South Lake Tahoe City Council
March 26, 2024

TABLE OF CONTENTS
INTRODUCTION.............................................................................................................................................2 CLASSIFICATIONS DESIGNATED UNREPRESENTED EMPLOYEES .................................................................2 SALARY PLAN.................................................................................................................................................2 IMPLEMENTATION OF 2023 CLASSIFICATION AND COMPENSATION STUDY ..............................................2 COLA's. ...........................................................................................................................................................3 STRIKE TEAM RESPONSE (Fire Marshal and Fire Division Chief)................................................................... 3 PUBLIC SAFETY UNIFORM PAY..................................................................................................................... 3 NON-PERSABLE COMPENSATION.. .................................................................................................................3 457 MATCHING CONTRIBUTION. .................................................................................................................... 4 LONGEVITY INCENTIVE PAY PLAN................................................................................................................. 4 EMPLOYEE TRAINING.................................................................................................................................... 4 EMPLOYMENT BENEFITS .............................................................................................................................. 5 PUBLIC EMPLOYEES RETIREMENT SYSTEM .................................................................................................. 6 ADMINISTRATIVE LEAVE................................................................................................................................ 6 HOLIDAYS....................................................................................................................................................... 6 PAID TIME OFF .................................................................................................................................................7 BEREAVEMENT LEAVE ...................................................................................................................................8 MANAGEMENT INCENTIVE PAY .......................................................................................................................8 BILINGUAL PAY. ...............................................................................................................................................8 LAYOFF AND SEVERANCE................................................................................................................................8 PERSONNEL RULES AND REGULATIONS ........................................................................................................ 9 SALARY TABLE AS OF OCTOBER 1, 2023 ………………………………………………….…………………...…..10 949

INTRODUCTION
This document is a summary of compensation and benefits which applies to all Unrepresented employees. The terms and conditions of employment for Unrepresented employees not included in this document are contained in individual employment contracts and/or the City of South Lake Tahoe Personnel Rules and Regulations.

The various forms of compensation and benefits provided in this document are the result of the City's recognition that Unrepresented employees should be compensated appropriately for exhibiting accountability, cost effectiveness, technological skills and the ability to make maximum use of personnel, fiscal and other resources to facilitate the provision of city services.

CLASSIFICATIONS DESIGNATED UNREPRESENTED EMPLOYEES
For the purpose of this document, the following positions are consideredUnrepresented Management Unrepresented Executive Employees:

UNREPRESENTED

MANAGEMENT

UNREPRESENTED

EXECUTIVE
Airport Manager Assistant City Manager
Assistant City Attorney Chief of Police *
Communications & Project Specialist City Clerk
Human Resources Manager Director of Development Services Human Resources Analyst Director of Finance
Paralegal Director of Public Works
Risk Manger Fire Chief *
Sustainability Coordinator Parks & Recreation Director
Fire Marshal
Fire Division Chief

SALARY PLAN
Incremental salary steps within the base salary range, for classifications within the Unrepresented employees management and executive group, shall progress in five steps, from Step 1 through Step 5. Step 1 shall generally be established so that the progression from step 1 to Step 5 occurs in five percent (5%) increments. The City Manager, or designee, shall place newly hired Unrepresented employees at a step within the range for their classification that best reflects the employee's qualifications and job experience.

IMPLEMENTATION OF 2023 CLASSIFICATION AND COMPENSATION STUDY Classifications under market median:

These classifications require an equity adjustment to bring them to market median. Classifications under market median and market deviation are listed below.

Unrepresented Classification Market Deviation
Assistant City Manager -11.1%
*Chief of Police -9.9%
City Clerk -1.9%
Communications & Prog Spec -7.0%
Director of Public Works -2.6%
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*Fire Chief -7.9%
Human Resources Analyst -0.3%
Risk Manager -16.1%
Sustainability Coordinator -12.3%
Fire Marshall -10.3%
Effective October 1, 2023 or the pay period following City Council Approval of the unrepresented Compensation and Benefit Package, whichever is later; equity increases based upon compensation (Base+Cash+Benefits) market median will be implemented as follows:

Year 1: 34% of equity adjustment of September 30, 2023 Salary. Not compounded Year 2: 33% of equity adjustment of September 30, 2023 Salary. Not compounded Year 3: 33% of equity adjustment of September 30, 2023 Salary. Not compounded *Chief of Police and Fire Chief will receive equity adjustment over two years COLAs:

In order to prevent compaction between represented classifications and unrepresented classifications, unrepresented classifications will receive the same COLA package as other classifications:

Year 1: COLA 4.2% Effective 10/1/2023 or following City Council approval of Unrepresented Compensation and Benefit Package
Year 2: COLA (1-4%) Based upon the annual as of the month of April SF/Oakland Hayward CPI effective the pay period including October 1, 2024
Year 3: COLA (1-4%) Based upon the annual as of the month of April SF/Oakland Hayward CPI effective the pay period including October 1, 2025

STRIKE TEAM RESPONSE
Strike Team Response: Fire Marshal and Fire Division Chief will be eligible to respond as a single resource on CalOES strike teams with the following provisions. Any assignment will need to be approved in advance by the Fire Chief. The Fire Marshal and the Fire Division Chief will need to be qualified with a position task book for any position requested. This position will be authorized for (2) two-week assignments per season. Any more than 2 strike team responses will need to be evaluated by the Fire Chief based on need and work load. Compensation will be portal to portal from time of deployment until return to the city. Pay will be calculated at straight time as this position is exempt and ineligible for overtime pay.

PUBLIC SAFETY UNIFORM PAY
Public Safety Uniform Pay provided to the Police Chief, Fire Chief, Fire Marshal, and Fire Division Chief shall remain equal to those provided to other public safety personnel.

NON-PERSABLE COMPENSATION
Unrepresented Management Team members will receive a contribution of 3.5% of their base salary plus longevity pay into their choice of either non-pensionable 401a or employee-funded 457 IRS defined investment account.

Unrepresented Executive Team members (excluding the City Manager and City Attorney unless specified in their 951

respective contracts) will receive a contribution of 5% of their base salary plus longevity pay into their choice of either non-pensionable 401a or employee-funded 457 IRS defined investment account. 457 MATCHING CONTRIBUTION
Effective October 1, 2023, Unrepresented Management Team members may receive up to $3000.00 per year; the City will match the employee's contribution to their 457 investment account on a dollar-for-dollar basis. Effective October 1, 2023, Unrepresented Executive Team members (excluding the City Manager and City Attorney unless specified in their respective contracts) may receive up to $4000.00 per year. The City City willmatch the employee's contribution to their 457 investment account on a dollar-for-dollar basis.

LONGEVITY INCENTIVE PAY
Unrepresented employees shall be eligible for longevity incentive pay upon the successful completion of ten (10) consecutive years of service in a regular position with the City of South Lake Tahoe. The longevity incentive pay shall be as follows:

Years of Service 10 Years 5% (base pay)
The five percent (5%) Longevity Pay will be included in the base hourly rate when calculating all specialty pays set forth in this Agreement, including:

Acting Pay
Management/Supervision/Profession incentive Pay
Holiday Pay
Vacation (sell back or payout)
Calculation of Dollar Value of Sick Leave
Awards Leave
Transition period: As part of the transition from merit pay to longevity pay, all employees who were eligible and receiving merit pay under the terms prior to October 1, 2014 shall be eligible to receive longevity pay under this Section; however, these employees shall not be eligible for an additional increase under this Section upon reaching ten years of City service.

EMPLOYEE TRAINING
Tuition Reimbursement - in accordance with the City Personnel Rules, the City shall reimburse employees for expenses they have incurred for tuition for job related courses taken after the course is successfully completed and appropriate certification filed with the Personnel Officer, and if prior approval by the department head has been given to participate in the course. However, courses paid for by state or governmental agencies do not apply to this section.

Training Courses -Training programs authorized by the City shall be financed by the City to encourage employee participation. Such compensation is separate and distinct from the compensation offered for the position and classification involved in training. Subject to approval by the Personnel Officer, employees may be authorized to attend training programs during regular hours. Travel to and from such training shall be at City expense; provide, however, that time spent in travel to and from training is not eligible for overtime. When the needs of the City services so require, the appointing authority may direct any employee to attend a meeting or conference as part of the professional training required for the position. In such case, attendance is not mandatory but compensation for meals, lodging, travel, and miscellaneous expenses shall be allowed. No overtime will be paid, however, for the time required to travel to and from such meeting.
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EMPLOYMENT BENEFITS
Unrepresented employees will have the ability to participate in the City's benefits. Including, Medical, Dental, Vision, and various other benefits.

Medical Plan: The City's Medical plan for plan years 2024-2026 will be offered through the FRMS JPA. The City of South Lake Tahoe will offer three plans through the FRMS JPA for plan years 2024-2026, as follows:
1) HDHP/HSA - City will contribute 100% of the premium cost for this plan option. If an unrepresented employee elects the HDHP/HSA plan, the City will contribute $2,500.00 for individual coverage and $4,200.00 for Employee + one or Family coverage into an HSA. This contribution will be "front loaded" the first pay period that includes January 1st of each year. 2) PPO 1000 - The City will contribute 100% of the premium for this plan for the FIRST plan year (2024) only.
3) PPO 500 (Buy-up option) - Employees who elect this plan option will pay the difference between the PPO 1000 plan and the PPO 500 plan. For the first plan year (2024) rates are as follows:

Per Pay Period Buy-up Cost PPO 500 ( 2024)
EE = $35.77 $77.51(month)
EE+ 1 = $71.55 $155.02 (month)
EE + Family $93.01 $201.53(month)
*City will make premiums available to employees during open enrollment each year for 2025 & 2026 Contributions for plan Year 2025 and 2026 –
HDHP/HSA - The City agrees to continue contributing 100% of the premium cost for the HDHP/HSA. The City will also maintain the same level of HSA contributions for EE, EE+1 and Family for this plan.

PPO 1000 - The City agrees to absorb up to a 3% rate increase each year for the PPO 1000. Employees will need to pay any rate increase above the 3%.

PPO 500 (Buy-up option) - Employees will pay he difference between the cost of the PPO 1000 which will include up-to a 3% increase, and the cost of the PPO 500.

Medical Coverage Opt-Out Benefit Arrangement.

Unrepresented Employees who elect to waive and opt out of medical coverage offered by the City because they have provided the City with reasonable written proof of minimum essential coverage (“MEC”) through another source (other than coverage in the individual market, whether or not obtained through Covered America, such as written proof of coverage by a spouse’s employer) are eligible to receive a medical coverage opt-out benefit.

The health medical coverage opt-out benefit shall be paid on a per pay period basis in the form of City’s contributions to these employees’ Health Reimbursement Accounts (“HRAs”). The total annual medical coverage opt-out benefit is:

Employee Only: $115.38 per pay period ($3,000 per year) Employee +1 or Family: $153.85 per pay period ($4,000 per year)
The medical coverage opt-out benefit shall not be considered pensionable compensation. Eligible unrepresented employees, who have elected to receive the medical coverage opt-out benefit and who later have an eligible qualifying event, as defined by the City’s Medical Plan, and choose to enroll in one of the medical benefit options described above, shall no longer be eligible for the City’s contribution to the employees’ HRA accounts. 953

An employee whose spouse or registered domestic partner is also a City employee and who is eligible for dual coverage may elect to opt out and receive the payments outlined above, while their spouse enrolls in Citysponsored medical coverage.

Dental Plan: The City will provide dental insurance for unrepresented employees and any eligible dependents for plan years 2024, 2025 and 2026. The City Dental Plan will be offered through Standard. Plans are as follows:

Plan A: $100/$300 Deductible—$1,000 Annual Maximum (100% paid by the City) Plan B (Buy-Up Option): $100/$300 Deductible— $1,500 Annual Maximum If Plan B is selected, per pay period contribution rate for plane year 2024 shall be as follows:

Employee Only - $4.82 per pay period
Employee plus 1 - $9.06 per pay period
Employee Plus Family - $14.12 per pay period
*City will make premiums available to employees during open enrollment each year for 2025 & 2026 Vision Plan: The City agrees to continue to provide vision insurance for unrepresented employee and any eligible dependents at no cost to the employee for 2024, 2025, and 2026 Plan Years Life Insurance: The City shall pay the premium for a $50,000 life insurance policy for Unrepresented employees.

Short/Long Term Disability: City Sponsored STD and LTD Plan (the City does not participate in the California State Short Tem Disability program.

PUBLIC EMPLOYEES RETIREMENT SYSTEM
On behalf of its unrepresented employees, the City has contracted with the California Public Employees' Retirement System (PERS) for retirement benefits.

ADMINISTRATIVE LEAVE
Per the Administrative Leave policy unrepresented employees shall receive admin leave at rate determined by the Appointing Authority and shall be based on the operational needs of the position and the department. Admin leave may not be "banked" from year to year.

HOLIDAYS
Paid holidays for Unrepresented employees shall be as follows:

New Year's Day January 1st
Martin Luther King Jr. Day 3rd Monday in January
Washington's Birthday 3rd Monday in February
Memorial Day Last Monday in May
Juneteenth June 19th
Independence Day July 4th
Labor Day First Monday in September
Indigenous Peoples Day Second Monday in September
Veteran's Day November 11th
Thanksgiving Day Last Thursday in November
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Day after Thanksgiving Last Friday in November
Christmas Eve Day December 24th
Christmas Day December 25th
* Holidays which fall on a Saturday shall be observed on the preceding Friday, and holidays which fall on a Sunday shall be observed on the following Monday.

PAID TIME OFF (PTO)
Unrepresented Management employees PTO shall accrue at the levels below:

Year 1 thru 3 168
Year 4 thru 6 208
Year 7 thru 9 248
Year 10 thru 12 256
Year 13 thru 15 264
Year 16+ 288
Unrepresented Executive Management Team employees PTO shall accrue at the levels below:

Year 1 thru 3 224
Year 4 thru 5 264
Year 6 thru 7 272
Year 8 thru 9 280
Year 10+ 304
Initial Transfer of PTO:

All balances in employee's vacation leave bank on upon promotion or transfer into Unrepresented position shall transfer to PTO account. Sick leave balances shall transfer up to a maximum of 260 hours (which is 50% of the total allowable (50% of 520 = 260). Any amounts remaining in the sick leave balance above 260 shall remain there ("Banked") and be available under one of the following three options for the employee:
1) Paid Out** upon reaching (10 yrs for mgmt/7 yrs Exec Team ) service with the City; Or
2) Paid Out** upon resigning (10 yrs for mgmt/7 yrs Exec Team ) from he City; Or
3) Left in Sick Leave account and Paid Out** upon retirement; Or
4) May choose to leave the hours in sick leave "banked" account for use after exhausting all hours in PaidTime-Off account **for the hours remaining in the sick leave account "paid out" is defined as deposited into a tax-exempt IRS defined 401a, 457, section 115/HRA or taxable compensation.

Effective October 1, 2023, Unrepresented Management PTO "sell back" shall be capped at 120 hours.

Unrepresented Executive Management PTO "Sell back" shall be capped at 200 hours.

Unrepresented employees can elect to sell back the maximum allowable PTO hours up to two times per year. In compliance with IRS regulations, employees must make an irrevocable election to receive a cash payment of PTO hours prior to accruing those hours. Employees must submit an irrevocable election form to Payroll no later than 955

December 31st of the year prior to the year in which the PTO will be accrued and paid out. The City Finance Department will cash out the apportioned hours in the pay period following the accrual of the entire amount of requested hours sold.

PTO "sell back" may only be utilized after taking at least 40 hours of PTO time in a 12 month period preceding PTO "sell back" and is defined as employee's choice to be deposited into a tax-exempt IRS defined 401a, 457, section 115/HRA account or taxable compensation.

The City Manager retains the management right to halt "sell back" benefits as described, if the City's General Fund Reserves fall below the City Council's Reserve policy (currently 25% of General Fund Reserves), or upon a financial need as determined by the City Manager. Under standard government, civil code, such limits do not apply to those retiring or resigning from the City.

Upon retirement from the City of South Lake Tahoe, Unrepresented Management shall be offered the option to be provided the balance in their PTO account as either a tax-exempt payment to an HRA, 401a, or 457 account up to the maximum authorized by the IRS or taxable compensation.

Upon retirement from the City of South Lake Tahoe, Unrepresented Executive Management shall be offered the option to be provided the balance in their PTO account as either a tax-exempt payment to an HRA, 401a, or 457 account up to the maximum authorized by the IRS or taxable compensation.

BEREAVEMENT LEAVE
Unrepresented employees shall be allowed 40 hours paid time off per year for bereavement in the event of the death of one of the following: Parents, step-parents, spouse, registered domestic partner, child or step- child, grandchild, brother, sister, step brother, step sister, current parents-in-law, current sister or brother in law, grandparent, current grandparent-in-law. In no event will an employee be eligible to receive more than a total of 40 hours per calendar year for bereavement leave. Additionally, the City will comply with AB1949 for unpaid leaves and in the event of multiple occurrences in any given calendar year.

MANAGEMENT/SUPERVISION/ PROFESSIONAL INCENTIVE PAY
Unrepresented employees earning a minimum of 64 hours of education/training/licensing (documented and approved by their department head and City Manager), shall receive two percent (2.0%) above the authorized rate of pay contained in the approved salary plan. Any future hours earned must be preapproved by the department head and City Manager.

If education is used to accumulate the hours, courses must have been completed with a grade of “C” or better.

One semester unit is equivalent to 15 hours; one quarter unit is equivalent to 10 hours.

BILINGUAL PAY
The City will pay an additional $150.00 per month to unrepresented employees in this unit who are able to demonstrate Fluency Tier 2 (Speak, Read & Write) capacity in language(s) the City determines are necessary to effectively communicate with the community it serves. The testing will be administered through Human Resources.

A written request for testing must be submitted to Human Resources. If the City determines that the employee is bilingual, the employee will be paid the bilingual differential effective the month in which the request for examination was submitted. All current recipients shall continue to receive current rate of $50.00 per month and must test for either Tier 1 or Tier 2 to receive the increased amounts above following approval of this MOU. The current $50.00 per month will discontinue when an employee qualifies for either Tier 1 or Tier 2 bilingual status.

LAYOFF AND SEVERANCE
Unrepresented employees who have been laid off by action by the City Council shall be eligible for compensation at their base hourly rate, in addition to any other payouts to which the employee is entitled, according to the following schedule:
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Years of Service *
More Than Less Than or Equal To Pay Periods of Compensation 1 2 2
2 3 3
3 4 4
4 5 5
5 6 6
6 7 7
7 8 8
8 9 9
9 10 10
10 13
*Year(s) of service means full calendar year(s) from the employee’s date of hire.

Unrepresented employees working less than full time at the time a layoff notice is issued to them shall receive the same proportion of full time compensation as the proportion of pay period they were working at the time the layoff notice was issued.

In addition to the cash compensation in paragraph A above, unrepresented employees laid off by action of the City Council shall continue to receive City health plan coverage for themselves and their families, if their families are enrolled in the City health plan at the time the layoff notice is issued, according to the following schedule:

Years of* Months of Continued
Service Health Plan Coverage**
Less than 1 0
1 but less than 2 1
2 but less than 3 2
3 but less than 4 3
4 but less than 5 4
5 but less than 6 5
6 or more 6
* Year(s) of service means full calendar year(s) from the employee’s date of hire. ** Part time unrepresented employees will receive the same proportion of city paid health insurance as they are receiving at the time the layoff notice is issued and can continue their health insurance coverage if they continue to pay the same additional premium as they are paying at the time the layoff notice is issued.

Laid off unrepresented employees who become eligible for another employer sponsored health plan shall no longer be eligible for the City paid health plan benefits regardless of the number of months elapsed since the effective date of their layoff and regardless of whether or not they choose to participate in the employer sponsored health plan for which they are eligible.

Unrepresented employees who are rehired by the City during the period for which they have received benefits under paragraph A above shall repay to the City any compensation in excess of the number of pay periods of their layoff. Employees rehired who have maintained their City sponsored health plan during the period of their layoff shall not be subject to any waiting period or any exclusion for preexisting conditions.

PERSONNEL RULES AND REGULATIONS
Unless otherwise specified in this Agreement, Unrepresented employees shall be subject to the City of South Lake Tahoe Personnel Rules and Regulations. Existing Employment Contracts remain in full force and effective. 957

Unrepresented Employee Salary Schedule Effective September 30, 2023 Adopted by Council 03/26/2024
Revised Date 03/26/2024
0010 CITY CLERK 1342 FIRE CHIEF
Index Key Value Hourly Monthly Index Key Value Hourly Monthly 1100/1138/01 47.85932 8,296 1300/1320/01 82.28459 14,263 1100/1138/02 50.24876 8,710 1300/1320/02 86.39883 14,976 1100/1138/03 52.76415 9,146 1300/1320/03 90.71877 15,725 1100/1138/04 55.40095 9,603 1300/1320/04 95.25470 16,511 1100/1138/05 58.17469 10,084 1300/1320/05 100.01743 17,336 1620 CHIEF OF POLICE 2400 PARKS AND RECREATION

DIRECTOR
Index Key Value Hourly Monthly Index Key Value Hourly Monthly 1300/1362/01 83.05859 14,397 1300/1420/01 73.25557 12,698 1300/1362/02 87.21153 15,117 1300/1420/02 76.91884 13,333 1300/1362/03 91.57211 15,872 1300/1420/03 80.76477 13,999 1300/1362/04 96.15071 16,666 1300/1420/04 84.80314 14,699 1300/1362/05 100.95824 17,499 1300/1420/05 89.04316 15,434 1350 DIRECTOR OF DEVELOPMENT
SERVICES 1240 ASSISTANT CITY ATTORNEY
Index Key Value Hourly Monthly Index Key Value Hourly Monthly 1300/1350/01 73.25563 12,698 1301/1240/01 70.41835 12,206 1300/1350/02 76.91885 13,333 1301/1240/02 73.93926 12,816 1300/1350/03 80.76479 13,999 1301/1240/03 77.63622 13,457 1300/1350/04 84.80314 14,699 1301/1240/04 81.51804 14,130 1300/1350/05 89.04318 15,434 1301/1240/05 85.59392 14,836 1340 DIRECTOR OF FINANCE 1321 ASSISTANT CITY MANAGER
Index Key Value Hourly Monthly Index Key Value Hourly Monthly 1300/1340/01 73.25557 12,698 1301/1321/01 82.13486 14,237 1300/1340/02 76.91884 13,333 1301/1321/02 86.24161 14,949 1300/1340/03 80.76477 13,999 1301/1321/03 90.55369 15,696 1300/1340/04 84.80314 14,699 1301/1321/04 95.08137 16,481 1300/1340/05 89.04316 15,434 1301/1321/05 99.83543 17,305 2120 DIRECTOR OF PUBLIC WORKS 1431 AIRPORT MANAGER
Index Key Value Hourly Monthly Index Key Value Hourly Monthly 1300/1445/01 73.89496 12,808 1401/1493/01 61.22745 10,613 1300/1445/02 77.58970 13,449 1401/1493/02 64.28874 11,143 1300/1445/03 81.46919 14,121 1401/1493/03 67.50330 11,701 1300/1445/04 85.54272 14,827 1401/1493/04 70.87835 12,286 1300/1445/05 89.81978 15,569 1401/1493/05 74.42229 12,900 958

1454 COMMUNICATIONS &
PROJECT SPECIALIST 1462 RISK MANAGER
Index Key Value Hourly Monthly Index Key Value Hourly Monthly 1401/1454/01 37.06047 6,424 1401/1462/01 44.37863 7,692 1401/1454/02 38.91349 6,745 1401/1462/02 46.59757 8,077 1401/1454/03 40.85917 7,082 1401/1462/03 48.92744 8,481 1401/1454/04 42.90213 7,436 1401/1462/04 51.37383 8,905 1401/1454/05 45.04724 7,808 1401/1462/05 53.94248 9,350 2310 FIRE MARSHALL 6680 PARALEGAL
Index Key Value Hourly Monthly Index Key Value Hourly Monthly 4201/2310/01 61.18029 10,605 1501/6680/01 29.70601 5,149 4201/2310/02 64.23933 11,135 1501/6680/02 31.19131 5,406 4201/2310/03 67.45129 11,692 1501/6680/03 32.75070 5,677 4201/2310/04 70.82386 12,276 1501/6680/04 34.38780 5,961 4201/2310/05 74.36498 12,890 1501/6680/05 36.10751 6,259 3750 H.R. ANALYST 3474 SUSTAINABILITY

COORDINATOR
Index Key Value Hourly Monthly Index Key Value Hourly Monthly 1401/1423/01 40.50534 7,021 1501/3474/01 39.19066 6,793 1401/1423/02 42.53061 7,372 1501/3474/02 41.15019 7,133 1401/1423/03 44.65714 7,741 1501/3474/03 43.20767 7,489 1401/1423/04 46.89000 8,128 1501/3474/04 45.36803 7,864 1401/1423/05 49.23450 8,534 1501/3474/05 47.63647 8,257

FIRE DIVISION CHIEF
Index Key Value Hourly Monthly
1401/1444/01 74.3649 12,889
1401/1444/02 78.0831 13,534
1401/1444/03 81.9873 14,211
1401/1444/04 86.0866 14,921
1401/1444/05 90.3910 15,667
1091 HUMAN RESOURCES

MANAGER
Index Key Value Hourly Monthly
1401/1435/01 56.26681 9,753
1401/1435/02 59.07386 10,239
1401/1435/03 62.03188 10,752
1401/1435/04 65.12849 11,289
1401/1435/05 68.38873 11,854
3751 PRINCIPAL H.R. ANALYST
Index Key Value Hourly Monthly
1401/1482/01 50.64011 8,778
1401/1482/02 53.16639 9,216
1401/1482/03 55.82861 9,677
1401/1482/04 58.61554 10,160
1401/1482/05 61.54979 10,669
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City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: March 26, 2024
Agenda Item #:14
Agenda Item:

Pre-Zoning, General Plan Amendment, and Initiation of Proceedings for Cleanup Annexation Scenario Executive Summary: The City of South Lake Tahoe is proposing to annex 90 parcels in unincorporated El Dorado County into City limits in order to provide more efficient public services. Currently, municipal services to the annexation area are provided by El Dorado County and Lake Valley Fire Protection District even though the annexation area is adjacent to the City of South Lake Tahoe and accessed only through City streets. After annexation, the City would provide all core municipal services including street maintenance, snow removal, police, fire protection, and emergency response. No development project is being proposed with this annexation. The pre-zoning process is a required part of the annexation process. The City’s proposed pre-zoning is intended to keep the zoning and allowed uses as similar as possible to the existing County zoning.

Requested Action / Suggested Motions:
1) Pass a Motion to hold first reading (by title only) of an Ordinance pre-zoning 90 parcels located within the City Sphere of Influence in El Dorado County for subsequent annexation of such properties and amending South Lake Tahoe City Code Title 6, Chapter 6.55, Article II (Plan Area Maps and Statements), and refer second reading and adoption to April 23, 2024; 2) Pass a Resolution adopting an amendment to the General Plan LU-1, Land Use Diagram; and 3) Pass a Resolution initiating proceedings for the annexation of such properties.

Responsible Staff Member: John Hitchcock, Planning Manager Reviewed and Approved By: Zachary Thomas, Director of Development Services Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney Attachments:
01-Staff Report - Clean Up Area Annexation.docx
02 - Annexation Map Cleanup Area.pdf
03 - Ownership by Property Owner Map.pdf
04 - TRPA PAS Land Use & Zoning Designations.pdf
05 - Pre-Zone Land Use Designations.pdf
06 - Chapter 6.55 Ordinance Redlined.docx
07-Annexation Ordinance First Reading.docx
08-Resolution - General Plan Amendment for Cleanup Annexation.docx 09-Resolution - Initiating Annexation Proceedings LAFCO.docx 10 - Proof of Mailing.pdf
11 - Tribune Public Notice.pdf
12 - Fiscal Impact Analysis Memo 10-16-23.pdf
13 - Plan For Service 12-15-23.pdf
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City Council Report March 26, 2024 1 of 5
City of South Lake Tahoe
Report to City Council
Meeting Date: March 26, 2024
Title: Prezoning, General Plan Amendment, and Initiation of Proceedings for Cleanup Annexation Scenario
Location: Unincorporated area adjacent to Sierra Tract and Barton Memorial Hospital Responsible Staff: John Hitchcock, Planning Manager
Background: Annexation is a process under California law (the Cortese-KnoxHertzberg Local Government Reorganization Act of 2000) for incorporated cities to add land to the area within their jurisdictional boundaries. The purpose of this law is “to encourage the orderly growth and development which are essential to the social, fiscal, and economic well-being of the state.” Cal. Gov’t Code section 56001. The California Legislature has also found that “a single multipurpose governmental agency is accountable for community service needs and financial resources and, therefore, may be the best mechanism for establishing community service priorities, especially in urban areas.” (Cal. Gov’t Code section 56001).

On June 6, 2023, the City Council discussed five annexation scenarios and provided direction to staff. The City Council passed a motion to pursue the “Cleanup Annexation Scenario,” which encompasses the Tahoe Valley Campground and parcels adjacent to the City’s jurisdictional boundary southeast of the Sierra Tract and Barton Memorial Hospital (see Attachment 02, Annexation Area). The City Council also directed staff at that time to move forward with the “Heavenly Annexation Scenario,” which was subsequently expanded by Council direction on November 7, 2023, to include a larger area and will be on a future City Council agenda.

The City is pursuing annexation of these areas in order to provide more efficient public services. Currently, municipal services to thisannexation area are provided by El Dorado County and Lake Valley Fire Protection District even though the annexation area is adjacent to the City of South Lake Tahoe and accessed only through City streets. After annexation, the City would provide all core municipal services, including street maintenance, snow removal, police, fire protection, and emergency response. No development project is being proposed with this annexation. The pre-zoning process is a required part of the annexation process. The City’s proposed pre-zoning is intended to keep the zoning and allowed uses as similar as possible to the existing County and TRPA zoning.
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The cleanup annexation area comprises 90 parcels totaling 411.8 acres, which includes a mix of private and publicly owned parcels. Most of the parcels are held in public ownership by the State of California, the Tahoe Resource Conservation District, the City of South Lake Tahoe, the South Tahoe Public Utility District, and Lake Tahoe Community College. There are 12 parcels held in private ownership (see Attachment 03, Parcel Ownership).

TRPA governs the underlying zoning. Pursuant to the adopted Regional Plan and Plan Area Statements, the annexation area has a land use classification of Conservation, Recreation, Residential, and Mixed-Use and is zoned Conservation, Recreation, Residential, and Commercial/Public Service (see Attachment 04 TRPA Land Use and Zoning Designations).

Issue And Discussion:

Pre-Zoning: State law requires that within a proposed municipal reorganization area, each participating jurisdiction must pre-zone the respective territory being annexed, consistent with the City’s adopted General Plan (Cal. Gov. Code Section 56375(a)(7)).

Thus, the properties subject to the annexation into the City must be identified in the City of South Lake Tahoe General Plan with proposed future land use(s), and the properties must be pre-zoned consistently with the General Plan land uses(s) in anticipation of the future annexation.

The properties are proposed to be pre-zoned with TRPA’s underlying Regional Plan Land Use Classification and Plan Area Statements zoning designations; thus, no land use changes are proposed, and there are no changes to the development potential (see Attachment 05, Proposed Pre-Zoning Map).

Pre-zoning the properties will not affect the City boundaries, nor will the pre-zoning establish any new City zoning controls over the properties. While the municipal reorganization process is pending, the County of El Dorado and TRPA will maintain zoning control over the properties set for annexation to the City of South Lake Tahoe.

The zoning will take regulatory effect for the affected properties only if and after El Dorado LAFCO approves the annexations. The Ordinance approving the pre-zone for the subject properties is found in Attachment 07.

City Code Amendment: It is necessary to amend City Code Title 6, Development Services, Chapter 6.55, Article II, Plan Area Maps and Statements, Section 6.55.120, Plan Area Statement Maps, to incorporate TRPA’s Plan Area Statement (PAS) 095, as the underlying zoning regulation.

The Code amendments will only take regulatory effect for the affected properties only if and after El Dorado LAFCO approves the annexations. The Ordinance amending the City Code is found in Attachment 07.
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General Plan Amendment The City of South Lake Tahoe General Plan identifies proposed land uses in Figure LU-1, Land Use Diagram. Figure LU-1 designates a mix of Residential, Conservation, Recreation, Neighborhood Center, Town Center, Tourist, and Special Districts. The properties planned for annexation are bordered by City properties designated Town Center, Low-Density Residential, Conservation, and Special District.

It is reasonable and appropriate for the subject annexation properties to be designated in the City General Plan with their existing land use classifications adopted in the TRPA 2012 Regional Plan: Conservation, Residential, Recreation, and Mixed-Use.

Accordingly, Figure LU-1 in the General Plan is proposed to be amended to include the identification of the proposed annexation properties as being subject to imminent annexation, along with the existing TRPA Regional Plan land use classifications.

The Resolution approving the General Plan Amendment associated with the annexation is found in Attachment 08.

Tribal Consultation: In accordance with SB 18, the City sent consultation letters on August 21, 2023, to the Colfax-Todds Valley Consolidated Tribe, the Ione Bank of Miwok Indians, the Tsi Akim Maidu, Shingle Springs Band of Miwok Indians, the United Auburn Indian Community, the Washoe Tribe of California and Nevada, and the Wilton Rancheria.

The City received a letter from the Shingle Springs Band of Miwok Indians stating that they are not aware of any known cultural resources within the annexation area but requested to be made aware if new information or human remains are found in the future.

The City was also contacted by the United Auburn Indian Community, deferring consultation to the Washoe Tribe of California and Nevada. The Washoe Tribe requested consultation with the City. City staff held an online conference call with Patrick Burtt on September 9, 2023, to discuss the proposed annexation.

Planning Commission:

On November 16, 2023, the City of South Lake Tahoe Planning Commission conducted a duly noticed public hearing, at which time City staff presented its report, and interested persons had an opportunity to testify on the proposed pre-zone and general plan amendment.

The Planning Commission considered the evidence in the record, considered public testimony, and voted unanimously to approve a Resolutions 2023-016, recommending the City Council amend the General Plan the City Code and approve the pre-zone.

Planning Commission Public Notice and Public Comments:

A Notice of the Planning Commission Public Hearing was mailed to property owners within the annexation area and to all affected property owners within 300 feet of the 963
City Council Report March 26, 2024 4 of 5
subject properties on November 3, 2023. A public notice was published in the Tahoe Daily Tribune on November 3, 2023.

The City received written comments from homeowners with properties located on Fountain Avenue. The commenters either requested the Planning Commission postpone their consideration or objected to the annexation. The City also received a comment letter from the Tahoe Resource Conservation District (TRCD), which also requested the item be postponed, and no action be taken, in order for the TRCD to consult with the City to ascertain the implications of the proposed annexation on TRCD properties and management activities in the Johnson Meadow area.

On December 6, 2023, City staff met with TRCD staff to discuss their concerns outlined in the comment letter and followed up with an additional meeting on March 11, 2024. Staff is working cooperatively with TRCD to ensure that the annexation does not negatively impact their operations or ongoing projects.

A notice of the March 26, 2024, City Council Public Hearing was mailed on February 23, 2024, to all affected properties within 500 feet of the annexation area, which is coextensive with the noticing area for El Dorado LAFCO, and the notice was published in the Tahoe Daily Tribune on March 15, 2024
Environmental Analysis:

The proposed amendment to the General Plan to pre-zone the properties is exempt for CEQA pursuant to CEQA Guidelines Section 15319, Annexation of Existing Facilities and Lots for Exempt Facilities. The area to be annexed contains existing public and private structures developed to a density allowed by the current TRPA plan are statements, and the City proposes to pre-zone the properties with the current TRPA zoning designations.

Therefore, there are no changes or increases in the development potential of the annexation area. Furthermore, the annexation area is already served by existing utility services (i.e., South Tahoe Public Utility District, Liberty Utilities), and no water or sewer service is revised as a result of the annexation.

Moreover, there is no reasonably foreseeable change in the types and intensity of service within the annexation area as a result of any approval. Most of the private properties in the annexation area are currently developed, and the properties held in public ownership are primarily sensitive parcels that are not developable and are managed for open space, recreation, and restoration purposes.

A reasonable application of Section 15319 would mean the annexation is categorically exempt. Lastly, there is no evidence that the annexation involves an unusual circumstance that might significantly affect the environment.

Financial Implications: Amending the General Plan, City Code, and pre-zoning the properties has no financial implications at this time. However, State law requires involved 964
City Council Report March 26, 2024 5 of 5
jurisdictions to negotiate the allocation of property tax revenues. The City Manager and City Attorney will be conducting this negotiation with El Dorado County officials after the application is submitted to El Dorado LAFCO.

Policy Implications: Annexing the affected properties would result in a more efficient provision of public services.
965
Sources: Esri, HERE, Garmin, Intermap, increment P Corp., GEBCO, USGS, FAO, NPS, NRCAN, GeoBase, IGN, Kadaster NL, Ordnance Survey, Esri Japan, METI, Esri China (Hong Kong), (c) OpenStreetMap contributors, and the GIS User Community
Attachment 02
Proposed Cleanup
Annexation
0 0.050.1 0.2 0.3 0.4
Miles
City Limits
LEGEND
Annexation Area
966
Sources: Esri, HERE, Garmin, Intermap, increment P Corp., GEBCO, USGS, FAO, NPS, NRCAN, GeoBase, IGN, Kadaster NL, Ordnance Survey, Esri Japan, METI, Esri China (Hong Kong), (c) OpenStreetMap contributors, and the GIS User Community
Attachment 03
Parcel Ownership
0 0.050.1 0.2 0.3 0.4
Miles
City Limits
LEGEND
Public Parcels
Private Parcels
967
Sources: Esri, HERE, Garmin, Intermap, increment P Corp., GEBCO, USGS, FAO, NPS, NRCAN, GeoBase, IGN, Kadaster NL, Ordnance Survey, Esri Japan, METI, Esri China (Hong Kong), (c) OpenStreetMap contributors, and the GIS User Community
Attachment 03
TRPA Plan Area Statement
Land Use & Zoning Designations
0 0.050.1 0.2 0.3 0.4
Miles
LEGEND
Proposed Pre-Zone
RL-40, Rural Lands 40 Acres Minimum
R1, Residential Single-Unit 6,000 SF
FR-160, Forest Resource 160 Acres Minimum
AG-160, Agriculture Grazing 160 Acres Minimum
RL-160, Rural Lands 160 Acres Minimum
City Limits
LEGEND
Zoning Designation
Recreation
Conservation
Commercial/Public Service
Residential
Regional Plan
Land Use Classification
Recreation
Conservation
Mixed-Use
Residential
PAS 100
PAS 095
PAS 100
PAS 105
PAS 109

B/AT CP
PAS 116
TVAP
0 0.050.1 0.2 0.3 0.4
Miles
968
Sources: Esri, HERE, Garmin, Intermap, increment P Corp., GEBCO, USGS, FAO, NPS, NRCAN, GeoBase, IGN, Kadaster NL, Ordnance Survey, Esri Japan, METI, Esri China (Hong Kong), (c) OpenStreetMap contributors, and the GIS User Community
Attachment 05
Proposed Pre-Zoning Map
0 0.050.1 0.2 0.3 0.4
Miles
LEGEND
Proposed Pre-Zone
RL-40, Rural Lands 40 Acres Minimum
R1, Residential Single-Unit 6,000 SF
FR-160, Forest Resource 160 Acres Minimum
AG-160, Agriculture Grazing 160 Acres Minimum
RL-160, Rural Lands 160 Acres Minimum
City Limits
LEGEND
Zoning Designation
Recreation
Conservation
Commercial/Public Service
Residential
Regional Plan
Land Use Classification
Recreation
Conservation
Mixed-Use
Residential
PAS 100
PAS 095
PAS 100
PAS 105
PAS 109

B/AT CP
PAS 116
TVAP
969
Chapter 6.55

PLAN AREA STATEMENTS AND OTHER LAND USE REGULATIONS
Article II. Plan Area Maps and Statements

6.55.110 Permissible uses.

For the purpose of this chapter, the city shall adopt by reference the permissible uses contained within the TRPA Code of Ordinances, Chapter 21. (Ord. 902; Ord. 1060 § 1 (Exh. A); Ord. 1152 § 3. Code 1997 § 32-10)

6.55.120 Plan area statements
The following are the city plan area maps and statements:
085 Lakeview Heights
088 Tahoe Village
089 Lakeside Park
089A Replaced by the Stateline/Ski Run Community Plan Tourist Core Area Plan 089B Replaced by the Stateline/Ski Run Community Plan Tourist Core Area Plan 090 Tahoe Meadows
091 Replaced by the Stateline/Ski Run Community Plan Tourist Core Area Plan 092 Pioneer/Ski Run
093 Bijou
094 Glenwood
095 Trout/Cold Creek
096 Pioneer Village
097 Bijou Pines
098 Replaced by the Bijou/Al Tahoe Community Plan
099 Al Tahoe
100 Truckee Marsh
101 Bijou Meadows
102 Tahoe Keys
103 Sierra Tract Commercial
104 Highland Woods
105 Sierra Tract
108 Winnemucca
109 Tahoe Valley Campground
110 South Y Replaced by the Tahoe Valley Area Plan
111 Tahoe Island
112 Gardner Mountain
113 Industrial Tract Replaced by South Y Industrial Tract Community Plan 114 Bonanza
116 Airport
(Ord. 902; Ord. 1152 § 3. Code 1997 § 32-11)
970
Ordinance 2024-XXX April 23, 2024 Page 1 of 5
Ordinance 2024-XXX
Adopted by the City of South Lake Tahoe
City Council
March 26, 2024
An Ordinance approving the pre-zoning of 90 parcels located in unincorporated El Dorado County, amending South Lake Tahoe City Code Title 6, Chapter 6.55, Article II (Plan Area Maps and Statements), and making certain findings in accordance with the California Environmental Quality Act, all in conjunction with a proposed annexation of such properties into the City

BACKGROUND
A. On June 6, 2023, the City Council passed a motion directing staff to pursue the “Cleanup Annexation Scenario,” which encompasses the Tahoe Valley Campground and parcels adjacent to the City’s jurisdictional boundary southeast of the Sierra Tract and Barton Memorial Hospital.

B. The City intends to file an Application to Initiate Proceedings for Reorganization with the El Dorado Local Agency Formation Commission (LAFCO). As part of these proceedings, the City intends to request that LAFCO process a reorganization such that approximately 411.8 acres of territory currently within the unincorporated El Dorado County area would be annexed to the City of South Lake Tahoe.

C. The 90 parcels to be annexed to the City of South Lake Tahoe are comprised of private and public parcels, which the Tahoe Regional Planning Agency zoned as either Conservation, Residential, Recreation, or Commercial/Public Service.

D. As part of the LAFCO proceedings, LAFCO requires each participating jurisdiction to pre-zone the respective properties be annexed, consistent with the City adopted General Plan, and as such, the City of South Lake Tahoe intends to pre-zone the properties.

E. The City of South Lake Tahoe intends to pre-zone the property as currently zoned by TRPA and is not proposing any changes to the applicable regulating documents.

F. On November 16, 2023, the City of South Lake Tahoe Planning Commission conducted a duly noticed public hearing, at which time City staff presented its report, and interested persons had an opportunity to testify on the proposed Project. The Planning Commission considered the evidence in the record and passed a motion to adopt Resolution 2023-016, recommending the City Council approve the pre-zoning and amend the City Code.

G. The City of South Lake Tahoe is a decision-making body for the Reorganization described herein and, as such, is acting as a responsible agency under CEQA. 971
Ordinance 2024-XXX April 23, 2024 Page 2 of 5
H. On February 23, 2024, A Notice of Public Hearing providing the date, time, and location of the City Council meeting was mailed to property owners within the annexation area and to all affected property owners within 500 feet of the subject properties. A public notice was also published in the Tahoe Daily Tribune on March 15, 2024.

I. On March 26, 2024, the City of South Lake Tahoe City Council conducted a duly noticed public hearing, at which time City staff presented its report, and interested persons had an opportunity to testify on the proposed pre-zoning and City Code amendments. Following receipt of all public testimony, the City Council closed the public hearing.

NOW, THEREFORE, THE CITY COUNCIL OF CITY OF SOUTH LAKE TAHOE DOES ORDAIN AS FOLLOWS:

SECTION 1. The findings set forth in the Background Section of this Ordinance are true and correct, are incorporated into this Ordinance by reference, and constitute a material part of this Ordinance.

SECTION 2. The proposed pre-zone and the City Code amendments will not have an effect on the environment because the City is proposing to pre-zone the annexation area as it is currently zoned by TPRA. No changes are proposed to the applicable land use designations, planning policies, special policies, permissible use lists, or existing density standards. The development potential does not change, and any potential development would be subject to the existing regulations.

SECTION 3. The proposed amendment to pre-zone this area is exempt from CEQA pursuant to Section 15319, Annexation of Existing Facilities and Lots for Exempt Facilities. The area to be annexed contains existing public and private structures developed to a density allowed by the current TRPA Plan Area Statements, and the City proposes to pre-zone the properties with the current TRPA zoning designations. Therefore, there are no changes or increases in the development potential of the annexation area. Furthermore, the annexation area is already served by existing utility services (i.e., South Tahoe Public Utility District, Liberty Utilities), and no water or sewer service is revised as a result of the annexation.

Moreover, there is no reasonably foreseeable change in the types and intensity of service within the annexation area as a result of any approval. The private parcels may be developed consistent with the TRPA Code of Ordinances and the applicable Plan Area Statements, while parcels in public ownership are primarily sensitive parcels that are managed primarily for open space, restoration activities, and recreation access. Lastly, there is no evidence that the annexation involves an unusual circumstance that might cause a significant effect on the environment.

SECTION 4. Find the pre-zoning of the properties is consistent with the City of South Lake Tahoe General Plan because the City’s current Sphere of Influence boundary includes the affected properties. The associated pre-zone and City Code amendments establish the existing TRPA Plan Area Statements zoning designations for the annexation area, which is consistent with the land use designations applicable to the immediate surrounding properties. 972
Ordinance 2024-XXX April 23, 2024 Page 3 of 5
SECTION 5. Hereby pre-zones the annexation area as either Conservation, Recreation, Residential, or Commercial/Public Service, and amend the City Zoning Map as shown in the map attached as Exhibit 1 and incorporated herein by this reference.

SECTION 6. City Code Title 6, Chapter 6.55, Article II is amended to read in its entirety as follows:

Article II. Plan Area Maps and Statements

6.55.110 Permissible uses.

For the purpose of this chapter, the city shall adopt by reference the permissible uses contained within the TRPA Code of Ordinances, Chapter 21.

6.55.120 Plan area statements
The following are the city plan area maps and statements:
085 Lakeview Heights
089 Lakeside Park
089A Replaced by the Tourist Core Area Plan
089B Replaced by the Tourist Core Area Plan
090 Tahoe Meadows
091 Replaced by the Tourist Core Area Plan
092 Pioneer/Ski Run
093 Bijou
094 Glenwood
095 Trout/Cold Creek
096 Pioneer Village
097 Bijou Pines
098 Replaced by the Bijou/Al Tahoe Community Plan
099 Al Tahoe
100 Truckee Marsh
101 Bijou Meadows
102 Tahoe Keys
103 Sierra Tract Commercial
104 Highland Woods
105 Sierra Tract
108 Winnemucca
109 Tahoe Valley Campground
110 Replaced by the Tahoe Valley Area Plan
111 Tahoe Island
112 Gardner Mountain
113 Replaced by South Y Industrial Tract Community Plan 114 Bonanza
116 Airport
SECTION 7. If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to be invalid or unconstitutional by a decision of any court of competent jurisdiction, such decision will not affect the validity of the remaining portions of this Ordinance. The City 973
Ordinance 2024-XXX April 23, 2024 Page 4 of 5
Council declares that it would have passed this Ordinance and each and every section, subsection, sentence, clause, or phrase not declared invalid or unconstitutional without regard to whether any portion of the Ordinance would be subsequently declared invalid or unconstitutional.

SECTION 8. The City Clerk is directed to certify this Ordinance and cause it to be published in the manner required by law.

SECTION 9. This Ordinance shall become effective 30 days following its adoption, but the zoning designation applied to the properties within the annexation area will not become effective unless and until Reorganization is approved by the El Dorado Local Agency Formation Commission.

Adopted by the City of South Lake Tahoe City Council at a meeting on April 23, 2024, by the following vote:

Yes
No
Absent
Abstain
________________________ Date:_________
Cody Bass, Mayor
Attest:
________________________
Susan Blankenship, City Clerk
First Reading:_____________
Published: ________________
Second Reading: ___________
Effective: _________________
The presence of an electronic signature certifies that the foregoing is a true and correct copy as approved by the South Lake Tahoe City Council.
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5 of 5
975
Resolution 2024-XXX March 26, 2024 Page 1 of 4
Resolution 2024-XXX
Adopted by the City of South Lake Tahoe
City Council
March 26, 2024
Approving a General Plan Amendment associated with the subsequent annexation of 90 parcels located in unincorporated El Dorado County, approximately 411.8 acres in size, and making certain findings in accordance with the California Environmental Quality Act

BACKGROUND
A. The City of South Lake Tahoe has an adopted General Plan to guide community development and growth, and the City Council has periodically updated the General Plan as necessary to maintain consistency with applicable laws and current conditions in the community.

B. On June 6, 2023, the City Council passed a motion directing staff to pursue the “Cleanup Annexation Scenario,” which encompasses the Tahoe Valley Campground and parcels adjacent to the City’s jurisdictional boundary southeast of the Sierra Tract and Barton Memorial Hospital.

C. The City intends to file an Application to Initiate Proceedings for Reorganization with the El Dorado Local Agency Formation Commission (LAFCO). As part of these proceedings, the City intends to request that LAFCO process a reorganization such that approximately 411.8 acres of territory currently within the unincorporated El Dorado County area would be annexed to the City of South Lake Tahoe.

D. The 90 parcels to be annexed to the City of South Lake Tahoe are comprised of private and public parcels, which the Tahoe Regional Planning Agency Conceptual Regional Land Use Map has designated as either Conservation, Residential, Recreation, or Mixed-Use.

E. The City intends to apply the applicable TRPA Conceptual Regional Land Use designations in the annexation area and is not proposing any changes in the land use designations.

F. The City Council desires to amend the General Plan such that the maps within the General Plan will be updated to clearly reflect this annexation effort and to integrate the annexation area into the City’s General Plan.

G. On November 16, 2023, the City of South Lake Tahoe Planning Commission conducted a duly noticed public hearing, at which time City staff presented its report, and interested persons had an opportunity to testify on the proposed Project. 976
Resolution 2024-XXX March 26, 2024 Page 2 of 4
H. On February 23, 2024, A Notice of Public Hearing providing the date, time, and location of the City Council meeting was mailed to property owners within the annexation area and to all affected property owners within 500 feet of the subject properties. A public notice was also published in the Tahoe Daily Tribune on March 15, 2024.

I. On March 26, 2024, the City of South Lake Tahoe City Council conducted a duly noticed public hearing, at which time City staff presented its report, and interested persons had an opportunity to testify on the proposed General Plan amendment.

Following receipt of all public testimony, the City Council closed the hearing.

J. The City of South Lake Tahoe is a decision-making body for the Reorganization described herein and as such, is acting as a responsible agency under CEQA.

BASED ON THE FACTS SET FORTH IN THE BACKGROUND, BE IT RESOLVED, that the City of South Lake Tahoe City Council:

1. Finds that the facts set forth in the Background Section of this Resolution are true and correct, are incorporated into this Resolution by reference and constitute a material part of this Resolution.

2. Finds that the General Plan amendment will not have an effect on the environment because the City is proposing to apply the adopted TRPA Conceptual Land Use Map land use designations to the annexation area. No changes are proposed to the applicable land use designations, planning policies, special policies, permissible use lists, or existing density standards. The development potential does not change, and any potential development would be subject to the existing TRPA land use regulations.

3. Finds the proposed amendment to the General Plan is exempt from CEQA pursuant to Section 15319, Annexation of Existing Facilities and Lots for Exempt Facilities.

The area to be annexed contains existing public and private structures developed to a density allowed by the current TRPA plan area statements, and the City proposes to adopt TRPA Conceptual Regional Plan Map land use classifications for the properties. Therefore, there are no changes or increases in the development potential of the annexation area. Furthermore, the annexation area is already served by existing utility services (i.e., South Tahoe Public Utility District, Liberty Utilities), and no water or sewer service is revised as a result of the annexation.

Moreover, there is no reasonably foreseeable change in the types and intensity of service within the annexation area as a result of any approval. The private parcels may be developed consistent with the TRPA Code of Ordinances and the applicable Plan Area Statement, while parcels in public ownership are primarily sensitive parcels that are managed primarily for open space, restoration activities, and recreation access. Lastly, there is no evidence that the annexation involves an unusual circumstance that might cause a significant effect on the environment.

4. Finds the General Plan amendment is consistent with the City of South Lake Tahoe General Plan because the City’s current Sphere of Influence boundary includes the affected properties. The General Plan amendment establishes the existing TRPA Conceptual Regional Land Use designations for the annexation area, which is 977
Resolution 2024-XXX March 26, 2024 Page 3 of 4
consistent with the land use designations applicable to the immediate surrounding properties.

5. Finds the proposed General Plan amendment is internally consistent with the South Lake Tahoe General Plan, and the amendment will not be detrimental to the public interest, health, safety, convenience, or welfare of the City.

6. Hereby amends its General Plan designating the annexation area as Conservation, Recreation, Residential, and Mixed-Use, and amends the General Plan Figure LU-1, Land Use Diagram in substantial conformance with Exhibit 1 to this Resolution and incorporated herein by this reference. The City Council hereby authorizes the City staff to make all necessary revisions to the text and figures of the General Plan to be consistent with the amendments set forth in this Resolution.

7. Declares that if any section, subsection, subdivision, sentence, clause, phrase, or portion of this Resolution or the application thereof to any person or place, is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remainder of this Resolution, and hereby declares that is would have adopted this Resolution, and each and every section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, subdivisions, sentences, clauses, phrases, or portions thereof be declared invalid or unconstitutional.

8. Declares that this Resolution shall not become effective unless and until Reorganization is approved by the Local Agency Formation Commission for the County of El Dorado.

Adopted by the City of South Lake Tahoe City Council at a meeting on March 26, 2024, by the following vote:

Yes
No
Absent
Abstain
________________________ Date:_________
Cody Bass, Mayor
Attest:
________________________
Susan Blankenship, City Clerk
The presence of an electronic signature certifies that the foregoing is a true and correct copy as approved by the South Lake Tahoe Planning Commission.
978
Resolution 2024-XXX March 26, 2024 Page 4 of 4
EXHIBIT 1
979
Resolution 2024-XXX March 26, 2024 Page 1 of 3
Resolution 2024-XXX
Adopted by the City of South Lake Tahoe
City Council
March 26, 2024
Initiating proceedings for the annexation of 90 parcels located in unincorporated El Dorado County, approximately 411.8 acres in size

BACKGROUND
A. On June 6, 2023, the City Council passed a motion directing staff to pursue the “Cleanup Annexation Scenario,” which encompasses the Tahoe Valley Campground and parcels adjacent to the City’s jurisdictional boundary southeast of the Sierra Tract and Barton Memorial Hospital, and within the City’s Sphere of Influence.

B. The City intends to file an Application to Initiate Proceedings for Reorganization with the El Dorado Local Agency Formation Commission (LAFCO). As part of these proceedings, the City of South Lake Tahoe intends to request that LAFCO process a reorganization such that approximately 411.8 acres of territory currently within the unincorporated El Dorado County area would be annexed to the City of South Lake Tahoe.

C. The 90 parcels to be annexed to the City of South Lake Tahoe are comprised of private and public parcels, which the Tahoe Regional Planning Agency Conceptual Regional Land Use Map has designated as either Conservation, Residential, Recreation, or Mixed-Use.

D. The City intends to apply the applicable TRPA Conceptual Regional Land Use designations and the applicable Plan Area Statements (i.e., zoning districts) in the annexation area and is not proposing any changes in the land use designations or the applicable zoning districts.

E. On February 23, 2024, A Notice of Public Hearing providing the date, time, and location of the City Council meeting was mailed to property owners within the annexation area and to all affected property owners within 500 feet of the subject properties. A public notice was also published in the Tahoe Daily Tribune on March 15, 2024.

F. On March 26, 2024, the City of South Lake Tahoe City Council conducted a duly noticed public hearing, at which time City staff presented its report, and interested persons had an opportunity to testify on the proposed annexation. Following receipt of all public testimony, the City Council closed the hearing.

G. On March 26, 2024, the City of South Lake Tahoe City Council adopted an Ordinance to pre-zone the annexation area and a Resolution to amend the 2030 South Lake Tahoe General Plan to reflect the proposed annexation. 980
Resolution 2024-XXX March 26, 2024 Page 2 of 3
BASED ON THE FACTS SET FORTH IN THE BACKGROUND, BE IT RESOLVED, that the City of South Lake Tahoe City Council:

1. Finds the facts set forth in the Background Section of this Resolution are true and correct, are incorporated into this Resolution by reference, and constitute a material part of this Resolution.

2. Hereby makes an application to the El Dorado Local Agency Formation Commission for the annexation of certain property as described in Exhibit 1 to the City of South Lake Tahoe, and the detachment of certain inhabited property as described in Exhibit 1 from the Lake Valley Fire Protection District.

3. Finds that the proposed annexation is in the interest of providing efficient provision of governmental services, where the annexation area currently receives municipal services from El Dorado County and Lake Valley Fire Protection District, even though the annexation area is adjacent to the City of South Lake Tahoe and accessed only through City streets, and is geographically removed from the rest of the inhabited portions of El Dorado County. After annexation, the City would provide all core municipal services, including street maintenance, snow removal, police, fire protection, and emergency response.

4. Finds the following are affected agencies: El Dorado County, Tahoe Resource Conservation District, State of California (California Tahoe Conservancy), and South Tahoe Public Utility District.

5. Hereby requests that proceedings be undertaken by the El Dorado Local Agency Formation Commission for the annexation proposed herein.

6. Hereby instructs the City Clerk to file a copy of this Resolution with the El Dorado County Local Formation Commission.

Adopted by the City of South Lake Tahoe City Council at a meeting on March 26, 2024, by the following vote:

Yes
No
Absent
Abstain
________________________ Date:_________
Cody Bass, Mayor
Attest:
________________________
Susan Blankenship, Elected City Clerk
The presence of an electronic signature certifies that the foregoing is a true and correct copy as approved by the City of South Lake Tahoe City Council.
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Resolution 2024-XXX March 26, 2024 Page 3 of 3
EXHIBIT 1
982

CITY OF SOUTH LAKE TAHOE

DEVELOPMENT SERVICES DEPARTMENT - PLANNING DIVISION

NOTICE OF A PUBLIC HEARING

CITY OF SOUTH LAKE TAHOE CITY COUNCIL
Proof of Service by Mail
SUBJECT: 1) A Resolution adopting an amendment to the General Plan LU-1, Land Use Diagram, 2) An Ordinance prezoning 90 parcels located within the City Sphere of Influence in El Dorado County for subsequent annexation of such properties, and amending the City Code Title 6, Chapter 6.55, Article II, and 3) A Resolution initiating proceedings for the annexation of such properties
ADDRESS: Various
APN: Various
DATE OF HEARING: March 26, 2024

TIME AND LOCATION OF
HEARING:
5:30 p.m. at City Council Chambers, 1901 Lisa Maloff Way, South Lake Tahoe, CA 96150

STATE OF CALIFORNIA

COUNTY OF EL DORADO

CITY OF SOUTH LAKE TAHOE
I am an employee of the City of South Lake Tahoe, Development Services Department.

On February 23, 2024, I served the attached notice pursuant to Section 6.55.640 of the South Lake Tahoe Municipal Code and Government Code Sections 65090 and 65091 (Planning and Zoning Law) on the persons named thereon or attached thereto by placing a true copy thereof with postage thereon fully prepaid in the United States mail. I declare, under penalty of perjury, that the foregoing is true and correct.

Signature
Executed on 02/23/2024 by John Hitchcock
Planning Manager
Development Service Department
983

NOTICE OF A PUBLIC HEARING

CITY OF SOUTH LAKE TAHOE CITY COUNCIL
NOTICE IS HEREBY GIVEN that in accordance with Sections 65090 and 65091 (Planning and Zoning Law) of the Government Code: the City of South Lake Tahoe City Council will conduct a public hearing on March 26, 2024 at 5:30 p.m., or as soon thereafter as possible, in the City Council Chambers, 1901 Lisa Maloff Way, South Lake Tahoe Airport, to consider the following agenda item:
1) A Resolution adopting an amendment to the General Plan LU-1, Land Use Diagram, 2) An Ordinance pre-zoning 90 parcels located within the City Sphere of Influence in El Dorado County for subsequent annexation of such properties, and amending the City Code Title 6, Chapter 6.55, Article II, and 3) A Resolution initiating proceedings for the annexation of such properties
General Overview: The City of South Lake Tahoe is proposing to annex the land shown on the attached map into City limits in order to provide more efficient public services.

Currently, municipal services to the annexation area are provided by El Dorado County and Lake Valley Fire Protection District even though the annexation area is adjacent to the City of South Lake Tahoe and accessed only through City streets. After annexation, the City would provide all core municipal services including street maintenance, snow removal, police, fire protection, and emergency response. There is no development project being proposed with this annexation. The pre-zoning process is a required part of the annexation process. The City’s proposed pre-zoning is intended to keep the zoning and allowed uses as similar as possible to the existing County zoning.

Summary: On June 6, 2023, the City Council conducted a public hearing to discuss five annexation scenarios and provide direction to staff. The City Council passed a motion to pursue the “Cleanup Annexation Scenario,” which encompasses the Tahoe Valley Campground and parcels located in the Upper Truckee Marsh adjacent to the City’s jurisdictional boundary.

The City intends to file an Application to Initiate Proceedings for Reorganization with the Local Agency Formation Commission (LAFCO) for El Dorado County. As part of these proceedings, the City of South Lake Tahoe intends to request that LAFCO process a reorganization such that approximately 411.8 acres of territory currently within the unincorporated El Dorado County area would be annexed to the City of South Lake Tahoe.
984
The area to be annexed to the City of South Lake Tahoe are comprised of private and public parcels, which the Tahoe Regional Planning Agency Conceptual Regional Land Use Map designates as either Conservation, Recreation, Residential, or Mixed-Use. In addition, the annexed area is zoned pursuant to the applicable Plan Area Statements as either Conservation, Residential, Recreation, or Commercial/Public Service.

As part of the LAFCO proceedings, LAFCO requires each participating jurisdiction to prezone the respective properties to be annexed, and amend the General Plan accordingly prior to filing a Reorganization Application. The pre-zone, the General Plan and City Code amendment would not become effective unless and until Reorganization is approved by the LAFCO.

Please contact John Hitchcock at (530) 542-7472 or via email at [email protected] with any questions or comments.

Any interested person may appear at the public hearing and present written testimony or speak in favor or against the project proposal. Pursuant to Government Code Section 65009(b)(2), if you challenge the above application in court, you may be limited to raising only those issues, you, or someone else, raised at the public hearing described in this notice, or in written correspondence delivered to the South Lake Tahoe City Council at, or prior to, the public hearing. Written testimony may be addressed to the City Council in care of the City Clerk to [email protected] or mailed to 1901 Lisa Maloff Way, Suite 206, South Lake Tahoe, CA 96150
The City Council agenda and related staff reports are available at least 72 hours in advance of regular meetings on the City’s website https://cityofslt.us/84/Watch-CityCouncilCommission-Meetings or by contacting the City Clerk at (530) 542-6005 Date of Notice: February 23, 2024
985

ANNEXATION AREA MAP
Sierra Boulevard
Barabara Avenue
Alma Avenue
Winemucca Avenue
Winemucca Court
Martin Avenue
986

PREZONE MAP
987
Sources: Esri, HERE, Garmin, USGS, Intermap, INCREMENT P, NRCan, Esri Japan, METI, Esri China (Hong Kong), Esri Korea, Esri (Thailand), NGCC, (c) OpenStreetMap contributors, and the GIS User Community
Annexation Area
Properties Sent Notices
988
1259 EMERALD BAY HOLDING & CA LLC 1259 EMERALD BAY HOLDING CA LLC 2440 LAKETAHOE CA INC 2601 FOUNTAIN AVE TRUST A2Z HOUSING LLC ACTON MICHAEL C CO TR & CAROL K CO TR

ADKINS JANIS S SUC TR & SILVA

EDWARD M II SUC TR

AGGERS MARK BRIAN & KRISTEN
NICOLE

AGUIRRE JOEL & KELLY N

AGUIRRE RAFAEL & GABRIELA AIKEN KIRK D & ELIZABETH A AJS CALIFORNIA HOLDINGS & A CA LLC

AKINS NICHOLAS ALARCON RUBEN & SUSAN M ALDAZ BENJAMIN YANEZ & MORI

YANEZ CARLEE R

ALICEA ADAM J ALIX CHRIS J TR ALKIRE LARRY D & DOROTHY

ALLEN JUDITH A TR ALOFS GLENN M TR & JOY MICHIKO C
TR

ALTMAN VINCENT N & NANCY J

AMATO LESLIE V & PAUL V AMATO RICHARD J ANDA M A REV LIVING TR

ANDERSON LUKE & MELODY CHRISTINE ANDERSON RAMONA G & RICHARD D &

BERESIWSKY BOHDAN

ANDERSON ROGER M & JUDITH L

ANDREOZZI BETH TR & B TRUST
12/16/08

ANGELL AUSTIN WILLARD &

COCKCROFT WALTER ERNEST V

ANTHONY PAUL TR & LYNN TR
989
990

BLANCHETTE GREGORY A &

BLANCHETTE GREGORY A

BLEEG DOMINIK J & JAMES SARA LLOYD BLOOM INVESTMENT CO

BODISCO RICHARD TR & ZDENKA TR BOGER JOHN J TR & JEAN C TR BOLD ROXIE M SURV TR & BOLD ROXIE M TR
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BORELLI ALYSA J BOSSON DONALD W TR & JANICE M TR

BOTKIN RICHARD W & KATHRYN E BOWMAN CALI ELENA & FRASER

MICHAEL STEPHEN

BOYCE DELORES TR AKA & JOHNSON

DELORES BOYCE TR
BRADLEY GINA C & BRADLEY GINA C BRAINARD DALE W TR & BARBARA L TR BRIDGES CAROL TR & C 2015 LIV TRUST

BROEMMER DOUGLAS W & KAREN F BROKAW DAVID CHANNING BROOKINS CAROL & REA BARBARA

BROWN AMBER BROWN DANIEL ROBERT &

BRANDIANNE LLEWELLYN
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BROWN GLENN BROWN GRETCHEN HUGGINS TR BROWN STEPHEN E & SCHWARTZ

KRISTEN
BRUNEL LOUIS PETER BRUSO PAUL & JUDY BUCKHORN TRUST 3/9/2020

BUEHLER MICHAEL & SUSANNE BURBA DAVID TR & MARY D TR BURGESS JAMES DUANE 991

BURNS BARBARA TR & B LIV REV TR OF
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BURRESS TRAVIS B & GUERRA DESTINY
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BUSHROW J M LIV TRUST 6/10/2022

BUTCHER JOANNE BUTLER DELMA F TR & R T RESIDUAL
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BUXTON RICHARD WEBSTER & WREN

CALIFORNIA TAHOE CONSERVANCY CALIFORNIA TAHOE CONSERVANCY CAMPBELL DANIEL JOHN TR & D J LIV TRUST 3/23/15

CAMPBELL LOIS E TR & L E LV RV TRUST CAMPBELL SU TR & S LV RV TR 10/29/08

CAMPBELL YAN

CAMPH CHRISTOPHER ALBERT & KERRY

KATHLEEN

CARRIAGE INVESTMENTS A CA LP CASANOVAS GONZALO M & MARIA

VIRGINIA TR
CASELLA ANDREA L TR & A L 2006 REV
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CAVALLARO DOMENIC J TR & JANET I
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CERCEO CHRIS ALLEN & JEANIE

KAUFMAN

CEZAR NORMA CHACHAGUA RUBEN & MARTINEZ

PATRICIA I

CHALAPENOK ANDREI & LYUDMILA

CHANDLER NICHOLAS FITZGERALD &

KIMBERLIE ANN

CHARNEAU JUSTINE CLAIRE CHAVARRIA FAMILY LLC CA LLC

CHEN CHEVYN KW & SHERILYN MA &

CHEN SANDRA RUTH &

CICCONE THOMAS III & CHRISTINE CLEAR WATER CADRE INVEST LLC CA LLC

COHEN GABE L COLE KEVIN & BOBBI COLEMAN HEATHER ANN & TORY 992

COLLI VICTOR & MARGARET COLLINS ROBERT ALAN COLOMBO CAROLE A TR

CONNOLLEY PATRICK T & HOPPER

ALLISON M

CONTRERAS GUSTAVO ALFONSO &
IRMA R

COONEY KEVIN & MAGDALENA

COONEY ROBERT & CAROL CORCORAN RYAN D & HOLLY E CORTEZ JUAN CARLOS & ESTELA TR

COSTAMAGNA PETER L TR & JOHAN J
TR

COUNTY OF EL DORADO COX REBECCA

CROMWELL DAVID WILLIAM SUCC TR CROSBY JOHNNY L & JO B CURRY ROY D TR & JILL A TR

DALTON DONALD J DARBY RAY ALAN & RAPELJE JULIE ANN
TR

DARLING STEPHEN T

DAVID ERIC & JENNIFER DAVIS JEDIDIAH & DONDERO NIKA DAY MELINDA TR

DAY MELINDA TR & M LIV REV TRUST
6/13/91

DE TARR LESLIE M SURV TR DEBORBA GERLINDE TR SURV TR &

SMITH GERLINDE DEBOR

DECHANT CLYDE CHARLES CO TR & YEN

CHUNG CO TR

DEL RIO GERALD RAYMOND TR DEMPSEY BRIAN P & KOWK JESSICA

DENARIE MARC TR & QU SHERRY XUAN
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DENNIS ROBERT G DEVITA KATHLEEN P TR & K P LV RV
TRUST 1/5/11
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DEWITT FAMILY LIVING TRUST
6/10/2004

DH TAHOE LLC DH TAHOE LLC CA LLC

DH TAHOE LLC CA LLC DHOLLANDE LAURENT & LISA TR DILLE JENNIFER & MASON

DILLON WILLIAM D & MATT DILLOW ROLLIE MICHAEL & KAREN A DITIBERIO RICHARD J CO TR &

BELLANTO STEPHANIE J C

DOBSON MARK & RHONDA DODD DALE M & ANDRISO LAURIE LOU
TR

DOERR RODD TR & REV TR AGR OF
10/18/99

DONAHOE DEISELL & JAMES FRANCIS
TR

DRADY ANTHONY M & TINGLE JULIE M DUFF RYAN CHARLES

DUFFEY JANIE L TR & J L LIV REV TRUST DUMANIS MARIA E & GALLERANI JR

JAMES R

DUNN ROLAND & TRUDY

DYER CURTIS M EATON NANCY O TR & MCCREARY

FRANK O TR

EDWARDS SCOTT & AUSTIN BROOKS

EDWARDS ZACHARY & JOHNSON

COURTNEY ANN

EL DORADO CO OFFICE EDUCATION ELEVATED EQUITIES LLC NV LLC

ELITZUR OFER & PHILLIPS COURTNEY ELLIS CHRISTOPHER W & TECHY J ELSTON JOCELYN H TR

EMERALD BAY PROPERTIES CA LLC EMERY BRADLEY TR & TAMMY TR ENNIS DAVID ALAN 994
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GARAY ALVARO R & JENNIFER D &

QUARTAROLI ROBERT P

GARCIA GEORGE L & SHIRLEY C GARGALIKIS MARK J & LYNN M TR

GARLAND NICOLAS GAVILANES GABRIEL ANDREW &

MCNEIL PEGGY

GAYLOR VICTORIA LYNN

GEISER SAMUEL S TR & JEANNE M TR GHIDOSSI DONNA L TR & WAYNE G TR GIER TROY ROBERT & WARE PAULA M

GILARDI JENNIFER IRENE & DENNIS A
TR

GILL DANIEL J GILL DENNIS LAWRENCE & LORI KAY

GILLON MICHAEL & AMY RENEE
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GLASER RONALD F TR & REV TRUST
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GLEDHILL WAYNE TR GNIAZDOWSKI KIRK & LISA

GOEHRING LINDA J TR & L J FAM TRUST GOLDIN EVAN GOLIGOSKI BRENT

GONGORA JENS M ALEJOS GONZALEZ NICHOLAS E & DANIELLE C GOODE CLAUDE F & RICHARDSON

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GORE RANDY TR & GORE ELIZABETH C

GRABHAM STEVEN & TERESA TR GRAHAM GREGORY S TR & WANDA L TR

GREEN PHILLIP S TR & P LIV REV TR OF
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GREY LARRY L & KAREN M GREY LARRY L & KAREN M GRIFFIN MICHELLE R

GROELZ ROSS & ROSS W GROTHE APRIL C GSTETTENBAUER GREG & JONNI

GUERRERO FRANCISCO J & MARLEN

BETZABE

GUIER JULIA GUNSCH CLAUDE E & VIRGINIA L
GUSSES GEORGE W & LINDSAY R GUY CARSON T & WEIGLE LISA A H20 URBAN SOLUTIONS HOLDINGS CA LLC

HAAS ELIZABETH A HABERLIN HEATH D HADDAD MARTHA M TR & FM LV RV TRUST 9/2/08

HAEFER REID HAEN ANGELA HAGAN JOHN D

HAGOOD ASHLEY HALL STANLEY HALLQUIST JILLIAN
HAMILTON N F TRUST 4/17/2000 HANFORD JACQUELINE GRACE HANSEN E A & SMOTHERS EDWARD M

HANSEN JANET EVELYN TR & J E REV
TRUST 4/17/09

HAPPERSBERGER SUSAN PAULINE

COWAN TR

HARDMAN JEFFREY P & TINA SUJINA

HARRINGTON MICHAEL HARRIS DOUGLAS E & CYNTHIA L HARRIS GARETH S & HARRIS GARETH S 997
HARRISON NANCY L HART JAMEY & DEMA HARWELL FAM LIV TR 1/23/2023

HAUETER CARL F TR & C F LV RV TR
7/17/01

HAVEN NICHOLAS R TR & KATHERINA S
TR

HAYES DEREK & MARIA CONNILEE V
MILL VALLEY CA 94941-4073

HEDLEY ROBERT HAYS & SUSAN LYNN
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HEILIG ALEX & ASHLEY HEIMANN ANNE

HEMENES VICTORIA HENN RYAN CHRISTOPHER & DOSS

AMANDA ELLEN

HENNINGS DIANE M & MALM JOHN L

HERNANDEZ ISRAEL Z & BARRON

MARIA SALUD LOYA

HERNDON TASA M HERRERA RAMON

HILL KRISTY A & DONALD E III HILLIARD BRIAN & BERTAIN

MARGARIDA

HIRSIG PETER & HIRSIG VICTORIA

HOAGLAND PACE ALYSON J & PACE
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HOGAN SANDY G TR & S G REV TRUST HOLDEN JACQUELINE C TR

HOLLAND DAWN RASHEL HOLLINGSHEAD SHIRLEY SUCC TR &

FREUER C M SPECIAL

HORST JENNIFER B & LAING

JACQUELINE
HOUCK GARY A TR & LINDA M TR HUBBERTS LIV TR 10/06/2022 HUBER DANIEL

HUCK KELLY HUDSON LOUIS P TR & L P TRUST
2/18/10

HUILLADE MARGARITA M CARRE LE &

CHERIE M (REM)
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HUNT KIMBERLY ALISON HURST RONALD ALLEN TR HUSSE ERICA HEIDI HUTCHINGS JOSEPH & MARJORIE INOUE BERT & ELAINE K J2M2 LLC

JACKSON KELLY JACKSON THOMAS C JAIME KAREN LEE TR & K LIV REV TRUST 11/19/97

JAMES JESSICA ANN TR JANVRIN JOHN & TAWNI JARRETT EVA SURV TR JARVIS L ELIZABETH JENSEN FAMILY TR 2/22/2023 JOHANSEN BRYAN R TR & BR REV TR 1/30/2018

JOHNSON BERNADETTE DAMEL TR JOHNSON HELEN ELIZABETH & MCCALL

MARY ANNE

JOHNSON HELEN ELIZABETH & MCCALL

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JOHNSON MARSHALL B & KAREN J JOHNSON STEVEN D JONES CHARLENE & WEITSMAN JANET

JONES KAREN LENORE JONES LLOYD MICHAEL & MINDY AKEMI JORDANO SUSAN LEONE TR JOSEPH P A LIV TR 6/2/2006 RESTATED
08/03/2020

JUNG KI WOOK KALYAN ARVIND & MOHAN SUMANA

KANEMURA GARY K & LIZA I KANGAS ELENA M & BOSHAR DANIEL KARCHER COLLEEN F 999

KASCH JODY KAUFMAN RAOUL KEARNEY DAVID J TR

KEENAN JAMES TR & CARMEN TR KELLY DENNIS TR & HENE TR KELLY JAMES & ANNA TR

KELLY TROY A & WILLIAMS DOUGLAS H KELSO JAMES C & KELLEY A KERBAVAZ JOANNE H

KERL CHRISTA C TR & C C REV TRUST
07/12/07

KEY CURTIS L & MICHELLE A KHALIFA SAMAR F & HESHAM G

KILBURY JORDAN D & SMITH KILBURY

COURTNEY

KIRCHNER JOHN N & LYNN D KIRNOS ALEKSANDR

KNEUBUHL STACY KNOX REGINALD V KOSCO BARBARA L TR & N G BYPASS TR 10/23/10

KOVACH DONALD R & BRIANNA E KRAMER GEORGE R & LYNN L KUDEY EDMUND A & KRISTINE M

KUK ERIC KUNIBE TERUYO SURV TR & FAM TRUST
OF 2/26/1992

KURTIS RIX

KURTZMAN DAVID S TR & KAREN M TR LADD NICOLE LYNN LAFLER TOREN & PATINO MARIANNE

LAKE TAHOE COMM COLLEGE DIST LAKE TAHOE PMA LLC CA LLC LAMEBULL ZACHARY & FILLMORE HELEN
1000
LANSANG FAMILY TRUST 8/6/2010 LARUSSA JOSEPH A & LAURA J TR &

MASELLI ANTONETTE

LE TUAN & PHAM LOAN

LEACH JOHN L TR & J L SURV TRUST
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LEASE GUY F & MARGARET M LEDBETTER RAHBECK LLC & JESSICA

LEE STEVEN LEFTEROFF PATSY ANN TR LEMOS SHIRLEY ANN

LEMUS MARINA H & JESSICA LEON EDNA M LEVAND ANDREW JAMES & JAY LUCAS LEVERONI FAM TRUST 10/24/1998 LEVIN MELANIE R LEVINE TODD M & KIM A

LIERAS MARIO LINFORD JULIE M TR LIU YING & JIN RUOFAN

LIVINGSTON WILLIAM KEVIN &

REBECCA JEAN

LLEWELLYN RANDY S & DENISE C LONG NATALIYA

LONG THEODORE & MARIA T LOPES JOAN L LORD ELAINE & LORD ELAINE

LORD ELAINE & SANSONE DENISE LOUGHRAN GENEVIEVE TR & G LIV REV TRUST

LOUIE DARYLE MARTIN AKA & DARYLE

M CO TR

LOVGREN JACK W & VIRGINIA LUCAS CHRISTOPHER & SHAINA TR LUCKE NEVA C 1001

LUCKSINGER MARK R & YOKOTAKE
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LUCKSINGER MARK TR & MARTHA TR LY TRUNG & ANNA

LYNCH NANCY B SUCC TR & FAMILY
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LYNN VICTORIA & MARKOFER PATRICIA
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LYNN VICTORIA & MARKOFER PATRICIA
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LYTTAKER JACQUELINE CAROL MACKEY WANDA JEAN TR & W J TRUST MAHAFFEY JEREL R & VALERIE J TR

MALINOVA RADOSTINA MALM JOHN L & HENNINGS DIANE MANDERSCHIED MAX J

MANTHIRAM VANNI C MANVILLE RENIE A
SOUTH LAKE TAHOE CA 96158

MARAIS KIM LOUISE & BROOKS JAMES
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MARCERON TERESA & GOODRICH
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MARLOW LARRY W & CAROL MART E R & J N TR 06/16/1995 &

JANICE K TR

MARTIN D PATRICK MARTINEZ VICTORINA MASCITTI ERNIE TR & NANCY TR

MATTHEWS SONIA & MICHAEL MAUS DEBRA L MCCREARY MICHAEL KEVIN & MARIE LOUISE

MCCULLOCH HOLLY BILLINA & ANDREW

WILLIAM TR

MCDANIEL MARTHA C MCDONALDS CORP OF DE

MCDONALDS CORP OF DE MCFADDEN CHRISTIAN & KIMBERLY MCGRATH KELLY S TR & VIVIAN R TR 1002

MCGUINNESS TEGAN C MCKNIGHT CLAYTON M & BONNIE E MCLEVIS TAMARA & MICHIE ANDREW

MCNAMARA DANNY & HEATHER MEDEIROS ANNA KATHRYN CO TR &

ATKINSON JERRY W CO

MEERLY RICHARD O & CLAY SUSAN A

MEGO STEVEN C & ERIKA L MELCHER TRAVIS C & BARBARA A MELLO MICHAEL A TR

MELVIN MICHAEL O TR & M FAM TRUST
8/21/15

MENKENS AARON & THOMSON BLAKE METRIK MICHAEL & SCHESLAVSKY IRINA

MEYER RICHARD D MEYER RICHARD D MEZA FRANCISCO & SYLVIA

MIDDLETON PHILLIP TR & SUSAN TR MIGDOL MONIQUE MILES JENNIFER

MILLER H DALE TR & MILLER H DALE &

HAROLD DALE
MILLER J J TR 3/4/1994 MILLS LAURA E TR & LM TRUST
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MINAHAN MICHELLE J MINAR SCOTT L MLYNSKY HELMUT TR & SHERRY TR

MOFFETT MARK W & JILL M MONTOYA ANNA MOORHOUSE JENNIFER TR & J LIV REV TR 5/3/17

MORA VICTOR E & ARREOLA

CONCEPCION

MORAN JENNIFER L TR MORGADO EDMUNDO ALBERTO
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MORIOKA THOMAS K TR & KAREN TR MORRIS DANIEL E & ROXANNE T TR MORRONE DONNA

MOSHER MELBA OUIDA TR & W SR&M
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MOSHER MELBA OUIDA TR & W SR&M
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MUEHLBAUER ROBERT & MONEKA

URBANSKE

MUND BRUCE W & MERLE J TR MUNGUIA MOISES M & MEZA MARIA MUNRO DEL TR & D LIV REV TRUST 9/26/13

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NARIMATSU KEVIN KEI TR & JAYNE

STEPHANIE ADELE TR

NEIGER HEINZ TR & BRIGITTA TR NEILSON MARK JORGEN

NEW HEIGHTS CA LLC NEWELL MICHAEL & JACKIE NICHOLAS GUY C & WENDY TR

NICHOLS CHARLES W TR & BETTY JANE
TR

NICKELS CATHLEEN & ADAM NICPONSKI WILLIAM J & CATHERINE L TR

NIELSEN CORY LEE NIGEL DAVID M TR & ROSE I TR NIKFARJAM SASAN & IZADJOU

KAMERON
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1005
POPAT LIV TR 11/30/2004 & KAUSHIK

LAXMIDAS TR

PORTELA ERIC & MILLERMON PORTELA

DEBORAH

PRERA AILEEN M

PRESTON JOHN WALTER TR &

KATHLEEN TR

PRINCE HAROLD PROPERTIES LLC &

ATTN STORE ACCOUNTI

PRINCE HAROLD PROPERTIES LLC &

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RAY CONNIE E TR RAYMOND TERRENCE G & KATHY S REAL JESUS PRECIADO & EILEEN SUE TR REID B T REV TR 9/7/2023 REIN DUANE & ERIC RENZI KELLI L

RETTA JOHN C & CHRISTINE E REYNOLDS ALORA & ZISA JOHN REZIAPKINE YEKATERINA

RHODES ANNETTE L SURV TR &

RHODES ANNETTE L TR

RHODES DAVID J & NANCY E RIKKELMAN EDWIN M TR & ANNA J TR

RILEY KATHRYN & FEIGER GAVIN RINEHART STEBBIN RISSO FRANK HENRY & ROBYN L

RITTENHOUSE JARED & DAVID RIVA JUDITH JEAN TR & RIVA WILLIAM

ALLEN CO TR AKA

RIVARA EILEEN

ROBERTS BARBARA ROBERTSON SCOTT A & TERRY L ROBINSON CRAIG M 1006
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SHANNON DONALD J III SHAW NICOLAS R & EMILY S SHAW SUSAN IRWIN TR

SHEEHAN ANDREW & ANDRIGHETTO

SHERRI L

SHELL JAMES P & CHRISTINA K SHI ZUO RONG & LIAN ZHENGFANG TR

SHIH VANESSA SHORTRIDGE ALLAN & LEE ANNE SHORTRIDGE ALLAN L & LEEANNE M

SHOTT JOHN M & SUSAN SIEGAN MARTIN & JOYCE SIEN CALVIN N & KELLY K

SIHOTA KIRANDEEP KAUR SILVER SANDRA SINARLE KEVIN L TR & MERRILLSINARLE

JENNIFER L TR

SMITH MICHAEL E TR & JANICE E TR SMITH RAINE H SURV TR SMITH SARAH & BLACKER JOHN KIRBY

SMITH STEVEN A & ANNA MARIE SMITH TODD R & JENNIFER R SOLATI MEHRDAD TR

SOLLECITO JOSEPH & JULIE K CO TR SOLWICK JEFFREY A SORYS SLAWOMIR P TR & MALGORZATA T TR

SOTELO JAMES & LINDSAY SOUTH TAHOE PUBLIC UTIL DIST SPANGLER WILLIAM

SPOELSTRA CAROL & GARY
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SPRANZ LINDA CHRISTINE
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SPRINGMEYER BONNIE TR & B FAM LIV
REV TR
1008
1009

TERRY CAROL NOEL TR & C N TRUST
DTD 08/30/11

THOMPSON APARTMENTS LLC THROCKMORTON KIM

THULEEN PETER J TICAS MARSHA KAY TR & M K LIV TRUST
3/13/15

TIECK ARTHUR RAYMOND III & HAVEN
TR

TOELKES JAMES PHILIP & KATHLEEN E TOM MICHAEL TR & MYRTLE M TR TOMKINSON ADRIAN & DENISE

TORRES JOHN S TR & LIV REV TRUST
10/27/95

TOVAR JOSE L TRIPIER JEAN YVES & KARINE

TSANG CHIUWAI & YEUNG MABEL TUBANDT DONALD D & DIANNE K TR TUBB TERRY EVIN TR & T E LIV REV TRUST 2016

TUCKER RICHARD & KIMBERLY TURNAGE GLENN F TR & JOY TR UNDERHILL SARAH FELCHLIN TR & S F TRUST 6/30/17

UNITED STATES OF AMERICA & U S

FOREST SERVICE

UNITED STATES OF AMERICA & U S

FOREST SERVICE

UPTON JOHN E TR & ROXANA K TR

VADENAIS RICHARD H TR & R H REV
TRUST 9/15/05
VAZQUEZ-JIMENEZ JO JESUS & MACIASAVINA LORENAVIAL JOHN M TR & DEBORAH L TR

VLEREBOME NICOLE LAKO WAGES JAIMIE L & TODAK JACQUELINE & RODEN LOWE JOS

WAGNER JONATHON

WAGNER RONALD J & KAREN D WALCHLI PAUL WALTERS MARK & REBECCA 1010
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ZANOVITCH WILLIAM & COLLEEN ZARATE FEDERICO RAMOS & DIAZ

RAQUEL RAMOS

ZEPEDA ISAAC & MARTINEZ MARCELA

ZHAO JIANZHOU JASON & QI SONGYUN
DIANA

ZYWICIEL ROBERT
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March 26, 2024 City Council Meeting - Page 2 of 2
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SUMMARY MEMORANDUM
October 16, 2023
To: Joseph Irvin and Heather Stroud, City of South Lake Tahoe From: Kuda Wekwete, Jerry Wen, and Graeme Fraser, DTA
Subject: Potential Fiscal Impacts to the City of South Lake Tahoe Resulting from the Proposed Land Annexations
The objective of this Executive Summary of a Fiscal Impact Analysis (the “FIA”) is to analyze the incremental net fiscal impact on the City of South Lake Tahoe (the “City”) upon annexing two territories of land (the “Annexation Areas”) within the Unincorporated County of El Dorado (the “County”). Specifically, the intent of this memorandum is to evaluate the projected fiscal impact of annexing each Annexation Area to the City by comparing the property tax and sales tax revenues that could be potentially generated by such Annexation Area against the costs to provide public safety and public work services therein.

A Description of Proposed Annexation Areas
As illustrated in Figure 1, the City is currently contemplating the annexation of the Heavenly Parcels, encompassing the California area of the Heavenly Resorts, and Cleanup Parcels, comprising generally the Tahoe Valley Campground and Johnson Meadow to create logical extensions of its boundaries.

Figure 1: Map for the Annexation Areas
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2 City of South Lake Tahoe October 16, 2023
Potential Fiscal Impact to the City Resulting from the Proposed Land Annexations Current parcel characteristics and demographic data for the Annexation Areas are listed in Table 1. Note, the City provides the estimated residential population for each Annexation Area. In addition, DTA utilizes the 2023 Employment Profiles by NAICS Codes reports, produced by Environics Analytics (“EA”), to identify the number of employees working within each Annexation Area.

Table 1: Parcel Characteristics and Demographic Data for Annexation Areas Annexation
Area
Gross
Acres
Number of
Parcels
Residential
Population Employees
Heavenly 2,860.27 31 0 1,771
Cleanup 378.05 87 125 10
B Property Tax Analytic Methodology and Assumptions
Property tax revenues are specifically based on the City’s estimated share of the general 1% ad valorem property tax levy. For the purpose of this analysis and at the direction of the City staff, it is assumed that the City General Fund will receive 50% of the 1% ad valorem property tax levy allocable to the County General Fund, net of the projected Education Revenue Augmentation Fund (“ERAF”) property tax shifts, upon the annexation of each Annexation Area to the City. Notably, the 1% ad valorem property tax revenues for each Annexation Area are estimated based on the Fiscal Year (“FY”) 2021-22 basic 1% [Proposition (“Prop”) 13] property tax from Tax Rate Areas (“TRAs”) encompassing such Annexation Area and the FY 2022-23 taxable valuation of corresponding TRAs, per the County Auditor’s Office.

The passage of Proposition 1A in California in 2004 enacted a constitutional amendment that introduced a new methodology to calculate Property Taxes in Lieu of Vehicle License Fees (“VLFs”). Per California Revenue and Taxation Code §97.70, the amount of Property Taxes in Lieu of VLFs now grows in proportion to the growth rate of gross assessed valuation in a city or county. Property Taxes in Lieu of VLF revenues are projected to grow with the change in the Citywide gross assessed valuation of taxable property from the prior FY.

Property Taxes in Lieu of VLF revenues constitute an addition to other property tax apportionments and were calculated for the purposes of this analysis at $0.41 per $1,000 increase in assessed valuation on a Citywide basis. Table 2 presents the details regarding the Property Taxes in Lieu of VLF assumptions utilized in the Tax Revenue Analysis.

Table 2: Property Taxes in Lieu of VLF Assumptions
Description Assumptions
City – Total Assessed Value (FY 2022-23) $6,116,335,132 City – VLF Property Tax Revenues (FY 2022-23) $2,515,000 VLF Property Tax In-Lieu per $1,000 Assessed Value $0.41 C Direct Sales Tax Analytic Methodology and Assumptions DTA utilizes the Retail Market Power® Retail Stores Opportunity Gap analysis (the “Retail Report”), produced by EA, to identify retail supply characteristics of trade areas representing the Annexation Areas. As illustrated in Table 3, EA derives the estimated supply of retail goods currently available within such trade area, which serves as the basis for the taxable retail sales receipts for each Annexation Area.
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3 City of South Lake Tahoe October 16, 2023
Potential Fiscal Impact to the City Resulting from the Proposed Land Annexations Table 3: Projected Taxable Sales Receipts for Annexation Areas Annexation Area Projected Taxable Sales Receipts
Heavenly $3,133,442
Cleanup $169,328
Notably, there are certain limitations to the Retail Report when a trade area being analyzed is comprised of dispersed retail establishments such as the Heavenly Parcels. Although restaurants and retail shops within the Heavenly Parcels are seasonal in nature, it is anticipated that the annual sales of such store types would exceed the current estimated taxable sales receipts of $3.1 million. For illustrative and comparative purposes, the average 2022 sales revenue for a Chipotle Mexican Grill restaurant is $2.8 million. Given the higher price points for restaurants in the Heavenly Parcels and a substantial number of visitors during the peak season, it is safe to assume that the annual sales revenue of restaurants alone will be greater than 11% of the revenue of a typical Chipotle Mexican Grill store. Notwithstanding the foregoing, the sales tax projection for the Heavenly Parcels is conservatively based on the taxable sales receipts of $3.1 million.

The City currently receives 2.50% of taxable sales receipts, which include a 1.00% sales tax established by Municipal Code §3.10.050, the Measure Q sales tax, a 0.50% voter-approved sales tax, and the Measure S sales tax, a 1.00% voter-approved sales tax. For the purpose of this analysis and at the direction of the City staff, it is assumed that the City will receive 100% of applicable sales taxes upon the annexation of each Annexation Area to the City.

D Public Safety and Public Work Cost Analytic Methodology and Assumptions DTA utilizes the Per Capita/Multiplier Approach to estimate the costs of providing public safety and public work to each Annexation Area upon its annexation to the City, which involves calculating the average costs per Capita/Persons Served utilizing the fiscal year (“FY”) 2022-2023 City Budget and applying these cost factors to the estimated numbers of Persons Served within each Annexation Area. DTA has determined that utilizing a Persons Served population comprised of all residents and 50% of the employees working at locations within a given service area is common fiscal practice in generally quantifying the impacts of new service area if more specific local data or facilities usage data is not readily available. This ratio assumes that an employee would spend only 8 active hours in the City per day versus a resident who is active for 16 hours a day. This would yield an estimated Persons Served population of 30,171 based on 22,800 City residents1
and 50% of 14,741 employees working within the City2.

The foregoing Persons Served population estimate requires an additional adjustment to account for the fact that the City is already providing road maintenance and snow plowing services to the Heavenly Parcels and Cleanup Parcels due to the immediate proximity and geography. Furthermore, under current cooperative arrangements between the City Fire Department and Lake Valley Fire Department, the City Fire Department is the first responder for non-forest fire incidents3 to the Heavenly Parcels and Cleanup Parcels.

Hence, DTA revised the estimated Persons Served population from 30,171 to 31,187 to account for 125 residents and 50% of 1,781 employees working within those areas. 1 Source: California Department of Finance, Housing and Population Information, January 1, 2022. 2 Source: EA, EmploymentProfiles by NAICS Codes 2023 for the City of South Lake Tahoe. 3 The California Department of Forestry and Fire Protection will respond to the forest fire incidents. 1016
4 City of South Lake Tahoe October 16, 2023
Potential Fiscal Impact to the City Resulting from the Proposed Land Annexations Table 4 presents the calculation of the gross marginal increase in public safety and public work expenditures on a per Person Served basis.

Table 4: General Fund Public Safety and Public Work Expenditures (Multiplier Method) Service Category
FY 2022-2023 City
General Fund
Expenditures
Persons Served
Population
Gross Marginal
Cost Increase per
Person Served
Police $13,223,803 30,171 $438.30
Fire $9,986,351 31,187 $320.21
Public Work $4,478,081 31,187 $143.59
Notably, DTA did not include the substantial number of annual City visitors in determining the Persons Served population, even though such methodology would yield more accurate (i.e., lower) cost parameters to account for the service demands generated by the visitors.

As detailed later in Sections E and F, the City is already providing the majority of the public safety and public work services to the Heavenly Parcels and Cleanup Parcels, which are the only areas with a significant number of visitors. Therefore, the cost parameters listed in Table 4 reflect the public safety and public work expenditures required to meet the service demands generated by the visitors to the Heavenly Parcels and Cleanup Parcels, and would necessitate an incremental increase to the City’s current public safety and public works expenditures once the City becomes the official provider of those services after the annexation.

The City’s public safety and public work expenditures are not expected to increase on a one-to-one basis with the annexation of each Annexation Area. To project these numbers without any adjustment would result in inaccurate conclusions. In order to accurately reflect the estimated ratio of fixed costs to variable costs, DTA applied a series of discount rates to those expenditures with consideration of circumstances applicable to each Annexation Area upon its annexation to the City.
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5 City of South Lake Tahoe October 16, 2023
Potential Fiscal Impact to the City Resulting from the Proposed Land Annexations E Proposed Annexation of Heavenly Parcels
As illustrated in Figure 2 and presented in Attachment 1, the proposed annexation of the Heavenly Parcels is comprised of one TRA and encompasses approximately 2,860.27 gross acres of land within the unincorporated County, with 137.28 acres of land owned by private entities and 2,722.99 acres of land owned by public agencies and/or tax-exempt entities.

Figure 2: Map for the Heavenly Parcels
As listed in Table 5, the annexation of the Heavenly Parcels is anticipated to generate $148,081 in the estimated tax revenues upon its annexation to the City. A detailed explanation of these calculations is presented in Attachment 1.

Table 5: Projected Tax Revenues Upon Annexation of the Heavenly Parcels Estimated Property Tax Revenues Total Estimated
Sales Tax
Revenues
Total Estimated
Tax Revenues 1% Ad Valorem
Property Tax
Property Taxes in
Lieu of VLF
$50,068 $19,676 $78,336 $148,081
As detailed in Section D, the annexation of the Heavenly Parcels is anticipated to incur de minimis incremental increase in the City’s fire and public work expenditures upon its annexation, as the City is already providing those services to the Heavenly Parcels. The County Sheriff currently handles service calls to the Heavenly Parcels, with the City Police providing supplementary support. Although the City Police Department would become the primary agency for calls to the Heavenly Parcels upon its annexation, the County Sheriff is expected to reciprocate the supplementary support that it currently receives for the Heavenly Parcels. Hence, the City Police is not anticipated to need additional officers or 1018
6 City of South Lake Tahoe October 16, 2023
Potential Fiscal Impact to the City Resulting from the Proposed Land Annexations staff to provide service to the Heavenly Parcels. To reflect the minimum expected increase in the ratio of variable costs to fixed costs, DTA applied a 75% discount to the gross City police cost multiplier of $438.30. As illustrated in Table 6, the annexation of Heavenly Parcels is anticipated to incur $97,083 in the estimated public safety and public work expenditures upon its annexation to the City.

Table 6: Projected Incremental Service Expenditures Upon Annexation of the Heavenly Parcels Residential
Population Employees
Persons
Served
Population1
Marginal Cost Increase per Person Served Total Estimated Incremental
Service
Expenditures
Police Fire Public
Work Total
0 1,771 886 $109.58 $0.00 $0.00 $109.58 $97,083
Note:

1. Comprises all residents and 50% of the employees.

Based on the estimated tax revenues listed in Table 5 and the estimated public safety and public work expenditures presented in Table 6, the annexation of the Heavenly Parcels is projected to generate $50,998 in annual fiscal surplus based on these selected fiscal revenues and expenditures.

F Proposed Annexation of Cleanup Parcels
As illustrated in Figure 3 and presented in Attachment 2, the proposed annexation of the Cleanup Parcels is comprised of two TRAs and encompasses approximately 378.05 gross acres of land within the unincorporated County, with 87.40 acres of land owned by private entities and 290.65 acres of land owned by public agencies and/or tax-exempt entities.

Figure 3: Map for the Cleanup Parcels
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7 City of South Lake Tahoe October 16, 2023
Potential Fiscal Impact to the City Resulting from the Proposed Land Annexations As listed in Table 7, the annexation of the Cleanup Parcels is anticipated to generate $12,694 in the estimated tax revenues upon its annexation to the City. A detailed explanation of these calculations is presented in Attachment 2.

Table 7: Projected Tax Revenues Upon Annexation of the Cleanup Parcels Estimated Property Tax Revenues Total Estimated
Sales Tax
Revenues
Total Estimated
Tax Revenues 1% Ad Valorem
Property Tax
Property Taxes in
Lieu of VLF
$6,115 $2,346 $4,233 $12,694
As detailed in Section D, the annexation of the Cleanup Parcels is anticipated to incur de minimis incremental increase in the City’s fire and public work expenditures upon its annexation, as the City is already providing those services to the Cleanup Parcels. Since the Cleanup Parcels are primarily comprised of the Tahoe Valley Campground and Upper Truckee Marsh, the City Police does not expect to receive frequent service calls to those areas. Hence, DTA applied a 50% discount to the gross City police cost multiplier of $438.30.

As illustrated in Table 8, the annexation of the Cleanup Parcels is anticipated to incur $28,490 in the estimated public safety and public work expenditures upon its annexation to the City.

Table 8: Projected Incremental Service Expenditures Upon Annexation of the Cleanup Parcels Residential
Population Employees
Persons
Served
Population1
Marginal Cost Increase per Person Served Total Estimated Incremental
Service
Expenditures
Police Fire Public
Work Total
125 10 130 $219.15 $0.00 $0.00 $219.15 $28,490
Note:

1. Comprises all residents and 50% of the employees.

Based on the estimated tax revenues listed in Table 7 and the estimated public safety and public work expenditures presented in Table 8, the annexation of the Cleanup Parcels is projected to incur $15,796 in annual fiscal deficit based on these selected fiscal revenues and expenditures.
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8 City of South Lake Tahoe October 16, 2023
Potential Fiscal Impact to the City Resulting from the Proposed Land Annexations G Fiscal Impact Conclusion Summary for Proposed Annexations The projected fiscal impact for each Annexation Area upon its annexation to the City is summarized in Table 9. As shown in Table 9, the annexation of both Heavenly Parcels and Cleanup Parcels is projected to generate $35,202 in annual fiscal surplus to the City.

Table 9: Summary of Projected Annual Fiscal Impact for Annexation of Annexation Areas Annexation
Area
Gross
Acres
Persons
Served
Population
Estimated
Annual Tax
Revenues
Estimated
Annual
Service
Expenditures
Projected
Annual Fiscal
Surplus/
(Deficit)
Heavenly 2,860.27 886 $148,081 $97,083 $50,998
Cleanup 378.05 130 $12,694 $28,490 ($15,796)
Total 3,238.32 1,016 $160,775 $125,573 $35,202
If you have any further questions regarding this Executive Summary, please feel free to contact Kuda Wekwete or Jerry Wen at (800) 969-4DTA.

Enclosures:

1. Attachment 1 – Proposed Heavenly Parcels Annexation

2. Attachment 2 – Proposed Cleanup Parcels Annexation
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ATTACHMENT 1
City of South Lake Tahoe
Potential Property Tax and Sales Tax Revenues Resulting from the Proposed Land Annexations

PROPOSED HEAVENLY

PARCELS ANNEXATION

1022
Taxable
TaxExempt
[1]
Total Taxable Tax-Exempt [1] Total Gross [3] ERAF Shift [4] Net County City [5] Basic 1% Allocation In Lieu of VLFs Total 075-036 137.28 2,722.99 2,860.27 9 22 31 $47,852,018 29.44% 28.92% 20.93% 10.46% $0.41 $50,068 $19,676 $69,745 Total 137.28 2,722.99 2,860.27 9 22 31 $47,852,018 N/A N/A N/A N/A N/A $50,068 $19,676 $69,745 Notes:
[1] Excludes parcels that do not have TRA information.
[2] Source: El Dorado County Auditor-Controller.[3] Based on applicable FY 2021-22 basic 1% property tax allocation factors earmarked for the El Dorado County General Fund.[4] Based on the FY 2021-22 Countywide factor.[5] Assumes the City would receive 50% of County's current allocation after annexation. [6] Based on the projected FY 2022-23 Property Tax in lieu of VLF and citywide assessed valuation. Proposed Annexation of Heavenly Parcels Property Tax Revenue Analysis Tax Rate Area Acres Parcel Count Net Taxable Value [2] FY 2022-23 1% PT Allocation Factors Property Tax In Lieu of VLF Increase per $1,000 Assessed Value [6] Estimated Property Tax Revenues www.FinanceDTA.com
18201 Von Karman Avenue, Suite 220Irvine, CA 92612
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ATTACHMENT 2
City of South Lake Tahoe
Potential Property Tax and Sales Tax Revenues Resulting from the Proposed Land Annexations

PROPOSED CLEANUP

PARCELS ANNEXATION

1024
Taxable Tax- Exempt [1] Total Taxable Tax- Exempt [1] Total Gross [3] ERAF Shift [4] Net County City [5] Basic 1% Allocation In Lieu of VLFs Total 075-025 8.80 253.46 262.26 9 12 21 $1,086,905 33.23% 28.92% 23.62% 11.81% $0.41 $1,284 $447 $1,731 075-036 78.60 37.19 115.79 6 60 66 $4,617,549 29.44% 28.92% 20.93% 10.46% $0.41 $4,831 $1,899 $6,730 Total 87.40 290.65 378.05 15 72 87 $5,704,454 N/A N/A N/A N/A N/A $6,115 $2,346 $8,461 Notes:
[1] Excludes parcels that do not have TRA information.[2] Source: El Dorado County Auditor-Controller.[3] Based on applicable FY 2021-22 basic 1% property tax allocation factors earmarked for the El Dorado County General Fund. [4] Based on the FY 2021-22 Countywide factor.[5] Assumes the City would receive 50% of County's current allocation after annexation. [6] Based on the projected FY 2022-23 Property Tax in lieu of VLF and citywide assessed valuation.

Proposed Cleanup Parcels Annexation
Property Tax Revenue Analysis
Tax Rate Area
Acres Parcel Count
Net Taxable
Value [2]
FY 2022-23 1% PT Allocation Factors
Property Tax In
Lieu of VLF
Increase per $1,000
Assessed Value [6]
Estimated Property Tax Revenues
www.FinanceDTA.com
18201 Von Karman Avenue, Suite 220Irvine, CA 92612
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Public Finance
Public-Private Partnerships
Development Economics
Clean Energy Bonds

PLAN FOR SERVICE

CITY OF SOUTH LAKE TAHOE

PROPOSED ANNEXATION OF HEAVENLY PARCELS

AND CLEANUP PARCELS
December 15, 2023
1026
www.FinanceDTA.com 18201 Von Karman Avenue, Suite 220
Irvine, CA 92612

CITY OF SOUTH LAKE TAHOE

PLAN FOR SERVICE

PROPOSED ANNEXATION OF HEAVENLY PARCELS AND

CLEANUP PARCELS
Prepared for:

City of South Lake Tahoe
Attention: Joseph Irvin and Heather Stroud
1901 Lisa Maloff Way
South Lake Tahoe, CA 96150
1027
TABLE

OF CONTENTS

SECTION PAGE
I INTRODUCTION .............................................................. 1 A Purpose of the Plan for Service ....................................... 1 B Description of the Annexation Areas ............................. 1 C Minimal Service Demand for Nondevelopable Portion of Annexation Areas .................... 2

II PLAN FOR SERVICE BEFORE AND AFTER
ANNEXATION OF ANNEXATION AREAS .................... 3
A General Government and Administrative
Services ................................................................................. 5 B Fire Protection and Emergency Response
Services ................................................................................. 5 C Forest Fire Protection Services ........................................ 6 D Law Enforcement ................................................................ 6 E Search and Rescue ............................................................. 6 F Library ................................................................................... 6 G Parks and Recreation ......................................................... 7 H Animal Control .................................................................... 7 I Water ..................................................................................... 7 J Wastewater .......................................................................... 8 K Roadway Maintenance and Snow Plowing ................... 8 L Flood Control and Drainage ............................................. 8 M Utilities .................................................................................. 8 N Schools .................................................................................. 9 O Solid Waste Management ................................................. 9 III FISCAL IMPACT ............................................................. 10 1028
1 SECTION I

INTRODUCTION
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com

I INTRODUCTION
DTA has been retained to prepare a Plan for Service (“PFS”) for the City of South Lake Tahoe (the “City”) to serve the proposed annexation of the Heavenly Parcels and Cleanup Parcels (collectively referred to hereinafter as the “Annexation Areas”). The entirety of the Annexation Areas are currently located within the unincorporated portion of the County of El Dorado (the “County”).

A Purpose of the Plan for Service
The City is in the process of submitting separate annexation applications (the “Annexation Applications”) to the County Local Agency Formation Commission (“LAFCO”) for the annexation of Annexation Areas into the City. LAFCO requires the preparation and certification of a study, called a PFS, when a jurisdiction is to be impacted by a proposed change of organization or reorganization, such as an annexation of additional properties into its jurisdiction. The intent of this PFS is to provide LAFCO with sufficient information to assess the capabilities of the City related to providing municipal services to the Annexation Areas once they have been absorbed by the City. In addition, the PFS includes information on the fiscal impacts of such annexation action on the City General Fund.

B Description of the Annexation Areas
As illustrated in Figure 1, the City is currently pursuing the annexation of the Heavenly Parcels, encompassing the California area of the Heavenly Resorts, and Cleanup Parcels, comprising generally the Tahoe Valley Campground and Johnson Meadow, to create logical extensions of its boundaries.

Figure 1: Map for the Annexation Areas

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2 SECTION I

INTRODUCTION
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com
Current parcel characteristics and demographic data for the Annexation Areas are listed in Table 1. Note, the City provides the estimated residential population for each Annexation Area. In addition, DTA utilizes the 2023 Employment Profiles by NAICS Codes reports, produced by Environics Analytics (“EA”), to identify the number of employees working within each Annexation Area.

Table 1: Parcel Characteristics and Demographic Data for Annexation Areas Annexation
Area
Gross
Acres
Number of
Parcels
Residential
Population Employees
Heavenly 2,860.27 31 0 1,771
Cleanup 378.05 87 1251 10
Note:

1. Comprises permanent residents and transient occupants on the Tahoe Valley Campground.

C Minimal Service Demand for Non-developable Portion of Annexation Areas Approximately 95% of the Heavenly Parcels and 77% of the Cleanup Parcels are comprised of non-developable areas of ski terrain and marsh, respectively. As a result, municipal services to be provided within those areas will be minimal. Hence, this study will focus on the capabilities of the City to provide municipal services solely to the developed portion of the Annexation Areas once it has been absorbed by the City. 1030
3 SECTION II

PLAN FOR SERVICE BEFORE AND

AFTER ANNEXATION OF

ANNEXATION AREAS
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com

II PLAN FOR SERVICE BEFORE AND AFTER ANNEXATION OF ANNEXATION AREAS
The list of municipal services necessary to serve the Annexation Areas are the following:

General Government and Administrative Services;
Fire Protection and Emergency Response Services;
Sheriff/Police and Public Safety Services;
Search and Rescue;
Library;
Parks and Recreation;
Animal Control;
Water;
Wastewater;
Roadway Maintenance and Snow Plowing;
Flood Control and Drainage;
Utilities;
Schools; and
Solid Waste Management.

Table 2 provides a summary of which public agencies are currently responsible for providing each type of municipal service, prior to the annexation, as well as which public agency is anticipated to be providing that same service after the annexation. 1031
4 SECTION II

PLAN FOR SERVICE BEFORE AND

AFTER ANNEXATION OF

ANNEXATION AREAS
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com
Table 2: Municipal Services Providers for the Proposed Project Municipal Services Current Municipal Provider Future Municipal Provider After Annexation
General Government and
Administrative Services1
County of El Dorado City of South Lake Tahoe
Fire Protection and
Emergency Response
Services
Lake Valley Fire Protection District South Lake Tahoe Fire Department Forest Fire Protection
Services
California Department of Forestry and
Fire Protection (“CAL FIRE”) and United
States Forest Service (“USFS”)
CAL FIRE and USFS
Sheriff/Police and Public
Safety El Dorado County Sheriff's Department South Lake Tahoe Police Department Search and Rescue El Dorado County Sheriff's Department El Dorado County Sheriff's Department Library El Dorado County Library System El Dorado County Library System Parks and Recreation
Heavenly Parcels: Van
Sickle Bi-state Park California Tahoe Conservancy (“CTC”) CTC Cleanup Parcels:

Johnson Meadow – Bike
Trail and Meadow
Amenities
CTC and Tahoe Resource Conservation
District (“TRCD”) CTC and TRCD
Animal Control El Dorado County Animal Services El Dorado County Animal Services Water South Tahoe Public Utility District South Tahoe Public Utility District Sewer South Tahoe Public Utility District South Tahoe Public Utility District Roadway Maintenance and
Snow Plowing
El Dorado County Department of
Transportation and South Lake Tahoe
Public Works Department
South Lake Tahoe Public Works
Department
Flood Control and Drainage El Dorado County Department of Transportation
South Lake Tahoe Department of Public
Works
Utilities
Cable/Internet
Provider/Phone Spectrum Spectrum
Power Liberty Utilities Liberty Utilities
Natural Gas Southwest Gas Southwest Gas
1 Including General municipal administration, planning and community development services, economic development, local road operation and maintenance (“O&M”), street lighting O&M, local parks O&M, and human resources, among other services.
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5 SECTION II

PLAN FOR SERVICE BEFORE AND

AFTER ANNEXATION OF

ANNEXATION AREAS
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com
Municipal Services Current Municipal Provider Future Municipal Provider After Annexation
Schools Lake Tahoe Unified School District Lake Tahoe Unified School District Solid Waste Management South Tahoe Refuse & Recycling
Company
South Tahoe Refuse & Recycling
Company
A written narrative describing the pre-annexation and post-annexation provision of each service listed above follows:

A General Government and Administrative Services
A.1 Before Annexation
The County currently provides general government and administrative services to the Annexation Areas. These include certain services that the County only provides in the unincorporated County, such as planning and community development services, economic development, arterial, collector and other local road operation and maintenance (“O&M”), local parks O&M and human resources, among other services. In addition, the County provides certain services on a Countywide basis to both cities and the unincorporated County, such as criminal justice services related to jails and courts, which include district attorney, public defender, and probation services, as well as health and welfare services and other Countywide functions.

A.2 After Annexation
The City will assume responsibility for all of the administrative and general government services that had been previously provided by the County exclusively for unincorporated County areas. As discussed above, these would include planning and community development services, economic development, local road O&M, etc. within the Annexation Areas. However, the other services currently provided by the County on a Countywide basis, such as criminal justice services related to jails and courts, which include district attorney, public defender and probation services, and health and welfare services, will continue to be the County’s responsibility within the Annexation Areas.

B Fire Protection and Emergency Response Services
B.1 Before Annexation
Heavenly Parcels and Cleanup Parcels are currently located within the jurisdiction of the Lake Valley Fire Protection District (“LVFPD”). Under current cooperative arrangements between the LVFPD and South Lake Tahoe Fire Department (“City FD”), the City FD is the first responder for non-forest fire incidents to the Heavenly Parcels and Cleanup Parcels.
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6 SECTION II

PLAN FOR SERVICE BEFORE AND

AFTER ANNEXATION OF

ANNEXATION AREAS
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com
B.2 After Annexation
The City FD will become the official provider of fire protection and emergency response services to the Annexation Areas after their annexation. As discussed in the previous section, City FD has been the primary provider of those services to the Annexation Areas.

C Forest Fire Protection Services
C.1 Before Annexation
California Department of Forestry and Fire Protection (“CAL FIRE”) and United States Forest Service (“USFS”), currently provides forest fire protection to the Annexation Areas.

C.2 After Annexation
CAL FIRE and USFS will continue to provide forest fire protection services to the Annexation Areas after their annexation.

D Law Enforcement
D.1 Before Annexation
The El Dorado County Sheriff’s Department provides public safety services, including homeless and encampment management, to the unincorporated areas.

D.2 After Annexation
The South Lake Tahoe Police Department (“City PD”) will provide law enforcement services, including homeless and encampment management, to the Annexation Areas after its annexation. The Annexation Areas are anticipated to be adequately served by police protection services.

E Search and Rescue
E.1 Before Annexation
The El Dorado County Sheriff’s Department currently provides search and rescue services to the Annexation Areas.

E.2 After Annexation
The El Dorado County Sheriff’s Department will continue to provide search and rescue services to the Annexation Areas after its annexation.

F Library
F.1 Before Annexation
Currently, the Annexation Areas are served by the El Dorado County Library system. 1034
7 SECTION II

PLAN FOR SERVICE BEFORE AND

AFTER ANNEXATION OF

ANNEXATION AREAS
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com
F.2 After Annexation
The El Dorado County Library system will continue to provide library services to the Annexation Areas after their annexation.

G Parks and Recreation
G.1 Before Annexation
Van Sickle Bi-state Park encompasses 156 acres of land within the Heavenly Parcels, and is currently under the management of California Tahoe Conservancy (“CTC”).

Bike trails and meadow amenities in the Johson Meadow comprise the only public recreation facilities within the Cleanup Parcels, and are currently under the management of CTC and Tahoe Resource Conservation District (“TRCD”).

G.2 After Annexation
CTC will continue to manage the Van Sickle Bi-state Park after the annexation of the Heavenly Parcels, with CTC and TRCD continue to reprise their management roles of the Johson Meadow recreational facilities after the annexation of the Cleanup Parcels.

H Animal Control
H.1 Before Annexation
The El Dorado County Animal Services currently provides animal control services to the Annexation Areas.

H.2 After Annexation
The El Dorado County Animal Services will continue to provide animal control services to the Annexation Areas after their annexation.

I Water
I.1 Before Annexation
South Tahoe Public Utility District (“STPUD”) provides drinking water service to retail customers within the Annexation Areas, with a water system comprised of over 14,000 residential water connections, 660 commercial and government sites, and 16 active wells.

I.2 After Annexation
STPUD will continue to be the retail drinking water service provider for the Annexation Areas after its annexation.
1035
8 SECTION II

PLAN FOR SERVICE BEFORE AND

AFTER ANNEXATION OF

ANNEXATION AREAS
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com
J Wastewater
J.1 Before Annexation
STPUD provides wastewater services to the Annexation Areas, with a collection system comprised of 330 miles of sewer lines, 42 lift stations, and 17,000 connections. STPUD currently treats approximately 4 million gallons per day (“MGD”) of wastewater at its 7.7-MGD capacity treatment plant.

J.2 After Annexation
STPUD will continue to provide wastewater services to the Annexation Areas after their annexation.

K Roadway Maintenance and Snow Plowing
K.1 Before Annexation
Even though some portions of local public roads within the Annexation Areas are currently under the County’s jurisdiction, South Lake Tahoe Public Works Department (“City PWD”) and the El Dorado County Department of Transportation (“County DOT”) coordinate to provide adequate roadway maintenance and snow plowing services by appropriate agencies.

K.2 After Annexation
City PWD will become the official provider of roadway maintenance and snow plowing services to the Annexation Areas after their annexation. As discussed in the previous section, City PWD has been providing those services to most of the Annexation Areas.

L Flood Control and Drainage
L.1 Before Annexation
The County DOT provides operations and maintenance services for local drainage facilities within the Annexation Areas.

L.2 After Annexation
The City PWD will provide operations and maintenance services for local drainage facilities within the Annexation Areas after their annexation.

M Utilities
M.1 Before Annexation
Spectrum is the current provider of cable television, internet, and telephone services within the Annexation Areas. Electricity is supplied by Liberty Utilities and natural gas is supplied by Southwest Gas.
1036
9 SECTION II

PLAN FOR SERVICE BEFORE AND

AFTER ANNEXATION OF

ANNEXATION AREAS
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com
M.2 After Annexation
All utility services in the Annexation Areas will continue to be provided by the same private parties.

N Schools
N.1 Before Annexation
Annexation Areas are currently within the jurisdiction of Lake Tahoe Unified School District (“LTUSD”).

N.2 After Annexation
School services will continue to be the responsibility of LTUSD.

O Solid Waste Management
O.1 Before Annexation
South Tahoe Refuse & Recycling Company currently provides waste and recycling services to the Annexation Areas.

O.2 After Annexation
South Tahoe Refuse & Recycling Company will continue to provide waste and recycling services to the Annexation Areas after their annexation. 1037
10 SECTION III

FISCAL IMPACT
City of South Lake Tahoe December 15, 2023
Heavenly Parcels and Cleanup Parcels Plan for Service
www.FinanceDTA.com

III FISCAL IMPACT
As detailed in the Fiscal Impact Analysis Summary Memorandum (the “Memo”) submitted under a separate cover, the Heavenly Parcels are anticipated to generate an annual recurring incremental fiscal surplus of $50,998 based on the generation of $148,081 in annual recurring revenues and $97,083 in recurring annual costs, whereas the Cleanup Parcels are anticipated to incur an annual recurring incremental fiscal deficit of $15,796 based on the generation of $12,694 in annual recurring revenues and $28,490 in recurring annual costs. Please see Section G of the Memo for more information.

The annexation of the entire Annexation Areas is projected to generate an annual recurring incremental fiscal surplus of $35,202 based on the generation of $160,775 in annual recurring revenues and $125,573 in recurring annual costs. 1038
18201 VON KARMAN AVENUE, SUITE 220
IRVINE, CA 92612
PHONE: (800) 969-4DTA
Public Finance
Public-Private Partnerships
Development Economics
Clean Energy Bonds
www.FinanceDTA.com
1039
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: March 26, 2024
Agenda Item #:15
Agenda Item: Purchase of Various Equipment for Snow Removal and Public Works/Parks Maintenance Executive Summary: The mission of the City of South Lake Tahoe Public Works and Parks Departments is to operate and maintain the transportation network and Parks facilities while ensuring that the network functions and facilities are operating safely and efficiently. The City has been investing in replacing outdated snow removal and other heavy equipment to improve and enhance operations and provide better service to the public. In 2023, the City Council authorized the purchase of four new graders and two new snowblowers. This year, staff recommends additional equipment to replace outdated snow operations equipment and purchasing new utility equipment for both the Public Works and Parks Departments. Staff recommends purchasing two graders for snow operations, one boom truck for maintenance of facilities and streetlights, a new brine mixer for snow removal operations, one excavator for parks facilities maintenance, and one utility truck for the parks department.

Requested Action / Suggested Motions: Pass a Motion authorizing the City Manager to purchase: 1) Two (2) John Deer Graders from Pape Machinery for $581,726.65 each; 2) One (1) Boom Truck from Altec, Inc. for $179,014.34; 3) One Brine Master from C&H Outdoor, LLC (Sno-Biz) for $33,286.81; 4) One (1) E32 Bobcat Excavator from Bobcat of Sacramento for $53,616.53; 5) One (1) Bobcat UW 56 Toolcat Utility Work Machine from Bobcat of Sacramento for $99,344.76 for Public Works and Parks Departments, all through Sourcewell Cooperative Agreements, per South Lake Tahoe City Code section

3.45.090 (Cooperative Purchasing).

Responsible Staff Member: Anush Nejad, Director of Public Works, Phil Harwood, Maintenance Manager, and John Stark, Director of Parks and Recreation Reviewed and Approved By: Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney
Attachments:
01-Staff Report - Equipment Purchases.docx
02 - Grader Specs and Quote.pdf
03 - Boom Truck Specs and Quote.pdf
04 - Brine Master Specs and Quote.pdf
05 - E32 Excavator Specs and Quote.pdf
06 - UW 56 Utility Machine Specs and Quote.pdf
1040
Council Agenda Report March 26, 2024 Page 1 of 2
City of South Lake Tahoe
Report to City Council
Meeting Date: March 26, 2024
Title: Purchase of Various Equipment for Snow Removal and Public Works/Parks Maintenance Location: Citywide
Responsible Staff Member: Anush Nejad, Director of Public Works, Phil Harwood, Fleet Supervisor, and John Stark, Parks and Recreation Director Background: The mission of the City of South Lake Tahoe Public Works and Parks Departments is to operate and maintain the transportation network and the park's facilities while ensuring that the network functions and facilities are operating safely and efficiently. The city has been investing in replacing outdated snow removal and other heavy equipment to improve and enhance operations and provide better service to the public. In 2023, the City Council authorized the purchase of four new graders and two new snowblowers. This year, staff recommends additional equipment to replace outdated snow operations equipment and purchasing new utility equipment for both the Public Works and Parks Departments. Staff recommends purchasing two graders for snow operations, one boom truck for maintenance of facilities and streetlights, a new brine mixer for snow removal operations, one excavator for parks facilities maintenance, and one utility truck for the parks department.

Issue and Discussion: Staff is recommending the purchase of the following equipment:
 Two (2) John Deer Graders from Pape Machinery for $581,726.65 each. The graders will be used for snow operations. One of the current graders was taken out of operation due to multiple failures. See Attachment 02 for technical specifications and quote.  One (1) Boom Truck from Altec, Inc., for $179,014.34. See Attachment 03 for technical specifications and a quote. This equipment will be used for facility and streetlight maintenance.
 One (1) Brine Master from C&H Outdoor, LLC (Sno-Biz) for $33,286.81. See Attachment 04 for technical specifications and quote. This equipment will pre-treat roadways before a storm to reduce ice buildup and expedite snow removal.
 One (1) E32 Bobcat Excavator from Bobcat of Sacramento for $53,616.53. See Attachment 05 for technical specifications and quote. The Parks Department will use this equipment for park maintenance.
 One (1) Bobcat UW 56 Toolcat Utility Work Machine from Bobcat of Sacramento for $99,344.76. See Attachment 06 for technical specifications and quote. The Parks Department will use this equipment for park and grounds maintenance. 1041
Council Agenda Report March 26, 2024 Page 2 of 2
Financial Implications: The City will purchase this equipment through the Sourcewell Cooperative Agreement, per City SLTCC § 3.45.090. The funding for this equipment was approved with the 2023-2024 mid-year budget on March 12, 2024. The following is a breakdown of funding sources:

Equipment Total Cost Funding Source Account Number
John Deer Graders $1,163,453.30 Measure S 208-03610-46110 Boom Truck $179,014.34 General Funds 210-03010-46110
Brine Master $33,286.81 Measure S 208-03610-46110
Bobcat Excavator $53,616.53 General Funds 100-04170-46110 Bobcat Utility Truck $99,344.76 General Funds 100-04170-46110 Environmental Considerations: This purchase is not a "project" subject to review under the California Environmental Quality Act (CEQA) under CEQA Guidelines section 15378(b)(2) (continuing administrative or maintenance activities, such as purchases for supplies).

Policy Implications: The purchase of the equipment will improve snow operations, facility maintenance, and park and ground maintenance.

The vehicle and equipment contemplated herein will be purchased through a Cooperative Purchasing Contract under the public exigency Sole Source option. City Code Section 3.45.090 allows for Cooperative Purchasing: "Where another governmental agency performs a solicitation and bid process for the City and multiple agencies or jurisdictions, and where the purchase of materials, supplies, and equipment is based on an agreement or cooperative purchasing program under authority granted by statute or ordinance, under a contractual arrangement between the City and said the governmental agency, or under a determination by the city manager that the governmental agency conducted a competitive bidding process, the City may purchase materials, supplies and equipment based upon the governmental agency's solicitation and bid process without complying with the bidding requirements of this chapter". 1042
6WD Motor Grader
/
1043
DKAGGDR872 (23-10)
1044
Date: 28 November 2023 Offer Expires: 31 January 2024
Confidential
Quote Id: 30020411
Prepared For:

CITY OF SOUTH LAKE TAHOE
Prepared By: AARON LANKA
Pape Machinery, Inc.
1255 Spice Island Drive
Sparks, NV 89431
Tel: 775-353-0440
Fax: 775-353-0448
Email: [email protected]
1045
Salesperson : X ______________ Accepted By : X ______________ Confidential
Quote Summary
Prepared For:

CITY OF SOUTH LAKE TAHOE
1052 TATA LN
SOUTH LAKE TAHOE, CA 96150
Business: 530-542-6004
Prepared By:

AARON LANKA
Pape Machinery, Inc.
1255 Spice Island Drive
Sparks, NV 89431
Phone: 775-353-0440
[email protected]
This sale is subject to Papé’s Terms and Conditions of Sale effective on the date hereof, which are incorporated in full by this reference. The Terms and Conditions of Sale are available at www. pape.com/terms , and will also be sent by mail or e-mail to the purchaser upon request.

Machine comes with 1 Year Full Machine warranty and Power Train & Hydraulics warranty for an additional 2 Years or 1,500 Hours total (whichever comes first).

Includes dealer prep, PDI, delivery to South Lake Tahoe, and training.

This is a Sourcewell Quote. ID# 011723-JDC
Quote Id: 30020411
28 November 2023
28 November 2023
Created On:

Last Modified On:

Expiration Date: 31 January 2024
Equipment Summary Selling Price Qty Extended
JOHN DEERE 872G MOTOR
GRADER with 6WD
$ 534,882.44 X 1 = $ 534,882.44
Equipment Total $ 534,882.44
Quote Summary
Equipment Total $ 534,882.44
CA Tire Fee $ 42.00
SubTotal $ 534,924.44
Sales Tax - (8.75%) $ 46,802.21
Total $ 581,726.65
Down Payment (0.00)
Rental Applied (0.00)
Balance Due $ 581,726.65
1046
Selling Equipment
Quote Id: 30020411 Customer: CITY OF SOUTH LAKE TAHOE
Confidential
JOHN DEERE 872G MOTOR GRADER with 6WD
Hours:

Stock Number:

Code Description Qty
8490T 872G MOTOR GRADER with 6WD 1
Standard Options - Per Unit
170K JDLink™ for Life of Machine 1
1020 Armrest Fingertip Controls w/ Joystick
Steering
1 1140 John Deere PowerTech PSS 9.0L
meets EPA FT4 Emissions
1 1240 Dual 100 Amp Alternators (200 Amp
total)
1 1310 Quick Service Group 1
1420 Severe Duty Fuel & Water Filtration
System
1 1610 Hydraulic Pump Disconnect 1
1830 Engine Exhaust W/ Flat Black Stack 1
1910 Blade Impact Absorption System 1
2080 14 Ft. x 27 In. x 1 In. (4.27M x 686mm
x 25mm) w/ 8 In. x 3/4 In. (203 x
19mm) Cutting Edge & 3/4 in. (19mm)
Hardware
1 2575 No Grade Control Base Kit Installed 1
2605 English Manual W/ English Labels &
Decals
1 2850 Premium Circle 1
4636 Michelin SnoPlus 17.5R25 L2 Tires w/
3-Pc Rims
1 5060 Grade Pro Low Cab w/ Lower Front
and Side Opening Windows
1 5515 Autoshift Plus Transmission 1
5710 Transmission Solenoid Valve Guard 1
5835 Cold Weather Package with Hydrau XR 1
6140 Grade Pro Heated, Leather/Fabric,
High-Wide Back Air Suspension Seat
1 6580 Grade Pro Controls w/ 3 Auxiliary
Functions
1 6650 Grade Pro Controls - Left Side 1
6740 Balderson Style Front Lift Group 1
6820 Rear Counterweight with Rear Hitch
and Pin
1 1047
Selling Equipment
Quote Id: 30020411 Customer: CITY OF SOUTH LAKE TAHOE
Confidential
7160 Deluxe Grading Lights (18 Halogen
Lights)
1 8120 24-to-12 Volt Converter (30 amps
peak / 25 amps continuous)
1 8220 Heated Exterior Mounted Rearview
Mirrors
1 8310 Lower Front Intermittent Wiper &
Washer
1 8415 AM/FM Radio with Bluetooth, Aux and
Weather Band (WB).
1 8830 Rear Camera (R4) 1
9210 Decelerator 1
9220 5.0 lbs. multi purpose (ABC) Dry
Chemical Fire Extinguisher
1 9273 Right Side Engine Compartment Work
Light
1 9280 Slow Moving Vehicle (SMV) Sign 1
9299 Beacon with Flip Down Cab Beacon
Bracket (LH)
1 9360 Engine Block Heater 1
9370 Ether Starting Aid 1
Dealer Attachments
Henke SDDB14 14' Sever Duty Snow Blade 1
Henke Moldboard Hi-Gate 1
1048
Notice: When operated in California, any off-road diesel vehicle may be subject to the California Air Resources Board In-Use Offroad Diesel Vehicle Regulation. It therefore could be subject to retrofit or accelerated turnover requirements to reduce emissions of air pollutants. For more information, please visit the California Air Resources Board website at:
http://www.arb.ca.gov/msprog/ordiesel/ordiesel.htm.
1049
011723-JDC
Rev. 3/2022 1
Solicitation Number: RFP # 011723

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and John Deere Construction Retail Sales a division of John Deere Shared Services LLC, DBA John Deere Construction Retail Sales, 1300 River Drive, Moline, IL 61265 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Heavy Construction Equipment with Related Attachments and Technology from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires April 14, 2027, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

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

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. 







 





1050
011723-JDC
Rev. 3/2022 2
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

All Equipment and Products provided under this Contract must be new and the current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.

In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. The John Deere Warranty Statement describes covered items and services when returning Damaged Equipment and 







 





1051
011723-JDC
Rev. 3/2022 3
Products. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.

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

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

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

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

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

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

At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.








 





1052
011723-JDC
Rev. 3/2022 4
A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

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

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

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

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

6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. 







 





1053
011723-JDC
Rev. 3/2022 5
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

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

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

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

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

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

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

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

x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. 







 





1054
011723-JDC
Rev. 3/2022 6
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information.

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

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

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. Any state that requires a Sourcewell participating addendum with an additional admin fee, we reserve the right to reduce the list price discount to accommodate this additional fee.

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. 







 





1055
011723-JDC
Rev. 3/2022 7
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

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

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

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

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

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

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

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

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







 





1056
011723-JDC
Rev. 3/2022 8
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. INDEMNITY AND HOLD HARMLESS

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

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

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

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

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.








 





1057
011723-JDC
Rev. 3/2022 9
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

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

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

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

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

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

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







 





1058
011723-JDC
Rev. 3/2022 10

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

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

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

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

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

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

1. Nonperformance of contractual requirements, or

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

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








 





1059
011723-JDC
Rev. 3/2022 11

18. INSURANCE

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

1. Workers’ Compensation and Employer’s Liability.

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

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

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

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

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

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

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

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

Minimum Limits:
$2,000,000








 





1060
011723-JDC
Rev. 3/2022 12

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

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

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

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

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier. The waiver must apply to all deductibles and/or selfinsured retentions applicable to the required or any other insurance maintained by the Supplier.








 





1061
011723-JDC
Rev. 3/2022 13
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.

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

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

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

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

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

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally Omitted.

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







 





1062
011723-JDC
Rev. 3/2022 14
Sourcewell John Deere Construction Retail Sales a
division of John Deere Shared Services LLC,
DBA John Deere Construction Retail Sales
By: __________________________ By: __________________________ Jeremy Schwartz Mark Oliver
Title: Chief Procurement Officer Title: Manager Contract Sales Date: ________________________ Date: ________________________ Approved:

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








 







 


 

 




 


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Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC 







 





1075
Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.

Line Item Categor\ or T\pe Offered Comments
71 Wheeled, tracked, and backhoe loaders Yes
No
72 Motor Graders Yes
No
73 Wheeled and tracked excavators Yes
No
74 Bulldozers, compactors, scapers, articulated and
rigid haulers
Yes
No
We do not offer rigid haulers.

Compactors are offered on the
separate Wirtgen contract.
75 Cranes Yes
No
76 Accessories or attachments for the offering in #71-
75 above
Yes
No
We will be offering base coded
attachments at time of whole goods
purchase or separately if needed. AT
kits and BYT kits (third party
attachments) are not part of this
contract.
77 Technology or services for the offering in #71-75
above
Yes
No
-' /ink Telematics, Grade Control,
and Slope Control are examples of
these technology services that are
available as options on certain
products.

Table 14C: Required Offering of Equipment
Indicate below if the proposer's proposal includes at least one (1) of the following listed types or classes of equipment. Provide additional comments in the text box provided, as necessary.

Line Item Categor\ or T\pe Offered Comments
78 Wheel loader with published net horsepower (HP)
of at least 300 HP
Yes
No
We offer 4 wheel loaders that meet
this spec requirement.
79 Wheeled or tracked excavator with a published net
horsepower (HP) of at least 150 HP
Yes
No
We offer 10 excavators that meet this
spec requirement.
80 Motor Grader with a published maximum operating
weight of at least 30,000 lbs.

Yes
No
We offer 8 motor graders that meet
this spec requirement.
81 Rough terrain, all terrain, crawler, floating, lattice, or telescopic crane with a published maximum lifting
capacity of at least 300 tons and a published
maximum boom length of at least 150 feet
Yes
No
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.








 





1076
Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC Documents
Ensure your submission document(s) conforms to the following:

1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.

2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.

3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.

4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - RFP 011723 Model & Discount Schedule.pdf - Monday January 09, 2023 11:48:21 Financial Strength and Stability - Deere-Co_Annual-Report-2021.pdf - Tuesday November 29, 2022 12:34:40 Marketing Plan/Samples (optional)
WMBE/MBE/SBE or Related Certificates (optional)
Warranty Information - US CAN deere wty stmt.pdf - Tuesday December 06, 2022 10:27:02 Standard Transaction Document Samples - Sample Sourcewell Quote.pdf - Monday January 09, 2023 11:22:37 Upload Additional Document - Sustainability Report 2021.pdf - Tuesday November 29, 2022 13:01:16 







 





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Bid Number: RFP 011723 Vendor Name: John Deere Shared Services LLC 







 





1079
AT40G

TELESCOPIC ARTICULATING

AERIAL DEVICE

FOR NEW EQUIPMENT SALES, CALL
800.958.2555

TO SPEAK WITH AN ALTEC REPRESENTATIVE
or visit us online at altec.com
1080
AT40G

FEATURES

OPTIONS
NEW EQUIPMENT SALES | 800.958.2555 | [email protected] | ALTEC.COM SPECIFICATIONS Ground to Bottom of Platform*
(at Reach from Centerline)

40.6 ft (12.4 m) 10.9 ft (3.3 m)
Working Height 45.6 ft (13.9 m)
Maximum Side Reach
(at Platform Height)

29.7 ft (9.1 m) 15.2 ft (4.6 m)
Platform Capacity 400 lb (181.4 kg)
Platform Dimensions
(End-Mount)
24 x 30 x 42 in
(610 x 762 x 1,067 mm)
Articulating Arm Articulation -5 to 79°
Upper Boom Articulation -25 to 75°
Stowed Travel Height 10.3 ft (3.1 m)
Rotation Continuous
Weight of Machine** 2,543 lb (1,153 kg)
*Based on a 40 in (1016 mm) chassis frame height.
** Weight does not include mounting frame or outriggers.

For more complete information on Altec products and services, visit us on the web at www.altec.com. Material and specifications are subject to change without notice. Featured units in photos may include optional features. Please contact an Altec representative for all available options. Altec® and the Altec logo are registered trademarks of Altec Inc. in the United States and various other countries and may not be used without permission. © 2020 Altec Inc. All Rights Reserved. AIOSAT40G-0220-v1

REACH DIAGRAM
• Telescopic Articulating Aerial Device
• Compensated Articulating Arm
• Hydraulic Boom Extension
• Altec ISO-Grip® Control System
• Low Power Fiber Optic Control System
• Fully Metered 4-Function, Single-Handle Upper Control • Platform Access from Ground
• Composite Platform Mounting Bracket
• Insulating, ANSI Category C
• Hydraulic Plaform Leveling System
• Emergency Lowering Valve at Platform
• Platform Leveling at Upper and Lower Controls
• 180° Platform Rotator
• Tool Circuit at Platform
• Open-Center Hydraulic System
• Easily Mounted on 19,500 lb (8,845 kg) GVWR Chassis
• Outrigger Boom Interlock System (with Outrigger Option) • Outrigger Motion Alarm (with Outrigger Option)
• Back Up Alarm
• ISO-Boom Offering ANSI Category C Isolation with Boom Retracted • Outriggers, Vertical
• Hybrid Adaptation Available with Standard Electronic Systems • Secondary Stowage
• Engine Start/Stop
• Platform Cover
• Tool Circuit at Tailshelf
• 24 x 24 x 42 in (610 x 610 x 1067 mm) Platform
• Altec Platform Load Monitoring
Recommended safety equipment, available through Altec Supply, include a platform liner, fall protection system, wheel chocks and outrigger pads (with outrigger option).

INCREASED SIDE REACH

29.7 FT (9.1 M)

INCREASED WORKING HEIGHT

45.6 FT (13.9 M)

ISO-BOOM OPTION

FOR ADDED DIELECTRIC INTEGRITY

FIBER OPTIC CONTROLS

WITH FEWER HOSES AND VALVES
1081
Quote Number: 1529384 - 1
Altec, Inc.

We Wish To Thank You For Giving Us The Pleasure
And Opportunity of Serving You
UTILITY EQUIPMENT AND BODIES SINCE 1929

December 28, 2023
Our 94th Year
Ship To: Bill To:

CITY OF SOUTH LAKE TAHOE
1700 D ST
SOUTH LAKE TAHOE, CA 96150
US
Attn: PHIL HARWOOD
Phone: 530-5426086
Email: [email protected]

CITY OF SOUTH LAKE TAHOE
1052 TATA LN
SOUTH LAKE TAHOE, CA 96150
United States
Altec Quotation Number: 1529384 - 1
Account Manager: Rhawnie Kraak
Technical Sales Rep: Nadine H Stacey
Item Description Qty Price
Unit

1. AT40G Unit Model 1

2. ALTEC Model AT40-G telescopic articulating Aerial device with ISO-Boom. 1 A. ISO Boom: the inner telescopic fiberglass boom maintains full dielectric integrity even with the fiberglass inner boom fully retracted.

B. Hydraulic platform leveling system.

C. Hydraulic tool circuit at the platform.

D. Emergency lowering valve at the platform.

E. Single handle control at the platform with a safety interlock system.

F. Two (2) operators and maintenance/parts manuals.

G. Working height: 45.6 feet
H. Side reach: 29.7 feet
I. Low-power fiber-optic control system (FOC-L).

J. Continuous rotation

3. Poly Hydraulic Reservoir, Pedestal Mounted, 7 Gallon (Includes Sight Gauge) 1

4. Post style pedestal mounting 1

5. Single One-Man End-Mounted Platform With 180 Degree Rotator, 24 X 30 X 42.

Platform is rated at 400 pounds. Control panel on platform dashboard provides controls for auxiliary functions. Includes emergency stop (push-pull) switch and rocker switches, which operate platform leveling, platform rotation, tools, and battery selector (for fiberoptic controls system). Composite fiberglass platform mounting bracket. (AT40G) 1 6. Platform Leveling At Lower Controls. AT40-G 1

7. Two (2) Platform Steps 1

8. Soft nylon reinforced vinyl platform cover for a 24 x 30 inch platform 1

9. Platform liner for a 24 x 30 x 42 inch platform 1
1082
Quote Number: 1529384 - 1
Altec, Inc.

We Wish To Thank You For Giving Us The Pleasure
And Opportunity of Serving You
UTILITY EQUIPMENT AND BODIES SINCE 1929

Item Description Qty Price

10. 4-Function Single Handle Fiber-Optic Controller. 1

11. Manual lowering valve located at the boomtip. For use in emergency situations to allow the operator to lower the boom to the ground
1 12. Engine Start/Stop at the upper controls actuated through the Fiber-Optic controls system with Secondary Stowage System (AT40G)
1 13. Powder coat unit Altec White. 1
Unit & Hydraulic Acc.

14. Hydraulic Oil, HVI-22 (Standard) 9

15. Standard Pump for PTO 1

16. Hot Shift PTO (for Automatic Transmission) 1

17. Standard Altec PTO/Transmission Functionality for Non-Allison Automatic Transmissions:
-PTO will engage when transmission is in park and the Parking Brake is engaged. -If transmission is in gear, and PTO switch is activated, PTO will not engage.

Transmission will remain in gear.
-Once the transmission is shifted back into gear the PTO will disengage. For some truck configurations the PTO switch must be turned off to allow the transmission to shift into gear.
1 18. Standard Parking Brake Machine Interlock: Parking (holding) brake must be set before machine is operable.
1 19. Scuff Pad With Step, 24" x 30" 1
Body

20. 108 Inch Universal Small Aerial Body for a 60 Inch CA Chassis with 38 Inch Long Side Access Tailshelf to Meet the Following Specifications:
1 A. Basic body fabricated from A40 grade 100% zinc alloy coated steel B. All doors are full, double paneled, self-sealed with built-in drainage.

C. Stainless steel hinge rods extend full length of door.

D. Door hinges are zinc alloy material attached with rivets E. All doors contain stainless steel, flush mounted, paddle activated rotary style latches with two-stage locking, including keyed locks and adjustable strikers.

F. Heavy-gauge welded steel frame construction with smooth galvaneal floor.

G. Possible contact edges are folded for safety.

H. Door header drip rail at top for maximum weather protection.

I. Neoprene or rolled fenders on wheel fender panels.

J. Steel treated for improved primer bond and rust resistance.

K. Automotive underseal applied to body.

L. Automotive type non-porous door seals fastened to the door facing.

M. 108 Inch Body Length
N. 40 Inch Body Height (Standard)
O. 94 Inch Body Width (Standard)
1083
Quote Number: 1529384 - 1
Altec, Inc.

We Wish To Thank You For Giving Us The Pleasure
And Opportunity of Serving You
UTILITY EQUIPMENT AND BODIES SINCE 1929

Item Description Qty Price
P. 20 Inch Body Compartment Depth (Standard)
Q. 8 Inch Body crossmembers (Standard)
R. No Treadplate On Compartment Tops
S. 6 Inch tall wooden tailboard installed at the rear of body cargo area T. Stainless Steel Rotary Paddle Latch With Lock (Standard) U. Master Body Locking System (Standard)
V. One (1) wheel chock holder installed in fender panel on each side of body.

W. Gas Shock Type Rigid Door Holders For Vertical Doors (Standard) X. Chains On Horizontal Doors
Y. Hotstick shelf extending full length of body on Curbside.

Z. Drop-Down Hot Stick Door For One (1) Shelf (Right Side) AA. Two (2) Hot Stick Brackets
AB. 1st Vertical Streetside (LH) - Two (2) Adjustable Shelves With Removable Dividers On 4 Inch Centers
AC. 1st Horizontal Streetside (LH) - One (1) Fixed Shelf With Removable Dividers On 8 Inch Centers
AD. Rear Vertical Streetside (LH) - Six (6) Adjustable Locking Swivel Hooks AE. 1st Vertical Curbside (RH) - Seven (7) Adjustable Locking Swivel Hooks, Louvered Panel Installed in Cargo Wall
AF. 1st Horizontal Curbside (RH) - Vacant
AG. Rear Vertical Curbside (RH) - Two (2) Adjustable Shelves With Removable Dividers On 4 Inch Centers
AH. One (1) Small Bolt-On Grab Handle Installed At Rear Of Curbside Compartments AI. 38 Inch Tailshelf with Integrated Side Access Steps and Smooth Galvaneal Floor Installed at Rear of Body. Includes One (1) U-Shaped Grab Handle.

Body and Chassis Accessories

21. Set of Safety Chain Eye Bolts 1

22. Combination 2 Ball (10,000 LB MGTW) and Pintle Hitch (16,000 LB MGTW) 1

23. ICC (Underride Protection) Bumper Installed at Rear with Steps on Curbside and Streetside
1 24. Rear Torsion Bar 1

25. Install Counterweight as Needed 1

26. Boom Rest for Telescopic Unit, Cargo Area Mounted 1

27. Steel Boom Saddle Support, Wide 1

28. Polyethylene Boom Saddle Support, Wide 1

29. Cover Plate For Cargo Area Boom Rest 1

30. Platform Rest, Rigid with Rubber Tube 1

31. Platform to be Side Stowed 1

32. Wheel Chocks Rubber with Metal Hairpin Handle 9.75 L x 7.75 W x 5 H (Pair) (Altec Preferred)
1 33. Mud Flaps with Altec Logo (Pair) 1
1084
Quote Number: 1529384 - 1
Altec, Inc.

We Wish To Thank You For Giving Us The Pleasure
And Opportunity of Serving You
UTILITY EQUIPMENT AND BODIES SINCE 1929

Item Description Qty Price

34. 5 LB Fire Extinguisher with Light Duty Bracket, Installed Per DEPS 042 (In Cab Or Inside Compartment Only) (Amerex #B402T)
Altec Preferred location.
1 35. Triangular Reflector Kit (Contains 3 Reflectors), Shipped Per DEPS 042 1

36. Slope Indicator Assembly for Machine without Outriggers 1

37. Rock Guards, Lexan 1

38. Vinyl Manual Pouch for Storage of All Operator and Parts Manuals 1 Electrical Accessories

39. Lights And Reflectors In Accordance With FMVSS 108 (Complete LED) 1

40. Strobe Beacon Amber LED with Brush Guard (Standard) (Tecniq #K10-AAAD-1) Class II (Permit May Be Required) (Altec/Stock Preferred)
Post Mounted SS Front Compartment Top.
1 41. Strobe Lights Wired Battery Hot 1

42. Single Tone Backup Alarm, Installed between the chassis frame rails at the rear of the chassis. To work in conjunction with chassis reverse drive system. 1 43. Trailer Receptacle, 6-Way (Pin Type) Installed At Rear Installed at rear.
1 44. Altec Standard Trailer Plug Wiring 1

45. Upfitter Switches, Ford (Supplied With Chassis) 1

46. Power Distribution Module (PDM-6) is a compact self-contained electronic system that provides a standardized interface with the chassis electrical system. (Includes Operator's Manual)
1 47. Install Engine Start/Stop System with Switch at Unit Controls 1

48. Install Secondary Stowage System in Final Assembly 1

49. PTO Indicator Light (LED) Installed in Cab 1
Finishing Details

50. Front and Rear Frame Mounted and Under Body Mounted Components (With the Exception of Rust Resistant Components) Will Be Painted Black DEPS 005 DEPS 095 (Includes Non OEM Front Bumpers and Cabguards)
1 51. Powder Coat Unit Altec White 1

52. Finish Paint Body Accessories Above Body Floor Altec White 1 1085
Quote Number: 1529384 - 1
Altec, Inc.

We Wish To Thank You For Giving Us The Pleasure
And Opportunity of Serving You
UTILITY EQUIPMENT AND BODIES SINCE 1929

Item Description Qty Price

53. Apply Non-Skid Coating (Black) to All Walking Surfaces DEPS 057 1

54. Placard, Engine Block Heater 1

55. Safety and Instructional Decals English 1

56. Vehicle Height Placard Installed In Cab DEPS 002 1

57. HVI-22 Hydraulic Oil Placard 1

58. Dielectric Test Unit According to ANSI Requirements 1

59. Stability Test Unit According to ANSI Requirements 1

60. Focus Factory Build 1

61. Delivery Of Completed Unit 1

62. Inbound Freight 1

63. As Built Electrical and Hydraulic Schematics to be Included In the Manual Pouch (Deps 024)
1 64. Completed Test Forms To Be Included In The Manual Pouch:
-Stability Test Form
-Dielectric Test Form (For Insulated Units)
1 65. AT40G FA Installation 1
Chassis

66. Altec Supplied Chassis 1

67. Chassis 1

68. 2025 Model Year 1

69. Ford F550 1

70. Dual Rear Wheel 1

71. 4x4 1

72. Chassis Cab 1

73. Regular Cab 1

74. Collision Mitigation System 1

75. Lane Departure Warning System 1

76. AM/FM Radio 1

77. Bluetooth 1
1086
Quote Number: 1529384 - 1
Altec, Inc.

We Wish To Thank You For Giving Us The Pleasure
And Opportunity of Serving You
UTILITY EQUIPMENT AND BODIES SINCE 1929

Item Description Qty Price

78. Ford SYNC 1

79. Block Heater 1

80. Snow Plow Package 1

81. Side Mirrors, Power Adjusting, Manual Folding, Manual Telescoping with Heated Glass 1

82. Air Conditioning 1

83. Keyless Entry 1

84. Power Door Locks 1

85. Power Windows 1

86. Tilt Steering Wheel 1

87. 60 Clear CA (Round To Next Whole Number) 1

88. Chassis Wheelbase Length - 145 1

89. GVWR 18,000 LBS 1

90. 7,000 LBS Front GAWR 1

91. 13,660 LBS Rear GAWR 1

92. Spring Suspension 1

93. Ford Gas 7.3L 1

94. Gas 1

95. Ford Torqshift 10-Speed Automatic Transmission (w/PTO Provision) 1

96. Ford 40 Gallon Fuel Tank (Rear) 1

97. Ford E/F250-550 Single Horizontal Right Side Exhaust 1

98. EPA Emissions 1

99. No Idle Engine Shut-Down Required 1
100. 225/70R19.5 Front Tire 1
101. 225/70R19.5 Rear Tire 1
102. Hydraulic Brakes 1
103. Electronic Park Brake In Rear Wheels 1
104. Dual Alternator (250 amp Minimum) 1
105. 63C - Aft Axle Frame Extension 1
106. 942 - Daytime Running Lamps (Non-Controllable) 1
1087
Quote Number: 1529384 - 1
Altec, Inc.

We Wish To Thank You For Giving Us The Pleasure
And Opportunity of Serving You
UTILITY EQUIPMENT AND BODIES SINCE 1929

Item Description Qty Price
107. Cloth Split Bench Seat
40/20/40
1 Additional Pricing
108. Standard Altec Warranty: One (1) year parts warranty, one (1) year labor warranty, ninety (90) days warranty for travel charges, limited lifetime structural warranty 1 109. Administration Fees 1
Altec Industries, Inc.

BY
Nadine H Stacey
Notes:
1 Altec will make every effort to honor this quotation, subject to the following provisions. Prices for equipment with production start dates 12 months and beyond are budgetary only due to irregular cost inflation and market volatility. These prices will be reviewed based on market conditions and confirmed closer to the production date.

For a quoted chassis model year beyond the current open order bank, chassis model year, specifications and price should be considered estimates only and subject to change. Chassis model year, specifications and price will be reviewed and confirmed when specific model year information becomes available from the OEM.
2 Estimated Delivery: 19-22 months after receipt of order PROVIDING:

A. Customer supplied chassis (if applicable) is received a minimum of sixty (60) days before scheduled delivery.

B. Customer approval drawings are returned by requested date.

C. Customer supplied accessories are received by date necessary for compliance with scheduled delivery.

D. Customer expectations are accurately captured prior to major components being ordered (body, chassis) and line set date. Unexpected additions or changes made after this time or at a customer inspection will delay the delivery of the vehicle.

Estimated Delivery is based on information at time of quote and is subject to change.

Altec reserves the right to change suppliers in order to meet customer delivery requirements, unless specifically identified, by the customer, during the quote and or ordering process. 1088
Quote Number: 1529384 - 1
Altec, Inc.

We Wish To Thank You For Giving Us The Pleasure
And Opportunity of Serving You
UTILITY EQUIPMENT AND BODIES SINCE 1929

3 4
5 6
7 8
9 10
One (1) year parts warranty.

One (1) year labor warranty.

Ninety (90) days warranty for travel charges.

Warranty on structural integrity of the following major components is to be warranted for so long as the initial purchaser owns the product: Booms, boom articulation links, hydraulic cylinder structures, outrigger weldments, pedestals, subbases and turntables.

Altec is to supply a self-directed, computer based training (CBT) program. This program will provide basic instruction in the safe operation of this aerial device. This program will also include and explain ANSI and OSHA requirements related to the proper use and operation of this unit.

Altec offers its standard limited warranty with the Altec supplied components which make up the Altec Unit and its installation, but expressly disclaims any and all warranties, liabilities, and responsibilities, including any implied warranties of fitness for a particular purpose and merchantability, for any customer supplied parts
Altec designs and manufactures to applicable Federal Motor Vehicle Safety and DOT standards 11 Altec Extended Warranty Option:

An Altec Extended Warranty is an extension of Altec's Limited Warranty and protects you from the repair cost associated with defects of materials and workmanship after the standard Limited Warranty expires.

Altec offers many types of coverages and coverage packages. Ask your Altec account manager for details.

Quotes are available upon request.
12 After the initial warranty period, Altec Industries, Inc. offers mobile service units, in-shop service and same day parts shipments on most parts from service locations nationwide at an additional competitive labor and parts rate. Call 877-GO-ALTEC for all of your Parts and Service needs. 13 Trade-in offer is conditional upon equipment being maintained to DOT (Department of Transportation) operating and safety standards and remaining in compliance of DOT until arrival at an Altec Facility. This will include, but is not limited to engine, tires, lights, brakes, glass, etc. All equipment, i.e., jibs, winches, This quotation is valid until FEB 11, 2024. After this date, please contact Altec Industries, Inc. for a possible extension.

F.O.B. - Customer Site
Interest charge of 1/2% per month to be added for late payment.

FINANCING AVAILABLE: Please contact Altec Capital at (888) 408-8148 or email [email protected] for more information.

Price does not reflect any local, state or Federal Excise Taxes (F.E.T). The quote also does not reflect any local title or licensing fees. All appropriate taxes will be added to the final price in accordance with regulations in effect at time of invoicing.

Changes made to this order may affect whether or not this vehicle is subject to F.E.T. A review will be made at the time of invoicing and any applicable F.E.T. will be added to the invoice amount.

Any payment made by a credit card may be subject to a surcharge fee.

Altec Standard Warranty:
1089
Quote Number: 1529384 - 1
Altec, Inc.

We Wish To Thank You For Giving Us The Pleasure
And Opportunity of Serving You
UTILITY EQUIPMENT AND BODIES SINCE 1929

pintle hooks, trailer connectors, etc., are to remain with unit unless otherwise agreed upon in writing by both parties. ALTEC Industries reserves the right to re-negotiate its trade-in offer if these conditions are not met.

All reasonable and necessary expenses required of ALTEC Industries to execute transportation of the trade-in will be invoiced to the customer for payment if these conditions are not met to maintain DOT standards.

Customer may exercise the option to rescind this agreement in writing within sixty (60) days after receipt of purchase order. After that time ALTEC Industries will expect receipt of trade-in vehicle upon delivery of new equipment as part of the terms of the purchase order unless other arrangements have been made. 14 The final fully loaded weight of the truck and structural ratings of the hitch assembly may reduce the towing capacity and the vertical load capacity of the finished truck. These capacities may not match the ratings of the chassis or hitch.
15 Altec takes pride in offering solutions that provide a safer work environment for our customers. In an effort to focus on safety, we would encourage you to consider the following items:

Outrigger pads (When Applicable)
Fall Protection System
Fire extinguisher/DOT kit
Platform Liner (When Applicable)
Altec Sentry Training
Wheel Chocks
The aforementioned equipment can be offered in our new equipment quotations. If you find that any of these items have not been listed as priced options with an item number in the body of your quotation and are required by your company, we would encourage you to contact your Altec Account Manager and have an updated quote version sent to you. These options must be listed with an item number in the quotation for them to be supplied by Altec.
16 Altec values your data privacy. The Altec Family of Companies (including Altec, Inc., and it's subsidiaries) may collect telematics data from the equipment you own. Please review Altec's Equipment Data Privacy Notice on www.altec.com for more information. By purchasing equipment from Altec, you consent to Altec's right to collect and use such data.
17 RECOMMENDED OPTIONS AND ACCESSORIES: These options are not included in the quote total price.

Selected options will change the quote total. Any options added after initial order will be re-quoted.

1090
Quote Number: 1529384
Opportunity Number: 23086010
Sourcewell Contract #: 110421-ALT
Date: 12/28/2023

REFERENCE ALTEC MODEL
Sourcewell
Price
Articulating Telescopic Aerial Device (Insulated) $161,317 (A.)
1 AT37G-GAS Gas Engine -$8,341
2 AT37G-US40 40' Boom Height (AT40-G) MUST quote ISO option $3,264 3 AT37G-AWD All Wheel Drive $6,739
4 AT37G-ISO ISO boom - MUST QUOTE for 40' boom height (n/a on base model) $5,746 (A1.)
1 LIC CA Fee To Process Exempt License Plate Request $139 SOURCEWELL OPTIONS TOTAL: $168,864
(B.)
1 UNIT $0
2 UNIT & HYDRAULIC ACC $0
3 BODY Altec Stock 108 inch. Body, 60 inch CA with 38inch side access tailshelf. $3,131 4 BODY & CHASSIS ACC $0
5 ELECTRICAL $0
6 FINISHING $0
7 CHASSIS 20025 Ford F550 4x4 $4,764
8 OTHER Altec Model Year Price Adjustment -$17,618
OPEN MARKET OPTIONS TOTAL: -$9,723
Delivery to Customer: $8,938.00
CA Doc/Admin/Tire Fees
(C.)
1 2
3 4
BUILD LOCATION: Elizabethtown, KY
WARRANTY: Standard Altec Warranty for Aerials and Derricks - One (1) year parts warranty One (1) year labor warranty Ninety (90) TRADE-IN: Please ask your Altec Account Manager for more information CHASSIS: Per Altec Commercial Standard
DELIVERY: No later than ___Based on stock availability__ months ARO, FOB Customer Location TERMS: Net 30 days
BEST VALUE: Altec boasts the following "Best Value" features: Altec ISO Grip Controls for Extra Protection, Only Lifetime Warranty on Structural Components in Industry, Largest Service Network in Industry (Domestic and Overseas), Altec SENTRY Web/CD Based Training, Dedicated/Direct Gov't Sales Manager, In-Service Training with Every Order.

TO ORDER: To order, please contact the Altec Account Manager listed above. **Pricing valid for 45 days**
NOTES
PAINT COLOR: White to match chassis, unless otherwise specified Quoted by: Nadine Stacey
Altec Account Manager: Rhawnie Kraak
Phone: / Email: 270-319-0505 / [email protected]
PRICING: Altec will make every effort to honor this quotation, subject to the following provisions. Prices for equipment with production start dates 12 months and beyond are budgetary only due to irregular cost inflation and market volatility. These prices will be reviewed based on market conditions and confirmed closer to the production date. Quotes and orders with chassis model year beyond the current open order bank, should be considered estimates only. Altec's turn-key pricing is subject to change in accordance with chassis pricing received from the OEM. Chassis model year, specifications and price will be reviewed and confirmed when specific model year information becomes available from the OEM and that chassis price difference will be passed through to the customer.

Altec Industries, Inc.

SOURCEWELL OPTIONS ON CONTRACT (Unit)
SOURCEWELL OPTIONS ON CONTRACT (General)
OPEN MARKET ITEMS (Customer Requested)
ADDITIONAL ITEMS (items are not included in total above) AT37G
Quoted for: City of South Lake Tahoe CA
Customer Contact: Phil Harwood
Phone: / Email: 530-542-6086 / [email protected]
Sourcewell - AT40G - South Lake Tahoe Q1529384
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Solicitation Number: RFP #110421

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Altec Industries, Inc., 210 Inverness Center Drive, Birmingham, AL 35242 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Public Utility Equipment with Related Accessories and Supplies from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires December 27, 2025, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

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

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. 










  


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Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

Except as expressly agreed in the participating addendum or transaction document with the participating entity, all Equipment and Products provided under this Contract must be new and the current model. Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Supplier warrants that all new Equipment, Products, and Services furnished (which does not include equipment or products that are solely financed) are free from liens and encumbrances, and are free from defects in design, materials, and workmanship. In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. 










  


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A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

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

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

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

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

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

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

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

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

At a minimum, the request must:
x Identify the applicable Sourcewell contract number;











  


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x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

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

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

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

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

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

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

6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized 










  


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subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

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

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

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

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

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

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

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










  


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

x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.

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

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

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

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and 










  


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Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

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

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

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

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

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

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











  


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

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

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

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

11. INDEMNITY AND HOLD HARMLESS

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

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

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

1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use thetrademark(s) provided to Supplier by Sourcewell in advertising and 










  


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promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

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

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

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

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

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











  


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

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

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

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

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

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

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

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

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











  


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1. Nonperformance of contractual requirements, or

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

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

18. INSURANCE

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

1. Workers’ Compensation and Employer’s Liability.

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

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

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

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

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











  


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3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

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

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

Minimum Limits:
$2,000,000

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

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

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

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

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or 










  


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“work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

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

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

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

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

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

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










  


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

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

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

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

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

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










  


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

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

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

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

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

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










  


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

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

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

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

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

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

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










  


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

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

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

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

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

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

R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.

Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

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










  


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

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

Sourcewell Altec Industries, Inc.

By: __________________________ By: __________________________ Jeremy Schwartz Riley Browne
Title: Chief Procurement Officer Title: Contract Specialist Date: ________________________ Date: ________________________ Approved:

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











  




 

 

 




 


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Bid Number: RFP 110421 Vendor Name: Altec Industries, Inc. 










  


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Bid Number: RFP 110421 Vendor Name: Altec Industries, Inc. 










  


1124
Bid Number: RFP 110421 Vendor Name: Altec Industries, Inc.

Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.

Documents
Ensure your submission document(s) conforms to the following:

1. Documents in PDF format are preferred. Documents in ord, Excel, or compatible formats may also be provided. . Documents should NOT have a security password, as Sourcewell may not be able to open the file. t is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blan and that the documents can be opened and viewed by Sourcewell.

3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.

4. f you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. f the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Mar eting Plan category save the document as "Mar eting Plan."
Pricing - Price Lists.zip - Thursday November 04, 0 1 1 : 8:47 Financial Strength and Stability - Financial Strength and Stability.zip - Thursday November 04, 0 1 1 : 9:41 Mar eting Plan/Samples - Mar eting Plan - Samples.zip - Thursday November 04, 0 1 1 :3 :

M E/M E/S E or elated Certificates (optional)
arranty nformation - arranty - Documents.pdf - Thursday November 04, 0 1 1 :3 :56 Standard Transaction Document Samples - Standard Transaction Document Samples.zip - Thursday November 04, 0 1 1 :35:18 pload Additional Document - Altec Capital Sourcewell Proposal.docx - Thursday November 04, 0 1 1 :35:40 










  


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7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW Bid Number: RFP 110421 Vendor Name: Altec Industries, Inc. 










  


1126
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Bid Number: RFP 110421 Vendor Name: Altec Industries, Inc. 










  


1127
CAMION
www.camionsystems.com
[email protected]
1 (877) 265-9929

PLUG-N-PLAY

ELECTRONICS
Pre-wired to approved
standards. Easy to hook
up and make brine.

CENTRAL

CONTROL STATION
All your valves are in one
place to make operating
the Brine Master® a
breeze.
*POLY & STAINLESS

CONSTRUCTION
Made solely from poly and
stainless-steel components
to cut out unnecessary
corrosion and keep your unit
in great shape.

ALL-IN-ONE

COMPLETE UNIT
A complete unit with all the
components. No shopping
for further items.
*ELECTRONIC

SALINITY READER
An electronic salinity reading
is convenient to use and
saves your crew’s time.
*FULLY

DRAINABLE HOPPER
Built for easy maintenance,
with a fully drainable hopper
for hassle-free cleaning.
®
*Double your 5 yr tank warranty when you register this product. *All Enduraplas poly tanks are manufactured in the United States of America. *Starred features are only applicable to the Brine Master® 3000

SPECIFICATIONS

MODEL FRAME TYPE BRINE PRODUCTION DIMENSIONS TANK TYPE
BRINE MASTER® 3,000 Stainless Steel Up to 2,600 gal/hour 181” L x 65” W x 82” H Single-Piece, Roto Mold HDPE
BRINE MASTER® 1,600 Stainless Steel Up to 1,600 gal/hour 90” L x 68” W x 72” H Single-Piece, Roto Mold HDPE
TIME-SAVER™

FORK POINTS
Built-in fork points make
your unit easy to move in
and out of storage
*FLOW METER
A flow meter comes
standard so you can easily
monitor your flow rate.

BRINE MASTER
1128
Quote
Date
1/23/2024
Quote #
1332
Name / Address

CITY OF SALT LAKE TAHOE
Phil Harwood
1700 D Street
South Lke Tahoe, CA
96150
C & H Outdoor, LLC
Sno-Biz
PO Box 4605
Wichita, KS 67204
Rep
DC
Phone # 316-202-2020
Total
Sales Tax (8.75%)
TANKS
Price quoted is payment by Cash,
Check or ACH. Additional fees
may apply dependant on credit
terms.

Qty Item Description U/M Cost Total
BM3000 BrineM... Large BrineMaster Brine Maker BM3000
Includes Large Hose Kit- 100' Hose w/Female Camlocks
1-Handheld Digital Refractometer(Double Check Salinity in Storage Tanks/Trucks).
1 30,955.00 30,955.00T
CAMION Sourc... CAMION -SourceWell Discount (031423-EDP 5%) ADDITIONAL 5% IN STOCK
-10.00% -3,095.50
Freight / Delivery Freight / Delivery 2,500.00 2,500.00T $33,286.81
$2,927.31
1129
031423-EDP
Rev. 3/2022 1
Solicitation Number: RFP #031423

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Enduraplas LLC, 2320 FM1516, San Antonio, TX 78209 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Salt, Brine, and Anti-Icing or De-Icing Agents, and Brine Production and Storage Systems from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires May 30, 2027, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

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

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.

Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1130
031423-EDP
Rev. 3/2022 2
All Equipment and Products provided under this Contract must be new and the current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.

In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

Participating Entities reserve the right to inspect the Equipment and Products at a reasonable DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1131
031423-EDP
Rev. 3/2022 3
time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.

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

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

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

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

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

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

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

At a minimum, the request must:
• Identify the applicable Sourcewell contract number;
• Clearly specify the requested change;
• Provide sufficient detail to justify the requested change; • Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1132
031423-EDP
Rev. 3/2022 4
• Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

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

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

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

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

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

6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1133
031423-EDP
Rev. 3/2022 5
payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

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

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

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

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

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

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

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

7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
• Maintenance and management of this Contract;
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• Timely response to all Sourcewell and Participating Entity inquiries; and • Business reviews to Sourcewell and Participating Entities, if applicable.

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

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

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

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

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1135
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note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1137
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advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

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

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

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

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

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

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

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

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

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

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

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

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

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

1. Nonperformance of contractual requirements, or

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

The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:

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• Exercise any remedy provided by law or equity, or
• Terminate the Contract or any portion thereof, including any orders issued against the Contract.

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

1. Workers’ Compensation and Employer’s Liability.

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

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

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

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

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

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

Minimum Limits:
$1,000,000 each accident, combined single limit
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4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000

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

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

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

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

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1141
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insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

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

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

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

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

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

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

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1142
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references to “federal” should be interpreted to mean the United States federal government.

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

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

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

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

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

Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1143
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not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.

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

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

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

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1144
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person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

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

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

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

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

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.

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

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

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

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

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

R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.

Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

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

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

22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1146
031423-EDP
Rev. 3/2022 18
Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.

Sourcewell Enduraplas LLC
By: __________________________ By: __________________________ Jeremy Schwartz Joseph Symington
Title: Chief Procurement Officer Title: Sales Director
Date: ________________________ Date: ________________________ Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 5/17/2023 | 6:42 PM CDT 5/17/2023 | 1:05 PM PDT
5/17/2023 | 9:23 PM CDT
1147
RFP 031423 - Salt, Brine, and Anti-Icing or De-Icing Agents, and Brine Production and Storage Systems
Vendor Details
Company Name: ENDURAPLAS LLC
Does your company conduct
business under any other name? If
yes, please state:

CAMION SYSTEMS
Address:
113 1ST STREET
NECHE, ND 58265
Contact: JOSEPH SYMINGTON
Email: [email protected]
Phone: 701-352-6096
HST#: 27-2770476
Submission Details
Created On: Tuesday March 07, 2023 10:37:54
Submitted On: Tuesday March 14, 2023 15:17:46
Submitted By: Denice Pape
Email: [email protected]
Transaction #: bb8a183b-f9c8-4323-a367-a47c3ae25be7
Submitter's IP Address: 72.131.202.242
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1148
Specifications
Table 1: Proposer Identity & Authorized Representatives General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Do not merely attach additional documents to your response without also providing a substantive response. Do not leave answers blank; respond “N/A” if the question does not apply to you (preferably with an explanation).

Line
Item Question Response *
1 Proposer Legal Name (one legal entity only):
(In the event of award, will execute the
resulting contract as "Supplier")
Enduraplas LLC
*
2 Identify all subsidiary entities of the Proposer
whose equipment, products, or services are
included in the Proposal.

Camion
*
3 Identify all applicable assumed names or DBA
names of the Proposer or Proposer's
subsidiaries in Line 1 or Line 2 above.

Camion
*
4 Provide your CAGE code or Unique Entity
Identifier (SAM):

DBQSMBUYPM67 *
5 Proposer Physical Address: 2320 FM1516
San Antonio TX 78209
*
6 Proposer website address (or addresses): Enduraplas - https://enduraplas.com Camion - https://www.camionsystems.com
*
7 Proposer's Authorized Representative (name,
title, address, email address & phone) (The
representative must have authority to sign
the “Proposer’s Assurance of Compliance” on
behalf of the Proposer and, in the event of
award, will be expected to execute the
resulting contract):

Joseph Symington, Sales Director
113 1st Street, Neche, ND 58265
701-352-6096
[email protected] *
8 Proposer's primary contact for this proposal
(name, title, address, email address & phone):

Denice Pape, Customer Service Manager
2320 Farm to Market 1516, Converse TX 78109
877-265-9929
[email protected]
*
9 Proposer's other contacts for this proposal, if
any (name, title, address, email address &
phone):

Matthew Firth, VP of Sales & Marketing
2820 Farm to Market 1516, Converse, TX 78109
210-866-7372
[email protected]
Table 2: Company Information and Financial Strength
Line
Item Question Response *
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1149
10 Provide a brief history of your company,
including your company’s core values,
business philosophy, and industry longevity
related to the requested equipment, products
or services.

Enduraplas was founded in 2003 by a group of engineers that wanted to prove that you can build poly tanks that are more durable, constructed stronger and also last longer than 3-5 years. Today, Enduraplas not only manufactures America’s toughest tanks but a large range of liquid trailers, spray equipment and more.

An industry-leading 10-year tank warranty was not an afterthought. Enduraplas believes that to earn trust, you must deserve it – and to do that, you must have a history of proven performance. That’s why we will continue to provide superior liquid management equipment and helpful industry information that many customers and companies have already put their trust in.

Manufacturing a superior product requires a lot of research, creativity, dedication and a strong commitment to the customer that will be depending on it. With state of the art manufacturing plants in Texas and North Dakota, unique design capabilities and extreme quality control processes, this can be done. Listening to the customer has helped us provide premium products at an affordable price.

The Camion brand was engineered by a group of equipment enthusiasts that saw the need to lead the Great Liquids Evolution in the snow and ice management industry. As the method of using liquids to manage ice is growing, we focus on educating the industry and building the toughest, longest-lasting equipment in America. After years of research and development, we are proud to announce that we now offer the most complete liquids equipment lineup in the country. We manufacture equipment all year round and sell our products through a dealer network across the country.

Our Core Values: We put Integrity first - We are eager to learn and adapt - We are relentless problem solvers - We are bold and creative thinkers -  We are focused on results
*
11 What are your company’s expectations in the
event of an award?
Being awarded this contract will allow us to provide Camion products to all of Sourcewell's North American members, including those in the United States and Canada
Camion is excited about the potential growth for our brands.  We value feedback and the opportunity to partner with Sourcewell's member network.  We anticipate a robust partnership with Sourcewell and its members to drive product improvements and remain an industry leader in liquid de-icing solutions.

We will remain committed to growth and expansion over the next 4 years and beyond and will leverage our association with Sourcewell to provide the best quality products at the best prices for its members.  If awarded this contract, Enduraplas will commit to provide prompt and accurate responses to Sourcewell and its members.
*
12 Demonstrate your financial strength and
stability with meaningful data. This could
include such items as financial statements,
SEC filings, credit and bond ratings, letters
of credit, and detailed reference letters.

Upload supporting documents (as applicable)
in the document upload section of your
response.

Enduraplas and Camion are brands of a privately held company that has been in business for 20 years. We have seen year over year growth as we expand our product offerings for snow and ice management filling needs of State DOT, municipalities and snow removal contractors.

Highlights:

1. +25% year over year revenue growth in the last 3 years.

2. +25% EBITDA performance every year for the last 3 years.

3. Snow & Ice division +30% revenue growth last year.

4. Snow & Ice division growth plans to grow revenue each year by +20%.

Attachment: Experian Report
*
13 What is your US market share for the
solutions that you are proposing?
Here at Camion, we estimate we hold about 10% of the US market share today.

We are a small company, but committed to growth and increasing our market share. *
14 What is your Canadian market share for the
solutions that you are proposing?
At Camion, we estimate that our Canadian Market share is less than 5%.  We are actively working to increase our market share and are actively working to increase our independent dealer network across Canada
*
15 Has your business ever petitioned for
bankruptcy protection? If so, explain in detail.

No, we have never needed bankruptcy protection. *
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1150
16 How is your organization best described: is
it a manufacturer, a distributor/dealer/reseller,
or a service provider?  Answer whichever
question (either a) or b) just below) best
applies to your organization.
a)    If your company is best described as
a distributor/dealer/reseller (or similar entity),
provide your written authorization to act as a
distributor/dealer/reseller for the manufacturer
of the products proposed in this RFP. If
applicable, is your dealer network
independent or company owned?
b)    If your company is best described as
a manufacturer or service provider, describe
your relationship with your sales and service
force and with your dealer network in
delivering the products and services
proposed in this RFP. Are these individuals
your employees, or the employees of a third
party?
Camion are best described as a manufacturer who distributes it's goods wholesale to a vast dealer network that stocks and services product in each region.

We partner with a dealer network of independent dealers who represent our brand over a wide geographical area in the United States and Canada.

Our products are delivered to members directly from the factory in Neche ND or through inventory held by our dealer network.  Our dealer network is supported by our regional sales team, customer service and sales development teams.  Support for our products is provided by the dealer network as well as our product support team.
*
17 If applicable, provide a detailed explanation
outlining the licenses and certifications that
are both required to be held, and actually
held, by your organization (including third
parties and subcontractors that you use) in
pursuit of the business contemplated by this
RFP.

Camion is not required to hold, nor actually holds any licenses or certifications in pursuit of the manufactured products in this RFP submission. *
18 Provide all “Suspension or Debarment”
information that has applied to your
organization during the past ten years.

Camion has no Suspension or Debarment information.
*
Table 3: Industry Recognition & Marketplace Success
Line
Item Question Response *
19 Describe any relevant industry awards or
recognition that your company has received
in the past five years
Camion has not received any industry awards or recognitions at this time.

However, we do have an industry leading 10 year warranty on our poly molded products.
*
20 What percentage of your sales are to the
governmental sector in the past three years
In the past year, 38% of Camion's sales have been to the Government sector.  As municipalities, DOT's and other governmental bodies recognize the environmental benefits of brine, we anticipate an increase in sales to this sector. *
21 What percentage of your sales are to the
education sector in the past three years
We rarely make sales to the educational sector at this time and our sales percentage is to educational sector is less than 2%, however colleges and schools are very proactive in implementing liquid snow removal solutions due the environmental and property management benefits and we welcome the opportunity to expand in this market.
*
22 List any state, provincial, or cooperative
purchasing contracts that you hold. What is
the annual sales volume for each of these
contracts over the past three years?
Camion hold the following state contracts:

CALTRANS BRINE APPLICATORS AND DUST SUPPRESSION UNITS, $900,000.

NCDOT BRINE TANKS, $266,000; TXDOT BRINE TANKS AND APPLICATORS, $438,000;
CITY OF ST. LOUIS (KRANZ BODY), $192,000; BRINE APPLICATORS AND TANKS, EASTERN USA, $322,000
Camion additionally has multiple dealers who have contracts to provide snow and de-icing equipment to government contracts.

We offer goods through dealers/resellers with listings on MN State Contract, California State Contract, ESCNJ contract and COSTARS contract. *
23 List any GSA contracts or Standing Offers
and Supply Arrangements (SOSA) that you
hold. What is the annual sales volume for
each of these contracts over the past three
years?
Camion does not currently hold any GSA Contracts.
*
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1151
Table 4: References/Testimonials
Line Item 24. Supply reference information from three customers who are eligible to be Sourcewell participating entities.

Entity Name * Contact Name * Phone Number *
Johnson County Dennis Stottlemire 913-715-8367 *
City of Bonner Springs Matt Beets 913-441-1961 *
Varazano Bridge Ray Redmond 631-549-0504 *
Table 5: Top Five Government or Education Customers
Line Item 25. Provide a list of your top five government, education, or non-profit customers (entity name is optional), including entity type, the state or province the entity is located in, scope of the project(s), size of transaction(s), and dollar volumes from the past three years.

Entity Name Entity Type * State /
Province * Scope of Work * Size of Transactions * Dollar Volume Past ThreeYears * CalTrans DOT Government California - CA Build brine applicators and dust suppression units to spec.
$45,000 $900,000 *
Texas DOT Government Texas - TX Designed and build brine applicators and brine storage
tanks
$70,000 $438,000
*
North Carolina
DOT
Government North Carolina -
NC
Manufactured Brine Storage Tanks $70,000 $304,000 *
Iowa DOT Government Iowa - IA Manufactured Brine Storage Tanks $8,000 $390,000 * Illinois DOT Government Illinois - IL Manufactured Brine Storage Tanks $3,000 $202,000 * Table 6: Ability to Sell and Deliver Service
Describe your company’s capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable.

Your response should address in detail at least the following areas: locations of your network of sales and service providers, the number of workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party), and any overlap between the sales and service functions.

Line
Item Question Response *
26 Sales force. Camion  has two manufacturing locations: Converse TX and Neche ND.   Most of our Snow Removal and De-icing equipment is manufactured at our Neche ND location but brine storage solutions can also be produced at the Converse TX location, as needed.   We currently employ over 100 full-time direct employees.

Camion has three sales teams:

Regional Sales - this geographically diverse team has seven members and is responsible for  developing and growing dealer relationships, helping dealers plan inventory levels and train dealers on product offerings.

Customer service - Located in our Converse Texas location, the 5 member customer service team is responsible for sales order entry, parts sales, answering customer and dealer inquiries, managing warranty claims.

Sales Development team - this team is unique in our industry and is responsible for working with Sourcewell members answering any pre-sale technical questions and connecting them to the local dealer.
*
27 Dealer network or other distribution
methods.

Spread across the USA and Canada, our dealers are the face of Camion. Set up in key territories, these independent companies help us provide quicker delivery times, better customer service and that local touch that can’t be felt online. Bottom line, we believe that the person relying on our equipment should get a chance to touch it before they make the purchase.  Our dealers have a proven track record in the snow and ice industry and are committed to providing the best experience and support for Sourcewell members.

Our Megastore hold inventory in hand and are available to provide superior customer service and support.

Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1152
MEGA DEALERS
SNO-BIZ – 12 employees
•    Location: Wichita KS and Denver CO
•    Territory: Kansas, Oklahoma, Texas, Colorado
KAPLAN LIQUID SOLUTIONS – 12 employees
•    Location: Ingelside, IL
•    Territory: Illinois
GRANITE STATE DEICING – 8 employees
•    Location: Merrimack, NH
•    Territory: New Hampshire, Massachusetts
LOU DENNIS EQUIPMENT – 12 employees
•    Location: Maple ON
•    Territory: Onterio, Quebec
UNITED SERVICE AND SALES – 36 employees
•    Location: Salt Lake City, UT
•    Territory: Utah
B&W COMMERCIAL SALES – 8 employees
•    Location: Wickliffe OH
•    Territory: Ohio
CASPER’S TRUCK EQUIPMENT – 42 employees
•    Location: Appleton, WI and Butler, WI
•    Territory: Wisconsin
FALCON TRUCK EQUIPMENT – 125 employees
•    Location: Surrey, Sooke, Nanaimo, BC, Edmonton, AB, Regina, SK and Winnipeg, MB
•    Territory: British Columbia, Alberta, Saskatchewan, Manitoba AUTHORIZED DEALERS
STORKS PLOWS – 38 employees
•    Location: Bernville, PA
•    Territory: Pennsylvania
MCGAVIC – 54 employees
•    Location: Noblesville, IN
•    Territory: Indiana
SAGE SUPPLY – 36 employees
•    Location: Caldwell, ID
•    Territory: Idaho
J&A OUTDOOR EQUIPMENT – 4 employees
•    Location: Bode, IA
•    Territory: Iowa
ABCO SERVICES – 38 employees
•    Location: Toledo, OH
•    Territory: Northwest OH, Michigan
WORK TRUCK WEST – 58 employees
•    Location: Langley, BC
•    Territory: Sourthern BC
FDR HITCHES – 16 employees
•    Location: Roselle Park, NJ & Hawthorne, NJ
•    Territory: Northern New Jersey
CENTRAL EQUIPMENT – 8 employees
•    Location: Port Bryon, NY
•    Territory: New York State
A C T VEHICLE EQUIPMENT – 6 employees
•    Location: Westfield, MA
•    Territory: Southern Massachusetts
CUSTOM SALT SOLUTIONS – 12 employees
•    Location: Spokane, WA
•    Territory: Washington
ICE PRO SHOPS – 4 employees
•    Location: Des Moines, IA
•    Territory: Central Iowa
WINDMILL POWER EQUIPMENT – 52 employees
•    Location: Dundas, ON & Mississauga, ON
•    Territory: Central Ontario
TRIUS, INC – 250 employees
•    Location: Bohemia, NY, Ft. Edward, NY, Farmingdale, NJ, Bethlehem, PA •    Territory: NEW YORK, NEW JERSEY, PENNSLYVIANNA
1st Vanguard Rentals – 45 employees
•    Location: Fairfield, CA
•    Territory: California
H A DEHART AND SONS  – 32 employees
•    Location: Thorofare, NJ
•    Territory: NEW JERSEY, PENNSLYVIANNA
BONNELL INDUSTRIES – 89 employees
•    Location: Dixon, IL
•    Territory: Northern Illinois
*
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1153
MHQ Truck Equipment – 196 employees
•    Location: Oxford, MA
•    Territory: Massachusetts
KRANZ BODY CO LLC – 28 employees
•    Location: St Louis, MO
•    Territory: Missouri
PREMIUM CANADA HOLDING – 8 employees
•    Location: Lake Country, BC
•    Territory: Western BC
SK POWER DRIVE  – 16 employees
•    Location: Sudbury, ON
•    Territory: Northern Ontario
S&S POOLS – 6 employees
•    Location: Taylor
•    Territory: Eastern Pennsylvania
WINTER WONDERLAND – 12 employees
•    Location: Cedar Rapids, IA
•    Territory: Eastern Iowa
SENECA MINERAL – 8 employees
•    Location: Erie, PA
•    Territory: Western Pennsylvania
LOUISVILLE OUTDOOR TURF PRODUCTS – 16 employees
•    Location: Louisville, KY
•    Territory: Kentucky
ARISTA TRUCK SYSTEMS – 125 employees
•    Location: Grand Rapids MI
•    Territory: Western Michigan
Dealer employees numbers are estimated.
28 Service force. Initial service inquires will be directed to the local independent dealer.  Additional technical support is provided by our customer service team and product support teams.

The customer service team will handle all parts requests.

The Product support team assist with advanced troubleshooting and technical support and work with the component suppliers as needed.
*
29 Describe the ordering process. If orders
will be handled by distributors, dealers or
others, explain the respective roles of the
Proposer and others.

Sourcewell member will work with our sales development team and the local dealer to ensure we meet their specific requirements.

The dealer will provide any necessary quotes and request the Sourcewell member number and contact information.

The Sourcewell member will issue the PO to the dealer.  The dealer, in turn, will issue a PO to the sales and customer service team at Camion and include the member number and contact information.

The order will be filled and shipped to the dealer or directly to the customer.

Invoice will be provided to the dealer and the dealer will invoice the Member.

All Sourcewell orders will be flagged in our system for reporting and fee payment. *
30 Describe in detail the process and
procedure of your customer service
program, if applicable.  Include your
response-time capabilities and
commitments, as well as any incentives
that help your providers meet your stated
service goals or promises.

The initial contact for troubleshooting or service concerns is the Customer Service department at Camion.  If they are unable to resolve the issue, we have a Product Support team that is able to jump in and assist.  Calls into customer service are typically answered during normal business hours.   After hours, or if call volume is high, voice mails are responded to within 24 hours.  Emails are also responded to within 24-36 hours.   Technical Support responds within 24 hours.

The Product Support team works closely with our Development and Quality Teams to insure resolution.  The Product Support team will also coordinate and communicate with our suppliers if needed.
*
31 Describe your ability and willingness to
provide your products and services to
Sourcewell participating entities in the
United States.

We are ready, willing and able to provide products and with our dealer network, service throughout the United States.  We are currently supply government agencies through other various methods of procurement.   Our geographically diverse manufacturing facilities and extensive dealer network allow us to ship efficiently to any location in the United States.
*
32 Describe your ability and willingness to
provide your products and services to
Sourcewell participating entities in Canada.

Camion will be fully able to service all Sourcewell members in Canada.   Our Neche, ND location is close to the US/Canada border and we have an extensive background in navigating customs.

We have a independent dealer network across Canada.
*
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1154
33 Identify any geographic areas of the United
States or Canada that you will NOT be
fully serving through the proposed contract.

In partnership with our dealer network, we are able to service all areas of the United States and Canada.

The only exception will be we are not able to provide shipping rates to Alaska and Hawaii.
*
34 Identify any Sourcewell participating entity
sectors (i.e., government, education, not-forprofit) that you will NOT be fully serving through the proposed contract. Explain in
detail. For example, does your company
have only a regional presence, or do other
cooperative purchasing contracts limit your
ability to promote another contract?
Camion will fully serve all Sourcewell entity sectors.  Should we get awarded this contract, we will not be limited to sell or promote our products.

Camion does not currently hold any contracts that would inhibit our ability to promote this contract.
*
35 Define any specific contract requirements
or restrictions that would apply to our
participating entities in Hawaii and Alaska
and in US Territories.

Camion does not have any specific contract requirements or restrictions that would apply to Sourcewell participating entities in Hawaii, Alaska and in US Territories.

The Sourcewell members in Hawaii Alaska and US Territories will need to make delivery arrangements as we do not currently offer shipping to these locations. *
Table 7: Marketing Plan
Line
Item Question Response *
36 Describe your marketing strategy for
promoting this contract opportunity.

Upload representative samples of your
marketing materials (if applicable) in
the document upload section of your
response.
•    Educational Events: A key challenge we face as a manufacturer of liquid anti-icing products in an industry in which liquids have not yet reached mass adoption is overcoming objections around the use of liquid salt brine. As such, we are investing heavily in education and community building to help drive liquid salt brine adoption among large contractors and municipalities. This initiative will act as both the foundation of our marketing strategy and the entry point through which qualified leads enter our sales pipeline. We will include Sourcewell iconography into the on-site event collateral at the over 20 events we will host throughout the year.
•    Trade Shows: We will make Sourcewell a visible part of our 1,200 square foot booth at the SIMA Snow & Ice Symposium and APWA shows we and our dealers attend across the country. That includes handouts, digital promotions, and on-booth signage. •    Print Collateral and Ads: We will add Sourcewell to our print catalog, which is handed out across our dealer network, at events, and trade shows. Additionally, we will include Sourcewell on relevant flyers, print ads, and other handouts. Where applicable, QR codes will direct prospects to a custom landing page to support lead generation. •    Website: We will create a separate, conversion-optimized page on our website promoting Sourcewell, as well as next steps for getting started. Our SEO-optimized content and other high-traffic pages will link to this page, and homepage visitors will be able to easily find and navigate to it. Our contact form and chat bot will include options to accommodate traffic looking for contracts.
•    Content Strategy: We will prioritize contract customers in our customer story solicitation strategy to generate high-impact testimonials for prospects. We will also include posts promoting Sourcewell on our LinkedIn and Facebook accounts. •    Sales Process: Our sales and marketing functions are tightly integrated, providing us with many opportunities to cohesively promote Sourcewell throughout our sales process.

Our sales team already has in-depth experience working with contract clients. If selected, we will rapidly train them on additional knowledge that will help them successfully drive contract sales with Sourcewell. As prospects move through our deal stages, they will receive automated marketing emails with relevant information to help move them to the next deal stages.
•    Digital Advertising: Our robust paid media strategy reaches millions across the country. We regularly run ads across Facebook, LinkedIn, Google Display, YouTube, Google Search, and more. We will add Sourcewell to ad creatives across these platforms to drive additional awareness.
•    Facebook Group: We run a moderated Facebook Group as an extension of our educational campaigns, in which our subject matter expert helps members successfully implement brine.

Samples:
https://www.youtube.com/watch?v=RQx9aoefefg
https://www.youtube.com/watch?v=hjw80ZkfVPQ
https://www.youtube.com/watch?v=2xR5fG4bqUY
https://www.youtube.com/watch?v=faEJM81yftQ
https://www.youtube.com/watch?v=SVzZVlin2OQ
*
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1155
37 Describe your use of technology and
digital data (e.g., social media,
metadata usage) to enhance
marketing effectiveness.

Building accurate and complete contact and account-level profiles in our CRM is a top priority for us. Our main data intake points are our website chat bot, contact form, dealer finder, and Facebook lead ads. We optimize them all to match the contact and account attributes in our CRM so that we can consistently run error-free automated touchpoints.

Additionally, our sales team has been trained to further complete profiles during conversations.

We use that data to build email nurturing campaigns that get automatically triggered based on each contact and account’s history with Camion, their current deal stage in our sales funnel, web interactions, and individual contact data points. The email touchpoints are strategically placed to support moving leads forward through each stage of our sales funnel, as well as improving customer retention and cross-selling. We also send email newsletters to segmented lists of prospects and customers. If we are selected, we would add Sourcewell messaging to this email strategy.

Reaching contractors and municipalities on digital platforms requires us to use our ad platforms’ audience targeting to their fullest. Maintaining rich CRM data enables us to onboard our opt-in customer lists to Facebook and Google ads for continued targeting.

On the platforms, we use detailed interest, demographic, and geographic selects to make sure we are targeting the correct people. Our most successful digital ad channels are Facebook Ads, LinkedIn Ads, programmatic display ads on the Google Display Network, and Google Search. We also partner with trade organizations and publishers, such as SIMA, for programmatic advertising on their own websites. Although recent cross-device tracking restrictions have limited our retargeting audience sizes, we still run and find success with retargeting ads across Facebook and Google Display.

Geofencing enables us to target users outside of traditional audience targeting on our digital platforms. We run short-term campaigns with relevant messaging around tightly geofenced convention centers during major trade shows and other events.

QR codes at live events and in print ads enables us to connect physical advertising with our digital presence.

Lastly, we use aggregate firmographic and demographic data from our social media channels, CRM, and Google Analytics to help drove further marketing decision making. *
38 In your view, what is Sourcewell’s role
in promoting contracts arising out of
this RFP? How will you integrate a
Sourcewell-awarded contract into your
sales process?
Our success will come from an initive to promote the partnership between Camion and Sourcewell.

Sourcewell will continue to educate and build awareness for contract opportunites and ensure their website is updated with our contact infomation.  Soucewell will continue to attend tradeshows and trainings and engage in other marketing opportunities to grow membership.

We are committed to educating our dealers, Sourcewell members and potential members about the benefits of the contract, if awarded.  We will ensure all our customer-facing employees are educated about the benefits, terms and conditions of the contract, which will allow them to become experts and speak confidently and advocate the benefits associated with Sourcewell and the contract.
*
39 Are your products or services
available through an e-procurement
ordering process? If so, describe your
e-procurement system and how
governmental and educational
customers have used it.

We currently work with our independent dealer network to provide adequate local or regional support which reduces the need for an e-procurement or ordering process.  All orders will be placed by either our sales or customer service team. * Table 8: Value-Added Attributes
Line
Item Question Response *
40 Describe any product, equipment,
maintenance, or operator training
programs that you offer to
Sourcewell participating entities.

Include details, such as whether
training is standard or optional,
who provides training, and any
costs that apply.

All training is optional and initially provided by our dealer network.  Additional targeted training is available upon request via phone or video with our Production Support and Design teams.

Additionally, Camion is conducting seminars at our mega dealer locations on the benefits of brine and proactive snow removal.  These seminars are open to the public and designed to promote the benefits of brine over traditional salt applications.

Our dealers offer product training, installation and the best method of use training on brine for our customers. Fees may apply depending on the nature and extent in each case. *
41 Describe any technological
advances that your proposed
BRINE MASTER - The Ultimate All-In-One brine maker - The Brine Master® includes an integrated mixing tank and plug-and-play electronics to jump-start your in-house brine Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1156
products or services offer. production with no additional parts. And it’s built tough, with a stainless frame and no finicky automated sensors to go down when you need it most.  The Brine Master is an exceptionally efficient and economical brine production units with a high production rate of up to 3000 gallons per hour.

PLUG-N-PLAY ELECTRONICS - Pre-wired to approved standards. Easy to hook up and make brine.

ALL-IN-ONE COMPLETE UNIT - A complete unit with all the components. No shopping for further items.

CENTRAL CONTROL STATION- All you valves are in one place to make operating the Brine Master® a breeze.

Only applicable to the Brine Master 3000
*SALT-EXACT SALINITY READER - Our upgraded refractometer salinity reader gives you hyper-accurate brine salinity readings.
*FLOW METER - A flow meter comes standard so you can easily monitor your flow rate. *FULLY DRAINABLE HOPPER - Built for easy maintanance, with a fully-drainable hopper for hassle-free cleaning.

BRINE TRANSPORT TANK - The most secure tank on the road - Other drivers can’t miss our high-vis orange tanks. Baffle balls keep unpredictable  sloshing to a minimum, and our patented pin-mount system is a safer, maintenance-free alternative to finicky mounting hoops and bands.  With an industry leading 10 year warranty, these 1.9 specific gravity tanks are the best choice reliably transport your brine and additive products.

LIFTING-LUGS™ - Built-in and engineered to take the dry weight of the tank, these make lifting the tank on and off the trailer a breeze.

ROTO-MOLD™ CONSTRUCTION - When cooked and cooled at an even rate, the raw material is bonded together to make this tank virtually indestructible.

THICK-WALL™ DESIGN - Extra-thick walls provide unmatched strength and durability.

SINGLE-PIECE™ CONSTRUCTION - Rotationally-molded in a single mold means that the tank is seamless, water-tight, and leak-proof
ANTI-SPLASH™ STAINLESS LID - Lockable and spill-proof, this lid keeps liquid in while traveling on rough terrain.(Only on tank 1,600 gallons or larger.) THICK-WALL™ DESIGN - Extra-thick walls provide unmatched strength and durability.

BRINE STORAGE TANK - The Snowfighter's storage tank - These tanks keep your brine ready for the call. That’s why we beefed up our Brine Storage Tanks with tough premium features. Built by snowfighters, for snowfighters, the Camion® Brine Storage Tank is built to withstand the harshest conditions.  With a 10-year industry leading warranty, these 1.9 specific gravity tanks are the best choice to rely on to store your brine and through the heat of summer and the cold of winter without having to worry about containment failures.

ANCHOR-POINT™ LUGS -Four hefty built-in lifting and tie-down points at each corner make it easy to handle.

RIBBED-WALL™ STRUCTURE - The ribs act like belts around the tank, keeping it in shape. This reduces bulging.

CORRODE-PROOF™ MATERIAL - Built with salt brine compliant material, the tank will keep the
brine pure.

RECIRCULATION FITTING - Keep the liquid circulating.

STRONG-X™ ROOF DESIGN - The beefed-up roof structure with molded-in truss-like supports
eliminate collapsing.

RUST-ARMOUR™ FITTINGS - No rust. No corrosion. Years of unmatched service.

RELOCATABLE BRINE STORAGE - Your on-site brine depot - Staging your brine on site can save your trucks valuable refilling time when moments matter. Our relocatable storage trailer makes it easy to safely store brine when and where you need it, without the setup of more permanent tanks.

CORRODE-PROOF™ MATERIAL - Built with salt brine compliant material, this tank will keep the
brine pure.

RIBBED-WALL™ STRUCTURE - The ribs act like belts around the tank, keeping it in shape. This reduces bulging.

DROP & RAISE TECHNOLOGY™ - The unique jacking sustem is simple to pump and is placed at the perfect height. Raise the tanks without busting your back.

AUTO-DRAIN™ CONE BASE - The 15" cone base channels every ounce of liquid to the drain. No
more cleaning.

STRONG-X™ ROOF DESIGN - The beefed-up roof structure with molded-in truss-like supports
eliminate collapsing.

HEAVY-DUTY TUBE FRAME - This unit is powder coated and ready for abuse. All wires are protected inside the tube and built-in house holders are included U-Series Sprayers - Turn your UTV intoa a snowfighting machine.  Arm your side-by-side with a 100-gallon full-drain tank and a reliable two-bar boom sprayer with our Ice Master® USeries sprayer. Jam-packed with top-of-the-line features, the U-Series turns your UTV into a snowfighting beast.

Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1157
DOUBLE SPRAY BAR SYSTEM - High volume pre- and post- treatment spray bars.

POLY-FLEX™ HOSE REEL - Unlike steel, this rust-free,
crack-proof poly hose reel will flex.

AUTO-DRAIN™ SUMP BASE - The sloped tank base channels every ounce of brine to the drain.

TIME-SAVER™ FORK POINTS - The built-in fork slots make the entire unit a breeze to lift and load.

RUST-ARMOUR™ STAINLESS FRAME - No rust. No corrosion. Years of unmatched service.

EASY-ADJUST™ BOOM MOUNTS - Quickly set the boom height to match the spray nozzles' recommended height.

H-Series Sprayers - Heavy Duty Engineering does safe - The Ice Master® H-Series hitchmounted sprayer is built with Safe-Balance™ technology, reducing sloshing and stabilizing weight for your compact tractor.

SAFE-BALANCE™ DESIGN - The tank shape shifts weight closer to the rear wheels, making spraying on sloped terrain safer.

DOUBLE SPRAY BAR SYSTEM High volume pre- and post- treatment spray bars.

POLY-FLEX™ HOSE REEL- Unlike steel, this rust-free, crack-proof poly hose reel will flex.

EASY-ACCESS™ LID - The easy-to-reach lid located at the side of the tank makes filling quick and simple.

TIME-SAVER™ FORK POINTS - The built-in fork slots make the entire unit a breeze to lift and load.

SOLID-WALL™ TANK CONSTRUCTION - With thick side walls, this workhorse is impact resistant and virtually indestructible.

E-Series Sprayer - Dominate the pretreatig game - Leave the high-price pretreating sprayers for the other guys. The all-electric Ice Master® E-Series is the most straightforward and durable truck spraying rig on the market. Get everything you need to pretreat like a pro without busting the bank.  Snowfighting is a proactive game, not reactive. To provide the level of service people expect from you, you need a powerful pretreating tool for your snowfighting arsenal. The Ice Master® E-Series is your secret weapon for professional pretreating power at an affordable price.

Our sprayers are all-electric, meaning there's no refueling and no noise. The E-Series sprayer allows you to pre-treat quietly in city areas while the people who depend on you rest easy.

TIME-SAVER™  FORK POINTS - The built-in fork slots make the entire unit a breeze to lift and load.

TRI-ZONE™  SPRAY SELECTION - Choose where you want to spray. No more expensive salt damage. No more liquid wasted.

AUTO-DRAIN™ SUMP BASE - The sloped tank base channels every ounce of brine to the drain.

DOUBLE SPRAY BAR SYSTEM - High volume pre- and post- treatment spray bars.

RUST-ARMOUR™ STAINLESS FRAME - No rust. No corrosion. Years of unmatched service.

FAST-FILL™ SYSTEM - Quickly attach and fill, so more time can be spent on the job.

T-Series Sprayer - Own the Streets - Engineered, tested, and sold in the nation’s coldest temperatures, the Ice Master®T-Series is the ultimate snowfighting tool. Now armed with the Storm Fightr™ stainless boom, the durable T-Series truck obliterates snow and ice season after season. Forged from stainless steel, the all-new Storm Fightr® Armored Boom was built from the ground up to defeat anything you can throw at it, from heat and corrosion to getting backed into the toughest snow pile. Your spray nozzles have never been as secure.

BAFFLE-BALL™ SURGE CONTROL - The slosh is eliminated. It feels like a solid load.

TRI-ZONE™ SPRAY SELECTION - Choose where you want to spray. No more expensive salt damage. No more liquid wasted.

AUTO-DRAIN™ SUMP BASE - The sloped tank base channels every ounce of brine to the drain.

DOUBLE SPRAY BAR SYSTEM - High volume pre- and post- treatment spray bars.

Forged from stainless steel, the all-new Storm Fightr® Armored Boom was built from the ground up to defeat anything you can throw at it, from heat and corrosion to getting backed into the toughest snow pile. Your spray nozzles have never been as secure.

RUST-ARMOUR™ STAINLESS FRAME - No rust. No corrosion. Years of unmatched service.

FAST-FILL™ SYSTEM - Quickly attach and fill, so more time can be spent on the job.

Optional - Storm Commander™ Wireless Control Station - Your In-cab command center - The Storm Commander™ gives you the real-time data you need to beat billing disputes, frivolous litigation, and logistics breakdowns. It tracks application rates, GPS tracks, and much more, and backs it all up to an easy-to-use web portal. And it all comes in a rugged wireless package,
complete with physical buttons and steel switches.

Diesel Fuel Boss - Outlast the storm - When you’re in the elements, you stop for no one.

The all-in-one Diesel Fuel Boss® refueling unit keeps you on scene long after everyone else has gone home. Equipped with a pump, hose, and gun, our pre-built design is ready to work right out of the box.

PUMP-SHIELD™ COVER - The pump and gun are protected under a weather-safe cover.

ANCHOR-POINT™ STRAP GROOVES - Heavy-duty, never-fail strap grooves are built-in on both sides. This makes tying down this unit quick and hassle-free. *
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1158
CONDENSATE-ARMOUR™ MATERIAL - Unlike steel and aluminum, this polyethylene material reduces condensation build-up to minimize machinery filter damage.

SELF-ACTIVATE™ SHUT-OFF NOZZLE - This well-built diesel fuel nozzle is engineered to shut-off automatically when the machine is completely full.

EASY-LIFT™ HANDLES - Molded-in, solid handles make loading and unloading this unit effortless.
42 Describe any “green” initiatives
that relate to your company or to
your products or services, and
include a list of the certifying
agency for each.

Camion was started to help promote and implement liquid brine and snow removal solutions. SIMA and Wit Advisors promote using liquids to reduce the impact of highway and parking lot winter maintenance on the environment.  Using liquids for de-icing and antiicing reduces use of salt by 40-60 percent. Camion remains committed to reducing the environmental impact associated with snow and ice control. *
43 Identify any third-party issued ecolabels, ratings or certifications that your company has received for
the equipment or products
included in your Proposal related
to energy efficiency or
conservation, life-cycle design
(cradle-to-cradle), or other
green/sustainability factors.

Camion has designed our brine makers to run over standard building power supply rather than a gas engine, reducing emissions and greenhouse gases.  Additionally, we offer electric, hydraulic and PTO options for our de-icing sprayers.  We have specially developed the Ecomax motor for our truck sprayers.   Ecomax, a high efficiency 12 volt electric pump which eliminates the need for another gas motor to run the pump. * 44 Describe any Women or Minority
Business Entity (WMBE), Small
Business Entity (SBE), or veteran
owned business certifications that
your company or hub partners
have obtained. Upload
documentation of certification (as
applicable) in the document
upload section of your response.

While we do not qualify for any of these designations, many of our dealers are certified and that certification is available upon request.

Camion is a small privately-owned company that remains committed to supporting other small business owners, whether it be our independent dealer network or our contracted drivers.
*
45 What unique attributes does your
company, your products, or your
services offer to Sourcewell
participating entities? What makes
your proposed solutions unique in
your industry as it applies to
Sourcewell participating entities?
Enduraplas started as a poly tank manufacturer and we pride ourselves on offering an industry-leading  10-year warranty on all of our tanks.  As a polytank manufacturer, we offer one of the largest range of size applicators, production units and storage and transportation solutions for utilizing salt brine, the most efficient way to maintain clear roads.

We take our core values to heart. We carry that pride and commitment to excellence to our Camion brand where we continue to offer the 10 year warranty on our brine storage tanks.

These tanks are manufactured with our integral StrongX roof design and ribbed walls creating some of the toughest tanks available on the market today.

We have a unique progressive sales model providing a win-win partnership with our dealers.  This allows us to provide excellent, localize service from coast to coast.   This strategy has made us a recognized brand in multiple industries requiring liquid handling solutions.

The quality of our product is backed by our dedicate service teams which has created a strong, trusted brand in the marketplace.
*
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1159
Table 9: Warranty
Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your warranty materials (if applicable) in the document upload section of your response in addition to responding to the questions below.

Line
Item Question Response *
46 Do your warranties cover all products, parts, and
labor?
Camion offers an industry leading 10 year warranty for all our brine storage tanks (after warranty registration).  Camion equipment workmanship is covered for 2 snow seasons and parts are covered for the length of the manufacturer's warranty
*
47 Do your warranties impose usage restrictions or
other limitations that adversely affect coverage?
Camion does not provide any warranty coverage, nor have any liability or responsibility for any defects, costs, expenses, or damages relating to any of the following:

Expendable parts, such as nuts, bolts, etc. or any parts not furnished by Camion or any damage causes by such parts.

Airborne chemicals, road debris, salt, hail, floods, fire, windstorms, lightening or other acts of nature and other environmental conditions Water Contamination
Any part or product installed, repaired, or altered by anyone other than a Camion Products authorized dealer or any damage caused by such parts or products.

Normal wear and tear
Normal maintenance services
Incidentals or consequential damages, including but not limited to inconvenience, transportation, personal injury, loss of property or loss of revenue
Parts or products that have been subject to abuse, negligence, accident, theft, tampering, misuse, neglect, corrosion, mishandling, improper installation, lace of or improper maintenance, care or storage.

Installation of Camion products to a vehicle, including modification of Camion products or any such vehicle is entirely at the Buyer's risk and expense and compliance with motor vehicle regulations is the responsibility of the Buyer.

Camion is not responsible for any damage whatsoever to vehicles caused by installation or use of Camion products equipment.

Camion Products are not intended for personal, family or household use and, as such, this Limited Warranty does not cover such use. *
48 Do your warranties cover the expense of
technicians’ travel time and mileage to perform
warranty repairs?
Camion does not cover expenses such as travel time or mileage.  Normal warranty repairs are handled by our independent dealer network in warranty policy, but will allow for exceptions depending on the defect and cause. *
49 Are there any geographic regions of the United
States or Canada (as applicable) for which you
cannot provide a certified technician to perform
warranty repairs?  How will Sourcewell
participating entities in these regions be provided
service for warranty repair?
Our dealers typically offer service as required which covers most regions.

However we don't have servicing dealers in Northern Canada, Hawaii and Alaska.  In the unlikely event that repairs are needed in these areas, we will evaluate on an exception basis.

Camion warranty policy covers only parts, however in the unlikely event a manufacturer's defect requires additional resources, Camion will evaluation for reimbursement on a case by case basis.
*
50 Will you cover warranty service for items made by
other manufacturers that are part of your proposal,
or are these warranties issues typically passed on
to the original equipment manufacturer?
Service charges for component parts may be transferred to the original parts manufacturer as appropriate when approved.   Camion manufactured parts will be covered by our normal Camion Warranty Policy.
*
51 What are your proposed exchange and return
programs and policies?
Camion will allow return of unused product subject to a 15% restocking fee.

We allow our dealers to exchange stock as needed.
*
52 Describe any service contract options for the
items included in your proposal.

Our dealers offer service and maintenance programs as required.  We do not stipulate or dictate these as a manufacturer.
*
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1160
Table 10: Payment Terms and Financing Options
Line
Item Question Response *
53 Describe your payment terms and accepted payment
methods.

Camion standard payment terms are net 30 for approved
customers.  Otherwise we accept check or credit card payment.

Dealers will set their own terms with Sourcewell Members. *
54 Describe any leasing or financing options available for use by educational or governmental entities.

As a manufacturer we offer a program on Yard Card with 0% for 48 months.  Terms apply.

Dealers may extend other offers as they see fit.
*
55 Describe any standard transaction documents that you propose to use in connection with an awarded contract
(order forms, terms and conditions, service level
agreements, etc.). Upload a sample of each (as
applicable) in the document upload section of your
response.

Our standard transactional documents will include Quotes, Sales Order Confirmations and Invoices.  If purchasing through one of our independent dealers, the format of the transactional documents may vary.

See samples attached.
*
56 Do you accept the P-card procurement and payment
process? If so, is there any additional cost to Sourcewell participating entities for using this process?
Camion does not accept P-cards for factory direct order payments on equipment or parts.   Some of our independent dealers may accept P-Cards as payment when purchase order has been placed with them directly.  The member will need to confirm if the dealer accepts this form of payment at the initial conversation. *
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1161
Table 11: Pricing and Delivery
Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can be made during the term of an awarded Contract as described in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form.

Line
Item Question Response *
57 Describe your pricing model (e.g., line-item discounts or product-category discounts). Provide detailed pricing data (including standard or list pricing and the Sourcewell
discounted price) on all of the items that you want
Sourcewell to consider as part of your RFP response. If applicable, provide a SKU for each item in your proposal.

Upload your pricing materials (if applicable) in the
document upload section of your response.

As the manufacturer, our pricing is based on our suggested retail price.

Items are coded according to the options or features on each unit and can be easily correlated to the size. pump, etc.

See attached price list with MSRP and  Sourcewell
discounted pricing
*
58 Quantify the pricing discount represented by the pricing proposal in this response. For example, if the pricing in your response represents a percentage discount from
MSRP or list, state the percentage or percentage range.

Camion will offer 5% off MSRP for Sourcewell members for the duration of this contract. *
59 Describe any quantity or volume discounts or rebate
programs that you offer.

Camion understands that it is not uncommon for Sourcewell members to purchase larger quantities.  To provide the best quantity or volume discounts, we would work with our closest independent dealer.
*
60 Propose a method of facilitating “sourced” products or related services, which may be referred to as “open
market” items or “nonstandard options”. For example, you may supply such items “at cost” or “at cost plus a
percentage,” or you may supply a quote for each such
request.

Non-standard or custom items will be quoted by Camion at time of the request.  Pricing will be discussed and agreed to by the member prior to placement of an order. *
61 Identify any element of the total cost of acquisition that is NOT included in the pricing submitted with your response.

This includes all additional charges associated with a
purchase that are not directly identified as freight or shipping charges. For example, list costs for items like predelivery inspection, installation, set up, mandatory training, or initial inspection. Identify any parties that impose such costs and their relationship to the Proposer.

Taxes (both Canadian or US state) are not included in the pricing and may be added by Camion or the independent dealer at time of purchase.

Any Training, installation or inspection charges will be dictated by the dealer as this service is not required by Camion as the manufacturer.
*
62 If freight, delivery, or shipping is an additional cost to the Sourcewell participating entity, describe in detail the complete freight, shipping, and delivery program.

Shipping direct from us as the Manufacturer to local dealer is listed on the pricelist as a destination charge. If shipped direct from us to Sourcewell member an additional $250 drop fee will be applied.

Shipping from dealer to Sourcewell member will be negotiated between the dealer and the customer.
*
63 Specifically describe freight, shipping, and delivery terms or programs available for Alaska, Hawaii, Canada, or any
offshore delivery.

Shipping or delivery to Alaska or Hawaii or offshore, will need to be arranged by the Sourcewell Member.

Shipping destination charges for Canada are listed on the pricelist. *
64 Describe any unique distribution and/or delivery methods or options offered in your proposal.

Camion has MEGASTORES in key locations which stock product ahead of the winter season. These locations may have standard product on hand allowing customer to receive and put goods to immediate use.
*
Table 12: Pricing Offered
Line
Item The Pricing Offered in this Proposal is: * Comments 65 c. better than the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing departments.

We don't typically offer a
special discount for
Government Entities but we
are offering Sourcewell
members 5% off of MSRP
on this contract.

Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1162
Table 13: Audit and Administrative Fee
Line
Item Question Response *
66 Specifically describe any self-audit process or program that you plan to employ to verify compliance with your proposed Contract with Sourcewell. This process includes ensuring that Sourcewell participating entities obtain the proper pricing, that the Vendor reports all sales under the Contract each quarter, and that the Vendor remits the proper administrative fee to Sourcewell. Provide sufficient detail to support your ability to report quarterly sales to Sourcewell as described in the Contract template.

All quotes will be reviewed by our sales and customer
service team, even when our dealers are taking the lead with the member.   This will allow us to know each time the contract is being used as the source for pricing and terms and conditions.

Our independent dealers and sales and customer service
teams will adhere to the following:
•    The Sourcewell membership number will be included on all documents
•    The Sourcewell contract number will be included on all documents
•    The Sourcewell member's purchase order will be
submitted to Camion when it is completed by the dealer
•    The dealer will invoice the member to receive their commission payment
•    Sourcewell pricing will be clearly noted on separate Sourcewell contract price book or pages
•    Our sales, customer service and dealers will receive mandatory training on the proposal and Sourcewell Terms and Conditions
•    The sales and customer service teams will input the member and contract numbers into the order system for
reporting
*
67 If you are awarded a contract, provide a few examples of internal metrics that will be tracked to measure whether you are having success with the contract.

Camion tracks our sales via our ERM system.  We will track the number of quotes and actual sales under the contract along with year-over-year revenue totals through the contract. *
68 Identify a proposed administrative fee that you will pay to Sourcewell for facilitating, managing, and promoting the Sourcewell Contract in the event that you are awarded a Contract.  This fee is typically calculated as a percentage of Vendor’s sales under the Contract or as a per-unit fee; it is not a line-item addition to the Member’s cost of goods. (See the RFP and template Contract for additional details.)
Our goal is to remain as competitive as possible with our pricing.

We propose a fee of 2% excluding the price of shipping
and open source or custom items.
*
Table 14A: Depth and Breadth of Offered Equipment Products and Services Line
Item Question Response *
69 Provide a detailed description of the
equipment, products, and services that you
are offering in your proposal.

Brine Makers
BM3000 - LARGE BRINE MASTER
•    (181 inches X 82 inches X 65 inches / dry weight 1,000 pounds) •    600 Gallon mixing tank
•    2 cubic yard hopper - manufactured with one-piece HDPE grey Poly •    230-volt, 30 amp electrical connection
•    Solid steel Frame
•    Brine Production Capacity - up to 2600 gal/hour
BM1600  -SMALL BRINE MASTER
•    (90 inches X 72 inches X 68 inches / dry weight 520 pounds) •    400 Gallon mixing tank
•    .5 cubic yard hopper - manufactured with one-piece HDPE grey Poly •    115-volt, 20 amp electrical connection
•    Solid steel Frame
•    Brine Production Capacity - up to 1600 gal/hour
Brine Storage Tanks - all our tanks include:
•    16" lid
•    Tie Down Points
•    Siphon Tube
•    Single piece Rotomold HDPE contruction
•    1.9 Specific Gravity
•    Compatible liquids - Calcium Chloride Brine, Salt Brine, Premium Branded Liquids
•    10 year warranty
THV01100GYC
•    60" DIAMETER X 97" HEIGHT
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1163
•    dry weight 210 lbs
•    Capacity - 1,100 gallons
•    Drain / Recirc Fittings - 2 inches (Poly or Stainless available) THV03000GYC
•    90" DIAMETER X 125" HEIGHT
•    Dry weight - 550 lbs
•    Capacity - 3,126 gallongs
•    Drain/Recirc Fittings - 3 inches (Poly or Stainless available) THV05000GYC
•    110" DIAMETER X 150" HEIGHT
•    Dry weight -  1,210
lbs

•    Capacity - 5,500 gallons
•    Drain/Recirc Fittings - 3 inches (Poly or Stainless available) THV10000GYC
•    144" DIAMETER X178" HEIGHT
•    Dry weight - 2,800 lbs
•    Capacity - 10,400 gallons
•    Drain/Recirc Fittings - 3 inches (Poly or Stainless available) Brine Transport Tanks - all tanks include
•    16" lid
•    Tie Down Points
•    Sight Gauge and Siphon Tube
•    Single piece Rotomold HDPE contruction
•    1.9 Specific Gravity
•    Pin Mount Construction
•    Compatible liquids - Calcium Chloride Brine, Salt Brine, Premium Branded Liquids
•    Optional Baffle Balls to prevent sloshing
•    Optional Recirculation Fitting
•    10-year warranty
THF01000ORC
•    94" length X 60" width X 63" height
•    Dry weight - 435 lbs
•    Capacity - 1,100 gallons
•    Drain Fittings - 2 inches (Poly or Stainless available) THF01600ORC
•    130" length X 71" width X 51" height
•    Dry weight - 590 lbs
•    Capacity - 1,600 gallons
•    Drain Fittings - 3 inches (Poly or Stainless available) THF02200ORC
•    130" length X 87" width X 90" height
•    Dry weight - 770 lbs
•    Capacity - 2,200 gallons
•    Drain Fittings - 3 inches (Poly or Stainless available) THF03000ORC
•    130" length X 87" width X 90" height
•    Dry weight - 1,210 lbs
•    Capacity - 3,000 gallons
•    Drain Fittings - 3 inches (Poly or Stainless available) THF04500ORC
•    179" length X 95" width X 84" height
•    Dry weight - 1,870 lbs
•    Capacity - 4,500 gallons
•    Drain Fittings - 3 inches (Poly or Stainless available) Relocatable Storage
•    16" lid
•    Tie Down Points
•    Siphon Tube
•    available 2 inch or 3 inch pump and plumbing otions. •    Single piece Rotomold HDPE contruction
•    1.9 Specific Gravity
•    Compatible liquids - Calcium Chloride Brine, Salt Brine, Premium Branded Liquids
•    10 year warranty
IMSWC6000
Double Cone Trailer
•    2-3,000 gallon cone-bottom storage tanks
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1164
•    21 inches lenght X 100 inches width X Height - (Raised - 158"/Lowered - 146")
•    Dry weight - 2,800 lbs
IMSWC9000
•    Triple Cone Trailer
•    3 3,000 gallon cone-bottom storage tanks
•    29 inches lenght X 100 inches width X Height - (Raised - 158"/Lowered - 146")
•    Dry weight - 4,090 lbs
Ice Control Sprayers
H-Series
IMH050
•    50 Gallon Ice Master H Series 3-point Sprayer
•    32 inches lenght X 55" width X 43 inches height
•    3-point linkage hitch
•    IMSB7 - 7 nozzle boom - upto 6 ft spray width
•    optional Hose Reel
U-Series Sprayer
IMU100
•    100 Gallon U Series UTV Sprayer
•    49 inches lenght X 45" width X 27 inches height
•    100 ft hose reel
•    IMSB7H - 7 nozzle boom - upto 6 ft spray width
E Series Sprayer
•    3 Independent Electric Pumps
•    Proven Pin-mount System
•    Sight Gauge
•    2" Fill Port
•    In Cab Controller
•    Pressure Controller
IME250
•    250 Gallon E Series Truck Mount Sprayer
•    80" lenght X 43" width X 39" height
•    Dry weight - 445 lbs
IME300
•    300 Gallon E Series Truck Mount Sprayer
•    102" lenght X 48" width X 40" height
•    Dry weight - 530 lbs
IME500
•    500 Gallon E Series Truck Mount Sprayer
•    104" lenght X 57" width X 50" height
•    Dry weight - 670 lbs
TSeries Sprayer
•    Baffle balls
•    Integrated Fork Point Slots
•    Double Spray bar for high volume pre & post-treatment spray bars •    Choice of Motor/Pump
•    In Cab Controls
•    Optional StormCommander GPS controls
•    Optional Hose Reel
•    Optional Work Lights
IMT250
•    250 Gallon T Series Truck Mount Sprayer
•    81" length X 48" width X 39" height
•    dry weight - 475 lbs
•    Optional Electric or Gas Motor
IMT300
•    300 Gallon T Series Truck Mount Sprayer
•    102" length X 48" width X 40" height
•    dry weight - 560 lbs
•    Electric or Gas Motor
IMT500
•    500 Gallon T Series Truck Mount Sprayer
•    104" length X 57" width X 50" height
•    dry weight - 700 lbs
•    Electric, Hydraulic or Gas Motor
IMT800
•    800 Gallon T Series Truck Mount Sprayer
•    120" length X 61" width X 5940" height
•    dry weight - 935 lbs
•    Electric, Hydraulic or Gas Motor
IMT1000
•    1000 Gallon T Series Truck Mount Sprayer
•    120" length X 61" width X 75" height
*
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1165
•    dry weight - 1,035 lbs
•    Electric, Hydraulic or Gas Motor
IMT1200
•    1200 Gallon T Series Truck Mount Sprayer
•    127" length X 72" width X 66" height
•    dry weight - 1,250 lbs
•    Hydraulic or Gas Motor
IMT1600
•    1600 Gallon T Series Truck Mount Sprayer
•    156" length X 72" width X 70" height
•    dry weight - 1,495 lbs
•    Hydraulic or Gas Motor
IMT1900
•    1900 Gallon T Series Truck Mount Sprayer
•    156" length X 72" width X 750" height
•    dry weight - 1,598 lbs
•    Hydraulic or Gas Motor
IMT2500
•    2500 Gallon T Series Truck Mount Sprayer
•    159" length X 87" width X 84" height
•    dry weight - 2,040 lbs
•    Hydraulic or Gas Motor
IMT3000
•    3000 Gallon T Series Truck Mount Sprayer
•    159" length X 87" width X 99" height
•    dry weight - 2,295 lbs
•    Hydraulic or Gas Motor
Diesel Transfer Tanks
•    10 GPM Vane Pump
•    20" hose
•    Auto Shut-off spray gun
RDU025C10DC
•    25 GAL DIESEL FUEL BOSS - COMPACT
•    32" length X 27" width X 20" height
•    Dry weight - 69 lbs
RDU055C10DC
•    55 GAL DIESEL FUEL BOSS - COMPACT
•    32" length X 27" width X 30" height
•    Dry weight - 80 lbs
RDU075N10DC
•    75 GAL DIESEL FUEL BOSS - NARROW
•    51" length X 21" width X 31" height
•    Dry weight - 90 lbs
RDU100S10DC
•    100 GAL DIESEL FUEL BOSS - STANDARD
•    47" length X 34" width X 34" height
•    Dry weight - 100 lbs
70 Within this RFP category there may be
subcategories of solutions. List subcategory
titles that best describe your products and
services.

Brine Production and Storage
*
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1166
Table 14B: Depth and Breadth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.

Line
Item Category or Type Offered * Comments
71 Salt; Yes
No
We do not offer Salt at this time. *
72 Brine; Yes
No
We do not offer brine, but we have a great Brine
Master series that will allow the Sourcewell member to
produce their own brine.
*
73 Anti-icing or or de-icing solids, liquids, and agents designed or intended for de-icing or anti-icing
applications;
Yes
No
We do not offer at this time.
*
74 Storage tanks and systems designed to produce
brine, anti-icing, or de-icing agents with related
supplies and accessories
Yes
No
Camion offers the Brine Master system to produce
brine and multiple styles of brine storage tanks. *
Table 15: Exceptions to Terms, Conditions, or Specifications Form Line Item 75. NOTICE: To identify any exception, or to request any modification, to the Sourcewell template Contract terms, conditions, or specifications, a Proposer must submit the exception or requested modification on the Exceptions to Terms, Conditions, or Specifications Form immediately below. The contract section, the specific text addressed by the exception or requested modification, and the proposed modification must be identified in detail. Proposer's exceptions and proposed modifications are subject to review and approval of Sourcewell and will not automatically be included in the contract.

Contract Section Term, Condition, or Specification Exception or Proposed Modification None
Documents
Ensure your submission document(s) conforms to the following:

1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.

2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.

3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.

4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as “Marketing Plan.” Pricing - Camion USD SOURCEWELL MSRP Price List 22-23.pdf - Tuesday March 14, 2023 14:45:06 Financial Strength and Stability - Enduraplas - Experian credit report.pdf - Tuesday March 14, 2023 14:45:26 Marketing Plan/Samples - Camion 2023 E8.pdf - Tuesday March 14, 2023 14:44:51 WMBE/MBE/SBE or Related Certificates (optional)
Warranty Information - Warranty (Mfr) - Camion Systems Final Draft 4863-0030-0110 v.1 - Clean Final 230208.pdf - Tuesday March 14, 2023 08:21:02
Standard Transaction Document Samples - Sample sales documents.pdf - Tuesday March 14, 2023 14:46:42 Upload Additional Document (optional)
Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1167
Addenda, Terms and Conditions

PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE
I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to bind the Proposer to this Affidavit and Assurance of Compliance:

1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in the jurisdiction of its residence.

2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for contract award.

3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal independently and the Proposal has been created without colluding with any other person, company, or parties that have or will submit a proposal under this solicitation; and the Proposal has in all respects been created fairly without any fraud or dishonesty. The Proposer has not directly or indirectly entered into any agreement or arrangement with any person or business in an effort to influence any part of this solicitation or operations of a resulting contract; and the Proposer has not taken any action in restraint of free trade or competitiveness in connection with this solicitation. Additionally, if Proposer has worked with a consultant on the Proposal, the consultant (an individual or a company) has not assisted any other entity that has submitted or will submit a proposal for this solicitation.

4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest exists when a vendor has an unfair competitive advantage or the vendor’s objectivity in performing the contract is, or might be, impaired.

5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not an employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due Date of this solicitation.

6. If awarded a contract, the Proposer will provide to Sourcewell Participating Entities the equipment, products, and services in accordance with the terms, conditions, and scope of a resulting contract.

7. The Proposer possesses, or will possess before delivering any equipment, products, or services, all applicable licenses or certifications necessary to deliver such equipment, products, or services under any resulting contract.

8. The Proposer agrees to deliver equipment, products, and services through valid contracts, purchase orders, or means that are acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first-quality products and related services to Sourcewell Members under an awarded Contract.

9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.

10. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either substantially or in their entirety. Under Minnesota Statutes Section 13.591, subdivision 4, all proposals are considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals become public data. Minnesota Statutes Section 13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under Minnesota's Data Practices Act.

11. Proposer its employees, agents, and subcontractors are not:

1. Included on the “Specially Designated Nationals and Blocked Persons” list maintained by the Office of Foreign Assets Control of the United States Department of the Treasury found at: https://www.treasury.gov/ofac/downloads/sdnlist.pdf;

2. Included on the government-wide exclusions lists in the United States System for Award Management found at:
https://sam.gov/SAM/; or

3. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1168
by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this solicitation.

By checking this box I acknowledge that I am bound by the terms of the Proposer’s Affidavit, have the legal authority to submit this Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic signature or electronic record was used in its formation. - Denice Pape, Customer Service Manager, Enduraplas, LLC The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the bid.

Yes No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.

Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda.

File Name
I have reviewed the
below addendum and
attachments (if
applicable)
Pages
Addendum_2_Salt_and_Brine_RFP_031423
Mon March 6 2023 04:36 PM
1 Addendum_1_Salt_and_Brine_RFP_031423
Thu February 16 2023 02:52 PM
1 Bid Number: RFP 031423 Vendor Name: ENDURAPLAS LLC
DocuSign Envelope ID: DFA44118-13F1-43E3-AD47-FA7C2F7CAD5A 1169
Compact Excavators
1-8 Metric Tons
1170

BOBCAT COMPACT EXCAVATORS

THE BOBCAT LINE OF COMPACT EXCAVATORS IS A PERFECT EXAMPLE OF OUR APPROACH TO EQUIPMENT DESIGN: NEVER STOP MAKING IT BETTER.

Bobcat® excavators deliver stronger performance in a lighter machine, taking the production of owners and operators to the next level. Smooth, refined hydraulics allow you to dig your way out of extremely tough jobs.

LIKE YOU, IT’S BUILT TO WORK HARD, AND WORK BETTER.
2 1171

WORKS LIKE AN

EXTENSION OF YOU
Responsive controls and smooth operation are a must
when doing difficult work with tight deadlines. In a Bobcat compact excavator, you can feel the balance between the hydraulic system and the engine horsepower. It makes
operation more intuitive. It makes you more productive, too.

A load-sensing piston pump and closed center valve systems deliver exceptional metering for smooth control of machine functions. With its cushioned work group, cylinders provide a smooth end-of-stroke while working. No matter which
model you choose, your Bobcat excavator is engineered
with advanced hydraulic components that maximize power, speed, predictability and control.

Machine: E40
6 PERFORMANCE
1172

BOBCAT TRACKS
Engineered, tested and proven to perform on your excavator, Bobcat tracks give you the best performance and longest service life. Choose from rubber tracks with a wide range of tread patterns, steel tracks, segmented rubber tracks for the E60 and E88, or maximize pushing force and comfort with a steel track and rubber pad combination.

Bobcat excavators have your business
expansion built right in. Nobody builds
more compact excavator attachments.

Whether it’s breaking concrete,
breaking down buildings or drilling
tree holes, Bobcat attachments help
you take on new jobs and get more
use from your machine. You can even
share some of the same attachments
that fit on your Bobcat loaders. With
more than a dozen attachments to
choose from, your Bobcat excavator
is not just a digging machine; it’s a
versatile tool carrier.

SELECTABLE AUXILIARY HYDRAULIC FLOW
Bobcat excavators allow you to quickly select an auxiliary flow rate that best matches a particular attachment. Low flow provides precise control of the PowerTilt swing accessory and Hydra-Tilt swing accessory. Medium flow is perfect for the clamp attachment.

Maximum flow is best for breakers, augers and compactors.

PowerTilt® is a registered trademark of Helac Corporation.

DO
MORE
THAN
DIG.

BUILT-IN VERSATILITY
• Auger
• Breaker
• Clamp
• Drum mulcher
• Flail mower
• Grading blade
• Grading bucket
• Grapple, three-tine
• Hydra-Tilt™ swing accessory
• Hydraulic tilt coupler
• Packer wheel
• Plate compactor
• PowerTilt® swing accessory
• Pro Clamp™ system
• Ripper
• Trencher
28 VERSATILITY
1173
Machine: E60
THE INDUSTRY’S ONLY CLAMPCOMPATIBLE EXTENDABLE ARM
The optional extendable arm gives you the power
and lifting performance of a shorter boom arm or the
dig depth and reach of a longer one.

ATTACHMENTS NOW
With many excavators, the quick-tach system,
hoses and couplers, controls, and clamp mounts
can be pricey add-ons. The Bobcat-exclusive
X-Change™ attachment mounting system, plus
quick couplers, clamp mounts, port release and
fingertip controls, come standard on a majority
of our excavators. You will have multi-attachment
functionality right away – so you can take on
more jobs.

FINGERTIP CONTROLS
The auxiliary hydraulic controls are
at your fingertips, providing precision
control and low-fatigue operation.

Variable flow allows you to control the
attachment speed and precisely move
a clamp. Detent provides continuous
flow for attachments such as augers
and plate compactors.

HYDRAULIC X-CHANGE ATTACHMENT

MOUNTING SYSTEM
For the most convenient attachment changes
in the industry, choose the optional Hydraulic
X-Change™ system. Release and secure
attachments from inside the cab with the
flip of a switch. The standard X-Change
attachment mounting system is included
standard on 3-to-6-ton models for easy and
fast attachment connection and removal.
1174 29
1175
1176
1177
1178
Toolcat Utility
Work Machines
UW53, UW56
1179
Maximize your production and return on investment by
connecting your Toolcat utility work machine to one of
more than 45 attachments. Changes take less than a
minute – so it’s simple to mow in the morning, remove
downed trees in the afternoon and dig post holes in the evening. It’s an investment you can leverage a different way every day, all year round.

Want to make sure you get the most out of your machine? Purchase the attachments you regularly use, like a mower, so they’re there when you need them. For one-time projects, rent the attachments you need, like a stump grinder, from your local Bobcat dealer.

ANY DAY.

ANY JOB.

One person can change attachments in less than a minute. With the standard Bob-Tach® attachment mounting system, attachment hookup is quick and easy.

With the optional Power Bob-Tach system, you can change non-hydraulic attachments without leaving the comfort of your cab. Just line up the attachment and flip the switch.

The Toolcat utility work machines have additional features not found in other types of equipment that help increase attachment productivity – so you can get more done in a day:
• Lift arm float
• Horsepower management
• Hydrostatic drive
• Variable flow hydraulics
• Fingertip auxiliary control
• Drive response
• Dual-direction detent
• Cruise control
• High-flow hydraulics
• Attachment control kit
4 PRODUCTIVITY
1180
Joystick and Attachment Control Kit
Command the attachment and make on-the-fly
adjustments with a simple-to-operate joystick
and effortless fingertip auxiliary control. Secondary
attachment functions, like angle adjustments on the
broom, blade or soil conditioner, are at your fingertips with the optional attachment control kit.

Pressure Relief Quick Couplers
This unique design releases trapped line pressure and
provides easier hydraulic attachment hookup.

Optional High-Flow Hydraulics
With optional high-flow hydraulics, you can maintain
torque and attachment speed under a heavy load.

You’ll notice the difference on tough jobs requiring
high power, like stump grinding, blowing snow and
digging postholes.

Speed Management
Use speed management to set your engine speed
to the optimal setting for the attachment that
you’re operating, then dial in your desired travel
speed. Speed management is helpful for operating
attachments that require a slow and consistent
travel speed while maintaining high engine speeds,
such as a soil conditioner or snowblower. Use speed
management to set the maximum travel speed at full
stroke of the accelerator pedal.

Machine: UW56
Attachment: Bucket
Find detailed attachment information and specifications at Bobcat.com
Get more done on the job with these
Bobcat attachments:
3-point hitch adapter
Angle broom
Auger
Bale fork
Box blade
Brushcat™ rotary cutter
Bucket
Chipper
Combination bucket
Dozer blade
Dumping hopper
Flail cutter
Grader
Grapple, industrial
Grapple, utility
Landplane
Landscape rake
Mower
Pallet fork, hydraulic
Pallet fork, standard
Rock bucket
Salt/sand spreader
Scraper
Seeder
Snow blade
Snowblower
Snow pusher
Snow v-blade
Sod layer
Soil conditioner
Spreader
Stump grinder
Sweeper
Tiller
Tilt-Tatch™ device
Trencher
Utility fork
1181 5
Machine: UW53
Attachment: Angle Broom
1182 7
Even when it fits, it’s often not worth the trouble to take a machine with limited maneuverability into confined working conditions. With a turning radius of 11.2 feet, the Toolcat utility work machine can do more in tight spaces.

Toolcat UW56

11.2'
Compact Tractor 16' Utility Vehicle 26'
Pickup Truck 49.6'
Each wheel of the Toolcat utility work machine moves
separately through the turning arc and rolls smoothly
through the turn.

Machine: UW56
Attachment: Pallet Fork
Machine: UW56
Attachment: Angle Broom
1183 15
1184
1185
1186
1187
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: March 26, 2024
Agenda Item #:16
Agenda Item:

Ratification of Prohousing Incentive Grant Application to California Department of Housing and Community Development for the Bear's Den Rehabilitation and the Affordable Housing Project at 3900 and 3908 Lake Tahoe Boulevard
Executive Summary: In January 2024, the State of California Housing and Community Development Department (HCD) released a Notice of Funding Availability (NOFA) for the Prohousing Incentive Program (PIP) 2023 - Round 2. The PIP awards funds are based on the Prohousing Designation program score and jurisdiction size. On September 12, 2023, City Council authorized Resolution 2023- 082 for application to and participation in the Prohousing Designation Program. The motion was made by Councilmember Friedrich and seconded by Councilmember Wallace. The City became eligible to apply for the PIP grant in March 2024 and an application was submitted on March 15, 2024.

Requested Action / Suggested Motions:

Pass a Resolution ratifying the grant application and authorizing the City Manager to accept funds from the California Department of Housing and Community Development for Prohousing Incentive Program up to $120,000 for the Bear's Den rehabilitation and up to $500,000 for the affordable housing project at 3900 and 3908 Lake Tahoe Boulevard, for a total amount not to exceed $620,000.

Responsible Staff Member: Jessica Wackenhut Lomeli, Housing Manager Reviewed and Approved By: Zach Thomas, Director of Development Services Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney Attachments:
01-Staff Report - Prohousing Incentive Program.docx
02-Resolution - Prohousing Incentive Program.docx
03 - PIP Submitted Application.pdf
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Council Agenda Report- March 26, 2024 Page 1 of 3
City of South Lake Tahoe
Report to City Council
Meeting Date: March 26, 2024
Title: Ratification of Prohousing Incentive Grant Application to California Department of Housing and Community Development for the Bear's Den Rehabilitation and the Affordable Housing Project at 3900 and 3908 Lake Tahoe Boulevard Location: City-wide
Responsible Staff Member: Jessica Wackenhut Lomeli, Housing Manager Background: In an effort to further push city and county jurisdictions to address the statewide housing crisis, the Newsom Administration and California Legislature created the Prohousing Designation Program as part of a package of technical assistance, accountability measures, and incentives to address housing and homelessness.

Local Governments with Prohousing Designation are eligible for an additional Prohousing Incentive Program grant (PIP). This grant consists of a state investment from the Building Homes and Jobs Trust Fund, with five percent of annual collections to be used for an incentive program.

On September 12, 2023, City Council authorized Resolution 2023-082 for application to and participation in the Prohousing Designation Program. The motion was made by Councilmember Friedrich and seconded by Councilmember Wallace.

Issue and Discussion: In January 2024, the State of California Housing and Community Development Department (HCD) released a Notice of Funding Availability (NOFA) for the Prohousing Incentive Program (PIP) 2023 - Round 2. The PIP awards funds are based on the Prohousing Designation program score and jurisdiction size. The City submitted the Prohousing Designation program application which still allows eligibility to apply for the PIP.

While the NOFA was released in January, the City was still not eligible until March 2024. Due to the short timeline, staff submitted a PIP application by the submission date of March 15, 2024.

There are ten eligible uses for PIP grant funds. Based on the allowable grant funds for the city and current project needs, staff recommend the grant funds for the following eligible uses:
(i) The predevelopment, development, acquisition, rehabilitation, and preservation of multifamily, residential live-work, rental housing that is affordable to extremely low, very low, and low-, and moderate-income households, including necessary operating subsidies.
(vi) Assisting persons who are experiencing or at risk of homelessness, including providing rapid rehousing, rental assistance, navigation centers, emergency 1189
Council Agenda Report- March 26, 2024 Page 2 of 3
shelters, and the new construction, rehabilitation, and preservation of permanent and transitional housing.

The Bear’s Den rehabilitation project (2250 Lake Tahoe Blvd.) and 3900 and 3908 Lake Tahoe Boulevard affordable housing projects are the two identified projects that need additional grant funding. The grant award formula allows the city to receive $620,000 in grant funds. If awarded, the Tahoe Coalition for the Homeless would be subgranted $120,000 under eligible use (vi) for design and engineering plans for Best Management Practices, ADA and accessibility upgrades, and any other rehabilitation work allowable with remaining funding for the 22 units of permanent housing. Novin and SMR Development would be subgranted $500,000 under eligible use (i) for predevelopment costs and additional local leverage for other state and federal grants for 65 units of permanent housing.

Staff recommends that the City Council approve the Resolution (Attachment 2) ratifying the application for, and authorizing receipt of, Prohousing Incentive funds.

Financial Implications: The Prohousing Incentive Program is a competitive grant process available from HCD, which the City is eligible to apply for. Based on the City’s Prohousing score, jurisdiction population, and geographic region formula, the City is eligible to receive $620,000. If the total amount is awarded, $500,000 will be granted for predevelopment costs to Novin and SMR Development for 3900 and 3908 Lake Tahoe Blvd. The remaining $120,000 will be granted to Tahoe Coalition for the Homeless for rehabilitation costs for the Bear’s Den (2250 Lake Tahoe Boulevard).

Environmental Considerations: This action is categorically exempt from review under the California Environmental Quality Act (CEQA) with respect to the affordable housing project at 3900 and 3908 Lake Tahoe Boulevard under CEQA Guidelines section 15332 (In-Fill Development Projects) and with respect to the Bear’s Den Rehabilitation under CEQA Guidelines section 15301 (Existing Facilities).

Policy Implications: The recommended action is consistent with the following adopted policies and programs:

City General Plan Housing Element
Policy 1-1 The City shall adopt programs, ordinances, incentives, land use plans and other regulatory mechanisms that provide opportunities for the private sector to address the housing needs of citizens of all economic levels.

Program 1-3 The City shall work with the California Department of Housing and Community Development, the California Legislature, and through other appropriate legal means to remove unreasonable barriers to the implementation of the goals, policies, and programs of the City’s Housing Element and to maintain consistency with state law.

Policy 1-10 The City shall actively seek opportunities to obtain federal, state, and local funding for affordable housing and community development and implementation of General Plan policies and programs to support housing affordability, community development, and safety.

Policy 2-3 The City shall encourage a range of housing options so that people who work in South Lake Tahoe can choose to live in the city.
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Council Agenda Report- March 26, 2024 Page 3 of 3
Policy 2-5 The City shall recognize that it will become difficult to attract employees if they cannot afford to purchase or rent housing in South Lake Tahoe. The City shall encourage and support programs and activities that create a robust local economy that provides residents with good paying employment and the means to purchase and/or rent housing in the City.

Policy 2-9 The City shall strive to provide housing opportunities that are affordable for workers earning between 60 and 180 percent of the area median income. The City recognizes that police and fire personnel, schoolteachers, nurses, and other public service employees are an essential component of the local workforce.
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Attachment A: Formal Resolution for the Prohousing Incentive Program Funds RESOLUTION NO. 2024 – XXX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SOUTH LAKE TAHOE AUTHORIZING APPLICATION FOR, AND RECEIPT OF, Prohousing Incentive Program funds.

WHEREAS, pursuant to Health and Safety Code 50470 et. Seq, the California Department of Housing and Community Development (Department) is authorized to issue Guidelines as part of an incentive program (hereinafter referred to by the Department as the Prohousing Incentive Program or “PIP”); and WHEREAS the City Council of the City of South Lake Tahoe desires to submit a PIP grant application package (“Application”), on the forms provided by the Department, for approval of grant funding for eligible activities toward planning and implementation activities related to housing and community development as a result of meeting eligibility criteria including but not limited to Prohousing Designation; and WHEREAS, the Department has issued Guidelines and Application on January 23, 2024 in the amount of $9,483,402.17 for PIP;
Now, therefore, the City Council of the City of South Lake Tahoe (“Applicant”) resolves as follows:

SECTION 1.

The City Manager is hereby authorized and directed to submit an Application to the Department in response to the NOFA, and to apply for the PIP grant funds in a total amount not to exceed $620,000.

SECTION 2.

In connection with the PIP grant, if the Application is approved by the Department, the City Manager of the City of South Lake Tahoe is authorized and directed to enter into, execute, and deliver on behalf of the Applicant, a State of California Agreement (Standard Agreement) for the amount of $620,000, and any and all other documents required or deemed necessary or appropriate to evidence and secure the PIP grant, the Applicant’s obligations related thereto, and all amendments thereto; and SECTION 3.

The Applicant shall be subject to the terms and conditions as specified in the Guidelines, and the Standard Agreement provided by the Department after approval.

The Application and any and all accompanying documents are incorporated in full as part of the Standard Agreement. Any and all activities funded, information provided, and timelines represented in the Application will be enforceable through the fully executed Standard Agreement. Pursuant to the Guidelines and in conjunction with the terms of the Standard Agreement, the Applicant hereby agrees to use the funds for eligible uses 1192
and allowable expenditures in the manner presented and specifically identified in the approved Application.

ADOPTED ON March 26, 2024, by the City Council of the City of South Lake Tahoe by the following vote count:

AYES: ____ NAYS: ___ ABSENT: ___ ABSTAIN: ___
ATTEST: APPROVED AS TO FORM:

The undersigned, Clerk of Public Entity of Applicant, does hereby attest and certify that the foregoing is a true and full copy of a resolution of the Applicant’s governing body adopted at a duly convened meeting on the date above-mentioned, and that the resolution has not been altered, amended, or repealed.
[Signature of Attesting Officer]
______________________________APPROVED
Susan Blankenship, City Clerk
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Prohousing Incentive Pilot
(PIP) Program
2024 Application for Local Governments
State of California
Governor, Gavin Newsom
Melinda Grant, Undersecretary
Business, Consumer Services and Housing Agency
Gustavo Velasquez, Director
Department of Housing and Community Development
Megan Kirkeby, Deputy Director
Division of Housing Policy Development
Final Filing Date: March 15, 2024
2020 West El Camino Avenue, Suite 500, Sacramento, CA 95833 Website: https://www.hcd.ca.gov/grants-and-funding/programs-active/prohousingincentive-program Email: [email protected]
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X
X
X
X
X
X
Demonstration of meeting threshold criteria shall be determined by the Department in its sole and absolute discretion. No documentation of meeting threshold requirements is required in the application unless requested by the Department.

Housing Element Annual Progress Report submittal pursuant to Government Code Section 65400 for the current or prior year, as applicable.

Prohousing Designation: An awarded or completed Prohousing Designation Application with an authorizing resolution must be submitted prior to or in conjunction with the Applicant’s PIP Application. PIP Awards cannot be made until a Prohousing Designation is awarded.

A complete application as determined by the Department.

An authorizing resolution authorizing submittal of the application to the Program that materially comports with the Program’s requirements and is legally sufficient as determined in the Department’s reasonable discretion, including an authorized representative. See Attachment B of the PIP Guidelines for required resolution format.

Compliance with state and federal housing laws as determined by the sole discretion of HCD.

Prohousing Incentive Pilot (PIP) Program Application Instructions The applicant is applying to the Department of Housing and Community Development (Department) for a grant authorized under the provisions pursuant to Health and Safety Code Section 50470(2)(C)(i). PIP is designed to encourage cities and counties to achieve Prohousing Designation. Please refer to the PIP Guidelines and 2024 Notice of Funding Availability (NOFA) for detailed information on eligible uses and awards. If you have questions regarding this application or the PIP Program, email [email protected].

If approved for funding, the PIP application is incorporated as part of your Standard Agreement with the Department. To be considered for funding, all sections of this application, including attachments if required, must be complete and accurate.

In order to be considered for funding, all applicants must submit a complete, signed application to [email protected] by March 15, 2024. Pursuant to Section 202 of the PIP Guidelines, all applicants must meet the following threshold requirements to be eligible for funding:

An adopted housing element in substantial compliance, as determined by the Department, pursuant to Housing Element Law (Article 10.6 of Gov. Code) in accordance with Government Code section 65585, subdivision (h).

Threshold Requirements
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X
X
Eligible Applicants must use award funds towards any planning or implementation activities related to housing and community development including, but not limited to, any eligible uses pursuant to Health and Safety Code section 50470(b)(2)(D), as described below. Please indicate which of the following the applicant will use award funds toward:

Eligible Uses
Objective
Summary of Proposed Activities
(v) Capitalized reserves for services connected to the creation of new permanent supportive housing, including, but not limited to, developments funded through the Veterans Housing and Homelessness Prevention Bond Act of 2014. (vi) Assisting persons who are experiencing or at risk of homelessness, including providing rapid rehousing, rental assistance, navigation centers, emergency shelters, and the new construction, rehabilitation, and preservation of permanent and transitional housing. (i) The predevelopment, development, acquisition, rehabilitation, and preservation of multifamily, residential live-work, rental housing that is affordable to extremely low, very low, low-, and moderate-income households, including necessary operating subsidies. (ii) Affordable rental and ownership housing that meets the needs of a growing workforce earning up to 120 percent of area median income, or 150 percent of area median income in high-cost areas. (iii) Matching portions of funds placed into local or regional housing trust funds. (vii) Accessibility modifications.
(viii) Efforts to acquire and rehabilitate foreclosed or vacant homes. (ix) Homeownership opportunities, including, but not limited to, downpayment assistance. (x) Fiscal incentives or matching funds to local agencies that approve new housing for extremely low, very low, low-, and moderate-income households. (iv) Matching portions of funds available through the Low and Moderate Income Housing Asset Fund pursuant to subdivision (d) of Section 34176 of the Health and Safety Code.

Responsible Party
City of South Lake
Tahoe
City of South Lake
Tahoe
Predevelopment costs
for mixed-income
Notes
This is a former Redevelopment site that is a surplus
property. The project is identified as a 100% mixedEligible Use Category i
End
Jun-26
Rehabilitation of a
Project Homekey
The Bear's Den was acquired by Tahoe Coalition for the
Homless with Project Homekey funding and has Jun-26 vi
Est. Cost
$500,000
120,000
Begin
May-24
May-24
Statement of Work Plan
The City is currently partnering with Novin
Development and SMR development. The City
The City will provide a grant to Tahoe Coalition for the Homeless to complete the rehabilitation. This project is 1197
Jurisdiction Name Eligible Base Award
Geographic Category Bonus Award Amount:

Prohousing Designation Application
Score 37 620,000 Total Award $
Award Amount
South Lake Tahoe $ 250,000
Sacramento Area
Click the dropdown menu to choose a jurisdiction. The geographic category and base award will auto-populate. If the jurisdiction has obtained Prohousing Designation at the time of PIP application submittal, enter in the Prohousing Designation applicant score.

Population projections are based on the Department of Finance E-1 Jan 1, 2023 estimates. https://dof.ca.gov/Forecasting/Demographics/estimates-e1/ $ 370,000
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City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: March 26, 2024
Agenda Item #:17
Agenda Item: Agenda Planning Calendar
Executive Summary: Per City Council Protocols, Placement of Item on Future Agenda – Under Agenda Planning Calendar or Councilmember Reports, a Councilmember may request that an item be placed on a future agenda. Upon the support of one (1) additional Council Member, direction shall be given to the City Manager to calendar the item for a convenient future agenda, but no sooner than the second meeting after the request was made.

Requested Action / Suggested Motions: A Councilmember may request that an item be placed on a future agenda. Upon the support of one (1) additional Council Member, direction shall be given to the City Manager to calendar the item for a convenient future agenda, but no sooner than the second meeting after the request was made, and/or modify the Agenda Planning Calendar as desired.

Responsible Staff Member: Susan Blankenship, City Clerk and Joe Irvin, City Manager Reviewed and Approved By: Susan Blankenship, City Clerk Attachments:

APC - 03 21 2024.pdf
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2024 Agenda Planning Calendar (Updated 03 21 2024)
Agenda Item Agenda Section
April 23, 5:30 p.m. City Manager Heavenly Parking Agreement & Res Parkiing Permit Program Update UB Minumum Wage Discussion NB
Dev Services Disc.: Motel 6 & Sunray Affordable Housing Options: Inc. Parcel Asses. NB HVR Acquisitions Montreal TCAP Amendments PH
Housing Quarterly Report Consent
Finance 2023 Comprehensive Annual Financial Report Consent Approval of Agreement for Independent Audit Services with Eide Baille Consent Parks & Rec LTUSD Park Ranger MOU Consent
Public Works Jviation Amendment No. 6 to Agreement for Pavement Design Consent Purchase of Sweepers for Public Works Consent
Grant Agreement with CTC for Dennis Machida Greenway Consent Annual Report Consent
ATP Grant Funds Authorization/Resolution Consent
Contract Amendment with BPR for REC Center Plan Modification Reviews Consent Contract Amendment with JKA for Design Serv. for Gym Partition Mods Consent Department
1200
2024 Agenda Planning Calendar (Updated 03 21 2024)
Easement Acquisition for Upper Bijou Park Creek Project Consent May 7, 9 a.m. City Clerk Proclamation Recognizing May 2024 as "Military Appreciation Month" Proc City Manager Chateau Update UB
EV Charging Vendor Services Consent
Award of On-Call Electrical/Structural Engineering Consent Dev. Services VHR TAU Requirement Discussion NB
Annual Development Rights Appraisal Report NB
Mid-Town Area Plan Kickoff NB
Local Preference Analysis Professional Service Agreement NB PLHA Grant Application for Sugar Pine Village Phase 2B Consent Finance Ski Run BID to Levy Assessment for Business License Year 2024/2025 PH Pub Works Airport Restaurant Lease Agreement NB
Airport Signage NB
2024-25 CIP Recommendations NB
BAC Active Transportation Project Priorities NB
SS4A Grant Submittal Authorization Consent
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2024 Agenda Planning Calendar (Updated 03 21 2024)
May 21, 5:30 p.m. Finance Quarterly Budget and Financial Status Report as of March 2024 Consent Investment Portfolio Report report as of March 2024 Consent Public Works Award of Pioneer Safety HSIP Project Consent Award Lakeview/Harrison ADA Upgrade Consent
Award of Tahoe Valley Greenbelt Phase 2 Consent
June 4, 9 a.m. City Clerk Tentative - Citizen Initiative - Tax on Vacant Residential Units NB City Manager Grant Acceptance from Tahoe Water Suppliers Association Consent EV Charging Parking Ordinance (First Reading) NB
Public Works Award Annual Pavement Rehab Project Consent Contract Amend w/ Black Eagle for Annual Pavement Rehab Insp Serv Consent Annual CSA No.3 Public Hearing PH
June 18, 5:30 p.m.City Clerk Resolution Calling for Consolidated Election - Candidates & Measures Consent *CC/STRSA
City Manager Cannabis Revenue Grant Program Award Recommendations UB Dev. Services TCAP/TVAP Updates NB
Finance Direct Charge of Mello-Roos Special Tax for CFD 1995-1 for FY 24-25 Consent Annual Special Tax for CFD 2001-1 Series 2015 Refunding Bonds for FY 2STRSA Consent 1202
2024 Agenda Planning Calendar (Updated 03 21 2024)
Public Works Award Upper Bijou Creek Drainage Project Consent Award Lakeview and Ski Run Electrical Upgrades Consent
Award of PSA for Dennis Machida Greenway Consent
Award Stateline Complete Streets Planning & Design Consent Award Airport Pavement Rehab Contract Consent
Accept FAA Award for Pavement Rehab Consent
Contract Amendment with Javiation for CM Services Consent Annual SB 1 Gas Tax Measure Resolution Consent
Aug 13, 9 a.m. City Mngr. Resolution Authorizing Transportation Development Act Claim Consent Public Works Award Pioneer Trail Phase II Project Consent Award High Priority Pipe Replacement Project Consent
Award James-Eloise Drainage Upgrade Consent
Aug 27, 5:30 p.m. *Budget Workshop
Sept. 10, 9 a.m. Dev Services Review of Employee Housing Public and Business Outreach Campaign Employee Housing Signage Ordinance
Sept. 24, 5:30 p.m.
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2024 Agenda Planning Calendar (Updated 03 21 2024)
Oct. 22, 5:30 p.m.

City Clerk Records Management Policy (Updated)
City Manager Comprehensive Energy Services Contract
Barton Community Health Needs and Harm Reduction Update Municipalization of Electric Utility - Feasability Analysis Dev Services REACH Code Adoption
One-Year Results of Inclusionary Housing Ordinance (December 31, 2024) Res. Area Plan to Accommodate SB9 and Remove Tourist Accomodation City/CTC land exchange agreement
Radon Presentation by Jeff Minor
Building Code Appendix AW adoption-3D printed structures Discussion: Second Home Cap/Permit Options (9/2024)
Finance Disolution STJPPFA Consent
Parks & Rec Bijou Golf Course "Rock the Lake" Event and Review Public Works Hwy 50/89 Concrete/Pavement Option
Unscheduled/Pending
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2024 Agenda Planning Calendar (Updated 03 21 2024)
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