Item No. 5.
STAFF REPORT
DATE: September 14, 2026
TO: Honorable Mayor and City Council
FROM: Dr. Sean M. Moore, City Manager
PREPARED Fermin Preciado, Director of Public Works/City Engineer BY: Scott Washburn, Deputy Director of Public Works
Todd Gutjahr, Senior Public Works Analyst
SUBJECT: Contract Amendment -Allison Mechanical, Inc., HVAC Operations and Maintenance Services at Various Public Facilities
RECOMMENDATION:
That the City Council:
1. Approve and authorize the City Manager to execute Contract Amendment No. 9 with Allison Mechanical, Inc. for HVAC Operations and Maintenance Services at Various City -Owned Public Facilities resulting in a revised five-year contract total of $1,151,743; or
2. Provide further direction to staff.
BACKGROUNDIDISCUSSION:
On June 22, 2026, the City Council approved Contract Amendment No. 7 (Scherer Senior Center HVAC Upgrades) and Contract Amendment No. 8 (Fourth Annual Contract Extension) with Allison Mechanical, Inc. Following those approvals, staff identified clerical errors in the revised contract totals identified in the City Council report. While the City's procurement system, financial records, and contract documents attached to that report reflect the correct amounts, staff is recommending approval of proposed Contract Amendment No. 9 to clarify the correct contract amendment amounts and the total five-year contract amount.
This proposed action serves only to correct the clerical errors allowing the five-year contract with Allison Mechanical Inc. to accurately reflect the amounts in the City's financial records consistent with the City Council's previous approvals for this contract. No fiscal or budget adjustments are required for the proposed amendment.
FISCAL IMPACT:
The recommendations do not result in a fiscal impact.
Attachments
Attachment No. 1 -Amendment No. 9.pdf
NINTH AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
BY AND BETWEEN
THE CITY OF YUCAIPA,
A CALIFORNIA MUNICIPAL CORPORATION
AND
ALLISON MECHANICAL, INC.
A CALIFORNIA CORPORATION
DATED: SEPTEMBER 14, 2026
NINTH AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT FOR HVAC
OPERATIONS AND MAINTENANCE SERVICES BETWEEN THE CITY OF YUCAIPA AND ALLISON MECHANICAL, INC.
This Ninth Amendment to the Professional Services Agreement for HVAC Operations and Maintenance Services is made and entered into as of this 14t1i day of September, 2026, by and between the City of Yucaipa ("City"), a California municipal corporation, and Allison Mechanical, Inc., a California Corporation ("Consultant"). City and Consultant are sometimes hereinafter referred to as "Party" and hereinafter collectively referred to as the "Parties."
RECITALS
A. City and Consultant entered into an agreement entitled "Professional Services Agreement for HVAC Operations and Maintenance Services" dated August 8, 2022 ("Agreement") for the purpose of retaining the services of Consultant to provide on -call HVAC operations and maintenance services which authorizes Forty -Eight Thousand Nine Hundred and Sixty -Eight Dollars ($48,968) per year for three years for HVAC operations and maintenance services.
B. The Parties have previously entered into Amendment No. 1 dated June 6, 20233 ("Amendment No. I"). Amendment No. 1 increased the total not to exceed amount to Seventy Thousand Five Hundred Thirty -One Dollars ($70,531) per year for HVAC operations and maintenance services.
C. The Parties have previously entered into Amendment No. 2 dated October 23, 2023 ("Amendment No. 2"). Amendment No. 2 increased the total not to exceed amount to One Hundred Fifteen Thousand Five Hundred Thiry-One Dollars ($115,531) per year for HVAC operations and maintenance services.
D. The Parties have previously entered into Amendment No. 3 dated June 24, 2024 ("Amendment No. 3"). Amendment No. 3 increased the total not to exceed amount to One Hundred Fifteen Thousand Seven Hundred Thiry-One Dollars ($117,531) per year for HVAC operations and maintenance services.
E. The Parties have previously entered into Amendment No. 4 dated December 9, 2024 ("Amendment No. 4"). Amendment No. 4 increased the total not to exceed amount to One Hundred Fifty Thousand Eight Hundred Fifty -Three Dollars ($150,853) per year for HVAC operations and maintenance services.
F. The Parties have previously entered into Amendment No. 5 dated June 23, 2025 ("Amendment No. 5"). Amendment No. 5 increased the total not to exceed amount to One Hundred Fifty -Four Thousand Six Hundred Twenty -Four Dollars ($154,624) per year for HVAC operations and maintenance services.
Page I 1
G. The Parties have previously entered into Amendment No. 6 dated November 1, 2025 ("Amendment No. 6"). Amendment No. 6 increased the total not to exceed amount to Three Hundred Twenty -Eight Thousand Nine Hundred Dollars ($328,900) per year for the replacement of the chiller at City Hall.
H. The Parties have previously entered into Amendment No. 7 dated June 22, 2026 ("Amendment No. 7"). Amendment No. 7 increased the total not to exceed amount to Four Hundred Ninety -Three Thousand Dollars ($493,000) per year for the Scherer Senior Center HVAC Upgrades — CDBG Project No: YUCA-CV19-1-03A.
I. The Parties have previously entered into Amendment No. 8 dated June 22, 2026 ("Amendment No. 8"). Amendment No, 8 increased the total not to exceed amount to One Hundred Fifty -Five Thousand Eight Hundred Two Dollars ($155,802) for FY27 and includes a CPI increase for FY27 of 3.1 % for HVAC operations and maintenance services, for a contract total of Six Hundred Forty -Eight Thousand Eight Hundred and Two Dollars ($648,802). Additionally, the Parties agreed to another one-year extension of the Agreement, ending on June 30, 2027.
J. Following approval, staff identified a clerical error in the revised contract totals listed in the agenda report for Amendment No. 7 and in the narrative sections of both Amendment No. 7 and Amendment No. 8. These incorrect totals appeared only in the published report text; the City's procurement system, financial records, and fully executed contract documents all reflected the correct amounts.
The incorrect figures ($493,000 and $648,802) did not impact the adopted FY27 Budget, previously approved project funding allocations, nor any executed contract documents or amendments.
K. All official contract and fiscal records correctly show the five-year contract total as $1,151,743. The Parties intend to make a similar correction to the Agreement through this Ninth Amendment.
L. The Extension of Contract of the Special Provisions allows the Agreement to be extended beyond the initial term for an additional four (4) one-year terms with mutual agreement by the City and Contractor and allows for an adjustment equal to the Consumer Price Index for the final three terms. The Contract will expire on June 30, 2027.
OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the promises made and recited herein, the Parties do hereby enter into this Amendment No. 9, which modifies and amends the Agreement as follows:
1. AMENDMENT. The Agreement is hereby modified and amended as follows:
Section 3(A) of the Agreement is hereby amended as follows:
"As full compensation for Services satisfactorily rendered, City shall pay Consultant at the hourly rates set forth in the Approved Fee Schedule attached hereto as Exhibit B. In no event shall Consultant be paid more than $1,151,743 (for the five-year contract) for the routine HVAC operation and maintenance services (the "Maximum Compensation") for such Services."
2. REMAINDER UNCHANGED. Except as specifically modified and amended in this Amendment No. 9, the Agreement remains in full force and effect and binding upon the Parties.
3. INTEGRATION. This Amendment No. 9 consists of pages 1 through 3, inclusive, which constitute the entire understanding and agreement of the Parties and supersedes all negotiations or previous agreements, including written or verbal communications between the Parties with respect to all or any part of the transaction discussed in this Amendment No. 9.
4. SEVERABILITY. If any portion of this Amendment No. 9 is declared invalid, illegal or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
5. EFFECTIVE DATE. This Amendment No. 9 shall not become effective until the date it has been executed by the appropriate authorities of the City and Consultant.
6. APPLICABLE LAW. The laws of the State of California shall govern the interpretation and enforcement of this Amendment No. 9.
7. REFERENCES. All references to the Agreement include all their respective terms and provisions. All defined terms utilized in this Amendment No. 9 have the same meaning as provided in the Agreement, unless expressly stated to the contrary in this Amendment No.
9. [SIGNATURE PAGE FOLLOWS]
IN WITNESS WHEREOF, the Parties hereto have executed this Amendment No. 9 to the Agreement on the date and year first written above.
CITY OF YUCAIPA
Dr. Sean M. Moore, City Manager
CONSULTANT
USA
ATTEST:
Lo
Ana Sauseda, MMC
Director of General Services/City Clerk
Its:
APPROVED AS TO FORM:
Steven Graham Pacifico, City Attorney