AGENDA
Regular Meeting
September 15, 2026
5:30PM
Dial in Number: 712-432-3900 - Conference id: 419973 #
If you are unable to attend in person, join the meeting by dialing the number listed above and entering the Conference ID No.
1. Call to order the regular meeting of September 15, 2026.
2. Pledge of Allegiance
3. Approval of September 1, 2026, regular meeting minutes. Discussion/Action.
4. Approval of September 1, 2026, special meeting minutes. Discussion/Action.
5. Approval of the payments of bills. Discussion/Action.
6. Comments from the public.
This is the time set aside for citizens to address the Council on matters not on the agenda. Comments should be limited to matters within the jurisdiction of the Council. If your comment concerns an item on the agenda, please address the Council after that item is open for public comment. By law, the Council cannot discuss or act on matters that are not on the agenda. The mayor reserves the right to limit the duration of each speaker to three (3) minutes. Speakers may not give their time to others.
7. Approval of Resolution No. 26-20 for a State Water Resources Control Board grant to submit a construction application and designate authorization for upgrading the water system with Water Storage Tanks, Tulelake Waterline Replacement, Meter Replacement and Backflow Prevention for the City of Tulelake. Discussion/Action. (Chief Resilience Officer)
8. Review and approval of Lead Applicant Commitment letter for the Community Resilience Center Implementation Grant for the Tulelake Cultural Visitor Center.
Discussion/Action. (Chief Resilience Officer)
9. Review of quotes and possible approval of a quote for fixing City Hall generator.
Discussion/Action. (Chief Resilience Officer)
10. Requesting to amend the General Fund Tulelake Police Department and the COPS Grant budgets due to general fund budget deficit. Discussion/Action. (City Hall Administrator/ Chief of Police
11. Department Head updates. Discussion/Action.
a. Chief of Police, Tom Hoy
b. City Hall Administrator, Aissa Martinez
c. Director of Public Works, Jose Perez
COMMENTS FROM ADMIN AND STAFF:
12. Comments from Library Branch Manager (Kailee Wood)
13. Comments from City Treasurer (Sara Luscombe)
14. Comments from City Clerk (Anna Perez)
17. Comments from Council Member Margie Cordonier
18. Comments from Council Member Patty Taylor
19. Comments from Mayor Pro Tem Penny Velador
20. Comments from Council Member Teresa Williams
21. Comments from Mayor Tom Cordonier
22. Adjournment
Meetings are held in the Council Chambers at City Hall located at 591 Main Street, Tulelake, CA 96134.
Parties with a disability as provided by the American Disabilities Act who require special accommodations or aids to participate in a public hearing should make the request to City Hall Staff at least 48 hours prior to the meeting.
The City Attorney, Margaret Long, may appear by telephone from 2240 Court Street, Redding, CA 96001 (530) 691-0800.
MINUTES
Regular Meeting
TULELAKE CITY COUNCIL
September 1, 2026 - 5:30PM
Mayor Tom Cordonier called the meeting to order at 5:52PM. Mayor Pro Tem, Penny Velador and Council Members, Margie Cordonier, Patty Taylor and Teresa Williams were present. Also in attendance were Chief Resilience Officer, Jenny Coelho; Director of Public Works, Jose Perez; City Hall Administrator, Aissa Martinez; City Clerk, Anna Perez and Chief of Police, Tom Hoy.
APPROVAL OF AUGUST 18, 2026, REGULAR MEETING MINUTES
Mayor Pro Tem Velador made a motion for the approval of August 18, 2026, regular meeting minutes. Council Member Cordonier seconded the motion. All votes were aye. Motion carried. (Motion 26-137)
APPROVAL OF THE PAYMENT OF BILLS
Mayor Cordonier asked City staff if they had received the receipts needed to pay the credit card bills. Council Member Cordonier asked Director of Public Works, Jose, if he had received the flu shot. Jose replied that it wasn't a flu shot it was a hep b shot. Mayor Cordonier made a motion to approve paying the bills as presented. Mayor Pro Tem Velador seconded the motion. All votes were aye. Motion carried. (Motion 26-138)
COMMENTS FROM THE PUBLIC
The owner of Jock's Supermarket, Anup mentioned that his main reason for attending the meeting was to learn what he should be prepared for and what needs to be ready for fair time, as he is new to the community. The group discussed having cold water and ice cream available for the parade.
APPROVAL OF RESOLUTION 26-17 OF THE CITY COUNCIL OF THE CITY OF TULELAKE, CALIFORNIA, APPROVING
THE APPLICATION FOR GRANT FUNDS UNDER THE CALIFORNIA STRATEGIC GROWTH COUNCIL COMMUNITY
RESILIENCE CENTERS PROGRAM IMPLEMENTATION GRANT
Chief Resilience Officer Jenny Coelho mentioned that she needed authorization to apply for the grant, which is due September 25. Mayor Cordonier made a motion to approve Resolution 26-17 of the City Council of the City of Tulelake, California, approving the application for grant funds under the California Strategic Growth Council Community Resilience Centers Program Implementation Grant. Council Member Cordonier seconded the motion.
All votes were aye. Motion carried. (Motion 26-139)
APPROVAL OF RESOLUTION 26-18 OF THE CITY COUNCIL OF THE CITY OF TULELAKE AB2788 MAINTENANCE OF
EFFORT REQUIERMENTS PUBLIC SAFETY
City Hall Administrator, Aissa Martinez mentioned that this resolution concerns our public safety funding. Mayor Cordonier made a motion to approve Resolution 26-18 of the City Council of the City of Tulelake AB2788 Maintenance of Effort Requirements Public Safety. Council Member Taylor seconded the motion. All votes were aye. Motion carried. (Motion 26-140)
APPROVAL OF HAVING ANNA PEREZ AS THE ALTERNATE FOR SCORE City Hall Administrator, Aissa Martinez mentioned that she is currently listed as an alternate, but she feels that her baby is too little for her to be leaving her. She would like to add the City Administrative Clerk Anna as an alternative for now. Mayor Pro Tem made a motion to approve of having Anna as the alternative for SCORE.
REVIEW AND APPROVAL OF BASIN GLASS AND QUALITY ELECTRIC QUOTES FOR INSTALLING HANDY-CAP ACCESS UNITS ON CITY HALL FRONT DOORS. FUNDING TO COME FROM SCORE LOSS CONTROL GRANT Chief Resilience Officer Jenny mentioned that after three years, the remaining funds could be used for automatic door openers to improve accessibility for people with disabilities. There was originally $8,580.00 available, with approximately $5,000 remaining in the Loss Control Grant. The remaining funds could also potentially be used for new flooring in the Chambers. Mayor Cordonier made the motion to approve Basin Glass and Quality Electric quotes for installing handy-cap access units on City Hall front doors. Funding to come from SCORE Loss Control Grant. Also, nothing to be done until we have the money and adjust the budget. Council Member Taylor seconded the motion. All votes were aye. Motion carried. (Motion 26-142) APPROVAL OF RESOLUTION 26-19 OF THE CITY COUNCIL OF THE CITY OF TULELAKE AUTHORIZING THE MAYOR
AS THE APPROVED SIGNER FOR COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAMS AND
APPROVING THE SUBORDINATION OF THE PROGRAM LOANS TO A SECOND DEED OF TRUST Chief Resilience Officer Jenny mentioned that 6 years ago CDBG changed the way the City does loans. Mayor Cordonier moved to approve Resolution No. 2026-19, authorizing the Mayor as the approved signatory for the CDBG Home Assistant and Economic Development Loan programs, and explicitly approving the placement of said program loans into a second deed of trust junior primary financing. The motion was seconded by Council Member Taylor. All votes were aye. Motion carried. (Motion 26-143) Minutes of September 1, 2026
EXTENSION TIME REQUEST FOR THE SMALL COMMUNITIES DROUGHT RELIEF GRANT PROGRAM Chief Resilience Officer, Jenny, mentioned that Sandy informed her and Director of Public Works Jose that they will not be able to obtain the electrical part they need until October. This delay is the reason they are requesting an extension, so it will not affect the grant. Council Member Cordonier made a motion to get an extension time request for the Small Communities Drought Relief Grant Program. Mayor Cordonier seconded the motion. All votes were aye. Motion carried. (Motion 26-144)
Chief of Police: Tom Hoy mentioned that he will be getting sworn in by the City of Bonanza. He needs to be sworn in first before he can complete his Oregon certification. Once he is sworn in, he will be able to take the required online class to obtain his certification.
City Hall Administrator: Aissa Martinez mentioned that Art won't be around for the fair, so they will need to find another driver for the parade.
Director of Public Works: Jose Perez reported that his staff started working on Main Street today. He also mentioned that there were a couple of concerns regarding kids riding electric scooters.
Mayor Cordonier made a motion to adjourn the meeting at 7:30PM. Council Member Williams seconded the motion. All votes were aye. Motion carried. (Motion 26-145) Tom Cordonier, Mayor
Attest:
Anna Perez, City Clerk
Minutes of September 1, 2026
MINUTES
Special Meeting
TULELAKE CITY COUNCIL
September 1, 2026 - 4:30PM
Mayor Tom Cordonier called the meeting to order at 4:31PM. Mayor Pro Tem, Penny Velador and Council Members, Margie Cordonier, Patricia Taylor and Teresa Williams were present. Also in attendance were Director of Public Works, Jose Perez; City Hall Administrator, Aissa Martinez; City Clerk, Anna Perez; City Treasurer, Sara Luscombe; City Auditor, Charles Pillon; Finance Director, Whitney Cantrell; and Chief Resilience Officer, Jenny Coelho. Library Branch Manager, Kailee Wood was present via phone.
Mayor Cordonier amended the agenda to add discussion about the City budget.
COMMENTS FROM THE PUBLIC
No comments from the public.
APPROVAL OF FY 24-25 FINAL AUDIT
City Auditor, Charles Pillon stated that he had sent a letter to management and the City Council regarding the audit findings. He explained that sick pay should also be accrued and included in the audit to provide greater transparency. Charles recommended completing the necessary budget amendment and submitting all required receipts. He also instructed City staff not to pay credit card bills when the corresponding receipts have not been submitted. Mayor Cordonier made a motion to accept the 24-25 Final Audit. Mayor Pro Tem seconded the motion. 4 votes were aye, one absent. Motion Carried. (Motion 26-135)
DISCUSSION ABOUT THE CITY BUDGET
Mayor Cordonier asked what can be done about the budget. It was mentioned that General Fund needs big changes. Council Member Taylor mentioned cutting Library Hours. It was also mentioned to reduce the Police Department. Discussion only.
ADJOURNMENT
Mayor Cordonier made a motion to adjourn the meeting at 5:46PM. Mayor Pro Tem Velador seconded the motion. All votes were aye. Motion carried. (Motion 26-136) Tom Cordonier, Mayor
Attest:
Anna Perez, City Clerk
Minutes of September 1, 2026
City of Tulelake
Posted General Ledger Transactions - City Council Bills to Approve Bills Submitted for Approval on 09-15-2026 - API26038 for Weeks 09-01-2026 thru 09-15-2026 Document
Name Document Number Amount Document Description Fund Code ADKINS ENGINEERING AND 62774 6,108.75 SCDRG Well Rehab & Emergency Water 02 SURVEYING. INC. SuDDlY TO#10
ADKINS ENGINEERING AND 62775 12,000.00 Wastewater Improvements TO#15 03 SURVEYING, INC.
ADKINS ENGINEERING AND 62794 19,000.00 Wastewater Improvements TO#15 03 SURVEYING, INC.
CAL-ORE TELEPHONE CO. 0324003564 09/26 1,114.61 CH, PW, PD & 02- Phone & WiFi 01 CITY OF WEED COF 08/24/2026 17.15 Mailed plans 01
ED STAUB & SONS PETROLEUM, 14635982 100.00 Tank Rent
INC
ED STAUB & SONS PETROLEUM, 525866 791.96 PD- Fuel 05
INC
ED STAUB & SONS PETROLEUM, 525875 1,108.73 PW, Garbage & Parks- Fuel 01 INC
Iternal Networks 17226 404.00 Remote Support 01
JUNIPER PAPER & SUPPLY INVJPR8246908 176.18 Operating Supplies 01 LANGAN ENGINEERING AND 1810#90110683 11,255.00 Reuse Planning 01 ENVIRONMENTAL SERVICES. INC.
LANGAN ENGINEERING AND 1810#90111793 2,800.00 Surveying July 25- August 21, 2026 01 ENVIRONMENTAL SERVICES, INC.
LES SCHWAB 820001091163 30.24 Flat tire repair 01
PRENTICE LONG, PC 9094 828.00 Legal Fees 01
SISKIYOU COUNTY GENERAL 001478 894.40 Gate Fees 04
SERVICES
SISKIYOU COUNTY GENERAL 001510 1,007.92 Gate Fees 04
SERVICES
SISKIYOU COUNTY GENERAL 001547 872.04 Gate Fees 04
SERVICES
SISKIYOU COUNTY GENERAL 001580 1,011.36 Gate Fees 04
SERVICES
SISKIYOU COUNTY GENERAL 001607 1,032.00 Gate Fees 04
SERVICES
SISKIYOU COUNTY GENERAL 1489 20.00 Gate Fees 04
SERVICES
SPRING STREET ANALYTICAL LLC 4453 130.00 Colilert - California 02 STACY & DENNIS 26CW-3346 130.00 Pro Remote Access- 1Year 01 STACY & DENNIS 26CW-3347 300.00 Web hosting 1 year 01
STACY & DENNIS 26CW-3397 907.50 Server setup 02
STATELINE AUTO PARTS SUPPLY, 648766 44.98 Operating Supplies 05 STATELINE AUTO PARTS SUPPLY, 659388 21.43 Cleaner 05
SNATELINE AUTO PARTS SUPPLY, 659422 4.82 Maint. Lawnmower SNATELINE AUTO PARTS SUPPLY, 659425 32.14 Napa Quart 5W20 STATELINE AUTO PARTS SUPPLY, 660047 18.20 Maint. Equipment 205898822-18 214.26 Public Works & City Hall Cell Phone #2026-M152 3,542.50 Rate Study Services 02
Weist Law
Page: 1
City of Tulelake
Posted General Ledger Transactions - City Council Bills to Approve WOODHOUSE FARMING & SEED [S293238 30.00 Weights 04
GOOD HOUSE FARMING & SEED S29328 30.00 Weights 104
WOODHOUSE FARMING & SEED S29344 30.00 Weights 04
WOODHOUSE FARMING & SEED S29355 30.00 Weights 04
CO.
Total 66,038.17
Pay Dates: 09/11/2026
PAY PERIOD: 08/23/2026-09/05/2026 Fund Account Codes:
Police Department:
(4 Employees) $6,318.20 01- General Fund
Chief Resilience Officer (1
Employee) $2,312.57 02- Enterprise Fund - Water
Public Works:
(6 Employees) $7,537.42 03- Enterprise Fund - Sewer
City Hall: (6 Employees,
including Library & Custodial) $4,093.01 04- Enterprise Fund - Garbage Council & Elected Officials:
(7 persons) $0.00 05- Police Personnel (COPS Grant)
11- Gas Tax Fund (Streets)
Total Amount of Payroll DD's $20,261.20 13- Local Transportation (TDA) * Approval-Septerber 15,
2026: $86,299.37
Page: 2
Jenny Coelho
From: Dennis K Gordon <[email protected]>
Sent: Wednesday, September 9, 2026 10:16 AM
To: Jenny Coelho; Charlie Burton
Cc: Aissa Martinez; Chewy Perez
Subject: Peterson Power Systems - City Hall Machine Service and troubleshoot Attachments: Service Pricing City Hall Machine.pdf; PPS W9 2026.pdf; Peterson credit application.pdf; Color inspection report.pdf
Good morning,
First, I do want to point our that this machine was put into service in 1987. It is getting a bit long in the tooth. It is an Onan (Cummins product), so many parts should still be available.
Attached service proposal for your review and approval.
1. Annual service on machine - oil change, oil filter change, full inspection with reporting (static and while running). Wipe down engine and generator end.
2. Replace spark plugs on the engine.
3. Pull oil and coolant samples for analysis with reporting back to you. Predictive steps to see how the fluids are holding up. These can identify where corrosion inhibitors may be deteriorating or show wear in the engine bearings as examples of what these can tell us.
4. Replace battery - When I was in front of the machine in 2025 the battery was due for replacement. Would be good to have us bring a battery with the technician in case it is needed. If it is not needing to be replaced when the technician is there, he will notate that and the battery would not be replaced or that section of the proposal billed.
5. Troubleshoot the propane system for leaks. Technician to bring pipe sealant. Do note that any findings of fittings or equipment (regulators) needing replacement will need to be quoted for follow up repair.
6. 1 hour load bank test to put the machine under load and make sure it is performing as it should, including the fuel system (this will be needed with the fuel system being in question). With reporting back to you. Do note that if the fuel system is leaking that this would not be performed until the leaks are repaired.
7. Travel to and from the machine.
I would encourage your end make sure that the propane tank is filled prior to the technician arriving.
Attachments:
1. Service proposal
2. Peterson Credit Application - City does not have an active charge account with Peterson. There is no charge for applying for and opening a charge account with Peterson.
3. Peterson W-9
4. Sample of inspection report pages - not your machine To proceed forward, we would ask for
1. clarification of how the city would like to pay for services, account application back would get that progressing forward (we can take a credit card for payment at time of scheduling. Note that this would be authorized for the amount to cover the service proposal amount.)
2. A signed copy of the service proposal or a Purchase Order if required.
Thank you so much for the opportunity. Please let us know how to proceed. 1 Dennis
Dennis Gordon
Product Support Sales Representative
Peterson Power Systems, Inc.
Northern California
(530) 227 2923 - Cell Phone, Text Messages
(530) 768 2729 - Fax
www.petersonpowersystems.com
[email protected] -email
24 hour Emergency Number 866-796-5610
We Partner with our Customers to Build a Better Future
From: Jenny Coelho <[email protected]>
Sent: Tuesday, September 8, 2026 8:22 AM
To: Dennis K Gordon <[email protected]>; Charlie Burton <[email protected]> Cc: Aissa Martinez <Aissa. [email protected]> Subject: RE: City of Tulelake - Quotes needed
CAUTION: External Email
This message is from an external sender. Use caution when opening unexpected email messages. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Hi Dennis,
Please do give us a quote for the City Hall generator for service and possible parts for fixing it. I can take that to City Council to see if they will approve it. Hopefully, it won't be too extensive as we are on a tight budget this year. I talked with Chewy Perez, our Director of Public Works and the only thing that he might need for the wastewater and water generators is to check something on the electrical. It would be best to call him directly to see what he needs exactly. His number is 541-281-9150. Thanks so much! Jenny Coelho
Chief Resilience Officer
City of Tulelake
(530) 667-5522
Date: 9/9/2026
PETERSON CAT
Proposal# DKG260905N
Prevaling Wage Y/N Y
Customer Value Agreement (CVA)
Prepared for:
City of Tulelake
Acct # 1047390 Prepared By: Dennis Gordon
Name: Jose 'Chewy' Perez Title: Product Support Sales Representative Phone: 541 281 9150 Phone: 530 227 2923
[email protected]
E-mail: E-mail: [email protected]
Billing
Address: PO Box 847, Tulelake CA 96134
Peterson Power Systems, Inc. agrees to perform the services listed below for City of Tulelake
The agreement will be for a period of: One Year
Commencing on: Acceptance Date
These services will be performed on the units listed below at the stated price:
The units are located at: City Hall City of Tulelake
The services have been designed around the Manufacturer's Recommended Standards, will be performed on a flat fee basis and include labor, travel and service parts as indicated below. Taxes, if applicable, are not reflected, unless otherwise noted.
Following is a summary of charges for the agreement.
The services listed below include, but are not limited to, the following. For a complete listing of service options available through Peterson Power please see Attachment B.
An Inspection includes an individual inspection of each unit. The technician will verify the fluid levels (oil, coolant and fuel), service the batteries, ensure proper operation of battery charging system, perform an operational check of the engine and generator (as applicable), and provide a completed service report detailing the service and any potential problems that should be addressed.
An Annual Service includes a full inspection (see description above) of each unit and a full service which includes; the replacement of engine oil, oil filters and fuel filters. Air filters are replaced on an as needed basis for an additional charge.
Please contact your PSSR if you would like your air filters replaced.
Load Bank Testing is recommended annually for any generator that is not run "under load" (maintaining a load of at least 30% of its kilowatt (kW) rating) regularly, to ensure the proper operation of your generator. A Load Bank Test will include the connection of a portable resistive Load Bank. Load test duration is specified below in the pricing Spreadsheet.
Every three years, engine manufacturers recommend replacement of cooling system belts, cooling system hoses and coolant.
In addition, the (PM-3) includes upgrading block heater hoses to high temperature silicone hoses. Block heater isolation ball valves will be installed on any engine not already (if applicable) equipped. Engine thermostat and radiator cap are also replaced.
Batteries are recommended for replacement on a three year cycle and will be replaced with Maintenance Free batteries unless otherwise specified by the customer.
New Quote 1 of 11
CVA pricing Spreadsheet. Proposal # DKG260905N
CVA Year 1
Inspection Annual Service - Load Additional Additional Coolnat Customer Frequency X (Green Annual put Test Troublesh Battery Travel time Total Make Model Serial G in shaded Load Test Replacement Sampling and unit ID Cost Duration - from Redding Analysis
column) Hours ooting
GAS
Onan 60 City Hall 6000E-L/312715 J870936458 1,299 741 1.0 530 $ 345 $ 530 $ 3,471.00 Total Year 1 $ 3.471
New Quote 2 of 11
SUMMARY OF SERVICE PRICING FROM ABOVE GRIDS
Year 1 $3,471.00
Total $3,471.00
New Quote 3 of 11
Scope of work notes:
Work is priced to be performed during normal working hours, Mon - Fri 7:00am - 3:30pm Applicable environmental charges and consumable supplies are not included in above pricing Includes additional travel to Tulelake
Includes replacing spark plugs on the City Hall machine Battery replacement priced on machine - City Hall-more than 3 years old in 2025 - if battery is newer than 3 years of age this part of the service proposal will not be performed or charged.
Load test for 1 hour to put the machine through its paces and make sure gas is flowing and equipment is functioning as it should.
Technician to take materials to be able to reseal gas pipes if needed. Any fittings or parts needing replacement will need to be quoted as follow up repairs.
Notes and/or Exclusions:
Only services priced in above grid are to be performed
Any fuel consumed is the responsibility of the customer Any additional work requested by the customer at time of service will be billed at time and material rates Rental machine to cover customer's machine during service is not included in above pricing unless otherwise specified Results of services will be forwarded to you in a detailed report listing any components and/or areas requiring further attention for repair.
Customer Signature Date Purchase Order
THANK YOU FOR THE OPPORTUNITY TO SERVE ALL OF YOUR POWER NEEDS New Quote 4 of 11
The pricing in this proposal is valid for 90 days from the date above. The Purchaser identified above accepts and agrees, upon the signing of this proposal, to purchase and pay for the products and labor furnished by Peterson Power Systems, Inc., specifically for the above-identified equipment in this proposal. Services are quoted to be performed during normal working hours. Peterson Power Systems, Inc. will bill upon completion of the service. Any repair work required over and above the quoted service will be performed on a time-and-material basis, subject to the customer's written authorization. Warranty and Customer Registry coverage on Caterpillar parts, where applicable, will apply as a credit to the customer. The Purchaser will be charged for travel time and mileage associated with any service cancelled on the same date it was scheduled. For further terms and conditions please see Peterson Power Systems, Inc. Customer Value Agreement Terms and Conditions please see Attachment A..
New Quote 5 of 11
PETERSON POWER SYSTEMS, INC. CUSTOMER VALUE AGREEMENT TERMS AND CONDITIONS
1. Terms and Conditions. These Terms and Conditions ("Terms") govern the purchase of the goods (including, but not limited to, new and used equipment, trucks, attachments, components, technology and parts (collectively, "Goods) and services ("Services") from Peterson Power Systems, Inc., a California corporation ("Company") by the individual or entity identified on the Customer Value agreement on the reverse side hereof as Customer (the "Customer"), together with any Change Orders, exhibits, schedules, attachments and appendices making up a part of such Customer Value agreement (collectively, the "CVA"). Company and Customer are sometimes referred to herein individually as a "Party" and collectively as the "Parties". Unless otherwise agreed to in a writing signed by an authorized signatory of Company, Company hereby expressly rejects the terms of any purchase order or any other document submitted by Customer to Company, unless such purchase order or document is signed by Company's authorized representative.
The placing of an order with Company or the receipt or acceptance of Services by Customer constitutes Customer's acceptance of these Terms as set forth herein. For purposes of the CVA, the term "authorized signatory of Company" means any one of the corporate or executive officers of the Company (i.e., CEO, President, Vice President, Secretary, CFO, or Treasurer) or Branch Manager.
2. Term and Termination. The CVA shall commence as of the date of the last signature on the reverse side hereof and shall continue until the delivery of the Goods and/or completion of the Services, as applicable, unless sooner terminated in accordance with these Terms. Company may terminate this CVA upon written notice if Customer (a) fails to pay any amount due under this CVA when due, in which event this CVA will terminate upon the termination date set forth in such letter or if no such date is included, then three (3) business days of delivery by Company of such notice; (b) becomes insolvent, enters into voluntary or involuntary bankruptcy, commences or has commenced against it proceedings relating to bankruptcy, receivership, reorganization or assignment for the benefit of creditors (or assigns its interest to a third party creditor), or ceases to conduct business, in which event this CVA will terminate immediately; or (c) otherwise breaches this CVA and such breach remains uncured (either as a result of the failure or refusal of Customer to cure such breach or because such breach is incapable of cure) for thirty (30) days of delivery of such notice. Additionally, Company may terminate this CVA at any time upon sixty (60) days written notice to Customer. Customer may terminate this CVA upon written notice if Company materially breaches any provision of the CVA and such breach remains uncured through no fault of Customer, within sixty (60) days of written notice by Customer to Company. In the event of termination of this CVA, Customer will remain obligated for payment for any Goods delivered and any Services performed by Company prior to the effective date of termination and for any cancellations charges for work in progress as of and prior to such effective date of termination.
3. Order and Delivery of Goods or Performance of Services. All orders for Goods and Services are subject to credit approval, which is subject to final acceptance by Company in its sole discretion. Customer shall have no right to cancel orders for Goods once a purchase order is issued to Company; provided, however, some parts may be returnable to Company in accordance with Company's then current parts return policy. Company will exercise commercially reasonable efforts to meet any performance dates set forth in the CVA, which such dates are estimates only. Company will have no liability for any loss associated with the delay in the delivery of Goods or performance of Services under the CVA. Additionally, Company will not be deemed in breach of its obligations under this CVA or otherwise liable for any costs, charges, losses sustained or incurred by Customer for any delay in the delivery or Goods or performance of Services arising out of, caused by or in any way related or connected with any circumstances beyond its reasonable control, including, but not limited to delays caused by acts or omissions to acts by Customer or its Agents, acts of God, acts of war or terrorism, fire or other casualty, storms or adverse weather, strikes, labor shortages or disturbances, shortages of materials, manufacturer delays, theft or vandalism, transport and handling accidents, or revisions to laws, regulations or governmental requirements. As used herein, the term "Agents" means principals, employees, contractors, subcontractors, consultants, agents, representatives and any persons within the direction or control of Customer or acting on behalf of or for the benefit of Customer in connection with the Goods and Services hereunder.
Customer understands and acknowledges that the CVA or Proposal made by Company to Customer has been made by Company in reliance on representations made by Customer regarding, among other things, the cleanliness, functionality, operational status, condition, prior use, contents and nature of the equipment or machinery that will be subject to the Services. Should any of the representations on which Company relied in preparing the Services be for any reason false or incomplete, or if Company shall reasonably determine in the course of performing the Services that additional repair, maintenance or improvement services are necessary to satisfy its obligations hereunder, Company will promptly provide to Customer an estimated cost of the additional work necessary to satisfy its obligations hereunder ("Additional Work"). If Customer either declines or fails to agree to modify the Proposal and scope of Services to include the Additional Work within thirty (30) days, Company will be entitled to terminate without penalty this CVA in accordance with these Terms. Additional Work approved or accepted by Customer shall be deemed part of the Services hereunder and subject to these Terms (except as otherwise provided in such Additional Work - i.e., estimated costs). Company reserves the right to charge for any cancellation by Customer of any scheduled Services. Customer will pay for any partially completed work based on time and materials at Company's prevailing rates. Additional handling and storage fees may apply to partially completed work.
4. Customer's Obligations. Customer shall comply with Applicable Law in connection with its use, handling, maintenance, storage and operation of the machinery and equipment and shall cause its Agents (defined below) to comply with all such Applicable Law. As used herein "Applicable Law" means all applicable federal, state and local laws pertaining to its covenants and obligations under the CVA and its performance of the same, together with these Terms and all rules, regulations, standards, procedures and protocols pertaining or related to the machinery or equipment subject to the CVA, as stated or endorsed by Company or the manufacturer of such machinery or equipment. Customer shall cooperate with Company in all matters relating to the Goods and Services described subject to the CVA and to the extent Services are required, will make available to Company the machinery or equipment on which the Services are to be performed or provide such access to Customer's premises and facilities as may reasonably be requested by Company for the purposes of performing such Services. Customer shall provide directions, information, approvals, authorizations, decisions or materials that are reasonably necessary for Company to perform the Services. Customer shall maintain the premises on and around which the Services will be performed in a reasonably safe condition and shall notify Company in advance of any hazards, dangerous conditions and defects that cannot be abated. Customer warrants that the invoiced Goods or Services will be used for business or agricultural purposes and not for personal, family or household purposes. The representations and warranties of Customer under this CVA shall survive any expiration or termination of this CVA.
5. Pricing. Unless otherwise set forth in the CVA or a written proposal issued by Company (Proposal"), the price for Goods shall be Company's list price for such Goods on the date such Goods are delivered to Customer. Unless otherwise set forth on a Proposal, the labor rates for Services shall be Company's standard labor rates for the applicable type of Service (including, but not limited to, field rates, shop rates, specialty rates or other rates, as applicable) in effect at the time the Services are performed. Unless expressly provided for on a Proposal, pricing and labor rates for future orders is subject to change without notice. Pricing and risk of loss for purchased Goods is FOB Company's site, unless purchased Goods are shipped to Customer directly from the manufacturer, in which case pricing and risk of loss is FOB factory. Any claims for shortages, damages, or delays must be made by Customer direct to the carrier.
6. Taxes. Customer will promptly pay to Company any taxes that Company is required to collect with respect to the purchase of Goods and Services or any amounts payable by Customer under the CVA, including, but not limited to, value added, personal property, sales, use, excise and similar taxes, duties and charges of any kind imposed by any federal, state or local governmental entity (collectively, "Taxes"). For any Taxes from which Customer claims exemption, Customer shall provide Company with properly completed exemption certificates and any documentation needed to validate the exemption. If Customer fails to provide an appropriate exemption certificate and supporting documentation, as determined by Company, Customer will remain liable for all such Taxes and will indemnify Company for any liability related to the same.
7. Change Orders. Subject to Section 3, above, if either Party wishes to change the scope or performance of the Services, it shall submit details of the requested change to the other Party in writing. Company shall, within a reasonable time after such request, provide a written proposal to Customer of (i) the likely time required to implement the change and ii) any necessary variations to the fees and other charges for the Services arising from the change. Within thirty (30) days after receipt of the written estimate, the Parties shall negotiate and agree in writing on the terms of such change (a "Change Order"). Neither Party shall be bound by any Change Order unless mutually agreed upon in writing. Notwithstanding the above, Company may from time to time change the Services without the consent of Customer provided that such changes do not materially affect the nature or scope of the Services, or the fees or any performance dates set forth in the CVA or relevant Proposal or Change Order.
8. Payment. For Customers with an open credit account with Company, machine sales payments are due Net 10, and all other payments are due Net 30. For Customers who do not have an open credit account with Company, payment is due upon delivery of Goods or completion of Services.
Company may, in its sole discretion, at any time: (a) revoke credit; (b) modify terms and conditions of credit; (c) require payment in advance; and/or (d) withhold Goods, completed Services or scheduled Services until receipt of full payment then owing by Customer to Company. If Customer fails to pay for Goods and Services as and when due, Customer shall pay a late charge of 1.5% of the invoice balance each month until charges are paid in full, and Customer shall pay Company all reasonable attorneys' fees and collection costs incurred by Company.
In addition to any other right of set-off or recoupment Company has under applicable law, Customer agrees that, with respect to any amounts due from Customer or Customer's affiliates to Company or Company's affiliates, Company and its affiliates may set-off such amounts against any amounts owing to Customer or Customer's affiliates. If Customer requests customization of machinery or equipment, Customer agrees to pay all parts and labor costs Company incurs in customizing the machinery or equipment, regardless of whether or not Customer completes the purchase of the customized machinery or equipment. Customer, at its sole expense, must pick up its machinery or equipment from Company's facility within two (2) business days after notification from Company of completion of Services. If Customer's equipment is not picked up within two (2) business days after such notification, Customer will be liable for storage charges of $50.00 per day from the date of completion of Services until Customer's equipment is picked up.
9. Late Payments. Any amounts not paid by Customer when and as due will bear interest at the lesser of the rate of 1.5% per month (18% per annum) and the highest rate permitted under applicable law, calculated daily and compounded monthly, from the date such payment was due until the date paid in full. In addition to all other remedies available under this CVA or at law (which Company does not waive by the exercise of any rights hereunder), Company will be entitled to suspend the provision of any Services if the Customer fails to pay any amounts when due hereunder.
10. Invoice; Fees and Expenses. Customer will (i) reimburse Company for all reasonable costs and expenses (including, but not limited to, Company's collection costs and reasonable attorneys' fees) incurred in connection with the Services or in collecting any late payments and iii) pay all other amounts due under this CVA, in each case within thirty (30) days of receipt by the Customer of an invoice from Company. Failure to notify Company in writing of any dispute regarding an invoice within sixty (60) days of receipt thereof waives Customer's right to dispute such invoice.
Customer's obligation to pay amounts invoiced is and will be absolute and unconditional and shall not be subject to any delay, reduction, set-off, defense or counter-claim.
11. Warranties. All warranties described herein, including any Extended Protection Plan that may be purchased by Customer are subject the provisions of Section 11(d) and Section 12.
(a) Goods. For new Goods purchased by Customer from Company, Customer acknowledges that (i) Company is not the manufacturer of the Goods; (ii) Company will pass through to Customer the manufacturer's warranty to the extent permitted by the terms of such warranty; and (iii) any manufacturer's warranty is and will be subject to all terms, conditions and exclusions contained in these Terms. Notwithstanding anything contained to the contrary in this CVA, including this Section 11(a), Company makes no representation or warranty as to the Goods or any manufacturer's warranty of or for such Goods.
(b) Services. For Services purchased by Customer from Company, Company warrants that its Services will be performed and completed in a professional and workmanlike manner in accordance with generally recognized industry standards for similar services, with such service warranty extending for a period of time expressly set forth in the service warranty (as the same may be extended by an applicable Extended Protection Plan), commencing from completion of the original Services. For example, if the service warranty is for a period of six months from completion of the original services, then if Company performs a repair pursuant to its service warranty, the warranty period remains six months from completion of the original Services; the six month service warranty period does not start over with the repair. If replacement parts used by Company in connection with the provision of Services include a manufacturer's warranty, Company will pass such warranty through to Customer to the extent permitted by the terms of the manufacturer's warranty. Company's service warranty will be voided in the event of any of the following: misuse or abuse of Goods by Customer, subsequent repairs performed by Customer or vendors other than Company, use beyond ordinary wear and tear, failure to maintain and operate Goods in accordance with the maintenance and operations manual of the manufacturer (including, but not limited to, use of fluids that do not meet the manufacturer's standards or failure to maintain fluid levels recommended by the manufacturer) or damage due to theft, vandalism or casualty. In the event of a conflict between the terms and conditions set forth in any applicable service warranty and these Terms, the provisions of the applicable service warranty shall control.
(c) Extended Protection or Coverage. Customer acknowledges that Customer may have the option of purchasing an equipment protection plan or extended services coverage (each, an "Extended Protection Plan") and Customer agrees that if an Extended Protection Plan is available and purchased by Customer at the time of sale, the Extended Protection Plan will be subject to the terms, conditions and exclusions contained in such applicable Extended Protection Plan.
(d) Disclaimer of Warranties. EXCEPT AS MAY BE EXPRESSLY DESCRIBED ABOVE, COMPANY MAKES NO WARRANTY WHATSOEVER HEREUNDER. COMPANY DISCLAIMS ANY WARRANTY, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY (i) WARRANTY OF MERCHANTABILITY; (ii) WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE; (iii) WARRANTY OF TITLE; OR (iv) WARRANTY AGAINST
INFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS OF A THIRD PARTY, WHETHER EXPRESS OR IMPLIED BY LAW, COURSE OF DEALING, COURSE OF PERFORMANCE, USAGE OF TRADE OR OTHERWISE. COMPANY IS NEITHER A MANUFACTURER OF ANY PARTS USED IN THE SERVICES NOR AN AGENT THEREOF. ALTHOUGH COMPANY MAY ADMINISTER WARRANTIES ISSUED BY A MANUFACTURER, CUSTOMER ACKNOWLEDGES AND AGREES THAT: (1) ANY EXPRESS WARRANTIES BY SUCH MANUFACTURER ARE NOT THE RESPONSIBILITY OF COMPANY; (2) SUCH MANUFACTURER'S WARRANTY MAY CONTAIN LIMITATIONS; AND (3) CUSTOMER MAY INCUR
CERTAIN REPAIR, TRANSPORTATION OR OTHER CHARGES BY COMPANY WHICH ARE NOT COVERED BY SUCH MANUFACTURER'S WARRANTY. Any warranty by Company shall be null and void and have no legal effect if Customer has failed to pay for the Services at issue. Except for any express warranties contained hereunder, no other representation or warranty of any kind or nature will be binding on or obligate Company.
12. Limitation of Liability.
(a) IN NO EVENT SHALL COMPANY, ANY COMPANY ENTITIES OR ITS PRINCIPALS, OFFICERS, DIRECTORS, EMPLOYEES, CONTRATORS,
REPRESENTATIVES OR AGENTS BE LIABLE TO CUSTOMER, ITS AGENTS OR ANY THIRD PARTY FOR ANY LOST PROFITS, LOST REVENUE, LOST
BUSINESS, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, EXEMPLARY OR PUNITIVE DAMAGES, HOWEVER ARISING WHETHER OR NOT
THAT PARTY WAS AWARE OF THE POSSIBILITY OF THOSE DAMAGES AND DESPITE THE FAILURE OF ESSENTIAL PURPOSE OF ANY LIMITED REMEDY STATED IN THIS CVA.
(b) EXCEPT FOR DAMAGES FOR PERSONAL INJURY, INCLUDING DEATH AND PROPERTY DAMAGE RESULTING FROM THE GROSS
NEGLIGENCE OR WILLFUL MISCONDUCT OF ANY EMPLOYEES, CONTRACTORS, REPRESENTATIVES OR AGENTS OF COMPANY OR ANY
COMPANY ENTITY OR THE PRINCIPALS, OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, REPRESENTATIVES OR AGENTS OF COMPANY
OR ANY COMPANY ENTITIES, IN NO EVENT WILL THE AGGREGATE LIABILITY OF COMPANY OR ANY COMPANY ENTITIES ARISING OUT OF
THIS CVA EXCEED THE LESSER OF THE AMOUNT CUSTOMER HAS ACTUALLY PAID TO COMPANY UNDER THIS AGREEMENT FOR THE PREVIOUS TWELVE (12) MONTHS IMMEDIATELY PRIOR TO THE SUBJECT CLAIM OR ONE MILLION DOLLARS $1,000,000. (c) EXCEPT FOR THE BREACH OF OBLIGATIONS OF CUSTOMER OR ITS AGENTS UNDER SECTION 8 (PAYMENT), CUSTOMER'S
INDEMNIFICATION OBLIGATIONS UNDER THIS CVA AND DAMAGES FOR PERSONAL INJURY, INCLUDING DEATH AND PROPERTY DAMAGE
RESULTING FROM THE GROSS NEGLIGENCE OR WILLFUL MISCONDUCT OF ANY EMPLOYEES, CONTRACTORS, REPRESENTATIVES OR AGENTS
OF CUSTOMER OR ANY OF ITS AGENTS, IN NO EVENT SHALL THE AGGREGATE LIABILITY OF CUSTOMER OR CUSTOMER'S AGENTS ARISING
OUT OF THIS CVA EXCEED THE GREATER OF THE AMOUNT CUSTOMER HAS ACTUALLY PAID TO COMPANY UNDER THIS AGREEMENT FOR New Quote 5 of 8
THE PREVIOUS TWELVE (12) MONTHS IMMEDIATELY PRIOR TO THE SUBJECT CLAIM. (d) THE PARTIES AGREE THAT THIS SECTION 12 REPRESENTS A REASONABLE ALLOCATION OF RISK. (e) THE PROVISIONS OF THIS SECTION 12 SHALL SURVIVE ANY TERMINATION OR EXPIRATION OF THIS CVA.
13. Indemnification. Each Party agrees to indemnify, defend and hold harmless the other Party for, from and against any third party claims related to the Goods or Services to the extent and only to the extent such third party claims (including, but not limited to, claims related to the death or injury of any New Quote
person(s) or damage to property) are caused by the indemnifying party's negligent acts or omissions, subject to the limitations set forth in Section 14 below. The foregoing indemnity shall not apply to claims asserted by employees of either party. To the fullest extent permitted by Applicable Law, except to the extent of the gross negligence or willful misconduct of Company, Customer agrees to indemnify, defend and hold harmless Company, its affiliates, parent company and subsidiaries, and all of their respective owners, directors, officers, managers, employees, agents or representatives for, from and against any and claims, losses, deficiencies, judgments, settlements, interest, awards, fines, causes of action, damages (including, but not limited to, damages for personal injury, including death, and real and personal property damage), liabilities, costs, penalties, taxes, assessments, charges, punitive damages and expenses (including, but not limited to, reasonable attorneys' fees, expert witness fees, costs and expenses) of whatever kind (collectively, the "Claims) that are caused by, arising from or related in any way to (a) any breach or failure to comply with any representation, warranty, covenant or obligation hereunder by Customer or its Agents; (b) any actor omission to act of Customer or its Agents with respect to the Goods or Services purchased by Customer, including, but not limited to, the acts or omissions of Customer or its Agents with respect to such person's use, handling or maintenance of the any machinery or equipment purchased by Customer or serviced at the request of or for the benefit of Customer hereunder that conflicts with or does not conform to the usage for such machinery or equipment as specified by Company, the manufacturer of such machinery or equipment.
14. Insurance. During the term of this CVA, each Party shall, at its own expense, maintain and carry insurance in full force and effect which includes, but is not limited to, (a) commercial general liability in occurrence form with a minimum limit of $1,000,000 per occurrence, plus a minimum $2,000,000 general aggregate limit; (b) workers' compensation in an amount no less than the minimum required by law and employers' liability in a sum no less than $1,000,000; and (c) any additional insurance Company may reasonably require, in each case with financially sound and reputable insurers.
Upon either Party's request, the other Party shall provide the requesting Party with a certificate of insurance from such Party's insurer evidencing the insurance coverage required under these Terms. The certificate of insurance shall name the requesting party as an additional insured. The insured Party shall provide the requesting Party with thirty (30) days' advance written notice in the event of a cancellation or material change in the insured Party's insurance policy. Customer acknowledges that additional insurance required by Company under subsection (c) shall be deemed reasonable where the Goods or Services under the CVA are, or have or may become, in the commercially reasonable discretion of Company of such nature, scope, or volume to warrant such additional insurance. A certificate of insurance from Customer's insurer evidencing such additional insurance shall be delivered to Company upon Company's request.
15. Force Majeure. Company shall not be liable, nor be deemed to have defaulted or breached this CVA, for any failure or delay in fulfilling or performing any term of this CVA to the extent such failure or delay is caused by or results from acts or circumstances beyond Company's reasonable control including, without limitation, acts of God, flood, fire, earthquake, explosion, governmental actions, war, invasion or hostilities (whether war is declared or not), terrorist threats or acts, riot or other civil unrest, national emergency, revolution, insurrection, epidemic, lock-outs, strikes or other labor disputes (whether or not relating to either Party's workforce), restraints or delays affecting carriers, and inability or delay in obtaining supplies of adequate or suitable materials, telecommunication breakdown or power outage.
16. Privacy Statement. Customer consents to the collection, use, retention and disclosure of information by Company and/or the Company Entities in accordance with Company's Privacy Statement, which is posted on Company's website (as such statement may be revised from time to time), and agrees that such information may be accessed by the Company Entities and their partners and manufacturers with a legitimate business reason to access it, as well as third parties who may process such information on their behalf.
17. Entire Agreement. This CVA and the exhibits and attachments hereto, represent and constitute the entire agreement between the parties, may only be amended in writing signed by both parties, and supersede all prior agreements and understandings with respect to the matters covered by this CVA.
18. Binding Effect. This CVA shall be binding upon and inure to the benefit of the successors and permitted assigns of the Parties hereto.
19. Severability. If any provision of this CVA is found unenforceable or invalid, the remainder of the CVA will remain in full force and effect and it and any related provisions will be interpreted to best accomplish the unenforceable provision's essential purpose.
20. Counterparts. This CVA may be executed in any number of counterparts, including facsimile, PDF and other electronic copy, each of which when taken together shall constitute one instrument. No counterpart shall be effective until each Party has executed at least one counterpart.
21. Assignment. Neither Party may assign, convey or transfer this CVA, or any portion thereof, without the prior written consent of the other party, which consent shall not be unreasonably withheld, conditioned or delayed, except that Company may assign this CVA or any portion thereof without the prior consent of Purchaser to a person or entity controlling, controlled by or affiliated with Company or its parent company.
22. No Waiver. A waiver of any term, right or condition of this CVA by a party must be in writing to be effective and will in no way be construed as a waiver of any later breach of that provision. No express waiver of any term, right or condition of this CVA shall operate as a waiver of any other term, right or condition.
23. Relationship of the Parties. No employment, agency, joint venture, or similar arrangement is created or intended between Customer and Company.
drafting this CVA. The term "including" used herein shall mean "including, but not limited to". The subject headings of the sections and subsections of this CVA are included for purposes of convenience only and shall not affect the construction or interpretation of any of the provisions herein. Each Party acknowledges that they have read this CVA, have had an opportunity to review with an attorney of their respective choice, and have agreed to all of its terms, including these Terms. Each Party agrees that the rule of construction that a contract be construed against the drafter shall not be applied in interpreting this CVA and that in the event of any ambiguity in any provisions of this CVA, including any Exhibits or attachments or agreed upon Change Orders hereto and whether or not placed of record, such ambiguity shall not be construed for or against any Party hereto on the basis of such Party did or did not author the same.
give to any person or entity other than Customer and Company any rights, remedies or other benefits under or by reason of this CVA.
26. Attorneys ' Fees; Enforcement Costs and Expenses. If any claim or action is brought by either party hereunder against the other party regarding the subject matter hereof, the prevailing party shall be entitled to recover from the non-prevailing party, in addition to any other relief granted, reasonable attorneys' fees and the expense of litigation.
27. Governing Law; Venue. (a) This CVA and any attachments or documents related thereto shall be governed, construed and enforced in accordance with (i) the laws of the State of California, excluding conflict of law rules, for all sales made or accepted by Company at its offices within such state, (i) with the laws of the State of Oregon, excluding conflict of law rules, for all sales made or accepted by Company at its office within such state, and (iii) with the laws of the State of Washington, excluding conflict of law rules, for all sales made or accepted by Company at its office within such state.
For agreements made or accepted by Company in the State of California, each party hereby irrevocably submits to the personal and exclusive jurisdiction of the state courts of Alameda County, California and the United States District Court for the Northern District of California, for the purposes of any action, proceeding, suit or claim arising out of this CVA. For agreements made or accepted by Company in the State of Oregon, each party hereby irrevocably Submits to the personal and exclusive jurisdiction of the state courts of Multnomah County, Oregon and the United States District Court for the District of Portland in Portland, Oregon. For agreements made or accepted by Company in the State of Washington, each party hereby irrevocably submits to the personal and exclusive jurisdiction of the state courts of Cowlitz County, Oregon and the United States District Court for the Western District of Washington in Seattle, Washington. (b) Each party irrevocably and unconditionally waives any objection to the laying of venue as described herein.
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28. Survival. Notwithstanding anything contained herein to the contrary, Sections 6, 11(d), 12, 13, 14, 15, 16, 24, 26, 27, and 28 will survive any termination or expiration of this CVA.
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Peterson Power Systems
Detail of Services Offered
Attachment B
Inspection Service
Before Starting Engine:
Check engine oil and coolant levels
Check block heater (should maintain a coolant temperature of 90° F in the block) Check fuel level in storage tank
Check battery water level and top as necessary
Check battery terminals for corrosion and connections for tightness (lead acid) With Engine Running:
Check oil pressure
Check fuel pressure
Check oil level and add oil as required
Check RPM (frequency)
Check generated voltage
Check for leaks or unusual noises
After Stopping Engine:
Check/verify all switches are in proper positions for automatic start.
Check fuel level in tank
Record battery charger volts, check for proper operation Remove, clean and reinstall all battery connections (lead acid) Inspect generator for cleanliness
Reporting:
Provide written service report for each visit
Advise customer of any/all unusual situations or potential problems which will require further attention
Advise when main fuel tank is below ¾ full
Annual Service
Includes all Inspection Services and the following:
Drain crankcase oil and replace with new oil
Remove and replace oil and fuel filters
Inspect air filters)
Check generator output
Take oil sample for analysis
Load Test
Start engine and load with contractor supplied resistive load bank. As per NFPA 110(2013 Edition) Code 8.4.2.3
Three Year Service (PM-3)
Replace all rubber coolant hoses
Replace drive belts
Replace block heater hoses
Replace coolant regulators (Thermostat) - Thermostats are not included on the Cat C175 Engines Replace rad cap
Standard antifreeze will be replaced every three years
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Extended life coolants will be upgraded after the first three years and replaced after six years Additional services upon request
Thermal Image Inspections:
Thermo Images reveal temperature variations that signal electrical and mechanical problems before they become failures.
Fuel Conditioning/Polishing:
Extend life of stored diesel fuel by adding CAT Diesel Fuel Conditioner and polishing with high efficiency kidney loop filtration system.
Building Load Transfer with Visual inspection:
Inspect enclosure, anchorage, door seal, connections for thermal variance, loose or damaged wires, overheating or mechanical malfunction, and indicator lamps. Transfer load up to 30 minutes (as permitted).
Level 1 ATS Energized Preventative Maintenance (conforms NFPA 110 2018) • Clean interior of ATS if safe to do so.
• Record utility voltage and amperage.
• Measure and record voltage drop across contacts (Utility Power) • Perform functional test (Transfer load from utility to emergency power if permitted by customer) • Record emergency voltage, frequency, and amperage
• Measure and record voltage drop across contacts (Emergency Power) • Check for excessive heat build-up with infrared thermometer or camera. • Verify time delays and voltage set points.
• Provide customer with a report of findings and recommendations for additional services.
Level 2 ATS De-energized Preventative Maintenance
• Work with customer to de-energize and isolate ATS.
• Perform contact resistance test with Digital Low Resistance Ohmmeter (DRO) • Inspect clean and polish contacts if required by DLRO testing. • Inspect arc chutes, insulation, control wiring, switches, and relays. • Check torque on all cables and wires.
• Check mounting hardware and function of mechanical components. • Lubricate all mechanical components as needed.
Perform Level 1 service after re-energized work to confirm proper operation. • Provide customer with written documentation of service procedures, any findings and recommendations for additional services.
Level 3- Bypass 'Energized' Service
Bypass Isolation switches keep your facility powered 24/7, for maintenance purposes these transfer switches also have an additional circuit which allows the Automatic Transfer Switch to be isolated for an inspection with minimal arc concerns/PPE needs. Level 4 Bypass ATS Service is available as an energized service. Bypass ATS will be connected to source of facility's choice, either Utility or Emergency Generator for duration of inspection** to allow for safe isolated inspection of ATS contactor. ATS will be racked out and then inspected/cleaned before being racked back into the Bypass ATS.
**If outage was to occur during inspection, switch may need to be manually racked to alternate source. Depending on switch manufacturer, Time to bring the EPSS fully back online may range between 10 to 25 minutes. Please contact your New Quote 10 of 11
Product Support Rep for details or to develop more detailed plan based on site and equipment specifics; full job site walk with lead technician may be necessary based on facility concerns and equipment onsite.
Level 4- Bypass 'De-Energized' Service
Level 4 service requires full de-energization of the Bypass Transfer Switch (Utility and E-Gen Shutdown). Level 4 service includes our Level 3 Scope of work, plus the addition of checking the mechanical torque of connections and lubrication of micro switches. Service is suggested to be combined with major shutdowns or based on manufacturer's specifications.
Megger Testing: (Insulation resistance testing)
Vibration, general usage or moisture can break down generator insulation and cause electrical shorts. Megohmmeter testing indentifies decreasing generator insulation before it becomes a major repair or replacement. CAT recommends annual testing.
Emergency Servicing: Provide 24-hour emergency repair coverage 800.963.6446 New Quote 11 of 11