2.2 Consultant shall submit to City a monthly invoice for services rendered included in Exhibit "A." City shall pay Consultant within forty-five (45) days of receipt of the lnVOlCe.
2.3 No payment made hereunder by City to Consultant, other than the final payment, shall be constnued as an acceptance by City of any work or materials, nor as evidence of satisfactory performance by Consultant of its obligations under this Agreement.
TERM O'F ACPJiEMENT. Tis Agreement is effective as of February 14, 2023, and will remain in effect for a period oftwo (2) year from said date oruntil project completion, unless otherwise expressly extended and agreed to by both Parties in writing, or teated by either Party as provided herein.
CITY AGENT. The Assistant City Manager/Director of Public Works, for the purposes ofthisAgreement, is the agent forthe City. Whenever approval or authorization is required, Consultant understands that the Assistant City Manager /Director of Public Works has the authority to provide that approval or authorization.
CONFLICT OF INTEREST. Consultant represents that it presently has no interest and shall not acquire any interest, direct or indirect, in any real property located within City which may be affected by the services to be performed by Consultant under tis Agreement. Consultant furtherrepresents that inperformance ofthis Agreement, no person having such interest shall be employed by it. Within ten (10) days, Consultant agrees that it will immediately notify City of any other conflict of interest that may exist or develop diuing the term of this Agreement.
5.1 Consultant represents that no City employee or official has a material financial interest in Consultant's business. Duig the term of this Agreement and/or as a result of being awarded this Agreement, Consultant shall not offer, encourage or accept any financial interest in Consultant's business or in this Agreement by any City employee or official.
GENERAL TERMS AND CONDITIONS.
6.1 Termination for Convenience. City may temninate this Agreement at any time without cause by giving fifteen (15) days written notice to eonsultant 6f such termination and specifying the effective date thereof. In that event, all finished or unfinished documents and other materials shall, at the option of City, become its property. If this Agreement is terminated by City as provided herein, Consultant will be paid a total amount equal to its outstanding fees for services rendered as of the termination date. In no event shall the amount payable upon termination exceed the total maximum compensation provided for in this Agreement.
6.2 Termination for Cause.
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6.2.1 City may, by written notice to Consultant, terminate the whole or any part of tis Agreement in any of the following circumstances:
a.
b.
If Consultant fails to perform the services required by this Agreement within the time specified herein or any audiorized extension thereof; or
If Consultant fails to perform the services called for by this Agreement or so fails to make progress as to endanger perfomance ofthisAgreementinaccordancewithitsterms, andineitherofthese circumstances does not correct such failure within a period of ten (10) days (or such longer period as City may authorize in writing) after receipt of notice from City specif5ring such failure.
6.2.2 IntheeventCityterminatesthisAgreementinwholeorinpartasprovided above in Subsection 6.2.1, City may procure, upon such terms and in such manner as it may deem appropriate, services similar to those terminated.
6.2.3 IftbisAgreementisterminatedasprovidedaboveinSubsection6.2.1,City may require Consultant to provide all finished or unfinished documents, data, studies, drawings, maps, photographs, reports, films, charts, sketches, computation, surveys, models, or other similar documentation prepared by.
Upon such teation, Consultant shall be paid an amount equal to the value of the work performed. In ascertaining the value of the work performedup to the date of temiination, consideration shall be givento both completed work and work in progress, to complete and incomplete drawings, andto otherdocuments whetherdelivered to City orinpossession of Consultant, and to authorized reimbursement expenses.
6.2.4 If, after notice of termination of the Agreement under the provisions of Subsection6.2.l above,itisdetemnined,foranyreason,thatConsultantwas not in default, or that the default was excusable, then the rights and obligations of the Parties shall be the same as if the notice of termination had been issued pursuant to Subsection 6.1 above.
6.3 Nun zl,5igpaihility ('rinsultant shall not assign or transfer any interest in this Agreement without the express prior written consent of City. :'l
6.4 Non-Discriminahon.
6.4.1 Consultant shall not discate against any employee, subcontractor, or applicant for employment because of race, creed, gender, gender identity (including gender expression), color, religion, anceshy, sexual orientation, national origin, disability, age, marital status, family/parental stahis, or veteraimilitary status, in the performance of its services and duties pursuant to this Agreement and will comply with all applicable laws, 37- 175
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ordinances and codes of the Federal, State, and County and City governments. Consultant will take affirmative action to ensure that subcontractors and applicants are employed, and that employees are treated diuing employment without regard to their race, color, religion, ancestry, sex, national origin, disabled or age. Consultant will take affirmative action to ensure that all employment practices, including those of any subcontractors retained by Consultant to perform services under this Agreement, are free from such discation. Such employment practices include but are not limited to biig, upgrading, demotion, transfer, recruitment, recruitment advertising, layoff, termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship
6.4.2 The provisions of Subsection 6.4.1 above shall be included in all solicitations or advertisements placed by or on behalf of Consultant for personnel to perform any services under is Agreement. City shall have access to all documents, data and records of Consultant and its subcontractors for purposes of determining compliance with the equal employment opportunity and non-discahon provisions of this Section, and all applicable provisions of Executive Order No. 11246 which is incorporatedhereinbytbisreference.AcopyofExecutiveOrderNo. 11246 (relating to federal restrictions against discatory practices) is available for review and on file with the City Clerk's Office.
6.5 Insurance. Consultant shall submit to City certificates indicating compliance with the followinB minimum insurance requirements no less than one (l) day prior to beginning of performance under this Agreement:
6.5.1 Workers' Compensation Insurance as required by law. Consultant shall require all subcontractors similarly to provide such compensation insurance for their respective employees.
6.5.2 Comprehensive general and automotive liability insurance protecting Consultant in amounts not less than $1,000,000 for personal injury to any one person, $1,000,000 for injuries arising out of one occurrence, and $500,000 for property damages or a combined single limit of $1,000,000, with an aggregate of $2,000,000. Each such pblicy of insurance shall:
a. Be issued by a financially responsible insurance company or companies admitted or authorized to do business in the State of California or which is approved in writing by City. b. Name and list as additional insured City, its officers and employees. c. Specify its acts as pary insurance.
d. Contain a clause substantially in the following words: "It is hereby understood and agreed diat this policy shall not be canceled or materially changed except upon (30) days prior written notice gg 176
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e.
to City of such cancellation or material change."
Cover the operations of Consultant pursuant to the terms of this Agreement.
6.6 Tnr1pmnifirqtion. Consultant agrees to indemnify, defend and hold harmless City and/or any other City agency, including other employees, officers and representatives, for/from any and all claims or actions of any kind asserted against City and/or any other City agency arising out of Consultant's (including Consultant's employees, representatives, products and subcontractors) negligent performance under this Agreement, excepting only such claims or actions which may arise out of sole or active negligence of City and/or any other City agency, or any third parties not acting on behalf of, at the direction of, or under the control of Consultant.
6.7 Compliance With Applicable Law. Consultant and City shall comply with all applicable laws, ordinances and codes of the federal, state, county and city governments, without regard to conflict of law piciples.
6.8 Tnr1pppndpnt ('nntractor This Agreement is by and between City and Consultant and is not intended, nor shall it be constnued, to create the relationship of agency, servant, employee, partnership, joint venture or association, as between City and Consultant.
6.8.1. Consultant shall be an independent Consultant and shall have no power to incur any debt or obligation for or on behalf of City. Neither City nor any of its officers or employees shall have any control over the conduct of Consultant, or any of Consultant's employees, except as herein set forth, and Consultant expressly watants not to, at any time or in any manner represent that it, or any of its agents, servants or employees are in any manner employees of City, it being distinctlyunderstood that Consultant is and shall at all times remain to City a wholly independent contractor and Consultant's obligations to City are solely such as are prescribed by this Agreement.
6.8.2. Indemnificahon of CalPERS Determination. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any fees assessed and interest, which would otherwise be the responsibility of City.
6.8.3 Business License Required. According to Title 2.08.40 of the South Gate 177
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Municipal Code, a business license will be required prior to doing business within the City, even if the business is located outside of the City.
Verification of a valid South Gate business license will be required prior to start of work and any fees associated with the acquisition or maintenance of such business license shall be the sole responsibility of the Consultant.
6.9 Consultant's Personnel.
6.9.1 All services required under this Agreement will be performed by Consultant, or under Consultant's direct supervision, and all personnel shall possess the qualifications, permits and licenses required by State and local law to perform such services, including, without limitation, a City of South Gate business license as required by the South Gate Municipal Code.
6.9.2 Consultantshallbesolelyresponsibleforthesatisfactoryworkperformance ofall personnel engagedinperforming servicesrequired bythis Agreement, and compliance with all reasonable performance standards established by City.
6.9.3 Consultant shall be responsible for payment of all employees' and subcontractor's wages and benefits, and shall comply with all requirements pertaining to employer's liability, workers' compensation, unemployment insurance, and Social Security.
6.9.4 Consultant shall indemnify and hold hamnless the City and all other related entities, officers, employees, and representatives, from any liability, damages, claims, costs and expenses of any nature arising from alleged violations ofpersonnel practices, or of any acts or omissions by Consultant in connection with the work performed arising from this Agreement.
6.10 Copyright. No reports, maps or other documents produced in whole or in part under tbis Agreement shall be the subject of an application for copyright by or on behalf of Consultant.
6.11 Legal Construction.
6.11.1 ThisAgreementismadeandenteredintointheStateofCalifomia andshall in all respects be interpreted, enforced and governed under the laws of the State of California, without regard to conflict of law pfficiples.
6.11.2 This Agreement shall be constnued without regard to the identity of the persons who drafted its variousprovision4. Each and everyprovision ofthis Agreement shall be constnued as though each of the parties participated equally in the drafting of the same, and any rule of constuction that a documentis to beconstmed againstthe draftingparty shallnotbe applicable 4A' 178
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to this Agreement.
6.11.3 The article and section, captions and headings herein have been inserted for convenience only and shall not be considered or referred to in resolving questions of interpretation or constnuction.
6.11.4 Whenever in this Agreement the context may so require, the masculine gender shall be deemed to refer to and include the feminine and neuter, and the singular shall refer to and include the plural.
6.12 Counterparts. This Agreement may be executed m counterparts and as so executed shall constitute an agreement which shall be binding upon all Parties herein.
6.13 Final Payment Acceptance Constitutes Release. The acceptance by Consultant of die final payment made under this Agreement shall operate as and be a release of City from all claims and liabilities for compensation to Consultant for anything done, fiunished or relating to Consultant's work or services. Acceptance of payment shall be any negotiation of City's check or the failure to make a written extra compensation claim within ten (10) calendar days of the receipt of that check.
However, approval or payment by City shall not constitute, nor be deemed, a release of the responsibility and liability of Consultant, its employees, subcontractors and agents for the accuracy and competency of the information provided and/or work performed; nor shall such approval orpayment be deemedto be an assumption of such responsibility or liability by City for any defect or error in the work prepared by Consultant, its employees, subcontractors and agents.
6.14 Corrections. Inadditiontotheaboveindemnificationobligations,Consultantshall correct, at its expense, all errors in the work which may be disclosed during City's review of Consultant's report or plans. Should Consultant fail to make such correction in a reasonably timely manner, such correction shall be made by City, and the cost thereof shall be charged to Consultant.
6.15 Files. All files of Consultant pertaining to City shall be and remain the property of City. Consultant will control the physical location of such files duig the term of this Agreement and shall be entitled to retain copies of such files upon termination of this Agreement.
6.16 Waiver; Remedies Cumulative. Failure by a Pmty to insist upon the performance of any of the provisions of this Agreement by the other Party, irrespective of the length oftime for wbich such failure continues, shall not constitute awaiver of such Party's right to demand compliance by such other Party in the fiiture. No waiver by a Party of a default or breach of the other Party shall be effective or binding upon such a Party unless made in writing by such Party, and no such waiver shall be implied from any omissions by a Party to take any action with respect to such 4/ 179
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Page8ofl0
default or breach. No express written waiver of a specified default or breach shall affect any other default or breach, or cover any other period of time, other than any default or breach and/or period of time specified. All of the remedies permitted or available to a Party under this Agreement, or at law or in equity, shall be cumulative and alternative, and invocation of any such right or remedy shall not constitute a waiver or election ofremedies widi respect to any otherpermitted or available right of remedy.
6.17 Mitigation of Damages. In all such situations arising out of this Agreement, the Parties shall attempt to avoid andminirnize the damages resulting from the conduct of the other Parly.
6.18 Severability. If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way.
6.19 Attorney'sFees. ThePartiesheretoacknowledgeandagreethateachwillbearhis or its own costs, expenses and attorney's fees arising out of and/or connected with the negotiation, drafting and execution of the Agreement, and all matters arising out of or connected therewith except that, in the event any action is brought by any Party hereto to enforce this Agreement, the prevailing Party in such action shall be entitled to reasonable attorney's fees and costs in addition to all otherreliefto which that Party or those Parties may be entitled.
6.20 Entire Agreement and Ampnrlmentq This Agreement, including Exhibits "A" and "B" hereto, which are incorporated herein by this reference, constitutes the whole agreement between City and Consultant, and neither Party has made any representations to the other except as expressly contained herein. Neither Party, in executing or performing this Agreement, is relying upon any statement or information not contained in this Agreement. Any amendments, changes or modifications to this Agreement must be made in writing and appropriately executed by both City and Consultant.
6.21 Notices. Any notice required to be given hereunder shall be deemed to have been given by email transmission with confirmation of delivery, and depositing said notice in the United States mail, postage prepaid, and addressed as follows:
4!-z180
TO CITY:
City of South Gate
Arturo Cervantes
Assistant City Manager/Director of PW
Public Works Department
8650 Cglifornia Avenue
South Gate, CA 90280
E-mail: acervantes@,sogate.org
TelephoneNo.: (323) 563-9567
Agreement for Professional Services
FCG Consultants, Inc.
Page9ofl0
WITH COURTESY COPY TO:
City of South Gate
Yodit Glaze
City Clerk
City Clerk's Office
8650 Califoria Avenue
South Gate, CA 90280
E-mail: yglaze(a),sogate.org
Telephone No. (323) 563-9511
TO CONSULTANT OR CONTRACTOR:
FCG Consultants, Inc.
Maha Alfakhouri, P.E.
President/CEO
22885 Savi Ranch
Pkwy, Suite G,
Yorba Linda, California 92887
E-mBil: ab.fakhouri(,fcgconsultants.com
6.22 Warranty of Authomed Signatories. Each of the signatories hereto warrants and represents that he or she is competent and authoied to enter into this Agreement on behalf of the Party for whom he or she purports to sign.
6.23 Consultation With Attorney. Consultant warrants and represents that it has consulted with an attomey or knowingly and voluntarily decided to forgo such a consultation.
6.24 Interpretation Against Drafting Party. City and Consultant agree that they have cooperated in the review and drafting of this Agreement. Accordingly, in the event of any ambiguity, neither Party may claim that the interpretation oftbis Agreement shall be constnued against either Party solely because that Parly drafted all or a portion of this Agreement, or the clause at issue. [Remainder of page left blank intentionally.]
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IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed and attested by their respective officers thereunto duly authorized.
Maria del Pilar Avalos, Mayor
Dated: /'3/6f/Z 3
ATTEST:
B7:
Yodit City Clerk
()
APPROVED AS TO FORM:
F, Salinas, City Attorney
FCG CONSULTANTS. INC.
Maha Alfakhouri. President/CEO
n-t==i= 3/ / / ' Z-
1. 182
i'!ffll
Prepared for the
City of South Gate
PROPOSAL
lSOu7
to provide
Construction Management and Inspection
Services
On
The Boulevard Project, Phase II;
City Project 476-TRF
January 9, 2023
alW
CONS'ULTANTS
183
C O N !i U L T A ri' S TABLEOFCONTENT;
Construction Management and Inspection Senices on the Firestone Boulevard Regional Corridor Capacity Enhancements Project (The Boulevard Project), Phase II
City Project No. 476-TRF
Section I: Cover Letter 1
Section II: Qualifications & Experience
Firm Profile
Sub-Consultants
Statement of Qualification
Organizational Chart......
Current Worjkload & Availability
Team Resumes
Relevant Project Experience
2 2
3 4
4 5
8 Section Ill: Scope of Work and Project Approach
Technical Understanding
Specific /sSues& ProjectApproach
Scope of Work & Approach to Managing the Project
Resource Matrix
Proposed Project Schedule
Section IV: Fee Proposal .2f
Crty of Soutli Gate CM and Inspectron for
The (Tlie Boulevard Project), Phase Ig Crty Project No. 476-TRF ,fir184
C O N !I LI L T A lTh S
January 9, 2023
SECTIONI: COVERtETTER
City Clerk's Office
Attn: Kenneth Tang, P.E.
Senior City Engineer
City of South Gate
8650 California Avenue
South Gate, CA 91340
Subject: Construction Management and Inspection Services on the Firestone Boulevard Regional Corridor Capacity Enhancements Project (The Boulevard Project), Phase II; City Project No. 476-TRF Dear Mr. Tang:
FCG Consultants, Inc. (FCG) is pleased to commit our services to the City of South Gate (City) to provide construction management and inspection services forthe Boulevard Project, Phase II. FCG is a firm with extensive Greenbook and Caltrans experience committed to providing the highest level of service in the most cost-effective manner possible. We will provide the City with the most experienced and motivated team that will produce the highest quality work and will become part of the City team in every aspect.
FCG, is a firm with extensive roadway, electrical, and traffic signal improvement projects experience, committed to providing the highest level ofservice in the mostcost-effective manner possible. FCG will provide the City with the most experienced and motivated team that will produce the highestquality work and will become partofthe Cityteam in every aspect. FCG is committed to quality work, efficiency in staffing and budgeting, and successfully delivering this project. FCG has been selected based on availability and relevantexperience, full understanding of the scope of services, and knowledge of the needs of the stakeholders. The key staff proposed for this project have managed numerous projects like this and will apply this knowledge and experience to hit the ground running. These individuals proposed have the availability, the qualifications, and in manycasesthe cross-trainingforboth office andfield positionsto cost-effectively solve problems at any level.
Mr. A.B. Fakhouri, PE, QSD, is our proposed Construction Manager/Resident Engineer and will be assigned for the duration of the project. He is a former Resident Engineer of Caltrans District 7 with more than 27 years of Project Management, Design, and Construction experience on transportation infrastructure and public works projects. He gained his experience working for Caltrans, county departments of transportation, transportation authorities, and local cities. He is highly experienced ensuring conformance with the Caltrans Construction Manual, Caltrans Local Procedures Assistance Manual, and Greenbook standards.
We acknowledge there was no addendum issued for this RFP. FCG have never been the subject of any legal investigation by County, State, and/or Federal agencies. FCG will provide insurance certificates as per the RFP requirements. If you have any questions, or require additional information, please do not hesitate to contact me at the contact information listed above. I appreciate the opportunity to submit this proposal and look forward to working with the City of South Gate. Please contact me with any questions you may have.
Availability & Commitment
FCG understands the importance of this project to the City of South Gate. The City can be assured that FCG is dedicated to proposing professional team members that have the qualifications, experience, and skills necessary to successfully complete the scope of work on schedule and within budget. Having completed numerous roadway and traffic signal improvement projects in Los Angeles County, our public works experienced staff is available, ready to assist on this assignment, and able to handle several active projects concurrently should the need arise.
Sincerely,
S
Maha Fakhouri
President & CEO
Page l1 City of South Gate CM and Inspectron for
The (The Boulevard Project), Phase IF; City Project No. 476-TRF 185 C O N S U L T A FiaT S
SECTIONII: QUALIFiCATIONANDEXPERIENCE
FiRM PROFILE
FCG Consultants, Inc, (FCG) a woman-owned California Corporation and Certified Small Business (SBE) and Disadvantaged business Enterprise (DBE), is focused on providing client-driven solutions to assist clients in navigating through a very challenging economy.
FCG, founded in 2009, is headquartered in Yorba Linda, California with a staff of twenty- three fully dedicated personnel providing Construction Engineering, Construction Management, and Construction Inspection to clients throughout California. The firm specializes in Project and Construction Management and Inspection for various types of public works clients utilizing assorted standards such as Caltrans, Local Assistance Procedures Manual, FHWA, Greenbook, and AWWA. FCG staff are highly experienced with inspection of roadway improvements, drainage systems, utilities, ADA ramps, retaining walls, MSE walls, soil nail walls, Structural Steel/Bolting/Welding, pedestrian/bikeways, wet CIDH pile, stainless steel, electrical, landscape, SWPPP, and Safety.
FCG serves its clients from three (3) locations, Yorba Linda, Norwalk, and Lake Elsinore.
With twenty-three employees, we can cover a larger geographic market to better serve our clients. FCG's construction engineering and inspection team provides a full scope of services, from projectdevelopmentthrough projectcloseout, by providing cost-effective and functional solutions. The FCG Team carefully plans and tailors the scope for each assignment, specific to the client and project needs. We are fully dedicated to achieving every project and client goal and standard.
Financial Condition: FCG is financially sound and has no bankruptcy, pending litigation, planned office closures, or impending mergers. FCG is not prohibited from professional practice or working with any Federal, State, local or public agency.
We firmly believe that with each passing year and the completion of each job for our various clients, the satisfaction of our clients will begin to further reflect the condition of our company as well as our ability to provide our clients with the professionalism and superior customer service they deserve.
SUB-CONSUITANTS
MB Pmf*ssJonal Inc, - ORE
Contact: Michele Shams, President & CEO, (909) 732-4124, [email protected] Address: 1236 W. Brooks Street. Ontario, CA 91762
Firm Information
Firm Location:
Main Office: 22885 Savi Ranch
Pkwy, Suite G, Yorba Linda,
California 92887
Norwalk: 12440 Firestone Blvd.
#208, Norwalk, CA 90650
Lake Elsinore: 31900 Mission Trail
Suite 110, Lake Elsinore, CA 92530
Form of Orqanization:
California S Corporation
Number of Employees:
20 Full-time employees
3 Part-time employees
Registration
DIR # 1000018164
DBE # 46140
Federal 1D#27-3911217
Fiim Officers:
MB Pro is a woman-owned California corporation and certified SBE/DBE focused on providing Union construction and geotechnical inspections and material testing. MB Pro's construction monitoring and testingservices include: On-Site Inspections, Material Sampling &Testing, Non-Destructive Examination, Mix Design Review, and Project Management. Our Geotechnical Engineering services include:
Field Explorations, Ground Motion Response Spectra, Ground Improvement Design, Geologic & Seismic Hazard Evaluation, and On- site and Laboratorytesting.
General Technolog!es and Solutioris (GTS)
Contact: Rawad Hani, PE, TE, Principal, (213) 267-2332, [email protected] Address: 830 Traction Avenue, #3a, Los Angeles, CA 90C)13 GTS brings together its understanding of smart technology solutions (what's on the horizon) with community needs and goals (what's in demand). At GTS results matter as much as the way ofgetting there. GTS supports its clients throughout the whole project lifecycle, including communicating mobility initiatives, technology goals, and strategies to stakeholders at all levels.
Wagner Engineering & Survey, Inc.
Contact: Paul Wagner, PE, Sr. Vice President, (818) 892-6565, [email protected] Address: U134 Devonshire Street, Suite 200, Northridge, CA 91325 Wagner Engineering and Survey, Inc. (WES), a WBE/DBE/SBE/CBE Los Angeles firm is a dedicated to providing quality survey, mapping, land planning and civil engineering services in a cost effective and ambitious manner.
Pagel2
rhe (Tlie soulevard Project), Phase II; Crty Project No. 476-TRF 47 City ofSouth Gate CM and Inspection for
186
C O N S U L T A Ilt'Th S
STATEMENT OF QuAL1FjCATlONS
SECTIONII: QUALIFICATIONANDEXPERtENCE
FCG has a strong working relationship and rich history with our subconsultant team. Our previous experience, mutual tnist, and ability to mobilize quickly and keep the project momentum moving forward allows us to present City of South Gate with a quality team that can work together to deliver a project successfully and on-time. The FCG Team members have extensive experience with construction management services for City of Lake Elsinore, City of Whittier, City of Downey, City of Norwalk, City of Irwindale, City of Pico Rivera, Caltrans, and a myriad ofotherclients and agencies. Each of us is familiarwith construction management and inspection contracts and understands the importance of assembling a solid team. For this effort, we have three (3) highly qualified key staff, and additional as- needed staff, working together as a team to ensure City of Hemet is getting the highest quality candidates and service to successfully complete the projecron-time. In this proposal, FCG will discuss several successfully delivered projects that are like this project in terms of plans, specifications, and FHWA requirements.
Our staff are our greatest strength and therefore our greatest asset. Our success is based on our hiring the best people in the industry to produce the highest quality results at the most reasonable price. This practice continues throughout our internal comprehensive training program that can get inspectors up to speed on any work assignment and in any work environment, concluding with our quality maintenance process. Our staff and subconsultant have a depth of knowledge and experience that sets us apart from our competitors as have proven in the past and will continue to do so in the days to come. Our personnel are highly qualified and experienced in their respective disciplines. Each of their qualifications illustrate multiple projects, past and present, they have worked on. We are proposing a sum of experienced candidates with the appropriate experience, as per the city's requirements and the RFQ, who are ready and available to be deployed. This pursuit is a team effort and FCG is committed to ensuring City ofSouth Gate receives the highest quality service from the appropriate candidates regardless of if they are prime or subconsultant.
Our relevant project experience is a demonstration of the different projects we have worked on from bridge widening to Caltrans right- of-way, utility relocation, traffic signals, building and widening ramps, building retaining walls, traffic control, night work, and 55-hour closures. We have completed this work enforcing different specifications, including Caltrans Standard Plans and Specifications, Greenbook Standard Plans and Specifications, SWPPP, Safety, Cal-OSHA, Caltrans Safety Requirements, and Caltrans Structures Safety Requirements. Each of us have worked around environmentally sensitive areas, near bodies ofwater, challenging interchanges surrounded by businesses and residences as well as congested interchanges, freeways, and live traffic. We have done work in Orange County Riverside, and Los Angelescounties, as well as other parts ofthe state. As a result, we understand the special needs of these types of projects and can bring that knowledge and understanding to this project.
Differentiator: FCG staff has the ability to efficiently staff projects with the most committed, experienced, and knowledgeable staff with relevant experience to each project. The FCG Team can provide large business service with a team of multi-discipline professionals; however, what differentiates our firm from others is having the ability to provide a small business, client-focused, and customer-service approach to deliver each client the one-on-one attention needed to specifically tailor cost-effective solutions and solve project needs.
Pagel3 City of South Gcrte CfVl and Inspectron for
The (The Boulevmd Pr-ojert), Phase II,' City Project No. 476-TrlF 187
ORGANIZATIONAL CHART
SECTIONII: QUALgFICATlONANDEXPERlENCE
FCG has assembled an in-house team of experienced construction management and inspection professionals that will successfully deliver this project on time and within budget. The organizational chart below shows our project team as follows:
o, 50117,
tgiam
CONSUITANTS
Kenneth Tang, PE
Project Manager
AB Fakhouri, PE
FCG
Prtme: FCG Consultants, Inc. (FCG)
Rubs: MB Professional (MB Pro)
General Tet,hnologies and
Solutions (GTS)
Wagner Engineering &
Survey, Inc.(WES)
Lourdes Cagner
FCG
David Alcala
FCG
8 !l
IIf1,
i
;ft
I3
Various Staff
WES
Various Staff
GTS
Various Staff
MB Pro
a """='- - =l g a! a-" ':"tl'-'-a"J-Q-M+'-aa .f - = '4 a = a" !' - - a a "' " " '- a ' a ' - '-- - '- - -'- ' - l - - - -=- 4! 4m"4 :%a';'ill'*VJa'3:' - =-%( ' - a ttm T6r".tl;ji,i:pC6iyDlWillb*avaifffl!J€,'!6a€he:e,8tgritpr,op6sbdi'$t:!t'igtiuration:bfuiK@'ff4Q?dQY'$e; ,,)r"iq>"ieA,::?,oi:i"q""r41M"o-oi':6a=,y%'%ri=,r3r';oyp,a 9r rep3acea =ho=tSg-priora=iiAin.qpii4.;%,2<Fpji'ai,!vl.s,H@,au,zle.at=.
CurrentWork1oad & Availabntty
FCG has assembled a highly experienced team in public works construction knowledgeable in Caltrans and Greenbook requirements. The table below shows the current workload and availability of proposed team members.
Client Tetitimomalsi
'l had the pleasure of working with Mr. Fakhouri and FCG this year on the Telegraph Road Traffic Safety Enhancements Project. His willingness and ability to work with Caltrans and his adaption to changes as needed were vital to a very successful project. He is an individual who is willing to go the extra mile."
Desi Gutierrez, PE, City of Downey
"Mr. Fakhouri and the FCG Team has been a key partner in delivering successful construction projects for the City of Moorpark. Their understanding and expertise in construction management is key to projects starting and finishing on time and within budget. Mr.
Fakhouri works well with contractors, consultants', and city staff to build a strong team rappof for all disciplines and trades working on the project."
Daniel Kim, PE, City of Moorpark
Pagel4 City ofSouth Gate CM and Inspectror'i for
The (The Boulewrrd Project). Phase 11; Crty Project No. 476-TRF e 188
C N U T
TEAM RESuNlES
SECTIONil: OlUAL#FICATIONANMXrlniCNCE
A,B, FAKHOIJRI, PE, QSD /QSP
Coristruct!on Msinag*r
Mr. Fakhouri is a Registered Professional Engineer licensed in the State of California, and a former Resident Engineer of Caltrans District 7, Los Angeles, CA. He has worked on various interchange projects of similar nature that included bridge demolition and widening, interchange widening, relocation of utilities, electrical, 55-hour closures, and more. As a Project Manager, duties included, but were not limited to, interfacing with clients, managing and training personnel, managing subconsultants, performing construction management, and construction inspection. As a Resident Engineer, duties included identifying problems and recommending solutions, ensuring compliance with safety requirements and contract provisions, preparing calculations, reports, and correspondence, reviewing submittals and RFI's, change orders, conducting meetings, coordination, overseeing inspection, ensuring compliance to safety, SWPPP, and labor laws.
Education and Licensing
RELEV ANT EXPERIENCE
Princeton Avenue Improvements Project, Moorpark, CA
Construction Manager: This Federally Funded project consisted of widening and rehabilitation of Princeton Avenue in the City of Moorpark. Duties: Included construction management and inspection of various work items; overseeing field interviews and conducting field reviews of certified payroll; office engineering; conducting meetings; reviewing submittals and Requests for Information (RFIs), Construction Change Orders (CCOs), daily diaries and quantities, and daily photos; coordinating materials testing and lane closures; reviewing contractor as-builts.
Duration: 08/2022 - 04/2024. Cost: $14 Million.
Spring Street Gap Closure Project, Signal Hill, CA
Construction Manager: This Federally Funded projectconsisted ofenhancing safety along Spring Streetfrom Atlantic Blvd. to Junipero Ave. Duties: Included construction management and inspection of various work items; overseeing field interviews and conducting field reviews of certified payroll; office engineering; conducting meetings; reviewing submittals and Requests for Information (RFIs), Construction Change Orders (CCOs), daily diaries and quantities, and daily photos; coordinating materials testing and lane closures; reviewing contractor as-builts. Duration: 02/2022 - 08/2022. Cost: $3 Million.
Telegraph Road Traffic Safety Enhancements Project - City of Downey, CA Construction Manager: This Federally Funded project consisted of various improvements on Telegraph Road. Duties: Included construction management and inspection of various work items; overseeing field interviews and conducting field reviews of certified payroll; office engineering; conducting meetings; reviewing submittals and Requests for Information (RFIs), Construction Change Orders (CCOs), daily diaries and quantities, and daily photos; coordinating materials testing and lane closures; reviewing contractor as-builts.
Duration: 05/2021 - 02/2022. Cost: $7 Million.
Whittier Greenway Trail Extension Gap Closure Project, City of Whittier, CA Construction Manager: Project consisted of developing a 2.7-mile-long easement into a 15 ft wide walking trail along Union Pacific Railroad owned property in the City of Whittier, CA. This project also includes the Lambert Road Traffic Signal Synchronization Project.
Duties: Included construction management and inspection of various work items; overseeing field interviews and conducting field reviews of certified payroll; office engineering; conducting meetings; reviewing submittals and Requests for Information (RFIs), Construction Change Orders (CCOs), daily diaries and quantities, and daily photos; coordinating materials testing and lane closures; reviewing contractor as-builts. Duration: 01/2021 - Ongoing. Cost: $8.5 Million Stewart & Gray Road and Imperial Highway Traffic Signal Upgrades and Enhancements Projects - City of Downey, CA Construction Manager: These Federally Funded projects consisted ofvarious improvements on Stewart& Gray and Imperial. Duties:
Included construction management and inspection of various work items; overseeing field interviews and conducting field reviews of certified payroll; office engineering; conducting meetings; reviewing submittals and Requests for Information (RFIs), Construction Change Orders (CCOs), daily diaries and quantities, and daily photos; coordinating materials testing and lane closures; reviewing contractor as-builts. Duration: 08/2020-1 1/2021. Cost: $4 Million.
Pagel5 City of South Grite CM cind Inspectiori for
rhe (rhe souievarri project), phase ri; city project /VO. p;'r>-rru- 3;7189 DAVlDP.ALCALA
Conitrudion Inaptctor
SECTIONII: QUALtFlCATIONANDEXPERIENCE
Mr. Alcala has over31 years oftransportation and traffic engineering design and inspection experience, including construction of traffic signals, and ITS communication/fiber systems projects. He has worked for cities throughout Los Angeles, Orange, San Bernardino and Riverside Counties and other agencies in southern California. In addition, he has significant experience with Caltrans Districts 7, 8 & 12 and very familiar with the State of California Standards, Specifications and the latest version of the CA-MUTCD. Duties include construction inspection, obtaining work permits, and interviewing. He is also proficient in MS Office, CAD, AutoCAD, and Microstation.
RELEVANT EXPERIENCE
Paramount Blvd Fiber Optic/Communication Project; City of Downey, CA Construction Inspection: Project consisted of modification of existing traffic signals and the installation of fiber optic conduit, vaults, manholes, pull boxes and cable for the City of Downey Public Works Department. This project will modify, upgrade, and connect several existing traffic signals along Paramount Blvd and tie into the existing fiber optic system.
Responsible for the preparation ofdaily logs and the inspection of installed elements of the project, including the proper staging of traffic control, work site safety and verification of manpower used on the project. Cost: $2 Million.
Education and Licensing
Education
Westech College, ACCSCT-
1994.
Licensing
Traffic Signal Operation
Specialist= TSOS.
Traffic Signal Inspection - TSI.
Certified Public Infrastructure
Inspector- CPII.
Beliflower Blvd and Stewart & Gray Fiber Optic/Communication Project; City of Downey, CA Construction Inspection: Projects consisted of installation offiber optic conduit, vaults, manholes, pull boxes and cable for the City of Downey Public Works Department. This projectwill connectthe City of Downey Maintenance Yard and the Water Facilities Yard into the city's existing fiber optic communications system. It will include the installation ofconduit, cables and pull boxes as well as the integration with an existing vault in Bellflower Blvd. Responsible for the preparation of daily logs and the inspection of installed elements of the project including the proper staging of traffic control, work site safety and verification of manpower used on the project. Cost: $2 Miliion.
Downtown Riverside Fiber Optic Project for Various Facilities; County of Riverside, CA Construction Inspector: Projectconsisted ofinstallation ofthe F/O conduit, vaults, manholes, pull boxes and cable for Riverside County Information Technology. This project connected several county buildings including the DA's office, courthouse, and jail. Responsible for the preparation ofdaily logs and the inspection of installed elements ofthe project including the proper staging oftraffic control, work site safety and verification of manpower used on the project. Cost: $2 Million.
Metrolink Crossings at Ban Fernando Road/Broadway-Brazil Street and Chevy Chase Drive; City of Glendale, CA Construction Inspector: Project consisted of traffic signal/interconnect system and street improvement project. In addition to the signal construction, the project consisted of the installation of AC pavement, curb and gutter, catch basins, and drop inlets as well as the construction of an 18" storm drain along San Fernando Road. Broadway-Brazil Street was widened at the Metrolink grade crossing with AC on the approaches and transitioned to PCC adjacent the railroad track. On San Fernando Road, a new southbound 14' wide right- turn pocket was installed. Cost: $7.5 Million.
Sonora Avenue/Air Way and Grandview Avenue/Air Way; City of Glendale, CA Construction Inspection: Project consisted of construction of traffic signal upgrades and street improvements at the intersections of Sonora Avenue/AirWay and Grandview Avenue/Air Way. The scope ofwork included the inspection of new curb and gutter, sidewalks, driveways, and AC pavement installation due to road widening. Cost: $4.5 Million.
Traffic Signal and Fiber Optic Communications Project, City of Burbank, CA Construction Inspection: Project consisted of construction of the traffic signals and the installation of fiber optic conduit, vaults, manholes, pull boxes and cable for the City of Burbank along Hollywood Way, Thornton Avenue, Verdugo Avenue, and Pass Avenue from SR 134 to Oak Street. A median island 'pork chop' was installed in existing gore point pavement area at the convergence of a third street. Grades were adjusted to allow for water sheeting into the new gutters into existing drop inlets to alleviate periodic flooding. I was tasked with troubleshooting minor discrepancies between the plans and actual field conditions, scheduled walkthroughs and keptthe city PM informed ofworktimetables and progress.l coordinated with the onsite inspectorto ensure thatall work was conducted in accordance with city standards. Cost: $1.5 Million.
Pagel6 Crty of South Gate CM and Inspectron for
The (The Boulevard Pmject), Phase II; City Project No. 476-TRF 62-190
LOuRDESCAGNER
Offib Engineer/taborComplian
SECTIONII: QUALtFiCATIONANDE)u"ERIENCE
Mrs. Cagner has over 30 years of administrative experience in diverse environments and five years of experience as an assistantoffice engineerworking with public works projects.
As an Assistant Office Engineer and Office Manager duties included, but were not limited to, preparing certified payroll for prevailing wage employees, reviewing contractor's certified payroil, maintaining accurate and complete project records and files; assisting the Project Manager with change orders, submittals, and RFIs; assisting in preparing quantity calculations and costestimates, coordinating with various agencies and subs, coordinating with Program/Project Managers to ensure standard procedures were tailored to client needs, supporting project staff with routine assignments as well as supervising and instructing less experienced administrative staff, preparing payroll for all employees.
All while handling the HR duties, accounting, and invoicing.
Education and Licensing
Education
BUSINESS ADMINISTRATION
Rio Hondo College, CA
RELEV ANT EXPERIENCE
OCTA 1-405 Improvement Project, OCTA / Caltrans District 12, Orange County, CA Office Engineer/LaborCompliance: This projectconsistsofimproving 16 milesofthe San Diego Freeway(1-405) between State Route 73(SR-73)andlnterstate605(l-605). 1talsoincludestheconstructionofthenew405ExpressLanesfromSR-73tol-605.Mrs.Cagner's duties include, but are not limited to, labor compliance, maintaining and fiting project documents, assisting the RE/PM with maintaining RFI and submittal logs, assisting in the preparing progress reports, and collecting inspector reports and quantities. Mrs. Cagner is consistently utilizing computer programs such as Microsoft Office and Dropbox on this project as well. Cost: $2 Million.
SR-91 Westbound Corridor Operations Project - RCTC/Caltrans District 8, Ban Bernardino & Riverside County, CA Office Engineer/Labor Compliance: This project added a new lane to westbound 91 for approximately two miles between the Green River Road on-ramp and the southbound Route 241 connector, next to the outer shoulder. The new street was designed to help relieve westbound traffic congestion through this heavily traveled corridor, particularly for morning traffic. Duties included, but were not limited to, labor compliance, maintaining and filing project documents, assisting the RE/PM with maintaining RFI and submittal logs, assisting in the preparing progress reports, and collecting inspector reports and quantities. Mrs. Cagner consistently utilized computer programs such as Microsoft Office and Dropbox while on this project. Cost: $22 Million.
SR-60 Truck Lanes and Widening Project - RCTC/Caltrans District 8, Ban Bernardino & Riverside County, CA Office Engineer/Labor Compliance: This project widened a 4.5-mile section of Route 60 from Gilman Springs Road to 1.4 miles west ofJackRabbitTrailinRiversideCounty'sbadlandsbetweenMorenoValleyandBeaumont. Theprojectwaswithinmountainousterrain with a curving alignment and steep grades. The project was designed to improve the safety and efficiency of travel between the Coachella Valley and western Riverside County. Duties included, but were not limited to, labor compliance, maintaining and filing project documents, assisting the RE/PM with maintaining RFI and submittal logs, assisting in the preparing progress reports, and collecting inspector reports and quantities. Mrs. Cagner consistently utilized computer programs such as Microsoft Office and Dropbox while on this project. Cost: $40 Million.
HamnerAvenueBridgeandWidenjngProject-RCTC/CityofNorco, CA Office Engineer/Labor Compliance: This project replaced an 81-year-old, two-lane Hamner Avenue bridge with a state-of-the-art structural, seismic, and hydraulic-designed bridge. The new 1,200-foot-long bridge included six 12-foot-wide vehicle lanes, 3in each direction,a4-footwidemedianandshoulders,andal2-foot-widemulti-purposetrailonthebridge'seastside. Dutiesincluded,butwere not limited to, labor compliance, maintaining and filing project documents, assisting the RE/PM with maintaining RFI and submittal logs, assisting in the preparing progress reports, and collecting inspector reports and quantities. Mrs. Cagner consistently utilized computer programs such as Microsoft Office and Dropbox while on this project. Cost: $47 Million. 1-15/Limonite Interchange Reconstruction Project, RCTC/Caltrans District 8, Ban Bernardino & Riverside County, CA Office Engineer/Labor Compliance: This project included removing and replacing the freeway interchange at Interstate 15. Limonite Avenue is an existing six-lane access-controlled freeway with three mixed-flow lanes in each direction. Duties included, but were not limited to, labor compliance, maintaining and filing project documents, assisting the RE/PM with maintaining RFI and submittal logs, assisting in the preparing progress reports, and collecting inspector reports and quantities. Mrs. Cagner consistently utilized computer programs such as Microsoft Office and Dropbox while on this project. Cost: $40 Millio Pagel7 City of So+rth Gate CM and Inspectron for
rhe (The eoulevard project), phase rr; city project N0. 476-T?F A'3191 C O N S U L T A II"aT S
SECTIONli: -4LIFICATIONANDEXPERlENCE
RELEVMI i t'kCdb(,i € apks<tm;t
FCG offers the City a team ofqualified professionals experienced in all aspects of public works construction. Projects that showcase our construction management and inspection experience and knowledge of various standards are highlighted below:
Client
799 Moorpark Avenue
CA 93021
Contact Daniel Kim -
(808) 517-6255
Project Description
This Federally Funded Project consisted of enhancing safety along Spring Street from Atlantic Boulevard to Junipero Avenue. This project provides Class 2 bike lanes, countdown ped heads, ADA curb ramps, and sidewalk lights along the corridorto enhance safety for pedestrians and bicyclists. A total of seven signalized intersections and two miles of are affected this a
Dates 05/2022 -
Staff A.B. Fakhouri,
$9 MillionCost
Public Works Director
Client Hill
2175 Cherry Avenue
a nal Hill, CA 90755
Contact Thomas Bekel PE - Public Works Director
(562) 989-7355
ill.
Project Description
This Federally Funded Project consisted of enhancing safety along Spring Street from Atlantic Boulevard to Junipero Avenue. This project provides Class 2 bike lanes, countdown ped heads, ADA curb ramps, and sidewalk lights along the corridorto enhance safety for pedestrians and bicyclists. A total of seven signalized intersections and two miles of are affected this a
Dates
Staff
02/2022 - 08/2022 Cost $3 Million
A.B. Fakhouri, Project Manager/Resident Engineer; Mark Korando, Inspector; Jasmine Fakhouri, Office Engineer.
Contact Edwin Norris, PE - Proa
(562) 904-7110
Client of
11111 Brookshire Avenue
, CA 90241
Project Description
This Federally Funded Project consisted of construction of raised median islands with landscaping and irrigation, reconstruction of the existing asphalt pavement, traffic signal modifications and a and a a
Dates 05/2021 - 01/2022
Staff A.B. Fakhouri, a
Cost
, T Alfakhouri, I
$7 Million
, Jasmine Fakhouri, Office
Contact Isaac-Bravo; Civil
(562)567-9518
Client a ofWhittier
13230 Penn Street
Whittier, CA 90602
Project Description
This Federally Funded Project consists of a 2.7mile long easement into a 15-foot-wide walking trail along Union Pacific Railroad. Work includes the construction of bicycle and pedestrian path, installation of fencing along the corridor, pedestrian crossings and walking paths, wayfinding signage, and storm drain modifications. The Lambert Road Traffic Signal Synchronization will include coordination oftraffic a a a and detection, u traffic a and rade a nal a Dates 02/2021 - 02/2022 Cost $9 Million
Staff A.B.Fakhouri, a ,DonLewis,Constructionlnspector,andSamarAlfakhouri,OfficeEngineer.
Assistant
Pagel8 Crty ofSouth Gate CM and Inspectiori for
rhe (rhe eouievmri project), phase ri; city pr'o;ect tvo. 476-TRF g4192 amai SECTIONII: DUAL/FICATIONANDE)PERjENCE
Civil EnClient ofNorwalk Contact Velasco-
12700NorwalkBlvd. (562)929-5723
Norwalk, CA 90650
Project Description
These Federally Funded Projects will enhance safety along Rosecrans Avenue from Studebaker Road to Carmenita Road. Also, enhance safety along San Antonio Drive- Norwalk Boulevard between Rosecrans Avenue and Civic Center Drive, and on Civic Center Drive between Norwalk Boulevard and Bloomfield Avenue Specifically, both projects provide traffic a a the corridor to modernize the intersections and to a and traffic flow.
Dates 03/2021- a Cost $4Million
Staff A.B. Fakhouri, a Moussa, I
Client of
11111 Brokshire Avenue
, CA 90241
Contact Desi
Project Description
These Federally Funded Projects consists of construction of a fiber optic traffic signal communication system on Stewart & Gray Road, and various improvements at five of the City's major intersections: Paramount Boulevard and Beverly Boulevard; Paramount Boulevard and Rex Road; Rosemead Boulevard and Glalatin Road; Washington Boulevard and Crossway Drive; Whittier Boulevard and Lindsey Avenue.
Dates
Staff
07/2015-05/2016
A.B. Fakhouri, a
Cost $3 Million
Foster, Construction I
Civil
Contact Daniel Co, PE - Assistant
(626) 430-2296
Client a oflrwindale
16102 Arrow Highway
Irwindale, CA 9'l706
Project Description
This Federally Funded Project consisted of reconstruction of the 1-605 northbound off-ramp at Live Oak Avenue and installation of a traffic signal atthe intersection. In addition, the direct ramp to eastbound Live Oak Avenue was widened to provide dual right lanes at Live Oak Avenue.
Dates
Staff
Cost $2 Million
, T Alfakhouri, Construction I
07/2015-05/2016
A.B. Fakhouri, a
neer
Client of Burbank
150 North Third Street
Burbank CA 91502
Contact Omar moheize - Civil neer
(818) 238-3915
kca.
Project Description
This Federally Funded Project consists ofO.79-mile bike and pedestrian path that is being constructed adjacent to the Burbank Western Channel. Work includes activities required to ensure that construction is performed in accordance with permit requirements, Federal and State regulations, and the approved plans and specifications.
Dates 03/2021- a Cost
Staff A.B. Fakhouri, a Moussa, I
$2 Million
, Jasmine Fakhouri, Office
Pagel9 City ofSouth Gate CM and Inspectron for
rhe (rhe sourevara project), phase ir; aty project NO. 476-rnF 35'193
C O N S U L T A IQ'T S
SECTIONII: -ALIFICATIONANDEXPERIENCE
Contact Hillman, PE - Associate
(562) 929-5727
Client of Norwalk
12700 Norwalk Blvd.
Norwalk, CA 90650
Project Description
This Federally Funded Project consisted of the demolition and replacement of side panels, HMA, slurry seal, sidewalk, curb and gutter, electrical, fiber optic, traffic control, water/irrigation line, striping, SWPPP, and safety.
Dates 07/2015-05/2016 Cost $"l.5Million
Staff A.B. Fakhouri. i Moussa. Construction I
Contact Daniel Kim - Senior
(808) 517-6255
Client a of
799 Moorpark Avenue
CA 93021 ca.
Project Description
This Federally Funded Proiect consisted of asphalt overlay of Spring Road, Princeton Avenue, Poindexter Avenue, and Gabbert Road; grind and overlay asphalt paving; curb ramps; materials testing; surveying; and electrical.
Dates 11/2017-02/2018 Cost $500K
Staff A.B. Fakhouri, a r; T Alfakhouri, Construction
Client City of Norwalk Contact Mazen Dabboussi, PE - Local Assistance Are ' - Caltrans District 7
(323) 497-"1315
Mazen.a.
12700 Norwalk Blvd.
Norwalk, CA 90650
Project Description
This Federally Funded Projectconsisted ofconstruction ofa median strip, streetlighting, bike lanes, and a bus shelter on Beverly Boulevard between Norwalk and Pioneer boulevards.
Dates 07/2015-05/2C116 Cost $1.5Million
Staff A.B.Fakhouri, a Man , Moussa,Constructionl
Client City of Norwalk Contact Mazen Dabboussi, PE - Local Assistance Are aneer- Caltrans District 7
(323) 497-1315
Mazen.a.
12700 Norwalk Blvd.
Norwalk, CA 90650
Project Description
Project consisted of widening four lanes between Shoemaker and Pioneer, including grind and pave RHMA, slurry seal, sidewalk, driveways, ADA ramps, median, traffic signals, street lighting, striping and landscape.
Dates 07/2015 - 05/2016
Staff A.B. Fakhouri, Proa
Cost $1.5 Million
Moussa, Construction I
P a g e l 10 City of South Gcite CM and Irispectror'i for The (l-he Boulevard Project), phase II; City Pr oject No. 476-TV- 9 194 TECHNICAL uNDERSTANDlNG
bbUlluNlit, SCOPt Of- WORKANDPROJECTAPPROACH
The City of South Gate is requesting proposals for Construction Management, Contract Administration, Labor Compliance, Inspection and Materials Testing to implement roadway, drainage, safety, and pedestrian improvements along Firestone Blvd. The projects' pedestrian improvements consist of sidewalks, access ramps and driveways. The project will make improvements on Firestone Boulevard, from Alameda Street to Annetta Avenue. Improvements will include 2 bus turn outs, pedestrian lighting, 5 bus shelters, pavement rehabilitation, traffic signal modifications at Calden Avenue and California Avenue, street light modifications and ADA improvements.
The Boulevard Project is an important project as it provides congestion relief, enhanced safety and addresses deferred maintenance on this important corridor. Construction of the first phase of the project has been completed in 2019. This second phase project will continue to make improvements on the following segments: Segment 1- a 1.4-mile, Firestone Boulevard between Alameda Street and California Avenue and Segment 2 - a 1.1-mile, Firestone Boulevard between California Avenue and Annetta Avenue. This phase II improvements includes bus turn outs, street widening, pedestrian lighting, bus shelters, pavement rehabilitation, traffic signal and street light modifications and otherADA improvements. The Project is funded with Metro Call for Projects,1-710 Measure R and local funds.
Seqment 1: A 1.4-mile, Firestone Boulevard between Alameda Street and California Avenue The major work activities in this segment include, but are not limited to, construction if 12-inch-thick AC Pavement; construction of8- inch-thick PCC pavement; removal and reconstruction ofdeficientflatwork such as sidewalk, curb and gutter, driveways and ADA curb ramps; signage and striping; installation ofloop detectors; installation ofconcrete bus pads, bus benches, trash receptacles and bicycle racks; roadway widening, street lighting, electrical and traffic signal modifications; storm drain systems; landscaping and irrigation. One ofthe milestones in this segment is the storm drain system at Firestone and Victoria. The depth ofthe systems is nottoo deep, butthe location is South Gate High School and may affect the bus line and the students. The other milestone in this segment is the widening of Firestone Boulevard at California. There is demolition of curb and gutter, sidewalk and AC pavement, electrical and lighting modifications, traffic signal upgrades and new concrete and asphalt.
The work also includes setting up SWPPP BMP's and measures, traffic control devices, signage and striping. Construction staking and surveying to establish and maintain horizontal and vertical control points and layout of the work is an essential part of the work to be performed.
Seqment 2: A 1,1 mile, - Firestone Boulevard between California Avenue and Annetta Avenue The major work activities in this segment include but are not limited to; installation of loop detectors; reconstruction of deficient flatwork such as sidewalk, curb and gutter, driveway and ADA curb ramps; signage and striping; landscaping and irrigation; installation of permanent bollards and suface mountchannelizers; construction of8-inch-thickconcrete bus pads, bus benches and trash receptacles; installation of 12-inch-thick AC Pavement. The specific milestone forthis segment is the bollards and channelizers. This work is located at the South Gate Middle School. The Contractor shall coordinate this work to not interrupt and create safety issues with the school staff, students, and parents.
The work also includes setting up SWPPP BMP's and measures, traffic control devices, signs and striping. Construction staking and surveying to establish and maintain horizontal and vertical control points and layout of the work is an essential part of the work to be peformed. FCG has noticed that there are quantity differences in some ofthe bid items as displayed in the table below:
Qmii%D!ff*aum
A2-8 Curb and Gutter
Segment A
Plan Quantity-1206 LF
Segment B
Plan Quantity - 719 LF
4-inch-Thick Sidewalk
Segment A
Plan Quantity - 7134 SF
Segment B
Plan Quantity - 921 SF
Bid Table Quantity - 884 LF
Bid Table Quantity - 889 LF
Bid Table Quantity - 3565 SF
Bid Table Quantity-1376 SF
P a g e I 11 City of South Gate CM and Inspection for
rhe('rhesouievarripro4ect), phaseir;crtypro4ectr'io. 476-vrrF 47!-195 Typica Issues
SECTIONIII:SCOPEOFWORKANDPROJECT APPROACH
The FCG Team understands construction especially on busy arterials such as Firestone Blvd as we have previously worked on the same roads with neighboring cities such as Norwalk, Downey, Whittier, and Irwindale. Such projects with similar features have similar challenges, specific and typical. Based on the team's construction experience, here are some of the typical and general issues for this project and FCG team's approach are discussed below:
* Maintain Traffic Flow
The FCG Team understands that staging construction of
work will require lane closures that may cause a lot oftraffic delay. These closures will need many signs in advance ofclosure in order for residents pre plan for daily trips to minimize inconvenience and complaints. The FCG Team recommends Installation of project information signs two-weeks in advance of work; distribute flyers with potential detour routes to businesses and residents two-weeks in advance ofwork; and Install CMS boards in advance ofwork. * Storm Water Pollution Prevention Program (SWPPP)
FCG inspectors understand the importance of managing the SWPPP. All FCG inspection staff has completed their Qualified SWPPP Practitioner (QSP) and/or Qualified SWPPP Developer (QSD) training and are QSP/D certified. The inspectors are trained in the preparation of SWPPP diaries including the on-line reporting, review of Best Management Practices (BMP's), and erosion control measures both during the rainy season and throughout the year. They will immediately notify the Resident Engineer of any problems during the implementation of the SWPPP. Proper implementation is especially important on all inlets and discharge points.
* Safety
Safety has the highest priority on any jobsite and the FCG team takes it very seriously. The contractors usually submit an Injury and Illness Prevention Program (11PP) at the start of the project. This will be combined with City's Safety procedures and the Cal-OSHA Construction Safety Orders to be the Project Safety Program. This then serves as the basis for our evaluation of the contractor's safety practices. The inspectors will attend Contractor's safety meetings and the CM team will also hold its own safety meetings regularly. Safety is the job of everybody. * Public Outreach
FCG's staff has visited the Project location at different times of the day to better understand the area conditions and traffic patterns. Understanding existing conditions before construction begins is critical to the public outreach plan to save money and assist with potential early completion of the Project. There are several businesses and residents near the Project that will need to be communicated with continually, as well as internal target audiences, to include the City, Los Angeles County, emergency responders and local media. It is critical for us to keep stakeholders aware of what is going on. Our team understands a community who feels their concerns are being heard and who feels they are adequately communicated with will ultimately trust the agency building the Project. The FCG team is experienced with providing public outreach to clients that requires various methods of outreach including but not limited to a Facebook page,Citywebsitelink,flyers,andbilingualstaff. Weunderstandthatourteamwillnotbeprovidingfulloutreachandinsteadwill assist City's Public Information Officer.
P a g e l 12 City of South Gate Cfvl O/l(/ Inspertrori for The (Tlie Boule',mrd Project), Phase II,' City Project No. 476-TRF ,5'f 196 aaim SECTIONIII: SCOPEOFWORKANDPROJECTAd'PROACH
SCOPEOFWORK&APPROACHTONtANAG1NGTHEPROJECT
Well managed construction projects emphasize partnering, mutual respect between the Contractor and CM team, and effective resolution of issues in the field to ensure on-time and within budget completion without claims.
Construction management is essentially project management for the construction phase. As such, the six essential elements of effective project management still apply, and they include:
Deliverables
Standard deliverables for construction management services typically provided by FCG include:
I Administer the contract - comprehensive construction management services.
I ASSiSt City in the review and preparation of final bid documents.
I ASSiSt City with peforming a thorough constructability/biddability review.
I AssistwithCaltrans(CT)LocalAssistanceauditprocess.
I ASSiSt City with the bid documents, advertising, pre-bid conference, bid opening, evaluation, and award.
I Conduct the pre-construction meeting.
I Coordinate utility relocation before starting construction (not applicable to this project).
I Provide construction inspection and management activities and coordination with other stakeholders.
I PrepareandmaintainconstructiondocumentationasrequiredbyCityusing'Caltrans-LAPM(Chaptersl5,16&17)usingthe Uniform Filing System.
I ASSiSt City to resolve change order issues.
I Provide public outreach services in support of City's Public Information Officer and outreach team.
I Provide project expenditure report to City's Project Manager per funding requirements.
I Managepre-constructionactivitiesbeginningwiththeexecutionofthecontractandcoordinationwithCitystaff.
I Review the master construction schedule and monitor and update the construction schedule.
I Conduct weekly construction meetings with Contractor, City, and other involved parties.
I Coordinate closeout and as-built plans.
J Prepare daily and weekly construction inspection reports using the City/Caltrans standard forms.
I Monitor Contractor's Labor Compliance/Safety programs (assist City's Labor Compliance consultant for this project).
J Ensure all work conforms to the project construction specifications, City and County codes, 2018 Greenbook Standard Specifications for Public Works Construction and 2018 Caltrans Standards and Specifications.
I Verify SWPPP compliance.
I Review Requests for Information (RFI) and provide recommendations to City's Project Manager.
I Processandreviewsubmittals,RFIs,weeklystatementofworkdays,changeorders,punch-listitems,andas-builtplans.
I MonitortrafficcontrolworkingcloselywithCity'sTrafflcEngineerusingCaltransStandardPlans,CaliforniaManualonUniform Traffic Control Devices (MUTCD), and Work Area Traffic Control Handbook (WATCH).
I Quantitycalculations/take-off,fieldmeasurement,andverificationinsupportofMonthlyProgressPayments.
Task 1- Project Coordination
The FCG team will manage and administerthe project through Mr. A.B. Fakhouri. He is highlyexperienced with similarprojects, has successfully delivered services on several similar federally funded projects, and is a licensed Civil Engineer in the State of Califomia.
The FCG team will perform Construction Engineering, Inspection, and Office Engineering perthe LAPM and Caltrans Constniction Manual and will enforce the Project Plans, Specifications, and Caltrans and Greenbook Standards as follows:
1, Management
* Review and coordinate approval of shop drawings by the design consultant as needed. * Log, track, and process. submittals, Requests for Information (RFI's), Requests for Changes (RFCs), Contract Change Orders (CCOs), field directives, Notices of Potential Claim (NOPCs), Non-Conformance Reports (NCRs), review and approve traffic control plan
P a g e l 13 City of South Gate CM and rnspection for
The (The Boulevrrrd Project), Phase II; City Project No. 476-TRF 197 SECnONlll: SCOPEOFWORKANDrROJECTAPPROACH
* Provide City with the contractor's Red marked as-built plans at Project completion. * Monitor materials documentation and testing results, as well as enforce corrections. * Review and approve contractor's safety program.
* Review all requests for clarification and provide to Engineer of Record for clarification. * Review required construction survey including lines and grades, construction staking, cut sheets, etc. * Process all Project documentation per City and Caltrans requirements for standard format. * Maintain Project files per Caltrans requirements.
* TheREshallservicetheProjectandvisitthesiteasneededforthedurationoftheproject. * Deliverservicesinaccordancewiththeplansandspecifications. * Manageandcoordinateallaspectsoftheproject,inclusiveofservicesidentifiedintheRFP. * Conductapre-constructionmeetingandbiweeklyconstructionmeetingsorasdeemednecessarybytheprojectmanager with the contractor, and City. Prepare and distribute meeting agendas minutes and progressreports. * Coordinate with City staff, multiple contractors when applicable, agencies, and Project stakeholders. * Prepare weekly Statements of Working Days and other reports that may be required by the City. * Review submittals and determine consistency with the plans and specifications. @ Participate in field meetings and document issues, findings, directions, changes, etc., and develop solutions. * Participate in public outreach activities.
* Otherimprovements/activitiesasdeemednecessarybytheconsultanttoimplementtheimprovementsontheProject. * Prepare all progress reports required by the Local Assistance Procedures Manual and FHWA guidelines.
2. Meetings
* Conductapre-constnictionmeetingandprepareagendaandminutes.Priortothemeeting,reviewPS&Eandprioritize potential issues.
* Conduct a utilities coordination meeting with all utilities and representatives to discuss issues and conflicts. * Conduct and lead construction progress meetings as scheduled by all parties and prepare minutes for the City's approval.
* Conduct field visits and meetings to discuss issues in the field with involved paies including, but not limited to, City Staff, Designer(s) of Record, Contractor, Subcontractors, Inspectors, and whoever else required to.be present.
3. Schedule & Budget
* Review construction schedule submitted by the contractor. Review subsequent revised constniction schedules due to delays, time extensions, change orders, additional work,etc., within one week of submittal. * Prepare change orders within 48 hours in the standard City format as well as in accordance with all applicable Federal and State funding requirements.
* Maintainacurrentmonthlyaccountingofconstructioncoststocompletetheproject,includingapprovedchangeorders for city's review and approval.
* Review payment requests in a timely manner, make payment recommendations, and submit the progress payment request to City for processing.
* Prepare reimbursement requests to Caltrans and Metro.
Miscellaneous
* Submittals - The FCG team will provide the Contractor a list of submittals as per the Special Provisions, then perform a thorough, comprehensive review and approval of the Contractor's submittals. We will work closely with the City to determine which submitta!s the design consultant will review, and which will be reviewed by the FCG team. A Submittal Log will be developed, maintained, and tracked according to when they are received and returned to the Contractor and a copy will be included with each transmittal and at the weekly meetings. Materials releases and certificates of compliance will be kept in the appropriate filing categories, and materials summary sheets will have a running total of materials used on the Project.
Anticipated submittals include, butare not limited to, baseline schedule, SWPPP, erosion and sedimentcontrol plan, operations and maintenance plan, traffic handling plan, PCC mix designs, asphalt mix designs, sand cement slurry mix design, CMB mix design, bridge soils report, surcharge calculations, modular block wall design calculations, and signal verification data. @ Requestsfor/nformation-OurPMlREwillcoordinatewiththeContractortosubmitallquestionsasRequestsforlnformation (RFI). All RFIs will be reviewed and responded to in coordination with the City and the Design Team to ensure proper protocol P a g e I 14 City of South Gate CM and Inspection for
rhe (The Boulevard Project), phase II; Crty Project No. 476-Tnr- 0198 amai
CONSULTANII
SECTIONIII:SCOPEOFWORKANDPROJECTAPPROACH
is followed and sufficient information is relayed to the Contractor in response to each RFI. The OE will maintain a log and will provide to all weekly progress meeting attendees
* ContractChange0rders&C/a/ms-TheFCGteamwillassisttheCityincontrollingthecostsoftheProjectandthefactors that may escalate Project costs. Upon submittal, Contractor's change requests will be reviewed for merit. We will hold the Contractors to providing the facilities in the scope ofwork bid, withoutgenera!ing unnecessary changes to increase the Project cost. The FCG team's PMIRE will work with the City's Project Managerto establish levels offinancial authority from the Project Manager up the chain of command to provide guidelines for change authorization. a. CostEstimating-AIIchangeorderswillbeestimatedindependentlyoftheContractor'sproposedcostpriortoapproval by our PMIRE, and submittal for approval to the City. We will comply with the Caltrans Construction Manual and Local Assistance Procedures Manual. The FCG team is comprised of highly qualified scheduling and claims avoidance experts that will analyze and produce schedules from the perspective of an owner and a Contractor. b. ClaimsAvoidance&Mitigation-TheFCGteam'srenownedclaimsdivisionandourclaimsexpertshaveaproventrack record with Caltrans and other public agencies on similar projects. We will monitor all site records of events, labor, materials, and equipment for potential claims or delay issues. This data will be essential when analyzing a Contractor's claim. Our team will address every issue that will contain all relevant RFIs, change orders, correspondence, pictures, Inspector's dairies, cost analysis, and schedule analysis. c. Project Records and Filing System - FCG's RE and Office Engineer (OE) will establish and maintain a filing system in hard copy as well as electronically, using the Caltrans Construction Manual as a guideline to ensure compliance with FHWA requirements. FCG typically utilizes the Caltrans filing system on all projects. All hard copy files will be scanned as PDF files and stored digitally on a server with a filing structure duplicating the hard copies. Additionally, FCG's OE will upload the electronicdata documentation to the City's on-line file directory. Submittal and RFI logs will be keptand tracked according to when they are received from and returned to the Contractor together with their approval or response status.
Materials releases and certificates of compliance will be kept in the appropriate Caltrans filing categories, and materials summary sheets will be developed to keep a running total of materials implemented. * Project Progress and Payment
The FCG team will work with the City to reviewthe baseline schedule, look for issues, and make recommendations to the City as appropriate. Such recommendations will be based on logic and a realistic schedule. Our PMIRE will propose enhancements based on sequence, number of working days, milestones, and key dates to ensure development of an efficient and well managed,Project. The team will prepare independent monthly estimates for the Project duration, monitoring both the Project and contingency budgets. Our report to the City will include amount paid to Contractor to date, amount previously paid to Contractor, percent complete of each bid item, executed change orders, and retention withheld from each pay estimate. Our intent is to keep the City fully informed of the financial status ofthe Project.
I :iiijltf!11)
' iitE,
l;ill
a. Pay item quantities will be measured daily and documented on daily reports. b. Quantity Sheets will be prepared with each pay estimate, with backup calculations. c. Change orders will be prepared and monitored, costs independently estimated and verified, and work documented daily on a separate daily diary with tentative agreements (ifforce account (T&M)). d. Our tracking system includes costs, including supplemental work and furnished materials.s.
P a g e l 15 City ofSouth Gate CM and Inspection for
The (Tlie Boulevard Project), Phase II; City Project No. 476-TRF / 199 C O N S U L T A r S
SECTIONIII: SCOPEOFWORKANDPROJECTAPPROACH
Task 2 - Construction Observation/ Inspection
The Construction !nspector will be performing the following:
*
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l Become familiar with and review plans, specificafions, construction-related documents, traffic control plans, construction schedules, construction sequences, and other agency permit requirements. 2, Photograph,log,andpre-workvideoprior,during-,andnfterconstruction.
3. Attend pre-construction meetings and present special concerns, if any.
4. Interpret plans, specifications, and regulations and ensure 'the Contractor is following their contract. Provide inspections to ensure the Project is constructed accordingly. '
5. Direct and notify construction Contractor about non-compliance and correct issues upon discovery.
6. Maintaindailydiaries,photographs,andvideo(asneedeqjreflffictingsiteandweathercoriditions;trafflcconti'olmeasures,labor, equipment.and materials, quantity ofwork, and major iiicidents7safety violations.
7. Review construction progress schedules regularly. Verify schedules-coincide with Project milestones, identify deviations, and ensure corrective actions are taken to bring projects back on schedule.
8. Provide complete measurements and calculations for progress payments and make recommendations for payments.
9. Review soil compaction and materials testing certifications of compliance.
10. Ensure the Contractor does not install materials without approved material testing certifications. Any failed tests shall be reported, and the Contractor directed to take corrective action.
11. Monitor Contractor's utility coordination to minimize utility conflict delays and potential need for relocations.
12. Attend progress meetings to communicate, coordinate, and resolve anyjobsite issues or problems'that may arise. Prepare and submitto 'Contractor a "Weekly Statement of Calendar Working Days' report.
U. Conduct field construction employee interviews to comply with the Federal, CDBG, Equal Employment Opportunity Law, and Davis Bacon Act.
14. Coordinate access to adjacent businesses and residents during construction with the Contractor. Coordinate mitigation of construction impacts with the Contractor, City, and other agencies.
15. Provideinspectionoftrafflccontrol,channelization,andallothertraffic-relatedwork.
16. Ensure conformance with plans, specifications, applicable laws and codes.
17. Observe construction safety, public safety, and convenience, and report issues to the City and Contractor.
18. Monitor compliance with the City's National Pollutant Discharge Elimination System (NPDES)' Permits and requirements, as well as all other local, state, and federal laws and regulations.
19. Inspect for compliance with the Project SWPPP Program including monitoring QSP and/or QSD duties as outlined in California State Water Resources Control Board, Storm Water General Permit and contract.
20. Moriitor compliance with the City's Construction Demolition and Recycling Ordinance.
21. Maintain data for change orders and record information regarding time of dispute, time of notification by the Contractor, and action taken by the Inspector.
22. EnsuretheContractorsubmitscertifiedpayrollreportswithmonthlyprogresspaymentrequests.Reviewreportsforcompliance with federal and state prevailing wage regulations.
23. Prepare and transmit to the Contrac-tor a-II Project-related correspondence. All correspondence sent to and received from the Contractor shall be copied and transmitted to City.
24. Coordinate the preparation and submittal of as-built plans to the City upon project completion.
25. Prepare preliminary and final punch-list and follow through until completion.
P a g e l 16 City of South Gate CAil rind Inspection for The (The Boulevard Project), Phase II.' City Project No. 476-TRF 200 aim
CONSIJLTANT)
bbciiusiii:SCOPEOFWORKANDPROJECTMPROACH
Task 3 - Traffic Enqineer
@ GTS(asa'sub-consultanttoFCG)willprovidethetrafficengineeringdesignreviewservicesforthisproject.Theirscopeof services spans from pre-construction to project completion. The following will be part ofthe traffic engineering services:
* Prepare a comparison of the ADZDS listed in RFP for the City's determinatibn. * Attendthepre-constructionmeetingaspartofconstructionmanagementteam. * Review the City approved traffic signal plans, verify field conditions, photo log the inside of the controller cabinet, and coordinate with the team on any issues and recommendations. It is assumed the City will provide access to the controller cabinets to facilitate this task.
* Review the Contractor's shop drawings (if requested) and coordinate with the Traffic Signal Designer (the approved traffic signal plan preparer) for approval.
* Discuss Traffic Signal Designer's responses with the City, construction management team, and/or Contractor. * Reviewchangeorderswiththeconstructionmanagementteam,City,and/orContractor. * Attend field and construction progress meetings and provide coordination. @ Respond to the Construction Manager's questions and requests regarding traffic engineering. * Reviewthetrafficsignalas-builtsubmissionagainsttheContractor'sconstructionredmarkedplansandprovidedinformation after the project is completed.
Task 4 - Monument Restoration /Surveyinq
* Thesurveyorwillverifycontractor'ssurveyorstakingandlayouttoensurecompliancewithState'srequirementsintermsof preservation and/orreestablishmentofsurvey monuments,including recordation requirements. * Thesurveyorwillsetcenterlinetiesforexistingcenterlinemonumentfoundwithnoexistingties,ifany. @ Thesurveyorwillreplacecenterlinetiesdisturbedbyconstruction,asneeded. * The surveyor will reset centerline monuments and provide the City with updated set of centerline tie notes along with as builts.
* Thesurveyorwillverifycontractor'ssurveyorworktoensurecompliancewithallrequiredconstructionsurveyrequirements including, but not limited to, setting lines and grades, construction staking, preparation ofcut sheets, etc. * The surveyor will prepare and file any documentation required for recordation with the LA County Recorder's Office. * ThesurveyorwillperformanyothersurveyactivatesasdeemednecessarybytheCityorConsultanttoensureconstruction of Project is following the PS&E.
Task 5 - Materials Testinq
* Material testing shall conform to all Caltrans Standards, the LAPM and the Quality Assurance Program (QAP). * Review and approve ARHM, AC mix designs.
* Review and approve PCC mix design. Consult with City for approval of PCC mix for the Project. * Provideallmaterialsourceinspection,samplingandtestingbyaqualifiedmate1ialsengineerasrequiredbythe LAPM and theQAP.
* Provide requested miscellaneous consultation during the Project, including discussion with the contractor to emphasize proper treatment of concrete. Provide all compaction tests per plan, specifications, and regulations per LAPM and the QAP. Provide nuclear compaction testing and provide geotechnical soil testing as necessary. * Providecoordinationfortrafficcontrollertestingandothertrafflcsignalequipmentasneeded.
Task 6- Surveyinq/Geotechnical
FCG has a time-tested quality management plan we apply to our construction management and inspection services. FCG stakes its reputation on meeting and exceeding the expectations of our clients. FCG team members are familiar with Caltrans Standard Specifications Requirements and perform a quality review of project records in the beginning to make sure the records are set up per the applicable Caltrans LAPM Chapters 15, 16 and 17 as follows:
Materials Sampling & Testing
All testing will be conducted in a Caltrans Certified Laboratory located less than 30 minutes from the project. Our team will work in collaboration with other members ofthe project team to achieve your project objectives. One of the key elements in meeting the project needs is assigning staff with requisite qualifications and experience in performing Geotechnical observation and material testing services.
P a g e l 17 City of South Gate CM and Inspection for
The (The Boulevard Project), Phase II; City Project No. 476-TRF 201 SECTIONgll: SCOPEOFWORKAMDPROJECTAd'PROACH
Quality Assurance Plan
Sampling and fabrication ofconcrete cylinders will be performed in accordance with the Quality Assurance Plan (QAP) and the Caltrans Construction Manual, Chapter 6. We will have one Caltrans certified testeratthe batch plant and two in the field. One testerwill measure temperature and pmform Kelly Ball, unit weight and air content tests. The other tester will fabricate 5 compression cylinders for each pour.
For AC pavement during production startup, which is the first night of Asphalt Placement of a particular mix both QC & QA will split a sample and run test independently. Test results will be submitted to the Resident Engineer for review and approval of the mix design.
Affer production startup, we will sample and test independently ofeach other. Testing frequencies and turnaround time for reporting test result will be done with the current version of The Caltrans Construction manual.
Quality Assurance Sunreying
Under the direction of the Resident Engineer and FCG inspector will coordinate with the Contractor for verification of Contractor's staking, layouts, controls, spot check reference points, and finished work. Surveyor will acquire the horizontal control and record maps from the City and identify existing survey monuments/nght-of-way In addition, a// FCG field staff are experienced with performing survey verification utilizing survey equipment and tools such as a hand-held level and a 5' foldable ruler.
Task 7 - Utility & Outside Aqency Coordination
@ Generate and provide list to RE stating all Utility Owners to be invited to Pre-Con Meeting. - Utility Owners, LA County Fire Department, Waste Management.
* Review&CoordinateallUtilityOwnersscopeofworkattheconstructionconferenceandreviewforconflictsphasing,staging ofwork. (who's doing traffic control, coordination with GC), encroachment permits. * Maintain Utility Matrix - relocations, easements, rights, etc. * Coordinate relocations
* Review/provide comments to utility owner relocation plans * Manage Encroachment Permits
Task 8 - Project Closeout
The FCG team will provide the appropriate level of inspections to ensure all punch-list work is completed, safety issues are resolved, final acceptance of the contract is granted, and all necessary paperwork and reports are completed to the standards of the City. The FCG team will assist the City with completing all closeout forms per Chapter 17 of the Caltrans Local Assistance Procedures Manual, provide the City with hard and electronic copies ofthe project files, and all materials records affler acceptance as follows:
* Coordinateafinalwalk-through,preparepunchlist,certifycompletionoftheProjectandrecommendacceptance. * TransmitRecordDrawings(As-Builts)fromtheengineerofrecordtotheCity. * Finalize record drawings/As-Builts, contract bid items, claims, change orders and punch list items. * Prepareallfinalreports,includingreportofcompletionforacceptanceoftheProject. * Finalize and deliver all construction files to the City forarchives. * Provide electronic copy of all reports and construction files to City. * ProvideelectronicversionofallrecorddrawingsandfilesinPDFfileformat. * Address all unresolved issues including, but not limited to, change orders, claims, etc. * Complete documentation required by Caltrans, LA Metro and the City.
As-Built Plans
The FCG team will maintain as-built plans on an on-going basis throughout the duration of the Project. Red-lined plans will show all changes made tothe contract plans, will present name ofchange approver, and CCO number. We will also ensure Contractor is tracking as-builts, and atthe end ofthe Project, ourconstruction managementteam will combine information into one setofdrawings.
Federal Review
The FCG team has participated in several federal reviews with Caltrans and the Local Assistance Office and presented the project documents impressively every time. The PMIRE is a foimer employee of Caltrans in Los Angeles and is very experienced with documentation of construction projects per the Local Assistance Procedures Manual. Mr. Fakhouri will ensure all project files are maintained perthe LAPM in projectfolders and in electronic form. Mr. Fakhouri will representthe City throughoutthe entire project, from pre-construction, during construction and through post-construction.
P a g e l 18 City of South Gate CM and Inspection for
The (The Boulevard Project), Phase 11; City Project No. 476-TRF 202
RESOURCE MATRIX
SECTIONIII:SCOPEOFWORKANDPROJECT APPROACH
A resource matrix is provided below which lists detailed tasks in rows, the individual assigned to each task, and the number of hours associated with each task.
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_ . .='mrsa marrw - __s- erw- i- ' _$ A a -l:m ;.; -' v_aj':l- - l' - i " r- } ' ='-"a>JJa&a'J* r.'a-+ T;':'--' -' a=a:'a-5a:a-'-a "" : ' 2 *::_t:W">g""a"':aw+W"j jk' +jl=fW'a_ ='i-!- jla-#%a} '- a;i: --ni - J" .+ ';r-"Q'7.' Review BaselineSchedule and MonthlySchedufe Updates 8 Review Project Budget including anticipated Change Orders 8 Perform a thorough Constructbility Review prior to bid 2 Review advertising and bid documents and analyze results 8 Prepare and conduct Pre-Construction and utility meetings 8 8 Prepare construdion contract administration documents 8 Setup coordination meetings with Contrador and utilities 8 8 Review Submitbsls Durfng Move-in Period 14
Prepare progress payments documents and quantity sheets 8 12 Monitor spending and produce funding compliance reports 8 Setup and mafntain project records and fixes 12
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Condud field visits prior to construdion of upcoming phases 32 32 Prepare a rnonthffy status report to the City 32 40 88 Peform SWPPP inspection and report docurnentaUon 32 40 Perform dafly field inspecUon and report documentation 80 816 Review Contractor certified payroll and DBE participation 24 280 Review ContractorAs-Bualt plans monthly 24 40
Communicate with other agencies and coordinate work 40 40 88 Contactand coordinatewith imrolved uUlitycompanies 24 ReviewSubmittls,RFI's,and Paymentand OCO requests 48 40 Coordinate lane closures mth Contractor and City 24 40 Perform quality assurance of all materials to be used 32 40 Perform Air and WaterQualitytesting(as needed) 24
Coordinate materiags sampling and testing 24 40 88
40 60
Review Final As-Built plans 24 60
Perform qua €itysunreyingverification 24 60
Document and Log materials test results and reports 24 20 88 Negotiate and process change orders 44
Perform monthly cost estimates for payment and CCO's 60 20 Monitor changes to project and document for claims 32 20 88 \, j*t'r .;,a,_ _ , ,__ 7:' , - - - - ,0. k . -. _.: -< @ :-6*A,,u :,AWW!E ;"ar. #WFtu#fi J>ilm_f-4ax!% l');STh& i I :'..a-'a '>ra _:'-? 4 ' 20 IS
Approve final As-Builts and deliver to the City 20 15 Perform the final walk-through and accept the projed 20 10 20 80 o 40
P a B e l 19 Crty of South Gate CM and Inspection for
The (Tlie Boulevard Project), Phase II; City Project No. 476-TRF 203 l* ' " # "' s # I l .'.l 204
SECTIONiV. rrr f'!i!'>Mk
FEEPROPOSAI
Our Fee Proposal has been submitted in a separate sealed envelope and includes all tasks required to perform the work with a maximum not-to-exceed fee for each task and a grand total not-to-exceed fee.
P a g e l 21 City of South Gate CM and Inspectron for The (The Boulevard Project), Phase II; City Project No. 476-TRF 6-7-205
maim
C O NS U LTA N TS
22885 Savi Ranch Parkway, Suite G
Yorba Linda, California 92887
Tele I 714.312.0317
Fax l 714.312.0793
www.fcHconsultants.com
k[ 206
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CON51JLTANTS
January 9, 2023
City Clerk's Office
Attn: Arturo Cervantes, P.E.
Assistant City Manager/Director of Public Works
City of South Gate
8650 California Avenue
South Gate, CA 91340
Subject: Construction Management and Inspection Services on the Firestone Boulevard Regional Corridor Capacity Enhancements Project (The Boulevard Project), Phase II; City Project No. 476-TRF Dear Mr. Cervantes,
Please find enclosed our cost proposal for Construction Management and Inspection Services on the Firestone Boulevard Regional Corridor Capacity Enhancements Project (The Boulevard Project), Phase II.
Enclosed is a Not-to-Exceed fee proposal for $208,042.23. We have based our cost proposal on a projected construction schedule and CM activities schedule as shown in the resource matrix table hours which is based on Pre- Construction, During Construction, and Post Construction activities as shown in the proposal.
We trustthis satisfies the requirements ofthe City. Should you need furtherinformation orclarification, please do not hesitate to contact us directly.
Sincerely,
Maha Alfakhouri
President/CEO
/Attachments
City of Soutli Gate CM and Inspection for
The (The Boulevard Project), Phase II; City Project No. 476-TRF 207
aiaim
CONSULTANTS
Segment A
Task/ClassfflcaUon
Resident '
Engineer/Structures
Representative (Hrs)
' Construction I
Observer/Inspector
' (Hrs)
: Office Engineer/
Labor Compliance
Other (Identify by
title and add
columns where
needed (Hrs)
Total Hours Sub Consultant I
i Fees
I
Total Cost
Hourly Rate $234.72 $147.87 $100.93
Pre-Constnidion Services 16 o 8 24 $4,582.96
Constnidion Management 93 o 25 118 $24,352.21
Construction Observation o 257 o 257 $38,002.59
Labor Compliance 8 o 40 48 $5,914.96
Material TesUng Services o o o $15,000.00 $15,000.00
Traffic Engineering o o o o $6,000.00 $6,000.00
Surveying o o o o !$10,000.00 $10,000.00
Untility and Outside Agency Coomination 8 0 8 $1 ,877.76 Projed Close-Out 16 o 8 24 $4,562.98
.Totals 141 257 81 479 $110,273.44
CITY OF SOUTH GATE
FCG CONSULTANTS, gNC. FEE PROPOSAL FOR
Firestone Boulevard Regional Corridor Capacity Enhancements Project CITI PROJECT N0. 476-TRF
208
aim
CONSULTANTS
Segment B
Task/Classification
I Resident
Engineer/Structures
Representative (Hrs)
Construction
Observer/Inspector
(Hrs)
Office Engineer/
Labor Compliance
Other (Identify by
title and add
columns where
needed (Hrs)
I
Total Hours !8ub Consultant
Fees Total Cost
Hourly Rate $234.72 $147.87 $100.93
Pre-Construdion Services 16 8 24 $4,562.96
Construction Management ga 20 113 $23,847.56
Construction Observation o 257 o 257 $38,002.59
Labor Compliance 8 o 40 48 $5,914.96
Material Testing Services o o o $10,000.00 $10,000.00 Traffic Engineering o o o o $4,000.00 $4,000.00
Surveying o o o o $5,000.00 $5,000.00
Untility and Outside Agency Coordination 8 o 8 $1 ,877.76 Projed Close-Out 16 o 8 24 $4,562.96
Totals 141 257 76 474 $97,768.79
CITY OF SOUTH GATE
FCG CONSULTANTS, INC. FEE PROPOSAL FOR
Firestone Boulevard Regional Corridor Capacity Enhancements Project CITI PROJECT N0. 476-TRF
209
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FUNDING PLAN - THE BOULEVARD PROJECT
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Call for Project City Funds Prop C LR
Measure R
(MOU)
Measure R LR Total Budget
Total Project Budget $ 1,025,368 $ 211,267 $ 417,219 $ 984,497 $ 1,500,000 $ 4,138,351 Design Phase $ 60,277 $ 70,186 $ 42,294 $ 172,757
Amendment 6 Willdan $ 17,900 $ 17,875 $ 5,000 $ 40,775 Conshuction Contract $ 761,000 $ 146,000 $ 172,000 $ 814,083 $ 1,224,371 $ 3,117,454 CCO N0. 1 $ 80,000 $ 9,000 $ 143,000 $ 60,000 $ 20,000 $ 312,000 CCO N0. 2 $ 8,000 $ 7,000 $ 15,000
CCO N0. 3 $ (25,000) $ (25,000)
Construction Contingencies $ 8,000 $ 8,000
Constniction Management $ 44,000 $- $ 24,000 $ 50,043 $ 90,000 $ 208,043 CM Contingencies $ 11,000 $ 10,000 $ 21,000
Other Costs* $ 54,191 $ 45,267 $ 202 $ 150,629 $ 250,289 Total Project Costs $ 1,025,368 $ 211,267 $ 392,186 $ 991,497 $ 1,500,000 $ 4,120,318 *Misc. Costs include items such as staff time, project mcnagement, field operation costs, etc. 211
Office of the
South Gate City Clerk
Item No. 10
JUN - 5 202"t
FILED City of South Gate
2:LloyS CITY COUNCIL
AG-ENDA BI[LL
DepartmentDirector:
SUBJECT: SOUTHERN CALIFORNIA EDISON SERVICE REQUEST N0. 7590554408
TO SECURE ELECTRICAL SERVICE FOR THE CITY OF SOUTH GATE POLICE DEPARTMENT HV AC SYSTEM, CITY PROJECT N0. 667-GEN PURPOSE: Approval of Southern California Edison ("SCE") Electrical Service Request No. 7590554408 to secure electrical service required for the South Gate Police Station's proposed Heating, Ventilating and Air Conditioning system to be constructed as a part of the subject project.
RECOMMENDED ACTIONS: The City Council will consider approving a Purchase Order to fund Sorithern California Edison Service Request No. 7590554408 which is necessary to secure dedicated service to the South Gate Police Station required as a part of the South Gate Police Department HVAC System, City Project No. 667-GEN, in the amount of $64,724.
FISCAL IMPACT: There is no fiscal impact to the General Fund. SCE Service Request No. 7590554408 is in the amount of $64,724 and will be funded with the General Funds budgeted in Fiscal Year 2023/24 Capital Improvement Program ("CIP").
ANALYSIS: As a part of the South Gate Police Department HVAC System Project ("Project"), the police station's existing Heating, Ventilating and Air Conditioning (HVAC) system is proposed to be replaced and upsized to meet the demands for cooling during the summer season.
The proposed system requires a power supply that is greater than is currently available at the station, which SCE can install. According to SCE, the improvements required include a dedicated service and electrical meter, and modifications to their facilities such as to transformers. SCE is proposing to complete the improvements under Service Request No. 7590554408 at a cost of $64,724, inclusive of labor, material, design, permitting and incidentals. Staff recommends City Council approval.
The City is not able to obtain competitive bidding for these improvements. SCE's policy requires that they perform the work, which is to be funded by customers, in this case, the City.
BACKGROUND: The South Gate Police Stations is equipped with an aging HVAC System.
The HVAC System is composed of a central system, a separate HVAC system serving the jail area, and other separate components serving other areas of the station. It was installed over 30 years ago and has exceeded its service life. The HVAC system is unreliable and experiences failures. The Project proposes to replace the HVAC System's central components The I
212
improvements include removing and replacing the existing system inclusive of the chiller, electrical, mechanical, and plumbing work. The Project is currently in the construction phase, and on hold pending contract award and funding approvals. However, staff plans to have the SCE power supply ready in time for construction completion planned for in 2025.
ATTACHMENT: Southern California Edison Service Request No. 7590554408 AA:lc
2 213
!Jg'5'l'S5'f"J'
Document # 7590554408AnEf)jSON INlERNATjONALR Coeih+iy Southeni Califomia Edison Company
1924 E CASHDAN STREET
Invoice Date: 05/14/2024COAfPTON (':A Qn22n
SCE, Contact: Ezekiel Jordan Seccombe
SO[TTH GATE, CITY OF
Telephone:
8650 CALIFORNIA AYE
SOUTH GATE CA 90280
Install - Billing Option: SCE INSTALL -
Description Amount
ServiceRequestNumber: 3605142 Project:
8620 CALIFORNIA AVE SOUTH GATE CA 90280 Invoice # 545076 Item # 576448 Product: 2179972 - NEW METER & SERWCE
Design #: 1665317
Previous Payment
" For Mixed-Fuel projects, paynnent and signed contracts MUST be received before July 1, 2024, to keep subsidies (allowances, discountjrefund options) and estimated cost pricing, otherwise SCE will reprice the project WTTHOUT subsidies.
" Effective July 1, 2024, through December 31, 2024, Mixed-Fuel new conshuction projects (gas or propane in addition to electricity) will not receive subsidies and wil} be priced as estimated cost. " Effective January 1, 2025, Mixed-Fuel new constniction projects will not receive subsidies and will be priced as actua} cost bffling.
" Enclosed are two copies of your invoice. Please return one copy of the invoice with your payment to Accounts Receivable in the enclosed return-addressed envelope. The other copy of the invoice is for your records. " All payments must be delivered by mail, an alternate postal method, or one of our electronic payment options.
Walk-in payments are no longer accepted at any SCE location, including Accounts Receivable. " Call the Edison company at 1-800-655-4555 to make application for elechical service. o An Edison Inspector must approve all iuiderground systems. Please call your designated inspector 48 hours pnor to constniction to schedule an inspection.
" Final electrical inspection from the local govemmental building and safety deparhnent must be received before we can energize your semce.
" By paying this invoice, mstomer acknowledges and agrees that if this project is canceled by customer for any reason or customer does not proceed with the project completion. " Any expense inciured by SCE, including, but not limited to, expenses related to eng'neering, inspection and constniction, prior to the project cancellation or completion will be deducted from any applicable refiind due to the customer.
" To ensure worker and public safety, please maintain the appropriate clearance distance from utility itnicture dung your constuction project to avoid encroachments that may result in serious injury or damage. " Ifrelocation of existing utility infrastnicture is pending, please adjust your work around the proposed relocation schedule as appropriate. If you have any questions, please contact the designated SCE representative assigned to your project.
$64,723.77
$0.00
TOTAL PROJECT INVOICE AMOUNT: S 64.723.77
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Document # 7590554408i%n EA)jSO# JN}ERNATjONAl" Caei>a+iy Southern Califoniia Edison Company
1924 E CASHDAN STREET
Invoice Date: 05/14/2024C0MPT()N CA Q(122n
SCE Contact: Ezekiel Jordan Seccombe
SOUTH GATE, CITY OF
Telephone:
8650 CALIFORNIA AVE
SOUTH GATE CA 90280
ServiceRequestNumber: 3605142 Project:
Description
Install - Billing Option: SCE INSTALL -
AmouBt
3620 CALIFORNIA AVE SOUTH GATE CA 90280 Invoice # 545076 ADDITIONAL PAYMENT INSTRUCTTONS:
If paying by check, please follow instructions on payment stub Instnictions for wire or ACH payments: JP Morgan Chase Bank New York, NY
ABA#: 021000021- Acct#: 323-394434
SCE Taxpayer ID No. 95-1240335
SCE Contact: Ezekiel Jordan Seccombe
Document #: 7590554408
*** Failure to properly identify your document number and SCE contact may delay the application of funds and initiation of your project
Special Instructions for overnight delivery methods:
Southem California Edison
Attn: Remittance Processing
e.o. 1 Ground Floor, Room G53
2244 Walnut Grove Ave.
Rosemead, CA 91770
Please detach and return payment stub with payment
Payment
Stub
Document # 7590554408
SOUTH GATE, CITaY OF
?leuepaytotalamountnowdue:4
$ 64,723.77
Thank you for paying promptly
Make check payable to Southern California Edison
ATTN: Remittance Processing
Pa Box 800
8650 CALIFORNIA AYE
SOUTH GATE CA 90280
Rosemead, CA 91771-001
t
215
Item No. 11
.lijN 'i ?tl?f!
City of South Gate
CITY COUNCIL
FILED
Z'@(!' AeENDA IBI[LL
Department Director:
For the Regular Meeting off June 11, 2024
Originating Department: Administrative Services
City Manager:
R Houston
SUBJECT: ANNUAL ST ATEMENT OF INVESTMENT POLICY
PURPOSE: To obtain approval by the City Council of the City's Annual Statement of Investment Policy. California Government Code Section 53646 requires staff to annually submit the City's Statement of Investment Policy to the City Council.
RECOMMENDED ACTION: The City Council will consider adopting the City's Annual Statement of Investment Policy.
FISCAL IMPACT: None.
ANALYSIS: None.
BACKGROUND: California Governrnent Code Section 53646 reqriires the City Council to annually adopt an investment policy. This policy was written and adopted in December 2004, and affirmed each year thereafter.
The City's investment policy continues to be very conservative, authorizing only those investments provided for in the Government Code. The policy requires diversification of the City's investments, with no maturity exceeding five years, and all brokers must be pre-screened before investing any of the City's funds.
ATTACHMENT: A. Statement of Investment Policy
l
216
Attachment A
ST ATEMENT OF INVESTMENT POLICY
POLICY
It is the policy of the City of South Gate, referred to as "City," to invest public funds in a prudent manner which will provide, in the following order: 1) the highest level of safety of funds, 2) liquidity of funds in order that daily cash flow demands are met, and 3) that the yield or investment return be maximized, all while conforming to all laws of the State of California regarding the investment of public funds.
In accordance with Section 53646 of the Government Code, the Director of Administrative Services, hereafter referred to as "Director", will annually render to the City Council a Statement of Investment Policy. The Director, City Treasurer, City Manager and the City Council Finance Committee shall review the policy on an annual basis for submission and approval by the City Council.
DELEGATION OF AUTHORI1Y
The City Council, consistent with Government Code Section 53601, has retained investment authority and is ultimately responsible for all investment decisions. The authority for administration of the City's investment program is vested with the Director as a general extension of the powers and duties of the Director pursuant to Chapter 1.08 of the South Gate Municipal code, and further, pursuant to the City Council action of February 25, 1997. As administrator of the City"s financial program, the Director is assigned full discretionary management of the City's investments and shall report directly to the City Council. The appointment of the Director as administrator of the City's investment program shall be annually reviewed by the City Council pursuant to the City's statement of investment policy. In the absence of the Director of Administrative Services, the City Council delegates the City Manager as administrator.
SCOPE
The Director is authorized to invest the City's funds in accordance with California Government Code Sections 16429.1 and 53601 et seq. This investment policy applies to all financial assets of the City. These funds are accounted for in the Annual Comprehensive Financial Report (ACFR), which includes the following fund types:
@ General Fund
@ Special Revenue
* Debt Service
@ Capital Projects
@ Enterprise
* Internal Services
* Trust and Agency
* Any new fund created by the legislative body, unless specificallyexempted.
I
217
All monies entrusted to the Director will be pooled in the portfolio except for the employee's retirement funds which are administered separately, and the proceeds of certain debt issues which are managed and invested by trustees appointed under indenture agreements.
PRUDENCE
According to Section 53600.3 of the California Government Code, the governing body, or persons authorized to make investment decisions on behalf ofthe local agency, are trustees and therefore fiduciaries subject to the prudent investor standard. The actions of the Director in the performance of his/her duties as manager of public funds shall be evaluated using the following prudent person standard applied in the context of managing the overall portfolio:
Investments shall be made with judgment and care under circumstances then prevailing, which persons of prudence, discretion, and intelligence exercise in the management of their own affairs, not for speculation but for investment, considering the probable safety of their capital as well as the probable income to be derived.
Investment officers acting in accordance with written procedures and the investment policy exercising due diligence shall be relieved of personal responsibility for an individual security's credit risk or market price changes, provided deviations from expectations are reported in a timely fashion and appropriate action is taken to control adverse developments.
OBJECTIVES
In accordance with Section 53600.5 of the Government Code, the primary objectives of the City's investment activities shall be in priorityorder:
A. Safety
Safety of principal is the foremost objective of the investment program. Investments of the City shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The City shall seek to safeguard principal by a careful examination of credit risk and market risk ofindividual investments.
1. Credit Risk - is defined as the risk of loss due to failure of an issuer of a security and shall be mitigated byinvestingin only very safe institutions and by diversifying the fund so that the failure of any one issuer would not unduly harm the City's cash flow.
2. MarketRisk -isdefinedastheriskofmarketvaluefluctuationsduetooverallchanges in the general level of interest rates and shall be mitigated by limiting the weighted average maturity of the City fund to less than fiveyears. 2 218
B. Liquidity
The investment portfolio will remain sufficiently liquid to enable the City to meet all operating expenditure requirements which might be reasonably anticipated. In order to maintain liquidity, the City will develop a laddered investment portfolio with regularly scheduled maturities and invest primarily in securities with active secondary or resale markets.
C. Return on Investment
The City"s investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints and the cash flow characteristics of the portfolio. Whenever possible, consistent with risk limitations and prudentinvestment principles, the City shall make an effort to achieve returns at the market-average rate of returns. The market-average rate of return is defined as the average return on three-month u.s. Treasury Bills or the Local Agency Investment Fund administered by the California State Treasurer. These indices are considered benchmarks for lower risk investment transactions and therefore comprise a minimum standard for the portfolio's rate of return. The investment program shall seek to augment returns above this threshold consistent with risk limitations identified herein and prudent investmentpolicies.
Because the City operates the portfolio passively, the Director applies a buy and hold philosophy to the acquisition and sale ofindividual investments.
SAFEKEEPING AND CUSTODY
A. Delivery vs. Payment
All trades of marketable securities will be executed by delivery vs. payment (DVP) to ensure that securities are deposited in an eligible financial institution prior to release of the City funds.
B. Safekeeping
Securities will be held by an independent third-party custodian selected by the City as evidenced by safekeeping receipts in the City"s name and annually provide a financial report.
C. Internal Controls
The Director is responsible for ensuring compliance with the City's investment policies as well as for establishing systems of internal control to ensure the assets of the City are protected from loss, theft or misuse and to regulate the activities of subordinate staff.
The internal controls structure shall address the following points:
* Control of collusion
* Separationoftransactionauthorityfromaccountingandrecordkeeping 3 219
* Custodial safekeeping
* Avoidance of physical delivery ofsecurities
* Cleardelegationofauthoritytosubordinatestaff
@ Writtenconfirmationoftransactionsforinvestmentsandwiretransfers @ Dual authorizations of wire transfers
* Development of a wire transfer agreement with the lead bank and third-party custodian
Accordingly, the City Council will be assured the portfolio complies with policies and procedures during the annual independent audit by the City's external auditor.
Vll. ETHICS AND CONFLICTS OF INTEREST
Officers and employeesinvolved in the investment process shall refrain from personal business activity that could conflict with proper execution of the investment program, or which could impair their ability to make impartial investment decisions. The Director is required to file annual disclosure statements as required by the Fair Political Practices Commission (EPPC), thus disclosing to the City Clerk any material financial interests in financial institutions that conduct business within this jurisdiction. Officers and employees involved in the investment process shall further disclose any large personal financial investment positions that could be related to the performance of the City investment portfolio.
During the course of the year, if there is an event subject to disclosure that could impair the ability of the Director to make impartial decisions the City Manager will be notified in writing within 10 days.
Vlll AUTHORIZED FINANCIAL DEALERS ANDINSTITUTIONS
Pursuant to the State Code, Section 53601.5, the City shall transact business only with issuers, banks, savings and loans and registered investment securities dealers. The purchase of any investment, other than those purchased directly from the issuer, shall be purchased either from an institution licensed by the State of California as a broker/dealer, as defined in section 25004 of the Corporations code, who is a member of the Financial Industry Regulatory Authority or a member of a Federally regulated securities exchange, a National or State- Chartered Bank, a Federal or State Association (as defined by Section 5102 of the Financial Code), or a brokerage firm designated as a Primary Government Dealer by the Federal Reserve Bank. The Director's staff shall investigate all institutions that wish to do business with the City in order to determine if they are adequately capitalized, make markets in securities appropriate to the City's needs by completing and signing a Broker-Dealer Questionnaire (Appendix A), agree by signing the Broker-Dealer Receipt oflnvestment Policy (Appendix B) to abide by the conditions set forth in the City's Investment Policy and provide a current audited financial statement annually.
The Director will maintain a list of financial institutions authorized to provide investment services to the City, will not give full discretionary authority to external investment managers 4 220
and will not use external investment managers to purchase or sell securities or manage the City's portfolio unless specifically approved by the City Council with a contract signed by the Mayor and City Attorney.
AUTHORIZED AND SUITABLE INVESTMENTS
The State of California Government Code Sections 16429.1 and 53601 et seq., limit the investment vehicles available to local agencies. The City"s Investment Policy further restricts the permitted investments to those listed below:
* State Treasurer's Local Agency Investment Fund (LAIF) - Government Code Section 16429.1 authorizes each local government agency to invest in this investment program administered by the California State Treasurer. Money invested with LAIF is pooled with State money in order to earn the maximum rate of return possible in a manner consistent with sound investmentpractices. There is no percentage limit in this category. * UnitedStatesTreasuryBills,NotesandBondsorthoseforwhichthefullfaithandcreditof the United States are pledged for payment of principal and interest. Purchase of this category shall not exceed five years to maturity. There is no percentage limit in this category.
* Federal Agency or United States government sponsored securities including those issued by or fully guaranteed as to principle and interest by federal agencies or United States government-sponsored enterprises. Obligations in this in this category referred to as "Federal Agencies" include but are not limited to issues by the Government National Mortgage Association, Federal Mortgage Association and Federal Home Loan Mortgage Corporation. There are no restrictions in amount of purchase or percentage ofholdings. * Time Certificates of Deposits - As authorized in Government Code Section 53601 and 53630, Time Certificates of Deposits are fixed term investments which are required to be collateralized from 110% to 150% depending on the specific security pledged as security.
The City shall deposit funds only with financial institutions which operate in California. The Federal Deposit Insurance Corporation (FDIC) must insure these institutions. There are no portfolio limits on the amount or maturity for this type ofinvestment. * Negotiable Certificates of Deposits - As authorized in Government Code Section 53601(i), Negotiable Certificates of Deposit are short-term investments issued by a nationally or state-chartered bank. The FDIC must insure these institutions. Purchases must be for less than S250,000, may not exceed 30% of the portfolio and final maturity may not exceed five (5) years from date of purchase.
* Certificate of Deposit Account Registry System (CDARS) - A private CD placement service that allows local agencies to purchase more than !>250,000 in CDs from a single financial institution (must be a participating institution of CDARS) while still maintaining FDIC insurance coverage. CDARS facilitates the trading of deposits between the California 5 221
institution and other participating institutions in amounts that are less than S250,000 each, so that FDIC coverage is maintained.
* Bankers Acceptances - otherwise known as bills of exchange or tie drafts that are drawn on and accepted by a commercial bank. Purchase of banker's acceptances may not exceed 180 days (six months) maturity or 40% of the agency's portfolio that may be invested.
Moreover, no more than 30% of the City's portfolio may be invested in the banker's acceptances of any commercial bank.
* Commercial Paper - of "prime" quality of the highest ranking or of the highest letter and number rating provided by Moody"s Investors Service, Inc., Standard and Poor's (S&P) or Fitch Financial Services, Inc. (Fitch). The corporation that issues the commercial paper shall be organized and operating within the United States, shall have total assets debt, other than commercial paper that is rated "A" or higher by Moody's, S&P or Fitch. Eligible commercial paper shall have a maximum maturity of 270 days or less and not represent more than 10% of the outstanding paper of an issuing corporation. The City may not invest more than 25% of the portfolio in eligible commercial paper. * Medium-TermNotes-definedasallcorporateanddepositoryinstitutionsdebtsecurities with a maximum remaining maturity of five years or less, issued by corporations organized within the United States or by institutions licensed by the United States or any state and operating within the United States. Notes must be rated category "A" or its equivalent or better by a nationally recognized rating service. No more than 10% of the portfolio may be invested in one bank or corporate name. If rated by more than one rating service, both ratings must meet the minimum credit standards. Purchases of medium-term notes shall not exceed 30% of the agency's portfolio.
* Bond Funds and Money Market Mutual Funds - Shares of beneficial interest issued by diversified management companies investing in the securities and obligations as authorized by the State of State of California Code 53601 and 52630 et seq. Both investments must have assets under management in excess offive hundred million dollars (S500,000,000) and the purchase price may not include any commissions charged by these companies. These types ofinvestments are to be used primarily as overnight or short them sweep accounts for interest and maturities with the City's custodial agent and the City's bank accounts. Companies must haveeither:
1)
2)
The highest ranking or the highest letter and numerical rating provided by not less than two of the nationally recognized rating, or Retained an investment advisor registered or exempt with the Securities and Exchange Commission, with no less than five years of experience investingin:
a) Bond Funds - the securities and obligations authorized by the State Code 53601 a-j inclusive and 1 or m; or
b) Money Market Mutual Funds - money mutual funds.
Investments shall be purchased and sold through a competitive bid/offer process. 6 222
Bids/offers for securities of comparable maturity, credit and liquidity shall be received from at least three financial institutions, when possible.
Where this section specifies a percentage limitation for a particular category of investment, that percentage is applicable only at the date of purchase. Where this section specifies time-specific, that is only applicable at the date of purchase. * According to State of California Code 53601.6, the City may not invest in inverse floaters, range notes or mortgage derived, interest-onlystrips.
COLLATERALIZATION
Pursuant to State Code, Sections 53651-53667, depositories have duties and responsibilities toward public monies on deposit that may differ from their duties relative to nonpublic funds.
California law requires public funds to be collateralized-the depository must secure its public fund accounts by maintaining with the agent of the depository securities having a market value of at least one hundred ten percent (110%) of the value of the public funds accounts (see Government Code Section 53652). If a depository uses mortgage-backed securities as collateral for public funds, the market value of the securities must be at least 150% of the value of the public funds. A waiver may be granted under certain circumstances or to the extent the City funds are insured by the Federal Deposit Insurance Corporation (FDIC).
DIVERSI FICATION
The City will diversify its investments by security type and institution. With the exception of u.s. Treasury securities, federal agency securities, overnight sweep accounts, and authorized pools (LAIFI no more than 20% of the entity's total investment portfolio will be invested in a single security type or 10% in any one corporate or bank issuer.
Xll. MAXIMUM MATURITIES
To the extent possible, the City will attempt to match its investments with anticipated cash flow requirements. Unless matched to a specific cash flow, the City will not directly invest in securities maturing more than five (5) years from the date ofpurchase.
Xlll. POLICY CONSIDERATIONS
Any investment currently held that does not meet the guidelines of this policy shall be exempted from the requirements of this policy. The City Council will be advised of the situation and intended course of action. At maturity or liquidation, such monies shall be reinvested only as provided by this policy.
XIV. REPORTING
Under the provision of Section 53646 of the California Government Code, the Director shall 7 223
render a report to the City Council and the City Manager containing detailed information on all securities, investments and moneys of the City. The report will be submitted on at least a quarterly basis and provided to the City Council within 30 days following the end of the quarter.
The report will contain the following information that is subject to this investment policy:
1) the type ofinvestment, name of the issuer, date of maturity, par and cost in each investment;
2) the weighted average maturity of the investments; 3) any investments, including loans and security lending programs, that are under the management of contracted parties;
4) the market value and source of the valuation to ensure that review ofinvestments in terms of value and price volatility have been performed; 5) a description of the compliance with the statement ofinvestment policy; 6) level of custodial risk; and
7) a statement denoting the City's ability to meet its anticipated expenditure requirements for the next six months.
ATTACHMENTS: A) GLOSSARY
B) APPENDIX A - BROKER-DEALER QUESTIONNAIRE
C) APPENDIX B - BROKER-DEALER RECEIPT OF INVESTMENT POLICY 8 224
GLOSSARY
AGENCY: Federal agency securities.
ASKED: The price at which securities are offered.
BANKERS" ACCEPTANCE (BA): A draft or bill exchange accepted by a bank or trust company. The accepting institution guarantees payment of the bill, as well as the insurer.
BID: The price offered for securities.
BROKER: A broker brings buyers and sellers together for a commission.
COLLATERAL: Securities, evidence of deposit or other property, which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public momes.
CERTIFICATE OF DEPOSIT (CD): A time deposit with a specific maturity evidenced by a certificate.
Certificate of Deposit may be issued in either negotiable or nonnegotiable form. Nonnegotiable certificates cannot be resold in the secondary market and may face penalties for early redemption whereas a negotiable CD may be resold.
CERTIFICATE OF DEPOSIT ACCOUNT REGISTRY SYSTEM (CDARS): A private CD placement service that allows local agencies to purchase more than S250,000 in CDs from a single financial institution (must be a participating institution of CDARS) while still maintaining FDIC insurance coverage. CDARS is currently the only entity providing this service. CDARS facilitates the trading of deposits between the California institution and other participating institutions in amounts that are less than S250,000 each, so that FDIC coverage is maintained.
COUPON: (a) The annual rate of interest that a bond's issuer promises to pay the bondholder on the bond"s face value. (b) A certificate attached to a bond evidencing interest due on a payment date.
DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, buying and selling for his own account.
DEBENTURE: A bond secured only by the general credit of the issuer.
DISCOUNT: The difference between the cost price of a security and its value at maturity when quoted at lower than face value. A security selling below original offering price shortly after sale also is considered to be at a discount.
DISCOUNT SECURITIES: Non-interest bearing money market instruments that are issued at a discount and redeemed at maturity for full value, e.g. US Treasury Bills. 9 225
DIVERSIFICATION: Dividing investment funds among a variety of securities offering independent return.
FEDERAL CREDIT AGENCIES: Agencies of Federal Government set up to supply credit to various classes of institutions and individuals, e.g., S&L's, small business firms, students, farmers, farm cooperatives and exporters.
FEDERAL FUNDS RATE: The rate of interest at which Fed funds are traded. The Federal Reserve through open-market operations currently pegs this rate.
FEDERAL RESERVE SYSTEM: The Central Bank of the United States created by Congress and consisting of a seven Board of Governors in Washington, D.C., 12 Regional Banks and about 5,700 commercial banks that are members of the system.
FEDERAL DEPOSITINSURANCE CORPORATION (FDIC): A federal agency that insures bank deposits, currently up to 5250,000 per deposit.
FEDERAL HOME LOAN BANKS (FHLB): The institutions that regulate lend to savings and loan associations and other institutions. Security holder is protected by the full faith and credit of the U.S.Government. GinnieMaesecuritiesarebackedbyFHA,VAorFMHMmortgages.
LIQUIDITY: A liquid asset is one that can be converted easily and rapidly into cash without a substantial loss of value.
LOCAL AGENCY INVESTMENT FUND (LAIF): The aggregate of all funds from political subdivisions that are placed in the custody of the State Treasurer for investment and reinvestment.
MARKET VALUE: The price at which a security is trading and could presumably be purchased or sold.
MATURITY: The date upon which the principal or stated value of an investment becomes due and payable.
MONEY MARKET: The marketin which short-term debtinstruments (US T-bills, commercial paper, bankers" acceptances, etc.) are issued and traded.
NEGOTIABLE CERTIFICATES OF DEPOSIT: Short-term debt instrument that usually pays interest and is issued by a bank, savings or federal association, state or federal credit union, or state- licensed branch of a foreign bank. Negotiable CDs are traded in a secondary market and are payable upon order to the bearer or initial depositor (investor). Negotiable CDs are insured by FDIC up to !>250,000, but they are not collateralized beyond that amount.
PORTFOLIO: The collection of securities held by an investor.
PRUDENT PERSON RULE: An investment standard. In some states the law requires that a fiduciary, 10 226
such as a trustee, may invest money only in a list of securities selected by the state-the so-called legal list. In other states the trustee may invest in a surety if it is one, which a prudent person of discretion and intelligence who is seeking a reasonable income and preservation of capital would buy.
PRIMARY DEALER: A group of government securities dealers that submit daily reports of market and positions and monthly financial statements to the Federal Reserve Bank of New York and are subject to its informal oversight Primary dealers include Securities and Exchange Commission (SEC) registered securities broker-dealers, banks and a few unregulatedfirms.
RATE OF RETURN: For fixed-rate securities, it is the coupon or contractual dividend rate divided by the purchase price, which is also the current yield.
QUALIFIED PUBLIC DEPOSITORIES: A financial institution which does not claim exemption from the payment of any sales or compensating use or ad valorem taxes under the laws of this state, which has segregated for the benefit of the commission eligible collateral having a value of not less than its maximum liability and which has been approved by the Public Deposit Protection Commission to hold public deposits.
SAFEKEEPING: A service to customers rendered by banks for a fee whereby securities and valuables of all types and descriptions are held in the bank"s vaults for protection.
SECONDARY MARKET: A market for the purchase and sale of outstanding issues following the initial distribution.
SECURITIES & EXCHANGE COMMISSION: Agency created by Congress to protect investors in securities transactions by administering securities legislation.
TREASURY BILLS OR T-BILLS: A non-interest bearing discount security issued by the US Treasury to finance the national debt that mature in one year or less.
TREASURY BOND: Long-term US Treasury securities having initial maturities of more than ten years.
TREASURY NOTES: Intermediate term coupon bearing US Treasury securities issued as direct obligations of the US Government and having initial maturities of from one to ten years.
YIELD: The rate of annual income return on an investment, expressed as a percentage. 11 227
APPENDIX A
1. 2.
Name of Firm
Address
BROKER-DEALER QUESTIONNARE
3. 4.
5. 6.
(Local)
Telephone No. ( )
(National Headquarters)
Telephone No. (
Primary Representative:
Name
Title
Telephone No. (
No. of yrs. In Institutional Sales No. of yrs. In Institutional Sales No. of yrs. with firm No. of yrs. with Firm
Are you a Primary Dealer in u.s. Government Securities? Yes Are you a Broker instead of Dealer, i.e., you DO NOT own positions ofSecurities? No
Yes No
7. What is the net capitalization ofyour Firm?
If you are a depository institution, please provide the following most current certified or audited information:
8. 9.
Tangible, Core, and Risk-Based Capital Ratios
CRA ratinz
What is the date of your firm's fiscalyear-end?
Is your Firm owned by a Holding Company?
capitalization ?
If so, what is its name and net
12 228
10. Please provide your Wiring and Deliveryinstructions.
11. Which of the following instruments are offered regularly by your local desk:
12. T-Bills [ ] Treasury Notes/Bonds [ ] Discount Notes [ ] NCD's Agencies (specify)
BA"s (Domestic) [ ] BA"s (Foreign) [ ] Commercial Paper Medium-Term Notes
Does your Firm specialize in any of the instruments listed above?
13. Please identify your comparable government agency clients in the City of South Gate's geographical area.
14. What reports, confirmation, and other documentation would the Cityreceive?
15. Please include samples of research reports or market information that your firm regularly provides to government agency clients.
16. What precautions are taken by your Firm to protect the interests of the public when dealing with government agencies as investors?
229
17. Have you or your Firm been censored, sanctioned or disciplined by a Regulatory State or Federal Agency for improper or fraudulent activities, related to the sale of securities within the past five years? [ ] Yes [ ] No
18. If yes, please explain.
ig.
20. Attached certified document of your capital adequacy and financial solvency. In addition, an audited financial statement must be provided currently, and within 120 days of your fiscal year- end.
Please indicate the current licenses of the City"s representatives:
Agent License or registration
21. Is your firm a member of FINRA? Does it subscribe to the rules of fairpractice? 14 230
APENDIX B
BROKER-DEALER RECEIPT OF INVESTMENT POLICY
We are in receipt of the City of South Gate's Investment Policy.
We have read the policy and understand the provisions and guidelines of the policy. All salespersons coveringtheCity'saccountwillbemadeawareofthispolicyandwillbedirectedtogiveconsideration to its provisions and constraints in selecting investment opportunities to present to theCity.
SIGNATURES:
Firm Firm
Name Name
Title Title
Date: Date:
After reading and signing this Receipt of Investment Policy, please return with supporting documentation to:
City of South Gate
Director of Administrative Services
8650 California Avenue
South Gate, CA 90280-3075
City of South Gate's Use Only:
Approved: Disapproved: Date:
Signature:
Date notification sent: Sent by:
231
Office of ttie
South Gate City Clerk
Item No. 12
JUN - 6 2024
FILED Ciff of South Gate
71-aO,ts
CITY COUNCIL
ACJENDA JBI[LL
For the Regular Meeting of: June 11, 2024
Originatin ent: Human Resources
DepartmentDirector: City Manager:
,.7072 Rob H
SUBJECT: EXCESS ORKERS' COMPENSATION INSURANCE POLICY WITH
SAFETY NATIONAL CASUALTY CORPORATION
PURPOSE: To renew the City's excess workers' compensation insurance policy with Safety National Casualty Company [Safety National] through Alliant Insurance Services, Incorporated [Alliant].
RECOMMENDED ACTIONS:
a. Approve an excess workers' compensation insurance policy with Safety National, through Alliant for a one-year ternn of July 1, 2024, through July 1, 2025, with a premium in the amount of $197,408.
b. Authorize payment, in the amount of $197,408, to Alliant for the policy issued by Safety National.
c. Authorize the Mayor to execute the "Request to Bind Coverage," "Program Commitment Agreement," or similar contract in a form acceptable to the City Attorney.
FISCAL IMPACT: The insurance premiums, in the amount of $197,408, are paid with General Funds and included in the Fiscal Year 2024/25 Proposed Budget.
ANALYSIS: None.
BACKGROUND: Each year, the City's insurance broker, Alliant, requests quotes on our excess workers' compensation insurance policy, reviews the proposals, and assists the City with finding the best and most cost-effective coverage to meet our needs. For the past three years, staff recommended that the City Council renew the excess workers' compensation insurance policy with Safety National through Alliant.
Only one provider submitted a proposal this year: Safety National Casualty Corporation (Safety National). Safety National offered very competitive Self-Insured Retention (SIR) levels. A Self- Insured Retention (SIR) is an agreed-upon dollar amount in our workers' compensation insurance policy that must be paid before the insurer is obligated to pay for any remaining workers' 1 232
compensation claims. The proposed SIR for this year's proposal is $1,000,000 per Police officer per Occurrence (incident) and $750,000 for all other employees per occurrence (incident).
The annual premium with Safety National increased from the current annual premium of $177,064 to $197,408 ($20,344 increase), almost a 12% increase. The proposed premium is based on the City's loss history and "hard" market conditions, as evidenced by only receiving a single proposal compared to last year, where we received three. In addition, the proposed premium is based on actual and projected City payroll. The Fiscal Year 2023/24 actual payroll was $33,700,705. The projected payroll for The Fiscal Year 2024/25 is $39,279,858. This upward trend in the premium (12%) reflects the upward trend of the City's payroll (1 7%).
Per Alliant, Safety National is an industry leader in W/C insurance. The City has experienced consistent services from this provider for the past four years. Last year's 23/24 premium ($1 77,064) experienced a modest 1.27% increase firom the 22/23 premium ($174,850). However, the 12% increase is primarily due to a substantial increase in the City's payroll.
Staff is recommending to renew with Safety National. Safety National considers this a premium discount for staying with them as an existing customer.
ATTACHMENT: Excess Workers' Compensation Insurance Proposal 2024/25 2 233
CA)
Excess Workers'
Compensation
Insurance Proposal
Presented by Lilian Vanvieldt
Date Presented June 5, 2024
Alliant Insurance Services, Inc.
18100 Von Karman Avenue I Oth Floor
Irvine CA 92612
0 949 756 0271
F 9497562713
CA License No. OC36861
www.alliant.com
234
Table of Contents
Company Profile.................
Alliant Advantage................
Your Service Team.
Named Insured.
Premium Summary
Excess Workers' Compensation Coverage.....
Workers Compensation - California Short-Rate Cancellation Table (10-1 3) Disclosures
NY Regulation 194
Privacy
FATCA: .. 13
Guarantee Funds 14
Claims Reporting:.
Changes and Developments
Certificates / Evidence of Insurance
Flood Disclosure......................................
Optional Coverages..................................
Glossary of Insurance Terms....................
Request to Bind Coverage
14 14
15 Alliant Insurance Services, Inc. l www.alliant.com l CA License No. OC36861 Page 1 235
Company Profile
Alliant provides risk management, insurance, and consulting services to thousands of clients nationwide, delivering tailored products and services engineered to mitigate risk, improve peformance, and promote long-term growth. Our core business includes property and casualty insurance services, middle-market brokerage, employee benefits, and underwriting, each staffed with dedicated industry specialists who understand the unique market dynamics facing their clients.
In addition to our 90-plus year legacy of service and results, Alliant is one of the industry's fastest-growing organizations. As America's 1 0th largest insurance brokerage, we have an active presence in every u.s. market and an extensive arsenal of best-in-class resources and intelligence that moves our clients forward in today's competitive market climate.
Alliant has a broad reach that covers a wide range of industries, including:
Agriculture
Aviation
Construction
Energy and Marine
Environmental
Healthcare
Financial Institutions
Law
Public Entity
Real Estate
Tribal Nations
And many more
Alliant Insurance Services, Inc. l www.alliant.com l CA License No. OC36861 Page 2 236
Alliant Advantage
Alliant Competition
90 years of leadership in meeting the insurance needs of businesses and public entities across the US.
National presence with best-in-class resources and expertise.
Privately owned and operated.
Flat management structure with no bureaucracy, empowering senior leadership to take a hands-on approach to client service that expands the entire lifecycle of the relationship.
A full-service insurance agency that addresses all of your risk and insurance needs, including property, casualty, life, and health.
A diverse team of industry specialists who understand the unique needs of your business.
Considerable buying power through more than 40 insurance carriers, enabling for the delivery of the best coverage at the most competitive pricing State-licensed support staff.
A full-service approach that includes risk management services to help identify hazards and present options.
Workers' compensation insurance claims management at no additional charge.
Alliant Insurance Services, Inc. l www.alliant.com l CA License No. OC36861 Page 3 237
Your Service Team
Lilian Vanvieldt
Executive Vice President
Pamela Dominguez
Vice President
Annie Lee
Assistant Vice President, Account Executive Lead
Richard Lewis
Account Manager
[email protected]
[email protected]
[email protected]
[email protected]
Phone: 949 660 8116
Phone: 602 7071891
Phone: 213.402 0238
Phone: 949 527 9864
Alliant Insurance Services, Inc. l www.alliant.com l CA License No. OC36861 Page 4 238
Named Insured
City of South Gate
NAMED INSURED DISCLOSURE
Name Insured(s) should match State of Incorporation filing. Inform Alliant if there is a difference or change The First Named Insured policy status granted includes certain rights and responsibilities. These responsibilities do not apply to other Named Insureds on the policy. Some examples for First Named Insured status include; (1) being designated to act on behalf of all insureds for making policy changes, (2) receiving of correspondence, (3) distributing claim proceeds, and (4) making premium payments
Are ALL entities listed as named insureds? Coverage is not automatically afforded to all entities unless specifically named. Confirm with your producer and service team that all entities to be protected are on the conect policy. Not all entities may be listed on all policies based on coverage line.
Additional named insured is (1 ) A person or organization, other than the first named insured, identified as an insured in the policy declarations or an addendum to the policy declarations. (2) A person or organization added to a policy after the policy is written with the status of named insured. This entity would have the same rights and responsibilities as an entity named as an insured in the policy declarations (other than those rights and responsibilities reserved to the first named insured).
Applies to Professional Liability, Pollution Liability, Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability policies (this list not all inclusive). Check your Policy language for applicability. These policies provide protection to the Named Insured for claims made against it alleging a covered wrongful act.
Alliant Insurance Services, Inc. l www.alliant.com l CA License No. OC36861 Page 5 239
Premium Summary
Excess Workers Compensation 177,064.00 197,408.00
TOTAL 177,064.00 I 97 408.00
"Includes TRIA premium
Payment Terms
Premium is due within 30 days of policy inception.
Agency Bill
Payment Plan: Annual
Options
None
Alliant Insurance Services, Inc. i www.alliant.com l CA License No. OC36861 Page 6 240
Excess Workers' Compensation Coverage
Standard & Poor's Rating
California Status
:Policy/Coverage Term
Policy #
Safety National Casualty Corporation
A++ (Superior), Financial Size Category:
XV ($2 Billion or greater)
as of November 17, 2022
A+ (Strong) as of September 15, 2022
Admitted
July 1, 2023 to July 1, 2024
SP 4066752
Safety National Casualty Corporation
A++ (Superior), Financial Size Category: XV
(Greater than or Eq illion
as of November 15,
A+ (Strong) as of March 28, 2024
Admitted
July 12024 to July 1, 2025
TBD
Coverage Form
Limits
Workers' Compensation
Employer's Liability
Estimated Annual Payroll
Rate Per $IOO Of Payroll
Self-Insured Retention (SIR)
Specific Excess Workers' Compensation and
Employers' Liability Insurance Agreement -
SPWC-0908-Al
Specific Excess Workers' Compensation and
Employers' Liability Insurance Agreement -
SPWC-0908-Al
Statutory
$ 1,000,000 Per Occurrence and Aggregate
$ 33,700,705
0.5254
Statutory
$ 1,000,000 Per Occurrence and Aggregate
$ 39,552,787
0.4991
750,000 All Other Codes Per Occurrence $
1,000,000 Police Officers Per Occurrence $
750,000 All Other Codes Per Occurrence
1,000,000 Police Officers Per Occurrence
Alliant Insurance Services, Inc. l www.alliant.com I CA License No. OC36861 Page 7 241
Excess Workers' Compensation Coverage - Continued
Present Coverage Proposed Coverage
Endorsement & Exclusions
(including but not limited to)
Total Cost Excluding TRIA
Tota € Cost Including TRIA
Minimum Earned Premium
Policy Auditable
Employers' Liability Per Occurrence &
Aggregate Maximum Limits Of Liability
Terrorism Risk Insurance Program
Reauthorization Act Endorsement
Employers' Liability Maximum Limit and
Aggregate Maximum Limit Of Indemnity
Self-Insured Retention Per Occurrence - Police
Officers & Drivers
California Short Rate Cancellation Provision -
Specific Excess
California Cancellation Provision
Privacy Statement
Not Applicable
$ 177,064.00 Premium
Included TRIA Premium
$ 177,064.00 Total Cost
$ 159,358.00
Yes
Employers' Liability Per Occurrence &
Aggregate Maximum Limits of Liability
Terrorism Risk Insurance Program
Reauthorization Act Endorsement
Employers' Liability Maximum Limit and
Aggregate Maximum Limit of Indemnity
Self-Insured Retention Per Occurrence - Police
Officers & Drivers
California Short Rate Cancellation Provision -
Specific Excess California Mandatory
Endorsement(s), If Applicable
Employers' Liability Per Occurrence &
Aggregate Maximum Limits of Liability -
California - Newly added
Not Applicable
$ 197,408.00 Premium
Included TRIA Premium (0.5%)
$ 197,408.00 TotalCost
$ 177,667.00
Yes
Alliant Insurance Services, Inc. l www.alliant.com l CA License No. OC36861 Page 8 242
Excess Workers' Compensation Coverage Continued
Present Coverage Proposed C6verage
Conditions Additional Services: MAP Client Services This Agreement will include coverage for *
Workers' Compensation loss caused by acts of
terrorism as defined in the Agreement.
Coverage for such losses will still be subject to all terms, definitions, exclusions, and
conditions in the Agreement, & any applicable
federal and/or state laws, rules, or regulations.
Be advised that, under the Terrorism Risk
Insurance Act of 2002 as amended, extended,
and/or re-authorized (the Act), terrorism loses
would be partially reimbursed by the u.s.
Government under a formula established by
the Act. Under this formula, the u.s.
Government would generally reimburse 80% of
covered terrorism losses exceeding a
deductible paid by us. The Act contains $100
billion cap that limits the reimbursement from
the Ll.S. Government as well as from all
insurers. If aggregate insured losses for all
insurers exceed $100 billion, your coverage
may be reduced. The portion of the
EMPLOYER's annual premium attributable to
coverage for losses caused by a certified act of
terrorism is: 0.5%
Additional Services: MAP Client Services
This Agreement will include coverage for
Workers' Compensation loss caused by acts of
terrorism as defined in the Agreement.
Coverage for such losses will still be subject to all terms, definitions, exc!usions, and
conditions in the Agreement, & any applicable
federal and/or state laws, rules, or regulations.
Be advised that, under the Terrorism Risk
Insurance Act of 2002 as amended, extended,
and/or re-authorized (the Act), terrorism loses
would be partially reimbursed by the u.s.
Government under a formula established by
the Act. Llnder this formula, the u.s.
Government would generally reimburse 80% of
covered terrorism losses exceeding a
deductible paid by us. The Act contains $100
billion cap that limits the reimbursement from
the u.s. Government as well as from all
insurers. If aggregate insured losses for all
insurers exceed $100 billion, your coverage
may be reduced. The portion of the
EMPLOYER's annual premium attributable to
coverage for losses caused by a certified act of
tenorism is: 0.5%
The Excess Workers Compensation program
quoted is contingent upon also binding any
other lines quoted with Safety National. Safety
National may consider providing revised or
additional quote options for individual lines of
Alliant Insurance Services, Inc. I www.alliant.com l CA License No. OC36861 Page 9 243
Excess Workers' Compensation Coverage Continued
Present Coverage Proposed Coverage
Conditions - Continued
Quote Valid Until
Binding Conditions
No Longer Applicable
No Longer Applicable
coverage subject to further underwriting review
and approval.
July 1, 2024
A written request to bind coverage
See Disclaimer Page for Important Notices and Acknowledgment Alliant Insurance Services, Inc. l www.alliant.com I CA License No. OC36861 Page 10 244
Workers Compensation California Short-Rate Cancellation Table (10-13) /f a different table is provided within your policy that table will prevail.
If you, the named insured, cancel the policy before its normal expiration date (including by non-payment of premium, failure to timely pay premium, failure to report payroll, etc.) the premium will be short-rated based on the table below. The Final premium will not be less than the minimum premium.
81-83
84-87
88-91
92-94
(3 mos)
33% 201-205
215-218
65%
68%
347-351
352-355
356-360
361-365 (12 mos)
97%
100%
Alliant Insurance Services, Inc. I www.alliant.com l CA License No. OC36861 Page 11 245
Disclosures
This proposal of insurance is provided as a matter of convenience and information only. All information included in this proposal, including but not limited to personal and real property values, locations, operations, products, data, automobile schedules, financial data and loss experience, is based on facts and representations supplied to Alliant Insurance Services, Inc. by you. This proposal does not reflect any independent study or investigation by Alliant Insurance Services, Inc. or its agents and employees.
Please be advised that this proposal is also expressly conditioned on there being no material change in the risk between the date of this proposal and the inception date of the proposed policy (including the occurrence of any claim or notice of circumstances that may give rise to a claim under any policy which the policy being proposed is a renewal or replacement). In the event of such change of risk, the insurer may, at its sole discretion, modify, or withdraw this proposal, whether or not this offer has already been accepted.
This proposal is not confirmation of insurance and does not add to, extend, amend, change, or alter any coverage in any actual policy of insurance you may have. All existing policy terms, conditions, exclusions, and limitations apply. For specific information regarding your insurance coverage, please refer to the policy itself. Alliant Insurance Services, Inc. will not be liable for any claims arising from or related to information included in or omitted from this proposal of insurance.
Alliant embraces a policy of transparency with respect to its compensation from insurance transactions. Details on our compensation policy, including the types of income that Alliant may earn on a placement, are available on our website at www.alliant.com. For a copy of our policy or for any inquiries regarding compensation iSSues pertaining to your account you may also contact us at: Alliant Insurance Services, Inc., Attention: General Counsel, 701 B Street, 6th Floor, San Diego, CA 92101.
Analyzing insurers' over-all performance and financial strength is a task that requires specialized skills and in-depth technical understanding of all aspects of insurance company finances and operations. Insurance brokerages such as Alliant Insurance typically rely upon rating agencies for this type of market analysis. Both A.M. Best and Standard and Poor's have been industry leaders in this area for many decades, utilizing a combination of quantitative and qualitative analysis of the information available in formulating their ratings.
A.M. Best has an extensive database of nearly 6,000 Life/Health, Property Casualty and International companies. You can visit them at www.ambest.com. For additional information regarding insurer financial strength ratings visit Standard and Poor's website at www.standardandpoors.com.
Our goal is to procure insurance for you with underwriters possessing the financial strength to perform. Alliant does not, however, guarantee the solvency of any underwriters with which insurance or reinsurance is placed and maintains no responsibility for any loss or damage arising from the financial failure or insolvency of any insurer. We encourage you to review the publicly available information collected to enable you to make an informed decision to accept or reject a particular underwriter. To learn more about companies doing business in your state, visit the Department of Insurance website for that state.
Alliant Insurance Services, Inc. l www.alliant.com i CA License No. OC36861 Page 12 246
NY Regulation 194
Alliant Insurance Services, Inc. is an insurance producer licensed by the State of New York. Insurance producers are authorized by their license to confer with insurance purchasers about the benefits, terms and conditions of insurance contracts; to offer advice concerning the substantive benefits of particular insurance contracts; to sell insurance; and to obtain insurance for purchasers. The role of the producer in any particular transaction typically involves one or more of these activities.
Compensation will be paid to the producer, based on the insurance contract the producer sells. Depending on the insurer(s) and insurance contract(s) the purchaser selects, compensation will be paid by the insurer(s) selling the insurance contract or by another third party. Such compensation may vary depending on a number of factors, including the insurance contract(s) and the insurer(s) the purchaser selects. In some cases, other factors such as the volume of business a producer provides to an insurer or the profitability of insurance contracts a producer provides to an insurer also may affect compensation
The insurance purchaser may obtain information about compensation expected to be received by the producer based in whole or in part on the sale of insurance to the purchaser, and (if applicable) compensation expected to be received based in whole or in part on any alternative quotes presented to the purchaser by the producer, by requesting such information from the producer.
Privacy
At Alliant, one of our top priorities is making sure that the information we have about you is protected and secure. We value our relationship with you and work hard to preserve your privacy and ensure that your preferences are honored. At the same time, the very nature of our relationship may result in Alliant's collecting or sharing certain types ofinformation about you in order to provide the products and services you expect from us. Please take the time to read our full Privacy Policy posted at www.alliant.com, and contact your Alliant service team should you have any questions.
Other Disclosures / Disclaimers
FATCA:
The Foreign Account Tax Compliance Act (FATCA) requires the notification of certain financial accounts to the United States Internal Revenue Service. Alliant does not provide tax advice so please contact your tax consultant for your obligation regarding FATCA.
Alliant Insurance Services, Inc. i www.alliant.com l CA License No. OC36861 Page 13 247
Other Disclosures / Disclaimers - Continued
Guarantee Funds
Established by law in every state, guaranty funds are maintained by a state's insurance commissioner to protect policyholders in the event that an insurer becomes insolvent or is unable to meet its financial obligations. If your insurance carrier is identified as 'Non-Admitted', your policy is not protected by your state's Guaranty Fund.
Claims Reporting:
Your policy will come with specific claim reporting requirements. Please make sure you understand these obligations. Contact your Alliant Service Team with any questions.
Changes and Developments
It is important that we be advised of any changes in your operations, which may have a bearing on the validity and/or adequacy of your insurance.
The types of changes that concern us include, but are not limited to, those listed below:
Changes in any operations such as expansion to another state, new products, or new applications of existing products.
Travel to any state not previously disclosed.
Permanent operations outside the United States, Canada or Puerto Rico.
Mergers and/or acquisition of new companies and any change in business ownership, including percentages.
Any newly assumed contractual liability, granting of indemnities or hold harmless agreements.
Any changes in existing premises including vacancy, whether temporary or permanent, alterations, demolition, etc. Also, any new premises either purchased, constructed or occupied
Circumstances which may require an increased liability insurance limit.
Any changes in fire or theffl protection such as the installation of or disconnection of sprinkler systems, burglar alarms, etc. This includes any alterations to the system.
Immediate notification of any changes to a scheduled of equipment, property, vehicles, electronic data processing, etc.
Property of yours that is in transit, unless previously discussed and/or currently insured.
Alliant Insurance Services, Inc. l www.alliant.com I CA License No. OC36861 Page 44 248
Other Disclosures / Disclaimers - Continued
Certificates / Evidence of Insurance
A Certificate or Evidence is issued as a matter of information only and confers no rights upon the certificate holder. The certificate does not affirmatively or negatively amend, extend or alter the coverage afforded by a policy, nor does it constitute a contract between the issuing insurer(s), authorized representative, producer or recipient.
You may have signed contracts, leases or other agreements requiring you to provide this evidence. In those agreements, you may assume obligations and/or liability for others (lndemnification, Hold Harmless) and some of the obligations that are not covered by insurance. We recommend that you and your legal counsel review these documents.
In addition to providing a Certificate or Evident of Insurance, you may be required to name your landlord, client or customer on your policy as a loss payee on property insurance or as an additional insured on liability insurance. This is only possible with permission of the insurance company, added by endorsement and, in some cases, an additional premium.
By naming the certificate holder as additional insured, there are consequences to your risks and insurance policy including:
a Your policy limits are now shared with other entities; their claims involvement may reduce or exhaust your aggregate limit. a Your policy may provide higher limits than required by contract; your full limits can be exposed to the additional insured. a There may be conflicts in defense when your insurer has to defend both you and the additional insured. a An additional insured endorsement will most likely not provide notification of cancellation. Some insurance companies use a "blanket" additional insured endorsement that provides coverage automatically when it is required in a written contract. Most insurance companies do not want to be notified of all additional insureds when there is a blanket endorsement on the policy. If a notice of cancellation is required for the additional insured party, you must notify us immediately and we will request an endorsement from your insurance company. There may be an additional premium for adding a notice of cancellation endorsement for an additional insured.
See Request to Bind Coverage page for acknowledgement of a// disclaimers and disclosures.
Alliant Insurance Services, Inc. l www.alliant.com l CA License No. OC36861 Page 15 249
Flood Disclosure
Flooding is a serious threat to both personal and commercial clients. Flooding can happen anywhere, not just zone referred to as high-risk areas (Special Flood Hazard Area). Your Alliant team is ready to explain how it works and the associated costs.
Basic Facts
Congress created the NFIP in 1968 in response to the rising cost of taxpayer-funded disaster relief for flood victims and the increasing amount of damage caused by floods. The NFIP makes federally backed flood insurance available in communities that agree to adopt and enforce floodplain management ordinances to reduce future flood damage. The NFIP is self-supporting for the average historical loss year. This means that unless there is a widespread disaster, operating expenses and flood insurance claims are financed through premiums collected.
Commercial buildings or residential dwellings owned by commercial entities are considered commercial property. All others are residential dwellings The FEMA Summary for Commercial Property and FEMA Standard Summary of Coveraqe provides information on the following:
* Types of Flood Insurance Coverage
What is a Flood- "a General and temporary condition of partial or complete inundation of two or more acres of normally dry land area".
Deductibles - various options to meet your financial needs What is Covered and What is Not
* The valuation of the Property - Actual Cash Value or Replacement Cost Additional Information
* Flood Zones
o https://www.fema.qov/flood-zones
Excess Flood Insurance (contact your Producer for additional information) o Increased limits over the maximum flood limit provided by NFIP FEMA Glossary of Flood Terms
https://www.fema.qov/national-flood-insurance-program/definitions Please indicate your selection:
€ I would like to receive a flood quote
€ I do NOT wish to purchased flood insurance
Signature: Date:
Name Printed / Typed:
Company Name:
Alliant Insurance Services, Inc. l www.alliant.com l CA License No. OC36861 Page 4 6 250
Optional Coverages
The following represents a list of insurance coverages that may not be included in this proposal but are optional and may be available with further underwriting information. This list is not inclusive of all coverages and if you have questions contact your Alliant representative. If you would like addition quotes please check Yes/No across from the coverage below, sign and return.
Target Coverages
Yes No
CRIME
Employee Dishonesty
Computer Fraud
Social Engineering
Increased Limits
€ €
€ €
€ €
€ €
CYBER RISK € €
FLOOD INSURANCE € €
MANAGEMENT LIABILITY
Directors & Officers Liability
Employment Practices Liability
Fiduciary Liability
€ [3
€ €
€ €
UMBRELLA/EXCESS LIABILITY (Increased Liability Limits) € € Selecting the "Reject All or Accept All" option will override any selections you have made above € Reject All
€ Accept All for Consideration
Signature of Authorized Insurance Representative Date Title
Printed / Typed Name
Alliant Insurance Services, Inc. i www.alliant.com l CA License No. OC36861 Page 17 251
Optional Coverages - Continued
Other Coverage Options
Note some of these coverages may be included with limitations or insured elsewhere. This is a partial listing as you may have additional risks not contemplated here which are unique to your organization.
Business Income/Extra Expense
Earthquake
Employed Lawyers
Employee Benefits Liability
Equipment Breakdown
Food Borne Illness
Foreign Insurance
Garagekeepers Liability
Hired Auto Physical Damage
Kidnap & Ransom
Law Enforcement Liability
Media and Publishers Liability
Network Security / Privacy Liability and Internet Media Liability Glossary of Insurance Terms
Non-Owned & Hired Automobile Liability
Pollution Liability
Owned/Non-Owned Aircraft
Owned Watercraft
Professional Liability
Property in Transit
Property of Others (Clients, Employees, Other)
Special Events Liability
Spoilage
Student Accident
Volunteer Accidental Death & Dismemberment (AD&D)
Workers Compensation & Employers Liability
Workplace Violence
Below are links to aSSiSt you in understanding the insurance terms you may find within your insurance coverages:
http://insurancecommunityuniversity.com/university-resources/insurance-qlossary-free https://consumers.ambest.com/content.aspx?rec=26l613
http://www.irmi.com/online/insurance-qlossary/default.aspx Alliant Insurance Services, Inc. l www.alliant.com i CA License No. OC36861 Page 4 8 252
Request to Bind Coverage
City of South Gate
We have reviewed the proposal and agree to the terms and conditions of the coverages presented. We are requesting coverage to be bound as outlined by coverage line below:
Excess Workers' Compensation
SIR $1,000,000 Police Officers / $750,000 all others - Premium $197,408 Did you know that Alliant works with premium financing companies? Are you interested in financing your annual premium? This Authorization to Bind Coverage also acknowledges receipt and review of all disclaimers and disclosures, incjuding exposures used to develop insurance terms, contained within this proposal.
Signature of Authorized Insured Representative Date
Title
Printed/Typed Name
This proposal does not constitute a binder of insurance. Binding is subject to the final carrier approval. The actual terms and conditions of the policy will prevail.
Alliant Insurance Services, Inc. l www.alliant.com l CA License No. OC36861 Page 19 253
Office of the
S)iath Gate Ctt!y Cktk
Item No. 13
juN -% 2024
FaLED
City of South Gate
CITY COUNCIL
3.'ODf)rS
A.(E"'E--};:'>-"],7]JJJ2'a)AE')ffl:LJ[-
City Clerk:
For the Regudar Meeting qf: June 11, 2024
aginating Department: City Manager ge
Rob Houston Rob
SUBJECT: PRESENT CITY COUNCIL STRATEGIC GOALS AND PRIORITY PROJECT LIST
PURPOSE: This item was continued from the Regular City Council Meeting of May 28, 2024. To present the City Council Strategic Goals created.
RECOMMENDED ACTION: Receive Council Strategic Goal List and review proposed priority project list designed to support the City Council Goal list. Approve Council Goals and priority project list to set 2024 priorities.
FISCAL IMPACT: The Council Strategic Goals and associated priority projects do not require additional funding beyond that already proposed in the upcoming 2024-25 budget.
ANALYSIS: The City Council directed the City Manager to organize a Strategic Planning Workshop to develop a Strategic Plan. The purpose of this effort is to provide a focus on the most important goals that the City Council has for the Community to guide City Staff in what they should focus on.
BACKGROUND: The City Council, City Manager, City Attorney, and Department Heads met on March 28'h, 2024, at the Azelea room to hold a Strategic Planning session. This meeting was facilitated by consultant Jacob Green. Jacob Green conducted one-on-one interviews with City Council members and the City Manager prior to the workshop to help shape the agenda of the day.
The workshop included a discussion on the origins of the City Council - City Manager form of government, best practices in City governance, and the importance of setting priority goals to focus organizational effort.
Priority Goals - By the conclusion of the workshop the Council had developed a priority goal list that contained six core goals, each with several sub points to describe the specifics of the goal.
This list is attached and contains the following top six goal areas. * Public Safety
* Fiscal Sustainability
* Infrastructure
* Community Outreach and Engagement
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* Community/Economic Development and Horising
* Organizational Excellence
Over the course of the coming year the city will be ensuring these goals are top of mind and prioritized when determining how to allocate staffing resources.
Priority Projects - The City Manager and Department Heads reviewed the Council priority goal list and after discussion created a priority project list that creates specific projects with assigned staff and milestone deliverable dates to focus efforts and provide results. These projects are focused on furthering the goals set by the City Council. With limited staffing resources the list provides a realistic assignment of staffing resources with proposed timelines for deliverables that staff feel are achievable.
The proposed list is presented for City Council review and approval. If approved staff will work on these projects and provide updates as outlined in the attached project list. The City Manager will provide a regular update to the City Council on project progress and provide a presentation on that progress at Council meetings each quarter.
ATTACHMENTS: A. City Council Strategic Goal List for 2024/25 B. Proposed Priority Project List
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Ctty of
South
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GOALS
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Goal 1: Public Safety
1.1 Maintain positive connections with
the community.
Goal 2: Fiscal Sustainability
2.1 Focus City efforts on creating fiscal
strength, efficiency, and sustainability.
2.2 Advocate for funding for City services
and capital improvement needs.
www.CityOfSouthGate.org
257
Goal 3: Infrastructure
3.1 Improve the maintenance and
modernization of City roadways.
3.2 Address City traffic challenges and
signalization improvements.
3.3 Continue to monitor the completion of
the Urban Orchard, a new park adjacent
to the LA River.
3.4 Streamline and accelerate the
engineering and development process.
3.5 Continue conversion of streetlights to
new technologies (LED/Solar).
3.6 Increase public parking options
(easements, permitting, Tweedy).
3.7 Support the construction and
surrounding development of the East Los
Angeles Community College - South Gate
Campus construction and opening
scheduled for 2025.
Goal 4: Community Outreach &
Engagement
4.1 Improve City's social media strategy and
engagement efforts.
4.2 Enhance the City's public image and
overall brand.
4.3 Continue to engage local school districts
to ensure our children are receiving the
best educational opportunities that will
prepare them for tomorrow's challenges.
4.4 Build engagement strategies that focus
on youth and seniors.
4.5 Continue to lobby federal and state
legislators on bills that impact the
community and oppose all efforts to
reduce local control.
4.6 Work with other Southeast communities
to support the SELA Cultural Arts Center
Project.
6S6ffthGate
www.CityOfSouthGate.org
s
258
Goal 5: Community/Economic
Development & Housing
5.1 Explore enforcement and beautification
options for vacant land/parcels.
5.2 Explore additional opportunities to
support business growth and workforce
development.
5.3 Explore policies that promote the
improvement of residential and
commercial property.
5.4 Increase the availability of affordable
housing opportunities for the community,
including student and senior housing.
Goal 6: Organizational Excellence
6.1 Invest in City workforce culture and staff
professional development.
6.2 Implement recruitment and retention
strategies.
6.3 Implement the City's adopted vision
statement and strategic plan goals.
6.4 Streamline interdepartmental
collaboration, coordination, and
comm u nication.
6.5 Support methods to improve the use of
technology to improve the effectiveness
and efficiency of City services.
City of
South
(,ate-
www.CityOfSouthGate.org
259
2024-25 Strategic Priority Project List
Public Safety
Maintain positive connections with the community.
Fiscal Sustainability
FOCUS City EFFORTS On creating fiSCal strength, efficiency, and sustainability.
Advocate for funding for city services and capital improvement needs.
Strategic Goal Team Lead Team Members Detail When
Refine 5 year forecast - Present to Council Wendy Rob Revise Forecast and present at Budget Hearings Week of June 11 Research and develop options to address Landscape-Lighting DeTicit Wendy Rob, Art, Gladys Work with Consultant to develop options to address current $1.5 Million shortfall June - lulv Wendy Rob, Art, Gladys Present options to City Council lot discussion September Pursue grant funding to modemize State Street to enhance safety, expand bike and pedestrian access and fix the street.
AJt Gladis, Ashford
Submit grant applications to the Highway Safety Improvement Program and the Active Transportation F'rogram to modernize State Streetto enhance safety, expand bike and pedestrian access and address issues of deferred maintenance.
Dates pending
Infrastructure
Improve the maintenance and modernization of City roadways.
Address Citytraffic challenges and signalization improvements.
Increase public parking options (easements, permitting, Tweedy).
Continue conversion of streetlights to new technologies (LED/Solar).
Streamline and accelerate the engineering and development process.
Suppoit the construction and sunounding development of the East Los Angeles Community College - South Gate Campus Construction and opening scheduled forthe 2025.
Continue to monitor the completion of the llrban Orchard, a new park adjacent to the LA River.
Strategic Goal Team Lead Team Members Detail When
Complete construction ofTweedy Mile Complete Streets Phasel Muro Construction bidding and issue RFP lot construction management services May to lune 2024 Awand a construction contract and a construction management contract June 2024 CC Meeting Construction July 2024 ro July 2025
Complete construction of the Lkban Orchard Prolect Artu ro Secure approvals ol Post Closure Land Use Plan & Report ol Findings of Phase II Work Plan from the LA County Solid Waste Division Approvals May to August 2024
Complete design and construction documents. May to June 2024 Complete soil import & construction of Workplan oT Interim Control Measures. May of 2024 Construction bidding and issue RFP Toy construction management services lune to July 2024 Award a consttucjion contract and a construction management contract August 2024 CC Meeting Construction September !o January 2025
Improve Development Focused Information
Ari - Meredith
Enhance Information available including - Add webpage, handouts, and flow charts to provide information on the Public Works and Community DevelopmenI review processes, plan check process, reivew schedules, and design standards.
November of2024
Art - Metedith
Community Development and Public Works review meeting to enhance the development review processes.
June through August 2024
Ari - Meredith
Review and propose implementing best practice recommendations including those provided in HDL Development Review Report
September ol 2024
Prepare Stieet Light Conversion Altematives Analysis for upgiading to LEDlSolat Art Complete study May o+2[)24 Present options to City Council lot discussion. August O{ 2024%l 260
Community Outreach & Engagement
Build engagement strategies that focus on youth and seniors.
Improve City's social media strategy and engagement efforts.
Enhance the City's public tmage and overall brand.
Work with other Southeast communities to support the SELA Cultural Arts Cenfer PrOleCt.
Continue to engage local school districts to ensure our children are receivmg the best educational opportunities that will prepare them for tomorrow's challenges.
Strategic Goal Team Lead Team Members Detail When
Develop Citywide Communication Calendar with City Team Giselle Giselle, Gerry, Leti Develop a Citywit)e Communication Schetlule to lay out what communication points will be developed during each Week Of the 7eaT. ThiS Shall combine informational pieces. eVent updates, recruitment, City culture posts, and educational spots on how the City works.
Calendar developed by June 2024
Create Student Govemment Day opportunity for High School Students Giselle Giselle, Lety,
Department Heads
Develop a Student Govemment Day event for high school students to participate and engage with local government employees. Students can job shadow Department Heads and participate in a mock council meeting.
Fall 2024
Enhance the City's public image and overall brand Giselle City Staff Implement brand standards for employees. Coordinate and plan campaigns to present mformation and ensure efforks are focused, consistent, recogruzable, and results-driven.
Purchase branded giveaways for community events.
Brand standards developed August 2024
Organizational Excellence
Implement recruitment and retention strategies.
Streamline interdepartmental collaboration, coordination, and communication.
Support methods to improve the use of technology to improve the effectiveness and efficiency or city services.
Implement the City's adopted vision statement and strategic plan goals.
Invest in City workforce culture and staff professional development.
Strategic Goal Team Lead Team Members Detail When
Present List of Recommended Strategic Goals at May 28th CC meeting Rob DH's Complete list and presentto Public and CC May 28th CC meeting Provide Quarterly updates at CC meetings of Strajegic Goal Progress Rob DH's Quarterly Llpdate of list highlighting several Goals Sept, Jan, April Research and Develop Retention Strategies Jon DH's Research Retention strategies toy DH review August Develop expanded ERC calendar of events for City staff and implement those events Steve ERC Have each ERC Representative surveytheir departmentfoi new programs & events. June Sjeve ERC Firm up new calendar of events with ERC including Open House and Staff picnic July Steve ERC Confirm FiscalYearBudgetwith CM June
Steve ERC Implement ERC events with the help of each Department All Year Work with CCLB for job training in Parks & other areas that lead to FT Jobs Steve Meredith Implement Califomians FOTAII Grant July 261
Oiiice ol l'fe
'3QtJtll Gate City C!erk
Item No. 14
JUN - b 202%
FILED City ofSouth Gate
,,30,, CITYCOUNCIL
AGENIDA BULL
For the Regular Meeting of: June 11, 2024
Originating Depaitment: Community Development
DepartmentDirector:, 'ldl Manager:
/k a r ug4 Rob Houston
SUBJECT: CITY OF SOUTH GATE ADU PROGRAM
PURPOSE: The City of South Gate ADU Program will help the City streamline and facilitate the production of Accessory Dwelling Units by providing residents with permit ready and Garage conversion plan sets, workshops, and one on one homeowner support.
RECOMMENDED ACTIONS: Following the conclusion of the Report, the City Council will consider:
a. To receive and file.
FISCAL IMPACT: This program is funded by the Department of Housing & Community Development Local Early Action Plan (LEAP) Grant. There is no impact to the General Fund.
ANALYSIS: The City of Soutli Gate ADU Program will lielp increase the mimber of safe, accessible, and affordable new construction of ADU's and Garage Conversions. The City selected the arcliitecture and planning fiitn Office of Office and Restore Neighborliood LA to prepare tlie ADU plans and outreach materials in Englisli and Spanish. This program will lielp the City meet its strategic plan goals and create easy and accessible liousing options for residents.
The City will assist property owners who are interested in constructing an ADU or converting a garage or portion of a house into an ADU but are hesitant due to a general lack of knowledge and familiarity with the zoning and building codes, and the development permitting process. The City will provide, plan options for Accessory Dwelling Units (ADU) to choose from, thereby saving the property owner the cost of plans and a shorter permitting process. The ADU plans will include one Permit Ready plan set for brand new construction of a 410 sq ft., one-bedroom, one bath ADU and three Standard Plans for Garage Conversion ADUs ranging from 400 to 600 sq ft.
The City will provide bilingual marketing materials and an ADU guide that can be used in a public outreach campaigns and workshops to educate and inform the public of the City's ADU program. The guide will contain the architectural and construction plans, a clearly labeled permitting flowchart, and a new ADU Application Form. These materials are intended to prepare interested residents from the plan check process to permit issuance.
The City will also provide technical support by helping interested homeowners complete an intake form at engagement events with their property information to receive a feasibility assessment and get l
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on the right path to building their ADU. A small number of residents with the ability to conveit their garage into an ADU will receive one-on one technical assistance and suppoit using a garage conversion standard plan to take the project to permitting.
The goals of the ADU Program:
Legalize illegally converted structures to safe habitable units; Educate homeowners about ADUs;
Cut or eliminate design cost for the homeowners;
Expedite the permitting approval process;
Increase Section 8 housing supply; and
Increase Section 8 Lease-ups.
ATTACHIVIENTS: A. City of Sor'itli Gate ADU presentation B. Permit Ready Plan
C. Standard Plans for Garage Conversion
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resentation for City Counci
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* Overview of ADU Programs
* ADU Program Plan Sets
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* Engagement Strategy
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Overview of
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ADU Plan Sets
As part of the City's ADU Program,
homeowners have the option of selecting an - - "='-"""-a= ADU plan that has pre-designed elements, ':-:;:li' - ==-. ""-.'-"'-6" -' -y.. ,. "- saving potential builders money and time. '- 7i7:!,i _'lp -'l-_.t.-,,"')'.t 2'l ' " - I ;_,,',-' , i J " ff', _3 . __. _ _ _ ___ -The two plan sets that the City is directly =< . , _, _ - :{., ' supporting homeowners with are:
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From this baseline research, ADU unit plans '-aa . '-T:I ;"1""" 6-" ' and styles were developed in alignment with I-l_,'ff_" '! ,e SouthGateneighborhoodcharacter. ' "a ' 13o'
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Capturrng your
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The goal of the Engagement Strategy is to develop a offordo"lehousingdevelopment comprehensive system that educates, promotes,
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March April May June July Post-July
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2. Finish first round of engagement
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2. Receive approval irom City one-on-one support Lessons Learned Memo Council to begin outreach
- -- - - - Plans go through Plan Check - Support 10T City Council - Support for community - Support on - Clarity on any _ Feedback on engage ment mater'ials package engagement evems (t-4) homeowner site visits materials OTand feasibility presentations needed assessments For City stakeholders to
close out the contract
-.1.. . = - - - - -5/8:SGEngagement -V5:Event#1 -TBD:SGEngagement Meeting#3 Meeting#5
_ - - . - 6/12: Event #2
- 5/15. Submit package to
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- 5/28: City Council Meeting - 6/25' E'a"'#4
- TBD: SG Engagement Maeting #4
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Exam le En a ement: Earth D Communi Outreach Eventt7pg g a7 * Tabled at Earth Day event on 4/20
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June5 Junel2 JuneTBD* JuneTBD*
6-7.'30pm 6-7:3Clpm 6-7:30pm 6-7:30pm
Banquet Roorn rit Soutli Gcire Par'k Banquet Room at South Gate Park Br_riqur_r Roorn at South Gcrte Park Brir-iquet Room at Sourii Gcite Pork i'i
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Event#1:TownHall-Style Event*2:TownHall-Style Event#3:Interactive Event#4:Interactive Event with Breakout Groups Event with Breakout Groups Workshop with City Workshop with City - "Introduction to ADUs" - "Introduction to ADUs" Depar'men's Depar'menfs Presentation Presentation -Opportunityforhomeowners -Opportunityforhomeowners interestedinADUstochatwith interestedinADUstochatwith
- TWO Breakout groups [0 - TWO BreakoUt groups 1:O representatives from relevant representatives from relevant d!SCuSS Perm![-ReaCh/ADU d!SCuSS Perm!'C-Read)/ADU departments departments Plans and Garage Conversion Plans and Garage Conversion Standard Plans Standard Plans
Goals: Goals: Goals: Goals:
- 50 attendees - 50 attendees - 25 attendees - 25 attendees - 25 people complete ADU - 25 people complete ADU - 2 city departments in - 2 city departments in intakeform intakeTorm attendance attendance
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One-On-One Planne €l Support Program
Greatest potential
for affordable
housing development
Interested homeowners will complete an intake form at isC,pt.,.ri enaaaement events with their orooertv information on Garage Conversions
Are Safely Permitted
tIQi[S '\'_ [r_
g __J - - - - - - - l- - - l- - - - j - - - - - - - - -' - ' - " - " site to get feasibility assessment, get recommended ,; PaIl': One-On-One
Homeowner Support
* Use traditional planning process for newADU, (,arOge,_onVe,;On * Use the permit-ready plan for new ADU build, or "'n'm'o" Direct Follow Up W/ Homeowners
%',
Triaging rhe 64"J or
ADU permrts [ho[ are
gOraCle CO!!%erSIOnS I
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Pathway to Garage
Conversion
I "ltis-feasib!etobuilcll"
* USe a garage conversion stanOam plan. 4 I
A small number of residents (-5) with the ability to convert their garage into an ADU will receive one-on- one technical assistance and support for using a garage conversion standard plan to take the project to permittinq.
Garage Converstion Program
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ina e ivera es
u comes
Products and Reporting to
Close Out the Project
288
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Products
* Memo(s) for the City on community engagement
best practices, summary of creation and
implementation of the South Gate ADU program
* Short ADU guide for residents
* Informational community engagement collateral a., ,. %. %
on ADUs to be used in future outreach , '., ,,,. ,,,,, .% * Content for the South Gate website )'-,. "'..":.;,s=,', ' - ... ,. ,,-___ '-: "' :- ",' y-"-% 4; -
,,s7k ai%a,'e>,.::"S% ' /" """
0 0nl!ne webform far !ntake Of homeowners "15f'l'+mrrnys+iabysi,i'%, a,.,)..q.. /' .i' / . %"'% i}' interested in ADUs X' ,a,>' ]:E;1$'- _<$ i/o X"-Th'.;- . %_ a-. - a--.-_..- % .x ->{,.'s,,% /'-. , '-.,:_, %'a%_ -
/
* Content for social media
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ROOM AREA CALCULATION
FL00R PLAN NOTES
ELECTRICA NOTES
LEGEND
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KtJlJlVI AKljl / , , . 'i i /"\rtacnmentL 1 0rs!ii Add 11 -D to [he Extemr Wrdth I /-% ./) I % /)/1
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LI I Y Uh :'LILI I H (_iA I t_
NAME AREA
BATH 50 SF
'-"-"-"="=r ) " r '3F,,=Ea'iE',H':-:::r
GARAGE CONVERSION
ADU ST ANDARD PLAN
I
ENTRY 24 SF
KITCHEN 128 SF
( a-a. . . a. . _ . _ .. _ _ _ _ _ _ 'i, X ( 3 rrOITI P rap en7 Llln I ) Ix=a====x=-
The applrcan+ ("applicanta:) has requestedTOTAL ROOM AREA '-€ EEEE't'
' 11 ' - O"
t)-l'CALCuLATEDTOFACEOFFINISH '.. !l' - n" 11AW nl P 41 _ Q I I Q Q I _ QI I . S - - 'a'= a --' a 5
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documen(s'9 a[ [he property indicated
below By agreerng [o use these
cons[mcfion documents the applrcan[
agrees 70 release, hold harmless. and
indemnrfy khe Clay of South Gate, r[s
alehtad riMriah hffireire omnlhvoae onrl
t t r'- -__________-_l
SHEET NOTES
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A. FIRERATEDWALLS-PROVIDEI-
HR FIRE RATED WALL WHEN
BUILDING IS LOCATED LESS THAN
5 FEET FROM THE PROPERTY LINE.
B. DIMENSIONS-ALLDIMENSIONS&
GRIDLINES ARE TO FACE OF STUD. [a':',::l1Si:::,:l:::Slli I
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archRec[s who prepared [he conskuc[ion
documents from any and all clarms.
Irabrlr[res, suits, and demands on account
of injury, damage, or loss [o persons or
orooertv includrno miurv death. orL. 51 KIIL I UKAL - FKAMIN(5 ANLI
FOUNDATION SHOWN ARE FOR
REFERENCE ONLY.
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NOTES
I1. +a_l-l<l(_ik_KAlOH
2. SLIDE-IN 24" RANGE WITH HOOD k'a% a.liI 1€
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VENTILATION PER MANUF SPECS
3 LINE OF CABINET ABOVE
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5. SHOWER WITH SURROUND
6 VANITY&SINK
7 TOILFT 'II!
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Name
8. PROVIDE WASHER/DRYER CENTER
G) TA'N'eF:S"'S'WX'T"F'R'l;'E"AaE% I
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Address
10. OPTIONALPARTITIONWALL
11 I INF nF tF1 QAFIAIJ F0nTPF)INT I " @] " I ENTRY I I " " H
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CONVERSION OF I
SINGLE CAR GARAGE I
VVI NEW ADDITION I
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'S THRESHOLD, 4" MIN
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FLOOR PLAN
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292
ROOM AREA
Attachment C 2 of 3
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%
CITY OF SOUTH GATE
NAME AREA
GARAGE CONVERSION
ADU ST ANDARD PLAN
BATH 50 SF
ENTRY 24 SF
KITCHEN 128 SF
BEDROOM
The applrcant (applrcan[J has reques(ed
the use of the Cr[y of South Gage Garage
Conversron Accessory Dwellrng Unr[
(ADU) Standard Plans ('conskuc[ron
documents') a[ the properly indrca[ed
below. By agreeing [o use these
cons(ruc[ion documents [he applrcant
agrees [o release, hold harmless, and
rndemnrfy the CHy of Soulh Gate, r[s
elected officrals, officers, employees and
agents, and [he engrneers andlor
oyhffeirie iuhi' iireiiiirad lha ri'ine+rnrtihn
LMNG ROOM
TOT AL ROOM AREA
"CALCuLATED TO FACE OF FINISH
y"x._ """ffiffi)'_-_ 'T" .l#:i:'.,A'F=:::::li
SHEET NOTES
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A FIRERATEDWALLS-PROVIDEI-
HR FIRE RATED WALL WHEN f--------S---------------------------' k---------] r r, L_L __ S I 111
BUILDING IS LOCATED LESS THAN
5 FEET FROM THE PROPERTY LINE.
B. DIMENSIONS - ALL DIMENSIONS &
GRIDLINES ARE TO FACE OF STUD
C. STRUCTURAL - FRAMING AND
FOUNDATION SHOWN ARE FOR
REFERENCE ONLY. [======-Q
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documents from any and all claims,
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of injury, damage, or loss [o persons or
property, including rn)ury, death, or
economrc losses, ansing out of the use of
these conskuc[ron documents
iPROJECT ADDRESS I
NOTES I I
1,1 il I li I " "u4 " 4'- ' M -aL!- 'i I I
12: ;j'D'E'-"IS:'to"'NGE WITH HOOD I 02 ' I
RI_IJ
10 l: I I :: ill /' J I I-('j I i
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OWNER INFORMATION I
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SPACE PER MANUF SPECS
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CONVERSION OF I
SINGLE CAR GARAGE I
VVI NEW ADDITION I
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l MIN SETBACK
TO PROP. LINE
17_' - 0"12' - a", , 3' - 0 , ," l_ I '
LEGEND
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Gt DOOR NUMBER
@ WALL TYPE
Cff WINDOWTYPE
'A THRESHOLD, 4" MIN
l' MIN CLR 'a' 16' - O" ' L
FLOOR PLAN
Al .0 ,,_
I FLOOR PLAN 3/1 6" = 1 '-O"
293
ROOM AREA
Attachment C 3 of 3
y""S C "/""g==:==-=- =, u
CITY OF SOUTH GATE
NAME AREA
GARAGE CONVERSION
ADU ST ANDARD PLAN
BATH 34 SF
PORCH 124 SF
KITCHEN
LMNG/SLEEPING
The applrcant (aapplrcanr:) has requested
[he use of the Cr[y of South Gage Garage
Conversion Accessory Dwelling Unit
TOTAL ROOM AREA
1 "CALCLIL_ATED TO FACE OF FINISH
' EEEEFS
, 7a _ 6 , u" 2' _ 6 , u" 8' - O" MIN CLR ,1
%PllJIJj altlllutllu rlelll-) I IjJll(llll&lllJll
documen[s'9 at the property indrca[ed
below. By agreerng [o use [hese
construction documerds [he applrcan+
I aarees [o release. hold harmless. andI SHEET NOTES 4 _,,ts"Lts" H H rl ,ir ._L'8II______l_L_____11_____________________lq
I ,,J
rndemnrfy [he Cr[y of So+rth Gage,' tfs
elected officrals, officers, employees and
agents, and [he engrneers andlor
archr[ec[s who prepared [he conskuc[ion
documerds from any and all clarms,
liabrlr[res, suits, and demands on accoun(
of rn)ury, damage, or loss [o persons or
A. FIRERATEDWALLS-PROVIDEI-
HR FIRE RATED WALL WHEN
BUILDING IS LOCATED LESS THAN
5 FEET FROM THE PROPERTY LINE.
B. DIMENSIONS-ALLDIMENSIONS&
r ,t
"y ,,
V
I
I
Ic' REFERENCEONLY.
STRUCTURAL - FRAMING AND
FOUNDATION SHOWN ARE FOR
[':':J,=I::Hf,:::i'\
I 41 I
I N
i -% A I _ BA -a
!, _J_)_, IE"==E'=3=="'€;'="-l:
;i
(e -[ Ir"i l
I PROJECT ADDRESS
NOTES
I ' "\ i
alI i!! 1'- ' Mil
I
12: Srl'D'E'alS:'F:NGE WITH HOOD I '1
I
l' a ,' II I LlVlNclSt,t3EPlNG l'.;,lI =,l
i ABOVE. PROVIDE ELECTRICAL AND
Vi%%§%:;::ANUF SPECS
4 KITCHEN ISL_AND
5. SHOWER WITH SURROUND
6 VANITY&SINK
i
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III
l:
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l:
"Hl I -SF ,.1.
ll KITCHEN M ='
Wl SF M
i li
ili ii II "i ,e,,,,
OWNER INFORMATION
Name
8. PROVIDE WASHERjDRYER CENTER
SPACE PER MANUF SPECS
l: S i #' I <'D+
Address
10. OPTIONALPARTITIONWALL
l' ! / 1. L S I Ill:lI 1. Ll Y (_ IJ r I C l ()PM(> (: r lj IJ I r rl IIN I i i l I l" I d
l I li i I
rv D2 1-4-
Phone
S '
I : 1 -=-= ,l -=-= J -=-= 11
Email
:
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PORCH I
124SF I
CONVERSION OF
SINGLE CAR GARAGE
IAI/ klClA/ A rlrllTlnkl
LEGEND
Gt DOOR NUMBER
@ WALL TYPE
(3) WINDOWTYPE
% THRESHOLD, 4" MIN
l' i i n I V V I IN ( V V ?l LJ LJ I I 111111
' > 'i
: 1
I -
L Q
FLOOR PL_AN
AI.O,
1 ' FLOOR PLAN 1 /4" = 1 '-O"
294
apChkLst
05/22/2024
Office of the
South Gate City Clerk
WARRANT REGISTER FOR COUNCIL MEETING 6/1 I /2024
JUN -5 2'41r-()0€tN FinalCheckList
9:03:26AM FILED CITYOFSOUTHGATE
PARTI
Page: I
Bank : botw BANK OF THE WEST
Check# Date Vendor Invoice
105971 5/23/2024 00000437 AFLAC Ben331189
Voucher:
105972 5/23/2024 QC)12107 CALIFORNIASTATE DISBURSEM(Ben33ll93 Voucher:
105973 5/23/2024 00002138 FRANCHISETAXBOARD Ben331191 Voucher:
3 checks in this report.
Inv Date Description
5/23/2024 AMERICAN FAMILY LIFE INS.. PA
5/23/2024 CA STATE DISB. UNIT: PAYMENT
5/23/2024 GARNISHMENT - FRANCHISE TA
Amount Paid
280.88
529.37
400.00
Check Total
280.88
529.37
400.00
Sub total for BANK OF THE WEST: 1,210.25
Grand Total All Checks: 1,210.25
Page: 1
295
WARRANT REGISTER FOR COUNCIL MEETING 6/'1 I /2024 PART Ill apChkLst
OS/29/2024 9:23:30AM
Final Check List
CITY OF SOUTH GATE
Page: 1
Bank : botw BANK OF THE WEST
Check # Date Vendor
105981 5/29/2024 0010875 ALFREDODELATORRE
Voucher:
105982 5/29/2024 0014408 BIO-ONEOFORANGE
Voucher:
105983 5/29/2024 00004934 GASCOMPANY
Voucher:
105984 5/29/2024 0007720 MRISOFTWARE,LLC.
Voucher:
105985 5/29/2024 00004865 SOCALIFEDISON
Voucher:
5 checks in this report.
Invoice Inv Date
8125/8125B 5/17/2023
13021127 2/8/2024
083 407 6536 4 05 5/21 /2024
MR1US1840830 1/31/2024
MRlUSi588453 5/28/2024
05/28/2024 5/28/2024
Description
CONFIRMING Pa. TERMITE SVC.
HOMELESS ENCAMPMENT REM
BILLING PRD- 4/18/24-5/17/24
5/1/2024-4/30/2025 - ANNUAL REr
5/1/2023-4/30/2024 - ANNUAL Ra'
BILLING PERIOID - APRIL-MAY 2(
Amount Paid
15,846.51
5,620.00
18.85 27,817.63
2,279.79
8,795.5i
Sub total for BANK OF THE WES T:
Grand Total All Checks:
Check Total
15,846.51
5,620.00
18.85 30,097.42
8,795.51
60,378.29
60,378.29
Page: 4
296
WARRANT REGISTER FOR COUNCIL MEETING 6/'1 I /2024 PART II apChkLst
05/22/2024 9:42:22AM
Final Check List
CITY OF SOUTH GATE
Page: 1
Bank : botw BANK OF THE WEST
Check # Date Vendor
105974 5/22/2024 0010237
Voucher:
105975 5/22/2024 00004934
Voucher:
105976 5/22/2024 00004934
Voucher:
105977 5/22/2024 00004869
Voucher:
105978 5/22/2024 00004869
Voucher:
105979 5/22/2024 0014558
Voucher:
105980 5/22/2024 00004865
Voucher:
Invoice Inv Date Description
FRONTIERCOMMUNICATIONS 209-057-1084-05/: 5/i/2024 ACCT#209-057-1084-051106-5-11 GAS COMPANY 115 800 9600 3 05 5/13/2024
113 798 0353 6 05 5/1 3/2024
189 300 9500 7-OE 5/16/2024
186100 7200 3 05 5/1 3/2024
049 200 7902 9 05 5/1 4/2024
094 300 7500 3 05 5/15/2024
i 26 300 96001 05 5/1 3/2024
GAS COMPANY 013 900 7300 3 05 5/1 3/2024
045 400 7300 6 05 5/i 3/2024
GOLDEN STATE WATER COMPAN33744100000 - 04. 5/10/2024 GOLDEN STATE WATER COMPAN537 441 00008 - 04, 5/i 4/2024 637 44100007 - 04, 5/1 4/2024
KIDS KAN INC 240022 5/'15/2024
BILLING PRD- 04/10/24-05/09/24
BILLING PRD- 04/10/24-05/09/24
BILLING PRD- 04/15/24-05/1 4/24
BILLING PRD- 04/10/24-05/09/24
BILLING PRD- 04/11/24-05/10/24
BILLING PRD- 04/12/24-05/13/24
BILLING PRD- 04/10/24-05/09/24
BILLING PRD- 04/1 0/24-05/09/24
BILLING PRD- 04/10/24-05/09/24
BILLING PRD- 04/03/24 -05/02/24
BILLING PRD- 04/02/24 -05/02/24
BILLING PRD- 04/02/24 -05/02/24
SPEAKER FEE FOR MULTI DEPT
SO CALIF EDISON 05/21 /24 5/21/2024 BILLINGPERIOD-APRIL-MAY20 Amount Paid
42.57 5,394.46
5,375.72
1 ,496.28
2 32.62
111.93
50.00 14.30
769.61
24.99 246.57
244.58
244.58
4,800.00
13,787.54
Sub total for BANK OF THE WEST:
Check Total
42.57 12,675.31
794.60
246.57
489. 16
4,800.00
13,787.54
32,835.75
7 checks in this report. Grand Total A}} Checks: 32,835.75 Page: I
297
WARRANT REGISTER FOR COUNCIL MEETING 6/11/2024 PART IV apChkLst
05/30/2024 10:02:18AM
Final Check List
CITY OF SOUTH GATE
Page: 1
Bank : botw BANK OF THE WEST
Check # Date Vendor
105986 6/11/2024 00003971
Voucher:
105987 6/11/2024 00004372
Voucher:
105988 6/11/2024 0011059
Voucher:
105989 6/11/2024 00000185
Voucher:
105990 6/11/2024 0011577
Voucher:
105991 6/11/2024 0012563
Voucher:
105992 6/11/2024 00003692
Voucher:
105993 6/11/2024 0010207
Voucher:
105994 6/11/2024 00004559
Voucher:
105995 6/11/2024 0010615
Voucher:
105996 6/11/2024 0011929
Voucher:
105997 6/11/2024 0013985
Voucher:
105998 6/11/2024 0011469
Voucher:
Invoice
ADMINSURE INC. 17013
AIRGAS USA, LLC 9144800340
9148044325
gi 47545530
9148224441
91 47545529
86486
85436
ALL CITY MANAGEMENT SERVIC193165
ALESHIRE & WY'NDER, LLP
ALL PHASE ELECTRIC SUPPLY CO946-1091511
0946-1086026
0946-1 088350
ALTAMED HEALTH SERVICES, CC110686-2024-04
AT&T MOBILITY
Inv Date Descrmtion
5/15/2024 JUNE2024-WORKCOMPCLAlu
i2/6/2023
3/1 9/2024
3/4/2024
3/25/2024
3/4/2024
5/17/2024
4 /1 9/2024
5 /1 /2024
5/23/2024
3 /7 /2024
4 /1 8/2024
4/26/2024
287288333867XO!! 5/2/2024
DISTRIBUTATION OF SPECIALTY
INVENTORY Pa/ SAFETY SUPPL
INVENTORY Pa/ SAFETY SUPPL
INVENTORY Pa/ SAFETY SUPPL
INVENTORY PO/ SAFETY SUPPL
THRU 4/30/24 - SPECIALIZED LE(
THRU 3/31/2024 - SPECIALIZED L
4/1 4124-4127124 - FY 2023-2024 CF
INVENTORY Pa/ LAMPS
SERIES HIGH VOLTAGE STREET
STREET LIGHT TRAFFIC CABLEE
ARPA SLFRF FUNDS TO IMPLEM
5/3/2024-6/i /2024 - ACCT# 287281
BANNER BANK UOL-LAE-05
BAY ACTUARIAL CONSULTANTS 2030
BEARCOM 5723244
5723242
5723248
5723239
5723246
BENNETT-BOWEN & LIGHTHOUS3029609
3029550
3029725
23-3024-1
23-3024-2
CALIFORNIA DENTAL NETWORK, MAR 2024
APR 2024
BOA ARCHITECTURE
2/10/2024 URBAN ORCHARD INTERIM COIS
5/20/2024 5/6/24 - WORKERS COMP ACTUA
5/1 /2024
5/i /2024
5/i /2024
5/1/2024
5/i /2024
4/1 /2024
3/28/2024
4 /8/2024
3 /6/2024
4 /30/2024
3/21 /2024
4 /21/2024
MAY 2024 - ANNUAL MAINTENAN
05/01 /24-05/31 /24 - ANNUAL MAlTh
MAY 2024 - ANNUAL MAINTENAN
,MAY 2024 - ANNUAL MAlNTENAi
MAY 2024 - ANNUAL MAINTENAN
INVENTORY Pa/ SAFETY SUPPL
INVENTORY Pa/ SAFETY' SUPPL
INVENTORY Pa/ SAFETY SUPPL
THRU 7/12/23-12/31/23 - BOY SC(
THRU 1 /1/24-4/30/24 - BOY SCOI
MAR 2024: HMO PAYMENT
APR 2024: HMO PAYMENT
Amount Paid
9,789.00
3al6.91
s<o.gi
1 ,514.62
2 70.46
81.06 1,895.80
4,862.50
31 ,021 .02
926.54
3,984.83
606.38
37,229.69
1 ,770.56
6,270.00
4,750.00
348.21
1 ,940.76
2 05.51
3 42.88
2,479.56
843.25
246.g6
604.39
23,460.00
22,040.00
565.61
181.88
Check Totar
9,789.00
2,723.96
6,758.30
31 ,021 .02
5,517.75
37,229.69
1 ,770.56
6,270.00
4,750.00
5,316.92
i,694.60
45,500.00
747.49
Page: '1
298
apChkLSt
05/30/2024 10:02:18AM
Final Check List
CITY OF SOUTH GATE
Page: 2
Bank : botw BANK OF THE WEST (Continued)
Check # Date Vendor
105999 6/11/2024 0012980
Voucher:
106000 6/11/2024 0005622
Voucher:
106001 6/11/2024 0011708
Voucher:
106002 6/11/2024 0011922
Voucher:
106003 6/11/2024 0014159
Voucher:
106004 6/iU2024 00000314
Voucher:
106005 6/11/2024 00000178
Voucher:
106006 6/11/2024 0013734
Voucher:
106007 6/11/2024 0013810
Voucher:
106008 6/11/2024 00000619
Voucher:
106009 6/11/2024 0013187
Voucher:
106010 6/11/2024 0013912
Voucher:
106011 6/11/2024 00002026
Voucher:
Invoice Inv Date Description
CHARTER COMMUNICATIONS
CLARK SEIF CLARK, INC.
0490384042724 4/27/2024
0044267042724 4/27/2024
10830840105012!1 5/1/2024
087997 4042924 5/29/2024
075535 4/30/2024
LUNCHROOM- YARD ACCT# 8441
APR 2024 # 8448 20 899 0044267
ACCT# 108308401 - 5/1/24-5/31/2-
ACCT# 8448 30 017 0879974 - 4/2
4/11/24-4/25/24 - SOUTH GATE P(
CLIENTFIRSTTECHNOLOGY, CO116692
CONCENTRA MEDICAL CENTERS83052094
82910181
82977908
CRAIG COMMUNICATIONS INC. 312080
DAPEER ROSENBLIT & LIT\/AK LL23012
23013
CA55524
CA55528
CA54797
DONALD CHRISTOPHER LACHEFSGPD 2024-013
DAVE BANG ASSOCIATES INC
EXECUTIVE MANAGEMENT, SEC124-271
FALCON FUELS, INC. 71152
71381
71193
FAST 5 SOUTH GATE 9, LLC 7209
FAST DEER BUS CHARTER, INC. 10543
10526
i0468
10452
10351
FEDERAL EXPRESS CORPORATI 8-488-80133
8-481-50347
4/30/2024 APR 2024 -ENTERPRISE RESOU
5/8/2024
4 /25/2024
5 /1 /2024
5/1 /2024
4/30/2024
4/30/2024
3/5/2024
3/6/2024
11 /i 5/2023
4/21/2024
5/1/24-5/7/24 - MEDICAL SERVICE
4/18/24 - MEDICAL SERVICES FO
4/25/24-4/30/24 -MEDICAL SERVII
THRU 4/30/24 - CRAIG COMMUN!
THRU 4/30/24 - SPECIALIZED LE(
THRU 4/30/24 - SPECIALIZED LE(
REPLACEMENT PARTS FOR PLA
REPLACEMENT SLIDE AT NORTt
REPLACEMENT TRANSFER STEI
PROFESSIONAL SERVICES FOR
5/12/2024 4/21-5/4/24-SECURITYSERVICE
5/2/2024
5/9/2024
5/2/2024
4/30/2024
5/1 0/2024
5/9/2024
5/4/2024
5/3/2024
4 /26/2024
5/3/2024
4/26/2024
REGULAR UNLD 10% ETH, ACCT
RD 95 CLEAR DSL, ACCT# 1657-(
RD 95 CLEAR DSL, ACCT# 1657-(
APR 2024 CAR WASH SRVS (39
BUS RENTALS FOR DEPARTMEl'r
BUS RENTALS FOR DEPARTMEh
BUS RENTALS FOR DEPARTMErl
BUS RENTALS FOR DEPARTMETh
BUS RENTALS FOR DEPARTMEh
FED EX SHIPPING
FED EX SHIPPING
Amount Paid
147.36
322.90
890.31
i29.98
17,174.56
1 ,726.25
762.00
87.00 1 ,257.00
2 ,447.50
I ,660.50
122.50
12,560.48
8,952.18
2,960.16
i,400.00
5,040.00
6,198.82
4,255.48
4,142.58
322.00
4,151.50
2,622.00
I ,638.75
1 ,748.00
2 ,185.00
3 6.10
218.64
Check Total
1 ,490.55
17,174.56
1,726.25
2,106.00
2,447.50
1 ,783.00
24,472.82
i,400.00
5,040.00
14,596.88
322.00
12,345.25
254.74
Page:2
299
apChkLst
05/30/2024 10:02:18AM
Final Check List
CITY OF SOUTH GATE
Page: 3
Bank : botw BANK OF THE WEST (Continued)
Check # Date Vendor
106012 6/1U2024 0008331
Voucher:
106013 6/11/2024 0010237
Voucher:
Invoice
FORENSIC NURSE RESPONSE T104-20-24
Inv Date Description
5/1/2024 SARTEXAMSCASE2403829
FRONTIER COMMUNICATIONS 562-197-1130-040 5/5/2024 ACCT# 562-197-1130-04012al-5: 5, Amount Paid
1 ,890.00
581.08
Check Total
1 ,890.00
581.08
Page:3
300
Check Total
apChkLst
05/30/2024 10:02:18AM
Final Check List
CITY OF SOUTH GATE
Page: 4
Bank : botw BANK OF THE WEST (Continued)
Check # Date Vendor Invoice Inv Date Description Amount Paid 106014 6/11/2024 0013758
Voucher:
106015 6/11/2024 0005303
Voucher:
FROST BROWN TODD LLP
FULLER ENGINEERING INC
0449785
0449765
0449799
0449788
0449796
0449849
0449856
0449873
0449790
0449877
0449844
0449764
0449770
0449867
0449777
0449869
0449883
0449748
0449784
0449846
0449780
0449778
0449789
0449763
0449797
0449779
0449798
0449742
0449768
0449787
0449767
0449858
0449758
150972
150942
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
4/30/2024 LEGAL SRVS - 03/3
/2024 RE: CC
/2024 RE: CC
/2024 RE: SC
/2024 RE: E\/
/2024 RE: CC
/2024 RE: BC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: TU
/2024 RE: CC
/2024 RE: CC
/2024 RE: AT
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: GE
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
/2024 RE: CC
5/2/2024 CHEMICALS SUPPLIES FOR Pa(
4/26/2024 71012 LATE FEE
2 ,380.00
3 ,108.00
159.38
192.25
7,333.50
3,247.50
3 ,824.01
64.00 4 42.00
4,299.40
133.00
3 ,072.00
4 ,567.40
10,035.40
10,438.00
2,089.50
4,884.00
4,212.00
7,208.00
2 ,356.00
160.00
3 ,296.00
148.14
37,011.11
2,643.50
9,843.10
4,209.00
680.00
11,154.00
2 ,346.00
3 80.68
4 ,480.64
5 38.00
908.48
i8.12
150,935.51
926.60
Page:4
301
apChkLst
05/30/2024 10:02:18AM
Final Check List
CITY OF SOUTH GATE
Page: 5
Bank : botw BANK OF THE WEST (Continued)
Check # Date Vendor
106016 6/11/2024 0014475
Voucher:
106017 6/11/2024 0013098
Voucher:
106018 6/11/2024 00000268
Voucher:
106019 6/11/2024 00000430
Voucher:
106020 6/11/2024 00003387
Voucher:
106021 6/11/2024 0007294
Voucher:
106022 6/11/2024 0014aH4
Voucher:
106023 6/11/2024 0013889
Voucher:
106024 6/11/2024 0011575
Voucher:
106025 6/11/2024 0008224
Voucher:
106026 6/11/2024 00003356
Voucher:
106027 6/11/2024 00000170
Voucher:
Invoice
GORDON & REES LLP 21563254
GREEN'S DRY CLEANING & LAU(S539220
HOME DEPOT CREDIT SERV1CES7372238
0352719
9372402
9340429
8363371
5340407
6372425
2360005
3372455
JOHN L. HUNTER AND ASSOClATSG1UORi2403
SGIWI 2403
SG1MS412403
223054KNORR SYSTEMS, INC.
KOA CORPORATION
LEE & RO, INC
JC3ffl410
JC26068-7
KAJC26068-9
KAJC26068-8
"1249/05
MALLORY SAFETY & SUPPLY LLC5893656
MERCHANTS BUILDING 801304
MIKE RAAHAUGE SHOOTING EN'l953
Inv Date Description
4/25/2024 THRU3/31/2024-SPECIALIZEDL
4/30/2024 APRIL2024-JAILCLEANINGOF
4 /1 9/2024
5/6/2024
5/7/2024
5/7/2024
4 /1 8/2024
5 /4/2024
5/1 0/2024
5/1 4/2024
5/1 3/2024
4/30/2024
4/30/2024
4/30/2024
1/3/2024
5/7 /2024
6 /30/2023
4/28/2024
4 /30/2024
5 /1 4/2024
5/9/2024
ELECTRICAL SUPPLIES
MISC SUPPLIES
MISC SUPPLIES
MISC SUPPLIES
ELECTRICAL SUPPLIES
MISC SUPPLIES
MISC SUPPLIES
MISC SUPPLIES
MISC SUPPLIES
UOR PROGRAM SERVICES THR(
IW PROGRAM SERVICES THROL
NPDES PROGRAMS SERVICES 1
ANNUAL PREVENTATIVE MAINTE
2/24-4/26/24 - STREET LIGHTS IU
5/27-6/30/23 - NSPECTION SERVI
8/27-9/29/23 - INSPECTION SERV
8/1/24-8/25/23 - INSPECTION SEF
3/30/24-4/26/24 - SEWER SYSTBI
INVENTORY Pa/ SHOVELS
4/30/2024 APR 2024 - MBM- ANNUAL JANIT
MISC - LIABILITY CLAIMS
MISC - PKS & REC REFUND
5/1 /2024
INFANTE CLAIM 5/15/2024
66951859WOOD( 5/4/2024
4/24/24 - RANGE RENTAL - FIREA
LIABILITY CLAIM# 23-106-40 SET
REFUND OF DEPOSIT AFTER EV
Amount Paid
17,528.50
300.00
99.70 163.66
128.63
53.78 188.86
89.87 415.09
69.2i
277.70
i,338.50
5,892.50
8,797.00
10,343.26
4,97 4.90
2,058.00
4,508.00
4,320.00
35,380.20
1 ,559.60
26,126.10
450.00
300.00
660.00
Check Total
17,528.50
300.00
1,486.50
16,028.00
10,343.26
15,860.90
35,380.20
1 ,559.60
26,126.10
450.00
300.00
660.00
Page: 5
302
apChkLst
05/30/2024 10:02:18AM
Final Check List
CITY OF SOUTH GATE
Page: 6
Bank : botw BANK OF THE WEST (Continued)
Check # Date Vendor
106028 6/11/2024 00003458
Voucher:
106029 6/11/2024 00003458
Voucher:
106030 6/11/2024 00003458
Voucher:
106031 6/1U2024 0009426
Voucher:
106032 6/1U2024 0009990
Voucher:
MISC - PUBLIC WORKS
Invoice InvDate Description AmountPaid
747225-Guerra 9/16/2023 NEWWATER SERVICE INSTALL/) 899.51 MISC - PUBLIC WORKS 765075-Guevara 1U4/2023 NEWWATER SERVICE INSTALLA 818.66 MISC - PUBLIC WORKS 75731 2-Flores 12/2/2023 NEWWATER SERVICE INSTALL) 724.27 MV CHENG & ASSOCIATES, INC. 4/30/2024B
4/30/2024G
NATURE'SSELECTPETFOOD 181010
5/6/2024
5/8/2024
4/9/2024
APR 2024 AS NEEDED PROFESS
APR 2024 - PURCHASING OFFICI
FOOD FOR K-9 MILO/VEGA
14,280.00
8,662.50
126.71
Check Total
899.51
818.66
724.27
22,942.50
i26.71
Page:6
303
apChkLst
05/30/2024 10:02:18AM
Final Check List
CITY OF SOUTH GATE
Page: 7
Bank : botw BANK OF THE WEST
Check # Date Vendor
106034 6/11/2024 00001414 0FFICEDEPOT
Voucher:
(Continued)
Invoice
36190488000
35985770500
35985770800
35988362800
36223160900
36294981700
360510136001
360510658001
360510661001
36051066300
35993717100
36379786100
36487078400
35672929800
35673428500
36501 463200
36192796900
35848907 4001
3584961670C11
362273707001
362153568001
362726419001
362726897001
362778142001
362778142002
362780677001
359320582001
359320946001
359320948001
361916617001
363697334001
360332860001
36037327000'l
360629858001
359849777001
Inv Date Description
CREDIT INV# 355959377001
4/15/2024 0FFICE SUPPLIES
4/2/2024 0FFICE SUPPLIES
4/ 2/2024 0FFICE SUPPLIES
4/ 7/2024 0FFICE SUPPLIES
4/ 1/2024 0FFICE SUPPLIES
4/ 0/2024 MANUAL SWEEPER
4/ 0/2024 0FFICE SUPPLIES
4/ 0/2024 0FFICE SUPPLIES
4/ 0/2024 0FFICE SUPPLIES
4/2/2024 0FFICE SUPPLIES
4/18/2024 ELECTION SUPPLIES
4/24/2024 0FFICE SUPPLIES
4/4/2024 WEBCAM
4/4/2024 0FFICE SUPPLIES
4/26/2024 0FFICE SUPPLIES
4/iU2024 0FFICE SUPPLIES
4/2/2024 0FFICE SUPPLIES
4/3/2024 0FFICE SUPPLIES
4/11/2024 0FFICE SUPPLIES
4/4/2024 TONER
4/23/2024 KEYBOARD
4/24/2024 0FFICE SUPPLIES
4/16/2024 0FFICE SUPPLIES
4/17/2024 LYSOL
4/15/2024 LYSOL
4/9/2024 TONER
4/9/2024 TONER
4/10/2024 TONER
4/16/2024 0FFICE SUPPLIES
4/1/2024 0FFICE SUPPLIES
4/3/2024 0FFICE SUPPLIES
4/4/2024 0FFICE SUPPLIES
4/1/2024 HPLASERJETALLINONEPRINT
4/2/2024 0FFICE SUPPLIES
Amount Paid
-202.53
40.78 1.66
22.04 84.20
79.04 44.44
17.19 128.93
55.10 78.23
467.77
165.43
32.40 64.71
187.30
i07.23
191.48
154.31
131.77
970.80
55.1i
6.60 346.89
11.26 40.89
373.42
273.79
155.22
156.22
93.34 109.35
24.55 770.65
66.03 Check Total
Page: 7
304
apChkLst
05/30/2024 10:0218AM
Final Check List
CITY OF SOUTH GATE
Page: 8
Bank : botw BANK OF THE WEST
Check # Date Vendor
(Continued)
106035 6/11/2024 0013563
Voucher:
106036 6/11/2024 0007984
Voucher:
106037 6/11/2024 00004694
Voucher:
106038 6/11/2024 0009511
Voucher:
106039 6/11/2024 00004713
Voucher:
106040 6/11/2024 0012870
Voucher:
106041 6/11/2024 0011257
Voucher:
106042 6/1U2024 0013797
Voucher:
106043 6/11/2024 0014459
Voucher:
106044 6/11/2024 00003720
Voucher:
106045 6/11/2024 0010624
Voucher:
106046 6ffl/2024 0013659
OFFICE OF: OFFICE CORP.
Invoice
359857702001
359857703001
359827091002
364867204001
364876576001
359873099001
359868083001
2408
Inv Date Descrmtion
4/2/2024 0FFICE SUPPLIES
4/2/2024 0FFICE SUPPLIES
4/1/2024 0FFICESUPPLIES
4/23/2024 INVENTORY Pa/ DISH SOAP
4/23/2024 INVENTORY Pa/ DISH SOAP
4/2/2024 0FFICE SUPPLIES
4 /5/2024 0FFICE SUPPLIES
5/8/2024 APR 2024 - ADU MANAGEMENT F
O'REILLY AUTO PARTS 3063-166009
3063-165311
3063-165507
3063-i 65350
3063-165506
PARAMOUNT UNIFIED SCHOOL [:CSG-050224
PD:PRADO FAMILY SHOOTING Rj6997
7017
PE1TY CASH- PARKS & REC.DEP4/30/24-5/20/24
5/1 4/2024
5/9/2024
5/1 0/2024
5/9/2024
5/1 0/2024
5/1 4/2024
AUTO PARTS
GROUNDS PARTS
GROUNDS PARTS
GROUNDS PARTS
GROUNDS PARTS
NATIONAL DAY OF PRAYER BRE
5/5/2024 5/3/24- RANGE RENTAL -
5/19/2024 5/14/24-RANGERENTAL-FIREA
4/29/2024 4/30/24-5/20/24 - PEm CASH
PK:BIBRIESCADEARELLANO,MMBSPRINGO524-15/14/2024 STEPAEROBICSCLASSES MBSPRINGO524 5/14/2024 STEPAEROBICSCLASSES
PK: GUILMETTE, ROBERT RGSPRINGO524 5/15/2024 YOGACLASSES PK: MANRIQUEZ, EYVAR EMSPR1NGO524 5/14/2024 MUAYTHAI CONDITIONING PK:RANGEL,VIOLETAISAVEL MSSPRINGO524 5/14/2024 ADULTEXERCISECLASSES-4/1 PK:RODRIGUEZ,BEATRIZEJ 68851458 5/14/2024 0VEREASY4/1/24-4/29/24 PK:SANCHEZ,MARIBEL MSSPR1NGO524 5/14/2024 ZUMBA
PK:SANCHEZ,ROCIO RSSPR1NGO524 5/14/2024 ZUMBACLASSES Amount Paid
44.95 626.98
34.42 4"l7.E17
141.63
160.4i
840.08
9,599.80
253.34
255.87
39.77 6.60
469.46
1 ,537.99
450.00
450.00
280.77
397.50
450.00
1,oso.oo
315.00
207.50
64.67 197.00
1 ,062.00
Check Total
7,57'i.94
9,599.80
1 ,025.04
1 ,537.99
900.00
280.77
847.50
1,080.00
315.00
207.50
64.67 197.00
1 ,062.00
Voucher:
Page: 8
305
apChkLst
05/30/2024 10:02:18AM
Final Check List
CITY OF SOUTH GATE
Page: 9
Bank : botw BANK OF THE WEST (Continued)
Check# Date Vendor Invoice InvDate
106047 6/11/2024 0013796 PK:YOGAWITHVANESA VJSPRINGO524 5/14/2024 Voucher:
106048 6/1'l/2024 0011466 PRINCIPALLIFEINSURANCECO.MAR2024 2/28/2024 Voucher:
106049 6/11/2024 0005368 PRINTCODIRECT 85784 4/11/2024 Voucher: 85845 5/20/2024
85836 5/20/2024
106050 6/11/2024 00004055 PROFORCELAWENFORCEMEN1548635 5/7/2024 Voucher:
106051 6/11/2024 00001322 PVPCOMMUNICATIONSINC. 134262-1 2/9/2024 Voucher:
106052 6/11/2024 0012784 R&RINDUSTRIES,INC 665201 3/12/2024 Voucher:
106053 6/11/2024 00000416 RAPID-O-PRINT 29765 "11/30/2023 Voucher: 31071 5/14/2024
106054 6/11/2024 0013627 REDWINGBRANDSOFAMERICA20240510109693 5/10/2024 Voucher:
106055 6/11/2024 0011545 RELX,INC. 143al080-202404314/30/2024 Voucher:
106056 6/11/2024 00003963 RESOURCE BUILDING MATER1AL3809791 5/24/2024 Voucher:
106057 6/11/2024 00000322 SAM'SCLUB 001354 4/30/2024 Voucher:
106058 6/11/2024 0010623 SECTRANSECURITYINC. 24050592 5/10/2024 Voucher:
106059 6/11/2024 00004834 SECURITYSIGNALDEVICESSYSS-01124441 4/24/2024 Voucher: S-01121367 3/1/2024
S-01120303 2/14/2024
S-01124249 4/22/2024
106060 6/1 1 /2024 0014563 SELARZ LAW CORP. HEREDIA, MARIA 5/22/2024 Voucher:
106061 6/11/2024 0013538 STACYMEDICALCENTER 2452-53859 4/18/2024 Voucher:
106062 6/1U2024 0013585 STERICYLE,INC. 8007034382 4/30/2024 Voucher:
Description
ADULT YOGA
MAR 2024: PREMIUM
500 LETTERHEAD
PRINTS SETS FOR CAPITAL IMPI
PRINTS SETS FOR CAPITAL IMPI
DEF 4385 BELT AMMO CADDY 4C
EQUIPMENT INSTALLAT10N TO F
RAIN JACKETS FOR INVENTORY
INVENTORY PO/ NO PARKING Sl
VEHICLE AND VENDING STICKEI
SAFETY FOOTI/VEAR PROVIDER
APR 2024 - MONTHLY SUBSCRIP
INVENTORY Pa/CONCRETE
FOOD, SNACK'S AND DRINKS FC
MAY 2024 -SECTRAN - ARMORE[
CMC CTR MODIFY PROGRAMM
CITY HALL PANRL PROGRAMMlTh
CITY HALL PANEL PROGRAMMlh
CITY HALL PANEL PROGRAMMlh
PAYMENT PER SETTLEMENT AG
3/6/24-4/8/24 - MEDICAL SERVICE
APR 2024 - SHREDDING DOCUM
Amount Paid
350.00
7,142.72
385.88
915.08
i32.30
329.92
300.00
629.29
1 ,896.30
2 ,044.04
238.13
1 ,450.00
1 ,385.68
205.89
402.82
189.00
189.00
i89.00
189.00
35,000.00
860.00
120.64
Check Total
350.00
7,142.72
1 ,433.26
329.92
300.00
629.29
3,940.34
238. 13
1 ,450.00
1 ,385.68
205.89
402.82
756.00
35,000.00
860.00
120.64
Page: 9
306
apChkLst
05/30/2024 10:02:18AM
Final Check List
CITY OF SOUTH GATE
Page: 10
Bank : botw BANK OF THE WEST (Continued)
Check # Date Vendor
106063 6/11/2024 00002639
Voucher:
106064 6/11/2024 0013656
Voucher:
106065 6/1U2024 0014015
Voucher:
106066 6/11/2024 00003851
Voucher:
106067 6/11/2024 0012020
Voucher:
106068 6/11/2024 00000637
Voucher:
106069 6/11/2024 0014047
Voucher:
106070 6/'11/2024 0012565
Voucher:
'106071 6/11/2024 0010265
Voucher:
106072 6/11/2024 0014497
Voucher:
106073 6/11/2024 0014465
Voucher:
106074 6/11/2024 00002634
Voucher:
106075 6/11/2024 0011064
Voucher:
106076 6/1U2024 00004423
Voucher:
106077 6/11/2024 00002593
Voucher:
106078 6/11/2024 0007584
Voucher:
Invoice
STRADLING YOCCA CARLSON &,406031
SUPERIOR VISION INSURANCE, 1803087
810076
TERRAREALTY ADVISORS, INC. 2024-01758
THOMSON REUTERS 850123023
TRIPEPI, SMITH AND ASSOCIATE12342
TURF STAR INC 1NVO12017
lNVOi5583
1NVO13111
1NVO12871
UNIFIED FIELD SERVICES CORP.424522
UNISAN PRODUCTS LLC 3163152
UNITED PACIFIC SERVICES, 1NC.24-0516-4R
VERITIV OPERATING COMPANY 069-50789870
VERIZON CONNECT FLEET USA 1382000053579
VULCAN MATERIALS COMPANY 73992933
W.A. RASIC CONSTRUCTION, CO345040
Inv Date Description
4/16/2024 THRU 03/.31/2024 - RE: GENERAL
3/20/2024
4 /20/2024
5 /1 /2024
5/1 /2024
MAR 2024: ADJ FOR ACTIVE SW(
APR 2024: ADJ FOR ACTIVE SWC
SVCS TO CONVERT EXISTING Al
APR 2024 - WEST INFORMATION
5/15/2024 EXTEND MARKETING, COM OUT
4 /17/2024
5/8/2024
4/24/2024
4/23/2024
4/30/2024
TORO-MOWER/EQUIPMENT REF
TORO-MOWER/EQUIPMENT REF
TORO-MOWER/EQUIPMENT REF
TORO-MOWER/EQUIPMENT REF
HAWKINS TANK REHABILITAION
5/20/2024 INVENTORY Pa/ DISINFECTANT
5/16/2024 5/2-5/16/24-PARKSTREEMAINTI
5/13/2024 INVENTORYPO/WYPALLTOWEI
5/1 /2024
5/8/2024
5/6/2024
WALTERS WHOLESALE ELECTR1S125450818 4/30/2024
S125450741 4/30/2024
S123425108.005-3/12/2024
82489059 5/20/2024
82501286 5/24/2024
2091811 4/30/2024
WAXIE'S SANITARY SUPPLY
WINZER CORPORATION
VERIZON GPS TRACKING SERVI
ASPHALT, BASE, EMULSION PRC
AS NEEDED ON CALL SERVICES
ELECTRICAL SUPPLIES
ELECTRICAL SUPPLIES
SALES TAX FOR INVOCIE# 5123-
INVENTORY Pa/ JANITORIAL SU
INVENTORY Pa/ JANITORIAL SU
INVENTORY Pa/ SPRAY PAIN
Amount Paid
3,528.00
72.15 44.25
3,491 .99
759.00
3,900.00
392.97
607.52
1 ,525.93
I ,728.85
420,299.77
589.84
13,875.00
8,709.75
69.33 463.22
23,471.76
i,453.19
1453.18
778.05
29,97al.31
274.25
1 ,447.47
Check Total
3,528.00
ii6.40
3,491 .99
759.00
3,900.00
4,255.27
420,299.77
589.84
13,875.00
8,709.75
69.33 463.22
23,471 .76
3,684.42
30,245.56
1 ,447.47
Page: 10
307
apChkLst Final Check List Page: 1l
05/30/2024 10:02:18AM CITY OF SOUTH GATE
Bank : botw BANK OF THE WEST (Continued)
Check # Date Vendor Invoice
106079 6/11/2024 00000058 XEROX CORP 021135985
Voucher:
106080 6/11/2024 00000062 ZIEGLER'S HARDWARE& SUPPLN3297 Voucher: 3373
3338
3368
3407
3296
3392
3314
3315
Inv Date Description Amount Paid
4/10/2024 2/29/24-3/30/24-XEROXSERVIC 45.08
4/15/2024 MISC HARDWARE
5/i/2024 MISC HARDWARE
4/23/2024 MISC HARDWARE
4/30/2024 MISC HARDWARE
5/9/2024 MISC HARDWARE
4/15/2024 MISC HARDWARE
5/6/2024 MISC HARDWARE
4/17/2024 MISC HARDWARE
4/17/2024 MISC HARDWARE
20.91 15.41
26.43 5.69
29.70 37.45
33.01 17.90
19.81 Sub total for BANK OF THE WEST:
Check Total
45.08 206.31
1,148,508.81
94 checks in this report. Grand Total All Checks: 1,148,508.81 Bank code: botw
Check # Date
106033 6/11 /2024
Page: 11
308
WARRANT REGISTER FOR COUNCIL MEETING 6/I I /2024 PART V apChkLst
06/04/2024 9:00:39AM
Final Check List
CITY OF SOUTH GATE
Page: 1
Bank : botw BANK OF THE WE-ST
Check # Date Vendor
2744 5/23/2024
Voucher:
2746 5/23/2024
Voucher:
27 47 5/23/2024
Voucher:
27 48 5/23/2024
Voucher:
27 49 5/23/2024
Voucher:
2750 5/23/2024
Voucher:
00002370
00001186
00004836
00000004
00004996
00004988
Invoice
INTERNAL REVENUE SERVICE Ben33l195
EMPLOYMENT DEVELOPMENT DBen33l199
SEIU LOCAL721 Cn/VCLC-23900Ben33l20l
NATIONWIDE RETIREMENT SOLLBen331203
SEIU-COPE LOCAL721, LA/QC ClBen331205
CHILD SUPPORT ON-LINE, STATEBen331207
Inv Date Description
5/23/2024 MEDICARE: PAYMENT
5/23/2024 SDI PAYMENT
5/23/2024
5/23/2024
5/23/2024
5/23/2024
SEIU DUES: PAYMENT
DEF COMP NATIONWIDE: PAYME
SEIU- COPE LOCAL 721 DEDU(]
CHILD SUPPORT-ONLINE: PAYMI
Amount Paid
152, 150.22
53,703.19
2,747.07
57,118.39
36.00 1,036.12
Sub total for BANK OF THE WEST:
Check Total
152,150.22
53,703.19
2,7 47.07
57,118.39
36.00 1,036.12
266,790.99
6 checks in this report. Grand Total All Checks: 266,790.99 Page: 1
309
WARRANT REGISTER SUMMARY
CITY COUNCIL MEETING OF 6/11/2024
TOTAL PART I - PAYROLL-RELATED CHECKS
TOTAL PART li - PREPAID CHECKS (5/22/2024)
TOT AL PART Ill - PREPAID CHECKS (5/29/2024)
TOTAL PART IV - ACCOUNTS PAYABLE CHECKS & WIRE TRANSFERS
TOT AL PART V - PAYROLL-RELATED WIRE TRANSFERS
SUB-TOTAL
LESS: VOIDS
LESS: EMPLOYEE PAYROLL DEDUCTIONS
1,210.25
32,835.75
60,378.29
1,148,508.81
266,790.99
1,509,724.09
0.00 (243,554.31)
GRANDTOTAL 1,266169.78
310
SOUTH GATE CITY COUNCIL
WARRANT APPROVAL AND CANCELLATION
Wanant Number to Wanant Number inclusive, plus WlteTransfets and EFTs totaling as listed on the accompanying Accounts Payable Warrant Register of JL1NE112024 are approved as presented, with the exception of the following voided and replacement warrants:
Voided
Check Number Vendor Check Date Amount Reason for Void ot Reolacement 106033 HOME DEPOT 6/1 1/2024 $ 0 00
A PORTION OF THE REMITT ANCE
DETAIL FOR THE VENDOR
CARRIED OVER TO CHECK#
106033
TOT AL OF VOIDED CHECKS $Oj)O
none
" TOT AL OF REPLACEMENT CHECKS $0.00
' Replacement :hecks reported in previous warrant registers have no impact to the grand total.
DlRECTOkTlVE SERVICES
Pursuant to action of the City Council on JL1NE112024 at a regular or adjourned meeting, the City Treasurer was ometed to pay andloi cancel the above warrants, wire transTers & ETFs, as approved 311