNDING: ..................................................................................................... .................................... 5 E. TERM OF CONTRACT AGREEMENT: ..................................................................................................... ...... 5 II. PROPOSAL TERMS AND CONDITIONS ..................................................................................................... ................ 6 A. EXAMINATION ..................................................................................................... ............................................... 6 B. EXECUTION OF AGREEMENT ................................................... ................................................... .................. 6 C. PROPOSAL VALIDITY ..................................................................................................... .................................. 6 D. PRE-CONTRACTUAL EXPENSES ..................................................................................................... ............. 6 E. JOINT OFFERS/SUBCONSULTANTS ..................................................................................................... ....... 6 F. SAFETY PROGRAM REQUIREMENTS .................................................. ................................................... .... 6 II. INSTRUCTIONS TO PROPOSERS ..................................................................................................... .......................... 7 A. CITY RESPONSIBILITIES ..................................................................................................... ............................ 7 B. PROPOSER RESPONSIBILITIES ................................................... ................................................... .............. 7 C. REQUEST FOR INFORMATION OR CLARIFICATION ................................................................................ 8 D. ADDENDA ..................................................................................................... ................................................... .... 8 E. LICENSES & PERMITS .................................................. ................................................... ................................ 8 F. INSURANCE ..................................................................................................... ................................................... 8 G. PAYMENT INFORMATION PACKET .................................................. ................................................... ......... 8 H. PRE-PROPOSAL MEETING ..................................................................................................... ........................ 8 I. CITY RIGHT TO REJECT ..................................................................................................... ............................. 9 J. PROTESTS ..................................................................................................... ................................................... .. 9 III. SUBMITTAL REQUIREMENTS ..................................................................................................... ................................. 9 A. GENERAL ..................................................................................................... ................................................... ..... 9
1. DEADLINE .................................................. ................................................... ........................................ 9 B. PROPOSAL CONTENTS ..................................................................................................... .............................. 9
1. STATEMENT OF QUALIFICATIONS .................................................. .............................................. 9
2. SCOPE OF SERVICES ..................................................................................................... ................. 11
3. FEE PROPOSAL ..................................................................................................... ............................ 11
4. CERTIFICATIONS ..................................................................................................... ......................... 11 IV. PROPOSAL REVIEW (CONSULTANT/CONTRACTOR SELECTION) ................................................... .............. 11 A. EVALUATION AND RATING ..................................................................................................... ...................... 11 B. SELECTION ..................................................................................................... .................................................. 11 V. AWARD OF AGREEMENT ................................................... ................................................... ...................................... 12 A. REQUEST FOR COUNCIL ACTION ..................................................................................................... ......... 12 B. EXECUTION OF AGREEMENT ................................................... ................................................... ................ 12 VI. IMPLEMENTATION ..................................................................................................... ................................................... 12 A. KICK-OFF MEETING ..................................................................................................... ................................... 12 B. NOTICE TO PROCEED ..................................................................................................... .............................. 12 VII. PUBLIC RECORDS ..................................................................................................... ................................................... 12
APPENDIX
ATTACHMENT 1: SCOPE OF WORK
ATTACHMENT 2: FEE PROPOSAL
ATTACHMENT 3: REFERENCES
ATTACHMENT 4: STANDARD AGREEMENT (SAMPLE)
ATTACHMENT 5: CERTIFICATIONS
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
APPENDIX A: VALVE LIST
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
I. GENERAL
The City of Santa Ana (“Santa Ana” or “City”) is th e county seat and second most populous city in Orange County, California, with over 310,00 0 residents. It is the 62nd most-populous city in the United States. Santa Ana is located in Southern California, adjacent to the Santa Ana River, about 10 miles away from the California coast. Founded in 1869, the City is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States.
A. NATURE OF WORK:
The City of Santa Ana is seeking a firm to provide preventative maintenance, rehabilitation and replacement services for the Cit y’s water pressure reducing and pressure sustaining valves. The City intends to ent er into agreements with a single firm to provide the described services. A detailed Scope of Work is included in ATTACHMENT 1: SCOPE OF WORK in the Appendix of this RFP.
B. SUBMITTAL OF PROPOSAL:
Responses to this Request for Proposals (RFP) must be submitted electronically to the PlanetBids system. It is the responsibility of the proposer to ensure that any proposals submitted have been uploaded to PlanetBids prior to this proposal due date and time.
The Fee Proposal shall be submitted separately and electronically to the PlanetBids system prior to this proposal due date and time.
C. PROPOSAL EVALUATION AND RATING:
The criteria for evaluating the proposals submitted will take the following items into consideration:
• Firm/Team Experience 35%
• Relevant Project Experience 30%
• Understanding of Need 25%
• References 10%
The City has established a proposal review committe e to evaluate proposers based on the response to the RFP, which includes ad herence to outlined directions and format, and the City evaluation criteria set forth above.
A final score will be calculated for each submitted proposal and used to rank the proposers.
D. PROJECT FUNDING:
Project is funded by local funds.
E. TERM OF CONTRACT AGREEMENT:
This term is outlined in the Standard Consultant Agreement, as contained in ATTACHMENT 2: STANDARD AGREEMENT in the Appendix of this RFP.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
II. PROPOSAL TERMS AND CONDITIONS
By submitting a Proposal, the Proposer acknowledges that it has thoroughly examined and accepts the Terms and Conditions of this RFP as described below:
A. EXAMINATION
Proposer represent that it has thoroughly examined and become familiar with the services and responsibilities required this RFP and that it is capable of effectively and efficiently performing quality work to achieve the City’s objec tives. Any attachments referenced herein or any interpretations, clarifications or am endments subsequently posted in the relation to this RFP are fully incorporated.
B. EXECUTION OF AGREEMENT
The City and the selected Proposer will enter into an Agreement similar to that as shown in ATTACHMENT 4: STANDARD AGREEMENT in the Appendix of this RFP. If a Proposer is unwilling or unable to execute an Agreement within thirty (30) days after being notified of selection under this RFP, the City rese rves the right to select the next most qualified Proposer or call for new Proposals, whichever the City deems most appropriate.
C. PROPOSAL VALIDITY
Services, pricing and warranties indicated in a respondent’s Proposal must be valid for a period of 120 days after the submission of the Proposal.
D. PRE-CONTRACTUAL EXPENSES
Santa Ana shall not, in any event, be liable for any pre-contractual expenses incurred by Proposers in the preparation of its proposal.
E. JOINT OFFERS/SUBCONSULTANTS
Where two or more Proposers desire to submit a single Proposal in response to this RFP, they should do so on a prime sub-consultant basis. The City intends to contract with a single firm and not with multiple firms doing busin ess as a joint venture. Should the use of sub-consultants be offered, the Proposer shall p rovide the same assurances of competence for the sub-consultant plus the demonstr ated ability to manage and supervise the subcontracted work. Sub-consultants s hall not be allowed to further subcontract with others for work under the Agreemen t. The provisions of the Agreement shall apply to all sub-consultants in the same manner as the Proposer.
F. SAFETY PROGRAM REQUIREMENTS
Work Site Safety shall be as defined by the Standar d Specifications and these special provisions:
The Proposer shall be solely responsible for ensuri ng that all work performed under the contract is performed in strict compliance with all applicable Federal, State and local occupational safety regulations. The Consultant/Con tractor shall provide at its expense
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
all safeguards, safety devices and protective equip ment, and shall take any and all actions appropriate to providing a safe Project site.
The following is required in addition to the requirements of the Standard Specification:
1. The Proposer shall train all employees, or subco ntractor personnel in the work practices necessary to safely perform his or her job.
2. The Proposer shall identify all known potential hazards related to the work performed and train all employees and subcontractor personnel on how to handle the potential hazards.
3. The Proposer, their employees and subcontractors shall follow all safety rules and safe work practices.
4. The Proposer will immediately notify the City of any significant and/or unusual hazards found during the course of work.
5. The Proposer shall submit copies of Safety Data Sheets (SDS) for all hazardous materials to be utilized on site in the performance of work. The Proposer is solely responsible for the legal disposal of hazardous was te generated in the performance of their work.
Safety Indemnification: To the extent allowed by la w, the Proposer agrees to defend, indemnify and hold harmless the City, its officers, employees and agents from and against any and all investigations, complaints, citations, liability, expense (including defense costs and legal fees), claims and/or causes of action for damages of any nature whatsoever, including but not limited to injury or death to employees of the Proposer, its subcontractors or City, attributable to any alleged act or omissio n of the Proposer or its subcontractors which is in violation of any Cal OSHA regulation. The obligation to defend, indemnify and hold harmless includes all investigations and proce edings associated with purported violations of Section 336.10 of Title 8 of the Cali fornia Code of Regulations pertaining to multi-employer work sites. The City may deduct from any payment otherwise due the Proposer any costs incurred or anticipated to be in curred by the Agency, including legal fees and staff costs, associated with any investiga tion or enforcement proceedings brought by Cal OSHA arising out of the assigned work.
II. INSTRUCTIONS TO PROPOSERS
A. CITY RESPONSIBILITIES
The City will provide information in its possession relevant to preparation of required information in RFP. The City will provide only the staff assistance and documentation specifically referred to herein.
B. PROPOSER RESPONSIBILITIES
Point of Contact: The selected proposer will assume responsibility for all services in its proposal. The selected proposer shall identify a s ole point of contact with the greatest
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
knowledge in regard to the required service operations and contractual matters, including payment of any and all charges resulting from the Agreement.
Evidence of Financial Capacity: Proposer may be req uested to submit its most recent audited financial statement, evidencing proposer’s financial capacity to fully perform the required services, including provision of equipment and personnel expenses over a ninety (90) day period. If said financial statement does not reflect full ninety (90) day operational capacity, proposer may include a letter of credit as evidence of supplemental capacity.
C. REQUEST FOR INFORMATION OR CLARIFICATION
All questions or requested clarifications shall be made in writing via e-mail to the Project Manager (contact information as noted on the cover page to this RFP) by or before the “Deadline for Requests for Information” date noted on the cover page of this RFP. No verbal requests or responses will be accepted. Significant interpretations or clarifications will be addressed via addenda to this RFP, as indic ated below in SUB-SECTION II.D “ADDENDA”.
D. ADDENDA
Any changes in RFP from the date of release to date of submittal will result in an addendum or amendment. Notification of such addendum or amendment shall be posted on City’s PlanetBids system:
https://www.planetbids.com/portal/portal.cfm?CompanyID=20137 .
E. LICENSES & PERMITS
The selected Proposer shall be required to obtain a City of Santa Ana Business license within ten (10) business days of selection and must provide a copy to the City Project Manager or designee prior to commencing any work in Santa Ana.
Additionally, Proposer will be responsible for obta ining any licenses/permits required by the Scope of Work.
F. INSURANCE
The selected Proposer shall provide the required evidence of insurance coverage as set forth in the standard agreement within ten (10) business days after receipt of notice of award.
G. PAYMENT INFORMATION PACKET
The selected Proposer shall return a completed paym ent information packet within ten (10) business days after the successful Proposer has received notice that the agreement has been awarded. The packet is available on the City’s website: www.santa-ana.org/bids- rfps
H. PRE-PROPOSAL MEETING
A pre-proposal meeting, if scheduled, will occur on the date, time and location identified on the cover page of this RFP. The meeting will include discussion of the project scope
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
and a question-and-answer session. It is highly re commended that the Proposer’s key team members attend this meeting. Significant inter pretations or clarifications will be addressed via addenda to this RFP, as described abo ve in SUB-SECTION II.D “ADDENDA”.
I. CITY RIGHT TO REJECT
The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any agreement will be awarded pursuant to this RFP or otherwise.
The City reserves the right to accept or reject the combined or separate components of this proposal in part or in its entirety or to waiv e any minor inconsistency, informality or technical defect in the proposal.
The City reserves the right to reject, replace and approve any and all subcontractors. All subcontractor(s) shall be identified in the respons e to the RFP. Subcontractors shall be the responsibility of the successful Proposer and the City shall assume no liability of such subcontractors.
J. PROTESTS
Proposers with concerns or rebuttal of any staff determination of non-responsiveness or non-responsibility may submit, in writing within fi ve (5) business days, to the Project Manager, any concerns regarding the RFP process or staff determination. Such writing shall be considered by the City Manager or his desi gnated representative, and may be acted upon within five (5) business days. If no ac tion is taken within such time, there shall be no change to the staff determination. The exercise by Proposer of its right to submit written concerns shall be a condition precedent to seeking judicial review of any award of a contract hereunder.
III. SUBMITTAL REQUIREMENTS
A. GENERAL
I. DEADLINE
Proposals are due to the City of Santa Ana, at the date, time, and location set forth above in the Notice Inviting Proposals.
B. PROPOSAL CONTENTS
A responsive proposal shall contain the following documentation:
I. STATEMENT OF QUALIFICATIONS
The Statement of Qualifications shall be limited to a MAXIMUM of (10) DOUBLE- SIDED PAGES (excluding front and back covers, secti on dividers and attachments
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
such as resumes, forms). Font size shall be minimum 11-point Arial. Proposal exhibits shall be maximum 11” x 17”. The Statement of Qualifications includes the following:
a. Cover Letter
Proposals shall include a letter signed by a princi pal or authorized representative who can make legally binding commitments for the entity. Include type of business entity.
b. Agreement Statement
Proposal shall include a statement outlining your c oncurrence or concerns with any and all provisions as contained in the standard agreement attached as ATTACHMENT 4: STANDARD AGREEMENT in the Appendix of this RFP.
Insurance requirements subject to change.
c. Firm and Team Experience
Proposal shall include a profile of the firm’s experience. Include resumes of project team/sub-contractors that outline their technical a nd design experience. At a minimum, this should include the project manager/pr incipal agent, associates in charge when project manager/principal agent is unav ailable, key personnel, firm size, and an organization chart identifying only those who will perform work for the proposed project and the percentage of each individ ual’s time devoted to this project. The project manager/principal agent shall be the primary contact person to represent your firm.
d. Understanding Scope of Services
Proposal shall include an outline which demonstrate s the firm’s understanding of the scope of work. This outline should include anti cipated approach, tasks necessary for successful completion, and suggestions or special concerns that the City should be made aware of.
The Respondent should describe the ongoing support, management, and resources that will be provided to the City throughout the development agreement contract period, including any unique value-added s ervices that it wishes to highlight.
e. Relevant Project Experience
Proposal shall include a list of relevant projects which your firm or personnel have completed within the last five (5) years, including significant work with public agencies. Project information should include projec t description, year completed, client name, along with a person to contact and their telephone number. f. References
Proposal shall include references for three public entities for which Proposer has performed similar work within the past five (5) years.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
g. Fee
Fees may or may not be included as part of evaluation criteria. Refer to SECTION I “GENERAL” above and SUB-SECTION III.B.3 “FEE PROP OSAL” below. (this item not part of page limit)
II. SCOPE OF SERVICES
Proposal shall include a Scope of Services which de tails the work phases to be completed, the tasks to be accomplished and the del iverables to be provided based upon the requested Scope of Work, detailed in ATTACHMENT 1: SCOPE OF WORK in the Appendix of this RFP.
III. FEE PROPOSAL
Proposer’s fee proposal shall be submitted concurre ntly with the technical proposal, but in a separate submission to the PlanetBids system. This shall include the proposed Total Fee, firm’s Standard Hourly Fee Schedule, and/or a Project Fee Schedule where applicable and as outlined in the Scope of Work.
Where fees are NOT included as part of evaluation c riteria, the fee proposal will not be opened until the proposals have been evaluated b y the proposal selection committee. The City will select the consultant base d on qualifications, and then negotiate a contract price based on available funding.
Where fees ARE included as part of the evaluation c riteria, the fee proposal will be opened and reviewed concurrently with the proposal, and weighted per the percentage identified in SECTION I “GENERAL” above.
IV. CERTIFICATIONS
The following forms, included in ATTACHMENT 5: CERTIFICATIONS in the Appendix of this RFP, shall be signed and included as part of the proposal submittal package:
• Non-Collusion Affidavit
• Non-Lobbying Certification
• Non-Discrimination Certification
IV. PROPOSAL REVIEW (CONSULTANT/CONTRACTOR SELECTIO N)
A. EVALUATION AND RATING
Refer to SECTION I “GENERAL” above.
B. SELECTION
The committee may interview the top ranking propose rs. The City will recommend award of the agreement to the Proposer who will provide the best quality and value to the City. City reserves the right to begin negotiation s and enter into an agreement without interview or further discussions.
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
V. AWARD OF AGREEMENT
A. REQUEST FOR COUNCIL ACTION
Following evaluation and rating by the proposal review committee, the Executive Director will recommend award of an agreement to the propose r providing the best quality and value to the City.
B. EXECUTION OF AGREEMENT
A standard agreement is included as ATTACHMENT 4: STANDARD AGREEMENT in the Appendix of this RFP. “Proposer” will hereinafter be referred to as “Consultant” in standard agreement. The term of the agreement will begin after the agreement is fully executed, and all required bonds, insurance documen ts and contents of the payment information packet have been received and approved.
VI. IMPLEMENTATION
A. KICK-OFF MEETING
A kick-off meeting will be held after award of contract. Consultant and its team will meet with City of Santa Ana staff to conduct introductio ns, discuss scope of services, and implementation process.
B. NOTICE TO PROCEED
Following the kick-off meeting, a formal Notice to Proceed (NTP) may be issued after the agreement is fully executed, and all insurance docu ments and contents of the Payment Information Packet have been received and approved.
VII. PUBLIC RECORDS
All responses to the RFP shall become property of the City, and proposals will become public record after award of agreement. Proposer informat ion identified as proprietary information shall be maintained confidential, to the extent all owed under the California Public Records Act.
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
Appendix
ATTACHMENT 1: SCOPE OF WORK
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
SCOPE OF WORK
Introduction and Background:
The City of Santa Ana is located in the heart of Orange County, California and is approximately 27 square miles. The City provides potable drinking water for all of the City’s residents and businesses. The City’s water production system consists of 22 wells, 4 pressure control stations, 7 Metropolitan Water District connections, 7 water booster stations and 8 reservoirs and 2 sanitary sewer lift stations. Control and monitorin g of the water system and sewer facilities is coordinated via the City SCADA system using a serie s of radios to send and receive data from remote locations to the City Home SCADA control room. Flow and pressure control through the water system is achieved using Cla-Val valves per Appendix A .
Description of Work:
The City is requesting proposals for the purpose of rehabilitating, replacing and maintaining all Cla-Val pressure control valves within the water pr oduction facilities. All replacement and procured valves in the contract shall be Cla-Val, n o exceptions. The contract term shall be for three years with a City option to renew for one add itional 2-year term. The Contractor will be expected to hold firm pricing on all contract items supplied for the duration of the contract. Labor increases shall be subject to mutually agreeable terms between the City and the Contractor. The Contractor shall provide all labor, materials, services, and equipment necessary for flow control valve maintenance, repair, and procurement services . All work shall be in accordance with applicable practices and shall conform to all applicable laws, codes and regulations.
In addition, the Contractor must be able to respond to City’s request for emergency repair work on a timely manner. Business hours are considered f rom 7:00 A.M. to 5:00 P.M. (Monday through Friday). Any time outside of business hours of operation may be considered after hours/weekends. All services, equipment and materia ls provided by the Consultant must be in accordance with all applicable Federal, State and l ocal regulations, laws, and codes. The City reserves the right to modify the scope of the project at any time.
Contractor Responsibilities:
I. INSPECTION/PREVENTATIVE MAINTANENCE SERVICES (B ID ITEMS 1-3)
Inspection services shall include annual examinatio n of all valves and any pilot valve systems associated with the valves listed in Appendix A . The Contractor shall perform preventative maintenance every 12 months at each valve system in order to elongate the lifespan of the valves and to determine how the operating condition s of the system are affecting the valve. In addition to preventative maintenance, the Contracto r shall, upon request from the City, deploy to any valve and/or pilot valve site and perform a working inspection of the existing valve if the City encounters any valve operational issues.
The preventative maintenance inspection shall verif y the working condition of the valve.
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Preventative maintenance should consist of, but is not limited to the following:
a. Removal of lime deposits/mineral buildup from th e valve stem and other metal parts
b. Inspect parts (diaphragm, pilot valves, disk pla te, solenoids, valve body, tubing, anti-cavitation parts (knock-outs), etc.)
c. Calibrate pilot control settings (pressure and f low, altitude valves, etc.) d. Maintain and clean the strainers and valve body
e. Exercise the valves
f. Check the pilot tubing for leaks
g. Inspect pilot disc retainers
h. Confirm that the diaphragm assembly is properly functioning
Preferably, preventative maintenance should be accomplished without removing the valve from the line. However, if removal of the valve is requi red, the Contractor shall notify City staff prior to performing the work. Upon completion of inspection and maintenance services, the Contractor shall also ensure all tags and/or reference markers on valves and appurtenances are up to date with the most accurate information such as model number, serial number, etc.
In the event, the Contractor encounters outdated valves in need of replacement, the Contractor shall recommend retrofitting old valves with up to date new valves that meet or surpass industry standards.
Within ten (10) business days of completing mainten ance services on the City’s Cla-Val’s, the Contractor shall provide a service report to the City of Santa Ana. The Contractor shall follow up with City personnel and notify City staff on any issues encountered in the field regarding requiring additional parts. The Contractor shall state all fi ndings, if any, along with a proposed scope of work and complete cost estimates for any recommended equipment repairs and/or replacement.
II. REPAIR SERVICES (BID ITEMS 4-9)
The Contractor shall repair or replace any parts of the valve found to be worn or otherwise in need of replacement. All internal parts of the valv e shall be cleaned of mineral deposits prior to reassembly of the valve. When required (typically e very 5 years), complete valve rebuilds/rehabilitations should be performed in whi ch the main valve and its respective pilot controls are cleaned internally, all rubber parts are replaced, and all metal parts replaced where needed. All repairs and rehabilitations shall be made in accordance with Cla-Val guidelines and as directed by the City.
The Contractor shall be factory trained in maintaining all piloting systems offered by Cla-Val and shall fix/repair all piloting systems in accordance with Cla-Val guidelines and as directed by the City. Work under this section shall also include fu ll valve replacement complete with all necessary pilot systems and/or electronic controls.
Valves listed in Appendix A are representative of the majority of the Cla-Val valves in use in the City but is not a complete listing. The City acknowledges that additional costs will be incurred for
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
pilot system repairs and will vary depending upon t he type of piloting system on each valve.
Assume that a full repair of the valve will include costs for replacement of all parts that could be replaced in a standard Cla-Val diaphragm valve.
For bidding purposes, assume repair of the following components; replacement of disk and seat on Cla-Val on the following models for various sizes as listed on the Fee Schedule:
1. Model 90-01
2. Model 50-01
3. Model 52-03
4. Model 61-02
5. Model 100-01
The Contractor shall solely use Cla-Val parts for r eplacement, repair, and maintenance of all components of the City’s valves.
III. NEW VALVES AND PROCUREMENT SERVICES (BID ITEMS 10-11)
If the Contractor has determined rehabilitation of a valve system is not feasible or at the City’s direction, replacement of the valve with a new valve shall take place. Furthermore, if the cost to repair the valve exceeds 50% of the cost to replace , replacement of the valve with a new valve shall take precedence. When work includes the repla cement of valves, the Contractor shall be responsible for removal of the existing valve and installation of the new replacement valve. The Contractor shall also be responsible for supply, in stallation, calibration and testing of the new replacement valve.
IV. INSTRUMENTATION AND CONTROL SERVICES
The Contractor shall also have experience incorporating instrumentation and remote/local valve control on existing and future valve components in the City. The City currently utilizes electronic valve controllers (Model VC-22D), which serves as a n interface between the City’s SCADA system, the valve, and other devices installed on or around the valve. The Contractor shall have expertise in customizing the aforementioned valve c ontroller with the Cla-Val trademarked standard and customized ValvApps to meet the City’s operational requirements specific to each site. The Contractor shall be able to provide the f ollowing customization inputs and outputs for the valve controllers upon City request:
1. Valve Regulation
2. Differential Pressure Monitoring
3. Retransmission
(1) Analog Inputs
(2) Digital Inputs
4. Solenoid Outputs
5. Relay Outputs
6. Actions/Alarms
7. Communication
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
8. Control Logic
V. VALVES TRAINING SERVICES
Upon request, the Contractor shall provide in depth training on flow control valve operation, maintenance, and repair techniques that optimize staff management of the system. Classes shall include training materials and resources to further assist City Staff in the operation and maintenance of the flow control valves specific to the system. Upon request, the Contractor shall provide training classes in the field and/or in a controlled class setting at certified Cla-Val facilities following the manufacture’s guidelines and operating techniques.
VI. VALUE ADDED RELATED SERVICES
The Contractor may propose additional related serv ices that the City has not specifically identified in this RFP to accomplish the stated go als of this RFP. Value added related services will be considered by the City and may or may not be incorporated in the agreement. All parts and materials must be supplie d new and Cla-Val factory approved.
VII. SUBCONTRACTORS
The use of Subcontractors is allowed, but will requ ire approval by City prior to start of any assigned work. Upon commencement of work, the Contr actor shall be responsible for services provided by any subcontractor as if Contractor were providing the services with its own organization. When a Subcontractor performs all or any part of the work, a markup shall be applied to the Subcontractor’s actual cost of such work. The Contractor may add a markup of 10 percent on the first $5,000 of the subcontracted po rtion of the extra work and a markup of 5 percent on work added in excess of $5,000 of the su bcontracted portion of the work may be added by the Contractor.
VIII. PROJECT MANAGEMENT & COORDINATION
When a request for service is issued to the City, t he Contractor shall issue an estimate to the City’s designated Project Manager. The Contractor shall not proceed with any work without the approval of the City’s designated project manager.
Contractors shall invoice the City on a monthly basis for all work performed during the period or provide a one-time invoice at the completion of work issued. Each invoice shall be accompanied by a summary of tasks performed, contract agreement number, results and progress on long- term tasks if any.
IX. CODE COMPLIANCE
All materials and workmanship shall be in strict co nformity with standards of the latest editions including revisions of the following:
• American Society of Civil Engineers (ASCE)
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
• American Society of Mechanical Engineers (ASME)
• State Department of Industrial Safety (CAL/OSHA)
• California Code of Regulations (CCR)
• Local, State, and Federal Building Codes
• City of Santa Ana Standards
X. MINIMUM QUALIFICATIONS
The Contractor shall meet the following minimum qualifications:
1. All work is to be performed in compliance with a ll applicable codes, ordinances, laws, standards, due care, and Occupational Safety and He alth Administration (OSHA) safety requirements.
2. Be factory authorized, trained and knowledgeable in Cla-Val valves for maintenance, operation and installation. (Provide proof of training upon issuance of a contract with the City)
3. The Consultant shall have a minimum of five (5) years of experience in the services described in ATTACHMENT 1: SCOPE OF SERVICES.
4. Be confined space entry certified as well as pos sess state and local permits, licenses and certificates required by law to commence, carry, and complete the work.
5. Have access to factory direct inventory for repl acement parts, new valves and related appurtenances.
6. Provide all necessary equipment to competently p erform and complete work as specified.
XI. SAFETY
Proposer shall be solely and completely responsible for the condition of the project site, including safety of all persons and properties during the performance of the work. In addition, proper safety equipment must be worn at all times. These requirem ents shall apply continuously until the contract is terminated and shall not be limited to normal working hours.
The Contractor/Consultant shall assure that each em ployee or subcontractor under the contractor’s supervision is trained in the work pra ctices necessary to safely perform his or her job.
XII. INSURANCE REQUIREMENTS
The successful bidders shall furnish the City with original copies of valid insurance policies herein required upon execution of the contract and shall maintain said policies in full force and effect at all times during the term of this contract. Said in surance policies shall comply with all requirements set forth in these specifications. The Contractor shall keep a current certificate of insurance at the City of Santa Ana at all times and shall immediately report any changes to the City.
XIII. MARKUP
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
The following markup percentages shall be added to the Contractor's costs and shall constitute the markup for all overhead and profits (to the sum of the costs and markups, one (1) percent shall be added as compensation for bonding):
1) Labor ...................................................................................................... 20 2) Materials ................................................................................................ 15 3) Equipment Rental ................................................................................... 15 4) Other Items and Expenditures................................................................ 15
XIV. FEE SCHEDULE:
Contractor shall submit a fee schedule as described in Section III.B.3 of RFP. No separately stated freight or deliveries will be considered. Bidders shall include all costs in the unit price bid.
Furthermore, the Contractor shall submit additional labor, material and rental equipment rates along with fee schedule. Contractor’s labor and equipment rate sheet shall list rates for all labor designations, equipment, rentals, and materials. The bid items specified in the fee schedule are for reference purposes only. Labor increases shall be subject to mutually agreeable terms between the City and the Contractor. The City may r equest related services that will be paid at the vendor’s standard labor and equipment rate subm itted. Fee proposal shall be outlined as follows:
---End of SCOPE OF WORK Section---
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
APPENDIX
ATTACHMENT 2: FEE PROPOSAL
Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope o f Services (Appendix: Attachment 1) and am familiar with the scope of work. I am familiar wit h all the existing conditions and limitations that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal.
Proposer shall submit hourly rates schedule, which shall include but not limited to, direct and indirect costs for labor, for staff per job classif ication, material, equipment rates, overhead, incidental supplies, travel, mileage, and fuel. An y special materials will be purchased by the contractor only after discussed and authorized by t he City projects manager or designee in writing.
Prior to commencement of services, Contractor shall provide separate quotes, upon request by the City, which shall be approved by the City’s Public Works Agency.
TO: CITY COUNCIL OF THE CITY OF SANTA ANA
FROM: __________________________________________________________________
Bid Item Unit Quantity Unit Price Amount
1. Labor 1 Man Prevailing Wage HR 200 $_______ $________
2. Labor 2 Men Prevailing Wage HR 200 $_______ $________
3. Travel Per Day EA 25 $_______ $_______
Model 50-01
4. Repair 4” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot
EA 20 $_______ $________
5. Repair 6” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot
EA 5 $_______ $________
6. Repair 8” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot
EA 5 $_______ $________
7. Repair 10” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 2 $_______ $________
8. Complete New 4” Model 50-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 20 $_______ $________
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
9. Complete New 6” Model 50-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 5 $_______ $________
10. Complete New 8” Model 50-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 5 $_______ $________
11. Complete New 10” Model 50-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
Model 52-03
12. Repair 10” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot
EA 4 $_______ $________
13. Complete New 10” Model 52-03 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 4 $_______ $________
Model 61-02
14. Repair 10” Pump Control Valve Rubber
Rebuilds for Main Valve and Pilot
EA 1 $_______ $________
15. Complete New 10” Model 61-02 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X105 Limit Switch
Assembly
EA 1 $_______ $________
Model 90-01
16. Repair 6” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 5 $_______ $________
17. Repair 8” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 5 $_______ $________
18. Repair 10” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 5 $_______ $________
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
19. Repair 12” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 5 $_______ $________
20. Repair 14” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 2 $_______ $________
21. Repair 16” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 2 $_______ $________
22. Complete New 6” Model 90-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
23. Complete New 8” Model 90-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
24. Complete New 10” Model 90-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
25. Complete New 12” Model 90-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
26. Complete New 14” Model 90-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
27. Complete New 16” Model 90-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Model 100-01
28. Repair 8” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 2 $_______ $________
29. Repair 10” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 2 $_______ $________
30. Repair 12” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 2 $_______ $________
31. Repair 14” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 2 $_______ $________
32. Repair 16” Pressure Control Valve Rubber
Rebuilds for Main Valve and Pilot EA 2 $_______ $________
33. Complete New 8” Model 100-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
34. Complete New 10” Model 100-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
35. Complete New 12” Model 100-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
36. Complete New 14” Model 100-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
37. Complete New 16” Model 100-01 150lb
Flanged/Epoxy Coated, Stainless Steel
Trim, Complete Stainless Steel Pilot
System, Opening & Closing Speed
Controls, Up Stream & Downstream
Pressure Gauges, X101 Valve Position
Indicator
EA 2 $_______ $________
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
38. Discount off list price on unforeseen
replacement parts % N/A ________%
Total
$________
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Contractor shall submit additional
labor, material and equipment rates along with
schedule. Contractor’s labor and equipment rate sheet shall list rates for all labor designations, equipment and materials.
BIDDER INFORMATION:
Legal Company Name: ______________________________________________________
Complete address: _________________________________________________________
Phone Number: ___________________________________________________________
Email Address: ________________________ ____________________________________
Authorized Signature: _______________________________________________________
Name: _________________________________________________________________
Title:___________________________________________________________________
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
APPENDIX
ATTACHMENT 3: PROPOSER’S REFERENCES
List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves th e right to contact each of the references listed fo r additional information regarding your firm's qualifications.
Reference
Customer Name:___________________________ Contact I ndividual: ____________________________
Address: _________________________________ Phone Nu mber: ______________________________
________________________________ Facsimile Numb er: ____________________________
Contract Amount: __________________________ Year: ______________________________________
Description of supplies, equipment, or services provided:
Reference
Customer Name:___________________________ Contact I ndividual: ____________________________
Address: _________________________________ Phone Nu mber: ______________________________
________________________________ Facsimile Numb er: ____________________________
Contract Amount: __________________________ Year: ______________________________________
Description of supplies, equipment, or services provided:
Reference
Customer Name:___________________________ Contact I ndividual: ____________________________
Address: _________________________________ Phone Nu mber: ______________________________
________________________________ Facsimile Numb er: ____________________________
Contract Amount: __________________________ Year: ______________________________________
Description of supplies, equipment, or services provided:
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Reference
Customer Name:___________________________ Contact I ndividual: ____________________________
Address: _________________________________ Phone Nu mber: ______________________________
________________________________ Facsimile Numb er: ____________________________
Contract Amount: __________________________ Year: ______________________________________
Description of supplies, equipment, or services provided:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Appendix
ATTACHMENT 4: STANDARD AGREEMENT (SAMPLE)
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
CONSULTANT AGREEMENT (SAMPLE)
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into this ______ day of _____________, 2021 by and between ______________________, (“Consultant ”), and the City of Santa Ana, a charter city and municipal corporation organized an d existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. The City desires to retain a Consultant having s pecial skill and knowledge in electrical repair and rehabilitation services.
B. Consultant represents that Consultant is able an d willing to provide such services to the City.
C. In undertaking the performance of this Agreement , Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional contracting firm in the field.
NOW THEREFORE , in consideration of the mutual and respective pro mises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
a. Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately com plete the services described and set forth in Scope of Services - Exhibit A , attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to acc ept as total payment for its services for City, the rates and charges identified in Compensation - Exhibit B. The total amount to be expended under this Agreement shall not exceed $XXX,XXX during the term of this Agreement, includi ng any extension periods exercised under Section 3.
b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject t o City accounting procedures. Payment need not be made for work whic h fails to meet the standards of performance set forth in the Recitals and Scope of Work, which may reasonably be expected by City.
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
3. TERM
This Agreement shall commence on the date first wri tten above for a number (3) year-term with the option for the City to grant up to a one (2)-year renewal, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 17, below.
4. PREVAILING WAGES
Consultant is aware of the requirements of Californ ia Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which req uire the payment of prevailing wage rates and the performance of other requirement s on “public works” and “maintenance” projects. If the services being perf ormed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend , indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Ag reement, be construed to be an independent contractor and not an employee of the C ity. This Agreement is not intended nor shall it be construed to create an emp loyer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant perform s the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all a pplicable standards and regulations governing such services. Consultant sh all pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights , designs, and other intellectual property embodied in plans, specifications, studies , drawings, estimates, and other documents or works of authorship fixed in any tangi ble medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided t o Contractor by the City. City shall not be limited in any way in its use of the D ocuments and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
7. INSURANCE
Consultant shall procure and maintain for the durat ion of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives , employees or subcontractors.
a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secur ed all insurance required under this Section. In addition, Consultant shall n ot allow any subconsultant to commence work on any subcontract until it has se cured all insurance required under this Section.
b. Insurance coverage shall be at least as broad as :
(i) Commercial General Liability (CGL): Insurance S ervices Office Form CG 00 01 covering CGL on an “occurrence” basis, inc luding products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,00 0,000.00 per occurrence. If a general aggregate limit applies, e ither the general aggregate limit shall apply separately to this proj ect/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
(ii) Automobile Liability: Insurance Services Offic e Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less tha n $1,000,000.00 per accident for bodily injury and property damage.
(iii) Workers’ Compensation insurance as required b y the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000.00 per accident fo r bodily injury or disease.
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
(iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000.00 per occurrence or claim, $2,000,000.00 aggregate.
(v) If the Consultant maintains broader coverage an d/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
c. Other Insurance Provisions. The insurance polic ies are to contain, or be endorsed to contain, the following provisions:
(i) Additional Insured Status. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operati ons performed by or on behalf of the Consultant including materials, parts, or eq uipment furnished in connection with such work or operations. General li ability coverage can be provided in the form of an endorsement to the Consu ltant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both C G 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later rev isions used).
(ii) Primary Coverage. For any claims related to this contract, the Consul tant’s insurance coverage shall be primary insurance prima ry coverage at least as broad as ISO CG 20 01 04 13 as respects the City, i ts officers, officials, employees, and volunteers. Any insurance or self- insurance maintained by the City, its officers, officials, employees, or volunt eers shall be excess of the Consultant’s insurance and shall not contribute wit h it.
(iii) Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City.
(iv) Waiver of Subrogation. Consultant hereby grants to City a waiver of any ri ght to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under suc h insurance. Consultant agrees to obtain any endorsement that may be necess ary to affect this waiver of subrogation, but this provision applies regardle ss of whether or not the City has received a waiver of subrogation endorsement fr om the insurer.
(v) Self-Insured Retentions. Self-insured retentions must be declared to and approved by the City. The City may require the Cons ultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and d efense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either t he named insured or City.
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
(vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.
(vii) Claims Made Policies. If any of the required policies provide coverage on a claims-made basis:
• The Retroactive Date must be shown and must be bef ore the date of the contract or the beginning of contract work.
• Insurance must be maintained and evidence of insur ance must be provided for at least five (5) years after completi on of the contract of work.
• If coverage is canceled or non-renewed, and not re placed with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purcha se “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
(viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required am endatory endorsements (or copies of the applicable policy language effect ing coverage required by this clause) and a copy of the Declarations and End orsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to t he work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
(ix) Subcontractors. Consultant shall require and verify that all subcon tractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors.
(x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, Consultants, special counsel, and repres entatives from liability: (1) for personal injury, damages, just compensation, restitution, ju dicial or equitable relief arising out of claims for personal injury, including death, and claims fo r property damage, which may arise from the negligent operations of the Consultant or its subco ntractors, agents, employees, or other
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement.
This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable re lief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees a nd costs for special counsel to be selected by the City, regarding any action by a third party cha llenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmles s the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney’s fees, for infringement of any United States’ letters pate nt, trademark, or copyright contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in conne ction with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any service s, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant u nder this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activit ies related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information wh ich due to the nature of such information is reasonably understood to be confidential and/or pro prietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidenti al Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
to either party by any subsidiary and/or agent of t he other party is covered by this Agreement.
The foregoing obligations of non-use and nondisclos ure shall not apply to any information that (a) has been disclosed in publicly available source s; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to b e disclosed by operation of law; or (e) is independently developed by the Consultant without r eference to information disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no inter est and shall not have interests, direct or indirect, which would conflict in any manner with p erformance of services specified under this Agreement.
13. NOTICE
Any notice, tender, demand, delivery, or other comm unication pursuant to this Agreement shall be in writing and shall be deemed to be properly gi ven if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
To Consultant:
Consultant’s Firm Name
Address
City State, Zip Code
Attn: _______________
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitte d to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registere d or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time se t forth on the transmission report issued by the transmitting facsimile machine, addressed as se t forth above. For purposes of calculating
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
these timeframes, weekends, federal, state, County or City holidays shall be excluded.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure th e specialized services of Consultant, Consultant may not assign, transfer, delegate, or s ubcontract any interest herein without the prior written consent of the City and any such assi gnment, transfer, delegation or subcontract without the City’s prior written consent shall be c onsidered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Consultants retained by City.
16. WAIVER
No waiver of breach, failure of any condition, or a ny right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failu re, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Consultant shall be entitled to rece ive and the City shall pay Consultant compensation for all services performed by Consulta nt prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Di rector may require Consultant to deliver to the City all work product completed as of such d ate, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
18. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, relation, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities or in connection with any activities under this Agreement.
Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
19. JURISDICTION-VENUE
This Agreement has been executed and delivered in t he State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
20. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessa ry for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental ag encies. Consultant shall notify the City immediately and in writing of its inability to obta in or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
21. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
signatures follow on next page
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
IN WITNESS WHEREOF, the parties hereto have execute d this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
________________________ ________________________ _
Clerk of the Council Acting City Manager
APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
City Attorney
By: _____________________ _______________________ _____ Name:
Senior Assistant City Attorney Title:
RECOMMENDED FOR APPROVAL
____________________________
Nabil Saba, P.E.
Executive Director
Public Works Agency
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
APPENDIX
ATTACHMENT 5: CERTIFICATIONS
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
NON-COLLUSION AFFIDAVIT
(Title 23 United States Code Section 112 and Public Contract Code Section 7106) In conformance with Title 23 United States Code Sec tion 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain fro m bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agree ment, communication, or conference with anyone to fix the bid price of the BIDDER or a ny other BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements conta ined in the bid are true; and, further, that the BIDDER has not, directly or indirectly, su bmitted his or her bid price or any breakdown thereof, or the contents thereof, or divu lged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid.
Note: The above Non-collusion Affidavit is part of the Proposal. BIDDERS are cautioned that making a false certification may sub ject the certifier to criminal prosecution.
Signed
State of California
County of __________
Subscribed and sworn to (or affirmed) before me on this _____ day of _______, 20__, by _______________________, proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me
Notary Public Signature Notary Public Seal
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
NON-LOBBYING CERTIFICATION
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperat ive agreement, and the extension, continuation, renewal, amendment, or mod ification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated fu nds have been paid or will be paid to any person for influencing or attempting to infl uence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activiti es," in conformance with its instructions.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code.
Any person who fails to file the required certifica tion shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
The prospective participant also agrees by submitti ng his or her bid or proposal that he or she shall require that the language of this cert ification be included in all lower tier subcontracts, which exceed $100,000 and that all su ch subrecipients shall certify and disclose accordingly.
Signed:
Title:
Firm:
Date:
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
NON-DISCRIMINATION CERTIFICATION
The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows:
1. The Consultant shall not discriminate against an y employee or applicant for employment because of race, color, religion, sex, o r national origin. The Consultant shall take affirmative action to ensure that applic ants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action 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. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause.
2. The Consultant shall, in all solicitations or ad vertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or oth er contract or understanding, a notice to be provided advising the said labor union or workers’ representatives of the Consultant’s commitments under this section, and sh all post copies of the notice in conspicuous places available to employees and applicants for employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulati ons, and orders of the Secretary of Labor, or pursuant thereto, and will permit acce ss to his/her books, records, and accounts by the administering agency and the Secret ary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders.
6. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regula tions, or orders, the contract may be canceled, terminated, or suspended in whole or in p art and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of Sep tember 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law.
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulat ions, or orders of the Secretary of Labor issued pursuant to Section 204 of Executiv e Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, ho wever, that in the event the Consultant becomes involved in, or is threatened wi th, litigation with a subconsultant or vendor as a result of such direction by the admi nistering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital statu s, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
CITY OF SANTA ANA
RFP NO.: 24-050
FLOW CONTROL VALVE MAINTENANCE PROGRAM
City of Santa Ana RFP 24-050
Flow Control Valve Maintenance and Rehabilitation Services
***END OF RFP 24-050**
Appendix A
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Hytrol 50-01 12 Pressure Relief 50-01-11720H 50-01BP
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressure Sustaining 79222-02C CRL
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Hytrol 100-20 10 Pressure Relief 27510877H 131-EJBCEPSY Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressure Sustaining 79222-02C CRL
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Hytrol 8 Pressure Relief 50-04-35R 8-50-04B
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressure Sustaining 79222-020 CRL
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Globe 10-100G 10 Pressure Relief 50-04-36F 10-50-04B
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressure Sustaining 79222-020 CRL
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Hytrol 100G 8 Pressure Relief 50-04-35H 8-50-04B
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressure Sustaining 79222-0C2 CRL
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Globe 100G 12 Pressure Relief 50-04-35D 12-50-04B
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressure Sustaining 79222-020 CRL
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Globe 100G 10 Pressure Relief 50-04-36F 10-50-04B
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressure Sustaining 79222-02 CRL
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Hytrol 100G 8 Pressure Relief 50-04-35H 8-50-04B
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressure Sustaining 79222-020 CRL
Main Unit
Pilot One
West Valve
PRV - 2
North Valve
Main Unit
Pilot One
PRV - 3
South Valve
Main Unit
Pilot One
East Valve
Main Unit
Pilot One
North Valve
Main Unit
Pilot One
South Valve
Main Unit
Pilot One
Pressure Regulating Vaults & MWD SA Connections
501 3/4 West Memory Lane, Santa Ana CA 92706
309 3/4 E 17th St, Santa Ana CA 92706
1345 3/4 N Grand Ave, Santa Ana CA 92701
1668 E 4th St, Santa Ana CA 92701
West Valve
Main Unit
Pilot One
PRV - 4
North Valve
Main Unit
Pilot One
PRV - 1
Appendix A
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Globe 12 Bypass TV3564 12-90
Size (inch) Spring Rate (psi) Function Stock No. Catalog No.
Pressure Sustaining
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Globe 16 Pressure Reducing 90-01-1747F 16-90-01AB
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 30-300 Pressure Reducing 71943-04H CRD
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Globe 12 TV 8564 96
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 Pressure Sustaining
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 Flow Control
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Globe 10 30721 10-91
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 7683002F CDNS11A
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 Motor Operator CRA
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Globe 10 TV 356-2 12-90
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 30-300 829130H CRD10A
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 34857 CDHS2
SA - 3
Bypass
Pilot Two
SA - 4
Bypass
Main Unit
Pilot One
Pilot Two
Pilot One
1206 3/4 W. Warner Ave. Santa Ana, CA 92707
Main Unit
Pilot One
Bypass
Pilot One
Pressure
Reducing
Main Unit
Pilot One
SA - 2
Pilot Two
Bypass
Main Unit
SA - 1
Main Unit
1300 W McFadden, Santa Ana, CA 92704
2315 N Bristol S, Santa Ana, CA 92706
SE Corner Bristol St & First St, Santa Ana CA 92701
Appendix A
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Bailey 16
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 30-300 Pressure Sustaining 829130H CRD10A
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 Flow Control 7683002F CDHS11A
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Globe 100G 10 2331601B 6-49-01ABDKCE
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 30-300 Pressure Sustaining 7974404B CRA
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 Flow Control 7683002F CDHS11A
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Hytrol 100G 6 23315001D 6-49-01ABDKCE
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 30-300 Pressure Sustaining 7974404B CRA
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 Flow Control 7683002F CDHS11A
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Hytrol 100G 8 Relief Pressure 50-01-101D 8-50-01B
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressure Relief 79222-02C CRL
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 Flow Control 7683002F CDHS11A
Main Valve Type Model Size (inch) Function Stock No. Catalog No. 5 10 2331601B 8-49-01ABDKCE
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 1683021 CDNS11A
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 30-300 7974404B CRA
Main Valve Type Model Size (inch) Function Stock No. Catalog No. 10 2331701K 6-49-01ABDKCE
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 7683002F CDNS11A
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 3/8 30-300 7974404B CRA
Main Valve Type Model Size (inch) Function Stock No. Catalog No. 5 8 50-01-101D 8-50-01B
Size (inch) Spring Rate (psi) Function Stock No. Catalog No. 1/2 20-200 Pressuer Relief 79222-02C CRL
Main Unit
Pilot One
Relief Valve
Main Unit
Pilot One
Pilot Two
Main Unit
Valve One
Middle Valve Pilot One
Pilot Two
Pressure Relief
Main Unit
Pilot One
Pilot Two
SA - 7
Pilot Two
South Valve
Main Unit
Pilot One
Pilot Two
Middle Valve
Main Unit
Pilot One
Pilot Two
2215 Ritchey St., Santa Ana CA 92705
SA - 6
North Valve
Main Unit
Pilot One
2301 N Tustin Ave, Santa Ana, CA 92705
Cla-Val_Appendix A
Main Valve Type Model Size (inch) Function Stock No. Catalog No.
Hytrol 100-01 8 Pressure Relief 100-01-4768F 100-01
Size Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief 79222-02C CRL
Main Valve Type Model Size Function Stock No. Catalog No.
Globe 52-03 10 in Pressure Relief 73064-06 50K
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 Pressure Relief
Main Valve Type Model Size Function Stock No. Catalog No.
Hytrol 131- 14 in 72862-06 206-3A-IARC
Size (inch) Spring Rate Function Stock No. Catalog No.
3/8 30-130 psi C9320 CRA
Main Valve Type Model Size Function Stock No. Catalog No.
Globe 12 in Bypass 210-13-37C 12-210-13BH
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Sustaining 79222-02C CRL
Size (inch) Spring Rate Function Stock No. Catalog No.
5-40 psi Level Control 1043801J CDS5
Main Valve Type Model Size Function Stock No. Catalog No.
Globe 12 in Pressure Relief 50-01-1196 12 50 01 B
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief 79222-02C CRL
Main Valve Type Model Size Function Stock No. Catalog No.
Hytrol 100G 8 in Bypass 58-01-272E 8-58-01B
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief 79222-02C CRL
2401 N Bristol St, Santa Ana, CA 92706
Pressure Relief
Main Unit
Pilot One
Bypass
Main Unit
Pilot One
Crooke Station
730 E Memory Ln, Santa Ana, CA 92706
Pressure Relief
Main Unit
Pilot One
Altitude
Main Unit
Main Unit
Pilot One
Pump Stations and Reservoirs
2736 N Cambridge St. Santa Ana, CA 90701
1730 S. Santa Fe, Santa Ana, CA 92705
Main Unit
Pilot One
Bypass
Cambridge Station
Pilot Two
Bypass
Pilot One
East Station
Garthe Station
Cla-Val_Appendix A
Main Valve Type Model Size Function Stock No. Catalog No.
Globe 14 in Bypass 62199 206-3A-1RX
Size (inch) Spring Rate Function Stock No. Catalog No.
3/4 65-180 psi Pressure Sustaining C9294 CRL5
Size (inch) Spring Rate Function Stock No. Catalog No.
3/8 30-130 psi C9320 CRA
Main Valve Type Model Size Function Stock No. Catalog No. 14 in Bypass 62199 206-3A-1RX
Size (inch) Spring Rate Function Stock No. Catalog No.
3/4 65-180 psi Pressure Sustaining C9294 CRL5
Size (inch) Spring Rate Function Stock No. Catalog No.
3/8 30-130 psi C9320 CRA
Main Valve Type Model Size Function Stock No. Catalog No.
Globe 10 in Pressure Relief 45558 10-6-50-KS
Size (inch) Spring Rate Function Stock No. Catalog No.
3/4 65-180 psi Pressure Relief C9294 CRL5
Main Valve Type Model Size Function Stock No. Catalog No.
Globe 8 in Bypass C-8028 8-100
Size (inch) Spring Rate Control Settings Function Stock No. Catalog No. 1/2 20-200 psi 73 psi Pressure Relief 79222-02 CRL
Main Valve Type Model Size Function Stock No. Catalog No.
Globe 52-03 10 in Pressure Relief 73064-06 50K
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 Pressure Relief
Main Valve Type Model Size Function Stock No. Catalog No.
Hytrol 131-XX 16 in 72862-06 206-3A-IARC
Size (inch) Spring Rate Function Stock No. Catalog No.
3/8 30-130 psi C9320 CRA
Main Valve Type Model Size Function Stock No. Catalog No.
Globe 210-01 16 in Pressure Relief 73064-06 50K
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 Pressure Relief
Pilot One
Main Unit
Pilot OneSouth Bypass
(Out of Service)
Pilot Two
Pressure Relief
Main Unit
Pilot One
North Bypass
Main Unit
Pilot One
Pilot Two
South Station
Elevated Tank
Altitude
Main Unit
Pilot One
West Station
Pressure Relief
Main Unit
Pilot One
Altitude
Main Unit
Pilot One
Walnut Station
Bypass
Main Unit
201 S. Mountain View, Santa Ana, CA 92704
14th St. & Poinsetta St, Santa Ana, CA 92701
1727 W Alton Ave, Santa Ana, CA 92705
723 W Walnut St, Santa Ana, CA 92701
Cla-Val_Appendix A
Main Valve Type Model Size Function Stock No. Catalog No.
Globe 6 in Blow Off TV - 4940
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 50-150 psi Pressure Relief C9288 CRL
Main Valve Type Model Size Function Stock No. Catalog No.
Angle 2100G 8 in Blow Off 50-01-1414C 8-50-018
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief 79222-02C CRL
Main Valve Type Model Size Function Stock No. Catalog No.
Angle 2100G 8 in Blow Off 50-01-1414C 8-50-018
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief 79222-02C CRL
Main Valve Type Model Size Function Stock No. Catalog No.
Angle 8 Blow Off 136-03-2828B 136-03BMPVY
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief 79222-02C CRL
Main Valve Type Model Size Function Stock No. Catalog No.
Deep Well Pump
Control
10" Blowoff 61-02-452F 61-02
Main Valve Type Model Size Function Stock No. Catalog No.
X102 Flow Limiter 10" 52-03-982A 52-03
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2" 20-200 psi Pressure Relief
Size (inch) Spring Rate Function Stock No. Catalog No.
3/8" 30-300 psi Pressure Relief
Main Valve Type Model Size Function Stock No. Catalog No.
Hytrol 50-01 4" Blowoff 50-01-10916C 50-01BP
Main Valve Type Model Size Function Stock No. Catalog No.
Hytrol 50-01 4" Blowoff 50-01-10916C 50-01BP
Main Valve Type Model Size Function Stock No. Catalog No.
Hytrol 50-01 4" Blowoff 50-01-10916C 50-01BP
Main Valve Type Model Size Function Stock No. Catalog No.
Hytrol 50-01 4" Blowoff 50-01-10916C 50-01BP
Main Valve Type Model Size Function Stock No. Catalog No.
Deep Well Pump
Control
8" Blow Off 61-02
Main Valve Type Model Size Function Stock No. Catalog No.
X102 Flow Limiter 8" Surage Anticipator 840A 52-03
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief
Size (inch) Spring Rate Function Stock No. Catalog No.
3/8" 30-300 psi Pressure Relief
Main Unit
Main Unit
Pilot One
Well 40
Main Unit
Blow Off
Main Unit
Pilot One
Well 38 (Pending Construction)
Blow Off
Main Unit
Pilot One
Blow Off
1753 E. Fruit St, Santa Ana, CA 92701
Well 40 PFAS Train 2
Surage
Anticipator
Main Unit
Pilot One
Pilot Two
730 E Memory Ln, Santa Ana, CA 92706
1718 N Sydney Pl, Santa Ana CA 92706
2007 W McFadden, Santa Ana CA 92704
2736 N Cambridge St, Santa Ana, CA 90701
Well 37
Well 28
Blow Off
Main Unit
Pilot One
Well 35
Blow Off
Blow Off
907 3/4 N. Flower St, Santa Ana, CA 92703
System Wells
Well 41
Blow Off Main Unit
Main Unit
Pilot Two
Surage
Anticipator
Main Unit
Main Unit
Pilot One
Well 40 PFAS Train 1
Blow Off Main Unit
Blow Off
Blow Off
Cla-Val_Appendix A
Main Valve Type Model Size Function Stock No. Catalog No.
Angle 2100G 8 in Blow Off 50-01-14140 50-01B
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief 79222-02C CRL
Main Valve Type Model Size Function Stock No. Catalog No.
Deep Well Pump
Control
8" Blow Off 61-02
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief 79222-02C CRL
Main Valve Type Model Size Function Stock No. Catalog No.
Angle 6 in Blow Off 50-01-480B 6-50-01B
Size (inch) Spring Rate Function Stock No. Catalog No.
1/2 20-200 psi Pressure Relief 79222-02C CRL
Well 34
Blow Off
Main Unit
Pilot One
Blow Off
1727 W Alton Ave, Santa Ana, CA 92705
Pilot One
907 3/4 N. Flower St, Santa Ana, CA 92703
Well 27
Main Unit
2736 N Cambridge St, Santa Ana, CA 90701
Reservoir Wells
Well 24
Blow Off
Main Unit
Pilot One