City Council and Concurrent Authorities
City of Stockton
Meeting Agenda - Final
City Council and
Concurrent Authorities
Christina Fugazi, Mayor/Chair (At Large)
Jason Lee, Vice Mayor (District 6)
Michele Padilla (District 1)
Mariela Ponce (District 2)
Michael Blower (District 3)
Mario Enríquez (District 4)
Brando Villapudua (District 5)
Council Chamber, City Hall, 425 N. El Dorado
Street, Stockton CA
Tuesday, March 3, 2026 1:00 PM
Closed Session 1:00 PM :: Regular Session 5:30 PM
1. CLOSED SESSION CALL TO ORDER/ROLL CALL
2. ADDITIONS TO CLOSED SESSION AGENDA
3. ANNOUNCEMENT OF CLOSED SESSION
3.1 26-0238 PUBLIC EMPLOYEE / PUBLIC EMPLOYEE APPOINTMENT:
Recommended Action: City Attorney
This Closed Session is authorized pursuant to Government Code section 54957(b).
Department: City Attorney
3.2 26-0239 CONFERENCE WITH LABOR NEGOTIATOR
Recommended Action: Agency Designated Representative: Rosemary Rivas, Human Resources Director and James R. Ross, Renne Public Law Group Unrepresented employee: City Attorney
This Closed Session is authorized pursuant to section 54957.6 of the Government Code.
Department: City Attorney
4. CLOSED SESSION PUBLIC COMMENT
5. RECESS TO CLOSED SESSION
6. REGULAR SESSION CALL TO ORDER/ROLL CALL
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7. INVOCATION/PLEDGE TO FLAG
8. REPORT OF ACTION TAKEN IN CLOSED SESSION
9. ADDITIONS TO REGULAR SESSION AGENDA***
10. RECOGNITIONS, ANNOUNCEMENTS, OR REPORTS
10.1 26-0246 PROCLAMATION: ARBOR DAY
Department: Office of the Mayor
10.2 26-0272 UPDATE FROM THE MAYOR’S YOUTH ADVISORY COMMITTEE Recommended Action: RECOMMENDATION
No action to be taken. Presentation from the Mayor's Youth Advisory Committee members.
Department: Office of the Mayor
10.3 26-0277 PROCLAMATION: RECOGNITION OF MOTECUZOMA SANCHEZ Department: Office of the Mayor
11. PUBLIC COMMENTS* – MATTERS NOT ON THE AGENDA
12. CONSENT AGENDA
12.1 26-0204 ADOPT A RESOLUTION APPOINTING A MEMBER TO THE STRONG
COMMUNITIES ADVISORY COMMITTEE
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution appointing Donald Tafoya to the Strong Communities Advisory Committee to fill a partial term commencing immediately and ending January 31, 2027 Department: City Clerk
Attachment A - Redacted Application
Proposed Resolution
Attachments:
12.2 26-0234 APPROVAL OF CITY COUNCIL MINUTES
Recommended Action: RECOMMENDATION
Approve the minutes from the City Council meeting of January 27, 2026 Department: City Clerk
Attachments: Attachment A – 2026-01-27
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MEASURE A CITIZENS’ ADVISORY COMMITTEE
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution ratifying the appointment of Patricia Lopez to the Measure A Citizens' Advisory Committee for a term beginning immediately upon appointment and ending January 31, 2029
Department: City Clerk
Attachment A - Redacted Application
Proposed Resolution
Attachments:
12.4 26-0216 APPROVAL OF A JOINT COMMUNITY FACILITIES AGREEMENT
WITH THE COUNTY OF SAN JOAQUIN AND CATELLUS
STOCKTON, LLC FOR COMMUNITY FACILITIES DISTRICT NO.
2009-01 (AIRPARK 599)
Recommended Action: RECOMMENDATION
Adopt a resolution approving and authorizing the City Manager to execute a Joint Community Facilities Agreement (JCFA) with the County of San Joaquin (County) and Catellus Stockton, LLC (Developer) to facilitate financing, construction, and acquisition of public infrastructure improvements within Community Facilities District (CFD) No. 2009-1 (Airpark 599)
Department: City Manager
Attachment A - Airpark 599 Site Plan
Attachment B - Approved Resolution R-25-169 County BOS
Proposed Resolution
Exhibit 1
Attachments:
12.5 26-0157 APPROVE APPOINTMENTS TO THE CULTURAL HERITAGE BOARD
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve the appointment of five (5) members to the Cultural Heritage Board for the terms outlined in the proposed resolution.
Department: Community Development
Attachment A - Planning Commission Draft Minutes 1-22-26 Attachment B - Redacted Applications
Proposed Resolution - Appointing CHB Members
Attachments:
12.6 25-1329 ADOPT A RESOLUTION TO AUTHORIZE AN AMENDMENT TO
CONTRACT WITH PROJECT SENTINEL TO AMEND THE SCOPE OF
WORK TO INCLUDE TENANT-LANDLORD COUNSELING AND
DISPUTE RESOLUTION SERVICES
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Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Amend and allocate HHAP funding in the amount of $215,000 to the current contract with Project Sentinel to fund the Tenant Landlord Dispute Resolution Program;
2. Authorize the City Manager, or designee, to amend the current contract with Project Sentinel to add the Tenant Landlord Dispute Resolution Program to the scope of work;
3. Authorize the City Manager, or designee, to execute all documents and take all necessary and appropriate actions to carry out the purpose and intent of the resolution.
Department: Economic Development
Attachment A - Motion 2025-05-13-1211
Proposed Resolution
Exhibit 1 - Amendment # 1
Attachments:
12.7 26-0105 APPROVE A MOTION AUTHORIZING HYLAND ONBASE HOSTED SOLUTION AGREEMENT WITH NAVIANT, LLC.
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Authorize the City Manager to execute an extension of the Hyland OnBase Online Hosted Solution Amendment Agreement with Naviant, LLC, extending the term through December 31, 2026, with two (2) optional one-year renewals in the amount of $96,954, for the extension, with a total contract amount of $1,110,166.14, effective April 1, 2026, through December 31, 2028. (Attachment A)
2. Approve findings for an exception to the competitive bidding process; and
3. Authorize the City Manager, or designee, to take necessary and appropriate actions to carry out the purpose and intent of this motion.
Department: Information Technology
Attachments: Attachment A – Naviant Multiple Year Renewal Agreement
12.8 26-0212 ADOPT A RESOLUTION APPOINTING THE CITY’S COLLECTIVE
BARGAINING REPRESENTATIVES AND DELEGATING AUTHORITY
TO NEGOTIATE WITH CITY LABOR GROUPS
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Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Appoint the City's Labor Relations Team, consisting of the Chief Negotiator, Director of Human Resources, and Human Resources Labor Representatives, as the exclusive authorized collective bargaining representatives for the City of Stockton;
2. Delegate authority to the City's designated representatives to conduct meet-and-confer negotiations with recognized employee organizations and to reach tentative agreements, subject to the City Council ratification in open session; and
3. Establish guidelines for City Council Member communications and conduct during active labor negotiations to ensure compliance with the Meyers-Milias-Brown Act (MMBA) and to maintain the confidentiality and integrity of the collective bargaining process.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.
Department: Office of the Mayor
Attachments: Proposed Resolution - Negotiations
12.9 26-0169 APPROVE MOTION TO REJECT BIDS FOR THE GRUPE PARK
PICKLEBALL COURTS PROJECT
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to reject all bids received for the Grupe Park Pickleball Courts, Project No. WP25033, pursuant to Stockton Municipal Code section 3.68.160(B).
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Department: Public Works
Attachment A - Vicinity Map
Attachment B - Bid Relief Letter
Attachments:
12.10 26-0147 APPROVE MOTION TO AUTHORIZE PROFESSIONAL SERVICES CONTRACT AMENDMENT NO. 2 FOR THE FRENCH CAMP ROAD
AND MCDOUGALD BOULEVARD TRAFFIC SIGNAL PROJECT
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Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.
2. Authorize the City Manager to execute Professional Services Contract Amendment No. 2 in the amount of $73,183 with W-Trans, Inc. for environmental clearance for the French Camp Road and McDougald Boulevard Traffic Signal, Project No. WT18023.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Department: Public Works
Attachment A - Vicinity Map
Attachment B - Amendment No. 2
Attachments:
12.11 26-0148 APPROVE MOTION TO AUTHORIZE A COOPERATIVE PURCHASE
AGREEMENT FOR THE PURCHASE OF POST-TOP SOLAR LIGHTS
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings pursuant to Stockton Municipal Code 3.68.070 in support of an exception to the competitive bidding process.
2. Approve the use of a Cooperative Purchase Agreement through Omnia Partners, Contract No. EV2370, with Graybar Electric Company, Inc., in the not to exceed amount of $493,501.30, for the purchase of post-top solar lights.
3. Authorize the City Manager to execute a Cooperative Purchase Agreement with Graybar Electric Company, Inc. of Sacramento, CA, in the not to exceed amount of $493,501.30, for the purchase of post-top solar lights.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Department: Public Works
Attachment A - Vicinity Map
Attachment B - COOP with Graybar Electric Company
Attachments:
12.12 26-0149 APPROVE MOTION TO AUTHORIZE THE PURCHASE OF SEDANS
AND SUVS
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Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.
2. Approve the use of a Leveraged Purchasing Agreement through the State of California, Department of General Services, Contract No. 1-22-23-10 B-E, in the amount of $33,143.10, from Winner Chevrolet of Colfax, CA, for the purchase of one sedan.
3. Approve the use of a Leveraged Purchasing Agreement through the State of California, Department of General Services, Contract No. 1-22-23-10 B-E, in the amount of $56,486.68, from Freeway Toyota of Hanford, CA, for the purchase of two sedans.
4. Approve the use of a Leveraged Purchasing Agreement through the State of California, Department of General Services, Contract No. 1-22-23-23 B-I, in the amount of $128,534.94, from Freeway Toyota of Hanford, CA, for the purchase of three SUVs.
5. Authorize the City Manager to execute three Cooperative/Piggyback Purchase Agreements, in the total amount of $218,164.72, with Winner Chevrolet and Freeway Toyota for the purchase of three sedans and three SUVs.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Department: Public Works
Attachment A - Vehicle Replacement List
Attachment B - Cooperative Purchase Agreement - Winner Chevrolet Attachment C - Cooperative Purchase Agreement - Freeway Toyota Attachment D - Cooperative Purchase Agreement - Freeway Toyota Attachments:
12.13 26-0151 ADOPT RESOLUTION TO AWARD A PROFESSIONAL SERVICES
CONTRACT FOR THE BRIDGE REHABILITATION AND
REPLACEMENT PROGRAM PHASE IV PROJECT
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Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Transfer funds in the amount of $607,291 from the Bridge Maintenance Program, Project No. WT23010, to the Bridge Rehabilitation and Replacement Program Phase IV, Project No. WT18001/Federal Project No. BPMP-5008(201).
2. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.
3. Award a Professional Services Contract to CSG Consultants, Inc. of Pleasanton, CA, in the amount of $724,311 for the Bridge Rehabilitation and Replacement Program Phase IV, Project No. WT18001/Federal Project No. BPMP-5008(201).
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.
Department: Public Works
Attachment A - Vicinity Map
Proposed Resolution
Exhibit 1 - Contract
Attachments:
12.14 25-1432 APPROVE MOTION TO AWARD A PROFESSIONAL SERVICES
CONTRACT FOR THE KITS TRAFFIC CONTROL SYSTEM PROJECT
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.
2. Award a Professional Services Contract to Kimley-Horn and Associates, Inc. of Phoenix, AZ, in the amount of $250,000 for the support of the Kimley-Horn Integrated Transportation System (KITS) Traffic Control System, Project No. WT15022.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Department: Public Works
Attachments: Attachment A - Professional Services Contract
12.15 26-0057 APPROVE MOTION TO AUTHORIZE STANDARD AGREEMENT AMENDMENT NO. 2 FOR COMPUTERIZED MAINTENANCE
MANAGEMENT SYSTEM FOR MUNICIPAL UTILITIES AND PUBLIC
WORKS DEPARTMENTS
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Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings pursuant to Stockton Municipal Code Section 3.68.070 in support of an exception to the competitive bidding process.
2. Authorize the City Manager to execute Standard Agreement Amendment No. 2, in the amount of $141,200, with Azteca Systems, LLC of Sandy, UT, for the Computerized Maintenance Management System for Municipal Utilities and Public Works Departments.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Department: Public Works
Attachment A - Five-Year Agreement
Attachment B - Standard Agreement Amendment No. 1
Attachment C - CCO No. 1
Attachment D - Standard Agreement Amendment No. 2
Attachment E - Funding Source
Attachments:
12.16 26-0060 ADOPT RESOLUTION TO AWARD A PROFESSIONAL SERVICES
CONTRACT FOR THE AIRPORT WAY AND SIXTH STREET TRAFFIC
SIGNAL INSTALLATION AND SYNCHRONIZATION PROJECT
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Transfer funds in the amount of $28,503 from the Grant Match, Project No. WT21016, to the Airport Way and Sixth Street Traffic Signal Installation and Synchronization, Project No. WT25040/Federal Project No.
CRPL-5008(217).
2. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.
3. Award a Professional Services Contract to Siegfried Engineering, Inc. of Stockton, CA, in the amount of $215,000 for design of the Airport Way and Sixth Street Traffic Signal Installation and Synchronization, Project No.
WT25040/Federal Project No. CRPL-5008(217).
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.
Department: Public Works
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Attachment A - Vicinity Map
Proposed Resolution
Exhibit 1 - Professional Services Contract
Attachments:
12.17 26-0061 ADOPT RESOLUTION TO AUTHORIZE THE ON-CALL ELECTRICAL
MAINTENANCE AND REPAIR SERVICES PROJECT
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Approve Notice of Exemption No. NOE51-25 under the California Environmental Quality Act for the On-Call Electrical Maintenance and Repair Services, Project No. OM-26-007.
2. Award a three-year Service Contract in the amount not to exceed $300,000 to St. Francis Electric, LLC of San Leandro, CA, for the On-Call Electrical Maintenance and Repair Services, Project No.OM-26-007.
3. Authorize the City Manager to execute up to two one-year extensions to this Service Contract, at an annual cost not to exceed $100,000, for a cumulative contract total not to exceed $500,000.
4. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.
Department: Public Works
Proposed Resolution
Exhibit 1 - NOE
Exhibit 2 - Contract for Services Corp Yard
Attachments:
12.18 26-0233 ADOPT A RESOLUTION APPROVING A PROPERTY TAX
ALLOCATION AGREEMENT BETWEEN THE CITY OF STOCKTON
AND THE COUNTY OF SAN JOAQUIN FOR THE MURRAY RANCH
PROJECT ANNEXATION
Recommended Action: RECOMMENDATION
It is recommended that City Council adopt a resolution:
1. Approving a Property Tax Allocation Agreement (Exhibit 1 to the Resolution) between the City of Stockton (City) and the County of San Joaquin (County) establishing the exchange of property tax revenues associated with the Murray Ranch Project annexation area; and
2. Authorizing the City Manager to take appropriate and necessary actions to carry out the purpose and intent of the Resolution.
Department: Community Development
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Attachment A - Approved Resolution 2025-07-29-1603
Proposed Resolution
Exhibit 1
Attachments:
12.19 26-0218 DRAFT CITY OF STOCKTON 2026 SPHERE OF INFLUENCE
PLAN/MUNICIPAL SERVICE REVIEW UPDATE FOR SUBMITTAL TO
THE SAN JOAQUIN LOCAL AGENCY FORMATION COMMISSION
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution:
1. Accepting the updated Draft City of Stockton 2026 Sphere of Influence Plan/Municipal Service Review Update report for submittal to the San Joaquin Local Agency Formation Commission (LAFCo) consistent with State Law; and
2. Authorizing the City Manager to file an application for submission of the Draft City of Stockton 2026 Sphere of Influence Plan/Municipal Service Review Update report with LAFCo.
It is further recommended that the City Council authorize the City Manager to take all necessary and appropriate actions to carry out the purpose and intent of this resolution.
Department: Community Development
Attachment A - General Plan Map
Proposed Resolution - 2026 SOI-MSR Update
Exhibit 1
Attachments:
13. ADMINISTRATIVE MATTERS
14. UNFINISHED BUSINESS
15. HEARINGS**
16. NEW BUSINESS
16.1 25-1425 ADOPT A RESOLUTION TO APPROVE THE DOWNTOWN
STOCKTON PROPERTY AND BUSINESS IMPROVEMENT DISTRICT
2025 ANNUAL REPORT, PROPOSED 2026 OPERATING BUDGET,
AND FISCAL YEAR 25/26 PROPERTY ASSESSMENTS
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Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution:
1. Approving the 2025 Annual Report for the Downtown Stockton Property and Business Improvement District; and
2. Approving the 2026 Operating Budget and Property Assessments for the Downtown Stockton Property and Business Improvement District; and
3. Authorizing the City Manager, or designee, to take necessary and appropriate actions to carry out the purpose of this resolution.
Department: Economic Development
Attachment A - Resolution 97-0241
Attachment B - Resolution 2017-07-25-1501
Attachment C - Resolution 2026-02-03-1501
Attachment D - Resolution 2017-11-07-1105
Proposed Resolution - DSPBID 25 Report and 26 Budget
Exhibit 1 - DSA 2025 Annual Report
Exhibit 2 - 25/26 City PBID Assessments
Exhibit 3 - DSA 2026 Proposed Operating Budget
PPT - 16.1 - DSA 2025 Annual Report
Attachments:
16.2 26-0160 ACCEPTANCE AND POSTING OF THE FISCAL YEAR 2025-26
ANNUAL BUDGET DOCUMENT
Recommended Action: RECOMMENDATION
It is recommended that the City Council adopt a resolution accepting the report on the status of the Fiscal Year 2025-26 Annual Budget and directing staff to amend the FY 2025-26 Annual Budget, if appropriate.
It is further recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of implementing the approved budget.
Department: Administrative Services
Proposed Resolution - FY2025-26 Annual Budget
PPT - 16.2 - FY2025-26 Annual Budget
Attachments:
16.3 26-0268 UPDATE ON CITY COUNCIL DIRECTED REFERRALS
Recommended Action: RECOMMENDATION
Receive a status update on the referrals to the Attorney General, District Attorney's Political Corruption Unit, and the Grand Jury regarding potential charter violations, abuse of authority, and possible misuse of public funds, which were directed by the City Council on November 12, 2025, via Motion 2025-11-12-0301-02.
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Department: City Attorney
16.4 26-0273 APPOINTMENT OF CITY ATTORNEY
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a resolution:
1. Appointing ________________ as City Attorney for the City of Stockton, subject to successful completion of a background check; and
2. Authorizing Mayor, on behalf of the City Council, to execute an employment contract with __________________ setting forth the conditions of employment and authorizing the Mayor to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.
Department: Office of the Mayor
Proposed Resolution
Exhibit 1 - Agreement
Attachments:
17. CITY MANAGER'S UPDATE
18. COUNCIL COMMENTS
19. ADJOURNMENT
1. INFORMATIONAL ITEMS
1.1 26-0229 COUNCIL COMMITTEE/BOARD AND COMMISSION MINUTES Recommended Action: RECOMMENDATION
Information item only. No action required.
Department: City Clerk
Audit 2025-08-25
Audit 2025-09-15
Audit 2025-09-22
Audit 2025-10-20
Audit 2025-10-21
Audit 2025-10-27
Audit 2025-11-12
Attachments:
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CERTIFICATE OF POSTING
I declare, under penalty of perjury, that I am employed by the City of Stockton and that I caused this agenda to be posted in the City Hall notice case on February 27, 2026 in compliance with the Brown Act.
Katherine Roland, CMC, CPMC
City Clerk
By: ________________________________
Deputy
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PUBLIC COMMENTS
*Citizens may comment on any subject within the jurisdiction of the City Council/Successor Agency to the Redevelopment Agency/Public Finance Authority/Parking Authority, including items on the Agenda. The time limit for public comment is four (4) minutes and remains at the discretion of the presiding officer and changes shall be set at the start of the meeting. Speakers must submit “Request to Speak” cards to the City Clerk, and be prepared to speak when called. No speaker cards will be received after the close of the Citizen’s Comments portion of the meeting.
**Speakers should hold comments on items listed as a Hearing until the Hearing is opened.
The City of Stockton invites public comments in multiple forms. You provide your comments by using one of these methods:
1. Email - you may email your comments to [email protected]
2. Voicemail - you can leave a voice message by dialing (209) 937-8459.
3. In-Person Comments - a) Speakers must submit "request to speak cards" to the Clerk prior to the Public Comment portion of the agenda. No speaker cards will be accepted after the close of Public Comment. b) Address only issues over which the meeting body has jurisdiction. c) The time limit for public comment is at the discretion of the presiding officer and shall be set at the start of the meeting. Donating time is not authorized. d) Your time will be displayed on the speaker podium for convenience. *All written and voicemail public comments received by the Clerk's Office 90 minutes prior to the meeting start time will be forwarded to the meeting body members as correspondence and attached to the minutes. All comments received after that time will be forwarded as correspondence the following business day. Written and voicemail comments will not be read into the record.
In accordance with the Americans With Disabilities Act and California Law, it is the policy of the City of Stockton to offer its public programs, services and meetings in a manner that is readily accessible to everyone, including those with disabilities. If you are disabled and require a copy of a public hearing notice, or an agenda and/or agenda packet in an appropriate alternative format; or if you require other accommodation, please contact the Office of the City Clerk located at 425 North El Dorado Street, Stockton, California 95202 during normal business hours or by calling (209) 937-8458, at least 5 days in advance of the hearing/meeting. Advance notification within this guideline will enable the City/Agency to make reasonable arrangements to ensure accessibility.
Materials related to an item on this agenda submitted to City Council after distribution of the agenda packet are available for public inspection in the City Clerk's Office at 425 North El Dorado Street, Stockton, California 95202, during normal business hours. Such documents are also available on the City's website at www.stocktongov.com subject to staff's ability to post the documents before the meeting.
CHALLENGING CITY DECISIONS: The time limit within which to commence any lawsuit or legal challenge to any quasi-adjudicative decision made by the City is governed by Section 1094.6 of the Code of Civil Procedure, unless a shorter limitation period is specified by any other provision. Under Section 1094.6, any lawsuit or legal challenge to any quasi-adjudicative decision made by the City must be filed no later than the 90th day following the date on which such decision becomes final. Any lawsuit or legal challenge, which is not filed within that 90-day period, will be barred. If a person wishes to challenge the nature of the above section in court, they may be limited to raising only those issues they or someone else raised at the meeting described in this notice, or in written correspondence delivered to the City of Stockton, at or prior to the meeting. In addition, judicial challenge may be limited or barred where the interested party has not sought and exhausted all available administrative remedies.
Council Policy Manual Chapter 4.07 DECORUM
§ 4.07.010 Policy.
1) COUNCILMEMBERS
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The City Council will practice civility and decorum in their discussions and debate. Councilmembers will value each other's time and will preserve order and decorum. A member shall neither, by conversation or otherwise, delay or interrupt the proceedings of the Council, use personal, impertinent or slanderous remarks, nor disturb any other member while that member is speaking or refuse to obey the orders of the presiding officer or the Council, except as otherwise provided herein.
A) All Councilmembers have the opportunity to speak and agree to disagree but no Councilmember shall speak twice on any given subject unless all other Councilmembers have been given the opportunity to speak.
B) The Mayor has the affirmative duty to maintain order. The City Council will honor the role of the Mayor in maintaining order. If a Councilmember believes the Mayor is not maintaining order, the Councilmember may move that the Vice-Mayor enforce the rules of decorum and otherwise maintain order. If that motion receives a second and is approved by a Council majority, the Vice-Mayor shall enforce the rules of decorum and maintain order.
C) Any Councilmember who violates the rules repeatedly shall be sanctioned by the City Council, including, but not limited to, barring the Councilmember from further participation (other than voting) on the subject. 2) PERSONS ADDRESSING THE CITY COUNCIL
Persons addressing the Council shall not make personal, impertinent, unduly repetitive, slanderous or profane remarks to the Council, any member of the Council, City staff or the general public, nor utter loud, threatening, personal or abusive language, nor engage in any other conduct that disrupts, disturbs or otherwise unreasonably impedes the orderly conduct of the Council meeting. Any person who makes such remarks, who utters loud, threatening, personal or abusive language, who is unduly repetitious or engages in extended discussion of irrelevancies, or who engages in any disorderly conduct that disrupts, disturbs or otherwise unreasonably impedes the orderly conduct of any Council meeting shall, at the discretion of the presiding officer or a majority of the Council, be barred from further audience before the Council during that meeting. 3) ENFORCEMENT
The rules of decorum set forth above shall be enforced in the following manner:
Warning. The presiding officer shall request that a person who is breaching the rules of decorum be orderly and silent. If, after receiving a warning from the presiding officer, a person persists in disturbing the meeting, the presiding officer shall order him or her to leave the Council meeting. If such person does not remove himself or herself, the presiding officer may order any law enforcement officer who is on duty at the meeting to remove that person from the Council Chambers.
4) RULES PERTAINING TO SIGNS, OBJECTS, SYMBOLIC MATERIALS, AND FIRE SAFETY WITHIN THE
COUNCIL CHAMBERS DURING COUNCIL MEETINGS
A) Objects and symbolic materials such as signs which do not have sticks attached or otherwise create any fire or safety hazards will be allowed within the Council Chamber during Council meetings provided that they are not so large as to infringe upon the space of those in adjacent areas, and are no wider on their longest side than the audience chairs.
B) Persons with objects and symbolic materials such as signs must remain seated when displaying them except when making an oral presentation to the Council and must not raise them above shoulder level or otherwise use them to obstruct vision or passage or disturb the conduct of the Council meeting. Such materials may not be placed on or against the walls, doors or furniture or in the aisles.
C) Exits shall not be obstructed in any manner. Obstructions, including storage, shall not be placed in aisles or other exit ways. Hand carried items must be stored so that such items do not inhibit passage in aisles or other exit ways.
D) Exit ways shall not be used in any way that will present a hazardous condition.
E) Overcrowding and admittance of persons beyond the approved capacity of a place of assembly are prohibited.
F) The Fire Marshal may establish designated areas for media equipment. 5) PERSONS AUTHORIZED WITHIN RAIL
No person except City officials and City staff shall be permitted within the rail in front of the City Council dais without the express consent of the presiding officer.
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16 City Council and Concurrent March 3, 2026
Authorities
Meeting Agenda - Final
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17 City of Stockton
Legislation Text
File #: 26-0238, Version: 1
PUBLIC EMPLOYEE / PUBLIC EMPLOYEE APPOINTMENT:
City Attorney
This Closed Session is authorized pursuant to Government Code section 54957(b).
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City of Stockton
Legislation Text
File #: 26-0239, Version: 1
CONFERENCE WITH LABOR NEGOTIATOR
Agency Designated Representative: Rosemary Rivas, Human Resources Director and James R.
Ross, Renne Public Law Group
Unrepresented employee: City Attorney
This Closed Session is authorized pursuant to section 54957.6 of the Government Code.
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City of Stockton
Legislation Text
File #: 26-0246, Version: 1
PROCLAMATION: ARBOR DAY
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City of Stockton
Legislation Text
File #: 26-0272, Version: 1
UPDATE FROM THE MAYOR’S YOUTH ADVISORY COMMITTEE
RECOMMENDATION
No action to be taken. Presentation from the Mayor’s Youth Advisory Committee members.
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City of Stockton
Legislation Text
File #: 26-0277, Version: 1
PROCLAMATION: RECOGNITION OF MOTECUZOMA SANCHEZ
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City of Stockton
Legislation Text
File #: 26-0204, Version: 1
ADOPT A RESOLUTION APPOINTING A MEMBER TO THE STRONG COMMUNITIES ADVISORY
COMMITTEE
RECOMMENDATION
It is recommended that the City Council adopt a resolution appointing Donald Tafoya to the Strong Communities Advisory Committee to fill a partial term commencing immediately and ending January 31, 2027
DISCUSSION
Background
On June 7, 2016, the Stockton City Council adopted Resolution 2016-06-07-1212 to adopt an Ordinance imposing a ¼ cent sales tax and authorizing the formation of a Citizens’ Advisory Committee through Ordinance 2016-06-07-1212 contingent upon voter consideration and approval at the November 8, 2016 general municipal election (Measure M).
Section 17 of the adopted Ordinance provides for the creation of a seven-member Citizens’ Advisory Committee. Members of the Committee shall be appointed by the City Council to serve two-year terms. As stated in the Ordinance, the Advisory Committee shall meet annually to review the expenditure of revenues generated by the tax and make recommendations to the City Council regarding those expenditures.
At the City Council meeting of July 25, 2017, the City Council discussed Committee appointment options. From these discussions, there was consensus that each member of the City Council, including the Mayor, shall nominate one member to the Committee. For Councilmember appointments, nominees need not be from their respective districts. The City Council shall then approve by majority vote all the nominations to the Committee.
Present Situation
There is currently a vacancy for the members representing Council District 2. After reviewing applications, Councilmember Ponce has submitted Donald Tafoya for appointment.
The terms of service for this appointment will begin upon ratification and expire on January 31, 2027
FINANCIAL SUMMARY
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File #: 26-0204, Version: 1
There is no financial impact to the General Fund from the appointment to this committee. Committee members do not receive remuneration.
Attachment A - Redacted Applications
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Submit Date: Dec 23, 2025
Email Address
First Name Last Name
Street Address
City State Postal Code
Primary Phone Alternate Phone
Employer
Application for appointment and background information for City of Stockton Boards, Commissions, and Committees
Profile
Ethnicity
Gender
What district do you live in? *
District 2
The City of Stockton uses email as the preferred method of communication regarding your application. Is this acceptable to you?
Yes No
Employer Address
Are you currently serving on a City of Stockton Board, Commission, or Committee?
Yes No
Donald Tafoya
Stockton CA
Donald Tafoya
ATTACHMENT A
25 Which Boards would you like to apply for?
Strong Communities Advisory Committee: Submitted
Question applies to Measure W Oversight Committee,Strong Communities Advisory Committee Do you reside within Stockton’s geographic boundary?
Yes No
Question applies to Measure W Oversight Committee,Strong Communities Advisory Committee Are you an employee of any vendor, contractor or consultant doing business with the City of Stockton?
Yes No
Question applies to Strong Communities Advisory Committee Are you at least 18 years of age?
Yes No
Interests & Experiences
Please tell us about yourself and why you want to serve.
I have resided in the city of Stockton the past 60+ years. Four years total in the field of law enforcement and over 40 years of real estate sales activity. Agricultural, commercial, investments, new subdivision and new subdivisions transactions Please state the reason you would like to be a member of this board/commission.
Our great city needs to continue to grow in the best interest of its citizens and well being for strong economical strength. I believe my past experiences of the above including creating a startup broadband company will be of value towards the city’s best interest.
Have you served on an advisory group before?
Yes No
How did you hear about the position?
Both our city mayor Christina Fugazi and reviewing of our city’s website Donald Tafoya
ATTACHMENT A
26 Upload a Resume
City Council Policy 3.03 states that Commissioners are required to attend meetings on a regular basis. If appointed, will you be able to attend meetings regularly and devote the time necessary to fulfill your duties as a member?
Yes No
Do you or immediate family members have any relationship (professional, financial, other) that may present a potential conflict of interest for this advisory group?
Yes No
Background Information
Based on your best judgment, does this Commission make decisions that may affect any sources of income, interests in real property, or investments of you or your spouse?
Yes No
Voter Registration (Questions appear if required)
Submit Application
Enter Your Initials:
DT
Date Signed
12/23/2025
Donald Tafoya
ATTACHMENT A
27 Resolution No.
STOCKTON CITY COUNCIL
______________________________________________________________________
RESOLUTION APPOINTING A MEMBER TO THE CITY OF STOCKTON STRONG
COMMUNITIES ADVISORY COMMITTEE
On June 7, 2016, the Stockton City Council adopted Resolution 2016-06-07-1212 calling for a measure to be placed on the ballot establishing the one-quarter cent special sales and use tax, and authorizing the formation of a Citizens’ Advisory Committee through Ordinance 2016-06-07-1212 contingent upon voter consideration and approval at the November 8, 2016, election; and
On November 8, 2016, the citizens of Stockton voted to approve Ordinance 2016-06-07-1212, thus authorizing the formation of the Citizens’ Advisory Committee.
Each member of the City Council, including the Mayor, shall nominate one member to the Committee. The members nominated are not required to be from specific Council Districts; and
On July 25, 2017, City Council directed staff to more closely align the terms of the Advisory Committee to coincide with each appointing Councilmember; now; therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. In accordance with the provisions of Ordinance 2016-06-07-1212, the following nominee for the Advisory Committee has been submitted for consideration and appointment to the City of Stockton Strong Communities Advisory Committee for a term to commence on appointment, and ending January 31, 2027:
Donald Tafoya – District 2
2. The City Manager is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.
PASSED, APPROVED, and ADOPTED March 3, 2026 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
28 City of Stockton
Legislation Text
File #: 26-0234, Version: 1
APPROVAL OF CITY COUNCIL MINUTES
RECOMMENDATION
Approve the minutes from the City Council meeting of January 27, 2026 Attachment A - 2026-01-27
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Attachment A
30 Attachment A
31 Attachment A
32 Attachment A
33 Attachment A
34 Attachment A
35 Attachment A
36 Attachment A
37 Attachment A
38 Attachment A
39 Attachment A
40 Attachment A
41 Attachment A
42 City of Stockton
Legislation Text
File #: 26-0244, Version: 1
ADOPT A RESOLUTION APPOINTING A MEMBER OF THE MEASURE A CITIZENS’ ADVISORY
COMMITTEE
RECOMMENDATION
It is recommended that the City Council adopt a resolution ratifying the appointment of Patricia Lopez to the Measure A Citizens’ Advisory Committee for a term beginning immediately upon appointment and ending January 31, 2029
Summary
Due to the resignation of the District 4 representative from the Measure A Citizens Advisory Committee there is one vacancy to be filled.
DISCUSSION
Background
On July 9, 2013, the Stockton City Council adopted Resolution 2013-07-09-1601 calling for a special election and Ordinance 2013-07-09-1601 establishing the 3/4 cent sales tax and authorizing the formation of a Citizens’ Advisory Committee through Ordinance 2013-07-09-1601 contingent upon voter consideration and approval at the November 5, 2013, special election. Upon the passage of Measure A and Advisory Measure B on November 5, 2013, the City Council adopted the City of Stockton Transaction and Use Tax Ordinance Citizens’ Advisory Committee Charter detailing the role and duties of the Citizens’ Advisory Committee. Each member of the City Council, including the Mayor, shall nominate one member to the Committee. The members nominated are not required to be from specific Council Districts.
At the regular Council meeting of December 3, 2013, the Council approved staff’s recommendation to include the term of service for the Advisory Committee members in the Committee Charter. The staff recommendation adopted by motion action was to have the terms of the Advisory Committee Members coincide with the term of each appointing Councilmember.
Present Situation
Councilmember Enriquez reviewed the active applications on file. In accordance with the provisions of Ordinance 2013-07-09-1601 and the City of Stockton Transaction and Use Tax Ordinance Citizens’ Advisory Committee Charter, Councilmember Enriquez is nominating Patricia Lopez to the Measure A Citizens’ Advisory Committee to fill the remaining term, beginning immediately and ending January 31, 2029.
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File #: 26-0244, Version: 1
FINANCIAL SUMMARY
This action will have no direct financial impact to the City.
Attachment A - Redacted Application
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Submit Date: Feb 24, 2026
Email Address
First Name Last Name
Street Address
City State Postal Code
Primary Phone Alternate Phone
Employer Job Title Occupation
Application for appointment and background information for City of Stockton Boards, Commissions, and Committees
Profile
Ethnicity
Gender
What district do you live in? *
District 4
The City of Stockton uses email as the preferred method of communication regarding your application. Is this acceptable to you?
Yes No
Employer Address
Are you currently serving on a City of Stockton Board, Commission, or Committee?
Yes No
Patricia Lopez
Stockton CA
Patricia Lopez
Attachment A
45 Which Boards would you like to apply for?
Measure A Citizens' Advisory Committee: Submitted
Question applies to multiple boards
NOTE: This Board requires membership with one of the following groups. If none, please remove board from your application. Are you knowledgeable, have experience in, or extensive background in any of the following areas? Select all that apply. *
Active in community activities significant enough to confirm knowledge of issues and individuals within the community
Possess decision-making abilities
Understanding of Ethnic/Gender Diversity
Willingness to tolerate/promote change
Are you a qualified elector of the City of Stockton?
Yes No
Interests & Experiences
Please tell us about yourself and why you want to serve.
My commitment to Stockton is rooted in years of professional and community engagement focused on strengthening quality of life, safety, and opportunity for residents across the city.
I am deeply invested in supporting thoughtful, transparent decision-making that advances equitable outcomes for our community. Professionally, I am a bilingual community leader with over a decade of experience in nonprofit operations, diversity, equity and inclusion strategy, and community engagement. My work has included developing and scaling programs, managing multi-hundred-thousand-dollar budgets, and advising organizations and community partners on equitable and effective resource allocation. I have held leadership roles at the University of the Pacific, consulted on organizational development, and built strong partnerships across sectors. I am also the founder of Toda Mujer, a local initiative dedicated to uplifting Latina women through leadership development, presentations, workshops, and community-based events. Through this work, I have led bilingual programming that connects participants to resources, civic knowledge, and support networks. I was honored to be recognized as the 2024 Young Professional of the Year by the San Joaquin County Hispanic Chamber of Commerce for my community impact. I want to serve on the Measure A Citizens Advisory Committee because I believe informed, transparent, and inclusive fiscal oversight of public funds is essential to building community trust and achieving equitable outcomes. Based on my experience in budget oversight, community engagement, and advisory leadership, I would be a strong asset to the committee in supporting thoughtful recommendations that meaningfully benefit Stockton residents.
Patricia Lopez
Attachment A
46 Upload a Resume
Please state the reason you would like to be a member of this board/commission.
Measure A represents a significant community investment in Stockton’s public safety, crime prevention efforts, and essential services. The Citizens Advisory Committee plays a critical role in ensuring these funds are used transparently, responsibly, and in alignment with voter intent. I am interested in serving because I am committed to financial accountability, informed oversight, and community-centered decision-making. With my background in budget oversight, equity-driven programming, and civic engagement, I am prepared to thoughtfully review expenditures, analyze financial and audit reports, and provide informed recommendations to the City Council. I value collaboration with city staff and the public, and I believe strong oversight helps build trust in local government. Serving on this committee would allow me to contribute my skills while helping ensure Measure A continues to strengthen public safety and community services in ways that are transparent, responsive, and impactful for Stockton’s diverse residents.
Have you served on an advisory group before?
Yes No
If yes, please explain.
Yes, I have served in multiple advisory and committee roles that reflect my commitment to impactful community engagement and strategic guidance: • Honorary Board Member – San Joaquin County Hispanic Chamber of Commerce • Advisory Committee Member – EWU San Joaquin County United Way • Advisory Member – SJCOE North Central Valley STEM Center • Stockton Community Liaison– Digital NEST (Stockton) • Membership Committee Member – Junior League of San Joaquin • Planning Committee Member – H2O Hackathon (STEM equity event) In these roles, I have helped shape strategic priorities, review program outcomes, advise on outreach, and work collaboratively with cross-sector stakeholders. These experiences have strengthened my ability to contribute meaningfully to oversight committees like the Measure A Citizens Advisory Committee.
How did you hear about the position?
I became aware of this opportunity after expressing interest in civic engagement and learning about available boards and commissions through my councilmember.
City Council Policy 3.03 states that Commissioners are required to attend meetings on a regular basis. If appointed, will you be able to attend meetings regularly and devote the time necessary to fulfill your duties as a member?
Yes No
Do you or immediate family members have any relationship (professional, financial, other) that may present a potential conflict of interest for this advisory group?
Yes No
Background Information
Patricia Lopez
Attachment A
47 Based on your best judgment, does this Commission make decisions that may affect any sources of income, interests in real property, or investments of you or your spouse?
Yes No
Voter Registration (Questions appear if required)
Submit Application
Enter Your Initials:
PL
Date Signed
02/24/2026
Patricia Lopez
Attachment A
48 Resolution No.
STOCKTON CITY COUNCIL
RESOLUTION APPOINTING ONE MEMBER TO THE MEASURE A CITIZENS’
ADVISORY COMMITTEE
A vacancy exists on the Measure A Citizens’ Advisory Committee due to the resignation of the District Four Appointee, Julie Dunning; and Having reviewed the active applications on file, Councilmember Enriquez has nominated Patricia Lopez to fill the vacancy; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. Patricia Lopez is hereby appointed to the Measure A Citizens’ Advisory Committee, for a term effective immediately, and ending on January 31, 2029.
PASSED, APPROVED, and ADOPTED March 3, 2026 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
49 City of Stockton
Legislation Text
File #: 26-0216, Version: 1
APPROVAL OF A JOINT COMMUNITY FACILITIES AGREEMENT WITH THE COUNTY OF SAN JOAQUIN AND CATELLUS STOCKTON, LLC FOR COMMUNITY FACILITIES DISTRICT NO. 2009 -01 (AIRPARK 599)
RECOMMENDATION
Adopt a resolution approving and authorizing the City Manager to execute a Joint Community Facilities Agreement (JCFA) with the County of San Joaquin (County) and Catellus Stockton, LLC (Developer) to facilitate financing, construction, and acquisition of public infrastructure improvements within Community Facilities District (CFD) No. 2009-1 (Airpark 599) Summary
Airpark 599 is an approximately 275-acre industrial warehouse and distribution center project with a small commercial component adjacent to the Stockton Metropolitan Airport (Attachment A - Site Plan). This public/private partnership involves the County of San Joaquin (the "County"), the City of Stockton (the “City”) and Catellus Stockton, LLC (“Developer”).
The proposed Joint Community Facilities Agreement Exhibit 1 to the Resolution) establishes a framework for financing, construction, acquisition, and ownership of public infrastructure improvements within the County of San Joaquin Community Facilities District No. 2009-1 (Airpark 599). The agreement enables the Community Facilities District to finance certain City of Stockton (City) and County infrastructure using special tax revenues or bond proceeds pursuant to the MelloRoos Community Facilities Act of 1982.
The agreement outlines roles and responsibilities of the City, County, and Developer related to infrastructure construction, financing, ownership, and maintenance. Approval of the agreement supports infrastructure development necessary for planned growth within the Airpark area while limiting the City’s financial liability.
DISCUSSION
Background
The County of San Joaquin established Community Facilities District No. 2009-1 (Airpark 599) (CFD) to finance public infrastructure improvements through special taxes and potential bond issuance under the Mello-Roos Community Facilities Act (“Act”).
The Act further provides that at any time prior to the adoption of a resolution authorizing issuance of bonds, the legislative bodies of two or more local agencies may enter into a joint community facilities agreement (JCFA) to exercise any power authorized by the Act, in this case allowing CFD No. 2009-1 City of Stockton Page 1 of 3 Printed on 2/26/2026
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File #: 26-0216, Version: 1
to finance facilities owned or operated by the City. The JCFA must be executed via the adoption of a resolution by both parties (County and City) declaring that such a joint agreement would be beneficial to the residents of that entity. The San Joaquin County Board of Supervisors adopted Resolution R25-169: Authorizing the Execution and Delivery of a Joint Community Facilities Agreement (Attachment B) on December 9, 2025.
The Developer, Catellus Stockton, LLC, is developing property within the CFD boundaries and will construct certain public infrastructure improvements, including water and wastewater facilities, that will ultimately be owned and operated by the City upon acceptance.
Present Situation
Agreement Purpose
The Joint Community Facilities Agreement establishes the terms under which:
· The CFD may issue bonds or use special tax proceeds to finance public facilities. · The Developer constructs certain public infrastructure improvements. · The City and County accept ownership and maintenance responsibilities for their respective facilities.
· District funds may reimburse eligible infrastructure costs.
City Facilities
The agreement provides for construction and acquisition of City infrastructure, including:
· Water system improvements (estimated $6.6 million).
· Wastewater/Sanitary Sewer improvements (estimated $2.0 million).
The Developer constructs the facilities in compliance with City standards, and the City accepts the facilities following inspection and verification of costs.
Financing Structure
· Infrastructure may be financed through CFD special tax revenues or bond proceeds. · The County, acting as the CFD legislative body, retains sole discretion regarding bond issuance and allocation of proceeds.
· The City cannot compel bond issuance or funding.
· Payments to the Developer occur only from available district proceeds. · The City bears no responsibility for bond debt service or special tax obligations Ownership and Maintenance Responsibilities
· City facilities become City property upon acceptance and are operated and maintained by the City.
· County facilities remain owned and maintained by the County. · Each agency is responsible only for its respective facilities.
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File #: 26-0216, Version: 1
Risk Allocation and Liability
· The City has no liability for CFD debt or bond obligations. · The agreement includes mutual indemnification provisions between the City and County. · Developer costs are reimbursed only from available district funds.
ENVIRONMENTAL REVIEW
Approval of the agreement is an administrative action related to financing and infrastructure delivery and does not constitute a project under CEQA or is otherwise covered by prior environmental review associated with the development.
FINANCIAL SUMMARY
Approval of the agreement does not obligate the City’s General Fund for infrastructure costs.
Payments for City facilities are limited to available CFD proceeds. The City may incur future operational and maintenance costs associated with accepted infrastructure improvements. The City may charge administrative fees related to agreement implementation.
Attachment A - Airpark 599 Site Plan
Attachment B - Resolution R-25-169 County Board of Supervisors City of Stockton Page 3 of 3 Printed on 2/26/2026
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ATTACHMENT A
53 Resolution Template 01/2023
BEFORE THE BOARD OF SUPERVISORS OF THE COUNTY OF SAN JOAQUIN
STATE OF CALIFORNIA
R E S O L U T I O N
R-25-169
A Resolution of the Board of Supervisors of the County of San Joaquin Authorizing the Execution and Delivery of a Joint Community Facilities Agreement - - - - - - - - - - - - - -Roos Community Facilities Act of 1982 (the
Facilities District No. 2009-1 (Airpark 599),
WHEREAS, the Community Facilities District is authorized to levy a special tax (the Community Facilities District and to issue bonds (the
public facilities;
WHEREAS, the public facilities proposed to be financed by the Community Facilities Distr
WHEREAS, Section 53316.2 of the Act provides that a community facilities district may finance facilities to be owned or operated by a public agency other than the agency that created the community facilities district only pursuant to a joint community facilities agreement or a joint exercise of powers agreement adopted pursuant to said Section; WHEREAS, Section 53316.2 of the Act further provides that at any time prior to the adoption of the resolution of formation creating a community facilities district or a resolution of change to alter a district, or a resolution or resolutions authorizing issuance of bonds pursuant to Section 53356 of the Act, the legislative bodies of two or more local agencies may enter into a joint community facilities agreement pursuant to said Section and Sections 53316.4 and 53316.6 of the Act to exercise any power authorized by the Act with respect to the community facilities district being created if the legislative body of each entity adopts a resolution declaring that such a joint agreement would be beneficial to the residents of that entity; WHEREAS, no resolution authorizing the issuance of any Bonds has been adopted; WHEREAS, there has been presented to this meeting a form of Joint Community Facilities Agreement by and among the County, the City and Catellus Stockton, LLC, as developer, that provides for the financing of the City Facilities from the proceeds of the Special Tax and Bonds (such Joint Community Facilities Agreement, in the form that presented to this meeting, with such changes, insertions and omissions as are made pursuant to this Resolution,
ATTACHMENT B
54 Resolution Template 01/2023
NOW, THEREFORE, BE IT RESOLVED by the Board of Supervisors of the County of San Joaquin as follows:
Section 1. The Board of Supervisors hereby declares that the Joint Facilities Agreement will be beneficial to the residents of the County.
Section 2. The Joint Facilities Agreement, in substantially the form submitted to this meeting and made a part hereof as though set forth herein, be and the same is hereby approved.
Each of the County Administrator of the County, and such other officer of the County as the one of the Authorized Officers is hereby directed, for and in the name of the County, to execute and deliver the Joint Facilities Agreement in the form submitted to this meeting, with such changes, insertions and omissions as the Authorized Officer executing the same may require or approve, such requirement or approval to be conclusively evidenced by the execution of the Joint Facilities Agreement by such Authorized Officer.
Each of the Authorized Officers is hereby authorized, and any one of the Authorized Officers is hereby directed, for and in the name of the Community Facilities District, to execute and deliver the Joint Facilities Agreement in the form submitted to this meeting, with such changes, insertions and omissions as the Authorized Officer executing the same may require or approve, such requirement or approval to be conclusively evidenced by the execution of the Joint Facilities Agreement by such Authorized Officer.
Section 3. All actions heretofore taken by the officers, employees and agents of the County with respect to the Joint Facilities Agreement, or in connection with or related to any of the matters referred to herein, are hereby approved, confirmed and ratified.
Section 4. The officers, employees and agents of the County are hereby authorized and directed to take all actions and do all things that they, or any of them, may deem necessary or desirable to accomplish the purposes of this Resolution and not inconsistent with the provisions hereof.
Section 5. This Resolution shall take effect immediately upon its adoption.
PASSED AND ADOPTED December 9, 2025 , by the following vote of the Board of Supervisors, to wit:
AYES: Gardea, Canepa, Ding, Rickman
NOES: None
ABSENT: Dhaliwal
ABSTAIN: None
ATTACHMENT B
55 Resolution Template 01/2023
PAUL CANEPA
ATTEST: RACHÉL DeBORD Chair, Board of Supervisors
Clerk of the Board of Supervisors County of San Joaquin County of San Joaquin State of California
State of California
By ___________________
Deputy Clerk
ATTACHMENT B
56 Resolution No.
STOCKTON CITY COUNCIL
A RESOLUTION AUTHORIZING EXECUTION OF A JOINT COMMUNITY FACILITIES
AGREEMENT WITH SAN JOAQUIN COUNTY AND CATELLUS STOCKTON, LLC RELATED TO COMMUNITY FACILITIES DISTRICT NO. 2009-1 (AIRPARK 599) Airpark 599 is an approximately 275-acre industrial warehouse and distribution center project with a small commercial component adjacent to the Stockton Metropolitan Airport. This public/private partnership involves the County of San Joaquin (the "County"), the City of Stockton (the “City”) and Catellus Stockton, LLC (“Developer”); and On May 5, 2009, the Board of Supervisors (the "Board") of the County of San Joaquin, pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982 (the "Act"), established its Community Facilities District No. 2009-1 (Airpark 599), County of San Joaquin, State of California (the "Community Facilities District"); and The Community Facilities District is authorized to levy a special tax (the “Special Tax”) upon the land within the Community Facilities District and to issue bonds (the “Bonds”) secured by the Special Tax, the proceeds of which are to be used to finance certain public facilities; and
The public facilities proposed to be financed by the Community Facilities District include certain facilities (the “County Facilities”) to be owned and operated by the County and certain facilities (the “City Facilities”) to be owned and operated by the City of Stockton; and
Section 53316.2 of the Act provides that a community facilities district may finance facilities to be owned or operated by a public agency other than the agency that created the community facilities district only pursuant to a joint community facilities agreement or a joint exercise of powers agreement adopted pursuant to said Section; and Section 53316.2 of the Act further provides that at any time prior to the adoption of the resolution of formation creating a community facilities district or a resolution of change to alter a district, or a resolution or resolutions authorizing issuance of bonds pursuant to Section 53356 of the Act, the legislative bodies of two or more local agencies may enter into a joint community facilities agreement (Exhibit 1) pursuant to said Section and Sections 53316.4 and 53316.6 of the Act to exercise any power authorized by the Act with respect to the community facilities district being created if the legislative body of each entity adopts a resolution declaring that such a joint agreement would be beneficial to the residents of that entity; and
No resolution authorizing the issuance of any Bonds has been adopted by the County; and
57 There has been presented to this meeting a form of Joint Community Facilities Agreement by and among the County, the City, and Catellus Stockton, LLC, as developer, that provides for the financing of the City Facilities from the proceeds of the Special Tax and Bonds (such Joint Community Facilities Agreement, in the form that presented to the meeting, with such changes, insertions, and omissions are as made pursuant to this Resolution, being referred to herein as the “Joint Facilities Agreement”); and The Community Facilities District, located within San Joaquin County, contains City owned and operated water and wastewater (sewer) facilities and will receive water and wastewater (sewer) service from the City; and
The City shall have no obligation, responsibility, or authority with respect to the issuance and sale of the Bonds, the District Proceeds available to finance the construction and acquisition of the improvements, the payment of the principal and interest on the Bonds, or for the levy of the Special Taxes to provide for the payment of principal and interest thereon. The parties hereto specifically agree that the liabilities of the Community Facilities District, including liabilities, if any, of the Community Facilities District pursuant to the documents providing for the issuance of Bonds, shall not be or become liabilities of the City; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. The City Manager, Chief Financial Officer or any of their designees (each, an “Authorized Officer”) is hereby authorized and directed to enter into the Joint Community Facilities Agreement with the County (Exhibit 1, attached and incorporated by reference), substantially in the form approved by this Resolution. In accordance with Section 53316.2 of the Act, the City Council hereby finds and declares that entrance into each such agreement will be beneficial to residents of the City as it provides for the acquisition, construction and installation of the City Facilities and for the financing of the City Facilities with District Proceeds.
2. The City Manager is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.
PASSED, APPROVED, and ADOPTED March 3, 2026 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
58 OH&S Draft 02/25/2026
4134-2828-2964.4
JOINT COMMUNITY FACILITIES AGREEMENT
by and among
COUNTY OF SAN JOAQUIN,
CITY OF STOCKTON,
COUNTY OF SAN JOAQUIN COMMUNITY FACILITIES DISTRICT
NO. 2009-1 (AIRPARK 599),
AND
CATELLUS STOCKTON, LLC
Dated as of [March 1, 2026]
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JOINT COMMUNITY FACILITIES AGREEMENT
THIS JOINT COMMUNITY FACILITIES AGREEMENT (this “Facilities Agreement”), dated as of [March 1, 2026], is by and among the COUNTY OF SAN JOAQUIN, a political subdivision of the State of California (the “County”), the CITY OF STOCKTON, a municipal corporation organized and existing under the laws of the State of California (the “City”), County of San Joaquin Community Facilities District No. 2009-1 (Airpark 599), a community facilities district organized and existing under the laws of the State of California (the “Community Facilities District”) and CATELLUS STOCKTON, LLC, a limited liability company organized and existing under the laws of the State of California (the “Developer”).
W I T N E S S E T H:
WHEREAS, the County Board of Supervisors of the County (the “County Board of Supervisors”) has, pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982 (the “Act”), established the Community Facilities District; WHEREAS, pursuant to the Act, the proceedings of the County Board of Supervisors and an election held within the Community Facilities District, the Community Facilities District is authorized to issue special tax bonds (the “Bonds”) secured by a special tax (the “Special Tax”) levied within the Community Facilities District to finance certain public facilities (the “Facilities”);
WHEREAS, the Facilities proposed to be financed by the Community Facilities District include certain Facilities to be owned and operated by the County (the “County Facilities”) and certain Facilities to be owned and operated by the City (the “City Facilities”); WHEREAS, Section 53316.2 of the Act provides that a community facilities district may finance facilities to be owned or operated by a public agency other than the agency that created the community facilities district only pursuant to a joint community facilities agreement or a joint exercise of powers agreement adopted pursuant to said Section; WHEREAS, Section 53316.2 of the Act further provides that at any time prior to the adoption of the resolution of formation creating a community facilities district or a resolution of change to alter a district, or a resolution or resolutions authorizing issuance of bonds pursuant to Section 53356 of the Act, the legislative bodies of two or more local agencies may enter into a joint community facilities agreement pursuant to said Section and Sections 53316.4 and 53316.6 of the Act to exercise any power authorized by the Act with respect to the community facilities district being created if the legislative body of each entity adopts a resolution declaring that such a joint agreement would be beneficial to the residents of that entity; WHEREAS, no resolution authorizing the issuance of any Bonds has been adopted; WHEREAS, the City Council and the Board of Supervisors of the County have each adopted a resolution declaring that such a joint agreement would be beneficial to the residents of that entity;
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WHEREAS, the Developer is developing the property within the boundaries of the Community Facilities District;
WHEREAS, development of such property requires the acquisition, construction and installation of certain City Facilities;
WHEREAS, in order to provide for the acquisition, construction and installation of the County Facilities, the County and the Developer are entering into this agreement, pursuant to which the Developer will acquire, construct and install, or cause to be acquired, constructed and installed, certain of the County Facilities and, upon satisfaction of the conditions specified therein, the County will acquire and take title to such County Facilities and that the Developer will be paid the purchase price thereof from proceeds of the Special Tax or Bonds (collectively, “District Proceeds”) made available for such purpose by the Community Facilities District; and WHEREAS, in order to provide for the acquisition, construction and installation of the City Facilities and for the financing of the City Facilities with District Proceeds, the County, the Community Facilities District and the City desire to enter into this Facilities Agreement in accordance with Sections 53316.2, 53316.4 and 53316.6 of the Act; NOW, THEREFORE, for and in consideration of the mutual promises and covenants herein contained, the parties hereto agree as follows:
ARTICLE I
ISSUANCE OF BONDS AND COLLECTION OF SPECIAL TAX
Section 1.1 Issuance of Bonds. It is anticipated that the Community Facilities District will issue Bonds to finance the acquisition, construction and installation of the County Facilities and the City Facilities. The County Board of Supervisors, acting as the legislative body of the Community Facilities District, shall, in its sole discretion, determine whether, when, under what conditions and to what extent Bonds shall be issued to finance the acquisition, construction and installation of the County Facilities or the City Facilities, or any combination thereof. In no event shall the City have any right to compel the Community Facilities District to issue Bonds to finance the acquisition, construction and installation of City Facilities or to disburse Bond proceeds to pay the costs of the acquisition, construction and installation of City Facilities.
Section 1.2 Special Tax Collections. It is anticipated that the Community Facilities District may make proceeds of the Special Tax available to finance the acquisition, construction and installation of the County Facilities and the City Facilities. The County Board of Supervisors, acting as the legislative body of the Community Facilities District, shall, in its sole discretion, determine whether, when, under what conditions and to what extent any such Special Tax proceeds shall be made available to finance the acquisition, construction and installation of the County Facilities or the City Facilities, or any combination thereof. In no event shall the City have any right to compel the Community Facilities District to make proceeds of the Special Tax available to finance the acquisition, construction and installation of City Facilities or to disburse such Special Tax proceeds to pay the costs of the acquisition, construction and installation of City Facilities.
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Section 1.3 Funding of City Facilities. (a) The City Facilities, including any real or tangible property that is to be purchased, constructed, expanded or rehabilitated, are described in Exhibit A attached hereto.
(b) It is anticipated that the Community Facilities District will make District Proceeds available to finance the acquisition, construction and installation of the City Facilities. If the Community Facilities District makes District Proceeds available for such purpose, the Community Facilities District shall notify the City of the amount of such District Proceeds available for such purpose within 15 days of such District Proceeds becoming so available. The Community Facilities District makes no representation that, if District Proceeds are made available to finance the acquisition, construction and installation of the City Facilities, such District Proceeds will be sufficient to finance the acquisition, construction and installation of all of the City Facilities, and neither the County nor the Community Facilities District shall have any liability to the City if such District Proceeds are insufficient for such purpose. If the Community Facilities District determines not to make District Proceeds available to finance the acquisition, construction and installation of the City Facilities, neither the County nor the Community Facilities District shall have any obligation to provide any amounts to finance or pay the costs of the acquisition, construction and installation of the City Facilities.
Section 1.4 Disbursements. (a) District Proceeds available for the acquisition, construction and installation of the City Facilities shall be deposited in a special account (howsoever denominated, the “City Facilities Account”), which (i) prior to the issuance of Bonds, is to be established and held by or on behalf of the Community Facilities District, and (ii) upon the issuance of Bonds is to be established and held under the Indenture pursuant to which the Bonds are issued. Moneys on deposit in the City Facilities Account shall be invested and disbursed at the direction of the Community Facilities District.
(b) To the extent that moneys are available therein, the Community Facilities District shall cause disbursements to be made from the City Facilities Account from time to time to pay the costs of the acquisition, construction and installation of the City Facilities upon submission of a written request of the City stating (i) the name and address of the person to whom payment is to be made, (ii) the amount to be paid, (iii) that an obligation in such amount has been incurred by the City, (iv) the purpose for which the obligation to be paid was incurred, (v) that each item of the obligation to be paid constitutes a cost of the City Facilities, (vi) that the obligation to be paid has not been the subject of a prior City request for disbursement from the City Facilities Account, (vii) that each portion of the City Facilities for which payment is requested was constructed under the direction and supervision, or under the authority of, the City or was constructed as if it had been constructed under the direction and supervision, or under the authority of, the City, and (viii) that each portion of the City Facilities being purchased pursuant to this Agreement for which payment is requested is being acquired and purchased in accordance with the provisions of the Act and this Agreement.
The Community Facilities District shall process in a timely manner, and within no more than 90 days after receipt, written requests for disbursements received from the City that conform to the requirements hereof.
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Section 1.5 Responsibility for Debt Service or Special Taxes. The City shall have no obligation, responsibility, or authority with respect to the issuance and sale of the Bonds, the District Proceeds available to finance the construction and acquisition of the improvements, the payment of the principal and interest on the Bonds, or for the levy of the Special Taxes to provide for the payment of principal and interest thereon. The Community Facilities District shall have the sole authority and responsibility for all such matters. The parties hereto specifically agree that the liabilities of the Community Facilities District, including liabilities, if any, of the Community Facilities District pursuant to the documents providing for the issuance of Bonds, shall not be or become liabilities of the City.
Section 1.6 Construction, Ownership and Maintenance of County Facilities and City Facilities. (a) The City shall have no responsibility for the acquisition, construction and installation of the County Facilities. The County Facilities shall be and remain the sole and separate property of the County and shall be operated, maintained and utilized by the County. The City shall not have any ownership interest in the County Facilities, and the City shall have no responsibility for the operation, maintenance or utilization of the County Facilities. (b) Neither the County nor the Community Facilities District shall have any responsibility for the acquisition, construction and installation of the City Facilities. The City Facilities shall be and remain the sole and separate property of the City and shall be operated, maintained and utilized by the City. Neither the County nor the Community Facilities District shall have any ownership interest in the City Facilities, and neither the County nor the Community Facilities District shall have any responsibility for the operation, maintenance or utilization of the City Facilities.
Section 1.7 Administration of the Community Facilities District. The County shall have the power and duty to provide for the administration of the Community Facilities District, subject to the terms hereof and the applicable bond issuing documents, including employing and compensating all consultants for such administration and providing for the various other administration duties set forth in this Agreement. It is understood and agreed by parties hereto that the City will not be considered a participant in the proceedings relative to formation of the Community Facilities District or the issuance of the Bonds, other than as a party to this Agreement.
Section 1.8 Tax Matters. In connection with the issuance of any Bonds, a portion of the proceeds of which are to be made available to finance the acquisition, construction and installation of the City Facilities, the City shall execute and deliver such certifications and agreements as may be reasonably required in order for bond counsel to conclude that interest on such Bonds will be excluded from gross income under Section 103 of the Internal Revenue Code of 1986.
ARTICLE II
CONSTRUCTION AND ACQUISITION OF CITY FACILITIES
Section 2.1 Plans and Specifications. The Developer represents that it has or will obtain approval by all appropriate local, State and federal agencies and all City departments of the plans EXHIBIT 1
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and specification for the City Facilities and that all of the City Facilities have been or will be constructed by the Developer in full compliance with all current standards deemed by the City Engineer to be applicable to the construction of the City Facilities.
Section 2.2 Prevailing Wages. The Developer covenants that with respect to the construction of the City Facilities, it will assure complete compliance with any applicable law or regulation for the payment of prevailing wages.
Section 2.3 Purchase Price. The amount to be paid by the City for the City Facilities (hereafter the “Purchase Price”), shall be determined by the City Engineer and shall not exceed the cost thereof, including the reasonable cost of appurtenant City Facilities and of preparing plans and specifications as well as the construction contracts and all costs of construction reasonably determined by the City Engineer to be eligible under the Act to be part of the Purchase Price, such as fees and costs incurred in obtaining permits, licenses, rights-of-way or easements, the costs of change orders, engineering, legal, fiscal and inspection fees, project management, construction administration, technical studies and land acquisition costs constituting a part of the City Facilities.
The Purchase Price may include the Developer’s interest costs for any portion of the City Facilities as to which the Developer made expenditures prior to the availability of the Bond proceeds. The Developer shall provide any documentation substantiating the cost of the City Facilities reasonably requested by the City Engineer. There shall be a presumption of reasonableness as to costs incurred under a construction contract entered into by the Developer as a result of a call for bids, provided that no extraordinary limitations or requirements (such as short time frame) are imposed by the Developer of the performance of such contract. Notwithstanding any other provision herein, the City, County and Community Facilities District shall in no way be obligated to pay the Purchase Price for City Facilities except from District Proceeds made available for such purpose pursuant to Article I, Section 3 hereof.
Section 2.4 Inspection and Acceptance. The City Facilities shall be promptly accepted and the Purchase Price promptly paid solely from available District Proceeds if completed substantially in accordance with the approved plans and specifications for such City Facilities. The City Facilities shall be subject at all reasonable times prior to their acquisition to inspection by the City Engineer, which inspection shall be accomplished in a timely manner. Prior to acceptance of any City Facilities by the City, the Developer shall provide as built drawings or other similar plans and specifications of such City Facilities in form reasonably acceptable to the City Engineer, along with evidence satisfactory to the City Engineer that all costs of the City Facilities have been fully paid by the Developer to the party or parties entitled to be paid for such costs. All warranties, guarantees or other evidence of contingent obligations of third persons with respect to such City Facilities shall be delivered to the City Engineer prior to acceptance thereof. The City Engineer shall review the supporting evidence and respond to the Developer within thirty (30) days. The failure to respond within such time frame shall be deemed approval of the Purchase Price for the City Facilities. In the event that the City Engineer, during such time frame, finds that the supporting evidence submitted by the Developer fails to demonstrate the required relationship between the subject Purchase Price and eligible work, the City Engineer shall advise the Developer that the determination of the Purchase Price (or the ineligible portion thereof) has been disallowed and shall require further documentation from the Developer. Once the Developer delivers the further documentation, the City Engineer shall have thirty (30) days to review the additional documentation. If the further documentation is still not adequate, the City Engineer shall notify EXHIBIT 1
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the Developer in writing within such thirty (30) day period and may revise the Purchase Price Certificate to delete any disallowed items and the determination shall be final and conclusive. The failure to approve or disapprove of the additional documentation within such thirty (30) day period shall be deemed approval, and the City Engineer shall process the payment request. If only a portion of the Purchase Price requires further documentation, the City Engineer shall approve for payment the Purchase Price portion that does not require further documentation.
Section 2.5 Payments to the Developer. Rights-of-way/easements must be conveyed by the Developer to City before payment is made. The Developer may request in writing a payment of the Purchase Price of any City Facilities provided for herein. Such requests shall be accompanied by vouchers supported by invoices and copies of checks in payment of the costs thereof. Such payments shall be made only in the amount determined reasonable by the City Engineer with respect to the City Facilities to be acquired, as specified in a cost certificate completed by the City Engineer. Any such City Facilities to be acquired by the City must be completed in accordance with the approved plans and specifications. Any City Facility to be accepted by the City must be in such condition that it is ready for use by the City or the public as determined by the City Engineer. If requested by the City Engineer, the Developer shall prepare and execute a Notice of Completion acceptable to the City Engineer and record such notice in the office of the Recorder of San Joaquin County, California, and cause its contractor to provide lien releases in form acceptable to the City Engineer for all the City Facilities. Prior to final payment hereunder, the Developer shall submit for audit canceled checks for all prior payments. If any of the City Facilities to be acquired hereunder were or are financed, in whole or in part, from the proceeds of any loan secured by a mortgage or deed of trust upon any of the Developer’s lands within the District, and in the absence of contrary written instructions by any mortgagee or beneficiary of such mortgagee or deed of trust, the Purchase Price shall be paid to the Developer and to such mortgagee or beneficiary, as their interest may appear. Payment of the Purchase Price shall be made only from District Proceeds made available pursuant to Article I, Section 3 hereof.
If District Proceeds will be sufficient to finance the Purchase Price, payment shall be made of a portion of the Purchase Price up to the amount of District Proceeds and from additional District Proceeds that may become available from time to time thereafter, provided that the County, Community Facilities District and City have no obligation to make such District Proceeds available in the future and have no obligation to make payments of Purchase Price from any source other than District Proceeds.
Section 2.6 City Fees. The City may charge a reasonable fee for administration of this Agreement and acquisition of City Facilities hereunder. All City fees (i.e., plan check fee, inspection fee, administrative fees, etc.) shall be paid by the Developer at such time as required by the City Engineer. The Developer may include the amount of the payment for such fees in the Purchase Price.
Section 2.7 Ownership and Transfer of City Facilities. The provision or conveyance of the City Facilities to the City shall take place as follows:
(a) Land (Fee or Easement). The Developer shall transfer to the City the appropriate rights, title and interest in and to any land to be acquired. The Developer agrees to execute and deliver to City those documents required to complete the transfer of acceptable title (as defined herein) to the land. Acceptable title means title to the land delivered free and clear of all liens, EXHIBIT 1
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encumbrances, assessments, easements or leases, whether any such item is recorded or unrecorded, and taxes, except those matters which are determined by the City Engineer in his reasonable discretion not to interfere with the intended use of the land and therefore are not required to be cleared from the title. Completion of transfer shall be evidenced by the recordation of an acceptance of the interest(s) in the land by the City Council or its designee. (b) City Facilities Constructed on Land Owned by the Developer. If City Facilities are located on land owned by the Developer, then the Developer shall retain the title to such land and the City Facilities constructed thereon until the land and City Facilities are acquired by City pursuant to this Agreement. Until title to the land and City Facilities are acquired by City, the Developer shall maintain the land and City Facilities in good and safe condition. Transfer of title to the land and the City Facilities thereon shall be in accordance with clause (i) above. (c) City Facilities Constructed on Land Owned by the City in Fee or Easement. If City Facilities are located on land on which the City holds fee title or easement rights, the Developer shall request an encroachment permit in accordance with City codes and regulations to enter that land for purposes related to the construction and maintenance (prior to acquisition by the City hereunder) of such City Facilities. Upon completion of construction of any such City Facilities, the City Engineer shall inspect the City Facilities and if approved by the City Engineer, the City shall give written notice of its acceptance of the City Facilities. (d) Personal Property. If the Developer provides any personal property in the City Facilities to be acquired hereunder, transfer by the Developer to the City shall be accomplished by a Bill of Sale.
(e) Funds. If the Developer provides funds for City Facilities, the providing of such funds to the City shall be acknowledged by a written receipt from the City.
ARTICLE III
MISCELLANEOUS
Section 3.1 Indemnification. (a) The County agrees to protect, indemnify, defend and hold the City, and its officers, employees and agents, and each of them, harmless from and against any and all claims, losses, expenses, suits actions, decrees, judgments, awards, attorneys’ fees and court costs which the City, or its officers, employees and agents, or any combination thereof, may suffer or which may be sought against or recovered or obtained from the City, or its officers, employees or agents, or any combination thereof, as a result of or by reason of or arising out of or in consequence of the acquisition, construction, installation, operation, maintenance or utilization of the County Facilities. If the County fails to do so, the City shall have the right, but not the obligation, to defend the same and charge all of the direct and incidental costs of such defense, including any attorneys’ fees or court costs, to and recover the same from the County.
No indemnification is required to be paid by the County for any claim, loss or expense arising from the willful misconduct or negligence of the City, or its officers, employees or agents. (b) The City agrees to protect, indemnify, defend and hold the County and the Community Facilities District, and their respective officers, employees and agents, and each of 4134-2828-2964.4
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them, harmless from and against any and all claims, losses, expenses, suits actions, decrees, judgments, awards, attorneys’ fees and court costs which the County or the Community Facilities District, or their respective officers, employees and agents, or any combination thereof, may suffer or which may be sought against or recovered or obtained from the County or the Community Facilities District, or their respective officers, employees or agents, or any combination thereof, as a result of or by reason of or arising out of or in consequence of the acquisition, construction, installation, operation, maintenance or utilization of the City Facilities. If the City fails to do so, the County and the Community Facilities District shall have the right, but not the obligation, to defend the same and charge all of the direct and incidental costs of such defense, including any attorneys’ fees or court costs, to and recover the same from the City.
No indemnification is required to be paid by the City for any claim, loss or expense arising from the willful misconduct or negligence of the County or the Community Facilities District, or their respective officers, employees or agents.
Section 3.2 Nature of Agreement; Allocation of Special Tax. This Facilities Agreement shall constitute a joint community facilities agreement entered into pursuant to Sections 53316.2, 53316.4 and 53316.6 of the Act. The entire amount of the proceeds of the Special Tax shall be allocated and distributed to the County.
Section 3.3 Limitation of Rights to Parties. Nothing in this Facilities Agreement expressed or implied is intended or shall be construed to give to any person other than the County, the Community Facilities District and the City any legal or equitable right, remedy or claim under or in respect of this Facilities Agreement or any covenant, condition or provision herein contained; and all such covenants, conditions and provisions are and shall be held to be for the sole and exclusive benefit of the County, the Community Facilities District and the City.
Section 3.4 Notices. All written notices to be given hereunder shall be given to the party entitled thereto at its address set forth below, or at such other address as such party may provide to the other parties in writing from time to time, namely:
If to the County:
County of San Joaquin
44 N. San Joaquin Street, Suite 640
Stockton, CA 95202
Attention: County Administrator
If to the Community Facilities District:
County of San Joaquin Community Facilities
District No. 2009-1 (Airpark 599)
c/o County of San Joaquin
44 N. San Joaquin Street, Suite 640
Stockton, CA 95202
Attention: County Administrator
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If to the City:
City of Stockton
Public Works Department
City Hall
501 W. Weber Ave.
Building 2, First Floor
Stockton, CA 95202
Attention: City Engineer
If to the Developer:
Catellus Stockton, LLC
2000 Powell Street, Suite 500
Emeryville, CA 94608
Attention: Lexie Lam and Bill Hosler
Each such notice, statement, demand, consent, approval, authorization, offer, designation, request or other communication hereunder shall be deemed delivered to the party to whom it is addressed (a) if given by courier or delivery service or if personally served or delivered, upon delivery, (b) if given by telecopier, upon the sender’s receipt of an appropriate answerback or other written acknowledgment, (c) if given by electronic mail, on the date sent, but only if confirmation of the receipt of such electronic mail is received or if notice is concurrently sent by another means specified herein, (d) if given by registered or certified mail, return receipt requested, deposited with the United States mail postage prepaid, 72 hours after such notice is deposited with the United States mail, or (e) if given by any other means, upon delivery at the address specified in this Section.
Section 3.5 Severability. If any part of this Facilities Agreement is held to be illegal or unenforceable by a court of competent jurisdiction, the remainder of this Facilities Agreement shall be given effect to the fullest extent reasonably possible.
Section 3.6 Successors. This Facilities Agreement shall be binding upon and inure to the benefit of the successors of the parties hereto.
Section 3.7 Amendments. This Facilities Agreement may be amended, supplemented or otherwise modified only by an instrument in writing executed and delivered by each of the parties hereto.
Section 3.8 Governing Laws. This Facilities Agreement shall be governed and construed in accordance with the laws of the State of California.
Section 3.9 Counterparts. This Facilities Agreement may be executed in counterparts, each of which shall be deemed an original and all of which shall constitute but one and the same instrument.
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IN WITNESS WHEREOF, the parties hereto have executed this Facilities Agreement as of the date first written above.
COUNTY OF SAN JOAQUIN
By:
Authorized Officer
COUNTY OF SAN JOAQUIN
COMMUNITY FACILITIES DISTRICT
NO. 2009-1 (AIRPARK 599)
By:
Authorized Officer
CITY OF STOCKTON
By:
Authorized Officer
CATELLUS STOCKTON, LLC,
A Delaware limited liability company
By:
Name:
Title:
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EXHIBIT A
DESCRIPTION OF CITY FACILITIES
Facility
Estimated
Purchase Price*
Water System $6,596,200
Wastewater (Sanitary Sewer) 2,028,000
* Amounts shown above are estimates only. The Purchase Price for a City Facility is its cost as determined pursuant to Article II Section 3.
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City of Stockton
Legislation Text
File #: 26-0157, Version: 1
APPROVE APPOINTMENTS TO THE CULTURAL HERITAGE BOARD
RECOMMENDATION
It is recommended that the City Council approve the appointment of five (5) members to the Cultural Heritage Board for the terms outlined in the proposed resolution.
Summary
Stockton Municipal Code (SMC) Section 16.220.040 establishes a Cultural Heritage Board (CHB or Board) consisting of nine (9) members. There are currently six (6) positions available on the CHB due to term expirations, resignations, and removals.
In response to a recruitment effort, a total of eight (8) applications were received by the City Clerk’s Office to fill the vacancies. On January 22, 2026, the Planning Commission considered the applications for appointment to the CHB. Following an interview process, the Planning Commission voted to appoint the following persons to the CHB: Matt Holmes, William Maxwell, Leon Bach, Robert Holzer, and Cynthia Boyd. These five (5) individuals were the only applicants to attend the January 22nd Planning Commission meeting and participate in the interview process on that date. Council is now asked to approve all five (5) appointments, consistent with the requirement in SMC
16.220.040.A.
DISCUSSION
Background
The CHB is a nine-member citizen advisory body charged with the preservation and promotion of the City’s historical, architectural, and cultural resources. Per the CHB Bylaws and the City’s Development Code (SMC Title 16), the Board’s purpose is to work in an advisory capacity to the Planning Commission and Director of Community Development in matters of aesthetic, cultural, architectural, and historical significance for the City of Stockton.
It is the responsibility of the CHB to evaluate and make recommendations on matters pertaining to historic landmarks, historic sites, historic districts, award of excellence, and certificates of appropriateness for proposed alterations to landmarks and properties in historic districts. In the past, the Board has presented an annual Captain Charles M. Weber Award, a Glenn Allen Award, overseen the activities of the Magnolia Historic District Advisory Committee, and advised City officials and the public on matters pertaining to the preservation of cultural and historical resources. The CHB meets, as needed, at 5:30pm on the first Wednesday of every month in the Council Chambers at City Hall.
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In accordance with SMC Section 16.220.040, members of the Board, who must be residents of the City, are interviewed, selected, and appointed by the Planning Commission subject to City Council approval. Board members serve staggered four-year terms of office, and those terms expire on October 31st of the fourth year. Vacant positions are filled when any given Board Member’s term expires or when a Board Member resigns or is removed before the end of a term.
Present Situation
There are currently six (6) positions available on the CHB due to term expirations, resignations and removals. However, Board Members whose terms have expired are able, and encouraged, to continue to serve until such time as a subsequent appointment is made. Three (3) of the expiredterm Board members are currently continuing to serve.
SMC Section 16.220.040.A.1 provides that, to the extent possible, the Board should have at least one (1) member from each of the following categories:
· A member with extensive real estate experience in the City; · A member with extensive experience in the construction industry; · An architect licensed by the State;
· A historian;
· A professional archaeologist; and,
· A resident of the City for over forty (40) years
Planning Commission Action
Eight (8) valid applications were received to fill six (6) positions. All applicants were notified, and seven (7) confirmed their attendance for the January 22, 2026 Planning Commission meeting, however, only five (5) were present at said meeting (Attachment A - Planning Commission Draft Minutes). As per Council Policy Manual Section 3.02.010, the selection process requires applicants to be present for the interview to be ranked and appointed. Following the interview process, the Planning Commission appointed the following members that attended the Planning Commission interview, subject to Council approval: Matt Holmes, William Maxwell, Leon Bach, Robert Holzer, and Cynthia Boyd (Attachment B - Redacted Applications).
SMC Section 16.220.040.A.2 [Term of Office] states that vacancies occurring during a term shall be filled for the unexpired period of the term in the same manner as the original appointment and that terms shall be staggered to ensure continuity. The six (6) current vacancies will have the following term expiration dates upon appointment:
Number of Vacancies Terms Expire
Two (2) October 31, 2026
Four (4) October 31, 2029
Given that there are six (6) vacancies, with five (5) candidates available to fill, and that CHB members’ four (4)-year terms are staggered, staff recommends the following:
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· One (1) appointment to be deemed effective on November 1, 2025, with a one (1)-year term (expires on October 31, 2026).
· Four (4) appointments to be deemed effective on November 1, 2025, with a four (4)-year term (expires on October 31, 2029).
Accordingly, Staff randomly selected Candidates for the following terms by selecting names from a container:
Name Appointment Effective Term Expires
Matt Holmes November 1, 2025 October 31, 2026
Cynthia Boyd November 1, 2025 October 31, 2029
Leon Bach November 1, 2025 October 31, 2029
Robert Holzer November 1, 2025 October 31, 2029
William Maxwell November 1, 2025 October 31, 2029
The City Council may choose to approve the terms differently. Staff recommends that the City Council approve the Planning Commission appointments to the Cultural Heritage Board with the term expirations identified in the attached resolution. The member serving the term expiring this year will remain eligible for re-appointment through the same process.
FINANCIAL SUMMARY
Board members receive no compensation; there is no financial impact to the City’s General Fund or to any other unrestricted fund.
Attachment A - Draft Minutes (Planning Commission - January 22, 2026) Attachment B - Redacted Applications
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DRAFT MINUTES
PLANNING COMMISSION
MEETING OF JANUARY 22, 2026
1. CALL TO ORDER/ROLL CALL - 5:32 PM
Roll Call
Present:
Terry Hull
Derek Graves
Jeff Sanguinetti
Pandora Crowder
Jazmine Hernandez
Robert Oakes
Absent:
Yolanda Amen.
Note: Commissioner Amen arrived to the dais at 5:40 PM.
2. PLEDGE TO FLAG
The pledge of allegiance was led by Commissioner Oakes.
3. ADOPTION OF CONSENT CALENDAR
3.1 26-0044 APPROVAL OF PLANNING COMMISSION MINUTES
Legislation Text
Attachment A - 2025-04-10 PC Minutes
Attachment B - 2025-04-24 PC Minutes
Attachment C - 2025-05-08 PC Minutes
Approve Motion 2026-01-22-0301 approving the minutes of the April 10, 2025, April 24, 2025, and May 8, 2025 Planning Commission meetings.
Moved by: Terry Hull, seconded by Derek Graves.
Vote: Motion carried 4-0
2/3/26, 12:29 PM Planning Commission
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ATTACHMENT A
74 Yes: Terry Hull, Derek Graves, Jeff Sanguinetti, and Pandora Crowder.
Abstain :Jazmine Hernandez , and Robert Oakes.
4. PUBLIC COMMENT
Mary Elizabeth - general plan; Cultural Heritage Board
David Rajkovich - downtown Stockton waterfront project; museum; minesweeper; Cultural Heritage Board; open house
Phillip Merlo - maritime history museum, museum projects; downtown Stockton; Mills Act
Commissioner Correspondence - Public Comment
5. PUBLIC HEARINGS/ENVIRONMENTAL ASSESSMENTS
None
6. NEW BUSINESS
6.1 25-1430 CULTURAL HERITAGE BOARD INTERVIEWS
Legislation Text
Attachment A - Redacted Applications
The following person(s) spoke to the item: Phillip Merlo Note: The meeting recessed at 6:44 PM and reconvened at 6:47 PM Approve Motion 2026-01-22-0601 appointing 5 new members to the Cultural Heritage Board and forwarding the appointments to the City Council for approval.
Moved by: Terry Hull, seconded by Robert Oakes.
Vote: Motion carried 7-0
Yes: Terry Hull, Derek Graves, Yolanda Amen, Jeff Sanguinetti, Pandora Crowder, Jazmine Hernandez , and Robert Oakes.
7. UNFINISHED BUSINESS
None
8. REPORTS/COMMUNICATIONS/INFORMATIONAL ITEMS
2/3/26, 12:29 PM Planning Commission
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ATTACHMENT A
75 Michael McDowell, Assistant Director for Community Development Department - planning commissioner academy
9. COMMISSIONERS COMMENTS
Commissioner Amen - staff presentations
Commissioner Crowder - alcohol and tobacco presentation Chair Sanguinetti - general plan map; master plan
Commissioner Oakes - general plan map, future presentation
10. ADJOURNMENT - 7:20 PM
2/3/26, 12:29 PM Planning Commission
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93 Resolution No.
STOCKTON CITY COUNCIL
RESOLUTION APPROVING THE APPOINTMENT OF FIVE MEMBERS TO THE
CULTURAL HERITAGE BOARD
The Cultural Heritage Board (CHB) is a nine (9)-member citizen advisory body charged with the preservation and protection of the City’s historical, architectural, and cultural resources; and
Currently, six (6) vacancies exist on the CHB; and
The Planning Commission, during its regularly scheduled public meeting of January 22, 2026, voted to appoint Matt Holmes, William Maxwell, Leon Bach, Robert Holzer, and Cynthia Boyd to the CHB subject to City Council approval; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. Pursuant to Section 16.220.040 of the Stockton Municipal Code, the City Council hereby approves the appointment of Matt Holmes to the CHB, effective immediately, to serve the remaining unexpired period of the term that will expire on October 31, 2026.
2. Pursuant to Section 16.220.040 of the Stockton Municipal Code, the City Council hereby approves the appointments of William Maxwell, Leon Bach, Robert Holzer, and Cynthia Boyd to the CHB, effective immediately, to serve the remaining unexpired period of the terms that will expire on October 31, 2029.
3. The City Manager is authorized to take all appropriate and necessary actions to carry out the purpose and intent of this Resolution.
PASSED, APPROVED, and ADOPTED: March 3, 2026 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
94 City of Stockton
Legislation Text
File #: 25-1329, Version: 1
ADOPT A RESOLUTION TO AUTHORIZE AN AMENDMENT TO CONTRACT WITH PROJECT
SENTINEL TO AMEND THE SCOPE OF WORK TO INCLUDE TENANT-LANDLORD
COUNSELING AND DISPUTE RESOLUTION SERVICES
RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Amend and allocate HHAP funding in the amount of $215,000 to the current contract with Project Sentinel to fund the Tenant Landlord Dispute Resolution Program;
2. Authorize the City Manager, or designee, to amend the current contract with Project Sentinel to add the Tenant Landlord Dispute Resolution Program to the scope of work;
3. Authorize the City Manager, or designee, to execute all documents and take all necessary and appropriate actions to carry out the purpose and intent of the resolution.
Summary
This contract amendment supports the City of Stockton, San Joaquin County, and the San Joaquin Continuum of Care (SJCoC)’s collaboration to promote the coordinated and impactful delivery of preventing homelessness and providing support and services across the full continuum of care to make homelessness rare, brief, preventable, and non-recurring.
Project Sentinel will provide a Tenant Landlord Dispute Resolution Program (Program). The Program will create a proactive educational curriculum and conduct mediations as a means of keeping people stably housed; preventing eviction, displacement, and homelessness. Low-income tenants at risk of homelessness will be given priority in this Program. Services will encompass all areas of residential rental concerns, including but not limited to lease terminations, evictions, habitability, privacy, deposits, rent increases, and Housing Choice Voucher status complications.
Staff recommends that Council approve a resolution authorizing an amendment to the current contract adding the Tenant Landlord Resolution Program to the scope of work utilizing additional Homeless Housing, Assistance and Prevention (HHAP) funding to cover these services.
DISCUSSION
Background
The City received HHAP funds from the State of California which are designed to support regionally coordinated efforts to expand and develop local capacity to address immediate homelessness City of Stockton Page 1 of 3 Printed on 2/26/2026
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challenges throughout the state. HHAP funds are focused on moving homeless individuals and families into permanent housing as well as ensuring individuals maintain their permanent housing.
On May 13, 2025, Council approved by motion (Attachment A- Motion 2025-05-13-1211) to recommend the allocation of $200,000 in Community Development Block Grant (CDBG) funds for a two-year contract with Project Sentinel to provide fair housing services, following a competitive Request for Proposals issued in January 2025. After evaluating three submissions, Project Sentinel was selected for its extensive experience delivering fair housing enforcement services across Northern California. The program supports the City’s ongoing efforts to comply with federal and state fair housing obligations by expanding access to referred legal resources, outreach, and discrimination investigation services for City residents. Project Sentinel has also committed to establishing a local Stockton office during its first year of operation, further strengthening service accessibility.
Project Sentinel is a 501(c)(3) nonprofit, tax-exempt organization established to, “…develop and promote Tenant Landlord Dispute Resolution and equality of opportunity for all person and to advocate peaceful resolutions of disputes amongst community welfare and harmony,” as stated in the organization’s Mission Statement. With over 45 years of experience, Project Sentinel delivers comprehensive services including fair housing enforcement, housing counseling, dispute resolution, and mortgage intervention to communities in Northern California. Project Sentinel maintains 24 local entitlement contracts across its service areas. Seven offices are strategically located to provide localized support, including in Modesto and Sacramento. Services are offered in English, Spanish, Hmong, Hindi, and Vietnamese through existing bilingual staff, and other language interpretation is provided through language services associates, ensuring accessibility to diverse populations. Project Sentinel has indicated it is willing to establish a Tenant Landlord Dispute Resolution office. Staff will work with Project Sentinel to support the establishment of a local Resolution Program in Stockton during its first eighteen months of operation.
Present Situation
During the delivery of fair housing services, Project Sentinel has reported a substantial demand for tenant-landlord counseling and mediation services to assist with disputes between tenants and landlords. Although Project Sentinel provides tenant-landlord dispute resolution services (out of a separate and distinct department from the fair housing department) such services are not covered under the current fair housing contract scope of work.
To distinguish the difference between fair housing and tenant-landlord dispute resolution services, fair housing services focus on preventing and addressing housing discrimination through information and referral, investigation of housing discrimination complaints, housing audits and testing, and counseling and mediation/conciliation. In contrast, tenant-landlord dispute resolution services focus on providing tenant and landlord education on their respective rights and responsibilities, guidance on best practices to navigate and resolve housing problems, and conducting mediations and conciliations as a means of keeping stable housing, preventing eviction, displacement, and homelessness.
Based on the first two quarter reports, the volume of requests for tenant-landlord resolution could not go ignored. Tenant-Landlord issues accounted for 41 of the total 107 intakes. Additionally, most, if not all, of these requests are from those at risk of homelessness due to the lack of resolution with their City of Stockton Page 2 of 3 Printed on 2/26/2026
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landlords. For Project Sentinel to provide these resolution services through the Program, the scope of work must be amended for the remainder of the current contract, approximately 18 months.
These services help Stockton residents stay safely housed by providing free tenant-landlord counseling, education, and dispute resolution services. The Program will offer workshops in English and Spanish, answer housing-related questions, assist residents experiencing conflicts with their landlords, and provide mediation to prevent eviction and homelessness. To support this work locally, Project Sentinel plans to hire a full-time, bilingual Conflict Resolution Specialist based in Stockton and conduct community outreach through mailers, brochures, and presentations. Project Sentinel brings more than 25 years of experience helping communities resolve housing issues and is committed to working closely with the City to ensure residents have access to resources that protect their housing stability.
The amendment will add $215,000 from the City’s HHAP funding for the following services starting on January 1, 2026 and will last till June 30, 2027:
1. Hire one full-time Bilingual Conflict Resolution Specialist
2. Open up to 100 cases for extensive counseling and dispute resolution (conciliation/mediation) to resolve conflicts that could lead to eviction.
3. Field 1,100 information and referral inquiries for callers to be educated about rights and responsibilities under tenant-landlord rules and laws with priority given to those at risk of homelessness; referrals to relevant government and social service resources.
4. Providing 10 Educational Presentations (Spanish/English) to educate the community on tenant protections and landlord obligations, which will include trainings of the same for staff at local community based organizations, Code Enforcement, Housing Authority, etc.
5. Distribute 1,000 brochures within the City.
6. Produce, post, and circulate by mail, 2 postcards campaigns to educate tenants and landlords, and raise awareness of the Program.
FINANCIAL SUMMARY
The proposed resolution will have no financial impact on the General Fund or any unrestricted fund because of this action. Funding will come from the HHAP grant.
Attachment A - Motion 2025-05-13-1211
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City of Stockton
Legislation Text
File #: 25-0263, Version: 2
ADOPT A MOTION TO ALLOCATE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
FUNDING FOR FAIR HOUSING SERVICES
RECOMMENDATION
It is recommended that Council approve by motion action:
1. Allocating an amount up to $200,000.00 in Community Development Block Grant (CDBG) Program funds to a two-year contract to Project Sentinel for fair housing services;
2. Authorizing the City Manager, or designee, to enter into a contract with Project Sentinel for fair housing services, for a period of three years, with option to renew; and
3. Approving and authorizing the City Manager, or designee, to take all necessary actions to carry out the intent of this action.
Summary
The City of Stockton is committed to ensuring equal access to housing for all residents, in alignment with the Fair Housing Act and state housing laws. This initiative aims to award funding for Fair Housing services to support the City's ongoing efforts to address and/or prevent housing discrimination, increase awareness of fair housing laws, and foster inclusive communities.
As part of the Community Development Block Grant (CDBG) Program, funding will be utilized to provide vital fair housing services, including legal resources, counseling, and educational outreach to low- and moderate-income residents who may face housing discrimination. This effort will directly contribute to the City's goal of improving housing accessibility and ensuring compliance with federal and state housing regulations.
A Request for Proposals (RFP) was released in January 2025 (PUR 25-014) to acquire the use of fair housing service providers. Following the RFP selection process, it is recommended that Council approve an agreement with Project Sentinel, a northern California non-profit agency, to deliver comprehensive fair housing services.
DISCUSSION
Background
The Community Development Block Grant (CDBG) Program is a federally funded program administered by the U.S. Department of Housing and Urban Development (HUD) to assist entitlement jurisdictions, such as the City of Stockton, in addressing various community development City of Stockton Page 1 of 3 Printed on 6/7/2025
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ATTACHMENT A
98 File #: 25-0263, Version: 2
needs, particularly for low- and moderate-income persons. Established under the Housing and Community Development Act of 1974, CDBG is one of the longest-running federal programs aimed at promoting the development of viable urban communities by providing decent housing and a suitable living environment. The program supports a wide range of activities, including housing, economic development, public services, and infrastructure improvements.
As an entitlement jurisdiction, the City of Stockton receives annual CDBG allocations to implement programs that promote community development and improve the quality of life for its residents.
Specifically, the City has historically utilized a portion of CDBG funds to provide Public Services, including fair housing services, which are critical in addressing discrimination and promoting inclusiveness in housing practices within the community. These services are an active step in addressing state and federal Affirmatively Further Fair Housing (AFFH) requirements.
Effective fair housing services strive to educate residents about their housing rights, provide legal resources to those experiencing discrimination, and ensure that low-income and minority residents have access to safe, affordable housing without fear of discrimination based on race, color, national origin, religion, sex, familial status, or disability. Effective services should also include the investigation and resolution of complaints related to housing discrimination.
The federal government’s mandate to affirmatively further fair housing requires all recipients of CDBG funds to take proactive steps to prevent housing discrimination and promote equal access to housing.
The initiative being recommended through this item is designed to fund a program that would meet state and federal requirements of affirmatively furthering fair housing to address and/or prevent housing discrimination in Stockton.
Present Situation
To support the City’s commitment to fair housing, an RFP was issued on January 2, 2025, to solicit proposals from qualified firms or organizations capable of providing a full range of fair housing services to Stockton residents, including education, outreach, investigation, and enforcement.
Three applications were received in response to the RFP, and after a thorough evaluation and interview process, Project Sentinel was selected to provide the needed services. Project Sentinel will be responsible for implementing programs designed to protect residents from housing discrimination and support the City in meeting its fair housing obligations under state and federal law. In addition to providing housing discrimination investigative services, Project Sentinel provides tenant-landlord dispute resolution services as well as educational workshops/presentations related to tenant rights and landlord responsibilities.
Project Sentinel is a 501(c)(3) nonprofit, tax-exempt organization established to, “…develop and promote fairness and equality of opportunity for all persons and to advocate peaceful resolutions of disputes for community welfare and harmony," as stated in their published Mission Statement. With over 45 years of experience, the agency delivers comprehensive services including fair housing enforcement, housing counseling, dispute resolution, and mortgage intervention to communities in Northern California. Project Sentinel maintains 24 local entitlement contracts across its service areas.
Seven offices are strategically located to provide localized support, including in Modesto and Sacramento. Services are offered in English, Spanish, Hmong, Hindi and Vietnamese through existing bilingual staff, and other language interpretation is provided through Language Services City of Stockton Page 2 of 3 Printed on 6/7/2025
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ATTACHMENT A
99 File #: 25-0263, Version: 2
Associates, ensuring accessibility to diverse populations. Project Sentinel has indicated it is willing to establish a local office in Stockton to accomplish the fair housing deliverables. Staff will work with Project Sentinel to support the establishment of a local office in Stockton during its first year of operation.
Project Sentinel asserted in their proposal that they are a Qualified Fair Housing Enforcement Organization (QFHEO) by HUD. They have investigated over 300 housing discrimination complaints annually. Such case origination has resulted in significant settlements and groundbreaking decisions related to familial status, source of income, licensed home daycare and disability. They also have consistently secured Performance-Based Fair Housing Initiative Program (FHIP) grants, which could assist in leveraging funding to assist in fair housing services provided to residents of Stockton.
FINANCIAL SUMMARY
There will be no financial impact to the City’s General Fund or any other unrestricted fund as a result of this action. Funding will come from the CDBG grant funding, specifically there is sufficient funding available in the Community Development fund (230-231) to support this action.
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ATTACHMENT A
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Resolution No.
STOCKTON CITY COUNCIL
RESOLUTION AUTHORIZING AN AMENDMENT TO CONTRACT No. 426000129
WITH PROJECT SENTINEL TO ALLOCATE HOMELESS HOUSING, ASSISTANCE
AND PREVENTION (HHAP) FUNDING FOR THE TENANT LANDLORD DISPUTE
RESOLUTION PROGRAM
On May 13, 2025, Council approved the motion to allocate $200,000 in Community Development Block Grant (CDBG) funds for a multi-year contract with Project Sentinel to provide fair housing services, following a competitive Request for Proposals issued in January 2025; and
In the course of delivering fair housing services to the City of Stockton, Project Sentinel has identified a significant need for tenant-landlord counseling and mediation services to address disputes that fall outside of their current scope of work; and Project Sentinel can provide these services through the Tenant Landlord Dispute Resolution Program (Program), which will educate tenants and landlords on their rights and responsibilities, provide guidance on resolving housing related conflicts, and offer mediation aimed at preventing eviction, displacement, homelessness, and supporting housing stability throughout the City; and There are Homeless Housing, Assistance, and Prevention Program (HHAP) funds available for these additional services; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1. The City Manager, or designee, is hereby authorized to allocate HHAP funding in the amount of $215,000 to the current contract with Project Sentinel to fund the Tenant Landlord Dispute Resolution Program.
2. The City Manager, or designee, is hereby authorized to amend the current contract with Project Sentinel as shown in Exhibit 1 to this Resolution to add the Tenant Landlord Dispute Resolution Program to the scope of work.
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3. The City Manager, or designee, is hereby authorized to execute all documents and take all necessary and appropriate actions to carry out the purpose and intent of the Resolution.
PASSED, APPROVED, and ADOPTED: March 3, 2026 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
102
EXHIBIT 1
1 CITY OF STOCKTON
CDBG AGREEMENT
AMENDMENT
This Amendment Number One to the above referenced Agreement is entered into on between the City of Stockton (“City”) and Project Sentinel, Inc. (“Subrecipient”).
RECITALS
Section VII(G) states that the parties may amend the Agreement in writing; and The parties wish to amend Exhibit A, Scope of Work to include additional services for tenantlandlord counseling and dispute resolution services to educate tenants and landlords on their respective rights and responsibilities (“Additional Services”); and The City needs to extend the term stated in Section II for Subrecipient to provide the Additional Services; and
The City needs to increase the compensation, not to exceed amount stated in Section III of the Agreement and Exhibit B, Program/Project Budget by $215,000 to pay the Subrecipient for the Additional Services using Homeless, Housing Assistance, and Prevention (“HHAP”) funds; and Now therefore, the City and the Subrecipient mutually agree as follows:
1. The Recitals shall be updated to include the following additional language:
“Whereas City has applied for and received a grant from the State of California under the Homeless Housing, Assistance, and Prevention Program (“HHAP” or “Program”) pursuant to Chapter 6 (commencing with Section 50216) of Part 1 of Division 31 of the Health and Safety Code. The HHAP program is administered by the California Homeless Coordinating and Financing Council (“Council”) in the Business, Consumer Services, and Housing Agency (“Agency”).
City wishes to engage Subrecipient to provide tenant-landlord counseling and dispute resolution services to educate tenants and landlords on their respective rights and responsibilities (“Additional Services”) utilizing the City’s HHAP funds.
The Subrecipient’s Project will support regional coordination and expand and develop local capacity to address immediate homelessness challenges.
On , the Stockton City Council approved resolution number to award the Subrecipient the amount of $215,000 (“Additional Funds”) from its HHAP grant for the Additional Services.”
2. Section I, Scope of Service, A. Activities shall be updated to include the following additional language:
HHAP Program Compliance: "The Additional Services performed by Subrecipient under this Agreement must be an eligible use consistent with HSC sections 50230 et seq., City’s Standard Agreement with Agency and HHAP Program Guidance documents. Subrecipient shall comply with all of the conditions of the aforementioned documents and applicable State requirements governing the use of HHAP funds."
3. Section VIII, Administrative Requirements shall be updated to include the following additional language:
Agreement Number: Amendment Number:
426000129 1
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2 “G. HHAP Additional Services Requirements
The following requirements shall apply to the Additional Services provided under the Agreement.
1. Records. City and its designees shall have the right to review, obtain, and copy all records and supporting documentation pertaining to performance under this Agreement. Subrecipient shall provide City, or its designees, with any relevant information requested. Subrecipient agrees to give City or its designee access to its premises, upon reasonable notice and during normal business hours, for the purpose of interviewing employees who might reasonably have information related to such records, and of inspecting and copying such books, records, accounts, and other materials that may be relevant to an investigation of compliance with the HHAP Program, program documents, and this Agreement.
Subrecipient shall retain all records described above in this section for a minimum of five (5) years after the termination of this Agreement.
If any litigation, claim, negotiation, audit, monitoring, inspection, or other action has been commenced before the expiration of the required record retention period, all records must be retained until completion of the action and resolution of all issues which arise from it.
2. Financial and Performance Reports. Subrecipient shall submit to the City quarterly financial and performance reports on a form which shall be acceptable to City for the preceding period no later than October 15th (for July 1 through September 30), January 15th (for October 1 through December 31), April 15th (for January 1 through March 31), and July 15th (for April 1 through June 30) for FY 2025-2026; and October 15th (for July 1 through September 30), January 15th (for October 1 through December 31), April 15th (for January 1 through March 31), and July 15th (for April 1 through June 30) for FY 2026-2027.
Additionally, Subrecipient shall submit a final financial and performance report, on a form acceptable to City, within 30 days of project completion or within 30 days of the effective date of termination, whichever shall first occur.
Reports shall contain any information required by the Program Documents as well as any information deemed appropriate or necessary by the City or Agency. This includes, but is not limited to, the following items listed at Health and Safety Code Section 50221(a):
(A) An ongoing tracking of the specific uses and expenditures of any program funds broken out by eligible uses listed, including the current status of those funds. (B) The number of homeless individuals served by the program funds in that year, and a total number served in all years of the program, as well the homeless population served. (C) The types of housing assistance provided, broken out by the number of individuals. (D) Outcome data for an individual served through program funds, including the type of housing that an individual exited to, the percent of successful housing exits, and exit types for unsuccessful housing exits.
Subrecipient shall, at the request of City, timely supplement any report with information deemed appropriate or necessary by City.
3. HHAP Special Terms and Conditions, Homeless Management Information Systems (HMIS).
Subrecipient shall:
A. The Subrecipient must ensure that data on all persons served and all activities assisted under HHAP are entered into the applicable communitywide HMIS in the area in which those persons and activities are located, or with the express knowledge and written consent of the City, a comparable database, in accordance with HUD's standards on participation, data collection, and reporting under a 104
EXHIBIT 1
3 local HMIS. Required data elements are the Universal Data Elements (Items 3.01–3.917) and the Common Data Elements (Items 4.02–4.20 and Item W5 of the Individual Federal Partner Program Elements) drawn from the HUD HMIS Data Standards.
B. HMIS Agency Agreement. The Subrecipient shall have an agreement in place with the HMIS lead agency to participate in the regionally established HMIS system. A copy of the Subrecipient agreement with the HMIS lead agency shall be delivered to the City. In the case of Domestic Violence service providers or other agencies prohibited from entering data into HMIS, documentation from the HMIS lead agency certifying that the Subrecipient is using a comparable database shall be delivered to the City. The "HMIS lead agency" is Central Valley Low Income Housing Corporation ("CVLIHC"), which is located at 2431 W. March Lane, #350, Stockton, California 95207 (209-472-7200).
C. HMIS lnteragency Data Sharing Agreement. The Subrecipient shall enter into an interagency Data Sharing Agreement with the HMIS Lead Agency where the Subrecipient agrees to share HMIS data with other agencies regarding clients that are served in HHAP funded programs, unless prohibited by law. A copy of such agreement shall be delivered to the City.
D. HMIS Data Input. Subrecipient must enter data directly into the HMIS system, and adhere to all implementation guidelines developed under the Continuum of Care, HMIS. Participation includes, but is not limited to, the input of all programmatic and client data, the generation of all mandated monthly, quarterly and close-out reports. Subrecipient must input client data no more than forty-eight (48) hours after date of program entry. Services rendered to clients must be entered into HIMS within forty-eight (48) hours from date of services. All clients who exit the program must have updated status in HIMS within forty-eight (48) hours of actual exit date. Failure to meet the above Data Input requirements may constitute a violation of the terms and conditions of this Agreement.
E. Coordination with Continuum of Care. Subrecipient must work with the Continuum of Care ("CoC") to ensure the screening, assessment, and referral of program participants are consistent with the City’s written standards for providing assistance as described in its Consolidated Plan. The Subrecipient must keep documentation evidencing the use of, and written intake procedures for, the centralized or coordinated assessment system(s) developed by the CoC in accordance with the requirements established by HUD. See 24 CFR § 578.103.
F. Other Requirements. Subrecipient shall:
i. Perform all work in accordance with federal, state, and local housing and building codes, as applicable.
ii. Maintain at least the minimum state-required worker’s compensation for those employees who will perform the work or any part of it.
iii. Maintain, as required by law, unemployment insurance and disability insurance in an amount that is reasonable to compensate any person who may be injured or damaged in the performance of the work or any part of it.”
4. The termination date in Section II of the Agreement is amended to: June 30, 2027.
5. The not to exceed amount stated in Section III of the Agreement shall be increased to $215,000.00.
Additionally, Exhibit B, Program/Project Budget of the Agreement shall be superseded and replaced by the attached Exhibit B.
6. Exhibit A, Scope of Work shall be superseded and replaced by the attached Exhibit A.
7. All other terms and conditions of the Agreement shall remain unchanged and remain in full force and effect unless modified by a written amendment signed by both parties. 105
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4 IN WITNESS WHEREOF, the authorized parties have executed this Agreement.
SUBRECIPIENT
Project Sentinel, Inc.
____________________________________________________________________________________ Subrecipient’s Name (if other than an individual, state whether a corporation, partnership, etc.):
____________________________________________________________________________________ Authorized Signature Date
Carol Conn, Executive Director
_____________________________________________________________________________ Printed Name and Title of Person Signing
1490 El Camino Real, Santa Clara, CA 95050
____________________________________________________________________________________ Address
CITY OF STOCKTON
____________________________________________________________________________________ Johnny Ford, City Manager Date
ATTEST:
____________________________________________________________________________________ Katherine Roland, CMC, CPMC, City Clerk
APPROVED AS TO FORM:
Taryn Jones, Acting City Attorney
BY:
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5 EXHIBIT A
Scope of Work/Services and Deliverables
FY: 2025-2027
Agency Name: Project Sentinel
Program Name: Fair Housing and Tenant Landlord Services Amount of Contract: $415,000
General Scope/Services:
A. Provide comprehensive Fair Housing enforcement services: investigate housing discrimination complaints based on state/federal protected classes. Refer discrimination cases to respective agencies if case is not resolved through education/mediation services. Assist residents experiencing conflicts with their landlords, and provide mediation to prevent eviction and homelessness.
B. Audits and Testing: Conduct proactive housing discrimination audits and testing to prevent housing discrimination.
C. Education & Information & Referral: Conduct client intake for all calls related to fair housing and/or discrimination. Provide fair housing community education presentations, outreach and referrals. In the delivery and provision of education and outreach services, Subrecipient shall engage and/or provide informational presentations to local stakeholder groups and government agencies. These include but are not limited to community based organizations such as:
i. Non-profit groups: Stockton 209 Cares, NAACP Stockton Branch, Family Resource Center, Women’s Center for Youth and Families, San Joaquin County PRIDE, United Way of San Joaquin County, PREVAIL, Children’s Home of Stockton, Friends Outside, CVLIHC, Parents by Choice, among others.
ii. Affordable Housing Developers: Housing Authority of the County of San Joaquin (HACSJ), Visionary Home Builders, CVLIHC, STAND, among others.
iii. Fair Housing Stakeholders: Coordinate with City for specific engagement plan with San Joaquin Fair Housing and California Rural Legal Assistance (CRLA).
iv. Government Agencies: Informational Presentations to the Community Development Committee (CDC), Stockton City Council, San Joaquin County Continuum of Care (CoC), and other government agencies as needed.
Subrecipient shall track all instances of engagement with local stakeholder groups in the planning and delivery of the services and report to City on a quarterly basis. 2025-2026 Deliverables:
Education/Info & Referral: Provide 75 callers Intake and Referral and/or Counseling – Conduct client intake through calls and email inquiries related to fair housing and/or discrimination to determine the need for counseling and/or investigation to residents of Stockton. If applicable, intake Counselors will gather relevant documents, collect income and demographic information, and relevant correspondence.
Investigations: Conduct 8 complaint investigations (from which an enforcement action may be filed with HUD or CRD, if appropriate)
Education/Outreach: Provide 6 Public Education Workshops/Presentations/Events Audits: Conduct 4 audits to determine prima facie discriminatory practices occurring within the City of Stockton
Education/Outreach: Distribute 500 City of Stockton-branded, fair housing printed brochures Education/Outreach: Provide 1 Annual Property Provider Fair Housing training Education/Outreach: Provide 1 Fair Housing Training for staff at a community-based organization
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6 2026-2027 Deliverables:
Fair Housing Activities
o Education/Info & Referral: Provide 83 callers Intake and Referral and/or Counseling – Conduct client intake through calls and email inquiries related to fair housing and/or discrimination to determine the need for counseling and/or investigation to residents of Stockton. If applicable, intake Counselors will gather relevant documents, collect income and demographic information, and relevant correspondence. o Investigations: Conduct 9 complaint investigations (from which an enforcement action may be filed with HUD or CRD, if appropriate)
o Education/Outreach:
o Provide 7 Public Education Workshops/Presentations/Events o Audits: Conduct 5 audits to determine prima facie discriminatory practices occurring within the City of Stockton
o Distribute 550 City of Stockton-branded, fair housing printed brochures o Provide 1 Annual Property Provider Fair Housing training o Provide 1 Fair Housing Training for staff at a community-based organization Tenant Landlord Activities:
o Staffing: Hire one full-time Bilingual Conflict Resolution Specialist o Counseling: Open up to 100 cases for extensive counseling and dispute resolution (conciliation/mediation) to resolve conflicts that could lead to eviction. o Education/ Outreach:
Field 1,100 information and referral inquiries for callers to be educated about rights and responsibilities under tenant-landlord rules and laws with priority given to those at risk of homelessness; referrals to relevant government and social service resources.
Providing 10 Educational Presentations (Spanish/English) to educate the community on tenant protections and landlord obligations, which will include trainings of the same for staff at local community based organizations, Code Enforcement, Housing Authority, etc.
Distribute 1,000 brochures within the City.
Produce, post, and circulate by mail, 2 postcards campaigns to educate tenants and landlords, and raise awareness of the Program.
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EXHIBIT 1
7 EXHIBIT B
Program/Project Budget
Tenant Landlord Services
January 1, 2026 - June 30, 2027
Personnel
Executive Director $13,230.36
Tenant Landlord Dispute Resolution Director $20,835.36
Stockton Conflict Resolution Specialist (Bi-Lingual
Spanish) $98,280.00
Communications Outreach Strategist $11,905.92
Total Salaries $144,251.64
Payroll Taxes/SUI/WC/Benefits $24,522.78
Total Personnel $168,774.42
Operating Costs
Mileage/Travel @ .70/mile $1,366.94
Supplies $900.00
Printing (brochures, flyers, postcard mailers) $5,271.00 Communications $2,000.00
Equipment $2,500.00
Total Operating $12,037.94
Indirect Cost - 23.7% of Salaries $34,187.64
Total Budget $215,000.00
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City of Stockton
Legislation Text
File #: 26-0105, Version: 1
APPROVE A MOTION AUTHORIZING HYLAND ONBASE HOSTED SOLUTION AGREEMENT WITH NAVIANT, LLC.
RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Authorize the City Manager to execute an extension of the Hyland OnBase Online Hosted Solution Amendment Agreement with Naviant, LLC, extending the term through December 31, 2026, with two (2) optional one-year renewals in the amount of $96,954, for the extension, with a total contract amount of $1,110,166.14, effective April 1, 2026, through December 31, 2028. (Attachment A)
2. Approve findings for an exception to the competitive bidding process; and
3. Authorize the City Manager, or designee, to take necessary and appropriate actions to carry out the purpose and intent of this motion.
Summary
Six departments use OnBase for electronic document storage and retrieval (City Clerk, Administrative Services, Public Works, Economic Development, Municipal Utilities and Community Development).
The OnBase software stores digital copies of invoice payments, checks, procurement requisitions, contracts, permits, drawings, plans, etc. The City invested in a more comprehensive and strategic approach to electronic document management, utilizing the new Tyler Munis ERP document management system for financial documents. However, the need persists for storing historical records or ongoing usage for documents such as permits, drawings, plans, and other non-financial records.
Staff recommends continuing with Naviant, LLC as the single source for the OnBase solution through December 31, 2026, with two (2) optional one-year extensions, at a total contract amount of $1,110,166.14, effective April 1, 2026, through December 31, 2028, with $96,954 for the extension.
Also recommended is the implementation of a new pricing structure effective April 1, 2026, reducing the monthly cost for hosted imaging services and administration from $16,886.87 to $10,772.66.
DISCUSSION
Background
Six departments (City Clerk, Administrative Services, Public Works, Economic Development, Municipal Utilities, and Community Development) use OnBase to image, store, and retrieve City of Stockton Page 1 of 3 Printed on 2/26/2026
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documents and historical records. This software solution is purchased through Naviant LLC, a reseller of Hyland OnBase Online.
An agreement with NEKO Industries to provide imaging and hosting solutions was first approved in 2006 under Resolution 06-0409 and extended by Resolutions 07-0420, 08-0240, 09-0179, 09-0369, and 10-0365, and later Motions 2014-04-01-1201, 2015-03-24-1203, 2017-06-20-1104, and 2020-06- 09-1106. The hosting contract with NEKO was extended in 2015, 2017, 2020, and 2021 to maintain critical business functions and continue examining other document management systems and collaborative software as a long-term solution. In June 2021, the City brought a new five-year contract to Council for approval, which marked the start of the current agreement, through Motion 2021-06-22-1207. The current agreement with Naviant, LLC, expires on June 30, 2026.
Naviant, Inc. acquired NEKO Industries effective October 1, 2021, and subsequently changed its name from Naviant, Inc. to Naviant, LLC on December 11, 2024.
The City has implemented a new ERP system that will reduce the storage requirements and investment needed for a document management system such as OnBase, but it does not eliminate the need for storing historical records or ongoing usage for storing permits, drawings, plans, and other non-financial records.
Present Situation
The most recent agreement with Naviant expires on June 30, 2026. Staff is recommending that Council adopt findings to support an exception to the competitive bidding requirements for a solesource purchase agreement with Naviant, LLC., effective April 1, 2026, through December 31, 2028.
This amendment provides a new payment term and cost structure, reducing the monthly cost from $16,886.87 to $10,772.66 for hosted imaging services and fixed-cost storage fees. This results in estimated savings of approximately $55,000 for Year 1 and potential total cost savings of $176,000 through December 31, 2028, if the City exercises the two (2) optional one-year renewals.
Approval of the agreement with Naviant, LLC will ensure the City’s current hosted document management system is licensed and maintained.
Findings:
Stockton Municipal Code section 3.68.070.A.4 provides an exception to the competitive bidding process for sole-source vendors in cases where the City Council has approved findings that support and justify the exception. The findings are as follows:
1. The city has a continued need for an electronic document management system for a wide variety of documents that include financial and non-financial documents.
2. An agreement with Naviant, LLC (formally NEKO Industries) to provide imaging and hosting solutions was first approved in 2006, purchased under a cooperative purchasing agreement through the State of California’s Master Services Agreement (Resolution Numbers 06-0409, 07-0420, 08-0240, 09-0179, 09-0369, and 10-0365) and later through the County of Sonoma (Motion Numbers 2014-04-01-1201, 2015-03-24-1203, 2017-06-20-1104, and 2020-06-09- 1106). Lastly, with Motion 2021-06-22-1207 as a sole source.
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3. Naviant is the only authorized distributor in Northern California for the Hyland OnBase software system. Naviant is the only vendor that offers maintenance, service, and support for the Hyland OnBase solution.
4. The purchase of Hyland OnBase Online Hosted Solution is required for business continuity of six City departments (City Clerk, Administrative Services, Public Works, Economic Development, Municipal Utilities, and Community Development) that currently use OnBase to image and retrieve documents.
5. The solution is cost-effective compared to other solutions, and due to its extensive integration with existing City systems, it is cost-prohibitive to switch to a different solution.
FINANCIAL SUMMARY
The amendment increases the Not to Exceed amount to $1,110,166.14, which includes an additional $96,953.94 for the extension through December 31, 2026. Monthly services will be billed at $10,772.66 effective April 1, 2026.
If the City exercised the two (2) optional one-year extensions, the contract amount would increase by $284,298.04, bringing the total potential contract amount to $1,394,464.18, effective April 1, 2026, through December 31, 2028 (see Table 1 for pricing by year).
Table 1: Pricing for Services from April 1, 2026, through December 31, 2028 FY 2025-26 FY 2026-27
Optional
FY 2027-28
Optional
Total
Hyland OnBase Hosted
Solution
$96,953.94 $137,674.59 $146,623.45 $381,251.98
There is sufficient FY 2025-26 budget in the Technology Internal Service Fund account 3020-000- 630006-510-511. Future annual costs will be included in the annual budget development approval process.
Attachment A - Naviant Multiple Year Renewal Agreement
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1 (Rev. 01.22.2026)
CITY OF STOCKTON
STANDARD AGREEMENT AMENDMENT
This Amendment Number 4 to the above referenced Agreement is entered into on ________________ : between the City of Stockton (“City”) and Naviant LLC (“Contractor”).
RECITALS
Master Agreement, Article 5, Appendices, states all of this Agreement’s Appendices may be amended, from time to time to improve the level of service and/or communication, by mutual written agreement between the parties; and
The City needs to extend the term specified in Article 11 of the Master Agreement to December 31, 2026, and add two (2) optional one-year extensions; and
The City needs to increase the Compensation, Not to Exceed amount in Attachment A, Appendix A, Statement of Work, Section 2, by $96,953.94 to pay the Contractor for the extension through December 31, 2026, for a total aggregate amount of $1,110,166.14; and
The City needs to amend Attachment A, Appendix A, Statement of Work, Section 2.1 effective April 1, 2026 to reflect a new pricing structure for the services provided; and Now therefore, the City and the Contractor mutually agree as follows:
1. The first paragraph of Master Agreement, Article 11, Term, shall be updated and amended as follows:
“This Agreement will remain in effect through December 31, 2026 (“Expiration Date”), unless extended by mutual written agreement of the parties. This Expiration Date shall replace and supersede the expiration date written on the face of this Agreement. This Agreement provides for two (2) one (1) year extensions subject to the pricing structure outlined below and in Appendix F”
All other terms stated in Article 11 shall remain in effect. 2. Effective April 1, 2026, and continuing through the Expiration Date and any optional extension(s), Attachment A, Appendix A, Statement of Work, Section 2.1, will be updated and replaced as follows:
“2. Project Scope
2.1 Monthly hardware, software and administration services will be $10,772.66 monthly.” The table provided in Attachment A, Appendix A, Statement of Work, Section 2.1 shall be removed.
3. The not to exceed amount stated in Section III of the Agreement shall be increased to $1,110,166.14.
All other terms and conditions of the Agreement shall remain unchanged and remain in full force and effect unless modified by a written amendment signed by both parties.
IN WITNESS WHEREOF, the authorized parties have executed this Agreement.
CONTRACTOR _____________________________________________________________________________________________ Contractor’s Name (if other than an individual, state whether a corporation, partnership, etc.): _____________________________________________________________________________________________ Authorized Signature Date _____________________________________________________________________________________________ Printed Name and Title of Person Signing Agreement Number: Amendment
Number:
2021-06-22-1207 4
ATTACHMENT A
113
2 (Rev. 01.22.2026)
_____________________________________________________________________________________________ Address
CITY OF STOCKTON
_____________________________________________________________________________________________ Johnny Ford, City Manager Date ATTEST: _____________________________________________________________________________________________ Katherine Roland, CMC, City Clerk APPROVED AS TO FORM:
Taryn Jones, Acting City Attorney
BY:
ATTACHMENT A
114
Docusign Envelope ID: 5C983013-84B8-4EDF-92DC-74ECB5C7DB4E naviant'"
Multiple Year Renewal Agreement
'\CITY OF
STOCKTON
Prepared For
Chris Fipps, Program Manager II - Information Technology City of Stockton
Prepared By
Carrie Saurbeir, Senior Contract Administrator
Paul Gorman, Account Executive
Naviant, LLC
3 February 2026
n 201 Prairie Heights Drive, Verona, WI 53593
ATTACHMENT A
naviant.com
APPENDIX F
115
Docusign Envelope ID: 5C983013-84B8-4EDF-92DC-74ECB5C7DB4E City of Stockton - Multiple Year Renewal Agreement 3 February 2026 This is a Renewal of the Software Subscription Agreement dated 3 February 2026 ("Renewal") and is made and entered into effective as of the date that the last party to sign this Renew a l has executed the same (as indicated by the date entered by such party with its signature below) (the "Renewal Effective Date"), by and between Naviant, LLC (hereinafter referred to as "Naviant") and City of Stockton (hereinafter referred to as "Customer").
RECITALS:
WHEREAS, Naviant and Customer wish to enter into this Renewal to set forth their mutual understanding in connection with th e a gr e e d u po n renewal p er i o d and special pricing for the r e n e w a l p e r i o d payable by Customer to Naviant as set forth herein; WHEREAS, Customer and Naviant entered into Standard Terms and Conditions dated February 16, 2022, whereby Customer agreed to abide by the provisions set forth in the SLA Provisions, PMA Provisions, as well as Subscription Maintenance, if applicable, as those terms are referenced in the Subscription Agreement or EULA, and for which those terms will continue to apply except as specifically noted below.
NOW, THEREFORE, the parties mutually agree as follows:
RENEWAL TERM: The original Software Subscription Agreement term is hereby renewed for a 6-month renewal from July 1, 2026 through December 31, 2026, with two optional one-year renewal terms thereafter. Pricing for services from April 1, 2026 through June 30, 2026, and through the remainder of the 6-month renewal term through December 31, 2026 shall be as outlined below. Revised pricing will be effective April 1, 2026, and with up to two optional one-year renewal extensions, ending on December 31, 2028.
PRICING FOR RENEWAL TERM: Provided Customer is in compliance with the terms of the Standard Terms and Conditions dated February 16, 2022, Naviant has agreed to invoice Customer monthly and Customer shall pay the following Software Subscription Agreement Fees for each Subscription periods monthly, which represents a locked 6.5% increase in pricing:
TERM: AMOUNT
04/01/2026-12/31/2026 On Base Subscription: $82,328.94 + SLA: $14,625.00 = Total: $96,953.94 Prorated rate (Annual Rate: On Base $109,771.92 + SLA $19,500) 01/01/2027 -12/31 /2027 On Base Subscription: $116,907.09 + SLA: $20,767.50 = Total: $137,674.59 01 /01 /2028-12/31 /2028 On Base Subscription: $124,506.06 + SLA: $22,117.39 = Total: $146,623.45 The aforementioned pricing is contingent upon a six-month renewal from July 1, 2026 through December 31, 2026, with revised pricing and terms for April 1, 2026 through the original term ending June 30, 2026, with two one-year renewal options (33 total months) subscription renewal commitment for the stated Renewal Term. Any additions made to Customer's On Base system or subscription agreements are not included in the subscription pricing above.
Pricing is based on a Hyland On Base system as it exists as of the Renewal Effective Date and is subject to change with additional purchases or changes. Any applicable Extended Support Fee (ESF) is not included in the pricing. Will be charged by Hyland as applicable.
Naviant, LLC - Confidential 2 Version 10.25
APPENDIX F ATTACHMENT A
116
Docusign Envelope ID: 5C983013-84B8-4EDF-92DC-74ECB5C7DB4E ATTACHMENT A City of Stockton - Multiple Year Renewal Agreement 3 February 2026 Subscription pricing includes the following modules and storage:
DPIPW1 SAAS Document Import Processer Qty 1
DSIPW1_SAAS Disconnected Scanning (1) Qty 1
DSIPW2_SAAS Disconnected Scanning (2+) Qty 11
GV-B-MU2_SAAS Local Government Bundle Qty 1
GV-B-MU2-CTIPC1 SAAS Local Government Concurrent Client Qty30 GV-B-MU2-DSIPW2 SAAS Local Government Disconnected Scanning Qty 1 WTIPW1_SAAS Web Server Qty 1
HYCLD-STRG-TB-PTN R Additional Cloud Storage TB Qty4
PERMISSION TO ISSUE INVOICE: Customer acknowledges and agrees that, as of the Renewal Effective Date, Naviant is permitted to invoice Customer for the matters described herein and as more particularly set forth in this Renewal.
OTHER TERMS UNAFFECTED: All terms, provisions and obligations of the parties contained in the Software Subscription Agreement, as well as the Standard Terms and Conditions, not specifically modified herein shall remain in full force and effect.
Naviant, LLC - Confidential 3 Version 10.25
APPENDIX F
117
Docusign Envelope ID: 5C983013-84B8-4EDF-92DC-74ECB5C7DB4E ATTACHMENT A City of Stockton - Multiple Year Renewal Agreement 3 February 2026
SIGNATURE PAGE
CUSTOMER NAME
City of Stockton
PROJECT CONTACT
Chris Fipps
BILLING ADDRESS (only required for New Customers) SHIPPING ADDRESS
ATTENTION ATTENTION
SPECIAL INSTRUCTIONS
PURCHASE ORDER (PO) REQUIREMENT
Is a PO Required by Customer? □ Yes □ No Purchase Order# This Renewal Agreement represents the final description and scope of the agreement between the parties. Any previous drafts of this agreement or previous documents used to evaluate this project are not part of this agreement. Naviant will not be obligated to accept any agreement which has not been signed and returned by Customer to Naviant within thirty (30) days from the date on this Renewal Agreement.
This Renewal Agreement has been prepared in accordance with Naviant's understanding of Customer requirements based on the information provided by Customer to Naviant. Therefore, it is understood and agreed that any additional hardware, software, professional services, and maintenance requests above and beyond the original scope of this Agreement will be billed in addition to those listed in this Agreement
If a PO is required, the PO number must be inserted above upon Customer's execution of this Agreement. Any terms and conditions appearing in any PO shall have no effect unless agreed to in writing by both parties hereof.
Upon signed acceptance, please return the entire document to "Attention: Naviant Sales Support" via email or fax at [email protected] or 608-848-0901. Acceptance creates a binding contract.
CUSTOMER NAVIANT, LLC
NAME: NAME: Jason Bruner
TITLE: TITLE:
CFO
SIGNATURE: SIGNATURE: l]::::gn�
DATE: DATE: '--343AB47C5BBD461 ...
2/3/2026
Naviant, LLC - Confidential 4 Version 10.25
APPENDIX F
118
City of Stockton
Legislation Text
File #: 26-0212, Version: 1
ADOPT A RESOLUTION APPOINTING THE CITY’S COLLECTIVE BARGAINING
REPRESENTATIVES AND DELEGATING AUTHORITY TO NEGOTIATE WITH CITY LABOR GROUPS
RECOMMENDATION
It is recommended that the City Council adopt a resolution to:
1. Appoint the City’s Labor Relations Team, consisting of the Chief Negotiator, Director of Human Resources, and Human Resources Labor Representatives, as the exclusive authorized collective bargaining representatives for the City of Stockton;
2. Delegate authority to the City’s designated representatives to conduct meet-and-confer negotiations with recognized employee organizations and to reach tentative agreements, subject to the City Council ratification in open session; and
3. Establish guidelines for City Council Member communications and conduct during active labor negotiations to ensure compliance with the Meyers-Milias-Brown Act (MMBA) and to maintain the confidentiality and integrity of the collective bargaining process.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.
Summary
City employees are represented by nine (9) officially recognized employee organizations. Under the MMBA, these organizations have the right to collectively bargain with the City regarding wages, hours, and other terms and conditions of employment, which are memorialized in Memoranda of Understanding (MOUs).
This resolution formally designates the City’s Labor Relations Team, including the Chief Negotiator, Director of Human Resources, and Human Resources Labor Representatives, as the exclusive representatives authorized to conduct negotiations on behalf of the City of Stockton. This resolution also establishes protocols to ensure consistent communication, protect confidential negotiations, and support orderly labor relations.
DISCUSSION
Background
The City periodically engages in collective bargaining with its employee organizations as MOUs are City of Stockton Page 1 of 3 Printed on 2/26/2026
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set to expire. Effective and coordinated negotiations require a clear structure for authority, communication, and Council direction. The proposed resolution provides for the following:
· Confirms that the Labor Relations Team will receive negotiation direction from the City Council in closed session.
· Authorizes that team to reach tentative agreements, which remain non-binding until formally ratified by the City Council in open session.
· Reinforces that closed session discussions are confidential and protected by law. · Ensures compliance with the MMBA by preventing direct dealing between Council Members and employee organizations outside the formal negotiation process.
Present Situation
The City of Stockton is preparing to engage in collective bargaining with its nine (9) recognized employee organizations which include:
o Stockton City Employees’ Association (SCEA)
o Mid-Management / Supervisory Level (B&C)
o Operations and Maintenance (O&M)
o Trades and Maintenance (T&M)
o Water Supervisory Unit
o Stockton Firefighters Local 456 (Fire)
o Stockton Fire Management Unit
o Stockton Police Officers’ Association (SPOA)
o Stockton Police Management Association (SPMA)
To ensure a coordinated, lawful, and effective bargaining process, it is necessary for the City Council to formally designate the City’s authorized representatives and establish clear parameters for Council involvement during negotiations. The MMBA requires the City to negotiate through its designated representatives and prohibits direct dealing or attempts to bypass those representatives. Additionally, negotiation strategy and direction are appropriately provided by the City Council in closed session, and the confidentiality of those discussions must be maintained.
FINDINGS
The resolution establishes the following guidelines for Council Members during active negotiations:
a) No Council Member shall discuss or attempt to directly negotiate with any member of a City employee organization once the City has started negotiations with that organization and until a final agreement has been reached for that labor group.
b) All discussions and Council direction for labor collective bargaining shall take place with the City's representatives during closed session meetings of the City Council. c) No Council Member shall disclose any discussion that takes place in closed session unless a City of Stockton Page 2 of 3 Printed on 2/26/2026
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majority of the entire Council authorizes.
d) Any attempt by a member of an employee organization to discuss a meet and confer issue with a Council Member shall be promptly reported to the City Council. e) Council Members shall refrain from discussions with the press on meet and confer issues until a final agreement has been reached for that labor group, unless a majority of the entire Council authorizes.
f) Prior to the initiation of meet and confer negotiations or following the approval of final agreement for that labor group, Council Members are free to discuss and state their views on all issues that pertain to the meet and confer process and to the agreement, and all other matters as long as confidential communications are not divulged. g) For the purposes of these guidelines, "member of an employee organization" shall include any employee in a classification that is included in the bargaining unit, any person who represents the employee organization during the meet and confer process, any employee, officer, or agent of the employee organization, and any spouse, or other close relative of any of the aforementioned, and any person who approaches a Council Member (or whom a Council Member approaches) on behalf of any of the aforementioned.
These guidelines support compliance with state labor law, protect the integrity of the bargaining process, and promote consistent and effective labor relations.
FINANCIAL SUMMARY
Adoption of this resolution has no direct fiscal impact. Fiscal impacts with negotiated labor agreements will be presented to the City Council at the time tentative agreements are brought forward for approval.
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Resolution No.
STOCKTON CITY COUNCIL
RESOLUTION APPOINTING THE CITY’S COLLECTIVE BARGAINING
REPRESENTATIVES AND DELEGATING AUTHORITY TO NEGOTIATE WITH CITY
LABOR GROUPS
For purposes of collective bargaining (negotiations), City employees are represented by nine (9) different officially recognized employee organizations (Employee Associations or Unions). Under state law, these employee organizations have the right to collectively bargain wages, hours, and other terms and conditions of employment. These negotiated terms are contained in a labor agreement often referred to as a Memorandum of Understanding, (“MOU”); and
To facilitate these negotiations, the City has designated its official representatives for collective bargaining. The City’s representatives shall receive their direction for negotiations from the City Council in closed session and shall have delegated authority to reach Tentative Agreements with employee organizations, which are non-binding until ratified by the City Council in open session; and
Closed session discussions are protected by law, and violating closed session confidentiality may result in removal from office and a criminal misdemeanor charge.
Additionally, the Meyers-Milias-Brown Act (MMBA) prohibits direct dealing or attempting to bypass the designated representatives for collective bargaining; and To promote and further the harmonious and orderly conduct of labor relations, the City Council agrees to direct all labor negotiations regarding wages, hours, and terms and conditions of employment to the City’s designated labor representatives and additionally to follow the guidelines below during active negotiations; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:
1) The City Council appoints the City’s established Labor Relations Team, comprised of the Chief Negotiator, Director of Human Resources, and Human Resources Labor Representatives, as the exclusive authorized collective bargaining representatives for the City of Stockton.
2) The City Council members agree to follow the guidelines below while the City is actively in the process of collectively bargaining with City employee organizations:
a) No Council Member shall discuss or attempt to directly negotiate with any member of a City employee organization once the City has 122
started negotiations with that organization and until a final agreement has been reached for that labor group.
b) All discussions and Council direction for labor collective bargaining shall take place with the City's representatives during closed session meetings of the City Council.
c) No Council Member shall disclose any discussion that takes place in closed session unless a majority of the entire Council authorizes. d) Any attempt by a member of an employee organization to discuss a meet and confer issue with a Council Member shall be promptly reported to the City Council.
e) Council Members shall refrain from discussions with the press on meet and confer issues until a final agreement has been reached for that labor group, unless a majority of the entire Council authorizes. f) Prior to the initiation of meet and confer negotiations or following the approval of final agreement for that labor group, Council Members are free to discuss and state their views on all issues that pertain to the meet and confer process and to the agreement, and all other matters as long as confidential communications are not divulged. g) For the purposes of these guidelines, "member of an employee organization" shall include any employee in a classification that is included in the bargaining unit, any person who represents the employee organization during the meet and confer process, any employee, officer, or agent of the employee organization, and any spouse, or other close relative of any of the aforementioned, and any person who approaches a Council Member (or whom a Council Member approaches) on behalf of any of the aforementioned.
PASSED, APPROVED, and ADOPTED March 3, 2026 .
CHRISTINA FUGAZI
Mayor of the City of Stockton
ATTEST:
KATHERINE ROLAND, CMC, CPMC
City Clerk of the City of Stockton
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City of Stockton
Legislation Text
File #: 26-0169, Version: 1
APPROVE MOTION TO REJECT BIDS FOR THE GRUPE PARK PICKLEBALL COURTS
PROJECT
RECOMMENDATION
It is recommended that the City Council approve a motion to reject all bids received for the Grupe Park Pickleball Courts, Project No. WP25033, pursuant to Stockton Municipal Code section 3.68.160 (B).
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Summary
The Grupe Park Pickleball Courts project will remove the three existing tennis courts and install 10 new permanent pickleball courts, new fencing, and new benches at Grupe Park (Attachment A).
These courts will be the first dedicated pickleball courts at a City park.
On January 22, 2026, the City received three bids for this project. CWS Construction Group, Inc. of Novato, CA, the apparent lowest bidder, submitted a bid in the amount of $207,484, but requested a bid relief due to a bid error (Attachment B).
Swierstok Enterprise, Inc. dba Pro Builders of Orangevale, CA, the apparent second lowest and responsive bidder, submitted a bid in the amount of $394,386, which is approximately 34 percent higher than the Engineer’s Estimate. There are insufficient funds to award the project for this bid amount.
Pursuant to Stockton Municipal Code (SMC) section 3.68.160(B), staff recommends Council approve a motion to reject all bids received. The project will be re-advertised at a later date with a revised scope to possibly receive more favorable bids within the available budget.
DISCUSSION
Background
On July 9, 2024, by Resolution No. 2024-07-09-1508, Council allocated $3 million in discretionary funding for various Council priority projects Citywide. The funding provided $302,500 for the Grupe Park Pickleball Courts project. Design of the Grupe Park Pickleball Courts project was completed in December 2025, and the project was advertised for construction bids.
The project will remove the three existing tennis courts and install 10 new permanent pickleball courts at Grupe Park (Attachment A). The project includes removing the existing tennis court posts, City of Stockton Page 1 of 2 Printed on 2/26/2026
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installing a new high-galvanized chain-link fence, and modifying the existing perimeter fence. The existing benches will also be removed, and new benches will be installed. A new electrical conduit will be installed for future electrical work. These courts will be the first dedicated pickleball courts at a City park.
Present Situation
On December 18, 2025, the Grupe Park Pickleball Courts, Project No. WP25033, was advertised for bids. On January 22, 2026, three bids were received with the following results:
COMPANY NAME BID AMOUNT
CWS Construction Group, Inc.
(Novato, CA) $207,484
Swierstok Enterprise, Inc. dba Pro Builders
(Orangevale, CA) $394,386
Zara Construction, Inc.
(Sacramento, CA) BLANK
Engineer’s Estimate $293,957
The requirements of SMC section 3.68.090, Local Business Preference, apply to this project.
However, all the bidders are located outside the City of Stockton and San Joaquin County and are not entitled to a bid preference. The Local Employment Ordinance, SMC section 3.68.095, also applies to this contract.
CWS Construction Group, Inc. of Novato, CA, the apparent lowest bidder, submitted a bid in the amount of $207,484, but requested a bid relief due to a bid error (Attachment B).
Swierstok Enterprise, Inc. dba Pro Builders of Orangevale, CA, the apparent second lowest and responsive bidder, submitted a bid in the amount of $394,386, which is approximately 34 percent higher than the Engineer’s Estimate. Zara Construction, Inc.’s bid was non-responsive due to a blank bid form. There are insufficient funds to award the project for this bid amount.
SMC section 3.68.160(B) provides that Council shall award a contract to the lowest and best regular responsible bidder or reject all bids. Staff recommends Council approve a motion to reject all bids received. The project will be re-advertised at a later date with a revised scope to possibly receive more favorable bids within the available budget.
FINANCIAL SUMMARY
There are sufficient funds in the Grupe Park Pickleball Courts, Project No. WP25033, for the readvertisement process.
Attachment A - Vicinity Map
Attachment B - Bid Relief Letter from CWS Construction Group, Inc.
City of Stockton Page 2 of 2 Printed on 2/26/2026
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Grupe Park Pickleball Courts, Project No. WP25033
CITY OF STOCKTON
DEPARTMENT OF PUBLIC WORKS
D
PROJECT LOCATION
LEGEND
Parks
Project Location
5818 Cumberland Pl, Stockton, CA 95219
ATTACHMENT A
126
ATTACHMENT B
127
City of Stockton
Legislation Text
File #: 26-0147, Version: 1
APPROVE MOTION TO AUTHORIZE PROFESSIONAL SERVICES CONTRACT AMENDMENT NO. 2 FOR THE FRENCH CAMP ROAD AND MCDOUGALD BOULEVARD TRAFFIC SIGNAL
PROJECT
RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.
2. Authorize the City Manager to execute Professional Services Contract Amendment No. 2 in the amount of $73,183 with W-Trans, Inc. for environmental clearance for the French Camp Road and McDougald Boulevard Traffic Signal, Project No. WT18023.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Summary
The intersection of French Camp Road and McDougald Boulevard is located in the Weston Ranch neighborhood of the City (Attachment A). On October 19, 2023, the City advertised a Request for Proposals (RFP) for professional design services for the French Camp Road and McDougald Boulevard Traffic Signal, Project No. WT18023. On November 15, 2023, two firms submitted proposals for this project. The Selection Committee evaluated the proposals and found W-Trans, Inc. to be the most qualified and highest ranked firm.
On February 16, 2024, the City Manager approved a Professional Services Contract in the amount of $85,832 to W-Trans, Inc. of Oakland, CA, for professional design services for the French Camp Road and McDougald Boulevard Traffic Signal, Project No. WT18023. The design was completed in September 2024.
On January 23, 2025, the City Manager administratively approved Professional Services Contract Amendment No. 1 in the amount of $8,910. This amendment was to complete the Congestive Mitigation Air Quality (CMAQ) grant application on behalf of the City. In 2025, the CMAQ grant application was successful, and the project was awarded the full amount of $1,107,000 for construction. Before CMAQ is funded, environmental clearance must comply with federal National Environmental Policy Act (NEPA) standards before the project can proceed with construction.
Professional Services Contract Amendment No. 2 in the amount of $73,183 is for environmental clearance. This amendment requires Council authorization as the cumulative amount for City of Stockton Page 1 of 3 Printed on 2/26/2026
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File #: 26-0147, Version: 1
professional services exceeds the administrative change order authority available.
It is recommended that Council approve a motion authorizing the City Manager to execute Professional Services Contract Amendment No. 2 in the amount of $73,183 with W-Trans, Inc. for NEPA environmental clearance for the French Camp Road and McDougald Boulevard Traffic Signal, Project No. WT18023 (Attachment B).
DISCUSSION
Background
The intersection of French Camp Road and McDougald Boulevard is located in the Weston Ranch neighborhood of the City (Attachment A). In the City’s 2019 Traffic Signal and Roundabout Priority Study, it was determined that this intersection met warrants for a traffic signal and was ranked high on the priority list. In 2023, the City converted the intersection from one-way to all-way stop controlled as an interim solution to improve safety and reduce delay at the intersection. Design of a traffic signal was started in February 2024 with the intent of applying for construction grant funding.
On October 19, 2023, the City advertised an RFP for professional design services for the French Camp Road and McDougald Boulevard Traffic Signal, Project No. WT18023. On November 15, 2023, two firms submitted proposals for this project. The Selection Committee evaluated the proposals and found W-Trans, Inc. to be the most qualified and highest ranked firm.
On February 16, 2024, the City Manager approved a Professional Services Contract in the amount of $85,832 to W-Trans, Inc. of Oakland, CA, for professional design services for the French Camp Road and McDougald Boulevard Traffic Signal, Project No. WT18023. The design was completed in September 2024.
On January 23, 2025, the City Manager administratively approved Professional Services Contract Amendment No. 1 in the amount of $8,910. This amendment was to complete the CMAQ grant application on behalf of the City. In 2025, the CMAQ grant application was successful, and the project was awarded the full amount of $1,107,000 for construction.
Present Situation
The design scope included completing environmental clearance per the California Environmental Quality Act. The CMAQ funding for construction is federal funding that requires compliance with federal NEPA standards before the project can proceed with construction. Complying with NEPA will generally require more technical studies and coordination with Caltrans. The following studies, at a minimum, are needed to achieve approval: PM10/PM2.5 Interagency Consultation to address Air Quality and Conformity, Phase I Initial Site Assessment Memorandum to address hazardous materials, and Community Impacts Technical Memo.
Professional Services Contract Amendment No. 2 in the amount of $73,183 is for environmental clearance. This amendment requires Council authorization as the cumulative amount for professional services exceeds the administration change order authority available.
It is recommended that Council approve a motion authorizing the City Manager to execute City of Stockton Page 2 of 3 Printed on 2/26/2026
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File #: 26-0147, Version: 1
Professional Services Contract Amendment No. 2 in the amount of $73,183 with W-Trans, Inc. for NEPA environmental clearance for the French Camp Road and McDougald Boulevard Traffic Signal, Project No. WT18023 (Attachment B).
Findings
Pursuant to Stockton Municipal Code (SMC) section 3.68.070, Council may approve findings which support an exception to the competitive bidding process. These findings include:
1. The City does not have the expertise to perform the tasks outlined in the scope of work.
2. Use of the RFP process is appropriate for this Professional Services Contract because it relies on the evaluation of professional qualifications and performance as the basis for selection of a vendor. Use of the criteria helps ensure selection of a vendor that will provide the highest quality professional service, which is in the public interest.
3. The City negotiated a contract following solicitation of competitive proposals in accordance with SMC section 3.68.070.A.3.
FINANCIAL SUMMARY
There is sufficient funding in the French Camp Road and McDougald Boulevard Traffic Signal, Project No. WT18023, to approve Professional Services Contract Amendment No. 2 with W-Trans, Inc. in the amount of $73,183. With approval of Professional Services Contract Amendment No. 2, the revised contract amount with W-Trans, Inc. will be increased to $167,925.
Attachment A - Vicinity Map
Attachment B - Professional Services Contract Amendment No. 2 with W-Trans, Inc.
City of Stockton Page 3 of 3 Printed on 2/26/2026
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FRENCH CAMP ROAD MCDOUGALD BLVD
FRENCH CAMP ROAD & MCDOUGALD BOULEVARD TRAFFIC SIGNAL
CITY PROJECT NO. WT18023
CITY OF STOCKTON
DEPARTMENT OF PUBLIC WORKS
ATTACHMENT A
VICINITY MAP
NOT TO SCALE
N PROJECT LOCATION
CITY LIMITS
NEW TRAFFIC SIGNAL
131
ATTACHMENT B
132
ATTACHMENT B
133
ATTACHMENT B
134
ATTACHMENT B
135
ATTACHMENT B
136
ATTACHMENT B
137
ATTACHMENT B
138
City of Stockton
Legislation Text
File #: 26-0148, Version: 1
APPROVE MOTION TO AUTHORIZE A COOPERATIVE PURCHASE AGREEMENT FOR THE
PURCHASE OF POST-TOP SOLAR LIGHTS
RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings pursuant to Stockton Municipal Code 3.68.070 in support of an exception to the competitive bidding process.
2. Approve the use of a Cooperative Purchase Agreement through Omnia Partners, Contract No.
EV2370, with Graybar Electric Company, Inc., in the not to exceed amount of $493,501.30, for the purchase of post-top solar lights.
3. Authorize the City Manager to execute a Cooperative Purchase Agreement with Graybar Electric Company, Inc. of Sacramento, CA, in the not to exceed amount of $493,501.30, for the purchase of post-top solar lights.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Summary
The proposed Cooperative Purchase Agreement (COOP) with Graybar Electric Company, Inc. is for the purchase of 133 post-top solar lights to be installed along the Weston Ranch Greenbelt (Attachment A). The Graybar Electric Company, Inc. agreement was established through a competitive bid process conducted by Omnia Partners, based in Franklin, Tennessee.
On February 18, 2025, by Motion No. 2025-02-18-1202, Council approved a contract with Fonroche Lighting America for the purchase of solar lights to be installed along the Weston Ranch Greenbelt.
However, during the field meeting with Pacific Gas and Electric Company (PG&E), it was determined that the lights purchased did not meet the minimum height requirements under a PG&E transmission line. Due to safety risks, including high voltage, induction, and maintenance access, the lights did not meet the strict vertical and horizontal clearance requirements. The City found a new alternative to replace the post-top only within the Weston Ranch Greenbelt.
Omnia Partners is a national cooperative procurement organization that offers publicly solicited contracts to government entities nationwide. Use of a COOP streamlines administrative costs and procedures and takes advantage of volume purchasing while maintaining the integrity of the competitive bidding process.
City of Stockton Page 1 of 3 Printed on 2/26/2026
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File #: 26-0148, Version: 1
It is recommended that Council approve a motion authorizing the City Manager to execute a COOP through Omnia Partners with Graybar Electric Company, Inc., in the not to exceed amount of $493,501.30, for the purchase of post-top solar lights (Attachment B).
Work is anticipated to begin and be completed by summer 2026.
DISCUSSION
Background
Public Works is responsible for the operation and maintenance of 63 parks, 159 courts (tennis, basketball, and handball), and approximately 717 lights within the City’s parks and public spaces.
The copper wires that conduct electricity to the lights are accessed by pull boxes located next to the lights. Wire thieves break into the pull boxes to steal wire and sell it to recyclers as scrap metal.
Light wire theft has increased dramatically in the last decade, coinciding with the increase in copper value. This is not unique to Stockton; it is an issue that other agencies and industries must contend with nationwide.
On February 18, 2025, by Motion No. 2025-02-18-1202, Council approved a contract with Fonroche Lighting America for the purchase of solar lights to be installed along the Weston Ranch Greenbelt.
The solar lights were designed to provide 100 percent off-grid solar lighting, eliminating the need for copper wiring.
During the field meeting with PG&E, it was determined that the lights purchased did not meet the minimum height requirements under a PG&E transmission line. The poles were designed to be 20 feet in height. However, the clearance requirement between the pole and the high-voltage transmission line is 10 feet. This requires strict safety protocols during construction and ongoing maintenance, creating operational and safety challenges. The City requested a refund from Fonroche Lighting America, which was received on January 16, 2026.
In June 2025, staff installed two post-top solar lights along the Weston Ranch Greenbelt between Henry Long Boulevard and Sacchetti Circle as a pilot project. Staff evaluated the performance of the solar lights over a six-month period and determined that the post-top fixtures are well-suited for the area due to their light output, ease of installation, and long-term maintenance considerations.
Omnia Partners is a national cooperative procurement organization that offers publicly solicited contracts to government entities nationwide. Use of a COOP streamlines administrative costs and procedures and takes advantage of volume purchasing while maintaining the integrity of the competitive bidding process. Omnia Partners has Contract No. EV2370, with Graybar Electric Company, Inc., for electrical lighting, data communications, and security products and related products, services, and solutions.
Present Situation
Due to vandalism and copper wire theft, numerous lights along the Weston Ranch Greenbelt need to be replaced. In an effort to combat vandalism and reduce maintenance costs, Public Works is recommending installing post-top solar lighting within the Weston Ranch Greenbelt (Attachment A).
Graybar Electric Company, Inc. provides 100 percent off-grid post-top solar lighting systems, City of Stockton Page 2 of 3 Printed on 2/26/2026
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eliminating the need to install new foundations and poles and to run copper wire. Post-top solar lighting will be installed using existing concrete foundations and poles, making them difficult to access and vandalize.
Standard lead time for materials is 12 weeks upon issuance of the contract. City staff will begin installing the post-top solar lighting once all materials arrive. Work is anticipated to begin and be completed by summer 2026.
It is recommended that Council approve a motion authorizing the City Manager to execute a COOP through Omnia Partners with Graybar Electric Company, Inc., in the not to exceed amount of $493,501.30, for the purchase of post-top solar lights (Attachment B).
Findings
Pursuant to Stockton Municipal Code section 3.68.070, Council may approve findings which support an exception to the competitive bidding process. These findings include:
1. Omnia Partners, through the University of California Procurement Services, the lead public agency, established a COOP for electrical lighting, data communications, and security products and related products, services, and solutions, Contract No. EV2370.
2. The Request for Proposals (RFP) specifications used by Omnia Partners were assessed against the City’s standard RFP process and industry standards of quality and efficiency. The Procurement Division of the Administrative Services Department has determined that the contract meets the obligations of City procurement requirements.
3. Taking advantage of the leveraged procurement agreement negotiated by Omnia Partners will save the administrative expense of City staff conducting a separate procurement.
FINANCIAL SUMMARY
There are sufficient funds available in the Weston Ranch Area Improvements, Project No. WP18004, to award a contract to Graybar Electric Company, Inc. of Sacramento, CA, in the not to exceed amount of $493,501.30.
Attachment A - Project Vicinity Map
Attachment B - COOP with Graybar Electric Company, Inc.
City of Stockton Page 3 of 3 Printed on 2/26/2026
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PURCHASE OF POST-TOP SOLAR LIGHTS
Legend
Project Limit
County Limits :
0 0.1 0.2 0.4 0.6 0.8
Miles
CITY OF STOCKTON
DEPARTMENT OF PUBLIC WORKS
ATTACHMENT A
142
1. 2.
3. 4.
5. 6.
7. 8.
9. CITY OF
STOCKTON COOPERATIVE/PIGGYBACK PURCHASE AGREEMENT
AGREEMENT SUMMARY:
Cooperative/Piggyback Omnia Partners and City of Kansas City, MO Name:
Contractor: Graybar Electric Company, Inc.
Cooperative Agency EV2370 Electrical, lighting, data communications Agreement Name and and security products and related products, Agreement Number: services and solutions Cooperative Agency Initial Start Date: February 1, 2018 Agreement Term: End Date: January 31 , 2023
Cooperative Agency's
Agreement-Options to
Option to renew for three (3) additional two-year
periods through January 31, 2029 extend:
Cooperative Agency Amendment No. 1 and Amendment No. 2 extends Amended Term: the Contract to January 31, 2029
Cooperative Agency No Extensions Remaining
Remaining Options to
Renew:
City of Stockton Start Date: Upon execution
Cooperative Purchase End Date: January 31, 2029 Agreement Term:
City of Stockton Not to Exceed $493,501.30 for the term of the Cooperative/ Piggyback Agreement Purchase Agreement
Amount:
(Rev. 1.14.2026)
ATTACHMENT B
143
AGREEMENT
The City of Stockton, a California -municipal corporation on behalf of itself and its associated entities ("City"), and the above-named Contractor ("Contractor''), do. hereby agree that City shall be granted the pricing, terms, and conditions under the above referenced EV2370 Electrical, lighting, data communications and security products and related products, services and solutions ("COOP") as such may be amended from time to time. The COOP and associated documents referenced in the agreement are incorporated herein as Exhibit A to this City Cooperative/Piggyback Purchase Agreement ("Agreement").
Contractor shall grant such pricing, terms, and conditions to City for all procurements of goods and services, whether taking place on a City purchase order, purchasing card (credit card), or other purchasing modality, whether via telephone, via the Contractor website, or via direct purchase at a Contractor retail location.
1. Agreement Term: The Term of this Agreement shall remain in effect from date of the signing of this Agreement through January 31, 2029, unless terminated earlier by the City.
2. Insurance and Hold Harmless: In addition to the ·pricing, terms and conditions stated in the COOP and the associated documents incorporated herein as Exhibit A, Contractor shall, at Contractor's sole cost and expense and for the full term of the Agreement or any extension thereof, obtain and maintain at least all the insurance requirements listed in attached Exhibit B.
To the fullest extent permitted by law, Contractor shall hold harmless, defend and indemnify City of Stockton and its officers, officials, employees and volunteers from and against any and all liability, loss, damage, expense, costs (including without limitation costs and fees of litigation) of every nature arising out of or in connection with Contractor's performance of work hereunder or its failure to comply with any of its obligations contained in the agreement, except such loss or damage which was caused by the sole negligence or willful misconduct of the City of Stockton. This obligation is independent of, and shall not in any way be limited by, the minimum Insurance obligations contained in this Agreement. These obligations shall survive the completion or termination of this Agreement.
3. Compensation: City and Contractor do hereby enter into this Agreement for electrical lighting, data communications and security products and related products, services and solutions available in the above-named COOP and associated documents incorporated herein as Exhibit A and referenced in the attached quote Exhibit C. In no way, shall payment to the Contractor during the term of this Agreement exceed $493,501.30 for the purchase of post-top solar lights. Any person signing this Agreement on behalf of City or Contractor does warrants that he or she has full authority to do so.
2 (Rev. 1.14.2026)
ATTACHMENT B
144
4. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue for all claims in the Superior Court of the County of San Joaquin, Stockton Branch or, where applicable, in the Federal District Court of California, Eastern District, Sacramento Division ..
5. Applicable Law. Deliverables must conform with all applicable federal, state, and local laws. Such conformity includes compliance with federal sanctions, and Contractor certifies that it has not and will not engage in prohibited transactions with sanctioned. persons or entities.
6. Special Funding. If Special Funding is applicable, Exhibit D - Special Funding Terms & Conditions are incorporated herein.
This Agreement may be amended only by a written amendment, consistent with the COOP, signed by Contractor and City.
CITY OF STOCKTON
Johnny Ford, City Manager
Date: ______ _
ATTEST:
Katherine Roland, CMC, CPMC, City Clerk
APPROVED AS TO FORM:
Taryn N. Jones, Acting City Attorney
Print name
(Rev. 8.25.2025)
CONTRACTOR NAME.
By
: __ s_�_tr:_n_�_tw ___ _
Signature if=-
Scott Foley
Print name
Title: Branch Manager
[If Contractor is a corporation, signatures must
comply with Corporations Code §313]
By: ---------
Signature
Title:
ATTACHMENT B
145
EXHIBIT A
FULLY EXECUTED COOPERATIVE CONTRACT
(Rev. 8.25.2025)
ATTACHMENT B
146
DocuSlgn Envelope ID: 4A0.26838-AE8M9FH947-810B30E1BSDO STANDARD Cl1Y CONTRACT
MASTER CONTRACT FOR PRODUCTS AND SERVICES • THE CITY OF KANSAS CITY, MISSOURI CONTRACT NO.: EV2370
TITLE/DESCRIPTION: ElactrJcal, Lighting, Data Communications and S11curlty Productf and Related Products, S,rylcp gnd Solutfons
THIS Contract is between KANSAS CITY, MISSOURI, a constitutionally chartered municipal corporation ("CITY"), and Graybar Electric Company, Inc. (
11CONTRACTOR").
Sec. 1. The. Contract. The Contract between the CITY and CONTRACTOR consists of the following Contract Documents:
(a) this Contract;
(b) CONTRACTOR'S Proposal dated October 6, 2017, that is attached hereto and Incorporated Into this Contract;
(c) CITY1
s RFP No. EV2370 that is Incorporated into this Contract by reference; (d) any CITY Issued Purchase Order;
(e) any CITY and CONTRACTOR executed Work Order that Is Incorporated into a CITY issued Purchase Order;
(f) any and all Attachments and Exhibits attached to the Contract. All documents listed in this Section 1 shall be collectively referred to as the .. Contract Documents" and are incorporated Into this Contract. CITY and CONTRACTOR agree that the terms "Agreemenr and •contract" and "Contract Documents� are used interchangeably in this Contract and the terms "Agreemenr and MContracr and •contract Documents• each Include all "Contract Documents."
Sec. 2. lnltlal Term of Contract and Addltlonal Periods. (a) lnltlal Tenn. The initial term of this Contract shall begin on February 11 2018, and shall end on January 31, 2023. The Manager of Procurement Services Is authorized to enter Into an amendment of this Contract with CONTRACTOR to extend the term of this Contract and time of performance for this Contract.
(b) Renewal Terms. At any time prior to. the expiration of the initial term or any subsequent tern,, the CITY, in its sole discretion, may renew this Contract for up to three (3) addltlonal two (2) year terms.
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 12..05�16)
ATTACHMENT B
147
OQcuSlgn Envelope ID: 4A021838-AE6A-49f9-9947-810B3DE1BBDO (c) Transition Tenn. Notwithstanding the expiration of the initial term or any subsequent term or all options to renew, CONTRACTOR and CITY shall continue perfonnance under this Contract until the CITY has a new contract In place with either CONTRACTOR or another provider or until the CITY terminates the Contract.
Sac. 3. Purchase Orders and Work Orders.
(a) Purchase Order. CITY shall order all Electrlcal, Lighting, Data Communications, and Security Products and Related Products, Services and Solutions, (hereinafter •the Products" or "Products and Services" or •services" depending on the context of the terms used) by means of a Purchase Order Issued by the CITY's Manager of Procurement Services for which sufficient funds have been certified and encumbered by the City's Director of Finance.
CONTRACTOR shall not provide any "Products" or 11
Producls and Services• or "Services" in
excess of the dolfar amount contained in any Purchase Order even If there · Is an executed Work Order between the CITY and CONTRACTOR. CONTRACTOR shall not be entitled to any payment from CITY In excess of the dollar amount of the Purchase Orders from CITY even If such amount is authorized in a Work Order executed by CfTY and CONTRACTOR.
AH Purchase Orders shall automatlcaJly Incorporate the Contract and all Contract requirements even if the Contract is not referenced.
(b) Goods and Products. CONTRACTOR shall timely provide all Goods and Products ordered by the CITY at the Prices set forth In the Contract. The terms "Goods" and "Products" are used interchangeably under this Contract and each term Includes the other term. (c) Services or Work Orders for both Products and Servlcea.
1. The CITY may request CONTRACTOR to provide Services or both Products and Services. Prior to CONTRACTOR submitting a written detailed Proposal for Services or far both Products and Services to a requesting CITY Department. the CONTRACTOR must obtain written authorization from the CITY's Manager of Procurement Services to submit a Proposal to the CITY Department. CONTRACTOR shall not perform any Services or provide both Services and Products "-'nless the Manager of Procurement Services authorizes CONTRACTOR to provide Services or both Products and Services and all other contractual requirements are met Including the Pricing for all Products, Products and Services and Services.
2. Prior to the Manager of Procurement Services authorizing CONTRACTOR to provide Services or both Products and Services to a CITY Deparjment, the Manager of Procurement Services shall:
a. Obtain MBE/WBE goals from the CllY's Director of Human Relations If the estimated cost of the Services or Products and Services exceeds the dollar thresholds for MBE/WBE goals and Workforce Goals for MBEJWBE goals; b. Have the CITY'e Director of Human Relations determine whether the needed Services are subject to Prevailing Wage requirements and Payment Bond and Performance and Maintenance Bond requirements;
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 12-05-16)
ATTACHMENT B
148
OocuS(gn Envelope ID: 4A025838-AE6A-49F&-9947•810830E1BBDO c. Any other Legal requirements including compliance with the CITY's SLBE requirements
d. if the CITY's MBEIWBE program re.quirements are not applicable due to not meeting the dollar thresholds.
3. If the Manager of Procurement Seivlces authorizes CONTRACTOR to submit a Proposal for Services or for both Products and Services, CONTRACTOR shall submit a detailed Proposal that Includes the Scope of Services, the Proposed Schedule, the Price and If applicable, comply with MBE/\NBE goals, Prevalllng Wage requirements, . and Payment Bond and Performance Bond requirements, or SLBE requirements. If the CITY and CONTRACTOR agree to CONTRACTOR'S Proposal, the CtTY will Issue a Purchase Order and Work Order that is executed by the CITY and CONTRACTOR.
All Work Orders and Purchase Orders signed by the CITY and CONTRACTOR shall automatlcally Incorporate this Contract (even If the Work Order does not apectflcally Incorporate this Connet).
(d) CONTRACTOR shall bill the City, In a fonn acceptable to the City, on the following basis:
monthly.
Sec. 4. Effective Date of Contract,.
(a) Not.withstanding Section 2 of this Contract, neither party has any· obrigation under this Contract until the Manager of Procurement Services issues a Purchase Order which shall be signed by the City's . Director of Finance certifying there is a balance, otherwise unencumbered, to the credit of the appropriation to which the expenditure is to be charged, and a cash balance, otherwise unencumbered, in the treasury, to the credit of the fund from which payment wlll be made, each sufflcfent to meet the obligation Incurred In the Purchase Order.
(b) The date of the first Purchase Order issued by the CITY Is the effective date of this Contract. {c) The date of the first Purchase Order Issued by the CITY after the CITY renews this Contract shafl be the effective date of the renewal tenn or transition term.
Sec. 5. Invoices.
(a) CONTRACTOR shall submit to CITY a request for payment (hereinafter 11 lnvoice") for
services performed In sufficient detail for the CITY to determine that the amount CONTRACTOR Is requesting Is In fact due and payable.
(b) CITY shall not pay any Invoice from CONTRACTOR unless CONTRACTOR . is in compliance with, and not in breach or default of, an tenns, covenants and conditions of this Contract. If damages are sustained by CITY as a result of breach or default by CONTRACTOR, CITY may withhold payment(s) to CONTRACTOR for the purpose of set off untll such time as the exact amount of damages due.to CITY from CONTRACTOR may be determined.
MASTER CONTRACT FOR PRODUCTS AND SEFMCES
(REV. 12-05--16)
Page3of20
ATTACHMENT B
149
DocuSlgn Envefope ID: 4A025638-AE6A-49FH947-810B3DE1BBDD {c) CITY shall not process CONTRACTOR'S Invoice unless CONTRACTOR'S Invoice is In proper form, correctly computed, and is approved by CITY as payable under the terms of this Contract.
{d) CITY Is not Hable for any obligation incurred by CONTRACTOR except as approved under the provisions of this Contract.
(e) If CONTRACTOR Is required to meet MBEM'BE goals for this Contract, CONTRACTOR shall not submit an Invoice to the City unless CONTRACTOR'S Invoice Is accompa,wied by a copy of the most recent 00485.01 M/WBE Monthly Utilization Report submitted by CONTRACTOR to the City's Human Relations Department. CONTRACTOR shall remain current on CONTRACTOR•s filing of 00485.01 MM/BE Monthly Utilization Reports. CITY shall not pay CONTRACTOR'S Invoice unless CONTRACTOR is current on CONTRACTOR'S filing of 004�5.01 M/WBE Monthly Utilization Reports. (f) Payment terms are net 30 days.
Sec. 8. Reprnantatlons and Warranties of CONTRACTOR. CONTRACTOR hereby represents and warrants to the CfTY the followlng:
(a) CONTRACTOR is In good standing under the laws of the state·of Missouri and each state in which it does business. except any such state where the failure to be in good standing would not have a material adverse effect on CONTRACTOR's ability to perform this Contract In accordance with its terms.
(b) The execution, delivery and performance by CONTRACTOR of this Contract have been duly authorized by all necessary corporate action and do not and will not (I) require any consent or approval of CONTRACTOR's board of directors; (II) require any authorization, consent or approval by, or registration, declaration or flllng with, or notice to, any governmental department, commission, board. bureau, agency or Instrumentality, or any third party, except such authorization, consent, approval, registration, declaration, filing or notice as has been obtained prior to the date hereof; (iii) violate any provision of any law. rule or regulation or of any order, writ, injunction or decree presently In effect having applicability to CONTRACTOR or Its articles or by-laws; and (Iv) result In a breach of or constitute a default under any material agreement, lease or instrument to which CONTRACTOR Is a party or by which It or Its properties may be bound or affected.
(c) CONTRACTOR shall not enter Into any contract for the services to Cl1Y that purpcrts to grant a security interest or right of repossession to any person or entity respecting the services, or any portions thereof or chattels placed thereon. (d) There is no litigation, proceeding or other Investigation pending or, to the knowledge of CONTRACTOR, threatened against CONTRACTOR which would prevent consummation of the transaction contemplated by this Contract or would have a mater(ally adverse effect on CONTRACTOR.
(e) CONTRACTOR warrants that all goods and Products are sold free of any security Interest and wlll make available to CITY all transferable warranties (lncludlng without limitation
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 12..o&-16)
ATTACHMENT B
150
OccuSlgn Envelope ID: 4A025638-AE6A-49F9-8947-810B3De1BBDO warranties with respect to Intellectual property infringement} made to CONTRACTOR by the manufacturer of the goods. CONTRACTOR MAKES NO OTHER IMPLIED WARRANTIES, AND SPECIFICALLY MAKES NO I.MPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR PURPOSE. UNLESS OTHERWISE AGREED IN WRITING BY AN AUTHORIZED REPRESENTATIVE OF SELLER. PRODUCTS SOLD HEREUNDER ARE NOT INTENDED FOR USE IN OR CONNECTION WITH 1) ANY SAFETY APPLICATION OR THE CONTAINMENT AREA OF A NUCLEAR FAC[LITY, OR 2) IN A HEALTHCARE
SITUATION, WHERE THE GOODS HAVE POTENTIAL FOR DIRECT PATIENT CONTACT OR WHERE A SIX (6) FOOT CLEARANCE FROM A PATIENT CANNOT BE MAINTAINED AT ALL TIMES.
(f) Neither party shall be Hable for any delay or faHure to perform under ttiis Agreement In the event and to the extent that such delay or fallure arises out of war, civil commotion, acts of God, accident, fire or water damage, explosion, strikes or lockouts, delay in transportation, legislative action, government regulatlons or any other event beyond the respective party's reasonable control.
Sec. 7. Survival of the ReprNentatrona, WarrantlN and Covenants. All representations, warranties and covenants expressed herein shall survive the execution of this Contract for the benefit of the parties hereto.
Sec. 8. Govamlng Law. This Contract shall be construed and govemed In accordance with the laws of the State of Missouri without giving effect to Missouri's choice of law provisions. The CITY and CONTRACTOR: (1) submit to the Jurisdiction of the state and federal courts located in Jackson County� Missouri; (2) waive any and all objections to Jurisdiction and venue; and (3) will not raise forum non convenlens as an objection to the location of any fltlgatlon. - Sec. 9. Termination for Convenience. CITY may. at any time upon fifteen (15) days written notice to CONTRACTOR specifying the effective date of termination, terminate this Contract, in whole or In part.
Sec. 10. Default and Remedies.
(a) If CONTRACTOR shall be In default or breach of any provision of this Contract, CITY may tenninate this Contract, �uspend CITY's performance, withhold payment or invoke any other legal or equitable remedy after giving CONTRACTOR tan (10) days written notice and opportunity to cure such defautt or breach.
(b) If CITY shall be In default or breach of any provision of this Contract, CONTRACTOR may terminate this contract or suspend CONTRACTOR's performance after giving CITY ten (1 0) days written notice and opportunity to cure such default or breach. (c) CITY's remedies under this Agreement for the purchase of Goods and Products are subject to any limitations contained in manufacturer's terms and conditions to CONTRACTOR, a copy of which will be furnished upon written request. Furthermore, CONTRACTOR's liabillty shalf be limited to either repair or replacement of the goods or Products and refund of the purchase price, all at CONTRACTOR's option, and in no case shall CONTRACTOR be Hable for Incidental or consequential damage. In addition. claims for shortages, other than loss In transit, must be made In wnllng not more than five (5) days after receipt of shipment.
MASTER CONTRACT FOR PRODUCTS AND SERVICES
{REV. '1':#...1!:lli .. »"'ll!'lil
ATTACHMENT B
151
OocuSlgn Envelope ID: 4A025638-AE6A-49Fe-8947"'310B3DE1 BBDO The llmltatlon of remedies Imposed by this Section is only applicable to Products and Goods provided by CONTRACTOR and this Hmltatlon of remedies section is not appllcable If CONTRACTOR provides Services or both Products, Goods and Services pursuant to Section 3(c) of this Contract.
Sec. 11. Waiver. Waiver by CITY of any tenn, covenant, or condition hereof shall not operate as a waiver of any subsequent breach of the same or of any other term, covenant or condition. No term, cove�ant. or condition of this Contract can be waived except by written consent of CITY, and forbearance or indulgence by CITY In any regard whatsoever shall not constitute a waiver of same to be performed by CONTRACTOR to which the same may apply and, until complete performance by CONTRACTOR of the term, covenant or condition, CITY shall be entitled to invoke any remedy avallable to It under this Contract or by law despite any such forbearance or Indulgence.
Sec. 12. Acceptance. No payment made under this Contract shall be proof of satisfactory performance of the Contract, either wholly or in part, and no payment shall be construed as acceptance of deficient or unsatisfactory services.
Sec. 13. Records.
(a) For purposes of this Section:
1. "'CITY" shall mean the City Auditor, the City's Internal Auditor, the Citys Director of Human Relations, the City Manager, the City department administering this Contract and their delegates and agents.
2. 11
Record" shall mean any document, book, paper, photograph, map, sound recordings or other material, regardless of physical form or characteristics, made or received In connection with this Contract and all Contract amendments and renewals. (b) CONTRACTOR shall maintain and retain all Records for a term of five (5) years that shall begin after the expiration or termination of this Contract and all Contract amendments. CITY shall have a right to examine or audit all Records, and CONTRACTOR shall provide access to CITY of all Records upon ter, (10) days written notice from the CITY. (c) The books, documents and records of CONTRACTOR In connection with this Contract shall be made available to the City Auditor, the City's Internal Auditor, the City's Director of Human Relations and the City department administering this Contract within ten ( 10) days after the written request Is made.
Sec. 14. Affirmative Action� If this Contract exceeds $300,000.00 and Contractor employs fifty (50) or more people, Contractor shall comply with City's Affirmative Action requirements in accordance with the provisions of Chapter 3 of City's Code, the rules and regulations relating to those sections. and any additions or amendments thereto; In executing any Contract subject to said provisions, Contractor warrants that It has an affirmative action program in place and will maintain the affirmative action program in place for the duration of the Contract. Contractor shall not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin or ancestry, disability, sexual orientation, , gender Identity or age in a manner prohibited by Chapter 3 of City's Code. Contractor shall:
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 12--05-16)
ATTACHMENT B
152
OocuSlgn Envelope ID: 4A025638-AE6A-49F&-904Mt10S3CE1 BBDp (a)
(b)
(c)
Submit, in print or electronic format, a copy of Contrador's current certificate of compliance to the Cit.ya Human Relations Department (HRD) prior to receiving the first payment under the Contract, unless a copy has alreadJ been submitted to HRD at any ·point within the previous two (2) calendar years. If, and onfy If, Contractor does not possess a current certification of compllance, Contractor shaH submit, In print or electronic format, a copy of its affirmative action program to HRD prior to receiving the first payment under the Contract, unfess a copy has already been submitted to HRD at any point within the previous two (2) calendar years.
Require any Subcontractor awarded a subcontract exceeding $300,000.00 to affirm that Subcontractor has an affirmative action program fn place and will maintain the affirmative action program in place for the duration of the subcontract.
Obtain from any Subcontractor awarded a subcontract exceeding $300,000.00 a copy of the Subcontractor's current certificate of compllance and tender a copy 9f the same, in· print or electronic format, to HRD within thirty (30) days from the date the subcontract Is executed.
If, and only If, Subcontractor does not possess a current. certificate of compliance, Contractor shall obtain a copy of the Subcontractor's affirmative action program and tender a copy of the same, in print or electronic format, to HRD within thirty (30) days from the date the subcontract is executed.
City has the right to take action as directed by City's Human Relations Department to enforce this provision. If Contractor fails, refuses or neglects to comply with the provisions of Chapter 3 of City's Code, then such fallure shaH be deemed a total breach of this Contract and this Contract may be terminated, cancered or suspended, In whole or In part, and Contractor may be declared ineligible for any further contracts funded by City for a period of one (1) year. This Is a material tenn of this Contract.
Sac. 15. Tax Compliance. ff the CITY'S payments to CONTRACTOR exceed $160,000.01 for the period of May 1st through April 30th, CONTRACTOR shaH provide proof of compllance with the CITY'S tax ordinances administered by the CITY's Commissioner of Revenue as a precondition to the CITY. making the first payment under this Contract. CONTRACTOR also shall submit to the CllY proof of compliance with the CITY's tax ordinances administered by the CITY's Commissioner of Revenue as a condition precedent to the CITY making final payment under the Contract.
Sec.16- Buy American Preference. It Is the policy of the CITY that any manufactured goods or commodities used or supplied in the performance of any CITY Contract or any subcontract thereto shall be manufactured or produced In the United States whenever possible. lee. 17. Notices. All notices to be given hereunder shall be In writing and may be given, served or made by depositing the same In the United States mail addressed to the party to be notified, postpaid and registered or certified with return receipt requested or by dellverlng the same In person to such person.
Notice deposited In the mail in accordance with the provisions hereof shall be effective unless otherwise stated in such notice or In this Contract from and after the second day next following th- date postmarked on the. envelope contalnfng such notice. Notice given In any other manner shall be effective only if and when received by the party to be nottfled. AH notices shall be sent to the following addresses:
if to the CITY: City of Kansas City, Missouri
Procurement Services Division
414 East 12th Street, 1
st Floor, Room 102 W
Kansas City, Missouri 64106
Attention: Cedric Rowan, C.P�M., Manager
MASTER CONTRACT FOR PRODUCTS AND SERVICES
12-05-16)
ATTACHMENT B
153
DocuStgn Envelope ID: 4A026638-AE6A◄9FN947-81OB3DE18800 With copies to:
E-mail: [email protected]
Telephone: (816) 513-0814
Facslmll�: (816) 513-1066
law Department of Kansas City, Missouri
414 East 12th Street, 23n:1 Floor
Kansas City, Missouri 64106
Attention: Cecilla Abbott, Esq., City Attorney
E-mall: [email protected]
Telephone: (816) 513-3127
Fax: (816) 513 ... 3133
If to the CONTRACTOR: Graybar Electric Company, Inc.
Ronald Drescher, National Sales Manager, Corporate Sales 11885 Lackland Road
St. Louis, Missouri 63148
E-mail: rcm.drescher@grayb@r,oom
Telephone: (301) 306-3263
Mobile: (301) 830-1424
Sec. 18 .. General Indemnification.
(a) For purposes of this Section only, the following terms shall have the meanings llsted:
1. Claims means all claims, damages, liability, losses, costs and expenses, court costs and reasonable attorneys' fees, including attorneys' fees Incurred by the CITY in the enforcement of this indemnity obligation.
2. CONTRACTOR1
s Agents means CONTRACTOR's officers, employees, subcontractors, successors, assigns, invitees. and other agents.
3. CITY means CITY, Its Agencies, fts agents, officlals, officers and en;tployees. (b) CONTRACTOR'S obligations under.this Section with respect to indemnification for acts or omissions, including negligence, of. CITY, shall be limited to the coverage and limits of Insurance that CONTRACTOR Is required to procure and maintain under this Contract.
CONTRACTOR affirms that it has had the opportunity to recover all costs of the insurance requirements imposed by this Contract In Its contract price. (c) CONTRACTOR shall defend Indemnify and hold harmless CITY from and against all claims arising out of or-resulting from all acts or omissions in connection with this Contract caused in whole or in part by CONTRACTOR or CONTRACTOR'S Agents, regardless of whether or not caused in part by any act or omfsslon, Including negllgence, of CITY. CONTRACTOR is not obligated under this Section to indemnify CITY for the sole negligence of CITY. (d) In no event shall the language In this Section constitute or be construed as a waiver or limitation of the CITY's rights or defenses with regard to sovereign immunity, governmental
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 12..()5-16)
ATTACHMENT B
154
DocuSfgn Envelope ID: 4A028638-AESA-49F9-9947-810B3DE1BBCD immunity, or other official immunities and protections as provided by the federal and state constitutions or by law.
Sec. 19. lndemnlflcaQon for Profesalonal Negllgence. If this contract is for professional services, CONTRACTOR shall indemnify, and hold harmless CITY and any of Its agencies, officials, officers, or empfoyees from and against all claims, damages, llabillty, losses, costs, and expenses, including reasonable attorneys' fees, arising out of any negligent acts or omissions in connection with this Contract, caused by CONTRACTOR, Its employees, agents. subcontractors, or caused by others for whom CONTRACTOR is liable, in the perfonnance of professional services under this Contract. CONTRACTOR is not obligated under this Section to indemnify CITY for the negligent acts of CITY or any of Its agencies, offlclals, officers, or employees.
Sec. 20. Insurance ..
(a) CONTRACTOR shall procure and maintain in· effect throughout the term of this Contract Insurance po.Ucies with coverage not less than the types and amounts specified In this Section. CONTRACTOR must have:
1. Commercial General Llabfllty Insurance Policy: with limits of $1,000,000 per occurrence and $2,000,000 aggregate, written on an "occurrence• basis. The policy shall be written or endorsed to Include the fallowing provisions:
a. Severablllty of Interests Coverage applyfng to Addltlonal Insureds b. Contractual Liability
c. Per Project Aggregate Llablllty Limit or. where not available, the aggregate llmlt shall be $2,000.000.
d. No Contractual Llabllity Limitation Endorsement
e. Additional Insured Endorsement, ISO fonn CG20 10, current edition, or Hs equivalent.
2. Workers' Compensation Insurance and Employers Liability Policies as required by Missouri law.
3. Commerclal Automobile Liability Insurance Polley: with a llmit of $1.000,000 per occurrence, covering owned, hired, and non-owned automobHes. The Policy shall provide coverage on an "any auto111 basis and on an "occurrence" basis. This insurance policy will be written on a Commercial Business Auto form, or acceptable equivalent, and will protect against clalms arising out of the operation of motor vehicles, as to acts done In connection with the Contract, by CONTRACTOR.
4. If this Contract Is for professional services, CONTRACTOR shall obtain Professional Llablllty Insurance with limits per claim and annual aggregate of $1,000,000. (b) All insurance pollcles required In this Section shall provide that the pollcy will not be canceled until after the Insurer provides the CITY ten (10) days written notice of cancellatlon in the event that the cancellatlon is for CONTRACTOR'& nonpayment of premiums and thirty (30) days written notice of cancellatlon to CITY for all other reasons of cancellatlon.
MASTER CONTRACT FOR PRODUCTS AND SERVICES
{REV. 12--05-16)
Page9of.20
ATTACHMENT B
155
DocuSlgn Envelope 10: 4A025838-AE6A-49FQ..9947-810B30E1BBOO (c) The Commercial General and Automobile Liability Insurance Policies specified above shall provide that CITY and Its agencies, agents, offlclals, officers, and employees, whlle acting within the scope of their authority, wlll be named as addftlonal Insureds for the services performed under this Contract. CONTRACTOR shall provide to CITY at execution of this Contract a certificate of Insurance showing au required endorsements and addltlonal insureds.
(d) All Insurance policies must be provided by Insurance Companies that have an A.M. Best's rating of "A-V' or better, and are licensed or approved by the State of Missouri to provide Insurance In Missouri.
(e) Regardless of any approval by CITY, CONTRACTOR shall maintain the required insurance coverage In force at all times during the tenn of this Contract. CONTRACTOR's failure to maintain the required Insurance coverage will not relieve CONTRACTOR of Its contractual obligation to Indemnify the CITY pursuant to this Section of this Contract. rn the event CONTRACTOR fails to maintain the required insurance coverage in effect, CITY may declare CONTRACTOR rn default.
(f) In no event shall the ranguage in this Section constitute or be construed as a waiver or limitation of the CITY's rights or defenses with regard to sovereign immunity. governmental immunity, or other official immunities and protections as provided by the federal and state constitutions or by law.
Sec. 21. Interpretation of the Contract.
{a) CITY selected CONTRACTOR through a negotiated procurement process rather than an Invitation for Bids {IFB) solicitation. Unlike the IFB, this process allows the CITY and CONTRACTOR to discuss and negotiate a contract at ann1
s length prior to entering a flnaf
contract that is acceptable to both the CITY and the CONTRACtOR. After negotiation and discussion, CONTRACTOR and CITY have lncorporat�d multiple documents Into this Agreement and the meaning of some of the words used In the Agreement may be uncertain, Incomplete or dupllcatlve and the Agreement may promise something at one place and take that promise away at another. In sum, the Agreement may contain words and provisions that are susceptible of more than one meaning so that reasonable persons of average Intelligence may fairly and honestly differ in their construction of the words and provisions. It is the intent of the CITY and the CONTRACTOR that the CJTY's taxpayers receive the benefit or advantage In the construction and interpretation of this Agreement, regardless of the nom,al judicial rules of contract construction even if the construction and Interpretation of the Agreement will cost the CONTRACTOR more money and time. CITY and CONTRACTOR agree that CITY's Manager of Procurement Services shall, in cooperation with a representative of suppHer, resolve all disagreements as to the meaning of this Agreement or any ambiguity In this Agreement. The decision of CITY'S Manager of Procurement shall be final and conclusive if all parties have acted in good faith. (b) CONTRACTOR acknowledges and agrees that the CITY has provided CONTRACTOR with an opportunity to have CONTRACTOR's attorney review and advise CONTRACTOR on the Agreement and any potential ambiguities or areas of disagreement and the potential
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV.12..()5 .. 18)
ATTACHMENT B
156
DocuSlgn Envelope ro: 4A025638-AE8A-4UFl-9947..S10B30E1BBDO adverse legal consequences of CONTRACTOR agreeing to this Section as well as the entire Agreement.
{c) CONTRACTOR certifies that CONTRACTOR has either (1) waived Its right to have CONTRACTOR's attorney review this Section and Agreement; or (2) CONTRACTOR has consulted with an attorney on this Section and Agreement. (d) CONTRACTOR knowingly and .voluntarily agrees to this Section, as amended, and the entire Agreement. CONTRACTOR certifies that this contract was not procured by fraud, duress or undue Influence.
lac. 22. Contract Execution. This Contract may be executed in one or more counterparts, each of which will be deemed an original copy of this Contract and all of which, when taken together, will be deemed to constitute one and the same Contract. This Contract shall be effective upon the execution of counterparts by both parties, notwithstanding that both parties may not sign the same counterpart. The parties' signatures transmitted by facsimile or by other electronfc means shall be proof of the execution of this Contract and shall be acceptable In a court of law.
Sac. 23. Guaranteed Low•t Pricing. CONTRACTOR certifies that this Contract contains CONTRACTOR's towest and best pricing for all services supplied by CONTRACTOR to any government, governmental entity, political subdivision, city, state, school district or any other public entity in the United States as of the date of this Contract. CONTRACTOR represents that the prices set for herein are not less favorable than those cunsntly extended to any other similarly situated government, governmental entity, political subdivision. city, state, school district or other publlc entity customer, for the same goods, in equal or seller quantities, as part of slmllar market basket, and under slmllar tenns.
Sec. 24. Asalgnablllty and Subcontracting.
(a) Assignability. Contractor shall not assign or transfer any part or all of Contractor's obligation or Interest In this Contract without prior written approval of City. If Contractor shall assign or transfer any of its obligations or interests under this Contract without the City's prior written approval, it shall constitute a materlal breach of this Contract. This provision shall not prohibit contractor from subcontracting as otherwlee provided for herein. (b) Subcontracting. Contractor shall not subcontract any part or all of Contractor's obligations or Interests in this Contract unless the subcontractor has been identified in a format required by City. If Contractor shall subcontract any part of Contractor's obligations or interests under this Contract without having identifi&Q the subcontractor, tt shall constitute a material breach of this Contract. The utillzatlon of subcontractors shall not relieve Contractor of any of its respanslbflltles under the Contract, and Contractor shall remain responsible to City for the negligent acts. errors, omissions or neglect of any subcontractor and of such subcontractor's officers, agents and employees. City shall have the right to reject, at any point during the term of this Contract, any subcontractor Identified by Contractor, and to require that any subcontractor ce,se working under this Contract. City's right shall be exercisable In its sole and subjective discretion. City shall not be obligated to pay or be Hable for payment of any monies which may be due to any subcontractor. Contractor shall include· In any subcontract a requirement that the subcontractor comply with all requirements of this Contract in performing Contractor's services hereunder.
MASTER CONTRACT FOR PRODUCTS AND SERVICES
12-05--16)
ATTACHMENT B
157
OocuSlgn Envelope JD: 4A025638-AE8A-49F9-Q947;.810B3DE1BBCO Sec. 25. Profeselonal Services - Conflict of Interest Certification. If this Contract (s for professional services other than for medical doctors or appraisers, CONTRACTOR certifies that CONTRACTOR Is not an expert witness for any party fn litigation against the CITY at the time of the issuance of this Contract.
Sec. 28. Minority and Women's Business Enterprises.
(a) CONTRACTOR shall assist City Certified Minority Business Enterprises (MBEs), City Certified Woman Business Enterprises (WBEs) and City Certified Small Local Business Enterprises (SLBEs) grow, develop, and prosper in the public sector by implementatlon of the requirements of this Section.
(b) CONTRACTOR shall provide the same U.S. Communities natlonal discounted pricing received by the City to City Certified MBEs, WBEs and SLBEs when City Certified MBEs, WBEs, and SLBEs bid or submit a proposal on City of Kansas City, Missouri Construction or Maintenance Sollcltatlons and other public sector Construction and Maintenance Solicitatlons to allow City Certified MBEs, WBEs, and SLBEs, to incorporate the same National Discounted U.S. Communities pricing received by the City In their bids and proposals to the City and other public entltJes and save the taxpayers money.
Sac. 27. Employee EllglbHlty Verification. CONTRACTOR shall execute and submit an affidavit, in a fom, prescribed by the CITY, affirming that CONTRACTOR does not knowingly employ any person in connection with the contracted services who does not have the legal right or authorization under federal faw to work in the United States as defined rn 8 U.S.C. §1324a(h)(3). CONTRACTOR shall attach to the affidavit documentation sufficient to establish CONTRACTOR1 s enrollment and participation In an
electronic verification of work program operated by the United States Department of Homeland Security to verify information of newly hired employees, under the Immigration and Reform and Control Act of 1986.
CONTRACTOR may obtain additional information about E-Verify and enroll at https://everify.uscis.gov/enroll/StartPage.aspx?JS=YES. For those CONTRACTORs enrolled In E-Verify, the first and last pages of the E-Verify Memorandum of Understanding that CONTRACTOR will obtain upon successfully enrolling in the program shall constitute sufficient documentation for purposes of complylng with this section. CONTRACTOR shall submit the affidavit and attachments to the CITY prior to execution of the contract, or at any point during the term of the contract if requested by the CITY.
Sac. 28. Emerganclea.
(a) Disaster means any large scale event such as an act of terrorism, fire, wind, flood, earthquake or other natural or man-made calamity which results in, or has the potentlal to result In a significant loss of llfe or property.
(b} Outing and after a dlsaster, CONTRACTOR shall provide special �ervlces to the CITY including CONTRACTOR shall open CONTRACTOR'S facilities even on nights and weekends as necessary to meet the needs of the Ctty during a disaster. (c) CONTRACTOR shall not charge CITY any fee for opening facilities during an emergency or for extending CONTRACTOR1
s hours of operation during a disaster. CITY shall pay
CONTRACTOR the agreed upon contract prices for all purchases made by CITY during the
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 12-05--16)
ATTACHMENT B
158
DocuSlgn Envelope ID: 4A025838wAESA-49F9-9947-ll10S30E1BBDO disaster and CONTRACTOR shall not charge),CITV any addltlonal mark-up, fee or cost for any purchases made by CITY during a disaster.
(d) CONTRACTOR shall quickly mobilize CONTRACTOR's internal and external resources to assist CITY when a disaster unfolds.
(e) Extended hours and personnel. During disasters. CONTRACTOR's facilities shall stay open 24 hours if requested by the CITY. CONTRACTOR shall utllfze addlUonal CONTRACTOR personnel to take CITY orders tf necessary. CONTRACTOR'S Call Center shall accept phone orders 24 hours a day.
(f) CONTRACTOR shall have contingency plans with CONTRACTOR'S suppliers to provide additional supplies and equipment qulckly to CITY as needed. (g) CONTRACTOR shall cooperate with CITY to property document any and all expenses incurred by CITY with CONTRACTOR and CONTRACTOR shall assist CITY in meeting any and all documentation requirements of the Federal Emergency Management Agency (FEMA).
Sec. 29. Time of Delivery. Delivery Is required to be made In accordance with the schedule shown In the solicitation and purchase order.
Sec. 30. F.0.B. Deatlnatlon. All dellvertes of Products shall be F.O.B. Destination and all freight charges are Included In the Purchase Price charged by CONTRACTOR to the CITY. (a) The proposed pricing applies to nonnally stocked Graybar materials. Discounts offered are based on the Graybar List Price or Cost In effect at time of order. (b) Standard delivery policy provides customers with next day service, free of charge, for materlats stocked In the branch and within the standard service area. (c) Orders requiring same-day or expedited next-day service. non-stock Items. special order or special handling and materials obtained from other Graybar warehouses or mam.rfacturers, may Include shlppfng or handling charges. Any shipping, handling or other costs will be negotiated at time of order.
Sec. 31. Quailty. All Products shall be new, in current production, and the best of their kind. When applicable, parts and maintenance shall be reasonably available. New equipment that is obsolete or technically outdated Is not acceptable. Remanufactured or reconditioned items are not considered new.
Items shall be properly packaged, packed, labeled, and ldenttfled In accordance with commercial standards acceptable to the trade and as required by ICC and other federal and state regulations. Packing slips wirl accompany the shipment.
Sac. 32. Brand Name or Equal. Whenever the name of the manufacturer or the suppller Is mentioned on the face hereof and the words .. or equal" do not follow, it shall be deemed that the words •or equal" shall follow such designations unless the face hereof specifies "no substitutions". The CITY may assume that Items submitted are equal or it may request samples and proof thereof and unless approved before shipment, reserves right to ratum at the CONTRACTOR'S expense all Items that are not acceptable as
MASTER CONTRACT FOR PRODUCTS AND SERVICES
12..QS..16)
ATTACHMENT B
159
DocuSlgn Envelope ID: 4A026838-AE8A--49F9-9847 .. B10B30E1BSDO equals, said Items to be replaced by the CONTRACTOR with satisfactory items at the original submitted 1 \
price.
Sec. 33. Commercial Warranty. The CONTRACTOR agrees that the Products and Services furnished under this Contract shall be covered by the most favorable commercial warranties the CONTRACTOR gives to any customer for such supplies or services and that the rights and remedies provided herein are In addition to and do not llmlt any rights afforded to the CITY by. any other clause of this contract.
CONTRACTOR represents that the warranties set forth herein are not less favorable than those currently extended to any other similarly situated government, governmental entity, polftlcal subdivision, city, state, school district or other publlc entity customer, for the same goods, In equal or lass quantities, as part of the slmllar market basket, and under similar terms.
Sec. 34. Sellers Invoice. Invoices shall be prepared and submitted In duplicate to addreM shown on the purchase order. Separate Invoices are required for each purchase order. Invoices shall contain the following lnfomiatlon: purchase order number, item number, description of supplies or services, sizes, unit cf measure, quantity, unit price, and extended totals.
Sec. 35. Inspection and Acceptance.. Inspection and accepta_nce will be at destination unless specffied otherwise, and wlll be made by the CITY department shown in the shipping address or other duly authorized representative of the CITY. Until delivery! and acceptance, and after any rejection, risk of loss will be on the CONTRACTOR unless loss results from negllgence of the CITY. CONTRACTOR wfll be notified of rejected shipments� Unless agreed otherwise, Items will be returned freight collect.
Sec. 38. Loss and Damaged Shipments.. Risk of loss or damage to Items prior to the time of their receipt • and acceptance by the CITY Is upon the CONTRACTOR. The CITY has no obllgatlon to accept damaged shipments and reserves the right to return at CONTRACTOR'S expense damaged merchandise even though the damage was not apparent or discovered untll after receipt of the items.
Sac .. 37. Late Shipments. CONTRACTOR is responsible to notify the CITY department receiving the Items and the Senior Buyer of any late or delayed shipments. The CITY reserves the right to cancel all or any part of an order If the shipment Is not made as promised.
Sec. 31. Tax Exemption • Federal and State.
(a) The CITY Is exempt from F�deral Excise and Transportation taxes on purchases under Chapter- 32, Internal Revenue Code. The federal tax registration number Issued by the St. 'Louis District Director on November 11, 1974 is No. 43740340K. (b) The CITY Is exempt from payment of Missouri Sales and Use Tax in Accordance with Section 39(10) Article 3, of the Missouri Constitution and Sections 144.040 and 144.615 RSMo 1969 and supplement thereto. A copy of the exemption from Missouri Sales and Use Tax Is available upon request.
Sec. 39. Annual Appropriation of Funds.
(a) Multi-year tenn supply and service contracts and leases and the exercise of options to renew term contracts are subject to annual appropriation of funds by the City Council. Payments made under term contracts and leases are oonsidered items of current expense. Purchase orders are
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 12--06-16)
Page14of20
ATTACHMENT B
160
DocuSlgn EnYEIIOPI ID: 4A025638-AEM-49Fa-9947-810B30E1BBDO funded when issued, therefore are current expense items and are not subject to any subsequent appropriation of funds.
(b) In the event sufficient funds are not appropriated for the payment of lease payments or anticipated term contract payments required to be paid In the next occurring lease or contract term and If no funds are legally available from other sources, the lease or contract may be terminated at the end of the original tem, or renewal term and the CITY shall not be obligated to make further payments beyond the then current original or renewal term. The CITY wHI provide notice of Its lnabilfty to continue the lease or contract at such time as the Manager of Procurement Services Is aware of the nonapproprlation of funds; however, fallure to notify does not renew the tenn of lease or contract. If a lease Is cancelled, the events of default will occur as described In the lease and/or the section titled TERMINATION FOR DEFAULT. The CITY has no monetary obligations in event of termination or reduction of a term contract since such contracts represent estimated quantities and are not funded as a contract, but only to the extent of purchase orders issued.
Sac. 40. Performance and Maintenance Bond and Payment Bond. (a) If a Work Order is estimated to exceed $50,000.00 and Is for the erection. construction, alteration, repair or improvement of any bulfding, road, street, public utllity or other public facility owned by the public entity as defined by Section 107.170, RSMo, CONTRACTOR shall obtain a performance and maintenance bond and payment bond as required by this Section. The City approved performance and maintenance bond and payment bond are incorporated in this Contract by reference and Contractor shall require Its Surety to issue the performance and maintenance bonds and payment bonds on City approved fomis. {b) All Bonds shall be executed by such sureties as are named in the current list of "Companies Holding Certificates of Authority as Acceptable Sureties on Federal Bonds and as Acceptable Relnsuring Companies" as published in Circular 570 (amended) by the Flnanclal Management Service, Surety Bond Branch, U.S. Department of the Treasury. A certified copy of such agent's authority to act must accompany all Bonds signed by an agent. If the surety on any Bond fumlshed by Seller is declared bankrupt or becomes Insolvent, or its right to do business Is terminated In any state where any part of the Project rs located or It ceases to meet the requirement of the preceding sentence, Seller shall within twenty (20) days thereafter substitute another Bond and surety, both of which must be acceptable to City. (c) The performance and maintenance bond and payment bond shall remain In effect at least one (1) year after the date when final payment becomes due, except as provided otherwise by Laws or Regulations or by the Contract Documents.
{d) All Bonds required by the Contract Documents to be purchased and maintained by CONTRACTOR shall be obtained from surety that Is duly·licansad in the State of Missouri and In the Jurisdiction in which the Project Is located, ff not In Missouri. to Issue Bonds. All surety companies shall hold an A.M. Best rating of B+, V, or better. {e) If the surety on any Bond furnished by Contractor is declared bankrupt or becomes Insolvent, or Its right to do business is terminated in any state where any part of the Project is located or it ceases to meet the requirement of Paragraph 5.01 B, Contractor shall within twenty (20) days thereafter substitute another Bond and surety, both of which must be acceptable to City.
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 12..05--16}
ATTACHMENT B
161
DocuSlgn Envelope ID: 4.AD25838-AE6A49F9-9947 .. 810B3DE1SBDO Sec. 41. Prevalllng Wage.
A. Prevailing Wage. If a Work Order Includes work that requires payment of prevailing wage as set forth In Sections 290.210 to 290.340, RSMo (the "Law"), CONTRACTOR shall pay workers prevalllng wage In accordance with this Section and the Law. Under the Law, work that meets the definition of •construction" 11
lncludes construction, reconstruction, improvement,
enlargement, alteration, painting and decorating, or major repair." "Maintenance work that is not subject to the Law Is defined as "the repair, but not the replacement, of existing facilities when the size, type or extent of the existing facfJlties Is not thereby changed or increased.•
1. Contractor shall comply and require tts Subcontractors to comply with; a. Sections 290.210 to 290.340, RSMo the State of Missouri Prevailing Wage Law (the "Law"); and
b. 8 CSR.30-3.010 to 8 CSR 30-3.0601 the Prevailing Wage Law Rules (the .. Rules"); and c. the Annual Wage Order (Wage Order) issued by the State of Missouri's Department of Labor and Industrial Relations: and
d. any sppllcable Annual Incremental Wage Increase (Wage Increase) to the Annual Wage Order.
2. The Law, Rules, Wage Order and any Wage Increase are incorporated Into and made part hereof this Contract and shall be collectively referred to in this Section as the "Prevailing Wage Requirements.• In the event this Contract is renewed for an additional term, the Wage Order In effect as of the commencement date of the additional term, as amended by any appllcable Wage Increase, shall be deemed incorporated herein and shafl apply to and remain in effect for the duration of the addftlonal term. The new Wage Order and any appHcable Wage Increase shall govern notwithstanding the fact that the Wage Order being replaced might be physically attached to this Contract.
3. Contractor shall pay and require Its Subcontractors to pay to air workers per,formlng work under this Contract not less than the prevailing hourly rate of wages for the class or type of Y10rk performed by the worker In accordance with the Law, Rules, Wage Order and any applicable Wage Increase. Contractor shall take whatever steps are necessary to insure that the prevailing. hourly wage rates are paid and that all workers for Contractor and each of tts Subcontractors are paid for the class or type of work performed by the worker In accordance with the Prevailing Wage Requirements.
4. Prior to each of Its Subcontractors beginning Work on the Site, Contractor shall require each Subcontractor to complete City's Form 00490 enfflled uPre-contract Certification" that sets forth the Subcontractor's prevailing wage and tax compflance history for the two (2) years prior to the bid. Contractor shall retain one { 1) year and make the Pre-contract Certifications available to City within five (5) days after wrttten request.
5. Contractor shall keep and require each of Its Subcontractors engaged fn the construction of public works in performance of the Contract to keep full and accurate records on City's forms. Contractor shall:
a. Keep and require each of Its Subcontractors engaged in the construction of publlc works In performance of the Contract to keep full and accurate records on City's •oally Labor Force Report" Fonn Indicating the worker's name, occupational title or classfflcatlon group and sklll and the workers' hours. City shall furnish blank copies of the Daily Labor
MASTER CONTRACT FOR PRODUCTS AND SERVICES
{REV. 12..QS .. 18)
ATTACHMENT B
162
OocuSlgn Envelope ID: 4A025638-AE6A-49F&,9947..S10B30E1BBOD Force Report Form to Contractor for its use and for distribution to Subcontractors.
Contractor shall submit its and its Subcontractors Dally Labor Force Reports to City each day;and
b. Submit, and require each of Its Subcontractors engaged In the construction of public works in performance of the Contract to submit, electronically. in a format prescribed by the City, Certified Payroll Report Information indicating the worker's name; address, social security number, occupatlon(s), craft(s} of every worker employed in connection with the public work together with the number ot hours worked by e�ch worker and the actual wages paid in connection with the Project and other pertinent Information as requested by the City; and
c. Submit, and require each of Its Subcontractors engaged I� the construction of public works In perfonnance of the Contract to submit, electronically, In format prescribed by the City, a Payroll Certification. The Payroll Certification must be signed by the employee or agent who pays or supervises the payment of the workers employed under the Contract for the Contractor and each Subcontractor.
The Dally Labor Force Report, documents used to compile lnfom,atlon for the· Certified PayroH Report, and Payroll Certification are collectively referred to In this Section as the •Records."
6. Contractor shall make all of Contractor's and Subcontractors' Records open to inspection by any authorized representatives of City and the Missouri Department of Labor and lndustrlal Relations at any reasonable time and as often as they may be necessary and such Records shall not be destroyed or removed from the State of Missouri for a period of one (1) year following the completion of the public work In connection with which the Records are made.
Contractor shall have its and its Subcontractors Certified Payroll Reports and Payroll Certifications available at the Contractor's office and shall provide the Records to the City electronically at City's sole C,iscretion. In addition, all Records shall be considered a public record and Contractor shall provide the Records to the City In the format required by the City within three (3) working days of any request by City at the Contractor's cost. City, in Its sole discretion. may require Contractor to send any of the Records directly to the person who requested the Record at Contractor's expense.
7. Contractor shall post and keep posted a clearly leglbfe statement of all prevailing hourly wage rates to be paid to all workers employed by Contractor and each of Its Subcontractors In the performance of this Contract In a prominent and easily accessible place at the Site of the Work by all workers.
8. If the Contract Price exceeds $250,000.00, Contractor shall and shall require each Subcontractor engaged in any construction of public works to have Its name, acceptable abbreviation or recognizable logo and the name of the city and state of the malling address of the principal office of the company, on each motor vehicle and motorized self-propelled piece of equipment which Is used in connection with the Project during the time the Contractor or Subcontractor Is engaged on the project. The sign shall be legible from a distance of twenty (20') feet, but the size of the lettering need not be larger than two (2") Inches. In cases where equipment is leased or where affixing a legible sign to the equipment Is Impractical, the Contractor may place a temporary stationary sign. with the Information required pursuant to this section, at the main entrance of the Project In place of affixing the required information on the equipment so long as such sign Is not In violation of any state or federal statute, rule or regulation. Motor vehicles which are required to have similar
MASTER CONTRACT FOR PRODUCTS AND SERVICES
12--05-16)
ATTACHMENT B
163
DocuSlgn Envalcpe ID: 4A025638-AE8A-49F9-9947-810B3DE1 BBDD Information affixed thereto pursuant to requirements of a. regulatory agency of the state or federal govemment are exempt from the provisions of this subsection.
9. Contractor must correct any errors In Contractor's or any Subcontractors' Records, or Contractor's or any Subcontractors' violations of the Law, Rules, Annual Wage Order and any Wage Increase within fourteen (14) calendar days after notice from City. 1 0. Contractor shall and shall require its Subcontractors to cooperate wtth the City and the Department of Labor and Industrial Relatlons In the enforcement of this Section, the Law, Rules, Annual Wage Order and any Wage Increase. Contractor shall and shall require its Subcontractors to permit City and the Department of Labor and Industrial Relations to Interview any and all workers dur.lng working hours on the Project at Contractor•s sole cost and expense.
11. Contractor shall file with· City, upon completion of the Project and prior to final payment therefore, affldavlts·from Contractor and each of Its Subcontractors, stating that each has fully complied with the provisions and requirements of the Missouri Prevailing Wage Law.
City shall not make· fl�al payment until the affidavits, in proper fonn and order, from Contractor and each of Its Subcontractors, are flied by Contractor.
12. CorJt.mctor shall forfeit as a statutory penalty to the City one hundred dollars ($100.00) for each worker employed, for each calendar day, or portion thereof, such worker Is paid less than the ptevaHlng hourly rates for ,any work done under this Contract, by Contractor or· by • any of contractor's Subcontractors. If Contractor or any of Its Subcontractors have violated any sectlon(s) of 290.210 to 290.340, RSMo. In the course of the execution of the Contract, City shall when making payments to the Contractor becoming due under thfs· Contract, withhold and retain therefrom all sums and amounts due and owing as a result of any vlolatlon of sections 290.21 Oto 290.340; RSMo.
B. Prevailing Wage Damages. Contractor acknowledges and . agrees that, based on the experience of City, vlolatlons of the Missouri Prevalllng Wage Act, whether by Contractor or its Subcontractors, commonly result In addltlonal costs to City. Contractor agrees that additional costs to City for any pa,ticurar violation are difficult to establish and include but are not llmlted to: costs of construction delays, addftlonal work for City, addltlonal Interest expenses, investigations, and the cost of establlshlng and maintaining a special division working under the City Manager to monitor prevailing wage compliance.
1. In the event of the failure by Contractor or any of Its Subcontractors to pay wages as provided In the Missouri Prevalllng Wage Acts City shall be entltled to deduct from the Contract Price, and shall retain as liquidated damages, one hundred dollars ($100.00) per day, per worker who Is paid less than the prevailfng hourly rate of wages. to approximate the addltlonar costs. The sum shall be deducted, paid or owed whether or not the contract Times have expired.
2. City shall give written notice to Contractor setting forth the workers who have been underpaid, the amount of the statutory penalty and the amount of the liquidated damages as provided for In this Subparagraph. Contractor shall have fourteen ( 14) calendar days to respond, which time may be extended by City upon written request. If Contractor falls to respond within the specified time, the City's original notice shall be deemed final. . If Contractor responds to City's notice, City will furnish Contractor a final decision In writing within five (5) days of completing any investigation.
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV.12-05-16)
ATTACHMENT B
164
DocuSlgn Envelope 10: 4A02583&-AE6M9F9-9947"'810B3DE1 BBDO C. Excessive Unemproyment.
1. Resident Laborers• means laborers who have been residents of the State of Missouri for at least thirty days and who intend to remain Missouri residents, and residents of Nonrestrictive States.
2. 11Nonrestrictive States•· means states identified by the Missouri Department of Labor and lndustrral Relatlons Division of Labor Standards that have not enacted state laws restricting Missouri laborers from working on publlc works projects. A list of Nonrestrictive States can be found on the Division web site at http:/(www.dolir.mo.gov/fs/index.htm.
3. A period of· Excessive Unemployment is declared when the Missouri Department of Labor and lndustrlal Relations Division of Labor Standards provrdea notice of such declaration.
When in effect, notice will be provided on the Division web site at http://www.dolir.mo.gov/ls/index.htm. It is Contractor's obligation to determine whether a period of Excessive Unemployment is in effect when this Contract Is let.
4. Contractor agrees to follow the provisions of Section .290.560 .. 290.575 RSMo and agrees that If a period of Excessive Unemployment has been declared at any point during the term of this Contract, tt wlll employ and require all Subcontractors of whatever tier to employ onJy Resident Laborers for the Work to be performed under this Contract. Provided, however, Contractor may use laborers who are not Resident Laborers when Resident Laborers are not available or are Incapable of performing the particular type .. of work. involved if Contractor so certifies fn writing to City and City Issues a written approvalw ·rhis provision does not apply to regularly employed nonresident executive, super:ytsory or technical emplo�ees.
Sic. 42. Workforce. If Contractor Is required to pay prevalling wages for the work.perfo�ed pursuant to this Contract, Contractor agrees to comply with all requirements of City's Construction Employment Program as enacted rn Cltyt
s Code, Sections 3 ... 501 through 3-525 and as hereinafter amended.
Contractor shall meet or exceed the construction employment goals unless the same shall have been waived in the manner provided by law. Contractor's compliance wJth thrs provision Is a material part of this Contract.
Contractor shall comply with City's Workforce Program Reporting System requirements. Contractor shall use City's Internet web based Workforce Program Reporting System provided by· City and protocols Included In that software during the term of this Contract. Contractor shall maintain user appllcatlons to City's provided system for all applicable personnel and shall require subcontractors to maintain appflcstlons.
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 17..ni�n:n
ATTACHMENT B
165
OocuSlgn Envelope ID: 4A025638-AE6A-49Ff.9947-81083DE1BBDO
CONTRACTOR
I hereby certify that I have the authority to execute
this document on behalf of CONTRACTOR.
c�-�.,. Graybar Electric company, Inc.
B.��c
T' e: &M4AF80Fi.«J41
CSVP' Sa 1 es
Date: 11/30/2017
Title: --•N�NIIMAl•Silll•Hi-r ... o,._f ... 12rKOMiiiQwWr:eMHilJ11fill8N-R11-t •l••�R,f'lliiGe ... 1---- Date: ___ . _Q-..,_,./,;z .__ • .... L ......>,;r.,._ __ , q. ________ _ -, I
MASTER CONTRACT FOR PRODUCTS AND SERVICES
(REV. 12-05-16)
Page20of20
ATTACHMENT B
166
DocuSign Envelope ID: 4EA9381F-36FD-451F-A419-7A512A984873 AMENDMENT NO. 1 to STANDARD CITY CONTRACT
MASTER CONTRACT FOR PRODUCTS AND SERVICES - THE CITY OF KANSAS CITY, MISSOURI CONTRACT NO.: EV2370.1
TITLE/DESCRIPTION: Electrical. Lighting. Data Communications and Security Products and Related Products. Services and Solutions
THIS Amendment No. 1 to Contract is between KANSAS CITY, MISSOURI, a constitutionally chartered municipal corporation ("CITY"), and GRAYBAR ELECTRIC COMPANY, INC. ("CONTRACTOR") WHEREAS, the City and the Contractor are parties to that certain Master Contract for Products and Services (No, EV2370), dated February 1, 2018 (the "Original Agreement"), pursuant to which Contractor agreed to sell, and the City agreed to buy, certain products and services on the terms and conditions set forth therein; WHEREAS, the parties mutually believe it is equitable, desirable and appropriate to amend the Original Agreement to more clearly address expected increases in Contractor's costs that were not anticpated and are and will not be reflected in the scheduled product price set forth in the Original Agreement; and WHEREAS, the parties mutually desire to amend the Agreement upon the terms and conditions set forth herein.
NOW THEREFORE, in consideration of the mutual covenants and promises contained in this Amendment, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto hereby agree as follows:
1. A new Section 38A is hereby inserted in the Original Agreement, as follows:
Sec. 38A. Other Charges. The contract price for Products shall be increased by the amount of any applicable tariff, excise, fee, assessment, levy, charge or duty of any kind whatsoever, imposed assessed or collected by any governmental body, whether or not reflected in the Product price charged to CONTRACTOR, and CONTRACTOR may increase its cost for Products appropriately to take into account such increases in CONTRACTOR'S Product costs.
2. Except as amended hereby, the Original Agreement and all of its terms shall remain in full force and effect.
AMENDMENT NO 1. TO MASTER CONTRACT FOR PRODUCTS AND SERVICES Page 1 of 2
ATTACHMENT B
167
DocuSign Envelope ID: 4EA9381F-36FD-451F-A419-7A512A984B73
CONTRACTOR
I hereby certify that I have the authority to execute
this document on behalf of CONTRACTOR.
Contractor: Graybar
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Title: VP
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17/2019
a e: --------------------
APPROVED AS TO FORM
Assistan ��aAtflG>rffl8y, ... (Date)
KANSAS CITY, MISSOURI rz:,bi�ne���
, By: LAODFC4EF24E34AB ...
Title: ____ M_a
n_a_g_er __o_f_P r_o_c_u_re_m_e_n_ts_e_r__v,_· c_e_s ____ _ Date: ____ 6_/_11;__2_0_19 ___________ _
AMENDMENT NO 1. TO MASTER CONTRACT FOR PRODUCTS AND SERVICES Page 2 of 2
ATTACHMENT B
168
Doc.usign Envelope ID: C23A9B56-6BFA-4044-9C35-427303FB6504 AMENDMENT NO. 2
CONTRACT EV2370 ELECTRICAL, LIGHTING, DATA
COMMUNICATIONS AND SECURITY PRODUCTS AND RELATED
PRODUCTS, SERVICES AND SOLUTIONS
GENERAL SERVICES DEPARTMENT
This amendment is between KANSAS CITY, MISSOURI, a constitutionally chartered municipal corporation (City), and Graybar Electric Company INC. (Contractor). The parties amend the Contract entered into on February 1, 2018, as follows:
Sec 2. Term of Contract and Additional Periods
A. Initial Term. The initial term of this Contract shall begin on February 1, 2018, and shall end on January 31, 2029. The Manager of Procurement Services is authorized to enter into an amendment of this contract with the CONTRACTOR to extend the term of this contract and time of performance for this contract.
B. Transition Term. Notwithstanding the expiration of the initial term or any subsequent term or all options to renew, CONTRACTOR and CITY shall continue performance under this Contract until the CITY has a new contract in place with either CONTRACTOR or another provider or until the CITY terminates the Contract.
C. City funding for this contract is annually appropriated per each department's budget on May 1
st of each year. CITY shall not have any financial obligations to Contractor under this amendment until the CITY issues a Purchase Order to Contractor.
Contractor shall not provide any services in excess of the dollar amount contained in any Purchase Order and Contractor shall not be entitled to any payment in excess of the dollar amount of the Purchase Orders from CITY.
Sec. 3. Sections not Amended. All other sections of the Contract shall remain in full force and effect.
Sec. 4. Effectiveness; Date. This amendment will become effective when all the parties have signed it. The date this amendment is signed by the last party to sign it will be deemed the date of this amendment.
Each party is signing this amendment on the date stated opposite that party's signature.
ATTACHMENT B
169
Docusign Envelope ID: C23A9856-6BFA-4044-9C35-427303FB6504 Date: 9/5/2024
9/5/2024
Date: -------------
Approved as to form:
9/5/2024
CONTRACTOR
I hereby certify that I have authority to execute this
document on behalf of Contractor
G
Signedby:
By: flttduu.i J 11�
BE3838501 F2441 D ...
Title: VP strategic Accounts
KANSAS CITY, MISSOURI
ocuSigned by:
Kut,.9o�
DA4266F30A55473 ...
Title:
Procurement Manager
ATTACHMENT B
170
(Rev. 8.25.2025)
EXHIBIT 8
INSURANCE REQUIREMENTS
NOT REQUIRED FOR GOODS
ATTACHMENT B
171
)
(Rev. 8.25.2025)
EXHIBIT C
CONTRACTOR'S QUOTE
ATTACHMENT B
172
Date: JAN. 20, 2026 Quote: SACAQUOTES25-18922-1 Quote
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Project Weston Ranch Solar (L TG)
Graybar Electric
1211 Fee Drive
Sacramento CA 95815
Phone: (916) 561-1900
From: Chris Cavazos
Quoter Ph:
Location Stockton CA
Quote SACA QUOTES25-18922-1 Email: [email protected] To: City of Stockton Corp Yard
1465 S Lincoln St
Stockton, CA 95206
For
Bid Date Jan. 20, 2026
Expires Feb. 28, 2026
Attn: Thinh Phan ([email protected])
Remarks:
GRAYBAR IS PLEASED TO QUOTE THE FOLLOWING MATERIAL. SUBJECT TO REQUOTE AS MANUFACTURERS IMPLEMENT ADDITIONAL FOREIGN TARIFFS.
QTY Type MFG Part Price UQ ExtPrice
133
133
133
Note
Notes:
QUOTING PER BELOW BOM ONLY; SUBJECT TO
APPROVAL. ANY DEVIATIONS FROM THIS BOM WILL
REQUIRE A REQUOTE. THE BELOW BOM IS PRICED
TO BE DIRECT SHIPPED FROM FACTORY TO JOB
SITE ONLY; IF OTHER SERVICES ARE NEEDED; A
SEPARATE QUOTE WILL BE PROVIDED AT THAT
TIME.
MISC RSL-PTM-CC-ST-T2-NW-**
Line Note: RSL-Yoke-Custom-Standard-Type 2-4000K
MISC
MISC
MISC
MISC
TENON ADAPTOR
SETUP - CUSTOM COLOR "STOCKTON GREEN"
ESTIMATED SALES TAX
SHIPPING
LEAD TIME JS EST. 10-12 WEEKS.
Total:
$3,216.00
$56.00
$18.00
$39,381.30
$16,550.00
$427,728.00
$7,448.00
$2,394.00
$39,381.30
$16,550.00
$493,501.30
NOTE: THIS PROPOSAL DOES NOT ADDRESS ANY TITLE 24 REQUIREMENTS THAT ARE NOT SPECIFICALLY SHOWN ON THE PLANS. GENERIC COMMENTS EMBEDDED IN THE PLANS & SPECIFICATIONS REGARDING THE NECESSITY OF THE PROJECT TO MEET TITLE 24 REQUIREMENTS WILL NOT BE ADDRESSED UNTIL THE
DESIGN OF THE PROJECT SPECIFICALLY DETAILS HOW THOSE REQUIREMENTS ARE GOING TO BE MET ON THIS PROJECT.
NOTE: UNLESS OTHERWISE NOTED; ALL COLOR SELECTIONS ARE BASED ON MANUFACTURER'S STANDARD PAINTED FINISH.
NOTE: FREIGHT IS NOT INCLUDED. CONTRACTOR RESPONSIBLE FOR FREIGHT.
Chris Cavazos Page 1/3
ATTACHMENT B
173
Quote: SAGA QUOTES25-18922-1 Quote
Q
Project Weston Ranch Solar (L TG)
Location Stockton CA
Quote SAGA QUOTES25-18922-1
Graybar Electric
1211 Fee Drive
Sacramento CA 95815
Phone: (916) 561-1900
From: Chris Cavazos
Quoter Ph:
Email: [email protected]
NOTE: ANY DEVIATIONS ON THE ABOVE QUOTE WILL BE SUBJECT TO A REQUOTE.
NOTE: SUBJECT TO APPROVAL.
NOTE: SPARE PARTS NOT INCLUDED UNLESS OTHERWISE NOTED.
NOTE: THERE IS A GLOBAL SUPPLY CHAIN SHORTAGE ON MULTIPLE COMPONENTS IMPACTING THE ELECTRICAL INDUSTRY. ALL LEAD-TIMES ARE SUBJECT TO CHANGE. PLEASE PLAN ACCORDINGLY AND RELEASE ORDERS EARLY IF POSSIBLE.
Terms and conditions of sale:
****Quote is only good for just a single release of all material from a single manufacturer.*** )
***Schneider Electric reserves the right to amend, withdraw or otherwise alter their material and lead-time quoted without penalty or charge as a result of any event beyond its control arising from or due to the current Covid-19 epidemic or events subsequent to this epidemic / pandemic including changes in laws, regulations, by laws or direction from a competent authority. EXCUSABLE DELAY Purchaser acknowledges that products sold hereunder and/or parts thereof may be produced in, or otherwise sourced from, or will be installed in areas already affected by, or that may be affected in the future by, the prevailing COVID-19 epidemics/pandemic and that the situation may trigger stoppage, hindrance or delays in the capacity of Schneider Electric (or its subcontractors) to produce, deliver, install or service the products, irrespective of whether such stoppage, hindrance or delays are due to measures imposed by authorities or deliberately implemented by Schneider Electric (or its subcontractors) as preventive or curative measures to avoid harmful contamination exposure of the employees of Schneider Electric (or its subcontractors). Purchaser therefore recognizes that such circumstances shall be considered as a cause for excusable delay not exposing Schneider Electric to contractual sanctions including without limitation any delay penalties, liquidated or other damages or termination for default.*** ***DELAY IN DELIVERY - Graybar is not to be accountable for delays in delivery occasioned by acts of God,.failure of its suppliers to ship or deliver on time, or other circumstances beyond Graybar's resasonable control, including, but not limited to sourcing, shipment or delivery issues caused by, related to, or resulting from COVID-19 or other similar nationa.1 or global health situations. Factory shipment or delivery dates are the best estimates of our suppliers, and in no case shall Graybar be liable for any consequential or special damages from any delay in shipment or delivery. ***
NO SPARES ARE INCLUDED UNLESS NOTED ABOVE.
THE BID IS QUOTED ( AS SPECIFIED OR APPROVED EQUAL )
NO LAMPS, FUSES ETC, TAX, AND / OR ACCESSORIES ARE INCLUDED UNLESS OTHERWISE NOTED.
APPROXIMATE LEAD TIMES AND SHIPPING POINTS AVAILABLE UPON REQUEST.
THIS QUOTE MAY QUALIFY FOR GRAYBAR LEASING PROGRAM PLEASE CONTACT 800-241-7408.
QUOTE IS BASED STRICTLY ON INFORMATION SUPPLIED BY YOU AT BID TIME.
QUOTE IS LIMITED TO THE ABOVE AND/OR ATTACHED BILL OF MATERIAL.
SALES TAX IS NOT INCLUDED.
S.P. - Shipping Point
DEST - Destination
S.P.F.A. - Shipping Point Freight Allowed
S.P.P.P.D. - Shipping Point Prepaid and Bill the Freight Graybar follows a thorough approval process for all suppliers in an effort to help our customers make the best purchasing decision.
Chris Cavazos Page 2/3
ATTACHMENT B
174
Quote: SAGA QUOTES25-18922-1 Quote
Project Weston Ranch Solar (L TG)
Graybar Electric
1211 Fee Drive
Sacramento CA 95815
Phone: (916) 561-1900
From: Chris Cavazos
Quoter Ph:
Location Stockton CA
Quote SAGA QUOTES25-18922-1 Email: [email protected] There are occasions where the approval process requires more time than the quotation process. Additionally, this process sometimes
produces issues which may cause our original quotation to be altered or even cancelled due to circumstances beyond our control.
Consequently, we are making this quotation to you in the interest of time, but reserve the right to make changes to our quotation as a
result of the approval process.
Graybar Standard Terms and Conditions of Sale apply unless other terms have be�n agreed to by Graybar and Customer in writing. See www.graybar.com for the Graybar Standard Terms and Conditions of Sale.
Chris Cavazos Page 3/3
ATTACHMENT B
175
City of Stockton
Legislation Text
File #: 26-0149, Version: 1
APPROVE MOTION TO AUTHORIZE THE PURCHASE OF SEDANS AND SUVS
RECOMMENDATION
It is recommended that the City Council approve a motion to:
1. Approve findings pursuant to Stockton Municipal Code section 3.68.070 in support of an exception to the competitive bidding process.
2. Approve the use of a Leveraged Purchasing Agreement through the State of California, Department of General Services, Contract No. 1-22-23-10 B-E, in the amount of $33,143.10, from Winner Chevrolet of Colfax, CA, for the purchase of one sedan.
3. Approve the use of a Leveraged Purchasing Agreement through the State of California, Department of General Services, Contract No. 1-22-23-10 B-E, in the amount of $56,486.68, from Freeway Toyota of Hanford, CA, for the purchase of two sedans.
4. Approve the use of a Leveraged Purchasing Agreement through the State of California, Department of General Services, Contract No. 1-22-23-23 B-I, in the amount of $128,534.94, from Freeway Toyota of Hanford, CA, for the purchase of three SUVs.
5. Authorize the City Manager to execute three Cooperative/Piggyback Purchase Agreements, in the total amount of $218,164.72, with Winner Chevrolet and Freeway Toyota for the purchase of three sedans and three SUVs.
It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.
Summary
Public Works is responsible for maintaining the City’s fleet of vehicles and equipment. Staff recommends the replacement purchase of three sedans, two SUVs, and the addition of one SUV (Attachment A). The proposed replacement units have surpassed their stated life cycles for performance and efficiency of 10 years and/or 100,000 miles. The Leveraged Purchasing Agreements (LPAs) will allow for the procurement of vehicles, meeting the needs of the City.
An LPA is available to California State and local government agencies to streamline the procurement process and takes advantage of volume purchasing. LPA contracts have been competitively bid, reviewed, evaluated, and recommended to the State of California for consideration of award. The specifications for vehicles with various equipment available through the State of California meet the City of Stockton Page 1 of 3 Printed on 2/26/2026
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File #: 26-0149, Version: 1
City’s requirements for this type of equipment.
On October 9, 2025, the Purchase of Sedans, Vans, and SUVs, Project No. OM-25-122, was advertised for bids. On October 30, 2025, the City received two bids for this project. Both bids received were partial bids, which only contained submissions for vans. Due to the unresponsive bid result for the sedan and SUV portion of the bid, Public Works’ staff recommends the use of LPAs through the State of California, Department of General Services (DGS), Contract Nos. 1-22-23-10 BE and 1-22-23-23 B-I.
It is recommended that Council approve a motion authorizing the City Manager to execute three Cooperative/Piggyback Purchase Agreements (COOPs) through the State of California, DGS, with Winner Chevrolet and Freeway Toyota, in the total amount of $218,164.72, for the purchase of three sedans and three SUVs (Attachments B, C, and D).
DISCUSSION
Background
Public Works is responsible for maintaining the City’s fleet of vehicles and equipment. The City’s replacement criteria for light-duty sedans and SUVs, based on industry standards for performance and efficiency, is 10 years and/or 100,000 miles. Adherence to this standard replaces equipment before routine failures and breakdowns are experienced, reducing the demand for extensive mechanical repairs. The replacement standard increases the resources available for preventative maintenance and is critical to the availability and performance of all fleet equipment, which includes all public safety and emergency response vehicles. Fleet staff identified three sedans and two SUVs in service that exceed the age and/or mileage criteria or have recurring mechanical or operational problems (Attachment A).
On October 9, 2025, the Purchase of Sedans, Vans, and SUVs, Project No. OM-25-122, was advertised for bids. On October 30, 2025, the City received two bids for this project. Both bids received were partial bids, which only contained submissions for vans. Due to the unresponsive bid result for the sedan and SUV portion of the bid, Public Works’ staff recommends the use of LPAs through the State of California, DGS, Contract Nos. 1-22-23-10 B-E and 1-22-23-23 B-I.
Present Situation
The use of LPA contracts streamlines the procurement process and takes advantage of volume purchasing. LPA contracts have been competitively bid, reviewed, evaluated, and recommended to the State of California for consideration of award. The use of these contracts is optional and is available to California State and local government agencies.
It is recommended that Council approve a motion authorizing the City Manager to execute three COOPs through the State of California, DGS, in the total amount of $218,164.72, for the purchase of one sedan in the amount of $33,143.10 from Winner Chevrolet of Colfax, CA (Attachment B), two sedans in the amount of $56,486.68 from Freeway Toyota of Hanford, CA (Attachment C), and three SUVs in the amount of $128,534.94 from Freeway Toyota of Hanford, CA (Attachment D). The City of Stockton Page 2 of 3 Printed on 2/26/2026
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File #: 26-0149, Version: 1
equipment being replaced will be removed from the fleet and sold at public auction.
Findings
Pursuant to Stockton Municipal Code section 3.68.070, Council may approve findings which support an exception to the competitive bidding process. Proposed findings for the LPAs include:
1. State of California, DGS, established LPAs with Winner Chevrolet and Freeway Toyota to provide access to preferential pricing for vehicles.
2. The LPAs with Winner Chevrolet and Freeway Toyota were established pursuant to a formal competitive bidding process conducted by the State of California, DGS, on behalf of its governmental members, of which the City is one.
3. Taking advantage of the LPAs negotiated by the State of California will save the administrative expense of City staff conducting separate procurements.
4. The specifications for the replacement equipment available through the State of California, DGS, contracts meet the City’s requirements for their equipment type.
FINANCIAL SUMMARY
There are sufficient funds available in the Public Works FY 2025-26 Fleet Internal Service Fund, Equipment Acquisition Account, and the Municipal Utilities Department, Capital Outlay Vehicle Acquisition Accounts, for the purchase of six vehicles in the amount of $218,164.72.
Attachment A - Equipment Replacement List
Attachment B - COOP with Winner Chevrolet (Sedan)
Attachment C - COOP with Freeway Toyota (Sedans)
Attachment D - COOP with Freeway Toyota (SUVs)
City of Stockton Page 3 of 3 Printed on 2/26/2026
powered by Legistar™178
UNIT YEAR MAKE MODEL CLASS DEPT DIVISION PURCHASE ACCOUNT SPEC DEALER TOTAL 5394 2013 TOYOTA PRIUS SEDAN PW FLEET 4530-718-800004-500-000-00-45-000-000- A WINNER CHEV $ 33,143.10
3994 2015 FORD FUSION SEDAN CM OVP 4530-718-800004-500-000-00-45-000-000- B FREEWAY TOYOTA $28,243.34
5396 2013 TOYOTA PRIUS SEDAN FD FIRE
PREVENTION 4530-718-800004-500-000-00-45-000-000- B FREEWAY TOYOTA $28,243.34
ADD - - - SUV MUD ENGINEERING
6518-000-800003-600-000-00-65-000-000- (24%)
6518-000-800003-610-000-00-65-000-000- (65%)
6518-000-80003-620-000-00-65-000-000- (11%)
C FREEWAY
TOYOTA $52,077.28
5271 2009 FORD F-250 SUV MUD LABS 6519-000-800003-600-000-00-65-000-000- (30%) 6519-000-800003-610-000-00-65-000-000- (70%) D FREEWAY TOYOTA $38,228.83 5373 2013 FORD ESCAPE SUV MUD WW
OPERATIONS 6513-000-800003-610-000-00-65-000-000- D FREEWAY TOYOTA $38,228.83
ATTACHMENT A
179
\5cITYOF
STOCKTON COOPERATIVE/PIGGYBACK PURCHASE AGREEMENT
AGREEMENT SUMMARY:
1. Cooperative/Piggyback
Name:
2. Contractor:
3. Cooperative Agency
Agreement Name and
Agreement Number:
4. Cooperative Agency
Agreement Term:
5. Cooperative Agency's
Agreement-Options to
extend:
6. Cooperative Agency
Amended Term:
7. Cooperative Agency
Remaining Options to
Renew:
8. _City of Stockton
Cooperative Purchase
Agreement Term:
Initial
9. City of Stockton
Cooperative/ Piggyback
Purchase Agreement
Amount:
(Rev. 1.14.2026)
State of California Statewide Contract
Winner Chevrolet
State of California, Department of General Services
Contract No. 1-22-23-10 B through E
Fleet Vehicles - Cars
Start Date: 5/1/2022
End Date: 4/30/2027
N/A
N/A
N/A
Start Date: Upon Execution
End Date: 4/30/2027
Not to Exceed $33,143.10 for the term of the
Agreement
ATTACHMENT B Page 1 of 27
180
AGREEMENT
The City of Stockton, a California municipal corporation on behalf of itself and its associated entities ("City"), and the above-named Contractor ("Contractor"), do hereby agree that City shall be granted the pricing, terms, and conditions under the above referenced State of California Statewide Contract 1-22-23-10 B through E ("COOP") as such may be amended from time to time. The COOP and associated documents referenced in the agreement are incorporated herein as Exhibit A to this City Cooperative/Piggyback Purchase Agreement ("Agreement").
Contractor shall grant such pricing, terms, and conditions to City for all procurements of goods and services, whether taking place on a City purchase order, purchasing card (credit card), or other purchasing modality, whether via telephone, via the Contractor website, or via direct purchase at a Contractor retail location.
1. Agreement Term: The Term of this Agreement shall remain in effect from date of the signing of this Agreement through 4/30/2027 unless terminated earlier by the City.
2. Insurance and Hold Harmless: In addition to the pricing, terms and conditions stated in the COOP and the associated documents incorporated herein as Exhibit A, Contractor shall, at Contractor's sole cost and expense and for the full term of the Agreement or any extension thereof, obtain and maintain at least all the insurance requirements listed in attached Exhibit B.
To the fullest extent permitted by law, Contractor shall hold harmless, defend and indemnify City of Stockton and its officers, officials, employees and volunteers from and against any and all liability, loss, damage, expense, costs (including without limitation costs and fees of litigation) of every nature arising out of or in connection with Contractor's performance of work hereunder or its failure to comply with any of its obligations contained in the agreement, except such loss or damage which was caused by the sole negligence or willful misco�duct of the City of Stockton. This obligation is independent of, and shall not in any way be limited by, the minimum Insurance obligations contained in this Agreement. These obligations shall survive the completion or termination of this Agreement.
3. Compensation: City and Contractor do hereby enter into this Agreement for the purchase of one sedan available in the above-named COOP and associated documents incorporated herein as Exhibit A and referenced in the attached quote Exhibit C. In no way, shall payment to the Contractor during the term of this Agreement exceed $33,143.10 for the purchase of one sedan. Any person signing this Agreement on behalf of City or Contractor does warrants that he or she has full authority to do so. (Rev. 1.14.2026)
ATTACHMENT B Page 2 of 27
181
182
Department of General Services
Procurement Division
707 Third Street, 2nd Floor
West Sacramento, CA 95605-2811
State of California
STATEWIDE CONTRACT
USER INSTRUCTIONS All changes to most recent Supplement are in bold red italic. Additions are enclosed in asterisks, *, and deletions are enclosed in brackets, [].
MANDATORY
*Supplement 21*
*(Incorporates Supplements 1 – 21)*
ISSUE AND EFFECTIVE DATE: *12/11/2025*
CONTRACT NUMBER: 1-22-23-10 B through E
DESCRIPTION: Fleet Vehicles – Cars
CONTRACTOR(S): Ocean Honda (1-22-23-10B)
Freeway Toyota (1-22-23-10C)
Winner Chevrolet (1-22-23-10D)
US Fleet Source (1-22-23-10E)
CONTRACT TERM: 05/01/2022 through 04/30/2027 C - E
05/01/2022 through 04/30/2026 B
STATE CONTRACT ADMINISTRATOR: Frank Martin
279-946-8035
[email protected]
The contract user instructions, products, and pricing are included herein. All purchase documents issued under this contract incorporate the contract terms and applicable California General Provisions:
Non-IT General Provisions (rev 11/19/2021)
Cal eProcure link: www.caleprocure.ca.gov
ATTACHMENT B EXHIBIT A Page 4 of 27
183
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
All changes to most recent Supplement are in bold red italic. Additions are enclosed in asterisks; deletions are enclosed in brackets.
SUMMARY OF CHANGES
Supplement
Number Description/Articles Supplement
Date
*21 ¾ Attachment A – Contract Pricing:
pricing has been updated. 12/11/2025*
20 ¾ Attachment A – Contract Pricing: pricing
has been updated. 11/26/2025
19 ¾ Attachment A – Contract Pricing –
Supplement 17 has been replaced with
Attachment A – Contract Pricing –
Supplement 19.
¾ Article 6 – Contract Items language has
been updated.
09/03/2025
18 ¾ Cover Page: Extension of Contracts C
through E.
¾ Article 31: Added language.
04/16/2025
17 ¾ Article 34: updated language.
¾ Attachment A – Contract Pricing
Supplement 14: was replaced with
Attachment A – Contract Pricing –
Supplement 17.
¾ Contact Information for Winner Chevrolet
has been updated.
02/21/2025
16 ¾ Added Section 30 – Vetted
Forms/Certifications. 7/22/2024
15 ¾ Cover Page: Extension of Contracts. 6/11/2024
14 ¾ Article 33: updated language.
¾ Attachment A – Contract Pricing
Supplement 13: was replaced with
Attachment A – Contract Pricing –
Supplement 14.
¾ Attachment C – PCRC: was replaced with
Attachment C – PCRC Supplement 14.
¾ Attachment D – Vehicle Specifications
Supplement 1: was replaced with
Attachment D – Vehicle Specifications
Supplement 14.
5/02/2024
ATTACHMENT B EXHIBIT A Page 5 of 27
184
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
13 ¾ Termination of Contract 1-22-23-10A.
¾ Cover Page and Articles 1, 8, 12, 22, 25,
26, and 33: updated language.
¾ Attachment A – Contract Pricing
Supplement 12: was replaced with
Attachment A – Contract Pricing –
Supplement 13.
4/19/2024
12 ¾ Attachment A – Contract Pricing
Supplement 11 has been replaced with
Attachment A – Contract Pricing –
Supplement 12.
3/14/2024
11 ¾ Attachment A – Contract Pricing
Supplement 10 has been replaced with
Attachment A – Contract Pricing –
Supplement 11.
2/09/2024
10 ¾ Attachment A – Contract Pricing
Supplement 8 has been replaced with
Attachment A – Contract Pricing –
Supplement 10.
1/12/2024
9 ¾ Lithia Nissan contact information updated. 12/12/2023 8 ¾ Attachment A – Contract Pricing
Supplement 7 has been replaced with
Attachment A – Contract Pricing –
Supplement 8
12/06/2023
7 ¾ Attachment A – Contract Pricing
Supplement 5 has been replaced with
Attachment A – Contract Pricing –
Supplement 7
10/30/2023
6 ¾ Update State Contract Administrator
information.
08/04/2023
5 ¾ Attachment A – Contract Pricing
Supplement 4 has been replaced with
Attachment A – Contract Pricing –
Supplement 5
01/23/2023
4 ¾ Attachment A – Contract Pricing
Supplement 3 has been replaced with
Attachment A – Contract Pricing –
Supplement 4
11/04/2022
ATTACHMENT B EXHIBIT A Page 6 of 27
185
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
3 ¾ Attachment A – Contract Pricing
Supplement 2 has been replaced with
Attachment A – Contract Pricing –
Supplement 3
09/19/2022
2 ¾ Attachment A –Contract Pricing has been
replaced with Attachment A – Contract
Pricing – Supplement 2
¾ Article 32 - STATE AND LOCAL
GOVERNMENT EMPLOYEE PRICING –
link updated
08/16/2022
1 ¾ Attachment D – Vehicle Specifications has
been added
05/26/2022
N/A Original Contract Posted 05/01/2022
All other terms and conditions remain the same.
ATTACHMENT B EXHIBIT A Page 7 of 27
186
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
ATTACHMENT B EXHIBIT A Page 8 of 27
187
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
ATTACHMENT B EXHIBIT A Page 9 of 27
188
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
SCOPE
The State’s contracts provide Fleet Vehicles - Cars at contracted pricing to the State of California and local governmental agencies in accordance with the requirements of Contracts # 1-22-23-10 B – E. The Contractor shall supply the entire portfolio of products as identified in their contract and will be the primary point of contact for data collection, reporting, and distribution of Fleet Vehicles - Cars to the State.
The contract term is for three (3) years with an option to extend the contract for two (2) additional one (1) year periods or portion thereof. The terms, conditions, and prices for the contract extension option shall be by mutual agreement between the contractor and the State. If a mutual agreement cannot be met the contract may be terminated at the end of the current contract term.
CONTRACT USAGE/RULES
A. State Departments
x The use of this contract is mandatory for State of California departments. State Departments may purchase any vehicle that is awarded to each line item. This contract does not include ranking.
x State departments must adhere to all applicable State laws, regulations, policies, best practices, and purchasing authority requirements, e.g. California Codes, Code of Regulations, State Administrative Manual, Management Memos, and State Contracting Manual Volume 2 and SCM-F as applicable. x Prior to placing orders against this contract, State departments must have been granted non-IT purchasing authority by the Department of General Services, Procurement Division (DGS-PD) for the use of this statewide contract. State departments that have not been granted purchasing authority by DGS-PD for the use of the State’s statewide contracts may contact DGS-PD’s Purchasing Authority Management Section by e-mail at [email protected].
x Departments must have a Department of General Services (DGS) agency billing code prior to placing orders against this contract. Ordering departments may contact their Purchasing Authority contact or their department’s fiscal office to obtain this information.
B. Local Governmental Agencies
x Local governmental agency use of this contract is optional. x Local government agencies are defined as “any city, county, city and county, district or other governmental body or corporation”, per Public Contract Code Chapter 2, Section 10298 (b), empowered to expend public funds for the acquisition of products; this includes the California State Universities (CSU) and University of California (UC) systems, K-12 schools and community colleges. While the State makes this contract available to local governmental agencies, each local ATTACHMENT B EXHIBIT A Page 10 of 27
189
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
governmental agency should determine whether this contract is consistent with its procurement policies and regulations.
x Local governmental agencies shall have the same rights and privileges as the State under the terms of this contract. Any agencies desiring to participate shall be required to adhere to the same responsibilities as do State agencies and have no authority to amend, modify or change any condition of the contract. x A DGS issued billing code is not required for local governmental agencies to place orders against this contract.
C. Unless otherwise specified within this document, the term “ordering agencies” will refer to all State departments and/or local governmental agencies eligible to utilize this contract. Ordering and/or usage instructions exclusive to State departments or local governmental agencies shall be identified within each article.
DGS ADMINISTRATIVE FEES
A. State Departments
The DGS will bill each State department an administrative fee for use of this statewide contract. The administrative fee should NOT be included in the order total, nor remitted before an invoice is received from DGS.
Current fees are available online in the Price Book & Directory of Services (https://www.dgs.ca.gov/OFS/Price-Book) (go to Price Book Download and click on Purchasing under Procurement Division).
B. Local Governmental Agencies
For all local government agency transactions issued against the contract, the Contractor is required to remit the DGS-PD an Incentive Fee of an amount equal to
1.25% of the total purchase order amount excluding taxes and freight. This Incentive Fee shall not be included in the agency’s purchase price, nor invoiced or charged to the purchasing entity. All prices quoted to local governmental agency customers shall reflect State contract pricing, including any and all applicable discounts, and shall include no other add-on fees.
SB/DVBE OFF-RAMP PROVISION
There is no SB/DVBE off ramp associated with this contract.
PROBLEM RESOLUTION/SUPPLIER PERFORMANCE
Ordering agencies and/or Contractor shall inform the State Contract Administrator of any technical or contractual difficulties encountered during contract performance in a timely manner. This includes and is not limited to informal disputes, supplier performance, outstanding deliveries, etc. The ordering agency should include all relevant information and/or documentation (e.g., purchase documents).
ATTACHMENT B EXHIBIT A Page 11 of 27
190
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
CONTRACT ITEMS
Contract vehicles and pricing are listed on Attachment A, Contract Pricing. All prices listed shall be fixed as the maximum cost for the contract period unless a price increase is granted.
Each line item description on Attachment A, Contract Pricing, provides a description of the minimum requirements that each vehicle in that line item has met or exceeded.
A Maintenance Plan is offered on all light duty vehicles less than 8500 lbs Gross Vehicle Weight Rating (GVWR). Maintenance Plan pricing is listed on Attachment A, Contract Pricing. The purchase of the Maintenance Plan is optional. See Article 29, Maintenance Plan for more detailed information.
California Air Resources Board (CARB)-Aligned Vehicles
State departments are required to purchase designated vehicle categories from Original Equipment Manufacturers (OEM) that recognize California’s authority to set vehicle emissions standards under section 209 of the Clean Air Act and have aligned with CARB in their commitment to reducing their fleets’ emissions (CARB-aligned).
CARB-aligned vehicles are identified on Attachment A, Contract Pricing. For a complete list of CARB-aligned vehicles and vehicle categories subject to this policy, visit the DGS, Office of Fleet and Asset Management website at: Vehicle Manufacturer Purchasing Restrictions.
Price Increases
Price increases may be requested with each model year change and will be posted on a quarterly basis.
Quarterly Increases shall be processed on the following calendar days:
x July 1st
x October 1st
x January 1st
x April 1st
Contractors are requested to price protect the contracted price for the duration between the price increase request and the time the increase is processed. If the Contractor is unable to honor the price protection, the Contractor’s vehicle(s) will be unavailable for ordering until the price increases have been evaluated and approved.
Multiple Award
Some line items may have multiple vehicles awarded with different make and models available. State Departments may choose any vehicle identified in the subject line item.
There is no vehicle ranking associated with this contract.
ATTACHMENT B EXHIBIT A Page 12 of 27
191
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
Sales Tax
The sales tax rate applied should be based on the rate of the “Bill To” address listed on the Purchase Order.
Options
All factory options shall be available and priced at Contractor cost plus up to 10% for an addition or Contractor cost minus up to 10% for a deletion in accordance with the manufacturer’s current model year price list. Types of equipment changes which might be made include, but are not limited, to the following:
• Add trailer tow package
• Add Bluetooth
• Add parking sensors
• Delete pick up box (bed)
In no case shall options be included or deleted in such a manner as to cause the vehicle to conflict with any other line item on any other vehicle contract.
The Contractor shall provide ordering agencies a copy of the current model year factory price sheet with requested options, within ten calendar days of request.
Third-party upfitting (e.g. utility body) may be requested by ordering agencies, however, this service is non-mandatory. When applicable, third-party upfits shall be subject to the same pricing provisions as factory options.
Note: Vehicles with added or deleted options MUST continue to meet the appropriate minimum specification.
Tire Fee
Purchase orders MUST include the State mandated $1.75 per tire fee.
Document Processing Charge
In accordance with the California Vehicle Code Section 4456.5, a Contractor may charge the ordering agency a document processing charge for the preparation and processing of documents, disclosures, titling, registration, and information security obligations imposed by state and federal law. The document processing charge shall not exceed $85 per vehicle purchased.
A Contractor may charge the ordering agency an electronic filing fee, which does not exceed the actual amount the Contractor is charged by a first-line service provider. The electronic filing fee shall not exceed $30 per vehicle purchased.
ATTACHMENT B EXHIBIT A Page 13 of 27
192
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
SPECIFICATIONS
All products must conform to the attached State of California Bid Specification Number 2310- 4181 dated 08/16/2021 (Attachment B).
Vehicle color shall be a solar reflective color (white, silver metallic, or gold metallic) per SAM Section 3620.1 (exceptions are listed in the same manual section).
CUSTOMER SERVICE
The Contractor shall provide office and personnel resources for responding to inquiries, including telephone and email coverage weekdays during the hours of 8:00 a.m. - 5:00 p.m., PT.
The customer service unit shall be staffed with individuals that:
x Are trained in the requirements of this contract
x Have the authority to take administrative action to correct problems that may occur The Contractor’s customer service unit shall respond to all customer inquiries within two (2) business days of initial contact.
Dealer Contract # Contact Phone Email
Ocean Honda 1-22-23-10B Pat Ireland (559) 707-
5735 [email protected]
Freeway Toyota 1-22-23-
10C Pat Ireland (559) 707-5735 [email protected] Winner
Chevrolet
1-22-23-
10D
Jerry
Powers
(916) 426-
5752 [email protected]
US Fleet
Source 1-22-23-10E Lisa Molino
(626) 344-
4285 [email protected]
Note: Ordering agencies are encouraged to have one point of contact for inquiries, quotes, and orders whenever possible. Multiple calls and emails from various requestors for the same information can slow customer service response times.
PRODUCT SUBSTITUTIONS
Under no circumstance is the Contractor permitted to make substitutions with noncontract/unauthorized vehicles without approval of the DGS Contract Administrator (CA).
PURCHASE EXECUTION
A. State Departments
1) Std. 65 Purchase Documents
ATTACHMENT B EXHIBIT A Page 14 of 27
193
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
State departments not transacting in FI$CAL must use the Purchasing Authority Purchase Order (Std. 65) for purchase execution. An electronic version of the Std. 65 is available at the Office of State Publishing web site:
https://www.dgsapps.dgs.ca.gov/osp/StatewideFormsWeb/Forms.aspx (select Standard Forms).
All Purchasing Authority Purchase Orders (Std. 65) must contain the following:
x Agency Order Number (Purchase Order Number)
x Ordering Agency Name
x Agency Billing Code
x Purchasing Authority Number
x Leveraged Procurement Number (Contract Number)
x Supplier Information (Contact Name, Address, Phone Number, Fax Number, E-mail)
x Line Item number
x Quantity
x Unit of Measure
x Commodity Code Number
x Product Description
x Unit Price
x Extension Price
x Office of Fleet and Asset Management (OFAM) Approval Stamp (State departments only)
2) FI$CAL Purchase Documents
State departments transacting in FI$CAL will follow the FI$CAL procurement and contracting procedures.
3) Blanket Orders
The use of blanket orders against this statewide contract is not allowed.
B. Local Governmental Agencies
Local governmental agencies may use their own purchase document for purchase execution. The purchase documents must include the same data elements as listed above (Exception: Purchasing Authority Number is used by State departments only).
MINIMUM ORDER
The minimum order shall be one (1) vehicle.
ORDERING PROCEDURE
A. Ordering Methods:
ATTACHMENT B EXHIBIT A Page 15 of 27
194
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
Ordering agencies are to submit appropriate purchase documents directly to the contractor(s) via one of the following ordering methods:
x U.S. Mail
x Facsimile
x Email
The contractor’s Order Placement Information is as follows:
ORDER PLACEMENT INFORMATION
Contract #
1-22-23-10B
U.S. Mail:
Ocean Honda
3801 Soquel Dr
Soquel, CA 95073
Attn: Pat Ireland
Facsimile:
(559) 961-4601
Email:
[email protected]
Contract #
1-22-23-10C
U.S. Mail:
Freeway Toyota
1835 Glendale Avenue
Hanford, CA 93230
Attn: Pat Ireland
Facsimile:
(559) 961-4601
Email:
[email protected]
Contract #
1-22-23-10D
U.S. Mail:
Winner Chevrolet
8575 Laguna Grove
Drive
Elk Grove, CA 95757
Attn: Jerry Powers
Facsimile:
(916) 421-0149
Email:
[email protected]
Contract #
1-22-23-10E
U.S. Mail:
US Fleet Source
979 S. Village Oaks Drive
Covina, Ca 91724
Facsimile:
(626) 228-3077
Email:
[email protected]
When using any of the ordering methods specified above, all State departments must conform to proper State procedures.
ORDER ACCEPTANCE
The Contractor shall accept orders from any State department or local governmental agency. The Contractor shall not accept purchase documents for this contract that:
x Are incomplete;
x Are submitted without OFAM approval stamp
x Contain non-contract items; or
x Contain non-contract terms and conditions.
ATTACHMENT B EXHIBIT A Page 16 of 27
195
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
The Contractor must not refuse to accept orders from any State department or local governmental agency for any other reason without written authorization from the CA.
ORDER ACKNOWLEDMENT
The Contractor will provide the ordering agencies with an order receipt acknowledgment via e-mail/facsimile within ten (10) calendar days after receipt of an order. The acknowledgement will include:
x Ordering Agency Name
x Agency Order Number (Purchase Order Number)
x Description of Goods
x Vehicle Model Year
x Total Cost
x Date order is placed with manufacturer
x Anticipated Delivery Date
x Delayed Production Notification (if applicable)
x Discontinued Vehicle Notification (if applicable)
Contractor shall notify the ordering agency of any delays in production or delays in orders being accepted by the manufacturer for any period of time. Contractor shall provide estimated production start date and delivery date.
DELAYED PRODUCTION REMEDY
Upon receipt of order acknowledgment identifying a delay in production or orders not being accepted by the manufacturer, the ordering agencies shall have the following options:
x Request back order; or
x Cancel the item from the order with no penalty
DISCONTINUED VEHICLE REMEDY
Upon receipt of order acknowledgment identifying discontinued items, the ordering agencies shall have the following options:
x Amend purchase document to reflect DGS approved replacement vehicle; or x Cancel the item from the order.
Under no circumstance is the Contractor permitted to make substitutions with noncontract/unauthorized vehicles without approval of the DGS CA.
DELIVERY PROCEDURES
Pre-Delivery Checklist
Prior to delivery, each vehicle shall be completely inspected, serviced, and detailed by the delivering Contractor and/or the manufacturer’s pre-delivery service center. A copy of the ATTACHMENT B EXHIBIT A Page 17 of 27
196
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
pre-delivery checklist shall be completed for each vehicle, signed by a representative of the organization performing the inspection/service, and delivered with the vehicle.
Delivery:
Delivery shall be within one hundred and fifty (150) days after receipt of order unless there is a delay in production/order acceptance from the manufacturer when changing from one model year to the next. Contractor shall notify the ordering agency of such delay per Article 14, Order Acknowledgement.
Orders requiring customized work by a 3rd party supplier may exceed the delivery period requirement. Contractor shall notify ordering agency of extended delivery period per Article 14, Order Acknowledgement.
Caravan or drive-away method of delivery from the factory to a Contractor is not acceptable unless agreed upon by the ordering agency.
Drop ship deliveries shall not be made without prior State inspection. All vehicles shall be delivered with no less than five (5) gallons of fuel in the tank.
Unless pre-arranged between the Contractor and the ordering agency, vehicles delivered with more than 50 miles on the odometer may be charged fifty (50) cents per mile in excess of 50 miles. This charge may be reflected on the invoice as a deduction from the order price. Vehicles with more than five hundred (500) miles on the odometer may not be accepted.
**Cab and Chassis trucks may require driving from an out-of-state factory and may exceed the five hundred (500) mile or less expectation. The Contractor shall notify the ordering Department at the time of purchase order execution.
When feasible, Contractor is requested to make deliveries in metropolitan areas during off-peak hours. Off-peak hours are Monday through Friday, 10:00 AM to 4:00 PM PST.
Documents
The following documents shall be delivered to the receiving agency with the vehicle:
x Completed and signed pre-delivery service checklist, including the order number and Vehicle Identification Number (VIN)
x “Line Set Tickets” or “Window (Monroney) Sticker” showing all options installed x One (1) copy of the warranty, including applicable certificates, cards, etc. x One (1) copy of the owner’s manual.
INSPECTION AND ACCEPTANCE
Vehicles ordered for State use will be inspected by a State inspector at the Contractor’s place of business or as otherwise agreed to by the Contractor and ordering agency.
ATTACHMENT B EXHIBIT A Page 18 of 27
197
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
Inspection will commence within five (5) working days of notification that a vehicle is ready for inspection. Inspection will include:
x Specification Compliance
x Workmanship
x Appearance
x Proper Operation of all Equipment and Systems
x Presence of all Applicable Documents
In the event deficiencies are detected, the vehicle will be rejected, and the Contractor will be required to make the necessary repairs, adjustments or replacements. Payment and/or the commencement of a discount period (if applicable) will not begin until the defects are corrected and the vehicle is re-inspected and accepted.
Completion of inspection or acceptance by the State inspector shall in no way release the Contractor from satisfying the requirements of the contract, specifications, and warranty.
Deviations from the specified requirements that are detected by the inspection shall be corrected by the Contractor in an expeditious manner at no expense to the ordering agency.
Inspection by local agencies will be at the Contractor’s place of business or as otherwise agreed to by the Contractor and local agency.
EMERGENCY/EXPEDITED ORDERS
Not Applicable.
FREE ON BOARD (F.O.B.) DESTINATION
Contractors shall deliver vehicles to State or local agencies located in Sacramento County at no additional cost for delivery. If the Purchase Order indicates delivery outside Sacramento County, the Contractor and agency may negotiate delivery costs. If delivery is subject to an additional delivery charge, it shall be shown as a separate item on the purchase order and invoice.
State departments requesting delivery outside of Sacramento County must contact the Transportation Management Unit for freight rate comparisons to confirm appropriate pricing if the Contractor is delivering the vehicle.
Responsibility and liability for loss or damage for all orders shall remain with the Contractor until final inspection and acceptance, when all responsibility shall pass to the ordering agency, except the responsibility for latent defects, fraud, and the warranty obligations.
SHIPPED ORDERS
All shipments shall be in accordance with the General Provisions, Article 12 entitled “Packing and Shipment”.
ATTACHMENT B EXHIBIT A Page 19 of 27
198
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
CONTRACT ADMINISTRATION
The State and the Contractors have assigned Contract Administrators as the single points of contact for problem resolution and related contract issues.
State Contact
Information DGS-PD Contract Administrator
Contact Name: Frank Martin
Telephone: (279) 946-8035
Facsimile: NA
Email: [email protected]
Address: DGS/Procurement Division
Attn: Frank Martin
707 Third Street, 2nd Floor, MS 201
West Sacramento, CA 95605
Dealer
Contact
Information
Ocean Honda
Contract # 1-22-23-10B
Freeway Toyota of Hanford
Contract # 1-18-23-10C
Contact
Name:
Pat Ireland Pat Ireland
Telephone: (559) 707-5735 (559) 707-5735
Facsimile: (559) 961-4601 (559) 961-4601
Email: [email protected] [email protected] Address: Ocean Honda
3801 Soquel Dr
Soquel, CA 95073
Freeway Toyota
1835 Glendale Avenue
Hanford, CA 93230
Dealer
Contact
Information
Winner Chevrolet
Contract # 1-18-23-10D
US Fleet Source
Contract # 1-22-23-10E
Contact
Name:
Jerry Powers Lisa Molino
Telephone: (916) 426-5752 (626) 344-4285
Facsimile: (916) 421-0149 (626) 416-3064
Email: [email protected] [email protected] Address: Winner Chevrolet
8575 Laguna Grove Drive
Elk Grove, CA 95757
US Fleet Source
979 S. Village Oaks Drive
Covina, Ca 91724
ATTACHMENT B EXHIBIT A Page 20 of 27
199
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
RESTOCKING FEES
The Contractor may impose a restocking fee to the ordering agency on orders cancelled after the order has been placed with the manufacturer: The Contractor shall notify the ordering agency of the order placement per Article 14, Order Acknowledgment.
Re-stocking fees can be no greater than ten percent (10%) of the value of the vehicle being restocked.
INVOICING
Ordering agencies may require separate invoicing, as specified by each ordering organization. Invoices will contain the following information:
x Contractor’s name, address and telephone number
x Leveraged Procurement Number (Contract Number)
x Agency Order Number (Purchase Order Number)
x Item and commodity code number
x Quantity purchased
x Contract price and extension
x State sales and/or use tax
x Prompt payment discounts/cash discounts, if applicable x Totals for each order
PAYMENT
A. Terms
Payment terms for contracts 1-22-23-10 B – D include a $500 per vehicle discount for payment made within twenty (20) days. Contract 1-22-23-10E offers no discount. The cash discount time is defined by the State as beginning only after the vehicle has been inspected, delivered, and accepted by the receiving agency, or from the date a correct invoice is received in the office specified on the Purchase Order, whichever is later.
Payment is deemed to be made, for the purpose of earning the discount, one (1) working day after the date on the State warrant or check. Typically, acceptance will be accomplished within twenty (20) business hours after a vehicle is delivered.
Payment will be made in accordance with the provisions of the California Prompt Payment Act, Government Code Section 927, et seq. Unless expressly exempted by statute, the Act requires State departments to pay properly submitted, undisputed invoices not more than forty-five (45) days after the date of acceptance of goods, performance of services, or receipt of an undisputed invoice, whichever is later.
B. CAL-Card Use
Use of the CAL-Card for payment of invoices is not allowed under this statewide contract.
ATTACHMENT B EXHIBIT A Page 21 of 27
200
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
C. Payee Data Record
Each State accounting office must have a copy of the Payee Data Record (Std. 204) in order to process payments. State departments should forward a copy of the Std. 204 to their accounting office(s). Without the Std. 204, payment may be unnecessarily delayed. State departments may contact the Contractor for copies of the Payee Data Record.
D. State Financial Marketplace
The State reserves the right to select the form of payment for all procurements, be it either an outright purchase with payment rendered directly by the State, or a financing/lease-purchase or operating lease via the State Financial Marketplace (GS $Mart and/or Lease $Mart). If payment is via the financial marketplace, the Contractor will invoice the State and the State will approve the invoice and the selected Lender/Lessor for all product listed on the State's procurement document will pay the Contractor on behalf of the State.
CALIFORNIA SELLER’S PERMIT
The California seller permit number for the Contractor is listed below. State departments can verify that permits are currently valid at the following website: www.cdtfa.ca.gov.
State departments must adhere to the file documentation required identified in the State Contracting Manual Volume 2 and Volume 3 and SCM-F.
Contractor Name Seller Permit #
Ocean Honda 101-652579
Freeway Toyota of Hanford 102-659756
Winner Chevrolet 100-208309
US Fleet Source 103-097044
WARRANTY
The manufacturer’s standard new vehicle warranty shall apply to all vehicles purchased from these contracts. All warranties shall be factory authorized. The warranty shall be honored by all franchised dealers of the vehicle within the State of California. The Warranty term for the vehicles offered under these contracts shall meet the following (as applicable):
x Bumper to bumper warranty shall cover not less than 3 years/36,000 miles, no charge for parts and labor.
x Power train warranty for light duty vehicles weighing 8500 lbs. GVWR or less shall cover not less than 5 years/100,000 miles, no charge for parts and labor. x Power train warranty for vehicles over 8500 lbs. GVWR shall cover not less than 5 years/60,000 miles, no charge for parts and labor.
ATTACHMENT B EXHIBIT A Page 22 of 27
201
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
The State’s established preventative maintenance procedures and practices shall be acceptable to the manufacturer/contractor in lieu of the manufacturer’s prescribed procedures which may form a part of the warranty.
All emission-related components shall be warranted in compliance with California Air Resources Board and Federal requirements. Contractor cannot offer independent insurance or statements indicating self insurance. If an additional extended warranty is purchased, a warranty certificate, warranty card, or a statement indicating the extended warranty has been recorded with the manufacturer shall be furnished with each vehicle delivered.
Normal wear items such as tires, belts, hoses, headlamps, light bulbs, brake linings, brake discs/drums, etc. are excluded from warranty coverage. All other items not subject to normal wear or gross operator neglect and abuse, such as window, seat, or wiper motors, chassis electrical switches (door, trunk lid), paint, hinges, locks, etc., shall be covered.
The State reserves the right to use re-refined lubrication oils, where available, in lieu of virgin equivalent oils. The re-refined oils used by the State will meet all API and SAE standards and specifications as set forth by the vehicle manufacturer. The use of said oils shall in no way void or degrade the original manufacturer’s standard warranty.
The State reserves the right to use recycled content antifreeze/coolant, where available, in lieu of virgin equivalent antifreeze/coolant when servicing its vehicles. The recycled content antifreeze/coolant used by the State will meet all ATSM standards and specifications as set forth by the vehicle manufacturer.
REPAIR PARTS
The manufacture of the awarded vehicle(s) should maintain an adequate stock of all regular and special parts to meet the continuing service and repair parts needs of the State without undue delay.
A special system shall be set up for expediting the procurement of back-order items needed to repair an inoperative vehicle including a system to air freight parts at factory expense when parts are not in stock in California parts depots. Parts must be available within three (3) working days after telephone notification.
Vehicles with new technology emerging into the industry (e.g., fuel cell vehicles) may require more than (3) working days for the availability of certain parts. Contractor must notify the State Contract Administrator and ordering agency when this occurs and provide the estimated date of availability.
ATTACHMENT B EXHIBIT A Page 23 of 27
202
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
MAINTENANCE PLAN
A maintenance plan is available for light duty vehicles under 8500 lbs. GVWR. The purchase of a maintenance plan is optional. The maintenance plan covers all regularly scheduled service for a minimum of five (5) years/75,000 miles. The maintenance shall include at a minimum all manufacturer recommended services such as, but not limited to:
x Oil changes
x Filter changes
x Fluid changes
x Lubrications
x Tire rotations
x Equipment and safety inspections
The Maintenance Plan is not required to cover wear items such as brake pads/shoes, wiper blades, etc.
Purchase of the Maintenance Plan is non-mandatory for State departments.
The Maintenance Plan is not applicable to vehicles over 8,500 lbs. GVWR.
VETTED FORMS/CERTIFICATIONS
The DGS-PD, as the awarding department, has assessed the Contractor and subcontractor forms, certifications, and compliance to performing a commercially useful function (CUF) during the solicitation evaluation process. Consequently, when executing purchase documents pursuant to this contract, it is not necessary for State departments operating under statewide contract purchasing authority to conduct a CUF evaluation or request the completion of the following required certifications and forms:
x GenAI Disclosure & Factsheet (STD 1000)
x Bidder Declaration Form (GSPD 05-105)
x DVBE Declaration Form (DGS-PD 843)
x Darfur Contracting Act Form
x California Civil Rights Certification Form
x Iran Contracting Act Certification
x Russian Sanctions Agreement
x Federal Debarment
State departments should make a notation of this within their procurement file.
GENERATIVE ARTIFICIAL INTELLIGENCE (GENAI) PROCUREMENT PROCEDURES GenAI contract provisions (rev. 2/20/2025) have been incorporated into the contract.
Contractor does not intend to utilize GenAI as a deliverable. If GenAI is disclosed by the ATTACHMENT B EXHIBIT A Page 24 of 27
203
STATE OF CALIFORNIA
DEPARTMENT OF GENERAL SERVICES
PROCUREMENT DIVISION
Contract (Mandatory) 1-22-23-10 B-E
Contract User Instructions, *Supplement 21*
Contract 1-22-23-10 B-E *12/11/2025*
User Instructions
Contractor, state departments must follow the required GenAI purchase procedures outlined in SCM Vol.2, Chapter 23, Generative Artificial Intelligence.
RECYCLED CONTENT
State departments are required to report purchases in many product categories. The Postconsumer-Content Certification Form (CIWMB 74) for the Contractor(s) is attached (Attachment C).
SB/DVBE PARTICIPATION
There is no Small Business (SB) or Disabled Veteran Business Enterprise (DVBE) participation for this contract.
STATE AND LOCAL GOVERNMENT EMPLOYEE PRICING
In the interest of expanding the California marketplace for Zero Emission Vehicles (ZEV), some Contractors have offered a discount to any interested State of California or local government employee when purchasing a ZEV for personal use. A list of participating Dealers and vehicles can be found at: https://www.dgs.ca.gov/PD/Resources/PageContent/Procurement-Division-Resources-List-Folder/State-of-California-Green-FleetEmployee-Pricing-Program
ATTACHMENTS
Attachment A – Contract Pricing, *Supplement 21*
Attachment B – Specification 2310-4181, revised 08/16/2021 Attachment C – Postconsumer Content Certification Workbook, Supplement 14 Attachment D – Vehicle Specifications, Supplement 14
ATTACHMENT B EXHIBIT A Page 25 of 27
204
(Rev. ..2025)
EXHIBIT B
INSURANCE REQUIREMENTS
127$33/,&$%/(385&+$6(2)*22'6
ATTACHMENT B Page 26 of 27
205
Winner Chevrolet
DATE December 31, 2025 7220 Fawn Way To: Jason McKenzie Sacramento, Ca 95823 City of Stockton Quotation # D4886 (916) 509-8597 1465 S. Lincoln St
Stockton, Ca 95206
(209) 937-5642 Prepared by: David Brewer
Comments or special instructions: Vehicle build and options are in additional pages.
AMOUNT
$ 29,180.00
$ 950.00
$ 30,130.00
DOC Fee $ 85.00
Taxable Subtotal: $ 30,215.00
9.000% $ 2,719.35
Tire Fee: $8.75
$ 200.00
Total: 33,143.10 $
State Contract # 1-22-23-10D
****Shipping charge added for deliveries beyond Sacramento. No charge for will call.**** CA Tire Fee: $1.75 / Per Tire
Tax Rate(Subject to change):
Description
(Order Acknowledgment Signature) (Date)
If you have any questions concerning this quotation, contact David Brewer at 916-509-8597 or email at [email protected]
Line 12
2 Extra Keys/Fobs
Delivery Charge:
**** specs with the PO or the vehicle will not be ordered. **** Subtotal
**** Please review, sign, and return a copy of the quote and **** ___________________________________________________
THANK YOU FOR YOUR BUSINESS!
ATTACHMENT B EXHIBIT C Page 27 of 27
206
\5cITYOF
STOCKTON COOPERATIVE/PIGGYBACK PURCHASE AGREEMENT
AGREEMENT SUMMARY:
1. Cooperative/Piggyback
Name:
2. Contractor:
3. Cooperative Agency
Agreement Name and
Agreement Number:
4. Cooperative Agency
Agreement Term:
5. Cooperative Agency's
Agreement-Options to
extend:
6. Cooperative Agency
Amended Term:
7. Cooperative Agency
Remaining Options to
Renew:
8. _City of Stockton
Cooperative Purchase
Agreement Term:
Initial
9. City of Stockton
Cooperative/ Piggyback
Purchase Agreement
Amount:
(Rev. 1.14.2026)
State of California Statewide Contract
Freeway Toyota
State of California, Department of General Services
Contract No. 1-22-23-10 B through E
Fleet Vehicles - Cars
Start Date: 5/1/2022
End Date: 4/30/2027
N/A
N/A
N/A
Start Date: Upon Execution
End Date: 4/30/2027
Not to Exceed $56,486.68 for the term of
the Agreement
ATTACHMENT C