10613 (CCS)
PROFESSIONAL SERVICES AGREEMENT pay.',
This Professional Services Agreement ("Agreement"), entered into as of April 25, 2018 ("Execution Date"), by and between the City of Santa Monica ("City") and Vertech Industrial Systems, LLC ("Vertech"), is made with reference to the following:
RECITALS:
A. The City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to carry on its business as it is now being conducted under the statutes of the State of California and the Charter of the City.
B. Vertech is qualified to do business, and is doing business, in the State of California.
Vertech represents it has the background, knowledge, experience and expertise necessary to provide the services set forth in this Agreement.
C. The City and Vertech now desire to enter into an agreement for Vertech to provide professional services to the City.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as follows:
TERMS AND CONDITIONS
1. Term. This Agreement begins on the Execution Date and terminates on January 23, 2023, unless sooner terminated in accordance with Section 14.
2. Vertech Services. Vertech shall perform all of the services ("Services") described in Scope of Services (Exhibit A), City of Santa Monica RFP#125 "On-Call Professional Services for SCADA Systems Integration and Support" (Exhibit D), and Vertech Proposal Q170213 R2 (Exhibit E). To the extent of any conflict between documents regarding Vertech's Services under this Agreement, the following order of precedence shall apply:
Exhibit A shall prevail over Exhibits D and E
Exhibit E shall prevail over Exhibit D
3. Budget. Vertech shall complete the Services in accordance with Exhibit B, Budget.
4. City Services. The City agrees to:
4.1. Make available to Vertech any currently existing documents, data or information required for the performance of the Services.
4.2. Designate a representative authorized to act on behalf of City.
4.3. Promptly examine and render findings on all documents submitted for staff review by Vertech.
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5. Compensation. The City will compensate Vertech for the Services performed in an amount not to exceed $509,773, as set forth in Exhibit B.
6. Invoices. Vertech will invoice the City for the Services in accordance with Exhibit B and the City will pay any undisputed amount within 30 days of receipt.
7. Notices. All notices, demands, requests or approvals to be given under this Agreement, must be in writing and will be deemed served when delivered personally, by email, or on the third business day after deposit in the United States mail, postage prepaid, registered or certified, addressed as follows:
6.1 All notices, demands, requests or approvals to the City:
Water Resources Division
City of Santa Monica
2500 Michigan Ave, Bldg 1
Santa Monica, California 90404
Attention: Tim Vosecky
Re: 10613 (CCS)
with a copy to:
Santa Monica City Attorney's Office
1685 Main Street, Third Floor
Santa Monica, California 90401
Attention: City Attorney
Re: 10613 (CCS)
6.2 All notices, demands, requests or approvals to Vertech:
Vertech Industrial Systems, LLC
16 Technology, Suite 118
Irvine, CA
Attention: Asha Xu
[email protected]
Re: 10613 (CCS)
8. Independent Parties. Both parties to this Agreement will be acting in an independent capacity and not as agents, employees, partners, or joint venturers of one another.
Neither the City nor its officers or employees will have any control over the conduct of Vertech or any of Vertech agents, employees, or subconsultants, except as otherwise provided in this Agreement.
9. Integrated Contract. This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties. Any preliminary negotiations and agreements of any kind or nature are merged into this Agreement. No oral agreement or implied covenant may be held to vary the provisions of this Agreement. - 2-
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This Agreement may be modified only by written agreement signed by City and Vertech, and approved as to form by the City Attorney.
9. Insurance. Prior to commencing work, Vertech must procure, maintain and pay for insurance against claims for injuries to persons or damage to property that may arise from or in connection with the performance of the Services by Vertech or Vertech's agents, representatives, employees or subconsultants for the duration of this Agreement. Vertech must obtain insurance that, at a minimum, meets the requirements for insurance set forth in Exhibit C, Insurance Requirements and Verifications.
10. Defense and Indemnification.
10.1 Indemnification. As to Vertech's Services produced under this Agreement, Vertech agrees to defend, indemnify, protect, and hold harmless the City, its agents, officers, boards and commissions, and employees (collectively, "City") from and against any and all liability, claims, demands, damages, or costs, including but not limited to attorney's fees, or payments for injury to any person or property (collectively, "Losses") caused or claimed to be caused by the acts, errors and/or omissions of Vertech, or Vertech's employees, agents, officers, and subconsultants. Vertech's responsibilities under this Section 10.1 include liability arising from, connected with, caused by, or claimed to be caused by the active or passive negligent acts or omissions of the City, which may be in combination with the acts or omissions of Vertech, its employees, agents or officers, or subconsultants; provided, however, that Vertech's duty to defend, indemnify, protect and hold harmless shall not include any Losses arising from the sole negligence or willful misconduct of the City.
Notwithstanding Vertech's obligation to defend City hereunder, City has the right to conduct its own defense and seek reimbursement for reasonable costs of defense from Vertech, if City chooses to do so.
10.2 Enforcement Costs. Vertech agrees to pay any and all costs the City incurs enforcing the indemnity, defense and hold harmless provisions set forth in Section 10.1.
11. Prohibition Against Transfers.
11.1 Vertech may not assign, hypothecate, or transfer this Agreement or any interest therein directly or indirectly, by operation of law or otherwise without the prior written consent of City. Any attempt to do so without the City's consent will be null and void, and any assignee, hypothecatee or transferee acquires no right or interest by reason of such attempted assignment, hypothecation or transfer. 1i.2 The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Vertech or of any general partner or joint venturer - 3-
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or syndicate member of Vertech, if a partnership or joint venture or syndicate exists, which results in changing the control of Vertech, will be construed as an assignment of this Agreement. Control means 50% or more of the voting power of the corporation.
12. Permits and Licenses. Vertech, at its sole expense, must obtain and maintain during the term of this Agreement all required business and professional permits, licenses and certificates.
13. Waiver. A waiver of any breach of this Agreement may not be deemed a waiver of any subsequent breach of the same or any other term, covenant, or condition of this Agreement.
14. Default and Termination.
14.1 If Vertech fails or refuses to perform any of the provisions of this Agreement, and if the default is not cured within a period of five days after the City's written notice of default specifying the nature of the default, City may immediately terminate this Agreement by written notice to Vertech.
14.2 The City has the option, at its sole discretion and without cause, of terminating this Agreement by giving ten days' written notice to Vertech. Upon termination of this Agreement, City will pay Vertech any compensation earned and unpaid up to the effective date of termination.
15. Compliance with Law. Vertech must comply with all laws of the State of California and the United States, and all ordinances, rules, and regulations enacted or issued by City.
16. Discrimination. Vertech may not discriminate in the provision of services hereunder because of race, color, religion, national origin, ancestry, sex, age, sexual orientation, marital status, AIDS or disability.
17. Nuisance. Vertech may not maintain, commit, or permit the maintenance or commission of any nuisance in connection with the performance of services under this Agreement.
18. Records.
18.1 Vertech must maintain complete and accurate records with respect to costs, expenses, receipts and other such information required by the City for any services provided where compensation is on the basis of hourly rates, subconsultant costs, or other direct costs. Vertech must keep the records, together with supporting documents, separate from other documents and records and maintain them for a period of three years after receipt of final payment.
18.2 Vertech must maintain records in sufficient detail to permit an evaluation of the Services and in accordance with generally accepted accounting principles. - 4-
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Vertech must clearly identify all records and make them readily accessible to the City. At the City's request, Vertech must provide records in an electronic format and, if necessary, access to any proprietary software to view such electronic records.
18.3 Vertech must allow the City to have free access to Vertech's books and records and to inspect all work, data, documents, proceedings and activities related to this Agreement. The City has the right to examine or audit Vertech's records, and Vertech agrees to cooperate with any examination or audit of its records. If a City audit discloses an error of 5% or more in information reported by Vertech, Vertech agrees to pay the cost of the City's audit computed on the basis of four times the direct payroll of the audit staff completing the audit and audit report.
19. Work Product; Reports.
19.1 Any work product prepared or caused to be prepared by Vertech or any subconsultant for this Agreement will be the exclusive property of City. No work product given to or prepared by Vertech or any subconsultant pursuant to this Agreement may be made available to any individual or organization by Vertech without prior written approval by City.
19.2 At the City's request, Vertech must furnish reports concerning the status of the Services.
20. Standard of Care. Vertech agrees to provide all Services, including services performed by any subconsultant, in a manner consistent with the level of care and skill ordinarily exercised by members of Vertech's profession currently practicing in the same locality under similar conditions.
21. Subconsultants.
21.1 If Vertech proposes to have any subconsultant perform any part of the Services, Vertech must submit a request for approval in writing, describing the scope of work to be subcontracted, the name of the proposed subconsultant, and the total price or hourly rates used in preparing an estimated cost for the subconsultant's services. The City, in its sole discretion, may grant or deny the request.
21.2 Vertech will be responsible for the quality of any subconsultant's work. Every subcontract or agreement of any kind entered into between Vertech and any subconsultant (or between any subconsultant and others) must contain the following provision:
This agreement is consistent with all terms and conditions of the Agreement 10613 (CCS) entered into between the City of Santa Monica and Vertech on _, 2018.
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22. Governing Law. The laws of the State of California, without regard to any choice of law provisions, will govern this Agreement.
23. Venue and Jurisdiction. The City and Vertech agree that the Services will take place in Los Angeles County. Any litigation arising out of this Agreement may only be brought in either the United States District Court, Central District of California, or the Superior Court of California, County of Los Angeles, West District, as appropriate. The parties agree that venue exists in either court, and each party expressly waives any right to transfer to another venue. The parties further agree that either court will have personal jurisdiction over the parties to this Agreement.
24. Survival of Provisions and Obligations. Any provision of this Agreement, which by its nature must be exercised after termination of this Agreement, will survive termination and remain effective for a reasonable time. Any obligation that accrued prior to termination of this Agreement will survive termination of this Agreement.
25. Exhibits. The following exhibits are incorporated by reference into this Agreement as though fully set forth herein.
Exhibit A Scope of Services
Exhibit B Budget
Exhibit C Insurance Requirements and Verifications
Exhibit D City of Santa Monica RFP#125 "On-Call Professional Services for SCADA Systems Integration and Support"
Exhibit E Vertech Proposal Q170213 R2
In witness whereof, the parties have caused this Agreement to be executed the day and year first above written.
CITY OF SANTA MONICA,
ATTEST:
denise Anderm Mau -Fick Ole
DENISE ANDERSON-WARREN
City Clerk City Manager
APPROVED AS TO FORM:
LANE DILG
City Attorney
Vertech Industrial Systems, LLC
By: VETECH INDUSTRAL FASTERS
Name: Kon Smit ka
Title: INTESRATON MANAGER
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Exhibit A
Scope of Services
Task Elements Deliverables
1. Meeting Minutes with
Project Kick-off Meeting at Finalized Project
A. Project Kick-off Meeting City facility to discuss Description and (Exhibit E, p. 4) project, frame requirements, Requirements and establish a schedule 2. Project Schedule with
Achievable Milestones
1. Wastewater Systems
1. Wastewater Systems Evaluation Report
Evaluation 2. Potable Water Systems
2. Potable Water Systems
B. Site Evaluations Evaluation Report
Evaluation SCADA Network
(Exhibit E, pp. 4-5) 3.
3. SCADA Network Evaluation
Evaluation Report
4. SCADA Infrastructure SCADA Infrastructure
Evaluation
Evaluation Report
1. Review Site Evaluations 1. Meeting Minutes
C. Second Kick-off Meeting 12. Discuss contents and details 2. Details for the SCADA (Exhibit E, p. 6) for the SCADA Master Plan Master Plan Document. 3. Updated Schedule
1. Vertech to review Evaluation
1. Draft Submittal based on
D. SCADA Master Plan Report and prepare Site Evaluation and Phase 1 - SCADA Recommendations to discuss
Workshop with the City.
Infrastructure with the City The Submittal shall be
Improvements 2. Hold Workshop revised based upon City
(Exhibit E, pp. 6-7) 3. Vertech to draft Submittal Review and Comment. for the City to review
. Vertech to review Evaluation 1. Draft Submittal based on E. SCADA Master Plan Report and prepare Site Evaluation and Phase 2 - SCADA Recommendations to discuss Workshop with the City.
Network/Communication with the City The Submittal shall be Improvements 2. Hold Workshop revised based upon City
(Exhibit E, pp. 6-7) 3. Vertech to draft Submittal Review and Comment. for the City to review
1. Vertech to review Evaluation 1. Draft Submittal based on F. SCADA Master Plan Report and prepare
Phase 3 - PLC Hardware Site Evaluation and
Recommendations to discuss Workshop with the City.
Selection, Updates, with the City
Standardization, and The Submittal shall be
2. Hold Workshop revised based upon City
Security Improvements 3. Vertech to draft Submittal
(Exhibit E, pp. 6-7) Review and Comment.
for the City to review
Exhibit A: Scope of Services
Task Elements Deliverables
1. Vertech to review Evaluation 1. Draft Submittal based on G. SCADA Master Plan
Report and prepare Site Evaluation and
Phase 4 - HMI Hardware,
Recommendations to discuss Workshop with the City.
Software, Architecture, with the City
Failover, and Security The Submittal shall be
2. Hold Workshop revised based upon City
Improvements 3. Vertech to draft Submittal
(Exhibit E, pp. 6-7) Review and Comment.
for the City to review
1. Vertech to review Evaluation
1. Draft Submittal based on
Report and prepare Site Evaluation and
H. SCADA Master Plan Recommendations to discuss
Phase 5 - PLC Workshop with the City.
with the City The Submittal shall be
Programming Standards 2. Hold Workshop
(Exhibit E, pp. 6-7) revised based upon City
3. Vertech to draft Submittal Review and Comment.
for the City to review
1. Vertech to review Evaluation 1. Draft Submittal based on Report and prepare Site Evaluation and
1. SCADA Master Plan Recommendations to discuss
Phase 6 - HMI Workshop with the City.
with the City The Submittal shall be
Programming Standards 2. Hold Workshop
(Exhibit E, pp. 6-7) revised based upon City
3. Vertech to draft Submittal Review and Comment.
for the City to review
J. Deliver SCADA Master 1. Vertech to deliver final 1. SCADA Master Plan Plan (Exhibit E, pp. 6-7) SCADA Master Plan
1. Applicable documentation
IO Lists, IP Address Lists,
K. SCADA System 1. Programming as specified by network drawings, Programming the City programming and
(Exhibit E, p. 12) perational manuals, or an
ther documents the Cit
requires to document
programming labor
1. Consultant, integration, and
document review services as 1. Any applicable:
3rd Party Oversight required by the City, documentation as (Exhibit E, p. 12) particularly pertaining to the determined by the City Clean Beaches Initiative
project
Exhibit A: Scope of Services
Task Elements Deliverables
1. Troubleshooting and
problem mitigation as
required by the City.
M. On Call Support Reference Exhibit Ep. 9 for 1. Problem Report Log (Exhibit E, pp. 8-9) pricing, depending on when 2. Applicable Change Log support call is placed and
when support services are
required.
NOTES:
1. As detailed in Exhibit E Vertech Proposal p. 11, it is expected that Vertech will provide Project Updates every two weeks during active work periods (as defined by the City) via the proposed Project Management Plan (refer to Exhibit E, Appendix A). These updates shall include work status, billing, and schedule changes.
2. Should the City require additional services included in Exhibit E that are not included in Exhibit A, these services shall be part of the Contract Scope of Work.
3. Wherever conflict with Exhibit E Vertech Proposal exists, Exhibit A Scope of Work overrides.
Exhibit A: Scope of Services
Exhibit B
Budget
Labor performed under this contract for professional services to the City shall be performed in a "Time and Materials" (T&M) manner. Vertech shall bill the City according to the number of hours of labor at the appropriate hourly rate as specified in the table below:
Position Hourly Rate
Network Engineer $165
Database Programmer $150
Project Manager $145
Integrator (PLC/SCADA) $145
Design Engineer $145
Field Technician $135
CAD Designer $115
Administrative Assistant $80
*Table from Vertech Exhibit E, p. 8
2. Vertech must inform the City via email of personnel position and hourly rate prior to execution of labor. The City shall approve or deny the proposed labor via email to Vertech.
3. For After-Hours Support Costs and Travel Expenses, refer to Exhibit E Vertech Proposal pp. 9-10.
4. Vertech will be authorized to purchase material on the City's behalf. All purchases must receive prior authorization from the City via email or written documentation.
5. The total contract budget shall not exceed $509,773 over a five-year period.
Exhibit B: Budget
Exhibit C
Insurance Requirements and Verifications
Consultant shall procure and maintain for the duration of the Agreement insurance against no rons or damages to proper but man, the from or in conction employees or subcontractors.
Minimum Scope/Limits of Insurance
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal and advertising injury, with limits of no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form CA 00 01 covering Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and Code 9 (non-owned), with limits of no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation: Workers' Compensation insurance as required by the State of California, with Statutory Limits and Employers' Liability Insurance with limits of no less than $1,000,000 per accident for bodily injury or disease.
4. Technology Professional Liability (Errors and Omissions) Insurance appropriate to Consultant's profession, with limits not less than $1,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Consultant in this agreement and shall include, but not be limited to, claims involving infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion and network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to these obligations.
If Consultant maintains higher limits than the minimums shown above, the City of Santa Monica requires and shall be entitled to coverage for the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City of Santa Monica.
Exhibit C: Insurance Requirements and Verifications
Other Insurance Provisions
1. The policies are to contain, or be endorsed to contain, the following provisions:
a. Additional Insured Status (CGL): The City of Santa Monica, 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 operations performed by or on behalf of Consultant including materials, parts or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to Consultant's insurance at least as broad as Insurance Services Office Form CG 20 10 11 85.
b. Primary Coverage: For any claims related to this contract, Consultant's insurance shall be primary as respects the City of Santa Monica, its officers, officials, employees and volunteers. Any insurance or self-insurance maintained by the City of Santa Monica, its officers, officials, employees or volunteers shall be in excess of Consultant's insurance and shall not contribute with it. c. Notice of Cancellation (all policies): Each insurance policy required herein shall state that coverage shall not be cancelled except after notice has been given to the City of Santa Monica.
d. Waiver of Subrogation (all policies): Consultant hereby grants to the City of Santa Monica a waiver of any right of subrogation which any insurer of said Consultant may acquire against the City of Santa Monica by virtue of payment of any loss.
Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City of Santa Monica has received a waiver of subrogation endorsement from the Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City of Santa Monica. The City of Santa Monica may require Consultant to purchase coverage with a lower deductible or retention or provide satisfactory proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to the City of Santa Monica.
Claims Made Policies
Exhibit C: Insurance Requirements and Verifications
1. If the Technology Professional Liability policy provides "claims made" coverage:
a. The RetroConsultant Date must be shown, and must be before the date of this Agreement or the start of work.
b. The insurance must be maintained and evidence of insurance must be provided for at least 5 years after completion of work.
c. If the policy is cancelled or not renewed, and not replaced with another "claims made" policy form with a RetroConsultant Date prior to the effective Agreement date, Consultant must purchase "extended reporting" coverage for a minimum of 5 years after completion of work.
Verification of Coverage
Consultant shall furnish the City of Santa Monica with original certificates and amendatory endorsements or copies of the applicable policy language providing the insurance coverage required herein. All certificates and endorsements are to be received and approved by the City of Santa Monica before work commences. However, failure to obtain required documents prior to the work beginning shall not waive Consultant's obligation to provide them.
Failure to Maintain Insurance Coverage
If Consultant, for any reason, fails to maintain insurance coverage which is required pursuant to this Agreement, the same shall be deemed a material breach of contract. The City of Santa Monica, at its sole option, may terminate this Agreement and obtain damages from Consultant resulting from said breach. Alternatively, the City of Santa Monica may purchase such coverage (but has no special obligation to do so), and without further notice to Consultant, the City may deduct from sums due to Consultant any premium costs advanced by the City for such insurance.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein. All exceptions must be approved in writing by the Risk Manager.
Footnotes
Exhibit C: Insurance Requirements and Verifications
#1: Workers' Compensation insurance coverage is not required if the Consultant does not have employees. The Consultant must, however, execute the City's Workers' Compensation Coverage Exemption Declaration Form.
#2: Professional Liability insurance is required if the Consultant is providing a professional service regulated by the State (e.g., insurance agents, doctors, lawyers, architects, engineers, certified public accountants, etc.). However, some Consultants, such as software designers, claims administrators, or human resources professionals, should also carry Professional Liability insurance. Contact Risk Management for guidance.
Exhibit C: Insurance age 4 ements and verications
CORD® DATE (MM/DDAYYYY)
CERTIFICATE OF LIABILITY INSURANCE
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURERS), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be endorsed If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement or this certificate does not confer rights to the certificate holder in lieu of such endorsement s).
PHONO. EX: (810) 68-7100
300 Conshohocken State Rd ADDRESS:
Suite 405 INSURER(S) AFFORDING COVERAG NAIC #
West Conshohocken PA 19428 INSURER A : Lloyds of Londo
Great Northern Ins. Co. 20303
INSURED INSURER B:
Vertech Industrial Systems, LLC Evanston Insurance Company 35378 INSURER C:
Chubb Indemnity Ins. Co. 12777
4409 E Baseline Rd. INSURER D:
Suite 127 INSURER E:
Phoenix AZ 85042 INSURER F:
COVERAGES CERTIFICATE NUMBER:
LIMITS
COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 DAMAGE TO RENTED $ 1,000,000
CLAIMS MADE X OCCUR PREMISES (Ea occurrence)
MED EXP (Any one person) $ 5,000
Y VBE1033A18 02/25/2018 02/25/2019 PERSONAL & ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY X PRO- X LOC PRODUCTS - COMP/OP AGG $ 2,000,000
JECT
Policy Aggregate $ 6,000,000
OTHER:
AUTOMOBILE LIABILITY $ 1,000,000
X ANY AUTO BODILY INJURY (Per person)
B OWNED SCHEDULED Y Y (18) 73592805 02/25/2018 02/25/2019 BODILY INJURY (Per accident,
AUTOS ONLY AUTOS
NON-OWNED PROPERTY DAMAGE
X AUTOS AUTOS ONLY X AUTOS ONLY (Per accident) $ 1,00,000 Uninsured motorist
UMBRELLA LIAB OCCUR ACH OCCURRENCE $ 5,000,000
> EXCESS LIAB Y MKLV7EUL100044 02/25/2018 02/25/2019 AGGREGATE $ 5,000,000
CLAIMS-MADE
DED RETENTION $
WORKERS COMPENSATION X STATUTE OTH
AND EMPLOYERS' LIABILITY YIN
ANY PROPRIETOR/PARTNER/EXECUTIVE 02/25/2018 02125/2019 EL EACHACCIDENT $ 1,000,000 D OFFICER/MEMBER EXCLUDED? N/ A (19) 71725297
(Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 1,000,000 EESCRIPTION OF OPERATIONS below EL. DISEASE - POLICY LIMIT $ 1,000,000 Professional Liabil VBE1033A18 02/25/2018 02/25/2019 Each Claim $2,000,000 Cyber Liabil
Aggregate $2,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space is required Umbel daily a reute by er, contact general adily ersay and in a lin. water the ali ailed a deal.
Liabilty, Auto Liability and Umbrella Liability.
Deductible is $2500 under the GL section and $35,000 for the Professional/Cyber
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Monica ACCORDANCE WITH THE POLICY PROVISIONS. 2500 Michigan Avenue AUTHORIZED REPRESENTATIVE
Bldg 1
Santa Monica CA 90404 Gility
© 1988-2015 ACORD CORPORATION. All rights reserved.
he ACORD name and logo are registered marks of ACOF
ACORD 25(2016/03) hibit C: Insurance Requirements and Verificatior
ISO Endorsement
In respect of General Liability Coverage Endorsement only, it is understood and agreed that in the event that a claim is made which falls outside of the scope of coverage provided by this Policy but would fall within the scope of coverage provided by the named ISO forms, for the purposes of this claim the named ISO forms' terms and conditions will apply.
It is further understood and agreed that named ISO forms are defined as follows:
CG 20 37 10 01
CG 20 10 10 01
CG 24 04 10 93
CG 20 38 04 13
All other terms and conditions remain unchanged.
Exhibit C: Insurance Requirements and Verifications
COMMERCIAL GENERAL LIABILITY
CG 20 38 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - AUTOMATIC STATUS FOR OTHER
PARTIES WHEN REQUIRED IN WRITTEN
CONSTRUCTION AGREEMENT
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
A. Section II - Who Is An Insured is amended to B. With respect to the insurance afforded to these include as an additional insured: additional insureds, the following additional exclusions apply:
1. Any person or organization for whom you are
performing operations when you and such This insurance does not apply to:
person or organization have agreed in writing 1. "Bodily injury", "property damage" or "personal in a contract or agreement that such person or and advertising injury" arising out of the organization be added as an additional insured rendering of, or the failure to render, any on your policy; and professional architectural, engineering or
2. Any other person or organization you are surveying services, including:
required to add as an additional insured under a. The preparing, approving, or failing to contract or agreement described in prepare or approve, maps, shop drawings, Paragraph 1. above. opinions, reports, surveys, field orders.
Such person(s) or organization(s) is an additional change orders drawings and insured only with respect to liability for "bodily specifications or injury", "property damage". or "personal b. Supervisory, inspection, architectural or advertising injury" caused, in whole or in part, by: engineering activities. a. Your acts or omissions; or This exclusion applies even if the claims against b. The acts or omissions of those acting on any insured allege negligence or other wrongdoing your behalf; in the supervision, hiring, employment, training or monitoring of others by that insured, if the
in the performance of your ongoing operations for "occurrence" which caused the "bodily iniury" or the additional insured
"property damage", or the offense which caused
Holionai sured described allerded to such the "personal and advertising injury". involved the rendering of, or the failure to render, any
a. Only applies to the extent permitted by law; professional architectural, engineering or b. Will not be broader than that which you are 2. "Bodily injun" or "property damage" ocuring required by the contract or agreement t
provide for such additional insured a. All work, including materials, parts or equipment furnished in connection with
such work, on the project (other than
service, maintenance or repairs) to be
performed by or on behalf of the additional
insured(s) at the location of the covered
CG 20 38 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 2 Exhibit C: Insurance Requirements and Verifications
b. That portion of "your work" out of which the 2. Available under the applicable Limits of injury or damage arises has been put to its Insurance shown in the Declarations; intended use by any person or organization whichever is less. another contractor
his endorsement shall not increase th
subcontractor engaged in performing
operations for a principal as a part of the pplicable Limits of Insurance shown in th Declarations.
same project.
C. With respect to the insurance afforded to these
additional insureds, the following is added to
Section III - Limits Of Insurance:
The most we will pay on behalf of the additional
insured is the amount of insurance:
1. Required by the contract or agreement
• described in Paragraph A.t.; or
Exhibit C: Insurance Requirements and Verifications
POLICY NUMBER: COMMERCIAL GENERAL LIABILITY
CG 20 37 10 01
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization:
Location And Description of Completed Operations:
Additional Premium:
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.)
Section II - Who Is An Insured is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of "your work" at the location designated and described in the schedule of this endorsement performed for that insured and included in the "products-completed operations haz- CG 20 37 10 01 © ISO Properties, Inc., 2000 Page 1 of 1 Exhibit C: Insurance Requirements and Verifications
POLICY NUMBER: COMMERCIAL GENERAL LIABILITY
CG 20 10 10 01
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization:
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.)
A. Section II - Who Is An Insured is amended to (1) All work, including materials, parts or include as an insured the person or organization equipment furnished in connection with shown in the Schedule, but only with respect to such work, on the project (other than liability arising out of your ongoing operations service, maintenance or repairs) to be performed for that insured. erformed by or on behalf of the add ional insured(s) at the site of the cov
B. With onal in to the the fol ville ded to in se ered operations has been completed; or
added:
2. Exclusions (2) That portion of "your work" out of which the injury or damage arises has been
This insurance does not apply to "bodily in- put to its intended use by any person or jury" or "property damage" occurring after: organization other than another con- tractor or subcontractor engaged in
performing operations for a principal as
a part of the same project.
CG 20 10 10 01 © ISO Properties, Inc., 2000 Page 1 of 1 Exhibit C: Insurance Requirements and Verifications
POLICY NUMBER: COMMERCIAL GENERAL LIABILITY
CG 24 04 10 93
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization:
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.)
The TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US Condition (Section IV - COMMER- CIAL GENERAL LIABILITY CONDITIONS) is amended by the addition of the following:
We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included in the "products-completed operations hazard".
This waiver applies only to the person or organization shown in the Schedule above.
CG 24 04 10 93 Copyright, Insurance Services Office, Inc. 1992 Page 1 of 1 Exhibit C: Insurance Requirements and Verifications
Exhibit D
City of Santa Monica RFP#125 "On-Call Professional Services for SCADA Systems Integration and Support"
CITY OF SANTA MONICA
REQUEST FOR PROPOSAL
On-Call Professional Services for
SCADA Systems Integration and Support
Water Resources Division
2500 Michigan Ave, 3rd Bldg 6
Santa Monica CA 90404
ISSUE DATE: FRIDAY JULY 14, 2017
QUESTIONS DUE: FRIDAY, JULY 28, 2017, AT 5PM PDT
SUBMITTALS DUE: FRIDAY, AUGUST 11, 2017 AT 3PM PDT
APPROVED FOR ADVERTISEMENT:
Gil Borboa
Exhibit D: City of Santa Monica RFP#125
Proposer RFP Checklist
Read the entire document. Note critical items such as mandatory requirements; supplies/services required; submittal dates; format and number of copies required for submittal; contract requirements (i.e., insurance, performance and or reporting, etc.). • Note the City's contact name, address, phone numbers, and email address. This is the only person you are allowed to communicate with regarding this RFP and is an excellent source of information for any questions you may have.
• Attend the pre-proposal conference if one is offered. These conferences provide an opportunity to ask clarifying questions, obtain a better understanding of the project, or to notify the City of any ambiguities, inconsistencies, or errors in the RFP. • Take advantage of the "question and answer" period. Submit your questions to the City contact by the due date listed on the front page of the RFP document. View all answers given in the formal addenda issued for the RFP. All addenda issued for an RFP are posted on the City's online vendor portal: Planet Bids and will include all questions asked and answered concerning the RFP.
Follow the format required in the RFP when preparing your response. Provide point-by- point response to all sections in a clear and concise manner. The proposals are evaluated based solely on the information and materials provided in your response. • Use forms provided, i.e., cover page, sample budget form, certification forms, etc.
Check the City's online vendor portal: Planet Bids for RFP addenda. Before submitting your response, check whether any addenda were issued for the RFP. If so, you must submit a signed acknowledgment for each addendum issued along with your response Submit your response on time. Note all the dates and times listed on the front page of the RFP document, and be sure to submit all required items on time. Late proposals are never accepted.
Exhibit D: City of Santa Monica RFP#125
I. INTRODUCTION
The City of Santa Monica, (referred to hereafter as "the City") is inviting proposals from qualified persons or firms to assist the Water Resources Division to improve its stewardship of the City's drinking water and wastewater infrastructure through on-call professional services for Supervisory Control and Data Acquisition (SCADA) systems integration and support for a term of five (5) years.
Qualified consultants must have recent (within the past three years) experience with on-call SCADA systems integration and support efforts in Southern California, especially with a thorough knowledge of water, wastewater, and reclaimed water infrastructure systems operations and maintenance.
A. PROJECT DESCRIPTION/ SCOPE OF WORK
The City is seeking proposals from qualified persons or firms to perform an assessment of the City's water and wastewater Supervisory Control and Data Acquisition (SCADA) system, provide a roadmap for implementing upgrades/enhancements to this system, and provide on-call integrator services for the SCADA system. This includes, but is not limited to, defining subtasks to the main tasks defined in this RFP, dependencies, resource needs, internal and external responsibilities, and cost per task to support the assessment findings. Additional tasks may be defined, if deemed necessary. The objective of the project is to identify necessary improvements of the SCADA system, cost estimates associated with these improvements, based on current technology, and provide integration services for these improvements, along with training, and user documentation.
Proposal Calendar
The following is a list of key dates:
Request for proposals issued.. July 14, 2017
Submission of inquiries.. Prior to or by July 28, 2017
Proposals due... August 11, 2017
Final candidate interviews. August 23 - 25, 2017
Staff recommendation made to City Council for award of bid ..... October 10, 2017 Scope of Work
The final scope of work (SOW) may be adjusted as a result of initial meetings with the selected Consultant. The scope of work includes but is not limited to furnishing all labor, equipment, tools, materials, including any hardware, software and components necessary to provide a redesign, installation, start-up, operation, training and future maintenance of the SCADA system for the City's water and wastewater infrastructure.
The selected Consultants) shall implement the tasks described below, as well as provide on-call or as-needed professional services for SCADA systems integration and support.
Exhibit D: City of Santa Monica RFP#125
TASK 1 - System Evaluation and Recommendations
The selected Consultant shall provide consulting services to assess the current City provide guidance to City staff for selecting the recommended improvements for the SCADA system. The final selection of improvements will be determined by the City by using need, value and cost as criteria and the final improvements will be documented in the final assessment report.
TASK 2 - Integration of Wastewater Structures to the SCADA System The Consultant will integrate the current Wonderware InTouch applications to include monitoring and remote control; porting of data via SCADA Tags to the Enterprise Historian; and programming the SCADA software to emulate/replicate or enhance SCADA screens currently in use (including graphics, animation, control features, alarms, data logging) and test all parts of the SCADA system (including verification of data and performing functional tests) for the following existing wastewater facilities and structures:
i. Wilshire Diversion
Il. Montana Diversion
ill. Moss Avenue Pump Station (MAPS) VFDs
iv. Pacific Coast Highway Flow Monitoring Station (LA-1) V. Main Street Flow Monitoring Station (SM-1)
vi. Pico/Kenter storm outfall
Vii. SMURRF membranes, Rotary Drums, and Finish Water Pumps vili. Other Storm Water Best Management Practices (BMP) e.g. Los Amigos Park Stormwater Harvesting & Direct Use Demonstration Project.
TASK 3 - Integration of Water Structures to the SCADA System The Consultant will integrate the current Wonderware InTouch applications to include monitoring and remote control; porting of data via SCADA Tags to the Enterprise Historian; and programming the SCADA software to emulate/replicate or enhance SCADA screens currently in use (including graphics, animation, control features, alarms, data logging) anc test all parts of the SCADA system (including verification of data and performing functiona tests) for the following existing water facilities and structures:
i. Arcadia Treatment Facility
ii. Charnock Treatment Facility
ill. San Vicente Pump Station
iv. All Water Wells
V. All Reservoir sties
vi. Pressure Relief Valves (PRV)
vii. Pump Stations
Exhibit D: City of Santa Monica RFP#125
TASK 4 - Integration of the Sustainable Water Infrastructure Project (SWIP) facilities to the SCADA System,
The Consultant will integrate the current Wonderware InTouch applications to include monitoring and remote control; porting of data via SCADA Tags to the Enterprise Historian; and programming the SCADA software to create SCADA screens (including graphics, animation, control features, alarms, data logging) and test all parts of the SCADA system (including verification of data and performing functional tests) for the SWIP facilities related to the increased production and storage of recycled water for non-potable use and aquifer recharge. Details of the SWIP facilities shall be provided to the selected consultant.
TASK 5 - Provide Oversight and Act as City's Advocate in the Integration of the Clean Beaches Initiative (CBI) facilities to the SCADA System The Consultant shall act as the City's advocate in providing oversight to a third party's integration of the CBI facilities (stormwater storage tanks) to the current Wonderware InTouch applications to include monitoring and remote control; porting of data via SCADA Tags to the Enterprise Historian; and programming the SCADA software to create SCADA screens (including graphics, animation, control features, alarms, data logging) and test all parts of the SCADA system (including verification of data and performing functional tests) for the CBI facilities. Details of the CBI facilities shall be provided to the selected consultant.
B. CITY CONTACT
The City has designated Ivo Nkwenji, as its contact (the "City Contact") for this request for proposals (this "RFP"). The City Contact's information is listed below:
Ivo C. Nkwenji, Lead System Analyst
City of Santa Monica
Public Works Department/Water Resources Division
2500 Michigan Avenue, Building 1
Santa Monica CA 90404
Telephone: (310)-458-4967
E-mail: [email protected]
Office Hours:
Monday through Thursday, 7:30 AM to 5:30 PM
Alternate Fridays 8:00 AM to 5:00 PM
The City of Santa Monica offices are closed every other Friday. Please call to ensure that offices are open and that staff is available.
Any inquiries or requests regarding this procurement should be submitted to the City Contact in writing. Proposers may contact ONLY the City Contact regarding this solicitation. Other City officers, agents, employees or representatives do not have authority to respond on behal of the City. Contact with unauthorized City personnel during the selection process may result in disqualification.
Exhibit D: City of Santa Monica RFP#125
CITY'S ONLINE VENDOR PORTAL
The website for this RFP and related documents is: Planet Bids or http://vendors.planetbids.com/SantaMonica. All project correspondence will be posted on the Planet Bids website. It is the responsibility of Proposers to check the website regularly for information updates and RFP clarifications, as well as any RFP addenda.
C. ORIGINAL DOCUMENTS
Proposer shall complete and return the following documents:
• Proposal (including cost proposal)
• RFP Addenda if issued
• Non-Discrimination Policy Acknowledgement
• Non-Collusion Declaration (this does not need to be notarized) • Certification Regarding Debarment
If you are selected to provide the service, you will need to submit the following forms:
• Oaks Initiative Disclosure Form (if the award amount is >$25,000; identifies recipients of public benefit in relation to political donation restrictions: click here for more information) • Living Wage Certification (if the award amount is >$54,200 annually) You must also obtain a business license, or provide your current business license number.
You can go to the Business License page for more information.
D. BEST QUALIFIED PERSON OR FIRM
The award, if any, will be made to the best qualified person or firms). In evaluating whether a proposers) is (are) the best qualified person or firm(s) pursuant to the Santa Monica Municipal Code, City staff may utilize some or all of the following criteria:
1. The training, credentials and experience of the person or firm;
2. The demonstrated competence, ability, capacity and skill of the person or firm to perform the contract or provide the services;
3. The capacity of the person or firm to perform the contract or provide the service promptly, within the time specified, and without delay;
4. The sufficiency of the person's or firm's financial and other resources;
5. The character, integrity, reputation and judgment of the person or firm;
6. The ability of the person or firm to provide such future service as may be needed;
7. The price which the person or firm proposes to charge, including whether the price is fair, reasonable and competitive; and
8. Any other factor which will further the intent set forth in Section 608 of the City Charter.
The City shall have absolute discretion in determining the applicability and weight or relative weight of some or all of the criteria listed above and is not required to select the lowest monetary proposer.
Exhibit D: City of Santa Monica RFP#125
I. CONDITIONS GOVERNING THE PROCUREMENT
A. GENERAL REQUIREMENTS
This procurement will be conducted in accordance with the City of Santa Monica procurement codes and procedures.
1. Receiving Time / Late Proposals
It is the responsibility of proposer to see that their proposal is submitted with sufficient time to be received by the City prior to the proposal closing time. The receiving time in the City Office will be the governing time for acceptability of proposals.
Late proposals are not accepted regardless of postmark and will be returned unopened to the sender.
2. Acceptance of Conditions Governing this RFP
Submission of a proposal constitutes acceptance of the Evaluation Factors contained in this RFP.
3. Incurring Cost
Any cost incurred by the proposer in preparation, transmittal, presentation of any proposal or material submitted in response to this RFP shall be borne solely by the proposer.
4. Prime Consultant Responsibility
Any agreement that may result from the RFP shall specify that the prime consultant is solely responsible for fulfillment of the agreement with the City. The City will make agreement payments only to the prime consultant.
5. Sub-consultants
Use of sub-consultants must be clearly explained in the proposal, and major sub- consultants must be identified by name. Prime consultants shall be wholly responsible for the entire performance whether or not sub-consultants are used.
6. Amended Proposals
A proposer may submit an amended proposal before the deadline for receipt of proposals.
Such amended proposals must be complete replacements for a previously submitted proposal and must be clearly identified as such in the transmittal letter. City personnel will not merge, collate, or assemble proposal materials.
7. Proposer's Rights to Withdraw Proposal
Proposers will be allowed to withdraw their proposals at any time prior to the deadline for receipt of proposals. The proposer must submit a written withdrawal request signed by the proposer's duly authorized representative addressed to the City Contact.
8. Proposal Offer Firm
Responses to this RFP, including proposal prices, will be considered firm for ninety (90) days after the due date for receipt of proposals or sixty (60) days after receipt of a best and final offer, if one is requested.
9. Best and Final Offer
The City reserves the right to request Best and Final Offers from any or all proposers. This will be the only opportunity to amend or modify proposals based on feedback from the City. Information from competing proposals will not be disclosed to other proposers prior to submission of a Best and Final Offer.
Exhibit D: City of Santa Monica RFP#125
10. Living Wage Requirement
Any agreement issued as a result of this Request for Proposal may be subject to the City's Living Wage Ordinance, Santa Monica Municipal Code Chapter 4.65 (LWO), and its implementing regulations.
1.1. Disclosure of Proposal Contents
All proposals are subject to the provisions of the California Public Records Act, California Government Code section 6250 et seq., and any information submitted with a response is a public record subject to disclosure, unless a specific exemption applies.
12. No Obligation
This RFP in no manner obligates the City to the eventual rental, lease, purchase, etc., of any goods or services offered until a valid written agreement is executed by the City and the selected proposer.
13. Termination
This RFP may be canceled at any time and any and all proposals may be rejected in whole or in part when the City determines such action to be in the best interest of the City of Santa Monica.
14. Sufficient Appropriation
Any agreement awarded for multiple years as a result of this RFP may be terminated if sufficient appropriations or authorizations do not exist. Such termination will be effected by sending written notice to the selected proposer. The City's decision as to whether sufficient appropriations and authorizations are available will be accepted by the selected proposer as final.
15. Errors and Restrictive Specifications
If a proposer discovers any ambiguity, conflict, discrepancy, omission, or other error in the RFP, the proposer should immediately notify the City Contact designated in Section I, B.
Without disclosing the source of the request, the City may issue a written addendum to clarify the ambiguity, or to correct the problem, omission, or other error.
If prior to the submission date, a proposer knows of or should have known of an error in the RFP but fails to notify the City Contact of the error, the proposer shall submit their proposal at his, her or its own risk, and, if awarded an agreement, shall not be entitled to additional compensation or time by reason of error or its later correction.
16. Legal Review
The City requires that all proposers agree to be bound by the General Requirements contained in this RFP.
17. Governing Law
This RFP, and any agreement entered into pursuant to this RFP, are governed by the laws of the State of California.
18. Oral Changes and Basis for Proposal
Exhibit D: City of Santa Monica RFP#125
19. Agreement Terms and Conditions
The agreement between the City and the selected proposers) will follow the format specified by the City and contain the terms and conditions set forth in Exhibit A, Professional Services Agreement. However, the City reserves the right to negotiate with a successful proposer the final provisions or provisions in addition to those contained in this RFP. The contents of this RFP, as revised and/or supplemented, and the successful proposal will be incorporated into and become part of the agreement.
Should a proposer object to any of the City's terms and conditions, as contained in this Section or in Exhibit A, that proposer must propose specific alternative language in his, her, or its proposal. Proposer must provide a brief discussion of the purpose and impact, if any, of each proposed changed followed by the specific proposed alternate wording.
The City may or may not accept the alternative language. General references to the proposer's terms and conditions or attempts at complete substitutions are not acceptable to the City and may result in disqualification of the proposer.
20. Proposer's Terms and Conditions
Proposers must submit with the proposal a complete set of any additional terms and conditions that they expect to have included in an agreement negotiated with the City.
21. Proposer Qualifications
The City may make such investigations as necessary to determine the ability of the proposer to adhere to the requirements specified within this RFP.
22. Right to Waive Minor Irregularities
The City reserves the right to waive minor irregularities and the right to waive mandatory requirements, provided that all of the otherwise responsive proposals fail to meet the same mandatory requirements and/or doing so does not otherwise materially affect the procurement. This right is at the sole discretion of the City.
23. Change in Agreement or Representatives
The City reserves the right to require a change in the selected proposer or representatives if the assigned representatives are not, in the opinion of the City, meeting its needs adequately.
24. City Rights
The City reserves the right to award the proposal to separate proposers on any of the services as set forth in the proposer's proposal. It is further understood that if the proposer to whom any recommended award is made fails to enter into an agreement with the City, award may be made to the next best qualified person or firm, who shall be bound to perform as if she, he or it received the award in the first instance.
25. Right to Publish
Throughout the duration of this procurement process and agreement term, potential proposers, and proposers, must secure from the City written approval prior to the release of any information that pertains to the potential work or activities covered by this procurement or the subsequent agreement. Failure to adhere to this requirement may result in disqualification of the proposer or termination of the agreement.
26. Ownership of Proposals
All documents submitted in response to the RFP shall be become the property of the City of Santa Monica and are subject to the provisions of the California Public Records Act, as described in Section II. A. 11. herein.
Exhibit D: City of Santa Monica RFP#125
27. Agreement Award
Proposal will be evaluated by a committee comprised of City staff and may include outside consultants (the "Evaluation Committee"). The Evaluation Committee will make an award recommendation to City staff. City Council may give approval of the agreement and/or direct staff to negotiate the final terms and execute the agreement.
This agreement shall be awarded to the proposer or proposers whose proposal is best qualified, taking into consideration the evaluation factors set forth in the RFP. The most qualified proposal may or may not have received the most points or be the lowest cost proposal. Proposers will be notified when the award is being made or an award recommendation goes to the City Council for approval.
28. Protest Deadline
All parties wishing to file a protest shall comply with the procedures set forth in Santa Monica Municipal Code section 2.24.105 found here. Proposer may file a written protest with the Director of Finance no more than seven calendar days following the posting of award recommendation on the City's online vendor portal website.
Protests received after the deadline will not be accepted.
III. SUBMISSION FORMAT AND ORGANIZATION
A. RECYCLING / SUSTAINABILITY BID SUBMISSION GUIDELINES When submitting documents to the City, prospective proposers are required to comply with the following guidelines: All submittals and copies shall be printed on 100% post- consumer waste recycled content or tree free paper.
• The minimum requirements for recycled content are as follows:
• 20 lb. paper - 100% post-consumer recycled content.
• Color bond paper; cover stock - minimum 30% post-consumer recycled content. • Glossy paper - minimum 15% post-consumer recycled content. • All copies shall be double sided.
• The use of binders, plastic covers or dividers should be avoided.
These guidelines were developed as part of Santa Monica's Sustainable City Program to promote waste reduction and resource conservation within the community. Thank you for your cooperation.
B. NUMBER OF RESPONSES
Proposers may submit multiple proposals, if desired. The City is not recommending or suggesting that proposers submit multiple proposals. The City is merely stating an available option. If a proposer chooses to submit multiple proposals, each must be entirely separate from the others. The Evaluation Committee will not collate, merge, or otherwise manipulate the proposer's proposals.
C. NUMBER OF COPIES
Proposers shall provide five (5) identical copies of their proposal to the location specified in Section I. B on or before the closing date and time for receipt of proposals.
Exhibit D: City of Santa Monica RFP#125
D. PROPOSAL FORMAT
1. Letter of Transmittal
a. Identify the submitting organization;
b. Identify the name, title, telephone and fax numbers, and e-mail address of the person authorized by the organization to contractually obligate the organization; c. Identify the name, title, telephone and fax numbers, and e-mail address of the person authorized to negotiate the contract on behalf of the organization; d. Identify the names, titles, telephone and fax numbers, and e-mail addresses of persons to be contacted for clarification;
e. Be signed by the person authorized to contractually obligate the organization; f. Acknowledge receipt of any and all amendments to this RFP.
2. Qualifications
Provide a brief summary of your firm's history, its capabilities, and its recent relevant experience (last five years). Also, describe your demonstrated experience with similar projects and qualification including professional licenses and certifications.
3. Key Personnel
Describe the project team composition and include resumes of key personnel. Proposed members should be available for ninety (90) days from the proposal due date. The City must be promptly notified of any changes in key personnel prior to award.
4. References
List a minimum of three (3) references for whom comparable services were provided to in the last five (5) years. Include the name of the firm, name of the contact, telephone number of the contact, email address of contact (if available), brief description of the services provided and your firm's role, and the start and completion date.
5. Project Work Plan
Describe your understanding of the project and approach. Include deliverables, milestones, assumptions, and identify potential risks that could delay the project. List any resources you expect the City to provide.
6. Cost Proposal
Provide a proposed total fee outlining the proposal and identify the hourly fee schedule for all personnel to be involved in the project. The hourly rates should include fringe benefits, indirect costs and profit. • The Consultant should also indicate what percentage of the scope of work is expected to be completed by each individual or pay classification included in fee proposal. Additionally, if applicable, a schedule of reimbursable expenses should be included.
Exhibit D: City of Santa Monica RFP#125
IV. EVALUATION
A. EVALUATION POINT SUMMARY
All proposals meeting the requirements will be further evaluated using the same criteria and point structure. Evaluations will be based on the weighted criteria listed below, which correspond to information requested in various sections of the proposal:
Note: Only those that achieve a score of 50 points or more will be eligible for consideration and evaluation under this proposal.
CRITERIA MAXIMUM POINTS
Experience / Technical Competence 20
Ability to Meet Work Plan / Timelines 20
Quality Control 20
Cost of Services, Cost Control 20
Stability / References 10
Value Added - Breadth of Service 10
TOTAL POINTS 100
B. EVALUATION FACTORS
Experience and Technical Competence: Up to 20 points may be awarded based on the evaluation of the proposer's knowledge and prior experience. Evaluation will be based on relevant experience of key personnel based on resumes showing technical knowledge and experience. Evaluation will on level of the firm's previous projects of comparable complexity, scale and nature; training and proven expertise in the area of work required; experience in projects completed for public entities; and the firm's. proposed work plan.
Ability to Meet Project Work Plan and Timeliness: Up to 20 points may be awarded based on the consultant's ability to perform the work within the desired time frame. The ability and past experience in assembling a highly qualified staff. The ability to provide the City with approval of management and representatives assigned to the engagement and provide assurance of resources to accommodate changes or turnover in staff. Efficiency and timeliness in completion of projects; specifically note where required reporting deadlines were not met.
Quality Control: Up to 20 points may be awarded based on whether the distinctive goals established for each component are met. Brief descriptions of previous project experiences should be used as examples of how quality control was achieved with former clients.
Cost of Services, Cost Control: Up to 20 points that may be awarded for the lowest price, fixed or blended hourly rate or annual not to exceed fee listed separately for each contract term. The consultant's overall cost proposal for the project should reflect cost effective work and services. Cost control, performance within budget allocations, prudent auditing practices, Exhibit D: City of Santa Monica RFP#125
management and clear and constant communication with City staff are essential to the success of this project. Brief descriptions of previous project experiences should be used as examples of how this was achieved with former clients, along with key examples of the firm's accuracy in cost estimating.
Stability/References: Up to 10 points may be awarded upon an evaluation of proposer's work for similar engagements. Please submit at least three references from public entities of similar size and scope. Additionally, provide evidence of insurance; description of firm size and structure, including number of partners and owners; and confirmation of firm's independence and license to practice in California.
Value Add/Breadth of Service: Up to 10 points may be awarded based on the consultant's ability to provide insight and information, industry best practices and the ability to effectively communicate information to management and provide technical training or resources.
Other factors (if selected for final candidate interviews - 100 points):
Sample Material: Up to 50 points may be awarded for documented material on similar projects.
Presentation/Demonstration: Up to 50 points may be awarded based upon qualifications of the project team, effective communication and understanding of the project goals, experience with similar projects, and the quality of responses to questions.
C. CONSULTANT SELECTION PROCESS:
Selection
The City of Santa Monica, through either the City Council or the City Manager (or his designee) has the sole authority to select the consulting firm and reserves the right to reject any and all proposals. The City reserves the right to approve or reject all sub-consultants and engineers proposed to be retained by the prime consultant. Upon signing of the agreement, no change in proposed personnel or sub-consultants can be made without the City's review and written authorization.
By submitting a response to this RFP, prospective consultants waive the right to protest after award or seek any legal remedies whatsoever regarding any aspect of this RFP. The City reserves the right to select any number of finalists. In addition, the City reserves the right to issue written notice to all prospective consultants of any changes in the RFP terms or proposal submission schedule, should the City determine in its sole and absolute discretion that such changes are necessary. The City reserves the right to request additional information from any proposing consultant and to reject any and all proposals. All original work products, including computer files, shall remain the property of the City.
The City reserves the right to retain an expert to evaluate the proposing consultant's work or qualifications at all stages in the selection process. Additionally, any contract entered into will be subject to termination at any stage if in the judgment of the City, such termination is in the best interest of the City. In the event such decision is made, appropriate written notice would be given before any termination and the consultant would be compensated on a pro-rata basis for work performed.
The responsible proposer whose proposal is the most advantageous to the City, taking to consideration all the evaluation factors will be recommended for the contract award.
Notwithstanding the Evaluation Team's selection, the City reserves the right to award this RFP Exhibit D: City of Santa Monica RFP#125
and the resultant Contract in any manner it deems to be in the best interest of the City and make the selection based on its sole discretion. The City is the sole and exclusive judge of quality and compliance with proposal specifications in any of the matters pertaining to this RFP.
Contract Award and Execution
Selection of a proposer with whom the City enters into contract negotiations with, or a recommendation of an award by the Evaluation Committee or any other party, does not constitute an award of Contract. Once the City formally awards the contract, the successful consultant will be notified to enter into an agreement. If the selected consultant does not enter into the agreement, the City will begin negotiations with the second highest ranking proposing Please review all contract forms prior to submitting a proposal. The City of Santa Monica intends to use these forms as the baseline agreements with the successful consultant. The City will not entertain proposals to make material changes to the contract form once the project has been awarded. If you wish to request changes to the contracting forms, you must do so during the proposal process. In addition, the City requires compliance with several other policies and ordinances, proposing consultants will need to complete these Exhibits and submit with their Proposal.
The RFP document and the successful proposal response, as amended by agreement contract documents. Additionally, the City of Santa Monica may verify the successful consultant's representations that appear in the proposal. Failure of the successful consultant to perform as represented may result in elimination of the successful consultant from further negotiation or in contract cancellation or termination.
No oral explanation or instruction of any kind or nature whatsoever given before the award of a contract to a consultant shall be binding. The City of Santa Monica shall not be bound, or in any way obligated, until the City has awarded the contract and all documents have been executed. The proposing consultant may not incur any chargeable costs prior to final contract execution
Exhibit D: City of Santa Monica RFP#125
City of Santa Monica
Non-Discrimination Policy Acknowledgment
A. Discrimination.
Discrimination in the provision of services may include, but not be limited to the following:
(a) Denying any person any service, or benefit or the availability of a facility. (b) Providing any service, or benefit to any person which is not equivalent, or in a non- equivalent manner or at a non-equivalent time, from that provided to others. (c) Subjecting any persons to segregation or separate treatment in any manner related to the receipt of any service.
(d) Restricting any person in any way in the enjoyment of any advantage or privilege enjoyed by others receiving any service or benefit.
(e) Treating any person differently from others in determining admission, enrollment, quota, eligibility, membership, or any other requirement or condition which persons must meet in order to be provided any service or benefit.
(1) Consultant shall take affirmative action to ensure that intended beneficiaries of this Agreement are provided services without regard to race, color, religion, national origin, ancestry, sex, age, sexual orientation, marital status, AIDS or disability. (2) Consultant shall further establish and maintain written procedures under which any person applying for or receiving services hereunder, may seek resolution from Consultant of a complaint with respect to any alleged discrimination in the provision of services by Consultant's personnel.
At any time any person applies for services under this Agreement, he or she shall be advised by Consultant of these procedures. A copy of these procedures shall be posted by Consultant in a conspicuous place, available and open to the public, in each of Consultant's facilities where services are provided hereunder.
B. Non-discrimination in Employment
(1) Consultant certifies and agrees that it will not discriminate against any employee or applicant for employment because of race, color, religion, national origin, ancestry, sex, age, sexual orientation, marital status, AIDS or disability in accordance with the requirements of City, State or Federal law. Consultant shall take affirmative action to ensure that qualified applicants are employed, and that employees are treated during employment, without regard to race, color, religion, national origin, ancestry, sex, age, sexual orientation, marital status, AIDS or disability, in accordance with the requirements of City, State and Federal law. Such. shall include, but not be limited to, the following:
(a) Employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation. (b) Selection for training, including apprenticeship.
Exhibit D: City of Santa Monica RFP#125
(2) Consultant agrees to post in conspicuous places in each of Consultant's facilities providing services hereunder, available and open to employees and applicants for employment, notices setting forth the provisions of this non-discrimination policy. (3) Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, age, sexual orientation, marital status, AIDS or disability, in accordance with the requirements of City, State or Federal law. (4) Consultant shall send to each labor union or representative coworkers with which it has a collective bargaining agreement or other contract or understanding a notice advising the labor union or workers' representative of Consultant's commitments under this non-discrimination policy.
(5) Consultant certifies and agrees that it will deal with its sub-consultants, bidders, or vendors without regard to race, color, religion, national origin, ancestry, sex, age, sexual orientation, marital status, AIDS or disability, in accordance with the requirements of City, State and Federal law.
(6) In accordance with applicable State and Federal law, Consultant shall allow duly authorized representatives of the County, State, and Federal government access to its employment records during regular business hours in order to verify compliance with this non- discrimination policy. Consultant shall provide other information and records as the representatives may require in order to verify compliance with this non-discrimination policy. (7) If City finds that any of the provisions of this non-discrimination policy have been violated, the same shall constitute a material breach of agreement upon which City may determine to ame snail construe a materials age oment. Wile Cily red, in the d cancel, terminate, or suspend this Agreement. While City reserves the right to determine independently that this nondiscrimination policy has been violated, in addition, a determination by the California Fair Employment and Housing Commission or the Federal Equal Employment Opportunity Commission that Consultant has violated State or Federal non- discrimination laws shall constitute a finding by City that Consultant has violated the provisions of this non-discrimination policy.
(8) The parties agree that in the event Consultant violates any of the non-discrimination policies set forth herein, City shall be entitled, at its option, to the sum of five hundred dollars ($500) pursuant to Civil Code Section 1671 as liquidated damages in lieu of canceling, terminating or suspending this Agreement.
(9) Consultant hereby agrees that it will comply with Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C. 794), all requirements imposed by applicable Federal Regulations, and all guidelines and interpretations issued pursuant thereto, to the end that no qualified disabled person shall, on the basis of disability, be excluded from participation in, be denied the benefits of, or otherwise be subjected to discrimination under any program or activity of the Consultant receiving Federal Financial Assistance.
Signature/Date Name of Proposer
Exhibit D: City of Santa Monica RFP#125
NON-COLLUSION DECLARATION TO ACCOMPANY
PROPOSALS OR BIDS
STATE OF CALIFORNIA
SOUNTY OF LOS ANGELES 1
_ being first duly sworn, deposes, and says: that He/She is:
(Insert "Sole Owner," "A Partner", "President," "Secretary," or other proper title) of_
(Insert name of proposer)
Who submits herewith to the City of Santa Monica the attached proposal; that He, She, It, or They is (are) the person(s) whose name(s) is (are) (strike out words not appropriate) signed to the hereto attached proposal; that said proposal is genuine; that the same is not sham or collusive; that all statements of fact therein are true; that such proposal was not made in the interest or on behalf of any person, partnership, company, association, organization or corporation not therein named or disclosed.
Declarant further deposes and says: that the proposer has not directly or indirectly by agreement, communication or conference with anyone attempted to induce action prejudicial to the interests of the public body which is to award the contract or of any other proposer, or anyone else interested in the proposed contract; that the proposer has not in any manner sought by collusion to secure for himself, herself, itself, or themselves, an advantage over any other proposer. (strike out words not appropriate) Declarant further deposes and says that prior to the public opening and recording of proposals the said proposer:
(a) Did not, directly or indirectly, induce or solicit anyone else to submit a false or sham Proposal;
(b) Did not, directly or indirectly, collude, conspire, connive or agree with anyone else that said proposer or anyone else would submit a false or sham proposal, or that anyone should refrain from proposing or withdraw his/her proposal;
(c)
Cod ere ce with anyone diet or air eyed prit rested enor is iris. their price, or of that of anyone else; and
(d) Did not, directly or indirectly, submit his, her, its, or their proposal price or any breakdown thereof, or the contents thereof, or divulge information or data relative thereto, to any corporation, partnership, company, association, organization, depository, or to any member or agent thereof, or to any individual or group of individuals, except to the awarding authority or to any person or persons who have a partnership or other financial interest with said proposal in his, her, its, or their business. (strike out words not appropriate) I declare under penalty of perjury that the foregoing is true and correct.
Signature/Date Name of Proposer
17 Exhibit D: City of Santa Monica RFP#125
CITY OF SANTA MONICA
CERTIFICATION REGARDING DEBARMENT, SUSPENSION, PROPOSED DEBARMENT,
AND OTHER RESPONSIBILITY MATTERS
This certification must be completed for your proposal to be considered.
The undersigned certifies, to the best of his or her knowledge and belief, that:
1) The Bidder and/or any of its Principals, contractors, subcontractors and sub recipients are not presently debarred, suspended, proposed for debarment, or declared ineligible for the award of or voluntarily excluded from participating in contracts by any Federal agency and are not presently on the Excluded Parties List System (EPLS) or being considered for the EPLS OR ineligible to work on contracts for violations of California Labor Code Sections 1777.1 or 1777.7; "Principals," for the purpose of this certification, means officer; directors; owners; partners; and, persons having primary management or supervisory responsibilities within a business entity (e.g., general manager; plant manager; head of a subsidiary, division, or business segment, and similar position). ;
3.) The Bidder also certifies that if awarded a contract it shall provide immediate written notice to the City of Santa Monica if, at any time, the Bidder learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances;
4.) A certification that any of the items in this provision exists will not necessarily result in withholding of an award under this solicitation. However, the certification will be considered in connection with a determination of the Bidder's responsibility. Failure of the Bidder to furnish a certification or provide such additional information as requested by City of Santa Monica may render the Bidder non-responsive;
5.) Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render, in good faith, the certification required by this provision. The knowledge and information of an Bidder is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings; and
6.) The certification of this provision is a material representation of fact upon which reliance was placed when making award. If it is later determined that the Bidder knowingly rendered an erroneous certification, in addition to other remedies available to the City, the City of Santa Monica may terminate the contract resulting from this solicitation for default and pursue any other available legal remedies.
By signing below, I declare under penalties of perjury that the forgoing certifications and assurances, any other statements made by me are true and correct.
Name (printed): Title:
Signature: Date:
Name of Company: RFP No. :
18 Exhibit D: City of Santa Monica RFP#125
CITY OF SANTA MONICA
OAKS INITIATIVE NOTICE
NOTICE TO APPLICANTS, BIDDERS, PROPOSERS
AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,
OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA
Santa Monica's voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative's requirements. You may obtain a full copy of the Initiative's text from the City Clerk.
This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public official from receiving, and a person or entity from conferring, specified personal benefits or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a "public benefit" to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica.
All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists for persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a "public benefit" include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period.
In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a "public benefit." If the "public benefit" is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Therefore, if you are seeking a "public benefit" covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This information must be updated and supplied every 12 months.
19 Exhibit D: City of Santa Monica RFP#125
CITY OF SANTA MONICA
OAKS INITIATIVE DISCLOSURE FORM
worderto facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a "public benefit." If the "public benefit" is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity.
Public benefits include:
Personal services contracts in excess of $25,000 over any 12-month period; Sale of material, equipment or supplies to the City in excess of $25,000 over a 12-month period;
Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;
4. Non 4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12- month period;
5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;
6. Tax "abatement, exception, or benefit" of a value in excess of $5,000 in any 12-month period; or
7. Payment of "cash or specie" of a net value to the recipient of 810,000 in any 12 month Name(s) of persons or entities receiving public benefit:
Name(s) of trustees, directors, partners, and officers:
Name(s) of persons with more than a 10% equity, participation, or revenue interest:
Prepared by: Title:
Signature: Date:
Email: Phone:
FOR CITY USE ONLY:
Bid/PO/Contract # Permit #
20 Exhibit D: City of Santa Monica RFP#125
CITY OF SANTA MONICA
LIVING WAGE ORDINANCE
Certification for Providers of Services to the City of Santa Monica (Fiscal Year 17/18 - July 1, 2017 through June 30, 2018)
TO BE COMPLETED BY ALL CONTRACTORS PROVIDING SERVICES TO THE CITY OF SANTA MONICA IN EXCESS OF $54,200
The City of Santa Monica Municipal Code Chapter 4.65, Living Wage Ordinance (LWO), establishes a Minimum Wage of $15.87 per hourfor certain employees of contractors providing services to the City where services exceed $54,200 or more and requires that contractors also provide the same health care and other benefits to employees' same sex spouses and domestic partners as are provided to other employees' spouses.
An employee covered by the LWO is any person who does not actually work as a manager, supervisor, or confidential employee, and who is not required to possess an occupational license.
The Living Wage Ordinance applies the services sought pursuant to this bid and bidders are required to prepare and return the Living Wage Certification Form. If the bidder is selected, the bidder must maintain payroll records that include, at minimum, the full name of each employee providing services under the contract, job classification and rate of pay. Bids that fail to include Certification Forms may be considered non-responsive and excluded from further consideration.
Please prepare the following certification if you are a contractor engaging in a contract for services with the City of Santa Monica in excess of $54,200.
Your signature on this certification grants the City permission to review any and all payroll books and records and any company documents pertaining to the benefits offered to employees to assure your compliance with the LWO during the term of the contract.
Please direct any questions to:
City of Santa Monica Finance Department
Attention: Living Wage Compliance Section
1717 4th Street, Suite 250
Santa Monica, CA 90401
You can also contact staff regarding living wage ordinance questions by e-mail at [email protected] or by phone 310-458-8281.
- 21 -
January 2017
Exhibit D: City of Santa Monica RFP#125
CITY OF SANTA MONICA
LIVING WAGE ORDINANCE CERTIFICATION
July 1, 2017 through June 38, 2017
TO BE COMPLETED BY ALL CONTRACTORS PROVIDING SERVICES TO THE CITY OF SANTA MONICA IN EXCESS OF $54,200
MINIMUM WAGE - $15.87 per hour
Please read, complete, and sign the following:
THIS CONTRACT IS SUBJECT TO THE LIVING WAGE ORDINANCE • THIS CONTRACT IS NOT SUBJECT TO THE LIVING WAGE ORDINANCE • If this contract is not subject to the Living Wage Ordinance requirements, please note the reason below and attach supporting documentation for exemption. For example, in order to be exempt pursuant to a collective bargaining agreement, a signed collective bargaining agreement must be attached. (a) contractor is a government agency and is exempt
(b) contractor is a City grantee and is exempt
(c) contractor is a non-profit corporation and is exempt (d) contractor is an employer whose employees are covered by a bona fide collective bargaining agreement where the waiver is explicitly set forth in an agreement in clear and unambiguous terms
(e) contractor is a corporation providing banking services The undersigned, on behalf of himself or herself individually and on behalf of his or her business or organization, hereby certifies that he or she is fully aware of Santa Monica's Living Wage Ordinance (LWO), and the applicability of the LWO, and the applicability of the subject contract, as determined herein. The undersigned further agrees to be bound by all terms of the LWO, as mandated in all sections of Santa Monica Municipal Code, Chapter 4.65. If, at any time during the term of the contract, the answers to the questions posed herein change so that Contractor would be subject to the LWO, Contractor will promptly notify the Director of Finance in writing. Contractor further understands and agrees that the failure to comply with the LWO, this certification, or the terms of the Contract as it applies to the LWO, shall constitute a detault of the Contract, which shall be grounds for termination. City shall have the right to examine all books and records of the Contractor as they relate to compliance with the LWO. Payroll records shall at a minimum include the full name of each employee performing labor or providing services under the contract, job classification, and rate These statements are made under penalty of perjury under the laws of the State of California.
Printed Name: Title:
Signature: Date:
Contractor: Bid Number (if applicable):
Service Description:
- 22 -
January 2017
Exhibit D: City of Santa Monica RFP#125
CITY OF SANTA MONICA
BUSINESS LICENSE
WHO NEEDS A BUSINESS LICENSE?
1. Is this vendor physically located in the City of Santa Monica? •Yes (Vendor must have a City of Santa Monica business license - contact the Business License unit for the appropriate forms. Skip question 2 & continue to "ADDITIONAL REQUIREMENTS"
section below)
•No (Continue to the next question)
2: Does this vendor physically come into the City of Santa Monica to conduct business and/or make deliveries?
Yes (Vendor must have a City of Santa Monica Out-of City Business _cense. _ contact the Business License unit for the appropriate forms. Continue to "ADDITIONAL REQUIREMENTS" section
below)
•No (STOP, no license needed)
ADDITIONAL REQUIREMENTS:
If this vendor is located in or comes into the City of Santa. Monica to conduct business, in addition to having a CITY OF SANTA MONICA BUSINESS LIcensE, they will be required to have insurance (see agreement for descriptions).
The business license documentation is only required from the successful Proposer. - 23-
January 2017
EXhibit D: City of Santa Monica RFP#12:
age 23 of 33
EXHIBIT A
Contract No. _ (CCS)
PROFESSIONAL SERVICES AGREEMENT
'his Professional Services Agreement ("Agreement"), entered into as o ; 20 "Execution Date"), by and between the City of Santa Monica ("City") and AB Corporation ("ABC"), is made with reference to the following:
RECITALS:
A. The City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to carry on its business as it is now being conducted under the statutes of the State of California and the Charter of the City.
B. ABC is qualified to do business, and is doing business, in the State of California. ABC represents it has the background, knowledge, experience and expertise necessary to provide the services set forth in this Agreement.
C. The City and ABC now desire to enter into an agreement for ABC to provide professional services to the City.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as follows:
TERMS AND CONDITIONS
1. Term. This Agreement begins on the Execution Date and terminates on June 30, 20 unless sooner terminated in accordance with Section 14.
2. ABC Services. ABC will perform all of the services ("Services") described in Exhibit A, Scope of Services. ABC will complete the Services in accordance with Exhibit B, Budget.
3. City Services. The City agrees to:
3.1 Make available to ABC any currently existing documents, data or information required for the performance of the Services.
3.2 Designate a representative authorized to act on behalf of City.
3.3 Promptly examine and render findings on all documents submitted for staff review by ABC.
4. Compensation. The City will compensate ABC for the Services performed in an amount not to exceed $ , as set forth in Exhibit B.
5. Invoices. ABC will invoice the City for the Services in accordance with Exhibit B and the City will pay any undisputed amount within 30 days of receipt.
6. Notices. All notices, demands, requests or approvals to be given under this Agreement, must be in writing and will be deemed served when delivered personally, by email, or on - 24 -
January 2017
Exhibit D: City of Santa Monica RFP#125
the third business day after deposit in the United States mail, postage prepaid, registered or certified, addressed as follows:
6.1 All notices, demands, requests or approvals to the City:
Water Resources Division
City of Santa Monica
1212 5TH Street, 3rd Floor
Santa Monica, California 90401
Attention: Ivo Nkwenji
Re: Contract No. <Number>
with a copy to:
Santa Monica City Attorney's Office
1685 Main Street, Third Floor
Santa Monica, California 90401
Attention: City Attorney
Re: Contract No. <Number>
6.2 All notices, demands, requests or approvals to ABC:
ABC
1234 Main Street
Anytown, USA
Attention: ABC Person
<ABC's Contact Information>
Re: Contract No. <Number>
7. Independent Parties. Both parties to this Agreement will be acting in an independent capacity and not as agents, employees, partners, or joint venturers of one another.
Neither the City nor its officers or employees will have any control over the conduct of ABC or any of ABC's agents, employees, or subconsultants, except as otherwise provided in this Agreement.
8. Integrated Contract. This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties. Any preliminary negotiations and agreements of any kind or nature are merged into this Agreement. No oral agreement or implied covenant may be held to vary the provisions of this Agreement. This Agreement may be modified only by written agreement signed by City and ABC, and approved as to form by the City Attorney.
9. Insurance. Prior to commencing work, ABC must procure, maintain and pay for insurance against claims for injuries to persons or damage to property that may arise from or in connection with the performance of the Services by ABC or ABC's agents, representatives, employees or subconsultants for the duration of this Agreement. ABC must obtain insurance that, at a minimum, meets the requirements for insurance set forth in Exhibit C, Insurance Requirements and Verifications.
10. Defense and Indemnification.
10.1 Indemnification. As to ABC's Services produced under this Agreement, ABC agrees to defend, indemnify, protect, and hold harmless the City, its agents, officers, boards and commissions, and employees (collectively, "City") from and - 25 -
January 2017
Exhibit D: City of Santa Monica RFP#125
against any and all liability, claims, demands, damages, or costs, including but not limited to attorney's fees, or payments for injury to any person or property (collectively, "Losses") caused or claimed to be caused by the acts, errors and/or omissions of ABC, or ABC's employees, agents, officers, and subconsultants.
ABC's responsibilities under this Section 10.1 include liability arising from, connected with, caused by, or claimed to be caused by the active or passive negligent acts or omissions of the City, which may be in combination with the acts or omissions of ABC, its employees, agents or officers, or subconsultants; provided, however, that ABC's duty to defend, indemnify, protect and hold harmless shall not include any Losses arising from the sole negligence or willful misconduct of the City. Notwithstanding ABC's obligation to defend City hereunder, City has the right to conduct its own defense and seek reimbursement for reasonable costs of defense from ABC, if City chooses to do so.
10.2 Enforcement Costs. ABC agrees to pay any and all costs the City incurs enforcing the indemnity, defense and hold harmless provisions set forth in Section 10.1.
11. Prohibition Against Transfers.
11.1 ABC may not assign, hypothecate, or transfer this Agreement or any interest therein directly or indirectly, by operation of law or otherwise without the prior written consent of City. Any attempt to do so without the City's consent will be null and void, and any assignee, hypothecatee or transferee acquires no right or interest by reason of such attempted assignment, hypothecation or transfer.
11.2 The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of ABC or of any general partner or joint venturer or syndicate member of ABC, if a partnership or joint venture or syndicate exists, which results in changing the control of ABC, will be construed as an assignment of this Agreement. Control means 50% or more of the voting power of the corporation.
12, Permits and Licenses. ABC, at its sole expense, must obtain and maintain during the term of this Agreement all required business and professional permits, licenses and certificates.
13. Waiver. A waiver of any breach of this Agreement may not be deemed a waiver of any subsequent breach of the same or any other term, covenant, or condition of this Agreement.
14. Default and Termination.
14.1 If ABC fails or refuses to perform any of the provisions of this Agreement, and if the default is not cured within a period of five days after the City's written notice of default specifying the nature of the default, City may immediately terminate this Agreement by written notice to ABC
14.2 The City has the option, at its sole discretion and without cause, of terminating this Agreement by giving ten days' written notice to ABC. Upon termination of - 26 -
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Exhibit D: City of Santa Monica RFP#125
this Agreement, City will pay ABC any compensation earned and unpaid up to the effective date of termination.
15. Compliance with Law. ABC must comply with all laws of the State of California and the United States, and all ordinances, rules, and regulations enacted or issued by City.
16. Discrimination. ABC may not discriminate in the provision of services hereunder because of race, color, religion, national origin, ancestry, sex, age, sexual orientation, marital status, AIDS or disability.
17. Nuisance. ABC may not maintain, commit, or permit the maintenance or commission of any nuisance in connection with the performance of services under this Agreement.
18. Records.
18.1 ABC must maintain complete and accurate records with respect to costs, expenses, receipts and other such information required by the City for any services provided where compensation is on the basis of hourly rates, subconsultant costs, or other direct costs. ABC must keep the records, together with supporting documents, separate from other documents and records and maintain them for a period of three years after receipt of final payment.
18.2 ABC must maintain records in sufficient detail to permit an evaluation of the Services and in accordance with generally accepted accounting principles. ABC must clearly identify all records and make them readily accessible to the City. At the City's request, ABC must provide records in an electronic format and, if necessary, access to any proprietary software to view such electronic records.
18.3 ABC must allow the City to have free access to ABC's books and records and to inspect all work, data, documents, proceedings and activities related to this Agreement. The City has the right to examine or audit ABC's records, and ABC agrees to cooperate with any examination or audit of its records. If a City audit discloses an error of 5% or more in information reported by ABC, ABC agrees to pay the cost of the City's audit computed on the basis of four times the direct payroll of the audit staff completing the audit and audit report.
19. Work Product; Reports.
19.1 Any work product prepared or caused to be prepared by ABC or any subconsultant for this Agreement will be the exclusive property of City. No work product given to or prepared by ABC or any subconsultant pursuant to this Agreement may be made available to any individual or organization by ABC without prior written approval by City.
19.2 At the City's request, ABC must furnish reports concerning the status of the Services.
20. Standard of Care. ABC agrees to provide all Services, including services performed by any subconsultant, in a manner consistent with the level of care and skill ordinarily - 27 -
January 2017
Exhibit D: City of Santa Monica RFP#125
exercised by members of ABC's profession currently practicing in the same locality under similar conditions.
21. Subconsultants.
21.1 If ABC proposes to have any subconsultant perform any part of the Services, ABC must submit a request for approval in writing, describing the scope of work to be subcontracted, the name of the proposed subconsultant, and the total price of hourly rates used in preparing an estimated cost for the subconsultant's services.
The City, in its sole discretion, may grant or deny the request.
21.2 ABC will be responsible for the quality of any subconsultant's work. Every subcontract or agreement of any kind entered into between ABC and any subconsultant (or between any subconsultant and others) must contain the following provision:
This agreement is consistent with all terms and conditions of the Agreement No. _ (CCS) entered into between the City of
Santa Monica and ABC on
22. Governing Law. The laws of the State of California, without regard to any choice of law provisions, will govern this Agreement.
23. Venue and Jurisdiction. The City and ABC agree that the Services will take place in Los Angeles County. Any litigation arising out of this Agreement may only be brought in either the United States District Court, Central District of California, or the Superior Court of California, County of Los Angeles, West District, as appropriate. The parties agree that venue exists in either court, and each party expressly waives any right to transfer to another venue. The parties further agree that either court will have personal jurisdiction over the parties to this Agreement.
24. Survival of Provisions and Obligations. Any provision of this Agreement, which by its nature must be exercised after termination of this Agreement, will survive termination and remain effective for a reasonable time. Any obligation that accrued prior to termination of this Agreement will survive termination of this Agreement. - 28 -
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Exhibit D: City of Santa Monica RFP#125
25. Exhibits. The following exhibits are incorporated by reference into this Agreement as though fully set forth herein.
Exhibit A Scope of Services
Exhibit B Budget
Exhibit C Insurance Requirements
In witness whereof, the parties have caused this Agreement to be executed the day and year first above written.
CITY OF SANTA MONICA,
ATTEST: a municipal corporation
By: _
DENISE ANDERSON-WARREN RICK COLE
City Clerk City Manager
APPROVED AS TO FORM:
JOSEPH LAWRENCE
Interim City Attorney
ABC Corporation
By:_
Name:
Title:
- 29-
January 2017
Exhibit D: City of Santa Monica RFP#125
Exhibit A
Scope of Services
Exhibit B
Budget
- 30 -
January 2017
Exhibit D: City of Santa Monica RFP#125
Exhibit C
Insurance Requirements and Verifications
Professional Services Agreement Insurance Requirements
Consultant shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, employees or subcontractors.
Minimum Scope/Limits of Insurance
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal and advertising injury, with limits of no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form CA 00 01 covering Code 1 (any auto), or if the Consultant has no owned autos, Code 8 (hired) and Code 9 (non-owned), with limits of no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation: Workers' Compensation insurance as required by the State of California, with Statutory Limits and Employers' Liability Insurance with limits of no less than $1,000,000 per accident for bodily injury or disease (see footnote #1).
4. Professional Liability: Insurance appropriate to the Consultant's profession with a limit of not less than $1,000,000 each claim/$2,000,000 in the annual aggregate (see footnote #2).
If the Consultant maintains higher limits than the minimums shown above, the City of Santa Monica requires and shall be entitled to coverage for 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 of Santa Monica.
Other Insurance Provisions
1. The policies are to contain, or be endorsed to contain, the following provisions:
a. Additional Insured Status (CGL): The City of Santa Monica, its officers, officials, employees and volunteers are to be covered as additional insureds on the CL policy with respect to liability arising out of work or operations performed by or on behalf of Consultant including materials, parts or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance at least as broad as Insurance Services Office Form CG 20 10 11 85. b. Primary Coverage (CGL, Auto, and Professional Liability): For any claims related to this contract, the Consultant's insurance shall be primary as respects the City of Santa Monica, its officers, officials, employees and volunteers. Any insurance or self insurance maintained by the - 31 -
January 2017
Exhibit D: City of Santa Monica RFP#125
City of Santa Monica, its officers, officials, employees or volunteers shall be in excess of the Consultant's insurance and shall not contribute with it. c. Notice of Cancellation (all policies): Each insurance policy required herein shall state that coverage shall not be cancelled except after notice has been given to the City of Santa Monica. d. Waiver of Subrogation (all policies): Consultant hereby grants to the City of Santa Monica a waiver of any right of subrogation which any insurer of said Consultant may acquire against the City of Santa Monica by virtue of payment of any loss. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City of Santa Monica has received a waiver of subrogation endorsement from the insurer.
Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City of Santa Monica.
The City of Santa Monica may require the Consultant to purchase coverage with a lower deductible or retention or provide satisfactory proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to the City of Santa Monica.
Claims Made Policies
1. If the Professional Liability policy provides "claims made" coverage:
a. The Retroactive Date must be shown, and must be before the date of this Agreement or the start of work.
b. The insurance must be maintained and evidence of insurance must be provided for at least 5 years after completion of work.
c. If the policy is cancelled or not renewed, and not replaced with another "claims made" policy form with a Retroactive Date prior to the effective Agreement date, the Consultant must purchase "extended reporting" coverage for a minimum of 5 years after completion of work.
Verification of Coverage
Consultant shall furnish the City of Santa Monica with original certificates and amendatory endorsements or copies of the applicable policy language providing the insurance coverage required herein. All certificates and endorsements are to be received and approved by the City of Santa Monica before work commences. However, failure to obtain required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City of Santa Monica reserves the right to require complete, certified copies of all required insurance policies, including the endorsements required herein, at any time.
- 32 -
January 2017
Exhibit D: City of Santa Monica RFP#125
Failure to Maintain Insurance Coverage
If Consultant, for any reason, fails to maintain insurance coverage which is required pursuant to this Agreement, the same shall be deemed a material breach of contract. The City of Santa Monica, at its sole option, may terminate this Agreement and obtain damages from the Consultant resulting from said breach. Alternatively, the City of Santa Monica may purchase such coverage (but has no special obligation to do so), and without further notice to the Consultant, the City may deduct from sums due to the Consultant any premium costs advanced by the City for such insurance.
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein. All exceptions must be approved in writing by the Risk Manager.
Footnotes
#1: Workers' Compensation insurance coverage is not required if the Consultant does not have employees. The Consultant must, however, execute the City's Workers' Compensation Coverage Exemption Declaration Form.
#2: Professional Liability insurance is required if the Consultant is providing a professional service regulated by the State (e.g., insurance agents, doctors, lawyers, architects, engineers, certified public accountants, etc.). However, some Consultants, such as software designers, claims administrators, or human resources professionals, should also carry Professional Liability insurance. Contact Risk Management for guidance.
- 33 -
January 2017
Exhibit D: City of Santa Monica RFP#125
Exhibit E
Vertech Proposal Q170213 R2
City of Santa Monica
SCADA System Integration and Support
Vertech BAFO
Q170213 R2
City of
Santa Monica®
Ivo C. Nkwenji
Lead System Analyst
Water Resources Division
2500 Michigan Ave, Building 1
Santa Monica, CA 90404
Asha Xu
562-266-7001
Prepared By: [email protected]
Federal Tax ID Number: 20-1819693 16 Technology, Suite 118 Irvine, CA 92618
www.Vertech.com
Exhibit E: Vertech Proposal Q170213 R2
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
Table of Contents
Cover Letter. ..1
Major Project TASKS...... ...2
5 System Tasks.. ....2
SCADA Master Plan Part I. ...4
Project Kick-Off & Site Evaluations... ...4
Existing SCADA Hardware & Software Evaluation ... ...5
Network Evaluation. ...5
Meetings and Deliverables ...5
SCADA Master Plan Part I| ...6
Meetings, Workshops and Deliverables ... ....6
SCADA Master Plan Hour Summary Per Resource .. ....7
Support Services... ...8
After Hours Support: ....9
...11
Project Management Plan
Pricing ....12
Scope Clarifications. ...13
The Vertech Advantage ....14
Appendix A: Project Management Plan.... ..15
Appendix B: preliminary project schedule..... ...16
Exhibit E: Vertech Proposal Q170213 R2
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
COVER LETTER
January 31, 2018
City of Santa Monica
Public Works Department - Water Resources Division
2500 Michigan Ave., Bldg. 1
Santa Monica, CA 90404
Quote #: Q170213 R2
City of Santa Monica SCADA Upgrade & Support BAFO
Dear City of Santa Monica,
Thank you for the invitation to interview and it was great meeting your team. As you've requested, Vertech has prepared a "Best and Final Offer" in the package attached.
You'll find details about the SCADA Master Plan tasks, our support services, and project management methodology in this package. Vertech has been following CSIA standards for well over a decade and has executed many SCADA Master Plan's over the years. We offer 24/7/365 support from Irvine, CA and hope to work with the City of Santa Monica in the future.
As we've detailed in our original bid package, Vertech has had 13 years of experience in working with Water/Wastewater clients in improving their controls, automation, and operations. SCADA plans, site evaluations, and SCADA programming are a large part of what we do as a company. We hope to work with the City of Santa Monica in fully assessing your technical needs and making improvements that will result in the long-term wellbeing of the City.
Sincerely,
Ashe the
Asha Xu
Business Development Manager, CA
Vertech
16 Technology, Suite 118, Irvine, CA
562.266.7001
[email protected]
Santa Monica SCADA System Upgrade RFP Page 1
Exhibit E: Vertech Proposal Q170213 R2
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
MAJOR PROJECT TASKS
As described in your RFP, you are looking for five tasks to be completed. Each of these tasks is described below.
5 SYSTEM TASKS
Task 1: System Evaluation and SCADA Master Plan
The City of Santa Monica is looking for consulting services to improve their drinking water and wastewater infrastructure. This includes updating, enhancing, or replacing the existing Wonderware InTouch SCADA system and bring field data into a central SCADA system. There is a balance between what to keep and what to upgrade. We are always looking out for the overall budget and work diligently at staying within those guidelines.
What we will do: Vertech evaluate the City of Santa Monica Water/Wastewater facilities to determine a best path forward. We will survey any communications equipment and paths, control panels with PLCs and OITs, SCADA hardware including servers and workstations, and current software packages and licensing to determine viability of all components of your current system. Vertech will work with the City to determine a path forward through evaluations and meetings and provide a SCADA Master Plan.
Task 2: SCADA Programming
You have three water facilities plus multiple wells, reservoirs, pressure relief valves and pumping stations in your system from which you are not seeing data at your central SCADA system. Bringing this data into a central system will allow you to control your system, be more pro-active in system maintenance and upkeep as well as improve system performance. This data needs to be captured so that operators can be on top of the day-to-day requirements of a large system to keep it functioning at its peak performance, saving you and your customers money.
What we will do: This proposal will cover the migration of InTouch application and Historical data from the existing facility structures into the central monitoring and control system defined in the SCADA Master Plan.
Current screens will be recreated and programmed in the new HMI utilizing the new SCADA Standards developed in the SCADA Master Plan.
Santa Monica SCADA System Upgrade RFP Page 2
Exhibit E: Vertech Proposal Q170213 R2 warantri
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
Task 3: Integrate the Sustainable Water Infrastructure Project (SWIP) facilities into the SCADA System
Currently you cannot see the information from the SWIP facilities at your central SCADA site. This all ties into a functioning, set-ahead system that can be controlled and maintained. This data is important and needs to be seen and evaluated.
What we will do: Vertech will analyze the information provided by the City to determine how this system can be improved. Through discussions with you, we will program additions to the SCADA software to create SCADA screens including required animation, control, alarms and data logging to increase the production and storage of recycled water and recharging aquifers. Based on the determined requirements from the site assessment, Vertech will migrate the required data from the Sustainable Water Infrastructure Project facilities into your central SCADA system.
Task 4: Provide oversight and become the City's Advocate The City needs someone they can trust to watch over the integration of third party of storm water storage tanks required by the Clean Beaches Initiative (CBI). The Wonderware InTouch SCADA application will be updated by a third party with new data related to these new tanks and it needs to be consistent with the rest of the system and enhancements occurring elsewhere.
What we will do: Our team will be very familiar with every aspect of your SCADA system and have a complete understanding of your needs with this upgrade. We will work with you and any third-party OEM to ensure that your SCADA system remains consistent throughout this upgrade. This includes implementation of all SCADA programming, control functions, alarms, data logging and system testing. This proposal covers oversight of the City's chosen OEM for this endeavor. Vertech will guide the OEM to ensure consistency throughout the SCADA project including any third-party programming.
Santa Monica SCADA System Upgrade RFP Page 3
Exhibit E: Vertech Proposal Q170213 R2
SCADA System Upgrade & Support BAFO
Vertecho
City of Santa Monica
Task 5: On-Call Professional Services and Support
The City needs on-call support for their SCADA system. You need an expert who knows your system and who you can depend on when things go awry or need to be tweaked for better performance.
What we will do: Vertech will provide the City with on-call services for 5 years to keep your systems working as flawlessly as possible. Our integrators are professionals and they will walk with you through the entire upgrade project as well as be there after the system has been running. Vertech has included a pool of 1600 hours that can be used over the five-year period based on your requirements. When you have used up 70% of these hours, we will let you know so that the contract can be modified with more hours if required.
SCADA MASTER PLAN PART I
Vertech has performed many SCADA Master Plan's for entities in Southern California. We've learned from our previous work and we hope that our experiences will be passed on to you. Below details what the SCADA Master Plan entails, possible schedule, and deliverables.
PROJECT KICK-OFF & SITE EVALUATIONS
At Vertech, we believe that good communication with the client has always been a key to our success. It is our belief that the project should begin with a significant amount of up-front system level design and documentation. We have found that the up-front effort pays off with LET'S reduced time required during the coding of the specific functions of the system. With TALK. this goal in mind, Vertech will coordinate with the City to schedule a Project Kick-off meeting after the Notice to Proceed is received. At this meeting, discussions will lead to the finalized description and requirements of the project. A detailed schedule with achievable milestones will also be created so that you will know what to expect and when. The following systems will be documented and evaluated:
1. Wastewater Systems
2. Water Systems
3. SCADA Network
4. SCADA Infrastructure
Santa Monica SCADA System Upgrade RFP Page 4
Exhibit E: Vertech Proposal Q170213 R2 Winnied
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
EXISTING SCADA HARDWARE & SOFTWARE EVALUATION
Vertech will perform a comprehensive site evaluation including the following elements:
Responsible Team Members: Vertech Lead Engineer, Integrator (management and oversight throughout) • Verification of each site process functionality
• Document PLC Hardware Models, Versions, PLC programs, IP Addresses, site security • Document SCADA HMI hardware, software versions, software loaded and utilized by customer, peripheral equipment, OIT's
• Witness the use of SCADA (control room, remote, operations, reports, etc.) • Document any immediate concerns or items to address in master plan • Retrieve existing PLC and HMI programs if the City doesn't have the files • City to provide existing PLC programs, HMI programs, network architecture, and I/0 lists
NETWORK EVALUATION
Vertech will perform a comprehensive network evaluation including the following elements:
Responsible Team Members: Vertech Network Engineer, Integrator (management and oversight throughout)
• Inventory existing hardware including firmware revisions • Scan network and document network architecture
• Evaluate IP Scheme
• Evaluate the current Security Posture
• Remote Accessibility
• Packet captures on primary uplinks to core network devices
MEETINGS AND DELIVERABLES
Meetings:
• Kickoff Meeting
• Site and Network Evaluation
Deliverables
• Site Evaluation Report
• Network Evaluation Report
Santa Monica SCADA System Upgrade RFP Page 5
Exhibit E: Vertech Proposal Q170213 R2 invented
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
SCADA MASTER PLAN PART II
Once the site evaluations and radio study has been completed and approved, Vertech will prepare and hold a second kickoff meeting to discuss the contents and detail of the SCADA Master Plan to be written. An updated schedule will be presented. At a minimum, the contents of the SCADA Master Plan will include:
1. SCADA infrastructure and network improvements
2. Network communications improvements
3. PLC Hardware selection, updates, standardization, and security improvements
4. HMI Hardware, software, architecture, failover and security improvements
5. PLC and HMI programming standards (separate workshops) Each focus area above will include the following steps:
Review Evaluation Report
Prepare Recommendations
• Hold Workshop
• Draft Submittal
For each topic Vertech will prepare and hold a Workshop with the City to present and detail options and recommendations for improvement in each area. Once the meeting is held, Vertech will draft a Submittal for City review. Each submittal will be finalized individually to expedite the overall process. These submittals will come together in the end to form the Master Plan.
MEETINGS, WORKSHOPS AND DELIVERABLES
Meetings:
• Kickoff Meeting
• Project Closeout
Workshops:
• SCADA infrastructure and network improvements
• Network communications improvements
• PLC Hardware, software improvements
• HMI Hardware, software improvements
• PLC programming standards
• HMI programming standards
Santa Monica SCADA System Upgrade RFP Page 6
Moi. Moore
Exhibit E: Vertech Proposal Q170213 R2
SCADA System Upgrade & Support BAFO
Vertech O
City of Santa Monica
Deliverables
• SCADA infrastructure and network improvements
• Network communications improvements
• PLC Hardware selection, updates, standardization, and security improvements • HMI Hardware, software, architecture, failover and security improvements • PLC and HMI programming standards (separate workshops) • Final Master Plan
SCADA MASTER PLAN HOUR SUMMARY PER RESOURCE
Below is a projected resource plan for the project.
TECH INTEGRATOR NETWORK ADMIN
TASKS PM
LEAD ENGINEER
Site Evaluations 18 92 92
Network Study 8 56 40 2
Evaluation Review Meeting 6 6 6
Master Plan Prep 12 24 24
SCADA Infrastructure and Network 12 54 6 8
Enhancements
PLC Hardware/Software 12 78 6 8
HMI Hardware/Software 12 6 78 8
PLC Programming Standards 12 86 6 8
HMI Programming Standards 12 6 86 8
TOTALS 104 352 360 40 42
Grand Total: 898 hours
Vertech Standard Rates for Task 1 Resources
Hourly
Position Rate
Network engineer $165
Project Manager $145
Tech Lead $145
Integrator (PLC/SCADA) $145
Administrative Assistant $80
Santa Monica SCADA System Upgrade RFP Page 7
Exhibit E: Vertech Proposal Q170213 R;
age 7 of 2
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
SUPPORT SERVICES
Vertech prides itself on its ability to keep its customers happy with functioning systems. Our goal is that we provide you with an effective system that you're completely satisfied with. In the case that you do have changes you want to make, our response times to your requests are second to none. When you call, we do our best to ensure you are taken care of in a timely manner. • VPN Service average response time is 15 minutes. This is the most common type of support we see, especially if we were the ones to study and implement their SCADA system. With the correct remote capabilities, Vertech is able to respond almost instantly to any situation. • Onsite average response time is 2 hours (this can vary based on circumstances beyond our control such as traffic or weather).
Maximum response time averages at 4 hours from the time you call.
Our standard rates are as follows:
Position Hourly Rate
Network engineer $165
Database programmer $150
Project Manager $145
Integrator (PLC/SCADA) $145
Design Engineer $145
Field Technician $135
CAD Designer $115
Administrative Assistant $80
Santa Monica SCADA System Upgrade RFP Page 8
Exhibit E: Vertech Proposal Q170213 R
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
AFTER HOURS SUPPORT
After hours support can be reached at 877-221-1522. This number is operational 24/7/365 and will assist you in reaching the engineer on call. Even if this is an emergency on New Year's Eve at 10PM, the operator will only stop once they've reached someone who can come to your site or remote in. Vertech cross trains engineers on all projects so that there is never a project that is completely dependent on one engineer. The below chart details our rates for after-hours support.
Control System Programming and Service:
Type Hours Rate
M - F 8:00—5:00
Standard Rate $145/hour
24-Hours' notice
M-F 5:00PM-8:00AM,
After Hours Rate Saturday and Sunday, $165/hour
24-Hours' notice
M - F 8:00-5:00
Same Day Service Rate Less than 24 hours, but more than 4 hours' $200/hour notice
M-F 5:00PM-8:00AM,
Saturday and Sunday,
Same Day After Hours Rate $225/hour
Less than 24 hours but more than 4 hours'
notice
Emergency Support M- F8:00-5:00, $225.00/hour
4-Hours' notice
Emergency Support After M-F 5:00PM-8:00AM, $250.00/hour Hours Saturday and Sunday,
4-Hours' notice
Santa Monica SCADA System Upgrade REP Page 9
‹hibit E: Vertech Proposal Q170213 l Win Montre
age 9 of:
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
Travel Time
Travel time will be charged at our standard rates round trip from our office to your location.
Expenses and Materials
All travel related expenses will be billed at cost plus 15%. All materials will be billed at cost plus 20%.
Travel costs are determined as detailed below:
Expense Type Cost Method Bill Amount
Mileage GSA Mileage Cost + 15%
Meals GSA Per diem rates and rules Cost + 15%
Airfare Actual cost with receipts Cost + 15%
Hotel Actual cost with receipts Cost + 15%
Car rental Actual cost with receipts Cost + 15%
Incidentals Actual cost with receipts Cost + 15%
Materials Actual cost with receipts Cost + 20%
Santa Monica SCADA System Upgrade RFP Page 10
Exhibit E: Vertech Proposal Q170213 R2 Win Yoalre
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
PROJECT MANAGEMENT PLAN
Vertech and our team members have been managing SCADA engineering projects for over 13 years. We follow the standards set by the CSIA when controlling large scale projects. We believe that SCADA and control systems are a critical asset for any District and must be planned, designed, implemented, and maintained accordingly. We employ a standard approach for all projects, and it has proven very effective.
Our proven approach is based on these core principles:
• Plan the project. All our programs or projects begin with a plan, which includes the scope, budget, schedule, and resource allocations to meet your goals.
• Set requirements to guide technical execution. A clear and comprehensive set of requirements to establish criteria for evaluating the project is developed. • Standardize for programming and operational consistency. Modern SCADA systems are large and complex. Successful deployment requires everything to be done right, including hardware design, communications network architecture and data protocols, programming logic, SCADA integration, automation, and ultimately operational optimization. We believe that establishing and enforcing standards for these elements is a vital part of effectively deploying new technologies. Vertech has built a comprehensive library of standards, and can successfully customize them to your specific operating environment.
• Plan the cutover. Cutover is that critical moment when the switch is made from the old system to the new, and it must be done right. Maintaining plant operations during and after cutover is critical.
Vertech has the people with the experience and expertise to make your cutover a success. • Use phased sequencing throughout production. Often when you develop and commission a control system, it impacts multiple facilities and processes. We recommend performing the necessary sequence of events (procurement, staging, programming, factory testing, installation, field testing and commissioning) in logical "phases" of manageable size reducing risk and impact on your operations.
We've provided a sample "Project Management Plan" internal document for your reference in Appendix A.
The Project Manager is responsible for maintaining this document and updating you on its details. This is also the document used to track deliverables, their due dates, and who is responsible.
The project manager will update you on a bi-weekly basis, or more frequently if issues arise. A preliminary schedule of work can be found in Appendix B. The project manager will update you on the schedule should any significant changes come to pass. This sample details the foreseeable meetings and workshops to be held, though that is subject to change.
Santa Monica SCADA System Upgrade RFP Page 11
Exhibit E: Vertech Proposal Q170213 R sta bole
age 11 of 2
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
PRICING
TABLE 1 Description Hours Rate Total
Task 1: SCADA MASTER PLAN
Site Evaluation 184 Note 1 $26,680
Network Study 98 Note 1 $14,880
Santa Monica SCADA Master Plan 512 Note 1 $71,640
SCADA Master
Project Management 104 Note 1 $15,080
Plan
Cost Breakdown Travel Note 1 $4,990
TOTAL $133,270
Note 1: Rates vary based on resource, see Task Hour Summary breakdown pg.7 TABLE 2 Description Hours Rate Total
Task 2: SCADA System Programming
SCADA Programmer 440 $145 $ 63,800
Site Meetings 31 $145 $ 4,450
Mileage 1180 $0.57 $ 673
Santa Monica
Professional and Task 3: SWIP SCADA Programming
On-Call Services SCADA Programmer 76 $145 $11,035
Cost Breakdown 6 $145 $ 870
Site Meetings
Mileage 236 $0.57 $ 135
Task 4: 3rd Party Oversight
SCADA Programmer $145 $ 5,800
Site Meetings $145 $ 1,755
Mileage 236 $0.57 $ 135
Task 5: On Call Support (5 years)
SCADA Programmer 1600 $145 $232,000
Site Meetings 30 $145 $ 4,410
Mileage 27,579 $0.57 $15,720
Project Management 246 $145 $ 35,720
Total $376,503
Santa Monica SCADA System Upgrade RFP Page 12
Exhibit E: Vertech Proposal Q170213 Ri
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
SCOPE CLARIFICATIONS
• This proposal is for programming services only. No control panels, PLCs, OIT, SCADA hardware, or instrumentation are part of this proposal. This equipment can be added if required after the site assessment and direction from the City.
• This proposal assumes that all required Wonderware InTouch licenses are available for the City's requirements. No software licenses are included.
• Vertech is not responsible for calibrating equipment or instrumentation provided by City or existing in the field.
• City of Santa Monica shall provide CAD files of control panel drawings, P&ID drawings and network architecture. If CAD drawings are provided, then Vertech will make modifications to the drawings to show any changes to the current system. If only PDF drawings are provided, then Vertech will redline the PDFs to show the current system. Control hardware designs and drawings are not included with this proposal.
• This bid is based upon Vertech having access to the sites during normal business hours • It is presumed that the existing electrical service/equipment can accept any/all of the added electrical equipment/demand, and that all existing equipment is in good working conditions to accept the alternations per the above scope of work.
• This bid assumes that the operations personnel will put the critical building systems into bypass/test mode as needed for this scope of work, and handles any systems that may need to be addressed during this time.
• This bid assumes that the staff facilities will be available during this time to assist access to the site, and during the commissioning process.
• All quotes are subject to price change due to unexpected scope increase, changes or additions • These prices are valid for 90 days
• Terms of payment: Net-30 Monthly Progressive Payments in accordance with our schedule of values based on actual work completed.
• Tax is included in this proposal
Santa Monica SCADA System Upgrade RFP Page 13
Exhibit E: Vertech Proposal Q170213 R2 siMonten
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
THE VERTECH ADVANTAGE
Prestigious Certifications and Talent
1 We've invested a lot into our certifications and into recruiting the best and brightest talent. This investment will be passed on to you, as our dedicated engineers will be able to help you overcome any technical challenge. We have current partnerships with Rockwell Automation, Siemens, Inductive Automation, Wonderware, and Canary Labs. Being platform agnostic also means that after the Site Evaluation, we will be motivated to recommend the best possible technical solution, not just the platform we represent.
lockwe Wonderesars
inductive utamatio CERTINIED
@ induntive Solution Partner
Recognized
SIEMENS System GRATOR
SUCH SCOT
CERTIFIED Integrator
INTEGRATOR
2 Local Project Experience
We are in Southern California. With over 200 water/wastewater projects completed, it's safe to say that Vertech has been a leader in the industry. Over the years, up to today, and into the future, Vertech will be working with the water districts in Southern California to maintain their water systems. These service contracts include all aspects of a Water/Wastewater system, including Site Assessment, Radio Telemetry, SCADA Hardware, control panel design and build, and PLC, OIT, and SCADA programming.
SITA TATE P
San Dieguito Water Distris ABI50195
3 Tested Methodology
In the 13 years since our founding, we've been following the standards set by the Control System Integrator Association and the City of Santa Monica project will be handled no differently. We've picked up a few tricks of the trade along the way and will apply this expertise to your project. Our CSIA standards and engineering practices help you to complete the project under budget and before deadlines, as demonstrated by our previous experience. From engineering study, to design, to execution, to cutover, we've got you covered!
csia
control system integrators association
Santa Monica SCADA System Upgrade RFP Page 14
Mala Monten
Exhibit E: Vertech Proposal Q170213 R2
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
APPENDIX A: PROJECT MANAGEMENT PLAN
Santa Monica SCADA System Upgrade RFP Page 15
ala Monito
Exhibit E: Vertech Proposal Q170213 R2
Project Management Plan
Vertech o Project Number
Version XX
Latest Rev Date
General Information
1.1 Overview
Client:
Project Name:
Project Number:
Date Awarded:
Account Manager:
Prepared By:
Authorized By:
1.2 Points of Contact
List of key individuals that will be involved during the project's execution phase.
Position Name Phone E-mail
Project Manager
Technical Lead
Client Project Manager
Client Technical Lead
Owner
2. Executive Summary
Where plan elements are clearly defined elsewhere (such as in proposal), simply reference that document (or section of it). If these elements are not addressed elsewhere, summarize below.
2.1 Business Need/Problem
© 2017 Vertech Industrial Systems, LLC Page 1
Exhibit E: Vertech Proposal Q170213 R2
Project Management Plan
Project Number
Vertech o
Version XX
Latest Rev Date
2.2 Statement of Work
2.3 Client Goals/Objectives
2.4 Vertech Goals/Objectives
2.5 Success Factors
2.6 Project Methodology
3. Scope of Work
© 2017 Vertech Industrial Systems, LLC Page 2
Exhibit E: Vertech Proposal Q170213 R2
Project Management Plan
Vertech o Project Number
Version XX
Latest Rev Date
4. Project Deliverables & Milestones
4.1 Vertech Deliverables
No. Vertech Deliverable Due Date Comments/ Clarification
1. 2.
3. 4.
5. 4.2 Client Deliverables
No. Client Deliverable Due Date Comments Clarification
1. 2.
3. 4.
5. © 2017 Vertech Industrial Systems, LLC Page 3
• Exhibit E: Vertech Proposal Q170213 R2
Project Management Plan
Project Number
Vertecho
Version XX
Latest Rev Date
5. Approvals
No. Approval Needed Approver Comments
1. 2.
3. 4.
5. 6. Supporting Project Documentation & Standards
Provide a detailed listing of all the supporting technical documentation applicable to this project.
This may include the Request for Proposal, Requirements Definition, Specifications, Design Drawings, Design Standards, Industry Standards, Regulatory Standards, etc.
No. Reference Comments
1. 2.
4. © 2017 Vertech Industrial Systems, LLC Page 4
Exhibit E: Vertech Proposal Q170213 R2
Project Management Plan
Vertecho. Project Number
Version XX
Latest Rev Date
7. Project Plan Documents Summary
Check the box for each document included as part of this Project Plan. For documents included, specify where current version of document is located (physically or on network). • VERTECH PROPOSAL
Vertech proposal for this project.
Located:
PROJECT ESTIMATE
Estimating worksheet detailing budgeted cost and revenue for labor, materials, expenses, and subcontracts developed for the project.
Located:
PROJECT SCHEDULE
If a more detailed schedule is required than is possible in Deltek Vision, include that here.
Located:
M VISION PROJECT PLAN
Establishes the Work Breakdown Structure with completion dates and assigns resources and projected costs broken down weekly for the duration of the project.
Located: Deltek Vision
• COMMERCIAL SUMMARY
Describes the billing terms and procedures for the project. This summary clarifies timing and amounts for billing throughout the project, billing requirements including format and backup documentation, and agreed to client payment terms.
Located:
SHIPPING REQUIREMENTS
Details the shipping destination(s) for the project, required or preferred carriers, shipping insurance requirements, and crating and labelling requirements.
Located:
© 2017 Vertech Industrial Systems, LLC Page 5
Exhibit E: Vertech Proposal Q170213 R2
Project Management Plan
Project Number
Vertech O Version XX
Latest Rev Date
PROJECT CASH FLOW ESTIMATE
Describes the estimated sources and uses of cash during the life of the project over a weekly or monthly timeframe.
Located:
RISK PLAN
Provides a description of all risks identified for the project and a plan to integrate risk management throughout the project.
Located:
QUALITY PLAN
Provides a Quality Plan that defines the person(s) responsible for project quality assurance, procedures used and resources required to conduct quality assurance.
Located:
SAFETY PLAN
Provides an assessment of safety issues and a description of any required safety training throughout the project.
Located:
• COMMUNICATIONS PLAN
Defines the information needs of project stakeholders and the project team by documenting what, when, and how the information will be distributed.
Located:
CHANGE MANAGEMENT PLAN
Provides the project team with a change management methodology for identifying and controlling changes to the various elements of the Project Plan.
Located:
© 2017 Vertech Industrial Systems, LLC Page 6
Exhibit E: Vertech Proposal Q170213 R2
Project Management Plan
Project Number
Vertech o Version XX
Latest Rev Date
8. Signatures
The signatures of the people below relay an understanding in the purpose and content of this document by those signing it. By signing this document you agree to this as the formal Project Plan. As a minimum, review and agreement upon the plan and all plan attachments must be obtained from the Project Manager, Project Team, Client. Projects over $50,000 must also have signoff from the responsible Branch Manager. If agreement/signoff is formally obtained through some other means than the signature below, then identify the suitable record that can be referenced
Name/Title Signature/Record Date
© 2017 Vertech Industrial Systems, LLC Page 7
Exhibit E: Vertech Proposal Q170213 R2
Project Management Plan
Project Number
Vertech o
Version XX
Latest Rev Date
Document History
Revision Revision Summary of Changes Approved
Number Date By
1. 2.
3. 5.
6. 7.
8. 9.
10 © 2017 Vertech Industrial Systems, LLC Page 8
Exhibit E: Vertech Proposal Q170213 R2
SCADA System Upgrade & Support BAFO
Vertech o
City of Santa Monica
APPENDIX B: PRELIMINARY PROJECT SCHEDULE
Santa Monica SCADA System Upgrade RFP Page 16
Exhibit E: Vertech Proposal Q170213 R2 in Montre
Task Name Duration Finish
Santa Monica Master Plan 90 days Mon 2/26/12Frl 6/29/18 IN Kickoff Meeting 1 day Mon 2/26/18Mon 2/26/18 . PM, Radio Specialist,Tech Lead, integrator EVALUATION PHASE 23 days Tue 2/27/18 Thu 3/29/18
System Evaluation 22 days Tue 2/27/18 Wed 3/28/18
Wastewater System Evaluatic 5 days Tue 2/27/18 Mon 3/5/18 N Tech Lead,Integrator Water System Evaluation 5 days Tue 3/6/18 Mon 3/12/18 Transmas, Tech Lead, Integrator Network Evaluation 5 days Tue 3/13/18 Mon 3/19/18 -o. Tech Lead, PM System & Network 5 days Tue 3/6/18 Mon 3/12/18 a Integrator,Network Engineer Evaluation Reports
Evaluation Reporr Submittals 2 days Tue 3/20/18 Wed 3/21/18 To, Admin Customer Review Period 5 days Thu 3/22/18 Wed 3/28/18 The City Evaluation Revlew Meeting 1 day Thu 3/29/18 Thu 3/29/18 Integrator, Tech Lead,PM SCADA MASTER PLAN PHASE 66 days Frl 3/30/18 Fri 6/29/18 Prepare for Master Plan Phase 5 days Fri 3/30/18 Thu 4/5/18 Integrator, Tech Lead Kickoff Meeting 1 day Fri 4/6/18 Fri 4/6/18 i Integrator,PM, Tech Lead SCADA Infrastructure and 16 days Mon 4/9/18 Mon 4/30/18 Network Enhancements
Por diresommendations 3 days Mon 4/9/18 Wed 4/11/18 Tech Lead Customer Workshop 1 day Thu 4/12/18 Thu 4/12/18 i. PM,Tech Lead Draft Section 3 days Fri 4/13/18 Tue 4/17/18 m, Tech Lead Infrastructure and Network 2 days Wed Thu 4/19/18 *... Admin Submittal 4/18/18
Customer Review Period 5 days Fri 4/20/18 Thu 4/26/18 The City Update per comments 2 days Fri 4/27/18 Mon 4/30/18
PLC Hardware/Software 19 days Tue 5/1/18 Fri 5/25/18
Prepare recommendations 4 days Tue 5/1/18 Fri 5/4/18 -Tech Lead for discussion
Customer Workshop 1 day Mon 5/7/18 Mon 5/7/18 Te. PM.Tech Lead,Integrator Draft Section 5 days Tue 5/8/18 Mon 5/14/18 54- sa. Tech Lead PLC Hardware/Software 2 days Tue 5/15/18 Wed 5/16/18 * Admin Submittol:
Customer Review Period 5 days Thu 5/17/18 Wed S/23/18 The City Update per comments 2 days Thu 5/24/18 Fri5/25/18 mr Tech Lead Project: Santa Monica Schedule Summay Inactive Milestone Duration-only Start-only External Milestone Manual Progress Date: Wed 1/31/18 Project Summary Inactive Summary / Marsal Summary Rollup Fen naus Finish-only Deadine Miestone insctive Task Manual Task ma Monual Summery * Extemol Tasks assists Progress
Exhibit E: Vertech Proposal Q170213 R2
Task Name Duration Finish
HM! Hardware/Software 18 days Tue 5/1/18 Thu 5/24/18
Prepare recommendations 3 days Tue 5/1/18 Thu 5/3/18 Tessa, Integrator for discussion
Customer Workshop 1 day Fri 5/4/18 Fri 5/4/18 Ta Integrator, PM,Tech Lead Draft Section 5 days Mon 5/7/18 Fri 5/11/18
integrator
HMI Hardware/Software 2 days Mon Tue 5/15/18 Tra Admin
Submittal 5/14/18
Customer Review Period 5 days Wed 5/16/18 Tue 5/22/18
The City
Update per comments 2 days Wed 5/23/18 Thu 5/24/18 iona Integrator PLC Programming Standards 17 days Thu 5/17/18 Fri 6/8/18 Prepare recommendations 2 days Thư 5/17/18 Fri 5/18/18 Te Tech Lead for discussion
Customer Workshop 1 day Mon 5/21/18 Mon 5/21/18 Es. PM,Tech Lead,Integrator Draft Section 5 days Tue 5/22/18 Mon 5/28/18 38 54- 2 Tech Lead PLC Programming Standards 2 days Tue 5/29/18 Wed 5/30/18 Jan Admin Submittal
Customer Review Period 5 days Thu 5/31/18 Wed 6/6/18 The City Update per comments 2 days Thu 6/7/18 Fri 6/8/18
HMI Programming Standards 18 days Thu 5/17/18 Mon 6/11/18 Prepare recommendations 3 days Thu 5/17/18 Mon 5/21/18 * Integrator for discussion
Customer Workshop 1 day Tue 5/22/18 Tue 5/22/18 * Integrator,PM,Tech Lead Draft Section 5 days Wed S/23/18Tue 5/29/18
Integrator
HMI Programming Standards 2 days Wed Thu 5/31/18 I Admin Submittel 5/30/18
Customer Revlew Period 5 days Fri 6/1/18 Thu 6/7/18 The City Update per comments 2 days Fri 6/8/18 Mon 6/11/18 mug, Integrator Master Pian Submittal 14 days Tue 6/32/18 Fri 6/29/18
Compile Master Plan 2 days Tue 6/12/18 Wed 6/13/18 Tea, Tech Lead Submittal
Master Pian Submittal 2 days Thu 6/14/18 Fri 6/15/18 ten Admin Customer Review Period 5 days Mon 6/18/18 Fri 6/22/18 The City Update per comments 3 days Mon 6/25/18 Wed 6/27/18
Resubmit Master Plan 1 day Thu 6/28/18 Thu 6/28/18
Project Close Out Meeting 1 day Fri 6/29/18 Fri 6/29/18 Project: Santa Monica Schedule Summary inactivo Milestone Duration-only Start-orly External Milestone Manual Progress Date: Wed 1/31/18 Project Summary inactive Summary 1 Manual Summary Rallp mane • Finich-ont Deadline Inactive Task Marual Terk 7 External Taste was Progress
Exhibit E: Vertech Proposal Q170213 R2