Agenda packet — Vallejo City Council, March 28, 2023 (part 6 of 8)

Assessment Opening and Exit Conference Checklist
Laboratory: Alpha Analytical Laboratories - Ukiah
Date: July 18, 2022
Certification ID: 1551
Lead Assessor: Tony Francis, PhD
Opening Conference Checklist
Time Opening Conference Began: 8:05 am
Ended: 8:40 am
Attendance at Opening Conference:

Michelle Berrett-Muir
Cheryl Watson
Nathan Holloway
Martha Younger
Sheri Speaks
Zee Hopper
TF Identify assessment team members and present credentials.

TF
State the purpose of the remote laboratory assessment
( ) Initial Certification
(X) Amendment Certification
(X) Renewal Certification
( ) Follow-up Inspection
( ) Other inspection, (specify)
TF
Review the tests and primary areas that will be examined during the assessment.

Require an amendment application if tests and primary areas to be examined are different than the initial or renewal application.

Page 2 of 3 ends

TF
Identify the pertinent records and operating procedures to be examined, plus the names of laboratory individuals responsible for providing the necessary documentation.

TF Identify roles and responsibilities of key managers and staff in the laboratory.

TF Inform laboratory officials of their right to claim any portion of information requested during the assessment as Trade Secret.

TF Establish a tentative time for the exit conference.

TF Discuss any questions the laboratory may have about the assessment.

TF Review previous Assessment Report and CAP, if applicable.

Page 3 of 3 ends

Exit Conference Checklist
Date: July 18, 2022
Time Opening Conference Began: 3:50pm
Ended: 4:10pm
Attendance at Closing Conference:

Michelle Berrett-Muir
Cheryl Watson
Nathan Holloway
Martha Younger
Zee Hopper
TF
The laboratory is reminded that:
1) Any deficiencies discussed or listed in a draft report are preliminary and subject to addition, revision and/or deletion;
2) It should not prepare a formal response until receipt of the final report, but it may start planning its corrective action;
3) A final Assessment Report should be sent within 30 days TF Positive aspects of the Assessment discussed?
TF Deficiencies itemized and discussed?
TF
As applicable, inform laboratory of actions CA ELAP may make as a result of the assessment. These may include:
1) Requiring additional proficiency testing.
2) Requiring additional documentation to be sent.

TF
If there is any disagreement with the findings, please indicated this here. Attachments may be utilized if necessary.

TF
Notify laboratory of their opportunity to submit feedback comments regarding the ELAP’s certification process to [email protected] Indicate in the subject line “Certification Process Feedback”

Page 1 of 2 ends

Assessment Interviewee Form
Laboratory: Alpha Analytical Laboratories - Ukiah
Date: 7/18 and 8/11/2022
Certification ID: 1551
Lead Assessor: Tony Francis
The following personnel were interviewed for the purpose indicated during the assessment.

Quality Management System
Name: Area of Interest:

Cheryl Watson Quality Systems
Technical Methods
Name: Method:

Joan Kelly
Matt Lawrence
Bryan Medina
Martin Pixler
Ellie Fuentes
HPC
Total coliforms
E. coli
Fecal coliforms
Enterococci
TSS
Fixed solids
TDS
Cyanide
DO
BOD
pH
Conductivity
Turbidity
Q ID 20278 Only the version displayed in the A2LA intranet is controlled. A2LA confidential document. A2LA Copyright. Page 2 of 2 Eddie Vargas
Martha Younger
Sarah Myhre
Joana Villanueva
Mike Bellagio
Maryjane Meyer
Nathan Halloway
Settleable solids
HEM
COD
Nitrate
Ammonia
TKN
Phosphorus
Anions
TOC
Chromium VI
VOCs
SVOCs
Isopropyl ether
Pesticides
PCBs
Herbicides
Chlorinated acids
Glyphosate

EDB/DBCP
HAAs
Carbamates
Diquat
Formaldehyde
Endothall
Alpha Analytical Laboratories, Inc.

Livermore Lab
262 Rickenbacker Circle
Livermore, CA 94551
6/30/2023
7/1/2021
2728

CALIFORNIA STATE

ENVIRONMENTAL LABORATORY ACCREDITATION PROGRAM

CERTIFICATE OF

ENVIRONMENTAL LABORATORY ACCREDITATION
Is hereby granted to
Scope of the certificate is limited to the
“Fields of Accreditation”
which accompany this Certificate.

Continued accredited status depends on compliance with applicable laws and regulations, proficiency testing studies, and payment of applicable fees.

This Certificate is granted in accordance with provisions of Section 100825, et seq. of the Health and Safety Code.

Certificate No.:

Expiration Date:

Effective Date:

Sacramento, California
subject to forfeiture or revocation
__________________________________________________
Christine Sotelo, Chief
Environmental Laboratory Accreditation Program
Alpha Analytical Laboratories, Inc.

Livermore Lab
Livermore, CA 94551

CALIFORNIA STATE

ENVIRONMENTAL LABORATORY ACCREDITATION PROGRAM
Fields of Accreditation
Certificate Number: 2728
Phone: 9258286226
Expiration Date: 6/30/2023 262 Rickenbacker Circle
Field of Accreditation:101 - Microbiology of Drinking Water 101.010 001 Heterotrophic Bacteria SM 9215 B
101.010 002 Heterotrophic Bacteria SimPlate
101.020 004 Total Coliform (Enumeration) SM 9221 B,C
101.020 005 Fecal Coliform (Enumeration) SM 9221 B,E
101.050 001 Total Coliform P/A SM 9223 B Colilert
101.050 002 E. coli P/A SM 9223 B Colilert
101.050 003 Total Coliform (Enumeration) SM 9223 B Colilert 101.050 004 E. coli (Enumeration) SM 9223 B Colilert
101.050 005 Total Coliform P/A SM 9223 B Colilert 18
101.050 006 E. coli P/A SM 9223 B Colilert 18
101.050 007 Total Coliform (Enumeration) SM 9223 B Colilert 18 101.050 008 E. coli (Enumeration) SM 9223 B Colilert 18 101.050 009 Total Coliform P/A SM 9223 B Colisure
101.050 010 E. coli P/A SM 9223 B Colisure
Field of Accreditation:102 - Inorganic Chemistry of Drinking Water 102.095 001 Turbidity SM 2130 B-2001
102.174 001 Chlorine, Free SM 4500-Cl F-2000
102.174 002 Chlorine, Total Residual SM 4500-Cl F-2000
102.203 001 Hydrogen Ion (pH) SM 4500-H+ B-2000
Field of Accreditation:107 - Microbiological Methods for Non-Potable Water and Sewage Sludge 107.001 001 Total Coliform (Enumeration) SM 9221 B,C-2006 107.001 002 Fecal Coliform (Enumeration) SM 9221 C,E-2006 107.007 002 Fecal Streptococci SM 9230 B-2007
107.013 001 E. coli (Enumeration) SM 9223 B-2004 Colilert 107.015 001 E. coli (Enumeration) SM 9223 B-2004 Colilert 18 107.017 001 Enterococci Enterolert
Field of Accreditation:108 - Inorganic Constituents in Non-Potable Water 108.059 001 Turbidity SM 2130 B-2011
108.109 001 Chlorine, Total Residual SM 4500-Cl F-2011
108.109 002 Chlorine, Free SM 4500-Cl F-2011
108.137 001 Hydrogen Ion (pH) SM 4500-H+ B-2011
108.173 001 Oxygen, Dissolved SM 4500-O G-2011
108.207 001 Biochemical Oxygen Demand SM 5210 B-2011
As of 7/7/2021 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 1 of 2 Certificate Number: 2728
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc.
108.207 002 Carbonaceous BOD SM 5210 B-2011
Field of Accreditation:109 - Metals and Trace Elements in Non-Potable Water 109.657 001 Mercury EPA 1631 E (2002)
Field of Accreditation:126 - Microbiological Methods for Ambient Water 126.003 001 Total Coliform (Enumeration) SM 9221 B,C-2006 126.003 002 Fecal Coliform (Enumeration) SM 9221 C,E-2006 126.015 001 E. coli (Enumeration) SM 9223 B-2004 Colilert 126.017 001 E. coli (Enumeration) SM 9223 B-2004 Colilert 18 126.019 001 Enterococci Enterolert
As of 7/7/2021 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 2 of 2 Alpha Analytical Laboratories, Inc. - Ukiah
208 Mason Street
Ukiah, CA 95482
6/30/2023
7/1/2021
1551

CALIFORNIA STATE

ENVIRONMENTAL LABORATORY ACCREDITATION PROGRAM

CERTIFICATE OF

ENVIRONMENTAL LABORATORY ACCREDITATION
Is hereby granted to
Scope of the certificate is limited to the
“Fields of Accreditation”
which accompany this Certificate.

Continued accredited status depends on compliance with applicable laws and regulations, proficiency testing studies, and payment of applicable fees.

This Certificate is granted in accordance with provisions of Section 100825, et seq. of the Health and Safety Code.

Certificate No.:

Expiration Date:

Effective Date:

Sacramento, California
subject to forfeiture or revocation
__________________________________________________
Christine Sotelo, Program Manager
Environmental Laboratory Accreditation Program
Alpha Analytical Laboratories, Inc. - Ukiah
Ukiah, CA 95482

CALIFORNIA STATE

ENVIRONMENTAL LABORATORY ACCREDITATION PROGRAM
Fields of Accreditation
Certificate Number: 1551
Phone: 7074680401
Expiration Date: 6/30/2023 208 Mason Street
Field of Accreditation:101 - Microbiology of Drinking Water 101.010 001 Heterotrophic Bacteria SM 9215 B
101.010 002 Heterotrophic Bacteria SimPlate
101.020 001 Total Coliform P/A SM 9221 B
101.020 002 Fecal Coliform P/A SM 9221 B,E
101.020 004 Total Coliform (Enumeration) SM 9221 B,C
101.020 005 Fecal Coliform (Enumeration) SM 9221 B,E
101.050 001 Total Coliform P/A SM 9223 B Colilert
101.050 002 E. coli P/A SM 9223 B Colilert
101.050 003 Total Coliform (Enumeration) SM 9223 B Colilert 101.050 004 E. coli (Enumeration) SM 9223 B Colilert
Field of Accreditation:102 - Inorganic Chemistry of Drinking Water 102.026 001 Calcium EPA 200.7
102.026 002 Magnesium EPA 200.7
102.026 003 Potassium EPA 200.7
102.026 005 Sodium EPA 200.7
102.030 003 Chloride EPA 300.0
102.030 005 Fluoride EPA 300.0
102.030 006 Nitrate (as N) EPA 300.0
102.030 007 Nitrite (as N) EPA 300.0
102.030 008 Phosphate,Ortho (as P) EPA 300.0
102.030 009 Sulfate (as SO4) EPA 300.0
102.040 001 Bromide EPA 300.1
102.040 002 Chlorite EPA 300.1
102.040 003 Chlorate EPA 300.1
102.040 004 Bromate EPA 300.1
102.095 001 Turbidity SM 2130 B-2001
102.100 001 Alkalinity SM 2320 B-1997
102.120 001 Hardness (Calculation) SM 2340 B-1997
102.130 001 Specific Conductance SM 2510 B-1997
102.140 001 Residue, Filterable TDS SM 2540 C-1997
102.174 001 Chlorine, Free SM 4500-Cl F-2000
102.174 002 Chlorine, Total Residual SM 4500-Cl F-2000
102.203 001 Hydrogen Ion (pH) SM 4500-H+ B-2000
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 1 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
102.220 001 Nitrite (as N) SM 4500-NO2 B-2000
102.232 002 Nitrate (as N) SM 4500-NO3- E-2000
102.234 002 Nitrate (as N) SM 4500-NO3 F-2000
102.240 001 Phosphate,Ortho (as P) SM 4500-P E-1999
102.241 001 Phosphate,Ortho (as P) SM 4500-P F-1999
102.242 001 Silica SM 4500-SiO2 C-1997
102.262 001 Organic Carbon-Total (TOC) SM 5310 C-2000
102.263 001 Dissolved Organic Carbon (DOC) SM 5310 C-2000 102.270 001 Surfactants SM 5540 C-2000
102.565 001 Cyanide, Total Quickchem 10-204-00-1-X
Field of Accreditation:103 - Toxic Chemical Elements of Drinking Water 103.130 001 Aluminum EPA 200.7
103.130 003 Barium EPA 200.7
103.130 004 Beryllium EPA 200.7
103.130 007 Chromium EPA 200.7
103.130 008 Copper EPA 200.7
103.130 009 Iron EPA 200.7
103.130 011 Manganese EPA 200.7
103.130 012 Nickel EPA 200.7
103.130 015 Silver EPA 200.7
103.130 017 Zinc EPA 200.7
103.130 018 Boron EPA 200.7
103.140 001 Aluminum EPA 200.8
103.140 002 Antimony EPA 200.8
103.140 003 Arsenic EPA 200.8
103.140 004 Barium EPA 200.8
103.140 005 Beryllium EPA 200.8
103.140 006 Cadmium EPA 200.8
103.140 007 Chromium EPA 200.8
103.140 008 Copper EPA 200.8
103.140 009 Lead EPA 200.8
103.140 010 Manganese EPA 200.8
103.140 012 Nickel EPA 200.8
103.140 013 Selenium EPA 200.8
103.140 014 Silver EPA 200.8
103.140 015 Thallium EPA 200.8
103.140 016 Zinc EPA 200.8
103.140 017 Boron EPA 200.8
103.140 018 Vanadium EPA 200.8
103.160 001 Mercury EPA 245.1
103.310 001 Chromium VI (Hexavalent Chromium) EPA 218.6 Field of Accreditation:104 - Volatile Organic Chemistry of Drinking Water As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 2 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
104.030 001 1,2-Dibromoethane (EDB) EPA 504.1
104.030 002 1,2-Dibromo-3-chloropropane (DBCP) EPA 504.1 104.035 001 1,2,3-Trichloropropane (TCP) SRL 524M-TCP
104.040 001 Benzene EPA 524.2
104.040 007 n-Butylbenzene EPA 524.2
104.040 008 sec-Butylbenzene EPA 524.2
104.040 009 tert-Butylbenzene EPA 524.2
104.040 010 Carbon Tetrachloride EPA 524.2
104.040 011 Chlorobenzene EPA 524.2
104.040 015 2-Chlorotoluene EPA 524.2
104.040 016 4-Chlorotoluene EPA 524.2
104.040 019 1,3-Dichlorobenzene EPA 524.2
104.040 020 1,2-Dichlorobenzene EPA 524.2
104.040 021 1,4-Dichlorobenzene EPA 524.2
104.040 022 Dichlorodifluoromethane EPA 524.2
104.040 023 1,1-Dichloroethane EPA 524.2
104.040 024 1,2-Dichloroethane (Ethylene Dichloride) EPA 524.2 104.040 025 1,1-Dichloroethylene (1,1-Dichloroethene) EPA 524.2 104.040 026 cis-1,2-Dichloroethylene (cis 1,2 Dichloroethene) EPA 524.2 104.040 027 trans-1,2-Dichloroethylene (trans- 1,2 Dichloroethene) EPA 524.2 104.040 028 Dichloromethane (Methylene Chloride) EPA 524.2 104.040 029 1,2-Dichloropropane EPA 524.2
104.040 033 cis-1,3-Dichloropropylene (cis 1,3 Dichloropropene) EPA 524.2 104.040 034 trans-1,3-Dichloropropylene (trans-1,3 Dichloropropene) EPA 524.2 104.040 035 Ethylbenzene EPA 524.2
104.040 037 Isopropylbenzene EPA 524.2
104.040 039 Naphthalene EPA 524.2
104.040 041 N-propylbenzene EPA 524.2
104.040 042 Styrene EPA 524.2
104.040 043 1,1,1,2-Tetrachloroethane EPA 524.2
104.040 044 1,1,2,2-Tetrachloroethane EPA 524.2
104.040 045 Tetrachloroethylene (Tetrachloroethene) EPA 524.2 104.040 046 Toluene EPA 524.2
104.040 047 1,2,3-Trichlorobenzene EPA 524.2
104.040 048 1,2,4-Trichlorobenzene EPA 524.2
104.040 049 1,1,1-Trichloroethane EPA 524.2
104.040 050 1,1,2-Trichloroethane EPA 524.2
104.040 051 Trichloroethylene (Trichloroethene) EPA 524.2 104.040 052 Trichlorofluoromethane EPA 524.2
104.040 054 1,2,4-Trimethylbenzene EPA 524.2
104.040 055 1,3,5-Trimethylbenzene EPA 524.2
104.040 056 Vinyl Chloride EPA 524.2
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 3 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
104.040 059 o-Xylene EPA 524.2
104.040 061 Carbon Disulfide EPA 524.2
104.040 062 Methyl isobutyl ketone (MIBK, 4-Methyl-2-pentanone) EPA 524.2 104.040 063 m+p-Xylene EPA 524.2
104.045 001 Bromodichloromethane EPA 524.2
104.045 002 Bromoform EPA 524.2
104.045 003 Chloroform EPA 524.2
104.045 004 Dibromochloromethane (Chlorodibromomethane) EPA 524.2 104.050 002 Methyl tert-butyl Ether (MTBE) EPA 524.2
104.050 003 tert-Amyl Methyl Ether (TAME) EPA 524.2
104.050 004 Ethyl tert-butyl Ether (ETBE) EPA 524.2
104.050 005 Trichlorotrifluoroethane (Freon 113) EPA 524.2 104.050 006 t-Butyl alcohol (2-Methyl-2-propanol) EPA 524.2 Field of Accreditation:105 - Semi-volatile Organic Chemistry of Drinking Water 105.030 001 Alachlor EPA 507
105.030 002 Atrazine EPA 507
105.030 003 Butachlor EPA 507
105.030 005 Metolachlor EPA 507
105.030 006 Metribuzin EPA 507
105.030 007 Molinate EPA 507
105.030 008 Prometryn EPA 507
105.030 009 Simazine EPA 507
105.035 001 Aldrin EPA 508
105.035 002 Endosulfan I EPA 508
105.035 003 Endosulfan II EPA 508
105.035 004 Endosulfan Sulfate EPA 508
105.035 005 Endrin EPA 508
105.035 006 Endrin Aldehyde EPA 508
105.035 007 Heptachlor EPA 508
105.035 008 Heptachlor Epoxide EPA 508
105.035 009 Hexachlorobenzene EPA 508
105.035 010 Lindane (HCH-gamma) EPA 508
105.035 011 Methoxychlor EPA 508
105.035 012 Propachlor EPA 508
105.035 013 Chlordane EPA 508
105.035 014 Toxaphene EPA 508
105.035 016 Aroclor 1016 EPA 508
105.035 017 Aroclor 1221 EPA 508
105.035 018 Aroclor 1232 EPA 508
105.035 019 Aroclor 1242 EPA 508
105.035 020 Aroclor 1248 EPA 508
105.035 021 Aroclor 1254 EPA 508
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 4 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
105.035 022 Aroclor 1260 EPA 508
105.082 001 2,4-D EPA 515.3
105.082 002 Dinoseb EPA 515.3
105.082 003 Pentachlorophenol EPA 515.3
105.082 004 Picloram EPA 515.3
105.082 005 2,4,5-TP (Silvex) EPA 515.3
105.082 006 Bentazon EPA 515.3
105.082 007 Dalapon EPA 515.3
105.082 008 Dicamba EPA 515.3
105.091 005 Benzo(a)pyrene EPA 525.3
105.091 009 Di(2-ethylhexyl) Adipate EPA 525.3
105.091 010 Di(2-ethylhexyl) Phthalate EPA 525.3
105.100 001 Aldicarb (Temik) EPA 531.1
105.100 002 Aldicarb Sulfone EPA 531.1
105.100 004 Carbaryl (Sevin) EPA 531.1
105.100 005 Carbofuran (Furadan) EPA 531.1
105.100 006 3-Hydroxycarbofuran EPA 531.1
105.100 007 Methomyl (Lannate) EPA 531.1
105.100 008 Oxamyl EPA 531.1
105.120 001 Glyphosate EPA 547
105.140 001 Endothall EPA 548.1
105.150 001 Diquat EPA 549.2
105.200 001 Bromoacetic Acid EPA 552.2
105.200 003 Chloroacetic Acid EPA 552.2
105.200 005 Dibromoacetic Acid EPA 552.2
105.200 006 Dichloroacetic Acid EPA 552.2
105.200 007 Trichloroacetic Acid EPA 552.2
Field of Accreditation:106 - Radionuclides in Drinking Water 106.092 001 Uranium EPA 200.8
Field of Accreditation:107 - Microbiological Methods for Non-Potable Water and Sewage Sludge 107.001 001 Total Coliform (Enumeration) SM 9221 B,C-2006 107.001 002 Fecal Coliform (Enumeration) SM 9221 C,E-2006 107.013 001 E. coli (Enumeration) SM 9223 B-2004 Colilert 107.017 001 Enterococci Enterolert
Field of Accreditation:108 - Inorganic Constituents in Non-Potable Water 108.013 001 Calcium EPA 200.7 (1994 Rev. 4.4)
108.013 002 Magnesium EPA 200.7 (1994 Rev. 4.4)
108.013 003 Phosphorus,Total EPA 200.7 (1994 Rev. 4.4)
108.013 004 Potassium EPA 200.7 (1994 Rev. 4.4)
108.013 006 Sodium EPA 200.7 (1994 Rev. 4.4)
108.017 002 Chloride EPA 300.0 (1993 Rev. 2.1)
108.017 003 Fluoride EPA 300.0 (1993 Rev. 2.1)
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 5 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
108.017 004 Nitrate (as N) EPA 300.0 (1993 Rev. 2.1)
108.017 005 Nitrate-Nitrite (as N) EPA 300.0 (1993 Rev. 2.1) 108.017 006 Nitrite (as N) EPA 300.0 (1993 Rev. 2.1)
108.017 007 Phosphate,Ortho (as P) EPA 300.0 (1993 Rev. 2.1) 108.017 008 Sulfate (as SO4) EPA 300.0 (1993 Rev. 2.1)
108.019 001 Bromide EPA 300.1 (1997 Rev.1.0)
108.029 001 Kjeldahl Nitrogen,Total (as N) EPA 351.2
108.047 001 Phenols, Total EPA 420.1 (1978 Rev. 1.0)
108.053 001 Oil & Grease, Total Recoverable EPA 1664 A
108.059 001 Turbidity SM 2130 B-2011
108.063 001 Alkalinity SM 2320 B-2011
108.065 001 Hardness (Calculation) SM 2340 B-2011
108.069 001 Specific Conductance SM 2510 B-2011
108.071 001 Residue, Total SM 2540 B-2011
108.073 001 Residue, Filterable TDS SM 2540 C-2011
108.075 001 Residue, Non-filterable TSS SM 2540 D-2011
108.077 001 Residue, Volatile SM 2540 E-2011
108.077 002 Residue, Fixed Filterable (FDS) SM 2540 E-2011 108.079 001 Residue, Settleable SM 2540 F-2011
108.109 001 Chlorine, Total Residual SM 4500-Cl F-2011
108.109 002 Chlorine, Free SM 4500-Cl F-2011
108.137 001 Hydrogen Ion (pH) SM 4500-H+ B-2011
108.139 001 Ammonia (as N) SM 4500-NH3 C-2011
108.147 001 Ammonia (as N) SM 4500-NH3 G-2011
108.153 001 Nitrite (as N) SM 4500-NO2 B-2011
108.157 001 Nitrate-Nitrite (as N) SM 4500-NO3 E-2011
108.159 001 Nitrate-Nitrite (as N) SM 4500-NO3 F-2011
108.173 001 Oxygen, Dissolved SM 4500-O G-2011
108.175 001 Phosphate,Ortho (as P) SM 4500-P E-2011
108.175 002 Phosphorus,Total SM 4500-P E-2011
108.177 001 Phosphate,Ortho (as P) SM 4500-P F-2011
108.177 002 Phosphorus,Total SM 4500-P F-2011
108.184 001 Silica, Dissolved SM 4500-SiO2 C-2011
108.201 001 Sulfide (as S) SM 4500-S D-2011
108.207 001 Biochemical Oxygen Demand SM 5210 B-2011
108.207 002 Carbonaceous BOD SM 5210 B-2011
108.213 001 Chemical Oxygen Demand SM 5220 D-2011
108.217 001 Organic Carbon-Total (TOC) SM 5310 C-2011
108.225 001 Surfactants SM 5540 C-2011
108.337 001 Cyanide, Total Quickchem 10-204-00-1-X
Field of Accreditation:109 - Metals and Trace Elements in Non-Potable Water 109.623 001 Aluminum EPA 200.7 (1994 Rev. 4.4)
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 6 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
109.623 002 Antimony EPA 200.7 (1994 Rev. 4.4)
109.623 003 Arsenic EPA 200.7 (1994 Rev. 4.4)
109.623 004 Barium EPA 200.7 (1994 Rev. 4.4)
109.623 005 Beryllium EPA 200.7 (1994 Rev. 4.4)
109.623 006 Boron EPA 200.7 (1994 Rev. 4.4)
109.623 007 Cadmium EPA 200.7 (1994 Rev. 4.4)
109.623 008 Chromium EPA 200.7 (1994 Rev. 4.4)
109.623 009 Cobalt EPA 200.7 (1994 Rev. 4.4)
109.623 010 Copper EPA 200.7 (1994 Rev. 4.4)
109.623 011 Iron EPA 200.7 (1994 Rev. 4.4)
109.623 012 Lead EPA 200.7 (1994 Rev. 4.4)
109.623 013 Manganese EPA 200.7 (1994 Rev. 4.4)
109.623 014 Molybdenum EPA 200.7 (1994 Rev. 4.4)
109.623 015 Nickel EPA 200.7 (1994 Rev. 4.4)
109.623 016 Selenium EPA 200.7 (1994 Rev. 4.4)
109.623 017 Silver EPA 200.7 (1994 Rev. 4.4)
109.623 018 Thallium EPA 200.7 (1994 Rev. 4.4)
109.623 019 Tin EPA 200.7 (1994 Rev. 4.4)
109.623 020 Titanium EPA 200.7 (1994 Rev. 4.4)
109.623 021 Vanadium EPA 200.7 (1994 Rev. 4.4)
109.623 022 Zinc EPA 200.7 (1994 Rev. 4.4)
109.625 001 Aluminum EPA 200.8 (1994 Rev. 5.4)
109.625 002 Antimony EPA 200.8 (1994 Rev. 5.4)
109.625 003 Arsenic EPA 200.8 (1994 Rev. 5.4)
109.625 004 Barium EPA 200.8 (1994 Rev. 5.4)
109.625 005 Beryllium EPA 200.8 (1994 Rev. 5.4)
109.625 006 Boron EPA 200.8 (1994 Rev. 5.4)
109.625 007 Cadmium EPA 200.8 (1994 Rev. 5.4)
109.625 008 Chromium EPA 200.8 (1994 Rev. 5.4)
109.625 009 Cobalt EPA 200.8 (1994 Rev. 5.4)
109.625 010 Copper EPA 200.8 (1994 Rev. 5.4)
109.625 012 Iron EPA 200.8 (1994 Rev. 5.4)
109.625 013 Lead EPA 200.8 (1994 Rev. 5.4)
109.625 014 Manganese EPA 200.8 (1994 Rev. 5.4)
109.625 015 Molybdenum EPA 200.8 (1994 Rev. 5.4)
109.625 016 Nickel EPA 200.8 (1994 Rev. 5.4)
109.625 017 Selenium EPA 200.8 (1994 Rev. 5.4)
109.625 018 Silver EPA 200.8 (1994 Rev. 5.4)
109.625 019 Thallium EPA 200.8 (1994 Rev. 5.4)
109.625 020 Tin EPA 200.8 (1994 Rev. 5.4)
109.625 021 Titanium EPA 200.8 (1994 Rev. 5.4)
109.625 022 Vanadium EPA 200.8 (1994 Rev. 5.4)
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 7 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
109.625 023 Zinc EPA 200.8 (1994 Rev. 5.4)
109.629 001 Chromium VI (Hexavalent Chromium) EPA 218.6 (1994 Rev. 3.3) 109.635 001 Mercury EPA 245.1 (1994 Rev. 3.0)
109.685 002 Chromium VI (Hexavalent Chromium) SM 3500-Cr B-2011 Field of Accreditation:110 - Volatile Organic Constituents in Non-Potable Water 110.040 001 Acetone EPA 624.1
110.040 003 Acrolein EPA 624.1
110.040 004 Acrylonitrile EPA 624.1
110.040 005 Benzene EPA 624.1
110.040 006 Bromodichloromethane EPA 624.1
110.040 007 Bromoform EPA 624.1
110.040 008 Bromomethane (Methyl Bromide) EPA 624.1
110.040 009 t-Butyl alcohol (2-Methyl-2-propanol) EPA 624.1 110.040 010 Carbon Tetrachloride EPA 624.1
110.040 011 Chlorobenzene EPA 624.1
110.040 012 Chloroethane EPA 624.1
110.040 013 2-Chloroethyl vinyl Ether EPA 624.1
110.040 014 Chloroform EPA 624.1
110.040 015 Chloromethane (Methyl Chloride) EPA 624.1
110.040 016 Dibromochloromethane (Chlorodibromomethane) EPA 624.1 110.040 017 1,2-Dichlorobenzene EPA 624.1
110.040 018 1,3-Dichlorobenzene EPA 624.1
110.040 019 1,4-Dichlorobenzene EPA 624.1
110.040 020 1,1-Dichloroethane EPA 624.1
110.040 021 1,2-Dichloroethane (Ethylene Dichloride) EPA 624.1 110.040 022 1,1-Dichloroethylene (1,1-Dichloroethene) EPA 624.1 110.040 023 trans-1,2-Dichloroethylene (trans- 1,2 Dichloroethene) EPA 624.1 110.040 024 1,2-Dichloropropane EPA 624.1
110.040 025 cis-1,3-Dichloropropylene (cis 1,3 Dichloropropene) EPA 624.1 110.040 026 trans-1,3-Dichloropropylene (trans-1,3 Dichloropropene) EPA 624.1 110.040 027 Ethanol EPA 624.1
110.040 029 Ethylbenzene EPA 624.1
110.040 031 Methylene Chloride (Dichloromethane) EPA 624.1 110.040 032 4-Methyl-2-pentanone (Methyl Isobutyl Ketone) EPA 624.1 110.040 034 1,1,2,2-Tetrachloroethane EPA 624.1
110.040 035 Tetrachloroethylene (Tetrachloroethene) EPA 624.1 110.040 036 Tetrahydrofuran EPA 624.1
110.040 037 Toluene EPA 624.1
110.040 038 1,1,1-Trichloroethane EPA 624.1
110.040 039 1,1,2-Trichloroethane EPA 624.1
110.040 040 Trichloroethylene (Trichloroethene) EPA 624.1 110.040 041 Vinyl Chloride EPA 624.1
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 8 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
110.040 043 o-Xylene EPA 624.1
110.040 045 Trichlorofluoromethane EPA 624.1
110.040 046 m+p-Xylene EPA 624.1
110.040 047 2-Butanone (MEK) EPA 624.1
110.070 002 n-Amyl Acetate EPA 1666 A
110.070 004 n-Butyl Acetate EPA 1666 A
110.070 009 Ethyl Acetate EPA 1666 A
110.070 010 n-Heptane EPA 1666 A
110.070 011 n-Hexane EPA 1666 A
110.070 012 Isobutyraldehyde EPA 1666 A
110.070 013 Isopropyl Acetate EPA 1666 A
110.070 015 Isopropyl Ether (DIPE) EPA 1666 A
110.070 018 Methyl Formate EPA 1666 A
Field of Accreditation:111 - Semi-volatile Organic Constituents in Non-Potable Water 111.055 001 Aldrin EPA 608.3
111.055 002 alpha-BHC EPA 608.3
111.055 003 beta-BHC EPA 608.3
111.055 004 delta-BHC EPA 608.3
111.055 005 gamma-BHC (Lindane) EPA 608.3
111.055 006 Chlordane EPA 608.3
111.055 007 4,4'-DDD EPA 608.3
111.055 008 4,4'-DDE EPA 608.3
111.055 009 4,4'-DDT EPA 608.3
111.055 010 Dieldrin EPA 608.3
111.055 011 Endosulfan I EPA 608.3
111.055 012 Endosulfan II EPA 608.3
111.055 013 Endosulfan Sulfate EPA 608.3
111.055 014 Endrin EPA 608.3
111.055 015 Endrin Aldehyde EPA 608.3
111.055 016 Heptachlor EPA 608.3
111.055 017 Heptachlor Epoxide EPA 608.3
111.055 019 PCB-1016 (Aroclor-1016) EPA 608.3
111.055 020 PCB-1221 (Aroclor-1221) EPA 608.3
111.055 021 PCB-1232 (Aroclor-1232) EPA 608.3
111.055 022 PCB-1242 (Aroclor-1242) EPA 608.3
111.055 023 PCB-1248 (Aroclor-1248) EPA 608.3
111.055 024 PCB-1254 (Aroclor-1254) EPA 608.3
111.055 025 PCB-1260 (Aroclor-1260) EPA 608.3
111.055 046 Methoxychlor EPA 608.3
111.055 060 Toxaphene EPA 608.3
111.110 001 Azinphos Methyl EPA 614
111.110 002 Demeton-O EPA 614
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 9 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
111.110 003 Demeton-S EPA 614
111.110 004 Diazinon EPA 614
111.110 005 Disulfoton EPA 614
111.110 006 Ethion EPA 614
111.110 007 Malathion EPA 614
111.110 008 Parathion Ethyl EPA 614
111.110 009 Parathion Methyl EPA 614
111.160 001 Acenaphthene EPA 625.1
111.160 002 Acenaphthylene EPA 625.1
111.160 003 Anthracene EPA 625.1
111.160 004 Benzidine EPA 625.1
111.160 005 Benzo(a)anthracene EPA 625.1
111.160 006 Benzo(a)pyrene EPA 625.1
111.160 007 Benzo(b)fluoranthene EPA 625.1
111.160 008 Benzo(g,h,i)perylene EPA 625.1
111.160 009 Benzo(k)fluoranthene EPA 625.1
111.160 010 Bis(2-chloroethoxy) Methane EPA 625.1
111.160 011 Bis(2-chloroethyl) Ether EPA 625.1
111.160 012 bis(2-Chloroisopropyl) ether (2,2’-Oxybis[1-chloropropane]) EPA 625.1 111.160 013 Bis(2-ethylhexyl)phthalate (Di(2-ethylhexyl) phthalate) EPA 625.1 111.160 014 4-Bromophenyl Phenyl Ether EPA 625.1
111.160 015 Butyl Benzyl Phthalate EPA 625.1
111.160 016 2-Chloronaphthalene EPA 625.1
111.160 017 4-Chlorophenyl Phenyl Ether EPA 625.1
111.160 018 Chrysene EPA 625.1
111.160 019 Dibenz(a,h)anthracene EPA 625.1
111.160 020 3,3'-Dichlorobenzidine EPA 625.1
111.160 021 Diethyl Phthalate EPA 625.1
111.160 022 Dimethyl Phthalate EPA 625.1
111.160 023 Di-n-butyl Phthalate EPA 625.1
111.160 024 2,4-Dinitrotoluene EPA 625.1
111.160 025 2,6-Dinitrotoluene EPA 625.1
111.160 026 Di-n-octyl Phthalate EPA 625.1
111.160 027 Fluoranthene EPA 625.1
111.160 028 Fluorene EPA 625.1
111.160 029 Hexachlorobenzene EPA 625.1
111.160 030 Hexachlorobutadiene EPA 625.1
111.160 031 Hexachloroethane EPA 625.1
111.160 032 Indeno(1,2,3-c,d)pyrene EPA 625.1
111.160 033 Isophorone EPA 625.1
111.160 034 Naphthalene EPA 625.1
111.160 035 Nitrobenzene EPA 625.1
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 10 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
111.160 036 N-nitroso-di-n-propylamine EPA 625.1
111.160 037 Phenanthrene EPA 625.1
111.160 038 Pyrene EPA 625.1
111.160 039 1,2,4-Trichlorobenzene EPA 625.1
111.160 040 4-Chloro-3-methylphenol EPA 625.1
111.160 041 2-Chlorophenol EPA 625.1
111.160 042 2,4-Dichlorophenol EPA 625.1
111.160 043 2,4-Dimethylphenol EPA 625.1
111.160 044 2,4-Dinitrophenol EPA 625.1
111.160 045 2-Methyl-4,6-dinitrophenol EPA 625.1
111.160 046 2-Nitrophenol EPA 625.1
111.160 047 4-Nitrophenol EPA 625.1
111.160 048 Pentachlorophenol EPA 625.1
111.160 049 Phenol EPA 625.1
111.160 050 2,4,6-Trichlorophenol EPA 625.1
111.160 098 Hexachlorocyclopentadiene EPA 625.1
111.160 108 N-nitrosodimethylamine EPA 625.1
111.160 110 N-nitrosodiphenylamine EPA 625.1
111.160 148 2-Methylnaphthalene EPA 625.1
111.160 151 2,4,5-Trichlorophenol EPA 625.1
Field of Accreditation:114 - Inorganic Constituents in Hazardous Waste 114.315 002 Antimony EPA 6010 B
114.315 003 Arsenic EPA 6010 B
114.315 004 Barium EPA 6010 B
114.315 005 Beryllium EPA 6010 B
114.315 007 Cadmium EPA 6010 B
114.315 009 Chromium EPA 6010 B
114.315 010 Cobalt EPA 6010 B
114.315 011 Copper EPA 6010 B
114.315 013 Lead EPA 6010 B
114.315 016 Molybdenum EPA 6010 B
114.315 017 Nickel EPA 6010 B
114.315 019 Selenium EPA 6010 B
114.315 020 Silver EPA 6010 B
114.315 023 Thallium EPA 6010 B
114.315 026 Vanadium EPA 6010 B
114.315 027 Zinc EPA 6010 B
114.535 001 Mercury EPA 7471 A
114.725 001 Cyanide, Total EPA 9014
Field of Accreditation:115 - Leaching/Extraction Tests and Physical Characteristics of Hazardous Waste 115.055 001 Waste Extraction Test (WET) CCR Chapter11, Article 5, Appendix II 115.085 001 Toxicity Characteristic Leaching Procedure (TCLP) EPA 1311 As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 11 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
115.135 001 Corrosivity - pH Determination EPA 9045 C
Field of Accreditation:126 - Microbiological Methods for Ambient Water 126.003 001 Total Coliform (Enumeration) SM 9221 B,C-2006 126.003 002 Fecal Coliform (Enumeration) SM 9221 C,E-2006 126.015 001 E. coli (Enumeration) SM 9223 B-2004 Colilert 126.019 001 Enterococci Enterolert
Field of Accreditation:130 - Inorganic constituents in Hazardous waste (Matrix Aqueous) 130.010 001 Aluminum EPA 6010 B
130.010 002 Antimony EPA 6010 B
130.010 003 Arsenic EPA 6010 B
130.010 004 Barium EPA 6010 B
130.010 005 Beryllium EPA 6010 B
130.010 006 Boron EPA 6010 B
130.010 007 Cadmium EPA 6010 B
130.010 008 Calcium EPA 6010 B
130.010 009 Chromium EPA 6010 B
130.010 010 Cobalt EPA 6010 B
130.010 011 Copper EPA 6010 B
130.010 012 Iron EPA 6010 B
130.010 013 Lead EPA 6010 B
130.010 014 Magnesium EPA 6010 B
130.010 015 Manganese EPA 6010 B
130.010 016 Molybdenum EPA 6010 B
130.010 017 Nickel EPA 6010 B
130.010 018 Potassium EPA 6010 B
130.010 019 Selenium EPA 6010 B
130.010 020 Silver EPA 6010 B
130.010 021 Sodium EPA 6010 B
130.010 022 Strontium EPA 6010 B
130.010 023 Thallium EPA 6010 B
130.010 024 Tin EPA 6010 B
130.010 025 Titanium EPA 6010 B
130.010 026 Vanadium EPA 6010 B
130.010 027 Zinc EPA 6010 B
130.140 001 Chromium VI (Hexavalent Chromium) EPA 7196 A 130.250 001 Mercury EPA 7470 A
Field of Accreditation:131 - Leaching/Extraction, Physical Chacterstics in Hazardous Waste (Matrix Aqueous) 131.010 001 Waste Extraction Test (WET) CCR Chapter11, Article 5, Appendix II 131.040 001 Toxicity Characteristic Leaching Procedure (TCLP) EPA 1311 131.110 001 Corrosivity - pH Determination EPA 9040 B
Field of Accreditation:132 - Volatile Organic Compounds in Hazardous Waste (Matrix Aqueous) 132.060 001 Benzene EPA 8260 B
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 12 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
132.060 002 Bromobenzene EPA 8260 B
132.060 003 Bromochloromethane EPA 8260 B
132.060 004 Bromodichloromethane EPA 8260 B
132.060 005 Bromoform EPA 8260 B
132.060 006 Bromomethane (Methyl Bromide) EPA 8260 B
132.060 007 n-Butylbenzene EPA 8260 B
132.060 008 sec-Butylbenzene EPA 8260 B
132.060 009 tert-Butylbenzene EPA 8260 B
132.060 010 Carbon Disulfide EPA 8260 B
132.060 011 Carbon Tetrachloride EPA 8260 B
132.060 012 Chlorobenzene EPA 8260 B
132.060 013 Chlorodibromomethane (Dibromochloromethane) EPA 8260 B 132.060 014 Chloroethane EPA 8260 B
132.060 015 Chloroform EPA 8260 B
132.060 016 Chloromethane (Methyl Chloride) EPA 8260 B
132.060 017 Dibromomethane EPA 8260 B
132.060 018 Dichlorodifluoromethane (Freon 12) EPA 8260 B 132.060 019 cis-1,2-Dichloroethylene (cis 1,2 Dichloroethene) EPA 8260 B 132.060 020 trans-1,2-Dichloroethylene (trans- 1,2 Dichloroethene) EPA 8260 B 132.060 021 cis-1,3-Dichloropropylene (cis 1,3 Dichloropropene) EPA 8260 B 132.060 022 trans-1,3-Dichloropropylene (trans-1,3 Dichloropropene) EPA 8260 B 132.060 023 Ethylbenzene EPA 8260 B
132.060 024 Hexachlorobutadiene EPA 8260 B
132.060 025 Methyl tert-butyl Ether (MTBE) EPA 8260 B
132.060 026 Methylene Chloride (Dichloromethane) EPA 8260 B 132.060 027 Naphthalene EPA 8260 B
132.060 029 N-propylbenzene EPA 8260 B
132.060 030 Styrene EPA 8260 B
132.060 031 Tetrachloroethylene (Tetrachloroethene) EPA 8260 B 132.060 032 Toluene EPA 8260 B
132.060 033 Trichloroethylene (Trichloroethene) EPA 8260 B 132.060 034 Trichlorofluoromethane EPA 8260 B
132.060 035 Vinyl Chloride EPA 8260 B
132.060 036 m+p-Xylene EPA 8260 B
132.060 037 o-Xylene EPA 8260 B
132.060 038 m-Xylene EPA 8260 B
132.060 039 p-Xylene EPA 8260 B
132.060 040 1,1-Dichloroethane EPA 8260 B
132.060 041 1,1-Dichloroethylene (1,1-Dichloroethene) EPA 8260 B 132.060 042 1,1,1-Trichloroethane EPA 8260 B
132.060 043 1,1,1,2-Tetrachloroethane EPA 8260 B
132.060 044 1,1,2,2-Tetrachloroethane EPA 8260 B
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 13 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
132.060 045 1,1,2-Trichloroethane EPA 8260 B
132.060 046 1,2-Dichlorobenzene EPA 8260 B
132.060 047 1,2-Dichloroethane (Ethylene Dichloride) EPA 8260 B 132.060 048 1,2-Dibromoethane (EDB) EPA 8260 B
132.060 049 1,2-Dibromo-3-chloropropane (DBCP) EPA 8260 B 132.060 050 1,2-Dichloropropane EPA 8260 B
132.060 051 1,2,3-Trichloropropane (TCP) EPA 8260 B
132.060 052 1,2,4-Trichlorobenzene EPA 8260 B
132.060 053 1,3-Dichlorobenzene EPA 8260 B
132.060 054 1,4-Dichlorobenzene EPA 8260 B
132.060 055 2-Chloroethyl vinyl Ether EPA 8260 B
132.060 056 4-Chlorotoluene EPA 8260 B
132.060 057 4-Methyl-2-pentanone (Methyl Isobutyl Ketone) EPA 8260 B Field of Accreditation:133 - Semi-Volatile Organic Chemistry in Hazardous Waste (Matrix Aqueous) 133.090 001 Aldrin EPA 8081 A
133.090 002 alpha-BHC EPA 8081 A
133.090 003 beta-BHC EPA 8081 A
133.090 004 delta-BHC EPA 8081 A
133.090 005 gamma-BHC (Lindane) EPA 8081 A
133.090 007 trans-Chlordane EPA 8081 A
133.090 008 4,4'-DDD EPA 8081 A
133.090 009 4,4'-DDE EPA 8081 A
133.090 010 4,4'-DDT EPA 8081 A
133.090 011 Dieldrin EPA 8081 A
133.090 012 Endosulfan I EPA 8081 A
133.090 013 Endosulfan II EPA 8081 A
133.090 014 Endosulfan Sulfate EPA 8081 A
133.090 015 Endrin EPA 8081 A
133.090 016 Endrin Aldehyde EPA 8081 A
133.090 017 Endrin Ketone EPA 8081 A
133.090 018 Heptachlor EPA 8081 A
133.090 019 Heptachlor Epoxide EPA 8081 A
133.090 020 Methoxychlor EPA 8081 A
133.090 021 Toxaphene EPA 8081 A
133.120 001 Aroclor 1016 EPA 8082
133.120 002 Aroclor 1221 EPA 8082
133.120 003 Aroclor 1232 EPA 8082
133.120 004 Aroclor 1242 EPA 8082
133.120 005 Aroclor 1248 EPA 8082
133.120 006 Aroclor 1254 EPA 8082
133.120 007 Aroclor 1260 EPA 8082
133.190 001 Azinphos Methyl EPA 8141 A
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 14 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
133.190 002 Chlorpyrifos EPA 8141 A
133.190 003 Demeton-O EPA 8141 A
133.190 004 Demeton-S EPA 8141 A
133.190 005 Diazinon EPA 8141 A
133.190 006 Dichlorvos (DDVP) EPA 8141 A
133.190 007 Disulfoton EPA 8141 A
133.190 008 Malathion EPA 8141 A
133.190 009 Parathion Ethyl EPA 8141 A
133.190 010 Parathion Methyl EPA 8141 A
133.190 011 Phorate EPA 8141 A
133.190 012 Ronnel EPA 8141 A
133.190 013 Stirophos (Tetrachlorovinphos) EPA 8141 A
133.220 001 2,4-D EPA 8151 A
133.220 002 2,4-DB EPA 8151 A
133.220 003 2,4,5-TP (Silvex) EPA 8151 A
133.220 004 2,4,5-T EPA 8151 A
133.220 005 Dalapon EPA 8151 A
133.220 006 Dicamba EPA 8151 A
133.220 007 Dichloroprop EPA 8151 A
133.220 008 Dinoseb EPA 8151 A
133.220 012 Pentachlorophenol EPA 8151 A
133.230 001 Acenaphthene EPA 8270 C
133.230 002 Acenaphthylene EPA 8270 C
133.230 004 Anthracene EPA 8270 C
133.230 005 Benzidine EPA 8270 C
133.230 006 Benzoic Acid EPA 8270 C
133.230 007 Benzo(a)anthracene EPA 8270 C
133.230 008 Benzo(b)fluoranthene EPA 8270 C
133.230 009 Benzo(k)fluoranthene EPA 8270 C
133.230 010 Benzo(g,h,i)perylene EPA 8270 C
133.230 011 Benzo(a)pyrene EPA 8270 C
133.230 012 Benzyl Alcohol EPA 8270 C
133.230 013 Bis(2-chloroethoxy) Methane EPA 8270 C
133.230 014 Bis(2-chloroethyl) Ether EPA 8270 C
133.230 015 Bis(2-ethylhexyl)phthalate (Di(2-ethylhexyl) phthalate) EPA 8270 C 133.230 016 Butyl Benzyl Phthalate EPA 8270 C
133.230 017 Chrysene EPA 8270 C
133.230 018 Dibenz(a,h)anthracene EPA 8270 C
133.230 019 Dibenzofuran EPA 8270 C
133.230 020 Di-n-butyl Phthalate EPA 8270 C
133.230 021 Diethyl Phthalate EPA 8270 C
133.230 022 Dimethyl Phthalate EPA 8270 C
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 15 of 16 Certificate Number: 1551
Expiration Date: 6/30/2023
Alpha Analytical Laboratories, Inc. - Ukiah
133.230 023 Di-n-octyl Phthalate EPA 8270 C
133.230 024 Fluoranthene EPA 8270 C
133.230 025 Fluorene EPA 8270 C
133.230 026 Naphthalene EPA 8270 C
133.230 027 Nitrobenzene EPA 8270 C
133.230 029 Pentachlorophenol EPA 8270 C
133.230 031 1,2-Dichlorobenzene EPA 8270 C
133.230 032 1,3-Dichlorobenzene EPA 8270 C
133.230 033 1,4-Dichlorobenzene EPA 8270 C
133.230 034 2-Chloronaphthalene EPA 8270 C
133.230 035 2-Chlorophenol EPA 8270 C
133.230 036 2,4-Dichlorophenol EPA 8270 C
133.230 037 2,4-Dimethylphenol EPA 8270 C
133.230 038 2,4-Dinitrophenol EPA 8270 C
133.230 039 2,4-Dinitrotoluene EPA 8270 C
133.230 041 2,6-Dinitrotoluene EPA 8270 C
133.230 042 2-Nitroaniline EPA 8270 C
133.230 043 2-Nitrophenol EPA 8270 C
133.230 044 3-Nitroaniline EPA 8270 C
133.230 045 3,3'-Dichlorobenzidine EPA 8270 C
133.230 047 4-Chloro-3-methylphenol EPA 8270 C
133.230 048 4-Bromophenyl Phenyl Ether EPA 8270 C
133.230 049 4-Chlorophenyl Phenyl Ether EPA 8270 C
133.230 050 4-Nitroaniline EPA 8270 C
133.230 051 4-Nitrophenol EPA 8270 C
133.230 088 N-nitrosodimethylamine EPA 8270 C
133.230 089 N-nitrosodiphenylamine EPA 8270 C
133.230 090 N-nitroso-di-n-propylamine EPA 8270 C
133.280 010 Formaldehyde EPA 8315 A
As of 6/30/2022 , this list supersedes all previous lists for this certificate number.

Customers: Please verify the current accreditation standing with the State. Page 16 of 16 ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED?

INSR ADDL SUBR

LTR INSD WVD
PRODUCER CONTACT NAME: PHONE FAX
(A/C, No, Ext): (A/C, No): E-MAIL ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG OTHER: $ COMBINED SINGLE LIMIT
(Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) $
$ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH- STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $
If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
$
$
$
$
$
The ACORD name and logo are registered marks of ACORD
3/6/2023
(707) 462-5901 (707) 462-3763
Alpha Analytical Laboratories, Inc.
208 Mason Street
Ukiah, CA 95482
42579
11512
A 3,000,000
X X ENV562004850-01 4/6/2022 4/6/2023 100,000
X, C, U Included 5,000
3,000,000
3,000,000
3,000,000
B 1,000,000
ACPBA7840172096 11/1/2022 11/1/2023
A 2,000,000
ENV562004851-01 4/6/2022 4/6/2023 2,000,000
0 C
X EIG261089204 5/1/2022 5/1/2023 1,000,000 Y 1,000,000
1,000,000
A Professional Liab ENV562004850-01 4/6/2022 Ea. Occ./Aggregate 3,000,000 A Pollution Liability ENV562004850-01 4/6/2022 4/6/2023 Ea. Occ./Aggregate 3,000,000 The City of Vallejo, its officials, officers, directors, employees and agents are named as Additional Insured with respect to the work to be performed under the agreement.

Waiver of Subrogation and Primary Wording applies.

City of Vallejo
Water Department
202 Fleming Hill Road
Vallejo, CA 94589
ALPHANA-01 MGOMES
Team Insurance & Financial Services, Inc.

PO Box 1472
Ukiah, CA 95482
Menthie Gomes
[email protected]
Guideone Insurance
Nationwide Mutual Insurance Company
Employers Comp Ins Co
X
4/6/2023
X
X
X
X
X
X
X
X
POLICY NUMBER: ENV562004850-01 COMMERCIAL GENERAL LIABILITY CG 20 10 07 04
CG 20 10 07 04 © ISO Properties, Inc., 2004. Page 1 of 1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR

CONTRACTORS - SCHEDULED PERSON OR

ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s):

Location(s) Of Covered Operations
Any person or organization for whom you are performing
operations when you and such person or organization have agreed in writing in a contract or agreement, effected prior to the date your operations for that person or organization commenced, that such person or organization be added as an additional insured on your policy.

In respect to any location where the named insured is
performing “your work”.

Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

A. Section II - Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only with
respect to liability for "bodily injury", "property
damage" or "personal and advertising injury" caused,
in whole or in part, by:

1. Your acts or omissions; or

2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for the
additional insured(s) at the location(s) designated
above.

B. With respect to the insurance afforded to these
additional insureds, the following additional exclusions apply:

This insurance does not apply to "bodily injury" or
"property damage" occurring after:

1. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service,
maintenance or repairs) to be performed by or
on behalf of the additional insured(s) at the
location of the covered operations has been
completed; or

2. That portion of "your work" out of which the
injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor
engaged in performing operations for a
principal as a part of the same project.

POLICY NUMBER: ENV562004850-01 COMMERCIAL GENERAL LIABILITY CG 20 37 07 04
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

CG 20 37 07 04 © ISO Properties, Inc., 2004 Page 1 of 1 ADDITIONAL INSURED – OWNERS, LESSEES OR
CONTRACTORS – COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s): Location And Description Of Completed Operations Any person or organization for whom you are
performing operations when you and such person or
organization have agreed in writing in a contract or
agreement, effected prior to the date your operations
for that person or organization commenced, that such
person or organization be added as an additional
insured on your policy.

In respect to any location where the named insured is
performing “your work”.

Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

Section II – Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only with
respect to liability for "bodily injury" or "property
damage" caused, in whole or in part, by "your work"
at the location designated and described in the
schedule of this endorsement performed for that
additional insured and included in the "productscompleted operations hazard".

GO 0218 – 4YA 10-17 Includes Copyrighted Material of Insurance Services Office, Inc. with its permission

Page 1 of 1 ends

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

AMENDED WAIVER OF SUBROGATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name of Person or Organization:

Any person or organization that is:

1. An owner of real or personal property on which you are performing operations, but only at the specific written request by that person or organization to you, and only if:
a. That request is made prior to the date your operations for that person or organization commenced; and b. A Certificate of Insurance evidencing that request has been issued by your authorized insurance agent or broker; or

WAIVER OF SUBROGATION – If required by written contract or agreement, we waive any right of recovery we may have against any entity that is an additional insured shown in the Schedule above per the terms of this endorsement because of payments we make for injury or damage arising out of “your work” performed under a contract with that person or organization.

All other terms and conditions remain unchanged.

GO 0216 – 4YP 10-17 Includes Copyrighted Material of Insurance Services Office, Inc. with its permission

Page 1 of 1 ends

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

PRIMARY/NON-CONTRIBUTORY COVERAGE
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRIMARY/NON-CONTRIBUTORY – If required by written contract or agreement, effected prior to the date your operations for that person or organization commenced and named below, such insurance as is afforded by this policy to any additional insureds under this policy shall be primary insurance, and any insurance or self-insurance maintained by such additional insured(s) shall not contribute to the insurance afforded to the named insured.

All other terms and conditions remain unchanged.

SCHEDULE
Any person or organization that is:

2. A contractor on whose behalf you are performing operations, but only at the specific written request by that person or organization to you, and only if:
a. That request is made prior to the date your operations for that person or organization commenced; and b. A Certificate of Insurance evidencing that request has been issued by your authorized insurance agent or broker.
  
  

 





 



 
 
    
 
 
       
      
      
      


 




Approved as to form:

By: for
Veronica Nebb, City Attorney
RESOLUTION NO. 22-________

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VALLEJO AUTHORIZING THE

CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT FOR

LABORATORY SERVICES WITH EUROFINS EATON ANALYTICAL AND ALPHA ANALYTICAL LABORATORIES, INC.

WHEREAS, the City of Vallejo Water Department Water Quality Laboratory is certified as an Environmental Laboratory Accreditation Program (ELAP) laboratory; and WHEREAS, the City of Vallejo Water Department must sample City drinking water to maintain compliance with state and federal drinking water regulations; and WHEREAS, the City of Vallejo Water Department Water Quality Laboratory performs quality testing on over 1,900 samples each month; and
WHEREAS, outside laboratories are used on a regular but minimal basis to perform those few tests for which specialized instrumentation is required; and WHEREAS, the City complied with Vallejo Municipal chapter 3.20, by advertising the Laboratory Services request and publicly began receiving proposals on January 26, 2023; and received two (2) proposals; and
WHEREAS, accepting the proposal of Eurofins Eaton Analytical and Alpha Analytical Laboratories, Inc., is in the best interests of the City.

NOW THEREFORE, BE IT RESOLVED that the City Council hereby approves the City Manager of the Vallejo City Council to execute a Professional Services Agreement with Eurofins Eaton Analytical and Alpha Analytical Laboratories, Inc. for as-needed laboratory services in the amount of $150,000.00 per year and a total not-to-exceed amount of $750,000.00 per each agreement.

ADOPTED BY THE CITY COUNCIL OF THE CITY OF VALLEJO at a regular meeting held on March 28, 2023, with the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_________________________________________
ROBERT H. MCCONNELL, MAYOR
ATTEST: _________________________________________
DAWN G. ABRAHAMSON, CITY CLERK
CONSENT CALENDAR 8.R.

DATE: March 28, 2023
TO: Mayor and Members of the City Council
FROM: Beth Schoenberger, Water Director
Vidia Gillula, Water Quality Manager
SUBJECT: ADOPTION OF A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A

PROFESSIONAL SERVICES AGREEMENT FOR A LABORATORY INFORMATION MANAGEMENT

SYSTEM (LIMS) AND RELATED SERVICES WITH ACCELERATED TECHNOLOGY LABORATORIES, INC.

RECOMMENDATION
Adopt a resolution authorizing the City Manager to execute a LIMS contract with Accelerated Technology Laboratories, Inc. (ATL) through 2028 with a contract not-to-exceed amount of $250,000.

REASONS FOR RECOMMENDATION
To support compliance with water quality regulations, the Water Department Laboratory has a need for a Laboratory Information Management System software, and related implementation services, from a qualified vendor whose solution leverages current technology and includes functionality that will optimize the City of Vallejo Water Quality Laboratory’s operations.

BACKGROUND AND DISCUSSION
The City of Vallejo Water Department Laboratory is certified as an Environmental Laboratory Accreditation Program (ELAP) laboratory. ELAP provides evaluation and accreditation of environmental testing laboratories to ensure the quality of analytical data used for regulatory purposes to meet the requirements of the State's drinking water program. The State Water Resources Control Board uses the analytical data from accredited laboratories. The ELAP accreditation means that the City of Vallejo Water Department has demonstrated the capability to analyze environmental samples using approved methods.

As an ELAP certified laboratory, the City of Vallejo Water Department Laboratory performs systematic and continuous sampling and testing of the drinking water throughout the water system at many different points in the water distribution system. On average, the lab performs water quality testing on over 1,900 samples each month. Currently, data from these tests and other laboratory data are managed on Excel worksheets which is cumbersome, inherently vulnerable to user error, and considered to be an outdated data management method for water quality laboratories of Vallejo's caliber. For ELAP-certified laboratories like Vallejo, a LIMS system is considered industry-standard. A LIMS will provide the Water Department Laboratory with modern data management functionality to ensure accuracy for analysis and regulatory reporting.

A request for proposals (RFP) was advertised for LIMS services on May 4, 2022. Proposals were received from six (6) vendors. Proposals were evaluated on 1) professional qualifications, experience, and references; 2) functionality and technology; 3) implementation, support and training; 4) fee proposal and 5) overall quality of proposal. It should be noted that, based on the above criteria, the City could not select a vendor based solely on lowest bid. Based on these criteria, ATL was the successful respondent, and is being recommended as the vendor to provide LIMS set-up, implementation, and cloud hosting services through a contract in an amount not to exceed $250,000. This action will authorize the City Manager to execute a contract with ATL Date: March 28, 2023
Subject: ADOPTION OF A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A PROFESSIONAL

SERVICES AGREEMENT FOR A LABORATORY INFORMATION MANAGEMENT SYSTEM (LIMS) AND RELATED SERVICES WITH ACCELERATED TECHNOLOGY LABORATORIES, INC.

Page 2 ends

through June 30, 2028.

FISCAL IMPACT
This multi-year agreement for Capital Improvement Project WT7125 (Laboratory Information Management System Project) has a not to exceed amount of $250,000. WT7125 is a bond funded project and there will be no fiscal impact on the General Fund.

ENVIRONMENTAL REVIEW
This action is exempt from the California Environmental Quality Act (CEQA) because it is not a project which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to CEQA Guideline section 15378.

ATTACHMENTS

1. ATL_LIMS_Staff Report Contract

2. LIMS Resolution Final CAO Stamp

CONTACT
Beth Schoenberger, Water Director, (707) 648-543
[email protected]
Professional Services Agreement (Revised 01.2019) Page 1 of 10

PROFESSIONAL SERVICES AGREEMENT
This Professional Services Agreement ("Agreement") is made at Vallejo, California, dated for reference this 6
th day of February, 2022, by and between the
City of Vallejo, a municipal corporation ("City"), and Accelerated Technology Laboratories, Inc. a North Carolina Corporation, hereinafter referred to as “Vendor”, who agree as follows:

1. Services. Subject to the terms and conditions set forth in this Agreement, Vendor shall provide the City professional services as specified in Exhibit A, entitled “Scope of Work.”

2. Payment. City shall pay Vendor for services rendered pursuant to this Agreement at the times and in the manner set forth in Exhibit B, entitled “Compensation.” The payments specified in Exhibit B shall be the only payments to be made to Vendor for services rendered pursuant to this Agreement.

3. Facilities and Equipment. Vendor shall, at its sole cost and expense, furnish all facilities and equipment which may be required for furnishing services pursuant to this Agreement.

4. Indemnification. Vendor shall indemnify, hold harmless, and defend City, its officers, officials, directors, employees, agents, volunteers and affiliates and each of them from any and all claims, demands, causes of action, damages, costs, expenses, actual attorney’s fees, Vendor’s fees, expert fees, losses or liability, in law or in equity, of every kind and nature whatsoever arising out of or in connection with Vendor’s operations, or any subcontractor’s operations, to be performed under this agreement for Vendor’s or subcontractor’s tort negligence including active or passive, or strict negligence, including but not limited to personal injury including, but not limited to bodily injury, emotional injury, sickness or disease, or death to persons and/or damage to property of anyone, including loss of use thereof, caused or alleged to be caused by any act or omission of Vendor, or any subcontractor, or anyone directly or indirectly employed by any of them or anyone for the full period of time allowed by the law, regardless to any limitation by insurance, with the exception of the sole negligence or willful misconduct of the City.

The provisions of this section shall survive the expiration or termination of this Agreement.

5. Insurance Requirements. Vendor agrees to comply with all of the Insurance Requirements set forth in Exhibit C, entitled “Insurance Requirements for Vendor.” Failure to maintain required insurance at all times shall constitute a default and material breach.

Professional Services Agreement (Revised 01.2019) Page 2 of 10

6. Accident Reports. Vendor shall immediately report (as soon as feasible, but not more than 24 hours) to the City Risk Manager any accident or other occurrence causing injury to persons or property during the performance of this Agreement. The report shall be made in writing and shall include, at a minimum:
(a) the names, addresses, and telephone numbers of the persons involved, (b) the names, addresses, and telephone numbers of any known witnesses, (c) the date, time, and description of the accident or other occurrence.

7. Conflict of Interest. Vendor warrants and represents that to the best of its knowledge, there exists no actual or potential conflict between Vendor’s family, business, real property or financial interests and the services to be provided under this Agreement. Vendor shall comply with the City of Vallejo Conflict of Interest Code and not enter into any contract or agreement during the performance of this Agreement which will create a conflict of interest with its duties to City under this Agreement. In the event of a change in Vendor’s family, business, real property, or financial interests occurs during the term of this Agreement that creates an actual or potential conflict of interest, then Vendor shall disclose such conflict in writing to City. Every individual who performs services on behalf of Vendor pursuant to this Agreement must file a full Statement of Economic Interests (also known as Form 700) with the City Clerk if the work of the individual involves making a governmental decision whether to issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement; authorizes the City to enter into, modify, or renew a contract; grants City approval of specifications for a contract; adopts or approves for the City any policy, standard or guideline; lobbies on behalf of the City, or performs the same or substantially all the same duties for the City that would otherwise be performed by an individual holding a position specified in the City’s Conflict of Interest Code.

8. Independent Contractor. Vendor is an independent contractor. Neither Vendor nor any of Vendor’s officers, employees, agents, or subcontractors, if any, is an employee of City by virtue of this Agreement or performance of any services pursuant to this Agreement. City shall have the right to control Vendor only insofar as the results of Vendor’s services rendered pursuant to this Agreement; however, City shall not have the right to control the means by which Vendor accomplishes services pursuant to this Agreement.

9. Licenses, Permits, Etc. Vendor represents and warrants to City that all Vendor services shall be provided by a person or persons duly licensed by the State of California to provide the type of services to be performed under this Agreement and that Vendor has all the permits, qualifications and approvals of whatsoever nature which are legally required for Vendor to practice its profession.

Vendor represents and warrants to City that it shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals which are legally required for Vendor to practice its profession.

10. Business License. Vendor, and its subcontractors, has obtained or agrees Professional Services Agreement (Revised 01.2019) Page 3 of 10 to apply prior to performing any services under this Agreement to City’s Finance Department for a business license, pay the applicable business license tax and maintain said business license during the term of this Agreement. The failure to obtain such license shall be a material breach of this Agreement and grounds for termination by City. No payments shall be made to Vendor until such business license(s) has been obtained.

11. Standard of Performance. Vendor shall provide products and perform all services required pursuant to this Agreement in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised under similar conditions by a member of Vendor’s profession currently practicing in California.

Vendor is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work, including without limitation applicable federal, state, and local laws and regulations, and all other contingencies or considerations.

Vendor’s responsibilities under this section shall not be delegated. Vendor shall be responsible to City for acts, errors, or omissions of Vendor’s subcontractors.

Vendor is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work and shall prepare plans, reports, and/or other work products in such a way that additional costs will not be incurred beyond a project budget approved or amended by the City Manager or his or her designee.

Whenever the scope of work requires or permits review, approval, conditional approval or disapproval by City, it is understood that such review, approval, conditional approval or disapproval is solely for the purposes of administering this Agreement and determining whether the Vendor is entitled to payment for such work, and not be construed as a waiver of any breach or acceptance by the City of any responsibility, professional or otherwise, for the work, and shall not relieve the Vendor of responsibility for complying with the standard of performance or laws, regulations, industry standards, or from liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of Vendor.

12. Force Majeure. Neither party shall be considered in default of this Agreement to the extent performances are prevented or delayed by causes or circumstances beyond either party’s reasonable control, such as war, riots, strikes, lockouts, work slowdown or stoppage, acts of God, such as floods or earthquakes, and electrical blackouts or brownouts.

In the event that the Vendor is unable to meet the completion date or schedule of services, Vendor shall immediately inform the City Representative of this in writing.

Professional Services Agreement (Revised 01.2019) Page 4 of 10 If additional time is required to perform the work, the City Representative may adjust the schedule.

13. Time is of the Essence. Time is of the essence in this Agreement. Any reference to days means calendar days, unless otherwise specifically stated.

14. Personnel. Vendor agrees to assign only competent personnel according to the reasonable and customary standards of training and experience in the relevant field to perform services under this Agreement. Failure to assign such competent personnel shall constitute grounds for termination of this Agreement.

The payment made to Vendor pursuant to this Agreement shall be the full and complete compensation to which Vendor and Vendor’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither Vendor nor Vendor’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. The City will not make any federal or state tax withholdings on behalf of Vendor. The City shall not be required to pay any workers' compensation insurance on behalf of Vendor.

Vendor shall pay, when and as due, any and all taxes incurred as a result of Vendor’s compensation hereunder, including estimated taxes, and shall provide City with proof of such payments upon request.

15. Vendor Not Agent. Except as authorized under this Agreement or as City may authorize in a letter of authorization signed by the City Manager or his or her designee, Vendor shall have no authority, express or implied to act on behalf of City in any capacity whatsoever as an agent. Vendor shall have no authority, express or implied, under this Agreement, to bind City to any obligation whatsoever.

16. Term. The term of this Agreement shall commence on April 1, 2023 and shall continue in full force and effect until June 30, 2028.

If funds to effect such continued payment are not appropriated, Vendor agrees to terminate any services supplied to City of Vallejo under this Agreement, and relieve City of any further obligation therefore.

17. Termination or Abandonment by City. The City has the right, at any time and in its sole discretion, to immediately terminate or abandon any portion or all of the services to be provided under this Agreement by giving notice to Vendor. Upon receipt of a notice of termination, Vendor shall perform no further work except as specified in the notice. Before the date of termination, Vendor shall deliver to City Professional Services Agreement (Revised 01.2019) Page 5 of 10 all City records and documents, all work product, whether completed or not, as of the date of termination and not otherwise previously delivered.

The City shall pay Vendor for services performed in accordance with this Agreement before the date of termination. If this contract provides for payment of a lump sum for all services or by task and termination occurs before completion of the work or any defined task which according to the performance schedule was commenced before the notice of termination, the fee for services performed shall be based on an amount mutually agreed to by City and Vendor for the portion of work completed in conformance with this Agreement before the date of termination. In addition, the City will reimburse Vendor for authorized expenses incurred and not previously reimbursed. The City shall not be liable for any fees or costs associated for the termination or abandonment except for the fees, and reimbursement of authorized expenses, payable pursuant to this section.

18. Products of Consulting Services. The work product, including without limitation, all writings, work sheets, reports, recordings, drawings, files, detailed calculations and other work products, whether complete or incomplete, of Vendor resulting from services rendered pursuant to this Agreement, shall become the property of City. Vendor agrees that all copyrights which arise from creation of the work under this Agreement shall be vested in the City and waives and relinquishes all claims to copyright or other intellectual property rights in favor of the City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of work and that the Vendor makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of work.

Documents submitted to the City in electronic format shall be formatted according to specifications provided by the City, or if not otherwise specified, in Microsoft Word, Excel, PowerPoint or other Microsoft Office Suite (2002) format as appropriate for the particular work product or, if directed by the City Representative in Adobe Acrobat PDF format.

19. Cooperation by City. City shall, to the extent reasonable and practicable, assist and cooperate with Vendor in the performance of Vendor’s services hereunder.

20. Assignment and Subcontracting. Vendor shall not subcontract, assign or transfer voluntarily or involuntarily any of its rights, duties or obligation under this Agreement without the express written consent of the City Manager or his or her designee in each instance. Any attempted or purported assignment of any right, duty or obligation under this Agreement without said consent shall be void and of no effect.

If subcontracting of work is permitted, Vendor shall pay its subcontractor within ten (10) days of receipt of payment by City for work performed by a subcontractor and Professional Services Agreement (Revised 01.2019) Page 6 of 10 billed by the Vendor. Use of the term subcontractor in any other provision of this contract shall not be construed to imply authorization for Vendor to use subcontractors for performance of any service under this Agreement.

The City is an intended beneficiary of any work performed by Vendor’s subcontractor for purposes of establishing a duty of care between the subcontractor and City.

Any subcontractor or assignee consented to by City shall be bound by all terms and conditions of this agreement and the same shall be incorporated into and made a part of any assignment or subcontractor agreement.

21. Successors and Assigns. All terms, conditions, and provisions of this Agreement shall apply to and bind the respective heirs, executors, administrators, successors, and assigns of the parties. Nothing in this section is intended to affect the limitation on assignment.

22. Non-Discrimination/Fair Employment Practices.
(a) Vendor shall not, because of race, religious creed, color, sex, national original, ancestry, disability, medical condition, age, marital status or sexual orientation of any person, refuse to hire or employ, or to bar or discharge from employment, or to discriminate in compensation, or in terms, conditions or privileges any person, and every employee will receive equal opportunity for employment and shall be granted equal treatment with respect to compensation, terms, conditions or other privileges of employment, without regard to his race, religious creed, color, sex, national origin, ancestry, or disability, medical condition, age, marital status or sexual orientation.

Vendor warrants and represents it is an equal opportunity employer and agrees it shall not discriminate on the basis of race, religious creed, color, sex, national origin, ancestry, disability, medical condition, age, marital status or sexual orientation in the selection and retention of employees, subcontractors or procurement of materials or equipment.

In all solicitations either by competitive bidding or negotiations made by Vendor for work to be performed under any subcontract, including procurement of materials or equipment, each potential subcontractor or supplier shall be notified by Vendor of Vendor’s obligation under this Agreement relative to nondiscrimination and fair employment practices.

Vendor shall include the above provisions of this section in every subcontract, including procurement of materials or equipment.
(b) Vendor agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Professional Services Agreement (Revised 01.2019) Page 7 of 10 Disabilities Act of 1990, any other applicable federal and state laws and regulations and City ordinances and regulations hereinafter enacted.

23. Notices. All notices or instruments required to be given or delivered by law or this Agreement shall be in writing and shall be effective upon receipt thereof and shall be by personal service or delivered by depositing the same in any United States Post Office, registered or certified mail, postage prepaid, addressed to:

If to City:

Beth Schoenberger
Water Director
202 Fleming Hill Road
Vallejo, CA 94589
If to Vendor:

Christine Paszko, Ph.D.

Sr. Vice President, Sales & Marketing
Accelerated Technology Laboratories Inc
496 Holly Grove School Road
West End, NC 27376
Any party may change its address for receiving notices by giving written notice of such change to the other party in accordance with this section.

Routine administrative communications shall be made pursuant to section 1 of Exhibit A.

24. Integration Clause. This Agreement, including all Exhibits, contains the entire agreement between the parties and supersedes whatever oral or written understanding they may have had prior to the execution of this Agreement. This Agreement shall not be amended or modified except by a written agreement executed by each of the parties hereto.

25. Severability Clause. Should any provision of this Agreement ever be deemed to be legally void or unenforceable, all remaining provisions shall survive and be enforceable.

26. Law Governing. This Agreement shall in all respects be governed by the law of the State of California without regard to its conflicts of law rules. Litigation arising out of or connected with this Agreement shall be instituted and maintained in the courts of Solano County in the State of California or in the United States District Court, Eastern District of California, Sacramento, California, and the parties Professional Services Agreement (Revised 01.2019) Page 8 of 10 consent to jurisdiction over their person and over the subject matter of any such litigation in such courts, and consent to service of process issued by such courts.

27. Waiver. Waiver by either party of any default, breach or condition precedent shall not be construed as a waiver of any other default, breach or condition precedent or any other right hereunder.

28. Ambiguity. The parties acknowledge that this is a negotiated agreement, that they have had the opportunity to have this Agreement reviewed by their respective legal counsel, and that the terms and conditions of this Agreement are not to be construed against any party on the basis of such party's draftsmanship thereof.

29. Gender. All pronouns and any variations thereof shall be deemed to refer to the masculine, feminine, neuter, singular or plural, as the identifications of the person or persons, firm or firms, corporation or corporations may require.

30. Headings. The section headings contained in this Agreement are inserted for convenience only and shall not affect in any way the meaning or interpretation of this Agreement.

31. Compliance with Laws. Vendor will comply with all statutes, regulations and ordinances in the performance of all services under this Agreement.

32. Confidentiality of City Information. During the performance of services under this Agreement, Vendor may gain access to and use City information regarding, but not limited to, procedures, policies, training, operational practices, and other vital information (hereafter collectively referred to as "City Information") which are valuable, special and unique assets of the City. Vendor agrees that it will not use any information obtained as a consequence of the performance of services under this Agreement for any purpose other than fulfillment of Vendor’s scope of work , to protect all City Information and treat it as strictly confidential and proprietary to City, and that it will not at any time, either directly or indirectly, divulge, disclose or communicate in any manner any City Information to any third party, other than its own employees, agents or subcontractors who have a need for the City Information for the performance of services under this Agreement, without the prior written consent of City, or as required by law.

Vendor shall treat all records and work product prepared or maintained by Vendor in the performance of this Agreement as confidential.

A violation by Vendor of this section shall be a material violation of this Agreement and will justify legal and/or equitable relief.

Vendor’s obligations under this section shall survive the completion of services, expiration or termination of this Agreement.

Professional Services Agreement (Revised 01.2019) Page 9 of 10

33. News and Information Release. Vendor agrees that it will not issue any news releases in connection with either the award of this Agreement, or any subsequent amendment of or efforts under this Agreement, without first obtaining review and approval of said news releases from City through the City Representative.

34. City Representative. The City Representative specified in Exhibit A, or the representative's designee, shall administer this Agreement for the City.

35. Counterparts. The parties may execute this Agreement in one or more counterparts, each of which shall be deemed an original, but all of which together shall be deemed one and the same instrument.

36. Facsimile Signature; Electronic Signature. This Agreement shall be binding upon the receipt of facsimile signatures or e-mailed by PDF or otherwise.

Any person transmitting his or her signature by facsimile or electronically shall promptly send an original signature to the other party pursuant to the notice provision of this Agreement. The failure to send an original shall not affect the binding nature of this Agreement.

37. Authority. The person signing this Agreement for Vendor hereby represents and warrants that he/she is fully authorized to sign this Agreement on behalf of Vendor.

38. Exhibits. The following exhibits are attached hereto and incorporated herein by reference:

Exhibit A, entitled “Scope of Work,” including any attachments Exhibit B, entitled “Compensation,” including any attachments Exhibit C, entitled “Insurance Requirements,” including attachments [SIGNATURES ON FOLLOWING PAGE]
Professional Services Agreement (Revised 01.2019) Page 10 of 10 IN WITNESS WHEREOF, the parties have executed this Agreement on the day and year shown below the name of each of the parties.

ACCELERATED TECHNOLOGY
LABORATORIES, INC.
a North Carolina corporation
By:

Christine Paszko, Ph.D.

Sr. Vice President, Sales & Marketing
DATE:

Vallejo Business License No.
(City Seal)

CITY OF VALLEJO,
a municipal corporation
By:

Mike Malone
City Manager
DATE:

ATTEST:

By:

Dawn Abrahamson
City Clerk

APPROVED AS TO CONTENT
By:

Beth Schoenberger
Water Director
APPROVED AS TO FORM:

By: For:

Veronica A.F. Nebb
City Attorney
APPROVED AS TO INSURANCE:

By:

Armond Sarkis
Risk Manager
Professional Services Agreement (Revised 01.2019) Page 1 of 2 Exhibit A – Scope of Work

EXHIBIT A

SCOPE OF WORK

1. Representatives. The City Representative for this Agreement is:

Vidia Gillula
Water Quality Manager
Water Department
202 Fleming Hill Road
Vallejo, CA 94589
707-649-3472
[email protected]
The Vendor’s Representative for this Agreement is:

Christine Paszko, Ph.D.

Sr. Vice President, Sales & Marketing
Accelerated Technology Laboratories, Inc.
496 Holly Grove School Road
West End, NC 27376
910-673-8165
[email protected]
All routine administrative communications between the parties will be between the above-named representatives and may be by personal delivery, mail, facsimile transmission, or electronic mail as agreed between the Vendor Representative and City’s Representative.

2. Services to be Provided. The services provided shall be as set forth in Attachment 1 of Exhibit A, attached hereto and incorporated herein by this reference.

3. Time for Performance. Vendor will perform the services through June 30, 2028. If the schedule calls for the services to be performed in phases or discrete increments, Vendor shall not proceed from one phase or increment to the next without written authorization from the City’s Representative.

4. Key Personnel. All of the individuals identified below are necessary for the successful prosecution of the services due to their unique expertise and depth and breadth of experience. There shall be no change in the personnel listed below, without written approval of the City Representative. Vendor recognizes that the composition of this team was instrumental in the City’s decision to award the work to Vendor and that compelling reasons for substituting these individuals must be demonstrated for the City’s consent to be granted. Any substitutes shall be persons Professional Services Agreement (Revised 01.2019) Page 2 of 2 Exhibit A – Scope of Work
of comparable or superior expertise and experience. Failure to comply with the provisions of this section shall constitute a material breach of Vendor’s obligations under this Agreement and shall be grounds for termination.

Key personnel are as follows:
• Charles Hindgaugh – Sr. Project Manager
• Dr. Richard Danielson – Sr. Account Executive
• Thomas Klinckman, Ph.D. – Director of Professional Services • David Sloan – Sr. Implementation Engineer
• Joanne Dussourd, Ph.D. – Sr. Application Developer
• Ed Howland – Technical Implementation Engineer
• Christine Paszko, Ph.D. – Sr. VP, Sales & Marketing
Professional Services Agreement (Revised 01.2019) Page 1 of 3 Exhibit B - Compensation

EXHIBIT B

COMPENSATION

1. Vendor’s Compensation.

A. Services: City agrees to pay Vendor, at the rate(s) specified below, for those services set forth in Exhibit A of this Agreement and for all authorized reimbursable expenses, for a total not to exceed Two Hundred Twelve Thousand Seven Hundred Thirty-One Dollars and 48 Cents ($212,731.48).

Vendor shall notify City in writing no later than thirty (30) days prior to the estimated date when Vendor will have billed City the maximum payment amount permitted under this Agreement, and Vendor shall provide City with an estimate of the additional compensation required to complete the project.

B. Additional Services:

1. Additional Services are those services related to the scope of Services of Vendor as set forth in Exhibit A but not anticipated at the time of execution of this Agreement. Additional Services shall be provided only when a Supplemental Agreement authorizing such Additional Services is approved by the City Manager, or his or her designee. City reserves the right to perform any Additional Services with its own staff or to retain other Vendors to perform said Additional Services.

2. Vendor’s compensation for Additional Services shall be based on the total number of hours spent on Additional Services multiplied by the employees' appropriate billable hourly rate as established below. City, at its option, may negotiate a fixed fee for some or all Additional Services as the need arises. Where a fixed fee for Additional Services is established by mutual Agreement between City and Vendor, compensation to Vendor shall not exceed the fixed fee amount.

2. Appropriate Rates for Services and Additional Services.

Vendor’s rates shall be listed in Attachment 1 of Exhibit B, attached hereto and incorporated herein by this reference.

3. Vendor’s Reimbursable Expenses. Reimbursable Expenses shall be limited to actual reasonable expenditures of Vendor for expenses that are necessary for the proper completion of the Services and shall only be payable if specifically authorized in advance by City.

4. Payments to Vendor.

A. Payments to Vendor shall be made within a reasonable time after receipt of Professional Services Agreement (Revised 01.2019) Page 2 of 3 Exhibit B - Compensation
Vendor’s invoice, said payments to be made in proportion to services performed.

Vendor may request payment on a monthly basis. Vendor shall be responsible for the cost of supplying all documentation necessary to verify the monthly billings to the satisfaction of City.

B. All invoices submitted by Vendor shall contain the following information:

1. Description of services billed under this invoice

2. Date of Invoice Issuance

3. Sequential Invoice Number

4. City’s Purchase Order Number (if issued)

5. Social Security Number or Taxpayer Identification Number

6. Amount of this Invoice (Itemize all Reimbursable Expenses”)

7. Total Billed to Date
C. Items shall be separated into Services and Reimbursable Expenses.

Billings that do not conform to the format outlined above shall be returned to Vendor for correction. City shall not be responsible for delays in payment to Vendor resulting from Vendor’s failure to comply with the invoice format described above.

D. Request for payment shall be sent to:

City of Vallejo Water Department
Accounting Clerk
Water Department
202 Fleming Hill Road
Vallejo, CA 94589
[email protected]

5. Accounting Records of Vendor. Vendor shall maintain for three (3) years after completion of all services hereunder, all records under this Agreement, including, but not limited to, records of Vendor’s direct salary costs for all Services and Additional Services performed under this Agreement and records of Vendor’s Reimbursable Expenses, in accordance with generally accepted accounting practices. Vendor shall keep such records available for audit, inspection and copying by representatives of the City’s Finance Department or other government agencies during regular business hours upon twenty-four (24) hours’ notice.

The obligations of Vendor under this section shall survive this Agreement.

6. Taxes. Vendor shall pay, when and as due, any and all taxes incurred as a result of Vendor’s compensation hereunder, including estimated taxes, and shall provide City with proof of such payments upon request.

Professional Services Agreement (Revised 01.2019) Page 3 of 3 Exhibit B - Compensation

7. Taxpayer Identification Number. Vendor shall provide City with Vendor’s complete Request for Taxpayer Identification Number and Certification, Form W9, as issued by the Internal Revenue Service, and any other State or local tax identification number requested by City.

Professional Services Agreement (Revised 01.2019) Page 1 of 3 Exhibit C – Insurance Requirements

EXHIBIT C

INSURANCE REQUIREMENTS
Vendor shall procure and maintain for the duration of this Agreement, including any extensions thereto, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of services hereunder by the Vendor, their agents, representatives, or employees or subcontractors.

1. Minimum Scope of Insurance. Coverage shall be at least as broad as:

A. Insurance Services Office form number GL 0002 covering Comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability; or Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).

B. Insurance Services Office form number CA 0001 covering Automobile Liability, code 1 any auto and endorsement CA 0025.

C. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.

D. Professional Liability insurance appropriate to the Vendor’s profession (Errors and Omission).

2. Minimum Limits of Insurance. Vendor shall maintain limits no less than:

A. General Liability: $2,000,000 per occurrence for bodily injury, personal injury, and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

B. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

C. Workers’ Compensation and Employer's Liability: $1,000,000 per accident for bodily injury or disease. If Vendor is not subject to California Workers’ Compensation requirements, Vendor shall file a completed certificate of exemption form which may be obtained from the City prior to commencing any activity authorized hereunder.

Professional Services Agreement (Revised 01.2019) Page 2 of 3 Exhibit C – Insurance Requirements
D. Professional Liability (Errors and Omission): $1,000,000 combined single limit per occurrence, and annual aggregate.

3. Deductible and Self-Insured Retention. Any deductibles or self-insured retention must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City of Vallejo, its officers, officials, employees and volunteers; or the Vendor shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.

4. Other Insurance Provisions. The general liability and automobile liability policies, as can be provided, are to contain, or be endorsed to contain, the following provisions:

A. The City of Vallejo, its officers, officials, employees, agents and volunteers are to be covered as additional insureds as respects; liability, including defense costs, arising out of activities performed by or on behalf of the Vendor; products and completed operations of the Vendor; premises owned, occupied or used by the Vendor; or automobiles owned, leased hired or borrowed by the Vendor. The coverage shall contain no special limitations on the scope of protection afforded to the City of Vallejo, its officers, officials, employees, agents or volunteers. The insurance is to be issued by companies licensed to do business in the State of California.

B. For any claims related to this project, the Vendor's insurance coverage shall be primary insurance as respects the City of Vallejo, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City of Vallejo, its officers, officials, employees, agents, or volunteers shall be excess of the Vendor's insurance and shall not contribute with it.

C. Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees, agents, or volunteers.

D. The Vendor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

E. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City.

F. The workers’ compensation and employer’s liability policy required hereunder shall be endorsed to state that the workers' compensation carrier Professional Services Agreement (Revised 01.2019) Page 3 of 3 Exhibit C – Insurance Requirements
waives its right of subrogation against City, its officers, officials, employees, agents and volunteers, which might arise by reason of payment under such policy in connection with Vendor’s performance under this Agreement.

5. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII.

6. Verification of Coverage. Vendor shall furnish the City with certificates of insurance and original endorsements effecting general and automobile liability insurance coverage required by this clause. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences.

7. Subcontractors. Vendor shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.

8. Payment Withhold. City will withhold payments to Vendor if the certificates of insurance and endorsements required in Paragraph F, above, are canceled or Vendor otherwise ceases to be insured as required herein. 7 SECTION II

BACKGROUND AND SCOPE OF WORK
A. BACKGROUND
The City is soliciting proposals from qualified respondents for a LIMS, along with related implementation services, to include, but not limited to:
• General LIMS Specifications
o The LIMS shall allow multiple users to access the data simultaneously for data entry and retrieval without locking each other out.
o The LIMS shall be capable of adding fields without the need for Contractor support and it must be designed so that routine upgrades and maintenance do not require reconfiguration of the system. Any added fields should not compromise the system database.
o System design will allow upgrades or changes to the system that do not require extensive reconfigurations, or adversely affect the database.
o The LIMS shall be capable of supporting at least seven concurrent users. o The LIMS should have sufficient record handling capacity to allow storage / viewing of current and historical laboratory data for at least a ten-year period. o The LIMS should be capable of assigning various levels of access to individuals for security purposes.
o The LIMS should be capable of providing a complete and comprehensive audit trail of all entries and activities to be ELAP and TNI compliant.
• Functional LIMS Specifications
o Document Management
o Corrective and Preventive Action reports
o Sample Planning and Scheduling
o Sample Log-in and Tracking
o Worklists and Batching
o Analysis and Data Entry
o Data Review and Approval
o Quality Assurance / Quality Control (QA/QC)
o Data Transfer/Instrument Integration
o Reporting
o Laboratory Support
o Data Migration and Interoperability
o Technical Requirements
o User and Security Requirements
o Technology
The City of Vallejo Water Quality Laboratory consists of the Water Quality Manager, Laboratory Supervisor, Water Quality Analyst, two laboratory analysts and an intern, all of whom will require access to the new system as well as our IT Manager.

B. SCOPE OF WORK
Proposals submission must, at minimum, be able to provide all services/deliverables and meet all timelines stated below:
8 C. IMPLEMENTATION
Project Control Plan
The Contractor shall submit a project control plan within ten (10) business days of execution of the contract. The plan shall consist of the following:

1. Work Breakdown Structure
a. A hierarchical chart showing the top-down relationship of all tasks and activities.

2. Summary Project Control Chart
a. A chart showing all tasks, the critical path and all task dependencies.

3. Milestone Chart
a. A list of milestones with completion dates.

4. Work Plan
a. An organized list of specific tasks, including responsibility for each task, level of effort in terms of people hours, and beginning and ending dates. Should include installation, testing, and acceptance plans and dates.

5. Training Plan
a. Include proposed course outlines.

This plan must also address anticipated City of Vallejo resource needs.

System Documentation
The Contractor shall submit a Functional Requirements Document to the City for approval no later than ten (10) business days following contract award:

1. Statement of the constraints within which the System shall function.

2. Description of the process by which the requirements will be satisfied, including:
a. Overall system narrative
b. System flow chart
c. Data flow diagram which depicts the interactions of system functions

3. Inventory of System Inputs

4. Inventory of expected outputs from the system (listing, reports, notification, displays, etc.)

5. Description of the conversion plans and how the system will interact with existing processes and procedures.

6. Description of the overall security measures to be used by the system, both technological and physical.

7. Test plan that will meet the acceptance requirements set forth within.

System Implementation
The Contractor shall:

1. Deploy the system for production (live) use no later than the week of [July 1st, 2023] or earlier.

2. Install the necessary hardware and software at the City sites and initialize the system.

3. Perform necessary tests on the installed system components to ensure system is functional.

4. Develop and conduct training for both administrators and users. Training is expected to include security configuration, user setup, daily operations, and cover such items as preventative maintenance, troubleshooting, and routine maintenance as well.

5. Provide documentation including operating manuals and online help at no additional cost. A data dictionary and layout for the database should also be provided. The City shall be granted the right to reproduce any training materials for its internal use.

6. Develop a test system designed to aid in the training of personnel and test new functionality prior to its implementation in the production system. This system shall be separate from, but 9 parallel to, the operations version of the system to facilitate training without the possibility of inadvertently affecting live data on the actual production database.

7. Convert data from the current system as necessary.

8. Start up and monitor the entire system, taking immediate corrective action on areas which are not operating in accordance with the requirements contained herein.

9. Provide a reporting tool to aid in monitoring system performance.

10. Respond immediately to reports from the City of system failure and take immediate corrective action.

Initial System Testing
The initial system test will be used to verify that the system is operating within the City’s Requirements as described in this RFP. The Contractor shall submit a system wide test plan detailing the transactions, conditions, and desired results to the City for approval no later than ten (10) business days after contract award.

The Contractor shall conduct the approved test plan and provide the results to the City for approval prior to the City putting the System into production environment.

The Contractor shall make all adjustments and modifications to the System to conform to the City’s requirements at its own cost and expense.

The test schedules shall be at mutually agreed dates and times between the City and the Contractor.

System Reliability Testing
The system reliability test will be used to verify that the system is operable within the time parameters and performance levels as described in this RFP. The System Reliability Test period shall begin no later than two (2) business days after the System is ready for City use, and all required data is on the System.

The test shall be considered successful when the System has been operable for a period of fourteen (14) calendar days, during which no less than ninety-nine (99%) of the System has been functioning at an acceptable level of performance.

Acceptance Testing
A detailed acceptance testing plan of the proposed solution shall be provided by each Respondent in their response to this RFP for approval by the City. The written plan shall define in detail the manner of testing the system (hardware and software) for its compliance with the functional requirements stated within the RFP. On approval by City, the acceptance testing plan shall become the basis for acceptance of the functional performance of the systems in the contract for services and may be used as a performance indicator for payment purposes. In the event the City requires a modification to the acceptance testing plan during the contract term but before final approval, the Selected Respondent shall respond to the City's Request for the change within seven (7) calendar days.

C. FEE PROPOSAL
Fee Proposal Summary Breakdown
o In addition to your detailed fee breakdowns, please be sure to summarize all your detailed costs into the Total Fee Summary table below. This should give the City a snapshot of the Total Cost of Ownership over a 5-year period of time.

Item Description Year 1 Year 2 Year 3 Year 4 Year 5 TOTAL Total Hardware Cost
Barcode Starter Package
$2,995.00 $2,995.00
Total Software Cost
(Software Cost shown in
Hosting Service Cost)
Total Implementation
Professional Services,
includes Training and Travel
$57,240.00 $57,240.00
Total Hosting Service
Cost (if applicable)
Sample Master®: $27,974.40
ExcelExpress: $796.00
$28,770.40 $28,969.40 $28,969.40 $29,693.64 $29,693.64 $146,096.48 Total Options Cost
(Enhancement Tools)
Instrument Interface Parsers:
$1,900
DB Audit: $823
(Special Discount: - $823)
$1,900.00 $1,900.00
Total Options
Service Cost
Annual Maintenance
Cost
Gold
Support
Included
Gold
Support
Included
Gold
Support
Included
Gold
Support
Included
Gold
Support
Included
Gold Support
Included
Additional Costs:

Cloud Services Account
Initiation
$4,500.00 $4,500.00
Grand Total $95,405.40 $28,969.40 $28,969.40 $29,693.64 $29,693.64 $212,731.48

Page 38 ends

REQUEST FOR PROPOSAL

LABORATORY INFORMATION MANAGEMENT SYSTEM (LIMS)
City of Vallejo, California
Water Department
Water Quality Laboratory
Proposal Due Date:

June 6th, 2022 by 5:00 PM (Pacific Time)
Issued by:

City of Vallejo
Water Department
Water Quality Laboratory
202 Fleming Hill Rd.

Vallejo, California 94589
2 Table of Contents
SECTION I INSTRUCTION TO RESPONDENTS................................................................................................3 SECTION II BACKGROUND AND SCOPE OF WORK........................................................................................7 SECTION III EVALUATION CRITERIA............................................................................................................10 SECTION IV MINIMUM INFORMATION REQUIRED ...................................................................................13 ATTACHMENT A SYSTEM REQUIREMENTS WORKBOOK...........................................................................18 APPENDIX A: SAMPLE PROFESSIONAL SERVICES AGREEMENT..................................................................44 3 SECTION I

INSTRUCTION TO RESPONDENTS
A. OBJECTIVE
The objective of this request for proposal (RFP) is to seek proposals from qualified software vendors for a Laboratory Information Management System (LIMS), along with related implementation services.

The new system is intended to be a solution that leverages current technology and includes functionality that will improve the City of Vallejo Water Quality Laboratory’s operations.

B. QUESTIONS OR CLARIFICATIONS OF RFP REQUIREMENTS
The RFP is issued by the City of Vallejo, Water Quality Laboratory. All questions regarding this RFP shall be submitted via email. Emailed questions and inquiries will be accepted from any and all prospective respondents in accordance with the terms and conditions of this RFP.

All questions shall be submitted on or before [May 19th, 2022], at 3:00 PM and should be addressed as follows:

General RFP questions:

Vidia Gillula, Laboratory Supervisor – [email protected] Danielle Bonham, Water Quality Manager – [email protected] Questions concerning the City’s computer system:

James Rollins, IT Manager – [email protected] C. PRE-PROPOSAL MEETING
There will be no pre-proposal meeting.

D. ADDENDUM
All interpretation or correction, as well as any additional RFP provisions that the City may decide to include, will be made only as an official addendum that will be provided to all known bidders and it shall be the bidder’s responsibility to ensure they have received all addendums before submitting a bid. Any addendum issued by the City shall become part of the RFP and will be incorporated in the proposal. The City will not be bound by oral responses to inquiries or written responses other than written addenda.

E. PROPOSAL REQUIREMENTS
To be considered, each vendor must submit a response to this RFP using the format provided in Section IV. No other distribution of proposals is to be made by the respondent.

The proposal must be signed in ink by an official authorized to bind the submitter to its provisions. Each proposal must remain valid for at least ninety (90) days from the due date of this RFP.

Proposals should be prepared simply and economically providing a straightforward, concise description of the Respondent’s ability to meet the requirements of the RFP.

Each person signing the Proposal certifies that he/she is the person in the Contractor’s firm/organization responsible for the decision as to the fees being offered in the Proposal and has not and will not participate in any action contrary to the terms of this provision.
4 F. SEALED PROPOSAL SUBMISSION
All Proposals are due and must be delivered to the City of Vallejo Water Quality Laboratory on or before, [June 6th, 2022] by 5:00 PM (Pacific Time). Proposals may be submitted by email to [[email protected]] or by physical delivery to:

Vidia Gillula
City of Vallejo, Water Department
202 Fleming Hill Road
Vallejo, CA 94589
Proposals submitted late, will not be considered or accepted.

Proposals submitted must be clearly marked with:

RFP: CITY OF VALLEJO-LABORATORY INFORMATION MANAGEMENT SYSTEM (LIMS).

All Proposals received on or before the Due Date will be opened and recorded immediately. No immediate decisions will be rendered.

The City will not be liable to any respondent for any unforeseen circumstances, delivery or postal delays.

Postmarking on the due date will not substitute for receipt of the proposal. Each respondent is responsible for submission of their Proposal.

Additional time will not be granted to a single respondent; however, additional time may be granted to all respondents when the City determines that circumstances are warranted.

A proposal will be disqualified if it does not include all information requested including the following:

1. The forms provided: Attachment A - System Requirements must be included in submitted proposals.

Proposals that fail to provide these completed forms listed above upon proposal opening will be deemed non-responsive and will not be considered for award.

G. SELECTION CRITERIA
Responses to this RFP will be evaluated using a point system, as shown in Section III.

The evaluation will be completed by a selection committee of the City of Vallejo’s Water Department and Water Quality Laboratory staff.

After initial evaluation, the City will determine which, if any, respondents will be interviewed.

If the City elects to interview Respondents, during the interviews, the selected respondents will be given the opportunity to provide an onsite or virtual demo, discuss their proposal, qualifications, past experience, and their fee proposal in more detail. The City further reserves the right to interview the key personnel assigned by the Contractor for this project. Interviews and demonstrations will be scheduled at Water Quality Laboratory staff’s convenience. Respondents are expected to be available during this time for interviews and demos if requested. Where applicable, the City will work with each firm to determine an interview and demonstration date and time that works for all parties.

All Proposals submitted may be subject to clarifications and further negotiation. All agreements resulting 5 from negotiations that differ from what is represented within the RFP or in the Respondent’s response shall be documented and included as part of the final contract.

H. TYPE OF CONTRACT
A sample of the standard Professional Services Agreement (PSA) is included in Section IV. Those who wish to submit a proposal to the City are required to carefully review this sample agreement. Vendor shall note in its proposal if it has any exceptions to the PSA.

The City reserves the right to award the total proposal, to reject any or all proposals in whole or in part, and to waive any informality or technical defects if, in the City’s sole judgment, the best interests of the City will be so served.

This RFP and the selected consultant’s response thereto, shall constitute the basis of the scope of services in the contract by reference.

I. COST LIABILITY
The City of Vallejo assumes no responsibility or liability for costs incurred by the consultant prior to the execution of a Professional Services Agreement. The liability of the City is limited to the terms and conditions outlined in the Agreement. By submitting a proposal, consultant agrees to bear all costs incurred or related to the preparation, submission, and selection process for the proposal.

J. SCHEDULE
The City has defined the following schedule in regards to this procurement.

Activity/Event Dates and Times
RFP Published [May 2nd, 2022]
Deadline for Respondent Questions and Clarifications [May 19th, 2022], by 3:00 PM Proposals Due [June 6th, 2022], by 5:00 PM
Interviews/Demonstrations TBD
Proposal Selection TBD
Council Approval* IF APPLICABLE, TBD
Note: The above schedule is for information purposes only, and is subject to change at the City’s discretion.
*Contracts valued in excess of $100,000.00 require council approval.

K. IRS FORM W-9
The selected consultant will be required to provide the City of Vallejo an IRS form W-9. 6 L. RESERVATION OF RIGHTS

1. The City reserves the right in its sole and absolute discretion to accept or reject any or all proposals, or alternative proposals, in whole or in part, with or without cause.

2. The City reserves the right to waive, or not waive, informalities or irregularities in terms or conditions of any proposal if determined by the City to be in its best interest.

3. The City reserves the right to request additional information from any or all consultants.

4. The City reserves the right to reject any proposal that it determines to be unresponsive and deficient in any of the information requested within the RFP.

5. The City reserves the right to determine whether the scope of the project will be entirely as described in the RFP, a portion of the scope, or a revised scope be implemented.

6. The City reserves the right to select one or more consultants to perform services.

7. The City reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether that proposal is selected. Submission of a proposal indicates acceptance by the firm of the conditions contained in this RFP, unless clearly and specifically noted in the proposal submitted.

8. The City reserves the right to disqualify proposals that fail to respond to any requirements outlined in the RFP, or failure to enclose copies of the required documents outlined within RFP. 7 SECTION II

1. Work Breakdown Structure
a. A hierarchical chart showing the top-down relationship of all tasks and activities.

2. Summary Project Control Chart
a. A chart showing all tasks, the critical path and all task dependencies.

3. Milestone Chart
a. A list of milestones with completion dates.

5. Training Plan
a. Include proposed course outlines.

This plan must also address anticipated City of Vallejo resource needs.

System Documentation
The Contractor shall submit a Functional Requirements Document to the City for approval no later than ten (10) business days following contract award:

1. Statement of the constraints within which the System shall function.

3. Inventory of System Inputs

4. Inventory of expected outputs from the system (listing, reports, notification, displays, etc.)

5. Description of the conversion plans and how the system will interact with existing processes and procedures.

6. Description of the overall security measures to be used by the system, both technological and physical.

7. Test plan that will meet the acceptance requirements set forth within.

System Implementation
The Contractor shall:

1. Deploy the system for production (live) use no later than the week of [July 1st, 2023] or earlier.

2. Install the necessary hardware and software at the City sites and initialize the system.

3. Perform necessary tests on the installed system components to ensure system is functional.

7. Convert data from the current system as necessary.

8. Start up and monitor the entire system, taking immediate corrective action on areas which are not operating in accordance with the requirements contained herein.

9. Provide a reporting tool to aid in monitoring system performance.

10. Respond immediately to reports from the City of system failure and take immediate corrective action.

The Contractor shall conduct the approved test plan and provide the results to the City for approval prior to the City putting the System into production environment.

The Contractor shall make all adjustments and modifications to the System to conform to the City’s requirements at its own cost and expense.

The test schedules shall be at mutually agreed dates and times between the City and the Contractor.

EVALUATION CRITERIA
Proposal Evaluation
The Selection Committee will perform an initial evaluation of each proposal based on the criteria described below using a 100-point system.
• Professional Qualifications - 5 points
o Qualifications and Experience of Respondent and its Key Personnel o Financial Stability
o Reputation
o Cultural Fit
o Public Sector Experience
• Functionality - 50 points
o Usability
o Flexibility
o Fit to Requirements
o Integration
o Improvements in Efficiency and Effectiveness
• Technology - 20 points
o Integration Capabilities
o Technical fit to Requirements
o Fit to standard Tech Stack
o Data Conversion as necessary
o Future Plans for Software (Enhancements/Upgrades)
• Implementation Approach - 10 Points
o Implementation Approach
o Project Management Process
o Project Timeline
• Support and Training – 10 Points
o Support Model
o Incident Resolution Service Level Agreement
o User Group
o Training Approach
o Documentation
• Fee Proposal - 5 points
o The information requested in this section is required to support the reasonableness of your quotation and is for internal City use only.

The City reserves the right to not consider any proposal which it determines to be unresponsive and/or deficient in any of the information requested for evaluation.

After initial evaluation, the City will determine the top respondents. The City will then determine which, if any, respondents will be interviewed. A proposal with all the requested information does not guarantee the respondent to be a candidate for an interview. The Selection Committee may contact references to verify material submitted by a respondent.

The Committee then will schedule the interviews with the selected respondents. The selected respondents will be given the opportunity to discuss in more detail their qualifications, past experience, proposed work plan and fee proposal. The interview must include the project team members expected to complete a majority of work on the project, but no more than 6 members total; one of which must be the individual who will serve as Project Manager if the respondent is selected. The selected respondents shall be required to provide:
11 • Presentations of their proposals to the Selection Committee. • An end to end demonstration of their proposed system.

The interview shall consist of a presentation of not more than 2 hours followed by questions and answers.

The City reserves the right to conduct site visits in connection with the demonstration of a proposed system.

Following such presentations, including any site visits conducted, the proposals of the Respondents interviewed, may be re-evaluated and adjustments to scoring will be made as appropriate.

Respondent proposals could be further negotiated with the selected Respondent before leading to the award of a contract, if suitable proposals are received.
13 SECTION IV

MINIMUM INFORMATION REQUIRED
Respondents should organize proposals into the following Sections:

A. Professional Qualifications and References
B. Technical Proposal
C. Fee Proposal
D. Authorized Negotiator
E. Appendices
Each Section must include the following information:

A. PROFESSIONAL QUALIFICATION AND REFERENCES
o Provide brief experience summaries of all proposed key personnel, describing their related experience and their proposed roles in the collection process, including system support staff for records, collection staff, and supervisor to oversee this contract. Include an organizational chart showing the team, number of personnel assigned to each function, and where they are located.
o Give a summary of the firm’s history, experience, and qualifications including total number of customers, years in business, locations, size, growth, annual sales, evolution of products and services, scope of product and service lines and customer service. o Include technical capabilities and resources for supporting the services required in this RFP. o Include support policies in regards to staffing and response standards for supporting the services required in this RFP.
o Supply the City with a list of all organizations or municipalities for which the Respondent has provided services that are essentially equivalent to the system and services being proposed to the City and note any significant differences.
o Supply the City with a list of at five (5) organizations or municipalities that are current customers, at least two (2) of which are located in the State of California. These lists should contain the following information:
 Name.
 Address.
 Contact person with knowledge of the system.
 Phone number.
 Software licensed.
 Implementation status.
 Willing to participate in site visit.

B. TECHNICAL PROPOSAL
The technical proposal shall have the following format:

Section 1: Executive Summary
o Provide a management overview of the proposed system. This is intended to be high level in nature and address such general items of interest as system scope, scope of services, hardware and software proposed, and other items that will allow the evaluation personnel to fully understand the proposal.
14 Section 2: System Description
o Provide as much detail as possible to describe the important features of the proposal in terms of meeting the overall and specific requirements. It should contain the following at a minimum:
 Complete description of the proposed approach to the City’s requirements.  Detailed list of proposed hardware and software necessary to perform all required or appropriate interfaces with City’s systems.
 Description of modular integration across human resources, payroll, and time/attendance applications
 Description of the best business practices built into your software o A detailed schematic diagram of any proposed hardware layout for installation within the City’s facilities (if necessary). This diagram will describe where new equipment is to be installed and where existing equipment is to be used or replaced. Please attach any product descriptions, warranties, and/or license information for any hardware included in the schematic diagram. o Optional Proposal Responses and alternatives.

Section 3: Management and Implementation Plan
o Detail the management plan for providing the services, system components and procedures for meeting the requirements of the RFP including all major milestones into a realistic detailed work breakdown structure for all major phases of the project to include, but not limited to  Project Kickoff
 Hardware/Software Installation
 Initial Configuration
 Training Schedule
 Conversion Schedule as necessary
 Form/Interface Schedule
 System & End User Acceptance Testing Plans/Schedule
 Go Live Cutover
 Post Live Support
o This section should specify the proposed completion date for the total system and service implementation and include an effort loaded plan which takes into account Respondent and City resources required to execute the project to completion. o Provide City resource hours estimate to complete the project and recommended role breakdown.

Section 4: Exceptions, Alternatives, and Options
o Where deviations from the specifications may result in lower cost, greater efficiency and/or improved performance, Respondents are encouraged to describe such solutions. Respondents must explain why the alternate proposal will provide equivalent or improved performance.

Alternative proposals shall be labeled ‘Alternative A’, Alternative B’, etc. Pricing proposals shall be labeled to match any alternative proposal submitted.

Section 5: System Requirements
Responses to Detail System requirements in this Section must be provided in ATTACHMENT A.

Respondents must use the format provided and add comments as necessary. Respondents may convert the provided form into an Excel Spreadsheet for ease of use. Additional comments are encouraged and should be placed next to the response. Any false or misleading information will be subject to immediate disqualification of the respondent’s proposal. 15 Instructions
These requirements have been broken down into functional areas. This breakdown in no way seeks to dictate the structure of software to be provided. Please review each requirement and select the appropriate Response Code that best describes your proposed software versions fit.

Response Code Column
Vendors must use one of the following response codes for each functional requirement. Any false or misleading information will be subject to immediate disqualification of the vendor’s proposal.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.)
P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.) C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column.

Customization at zero cost is acceptable. (Please explain.) N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

C. FEE PROPOSAL
The fee proposal shall include a complete detailed fee schedule for every aspect of implementation along with a summarized version of all implementation costs. This needs to factor in the total cost of ownership based on 5 years of operation.
• Hardware
o Provide a detailed itemized list, description, and costs of all major hardware components proposed for the system with model/part numbers and quantities. o Specify whether maintenance will be from original manufacturer, Respondent, or both. o Must include redundancy for mobile devices, download equipment, and CPU components. • Software
o Provide a detailed itemized list, description, and costs of all system software for the proposed solution including release level information.
• Implementation Services
o Provide a detailed itemized list and description of all implementation cost associated with the proposed solution. Be sure to provide hourly breakdowns and rates. • Hosting Services
o Provide a detailed itemized list and description of all hosting service costs associated with the proposed solution if applicable.
• Optional Cost/Services
o Provide a detailed itemized list, description, and cost of any other services to be performed that are not included elsewhere in the cost proposal.
o Provide a detail itemized list, and description of all warranties on hardware and software and any updates/releases for software included as part of the warranty period for the solution as proposed and awarded.
• Post Installation Changes
o Provide cost of services for customer program changes. o List rates of compensation to be charged to the City for any additional services the City requests that are not included as part of the proposal. o Provide a detail itemized list, description, and cost of all services provided under the post installation maintenance agreement
• Sales Taxes
o State of California law exempts the City from the assessment of State Sales Tax on its direct purchases. Contractors who acquire materials, equipment, supplies, etc. for use in City projects are not likewise exempt. No extra payment will be allowed under the contract for failure of the contractor to make proper allowance for taxes it must pay. • Fee Proposal Summary Breakdown
o In addition to your detailed fee breakdowns, please be sure to summarize all your detailed costs into the Total Fee Summary table below. This should give the City a snapshot of the Total Cost of Ownership over a 5-year period of time.

Item Description Year 1 Year 2 Year 3 Year 4 Year 5 Total Total Hardware Cost
Total Software Cost
Total
Implementation
Total Hosting
Service Cost
(if applicable)
Total Options Cost
Total Options Service Cost
Annual Maintenance Cost
Additional Costs:
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)
Grand Total
D. AUTHORIZED NEGOTIATOR
Include the name, phone number, and e-mail address of persons(s) in your organization authorized to negotiate the Scope of Work with the City.

ATTACHMENT A

SYSTEM REQUIREMENTS WORKBOOK
SYSTEM REQUIREMENTS must be completed in full and attached to your RFP response. Respondent may convert into Microsoft Excel Format for convenience.

Instructions
These requirements have been broken down into functional areas. This breakdown in no way seeks to dictate the structure of software to be provided. Please review each requirement and select the appropriate Response Code that best describes your proposed software versions fit.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M - A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.)
P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.)
P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.) C Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.) N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
4 LIMS shall generate a chain-of-custody (COC) report for samples received. • COC templates shall be configurable such that a group of samples collected for a project or customer can be placed on one sheet.
• LIMS can generate COC forms for scheduled samples that are not yet logged in. • COC forms shall be configurable to contain all user defined sample parameters Essential
5 LIMS shall allow the option to automatically login selected routine pre-scheduled samples without first being manually received in the laboratory. Essential 6 Scheduled samples not collected or received shall trigger an alert status or email Essential 7 LIMS shall allow scheduled samples to be cancelled or rescheduled. Essential 8 LIMS shall allow making changes to analyses assigned to scheduled samples. Essential 9 Sample scheduling shall include the following frequencies: daily, specific day(s) of week, monthly, bi-monthly, quarterly, semi-annually, annually and specific date. Essential Sample Planning and Scheduling Questions
ID Vendor Response
1 2
3 4
5 6
7 8
9 Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

T = A third party software product is required in order to provide the requested functionality. (Please include the name of the 3rd party software product as well as any additional cost) V = This feature is not available within the current version of the software, but is currently on our products development roadmap. (Please provide the expected availability date.) B = This feature is not available within the current version of the software, but is currently being tested for release in our next software release. (Please provide the expected availability date.) Sample Log-in and Tracking
ID Requirements Prioritization Response
Code
1 LIMS shall be able to auto-log, pre-log and ad hoc log in samples. Essential 2 LIMS shall assign a unique Field ID code to each scheduled or received sample, and be able to either generate this code or accept an externally-generated Field ID code. Essential 3 LIMS shall assign all logged-in samples (samples received in the laboratory) a unique Sample Identification Number, even if the sample has multiple analyses associated with it. Essential 4 LIMS shall be able to uniquely identify sample containers that hold samples to be tested, including identifying all samples, subsamples, preservations, sample containers, and tests. Essential 5 LIMS shall allow for the simultaneous log-in of different samples at more than one workstation. Essential 6 LIMS shall allow for manual and automatic assignment of sample priorities to samples. Essential 7 LIMS shall have user-configurable log-in templates for routine, scheduled and common sample types. Essential
8 LIMS shall be able to readily retrieve the sample status and location from cradle to grave; starting from sample request, collection, log-in, analysis, quality assurance, review, approval, disposal and or storage
Essential
9 LIMS shall provide sample log-in and sample tracking capabilities to distinguish in-house analyses from contract lab analyses. Essential
10 LIMS shall allow user configurable sample log-in templates to include but not limited to the following information:
● Location of the sample
● Date and time of sample collection
● Sample Collector
● Field ID
● Sample ID
● Unusual sampling conditions (i.e. weather)
● Field test results (temperature, residual Cl, etc.)
● Lab name (lab actually performing test)
● External Lab ID (Contract Lab ID, if applicable)
● Projects ID
● Charge Code (if applicable)
● Tests Assigned
● Preservation
● Holding Time
● Priority
● Date and Time of Sample Receipt
Essential
11 LIMS shall automatically calculate due dates and hold times for preparation and analysis and auto-notify users via email or in LIMS based on configurable criteria including but not limited to sample receipt notices, limits exceedance notification, QA/QC outlier notification, and holding time notification. Essential
12 LIMS shall allow users to query samples by sample ID, field ID, analysis, days old, status, contract lab, project ID, charge code, date received, date completed, collection information, specification status, analyst, batch and result. Essential 13 LIMS shall be set up to track samples sent to a contract laboratory and to identify which analyses were performed by which laboratory. In cases where the same sample is analyzed by the same method in different laboratories, LIMS shall be able to store all results.

Essential
14 LIMS shall be able to store comments associated with a specific sample. Essential 15 LIMS shall allow for keeping all records required under the 2016 TNI Standard for Environmental Laboratories V1M2 Section 5.8 “Handling Samples and Test Items”. (A copy of this section can be provided if vendor requires). Essential
Sample Log-in and Tracking Questions
ID Vendor Response
1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.)
P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
3 LIMS shall have the ability to create user-defined sample preparation (prep) sheets and bench sheets for different analyses.

Essential
4 LIMS shall allow authorized users to add/remove fields from the bench-sheet templates after the initial LIMS setup
Essential
5 LIMS shall allow users to add or remove samples from bench sheets or batches.

Essential
6 LIMS shall allow configuration of QC samples (such as blanks, spikes, duplicates etc.) for any analysis
Essential
7 LIMS shall allow setting-up of QC batches and templates for samples to be automatically populated into a sequence for the batch or individually assigned to a user- defined sequence
Essential
8 LIMS shall assign unique sample batch identification numbers to sample groups for sample preparation and analysis worksheets.

Essential
9 LIMS shall allow users to flag and/or change work priority of samples on worklists.

Essential
10 LIMS shall allow storing of comments associated with an analysis and/or results.

Essential
11 LIMS shall allow users to re-order/rearrange/update worklist information to provide flexibility for planning workloads.

Essential
12 LIMS shall recover and correctly schedule recurring samples after any system downtime
Essential
Worklists and Batching Questions
ID Vendor Response 123456789
10 11
12 Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.)
P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
2 Electronic bench sheets shall be designed and set up in LIMS to record data using a keyboard or tablet
Essential
3 LIMS shall allow addition of new analyses by authorized Lab Staff only. Essential 4 LIMS shall have instrument interfacing capability Essential 5 LIMS shall allow re-analysis of a sample using the same sample identification number without requiring to be re-logged in; at the same time retaining the results from the first analysis.

Important
6 LIMS shall maintain history of analysis for a specific sample, including but not limited to repeating of sample prep and analysis
Essential
7 LIMS shall be capable of accepting manual and electronic upload of data from instruments
Essential
8 LIMS shall allow results to be entered by sample ID, batch, date, analyst, project, or work request number
Essential
9 LIMS shall be setup to electronically accept sample results/reports from contract labs or other data sources in up to 5 different Electronic Data Deliverable (EDD) formats, including reporting limits, minimum levels, method detection limits, qualifiers, and comments.

Essential
10 LIMS shall allow the attachment to a batch of text results/reports as pdf documents or images in LIMS, including scanned documents and microphotographs. Documents should be rapidly retrievable by batch #, analysis, or sample number
Essential
11 LIMS shall be able to recognize and perform calculations using standard numeric results as well as text values such as NA, ND, DNQ, <1, Present, Absent, > 2492 based on predefined rules.

Essential
Analysis and Data Entry Questions

ID VENDOR RESPONSE
1 2
3 4
5 6
7 8
9 10
11 Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.)
P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
2 LIMS shall be set-up to have all batch QA/QC quickly viewed when reviewing or approving data.

Essential
3 LIMS shall flag data exceeding user defined limits such as holding times, permit limits, batch QA/QC, sample QA/QC, etc. when reviewing and approving data, but will allow for approved users to override and report the data if they deem fit.

Essential
4 LIMS shall change the appearance (color, font) of data exceeding user defined limits such as holding times, permit limits, and sample batch QA/QC.

Essential
5 LIMS shall automatically add a user-defined qualifier to data when user-defined limits such as holding time or sample batch QA/QC are exceeded.

Essential
6 LIMS shall be able to trend data for a set number of past sample results (i.e. 10, 20) per location, sample type or analysis that are available to review when reviewing or approving data.

Essential
7 LIMS shall be set up to have data viewable in a table format or a chart format as needed by the user.

Important
8 LIMS shall allow approval by selecting sample, batch, instrument, project, method, date analyst, due date, etc.

Essential
9 LIMS shall have approvals privileges assigned to specific individuals based on their roles or responsibilities in the organization
Essential
10 Data approval shall be configurable by the user to require a second person to approve the data other than the person who entered the data.

Essential
11 LIMS shall provide for tracking of approval status. Essential 12 LIMS normally shall only report approved data. Reporting of unapproved process control data may be configured by authorized users only, with a user defined qualifier .

Essential
13 LIMS shall only allow modification of approved data by authorized users and shall provide notification to specified users whenever approved data is changed.

Essential
Data Review and Approval Questions

ID VENDOR RESPONSE
1 2
3 4
5 6
7 8
9 10
11 12
13 Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.)
P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
2 LIMS shall be set-up to round data to user specified number of significant figures using EPA rounding rules.

Essential
3 LIMS shall allow all QC samples including replicates and spikes with a specific batch to be automatically scheduled for different analyses.

Essential
4 LIMS shall be set up for producing fully automated, on-demand control charts for each method, including charting blanks, spike recovery, spike-duplicate recovery, relative percent difference between duplicates, control standard recovery, and certified reference samples.

Essential
5 LIMS shall keep an audit trail of any changes made to the data as well as changes made to the approval status of tests.

Essential
6 LIMS shall allow user to define quality control specifications for each method and/or sample.

Essential
7 LIMS shall be able to relate all batch QA/QC information to sample test results, instrument, project, analyst, and date.

Essential
Quality Assurance / Quality Control (QA/QC) Questions

ID VENDOR RESPONSE
1 2
3 4
5 6
7 Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
Data Transfer/Instrument Integration/Instrument Calibration & Maintenance Questions

ID VENDOR RESPONSE
1 2
3 Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
2 Results fields in LIMS shall have user-set upper and lower Limits.

Results falling outside the limits shall trigger a color change of results on screen with automatic email notification about the incident to a userdefined address.

Essential
3 LIMS shall include logical reporting (i.e. <, >, Present, Absent, NA, ND) Essential 4 LIMS shall allow flexibility to redesign existing reports after LIMS implementation.

Essential
5 LIMS shall have the ability to export all data including QC data to Excel without needing an intermediate data transfer file.

Essential
6 LIMS shall allow reports to be generated in a PDF format and sent to designated user(s) via email.

Essential
7 LIMS shall provide for the calculation and reporting of user-defined parameters, such as Ca and Mg, that are calculated from other parameters.

Essential
8 LIMS shall be able to present data in various views, and users shall have the ability to save a particular data view for later use.

Essential
9 Application shall provide functionality compliant with the requirements of the 2016 TNI Standard for Environmental Laboratories V1M2 Section

5.10 “Reporting the Results” as well as CA state water boards requirements
Essential
10 LIMS shall have the capability to report data electronically to the State of California CIWQS system in the CDF format.

Essential
11 The ability for LIMS to generate mandated reports from data gathered from SCADA Historian and manual input.

Essential
Reporting Questions

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
3 LIMS shall provide provision for scheduling of routine quality assurance activities, (e.g. calibration of weights and thermometers). Essential 4 LIMS shall maintain training records for laboratory analysts and shall only allow data entry for a specific analytical method by trained analysts Essential 5 LIMS shall maintain records of Initial and On-going Demonstrations of Capability (IDOC’s and ODOC’s) by laboratory analysts. Essential
6 LIMS will lock out users from a given analysis if they have not completed their ODOCS. Essential
7 LIMS shall be capable of recording traceability information and certificates of analysis for reagents and standards used in laboratory analyses. Essential 8 LIMS shall be able to present important laboratory information in a dashboard format that can be configured by an individual lab user. Important Laboratory Support Questions

ID VENDOR RESPONSE
1 2
3 4
5 6
7 8
Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
2 Allows for the import and export of data in consistent table format to facilitate sorting and grouping, from and to Excel delimited data, and common databases.

Essential
3 Allows the export of data based on the currently selected record, or all records that are the result of a search.

Essential
4 Is compatible with MS Office 2016 and later. Essential 5 Must be able to send email using Microsoft Office Exchange Accounts Essential 6 Allow the user to select any installed printer to print documents and reports, including the ability to output to PDF.

Essential
Data Migration and interoperability Questions

ID VENDOR RESPONSE
1 2
3 4
5 6
Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
2 Supports remote access for viewing and creating reports. System must support ability to perform work away from the laboratory.

Essential
3 Includes comprehensive administrator, user, and technical documentation describing all functions and operations of the system. Technical documentation should describe all configuration options.

Essential
4 Provides context sensitive help available at the field, screen and module level.

Essential
5 Visually distinguishes between required and optional fields. Essential 6 Allows the user to define required and optional fields for each screen or function.

Essential
7 Provides the functionality to create user-defined forms and fields. Essential 8 Allows binary (audio, video or image) data attachments. Essential 9 Provides the ability to perform data sharing with Microsoft Office (MS) tools, including the ability to extract data to MS Excel or from other MS Office applications.

Essential
10 System must support mobile devices (responsive design, mobile app) Optional Technical Requirements
ID Vendor Response 123456789
10 Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

Essential
2 Has user security that can be set up by functional groups such as job, department, division, etc.

Essential
3 Individual users may be members of more than one group. Essential 4 Security permissions are set up for create, read, update and delete access by function.

Essential
5 Provides an audit log of all transactions. Audit log should show the data before the change, after the change, the user that made the change, date and time of change, and the reason for the change (if a reason is required).

Essential
6 Provides ability to assign access by role, by functionality, and screen/view level.

Essential
User and Security Requirements Questions

ID VENDOR RESPONSE
1 2
3 4
5 6
Functional Area Requirement Prioritization
Instructions: Please review each requirement listed below. After review, insert your response using the key provided below.

F = This feature is currently in production in another local government agency and is provided within the proposed solution.

M = A modification to the look and feel and functionality through system user tools can be used to include this feature. The modification also should be supported through the standard upgrade process. (Please explain.) P = The system does not completely meet the full functionality as described as described in the requirement, but may provide partial compliance. (Please explain.)
C = Customization is a change to the underlying source code. A Customization may also include an additional cost. The vendor MUST specify the estimated cost in the Response Code column. Customization at zero cost is acceptable. (Please explain.)
N = The proposed software does not contain the requested functionality within the proposed software’s standard functionality.

SAMPLE

CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT
This Consultant and Professional Services Agreement ("Agreement") is made at Vallejo, California, dated for reference this day of , 20 , by and between the City of Vallejo, a municipal corporation ("City"), and [ type in name], [ type in the type of entity], hereinafter referred to as “Consultant”, who agree as follows:

1. Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide the City professional services as specified in Exhibit A, entitled “Scope of Work.”

2. Payment. City shall pay Consultant for services rendered pursuant to this Agreement at the times and in the manner set forth in Exhibit B, entitled “Compensation.” The payments specified in Exhibit B shall be the only payments to be made to Consultant for services rendered pursuant to this Agreement.

3. Facilities and Equipment. Consultant shall, at its sole cost and expense, furnish all facilities and equipment which may be required for furnishing services pursuant to this Agreement.

4. Indemnification. Consultant shall indemnify, hold harmless, and defend City, its officers, officials, directors, employees, agents, volunteers and affiliates and each of them from any and all claims, demands, causes of action, damages, costs, expenses, actual attorney’s fees, consultant’s fees, expert fees, losses or liability, in law or in equity, of every kind and nature whatsoever arising out of or in connection with Consultant’s operations, or any subcontractor’s operations, to be performed under this agreement for Consultant’s or subcontractor’s tort negligence including active or passive, or strict negligence, including but not limited to personal injury including, but not limited to bodily injury, emotional injury, sickness or disease, or death to persons and/or damage to property of anyone, including loss of use thereof, caused or alleged to be caused by any act or omission of Consultant, or any subcontractor, or anyone directly or indirectly employed by any of them or anyone for the full period of time allowed by the law,
Consultant and Professional Services Agreement (Revised 01.2019) Page 2 of 11 regardless to any limitation by insurance, with the exception of the sole negligence or willful misconduct of the City.

The provisions of this section shall survive the expiration or termination of this Agreement.

5. Insurance Requirements. Consultant agrees to comply with all of the Insurance Requirements set forth in Exhibit C, entitled “Insurance Requirements for Consultant.” Failure to maintain required insurance at all times shall constitute a default and material breach.

6. Accident Reports. Consultant shall immediately report (as soon as feasible, but not more than 24 hours) to the City Risk Manager any accident or other occurrence causing injury to persons or property during the performance of this Agreement. The report shall be made in writing and shall include, at a minimum: (a) the names, addresses, and telephone numbers of the persons involved, (b) the names, addresses, and telephone numbers of any known witnesses, (c) the date, time, and description of the accident or other occurrence.

7. Conflict of Interest. Consultant warrants and represents that to the best of its knowledge, there exists no actual or potential conflict between Consultant’s family, business, real property or financial interests and the services to be provided under this Agreement. Consultant shall comply with the City of Vallejo Conflict of Interest Code and not enter into any contract or agreement during the performance of this Agreement which will create a conflict of interest with its duties to City under this Agreement. In the event of a change in Consultant’s family, business, real property, or financial interests occurs during the term of this Agreement that creates an actual or potential conflict of interest, then Consultant shall disclose such conflict in writing to City. Every individual who performs services on behalf of Consultant pursuant to this Agreement must file a full Statement of Economic Interests (also known as Form 700) with the City Clerk if the work of the individual involves making a governmental decision whether to issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement; authorizes the City to enter into, modify, or renew a contract; grants City approval of specifications for a contract; adopts or approves for the City any policy, standard or guideline; lobbies on behalf of the City, or performs the same or substantially all the same duties for the City that would otherwise be performed by an individual holding a position specified in the City’s Conflict of Interest Code.

8. Independent Contractor. Consultant is an independent contractor. Neither Consultant nor any of Consultant’s officers, employees, agents, or subcontractors, if any, is an employee of City by virtue of this Agreement or performance of any services pursuant to this Agreement. City shall have the right to control Consultant only insofar as the results of Consultant’s services rendered pursuant to this Agreement; however, City shall not have the right to control the Consultant and Professional Services Agreement (Revised 01.2019) Page 3 of 11 means by which Consultant accomplishes services pursuant to this Agreement.

9. Licenses, Permits, Etc. Consultant represents and warrants to City that all consultant services shall be provided by a person or persons duly licensed by the State of California to provide the type of services to be performed under this Agreement and that Consultant has all the permits, qualifications and approvals of whatsoever nature which are legally required for Consultant to practice its profession. Consultant represents and warrants to City that it shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals which are legally required for Consultant to practice its profession.

10. Business License. Consultant, and its subcontractors, has obtained or agrees to apply prior to performing any services under this Agreement to City’s Finance Department for a business license, pay the applicable business license tax and maintain said business license during the term of this Agreement. The failure to obtain such license shall be a material breach of this Agreement and grounds for termination by City. No payments shall be made to Consultant until such business license(s) has been obtained.

11. Standard of Performance. Consultant shall provide products and perform all services required pursuant to this Agreement in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised under similar conditions by a member of Consultant’s profession currently practicing in California.

Consultant is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work, including without limitation applicable federal, state, and local laws and regulations, and all other contingencies or considerations.

Consultant’s responsibilities under this section shall not be delegated. Consultant shall be responsible to City for acts, errors, or omissions of Consultant’s subcontractors.

Consultant is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work and shall prepare plans, reports, and/or other work products in such a way that additional costs will not be incurred beyond a project budget approved or amended by the City Manager or his or her designee.

Whenever the scope of work requires or permits review, approval, conditional approval or disapproval by City, it is understood that such review, approval, conditional approval or disapproval is solely for the purposes of administering this Agreement and determining whether the Consultant is entitled to payment for such work, and not be construed as a waiver of any breach or acceptance by the City Consultant and Professional Services Agreement (Revised 01.2019) Page 4 of 11 of any responsibility, professional or otherwise, for the work, and shall not relieve the Consultant of responsibility for complying with the standard of performance or laws, regulations, industry standards, or from liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of Consultant.

In the event that the Consultant is unable to meet the completion date or schedule of services, Consultant shall immediately inform the City Representative of this in writing. If additional time is required to perform the work, the City Representative may adjust the schedule.

13. Time is of the Essence. Time is of the essence in this Agreement. Any reference to days means calendar days, unless otherwise specifically stated.

14. Personnel. Consultant agrees to assign only competent personnel according to the reasonable and customary standards of training and experience in the relevant field to perform services under this Agreement. Failure to assign such competent personnel shall constitute grounds for termination of this Agreement.

The payment made to Consultant pursuant to this Agreement shall be the full and complete compensation to which Consultant and Consultant’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither Consultant nor Consultant’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. The City will not make any federal or state tax withholdings on behalf of Consultant. The City shall not be required to pay any workers' compensation insurance on behalf of Consultant.

Consultant shall pay, when and as due, any and all taxes incurred as a result of Consultant’s compensation hereunder, including estimated taxes, and shall provide City with proof of such payments upon request.

15. Consultant Not Agent. Except as authorized under this Agreement or as City may authorize in a letter of authorization signed by the City Manager or his or her designee, Consultant shall have no authority, express or implied to act on behalf of City in any capacity whatsoever as an agent.

Consultant shall have no authority, express or implied, under this Agreement, to bind City to any obligation whatsoever.

Consultant and Professional Services Agreement (Revised 01.2019) Page 5 of 11

16. Term. The term of this Agreement shall commence on [ type in start date] and shall continue in full force and effect until [ type in end date].

City shall, at its discretion, have the right to extend the term of this Agreement, in intervals of [ type in time period, e.g., one month, one year, 90 days], by written notice to Consultant. The total duration of this Agreement, including the exercise of any options under this section, shall not exceed [ type in time period, e.g., one year, 90 days].

If the term of this Agreement extends into fiscal years subsequent to that in which it is approved, such continuation of the Agreement is contingent on the appropriation of funds for such purpose by the City Council of the City of Vallejo. If funds to effect such continued payment are not appropriated, Consultant agrees to terminate any services supplied to City of Vallejo under this Agreement, and relieve City of any further obligation therefore.

17. Termination or Abandonment by City. The City has the right, at any time and in its sole discretion, to immediately terminate or abandon any portion or all of the services to be provided under this Agreement by giving notice to Consultant. Upon receipt of a notice of termination, Consultant shall perform no further work except as specified in the notice. Before the date of termination, Consultant shall deliver to City all City records and documents, all work product, whether completed or not, as of the date of termination and not otherwise previously delivered.

The City shall pay Consultant for services performed in accordance with this Agreement before the date of termination. If this contract provides for payment of a lump sum for all services or by task and termination occurs before completion of the work or any defined task which according to the performance schedule was commenced before the notice of termination, the fee for services performed shall be based on an amount mutually agreed to by City and Consultant for the portion of work completed in conformance with this Agreement before the date of termination. In addition, the City will reimburse Consultant for authorized expenses incurred and not previously reimbursed. The City shall not be liable for any fees or costs associated for the termination or abandonment except for the fees, and reimbursement of authorized expenses, payable pursuant to this section.

18. Products of Consulting Services. The work product, including without limitation, all writings, work sheets, reports, recordings, drawings, files, detailed calculations and other work products, whether complete or incomplete, of Consultant resulting from services rendered pursuant to this Agreement, shall become the property of City. Consultant agrees that all copyrights which arise from creation of the work under this Agreement shall be vested in the City and waives and relinquishes all claims to copyright or other intellectual property rights in favor of the City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of work and that the Consultant makes no representation of the suitability of the work product for use in or application to Consultant and Professional Services Agreement (Revised 01.2019) Page 6 of 11 circumstances not contemplated by the scope of work.

19. Cooperation by City. City shall, to the extent reasonable and practicable, assist and cooperate with Consultant in the performance of Consultant’s services hereunder.

20. Assignment and Subcontracting. Consultant shall not subcontract, assign or transfer voluntarily or involuntarily any of its rights, duties or obligation under this Agreement without the express written consent of the City Manager or his or her designee in each instance. Any attempted or purported assignment of any right, duty or obligation under this Agreement without said consent shall be void and of no effect.

If subcontracting of work is permitted, Consultant shall pay its subcontractor within ten (10) days of receipt of payment by City for work performed by a subcontractor and billed by the Consultant. Use of the term subcontractor in any other provision of this contract shall not be construed to imply authorization for Consultant to use subcontractors for performance of any service under this Agreement.

The City is an intended beneficiary of any work performed by Consultant’s subcontractor for purposes of establishing a duty of care between the subcontractor and City.

21. Successors and Assigns. All terms, conditions, and provisions of this Agreement shall apply to and bind the respective heirs, executors, administrators, successors, and assigns of the parties.

Nothing in this section is intended to affect the limitation on assignment.

22. Non-Discrimination/Fair Employment Practices.
(a) Consultant shall not, because of race, religious creed, color, sex, national original, ancestry, disability, medical condition, age, marital status or sexual orientation of any person, refuse to hire or employ, or to bar or discharge from employment, or to discriminate in compensation, or in terms, conditions or privileges any person, and every employee will receive equal opportunity for employment and shall be granted equal treatment with respect to compensation, Consultant and Professional Services Agreement (Revised 01.2019) Page 7 of 11 terms, conditions or other privileges of employment, without regard to his race, religious creed, color, sex, national origin, ancestry, or disability, medical condition, age, marital status or sexual orientation.

Consultant warrants and represents it is an equal opportunity employer and agrees it shall not discriminate on the basis of race, religious creed, color, sex, national origin, ancestry, disability, medical condition, age, marital status or sexual orientation in the selection and retention of employees, subcontractors or procurement of materials or equipment.

In all solicitations either by competitive bidding or negotiations made by Consultant for work to be performed under any subcontract, including procurement of materials or equipment, each potential subcontractor or supplier shall be notified by Consultant of Consultant’s obligation under this Agreement relative to nondiscrimination and fair employment practices.

Consultant shall include the above provisions of this section in every subcontract, including procurement of materials or equipment.
(b) Consultant agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations and City ordinances and regulations hereinafter enacted.

If to City: [insert name]
[insert title]
[insert Department name] 555 Santa Clara
Street Vallejo, CA 94590
If to Consultant: [insert name] [insert title]
[insert company name]
[insert street name and suite #, if any] [insert city, state and zip code]
Any party may change its address for receiving notices by giving written notice of such change to the other party in accordance with this section.

Routine administrative communications shall be made pursuant to section 1 of Exhibit A.

Consultant and Professional Services Agreement (Revised 01.2019) Page 8 of 11

25. Severability Clause. Should any provision of this Agreement ever be deemed to be legally void or unenforceable, all remaining provisions shall survive and be enforceable.

26. Law Governing. This Agreement shall in all respects be governed by the law of the State of California without regard to its conflicts of law rules. Litigation arising out of or connected with this Agreement shall be instituted and maintained in the courts of Solano County in the State of California or in the United States District Court, Eastern District of California, Sacramento, California, and the parties consent to jurisdiction over their person and over the subject matter of any such litigation in such courts, and consent to service of process issued by such courts.

27. Waiver. Waiver by either party of any default, breach or condition precedent shall not be construed as a waiver of any other default, breach or condition precedent or any other right hereunder.

30. Headings. The section headings contained in this Agreement are inserted for convenience only and shall not affect in any way the meaning or interpretation of this Agreement.

31. Compliance with Laws. Consultant will comply with all statutes, regulations and ordinances in the performance of all services under this Agreement.

32. Confidentiality of City Information. During the performance of services under this Agreement, Consultant may gain access to and use City information regarding, but not limited to, procedures, policies, training, operational practices, and other vital information (hereafter collectively referred to as "City Information") which are valuable, special and unique assets of the City.

Consultant agrees that
Consultant and Professional Services Agreement (Revised 01.2019) Page 9 of 11 it will not use any information obtained as a consequence of the performance of services under this Agreement for any purpose other than fulfillment of Consultant’s scope of work , to protect all City Information and treat it as strictly confidential and proprietary to City, and that it will not at any time, either directly or indirectly, divulge, disclose or communicate in any manner any City Information to any third party, other than its own employees, agents or subcontractors who have a need for the City Information for the performance of services under this Agreement, without the prior written consent of City, or as required by law.

Consultant shall treat all records and work product prepared or maintained by Consultant in the performance of this Agreement as confidential.

A violation by Consultant of this section shall be a material violation of this Agreement and will justify legal and/or equitable relief.

Consultant’s obligations under this section shall survive the completion of services, expiration or termination of this Agreement.

33. News and Information Release. Consultant agrees that it will not issue any news releases in connection with either the award of this Agreement, or any subsequent amendment of or efforts under this Agreement, without first obtaining review and approval of said news releases from City through the City Representative.

34. City Representative. The City Representative specified in Exhibit A, or the representative's designee, shall administer this Agreement for the City.

35. Counterparts. The parties may execute this Agreement in one or more counterparts, each of which shall be deemed an original, but all of which together shall be deemed one and the same instrument.

36. Facsimile Signature; Electronic Signature. This Agreement shall be binding upon the receipt of facsimile signatures or e-mailed by PDF or otherwise. Any person transmitting his or her signature by facsimile or electronically shall promptly send an original signature to the other party pursuant to the notice provision of this Agreement. The failure to send an original shall not affect the binding nature of this Agreement.

37. Authority. The person signing this Agreement for Consultant hereby represents and warrants that he/she is fully authorized to sign this Agreement on behalf of Consultant.

38. Exhibits. The following exhibits are attached hereto and incorporated herein by reference:

Exhibit A, entitled “Scope of Work,” including any attachments Consultant and Professional Services Agreement (Revised 01.2019) Page 10 of 11 Exhibit B, entitled “Compensation,” including any attachments Exhibit C, entitled “Insurance Requirements,” including attachments
[SIGNATURES ON FOLLOWING PAGE]
Consultant and Professional Services Agreement (Revised 01.2019) Page 11 of 11 IN WITNESS WHEREOF, the parties have executed this Agreement on the day and year shown below the name of each of the parties.
[ INSERT CONSULTANT NAME] [
INSERT TYPE OF ENTITY]
By: [ insert
name]
[ insert title]
DATE:

CITY OF VALLEJO,
a municipal corporation
By: Mike
Malone
Interim City Manager
DATE:

ATTEST:

Vallejo Business License No.
(City Seal)
By:

Dawn Abrahamson
City Clerk
APPROVED AS TO CONTENT:
[ insert Department Head Name] [ insert
Department Head Title]
APPROVED AS TO FORM:

Claudia Quintana City Attorney
APPROVED AS TO INSURANCE:

Erika Leahy
Acting Risk Manager
Consultant and Professional Services Agreement (Revised 01.2019) Exhibit A – Scope of Work

Page 1 of 2 ends

EXHIBIT

A SCOPE OF WORK

1. Representatives. The City Representative for this Agreement is:
[insert name]
[insert title]
[insert Department name] 555 Santa Clara
Street Vallejo CA 94590
[insert telephone number] [insert facsimile
number]
The Consultant’s Representative for this Agreement is: [insert name] [insert title]
[insert company name]
[insert street name and suite #, if any] [insert City, state and zip code] [insert telephone number]
[insert facsimile number]
All routine administrative communications between the parties will be between the above named representatives and may be by personal delivery, mail, facsimile transmission, or electronic mail as agreed between the Consultant Representative and City’s Representative.

2. Services to be Provided. The services provided shall be as set forth in Attachment 1 of Exhibit A, attached hereto and incorporated herein by this reference.

3. Time for Performance. Consultant will perform the services according to the schedule below.

If the schedule calls for the services to be performed in phases or discrete increments, Consultant shall not proceed from one phase or increment to the next without written authorization from the City’s Representative. Consultant will complete all services by [insert date].

OR
Consultant will perform the services according to the schedule contained in Attachment [insert number] of Exhibit A. If the schedule calls for the services to be performed in phases or discrete increments, Consultant shall not proceed from
Consultant and Professional Services Agreement (Revised 01.2019) Exhibit A – Scope of Work

Page 2 of 2 ends

one phase or increment to the next without written authorization from the City’s Representative.

Consultant will complete all services by [insert date].

Consultant recognizes that the composition of this team was instrumental in the City’s decision to award the work to Consultant and that compelling reasons for substituting these individuals must be demonstrated for the City’s consent to be granted. Any substitutes shall be persons of comparable or superior expertise and experience. Failure to comply with the provisions of this section shall constitute a material breach of Consultant’s obligations under this Agreement and shall be grounds for termination.

Key personnel are as follows: [INSERT LIST OF EMPLOYEE NAMES] Consultant and Professional Services Agreement (Revised 01.2019) Exhibit B - Compensation

Page 3 of 3 ends

EXHIBIT B

COMPENSATION

1. Consultant’s Compensation.

A. Services:

1. City agrees to pay Consultant, at the rate(s) specified below, for those services set forth in Exhibit A of this Agreement and for all authorized reimbursable expenses, for a total not to exceed [ insert dollar amount in words -e.g. Two Thousand Five Hundred Fifty Dollars and 13 Cents] [ insert dollar amount in number- e.g., $2,550.13].

2. Consultant shall notify City in writing no later than thirty (30) days prior to the estimated date when Consultant will have billed City the maximum payment amount permitted under this Agreement, and Consultant shall provide City with an estimate of the additional compensation required to complete the project.

3. City agrees to pay Consultant for those services set forth in Exhibit A of this Agreement and for all authorized reimbursable expenses, in a lump sum of [insert dollar amount in words - e.g. Two Thousand Five Hundred Fifty Dollars and 13 Cents] [insert dollar amount in number- e.g., $2,550.13] upon satisfactory completion of the services and delivery of the work product.

B. Additional Services:

1. Additional Services are those services related to the scope of Services of Consultant as set forth in Exhibit A but not anticipated at the time of execution of this Agreement.

Additional Services shall be provided only when a Supplemental Agreement authorizing such Additional Services is approved by the City Manager, or his or her designee. City reserves the right to perform any Additional Services with its own staff or to retain other Consultants to perform said Additional Services.

2. Consultant’s compensation for Additional Services shall be based on the total number of hours spent on Additional Services multiplied by the employees' appropriate billable hourly rate as established below. City, at its option, may negotiate a fixed fee for some or all Additional Services as the need arises. Where a fixed fee for Additional Services is established by mutual Agreement between City and Consultant, compensation to Consultant shall not exceed the fixed fee amount.

2. Appropriate Billable Hourly Rates for Services and Additional Services. Consultant’s billable hourly rates shall be:

OR
Consultant’s billable hourly rates shall be as listed in Attachment 1 of Exhibit B, attached hereto and incorporated herein by this reference.

3. Consultant’s Reimbursable Expenses. Reimbursable Expenses shall be limited to actual reasonable expenditures of Consultant for expenses that are necessary for the proper completion of Consultant and Professional Services Agreement (Revised 01.2019) Exhibit B - Compensation

Page 4 of 3 ends

the Services and shall only be payable if specifically authorized in advance by City.

4. Payments to Consultant.

A. Payments to Consultant shall be made within a reasonable time after receipt of Consultant’s invoice, said payments to be made in proportion to services performed. Consultant may request payment on a monthly basis. Consultant shall be responsible for the cost of supplying all documentation necessary to verify the monthly billings to the satisfaction of City.

B. All invoices submitted by Consultant shall contain the following information:

1. Description of services billed under this invoice

2. Date of Invoice Issuance

3. Sequential Invoice Number

4. City’s Purchase Order Number (if issued)

5. Social Security Number or Taxpayer Identification Number

6. Amount of this Invoice (Itemize all Reimbursable Expenses”)

7. Total Billed to Date
C. Items shall be separated into Services and Reimbursable Expenses. Billings that do not conform to the format outlined above shall be returned to Consultant for correction. City shall not be responsible for delays in payment to Consultant resulting from Consultant’s failure to comply with the invoice format described above.

D. Request for payment shall be sent to: [insert name]
[insert title]
[insert Department name] 555 Santa Clara
Street Vallejo CA 94590

5. Accounting Records of Consultant. Consultant shall maintain for three (3) years after completion of all services hereunder, all records under this Agreement, including, but not limited to, records of Consultant’s direct salary costs for all Services and Additional Services performed under this Agreement and records of Consultant’s Reimbursable Expenses, in accordance with generally accepted accounting practices. Consultant shall keep such records available for audit, inspection and copying by representatives of the City’s Finance Department or other government agencies during regular business hours upon twenty-four (24) hours’ notice.

The obligations of Consultant under this section shall survive this Agreement.

6. Taxes. Consultant shall pay, when and as due, any and all taxes incurred as a result of Consultant’s compensation hereunder, including estimated taxes, and shall provide City with proof of such payments upon request.

7. Taxpayer Identification Number. Consultant shall provide City with Consultant’s complete Request for Taxpayer Identification Number and Certification, Form W-9, as issued by the Internal Revenue Service, and any other State or local tax identification number requested by City.

Consultant and Professional Services Agreement (Revised 01.2019) Exhibit C- Insurance Requirements

Page 1 of 3 ends

EXHIBIT C

INSURANCE REQUIREMENTS
Consultant shall procure and maintain for the duration of this Agreement, including any extensions thereto, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of services hereunder by the Consultant, their agents, representatives, or employees or subcontractors.

1. Minimum Scope of Insurance. Coverage shall be at least as broad as:

B. Insurance Services Office form number CA 0001 covering Automobile Liability, code 1 any auto and endorsement CA 0025.

C. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.

D. Professional Liability insurance appropriate to the Consultant’s profession (Errors and Omission).

2. Minimum Limits of Insurance. Consultant shall maintain limits no less than:

B. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

C. Workers’ Compensation and Employer's Liability: $1,000,000 per accident for bodily injury or disease. If Consultant is not subject to California Workers’ Compensation requirements, Consultant shall file a completed certificate of exemption form which may be obtained from the City prior to commencing any activity authorized hereunder.

D. Professional Liability (Errors and Omission): $1,000,000 combined single limit per occurrence, and annual aggregate.

Consultant and Professional Services Agreement (Revised 01.2019) Exhibit C- Insurance Requirements

Page 2 of 3 ends

3. Deductible and Self-Insured Retention. Any deductibles or self-insured retention must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City of Vallejo, its officers, officials, employees and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.

4. Other Insurance Provisions. The general liability and automobile liability policies, as can be provided, are to contain, or be endorsed to contain, the following provisions:

A. The City of Vallejo, its officers, officials, employees, agents and volunteers are to be covered as additional insureds as respects; liability, including defense costs, arising out of activities performed by or on behalf of the Consultant; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City of Vallejo, its officers, officials, employees, agents or volunteers. The insurance is to be issued by companies licensed to do business in the State of California.

B. For any claims related to this project, the Consultant's insurance coverage shall be primary insurance as respects the City of Vallejo, its officers, officials, employees, agents, and volunteers.

Any insurance or self-insurance maintained by the City of Vallejo, its officers, officials, employees, agents, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.

D. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

F. The workers’ compensation and employer’s liability policy required hereunder shall be endorsed to state that the workers' compensation carrier waives its right of subrogation against City, its officers, officials, employees, agents and volunteers, which might arise by reason of payment under such policy in connection with Consultant’s performance under this Agreement.

Consultant and Professional Services Agreement (Revised 01.2019) Exhibit C- Insurance Requirements

Page 3 of 3 ends

5. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A: VII.

6. Verification of Coverage. Consultant shall furnish the City with certificates of insurance and original endorsements effecting general and automobile liability insurance coverage required by this clause. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences.

7. Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.

8. Payment Withhold. City will withhold payments to Consultant if the certificates of insurance and endorsements required in Paragraph F, above, are canceled or Consultant otherwise ceases to be insured as required herein.

1 2 3 4 5 Professional Qualifications Functionality and Technology Implementation Approach Support and Training Fee Proposal ATL 5% 69.3% 10% 10% 5% 99.3%
Horizon 5% 70% 10% 10% 3% 98.0%
StarLims 5% 70% 10% 10% 3% 98.0%
Ethosoft (Cloud) 5% 67.9% 10% 10% 5% 97.9%
AutoScribe 5% 68.6% 10% 10% 4% 97.6%
LabLynx 5% 66.5% 10% 10% 4% 95.5%
Company Name
Score in Each Criteria
Total Score (out of 100%)
Proposal for the City of Vallejo
Water Quality Laboratory
RFP No. 2022‐01 – Laboratory Information Management System (LIMS) Prepared for Vidia Gillula, Laboratory Supervisor
6/6/2022
Table of Contents
Cover Letter
A. Professional Qualification and References
ATL Organizational Chart for WQL LIMS Project
ATL History
Technical Capabilities
Support Policies
Experience
References
B. Technical Proposal
Section 1: Executive Summary
Section 2: System Description
Section 3: Management and Implementation Plan
ATL Advantage Project Management Program
LIMS Implementation Overview
Preliminary Project Schedule
Section 4: Exceptions, Alternatives, and Options
C. Fee Proposal
Fee Proposal Summary Breakdown
ATL Cost Proposal
Total Cost of Ownership (TCO)
D. Authorized Negotiator

APPENDICES
ATTACHMENT A: SYSTEM REQUIREMENTS
About Sample Master - A Complete Overview
Sample Master® Workstation Standard Reports
60-month Software and Services Premium Subscription Agreement 1 3
7 8
10 11
11 13
16 16
20 26
26 29
35 37
38 38
39 44
45 46
47 89
132
134

Page 2 ends

June 6, 2022
Vidia Gillula, Laboratory Supervisor
City of City of Vallejo, Water Department, Water Quality Laboratory 202 Fleming Hill Rd.

Vallejo, CA 94589
Reference: #2022-01 – RFP – Laboratory Information Management System (LIMS) Dear Ms. Gillula:

Accelerated Technology Laboratories, Inc. (ATL) is pleased to present the City of Vallejo Water Quality Laboratory (WQL) with our proposal for a Laboratory Information Management System (LIMS).

For over 27 years, ATL has developed LIMS solutions to meet the needs of the water and wastewater industry through an understanding of organizational requirements, industry knowledge, and continued investment in research and development.

ATL’s flagship product, Sample Master®, is designed to meet most needs right out of the box, with a modularity that adapts as organizations grow or change. Sample Master® is installed in over 600 clients’ facilities globally, helping companies stay competitive through increased efficiency, regulatory compliance, and improved data quality and customer satisfaction.

Key features that support City of Vallejo Water Quality Laboratory (WQL)’s requirements include:
 Support for compliance with ISO 17025, TNI/NELAC and GLP regulatory requirements  Feature-rich sample management functionality, extremely flexible and user-friendly  Powerful scheduling to automatically login samples that are routinely collected  Easy access and retrieval of data and results for timely reporting  Powerful reporting functionality for regulatory compliance - 60+ modifiable reports included  Integrated QA/QC functionality, including calculations, control charting and trending  Integrated MPN (EPA rev2), IDEXX MPN, MDL and BOD calculations  Instrument integration and system integration with SCADA  Superior technical support and hands-on training
ATL’s outstanding customer service, comprehensive training programs, and responsive, live technical support back every investment.

ATL’s proposal shall remain valid for 90 days after the closing date of the receipt of the proposals. This proposal addresses the specific attributes and performance criteria that are provided in the City of Vallejo Water Quality Laboratory (WQL) RFP document. All addenda and written questions, the answers and any clarifications to this RFP have been received by ATL.

If you have questions or require additional information, please don’t hesitate to call me at (800) 565-LIMS (5467).

Thank you,
Christine Paszko, MT, (ASCP), PhD
Sr. Vice President, Sales & Marketing
Accelerated Technology Laboratories, Inc.

Page 3 ends

ATL’s 40+ employees have extensive experience in LIMS setup, implementation, project management, database conversion, system validation, instrument integration, training, and support. Our employees are subject matter experts in the fields of chemistry, computer science, microbiology, laboratory management, software development, and water and wastewater, with various degrees ranging from AS, BS, MS, MSc to PhD and also PMP and Microsoft certifications.

ATL has provided Project Team Bios below.

Name/Title Project Role
Charles Hindbaugh, Sr. Project Manager, Certified ATL Trainer Mr. Hindbaugh received his B.S. in Biochemistry and Toxicology from Eastern Michigan University. He has worked as a Chemist, Quality Manager and Laboratory Manager with expertise in the following areas: Knowledgeable with NELAP, and A2LA using ISO/IEC 17025, as well as scheduling work and employees. He is proficient in wet chemistry and metals analysis, qualified in organic analysis, sample collection, managing and maintaining a LIMS database. He also has experience in preparing and analyzing samples in wet chemistry and metals, using FLAA, GFAA, ICP, Cold Vapor Mercury, GC, and GC/MS. Mr. Hindbaugh has extensive knowledge of the water/wastewater industry, having worked for over 7 years in a laboratory environment that dealt with testing for water and environmental utility companies.

Client Experience includes: Colorado Analytical Laboratories, Inc., City of Garland, Harris County Pollution Control Services, Arkansas Dept. of Environmental Quality, City of Raleigh Water & Wastewater, City and County of Broomfield, Consumers Energy Project Manager
As Sr. Project Manager, Mr.

Hindbaugh manages project activity,
coordinates with ATL’s
implementation resources, reports
progress and status, tracks events,
functions as the client’s liaison to
ATL. Also assists with installation,
configuration and training. Mr.

Hindbaugh has over 17 years’
experience with ATL LIMS solutions
and has been Project Manager of
over 75 water/wastewater LIMS
projects.

Dr. Richard Danielson, Sr. Account Executive
Dr. Richard Danielson holds a B.S. in Biology and Chemistry from the University of San Diego; a M.S. in Microbiology from California State University, Fullerton; and, a Ph.D. as an Environmental and Public Health Microbiologist from the University of California, Berkeley, School of Public Health.

Dr. Danielson has been the Laboratory Director of IEH-BioVir Laboratories for more than 22 years. As the Laboratory Director of a State Accredited and ISO Certified Lab, Dr. Danielson has extensive experience in laboratory operations and the need for producing legally defensible data, as well as, cultivating and maintaining relationships with long-term clients who rely on trusted service. Prior to working at IEH-BioVir, he served as the Chief of the Environmental Microbial Diseases Section (EMDS) of the Microbial Disease Laboratory (MDL) in the California Department of Health Services, as well as, a US FDA certified Laboratory Evaluation Officer (LEO). His experience includes water and wastewater utilities, state and federal regulatory agencies, the Department of Defense; and, method validation for the US EPA.

Dr. Danielson has over 17 years’ experience with ATL’s LIMS solutions product line and is currently based in Southern California.

Client Experience includes: City of Phoenix, Nevada Dept of Agriculture, City of Santa Rosa, City of Pasadena
Account Manager
As Account Manager, Dr. Danielson
assists with installations,
administering customer accounts,
building and maintaining a close
relationship with customers and
project management of key
accounts. He is responsible for all
contractual obligations, reviewing
milestones, work plans and
deliverables, and providing answers
to any client questions. He is also the
single point of contact for any
project issues and their successful
resolution.

Page 4 ends

Name/Title Project Role
Thomas Klinckman, Ph.D., Director of Professional Services, Certified ATL Trainer
Dr. Klinckman has a Ph.D. in Computational Chemistry from the University of Memphis, and a B.S. in Chemistry from Austin Peay State University. Dr.

Klinckman has extensive experience in laboratory operations and laboratory automation. He has worked as an environmental scientist and a Laboratory Manager and has written numerous publications for the laboratory industry. As a Laboratory Manager his duties included: managing employees, QA/QC, backup analyst for all analyses, validating all data before leaving the laboratory, sample master® LIMS database administrator, budgeting, customer relations, new business, develop methods, writing and review SOPs, analyzing meteorological data, fitness for duty testing, instrument maintenance, repair, and replacement.

Client Experience includes: City of Airdrie, Alberta, Citizens Energy, Aqua Water Supply Corporation, Valley Water, City of Long Beach Water, EnviroWorks Configuration & Customizations/
Instrument Integrations / Historical
Data Migration
Dr. Klinckman evaluates functional
and technical requirements, assists
with installation and configuration,
customizations, reports, systems and
instrument integrations and
historical data migration. Dr.

Klinckman has over 14 years’
experience with ATL LIMS solutions.

David Sloan, Sr. Implementation Engineer, Certified ATL Trainer Mr. Sloan has a B.S. in Food Science from Michigan State University. He has 9 years of laboratory experience in water/wastewater food manufacturing, food safety, and soil testing, Mr. Sloan has expertise in internal quality control methods, manufacturing, and upscaling. He also served as a chemist and the LIMS Administrator in a commercial laboratory that performed contract environmental testing.

Client Experience includes: City of Airdrie, Alberta, Printpack, Inc., City and County of Broomfield, City of Raleigh Water and Wastewater, City of Durham, City of Lincoln Water & Wastewater, Fairfax Water; City of Naples, County of San Luis Obispo Installation, Configuration &
Training
As Sr. Implementation Engineer, Mr.

Sloan evaluates functional and
technical requirements, works with
end users in creating specifications,
configuration, installation, testing
and conducts training for clients on
Sample Master® LIMS.

Joanne Dussourd Ph.D., Sr. Application Developer, Certified ATL Trainer Dr. Dussourd received a Ph.D. in Physiology and a B.S. in Biology from Cornell University. She also holds a B.S. in Computer Science from the University of Central Arkansas.

Dr. Dussourd's background in laboratory science combined with her computer expertise gives her special insight into laboratory client needs. She assists in support, training, instrument integration and product development and testing. She has over 10 years of programming, LIMS, instrument integration and laboratory automation expertise. Dr. Dussourd has over 17 years of experience with ATL LIMS solutions.

Client Experience includes: Duke Energy, US EPA, Coastal Chemical, Monterey Bay Analytical Services, Gwinnett County Utilities, City of Dayton, City of Daytona Beach Customizations, Systems &
Instrument Integrations
Dr. Dussourd is responsible for
providing technical support, LIMS
product upgrades, enhancements,
customizations, testing,
system/instrument integration
services and training. She is also
involved in the development,
validation and implementation of
LIMS product upgrades and
enhancements.

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Name/Title Project Role
Ed Howland, Technical Implementation Engineer
Mr. Howland received a B.S. in Computer Information Systems from DeVry University, and a B.S. in Database Administration from the University of Phoenix. He also holds an A.S. in Business Administration from McHenry County College. Mr. Howland’s background is in Laboratory Information Management Systems. He has served as a Systems and LIMS Administrator in both the Water and Environmental industry. His expertise includes training staff, providing IT support, verifying EPA compliance, designing/modifying Crystal Reports and writing/enforcing Standard Operating Procedures (SOPs).

Client Experience includes: Aqua Water Supply, City of Tallahassee, DSM Nutritional, Valens Labs
Customizations, Systems &
Instrument Integrations
Mr. Howland evaluates functional
and technical requirements, works
with end users in creating
specifications, customizations,
custom reporting, systems and
instrument integrations, tests
customizations and integrations and
provides training. Mr. Howland has 2
years of experience with ATL LIMS
solutions.

Christine Paszko, Ph.D., Sr. VP, Sales & Marketing (West End, NC) Dr. Paszko has a B.S. in Medical Technology with a minor in Microbiology and a Ph.D. in Molecular Microbiology with a minor in Biochemistry from the University of Maryland. She completed 16 hours of graduate coursework at Claremont Graduate University, and Informatics and Negotiation Skills at Stanford University, Stanford, CA. She is also a graduate of the Project Management Certificate Program at NC State University.

She has been working in LIMS and laboratory automation for over 25 years, has authored dozens of publications and co-authored a book and a book chapter on LIMS.

She is familiar with EPA, NELAP, USDA, FDA and ISO requirements for LIMS. Dr. Paszko has over 21 years of laboratory experience and has participated in over 90 installations of the ATL LIMS product line. She worked in potable water research and R&D laboratories in MD, CA and NY.

Client Experience includes: St. Johns River Water District, Inland Empire Utilities Agency, Fairfax Water, Niagara Falls Water Board, Cayman Water Authority, City and County of Honolulu, Delaware Div. of Water Resources, US EPA, Ocean Spray, Inc.

Oversee Project Management /
Quality Assurance
Dr. Paszko will assist in project
management activities. She has over
27 years’ experience with ATL LIMS
solutions and has participated in
hundreds of water/wastewater LIMS
implementations.

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Each team member assigned to the City of Vallejo WQL LIMS project has more than 10 years’ experience in LIMS and implementing LIMS solutions. Each member of the implementation team has previously worked with laboratories that support the water/wastewater industry.

ATL ORGANIZATIONAL CHART FOR THE CITY OF VALLEJO WQL LIMS PROJECT Installation & Configuration
Charles Hindbaugh
Dave Sloan
Dr. Tom Klinckman
(West End, NC)
Customizations, Systems &
Instrument Interfacing
Dr. Joanne Dussourd (Conway, AR)
Dr. Tom Klinckman (West End, NC)
Edward Howland (The Colony, Texas)
Training
Charles Hindbaugh
Dave Sloan
(West End, NC)
Support & Maintenance
ATL Support: 800-565-LIMS (5467)
[email protected]
support.atlab.com
(West End, NC)
Project Manager/Quality Assurance

CHARLES HINDBAUGH
DR. CHRISTINE PASZKO
(West End, NC)
Account Manager
DR. RICHARD DANIELSON
(Oceanside, CA)

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o Give a summary of the firm’s history, experience, and qualifications including total number of customers, years in business, locations, size, growth, annual sales, evolution of products and services, scope of product and service lines and customer service.

Our History
Founded in the Silicon Valley in 1994, Accelerated Technology Laboratories, Inc. (ATL) addressed the unmet need for an easy-to-use, affordable LIMS. Our Windows-based flagship product Sample Master®, (the first commercial Windows-based LIMS) quickly became a market leader. Sample Master® leverages Microsoft SQL Server, a market-leading, relational database that offers advanced functions such as referential integrity and excellent integration with other Windows applications such as Excel and Word.

ATL experienced rapid success with the enterprise edition, Sample Master® Pro. In 2010, ATL launched TITAN® LIMS which represented the next generation in LIMS by incorporating ERP capabilities along with an integrated Report Designer. TITAN® is more than a LIMS: it is a Laboratory Enterprise Resource Planning Solution. TITAN® is a complete, configurable, C# (.NET) based laboratory automation and business management solution, robustly adaptable and capable of meeting your organization’s specific needs. TITAN® is ideal for organizations comprised of various departments that perform routine testing, or varying and sophisticated workflows.

A collection of complementary products was developed to enhance the LIMS’ capabilities including:
 Barcoding Starter Packages (1D or 2D) include scanners, printers, labels and cables, everything needed to enable your laboratory to instantly leverage barcode technology.  NPDES Discharge Monitoring Reporting (DMR) Package allows users to rapidly generate the NPDES DMR form from data stored in or exported from the LIMS. This reporting package includes functions to collect and collate data associated with the NPDES permit number into a final report format that is able to send via hardcopy, fax or e-mail.
 Result Point® is a secure web client portal that allows users to have 24/7 self-service access to sample status, test results, PDF reports (CoA, invoices), Electronic Data Deliverables (EDDs), and more from any desktop, laptop, tablet, or smartphone.
 Request Point® - a secure web client portal that allows remote access for test requests and sample login via the Internet.
 ATL iMobile - leverages Wi-Fi and cellular technology to facilitate real-time data collection to the LIMS using tablets, smartphones, or laptops, and can store the data on the device until back in range.

Additionally, ATL has expanded our scope to focus on technology and service innovations by offering Cloudbased Software as a Service (SaaS) deployment for all our LIMS and enhancement solutions, including ATL’s GOLD Support as part of the ongoing monthly hosting fee. The combination of ATL’s technology with the goal of improving services for our customers, delivers increased operational efficiencies, improved productivity, and optimized customer resources.

ATL continues to sustain a strong commitment to quality, and to reinvest heavily in research and development in order to provide our customers with the best available technology and tools.

ATL recently introduced several exciting LIMS enhancement products: ExcelExpress, Monitor Plus, Data Accelerator and LabFolder.
 ExcelExpress is an add-in for Microsoft Excel that contains intelligent algorithms which will seamlessly read data from and import result data into the LIMS. A valuable feature of ExcelExpress is its ability to import data from most scientific instruments, subcontracted data outputs, and laboratory bench sheets.  Monitor Plus is ATL’s solution for wireless environmental monitoring of lab assets including refrigerators, freezers, and incubators.

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 Data Accelerator is a Windows Service used to automatically perform local file services (uploading and downloading from the Cloud).
 LabFolder follows the natural structure of laboratory, mimicking the paper notebook. LabFolder ELN includes different Entry Elements that individuals can use for different pieces of their data (text, tables, images, etc.).

Today, more than 600 laboratories around the world use our LIMS solutions. ATL has completed many successful LIMS projects for both state and federal agencies, along with Fortune 500 companies and many other laboratories that are ISO, NELAC, ELAP, and/or CAP/CLIA certified.

Our Business Capacity
ATL is headquartered in West End, NC, where the majority of our employees are located. ATL’s remote staff are located across the US. Internationally, ATL has sales partners in Canada, Australia, Europe, South America, Mexico, Africa, and the Middle East. ATL is a US-based, ISO certified, woman-owned small business that has never been bought or sold. Additionally, ATL is a GSA MAS Schedule holder.

Our 40+ employees have extensive experience in LIMS setup, implementation, project management, database conversion, system validation, instrument integration, training, and support.

ATL has experienced double-digit growth throughout the past 10 years. We have never been bought or sold, and we have never dropped support for any of our clients with active support contracts, regardless of their LIMS version. ATL continues to reinvest heavily in research and development in order to provide our customers with the best available technology and tools.

ATL is a privately held corporation, as such, we do not share any financial details/documents without an executed Non-Disclosure Agreement in place, as release of this information through a FOIA or Sunshine Law request could be detrimental to our business model. ATL may consider limited release of financial information upon receipt of an NDA from the City of Vallejo.

Our Services
ATL’s aim is to understand each customer’s data analysis and information management needs. We work together diligently with our customers to implement a system specifically designed to support those needs. To ensure that our customers successfully deploy our LIMS solutions, we have developed the ATL Advantage Plan.

This unique project management program is the result of more than 27 years' expertise in the LIMS industry, and complies with our ISO 9001 Certified Quality Management System. It consists of an assigned Project Manager, bi-weekly meetings, checklists, project schedule, a dashboard series, and more.

A dedicated training team and a comprehensive support plan back ATL's strong customer commitment and LIMS solutions. ATL Academy provides routine and custom training programs such as LIMS Boot Camp, onsite core training, remote training, and virtual courses to educate users with the skills needed to leverage their LIMS investment.

ATL’s GOLD Support is provided at no charge for the first year for on-premises deployments. For SaaS (hosted) deployments, GOLD Support is included with the monthly hosting cost for the duration of the contract. GOLD Support includes unlimited incidents, access to a secure support website with a knowledge base, FAQs, white papers, training videos and a user group forum, free product updates and upgrades, live phone support Monday – Friday from 8AM – 5PM ET, email and website submission of support incidents available anytime, a dedicated Account Manager, quarterly training webinars, and much more.

ATL intends to remain a technology leader in the LIMS industry by providing world-class, innovative LIMS solutions, automation consulting, instrument and enterprise integration, superior product support, and training.

We will continue to craft technology into tools that automate laboratory and business operations, improving efficiency and accuracy, while simplifying our users’ daily work.

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o Include technical capabilities and resources for supporting the services required in this RFP.

ATL’s Research and Development Group invests continually in the latest technology, providing our clients with the most stable and current systems for safe and secure data management.

ATL is one of the few independent LIMS firms that is ISO 9001 certified, and has been since 2001. ATL is also a Microsoft Gold Partner. Microsoft Gold Partners receive a rich set of benefits, including early access to new features and tools, additional training, and enhanced support. This improved access to Microsoft resources gives ATL a distinct advantage, and enables us to ensure our LIMS solutions stay ahead of the changing technology trends. Sample Master® has achieved VMware Ready™ and Citrix Ready® status, and is fully supported on VSphere 5.5 or above and Citrix XenApp® v7.6 or higher.

ATL’s relationship with leading providers of technologies and value-added resellers serves as a global network that extends our expertise in products, services, and support around the world. Our partnerships with firms such as Northwest Analytical, SAS JMP, Tracking Solutions, Elemental Machines, Citrix, VMware, Dell, Labforward and others allows us to leverage the best available technology in our LIMS solutions. All of these alliances and certifications enable us to better serve our customers and allow us to offer superior software solutions at an affordable cost.

ATL’s solutions have been interfaced with a number of different software solutions which include numerous ERP systems (SAP, Oracle, Microsoft Dynamics), SCADA systems (Wonderware), iHistorian, Almax’s Operator 10, HACH WIMS, WaterTrax, Linko, Enfotech, and many others. ATL’s LIMS are also able to import data automatically from contract laboratories commercial systems. For more advanced statistical analysis, we offer integration with NWA Quality Analyst and SAS JMP software packages.

ATL’s Advantage Plan is the result of over 27 years of expertise in the LIMS industry, and complies with ATL’s ISO 9001 Certified Quality Management System. ATL assigns a Project Manager who is responsible for managing professional services. ATL utilizes project meetings, checklists, a static data template, and a project dashboard along with adopting the Project Management Institute’s Project Management Methodology (PMM). ATL’s Advantage Plan is designed to ensure that our clients successfully deploy our LIMS solutions in a timely and costeffective manner.

ATL Academy’s course offerings include on-site core training for Administrators and End-users, remote web training, virtual Instructor-Led Training (vILT) and LIMS Boot Camp. All courses are supplemented with comprehensive training materials. Through the ATL Metals Program, we offer the most comprehensive support to our clients with Gold and Platinum packages, including unlimited incidents, live support engineers, free product upgrades and a dedicated account manager. ATL has never dropped support for any of our products in our 27+ year history.

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o Include support policies in regards to staffing and response standards for supporting the services required in this RFP.

A LIMS is a major investment, and we believe that superior support is a necessity. ATL delivers excellent support via a team of laboratory and software professionals that are experienced, responsive, and committed to providing our clients with the highest level of support and service in the industry.

As an ISO 9001 certified firm, all support issues are managed in accordance with our Quality Management System (QMS). All requests for assistance by clients are recorded using our support tracking software. Once a client reports an issue, a separate, unique ID is created for each incident or request for information that is reported by a customer, via phone, fax, email, or the online submittal form.

For SaaS (Hosted) Deployments: The customer’s SaaS Tier is accessed, for priority, and with ATL’s Premium SaaS Tier taking priority. Incidents are triaged by SaaS Tier and Severity.

ATL provides support for all clients via our toll-free number, remote access, a dedicated support website and email, with live support engineers available during normal business hours. A knowledge base and FAQs are accessible through ATL’s dedicated support website. All patches, services packs and product upgrades are available for download through the client’s FTP site, accessible from ATL’s customer support website.

Online support is available through ATL’s dedicated support website, allowing users to submit a support ticket online and receive a response from an ATL support engineer via phone, email or remote access, dependent upon the nature and severity of the issue.

Current version information and details on the reason for the call are needed. Standard support hours are 8:00 am to 5:00 PM ET on Monday – Friday. Extended support hours are available for clients with our Gold Plus or Platinum support plans.

Platform (Hosting Environment) Support is available 24/7/365. Unlimited support incidents, Quarterly Training and Free Product Upgrades are all included in ATL’s SaaS Support.

Additionally, ATL offers remote support services, which allows ATL software engineers to log into the customer system and perform diagnostics. The issue is not closed out until both the engineer and the client are satisfied with the solution. A dedicated Account Manager acts as the single point of contact and is responsible for ensuring that the client is satisfied with the proposed solution.

ATL releases software patches when there is an immediate need to make changes/additions. Service packs are released quarterly. Upgrades are released when there is a version change in the software, and these typically occur every 18-24 months. ATL works with clients to schedule a time to install service packs and product upgrades, in order to minimize disruption to our client’s business processes. Critical patches and hotfixes are installed as they are released. Clients are notified of upcoming service packs and product upgrades via email, along with notifications on ATL’s secure, support website. o Supply the City with a list of all organizations or municipalities for which the Respondent has provided services that are essentially equivalent to the system and services being proposed to the City and note any significant differences.

Whether it was investing in a new LIMS or replacing an inadequate existing system, ATL has helped 600+laboratories transition to the next level of data automation and efficiency. For 27+ years, ATL has been helping thousands of users streamline their daily work processes, significantly improving laboratory performance.

Sample Master® was designed for water/wastewater labs, and over 65% of ATL’s client base is in the water, wastewater and environmental industries. Sample Master® contains many tools and features for water/wastewater clients including: preloaded with EPA methods, 60+ standard reports, sample scheduling built-in, an integrated

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Discharge Monitoring Reports (DMR) reporting package, integrated MPN calculator and BOD calculator for wastewater, notification on missed scheduled samples, ability to integrate with SCADA and pre-treatment systems and instruments. ATL specializes in providing the tools and support that water/wastewater laboratories need to analyze samples, manage data, and provide custom reporting.

Our LIMS solutions been implemented in hundreds of water/wastewater laboratories with project requirements similar to the size and scope of the City of Vallejo WQL. Below is a select list of ATL’s relevant LIMS implementation experience in water/wastewater/environmental laboratories along with the state located and number of users.

Client State Users Client State Users
ALCOSAN PA 20 City of Red Deer Alberta 5
Antelope Valley CA 5 City of Salem OR 5
Alameda County Water District CA 10 City of Tallahassee FL 15 Baltimore County Utilities MD 5 City of Yonkers NY 10
Birmingham Water Works Board AL 10 County of San Luis Obispo CA 5 Brick Township Utilities NJ 10 Delaware Division of Water Resources DE Unlimited Butler County OH Unlimited Des Moines Metro Wastewater IA 10 Cambridge Water Dept. MA 10 Duke Energy NC 55
Carmel Area Wastewater Division CA 5 Eagle River Water & Sanitation District CO 10 Cary Inst. of Ecosystem Studies NY 25 Fairfax Water VA 40 Cayman Water Authority GC 10 Grand Forks Environmental Lab ND 5 Centennial Water & Sanitation CO 5 Guadalupe-Blanco Water Authority TX 10 Charles County Utilities MD 5 Gwinnett County Utilities GA 10 Chester Water Authority PA 25 Harris County Pollution Control TX 10 Citizens Energy Group IN 15 Inland Empire Utilities Agency CA Unlimited City and County of Honolulu HI 25 Jordan Valley Water UT 15 City of Asheboro Wastewater NC 5 Lincoln Water NE 10
City of Boca Raton FL 10 Mammoth Community Water District CA 5 City of Ann Arbor MI 27 Metropolitan Utilities District NE 10 City of Thornton CO 10 Metro Water - Salt Lake & Sandy UT 5 Coachella Valley Water District CA 10 Mobile Area Water & Sewer Systems AL 5 Confederated Tribes of Umatilla OR 5 Murfreesboro Water & Sewer Dept. TN 10 Contra Costa Water District CA 10 Niagara Falls Water Board NY 10 City of Clearwater FL 10 North Penn Water Authority PA 5 City of Dayton OH 25 Northern Kentucky Water District KY 5 City of Daytona Beach FL 5 Parker Water & Sanitation District CO 15 City of Durham NC 10 Pennichuck Water Works NH 10
City of Elgin IL 10 Rahway Valley Sewerage Authority NJ 5 City of Garland TX Unlimited Raleigh Water & Wastewater NC 15 City of Largo WWRF FL 5 Silicon Valley Clean Water CA 8 City of Long Beach CA 5 City of Mesa AZ 5
City of Newark NJ 10 Suez New Jersey NJ 10
City of Pasadena CA 5 Suez West Basin CA Unlimited
City of Peoria AZ 10 Truckee Meadows Authority NV 10
City of Port St. Lucie FL 5 Truckee Meadows (City of Sparks) NV 10 US EPA OH 15 Virgin Islands Water & Power VI 5
St. Johns River Water District FL Unlimited Washington Aqueduct (Army Corps of Engineers) DC Unlimited
Table 1 ‐ Select List of ATL’s Relevant Experience

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o Supply the City with a list of at five (5) organizations or municipalities that are current customers, at least two (2) of which are located in the State of California. These lists should contain the following information:

1. Name: County of San Luis Obispo Public Works
Address: County Government Center, Room 206, San Luis Obispo, CA 93408 Contact: Faith Zenker, Water Quality Manager
Phone: (805) 781-1576
Software licensed: Sample Master® LIMS - Premise Deployment – 5 users deployment for 5 concurrent users
Implementation status: Completed
Willing to participate in site visit: Yes
The County of San Luis Obispo Department of Public Works, Water Quality Lab (WQL) was founded in 1969 with the building of the Lopez Dam and the subsequent startup of the Lopez Water Treatment Plant. The WQL eventually expanded to provide laboratory services for all the Public Works operated water and wastewater systems. The WQL is certified by the State of California's Environmental Laboratory Accreditation Program (ELAP). To remain certified by the State, the Lab is required to annually demonstrate capability by analyzing unknowns for each constituent. The WQL is also an APWA Accredited Agency. In addition to analytical work, the WQL also provides sampling, compliance reporting, watershed monitoring and technical support services for Public Works systems.

ATL engineers implemented Sample Master® LIMS (Sample Tracking, Data Entry, Sample Scheduling, QA/QC, Electronic Data Transfer, Chemical Inventory & Maintenance modules) as an on-premises deployment for 5 concurrent users at the WQL. Sample Master® iMobile and Northwest Analytics QA were also implemented.

ATL’s Professional Services included: the ATL Advantage Plan which consists of the following services:
 Project Management: a dedicated Project Manager, project meetings, client checklist, implementation plan, dashboard series and other tools that ensure that ATL’s clients successfully deploy Sample Master® LIMS along with implementation support. This program is the result of 27 years of expertise in the LIMS industry and in compliance with ATL’s ISO 9001 Certified Quality Management System.  Implementation Support
 Dedicated Account Management
 Creation of Requirements Documents (RD): For the addition of any custom features such as instrument parsers, reports or new features or functions, ATL engineers develop an RD to ensure that all needed information is captured and mapped accurately, prior to development of the customization.

Also, instrument integration (TOC Analyzer, IC and ICP-OES), on-site and off-site consulting, report development, off-site customizations (a contract laboratory import template – single template for 5 contract labs), historical data migration, testing and documentation, training for Administrators/End-users, 2 days of on-site GO LIVE assistance, and ATL Gold Support.

2. Name: San Jose Water
Address: 1221 A South Bascom Ave., San Jose, CA 95128
Contact: Francois Rodigari, Director of Water Quality and Environmental Services Phone: (408) 279-7967 Email: [email protected] Software licensed: Sample Master® LIMS - SaaS Basic Hosted Deployment - 5 users Implementation status: Completed
Willing to participate in site visit: Yes
Founded in 1866, San Jose Water (SJW) is an investor owned public utility, and one of the largest and most technically sophisticated urban water systems in the United States. San Jose Water serves over 1 million people

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in the greater San Jose metropolitan area with high quality, life sustaining water with an emphasis on exceptional customer service. SJW also provides services to other utilities including operations and maintenance, billing, and backflow testing.

ATL engineers implemented Sample Master® (Sample Tracking, Data Entry, Sample Scheduling, QA/QC, Electronic Data Transfer, Chemical Inventory, Resource Management, Customer Relationship Management & Maintenance modules) as a SaaS Basic Hosted deployment for 5 users. Sample Master® iMobile for 2 users, a Barcode Starter Package and Monitor Plus Package were also implemented at the SJW Laboratory.

ATL’s Professional Services included: the ATL Advantage Plan (Project Management Program), a LIMS Needs Assessment, on-site and off-site consulting, off-site customizations (Drinking Water Division EDD, environmental database interface and iMobile customization), testing and documentation, on-site and remote training for Administrators/End-users and ATL Gold Support.

3. Name: City of Pasadena Water & Power Department
Address: 245 W. Mountain St., Pasadena, CA 91103
Contact: Amy George, Principal Chemist
Phone: (626) 744-7954 Email: [email protected] Software licensed: Sample Master® LIMS - SaaS Standard Hosted Deployment – 5 users Implementation status: In progress
Willing to participate in site visit: Yes
The City of Pasadena Water & Power Department (PWP) operates a community water system and has an in-house Water Quality Laboratory (WQL). The PWP WQL is operated to comply with federal and state Safe Drinking Water Act regulations and also provides treatment process control. PWP’s team monitors daily (including weekends and holidays), drawing samples from 300 locations to test for more than 170 elements to ensure the high standards are maintained.

Currently in progress, this project includes: Sample Master® LIMS implementation (Sample Tracking, Data Entry, Sample Scheduling, QA/QC, Electronic Data Transfer, Resource Management & Maintenance modules) with ExcelExpress as a SaaS Standard Hosted deployment for 5 named users. Also, implementation of ATL’s Barcode Starter Package and Result Point® web portal.

ATL’s Professional Services will include: the ATL Advantage Plan (Project Management Program), instrument integration (inorganic Analysis: Thermo/Dionex ICS-2100; Thermo/Dionex HPIC; Organic Analysis: Agilent 6850 GC-MS), on-site and off-site consulting, report development (EDDs for CA SWRCB & RWQCB Reports), off-site customizations (ERP integration), historical data migration, testing and documentation, training for Administrators/End-users and ATL Gold Support.

4. Name: Mammoth Community Water District
Address: 1315 Meridian Blvd., Mammoth Lakes, CA 93546
Contact: Bruce Medhurst, Laboratory Director/Technical Manager Phone: 760.934.2596 ext. 250 Email: [email protected] Software licensed: Sample Master® LIMS - SaaS Basic Deployment – 5 users Implementation status: Complete
Willing to participate in site visit: Unavailable at this time Founded on August 5, 1957, the Mammoth Community Water District (MCWD) has provided water, wastewater and recycled water services for over 60 years. The District provides surface water from Lake Mary, groundwater

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from 9 production wells, and in 2020 produced 37,000,000 gallons of recycled water at the wastewater treatment plant. Infrastructure includes 80 miles of water lines, 75 miles of sewer lines, 3 water treatment plants, and a wastewater treatment facility. Additionally, staff maintain a 1 megawatt solar array to provide clean energy for the energy intensive wastewater treatment process. MCWD’s California ELAP Certified Laboratory provides services to over 200 individual water systems including local, state, and federal agencies, tribal lands, public and private campgrounds, and individual homeowners.

ATL engineers implemented Sample Master® (Sample Tracking, Data Entry, Sample Scheduling, QA/QC, Electronic Data Transfer, Chemical Inventory, Resource Management, Customer Relationship Management & Maintenance modules) as a SaaS Basic deployment for 5 users, Sample Master® iMobile for 2 users, Barcode Starter Package and Monitor Plus Package at the MCWD Laboratory.

ATL’s Professional Services included: the ATL Advantage Plan, on-site and off-site consulting, off-site customizations (COA Report), testing and documentation, onsite and remote training for Administrators/Endusers and ATL Gold Support.

5. Name: Coachella Valley Water District
Address: 51501 Tyler St., Coachella, CA
Contact: Wil Gonzalez
Phone: (760) 398-2661 Email: [email protected]
Software licensed: Sample Master® LIMS – Premise Deployment – 10 users Implementation status: Completed
Willing to participate in site visit: Unavailable at this time Coachella Valley Water District (CVWD) was formed in 1918 to protect and conserve local water sources. Since then, the District has grown into a multifaceted agency that delivers irrigation and domestic (drinking) water, collects and recycles wastewater, provides regional storm water protection, replenishes the groundwater basin and promotes water conservation. CVWD's service area covers approximately 1,000 square miles from the San Gorgonio Pass to the Salton Sea, mostly within the Coachella Valley in Riverside County, California.

The boundaries also extend into small portions of Imperial and San Diego counties.

CVWD is committed to protecting the health of its communities by delivering safe, high quality tap water to customers. CVWD employees monitor water systems and collect more than 17,000 water samples per year.

Water samples are tested for more than 100 regulated and unregulated substances, including tests performed at its own state-certified Water Quality Laboratory.

ATL engineers implemented Sample Master® LIMS (Sample Tracking, Data Entry, Sample Scheduling, QA/QC, Electronic Data Transfer & Maintenance modules) as a Premise deployment for 10 users. Sample Master® iMobile, a Barcode Starter Package and DMR Package were also implemented.

ATL’s Professional Services included: the ATL Advantage Plan (Project Management Program), on-site and offsite consulting, off-site customizations (Statistical Process Report, Monthly Distribution System Bac-t Report, Custom COC Report, integration/modifications with SDWARS, CDPH Write on Software and CIWQS), historical data migration, instrument integration (4 instruments), testing and documentation, on-site and remote training for Administrators/End-users and ATL Gold Support. Lab personnel also attended LIMS Boot Camp.

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B. TECHNICAL PROPOSAL
Section 1: Executive Summary
The City of Vallejo Water Quality Laboratory (WQL) performs testing in order to meet or exceed regulations set forth by the California Department of Public Health and the U.S. Environmental Protection Agency. These testing services are critical to the City’s operations, and the WQL requires a modern, user-friendly LIMS solution to support their organization. The City of Vallejo has identified their key requirements for a new LIMS solution in their RFP.

Sample Master® is available as a Workstation, Web or Workstation/Web Combo and can be deployed as a Premise or SaaS solution. After reviewing the City’s requirements, ATL is proposing Sample Master® Workstation LIMS for the City of Vallejo WQL, utilizing MS SQL Server as the back-end database engine with a SaaS Premium deployment.

Sample Master® LIMS is a complete laboratory information management solution that will automate the laboratory, streamline business processes and improve productivity to meet the needs of the WQL. ATL believes this solution will support the organization’s needs today, and provide functionality that may be desired in the future as the laboratory continues to grow.

Sample Master® offers peace of mind in managing your laboratory by maximizing your resources, operational efficiency, and profitability. Sample Master® provides an intuitive user interface and advanced features like the Master Query, powerful scheduling, integrated calculations, configurable captions, automated alerts, reporting, mobile sample login and more.

Developing the City of Vallejo WQL’s LIMS Solution:

As the WQL moves forward with the purchase of a new LIMS, ATL understands there are several key considerations:

1. A solution that does not require source code or custom code modification to support lab-specific configuration and workflow requirements with a smooth upgrade path.

2. Sufficient record handling capacity to allow storage / viewing of current and historical laboratory data for at least a ten-year period.

3. Achievement and/or maintenance of regulatory certification, including ISO 17025, TNI/NELAC, EPA, ELAP, NELAP, GLP, etc. and a comprehensive Audit Trail.

4. Security - a secure solution, capable of assigning various levels of access and permissions.

Sample Master® is designed with technology and features that provide a complete LIMS solution. Sample Master® fully supports the City of Vallejo WQL’s General LIMS Specifications:
 Sample Master® is user configurable and customizable and can be easily tailored to suit client's laboratory needs. Sample Master® was designed to provide users the ability to add new screens, custom fields, data tables, forms and reports. Users can set up departments that the sample must go through for their laboratory and have the ability to replace screen captions with captions that reflect the laboratory’s terminology, accelerating full implementation. ATL has continually provided a smooth upgrade path from version 1 of Sample Master® through to version 10, each time pulling in the client’s customization and protecting their LIMS investment.
 Straightforward process for LIMS Administrators to archive and restore/retrieve data. Using the Master Query, clients are able to select the data they wish to Archive based on their specific criteria. Samples are then moved from the “active” database to the “archive” database, and users can easily retrieve archived data for reporting and trending. Sample Master® utilizes SQL Server which is a fully scalable solution capable of holding multiple years of data in the active database.

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 Sample Master® supports achievement and/or maintenance of regulatory certification, including ISO 17025, TNI/NELAC, EPA, ELAP, NELAP, GLP, etc. Sample Master® is recognized by quality control managers and laboratory experts as an effective platform to accelerate accreditation and ease the burden of maintaining ongoing compliance. Additionally, Sample Master® provides a complete audit trail for changes to validated and approved results, including User ID, Date, Time and Original/Revised result. Also, the ability for a complete audit of the LIMS SQL database, tracking and analyzing any database activity including database security, access and usage, data creation, change or deletion.  Sample Master® has tight security to ensure that only authorized individuals can login to the system.

LIMS Administrators can restrict access to users that require specific functions and assign various levels of permissions.

Sample Master® fully supports the City of Vallejo WQL’s Functional LIMS Specifications, providing the following benefits:
 Easily manage the laboratory workflow with the Sample Tracking module. Automate sample login, generate barcode labels, create quotes and convert to orders. Create invoices that can be electronically exported to numerous accounting packages such as QuickBooks and Peachtree. Generate a series of reports, including Chain of Custody, login report, and sample conditions. Scan supporting documentation or attach files to an order (PDF, Word, Excel, etc.) Create, maintain, and email worklists for laboratory staff.
 Maximize your resources with the Data Entry module. Data can be received from analysts or instruments. Enter, approve and report results with peer review. Create QC batches, run trend analysis, track GIS (Geographic Information System) coordinates, configure unit conversions, sig figs, and decimals.
 Improve operational efficiency and organization with the Sample Scheduling module. Automatically prelog samples for routine collection based on pre-defined projects configurable frequency with ability to reschedule holidays. View and print calendar with scheduled collections by month for a customer, project and/or test. Prepare sample collection kits in advance, with routing sheets, labeled bottles, and email alerts for the field collection team.
 Meet regulatory and business Quality Control/Quality Assurance requirements. Graph results and create control charts. Configure QC sample types (QC, matrix spikes, blanks, duplicates, surrogates, matrix spike duplicates). Manually enter control limits or calculate from historical limits. Use the Master Query to select data to report or graph (test, sample number, method, site, analyst).  Reduce costs and facilitate timelier, better purchasing decisions with the Chemical and Reagent Inventory module. Track supplies and vendors to assign prices and expiration dates, monitor lot numbers. Automate back office information to improve purchasing decision making. Set email alerts to reorder supplies approaching expiration date or reaching critical limits.  Manage staff training and competency and ensure instrument regulatory compliance with the Resource Management module. Track personnel training and set up personnel certificate renewal alerts. Manage instruments calibrations.
 Promote accountability with the Customer Relationship Management module as part of your quality improvement cycle. Support customer inquiries and concerns through an organized method of tracking, monitoring, and rapidly resolving potential problems. Execute corrective and preventative actions and track progress.

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 Access data quickly with the Master Query. This query screen is used throughout the LIMS for easy learning, allowing users to filter and retrieve data dynamically. An unlimited number of reports and queries can be created, saved and exported.
 Increase process efficiency with application and instrument interfacing. Sample Master®’s open architecture supports interfacing with a variety of software like ERP systems (SAP, Oracle, Microsoft Dynamics), SCADA systems (Wonderware), iHistorian, Almax’s Operator 10, HACH WIMS, WaterTrax, Linko, Enfotech, and many others. Instrument integration saves time and delivers a quick return on investment. ATL has interfaced over 500 different instruments with Sample Master® and supports bidirectional interfaces.  Promote better communication across the organization and with customers with enhanced Reporting capability. Ad-hoc and automatic reporting capabilities for samples, projects and management summaries with direct printing of reports to a user selectable printer, fax, email or the Web. Modify any of the 60+ standard reports included to meet your needs or create an unlimited number of reports.

Create Electronic Data Deliverables (EDDs) without programming.  Tools specifically for the Water/Wastewater industry. Capability to interface with SCADA, ERSI, Operator 10, LINKO, WIMS and more. NELAP/ISO/EPA features to facilitate compliance. Audit trail, ExcelExpress, BOD Calculator, MPN function, MDL, SDWIS, NPDES-DMR Reporting Package, common test methods and calculations pre-loaded, field sample collection with iMobile and more! What sets ATL apart in the industry?
 Commitment to Quality - ATL is ISO 9001:2015 certified and a Microsoft Gold Certified Partner.

Additionally, ATL is a member of VMware’s Technology Alliance Partner (TAP) program. VMware has certified Sample Master® LIMS to be VMware Ready™, a designation that signifies to customers that Sample Master® has undergone detailed test procedures and has been certified to run with VMware Cloud infrastructure solutions.
 ATL’s Advantage Plan (Project Management) - The result of over 27 years of expertise in the LIMS industry, and complies with ATL’s ISO 9001 Certified Quality Management System. ATL assigns a Project Manager who is responsible for managing professional services. ATL utilizes project meetings, checklists, a static data template, and a project dashboard along with adopting the Project Management Institute’s Project Management Methodology (PMM). ATL’s Advantage Plan is designed to ensure that our clients successfully deploy our LIMS solutions in a timely and cost-effective manner.  Industry Knowledge – ATL has over 27 years of experience implementing our LIMS solution across multiple industries, and a diverse workforce with backgrounds from water/wastewater to web development and microbiology to manufacturing.
 Tailored Systems Out-of-the-Box – ATL’s LIMS solutions can be used to meet the needs of your organization, exactly as they are today. Additionally, Sample Master®’s flexible configuration tools allow your solution to grow with your organization as your needs change.  Practical Solutions – ATL believes in finding practical solutions to workflow and information management requirements. Our employees have worked in organizations similar to yours, and they understand the pressure to improve performance with fewer resources, while maintaining a high quality of work. We look for ways to improve the work lives of your employees while increasing the quality of their work and ensuring compliance to your regulatory standards.  Commitment to our Clients – ATL’s Customer Advisory Board (CAB) represents a cross-section of our clients across all industries and meets regularly to discuss current and upcoming regulatory changes and propose LIMS enhancements. We also regularly present and exhibit at many conferences and trade

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shows and hold user group meetings with major trade shows such as Pittcon and AWWA Water Quality Technology Conference (WQTC). Our CAB, user group and focus meetings ensure that our LIMS products continue to meet and exceed changing regulatory requirements (EPA, TNI/NELAC, GLP, etc.) and the expectations of our clients.

ATL in Brief
 Focus on Quality –ATL’s ISO 9001 quality systems ensures that we are continually evaluating and improving ATL’s processes and procedures to ensure our client’s success. We work hard to provide our clients with a solid LIMS and a complete set of data management tools.  Technology – ATL’s Research and Development Group invests continually in the latest technology, providing our clients with the most stable and current systems for safe and secure data management.  Superior Support– Through the ATL Metals Program, we offer the most comprehensive support to our clients with Gold and Platinum packages, including unlimited incidents, live support engineers, free product upgrades and a dedicated account manager. ATL has never dropped support for any of our products in our 27+ year history.
 Training – ATL Academy’s course offerings include on-site core training for Administrators and Endusers, remote web training, virtual Instructor-Led Training (vILT) and LIMS Boot Camp. All courses are supplemented with comprehensive training materials.
 People – Diverse, multidisciplinary subject matter experts support successful implementations, and provide ATL with the knowledge needed to consistently improve our methods and processes.  Commitment – ATL is committed to the success of the project and your solution beyond implementation. For us, go-live is just a milestone in the life of your Sample Master® solution; it marks the beginning of its service working for you.

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B. TECHNICAL PROPOSAL
Section 2: System Description
o Provide as much detail as possible to describe the important features of the proposal in terms of meeting the overall and specific requirements. It should contain the following at a minimum:

ATL has provided a complete overview of Sample Master® LIMS. “About Sample Master®” is located in the Appendices of this response.
 Complete description of the proposed approach to the City’s requirements.

ATL specializes in providing the tools and support water and wastewater labs needs to analyze samples, manage data, and provide custom reporting – all to help meet the world’s thirst for clean drinking water.

ATL engineers will implement Sample Master® LIMS for the City of Vallejo WQL, as a SaaS Premium deployment for 7 named users with the following modules and enhancements:
 Sample Tracking Module
o Automate functions such as log-in, generate barcode labels, create quotes, convert to orders o Create invoices that can be electronically exported to numerous accounting packages such as QuickBooks and Peachtree
o Generate reports, including Chain of Custody, login report, and sample conditions o Scan supporting documentation or attach files to an order (PDF, Word, Excel, etc.) o Create, maintain, and email worklists
 Data Entry Module
o Create QC Batches
o Manually enter data or upload from instruments
o BOD, MPN and other data entry tools
o Use standard reports or create custom reports
o Check the audit trail
o Run a trend analysis
o Track GIS (Geographic Information System) coordinates o Configure unit conversions, sig figs, and decimals
o Leverage the Master Query function to quickly mine data and view more than 70 canned reports o Create Electronic Data Deliverables (EDDs) without programming  Sample Scheduling Module
o Automatically pre-log samples for routine collection; scheduled as daily, weekly, monthly, quarterly, semi-annually, annually, or by study
o Print calendar
o Reschedule for holidays
o Prepare sample collection kits in advance, with routing sheets, labeled bottles, and email alerts for the field collection team
 QA/QC Module
o Graph results and create control charts
o Configure QC sample types (QC, matrix spikes, blanks, duplicates, surrogates, matrix spike duplicates)
o Manually enter control limits or calculate from historical limits o Use the Master Query to select data to report or graph (test, sample number, method, site, analyst)
o MDL Calculator

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 Electronic Data Transfer Module
o Transfer data electronically from the LIMS (worklist) to the instrument, and, once the data is captured, import to the LIMS
o Use Task Manager to scan specific directories at user-definable times seeking files to import, or specify the exact files to use in the case of multiple runs or dilutions for a sample  Chemical and Reagent Inventory Module
o Track supplies and vendors to assign prices and expiration dates, monitor lot numbers o Automate back office information to improve purchasing decision making o Set email alerts to reorder supplies approaching expiration date or reaching critical limits  Resource Management Module
o Track personnel training
o Set up Personnel certificate renewal alerts
o Manage instruments calibrations to ensure regulatory compliance o Set up instrument calibration schedules
 Customer Relationship Management (CRM) Module
o Track customer complaints, assign to staff for follow-up, track events, re-log samples, trigger recollection
o Support system deviations through an organized method of tracking, monitoring, and rapidly resolving potential problems
o Execute corrective and preventative actions, and track progress  LIMS Maintenance Module
o Set-up, store and update information and default settings o Employee: roles, departments and permissions
o Customers: Projects, Sites, Analysis and Reports
o Methods: tests, parameters, limits, prices, etc.
o Caption Editor: Use your Lab’s Nomenclature, ID Format and Numbering Format o Configure the LIMS to conform to the workflows and business rules of your Laboratory  ExcelExpress
o Add-in for Microsoft Excel that contains intelligent algorithms which will seamlessly read data from and import result data into the LIMS
o Ability to import data from most scientific instruments, subcontracted data outputs, and laboratory bench sheets
 Test/Development Environment
o Separate Test/Development System for Sample Master® LIMS. Includes two (2) named user licenses.
 DB Audit & Security 360
o DB Audit and Security 360 is a professional database security and auditing solution for MS SQL Server. It allows database and system administrators, security administrators, auditors and operators to track and analyze any database activity including database access and usage, data creation, change or deletion.
 1D Barcode Starter Package
o Includes 300DPI Printer, 2 Hand-Held Scanners, 1 Ribbon, 1 Roll of Labels (1000), Barcode Software and all required cables, On-site Installation, Configuration (includes up to 2 hours of

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custom label report development) and Training when implemented with Sample Master®.

Professional Services provided by ATL:
 (ATL Advantage Plan) Checklists, Templates and Forms:

To ensure that our customers successfully deploy our LIMS solutions, we have developed the ATL Advantage Plan. This unique project management program is the result of more than 27 years' expertise in the LIMS industry, and complies with our ISO 9001 Certified Quality Management System (QMS). A dedicated Project Manager (PM) shall be assigned and will be the single point of contact for overall communications, project coordination with the City and accountability issues.

Following the Kick-off Meeting, ATL will deliver the following to the City: Pre-installation New Customer Checklist, the Static Data Table Template, Project Dashboard, Change Order Form, Training Forms, and Meeting Notes (if applicable).
 Requirements Gathering (on-site):

ATL utilizes our Requirements Gathering process to assess the scope of the client's configuration and customization requirements. This process is designed to mitigate risk, facilitate efficient deployment of the LIMS, evaluate workflows, gather Instrument output files, discuss required reports and ensure longterm success for the implementation.  Instrument Integration Requirements Documents RDs /Parser Creation:

ATL engineers will work with the City to create a Requirements Document (RD) that will clearly define the specifications of each customization (instrument integration, custom reports, systems integration, historical data migration, etc), for client review and signoff prior to any initiation of work (includes Requirements Document (RD) creation, QA/QC, documentation and installation).  Report Development RDs:

ATL engineers will provide detailed RDs for each report/EDD that is to be developed and a unique ID will be assigned to each report. The RDs will be emailed to the City Project Manager for review and approval (signoff). Once returned to ATL, ATL engineers will create the report. Completed reports/EDDs will be tested on the test/development server, once they pass testing they will be deployed on the production server.
 Systems Integration Requirements Documents RDs:

ATL engineers will forward completed RD’s for review and sign-off before development begins. ATL Engineers will work with the City team to integrate the following: SCADA Historian and NexGen.  ATL Per-Diem off-site Consulting Services:

ATL engineers will perform the following off-site consulting services: Static Data Migration, ExcelExpress Configuration, Instrument Configuration and DB Audit Configuration.  ATL Per-Diem off-site Customizations RDs, Testing & Documentation:

ATL engineers will forward completed RD’s for review and sign-off before customization begins. ATL engineers will perform: – Historical Data Migration (10 years), Electronic Bench Sheets, Custom Reporting to CA CIWQS and Set-up of Sub-contract EDD Report Import.  Training Services (on-site and remote):

Our certified trainers provide custom tailored End-user, LIMS Administrator and ExcelExpress training as well as classroom style training and on-the-job training in smaller groups. Because not all people learn the same way, our trainers utilize a combination of training methods and offer video tutorials. ATL also offers the following: 3-day Intermediate LIMS Boot Camp, 2-day Advanced LIMS Boot Camp, and virtual, instructor-led training sessions.

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Vallejo City CouncilMarch 28, 2023

Vallejo City Council
March 28, 2023