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5. Depending upon the responses received in a given category, Sourcewell may need to organize responses into subcategories in order to provide the broadest coverage of the requested equipment, products, or services to Participating Entities. Awards may be based on a subcategory.

6. A proposer's documented negative past performance with Sourcewell or its Participating Entities occurring under a previously awarded Sourcewell contract may be considered in the evaluation of a proposal.

III. PRICING
A. REQUIREMENTS
All proposed pricing must be:

1. Either Line -Item Pricing or Percentage Discount from Catalog Pricing, or a combination of these:
a. Line -item Pricing is pricing based on each individual product or services. Each line must indicate the proposer's published "List Price," as well as the "Contract Price." b. Percentage Discount from Catalog or Category is based on a percentage discount from a catalog or list price, defined as a published Manufacturer's Suggested Retail Price (MSRP) for the products or services. Individualized percentage discounts can be applied to any number of defined product groupings. Proposers will be responsible for providing and maintaining current published MSRP with Sourcewell, and this pricing must be included in its proposal and provided throughout the term of any contract resulting from this RFP.

2. The proposer's not to exceed price. A not to exceed price is the highest price for which equipment, products, or services may be billed to a Participating Entity. However, it is permissible for suppliers to sell at a price that is lower than the contracted price.

3. Stated in U.S. and Canadian dollars (as applicable).

4. Clearly understandable, complete, and fully describe the total cost of acquisition (e.g., the cost of the proposed equipment, products, and services delivered and operational for its intended purpose in the Participating Entity's location).

Proposers should clearly identify any costs that are NOT included in the proposed product or service pricing. This may include items such as installation, set up, mandatory training, or initial inspection. Include identification of any parties that impose such costs and their relationship to the proposer. Additionally, proposers should clearly describe any unique distribution and/or delivery methods or options offered in the proposal.

Proposers awarded a contract are expected to pay to Sourcewell an administrative fee in exchange for Sourcewell facilitating the resulting contracts. The administrative fee is normally calculated as a percentage of the total sales to Participating Entities for all contracted equipment, Rev. 3/2022 Sourcewell RFP #011723
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products, or services made during a calendar quarter, and is typically one percent (1%) to two percent (2%). In some categories, a flat fee may be an acceptable alternative.

IV. CONTRACT
Proposers awarded a contract will be required to execute a contract with Sourcewell (see attached template). Only those modifications the proposer indicates in its proposal will be available for discussion. Much of the language in the Contract reflects Minnesota legal requirements and cannot be altered. Numerous and/or onerous exceptions that contradict Minnesota law may result in the proposal being disqualified from further review and evaluation.

To request a modification to the template Contract, a proposer must submit the Exceptions to Terms, Conditions, or Specifications table with its proposal. Only those exceptions noted at the time of the proposal submission will be considered.

Exceptions must:

1. Clearly identify the affected article and section.

2. Clearly note the requested modification; and as applicable, provide requested alternative language.

Unclear requests will be automatically denied.

Only those exceptions that have been accepted by Sourcewell will be included in the contract document provided to the awarded supplier for signature.

If a proposer receives a contract award resulting from this solicitation it will have up to 30 days to sign and return the contract. After that time, at Sourcewell's sole discretion, the contract award may be revoked.

V. RFP PROCESS
A. PRE -PROPOSAL CONFERENCE
Sourcewell will hold an optional, non -mandatory pre -proposal conference via webcast on the date and time noted in the Solicitation Schedule for this RFP and on the Sourcewell Procurement Portal. The purpose of this conference is to allow potential proposers to ask questions regarding this RFP and Sourcewell's competitive contracting process. Information about the webcast will be sent to all entities that have registered for this solicitation opportunity through their Sourcewell Procurement Portal Vendor Account. Pre -proposal conference attendance is optional.

B. QUESTIONS REGARDING THIS RFP AND ORAL COMMUNICATION
All questions regarding this RFP must be submitted through the Sourcewell Procurement Portal.

The deadline for submission of questions is found in the Solicitation Schedule and on the Rev. 3/2022
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Sourcewell Procurement Portal. Answers to questions will be issued through an addendum to this RFP. Repetitive questions will be summarized into a single answer and identifying information will be removed from the submitted questions.

All questions, whether specific to a proposer or generally related to the RFP, must be submitted using this process. Do not contact individual Sourcewell staff to ask questions or request information as this may disqualify the proposer from responding to this RFP. Sourcewell will not respond to questions submitted after the deadline.

C. ADDENDA
Sourcewell may modify this RFP at any time prior to the proposal due date by issuing an addendum. Addenda issued by Sourcewell become a part of the RFP and will be delivered to potential proposers through the Sourcewell Procurement Portal. Sourcewell accepts no liability in connection with the delivery of any addenda.

Before a proposal will be accepted through the Sourcewell Procurement Portal, all addenda, if any, must be acknowledged by the proposer by checking the box for each addendum. It is the responsibility of the proposer to check for any addenda that may have been issued up to the solicitation due date and time.

If an addendum is issued after a proposer submitted its proposal, the Sourcewell Procurement Portal will WITHDRAW the submission and change the proposer's proposal status to INCOMPLETE. The proposer can view this status change in the "MY BIDS" section of the Sourcewell Procurement Portal Vendor Account. The proposer is solely responsible to check the "MY BIDS" section of the Sourcewell Procurement Portal Vendor Account periodically after submitting its proposal (and up to the Proposal Due Date). If the proposer's proposal status has changed to INCOMPLETE, the proposer is solely responsible to:
i) make any required adjustments to its proposal;
ii) acknowledge the addenda; and
iii) ensure the re -submitted proposal is received through the Sourcewell Procurement Portal no later than the Proposal Due Date and time shown in the Solicitation Schedule above.

D. PROPOSAL SUBMISSION
Proposer's complete proposal must be submitted through the Sourcewell Procurement Portal no later than the date and time specified in the Solicitation Schedule. Any other form of proposal submission, whether electronic, paper, or otherwise, will not be considered by Sourcewell. Late proposals will not be considered. It is the proposer's sole responsibility to ensure that the proposal is received on time.

It is recommended that proposers allow sufficient time to upload the proposal and to resolve any issues that may arise. The time and date that a proposal is received by Sourcewell is solely determined by the Sourcewell Procurement Portal web clock.

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In the event of problems with the Sourcewell Procurement Portal, follow the instructions for technical support posted in the portal. It may take up to 24 hours to respond to certain issues.

Upon successful submission of a proposal, the Sourcewell Procurement Portal will automatically generate a confirmation email to the proposer. If the proposer does not receive a confirmation email, contact Sourcewell's support provider at support@ bidsandtenders.ca.

To ensure receipt of the latest information and updates via email regarding this solicitation, or if the proposer has obtained this solicitation document from a third party, the onus is on the proposer to create a Sourcewell Procurement Portal Vendor Account and register for this solicitation opportunity.

Within the Sourcewell Procurement Portal, all proposals must be digitally acknowledged by an authorized representative of the proposer attesting that the information contained in in the proposal is true and accurate. By submitting a proposal, proposer warrants that the information provided is true, correct, and reliable for purposes of evaluation for potential contract award.

The submission of inaccurate, misleading, or false information is grounds for disqualification from a contract award and may subject the proposer to remedies available by law.

E. GENERAL PROPOSAL REQUIREMENTS
Proposals must be:
• In substantial compliance with the requirements of this RFP or it will be considered nonresponsive and be rejected.
• Complete. A proposal will be rejected if it is conditional or incomplete. • Submitted in English.
• Valid and irrevocable for 90 days following the Proposal Due Date.

Any and all costs incurred in responding to this RFP will be borne by the proposer.

PROPOSAL WITHDRAWAL
Prior to the proposal deadline, a proposer may withdraw its proposal.

G. OPENING
The Opening of proposals will be conducted electronically through the Sourcewell Procurement Portal. A list of all proposers will be made publicly available in the Sourcewell Procurement Portal after the Proposal Due Date, but no later than the Opening time listed in the Solicitation Schedule.

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To view the list of proposers, verify that the Sourcewell Procurement Portal opportunities list search is set to "All" or "Closed." The solicitation status will automatically change to "Closed" after the Proposal Due Date and Time.

VI. EVALUATION AND AWARD
A. EVALUATION
It is the intent of Sourcewell to award one or more contracts to responsive and responsible proposers offering the best overall quality, selection of equipment, products, and services, and price that meet the commonly requested specifications of Sourcewell and its Participating Entities. The award(s) will be limited to the number of proposers that Sourcewell determines is necessary to meet the needs of its Participating Entities.

Factors to be considered in determining the number of contracts to be awarded in any category may include the following:
• Total evaluation scores (giving consideration to natural breaks in the scoring of responsive proposals);
The number and geographic location of highest -scoring proposers that offer:
o A comprehensive selection of the requested equipment, products, or services; o A sales and service network ensuring availability and coverage for Participating Entities' use; and
o Other attributes of the proposer or contents of its proposal that assist Participating Entities in achieving environmental and social requirements, and goals.

Information submitted as part of a proposal should be as specific as possible when responding to the RFP. Do not assume Sourcewell has any knowledge about a specific supplier or product.

Award(s) will be made to the highest -scoring proposer(s) whose proposal conforms to all conditions and requirements of the RFP, and consistent with the award criteria defined in this RFP.

Sourcewell may request written clarification of a proposal at any time during the evaluation process.

Proposal evaluation will be based on the following scoring criteria and the Sourcewell Evaluator Scoring Guide (a copy is available in the Sourcewell Procurement Portal):

Conformance to RFP Requirements 50
Financial Viability and Marketplace Success 75
Ability to Sell and Deliver Service 100
Marketing Plan 50
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Value Added Attributes 75
Warranty 50
Depth and Breadth of Offered Equipment, Products, or Services 200 Pricing 400
TOTAL POINTS 1000
C. PROTESTS OF AWARDS
Any protest made under this RFP by a proposer must be in writing, addressed to Sourcewell's Executive Director, and delivered to the Sourcewell office located at 202 12th Street NE, P.O.

Box 219, Staples, MN 56479. All documents that comprise the complete protest package must be received, and time stamped at the Sourcewell office by 4:30 p.m., Central Time, no later than 10 calendar days following Sourcewell's notice of contract award(s) or non -award. and must be time stamped by Sourcewell no later than 4:30 p.m., Central Time. A protest must allege a procedural, technical, or legal defect, with supporting documentation. A protest that merely requests a re-evaluation of a proposal's content will not be entertained A protest must include the following items:
• The name, address, and telephone number of the protester; • Identification of the solicitation by RFP number;
• A precise statement of the relevant facts;
• Identification of the alleged procedural, technical, or legal defect; • Analysis of the basis for the protest;
• Any additional supporting documentation;
• The original signature of the protester or its representative; and • Protest bond in the amount of $20,000 (except where prohibited by law or treaty).

Protests that do not address these elements will not be reviewed.

D. RIGHTS RESERVED
This RFP does not commit Sourcewell to award any contract, and a proposal may be rejected if it is nonresponsive, conditional, incomplete, conflicting, or misleading. Proposals that contain false statements or do not support an attribute or condition stated by the proposer may be rejected.

Sourcewell reserves the right to:
• Modify or cancel this RFP at any time;
• Reject any and all proposals received;
• Reject proposals that do not comply with the provisions of this RFP; • Select, for contracts or for discussion, a proposal other than that with the lowest cost; • Independently verify any information provided in a proposal; Rev. 3/2022
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• Disqualify any proposer that does not meet the requirements of this RFP, is debarred or suspended by the United States or Canada, State of Minnesota, Participating Entity's state or province; has an officer, or other key personnel, who have been charged with a serious crime; or is bankrupt, insolvent, or where bankruptcy or insolvency are a reasonable prospect;
• Waive or modify any informalities, irregularities, or inconsistencies in the proposals received;
• Clarify any part of a proposal and discuss any aspect of the proposal with any proposer; and negotiate with more than one proposer;
• Award a contract if only one responsive proposal is received if it is in the best interest of Participating Entities; and
• Award a contract to one or more proposers if it is in the best interest of Participating Entities.

DISPOSITION OF PROPOSALS
All materials submitted in response to this RFP will become property of Sourcewell and will become public record in accordance with Minnesota Statutes Section 13.591, after negotiations are complete. Sourcewell considers that negotiations are complete upon execution of a resulting contract. It is the proposer's responsibility to clearly identify any data submitted that it considers to be protected. Proposer must also include a justification for the classification citing the applicable Minnesota law. Sourcewell may reject proposals that are marked confidential or nonpublic, either substantially or in their entirety.

Sourcewell will not consider the prices submitted by the proposer to be confidential, proprietary, or trade secret materials. Financial information, including financial statements, provided by a proposer is not considered trade secret under the statutory definition.

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Sourcewell �7�
12/15/2022
Addendum No. 1
Solicitation Number: RFP 011723
Solicitation Name: Heavy Construction Equipment with Related Attachments and Technology
Consider the following Question and Answer to be part of the above -titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Is a proposer required to have a CAGE or Unique Entity Identifier (SAM) code? Answer 1:

A CAGE or Unique Entity Identifier (SAM) code is not required to be considered for or awarded a Sourcewell contract. Proposals are evaluated based on the criteria as stated in the RFP.

Refer to the General Instructions above Questionnaire Table 1. Respond "N/A" if a question does not apply (preferably with an explanation).

End of Addendum
Acknowledgement of this Addendum to RFP 011723 posted to the Sourcewell Procurement Portal on 12/15/2022, is required at the time of proposal submittal. 146

Sourcewell �7�
12/21/2022
Addendum No. 2
Solicitation Number: RFP 011723
Solicitation Name: Heavy Construction Equipment with Related Attachments and Technology
Consider the following amendment to be part of the above -titled solicitation documents. The remainder of the documents remain unchanged.

RFP Amendment:

As the result of the publication of two RFPs included in the equipment, products, or services of this solicitation, RFP Subsections II. B. 4. g - h. are revised to remove the (RFP #####) placeholders, update the RFP title of RFP Subsection II. B. 4. g., and insert the actual RFP numbers, to read as follows:
g. Medium Duty and Compact Construction Equipment with Related Attachments (RFP #020223); and,
h. Portable Construction Equipment with Related Accessories and Attachments (RFP #020923).

The remainder of the RFP content remains unchanged.

End of Addendum
Acknowledgement of this Addendum to RFP 011723 posted to the Sourcewell Procurement Portal on 12/21/2022, is required at the time of proposal submittal. 147

Sourcewell �7�
12/29/2022
Addendum No. 3
Solicitation Number: RFP 011723
Solicitation Name: Heavy Construction Equipment with Related Attachments and Technology
Consider the following Questions and Answers to be part of the above -titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

What information does Sourcewell require, if any, on a quote provided by an awarded supplier to a participating entity?
Answer 1:

Refer to Section 6. A. — Orders and Payment, of the Sourcewell contract template. "...order flow and procedure will be developed jointly between Sourcewell and Supplier.

Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller."
Question 2:

How does Sourcewell track what is sold on the contract for administrative fee verification from an awarded supplier?
Answer 2:

Refer to Section 8. A. — Contract Sales Activity Report, of the Sourcewell contract template. "Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract.

Refer also to Section 8. B. — Administrative Fee, of the Sourcewell contract template. "Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract."
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End of Addendum
Acknowledgement of this Addendum to RFP 011723 posted to the Sourcewell Procurement Portal on 12/29/2022, is required at the time of proposal submittal. 149

Sourcewell �7�
01/6/2023
Addendum No. 4
Solicitation Number: RFP 011723
Solicitation Name: Heavy Construction Equipment with Related Attachments and Technology
Consider the following Questions and Answers to be part of the above -titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Is there a dollar amount limit for non -contract, sourced, or open market items that can be included in a proposal? Are they also subject to the administrative fee? Answer 1:

Sourcewell has not set a specific dollar limit for non -contract, sourced, or open market items. However, to be considered for a contract award a proposer's primary offering of equipment, products, or services must be within scope of RFP Section II. B. — Requested Equipment, Products, or Services.

Refer to RFP Section III. B. — Administrative Fees and Section 8. B. — Administrative Fee of the Sourcewell contract template for additional information regarding administrative fees. It is left to the discretion of each proposer to determine and propose an administrative fee that is consistent with its business and its industry.

Question 2:

Can you elaborate more and/or give an example on what you are looking for in the question below from Table 10, Line Item 55 from the proposal questionnaire? Describe any standard transaction documents that you propose to use in connection with an awarded contract (order forms, terms and conditions, service level agreements, etc.). Upload a sample of each (as applicable) in the document upload section of your response.
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Answer 2:

It is left to the discretion of each proposer to determine the content and format of the data and documentation that best represents their proposal. Sourcewell will consider the relevant information submitted in each proposal and apply the evaluation criteria as set forth in the RFP.

End of Addendum
Acknowledgement of this Addendum to RFP 011723 posted to the Sourcewell Procurement Portal on 01/6/2023, is required at the time of proposal submittal. 151

Sourcewell �7�
01/10/2023
Addendum No. 5
Solicitation Number: RFP 011723
Solicitation Name: Heavy Construction Equipment with Related Attachments and Technology
Consider the following Questions and Answers to be part of the above -titled solicitation documents. The remainder of the documents remain unchanged.

Question 1:

Regarding Line Item 17 of the proposer questionnaire, are there any specific licenses or certifications that you are looking for?
Answer 1:

In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. It is left to the discretion of each proposer to determine the information necessary to best demonstrate their ability to serve Sourcewell participating entities.

Proposals are evaluated based on the criteria stated in the RFP.

Question 2:

Regarding Line Items 24 & 25 of the proposer questionnaire, if we don't do any direct business with eligible Sourcewell participants, government, education or non-profit customers are the references required?
Answer 2:

In the competitive process, Sourcewell will not advise a proposer on the content of the proposal. It is left to the discretion of each proposer to determine the information necessary to best demonstrate their financial viability and marketplace success.

Proposals are evaluated based on the criteria stated in the RFP.

End of Addendum
Acknowledgement of this Addendum to RFP 011723 posted to the Sourcewell Procurement Portal on 01/10/2023, is required at the time of proposal submittal. 152

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E 011723-JDC
Sourcewell
Solicitation Number: RFP # 011723

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

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

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

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

FM1J:1►1ri[QSCSI ZkIfti%I
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

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

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

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

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

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

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

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

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

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

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

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

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

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

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. The John Deere Warranty Statement describes covered items and services when returning Damaged Equipment and Rev. 3/2022
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Products. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3. Use, Quality Control.

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

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

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

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

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

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

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

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

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

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

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

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

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

1. Nonperformance of contractual requirements, or

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

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

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

1. Workers' Compensation and Employer's Liability.

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

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

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

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

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

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

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

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

Minimum Limits:
$2,000,000
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5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier's security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data — including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

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

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

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

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

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

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

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

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

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

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

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

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally Omitted.

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

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DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E 011723-JDC
Sourcewell
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Title: Chief Procurement Officer
4/4/2023 1 2:30 PM CDT
Date:

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Title: Executive Director/CEO
4/5/2023 1 8:20 AM CDT
Date:

Rev. 3/2022
John Deere Construction Retail Sales a
division of John Deere Shared Services LLC,
DBA John Deere Construction Retail Sales
DocuSigned by:

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Mark Oliver
Title: Manager Contract Sales
4/5/2023 1 8:05 AM CDT
Date:
14 166

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E RFP 011723 - Heavy Construction Equipment with Related
Attachments and Technology
Vendor Details
Company Name: John Deere Shared Services LLC
Does your company conduct
business under any other name? If John Deere Construction Retail Sales a division of John Deere Shared Services LLC yes, please state:
1300 River Drive
Address:

Moline, IL 61265
Contact:

Brooke DeVol
Email:

[email protected]
Phone:
309-207-0431
HST#:
36-2382580
Submission Details
Created On:

Monday November 28, 2022 09:24:58
Submitted On:

Thursday January 12, 2023 14:48:05
Submitted By:

Brooke DeVol
Email:

[email protected]
Transaction #:
17731346-34ec-484a-83d5-3fc1c1f49270
Submitter's IP Address:
165.225.57.43
Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L - 1 DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Specifications
Table 1: Proposer Identity & Authorized Representatives General Instructions (applies to all Tables) Sourcewell prefers a brief but thorough response to each question. Do not merely attach additional documents to your response without also providing a substantive response. Do not leave answers blank; respond "N/K if the question does not apply to you (preferably with an explanation).

Item
Question
Response*
1 Proposer Legal Name (one legal entity only):

John Deere Construction Retail Sales a division of John Deere Shared Services LLC (In the event of award, will execute the
resulting contract as "Supplier")
2 Identify all subsidiary entities of the Proposer
Not Applicable
whose equipment, products, or services are
included in the Proposal.
3 Identify all applicable assumed names or DBA
John Deere Construction Retail Sales
names of the Proposer or Proposer's
JDCRS
subsidiaries in Line 1 or Line 2 above.

John Deere Construction & Forestry
4 Provide your CAGE code or Unique Entity
Cage Code: 3PSD7
Identifier (SAM):

UEI: ED9BLXH3Hg21
5 Proposer Physical Address:
1300 River Drive
Moline, IL 61265
6 Proposer website address (or addresses):
www.deere.com
7 Proposer's Authorized Representative (name,
Mark Oliver, Manager Contract Sales
title, address, email address & phone) (The
1300 River Drive Moline, IL 61265
representative must have authority to sign
[email protected]
the "Proposer's Assurance of Compliance" on
309-748-3418
behalf of the Proposer and, in the event of
award, will be expected to execute the
resulting contract):
8 Proposer's primary contact for this proposal
Brooke DeVol, Contract Administrator
(name, title, address, email address & phone):
1300 River Drive Moline, IL 61265
[email protected]
309-207-0431
9 Proposer's other contacts for this proposal, if
Mark Oliver, Manager Contract Sales
any (name, title, address, email address &
1300 River Drive Moline, IL 61265
phone):

[email protected]
309-748-3418
Table 2: Company Information and Financial Strength
Line
Item
10 Question
Provide a brief history of your company,
including your company's core values,
business philosophy, and industry longevity
related to the requested equipment, products
or services.

Response*
We Run Like No Other. We conduct business essential to life. Running for the people who trust us and the planet that sustains us, we create intelligent connected machines that enable lives to leap forward.

See our higher purpose: https://www.deere.com/en/our-company/higher-purpose/ John Deere customers are at the center of everything we do. We rely on more than 180 years of experience and terabytes of precision data to know them and their businesses better than anyone else. Our easy -to -use technology helps deliver results they see in the field, on the job site, and on the balance sheet. We ensure seamless access to parts, services, and performance upgrades from take home to trade-in by providing world -class support throughout the lifecycle of their equipment, with productivity and sustainability always in mind.

We never forget that we're here to help life leap forward.

Deere & Company at a glance: https://www.deere.com/assets/pdfs/common/our- com pany/deere-&-company-at-a-glance. pdf
Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L 168

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E 11 What are your company's expectations in the
Our expectation, if we are awarded, is to continue working with Sourcewell to event of an award?
provide governmental customers the best option for acquiring our Construction and Compact Construction products. The John Deere Governmental Sales Team will continue to train our dealers on how to present Sourcewell and the benefits the contract offers to continue growing our sales. Since our training plan was rolled out in late 2016, our sales on this contract have had significant growth and our expectation is to continue that trend in the market place. 12 Demonstrate your financial strength and
John Deere has a long history and attached in supplemental documents is our most stability with meaningful data. This could
recent annual report from 2021. Our 2022 fiscal year just concluded on October 31, include such items as financial statements,
2022 and the annual report is not published at this time.

SEC filings, credit and bond ratings, letters
of credit, and detailed reference letters.

Upload supporting documents (as applicable)
in the document upload section of your
response.
13 What is your US market share for the
While we do not publicly state market share position, John Deere Construction & solutions that you are proposing?
Forestry holds a top level market share position across our entire product portfolio in the US.
14 What is your Canadian market share for the
While we do not publicly state market share position, John Deere Construction & solutions that you are proposing?
Forestry holds a top level market share position across our entire product portfolio in Canada.
15 Has your business ever petitioned for
No bankruptcy proceedings have taken place.
bankruptcy protection? If so, explain in detail.
16 How is your organization best described: is
John Deere Construction Retail Sales (JDCRS) is based in Moline, IL and is it a manufacturer, a distributor/dealer/reseller,
responsible for growing sales in the governmental segment for the Construction & or a service provider? Answer whichever
Forestry Division of John Deere. All employees of JDCRS are full time John Deere question (either a) or b) just below) best
employees. This sales team is responsible for training our dealers on governmental applies to your organization.
business, contracts and sales processes. Specific to supporting the Sourcewell a) If your company is best described as
contract, the account managers, contract manager and sales support team are a distributor/dealer/reseller (or similar entity),
responsible for educating the dealers on the quoting, ordering and delivery process provide your written authorization to act as a
of products sold on the Sourcewell contract.
distributor/dealer/reseller for the manufacturer
of the products proposed in this RFP. If
All dealers are required to go through a contract training program either in person applicable, is your dealer network
or virtually via Microsoft Teams to become an authorized seller on our contract. This independent or company owned?
process has been the main driver of our growth since it was launched in 2016. We b) If your company is best described as
do retain the right to sell direct if required or the dealer has not completed our a manufacturer or service provider, describe
training program. Upon award of this new contract, we are revamping our training your relationship with your sales and service
process to leverage our John Deere University online training system to make it force and with your dealer network in
easier and more efficient for the dealer field staff to become trained and certified delivering the products and services
on the Sourcewell contract.
proposed in this RFP. Are these individuals
your employees, or the employees of a third
party?
17 If applicable, provide a detailed explanation
John Deere maintains all licenses and certifications necessary to conduct its outlining the licenses and certifications that
business around the world. This is supported by our Supply Management, are both required to be held, and actually
Engineering, Safety, Accounting, Human Resources and Tax and Legal Departments. held, by your organization (including third
John Deere self -audits and has regular outside audits performed by Deloitte & parties and subcontractors that you use) in
Touche for compliance with all required licenses, certifications and regulations. pursuit of the business contemplated by this
RFP.
18 Provide all "Suspension or Debarment"
There are no suspensions or disbarments to note.
information that has applied to your
organization during the past ten years.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L - 1 DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Table 3: Industry Recognition & Marketplace Success
Item
Question
Response*
19 Describe any relevant industry awards or
John Deere has received numerous levels of recognition and awards worldwide for recognition that your company has received
quality production standards, environmental responsibility, ethics, diversity, safety and in the past five years
corporate citizenship. Page 12 of the 2021 Annual Report (attached in the documents section of the response) showcases some of our business highlights and the list of 2021 Awards and Recognitions.

Also, attached within the documents section is our 2021 Sustainability Report for John Deere.
20 What percentage of your sales are to the
Customer and segment specifics for John Deere sales are not shared publicly. For governmental sector in the past three years
the industry as a whole that we participate in, approximately 10-15% of sales for Construction and Compact Construction Equipment are sold to governmental agencies across North American each year.
21 What percentage of your sales are to the
Our education sector sales is a low percentage of our total governmental business education sector in the past three years
but education entities have utilized the Sourcewell contract previously. For construction and compact construction equipment it is generally reported as a local or state level sale.
22 List any state, provincial, or cooperative
NASPO, as well as state participating addendums through this contract purchasing contracts that you hold. What is
H-GAC
the annual sales volume for each of these
TASB BuyBoard
contracts over the past three years?
We also hold on average 5-10 individual state contracts outside of cooperative purchasing contracts.

Sales figures are not publicly shared on any of these contracts. 23 List any GSA contracts or Standing Offers
GSA
and Supply Arrangements (SOSA) that you
DLA
hold. What is the annual sales volume for
US Fish & Wildlife, IDIQ
each of these contracts over the past three
years?
Sales figures are not publicly shared on any of these contracts.

Table 4: References/Testimonials
Line Item 24. Supply reference information from three customers who are eligible to be Sourcewell participating entities.

Entity Name *
Contact Name *
Phone Number*
Murphy Tractor & Equipment; an authorized
Cole Iverson
507-320-8826
dealer with a vast customer base with
VP of Sales
Sourcewell purchases.

Brandt Tractor Ltd.; an authorized dealer
Lloyd Norminton
780-486-6786
with a vast customer baes with Sourcewell
Government Sales Manager
purchases.

RDO Construction Equipment MW; an
Jesse Miller
952-882-2752
authorized dealer with a vast customer base
Government Sales Manager
with Sourcewell purchases.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L 170

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Table 5: Top Five Government or Education Customers
Line Item 25. Provide a list of your top five government, education, or non-profit customers (entity name is optional), including entity type, the state or province the entity is located in, scope of the project(s), size of transaction(s), and dollar volumes from the past three years.

Entity Name
Entity Type *
State / *
Scope of Work *
Size of Transactions *
Dollar Volume Past Three
Province
Years
New York State
Government
New York -NY
Sourcewell and Sourcewell
We averaged 172 sales
We averaged 19 million
participating addendum sales.
per year over the last 3
dollars per year over the
years within the state of
last 3 years within the
New York.
state of New York.

State of Ohio
Government
Ohio - OH
Sourcewell sales.

Previous contracts in
Previous contracts in
Ohio averaged 38-50
Ohio averaged 3-5 million
Ohio STS contract was also held
transactions per year.
dollars per year.
and is now expired. These sales
are not publicly shared from our
office.
2022 Q4 is our first full quarter
of our Sourcewell PA contract
being rolled out in Ohio.

United States
Government
Pennsylvania -
DLA Military Sales
Not publicly shared from
Not publicly shared from
Air Force
PA
our office.
our office.

Florida Forest
Government
Florida - FL
Florida Forest Service contract
Not publicly shared from
Not publicly shared from
Service
our office.
our office.

Louisiana DOT
Government
Louisiana - LA
State DOT contract
Not publicly shared from
Not publicly shared from
our office.
our office.

Table 6: Ability to Sell and Deliver Service
Describe your company's capability to meet the needs of Sourcewell participating entities across the US and Canada, as applicable.

Your response should address in detail at least the following areas: locations of your network of sales and service providers, the number of workers (full-time equivalents) involved in each sector, whether these workers are your direct employees (or employees of a third party), and any overlap between the sales and service functions.

Item
Question
Response*
26 Sales force.

Sales is covered by our independent dealer network that has been trained and certified on the Sourcewell sales processes. We have dealer standards that require a minimum sales person to customer ratio to ensure proper sales coverage and response time.
27 Dealer network or other distribution
There are nearly 400 dealer locations in the U.S., authorized to sell John Deere methods.
construction equipment products and another 60 covering Canada. There are roughly 1400 dealer locations in the U.S. authorized to sell compact construction equipment another 500 across Canada. These John Deere dealers sign contracts to sell and service John Deere products in their assigned areas. We have dealer standards that require a minimum sales person to customer ratio to ensure proper sales coverage and response time.
28 Service force.

This is covered fully by our dealers. Our dealers standard policy also has a minimum service technician to machine base ratio to ensure the best service and response time.
29 Describe the ordering process. If orders
We have two processes for ordering products on our Sourcewell contract. The will be handled by distributors, dealers or
majority of our sales are ordered by authorized selling dealers that have been trained others, explain the respective roles of the
and certified by our John Deere Government Sales office. Upon delivery of an order Proposer and others.
we have a sales reporting automated process to capture the sales for reporting to Sourcewell.

For dealers that may not be certified yet, our John Deere Government Sales office reserves the right to order direct.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L'171

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E 30 Describe in detail the process and
A professional, capable, well -trained, well -capitalized dealer network is one of John procedure of your customer service
Deere's competitive advantages. Our dealers, backed by John Deere, provide local program, if applicable. Include your
customer support, repairs, maintenance and parts. John Deere has authorized dealers response -time capabilities and
in all 50 U.S. states and all across Canada.
commitments, as well as any incentives
that help your providers meet your stated
There are nearly 400 dealer locations in the U.S., authorized to sell John Deere service goals or promises.
construction equipment products and another 60 covering Canada. There are roughly 1400 dealer locations in the U.S. authorized to sell compact construction equipment and another 500 across Canada. These John Deere dealers sign contracts to sell and service John Deere products in their assigned areas.

We also have a certified technician training program to ensure quality service for our customers. There are also multiple regional parts depots across North America for the best parts availability in the industry.

Dealers must submit an annual business plan that contains their commitment to effectively selling and supporting all potential customer in their area, including but not limited to commercial accounts, national accounts, and state, county, and local governmental agencies.

Customer can count on John Deere construction dealers to support our products and customers.
31 Describe your ability and willingness to
All areas of the U.S. will be served.
provide your products and services to
Sourcewell participating entities in the
United States.
32 Describe your ability and willingness to
All areas of Canada that Sourcewell has a defined partner (such as Canoe) will also provide your products and services to
be served.

Sourcewell participating entities in Canada.
33 Identify any geographic areas of the United
All areas of the U.S. will be served. All areas of Canada that Sourcewell has a States or Canada that you will NOT be
defined partner (such as Canoe) will also be served.
fully serving through the proposed contract.
34 Identify any Sourcewell participating entity
Any agency that John Deere defines as a governmental customer and is also eligible sectors (i.e., government, education, not -for-
to be a Sourcewell member will qualify for the discounts on our contract. John Deere profit) that you will NOT be fully serving
Construction & Forestry defines a governmental customer as the following:
through the proposed contract. Explain in

1. Federal, state/provincial, county, municipal and local governmental agencies detail. For example, does your company

2. Hospitals and state/provincially accredited schools (both public and private) have only a regional presence, or do other

3. Special government and/or taxing districts that have authority to levy taxes and/or cooperative purchasing contracts limit your
issue tax free municipal bonds (ex. airports)
ability to promote another contract?

4. Governmental facilities run by independent management groups qualify only if a governmental agency issues the purchase order and retains ownership. Ownership by the management group voids discount eligibility.

5. Non -governmental utilities or departments or divisions of them that provide has, water, electrical, or telephone service directly to commercial or home users

6. Governmental agencies or departments or divisions of them that provide recycling or waste service directly to commercial or home users. Companies or departments or divisions of these utilities that do not provide service directly to commercial or home users do not qualify

7. North American Indian Tribal Councils

8. Non-profit agencies exempt from state/provincial and federal taxes

9. All Municipal Railroads
35 Define any specific contract requirements
The John Deere Construction & Forestry Division has assigned dealers in both or restrictions that would apply to our
Alaska and Hawaii. As is the case for the continental U.S. (CONUS), factory to participating entities in Hawaii and Alaska
dealer freight as well as local delivery by dealer to end -user will be quoted and and in US Territories.
invoiced for any applicable areas outside of the continental U.S. (CONUS). Location specific factors related to moves by ocean, barge, inland, etc. will affect final delivery date.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L'172

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Table 7: Marketing Plan
Line
Item
Question
Response*
36 Describe your marketing strategy for
Since our "authorized selling dealer" initiative that was rolled out in late 2016, our promoting this contract opportunity.
marketing plan has focused on getting our dealer network to understand the power of Upload representative samples of your
cooperative purchasing, specially the Sourcewell contract. Our dealers are closer to the marketing materials (if applicable) in
end use customers and understand their business and product needs better than our small the document upload section of your
team here in Moline, IL. Once we got the dealers fully bought in on the power, ease of response.
use and importance of the contract, the sales numbers took off year over year. Our plan for the new contract is to continue this with our dealer network. 37 Describe your use of technology and
John Deere has a great public website with information about our entire product line. We digital data (e.g., social media,
also have a link to a variety of governmental contracts that are available. In addition to metadata usage) to enhance
those site, we also allow the customer to build their own machine online so they can see marketing effectiveness.
the options that are available before they contact their local dealer. https://www.deere.com/en/
https://www.deere.com/en/construction/
https://www.deere.com/en/government-and-military-sales/ https://www . deere. com/en/govern ment-and-m i I itary-sales/state-and-loca I -purchasing/ https://configure.deere.com/cbyo/#/en_us/products
Our marketing communications group runs a variety of social media promotions including a YouTube channel ( https://www.youtube.com/user/JohnDeere) and Facebook page ( https://www.facebook.com/JohnDeereUSCA/) .

The message on these sites changes periodically but it is primarily focused on the benefits of the John Deere relationship and how we are close to our customer. 38 In your view, what is Sourcewell's role
From the John Deere perspective, there are three key components to promoting the in promoting contracts arising out of
Sourcewell contract: Sourcewell, John Deere Construction Retail Sales (JDCRS), and our this RFP? How will you integrate a
dealer network across the US and Canada. Each has a key role to the success of the Sourcewell-awarded contract into your
continued and incremental sales increases each year. Sourcewell's job is to continue to sales process?
promote the brand to eligible members so they understand the basics of cooperative purchasing and the benefits of membership. JDCRS has the responsibility to train the dealers on sales processes (ceiling price, discount structure, ordering and delivering of products), how to determine if a customer is already a member and how to assist a customer that is not a member how to become a member. Our dealer's responsibility is to help identify the right product for the job and how to find the easiest, most cost effective way to source that product/solution. We believe that Sourcewell provides one of the best tools available to eligible customer and we will continue to promote that in our annual training.

We work with our dealers and support them at any regional conference or training opportunity that helps promote the brand of all three entities. Open communication between all three parties is the key for future success and incremental sales gains on the next contract.
39 Are your products or services
We are investigating e-procurement options for certain product families in the future but available through an e-procurement
those are not available at this time. Due to the customizable nature of products and ordering process? If so, describe your
services, there are many possible configurations for each model. Many build -code e-procurement system and how
dependencies must be taken into consideration for a properly functioning machine to be governmental and educational
built. For that reason, we feel it is best to contact the local dealer for machine customers have used it.
configuration guidance prior to requesting a contract quote.

Table 8: Value -Added Attributes
Line Question
Item
40 Describe any product, equipment,
maintenance, or operator training
programs that you offer to
Sourcewell participating entities.

Include details, such as whether
training is standard or optional,
who provides training, and any
costs that apply.

Response*
Training on equipment operation and safety is provided through the local dealer. At time of delivery, the dealer provides an introductory walk -around of the unit, explaining general operation and maintenance procedures, free of charge as part of the purchase. Additional product or specific system training is optional and quoted by the local dealer.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L 173

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E 41 Describe any technological
John Deere C&F products offer a variety of technology solutions that work to eliminate advances that your proposed
rework, improve jobsite safety, counteract labor shortages and increase efficiency. products or services offer.

Information on those initiatives is public and can be found at the following link:
https://www.deere . com/en/tech nology-prod ucts/precision-construction-tech nology/ There was also a magazine published in the Fall of 2021 that focused on technology and its place in our industry. A link to that publication is below.

THE DIRT publication, Fall 2021.
https://www.deere.com/assets/pdfs/common/industries/construction/publications/the-dirt-fall-2021- dkmag265c-cv.pdf
John Deere has also published what is known as our "Leap Ambitions" and that is also public. Our strategy for the Construction & Forestry Division is by 2026, we will deliver:
• 20+ electric and hybrid -electric product models.
• Earthmoving: Increase SmartGradeTM grade control adoption to 50%. • Forestry: Boost Intelligent Boom Control adoption to 100%. • Roadbuilding: Increase Precision Roadbuilding Solution adoption to 85%.

More information on our Leap Ambitions can be found at:
https://www.deere . com/en/ou r-company/susta i n abil ity/susta i na bi I ity-report/l eap-ambitions/ Technology advances in our products is vitally important and was on display at CES 2023 where our CEO was the keynote speaker on day 1. Information can be found at CES2023.deere.com
42 Describe any "green" initiatives
John Deere has been very public with these initiatives and more can be found on our that relate to your company or to
website in our most recently published Sustainability Report. your products or services, and
https://www.deere.com/en/our-company/sustainability/sustainability-report/ include a list of the certifying
agency for each.
"Our next leap is ELECTRIC" is another informative piece discussing the future of electrification at John Deere.
https://www.deere.com/en/our-company/electrification/
43 Identify any third -party issued eco-
In October 2022, John Deere received an award for the SBTi Validation of Greenhouse labels, ratings or certifications that
Gas Emission Reduction.
your company has received for
https://www.deere.com/en/news/all-news/John-deere-receives-sbti-validation-of-greenhouse-gas- the equipment or products
emission -reduction -targets/
included in your Proposal related
to energy efficiency or
In 2021 John Deere acquired majority ownership of Kreisel Electric. conservation, life -cycle design
https://www.kreiselelectric.com/johndeere/
(cradle -to -cradle), or other
green/sustainability factors.
44 Describe any Women or Minority
John Deere is committed to Supplier Diversity. Each year we submit to GSA a Business Entity (WMBE), Small
commercial plan that outlines our commitment to use WMBE's, SBE's, and other MBE's Business Entity (SBE), or veteran
suppliers in support of our business.
owned business certifications that
your company or hub partners
We also have signed on with two small business partners to learn about small business have obtained. Upload
and partner with them to meet demand for products with a small business designation in documentation of certification (as
the Federal market as well as help grow their businesses. Our partners are The Akana applicable) in the document
Group (Native American owned small business, small business, HUBZone certified) and upload section of your response.

Bravo (Service Disabled Veteran -Owned Business). If opportunities arise in the cooperative world for small business designation, we are prepared to grow that segment as well. 45 What unique attributes does your
John Deere has a very strong presence as a construction equipment and compact company, your products, or your
construction equipment provider. John Deere is also the world's leading manufacturer of services offer to Sourcewell
agricultural equipment. Additionally, John Deere Financial is one of the largest equipment participating entities? What makes
finance companies.
your proposed solutions unique in
your industry as it applies to
Valuable Extras:

Sourcewell participating entities?
1) Genuine John Deere Parts - highest quality parts for the highest quality equipment. -Regional parts depots strategically placed around North America for the best parts delivery response.
2) John Deere Connected Support — Allows customers to:
- Monitor alerts for the machine remotely.

Monitor engine hours and utilization.

View machine location and get driving directions to the jobsite.

Monitor fuel level and idle time.
3) John Deere Connected Support — Allows dealers to:
- Monitor alerts coming from the customers machine.

Remotely connect to a customers machine for real-time diagnostics.

Leverage Expert Alerts from John Deere to address potential future downtime.

Perform software updates from the dealership.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L' -

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Table 9: Warranty
Describe in detail your manufacturer warranty program, including conditions and requirements to qualify, claims procedure, and overall structure. You may upload representative samples of your warranty materials (if applicable) in the document upload section of your response in addition to responding to the questions below.

Line
Item
Question
Response*
46 Do your warranties cover all products, parts, and
Construction equipment has basic warranty of 12 months/unlimited hours. The labor?
standard warranty general provisions including parts and labor is attached to this RFP submission. Compact construction equipment has a basic warranty of 24 months or 2,000hrs whichever occurs first.
47 Do your warranties impose usage restrictions or
Extended warranty is available as a separate purchase, not on this RFP, other limitations that adversely affect coverage?
through our local dealers. Extended warranty has a year and hour limitation with each purchase. An example is 3 year 5,000hr power train/hydraulics extended warranty option.
48 Do your warranties cover the expense of
No, TTM is not covered within our warranty.
technicians' travel time and mileage to perform
warranty repairs?
49 Are there any geographic regions of the United
No, we can cover the entire U.S. and Canada with our dealer network.

States or Canada (as applicable) for which you
cannot provide a certified technician to perform
warranty repairs? How will Sourcewell
participating entities in these regions be provided
service for warranty repair?
50 Will you cover warranty service for items made by
Third party warranties are handled by the original OEM of that attachment. other manufacturers that are part of your proposal,
or are these warranties issues typically passed on
to the original equipment manufacturer?
51 What are your proposed exchange and return
As noted in the standard warranty document, "John Deere will repair or programs and policies?
replace, at its option, any parts... of a new John Deere product that, as delivered to the original retail purchaser(s), are defective in material or workmanship." See attached standard warranty document for full text explanation.
52 Describe any service contract options for the
John Deere does not offer any service contracts within this RFP. Service items included in your proposal.
contracts and extended warranty options are available for customers from their local dealer and can be quoted to them at time of purchase.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L 175

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Table 10: Payment Terms and Financing Options
Item ine
Question
Response*
53 Describe your payment terms and accepted payment
JDCRS' only option for payment terms is Net 30 Days for direct methods.
sales. Since the majority of our deals are purchased through one of our authorized dealers, there are financing options available (JD Financial) that can be negotiated before finalizing the deal. 54 Describe any leasing or financing options available for use JDCRS (contract vendor) does not play a role in leasing, financing by educational or governmental entities.
or payment terms other than Net 30 Days.

John Deere Financial offers leasing/financing options. The John Deere Municipal Lease Purchase Plan is a special low -rate financing plan that is designed to provide flexibility of leasing while building equity toward ownership of the John Deere equipment. Any state or local government body, or their political subdivisions, having the power to tax may be eligible for the John Deere Municipal Lease Purchase Plan, subject to approval.

John Deere Financial also offers other leasing and financing options for governmental, educational and non-profit entities, subject to approval.

All leasing and financing options are handled through the local dealer and John Deere Financial.

The lease/finance provider funds the contract sales invoice within 30 days.
55 Describe any standard transaction documents that you Our John Deere dealers use approved applications in their business propose to use in connection with an awarded contract
system to provide quotes to customers stating the approved contract (order forms, terms and conditions, service level
discount rate. The quote contains terms and conditions for the quote agreements, etc.). Upload a sample of each (as
and terms for payment when a PO is issued. For direct sales applicable) in the document upload section of your
through our office similar documentation is used and is available in response.
the document upload section.
56 Do you accept the P-card procurement and payment
P-card payments are accepted with a 3% processing fee added to process? If so, is there any additional cost to Sourcewell the contract quote. P-card usage is to be made known at time of participating entities for using this process?
quote request. Customer PO must cover the added fee.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L - 1 DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Table 11: Pricing and Delivery
Provide detailed pricing information in the questions that follow below. Keep in mind that reasonable price and product adjustments can be made during the term of an awarded Contract as described in the RFP, the template Contract, and the Sourcewell Price and Product Change Request Form.

Line
Item
Question
Response*
57 Describe your pricing model (e.g., line -item discounts or Each model will have a discount associated to it which applies to product -category discounts). Provide detailed pricing data all options of that model fully configured, base coded attachments (including standard or list pricing and the Sourcewell
will have a separate discount schedule. Third party attachments (AT discounted price) on all of the items that you want
and BYT kits) are not part of this RFP proposal and are available Sourcewell to consider as part of your RFP response. If for separate purchase by our dealer.
applicable, provide a SKU for each item in your proposal.

Upload your pricing materials (if applicable) in the
The model and discount schedule is attached. Full current price document upload section of your response.
pages will be submitted upon successful award. Any price changes or model updates will be submitted through the PnP process. 58 Quantify the pricing discount represented by the pricing Quotes are provided to the customer with a discount off of current proposal in this response. For example, if the pricing in list price. Quotes are price protected for a period of 30 days as your response represents a percentage discount from
long as a PO is received within that 30 day period. See attached MSRP or list, state the percentage or percentage range. pricing & discount schedule as well as the example quote for our proposal on this RFP.
59 Describe any quantity or volume discounts or rebate
We offer two different volume discounts between our construction programs that you offer.
equipment (CE) portfolio and our compact construction equipment (CCE) portfolio due to the difference in acquisition costs of the larger construction equipment verses the smaller compact construction equipment.

CE: 5-7 machines = 1%, 8-14 machines = 2%, 15+ machines = 3% CCE: 8-14 machines = 1%, 15+ machines = 3%
60 Propose a method of facilitating "sourced" products or Sourced or open market items are not part of our RFP response related services, which may be referred to as `open
but we do allow dealers to quote these as dealer provided items market' items or "nonstandard options". For example, you as a separate line item on the quote. Discounts will not be applied may supply such items "at cost' or "at cost plus a
to these open market items. Quotes for these products are percentage," or you may supply a quote for each such
negotiated directly through the customer and our dealer network. request.
61 Identify any element of the total cost of acquisition that is The following will not be included:

NOT included in the pricing submitted with your response.

1. Dealer provided goods and services: Non -factory goods and This includes all additional charges associated with a
services (third party items) will be quoted by dealer at the purchase that are not directly identified as freight or customers request.
shipping charges. For example, list costs for items like pre - delivery inspection, installation, set up, mandatory training,

2. Set-up and installation fees: These charges will be quoted by the or initial inspection. Identify any parties that impose such dealer and are not part of this RFP.
costs and their relationship to the Proposer.

3. Pre -Delivery Inspection (PDI): A PDI is performed on all new machine purchases to ensure proper fluid levels, check system pressures, verify accurate system operation, and cleaning of the unit prior to delivery. The cost of the PDI is quoted by the dealer and will vary by machine model and complexity.

Taxes: Local taxes, if applicable, will be assessed.
62 If freight, delivery, or shipping is an additional cost to the Freight, delivery and shipping are charged to the customer and Sourcewell participating entity, describe in detail the added to the quote as separate line items.
complete freight, shipping, and delivery program.
63 Specifically describe freight, shipping, and delivery terms or Freight, delivery and shipping are charged to the customer and programs available for Alaska, Hawaii, Canada, or any
added to the quote as separate line items just as they are for all offshore delivery.
participating entities. Travel that occurs by ocean, barge or inland may affect the delivery time of the machine.
64 Describe any unique distribution and/or delivery methods or If a customer has a unique request, we can review at that time, options offered in your proposal.
otherwise there are no unique methods offered in this RFP.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L'177

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Table 12: Pricing Offered
Line
Item
The Pricing Offered in this Proposal is: *
Comments
65 c. better than the Proposer typically offers to GPOs, cooperative procurement organizations, or state purchasing Sourcewell has become our
departments.
most valued contract to our
dealer network for
governmental business. We
will continue to use our best
available discount schedule to
support this contract.

Table 13: Audit and Administrative Fee
Item
Question
Response*
66 Specifically describe any self -audit process or program that you Our dealers are required to participate in a contract sales plan to employ to verify compliance with your proposed Contract training class to ensure they are promoting the contract per with Sourcewell. This process includes ensuring that Sourcewell the Terms and Conditions of our RFP response. Dealers are participating entities obtain the proper pricing, that the Vendor made aware of how to obtain the effective price date of the reports all sales under the Contract each quarter, and that the contract, so the customer is being quoted accurately.

Vendor remits the proper administrative fee to Sourcewell. Provide Whenever there is a price change approved by Sourcewell, sufficient detail to support your ability to report quarterly sales to we communicate that information via our dealer bulletin Sourcewell as described in the Contract template.
process and post on our dealer microsite. We also use an automated settlement process where a dealer utilizes a
program ID code so that we can accurately capture the
sales each quarter for our internal review and submit to Sourcewell for the payment of our admin fee. We will also be launching a new quoting process to simplify the quoting process for many of our dealers to ensure accurate pricing per the terms and conditions of our contract.
67 If you are awarded a contract, provide a few examples of internal Upon award of this contract, we track the sales performance metrics that will be tracked to measure whether you are having of each dealer group across the US and Canada to achieve success with the contract.
our market share goals for construction equipment and
compact construction equipment in the governmental
segments. This has worked well for this contract to date, and we will continue to use this market share metric to keep our dealers accountable for performance.
68 Identify a proposed administrative fee that you will pay to We have had great success growing and expanding the
Sourcewell for facilitating, managing, and promoting the Sourcewell utilization of this contract for all our dealers in the US and Contract in the event that you are awarded a Contract. This fee Canada and will continue this growth by providing a 0.5% is typically calculated as a percentage of Vendor's sales under the admin fee to Sourcewell on all contract items. Third party Contract or as a per -unit fee; it is not a line -item addition to the attachments or non -contract items (dealer provided items) are Member's cost of goods. (See the RFP and template Contract for not subject to the admin fee. The total calculated admin fee additional details.)
is payable each calendar quarter to Sourcewell.

Table 14A: Depth and Breadth of Offered Equipment Products and Services mLi
Ite69
Question
Response*
Provide a detailed description of the
We will be offering our complete line of construction equipment and compact equipment, products, and services that you
construction equipment, as well as base coded attachments. Product families include are offering in your proposal.

Articulated Dump Trucks, Backhoes, Compact Track Loaders, Crawler Dozers, Crawler Loaders, Excavators, Compact Excavators, Tractor Loaders, Motor Graders, Skid Steer Loaders, Wheel Loaders and Compact Wheel Loaders.

All services including product support, part support, and warranty work will be provided by our authorized dealers and not part of this contract. 70 Within this RFP category there may be
N/A
subcategories of solutions. List subcategory
titles that best describe your products and
services.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L 178

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.

Line Item
Categor\ or T\pe
Offered
Comments
71 Wheeled, tracked, and backhoe loaders
r Yes
No
72 Motor Graders
r. Yes
No
73 Wheeled and tracked excavators
r Yes
r No
74 Bulldozers, compactors, scapers, articulated and
r Yes
We do not offer rigid haulers.
rigid haulers
r No
Compactors are offered on the
separate Wirtgen contract.
75 Cranes
r Yes
r No
76 Accessories or attachments for the offering in #71-
r Yes
We will be offering base coded
75 above
r No
attachments at time of whole goods
purchase or separately if needed. AT
kits and BYT kits (third party
attachments) are not part of this
contract.
77 Technology or services for the offering in #71-75
r Yes
' /ink Telematics, Grade Control,
above
r No
and Slope Control are examples of
these technology services that are
available as options on certain
products.

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

Line Item
Categor\ or Rpe
Offered
Comments
78 Wheel loader with published net horsepower (HP)
r Yes
We offer 4 wheel loaders that meet
of at least 300 HP
r No
this spec requirement.
79 Wheeled or tracked excavator with a published net
r Yes
We offer 10 excavators that meet this
horsepower (HP) of at least 150 HP
c- No
spec requirement.
80 Motor Grader with a published maximum operating
r Yes
We offer 8 motor graders that meet
weight of at least 30,000 lbs.
r No
this spec requirement.
81 Rough terrain, all terrain, crawler, floating, lattice, or r Yes
telescopic crane with a published maximum lifting
r No
capacity of at least 300 tons and a published
maximum boom length of at least 150 feet
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.

Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L 1-79

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Documents
Ensure your submission document(s) conforms to the following:

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

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

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

4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." • Pricing - RFP 011723 Model & Discount Schedule.pdf - Monday January 09, 2023 11:48:21 • Financial Strength and Stability - Deere-Co_Annual-Report-2021.pdf - Tuesday November 29, 2022 12:34:40 • Marketing Plan/Samples (optional)
• WMBE/MBE/SBE or Related Certificates (optional)
• Warranty Information - US CAN deere wty stmt.pdf - Tuesday December 06, 2022 10:27:02 • Standard Transaction Document Samples - Sample Sourcewell Quote.pdf - Monday January 09, 2023 11:22:37 • Upload Additional Document - Sustainability Report 2021.pdf - Tuesday November 29, 2022 13:01:16 Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L 180

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E Addenda, Terms and Conditions

PROPOSER AFFIDAVIT AND ASSURANCE OF COMPLIANCE
I certify that I am the authorized representative of the Proposer submitting the foregoing Proposal with the legal authority to bind the Proposer to this Affidavit and Assurance of Compliance:

1. The Proposer is submitting this Proposal under its full and complete legal name, and the Proposer legally exists in good standing in the jurisdiction of its residence.

2. The Proposer warrants that the information provided in this Proposal is true, correct, and reliable for purposes of evaluation for contract award.

3. The Proposer, including any person assisting with the creation of this Proposal, has arrived at this Proposal independently and the Proposal has been created without colluding with any other person, company, or parties that have or will submit a proposal under this solicitation; and the Proposal has in all respects been created fairly without any fraud or dishonesty. The Proposer has not directly or indirectly entered into any agreement or arrangement with any person or business in an effort to influence any part of this solicitation or operations of a resulting contract; and the Proposer has not taken any action in restraint of free trade or competitiveness in connection with this solicitation. Additionally, if Proposer has worked with a consultant on the Proposal, the consultant (an individual or a company) has not assisted any other entity that has submitted or will submit a proposal for this solicitation.

4. To the best of its knowledge and belief, and except as otherwise disclosed in the Proposal, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest. An organizational conflict of interest exists when a vendor has an unfair competitive advantage or the vendor's objectivity in performing the contract is, or might be, impaired.

5. The contents of the Proposal have not been communicated by the Proposer or its employees or agents to any person not an employee or legally authorized agent of the Proposer and will not be communicated to any such persons prior to Due Date of this solicitation.

6. If awarded a contract, the Proposer will provide to Sourcewell Participating Entities the equipment, products, and services in accordance with the terms, conditions, and scope of a resulting contract.

7. The Proposer possesses, or will possess before delivering any equipment, products, or services, all applicable licenses or certifications necessary to deliver such equipment, products, or services under any resulting contract.

8. The Proposer agrees to deliver equipment, products, and services through valid contracts, purchase orders, or means that are acceptable to Sourcewell Members. Unless otherwise agreed to, the Proposer must provide only new and first -quality products and related services to Sourcewell Members under an awarded Contract.

9. The Proposer will comply with all applicable provisions of federal, state, and local laws, regulations, rules, and orders.

10. The Proposer understands that Sourcewell will reject RFP proposals that are marked "confidential" (or "nonpublic," etc.), either substantially or in their entirety. Under Minnesota Statutes Section 13.591, subdivision 4, all proposals are considered nonpublic data until the evaluation is complete and a Contract is awarded. At that point, proposals become public data. Minnesota Statutes Section 13.37 permits only certain narrowly defined data to be considered a "trade secret," and thus nonpublic data under Minnesota's Data Practices Act.

11. Proposer its employees, agents, and subcontractors are not:

1. Included on the "Specially Designated Nationals and Blocked Persons" list maintained by the Office of Foreign Assets Control of the United States Department of the Treasury found at: https://www.treasury.gov/ofac/downloads/sdnlist.pd ;

2. Included on the government -wide exclusions lists in the United States System for Award Management found at:
https:Hsam.gov/SAM/; or

3. Presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L 181

DocuSign Envelope ID: 54FC24D3-8A5A-4541-98A2-44B284ACDC8E by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Vendor certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this solicitation.
r By checking this box I acknowledge that I am bound by the terms of the Proposer's Affidavit, have the legal authority to submit this Proposal on behalf of the Proposer, and that this electronic acknowledgment has the same legal effect, validity, and enforceability as if I had hand signed the Proposal. This signature will not be denied such legal effect, validity, or enforceability solely because an electronic signature or electronic record was used in its formation. - Mark Oliver, Manager, Contract Sales, John Deere Construction Retail Sales
The Proposer declares that there is an actual or potential Conflict of Interest relating to the preparation of its submission, and/or the Proposer foresees an actual or potential Conflict of Interest in performing the contractual obligations contemplated in the bid. r Yes r. No
The Bidder acknowledges and agrees that the addendum/addenda below form part of the Bid Document.

Check the box in the column "I have reviewed this addendum" below to acknowledge each of the addenda.

I have reviewed the
File Name below addendum and Pages
attachments (if
applicable)
Addendum_5_Heavy_Construction_Equipment_RFP_011723
Tue January 10 2023 08:47 AM
Addendum _4_Heavy_Construction_Equipment_RFP_011723
Fri January 6 2023 09:51 AM
Addendum_3_Heavy_Construction_Equipment_RFP_011723
Thu December 29 2022 12:33 PM
Addendum_2_Heavy_Construction_ Equipment_RFP_011723
Wed December 21 2022 01:49 PM
Addendum_1_Heavy_Construction_Equipment_RFP 011723
Thu December 15 2022 09:27 AM
Bid Number: RFP 011723 Vendor Name: John Deere Shared Services L 182

Docusign Envelope ID: 2B1BB6F1-9C20-42A6-9196-DBF9E1031662 AMENDMENT #1
TO
CONTRACT # 011723-JDC
THIS AMENDMENT is effective upon the date of the last signature below by and between Sourcewell and John Deere Construction Retail Sales a division of John Deere Shared Services LLC, DBA John Deere Construction Retail Sales now known as John Deere Construction Retail Sales, a division of John Deere Shared Services LLC (Supplier).

Sourcewell awarded a contract (011723-JDC) to Supplier to provide Heavy Construction Equipment with Related Attachments and Technology to Sourcewell and its Participating Entities, effective April 5, 2023, through April 14, 2027 (Contract).

Supplier wishes to change the name of the Contract holder to "John Deere Construction Retail Sales, a division of John Deere Shared Services LLC' as noted in its Proposal.

Except as amended, the Contract remains in full force and effect.

Sourcewell
Signed by: -r
S&Wa f,�
COFD2A139D06489...

By.

Jeremy Schwartz
Chief Procurement Officer
6/3/2025 1 9:22 PM CDT
Date:

John Deere Construction Retail Sales, a division
of John Deere Shared Services LLC, formerly
known as John Deere Construction Retail Sales a
division of John Deere Shared Services LLC, DBA
Signed by:

Jo on Retail Sales
�jV'bb�t, �LUb�
Bv: 23E19C6B5FD143D...

Brooke DeVol
Account Manager, Govt Contracts & Sales
6/6/2025 1 6:33 AM PDT
Date:

SourcewelI Contract # 011723-JDC I Amendment #1

183

Docusign Envelope ID: 9839374B-79C3-48C6-9F7A-8A3059B70FFD AMENDMENT #2
TO
CONTRACT # 011723-JDC
THIS AMENDMENT is effective upon the date of the last signature below by and between Sourcewell and John Deere Construction Retail Sales, a division of John Deere Shared Services LLC (Supplier).

Sourcewell awarded a contract (011723-JDC) to Supplier to provide Heavy Construction Equipment with Related Attachments and Technology to Sourcewell and its Participating Entities, effective April 5, 2023, through April 14, 2027 (Contract).

Supplier wishes to change the name of the Contract holder to "John Deere Shared Services LLC." Except as amended, the Contract remains in full force and effect.

SC.. Signed u
COFD2A139D06489...

By:

Jeremy Schwartz
Chief Procurement Officer
Date: 1/8/2026 1 2:38 PM CST
Joh^ ^^^-^ cw^-^A c^-vices LLC
Signed by:
91,A V Y,
B9F4DC758739443...

By:

Jeffrey Averill
John Deere General Sales Manager
Date: 1/12/2026 1 1:01 PM CST
Sourcewell Contract # 011723-JDC I Amendment #2

184

JOHN DEERE
Bill To:

CITY OF TEMECULA
41000 MAIN ST
TEMECULA, CA, 925902764

RIVERSIDE ()
(951) 693-3944
Ship To:

CITY OF TEMECULA

FIELD OPERATIONS CENTER
43230 BUSINESS PARK DR
TEMECULA, CA, 92590
(951)693-3944
Comments
John Deere Factory Order (90 Days or Sooner)
Equipment Information
Retail Purchase Order
RDO Equipment Co.
20 Iowa Avenue
Riverside CA, 92507
Phone: (951) 778-3700 - Fax: (951) 778-3746
Purchase Order Date:

Purchase Order #:

Purchaser Account M
Customer Purchase Order #:

Customer Purchaser Type:

Customer Market Use:

Location of First Working Use:

Dealer Account Number.

Sales Professional:

Phone:

Fax:

Email:
&WARNING
Warning: Cancer and
Reproductive Harm.

For more Information go to:
w .MWarnings,ca.gov
8/11/2026
2000311
3944001
Rodney Budget#
Governmental - City/Town/Village
Earth Moving - Land Improvement
TEMECULA, CA, 92590
177637
Jim Davis
1 (760) 396-5897
[email protected]
Quantity Serial Number
Hours Status / Year / Make / Model
Cash Price
Stock Number
(approx.) Additional Items
1 TBD
0 New 2026 JOHN DEERE 320P
$241,811.00
TBD
Freight in John Deere Factory Freight In
$4,990.00
Freight Out Freight to Temecula
$500.00
Prep / Reconditioning PDI/FUEL/DEF/EIN
$2,395.00
Customer Discount Sourcewell Discount 43% from List Price Contract#011723-JDC Member ID#24002
Warranty -John Deere Power Train & Hyd.-60 Months, 3000 $3,495.00
Hours, Deductible: 0, Exp Date: 8/11/2031
Purchase Order Totals
Equipment Subtotal: $149,212.27
Balance:
$149,212.27
CA STATE TAX:
$8,952.74
CA COUNTY TAX:
$373.03
CA CITY TAX:
$1,492.12
CA SPECIAL TAX:
$2,238.18
Sales Tax Total:
$13,056.07
Sub Total:
$162,268,34
Cash with Order:
$0.00
Balance Due:
$162,268.34
D2000311 Page 1 of 7
185

Legal Information
For the Construction Product(s)
ACKNOWLEDGMENTS - Purchaser offers to sell, transfer, and convey the item(s) listed as "Trade In" to the Dealer at or prior to the time of delivery of the above Product(s), as a "trade-in" to be applied against the cash price Purchaser represents that each "trade-in" item shall be free and clear of all security interests, liens, and encumbrances at the time of transfer to the Dealer except to the extent shown below. The price to be allowed for each "trade-in" item is listed on this document. The Purchaser promises to pay the balance due shown hereon in cash, or to execute a Time Sale Agreement (Retail Installment Contract), or a Loan Agreement for the purchase price of the Product(s), plus additional charges shown thereon, or to execute a Lease Agreement, on or before delivery of the Product(s) ordered herein. Despite delivery of the Product(s) to the Purchaser, title shall remain with the Seller until one of the foregoing is accomplished. Except as provided herein and as necessary to protect RDO Equipment from the claims or a bankruptcy trustee or a buyer in the ordinary course or business, the Purchaser and the Dealer agree that this Purchase Order is not a security agreement and that delivery of the Product(s) to the Purchaser pursuant to this Purchase Order will not constitute possession of the Product(s) by the Purchaser, as a debtor, for the purposes of the purchase money security provisions in any statutes relating to personal property security or its equivalent. Purchaser understands that its rights in connection with this purchase are limited as set forth in this Purchase Order. I (we) hereby grant a security interest to RDO Equipment in the Product.

DISCLOSURE OF REGULATION APPLICABILITY- When operated in California, any off -road diesel vehicle may be subject to the California Air Resources Board In -Use Off -Road Diesel Vehicle Regulation. It therefore could be subject to retrofit or accelerated turnover requirements to reduce emissions of air pollutants. More information is available on the California Air Resources Board website at http://www.arb.ra.gov/msprog/ordiesel/ordiesel.htm , IMPORTANT WARRANTY NOTICE - The Standard Warranty for new John Deere construction and forestry products is set forth in a separate document provided by the dealer.Please read the Standard Warranty carefully before signing- No express warranty is made unless specified in the Warranty Statement. PURCHASER'S RIGHTS AND REMEDIES PERTAINING TO THIS PURCHASE ARE LIMITED AS INDICATED IN THE STANDARD WARRANTY AND PURCHASE ORDER. WHERE PERMITTED BY LAW, NO IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS IS MADE.

Telematics: Orders of telemalic devices include only the hardware, Where available, telematics software, including JDLink— connectivity service, may be enabled from your local John Deere Operations Center or JDLink website. Please see your authorized John Deere dealer for assistance.

The undersigned purchaser(s) (the "Purchaser') hereby orders the product (the "Product") described above from the Dealer. The Dealer shall not be liable for failure to provide the Product or far any delay in delivery if such failure or delay is due to the Dealers inability to obtain such Product from the manufacturer or supplier or other cause beyond the Dealers control. The cash price shown above is subject to the Dealer receiving the Product from the manufacturer or supplier prior to any change in price by the manufacturer or supplier and is also subject to any new or increased taxes being imposed upon the sale of the Product after the date of this Purchase Order.

Upon signature of delivery acknowledgment, customer is accepting the equipment, including attachments, in "AS IS" condition, agreeing to notify RDO Equipment Co. within 24 hours of any damages or discrepancies found upon receipt of equipment.

Signature Area
Purchase Order Accepted By:
(CustomersSignature) (Date Accepted)
(Authorized ignature of Dealer) (Date Accepted)
D2000311

186

Equipment Options
Qty Serial Number Year / Make / Model
1 TBD 2026 JOHN DEERE 320P
17C1T 320 P-Tier Backhoe Loader
0202 United States
0351 Translated Text Labels
0259 English
0609 Level 3 Cab
0652 Level 2 Performance Package
0950 Less Vision System
1210 Premium Package Radio
8030 Fire Extinguisher Bracket
8096 Premium Mirrors - Exterior Rear View Mirrors (2) and Front View Mirror (1)
183N JDLinkT"'
3009 Autoshift Transmission - Mechanical Front Wheel Drive (MFWD) with Limited Slip Differential
4006 John Deere 4.5L - FT4/Stage IV
8213 Chrome Exhaust Extension
8075 Diagnostic Oil Sampling Ports
5245 Galaxy 19.5L-24 12PR Rear & 12.5/80-18 10PR Front
6155 Dual Batteries with Disconnect and Jump Post
8226 LED 4-Corner Beacon Lights
6752 Extendible Dipperstick
6577 1250 lb. (567 kg.) Front Counterweight
7001 Auxiliary Hydraulics with One Way Flow (Hammer)
7028 Pilot Controls, Two Lever, with Pattern Selection
7040 Three -Function Loader Hydraulics, Single Lever
7809 24 in. (610 mm.) Top Hook Heavy -Duty Bucket, 7.4 cu. ft. (0.21 cu. m.)
7708 Top Hook Quick Coupler - Less Thumb
7861 92 in. (2.35 m.) Multi -Purpose Bucket, 1.31 cu. yd (1.00 cu. m.) D2000311

187

Item No. 10

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Mohsen Maali, Acting Director of Public Works/City Engineer DATE: September 8, 2026
SUBJECT: Accept Improvements and File the Notice of Completion for the Vail Ranch Park Restrooms Project, PW23-06
PREPARED BY: Hossein Ajideh, Acting Assistant Director of Public Works Laura Bragg, Associate Engineer II
RECOMMENDATION: That the City Council:

1. Accept the design, fabrication, purchase, delivery, and installation of the Vail Ranch Park Restrooms Project, PW23-06, by Public Restroom Company as complete; and

2. Direct the City Clerk to file and record the Notice of Completion for Public Restroom Company; and

3. Release Public Restroom Company's Labor and Materials Bond seven months after filing the Notice of Completion, provided no liens have been filed; and

4. Accept the construction of the Vail Ranch Park Restrooms Project, PW23-06, by Roadway Engineering & Construction Corp. as complete; and

5. Direct the City Clerk to file and record the Notice of Completion, release the Performance Bond, and accept a one-year Maintenance Bond in the amount of ten percent (10%) of the final contract amount for Roadway Engineering & Construction Corp.; and

6. Release Roadway Engineering & Construction Corp.'s Labor and Materials Bond seven months after the filing of the Notice of Completion, provided no liens have been filed.

BACKGROUND: The Vail Ranch Park Restrooms Project, PW23-06 (Project), included the design, fabrication, delivery, and installation of a new prefabricated restroom facility.

The facility included two single -stall unisex restrooms and a utility chase. The Project was delivered through two (2) separate contracts. The first contract provided for the design, fabrication, purchase, delivery, and installation of the prefabricated restroom building, while the second contract provided for the site improvements necessary to accommodate the new restroom building.

Both contracts have now been completed.
188

This approach allowed the City to procure the prefabricated restroom building directly from a specialized manufacturer while separately constructing the supporting site improvements, utilities, and accessibility improvements necessary for installation of the facility.

On August 13, 2024, the City Council approved an agreement with Public Restroom Company for the design, fabrication, purchase, and installation of the restroom facility for the Project in the amount of $257,079, and authorized the City Manager to approve extra work order authorizations not to exceed the contingency amount of $25,707.90.

Public Restroom Company designed, fabricated, delivered, and installed a stand-alone restroom building that included a utility chase on a building pad prepared by the City under a separate construction contract. Public Restroom Company has completed the work in accordance with the approved plans and specifications and to the satisfaction of the Director of Public Works/City Engineer. All work is warranted for a period of five years beginning April 2, 2026, the date the restroom was installed. The retention for the Project was released pursuant to the provisions of Public Contract Code Section 7107.

The original agreement amount for the design, fabrication, purchase, and installation was $257,079. One contract change order was issued, resulting in a net increase of $3,105. The final agreement amount was $260,184 for this component of the Project.

On January 13, 2026, the City Council awarded a construction contract to Roadway Engineering & Construction Corp. in the amount of $264,052 and authorized the City Manager to approve construction contract change orders not to exceed the contingency amount of $26,405.20.

The construction contract with Roadway Engineering & Construction Corp. provided the site improvements necessary to accommodate installation of the prefabricated restroom building furnished under a separate agreement. Site preparation included rerouting and upgrading utilities, site grading, concrete work, installation of Americans with Disabilities Act (ADA)-compliant pedestrian access ramps, landscaping and irrigation improvements, and installation of a new sewer connection.

Roadway Engineering & Construction Corp. has completed the work in accordance with the approved plans and specifications and to the satisfaction of the Director of Public Works/City Engineer. All work is warranted for a period of one year beginning September 8, 2026, the date the City Council approved the Notice of Completion. The retention for the Project was released pursuant to the provisions of Public Contract Code Section 7107.

The original construction contract amount was $264,052. One contract change order was issued, resulting in a net increase of $13,100.78. The final contract amount was $277,152.78 for this component of the Project.

Completion of both contracts completes the Vail Ranch Park Restroom Project and provides a new ADA-compliant restroom facility for park users and supports the City's Core Values in the Quality -of -Life Mater Plan e.g., Healthy and Livable City. 189

FISCAL IMPACT: There is no additional fiscal impact associated with accepting the Project and filing and recording the Notices of Completion.

ATTACHMENTS: 1. Notice of Completion - Public Restroom Company

2. Notice of Completion - Roadway Engineering & Construction Corp.

3. Contractor's Affidavit and Final Release - Roadway
Engineering & Construction Corp.

4. Maintenance Bond - Roadway Engineering & Construction Corp.

5. Project Description

6. Project Location Map
190

RECORDING REQUESTED BY
AND RETURN TO:

CITY CLERK

CITY OF TEMECULA
41000 Main Street
Temecula, CA 92590

EXEMPT FROM RECORDER'S FEES
Pursuant to Government Code
Sections 6103 and 27383

NOTICE OF COMPLETION
NOTICE IS HEREBY GIVEN THAT:

The City of Temecula is the owner of the property hereinafter described.

2. The full address of the City of Temecula is 41000 Main Street, Temecula, California 92590.

3. The Nature of Interest is a Contract which was awarded by the City of Temecula to Public Restroom Company, 2587 Business Parkway, Minden, Nevada 89423 to perform the following work of improvement:

VAIL RANCH PARK RESTROOMS
Project No. PW23-06

4. Said work was completed by said company according to plans and specifications and to the satisfaction of the Director of Public Works of the City of Temecula and that said work was accepted by the City Council of the City of Temecula at a regular meeting thereof held on September 8, 2026. That upon said contract the Travelers Casualty and Surety Company of America, One Town Square, Hartford, CT 06183, was surety for the bond given by the said company as required by law.

5. The property on which said work of improvement was completed is in the City of Temecula, County of Riverside, State of California, and is described as follows:

VAIL RANCH PARK RESTROOM
Project No. PW23-06

6. The location of said property is: 32965 Harmony Lane, Temecula, California.

Dated at Temecula, California, this 8t" day of September, 2026.

City of Temecula
Randi Johl, City Clerk
191

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, California, do hereby certify under penalty of perjury, that the foregoing NOTICE OF COMPLETION is true and correct, and that said NOTICE OF COMPLETION was duly and regularly ordered to be recorded in the Office of the County Recorder of Riverside by said City Council.

Dated at Temecula, California, this 8th day of September, 2026.

City of Temecula
Randi Johl, City Clerk
192

RECORDING REQUESTED BY
AND RETURN TO:

CITY CLERK

CITY OF TEMECULA
41000 Main Street
Temecula, CA 92590

EXEMPT FROM RECORDER'S FEES
Pursuant to Government Code
Sections 6103 and 27383

NOTICE OF COMPLETION
NOTICE IS HEREBY GIVEN THAT:

The City of Temecula is the owner of the property hereinafter described.

2. The full address of the City of Temecula is 41000 Main Street, Temecula, California 92590.

3. The Nature of Interest is a Contract which was awarded by the City of Temecula to Roadway Engineering & Construction Corp., 3121 Indian Avenue, Perris, CA 92571 to perform the following work of improvement:

VAIL RANCH PARK RESTROOMS
Project No. PW23-06

4. Said work was completed by said company according to plans and specifications and to the satisfaction of the Director of Public Works of the City of Temecula and that said work was accepted by the City Council of the City of Temecula at a regular meeting thereof held on September 8t", 2026. That upon said contract the Nationwide Mutual Insurance Company, 50ON Brand Blvd., Suite 2000, Glendale, CA 91203 was surety for the bond given by the said company as required by law.

5. The property on which said work of improvement was completed is in the City of Temecula, County of Riverside, State of California, and is described as follows:

VAIL RANCH PARK RESTROOMS
Project No. PW23-06

6. The location of said property is: 32965 Harmony Lane, Temecula, California.

Dated at Temecula, California, this 8" day of September, 2026.

City of Temecula
Randi Johl, City Clerk
193

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, California, do hereby certify under penalty of perjury, that the foregoing NOTICE OF COMPLETION is true and correct, and that said NOTICE OF COMPLETION was duly and regularly ordered to be recorded in the Office of the County Recorder of Riverside by said City Council.

Dated at Temecula, California, this 8h day of September, 2026.

City of Temecula
Randi Johl, City Clerk
194

CITY OF TEMECULA, DEPARTMENT OF PUBLIC WORKS

CONTRACTOR'S AFFIDAVIT AND FINAL RELEASE
for

VAIL RANCH PARK RESTROOMS
PROJECT NO. PW23-06
This is to certify that Roadway Engineering & Construction Corp. (hereinafter the "Contractor") declares to the City of Temecula, under oath, that he/she/it has paid in full for all materials, supplies, labor, services, tools, equipment, and all other bills contracted for by the Contractor or by any of the Contractor's agents, employees or subcontractors used or in contribution to the execution of its Contract with the City of Temecula, with regard to the building, erection, construction, or repair of that certain work of improvement known as VAIL RANCH PARK RESTROOMS, PROJECT NO. PW23-06, situated in the City of Temecula, State of California, more particularly described as follows:

Vail Ranch Park - 32965 Harmony Lane, Temecula, CA 92592

ADDRESS OR DESCRIBE LOCATION OF WORK
The Contractor declares that it knows of no unpaid debts or claims arising out of said Contract which would constitute grounds for any third party to claim a Stop Notice against of any unpaid sums owing to the Contractor.

Further, in connection with the final payment of the Contract, the Contractor hereby disputes the following amounts:

Description I Dollar Amount to Dispute
Pursuant to Public Contract Code Section 7100, the Contractor does hereby fully release and acquit the City of Temecula and all agents and employees of the City, and each of them, from any and all claims, debts, demands, or cause of action which exist or might exist in favor of the Contractor by reason of payment by the City of Temecula of any contract amount which the Contractor has not disputed above.

CONTRACTOR:

Dated: 07-21-2026 By:

Signature
Eric Alvarez - President
Print Name and Title
RELEASE R-1
195

CITY OF TEMECULA, DEPARTMENT OF PUBLIC WORKS
BOND NO. 7901234910

MAINTENANCE BOND
for
HAIL RANCH PARK RE6TROOMS
PROJECT NO. PW23-I36

KNOW ALL PERSONS BY THESE PRESENT THAT
Roadway Engineering & Construction Corp., 3121 Indian Avenue, Perris, CA 92571

NAME AND ADDRESS OF CONTRACTOR
a Corporation (hereinafter called "Principal"), and
(fill in whether a Corporation, Partnership, or Individual) Nationwide Mutual Insurance Company, 500 N. Brand Blvd. Suite 2000, Glendale, CA 91203

NAME AND ADDRESS OF SURETY
(hereinafter called "Surety"), are held and firm bound unto CITY OF TEMECULA (hereinafter called "Owner") In the penal sum of FIFTY-TWORED SEVENTY-SEVEN THOUSAND ONE HUNDRED DOLLARS AND 78i100- CENTS ($277,152.78- ) in lawful money of the United States, said sum being not less than ten percent of the Contract value payable by the said City of Temecula under the terms of the Contract, for the payment of which, we bind ourselves, successors, and assigns, jointly and severally, firmly by these presents.

THE CONDITION OF THIS OBLIGATION is such that whereas, the Principal entered into a certain Contract with the Owner, dated the 13th day of January 2026 a copy of which is hereto attached and made a part hereof for the construction of VAIL RANCH PARK RESTROOMS, PROJECT NO. PW23-06.

WHEREAS, said Contract provides that the Principal will furnish a bond conditioned to guarantee for the period of one year starting on the date the City Council approved the Notice of Completion for the said job, by the Owner, against all defects in workmanship and materials which may become apparent during said period; and
WHEREAS, the said Contract has been completed, and the Notice of Completion was approved by City Council on this the 8th day of September , 20 26 NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION IS SUCH, that if within one year from the date of approval of the final estimate on said job pursuant to the Contract, the work done under the terms of said Contract shall disclose poor workmanship in the execution of said work, and the carrying out of the terms of said Contract, or it shall appear that defective materials were furnished thereunder, then this obligation shall remain in full force and virtue, otherwise this instrument shall be void.

As a part of the obligation secured hereby and in addition to the face amount specified, costs and reasonable expenses and fees shall be included, including reasonable attorney's fees incurred 196

by the City of Temecula in successfully enforcing this obligation, all to be taxed as costs and included in any judgment rendered.

The Surety hereby stipulates and agrees that no change, extension of time, alteration, or addition to the terms of the Contract, or to the work to be performed thereunder, or to the specifications accompanying the same, shall in any way affect its obligations on this bond, and it does hereby waive notice of any such change, extension of time, alteration, or addition to the terms of the Contract, or to the work, or to the Specifications.

Signed and sealed this 27th day of July 2026
(Seal)
SURETY: Nationwide Mutual Insurance Company
By:

Edith Garibay
(Name)
Attorney -in -Fact
(Title)
APPROVED AS TO FORM:

Peter M. Thorson, City Attorney
PRINCIPAL: Roadway Engineering & Construction Corp.

By:

I✓ ( i 1�►\J�i✓��
(Name)
(Title)
(Title)
�L
NOTE: Signatures of two corporate officers required for corporations. A Notarial Acknowledgement or Jurat must be attached for each of the Surety and Principal Signatures.
197

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL •.
r..tv.�r!:c:otr!.err..cs!-.�sntr www.NationalNotary.org • 1-800-US NOTARY (1-800-876-6827) Item #5907 198

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL CODE § 1189 A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California
County of Riverside )
On 3 before me, Silvia Vega, Notary Public ,
Date. Here Insert Name and Title of the Officer
personally appeared Simonette Alvarez
Name(s) of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws
of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official eal.
/ .........ILVIA�VEGA....�'
COMM ;0 2453454 z
�1; RIVERSIDE County c,. Signature_
4 * Public' ' Signature NOtaty Public
California Notary
�gCiFC +`P Comm Exp July 16, 2027 :

Place Notary Seal Above

OPTIONAL
Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document.

Description of Attached Document
Title or Type of Document:

Document Date:

Signers) Other Than Named Above:

Capacity(ies) Claimed by Signer(s)
Number of Pages:

Signer's Name: trlC AIVarez Signer's Name:
® Corporate Officer — Title(s): President & Secretary ❑ Corporate Officer — Title(s):
❑ Partner — ❑ Limited ❑ General ❑ Partner — ❑ Limited ❑ General ❑ Individual ❑ Attorney in Fact ❑ Individual ❑ Attorney in Fact ❑ Trustee ❑ Guardian or Conservator ❑ Trustee ❑ Guardian or Conservator ❑ Other:. ❑ Other:

Signer Is Representing: Roadway Engineering & Signer Is Representing:
02015 National Notary Association • www.Nationa[ Notary.org - 1-800-US NOTARY (1-800-876-6827) Item #5907 199

ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.

State of California Orange
County of )
On _ `�' before me,
personally appeared Edith Garibay
Kassandra De Leon, Notary Public
(insert name and title of the officer)
who proved to me on the basis of satisfactory evidence to be the person($) whose name(ji;) is/*e subscribed to the within instrument and acknowledged to me that tile/she/they executed the same in has/her/thbir authorized capacity(ibs), and that by his/her/thoir signature(u) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and o ' ial seal. KASSANDRADE LEON
Notary Public • CalArnia
Orange County
F Commission # 2559191
My Comm. Expires Jul 15, 2030
Signature (Seal)
200

POA# 510028

JOINT LIMITED POWER OF ATTORNEY
KNOW ALL MEN BY THESE PRESENTS: That SureTec Insurance Company, a Corporation duly organized and existing under the laws of the State of Texas and having its principal office in the County of Harris, Texas and Markel Insurance Company (the "Company"), a corporation duly organized and existing under the laws of the state of Illinois, and having its principal administrative office in Glen Allen, Virginia, does by these presents make, constitute and appoint:

Kassandra De Leon, Emily Preciado, Edith Garibay
Their true and lawful agent(s) and attorney(s)-in-fact, each in their separate capacity if more than one is named above, to make, execute, seal and deliver for and on their own behalf, individually as a surety or jointly, as co -sureties, and as their act and deed any and all bonds and other undertaking in suretyship provided, however, that the penal sum of any one such instrument executed hereunder shall not exceed the sum of:

Fifty Million and 00/100 Dollars ($50,000,000.00)
This Power of Attorney is granted and is signed and sealed under and by the authority of the following Resolutions adopted by the Board of Directors of SureTec Insurance Company and Markel Insurance Company:
"RESOLVED, That the President, any Senior Vice President, Vice President, Assistant Vice President, Secretary, Assistant Secretary, Treasurer or Assistant Treasurer and each of them hereby is authorized to execute powers of attorney, and such authority can be executed by use of facsimile signature, which may be attested or acknowledged by any officer or attorney, of the company, qualifying the attorney or attorneys named in the given power of attorney, to execute in behalf of, and acknowledge as the act and deed of the SureTec Insurance Company and Markel Insurance Company, as the case may be, all bond undertakings and contracts of suretyship, and to affix the corporate seal thereto."
IN WITNESS WHEREOF, Markel Insurance Company and SureTec Insurance Company have caused their official seal to be hereunto affixed and these presents to be signed by their duly authorized officers on the 12th day of February , 2026 .

SureTec Insurance Company SUFiANCF ��•�6% 11111" ,i Marke urance Co)PANCmp y SCE �w:wb�o�7rl a
By: '�c%V�l 7� Ui W 1 � t .; rr By:

Michael C. Keimig, President ..... '., �.�� indey Jennin ice President State of Texas
County of Harris:

On this tnh day of February , 2026 A. D., before me, a Notary Public of the State of Texas, in and for the County of Harris, duly commissioned and qualified, came THE ABOVE OFFICERS OF THE COMPANIES, to me personally known to be the individuals and officers described in, who executed the preceding instrument, and they acknowledged the execution of same, and being by me duly sworn, disposed and said that they are the officers of the said companies aforesaid, and that the seals affixed to the proceeding instrument are the Corporate Seals of said Companies, and the said Corporate Seals and their signatures as officers were duly affixed and subscribed to the said instrument by the authority and direction of the said companies, and that Resolutions adopted by the Board of Directors of said Companies referred to in the preceding instrument is now in force.

IN TESTIMONY WHEREOF, I have hereunto set my hand, and affixed my Official Seal at the County of Harris, the day and year first above written. ;,.•�p�., KALLYSTA DANAE WHEELER
Notary Public State of Texas By:

Commission # 135531601
•",!eoF`+` Kallys anae Wheeler, Notary Public
Commission Expires 9/8/2029 My commission expires 9/8/2029 We, the undersigned Officers of SureTec Insurance Company and Markel Insurance Company do herby certify that the original POWER OF ATTORNEY of which the foregoing is a full, true and correct copy is still in full force and effect and has not been revoked.

IN WITNESS WHEREOF, we have hereunto set our hands, and affixed the Seals of said Companies, on the 27th day of July 2026 SureTec Insurance Company
By:

M / —&-
M. Brent Ofeaty, Assistant Secretary
Kjorkgl Insurance Company
By:

An rew Marquis, Assistant Sec ry
Any Instrument Issued in excess of the penalty stated above is totally void and without any validity. 510028 For verification of the authority of this Power you may call (713)812-0800 on any business day between 8:30 AM and 5:00 PM CST. 201

aft
_l
The I fear[ OF Sru[hern C Iifr..rnia
W ir,e Country

VAIL RANCH PARK RESTROOMS
Parks/Recreation Project
Project Description: This project provides for the design and construction of the renovation, expansion and Americans with Disabilities Act (ADA) improvements of existing restroom facilities. The restroom expansion includes the addition of new restroom facilities at Vail Ranch Park that meet current ADA accessibility compliance standards.

Benefit: This project provides restrooms for park patrons that are accessibility compliant.

Core Value: Healthy and Livable City
Project Status: Project is in design. Construction anticipated in FY 25-26 Department: Public Works - Account No. 210.265.999.5800.PWPE-07-02/ PW23-06
Level: I
City of Temecula
Fiscal Years 2026-30
Capital Improvement Program
Project Cost:

Prior Years
Actuals
2025-26
2024-25 Adopted 2026-27 2027-28 2028-29 2029-30
Adjusted Budget Projected Projected Projected Projected Total Project
Cost
5801-Administration
25,292
151,708
177,000
5804-Construction
835,000
835,000
5805-Construction Engineering
60,000
60,000
5802-Design & Environmental
220,930
220,930
5809-Information Technology
30,000 70,000
100,000
Total Expenditures
25,292
1,297,638 70,000
1,392,930
Source of Funds:
4002-Measure S 25,292 1,297,638 70,000 1,392,930
Total Funding 1 25,292 1,297,638 70,000 1,392,930
Future Operating & Maintenance Costs:

Total Operating Costs 30,475 31,085 31,706 32,340
Notes :

1. Operating & Maintenance costs reflect the increased janitorial costs associated with the addition of new park restroom facilities. 177 202

Vail Ranch Park Restrooms, PW23-06
188.1 0 94.04 188.1 Feet This map is a user generated static output from an Internet mapping site and is for reference only. Data layers that appear on this map may or may not be WGS_1984_Web_Mercator_Auxiliary_Sphere accurate, current, or otherwise reliable. © Latitude Geographics Group Ltd. THIS MAP IS NOT TO BE USED FOR NAVIGATION OF TENjtG
G
oCti Coo
•a
1989
Legend
City of Temecula Boundary
Street Names
Highways
HWY

INTERCHANGE
d INTERSTATE

OFFRAMP
ONRAMP
. USHWY
Creeks
❑
Cities
Streets

PAVED
-- PROPOSED
-- UNPAVED
Notes
411

Item No. 11

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Mohsen Maali, Acting Director of Public Works/City Engineer DATE: September 8, 2026
SUBJECT: Accept Improvements and File the Notice of Completion for the Long Canyon Creek Park Restroom Project, PW23-18
PREPARED BY: Hossein Ajideh, Acting Assistant Director of Public Works Emalee Manning, Assistant Engineer
RECOMMENDATION: That the City Council:

1. Accept the design, fabrication, purchase, and installation of the Long Canyon Creek Park Restroom Project, PW23-18, by Public Restroom Company as complete; and

2. Direct the City Clerk to file and record the Notice of Completion for Public Restroom Company; and

3. Release Public Restroom Company's Labor and Materials Bond seven months after filing the Notice of Completion, provided no liens have been filed; and

4. Accept the construction of the Long Canyon Creek Park Restroom Project, PW23-18, by Roadway Engineering & Construction Corp. as complete; and

5. Direct the City Clerk to file and record the Notice of Completion, release the Performance Bond, and accept a one-year Maintenance Bond in the amount of ten percent (10%) of the final contract price for Roadway Engineering & Construction Corp.; and

6. Release Roadway Engineering & Construction Corp.'s Labor and Materials Bond seven months after the filing of the Notice of Completion, provided no liens have been filed.

BACKGROUND: The Long Canyon Creek Park Restroom Project, PW23-18 (Project), included the design, fabrication, delivery, and installation of a new prefabricated restroom facility. The facility included two single -stall unisex restrooms and a utility chase. The Project was delivered through two (2) separate contracts. The first contract provided for the design, fabrication, purchase, delivery, and installation of the prefabricated restroom building, while the 204

second contract provided for the site improvements necessary to accommodate the new restroom building. Both contracts have now been completed.

This approach allowed the City to procure the prefabricated restroom building directly from a specialized manufacturer while separately constructing the supporting site improvements, utilities, and accessibility improvements necessary for installation of the facility.

On August 13, 2024, the City Council approved an agreement with Public Restroom Company for the design, fabrication, purchase, and installation of the restroom facility for the Project in the amount of $243,529 and authorized the City Manager to approve extra work order authorizations not to exceed the contingency amount of $24,352.90.

Public Restroom Company designed, fabricated, delivered, and installed a stand-alone restroom building that included a utility chase on a building pad prepared by the City under a separate construction contract. Public Restroom Company has completed the work in accordance with the approved plans and specifications and to the satisfaction of the Director of Public Works/City Engineer. All work is warranted for a period of five years beginning March 26, 2026, the date the restroom was installed. The retention for this Project was released pursuant to the provisions of Public Contract Code Section 7107.

The original agreement amount for the design, fabrication, purchase, and installation was $243,529. Two contract change orders (i.e., modifications) were issued, resulting in a net increase of $7,853. The final agreement amount was $251,382 for this component of the Project.

On January 13, 2026, the City Council awarded a construction contract to Roadway Engineering & Construction Corp. in the amount of $189,695.50 and authorized the City Manager to approve construction contract change orders not to exceed the contingency amount of $18,969.55. In addition, on April 28, 2026, the City Council approved an additional $35,000 in construction contingency.

The construction contract with Roadway Engineering & Construction Corp. provided the site improvements necessary to accommodate installation of the prefabricated restroom building furnished under a separate agreement. Site preparation included rerouting and upgrading utilities, site grading, concrete work, installation of Americans with Disabilities Act compliant pedestrian access ramps, landscaping and irrigation improvements, and installation of a new sewer connection.

Roadway Engineering & Construction Corp. has completed the work in accordance with the approved plans and specifications and to the satisfaction of the Director of Public Works/City Engineer. All work is warranted for a period of one year beginning September 8, 2026, the date the City Council approved the Notice of Completion. The retention for this Project was released pursuant to the provisions of Public Contract Code Section 7107.

The original construction contract price was $189,695.50. One contract change order was issued, resulting in a net increase of $6,096.97. The final contract price was $195,792.47 for this component of the Project.
205

Completion of both contracts completes the Long Canyon Creek Park Restroom Project and provides a new ADA-compliant restroom facility for park users and supports the City's Core Values in the Quality -of -Life Mater Plan e.g., Healthy and Livable City.

FISCAL IMPACT: There is no additional fiscal impact associated with accepting the Project and filing and recording the Notices of Completion.

ATTACHMENTS: 1. Notice of Completion — Public Restroom Company

2. Notice of Completion — Roadway Engineering & Construction Corp.

3. Contractor's Affidavit and Final Release - Roadway
Engineering & Construction Corp.

4. Maintenance Bond - Roadway Engineering & Construction Corp

5. Project Description

6. Project Location Map
206

RECORDING REQUESTED BY
AND RETURN TO:

CITY CLERK

CITY OF TEMECULA
41000 Main Street
Temecula, CA 92590

EXEMPT FROM RECORDER'S FEES
Pursuant to Government Code
Sections 6103 and 27383

NOTICE OF COMPLETION
NOTICE IS HEREBY GIVEN THAT:

The City of Temecula is the owner of the property hereinafter described.

2. The full address of the City of Temecula is 41000 Main Street, Temecula, California 92590.

3. The Nature of Interest is a Contract which was awarded by the City of Temecula to Public Restroom Company, 2587 Business Parkway, Minden, Nevada 89423 to perform the following work of improvement:

LONG CANYON CREEK PARK RESTROOMS
Project No. PW23-18

4. Said work was completed by said company according to plans and specifications and to the satisfaction of the Director of Public Works of the City of Temecula and that said work was accepted by the City Council of the City of Temecula at a regular meeting thereof held on September 8t", 2026. That upon said contract the Travelers Casualty and Surety Company of America, One Town Square, Hartford, CT 06183 was surety for the bond given by the said company as required by law.

5. The property on which said work of improvement was completed is in the City of Temecula, County of Riverside, State of California, and is described as follows:

LONG CANYON CREEK PARK RESTROOMS
Project No. PW23-18

6. The location of said property is: 29695 N General Kearny Rd, Temecula, CA 92591.

Dated at Temecula, California, this 8t" day of September, 2026.

City of Temecula
Randi Johl, City Clerk
207

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, California, do hereby certify under penalty of perjury, that the foregoing NOTICE OF COMPLETION is true and correct, and that said NOTICE OF COMPLETION was duly and regularly ordered to be recorded in the Office of the County Recorder of Riverside by said City Council.

Dated at Temecula, California, this 8th day of September, 2026.

City of Temecula
Randi Johl, City Clerk
208

RECORDING REQUESTED BY
AND RETURN TO:

CITY CLERK

CITY OF TEMECULA
41000 Main Street
Temecula, CA 92590

EXEMPT FROM RECORDER'S FEES
Pursuant to Government Code
Sections 6103 and 27383

NOTICE OF COMPLETION
NOTICE IS HEREBY GIVEN THAT:

The City of Temecula is the owner of the property hereinafter described.

2. The full address of the City of Temecula is 41000 Main Street, Temecula, California 92590.

3. The Nature of Interest is a Contract which was awarded by the City of Temecula to Roadway Engineering & Construction Corp., 3121 Indian Avenue, Perris, CA 92571 to perform the following work of improvement:

LONG CANYON CREEK PARK RESTROOMS
Project No. PW23-18

4. Said work was completed by said company according to plans and specifications and to the satisfaction of the Director of Public Works of the City of Temecula and that said work was accepted by the City Council of the City of Temecula at a regular meeting thereof held on September 8t", 2026. That upon said contract the Nationwide Mutual Insurance Company, 50ON Brand Blvd., Suite 2000, Glendale, CA 91203 was surety for the bond given by the said company as required by law.

5. The property on which said work of improvement was completed is in the City of Temecula, County of Riverside, State of California, and is described as follows:

LONG CANYON CREEK PARK RESTROOMS
Project No. PW23-18

6. The location of said property is: 29695 N General Kearny Rd, Temecula, CA 92591.

Dated at Temecula, California, this 8" day of September, 2026.

City of Temecula
Randi Johl, City Clerk
209

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, California, do hereby certify under penalty of perjury, that the foregoing NOTICE OF COMPLETION is true and correct, and that said NOTICE OF COMPLETION was duly and regularly ordered to be recorded in the Office of the County Recorder of Riverside by said City Council.

Dated at Temecula, California, this 8h day of September, 2026.

City of Temecula
Randi Johl, City Clerk
210

CITY OF TEMECULA, DEPARTMENT OF PUBLIC WORKS

CONTRACTOR'S AFFIDAVIT AND FINAL RELEASE
for

LONG CANYON CREEK PARK RESTROOMS
PROJECT NO. PW23-18
This is to certify that Roadway Engineering & Construction Corp. (hereinafter the "Contractor") declares to the City of Temecula, under oath, that he/she/it has paid in full for all materials, supplies, labor, services, tools, equipment, and all other bills contracted for by the Contractor or by any of the Contractor's agents, employees or subcontractors used or in contribution to the execution of its Contract with the City of Temecula, with regard to the building, erection, construction, or repair of that certain work of improvement known as LONG CANYON CREEK PARK RESTROOMS, PROJECT NO. PW23-18, situated in the City of Temecula, State of California, more particularly described as follows:

Long Canyon Creek Park - 29657 N General Kearny Rd, Temecula, CA 92591

ADDRESS OR DESCRIBE LOCATION OF WORK
The Contractor declares that it knows of no unpaid debts or claims arising out of said Contract which would constitute grounds for any third party to claim a Stop Notice against of any unpaid sums owing to the Contractor.

Further, in connection with the final payment of the Contract, the Contractor hereby disputes the following amounts:

Description I Dollar Amount to Dispute
Pursuant to Public Contract Code Section 7100, the Contractor does hereby fully release and acquit the City of Temecula and all agents and employees of the City, and each of them, from any and all claims, debts, demands, or cause of action which exist or might exist in favor of the Contractor by reason of payment by the City of Temecula of any contract amount which the Contractor has not disputed above.

CONTRACTOR:

Dated: 07-21-2026 By:

Signature
Eric Alvarez - President
Print Name and Title

RELEASE
R-1
211

CITY OF TEMECULA, DEPARTMENT OF PUBLIC WORKS
BOND NO. 7901234909

MAINTENANCE BOND
for

LONG CANYON CREEK PARK RESTROOMS
PROJECT NO. PW23-18

KNOW ALL PERSONS BY THESE PRESENT THAT
Roadway Engineering & Construction Corp., 3121 Indian Ave., Perris, CA 92571

NAME AND ADDRESS OF CONTRACTOR
a Corporation (hereinafter called "Principal"), and
(fill in whether a Corporation, Partnership, or Individual) Nationwide Mutual Insurance Company, 500 N. Brand Blvd., Suite 2000, Glendale, CA 91203

NAME AND ADDRESS OF SURETY
(hereinafter called "Surety"), are held and firmly bound unto CITY OF TEMECULA (hereinafter called "Owner) in the penal sum of ONE HUNDRED NINETY-FIVE THOUSAND SEVEN HUNDRED NINETY-TWO DOLLARS AND 47/100 CENTS ($195,792.47- J in lawful money of the United States, said sum being not less than ten percent of the Contract value payable by the said City of Temecula under the terms of the Contract, for the payment of which, we bind ourselves, successors, and assigns, jointly and severally, firmly by these presents.

THE CONDITION OF THIS OBLIGATION is such that whereas, the Principal entered into a certain Contract with the Owner, dated the 13th day of January, 20 26 , a copy of which is hereto attached and made a part hereof for the construction of LONG CANYON CREEK PARK RESTROOMS, PROJECT NO. PW23-18.

WHEREAS, said Contract provides that the Principal will furnish a bond conditioned to guarantee for the period of one year starting on the date the City Council approved the Notice of Completion for the said job, by the Owner, against all defects in workmanship and materials which may become apparent during said period; and
WHEREAS, the said Contract has been completed, and the Notice of Completion was approved by City Council on this the 8th day of September , 20 26 .

NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION IS SUCH, that if within one year from the date of approval of the final estimate on said job pursuant to the Contract, the work done under the terms of said Contract shall disclose poor workmanship in the execution of said work, and the carrying out of the terms of said Contract, or it shall appear that defective materials were furnished thereunder, then this obligation shall remain in full force and virtue, otherwise this instrument shall be void.

As a part of the obligation secured hereby and in addition to the face amount specified, costs and reasonable expenses and fees shall be included, including reasonable attorney's fees incurred 212

by the City of Temecula in successfully enforcing this obligation, all to be taxed as costs and included in any judgment rendered.

The Surety hereby stipulates and agrees that no change, extension of time, alteration, or addition to the terms of the Contract, or to the work to be performed thereunder, or to the specifications accompanying the same, shall in any way affect its obligations on this bond, and it does hereby waive notice of any such change, extension of time, alteration, or addition to the terms of the Contract, or to the work, or to the Specifications.

Signed and sealed this 27th day of July , 20 26 .
(Seal)
SURETY: Nationwide Mutual Insurance Company
By:

Edith Garibay
(Name)
Attorney -in -Fact
(Title)
APPROVED AS TO FORM:

Peter M. Thorson, City Attorney
PRINCIPAL: Roadway Engineering & Construction Corp
a
(Name)
(Title)
- V
By.
(Title)
NOTE: Signatures of two corporate officers required for corporations. A Notarial Acknowledgement or Jurat must be attached for each of the Surety and Principal Signatures.
213

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL O.
\Ll:\C.i\L!�t!Y�t!.\�.Y\C!:\ \L.inC.'.\t!�i\t \L 2.G t!: C.4�2/•i\t!. C .\V:�\ti\t ."\C L\L.%.2L \L!:\� 12 \ ti\L!:\C c2tfz\�t::\C!4�C s\.s\L�C/.�\t \y!�L/•\L/•:'\t!i\L!s\C!:�:.

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California
County of Riverside )
On Z before me, Silvia Vega, Notary Public ,
ate Here Insert Name and Title of the Officer
personally appeared Eric Alvarez
Name(s) of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s) whose names) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. ,. SILVIA VEGA
[uii.u`' `fir\ COMM # 2453454 Z
• s ;I RIVERSIDE County A;
* California Notary Public.'-
cgLIF Comm Exp July 16, 2027 :

I certify under PENALTY OF PERJURY under the laws
of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and off' ial seal.

Signature
Signat re of Notary Public
Place Notary Seal Above

OPTIONAL
Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document.

Description of Attached Document
Title or Type of Document:

Document Date:

Signer(s) Other Than Named Above:

Capacity(ies) Claimed by Signer(s)
Number of Pages:

Signer's Name: Eric Alvarez Signer's Name:
® Corporate Officer — Title(s): President & Secretary ❑ Corporate Officer — Title(s):
❑ Partner — ❑ Limited ❑ General ❑ Partner — ❑ Limited ❑ General ❑ Individual ❑ Attorney in Fact ❑ Individual ❑ Attorney in Fact ❑ Trustee ❑ Guardian or Conservator ❑ Trustee ❑ Guardian or Conservator ❑ Other: ❑ Other:

Signer Is Representing: Roadway Engineering & Signer Is Representing:

Construction Coro.
02015 National Notary Association • www.NationaiNotary.org • 1-800-US NOTARY (1-800-876-6827) Item #5907 214

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL CODE 6 1189 A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California
County of Riverside __ )
On before me, Silvia Vega, Notary Public
Date Here Insert Name and Title of the Officer
personally appeared Simonette Alvarez
Name(s) of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. l certify under PENALTY OF PERJURY under the laws
of the State of California that the foregoing paragraph is true and correct.
/,..`r\..SILVIA MEGA «
WITNESS my hand and official eal.
... ...

COMM 92�453454
s T'' RIVERSIDE County Signature
Signature dN Notary Public
California Notary Publie_
` �4CiFC N'p Comm Exp July 16, 2027 :

Place Notary Seal Above

OPTIONAL
Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document.

Description of Attached Document
Title or Type of Document:

Document Date:

Signer(s) Other Than Named Above;
Capacity(ies) Claimed by Signer(s)
Signer's Name: Eric Alvarez
® Corporate Officer — Title(s): President & Secretary
❑ Partner — ❑ Limited ❑ General
❑ Individual ❑ Attorney in Fact
❑ Trustee ❑ Guardian or Conservator
❑ Other:

Signer Is Representing: Roadway Engineering & Signer Is Representing:

Construction Corp
©2015 National Notary Association • www.NationalNotary.org • 1-800-US NOTARY (1-800-876-6827) Item #5907 Number of Pages:

Signer's Name:
❑ Corporate Officer — Title(s):
❑ Partner — ❑ Limited ❑ General
❑ Individual ❑ Attorney in Fact
❑ Trustee ❑ Guardian or Conservator
rl Other:
215

ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.

State of California
County of Orange
On _ " ] before me,
personally appeared Edith Garibay
Kassandra De Leon, Notary Public
(insert name and title of the officer)
who proved to me on the basis of satisfactory evidence to be the person($) whose name(A) is/*e subscribed to the within instrument and acknowledged to me that Me/she/th*y executed the same in his/her/thbir authorized capacity(i6s), and that by his/her/thibir signature(t) on the instrument the person(s), or the entity upon behalf of which the person() acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature
'KASSANDRADE LE,
Notary Public • Califrnia
Orange County
z Commission # 2559191
`' •• My Comm. Expires Jul 15, 2030
(Seal)
216

POAtt 510028

JOINT LIMITED POWER OF ATTORNEY
KNOW ALL MEN BY THESE PRESENTS: That SureTec Insurance Company, a Corporation duly organized and existing under the laws of the State of Texas and having its principal office in the County of Harris, Texas and Markel Insurance Company (the "Company"), a corporation duly organized and existing under the laws of the state of Illinois, and having its principal administrative office in Glen Allen, Virginia, does by these presents make, constitute and appoint:

Kassandra De Leon, Emily Preciado, Edith Garibay
Their true and lawful agent(s) and attorney(s)-in-fact, each in their separate capacity if more than one is named above, to make, execute, seal and deliver for and on their own behalf, individually as a surety or jointly, as co -sureties, and as their act and deed any and all bonds and other undertaking in suretyship provided, however, that the penal sum of any one such instrument executed hereunder shall not exceed the sum of:

Fifty Million and 00/100 Dollars ($50,OD0,000.00)
This Power of Attorney is granted and is signed and sealed under and by the authority of the following Resolutions adopted by the Board of Directors of SureTec Insurance Company and Markel Insurance Company:
"RESOLVED, That the President, any Senior Vice President, Vice President, Assistant Vice President, Secretary, Assistant Secretary, Treasurer or Assistant Treasurer and each of them hereby is authorized to execute powers of attorney, and such authority can be executed by use of facsimile signature, which may be attested or acknowledged by any officer or attorney, of the company, qualifying the attorney or attorneys named in the given power of attorney, to execute in behalf of, and acknowledge as the act and deed of the SureTec Insurance Company and Markel Insurance Company, as the case may be, all bond undertakings and contracts of suretyship, and to affix the corporate seal thereto."
IN WITNESS WHEREOF, Markel Insurance Company and SureTec Insurance Company have caused their official seal to be hereunto affixed and these presents to be signed by their duly authorized officers on the 12Ih day of February , 2026 , SureTec Insurance Company �`,,jRANCF ````%'V t Cep',, Marke uV ci
UJ
s SEAL
y !g y�
By: �� 1 / :y ,. 1? By:

Michael C. Keimig, President '�� �.�� indey Jennin ice President State of Texas
County of Harris!
On this 12Ih day of February , 2026 A. D., before me, a Notary Public of the State of Texas, in and for the County of Harris, duly commissioned and qualified, came THE ABOVE OFFICERS OF THE COMPANIES, to me personally known to be the individuals and officers described in, who executed the preceding instrument, and they acknowledged the execution of same, and being by me duly sworn, disposed and said that they are the officers of the said companies aforesaid, and that the seals affixed to the proceeding instrument are the Corporate Seals of said Companies, and the said Corporate Seals and their signatures as officers were duly affixed and subscribed to the said instrument by the authority and direction of the said companies, and that Resolutions adopted by the Board of Directors of said Companies referred to in the preceding instrument is now in force.

IN TESTIMONY WHEREOF, I have hereunto set my hand, and affixed my Official Seal at the County of Harris, the day and year first above written.

KALLYSTA DANAE WHEELER
Notary Public State of Texas By: C� U)U'o
Commission # 135531601
Kallyskbanae Wheeler, Notary Public
Commission Expires 9/8/2029 My commission expires 9/8/2029 We, the undersigned Officers of SureTec Insurance Company and Markel Insurance Company do herby certify that the original POWER OF ATTORNEY of which the foregoing is a full, true and correct copy is still in full force and effect and has not been revoked.

IN WITNESS WHEREOF, we have hereunto set our hands, and affixed the Seals of said Companies, on the 27th day of July 2026 SureTec Insurance Company hl#rkgl Insurance Company
By: By:

M. Brent Eleaty, Assistant Secretary An rew Marquis, AssistaiSec9wry Any Instrument Issued in excess of the penalty stated above is totally void and without any validity. 510028 For verification of the authority of this Power you may call (713)812-0800 on any business day between 8:30 AM and 5:00 PM CST. 217

]7
f
The Heart of Southern CAfvrnia
Wine Country

LONG CANYON CREEK PARK RESTROOMS
Parks/Recreation Project
Project Description: This project provides for the design and construction of a new restroom facility at Long Canyon Creek Park that meet current ADA accessibility compliance standards.

Benefit: This project provides restrooms for park patrons that are accessibility compliant.

Core Value: Healthy and Livable City
Project Status: The Project is under construction. The Project is anticipated to be completed in 2026.

Department: Public Works - Account No. 210.265.999.5800.PWPE-07-03/ PW23-18
Level: I
City of Temecula
Fiscal Years 2027-31
Capital Improvement Program
Project Cost:

Prior Years
Actuals
2026-27
2025-26 Adopted 2027-28 2028-29 2029-30 2030-31
Adjusted Budget Projected Projected Projected Projected Total Project
Cost
5801-Administration
46,475
130,525
177,000
5804-Construction
103,960
716,040
820,000
5805-Construction Engineering
60,000
60,000
5802-Design & Environmental
135,860
85,070
220,930
5809-Information Technology
220,000
220,000
Total Expenditures
286,2941
1,211,636
1,497,930
Source of Funds:
4002-Measure S I 289,0251 1,208,905 I 1,497,930
Total Funding I 289,0251 1,208,905 -I 1,497,930
Future Operating & Maintenance Costs:

Total Operating Costs 30,475 31,085 31,706 32,340 32,987 Notes :

1. Operating & Maintenance costs reflect the increased janitorial costs associated with the addition of new park restroom facilities. 161 218

Long Canyon Creek Park Restrooms
.�J
r
1: 1,925 O

20.8 0 160.38 320.8 Feet This map is a user generated static output from an Internet mapping site a is for reference only. Data layers that appear on this map may or may not GS 1984_Web_Mercator_Auxiliary_Sphere accurate, current, or otherwise reliat Latitude Geographics Group Ltd. THIS MAP IS NOT TO BE USED FOR NAVIGATIC �� OF TEnj�G
G
° yo
1989
��In°ns• acwoeeo�
Legend
Parcels (May 2025)
City of Temecula Boundary
Street Names
Highways
. HWY
. INTERCHANGE

INTERSTATE

OFFRAMP
ONRAMP
USHWY
Creeks
Cities
Streets

PAVED

PROPOSED

UNPAVED
Notes
Project location
21 Item No. 12

ACTION MINUTES

TEMECULA COMMUNITY SERVICES DISTRICT MEETING

COUNCIL CHAMBERS
41000 MAIN STREET

TEMECULA, CALIFORNIA
AUGUST 25, 2026
CALL TO ORDER at 3:57 PM: President James Stewart
ROLL CALL: Alexander, Kalfus, Rahn, Schwank, Stewart
PUBLIC COMMENTS - None

CSD CONSENT CALENDAR
Unless otherwise indicated below, the following pertains to all items on the Consent Calendar.

Approved the Staff Recommendation (5-0): Motion by Rahn, Second by Kalfus. The vote reflected unanimous approval.

8. Approve Action Minutes of August 11, 2026
Recommendation: That the Board of Directors approve the action minutes of August 11, 2026.

9. Approve Agreement with Titan Rental Group, Inc. for Event and Program Rental Services Recommendation: That the Board of Directors approve an agreement with Titan Rental Group, Inc. for event and program rental services in the amount of $150,000.

CSD DIRECTOR OF COMMUNITY SERVICES REPORT

CSD GENERAL MANAGER REPORT

CSD BOARD OF DIRECTORS REPORTS

CSD ADJOURNMENT
At 4:02 PM, the Community Services District meeting was formally adjourned to Tuesday, September 8, 2026 at 2:00 PM for a Closed Session, with a regular session commencing at 3:00 PM, City Council Chambers, 41000 Main Street, Temecula, California.

James Stewart, President
220

ATTEST:

Randi Johl, Secretary
[SEAL]
221

Item No. 13

TEMECULA COMMUNITY SERVICES DISTRICT

AGENDA REPORT
TO: General Manager/Board of Directors
FROM: Erica Russo, Director of Community Services
DATE: September 8, 2026
SUBJECT: Receive Recommendations Related to New Year's Eve Grape Drop and Provide General Direction Regarding the Same (At the Request of Subcommittee Members Schwank and Stewart)
PREPARED BY: Tracy Tomines, Community Services Supervisor II RECOMMENDATION: That the Board of Directors receive recommendations related to the New Year's Eve Grape Drop and provide general direction regarding the same.

BACKGROUND: In 2011, staff held the first annual New Year's Eve Grape Drop. The event included live entertainment, children's activities, and an East Coast countdown at 9:OOPM, followed by a West Coast countdown at midnight. Each countdown featured the signature Grape Drop descending from the City Hall bell tower.

After 13 years, staff proposed refreshing the signature event while retaining its family -friendly nature. In 2024, Council approved changes to the event timeframe, moving the celebration to 6:00- 10:00PM and focusing on the East Coast countdown at 9:OOPM. The countdown was enhanced with a drone show, which concluded with a drone countdown culminating in the traditional Grape Drop. In 2025, the event was canceled due to inclement weather.

Due to logistical challenges associated with the physical Grape Drop, staff met with the Parks, Recreation, and Community Services Subcommittee (JS/ZS) on August 11, 2026, to propose changes to the New Year's Eve event. Staff recommended relocating the event from the Civic Center to the Promenade Mall and holding the celebration from 5:30-9:30PM. The event still would include live entertainment and children's activities, with a drone show featuring a drone Grape Drop for the 9:OOPM East Coast countdown. Relocating the event to the Promenade Mall would provide an opportunity to enhance the family -friendly atmosphere, accommodate event activities, and potentially increase attendance. It would reduce staffing costs and eliminate the need for a road closure in Old Town. Preliminary discussions with Promenade staff have indicated they are willing to host this event.

As staff presented options for reimagining New Year's Eve, an additional concept was presented that would replace the New Year's Eve Grape Drop with a new standalone holiday event. The 0**

Subcommittee was intrigued by this concept and directed staff to explore hosting a separate holiday celebration in Old Town in addition to relocating the New Year's Eve Grape Drop to the Promenade.

The proposed holiday event would take place in Town Square Park on the Saturday before Thanksgiving and serve as a kickoff to the holiday season. The event would include Santa's arrival, the lighting of the Old Town Christmas tree (relocated to Town Square Park), live music, and food and craft vendors. The proposed relocation of the Christmas tree would coincide with Public Works' plans to redesign the landscape of the fountain planter at Town Square Park. The event would provide an opportunity for the community to gather and celebrate the beginning of the holiday season while maintaining the New Year's Eve Grape Drop as a separate family -friendly celebration at the Promenade.

FISCAL IMPACT: Programming costs will be covered within the Fiscal Year 2026- 2027 Annual Operating Budget through savings from the 2025 drone show deposit and minor savings from various events held throughout the year.

ATTACHMENTS: None
223

Item No. 14

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Matt Peters, Director of Community Development
DATE: September 8, 2026
SUBJECT: Introduce Ordinance Amending Title 17 of the Temecula Municipal Code to Implement a New Permitting Mechanism for Establishments that Sell or Provide Alcohol and Find that this Ordinance is Exempt from the California Environmental Quality Act (CEQA) Pursuant to CEQA Guidelines Section 15061 (b)(3) PREPARED BY:

RECOMMENDATION:

Mark Collins, Senior Planner
That the City Council:

1. Introduce an ordinance entitled:

ORDINANCE NO.

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TEMECULA AMENDING TITLE 17 OF THE TEMECULA

MUNICIPAL CODE TO IMPLEMENT AN ALCOHOL USE

PERMIT (AUP), AND MAKE A FINDING THAT THIS

ORDINANCE IS EXEMPT FROM THE CALIFORNIA

ENVIRONMENTAL QUALITY ACT (CEQA) PURSUANT TO
CEQA GUIDELINES SECTION 15061 (13)(3)

2. Adopt a resolution entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA ESTABLISHING AN ALCOHOL USE PERMIT

FEE, AND FINDING THIS RESOLUTION EXEMPT FROM THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
SUMMARY OF ORDINANCE: The proposed Ordinance would make amendments to Title 17 of the Temecula Municipal Code. Listed below is a summary of the proposed changes to the Municipal Code:

Changes to Title 17:

Table 17.03.010 (Planning and Zoning Approval Authority) 224

Amend the table to include the AUP as a new permit type, which would be considered by the Planning Commission at a public hearing for approval. The inclusion of the AUP to the table would include references to Note 1 which requires a public hearing, and a new "Note 7" which requires compliance with Chapter 17.09 (Alcohol). This approval process was selected to streamline permitting of alcohol uses, while keeping the ability to condition the project appropriately, and still ensuring flexibility for new businesses proposing new and evolving uses that include alcohol sales and/or consumption. Additionally, would make minor typographical corrections and add language requiring alcohol uses to obtain an AUP if not permitted by right, not a Conditional Use Permit (CUP).

17.04.015 (Alcohol Use Permits)

2. The proposed Ordinance would add § 17.04.015 to Chapter 17.04 (Permits). This proposed section includes its stated purpose and intent, provides application requirements, clearly states the approval process and authority (Planning Commission) and the findings that need to be made for such an applications disposition. Additionally, this Section provides guidance and requirements for revocation, appeal, and modification to an AUP. This approach was selected as staff feels it balances the City's First Core Value (A Safe and Prepared Community) with the reality of a changing retail environment by providing flexibility to the business community and added guardrails for the community. § 17.09.040 C (1) (Land Use Requirements)

3. The proposed Ordinance would amend this section to clarify that AUP's will be required for alcohol serving establishments as opposed to a CUP. The current process for alcohol uses not permitted by right, is for the application of a CUP, which has been a common approach in planning for many years across many municipalities. CUP's are a time -tested permitting process for uses, in this case alcohol uses, that have some special impact or uniqueness that cannot be determined in advance of the use. This AUP process incorporates the analysis while ensuring the City can respond in a more timely manner to concerns that could negatively impact public safety.
§ 17.09.060 A (1) p. (Alcoholic Beverage Sales Operational Standards)

4. As currently codified in this Section, it is stated without ambiguity that the "bar area" for an ancillary use is permitted through a CUP. As proposed, this Ordinance would refer such uses to Table 17.03.010 (Planning and Zoning Approval Authority) which is a more appropriate reference as there are more than one approval authority based on the proposal and this change reflects that reality.
§ 17.09.060 B (10) (Alcoholic Beverage Sales Operational Standards)

5. Currently there are requirements for establishments that sell alcohol to be located at least six hundred (600) feet from a religious institution, school, daycare or public park. There is an exemption to this requirement for such institutions that are located within the same zoning district as an establishment that serves alcohol. More plainly, a listed use above (school, park, etc.) located within a commercial zoning district cannot preclude a business 225

that sells alcohol. Such businesses would go through the AUP process and would be conditioned appropriately by the approving authority. This proposed Ordinance would amend this section to include mixed -use zoning districts. Mixed use zones allow for a mix of residential and commercial uses and is being added to clarify commercial property rights in a mixed use zone. Amend the section to include "mixed -use" zone as an additional location where the separation requirement between such uses does not apply, if both exist in such a zoning district.
§ 17.09.070C(4)d (Specific Alcohol Regulations)

6. This section currently states, in summary, that failure to comply with the Municipal Code may result in the revocation of a CUP. This proposed Ordinance would add the proposed AUP to this section holding both to the same standard. This is required of all businesses and permit holders who operate within the City.

BACKGROUND: The City of Temecula City Council adopted the Municipal Code in January 1990. Since its adoption, the City Council has periodically made amendments to various sections of the Code to improve its clarity, make corrections and implement state law. The proposed amendments to the Temecula Municipal Code include amendments to Title 17 (Zoning).

City staff met with the Planning Commission General Plan Update Subcommittee on March 4, 2026 (Chair Turley-Trejo and Commissioner Matics).

City staff met with the City Council General Plan Update Ad Hoc Subcommittee on March 10, 2026 to discuss the proposed ordinance and again on July 28, 2026 to discuss proposed changes to the draft ordinance (MPT Rahn and Councilmember Kalfus).

Pursuant to Government Code Section 65800, the Planning Commission is required to review and make recommendations to the City Council regarding zoning regulations and amendments to Title 17 Zoning (Development Code) of the Temecula Municipal Code. The item was presented at a public hearing to the Planning Commission on August 5, 2026, and Resolution No. 2026-14 was adopted recommending the City Council adopt the proposed ordinance.

FISCAL IMPACT: Community Development budgeted sufficient funds for the ordinance development and fee study, which will include administrative costs, and enforcement.

ATTACHMENTS: 1. Ordinance

2. Fee Resolution

3. Planning Commission Resolution No. 2026-14

4. Notice of Public Hearing

5. Notice of Exemption
226

ORDINANCE NO. 2026-

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF TEMECULA AMENDING TITLE 17 OF THE

TEMECULA MUNICIPAL CODE TO IMPLEMENT AN

ALCOHOL USE PERMIT (AUP), AND MAKE A FINDING

THAT THIS ORDINANCE IS EXEMPT FROM THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
PURSUANT TO CEQA GUIDELINES SECTION 15061 (13)(3)

THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS:

Section 1. Procedural Findings. The City Council of the City of Temecula does hereby find, determine, and declare that:

A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code.

B. The code amendments are being made to address evolving changes to the retail, dining, and entertainment sectors, including changing consumer demand patterns, the increasing integration of alcohol beverage service within traditional retail establishments, and the emergence of new and evolving business models involving the sale and service of alcoholic beverages.

C. The code amendments are intended to establish a permitting mechanism whereby the Planning Commission may evaluate alcohol -related uses on a case -by -case basis, ensuring compatibility with surrounding uses, and impose reasonable operational conditions tailored to the specific characteristics of each business.

D. The code amendments are further intended to provide flexibility for evolving business models and commercial uses while ensuring appropriate regulatory oversight of establishments involving alcoholic beverage sales in a manner that protects the public health, safety, and welfare and maintains the high quality of life enjoyed by Temecula residents.

E. As required by State law, the Planning Commission considered the proposed amendments to Title 17 (Zoning) of the Temecula Municipal Code ("Ordinance") on August 5, 2026, at a duly noticed public hearing as prescribed by law, at which time the City staff and interested persons had an opportunity to and did testify either in support of or opposition to this matter.

F. At the conclusion of the Planning Commission hearing and after due consideration of the testimony, the Planning Commission adopted PC Resolution No. 2026-14, recommending that the City Council adopt the Ordinance.

G. The City Council, at a regular meeting, considered the Ordinance on September 8, 2026, at a duly noticed public hearing, as prescribed by law, at which time the City Staff and 1 P*AFA

interested persons had an opportunity to and did testify either in support or opposition to this matter.

H. Following the public hearing, the City Council considered the entire record of information received at the public hearings before the Planning Commission and City Council.

Section 2. Further Findings. The City Council, in approving the proposed Ordinance, hereby makes the following additional findings as required by Section 17.01.040 ("Relationship to General Plan") of the Temecula Municipal Code:

1. The proposed uses are allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the general plan.

The proposed changes to Title 17 include implementing an alcohol use permit process for establishments involving the sale or service of alcoholic beverages. These changes provide a permitting mechanism to allow the Planning Commission to evaluate alcohol -related uses on a case -by -case basis and impose conditions of approval as appropriate. These changes are imposing requirements on existing uses, rather than allowing a use where it was not previously permitted.

Inclusion of consistent standards for establishments that sell alcohol furthers Goal 1 of the Land Use Element which specifies `A diverse and integrated mix of residential, commercial, industrial, recreational, public and open space land uses. " The amendments to the standards for establishments that offer the sale of alcohol for on -site consumption clarify that the distance requirement from sensitive uses (religious institutions, schools, day care centers, and public parks that does not apply to commercial uses, similarly does not apply to mixed -use.

2. The proposed uses are in conformance with the goals, policies, programs and guidelines of the elements of the general plan.

The proposed Ordinance implements consistent standards for establishments that sell alcohol, which furthers Goal 3 of the Public Safety Element which is to provide "A safe and secure community free from the threat of personal injury and loss of property. "

3. The proposed uses are to be established and maintained in a manner which is consistent with the general plan and all applicable provisions contained therein.

The proposed amendments to Title 17 of the Temecula Municipal Code do not propose any land use that is inconsistent with the Temecula General Plan. The proposed changes implement a new alcohol permitting mechanism on alcohol -related uses that are presently permitted and furthers Goal 2 of the adopted General Plan which states, "Orderly and efficient patterns of growth that enhance quality of life for Temecula Residents. " Section 3. Environmental Findings. The City Council hereby finds that this Ordinance is exempt from the requirements of the California Environmental Quality Act ("CEQA") pursuant to Title 14 of the California Code of Regulations, Section 15061(b)(3) because it can be seen with certainty that there is no possibility that the adoption of the Ordinance would have a significant impact on the environment. The Ordinance establishes an alcohol use permitting process to allow the sale or service of alcohol in new or existing establishments. The Ordinance does not allow new uses where they otherwise would not be permitted and, therefore, there is no 2 228

possibility that the adoption of the Ordinance will have a significant effect on the environment.

The Community Development Director is hereby directed to file a Notice of Exemption in accordance with CEQA and the State CEQA Guidelines.

Section 4. Table 17.03.010 of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions appearing in underlined text and deletions appearing in strikethrough), with all other provisions of Table 17.03.010 remaining unchanged:

Table 17.03.010
Planning and Zoning Approval Authority
Application
Administrative
Planning
Planning Commission
City Council
Approval
Director
General plan
Recommendation'
X'
amendment
Zoning amendment:

Recommendation'
X'
text changes
Zoning amendment:

Recommendation'
X'
map changes
Zoning amendment:

Recommendation'
X'
specific plan, includes
specific plan
amendments
Conditional use permit
X',2
(CUP)— existing
building
Conditional use permit
X',2,3
X'°3
with a development
plan
CUP modification (all
X'°6
changes)
Development plan
X'
(10,000 sq. ft. or
eater)
Development plan
X'
(less than 10,000 sq.
ft.)
Alcohol Use Permit
V
AUP
Major modifications
X2,4
Xi,a
Minor
V
modifications
Administrative
X2
development plan
Home occupation plan
X2
Minor exceptions
V
Sign permits
V
229

Sign programs,
X2
including sign
program modifications
Temporary use permits
X2
Variance
X'
Accessory dwelling
V
unit
Hillside development
X'
permit
Notes:

1. Requires consideration at a noticed public hearing.

2. For matters that are considered to have special significance or impact, the Ddirector of Community Development ph%*ii*g may refer such items to the Planning Commission for consideration.

3. Conditional use permits without development plans are approvable by the director of planning.

Conditional use permits with development plans are approvable by hearing body required for the development plan.

4. Major modifications of projects which were approved by the Planning Commission or city council shall be considered by the original approval body. Increases in building square footage that results in a building larger than 10,000 square feet shall be considered by the Planning Commission.

5. State law requires the administrative consideration of secondary dwelling units. These applications cannot be promoted to the Planning Commission.

6. Any proposed modification to an existing CUP shall require all entertainment and alcohol provisions contained therein to be removed and CUP modified to comply with Chapter 9.10 (Entertainment License) and Chapter 17.09 (Alcohol), without exception.

7. An AUP is required for all alcohol uses except those allowed by right in the Municipal Code or Specific Plan and shall complycoMply with Chapter 17.09 Alcohol
For a development application that requires more than one permit or approval, the approving authority for the entire application shall be the highest level of approval for any portion of the application.-Aff alcohol use not permitted by shall require approval of an AUP pursuant to Chapter 17.04.

Section 5. Section 17.04.015 (Alcohol Use Permit) is hereby added to Chapter 17.04 (Permits) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows:
"§ 17.04.015 Alcohol Use Permits.

A. Purpose and Intent. An alcohol use permit or "AUP" is intended to allow the establishment of alcohol uses that are not permitted by right which, by their nature, have some special impact or uniqueness such that their effect on the surrounding environment cannot be determined in advance of the alcohol use being proposed for a particular location. The AUP provides the city with the means to review the location, design, configuration of uses, operations, and potential impact and compatibility with the surrounding area through a review and approval process.

It is the intent to require all alcohol uses not permitted by right to be permitted through an AUP. Instances where multiple applications are required or proposed, the alcohol component shall be permitted only through an AUP unless otherwise permitted by right. 0 230

No AUP approved by the Planning Commission shall have any force or effect until the applicant thereof actually receives such permit signed by the Director of Community Development designating the conditions of its issue thereon, and executes their written consent or otherwise consents to the conditions imposed. No permit shall be issued until the time for filing an appeal as provided in Section 17.03.090 has expired, or in the event of such appeal, after the final determination thereof by the respective authority.

B. Application Requirements. Applications for AUP's shall be completed in accordance with §

17.03.010. In the event multiple applications are submitted or multiple approvals are needed, the approving authority for the highest level of approval shall act on the application; however, any and all alcohol use(s) not permitted by right shall only be permitted through an AUP.

Applications from an AUP shall be accompanied by payment of the applicable fee established by resolution of the City Council.

C. Authority. AUPs shall require a public hearing before the Planning Commission.

D. Findings.

To approve or conditionally approve an AUP, the Planning Commission must make the following findings:
a. The proposed use is consistent with the general plan and development code. b. The proposed AUP is compatible with the nature, condition, and development of adjacent uses, buildings, and structures and the proposed use will not adversely affect the adjacent uses, buildings, or structures.

The site for the proposed use is adequate in size and shape to accommodate the yards, walls, fences, parking and loading facilities, buffer areas, landscaping, and other development features prescribed in this development code and those required as a condition of approval.
d. The nature of the proposed use is not detrimental and does not jeopardize, adversely affect, endanger, or otherwise constitute a nuisance to the public health, safety, or general welfare of the community.
e. The proposed AUP may include a finding of public convenience or necessity, where required by the California Department of Alcoholic Beverage Control. f. That the decision to approve, conditionally approve, or deny the application for an AUP be based on substantial evidence in view of the record as a whole before the Planning Commission or city council on appeal.

2. The Planning Commission may impose reasonable conditions in approving or conditionally approving the AUP. Conditions of approval may include addressing any 231

pertinent factors affecting the establishment, operation, or maintenance of the requested use.

E. Conditions of Approval. All conditions, standards, and requirements contained in § 17.09 specific to the AUP, as determined by the Planning Commission, are applicable upon approval of an AUP. Additionally, any conditions attached to the AUP and ABC License shall become effective immediately upon issuance of an AUP. Violations of any of these conditions, standards, or requirements are grounds for revocation pursuant to subsection J.

F. Expiration of Alcohol Use Permit. Within one year of approval, as dated on the approved AUP, commencement of use shall have occurred, or the approval shall be subject to expiration.

Commencement of use shall be defined by the issuance of a certificate of occupancy.

Additionally, if after commencement of the approved use under the AUP, the approved use of the AUP is discontinued for a period of one year, then the AUP shall be deemed abandoned.

G. Time Extension. No extension of time shall be provided.

H. Non -Transferability. An AUP is personal to the permit holder and the specific business operation approved under the permit and shall not run with the land. An AUP may not be transferred or assigned to another person, entity, business operator, or alcoholic beverage license holder. Any change in ownership, operator, business entity, or alcoholic beverage license holder shall require the submission and approval of a new AUP, unless otherwise determined by the Planning Commission.

I. Reservation of Right to Review Alcohol Use Permit. Any AUP granted or approved hereunder, shall be approved or conditionally approved with the city, and its Planning Commission and city council retaining and reserving the right and jurisdiction to review and modify such AUP (including the conditions of approval) based on changed circumstances. Changed circumstances include, but are not limited to, the modification of the business, changes or additional alcoholic beverage control license(s), a change in scope, emphasis, size, ABC License Type, or nature of the business, and the expansion, alteration, reconfiguration, or change of use. The reservation of right to review any AUP granted or approved or conditionally approved hereunder by the city, is in addition to, and not lieu of, the right of the city, its Planning Commission and city council to review and modify any AUP approved or conditionally approved hereunder for any violations of the conditions imposed on such AUP or for the maintenance of any nuisance condition of this or any other applicable code violation thereon.

J. Modifications of an Alcohol Use Permit. Modifications to any AUP shall be completed through a modification application as specified in § 17.05.030.

K. Revocation and Notice.

1. Notice of Revocation. If the Director of Community Development determines that grounds for revocation may exist, the matter shall be set for a hearing before the Planning Commission. The Director of Community Development or designee shall 0 232

provide written notice of the revocation hearing to the permit holder. The notice shall identify the basis for the proposed revocation and the date, time, and location of the hearing. The director of community development, in giving notice of the revocation, shall observe the following noticing requirements:
a. The director of community development or designee shall serve the owner of the business involved written notice of such hearing by registered or certified mail, return receipt requested.

2. In the event the certified or registered mail is refused, returned or undelivered after ten days after deposit in the United States mail, the Director of Community Development shall cause the same notice to be sent via first class, regular United States mail, with postage fully paid thereon to the address in the records.

3. Revocation. The Planning Commission may revoke an AUP upon a determination that any of the following circumstances exist:
a. That the permit was obtained by omission, misrepresentation, or fraud; b. That any of the conditions of approval for the permit have not been met or are being violated;
c. That the use for which the permit was granted is operating in violation of any statute, ordinance, law or regulation;
d. That the permit is being exercised in a way that is detrimental to the public health, safety or welfare or constitutes a nuisance.

L. Appeal. Any decision of the Planning Commission to revoke an AUP may be appealed pursuant to § 17.03.090. If no appeal is timely filed in accordance with § 17.03.090, the Planning Commission's decision shall become final.

M. Additional Requirements. AUP's are intended to provide a flexible permitting mechanism that allows ancillary alcohol -related uses to be evaluated on a case -by -case basis. In approving or conditionally approving an AUP, the Planning Commission may impose additional conditions recommended from planning, building and safety, fire and/or police departments." Section 6. Subsection C (Land Use Requirements) of Section 17.09.040 (Permit(s) Required) of Chapter 17.09 (Alcohol) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions appearing in underlined text and deletions appearing in strikethrough text), with all other provisions of Section 17.09.040 remaining unchanged:
"§ 17.09.040(C)
C. Land Use Requirements.

VA
233

1. An Conditional Alcohol Use Permit (AC -UP) shall be required for all other ABC License Types except a ef a Type 41 an Type 90 ABC license, see §9.10.125 for permitting requirements. See § 17.04.015 for AUP requirements."
Section 7. Subitem P (Ancillary Use) of Item 1 of Subsection A (Standards and Operational Requirements Generally) of Section 17.09.060 (Alcoholic Beverage Sales Operational Standards) of Chapter 17.09 (Alcohol) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions appearing in underlined text and deletions appearing in strikethrough text), with all other provisions of Section 17.09.060 remaining unchanged:
"§ 17.09.060(A) I (p.)
P. Ancillary use. For establishments with on -sale alcohol beverage sales that are not bona fide eating establishments, the "bar area" may ONLY be an ancillary use subject to tl+e approval as specified in Table 17.03.010 of a eenditiousenalo.. +A." Section 8. Item 3(a) of Subsection B (Standards for establishments that offer the sale alcohol for on -site consumption, regardless of ABC license type) of Section 17.09.060 (Alcoholic Beverage Sales Operational Standards) of Chapter 17.09 (Alcohol) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions appearing in underlined text), with all other provisions of Section 17.09.060 remaining unchanged:
"§ 17.09.060(B)

3. Postings Required. The following physical postings must be located in a conspicuous place, as follows:
a. Manager on Duty Posting. During business hours, the establishment shall post the name of the staff member who is responsible for the business during that shift. The posting must be legible and visible to the public when entering the business. The responsible person must be:
i. An employee.
ii. Certified in accordance with the responsible beverage service training requirements in California Business and Professions Code Section 25683. iii. Aware of all requirements in the conditional use permit or alcohol use permit, certificate of occupancy entertainment license (as applicable), and ABC license." Section 9. Item 10 of Subsection B (Standards for establishments that offer the sale alcohol for on -site consumption, regardless of ABC license type) of Section 17.09.060 (Alcoholic Beverage Sales Operational Standards) of Chapter 17.09 (Alcohol) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions appearing in underlined text), with all other provisions of Section 17.09.060 remaining unchanged:
"§ 17.09.060(B)
234

10. Businesses selling alcoholic beverages that require a ell alcohol use permit shall not be located within six hundred feet of any religious or educational institution, day care center or public park. This distance shall be measured between the main entrance of the alcohol selling business and the closest public entrance to the religious or educational institution, day care center or public park. This requirement shall not apply when the alcohol -selling business and the religious, day care center, public park or educational institution are both located within a commercial, mixed -use, or industrial zones. This separation requirement shall also not apply to restaurants (bona fide eating establishments)."
Section 10. Item 4(d) of Subsection C (Specific Alcohol Regulations Based on Land Use) of Section 17.09.060 (Alcoholic Beverage Sales Operational Standards) of Chapter 17.09 (Alcohol) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions appearing in underlined text), with all other provisions of Section

17.09.060 remaining unchanged:
"§ 17.09.070(C)

4.d. The failure to comply with any of these conditions may result in the revocation of the conditional use permit or alcohol use permit pursuant to Section 17.04.010 of this title." Section 11. Severability. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation.

Section 12. Certification. The Mayor shall sign and the City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same or a summary thereof to be published and posted in the manner required by law.

Section 13. Effective Date. This Ordinance shall take effect thirty (30) days after passage.
9 235

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this day of ,
ATTEST:

Randi Johl, City Clerk
[SEAL]
10 Jessica Alexander, Mayor
236

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Ordinance No. 2026- was duly introduced and placed upon its first reading at a meeting of the City Council of the City of Temecula on the 8th day of September, 2026, and that thereafter, said Ordinance was duly adopted by the City Council of the City of Temecula at a meeting thereof held on the day of , , by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:
11 Randi Johl, City Clerk
237

RESOLUTION NO.2026-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF TEMECULA ESTABLISHING AN ALCOHOL USE

PERMIT FEE, AND FINDING THIS RESOLUTION

EXEMPT FROM THE CALIFORNIA ENVIRONMENTAL

QUALITY ACT (CEQA)

THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. The City Council has the authority to establish application review fees. As such, the City Council has the authority to establish a fee for the review of Alcohol Use Permit applications.

Section 2. The City Council herby finds and determines that, based upon its review of the information and analysis of City Staff, the proposed establishes a reasonable fee for staff to conduct Alcohol Use Permit application reviews.

Section 3. The City Council herby approves the following fee schedule:

Permit Type
Fee
Alcohol Use Permit
$5,951.00
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula on this 8�h day of September, 2026.

Jessica Alexander, Mayor
ATTEST:

Randi Johl, City Clerk
[SEAL]
238

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 2026- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 8th day of September, 2026, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

Randi Johl, City Clerk
239

PC RESOLUTION NO.2026-14

A RESOLUTION OF THE PLANNING COMMISSION OF

THE CITY OF TEMECULA RECOMMENDING THAT

THE CITY COUNCIL ADOPT AN ORDINANCE
ENTITLED, "AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF TEMECULA AMENDING TITLE 17 OF

THE TEMECULA MUNICIPAL CODE TO IMPLEMENT

AN ALCOHOL USE PERMIT (AUP), AND MAKE A

FINDING THAT THIS ORDINANCE IS EXEMPT FROM

THE CALIFORNIA ENVIRONMENTAL QUALITY ACT
(CEQA) PURSUANT TO CEQA GUIDELINES SECTION
15061 (11)(3)"
Section 1. Procedural Findings. The Planning Commission of the City of Temecula does hereby find, determine and declare that:

A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code.

B. The Planning Commission, at a regular meeting, considered the proposed amendments to Title 17 (Zoning) of the Temecula Municipal Code on August 5, 2026, at a duly noticed public hearing as prescribed by law, at which time the City staff and interested persons had an opportunity to, and did testify either in support or opposition to this matter.

C. The proposed amendments to Title 17 are consistent with the City of Temecula General Plan, and each element thereof.

D. At the conclusion of the Planning Commission hearing and after due consideration of the testimony, the Planning Commission recommended that the City Council adopt the Ordinance attached hereto as Exhibit "A".

E. All legal preconditions to the adoption of this Resolution have occurred.

Section 2. Further Findings. In recommending adoption of the proposed Ordinance, the Planning Commission of the City of Temecula does hereby make the following additional findings as required by Section 17.01.040 ("Relationship to General Plan") of the Temecula Municipal Code:

1. The proposed use is allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the general plan.

The proposed changes to Title 17 include implementing an alcohol use permit process for establishments involving the sale or service of alcoholic beverages. These changes provide a permitting mechanism to allow the Planning Commission to evaluate alcohol - related uses on a case -by -case basis and impose conditions of approval as appropriate.

These changes are imposing requirements on existing uses, rather than allowing a use 240

where it was not previously permitted. Inclusion of consistent standards for establishments that sell alcohol furthers Goal I of the Land Use Element which specifies "A diverse and integrated mix of residential, commercial, industrial, recreational, public and open space land uses. " The amendments to the standards for establishments that offer the sale of alcohol for on -site consumption clarify that the distance requirement from sensitive uses (religious institutions, schools, day care centers, and public parks that does not apply to commercial uses, similarly does not apply to mixed -use.

2. The proposed uses are in conformance with the goals, policies, programs and guidelines of the elements of the general plan.

The proposed Ordinance implements consistent standards for establishments that sell alcohol, which furthers Goal 3 of the Public Safety Element which is to provide "A safe and secure communityfree from the threat of personal injury and loss of property. "

3. The proposed uses are to be established and maintained in a manner which is consistent with the general plan and all applicable provisions contained therein.

The proposed amendments to Title 17 of the Temecula Municipal Code do not propose any land use that is inconsistent with the Temecula General Plan. The proposed changes implement a new alcohol permitting mechanism on alcohol -related uses that are presently permitted and furthers Goal 2 of the adopted General Plan which states, "Orderly and efficient patterns of growth that enhance quality of life for Temecula Residents. "
Section 3. Environmental Compliance. In accordance with the California Environmental Quality Act, the proposed Ordinance No. 2026- is exempt from the requirements of the California Environmental Quality Act ("CEQA") pursuant to Title 14 of the California Code of Regulations, Section 15061 (b) (3) because it can be seen with certainty that there is no possibility that the Ordinance will have a significant effect on the environment. The Code Amendments impose regulations on existing uses, but do not increase the intensity or density of any land use or allow any development where it was not otherwise permitted. The Planning Commission, therefore, recommends that the City Council of the City of Temecula adopt a Notice of Exemption for the proposed ordinance.

Section 4. Recommendation. The City of Temecula Planning Commission hereby recommends the City Council approve Planning Application No. LR24-0417, a proposed Citywide Ordinance as set forth on Exhibit "A", attached hereto, and incorporated herein by this reference.
241

PASSED, APPROVED AND ADOPTED by the City of Temecula Planning Commission this 5 h day of August 2026.

Lanae urley-Trejo, Chair
ATTEST:

Pk, -
Matt Peters
Secretary
[SEAL]

STATE OF CALIFORNIA
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Matt Peters, Secretary of the Planning Commission, do hereby certify that the forgoing PC Resolution No. 2026-14 was duly and regularly adopted by the Planning Commission of the City of Temecula at a regular meeting thereof held on the 5th day of August, 2026, by the following vote:

AYES: 5 PLANNING COMMISSIONERS: Hagel, Matics, Solis, Turley-Trejo, Watson NOES: 0 PLANNING COMMISSIONERS: None
ABSTAIN: 0 PLANNING COMMISSIONERS: None
ABSENT: 0 PLANNING COMMISSIONERS: None
Ko�
Matt Peters
Secretary
M, PA

Notice of Public Hearing

THE CITY OF TEMECULA
41000 Main Street
Temecula, CA 92590
A PUBLIC HEARING has been scheduled before the CITY COUNCIL to consider the matter(s) described below.

Case No.: Long Range Project No. LR24-0417
Applicant: City of Temecula
Location: Citywide
Proposal: 1) Adopt an ordinance of the City Council of the City of Temecula amending Title 17 of the Temecula municipal code to implement an Alcohol Use Permit (AUP) and 2) adopt a resolution establishing a fee for the AUP application.

Environmental Action: In accordance with the California Environmental Quality Act ("CEQA"), staff has determined that the proposed ordinance is exempt from further environmental review and, if the ordinance is adopted, a Notice of Exemption will be adopted in compliance with CEQA (Section 15061(b)(3)). Staff has determined that the adoption of a resolution establishing a fee for an Alcohol Use Permit application is exempt from environmental review pursuant to CEQA Guidelines Section 15378(b)(4) which exempts from CEQA the creation of government funding mechanism.

PLACE OF HEARING: 41000 Main St., Temecula, CA 92590, City of Temecula, Council Chambers
DATE OF HEARING: September 8, 2026
TIME OF HEARING: 3:00 PM
On August 5, 2026, the Planning Commission considered the proposed ordinance and unanimously adopted PC Resolution No. 2026-14 recommending that the City Council adopt the proposed ordinance.

The City will make available to the public, at least ten (10) days prior to the public hearing, data regarding the method of calculating the fee for the Alcohol Use Permit. In addition, the City shall mail notice at least fourteen (14) days prior to this meeting to all interested parties that have requested notice of new fees. This data will be posted on the City's website (Temeculaca.gov) not less than ten (10 days) prior to the public hearing.

Any person may submit written comments to the City Council before the hearing or may appear and be heard in support of or opposition to the approval of the project at the time of hearing.

Any petition forjudicial review of a decision of the City Council shall be filed within the time required by, and controlled by, Sections 1094.5 and 1094.6 of the California Code of Civil Procedure. In any such action or proceeding seeking judicial review of, which attacks or seeks to set aside, or void any decision of the City Council, shall be limited to those issues raised at the hearing or in written 243

correspondence delivered to the City Clerk at, or prior to, the public hearing described in this notice.

The proposed draft ordinance may be viewed at the public information counter, Temecula Civic Center, Community Services Department, 41000 Main Street, Mondaythrough Fridayfrom 8:00 a.m. until 5:00 p.m. Questions concerning the project(s) may be addressed to Mark Collins, City of Temecula Community Development Department, (951) 506-5172. 244

City of Temecula
Community Development
41000 Main Street • Temecula, CA 92590
Phone (951) 694-6400 • Fax (951) 694-6477 • TemeculaCA.gov

VIA -ELECTRONIC SUBMITTAL
CEQAProces sing_gasrclkrec. com
September 9, 2026
Supervising Legal Certification Clerk
County of Riverside
P.O. Box 751
Riverside, CA 92501-0751
SUBJECT: Filing of a Notice of Exemption for Long Range Application No. LR24-0417, Alcohol Use Permit (AUP) Ordinance and Fee Resolution
Dear Sir/Madam:

Enclosed is the Notice of Exemption for the above referenced project. In addition, pursuant to Assembly Bill 3158 (Chapter 1706) please find a receipt in the amount of $50.00, for the County Administrative fee to enable the City to file the Notice of Exemption required under Public Resources Code Section 21152 and 14 California Code Regulations 1507. The City of Temecula is paying the $50.00 filing fee under protest. It is the opinion of the City that the administrative fee has been increased in a manner inconsistent with the provisions of State Law.

Under Public Resources Code Section 21152 and 14 California Code Regulations 1507, the County is entitled to receive a $25.00 filing fee.

Also, please email a stamped copy of the Notice of Exemption within five working days after the 30-day posting to the email listed below.

If you have any questions regarding this matter, please contact Mark Collins at email mark. collinskTemeculaCA. gov.

Sincerely,
Matt Peters
Director of Community Development
Attachments: Project Notice of Exemption Form
245

City of Temecula
Community Development
Planning Division
Notice of Exemption
TO: County Clerk and Recorders Office FROM: Planning Division County of Riverside City of Temecula
P.O. Box 751 41000 Main Street
Riverside, CA 92501-0751 Temecula, CA 92590
Project Title: Long Range Application No. LR24-0417, Alcohol Use Permit (AUP) Ordinance Description of Project: An Ordinance of the City Council of the City of Temecula amending Title 17 of the Temecula Municipal Code to implement an Alcohol Use Permit (AUP) and adopt a Resolution implementing a fee for such permit(s)
Project Location: Citywide
Applicant/Proponent: City of Temecula
The City Council approved the above -described project on September 8, 2026 and found that the project is exempt from the provisions of the California Environmental Quality Act, as amended.

Exempt Status: (check one)
❑ Ministerial (Section 21080(b)(1); Section 15268);
❑ Declared Emergency (Section 21080(b)(3); Section
15269(a));
❑ Emergency Project (Section 21080(b)(4); Section
15269(b)(c));
❑ Statutory Exemptions (Section Number: )
❑ Categorical Exemption; (Section Number)
® Other: Section 15061 (b)(3) & 15378(B)(4)
Statement of Reasons Supporting the Finding that the Project is Exempt:

In accordance with the California Environmental Quality Act ("CEQA'), staff has determined that the proposed ordinance is exempt from further environmental review and, if the ordinance is adopted, a Notice of Exemption will be adopted in compliance with CEQA (Section 15061(b)(3)). Staff has determined that the adoption of a resolution establishing a fee for an Alcohol Use Permit application is exempt from environmental review pursuant to CEQA Guidelines Section 15378(b)(4) which exempts from CEQA the creation of government funding mechanism. This action does not permit any physical changes to the environment and implements a new permitting mechanism and associated permit fee.

Contact Person/Title: Mark Collins/Senior Planner
Signature:

Matt Peters, Director of Community Development
Date received for filing at the County Clerk and Recorders Office:

Phone Number: (951) 506-5172
Date:
246

Item No. 15

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Matt Peters, Director of Community Development
DATE: September 8, 2026
SUBJECT: Receive and File General Plan Update and Provide General Direction Regarding the Same
PREPARED BY: Jennifer Williams, AICP, Planning Consultant RECOMMENDATION: That the City Council receive and file a status report on the General Plan Update and provide general direction regarding the same.

BACKGROUND: On May 27, 2025, the City Council awarded a contract to De Novo Planning Group for the preparation of a Comprehensive General Plan Update, Climate Action Plan, and Program Environmental Impact Report. The project officially kicked off on June 4, 2025.

Since project initiation, efforts have focused on evaluating existing conditions within the City and conducting outreach to identify community priorities. The City shared news and updates about the project through various ways, including mailers, social media, the City's website, a dedicated project website (TemeculaCA.gov/GeneralPlan), e-mail blasts, facility postings, Channel 3, and City Council/Commission announcements. In addition, notable community outreach and engagement efforts have included:

1. City-wide mailer sent to all business and residential addresses

2. Formation of, and seven meetings with, a General Plan Advisory Committee (GPAC)

3. Five visioning open house events

4. City-wide Vision and Values survey

5. Stakeholder interviews

6. Land Use Concepts public workshop

7. City-wide Land Use Concepts survey

8. Meetings with City Council and Planning Commission Ad Hoc Subcommittees

9. Pop up events at Michelle's Place Walk of Hope, The Last Jam, Art in the Park, and Rod Run
Based on the extensive input received from the community, the project team prepared a Draft Land Use Report which was presented to the General Plan Advisory Committee on April 9, 2026, the Planning Commission on May 20, 2026, and the City Council on May 26, 2026. The report was also shared with the public and a community -wide Land Use Concepts Survey was conducted. 247

Staff and the consultant team received feedback from the public, the GPAC, the Planning Commission, and the City Council and have since incorporated that feedback into the project. The consensus of both the Planning Commission and City Council was support for the land use concepts and parcel land use changes identified in the Land Use Report.

The purpose of this report is to provide a general update to inform the City Council on the project's status. Work continues, and additional opportunities for public involvement will be forthcoming, including additional meetings with the GPAC. Staff anticipates returning to the GPAC, Planning Commission, and City Council in November to provide an update on an anticipated Notice of Preparation of an Environmental Impact Report and public scoping meeting, which are critical components of the environmental review process.

No action or direction is being asked of the City Council at this time. Staff also presented an update to the Planning Commission on September 2, 2026 and will provide an update to the General Plan Advisory Committee on September 16, 2026.

FISCAL IMPACT: None
ATTACHMENTS: None
248

Item No. 16

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Peter Thorson, City Attorney
Randi Johl, Director of Legislative Affairs/City Clerk
DATE: September 8, 2026
SUBJECT: Receive Status Update on the City's Efforts to Oppose the San Diego Gas & Electric Golden Pacific Powerlink Project and Provide Information About City Impacts to San Diego Gas & Electric, California Independent System Operator and California Public Utility Commission
PREPARED BY: Peter Thorson, City Attorney
Randi Johl, Director of Legislative Affairs/City Clerk
RECOMMENDATION: That the City Council:

1. Receive a status update on the City's efforts to oppose the San Diego Gas & Electric Golden Pacific Powerlink Project ("Project") and provide information about City impacts to San Diego Gas & Electric (SDG&E), California Independent System Operator (CAISO), and California Public Utility Commission (CPUC); and

2. Approve public outreach as needed; and

3. Provide general direction to the staff regarding the Project.

BACKGROUND: The California Independent System Operator (CAISO) and San Diego Gas & Electric Company (SDG&E) have proposed the Golden Pacific Powerlink Project, which includes construction of a new 500-kilovolt (W) extra -high -voltage transmission line and associated facilities. As currently proposed, the project would traverse the southern portion of the City of Temecula, including the Temecula Creek corridor, residential neighborhoods, schools, parks, businesses, agricultural lands, and Southern California Wine Country.

On May 26, 2026, the City Council held a publicly noticed meeting during which representatives from CAISO and SDG&E presented information regarding the project and responded to questions from the City Council and members of the public. The meeting was attended by hundreds of residents, many of whom expressed significant concerns regarding the proposed alignment.

Following public testimony, the City Council unanimously expressed its opposition to the project as currently routed through Temecula.

On June 4, 2026, the City submitted a detailed comment letter to SDG&E and CAISO outlining the City's concerns and requesting that those issues be fully evaluated during the environmental review process required under the California Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA).
249

On July 14, 2026, the City Council unanimously adopted a resolution of opposition formalizing the City's position and establishing legislative findings supporting its continued participation in the environmental and regulatory review processes. The resolution did not oppose electrical reliability improvements or modernization of California's electric grid. Rather, it expressed the City's opposition to the currently proposed alignment through Temecula and urged responsible agencies to evaluate feasible alternatives that avoid or substantially reduce impacts to established communities and sensitive environmental resources. The legislative findings contained in the resolution identified numerous concerns associated with the proposed alignment, including:

Potential impacts to public health, safety, and emergency response; Increased wildfire risks within the Temecula Creek corridor; Impacts to scenic resources, community character, and Southern California Wine Country; Potential effects on tourism, agriculture, and local businesses; Potential impacts to biological resources and wildlife corridors; Concerns regarding tribal cultural resources;
Potential reductions in residential and commercial property values; Lack of meaningful public participation during the early planning stages; and The need for a comprehensive analysis of feasible alternatives as required by CEQA and NEPA.

The resolution further authorized the City Manager, City Attorney, and appropriate staff to continue participating in environmental review, retain technical and legal experts as necessary, coordinate with public agencies and tribal governments, and undertake other lawful actions to protect the City's interests throughout the regulatory process.

Today, the City Council will receive an update on the above -referenced efforts to oppose the Project. It is also recommended that the City Council approve related public engagement efforts and provide general direction as desired.

FISCAL IMPACT: There is no direct fiscal impact to receive a status update on efforts related to the Project. Should additional environmental review, regulatory proceedings, technical analyses, or legal representation become necessary, any future expenditures will be presented to the City Council for consideration through the City's normal budgetary and contract approval processes.

ATTACHMENTS: None
250

Item No. 17

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Erica Russo, Director of Community Services
DATE: September 8, 2026
SUBJECT: Receive Update and Provide Direction on City's Participation in 2026 Mi1Vet Military Care Package Campaign (At the Request of Mayor Alexander) PREPARED BY: Tracy Tomines, Community Services Supervisor II RECOMMENDATION: That the City Council receive update and provide direction on City's participation in 2026 Mi1Vet Military Care Package Campaign.

BACKGROUND: Mi1Vet is a nonprofit organization dedicated to providing essential support and resources to veterans, service members, and their families. One of its programs, the Military Care Package Program, provides deployed military personnel with snacks, toiletries, and letters of support from members of the community.

Last year, the Care Package Campaign was hosted as a friendly competition between the City of Temecula and City of Murrieta. There were a total of 80 collection sites throughout the City of Temecula, including six City facilities. Staff supported the campaign by providing boxes for each collection site, promoting on social media, and hosting a community packaging event at the Ronald J. Parks Community Recreation Center. This year, the challenge will expand across the region, with Mi1Vet encouraging all 18 member cities of the Western Riverside Council of Governments to participate. Businesses and organizations in each participating city will serve as donation sites, with collection boxes available for the public to contribute items for care packages that will be sent to deployed service members. The donation period will run from approximately October 17th — November 1 st, culminating in a community packaging event on November 14th at Temecula Valley High School.

The City of Temecula has been asked to participate in the campaign for the second consecutive year. By hosting a collection box at a City facility and members of the City Council encouraging residents to donate items for the military care packages, this will provide an opportunity to engage the community in supporting our active -duty military personnel and demonstrate appreciation for their service.
251

FISCAL IMPACT: Cost of participating in the 2026 Mi1Vet Military Care Package Campaign includes in -kind staff support of $1,625 for Special Events support of 20 hours and $431.86 for Temecula Valley High School custodial fees to be absorbed within the current Fiscal Year 2026-2027 Annual Operating Budget.

ATTACHMENTS: None
252

REQUESTS TO SPEAK

REQUEST TO SPEAK
,, CITY OF TEMECULA
Date: AA.° 2--S
Public Comment: Non-Agenda Item: Agenda Item: illItem Description or Item No. V Vv1lk v"t-e ON a Request to Speak forms for Public Comments or items listed on the Consent Calendar may be submitted to the City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council Business items on the Agenda, a Request to Speak form may be submitted to the City Clerk prior to the City Council addressing that item. Once the speaker is called to speak, please come forward to the podium and state your name for the record.
/� L /� /�//
Name: f—t'1" "`�` 0 V 1 v 1 11 Phone Number: "� �` Address: ✓� f vVl<L 9 L Email address:

If you are representing an organization or group, please give the name:

Please note that all information presented at a City Council meeting becomes public record.

All information provided is optional.

"e REQUEST TO SPEAK

CITY OF TEMECULA
t47,
1989
Date: 1' O a2
Public Comment: Non-Agenda Item: Agenda Item:

Item Description or Item No.

Request to Speak forms for Public Comments or items listed on the Consent Calendar may be submitted to the City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council Business items on the Agenda, a Request to Speak form may be submitted to the City Clerk prior to the City Council addressing that item. Once the speaker is called to speak, please come forward to the podium and state your name for the record. /

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Address: T •61 q -771
Email address: C I 1 tprtkiL4 tA_ O ) 171 JG1 [ C�� If you are representing an organization or group, please give the name:

Please note that all information presented at a City Council meeting becomes public record.

All information provided is optional.

REQUEST TO SPEAK

CITY OF TEMECULA
i )
,9H9 .Z
Date:

Public Comment. Non-Agenda Item: �� Agenda Item:

Item Description or Item No. (6%M I "+ � P aCe- Request to Speak forms for Public Comments or items listed on the Consent Calendar may be submitted to the City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council Business items on the Agenda, a Request to Speak form may be submitted to the City Clerk prior to the City Council addressing that item. Once the speaker is called to speak, please come forward to the podium and state your name for the record.

Name: \tc 'lY� Phone Number: �,

Address: 111ILI-
Email address: c em1()V Itccrta -0�Q
If you are representing an organization or group, please give the name:
cr-\\c.,`niz.\1JA V\A<Q.. u(Q a/ -Sb c Q. G r Please note that all information presented at a City Council meeting becomes public record.

All information provided is optional.

REQUEST TO SPEAK

CITY OF TEMECULA
ausy
Date:

Public Comment: Non-Agenda Item: Agenda Item:

Item Description or Item No. f 4'd Z
Request to Speak forms for Public Comments or items listed on the Consent Calendar may be submitted to the City Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council Business items on the Agenda, a Request to Speak form may be submitted to the City Clerk prior to the City Council addressing that item. Once the speaker is called to speak, please come forward to the podium and state your name for the record.
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Name: �jw`L �/✓Y1/Gf/1/��/ � Phone Number:

Address: /
Email address:

If you are representing an organization or group, please give the name:

Please note that all information presented at a City Council meeting becomes public record.

All information provided is optional.