20200616 Regular City Council Meeting - PacketAgenda
City of Vernon
Regular City Council Meeting
Tuesday, June 16, 2020, 09:00 AM
City Hall, Council Chamber
4305 Santa Fe Avenue
Vernon, California
Leticia Lopez, Mayor
Melissa Ybarra, Mayor Pro Tern
William Davis, Council Member
Carol Menke, Council Member
Diana Gonzales, Council Member
THIS MEETING WILL BE CONDUCTED PURSUANT TO GOVERNOR NEWSOM'S EXECUTIVE
ORDER N-29-20.
The public is encouraged to view the meeting at http://www.cityofvernon.org/webinar or by calling
(562) 247-8321, Access Code 748-794-997#.
You may submit comments to PublicComment(a)-ci.vernon.ca.us with the subject line "June 16,
2020 City Council Meeting Public Comment Item #_." Comments received prior to 8 a.m.,
Tuesday June 16, 2020, will be read into the record.
CALL TO ORDER
I aWmevy_ ill 9 :4
ROLL CALL
APPROVAL OF THE AGENDA
PUBLIC COMMENT
At this time the public is encouraged to address the City Council on any matter that is within the
subject matter jurisdiction of the City Council. The public will also be given a chance to comment
on matters which are on the posted agenda during City Council deliberation on those specific
matters.
Regular City Council Meeting Agenda
June 16, 2020
CONSENT CALENDAR
Page 2 of 6
All matters listed on the Consent Calendar are to be approved with one motion. Items may be
removed from the Consent Calendar by any member of the Council. Those items removed will be
considered immediately after the Consent Calendar.
1. City Clerk
Approval of Minutes
Recommendation:
Approve the June 2, 2020 Regular and June 8, 2020 Special City Council meeting
minutes.
1. 2020-06-02 City Council Minutes
2. 2020-06-08 City Council Minutes
2. City Clerk
Claims Against the City
Recommendation:
Receive and file the claims submitted by: 1) Vernon Co, LLC., in an undetermined
dollar amount; and 2) Marina Quiroz in the amount of $3,023.77.
1. Vernon Co, LLC 06-08-2020
2. Quiroz, M. 06-08-2020
3. Finance/Treasury
City Payroll Warrant Register
Recommendation:
Approve City Payroll Warrant Register No. 768, for the period of May 1 through May
31, 2020, which totals $2,889,731.37 and consists of ratification of direct deposits,
checks and taxes totaling $1,853,582.53 and ratification of checks and electronic fund
transfers (EFT) for payroll related disbursements totaling $1,036,148.84 paid through
operating bank account.
1. City Payroll Account Warrant Register No. 768
4. Finance/Treasury
Federal Funds for Street Improvements Account Warrant Register
Recommendation:
Approve Federal Funds for Street Improvements Account Warrant Register No. 33, for
the period of May 17 through May 30, 2020, consisting of ratification of electronic
payments totaling $43,066.78.
1. Federal Funds for Street Improvements Account Warrant Register No. 33
Regular City Council Meeting Agenda Page 3 of 6
June 16, 2020
5. Finance/Treasury
Operating Account Warrant Register
Recommendation:
Approve Operating Account Warrant Register No. 47, for the period of May 17 through
May 30, 2020, which totals $8,804,615.16 and consists of ratification of electronic
payments totaling $8,329,337.94, ratification of the issuance of early checks totaling
$475,277.22, and voided Check Nos. 605584 and 605585 totaling $40,000.00.
1. Operating Account Warrant Register No. 47
6. Fire Department
Fire Department Activity Report
Recommendation:
Receive and file the April 2020 Report.
1. Fire Department Activity Report - April 2020
7. Police Department
Police Department Activity Report
Recommendation:
Receive and file the April 2020 Report.
1. Police Department Activity Report — April 2020
8. Finance/Treasury
Annual Statement of Investment Policy for Fiscal Year 2020-2021
Recommendation:
Adopt Resolution No. 2020-21 approving the Annual Statement of Investment Policy
for Fiscal Year 2020-2021 and delegating investment authority to the Director of
Finance/City Treasurer.
1. Resolution No. 2020-21 Investment Policy
9. Public Utilities
Services Agreements for Natural Gas Support Services
Recommendation:
Approve and authorize the City Administrator to execute Service Agreements for
Natural Gas Support Services for a grand total amount not -to -exceed $610,000 over
the three-year term of the agreements, effective July 1, 2020 with:
1) NewGen Strategies & Solutions (NewGen) for Natural Gas Financial and Business
Support Services, in an amount not -to -exceed $210,000 over a three-year term of the
agreement; and
2) G2 Integrated Solutions (G2-IS) for Natural Gas Compliance Support Services, in
an amount not -to -exceed $400,000 over a three-year term of the agreement
1. Services Agreement with NewGen Strategies & Solutions
2. Services Agreement with G2 Integrated Solutions
Regular City Council Meeting Agenda
June 16, 2020
10. Public Utilities
Services Agreement
Compliance Services
Recommendation:
Page 4 of 6
with Jacobs Engineering Group, Inc. for Environmental
Approve and authorize the City Administrator to execute the Services Agreement with
Jacobs Engineering Group, Inc. for environmental support services, in substantially
the same form as submitted, for a total amount not -to -exceed $339,913 over the three-
year term of the agreement, effective July 1, 2020.
1. Services Agreement with Jacobs Engineering Group
11. Public Utilities
Amendment No. 1 to the Services Agreement with Pacific Advanced Civil Engineering,
Inc. for Design Services for Equipment and Site Improvements for Well No. 22
Recommendation:
A) Find that the proposed action is categorically exempt from California Environmental
Quality Act ("CEQA") review, in accordance with CEQA Guidelines § 15301, because
the project consists of the maintenance, repair or minor alteration of existing facilities
and involves negligible or no expansion of an existing use; and
B) Approve and authorize the City Administrator to execute Amendment No. 1 to the
Services Agreement with Pacific Advanced Civil Engineering, Inc. (PACE) in
substantially the same form as submitted, for a not -to -exceed amount of $97,985.00,
effective June 16, 2020, for additional design work associated with the Well No. 22
project.
1. Amendment No. 1 - Pacific Advanced Civil Engineering Inc.
12. City Administration
Fiscal Year (FY) 2019/2020 Docket III Grants Awarded by Vernon CommUNITY Fund
Grant Committee
Recommendation:
Receive and file the report, as it is being provided for informational purposes only
pursuant to Section 2.167(e) of the Vernon Municipal Code.
13. Finance/Treasury
Property and Casualty Insurance Placements for Fiscal Year 2020-21
Recommendation:
Approve procurement of annual insurance coverage for fiscal year 2020-21 for total
annual premiums not to exceed $1,216,866.
1. FY 2020-21 Summary of Insurance Premiums
Regular City Council Meeting Agenda Page 5 of 6
June 16, 2020
NEW BUSINESS
14. City Administration
Jaw Bone Canyon Property in Kern County
Recommendation:
A. Find that the proposed action is statutorily exempt from California Environmental
Quality Act ("CEQA") review, in accordance with CEQA Guidelines § 15262, because
the project only involves feasibility or planning studies for possible future actions which
the City has not approved, adopted, or funded; and
B. Hold a discussion with Lorelei Oviatt, Kern County's Planning and Natural
Resources Director, and provide direction to staff.
15. City Administration
Ratify Appointment of Health Officer for the City of Vernon
Recommendation:
Adopt Resolution No. 2020-22 ratifying the appointment of Laurene Mascola, M.D.,
MPH as Health Officer for the City of Vernon
1. Resolution No. 2020-22 Ratifying Health Officer Appointment
101:7_1NV4101:A&9
City Administrator Reports on Activities and other Announcements.
City Council Reports on Activities (including AB1234), Announcements, or Directives to Staff.
CLOSED SESSION
16. City Attorney
CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54957.6
Agency Designated Representative: Carlos Fandino, City Administrator
Employee Organizations: Vernon Police Officers' Benefit Association and Vernon
Police Management Association
CLOSED SESSION REPORT
ADJOURNMENT
I hereby certify under penalty of perjury under the laws of the State of California, that the foregoing
agenda was posted on the bulletin board at the main entrance of the City of Vernon City Hall,
located at 4305 Santa Fe Avenue, Vernon, California, and on the City's website, not less than 72
hours prior to the meeting set forth on this agenda.
Dated this 11th day of June, 2020.
By.
Lisa Pope, City Clerk
Regular City Council Meeting Agenda Page 6 of 6
June 16, 2020
Guide to City Council Proceedings
Meetings of the City Council are held the first and third Tuesday of each month at 9:00 a.m. and
are conducted in accordance with Rosenberg's Rules of Order (Vernon Municipal Code Section
2.1-1).
Copies of all agenda items and back-up materials are available for review in the City Clerk
Department, Vernon City Hall, 4305 Santa Fe Avenue, Vernon, California, and are available for
public inspection during regular business hours, Monday through Thursday, 7:00 a.m. to 5:30 p.m.
Agenda reports may be reviewed on the City's website at www.citVofvernon.org or copies may be
purchased for $0.10 per page.
Disability -related services are available to enable persons with a disability to participate in this
meeting, consistent with the Americans with Disabilities Act (ADA). In compliance with ADA, if you
need special assistance, please contact the City Clerk department at CityClerk@ci.vernon.ca.us
or (323) 583-8811 at least 48 hours prior to the meeting to assure arrangements can be made.
The Public Comment portion of the agenda is for members of the public to present items, which
are not listed on the agenda but are within the subject matter jurisdiction of the City Council. The
City Council cannot take action on any item that is not on the agenda but matters raised under
Public Comment may be referred to staff or scheduled on a future agenda. Comments are limited
to three minutes per speaker unless a different time limit is announced. Speaker slips are available
at the entrance to the Council Chamber.
Public Hearings are legally noticed hearings. For hearings involving zoning matters, the applicant
and appellant will be given 15 minutes to present their position to the City Council. Time may be
set aside for rebuttal. All other testimony shall follow the rules as set for under Public Comment. If
you challenge any City action in court, you may be limited to raising only those issues you or
someone else raised during the public hearing, or in written correspondence delivered to the City
Clerk at or prior to the public hearing.
Consent Calendar items may be approved by a single motion. If a Council Member or the public
wishes to discuss an item, it may be removed from the calendar for individual consideration.
Council Members may indicate a negative or abstaining vote on any individual item by so declaring
prior to the vote on the motion to adopt the Consent Calendar. Items excluded from the Consent
Calendar will be taken up following action on the Consent Calendar. Public speakers shall follow
the guidelines as set forth under Public Comment.
New Business items are matters appearing before the Council for the first time for formal action.
Those wishing to address the Council on New Business items shall follow the guidelines for Public
Comment.
Closed Session allows the Council to discuss specific matters pursuant to the Brown Act,
Government Code Section 54956.9. Based on the advice of the City Attorney, discussion of these
matters in open session would prejudice the position of the City. Following Closed Session, the
City Attorney will provide an oral report on any reportable matters discussed and actions taken. At
the conclusion of Closed Session, the Council may continue any item listed on the Closed Session
agenda to the Open Session agenda for discussion or to take formal action as it deems
appropriate.
City Council Agenda Item Report
Agenda Item No. COV-227-2020
Submitted by: Sandra Dolson
Submitting Department: City Clerk
Meeting Date: June 16, 2020
SUBJECT
Approval of Minutes
Recommendation:
Approve the June 2, 2020 Regular and June 8, 2020 Special City Council meeting minutes.
Background:
Staff has prepared draft minutes and hereby submits the minutes for approval.
Fiscal Impact:
There is no fiscal impact associated with this report.
Attachments:
1. 2020-06-02 City Council Minutes
2. 2020-06-08 City Council Minutes
MINUTES
VERNON CITY COUNCIL
REGULAR MEETING
TUESDAY, JUNE 2, 2020
COUNCIL CHAMBER, 4305 SANTA FE AVENUE
CALL TO ORDER
Mayor Lopez called the meeting to order at 9:01 a.m.
FLAG SALUTE
City Administrator Fandino led the Flag Salute.
ROLL CALL
PRESENT: Leticia Lopez, Mayor (via remote access)
Melissa Ybarra, Mayor Pro Tern
William Davis, Council Member
Carol Menke, Council Member
Diana Gonzales, Council Member
STAFF PRESENT:
Carlos Fandino, City Administrator
Arnold Alvarez-Glasman, Interim City Attorney
Lisa Pope, City Clerk
Scott Williams, Finance Director
Jim Enriquez, Interim Fire Chief
Abraham Alemu, Public Utilities General Manager
Fredrick Agyin, Health and Environmental Control Director
Michael Earl, Human Resources Director
Anthony Miranda, Police Chief
Dan Wall, Public Works Director
APPROVAL OF THE AGENDA
City Clerk Pope requested the addition of two items which came to the attention of the City after
the posting of the agenda:
9B. Resolution ratifying Declaration of Local Emergency pursuant to Government Code
Section 54954.2(b)(1); and
12B. Consideration of support for Project Roomkey pursuant to Government Code Section
54954.2(b)(2).
Regular City Council Meeting Minutes
June 2, 2020
Page 2 of 7
MOTION
Council Member Menke moved and Mayor Pro Tem Ybarra seconded a motion to add Item
913 — Ratification of Local Emergency 2020-02 — Civil Unrest. The question was called
and the motion carried unanimously.
MOTION
Council Member Menke moved and Council Member Davis seconded a motion to add Item
12B — Project Roomkey. The question was called and the motion carried unanimously.
MOTION
Mayor Pro Tem Ybarra moved and Council Member Gonzales seconded a motion to
approve the amended agenda. The question was called and the motion carried unanimously.
PUBLIC COMMENT
Marisa Olguin, Vernon Chamber of Commerce, commended staff and the Council for its
support of the community, businesses and residents in the time of emergencies. She
reminded the Council of the continued scrutiny on the City of Vernon and the need to retain
solidarity among the Council and staff.
Item 1 was deferred until the presenter was in attendance.
PUBLIC HEARINGS
2. Citywide Budget and Appropriations Limit (GANN) for Fiscal Year 2020/2021
Recommendation: A) Adopt Resolution No. 2020-13 approving the Citywide budget for
Fiscal Year 2020-2021; and B) Adopt Resolution No. 2020-14 establishing the City's
Appropriation Limit for the Fiscal Year 2020-2021.
Finance Director Williams presented the staff report.
Health and Environmental Control Director Agyin explained the legal requirement for a
Public Health Officer.
In response to Mayor Lopez, Chief Miranda stated the department had been fiscally
responsible, therefore, there was adequate overtime budget to assist in uncertain times.
Mayor Lopez opened the public hearing.
Marisa Olguin, Vernon Chamber of Commerce, applauded the City on its balanced budget
and reserves.
There being no additional speakers, Mayor Lopez closed the public hearing.
MOTION
Council Member Davis moved and Mayor Pro Tem Ybarra seconded a motion to: A) Adopt
Resolution No. 2020-13 approving the Citywide budget for Fiscal Year 2020-2021; and B)
Regular City Council Meeting Minutes
June 2, 2020
Page 3 of 7
Adopt Resolution No. 2020-14 establishing the City's Appropriation Limit for the Fiscal
Year 2020-2021. The question was called and the motion carried unanimously.
CONSENT CALENDAR
MOTION
Mayor Pro Tem Ybarra moved and Council Member Gonzales seconded a motion to
approve the Consent Calendar, with the exception of Item 9B. The question was called and
the motion carried unanimously.
The Consent Calendar consisted of the following items:
3. Approval of Minutes
Recommendation: Approve the May 19, 2020 Regular City Council meeting minutes.
4. Operating Account Warrant Register
Recommendation: Approve Operating Account Warrant Register No. 46, for the period of
May 3 through May 16, 2020, which totals $2,224,976.13 and consists of ratification of
electronic payments totaling $1,863,522.53 and ratification of the issuance of early checks
totaling $361,453.60.
5. Public Works Monthly Building Report
Recommendation: Receive and file the April 2020 Building Report.
6. Records Retention Schedule
Recommendation: Adopt Resolution No. 2020-15 approving the City's Records Retention
Schedule, authorizing destruction of certain City records and repealing Resolution No.
2017-53.
7. Change Order No.1 to Construction Contract with General Pump Company, Inc. for
On -Call Well and Booster Pump Repairs
Recommendation:
A) Find that the proposed action is categorically exempt from California Environmental
Quality Act (CEQA) review, in accordance with CEQA Guidelines § 15301, because the
project consists of the maintenance, repair or minor alteration of existing equipment and
involves negligible or no expansion of an existing use; and
B) Approve and authorize the City Administrator to execute Change Order No. 1 to the
Construction Contract with General Pump Company, Inc., in substantially the same form
as submitted, authorizing renewal of the contract term for a one-year period from July 1,
2020 through June 30, 2021, at a cost not -to -exceed $600,000 for the renewal term for on -
call well and booster pump repairs.
8. Sub -Recipient Agreement for the Purposes of the Proposition 1 Storm Water
Agreement — Supplemental Expense
Recommendation: A. Find that approval of the supplemental expense is exempt under the
California Environmental Quality Act (CEQA) because it is an administrative activity that
will not result in direct or indirect physical changes in the environment and therefore is not
a "project" as defined in CEQA Guidelines section 15378, and to the extent approving the
supplemental expense can be deemed a "project," it is part and parcel of the larger project
of designing and constructing the infiltration cistern regional project, which has been
subject to CEQA review and mitigation; and B. Approve the supplemental expense for an
amount up to $8,000 for the implementation of the John Anson Ford Park Infiltration
Regular City Council Meeting Minutes
June 2, 2020
Page 4 of 7
Cistern, Phase I (Project) approved by City Council under the Sub -Recipient Agreement
between the City of Vernon the cities of Bell, Bell Gardens, Commerce, Cudahy,
Huntington Park, Maywood (Sub -Recipients), and the Los Angeles Gateway Region
Integrated Regional Water Management Joint Powers Authority (GWMA) for the purposes
of the Proposition 1 Storm Water Agreement.
9. Agreement with Alliant Insurance Services, Inc. for Health Benefits Brokerage and
Consulting Services
Recommendation: Approve and authorize the City Administrator to execute a Services
Agreement with Alliant Insurance Services, Inc. (Alliant), in substantially the same form
as submitted, for a one-year term in an amount not -to -exceed $74,000 for the provision of
Health Benefits Brokerage and Consulting Services, with an effective date of July 1, 2020.
The following item was pulled from the Consent Calendar for individual consideration:
9B. Ratification of Local Emergency 2020-02 — Civil Unrest
Recommendation: Adopt Resolution No. 2020-20 ratifying Emergency Proclamation
2020-02, a proclamation of local emergency due to the serious and imminent threat of
arson, looting, assaults, vandalism and rioting in the County of Los Angeles and various
neighboring cities in close proximity to the City of Vernon.
City Clerk Pope and Chief Miranda presented the staff report.
MOTION
Mayor Pro Tern Ybarra moved and Council Member Gonzales seconded a motion to adopt
Resolution No. 2020-20 ratifying Emergency Proclamation 2020-02, a proclamation of
local emergency due to the serious and imminent threat of arson, looting, assaults,
vandalism and rioting in the County of Los Angeles and various neighboring cities in close
proximity to the City of Vernon. The question was called and the motion carried
unanimously.
NEW BUSINESS
10. Amendment No. 1 to the Side Letter of Agreement with the Vernon Professional
Firefighters Association, Local 2312
Recommendation: Adopt Resolution No. 2020-16 approving Amendment No. 1 to the Side
Letter of Agreement by and between the City of Vernon and the Vernon Professional
Firefighters Association, Local 2312.
Human Resources Director Earl presented the staff report.
MOTION
Mayor Pro Tern Ybarra moved and Council Member Davis seconded a motion to adopt
Resolution No. 2020-16 approving Amendment No. 1 to the Side Letter of Agreement by
and between the City of Vernon and the Vernon Professional Firefighters Association,
Local 2312. The question was called and the motion carried unanimously.
Regular City Council Meeting Minutes
June 2, 2020
Page 5 of 7
11. Amendment No. 1 to the Side Letter of Agreement with the Vernon Fire Management
Association
Recommendation: Adopt Resolution No. 2020-17 approving Amendment No. 1 to the Side
Letter of Agreement by and between the City of Vernon and the Vernon Fire Management
Association.
Human Resources Director Earl presented the staff report.
MOTION
Mayor Pro Tem Ybarra moved and Council Member Davis seconded a motion to: Adopt
Resolution No. 2020-17 approving Amendment No. 1 to the Side Letter of Agreement by
and between the City of Vernon and the Vernon Fire Management Association. The
question was called and the motion carried unanimously.
12. City's Fringe Benefits Policy and Citywide Classification and Compensation Plan
Recommendation: A) Adopt Resolution No. 2020-18 adopting Citywide Fringe Benefits
Policy and repealing Resolution No. 2020-07; and B) Adopt Resolution No. 2020-19
adopting Citywide Classification and Compensation Plan in accordance with Government
Code Section 20636(b)(1).
Human Resources Director Earl presented the staff report.
MOTION
Mayor Pro Tem Ybarra moved and Council Member Menke seconded a motion to: A)
Adopt Resolution No. 2020-18 adopting Citywide Fringe Benefits Policy and repealing
Resolution No. 2020-07; and B) Adopt Resolution No. 2020-19 adopting Citywide
Classification and Compensation Plan in accordance with Government Code Section
20636(b)(1). The question was called and the motion carried unanimously.
12B. Project Roomkey
Recommendation: Consider whether to support Project Roomkey, an initiative to house
homeless persons in vacant motels and hotels.
Interim City Attorney Alvarez-Glasman presented the staff report.
In response to Council questions, Interim City Attorney Alvarez-Glasman explained that,
although the City did not have any hotels, whether to support the program was a policy
decision. He stated he was not aware of cities supporting the program and that the exit
plan was uncertain. Chief Miranda stated only half the rooms in Bell Gardens were being
used and there was no plan or direction following the program. He confirmed that local
jurisdictions were not consulted.
Council Member Menke stated she would withdraw her request after hearing from the City
Attorney and Police Chief.
Regular City Council Meeting Minutes
June 2, 2020
Page 6 of 7
MOTION
Mayor Pro Tem Ybarra moved and Council Member Gonzales seconded a motion to not
send a letter of support for Project Roomkey. The question was called and the motion
carried unanimously.
PRESENTATIONS
1. I-710 South Corridor Update by Gateway Cities Council of Governments
Recommendation:
No action required by City Council. This is a presentation only.
Public Works Director Wall presented the staff report.
Karen Heit, Transportation Analyst with the Gateway Council of Governments (COG),
provided background on the I-710 South Corridor project and announced the webinar
public meeting on June 16, 2020.
In response to Council questions, Ms. Heit explained that Alternative 5C included extra
lanes and the project was anticipated to take 20 to 25 years.
ORAL REPORTS
City Administrator Reports on Activities and other Announcements.
City Administrator Fandino provided an update on: recent Police Department, Fire
Department and Vernon Public Utilities activities; drive by graduation celebration the week
of June 15; stimulus grant program; and Special City Council meeting on June 8, 2020 at
the City's property in Kern County.
Police Chief Miranda provided an update on civil unrest and concerns in the surrounding
areas.
Fire Chief Enriquez provided an update on the transition to Los Angeles County Fire.
City Council Reports on Activities (including AB1234), Announcements, or Directives to
Staff.
None.
RECESS
Mayor Lopez recessed the meeting at 10:38 a.m. The meeting reconvened at 10:53 a.m.
with all Council Members present.
Mayor Lopez recessed the meeting to Closed Session at 10:53 a.m.
Regular City Council Meeting Minutes
June 2, 2020
CLOSED SESSION
Page 7 of 7
13. THREAT TO PUBLIC SERVICES OR FACILITIES
Government Code Section 54957
Consultation with City Administrator, City Attorney, Police Chief and other related City
officials
14. CONFERENCE WITH LABOR NEGOTIATORS
Government Code Section 54957.6
Agency Designated Representative: Carlos Fandino, City Administrator
Employee Organizations: Vernon Professional Firefighters Association and Vernon Fire
Management Association
RECONVENE
At 11:24 a.m., Mayor Lopez adjourned Closed Session and reconvened the regular meeting.
CLOSED SESSION REPORT
Interim City Attorney Alvarez-Glasman reported that the Council met in Closed Session, discussed
the items listed on the agenda and no reportable action was taken.
ADJOURNMENT
Mayor Lopez adjourned the meeting at 11:25 a.m.
LETICIA LOPEZ, Mayor
ATTEST:
LISA POPE, City Clerk
(seal)
MINUTES
VERNON CITY COUNCIL
SPECIAL MEETING
MONDAY, DUNE 8, 2020
JAWBONE STATION VISITORS CENTER
28111 JAWBONE CANYON ROAD
MOJAVE, CA 93519
CALL TO ORDER
Mayor Lopez called the meeting to order at 9:29 a.m.
ROLL CALL
PRESENT: Leticia Lopez, Mayor
Melissa Ybarra, Mayor Pro Tem
William Davis, Council Member
Carol Menke, Council Member
Diana Gonzales, Council Member
STAFF PRESENT:
Carlos Fandino, City Administrator
Arnold Alvarez-Glasman, Interim City Attorney
Lisa Pope, City Clerk
APPROVAL OF THE AGENDA
MOTION
Mayor Pro Tern Ybarra moved and Council Member Davis seconded a motion to approve
the agenda. The question was called and the motion carried unanimously.
PUBLIC COMMENT
Penny Melko expressed concern about wind turbines, light pollution and impact to birds.
NEW BUSINESS
1. Jawbone Canyon Property in Kern County
Recommendation: Visit MET Tower(s) V13 and/or V5 (contingent on weather conditions),
NextEra Site and City -owned Jawbone Canyon Property.
The City Council and representatives from the Vernon Chamber of Commerce and
Silverado Company toured the City's Jawbone Canyon property in Kern County.
No action was taken.
Special City Council Meeting Minutes
June 8, 2020
ORAL REPORTS
City Administrator Reports on Activities and other Announcements
None.
City Council Reports on Activities, Announcements, or Directives to Staff
None.
ADJOURNMENT
Mayor Lopez adjourned the meeting at 2:39 p.m.
LETICIA LOPEZ, Mayor
ATTEST:
LISA POPE, City Clerk
(seal)
Page 2 of 2
City Council Agenda Item Report
Agenda Item No. COV-228-2020
Submitted by: Sandra Dolson
Submitting Department: City Clerk
Meeting Date: June 16, 2020
SUBJECT
Claims Against the City
Recommendation:
Receive and file the claims submitted by: 1) Vernon Co, LLC., in an undetermined dollar amount; and 2)
Marina Quiroz in the amount of $3,023.77.
Background:
On June 8, 2020, the City received the following claims:
Name of Claimant Amount Demanded
1) Vernon Co, LLC Undetermined dollar amount (Attachment 1)
2) Marina Quiroz $3,023.77 (Attachment 2)
Pursuant to Municipal Code Section 2.11-1, the above information is listed on the public City Council
agenda as soon after filing of the claim with the City as practical.
Fiscal Impact:
There is no fiscal impact associated with this report.
Attachments:
1. Vernon Co, LLC 06-08-2020
2. Quiroz, M. 06-08-2020
GORTON, JANOSIK & PDXON, LLP
A CALIFORNIA LIMITED LIABILITY PARTNERSHIP
JA. SA. GORTON
JOHN T.JANOSIK
J01IN P. PDXON,JR.'
May 26, 2020
City Clerk
City of Vernon
4305 S. Santa Fe Avenue
Vernon, CA 90058
909 EAST GREEN STREET
PASADENA, CALIFORNIA 91109
'CERTIFIED SI'ECIALIS'r
LS'I'ATL PLANN IN G,111UST& PROi3KrL; LAw
STATE BAR OF CALIFORNIA
BOARD OF LEGALSPECIALIZATION TELEPHONE (626) 793-2933
FAX (626) 79&7314
Certified MaiURRR
Re: 2120/2126 E. 52"d Street Vernon — Protective Claim for Damages for
an Electrical Fire on 12/09/19 Caused By Ci of Vernon Transformer
Dear City Clerk:
i am the manager of VernonCo, LLC that owns a fairly large industrial
building (68,000 square feet +/-) on 52nd Street in Vernon. On 12/09/19 we
had an electrical fire/explosion in our main electrical panel/switchgear in the
building that are fed by a City of Vernon transformer located across the
street from the building. Coincidentally, we had a solar installation crew on
site that saw what happened — which was that the city's transformer on the
other side of the street (and the only transformer which feeds our building)
was smoking (and we have video evidence of this). Please note that our
solar panel system was not yet in operation and was not even- wired into our
main electrical system — so the solar panel installation had absolutely
nothing to do with the electrical fire.
The theory and the only reasonable explanation for this incident is that
something went haywire with the transformer (low oil levels?) and some sort
of "low inductance" or "super charge" was sent into our main electrical
panels resulting in them, literally, blowing up. We do not believe it possible
that our main electrical panel could have sent a charge "upstream" to the
transformer causing it to burn up/smoke - it was the reverse - some sort of
super powerful charge was sent downstream from the city's transformer into
our main electrical panel.
City Clerk
City of Vernon, CA
May 26, 2020
Page 2
Enclosed is a Claim for Damages that we are filing on a protective basis to
preserve our legal rights. We have not yet suffered any significant out-of-
pocket losses as our insurance policy (a Farmers Insurance Company) has, to
date, pretty much paid and taken care of everything in terms of repairs and
lost rent.
However, what we do not know at this time is whether our tenant (and/or our
tenant's subtenant) may have losses that the tenant's (and/or subtenant's)
own insurance does not cover, and, thus, our tenant (and/or subtenant) could
possibly sue us (i.e., the landlord) at a later time for such uncovered losses.
Hence the reason for filing the protective Claim for Damages. Oh, on May
18, 2020, I spoke to Javier Valdez in your Finance/Risk Management Dept.
and he was very courteous and helpful about this matter.
Please note that today I am also sending you a photocopy of this letter and a
photocopy of the enclosed Claim for Damages via regular U.S. mail in
addition to the enclosed original documents which I am sending via Certified
Mail/RRR.
I thank you for your attention to this matter. Of course, should you
have any questions whatsoever, please do not hesitate to call me. Thank
you!
Very truly yours,
Gorton, Janosik & Poxon, LLP
John P. Poxon, Jr., Pa er & Manager of VernonCo, LLC
Enclosure
CLAIM FOR DAMAGES
TO PERSON OR PROPERTY
INSTRUCTIONS
1. Claims for death, injury to person or to personal property must be filed not later
than six (6) months after the occurrence. (Gov. Code Sec. 9112)
2. Claims for damages to real property must be filed not later than one (1) year
after the occurrence. (Gov. Code Sec.911.2)
3. Read entire claim before filing.
4. See page 2 for diagram upon which to locate place of accident
5. This claim form must be signed on page 2 at bottom.
6. Attach separate sheets, if necessary, to give full details. SIGN EACH SHEET.
7. Claim must be filed with City Clerk. (Gov.Code Sec. 915a)
TO: CITY OF VERNON CITY COUNCIL
Name of Claimant e
Home Address of Clairfiant City and Stat
RESERVE FOR FILING STAMP
CLAIM No.
i`
M ' : URFICE
JU 20 Pr-12: 4-01
e of/,//CI imant (it naturai perso
me Telephone Number
Busine s Address of Claimant City an State Business Telephone Number
a E '9 4 (/ems
Give 6 ddress to which you desire notices or communications to be sent re ardin his clams
- D 9 LL -%� e,� Ifs
How did DAMAGE or INJURY occur? Give full particulars. j a/ 9/ l 9 a C_ i
C, t a v,1 /� ✓✓f /
Whe did DAMAGE or INJURY occur? Give full par iculars, date, ti e of day, etc.:
Where did DAMAGE or INJURY occur? Describe fully, and locate on diagram on reverse side of this sheet, w7,,,,
re /
app/roximai ,give tre names andlaaddrreessss and measur ents f m landmar .--� p w Q �, �C,
/ 1 O L v � l/� !" ✓ -�/ W , 7� ( U vi er c.h �v ` �t.� s
7 J !!
a� u dra 4
C- - S-�'/ L14
What particular ACT or OMISSION doyodclaimcaused the injury ordamag ? Give names of City employees, if any
if kr
causing the injury or damage, o.tim: r r.� ✓�z�/��%` (✓'?�. �,� !]
y
a 4. 11� f.r f a.- ✓T �� I �/fC i G �f
17 u ✓ .G' t; c. % G 1 l ��r w r ' it �� { `✓ti t�
What DAMAGE or INJURIES do you claim resulted? Give full extent of ioi,luries or damages claimed:
��
What7AMOUNTd youclai feach item of injury ordamageasofdateofpresentationofthiscl im, giving basis of
computation: v Jr /-/0-7 J-o
4 0�
Give ESTI TED AMOUN as far as known you cla m on account of each item of prospective injury ordamage,giving
basisof computation:
t
�r 0
16
D P "' & 4 L41- ZV%A /�� I', (
Were you insured at the time of the incident? If so, provide name of insurance compan policy numbers and amount of insurance
payments received: ( rG /„ pjf -o C� �L' �rG ZD9 �� - -,?/-,2T�
Expenditures made on account of accident or Injury: (Date ,f Item) /� (Amount)
/ J'7-i J ✓J ( -leeG G /V
t
Name and address of Witnesses, Doctors and Hospitals: � J� — / Y 2/
READCAREFULLY
For all accident claims place on following diagram names of streets, including North, East. South, and West: indicate place
of accident by "X" and by showing house numbers or distances to street corners.
If City Vehicle was Involved, designate by letter"A" location of City vehicle when you first saw it, and by "B" location of yourself
or your vehicle when you first saw City vehicle; location of City vehicle at time of accident by "A-1 "and location of yourself or your
vehicle at the tuna c, accident by "p 1" and the point of Impact by "X."
NOTE: If diagrams do not fit the situation, attach hereto a proper diagram signed by claimant.
FOR AUTOMOBILE ACCIDENTS
FOR OTHER ACCIDENTS
SID ALK
CURB cz-✓u v� ✓�✓� /!i CU R B') ✓ .!' .
1 declare, under penalty of per'u ,
TypedlPrinted Name: j
J U'-J
PAR AY I
IDEWALK
that the foregoing, includin an attachments, is true and correct.
Signature of Claimant or person filing on his/her behalf, giving Date:
rel ionship to Claima t: /
NOTE: ALL CLAIMANTS MAY BE REQUESTED TO BE EMMINED AS TO THEIR C LAIIA UNDER OATH, PRESENTATION OF A FALSE CLAIM IS A FELONY (CAL.
PEN. CODE SEC. 72), CLAIMS MUST BE FILEDWITH CITY CLERK (GOV.CODE SEC.9150). STATE LAW PROVIDES THAT IF YOU ARE NOT NOTIFIED OF ANY
ACTION BY THE CITY OF THIS CLAIM WITHIN 45 DAYS OF FILING THEN THE CLAIM IS DEEMED DENIED (SEE GOV. CODE SEC. 911.6 & 912.4) Rev am,e
CLAIM FOR DAMAGES
TO PERSON OR PROPERTY
INSTRUCTIONS
1. Claims for death, injury to person or to personal property must be filed not later
than six (6) months after the occurrence. (Gov. Code Sec. 9112)
2. Claims for damages to real property must be filed not later than one (1) year
after the occurrence. (Gov. Code Sec.911.2)
3. Read entire claim before filing.
4. See page 2 for diagram upon which to locate place of accident
5. This claim form must be signed on page 2 at bottom.
6. Attach separate sheets, if necessary, to give full details. SIGN EACH SHEET.
7. Claim must be filed with City Clerk. (Gov.Code Sec. 915a)
RESERVE FOR FILING STAMP
CLAIM No.
v €Tad CLERK'S DEED+
ECETVED
JUN 1 � � 5.-11 ,37
a
TO: CITY OF VERNON CITY COUNCIL
Name of Claimant Age of Claimant natural person
Marina Quiroz 41
Citv and State Home Telephone Number
Business
POB 830807 of claimant Birmingham, AL 35283 Bu2F9-s5T 3e3'Y99 Number
Give address to which ou desire notices or communications to be sent regarding this claim:
Infinity Insurance 6ompany
POB 830807 Birmingham, Al 35283
How did DAMAGE or INJURY occur? Give full particulars.
Chief Anthony Miranda admitted he REAR ENDED Marina Quiroz vehicle on 3/2/2020.
When did DAMAGE or INJURY occur? Give full particulars, date, time of day, etc.:
3/2/2020 at approximately 1208 hours per incident report.
Where did DAMAGE orINJURY occur? Describe fully, and locate on diagram on reverse side of this sheet, where
approximate, give street names and address and measurements from landmarks:
37th Street and Selville Ave
Vernon, CA
What particularACT or OMISSION doyou claim caused the injury or damage? Give names of City employees, if any,
causing the injury or damage, if known:
Chief Anthony Miranda admitted he did not have time to apply his brakes and her the rear end of the
Nissan driven by Marina Quiroz.
What DAMAGE or INJURIES do you claim resulted? Give full extent of injuries or damages claimed:
Property damage demand attached. Total damages claimed $3023.77
WhatAMOUNTdo you clai of each item of injury ordamage as of date of presentation of this claim, giving basis of
computation: $3023.7 /tee attached estimate of damages)
Give ESTIMATED AMOUNT as far as known you claim on account of each item of prospective injury or damage, giving
basisof computation: $3023.77
Were you insured at the time of the incident? If so, provide name of insurance company olic numbers and amount of insurance
payments received: Infinity Insurance. claim number 200037172! , $1�52�3.77 +500 deductible=$3023.77
Expenditures made on account of accident or Injury: (Date - Item)
(Amount)
Name and address of Witnesses, Doctors and Hospitals:
READ CAREFULLY
For all accident claims place on following diagram names of streets, including North, East. South, and West: indicate place
of accident by "X" and by showing house numbers or distances to street comers.
If City Vehicle was Involved, designate by letter"A" location of City vehicle when you first saw it, and by "B" location of yourself
or your vehicle when you first saw City vehicle; location of City vehicle at time of accident by "A-1 "and location of yourself or your
vehicle at the time of accident by "8 1" and the point of Impact by'X."
NOTE:If diagrams do not fit the situation, attach hereto a proper diagram signed by claimant.
FOR AUTOMOBILE ACCIDENTS
SEE PR ATTACHED.
FOR OTHER ACCIDENTS
SiIDEWALK
CURD
CURBI
PARKWAY
SIDEWALK "
?71
/ rl
declare, under penalty of perjury, that the foregoing, including any attachments, is true and correct.
Typed/Printed Name: Signature of Claimant or person filing on his/her behalf, giving Data.
Ida Hampton relationship to Claimant:
� +--, , 6/4/2020
NOTE: ALL CLAIMANTS MAY BE REQUESTED TO BE EXAMINED AS TO THEIR CLAIM UNDER OATH. PRESENTATION OF A FALSE CLAIM IS A FELONY (CAL.
PEN. CODE SEC. 72). CLAIMS MUST BE FILED W ITH CITY CLERK (GOV. CODE SEC. 915a). STATE LAW PROVIDES THAT IF YOU ARE NOT NOTIFIED OF ANY
ACTION BY THE CITY OF THIS CLAIM WITHIN 45 DAYS OF FILING THEN THE CLAIM IS DEEMED DENIED (SEE GOV. CODE SEC. 911.6 & 912.4)
Rev. 8i4116
City Council Agenda Item Report
Agenda Item No. COV-222-2020
Submitted by: John Lau
Submitting Department: Finance/Treasury
Meeting Date: June 16, 2020
SUBJECT
City Payroll Warrant Register
Recommendation:
Approve City Payroll Warrant Register No. 768, for the period of May 1 through May 31, 2020, which
totals $2,889,731.37 and consists of ratification of direct deposits, checks and taxes totaling
$1,853,582.53 and ratification of checks and electronic fund transfers (EFT) for payroll related
disbursements totaling $1,036,148.84 paid through operating bank account.
Background:
Section 2.13 of the Vernon Municipal Code indicates the City Treasurer, or an authorized designee, shall
prepare warrants covering claims or demands against the City which are to be presented to City Council
for its audit and approval. Pursuant to the aforementioned code section, the City Treasurer has prepared
City Payroll Account Warrant Register No. 768 covering claims and demands presented during the
period of May 1 through May 31, 2020, drawn, or to be drawn, from East West Bank for City Council
approval.
Fiscal Impact:
The fiscal impact of approving City Payroll Warrant Register No. 768, totals $2,889,731.37. The Finance
Department has determined that sufficient funds to pay such claims/demands, are available in the
respective accounts referenced on City Payroll Warrant Register No. 768.
Attachments:
1. City Payroll Account Warrant Register No. 768
PAYROLL WARRANT REGISTER
City of Vernon
No. 768 Month of June 2020
I hereby Certify: that claims or demands covered by the
above listed warrants have been audited as to accuracy
and availability of funds for payments thereof; and that
said claims or demands are accurate and that funds are
available for payments thereof.
Scott A. Williams
Director of Finance / City Treasurer
Date: 6/4/2020
This is to certify that the claims or demands
covered by the above listed warrants have been
audited by the City Council of the City of Vernon
and that all of said warrants are approved for pay-
ments
Page 1 of 1
DATE
DATE
Payroll Warrant Register Memo (00000004) : Warrant
Payrolls reported for the month of May:
04/12/20 - 04/25/20, Paydate 05/07/20
04/26/20 - 05/09/20, Paydate 05/21/20
05/22/20 - 05/22/20, Paydate 05/22/20
Payment
Method Date Payment Description Amount
CHECKS
05/07/20
Net payroll, checks
$ 10,168.56
ACH
05/07/20
Net payroll, direct deposits
705,163.73
ACH
05/07/20
Payroll taxes
185,081.21
ACH
05/21/20
Net payroll, checks
10,207.30
ACH
05/21/20
Net payroll, direct deposits
733,548.35
ACH
05/21/20
Payroll taxes
196,915.81
ACH
05/22/20
Net payroll, direct deposits
8,617.11
ACH
05/22/20
Payroll taxes
3,880.46
Total net payroll and
payroll taxes
1,853,582.53
605503
05/07/20
Franchise Tax Board
1,206.31
9724
05/07/20
Vernon Police Officers Benefit Association
2,025.09
9725
05/07/20
IBEW Union Dues
3,157.52
9723
05/07/20
Vernon Firemen's Association
2,613.00
9790
05/07/20
ICMA Retirement Trust 457
36,432.28
9719
05/07/20
Blue Shield of California
392,572.38
9720
05/07/20
MetLife - Group Benefits
29,607.31
9681
04/30/20
Mutual of Omaha
10,641.61
9739
05/11/20
Colonial
5,873.65
9738
05/11/20
AFLAC
11,935.32
9740
05/12/20
MES Vision
4,690.31
9793
05/11/20
CalPERS
239,462.97
9794
05/07/20
State Disbursement Unit
2,191.37
605571
05/21/20
Franchise Tax Board
1,206.31
9795
05/21/20
Vernon Police Officers Benefit Association
2,025.09
9796
05/21/20
Teamsters Local 911
2,160.00
9797
05/21/20
Vernon Firemen's Association
2,613.00
9798
05/21/20
ICMA Retirement Trust 457
37,070.89
9801
05/26/20
CalPERS
246,473.06
9802
05/21/20
State Disbursement Unit
2,191.37
Payroll related disbursements, paid through
Operating bank account 1,036,148.84
Total net payroll, taxes, and related disbursements $ 2,889,731.37
Page 1 of 1
City Council Agenda Item Report
Agenda Item No. COV-224-2020
Submitted by: John Lau
Submitting Department: Finance/Treasury
Meeting Date: June 16, 2020
SUBJECT
Federal Funds for Street Improvements Account Warrant Register
Recommendation:
Approve Federal Funds for Street Improvements Account Warrant Register No. 33, for the period of May
17 through May 30, 2020, consisting of ratification of electronic payments totaling $43,066.78.
Background:
Section 2.13 of the Vernon Municipal Code indicates the City Treasurer, or an authorized designee, shall
prepare warrants covering claims or demands against the City which are to be presented to City Council
for its audit and approval. Pursuant to the aforementioned code section, the City Treasurer has prepared
Federal Funds for Street Improvements Account Warrant Register No. 33 covering claims and demands
presented during the period of May 17 through May 30, 2020, drawn, or to be drawn, from East West
Bank for City Council approval.
Fiscal Impact:
The fiscal impact of approving Federal Funds for Street Improvements Account Warrant Register No. 33,
totals $43,066.78. The Finance Department has determined that sufficient funds to pay such
claims/demands, are available in the respective accounts referenced on Federal Funds for Street
Improvement Account Warrant Register No. 33.
Attachments:
1. Federal Funds for Street Improvements Account Warrant Register No. 33
FEDERAL FUNDS FOR STREET IMPROVEMENTS
WARRANT REGISTER NO. 33
JUNE 16, 2020
I hereby certify that claims and/or demands included in above listed warrant
register have been audited for accuracy and availability of funds for payments and
that said claims and/or demands are accurate and that the funds are available for
payments thereof.
Scott Williams
Director of Finance / City Treasurer
Date: 6/4/2020
This is to certify that the claims or demands covered by the above listed warrants
have been audited by the City Council of the City of Vernon and that all of said
warrants are approved for payments except Warrant Numbers:
Printed: 6/3/2020 1:53:43 P M
FEDERAL FUNDS FOR STREET IMPROVEMENTS
WARRANT REGISTER NO. 33
JUNE 16, 2020
ELECTRONIC
ACCOUNT INVOICE
VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION
003975 - CNS ENGINEERS, INC
011.2043.900000 $ 34,453.42 Consulting Services-
011.1043.900000 $ 8,613.36 Consulting Services —
PAYMENT PAYMENT PAYMENT
INVOICE P.O.# DATE NUMBER AMOUNT
801755
801755
05/29/2020 36 $ 43,066.78
TOTAL ELECTRONIC $ 43,066.78
Printed: 6/3/2020 1:53:43PM Page 1 of 2
RECAP BY FUND
FUND
011-GENERAL
GRAND TOTAL
TOTAL CHECKS TO BE PRINTED 0
FEDERAL FUNDS FOR STREET IMPROVEMENTS
WARRANT REGISTER NO. 33
JUNE 16, 2020
ELECTRONIC TOTAL
$ 43,066.78 $
$ 43,066.78 $
EARLY CHECK TOTAL
0.00 $
0.00 $
WARRANT TOTAL
0.00
0.00
GRAND TOTALS
$ 43,066.78
$ 43,066.78
Printed: 6/3/2020 1:53:43PM
Page 2 of 2
City Council Agenda Item Report
Agenda Item No. COV-223-2020
Submitted by: John Lau
Submitting Department: Finance/Treasury
Meeting Date: June 16, 2020
SUBJECT
Operating Account Warrant Register
Recommendation:
Approve Operating Account Warrant Register No. 47, for the period of May 17 through May 30, 2020,
which totals $8,804,615.16 and consists of ratification of electronic payments totaling $8,329,337.94,
ratification of the issuance of early checks totaling $475,277.22, and voided Check Nos. 605584 and
605585 totaling $40,000.00.
Background:
Section 2.13 of the Vernon Municipal Code indicates the City Treasurer, or an authorized designee, shall
prepare warrants covering claims or demands against the City which are to be presented to City Council
for its audit and approval. Pursuant to the aforementioned code section, the City Treasurer has prepared
Operating Account Warrant Register No. 47 covering claims and demands presented during the period
of May 17 through May 30, 2020, drawn, or to be drawn, from East West Bank for City Council approval.
Fiscal Impact:
The fiscal impact of approving Operating Account Warrant Register No. 47, totals $8,804,615.16. The
Finance Department has determined that sufficient funds to pay such claims/demands, are available in
the respective accounts referenced on Operating Account Warrant Register No. 47.
Attachments:
1. Operating Account Warrant Register No. 47
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
I hereby certify that claims and/or demands included in above listed warrant
register have been audited for accuracy and availability of funds for payments and
that said claims and/or demands are accurate and that the funds are available for
pavments thereof.
Scott Williams
Director of Finance / City Treasurer
Date: 6/4/2020
This is to certify that the claims or demands covered by the above listed warrants
have been audited by the City Council of the City of Vernon and that all of said
warrants are approved for payments except Warrant Numbers:
Void Checks: 605584, 605585
Printed: 6/3/2020 1:42:41 P M
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT
DESCRIPTION
INVOICE
002412 - CALIFORNIA ISO 055.9200.450340
$ 193.27
Recalculation
Charges 07/19
202005123145531
783
055.9200.500150
$ 1.57
Recalculation
Charges 05/20
202005123145531
783
055.9200.500150
$ 1,204.80
Recalculation
Charges 10/18
202005123145532
037
055.9200.500170
$ -0.03
Recalculation
Charges 10/18
202005123145532
037
055.9200.500180
$ -49.57
Recalculation
Charges 10/18
202005123145532
037
055.9200.500190
$ -31.20
Recalculation
Charges 10/18
202005123145532
037
055.9200.500150
$-3,783.06
Recalculation
Charges 04/20
202005123145532
037
055.9200.500170
$-2,322.93
Recalculation
Charges 04/20
202005123145532
037
055.9200.500190
$-1,121.23
Recalculation
Charges 04/20
202005123145532
037
055.9200.500210
$ -25.12
Recalculation
Charges 04/20
202005123145532
037
055.9200.500150
$ 74,627.69
Recalculation
Charges 05/20
202005123145532
037
055.9200.500210
$ 14,807.43
Recalculation
Charges 05/20
202005123145532
037
055.9200.500151
$ -0.43
Recalculation
Charges 05/20
202005123145532
037
055.9200.500170
$-33,194.14
Recalculation
Charges 05/20
202005123145532
037
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/3/2020 1:42:41PM Page 1 of 33
ELECTRONIC
VENDOR NAME AND NUMBER
002412- CALIFORNIA ISO
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ACCOUNT
NUMBER
INVOICE
AMOUNT
DESCRIPTION
INVOICE
055.9200.500190
$-8,333.80
Recalculation
Charges 05/20
202005123145532
037
055.9200.500150
$ 510.74
Recalculation
Charges 07/19
202005123145532
037
055.9200.500170
$-11,559.63
Recalculation
Charges 07/19
202005123145532
037
055.9200.500180
$ -5.78
Recalculation
Charges 07/19
202005123145532
037
055.9200.500190
$-2,054.82
Recalculation
Charges 07/19
202005123145532
037
004303 - ATHENS INSURANCE
011.1026.594200
$ 6,105.33
TPA Fees 05/20
IVC21359
SERVICES, INC
002533 - BANK OF NEW YORK MELLON
055.9000.592010
$ 300.00
Audit Confirmation & Redemption Fees
2522281735
003336 - BICENT (CALIFORNIA)
055.9200.500150
$ 354,457.65
Monthly Energy Related Payment
4202001
MALBURG, L
055.9200.500150
$ 15,732.50
Monthly Heat Rate
4202001
055.9200.500180
$ 3,657,717.60
Monthly Capacity Payment
4202001
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
05/18/2020 9744 $ 28,863.76
05/19/2020
9745
$ 6,105.33
05/19/2020
9746
$ 300.00
05/19/2020 9747 $ 4,027,907.75
Printed: 6/3/2020 1:42:41PM
Page 2 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT DESCRIPTION
INVOICE
000447 - CDW GOVERNMENT, INC 011.9019.520010
$ 3,086.08 Samsung UN75RU710OF 7 Series - 75"
XQD4242
011.9019.520010
$ 12.00 RECYCLING FEE 35" AND OVER—
XQD4242
011.9019.520010
$ 293.18 Sales Tax 9.5%
XQD4242
000947 - DAILY JOURNAL 011.1003.550000 $ 450.00 Publication Services B3362193
CORPORATION
005155 - STEVEN FROBERG
011.1048.596200
$ 100.00 Attendance Stipend-
005875 - FRANCISCO M GAVINA, JR
011.1048.596200
$ 100.00 Attendance Stipend-
004500 - ICE US OTC COMMODITY
055.9200.596200
$ 1,310.00 OTC Commission Adjustment
MARKETS,
006570 - LA COUNTY BUSINESS
055.9000.596500
$ 6,000.00 Membership Dues —
FEDERATION
006801- NTT CLOUD
011.9019.560010
$ 1,237.57 Audio Conferencing Charges
COMMUNICATIONS U.S.
042920
042920
420001688088
3611
USINV2004108196
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014335
011.0014335
05/19/2020
9748
$ 3,391.26
05/19/2020
9749
$ 450.00
05/19/2020
9750
$ 100.00
05/19/2020
9751
$ 100.00
05/19/2020
9752
$ 1,310.00
05/19/2020
9753
$ 6,000.00
05/19/2020
9754
$ 1,237.57
Printed: 6/3/2020 1:42:41PM
Page 3 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
006802 - PIONEER COMMUNITY
055.9200.500180
$ 6,250.00
RA Capacity Charges 04/20
121
ENERGY
005658 - POWER SETTLEMENTS
055.9200.596200
$ 6,393.75
Software Services Fee 06/20
VERN55
CONSULTING &
003900 - RICHARDS, WATSON &
055.9000.593200
$ 71.07
Re: WMP Approval Petitions—
226727
GERSHON
000980 - JONATHAN SUDDUTH
011.1033.596550
$ 200.00
Reimb. Paramedic License Renewal
050520
006236 - SUEZ WTS SERVICES USA, INC
011.1033.590000
$ 104.48
Water Purification Services
900382285
002227 - US DEPARTMENT OF ENERGY
055.9200.500150
$ 29,647.96
Boulder Canyon Project Charges 04/20
GG1766WO420
055.9200.500180
$ 26,698.80
Boulder Canyon Project Charges 04/20
GG1766WO420
006791- VERITAS TECHNOLOGIES, LLC
011.9019.590110
$ 1,122.50
ESSENTIAL 12 MONTHS RENEWAL —
2200354920
011.9019.590110
$ 2,100.00
ESSENTIAL 12 MONTHS RENEWAL —
2200354920
011.9019.590110
$ 1,757.50
ESSENTIAL 12 MONTHS RENEWAL —
2200354920
011.9019.590110
$ 411.60
Re -instatement fee
2200354920
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
05/19/2020
9755
$ 6,250.00
05/19/2020
9756
$ 6,393.75
05/19/2020
9757
$ 71.07
05/19/2020
9758
$ 200.00
05/19/2020
9759
$ 104.48
05/19/2020
011.0014330
011.0014330
011.0014330
011.0014330
05/19/2020
9760 $ 56,346.76
9761 $ 5,391.60
Printed: 6/3/2020 1:42:41PM Page 4 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
a f 00 01re
ACCOUNT
INVOICE
PAYMENT
PAYMENT
PAYMENT
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
P.O.#
DATE
NUMBER
AMOUNT
003584 - WILLIAMS DATA
011.1003.596200
$ 375.00
Storage Services
505782
MANAGEMENT
05/19/2020
9762
$ 375.00
004527 - WITTMAN ENTERPRISES, LLC
011.1033.596200
$ 2,365.85
Billing Services
2003069
05/19/2020
9763
$ 2,365.85
005784 - ZONES, INC
011.9019.590110
$ 3,270.96
Production Support/Subscription for
K15077690101
011.0014336
011.9019.590110
$ 2,453.22
Production Support/Subscription for
K15077690101
011.0014336
011.9019.590110
$ 1,362.72
Production Support/Subscription VMware
K15077690101
011.0014336
011.9019.590110
$ 5,330.64
U.S. Federal Production
K15077690101
011.0014336
011.9019.590110
$ 1,820.09
U.S. Federal Production
K15077690101
011.0014336
011.9019.590110
$ 3,117.61
Effective October 31, 2006 There is a
K15077690101
011.0014336
05/19/2020
9764
$ 17,355.24
003049 - PETRELLI ELECTRIC, INC
055.9100.900000
$ 201,366.37
Electric Service Maintenance
200100
055.8300.590000
$ 640,475.37
Electric Service Maintenance
200100
055.8000.590000
$ 13,259.16
Electric Service Maintenance
200100
05/21/2020
9765
$ 855,100.90
006262 - MERCURIA ENERGY
055.9200.500160
$ 368,115.19
Natural Gas 04/20
3152792
AMERICA, INC
05/26/2020
9766
$ 368,115.19
Printed: 6/3/2020 1:42:41PM Page 5 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
a f 00 01re
ACCOUNT
INVOICE
PAYMENT
PAYMENT
PAYMENT
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE P.O.#
DATE
NUMBER
AMOUNT
002517 - SO CAL PUBLIC POWER
055.9200.500180
$ 256,109.00 Minimum Cost 04/20
PV0520
AUTHORITY
055.9200.500150
$ 44,305.00 Variable Cost 03/20
PV0520
055.122100
$ 10,000.00 PSF Cost
PV0520
05/26/2020
9767
$ 310,414.00
006086 - MACQUARIE ENERGY, LLC
055.9200.500160
$ 885,750.00 Natural Gas 04/20
GAS100137652
05/26/2020
9768
$ 885,750.00
005614 - NORTHWEST ELECTRICAL
020.1084.900000
$ 450.39 Technical Design Services
1769
SERVICES,
020.1084.900000
$ 55,769.48 Technical Design Services
1769
055.9000.595200
$ 150.13 Technical Design Services
1769
05/26/2020
9769
$ 56,370.00
005908 - PACIFIC SUMMIT ENERGY,
055.9200.500160
$ 138,750.00 Natural Gas 04/20
228550
LLC
05/26/2020
9770
$ 138,750.00
002517 - SO CAL PUBLIC POWER
055.9200.500154
$ 221,646.73 Antelope DSR 1 Solar Project
DSR10520
AUTHORITY
05/26/2020
9771
$ 221,646.73
002517 - SO CAL PUBLIC POWER
055.9200.500154
$ 311,508.21 Puente Hills Landfill Gas Project
PHL0520
AUTHORITY
05/26/2020
9772
$ 311,508.21
Printed: 6/3/2020 1:42:41PM Page 6 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
a f 00 01re
ACCOUNT
INVOICE
PAYMENT
PAYMENT
PAYMENT
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE P.O.#
DATE
NUMBER
AMOUNT
002517 - SO CAL PUBLIC POWER
055.9200.596200
$ 1,866.80
Resolution Billing
520
AUTHORITY
055.9000.596700
$ 12,736.18
Resolution Billing
520
055.9000.596200
$ 1,612.50
Resolution Billing
520
05/26/2020
9773
$ 16,215.48
002412 - CALIFORNIA ISO
055.9200.500150
$ 49.17
Recalculation Charges 02/20
202005193145610
934
055.9200.450340
$-806.92
Recalculation Charges 02/20
202005193145610
934
055.9200.500150
$ 8.29
Initial Charges 05/20
202005193145610
934
055.9200.450340
$ 7,211.31
Recalculation Charges 04/20
202005193145610
934
055.9200.500150
$ -0.28
Recalculation Charges 04/20
202005193145610
934
05/26/2020
9774
$ 6,461.57
000153 - CITIGROUP ENERGY, INC
055.9200.500160
$ 46,400.00
Natural Gas 04/20
94992931
05/26/2020
9775
$ 46,400.00
001928 - ADVANCED UTILITY SYSTEMS
055.7100.590110
$ 44,260.14
CIS Infinity Support—
MN00129395
05/28/2020
9776
$ 44,260.14
005067 - BIOFUEL GENERATION
055.9200.500160
$ 15,860.50
Biomethane
RPS42020
SERVICES, L
05/28/2020
9777
$ 15,860.50
Printed: 6/3/2020 1:42:41PM Page 7 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
006700 - CLARIS INTERNATIONAL, INC
011.9019.590110
$ 2,020.00 FileMaker Maintenance Perpetual Users
5585636
001906 - WILLIAM DAVIS
011.1001.502030
$ 500.00 HSA Employer Contribution—
051120
003606 - INSIGHT PUBLIC SECTOR, INC
011.9019.520010
$ 3,907.08 VERITAS Backup Exec Gold - On -Premise^'
1100727295
011.9019.520010
$ 2,604.72 VERITAS Backup Exec Gold - On -Premise
1100727981
006687 -
NDS
011.1004.520000
$ 223.43
Postage
766615
005709 -
NOBEL SYSTEMS, INC
011.9019.590110
$ 2,400.00
GeoViewer Mobile Subscription for the
14785
006702 -
SALLY SWANSON
011.1043.595200
$ 6,439.82
ADA Self Evaluation & Transition Plan
245593
ARCHITECTS, INC
001581-
THE GAS COMPANY
055.9200.550022
$ 165,330.17
Period: 04/20
051120
006120 -
WESTERN ALLIED
011.1049.590000
$ 590.50
Air Conditioner Maintenance
625589
CORPORATION
011.1049.590000
$ 711.83
Air Conditioner Maintenance
625982
011.1049.590000
$ 7,754.00
Replace Dual Duct VAV Box
902371
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014348
05/28/2020
05/28/2020
011.0014337
011.0014339
05/28/2020
05/28/2020
011.0014346
05/28/2020
05/28/2020
05/28/2020
9778
$ 2,020.00
9779
$ 500.00
9780 $ 6,511.80
9781 $ 223.43
9782 $ 2,400.00
9783
$ 6,439.82
9784
$ 165,330.17
05/28/2020 9785 $ 9,056.33
Printed: 6/3/2020 1:42:41PM Page 8 of 33
ELECTRONIC
VENDOR NAME AND NUMBER
004442 - WIRELESS INNOVATION
LIMITED
005281- MERCER CONSUMER
005921- ALEXISHWANG
000812 - CARLOS FANDINO JR
002190 - OFFICE DEPOT
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ACCOUNT INVOICE
NUMBER AMOUNT DESCRIPTION INVOICE
055.9000.900000 $ 1,180.00 Iridium 57239
011.1033.596200
$ 3,913.75
Insurance Premium for Medical Director
052820
011.1070.797000
$ 2,000.00
Purchase of Gift Cards for Vernon
052820
011.1070.797000
$ 3,000.00
Purchase of Gift Cards for Vernon
052820
011.1031.520000
$ 8.79
Supplies
458126186001
011.1031.520000
$ 0.84
Sales Tax 9.5%
458126186001
011.1031.520000
$ 152.99
Supplies
458129555001
011.1031.520000
$ 14.53
Sales Tax 9.5%
458129555001
011.1031.520000
$ 99.86
Supplies
458129556001
011.1031.520000
$ 9.49
Sales Tax 9.5%
458129556001
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
05/28/2020
9786 $
1,180.00
05/29/2020
9787 $
3,913.75
05/29/2020
9788 $
2,000.00
05/29/2020
9789 $
3,000.00
05/18/2020 9805 $ 286.50
Printed: 6/3/2020 1:42:41 P M
Page 9 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT
DESCRIPTION
INVOICE
000714 - CALPERS 011.1001.502020
$ 1,259.95
Monthly Expense of UAL—
100000016026177
011.1002.502020
$ 8,106.46
Monthly Expense of UAL—
100000016026177
011.1003.502020
$ 5,111.11
Monthly Expense of UAL—
100000016026177
011.1004.502020
$ 18,542.63
Monthly Expense of UAL—
100000016026177
011.1024.502020
$ 11,054.26
Monthly Expense of UAL—
100000016026177
011.1026.502020
$ 8,534.36
Monthly Expense of UAL—
100000016026177
011.1031.502020
$ 14,572.60
Monthly Expense of UAL—
100000016026177
011.1033.502020
$ 3,993.80
Monthly Expense of UAL—
100000016026177
011.1040.502020
$ 6,180.88
Monthly Expense of UAL—
100000016026177
011.1041.502020
$ 2,210.85
Monthly Expense of UAL—
100000016026177
011.1043.502020
$ 25,912.13
Monthly Expense of UAL—
100000016026177
011.1046.502020
$ 5,182.43
Monthly Expense of UAL—
100000016026177
011.1047.502020
$ 2,139.53
Monthly Expense of UAL—
100000016026177
011.1048.502020
$ 2,472.35
Monthly Expense of UAL—
100000016026177
011.1049.502020
$ 5,134.88
Monthly Expense of UAL—
100000016026177
057.1057.502020
$ 927.13
Monthly Expense of UAL—
100000016026177
011.1060.502020
$ 7,369.51
Monthly Expense of UAL—
100000016026177
020.1084.502020
$ 19,945.21
Monthly Expense of UAL—
100000016026177
056.5600.502020
$ 7,393.28
Monthly Expense of UAL—
100000016026177
055.7100.502020
$ 3,494.57
Monthly Expense of UAL—
100000016026177
055.7200.502020
$ 523.00
Monthly Expense of UAL—
100000016026177
055.8000.502020
$ 7,916.28
Monthly Expense of UAL—
100000016026177
055.8100.502020
$ 21,181.39
Monthly Expense of UAL—
100000016026177
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/3/2020 1:42:41PM Page 10 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ELECTRONIC
ACCOUNT INVOICE
VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION
PAYMENT PAYMENT PAYMENT
INVOICE P.O.# DATE NUMBER AMOUNT
000714 - CALPERS 055.9000.502020
$ 14,192.23
Monthly Expense of UAL—
100000016026177
011.9019.502020
$ 7,131.78
Monthly Expense of UAL—
100000016026177
055.9100.502020
$ 14,073.38
Monthly Expense of UAL—
100000016026177
055.9200.502020
$ 13,170.02
Monthly Expense of UAL—
100000016026177
011.1031.502020
$ 162,743.33
Monthly Expense of UAL—
100000016026186
011.1033.502020
$ 278,534.67
Monthly Expense of UAL—
100000016026186
05/27/2020
TOTAL ELECTRONIC
9806 $ 679,004.00
5 8,329,337.94
Printed: 6/3/2020 1:42:41PM Page 11 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR
NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
005348 -
AGILITY RECOVERY
011.9019.590110
$ 415.00
Disaster Recovery Services
122954
SOLUTIONS
001948 -
AT&T
011.9019.590110
$ 1,979.40
Period: 03/19/20 - 04/18/20
1796294501
055.9200.560010
$ 152.00
Period: 03/19/20 - 04/18/20
8720674501
001948 -
AT&T
011.9019.560010
$ 977.96
Period: 03/20/20 - 04/19/20
042020
011.9019.560010
$ 256.50
Period: 03/20/20 - 04/19/20
042020(2)
006646 -
BAJA ROOFING & COATINGS,
011.1049.590000
$ 2,800.00
Repair Duck Work
050720
INC
011.1049.590000
$ 4,000.00
Roof Repair
050720(2)
011.1049.590000
$ 13,500.00
Roof Repairs—
050720(3)
006054 -
BEARCOM
011.1033.594000
$ 1,860.30
SC Service Agreement
5020995
005511-
CAL UTILITIES EMERGENCY
055.9000.596550
$ 682.75
Membership Dues—
2021088
ASSOC
000778 -
CALIFORNIA WATER SERVICE
011.1033.560000
$ 102.06
Period: 04/20
042320(2)
CO
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
05/19/2020 605525 $ 415.00
05/19/2020 605526 $ 2,131.40
05/19/2020 605527 $ 1,234.46
05/19/2020 605528 $ 20,300.00
05/19/2020 605529 $ 1,860.30
05/19/2020 605530 $ 682.75
05/19/2020 605531 $ 102.06
Printed: 6/3/2020 1:42:41PM
Page 12 of 33
EARLY CHECKS
VENDOR NAME AND NUMBER
000256 - CALPORTLAND COMPANY
��1�L y �:�ay a ► r r:�_� � r.�:� ��
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ACCOUNT INVOICE
NUMBER AMOUNT DESCRIPTION
011.1043.520000 $ 4,848.99 Emergency Services-
011.1043.520000 $ 12,054.64 Emergency Services —
011.1046.520000 $
011.1046.520000 $
011.1046.590000 $
011.1046.590000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.590000 $
011.1046.590000 $
011.1046.520000 $
333.26 parts
20.10 shop materials
5.86 hazardous waste
399.25 labor
36.22 Sales Tax 10.25
6.00 n811880 bolt
21.19 2016 element kit
72.75 15w40 oil
23.05 6766 oil filter
55.19 9n184 element fuel
1.72 hazardous waste
655.95 labor
18.26 Sales Tax 10.25
INVOICE
94442526
94444777
C58663
C58663
C58663
C58663
C58663
C58959
C58959
C58959
C58959
C58959
C58959
C58959
C58959
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014241
011.0014241
011.0014241
011.0014241
011.0014248
011.0014248
011.0014248
011.0014248
011.0014248
011.0014248
011.0014248
05/19/2020 605532 $ 16,903.63
05/19/2020 605533 $ 1,648.80
Printed: 6/3/2020 1:42:41PM
Page 13 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT
DESCRIPTION
INVOICE
005490 - CINTAS CORPORATION 020.1084.540000
$ 139.10
Uniforms
4045654943
055.8000.540000
$ 41.10
Uniforms
4045654943
055.8100.540000
$ 159.56
Uniforms
4045654943
056.5600.540000
$ 52.63
Uniforms
4045654943
011.1043.540000
$ 131.61
Uniforms
4047026406
011.1046.540000
$ 33.37
Uniforms
4047026406
011.1047.540000
$ 10.21
Uniforms
4047026406
011.1049.540000
$ 46.70
Uniforms
4047026406
020.1084.540000
$ 140.12
Uniforms
4047491319
055.8000.540000
$ 41.10
Uniforms
4047491319
055.8100.540000
$ 141.65
Uniforms
4047491319
056.5600.540000
$ 52.63
Uniforms
4047491319
011.1043.540000
$ 131.61
Uniforms
4047623521
011.1046.540000
$ 33.37
Uniforms
4047623521
011.1047.540000
$ 10.21
Uniforms
4047623521
011.1049.540000
$ 46.70
Uniforms
4047623521
020.1084.540000
$ 139.10
Uniforms
4048059160
055.8000.540000
$ 41.10
Uniforms
4048059160
055.8100.540000
$ 233.45
Uniforms
4048059160
056.5600.540000
$ 42.63
Uniforms
4048059160
011.1043.540000
$ 131.61
Uniforms
4048174055
011.1046.540000
$ 33.37
Uniforms
4048174055
011.1047.540000
$ 10.21
Uniforms
4048174055
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/3/2020 1:42:41PM Page 14 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT
DESCRIPTION
INVOICE
005490 - CINTAS CORPORATION 011.1049.540000
$ 46.70
Uniforms
4048174055
020.1084.540000
$ 139.09
Uniforms
4048614570
055.8000.540000
$ 41.10
Uniforms
4048614570
055.8100.540000
$ 141.03
Uniforms
4048614570
056.5600.540000
$ 52.64
Uniforms
4048614570
011.1043.540000
$ 131.61
Uniforms
4048733111
011.1046.540000
$ 33.37
Uniforms
4048733111
011.1047.540000
$ 10.21
Uniforms
4048733111
011.1049.540000
$ 46.70
Uniforms
4048733111
020.1084.540000
$ 139.09
Uniforms
4049178047
055.8000.540000
$ 41.10
Uniforms
4049178047
055.8100.540000
$ 141.04
Uniforms
4049178047
056.5600.540000
$ 52.63
Uniforms
4049178047
011.1043.540000
$ 131.61
Uniforms
4049355863
011.1046.540000
$ 33.37
Uniforms
4049355863
011.1047.540000
$ 10.21
Uniforms
4049355863
011.1049.540000
$ 46.70
Uniforms
4049355863
020.1084.540000
$ 139.09
Uniforms
4049752257
055.8000.540000
$ 41.20
Uniforms
4049752257
055.8100.540000
$ 52.63
Uniforms
4049752257
056.5600.540000
$ 146.74
Uniforms
4049752257
Printed: 6/3/2020 1:42:41 P M
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
05/19/2020 605534 $ 3,461.00
Page 15 of 33
EARLY CHECKS
ACCOUNT
VENDOR NAME AND NUMBER
NUMBER
003511-
CITY OF LAKEWOOD
020.1084.593200 $
000236 -
DIESELTRON, INC
011.1046.520000 $
011.1046.520000 $
005229 -
EHS INTERNATIONAL, INC
055.9000.596700 $
005350 -
HAUL AWAY RUBBISH
011.1048.596200 $
SERVICE CO,
011.1049.596200 $
011.1033.520000 $
011.1043.520000 $
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
INVOICE
AMOUNT DESCRIPTION
INVOICE
127.87 Proportional Amount—
4952
229.60 alternator
28547
21.81 Sales Tax 9.5%
28547
950.00 Virtual Training Courses
318499
67.50 Disposal & Recycling Services
04XO6343
213.00 Disposal & Recycling Services
04XO6344
67.50 Disposal & Recycling Services
04XO6345
896.40 Disposal & Recycling Services
04XO6351
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014246
05/19/2020 605535 $ 127.87
05/19/2020 605536 $
05/19/2020 605537 $
251.41
950.00
05/19/2020 605538 $ 1,244.40
Printed: 6/3/2020 1:42:41PM
Page 16 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT INVOICE
VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION
PAYMENT CHECK PAYMENT
INVOICE P.O.# DATE NUMBER AMOUNT
004239 - HSA BANK 011.1002.502030
$ 500.00
Employer Contribution 06/01/20
051120
011.1003.502030
$ 500.00
Employer Contribution 06/01/20
051120
011.1004.502030
$ 2,000.00
Employer Contribution 06/01/20
051120
011.1024.502030
$ 1,500.00
Employer Contribution 06/01/20
051120
011.1026.502030
$ 1,500.00
Employer Contribution 06/01/20
051120
011.1031.502030
$ 8,000.00
Employer Contribution 06/01/20
051120
011.1033.502030
$ 8,500.00
Employer Contribution 06/01/20
051120
011.1040.502030
$ 1,000.00
Employer Contribution 06/01/20
051120
011.1041.502030
$ 1,000.00
Employer Contribution 06/01/20
051120
011.1043.502030
$ 2,000.00
Employer Contribution 06/01/20
051120
011.1046.502030
$ 500.00
Employer Contribution 06/01/20
051120
011.1049.502030
$ 500.00
Employer Contribution 06/01/20
051120
011.1060.502030
$ 1,500.00
Employer Contribution 06/01/20
051120
011.9019.502030
$ 500.00
Employer Contribution 06/01/20
051120
020.1084.502030
$ 3,500.00
Employer Contribution 06/01/20
051120
056.5600.502030
$ 500.00
Employer Contribution 06/01/20
051120
055.9000.502030
$ 1,500.00
Employer Contribution 06/01/20
051120
055.9100.502030
$ 1,000.00
Employer Contribution 06/01/20
051120
006053 - IDENTITY AUTOMATION, LP 011.9019.590110
$ 716.75
Multi -Factor Authentication Legacy
INVO4036
011.9019.590110
$ 780.00
Multi -Factor Authentication Plus -
INVO4036
05/19/2020 605539 $ 36,000.00
011.0014347
011.0014347
05/19/2020 605540 $ 1,496.75
Printed: 6/3/2020 1:42:41PM Page 17 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
000686 - IGOE & COMPANY, INC
011.1026.594200
$ 75.00
Participation Fee
003122 - J&H AUTO BODY
011.1046.520000
$ 12.00
parts
011.1046.520000
$ 142.80
paint and material
011.1046.590000
$ 184.80
paint labor
011.1046.590000
$ 118.80
body shop labor
011.1046.520000
$ 15.87
Sales Tax 10.25
011.1046.520000
$ 432.97
parts
011.1046.520000
$ 208.00
paint and material
011.1046.590000
$ 286.00
paint labor
011.1046.590000
$ 308.00
body shop labor
011.1046.520000
$ 65.70
Sales Tax 10.25
001800 - JSB FIRE PROTECTION, LLC
011.1033.595200
$ 1,925.64
Plan Check Services
INVOICE
215285
16442
16442
16442
16442
16442
16484
16484
16484
16484
16484
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014242
011.0014242
011.0014242
011.0014242
011.0014251
011.0014251
011.0014251
011.0014251
05/19/2020 605541 $ 75.00
05/19/2020 605542 $
20204
05/19/2020 605543 $
1,774.94
1,925.64
Printed: 6/3/2020 1:42:41PM
Page 18 of 33
EARLY CHECKS
ACCOUNT
VENDOR NAME AND NUMBER NUMBER
000804 - LB JOHNSON HARDWARE CO 055.8400.590000 $
#1
055.8400.590000 $
055.9000.520000 $
055.9000.520000 $
055.9000.520000 $
055.8400.590000 $
055.8400.590000 $
055.9000.520000 $
055.9000.520000 $
055.9000.520000 $
055.8000.520000 $
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
INVOICE
AMOUNT DESCRIPTION
6.55 Small Tools, Plumbing, & Building
261.40 Small Tools, Plumbing, & Building
144.47 Small Tools, Plumbing, & Building
32.82 Small Tools, Plumbing, & Building
118.17 Small Tools, Plumbing, & Building
49.00 Small Tools, Plumbing, & Building
12.03 Small Tools, Plumbing, & Building
24.05 Small Tools, Plumbing, & Building
130.24 Small Tools, Plumbing, & Building
45.97 Small Tools, Plumbing, & Building
362.93 Small Tools, Plumbing, & Building
INVOICE
106706
106739
107042
107186
107188
107219
107244
107381
107555
107736
799240
000304 - MCAVOY & MARKHAM
055.8000.900000
$ 9,275.00
Itron Centron Poly CP3SDR3 FM9S, CL20,
16176
ENGINEERING A
055.8000.900000
$ 881.13
Sales Tax 9.5%
16176
001150 - MCMASTER CARR SUPPLY
055.8400.590000
$ 160.45
Hardware Supplies-
36136283
COMPANY
055.8400.520000
$ 21.00
Hardware Supplies-
37749746
055.8400.590000
$ 94.01
Hardware Supplies-
37754557
055.9000.520000
$ 121.39
Hardware Supplies-
38490147
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
055.0002742
055.0002742
055.0002742
055.0002742
055.0002742
055.0002742
055.0002742
055.0002742
055.0002742
055.0002742
055.0002742
055.0002774
055.0002743
055.0002743
055.0002743
055.0002743
05/19/2020 605544 $ 1,187.63
05/19/2020 605545 $ 10,156.13
05/19/2020 605546 $ 396.85
Printed: 6/3/2020 1:42:41PM
Page 19 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
006203 - MRC SMARTTECHNOLOGY
011.9019.590110
$ 13,122.48 Managed Print Services
IN1445075
SOLUTIONS
006715 - JORGE L. NEVAREZ JR
011.1048.596200
$ 100.00 Attendance Stipend—
042920
006586 - OCCUPATIONAL HEALTH
011.1026.502095
$ 337.22 Medical Services
051320
CENTERS OF
011.1026.502095
$ 118.06 Medical Services
051320(2)
006475 - ONEPOINT HUMAN CAPITAL
011.9019.520010
$ 215.00 Time Tracking System
48979
MGMT
006612 - QUALIFIED MOBILE, INC 011.1046.590000 $ 306.00 Car Wash Services
270278
PAYMENT CHECK
P.O.# DATE NUMBER
05/19/2020
605547
$ 13,122.48
05/19/2020
605548
$ 100.00
05/19/2020 605549 $ 455.28
05/19/2020 605550 $
05/19/2020 605551 $
215.00
306.00
Printed: 6/3/2020 1:42:41PM Page 20 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
006781- SALSBURY INDUSTRIES
011.1031.850000
$ 2,970.00
Model No. 18-52361BL-A-
011.1031.850000
$ 270.00
Model No. 77791BL-
011.1031.850000
$ 540.00
Model No. 77710-
011.1031.850000
$ 20.00
Model No. 77711-
011.1031.850000
$ 275.00
Model No. 18-52161BL-A-
011.1031.850000
$ 315.00
Model No. 18-53161BL-A-
011.1031.850000
$ 335.00
Model No. 18-54161BL-A-
011.1031.850000
$ 45.00
Model No. 77791BL-
011.1031.850000
$ 453.43
Sales Tax 9.5%
000894 - SATELLITE PHONE STORE
011.9019.590110
$ 699.99
IsatPhone Prepaid Service - 500 Units-
011.9019.590110
$ 699.99
IsatPhone Prepaid Service - 500 Units-
011.9019.590110
$ 699.99
IsatPhone Prepaid Service - 500 Units-
011.9019.590110
$ 199.50
Sales Tax 9.5%
001845 - SECURITY PAVING COMPANY,
011.1043.520000
$ 19.22
Crush Base Material
INC
INVOICE
6086002
6086002
6086002
6086002
6086002
6086002
6086002
6086002
6086002
144353
144353
144353
144353
34804
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014305
011.0014305
011.0014305
011.0014305
011.0014305
011.0014305
011.0014305
011.0014305
011.0014344
011.0014344
011.0014344
011.0014132
05/19/2020 605552 $ 5,223.43
05/19/2020 605553 $ 2,299.47
05/19/2020 605554 $ 19.22
Printed: 6/3/2020 1:42:41PM
Page 21 of 33
EARLY CHECKS
ACCOUNT
VENDOR
NAME AND NUMBER
NUMBER
005556 -
SWEINHART ELECTRIC CO
011.1049.590000 $
011.1049.590000 $
011.1049.590000 $
011.1049.590000 $
011.1049.590000 $
006371-
TIREHUB, LLC
011.1046.520000 $
011.1046.590000 $
011.1046.520000 $
000282 -
TRI-CITY MUTUAL WATER
011.1033.560000 $
COMPANY
011.1033.560000 $
005710 -
US TOW, INC
011.1046.590000 $
011.1046.590000 $
001481- VERIZON BUSINESS SERVICES 011.9019.560010 $
001481- VERIZON WIRELESS 055.9000.560010 $
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
INVOICE
AMOUNT DESCRIPTION
INVOICE
311.52 Repairs & Maintenance
21382
294.52 Repairs & Maintenance
21383
302.00 Repairs & Maintenance
21384
294.52 Repairs & Maintenance
21385
302.52 Repairs & Maintenance
21388
645.00 26560r17 tires
13623468
8.75 fire fee
13623468
61.27 Sales Tax 9.5%
13623468
225.00 Hydrant
020120
225.00 Hydrant
040120
125.00 towed unit to central ford
12345
125.00 Tow Service
12741
616.14 Period:03/20
71437093
11.16 Period: 03/24/20 - 04/23/20
9853269131
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014245
011.0014245
05/19/2020 605555 $ 1,505.08
05/19/2020 605556 $ 715.02
05/19/2020 605557 $ 450.00
011.0014244
011.0014250
05/19/2020 605558 $
05/19/2020 605559 $
05/19/2020 605560 $
250.00
616.14
11.16
Printed: 6/3/2020 1:42:41PM
Page 22 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
001399 - VERNON SANITARY SUPPLY
011.120010
$ 636.30 (0500-130) Creamer G304 Powder Non
CO
011.120010
$ 461.10 (0500-120) Sugar G928 Crystals
011.120010
$ 60.45 Sales Tax 9.5%
011.120010
$ 230.55 (0500-120) Sugar G928 Crystals
000743 - XEROX FINANCIAL SERVICES,
011.9019.590110
$ 3,219.30 Lease Payment
LLC
006716 - MARLENE ELSA YBARRA
011.1048.596200
$ 100.00 Attendance Stipend-
004318 - A -BEST INDUSTRIAL, INC
056.5600.520000
$ 589.78 Service Connection Materials-
056.5600.520000
$ 56.03 Sales Tax 9.5%
004681- AEG SOLUTIONS, INC
055.9100.520000
$ 618.80 Item No. PB2434M-
055.9100.520000
$ 35.00 Freight
055.9100.520000
$ 58.79 Sales Tax 9.5%
001948 - AT&T
011.9019.560010
$ 21.04 Period: 02/06/20 - 03/05/20
PAYMENT CHECK PAYMENT
INVOICE
P.O.#
DATE NUMBER AMOUNT
32590100
011.0014296
32590100
011.0014296
32590100
33631100
011.0014296
05/19/2020 605561 $ 1,388.40
2065152
05/19/2020
605562
$ 3,219.30
042920
05/19/2020
605563
$ 100.00
IN13287
056.0000577
IN13287
05/26/2020
605564
$ 645.81
77184
055.0002790
77184
055.0002790
77184
05/26/2020
605565
$ 712.59
9391054023
05/26/2020
605566
$ 21.04
Printed: 6/3/2020 1:42:41PM
Page 23 of 33
EARLY CHECKS
VENDOR NAME AND NUMBER
001229 - CITY OF LOS ANGELES
TREASURER
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
ACCOUNT INVOICE
NUMBER AMOUNT DESCRIPTION
011.1043.590000 $ 1,840.13 Traffic Signal Maintenance 04/01/20 -
INVOICE
94MA200000059
005031- CLEAN HARBORS
011.1060.595200
$ 10,274.65 COVID-19 Decontamination Services
1003268329
ENVIRONMENTAL SE
011.1060.595200
$ 11,937.74 COVID-19 Decontamination Services
1003272676
000202 - DOOLEY ENTERPRISES, INC
011.1031.520000
$ 7,020.00 WC92: 9mm 124 gr. Brass Enclosed Base -
57838
011.1031.520000
$ 345.00 WC3801: 380 Auto 95gr. Brass Enclosed
57838
011.1031.520000
$ 206.18 Freight
57838
011.1031.520000
$ 699.68 Sales Tax 9.5%
57838
011.1031.520000
$ 355.00 WC381: 38 Sp 125gr. Brass Enclosed Base
57955
011.1031.520000
$ 28.16 Freight
57955
011.1031.520000
$ 33.73 Sales Tax 9.5%
57955
006804 - DORA DOUGLAS
011.1048.530015
$ 280.63 Reimb. Possessory Interest Tax—
052120
006450 - DELPHIA GARZA
011.1048.530015
$ 311.83 Reimb. Possessory Interest Tax—
052120
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014320
011.0014320
011.0014320
011.0014320
011.0014320
05/26/2020 605567 $ 1,840.13
05/26/2020 605568 $ 22,212.39
05/26/2020
605569
$ 8,687.75
05/26/2020
605570
$ 280.63
05/26/2020
605572
$ 311.83
Printed: 6/3/2020 1:42:41PM
Page 24 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
004143 - INTERWEST CONSULTING
011.1041.595200
$ 2,880.00
Building Plan Check & Inspection
59613
GROUP, IN
011.1041.595200
$ 46.90
Building Plan Check & Inspection
59631
001096 - MELVYN GREEN &
011.1041.595200
$ 3,166.74
Plan Check Services
14227
ASSOCIATES, INC
011.1041.595200
$ 749.45
Plan Check Services
14232
006592 - CAROL MENKE
011.1001.596500
$ 401.60
National League of Cities Congressional
051920
006586 - OCCUPATIONAL HEALTH
011.1026.597000
$ 63.00
Medical Services
66991104
CENTERS OF
011.1026.597000
$ 478.50
Medical Services
67798158
011.1026.597000
$ 31.50
Medical Services
67849624
006416 - PRIORITY BUILDING
011.1049.590000
$ 9,005.38
Janitorial Services 05/20
68930
SERVICES, LL
006805 - PROVIDENT TITLE COMPANY 011.1040.400900 $ 1,955.68 Ref. Parcel#6308019020 FY15/16—
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
05/26/2020 605573 $ 2,926.90
05/26/2020
605574
$ 3,916.19
05/26/2020
605575
$ 401.60
05/26/2020 605576 $ 573.00
05/26/2020 605577 $ 9,005.38
051920
05/26/2020 605578 $ 1,955.68
Printed: 6/3/2020 1:42:41PM
Page 25 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
001703 - ROYAL INDUSTRIAL
055.8000.590000
$ 358.00 CITY: 2,000 ft MFR: WIRE —
SOLUTIONS
055.8000.590000
$ 358.00 CITY: 2,000ft MFR: WIRE-
055.8000.590000
$ 358.00 CITY: 2,000ft MFR: WIRE-
055.8000.590000
$ 358.00 CITY: 2,000ft MFR: WIRE-
055.8000.590000
$ 358.00 CITY: 2,000ft MFR: WIRE-
055.8000.590000
$ 358.00 CITY: 2,000ft MFFR: WIRE-
055.8000.590000
$ 358.00 CITY: 2,000ft MFR: WIRE-
055.8000.590000
$ 268.00 CITY: 2,000ft MFR: WIRE-
055.8000.590000
$ 268.00 CITY: 2,000ft MFR: WIRE-
055.8000.590000
$ 268.00 CITY: 2,000ft MFR: WIRE-
055.8000.590000
$ 268.00 CITY: 2,000ft MFR: WIRE-
055.8000.590000
$ 339.91 Sales Tax 9.5%
005790 - SIMON WIND, INC
055.9000.900000
$ 317.50 Meteorological Services
002079 - SO CAL JOINT POLE
055.9100.596200
$ 1,051.82 Operating Expense 02/20
COMMITTEE
055.9100.596200
$ 740.47 Operating Expense 04/20
006438 - STREAM KIM HICKS WRAGE
011.1024.593200
$ 387.95 Re: Jerry Chavez v. City of Vernon—
& ALFAR
INVOICE
9066536665
9066536665
9066536665
9066536665
9066536665
9066536665
9066536665
9066536665
9066536665
9066536665
9066536665
9066536665
2004
20585
20650
15697
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
055.0002784
055.0002784
055.0002784
055.0002784
055.0002784
055.0002784
055.0002784
055.0002784
055.0002784
055.0002784
055.0002784
05/26/2020 605579 $ 3,917.91
05/26/2020 605580 $ 317.50
05/26/2020 605581 $ 1,792.29
05/26/2020 605582 $ 387.95
Printed: 6/3/2020 1:42:41PM
Page 26 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
000141- THOMSON REUTERS - WEST
011.4031.596200
$ 1,578.65 West Information Charges
842270605
006790 - ALTAMED HEALTH SERVICES
011.1070.797000
$ 125,000.00 COVID-19 Screening/Testing Services
052720
CORP
002819 - BANK OF AMERICA
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program—
052820
003818 - L.A. COUNTY DISTRICT
011.230020
$ 103,470.00 Case No. CR2019-1229—
052720
ATTORNEY
006101- LOCAL AGENCY FORMATION
011.1033.596200
$ 8,000.00 Annexation Filing Fee
052620
COMMISS
005390 - SUSANA YBARRA
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820
005390 - YBARRA, SUSANA
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(2)
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(2)
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
05/26/2020 605583 $ 1,578.65
05/28/2020
605586
$ 125,000.00
05/28/2020
605587
$ 1,000.00
05/28/2020 605588 $ 103,470.00
05/28/2020
605589
$ 8,000.00
05/28/2020
605590
$ 1,000.00
05/28/2020
605591
$ 1,000.00
05/28/2020
605592
$ 1,000.00
05/28/2020
605593
$ 1,000.00
Printed: 6/3/2020 1:42:41 P M
Page 27 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
1-1 KO:Ito INi
ACCOUNT
INVOICE
PAYMENT
CHECK
PAYMENT
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE P.O.#
DATE
NUMBER
AMOUNT
006844- 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(3)
05/28/2020
605594
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(4)
05/28/2020
605595
$ 1,000.00
006844- 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(5)
05/28/2020
605596
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(6)
05/28/2020
605597
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(7)
05/28/2020
605598
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(8)
05/28/2020
605599
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(9)
05/28/2020
605600
$ 1,000.00
006844- 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(10)
05/28/2020
605601
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(11)
05/28/2020
605602
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(12)
05/28/2020
605603
$ 1,000.00
Printed: 6/3/2020 1:42:41PM Page 28 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
1-1 KO:Ito INi
ACCOUNT
INVOICE
PAYMENT
CHECK
PAYMENT
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE P.O.#
DATE
NUMBER
AMOUNT
006844- 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(13)
05/28/2020
605604
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(14)
05/28/2020
605605
$ 1,000.00
006844- 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(15)
05/28/2020
605606
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(16)
05/28/2020
605607
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(17)
05/28/2020
605608
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(18)
05/28/2020
605609
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(19)
05/28/2020
605610
$ 1,000.00
006844- 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(20)
05/28/2020
605611
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(21)
05/28/2020
605612
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(22)
05/28/2020
605613
$ 1,000.00
Printed: 6/3/2020 1:42:41PM Page 29 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
1-1 KO:Ito INi
ACCOUNT
INVOICE
PAYMENT
CHECK
PAYMENT
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE P.O.#
DATE
NUMBER
AMOUNT
006844- 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(23)
05/28/2020
605614
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(24)
05/28/2020
605615
$ 1,000.00
006844- 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(25)
05/28/2020
605616
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(26)
05/28/2020
605617
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(27)
05/28/2020
605618
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(28)
05/28/2020
605619
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(29)
05/28/2020
605620
$ 1,000.00
006844- 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(30)
05/28/2020
605621
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(31)
05/28/2020
605622
$ 1,000.00
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
052820(32)
05/28/2020
605623
$ 1,000.00
Printed: 6/3/2020 1:42:41PM Page 30 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
PAYMENT
CHECK
PAYMENT
INVOICE
P.O.# DATE
NUMBER
AMOUNT
052820(33)
05/28/2020
605624
$ 1,000.00
052820(34)
05/28/2020
605625
$ 1,000.00
052820(35)
05/28/2020
605626
$ 1,000.00
052820(36)
05/28/2020
605627
$ 1,000.00
052820(37)
05/28/2020
605628
$ 1,000.00
052820(38)
05/28/2020
605629
$ 1,000.00
052820(39)
05/28/2020
605630
$ 1,000.00
052820(40)
05/28/2020
605631
$ 1,000.00
TOTAL EARLY CHECKS
C ass 777 77
Printed: 6/3/2020 1:42:41 P M
Page 31 of 33
RECAP BY FUND
FUND ELECTRONIC TOTAL
011-GENERAL
020 - WATER
055 - LIGHT & POWER
056 - NATURAL GAS
057 - FIBER OPTIC
GRAND TOTAL
TOTAL CHECKS TO BE PRINTED 0
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
$ 649,715.47 $
76,165.08
7,595,136.98
7,393.28
927.13
$ 8,329,337.94 $
EARLY CHECK TOTAL
445,375.18 $
4,463.46
23,892.87
1,545.71
0.00
475,277.22 $
WARRANT TOTAL
0.00 $
0.00
0.00
0.00
0.00
0.00 $
GRAND TOTALS
1,095,090.65
80,628.54
7,619,029.85
8,938.99
927.13
8,804,615.16
Printed: 6/3/2020 1:42:41PM Page 32 of 33
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 47
JUNE 16, 2020
VOID LIST
CHECK
NUMBER VENDOR NAME AMOUNT
605584 52ND DRIVE APARTMENTS $ 36,000.00
605585 52ND DRIVE APARTMENTS 4,000.00
L
Printed: 6/3/2020 1:42:41PM Page 33 of 33
City Council Agenda Item Report
Agenda Item No. COV-200-2020
Submitted by: Adriana Ramos
Submitting Department: Fire Department
Meeting Date: June 16, 2020
SUBJECT
Fire Department Activity Report
Recommendation:
Receive and file the April 2020 Report.
Background:
Attached is a copy of the Vernon Fire Department Activity Report which covers the period of April 1
through April 30, 2020. This report covers hours for Fire Prevention, Training, Pre -Incident, Periodic
Testing, Public Service Programs and Routine Maintenance. Due to the COVID-19 pandemic resulting in
the temporary closure of non -essential businesses and in adherence to the Los Angeles County Health
Officer's Orders and guidelines for social distancing to minimize COVID-19 exposure, Fire Inspections
ceased during the months of April and May. The lack of Fire Inspections is reflected in the fire prevention
section of the activity report for the month of April. The Fire Department resumed inspections effective
June 1, 2020.
Fiscal Impact:
There is no fiscal impact associated with this report.
Attachments:
1. Fire Department Activity Report - April 2020
ACTIVITY TYPE
FIRE PREVENTION:
Regular Inspections (#):
Re -Inspections (#):
Spec. Haz. Inspections (#):
VERNON FIRE DEPARTMENT
COMPANY ACTIVITIES
April 1, 2020 to April 30, 2020
Total Inspections:
Total Staff Hours:
This Period
Last Year
Last Year
To Date
This
Period
This Year
To Date
174
497
0
103
20
69
0
4
1
4
0
1
195
570
0
108
319
870
0
159
*Reduction in activity due to transitioning to electronic inspection reporting system.
Annual Business Fire Inspections
600
PRE -INCIDENT (HOURS):
Planning
District Familiarization
PERIODIC TEST (HOURS):
Hose Testing
Pump Testing
500
400
300
200
100
0
Last Year
This Period
Total Hours:
Total Hours:
1_
To Date
Last Year
Period
This
- L I
To Date
This Year
This Period
Last Year
Last Year
To Date
This
Period
This Year
To Date
184
682
172
701
171
666
139
680
355
1348
311 11381
This Period
Last Year
Last Year
To Date
This
Period
This Year
To Date
0
1
0
6
3
15
14
20
3
16
14 126
Page 1
TRAINING (HOURS):
Firefighting
Hazardous Materials
Safety
Apparatus Operations
Equipment Operations
CPR
First Aid
Total Hours:
�7
3
PUBLIC SERVICE PROGRAMS (HOURS):
School Programs
Fire Brigades
Emergency Preparedness
ROUTINE MAINTENANCE (HOURS):
Station
Apparatus
Equipment
This Period
Last Year
Last Year
To Date
This
Period
This Year
To Date
251
948
244
994
59
231
101
330
245
992
226
946
251
1014
235
951
252
1000
230
951
0
9
3
70
91
284
121
497
1149
4478
1160
4739
Fire Training Hours
■ Firefighting
26 ■ Hazardous Materials
■ Safety
■ Apparatus Operations
35 ■ Equipment Operations
■ CPR
■ First Aid
Total Hours:
Total Hours:
This Period
Last Year
Last Year
To Date
This
Period
This Year
To Date
9
16
0
4
4
4
2
6
14
67
45
196
27
87
47
206
This Period
Last Year
Last Year
To Date
This
Period
This Year
To Date
242
990
249
1002
243
976
245
994
242
981
243
1015
727
2947
737
3011
Personnel Activity Total By Hours: 1 2580 1 9746 1 2269 1 9522
Page 2
Sunpro, Inc. - FireRMS.com
Page 1 of 1
i q,FrC LOS ANGELES COUNTY FIRE
DEPARTMENT
R RESPONSE TIMES BY UNIT AVERAGE
Query by City: VERNON
Query by Unit BC776,E776,E777,E778,E779,T776,RA778
All Responses
04/01/2020 - 04/30/2020
Unit Number of Responses
BC776
2
E777
32
E778
45
E779
24
RA778
48
T776
16
Totals 167
Average Response Time
07:26
04:12
07:27
04:20
08:17
05:13
06:24
Average Time duration
03:14
23:00
14:41
16:29
31:43
33:02
23:03
http://170.208.229.100/DynamicPageMain 5/15/2020
Sunpro, Inc. - FireRMS.com
Page 1 of 1
i q,FrC LOS ANGELES COUNTY FIRE
DEPARTMENT
R RESPONSE TIMES BY UNIT AVERAGE
Query by City: VERNON
Query by Unit BC776,E776,E777,E778,E779,T776,RA778
First -Arrived Unit Responses
04/01/2020 - 04/30/2020
Unit Number of Responses
E777
24
E778
26
E779
21
RA778
16
T776
6
Totals 93
Average Response Time
03:54
05:59
03:42
04:08
04:17
04:30
Average Time duration
22:37
12:56
17:58
28:28
46:41
21:25
http://170.208.229.100/DynamicPageMain 5/15/2020
Sunpro, Inc. - FireRMS.com
Page 1 of 1
Unit
BC13
Totals
i q,FrC LOS ANGELES COUNTY FIRE
DEPARTMENT
R RESPONSE TIMES BY UNIT AVERAGE
Query by City: VERNON
Query by Unit BC13,BC3,Q164,Q27
All Responses
04/01/2020 - 04/30/2020
Number of Responses
3
9
Average Response Time
06:00
Average Time duration
28:42
28:42
http://170.208.229.100/DynamicPageMain 5/15/2020
Sunpro, Inc. - FireRMS.com
Page 1 of 1
LOS ANGELES COUNTY FIRE
DEPARTMENT
RESPONSE TIMES BY UNIT AVERAGE
Query by City: VERNON
Query by Unit BC13,BC3,Q164,Q27
First -Arrived Unit Responses
04/01/2020 - 04/30/2020
Unit Number of Responses Average Response Time
Average Time duration
http://170.208.229.100/DynamicPageMain 5/15/2020
City Council Agenda Item Report
Agenda Item No. COV-191-2020
Submitted by: Gregory Garcia
Submitting Department: Police Department
Meeting Date: June 16, 2020
SUBJECT
Police Department Activity Report
Recommendation:
Receive and file the April 2020 Report.
Background:
The Vernon Police Department's activity report consists of activity during the specified reporting period,
including a summary of calls for service, and statistical information regarding arrests, traffic collisions,
stored and impounded vehicles, recovered stolen vehicles, the number of citations issued, and the
number of reports filed.
Fiscal Impact:
None.
Attachments:
1. Police Department Activity Report —April 2020
VERNON POLICE DEPARTMENT
Department Activity Report
Jurisdiction: VERNON
Department Complaint
i21
First Date: 04/01/2020
Last Date: 04/30/2020
All Units Primary Unit
Type
Description
10-6
OFFICER IS 10-6 C7,961,962,10-10, WASH, EQUIPN
163
160
10-96C
10-96 CHARLES (CITY HALL SECURITY CHECK)
11
11
140
SUPPLEMENTAL REPORT
2
2
166R
COURT ORDER VIOLATION REPORT
1
1
20001 R
INJURY HIT AND RUN REPORT
1
1
20002R
NON -INJURY HIT AND RUN REPORT
10
3
211
ROBBERY
5
1
211 R
ROBBERY REPORT
4
2
242
BATTERY
10
2
242R
BATTERY REPORT
1
1
314
INDECENT EXPOSURE
5
3
415
DISTURBING THE PEACE
51
18
415R
DISTURBING THE PEACE REPORT
3
1
422
TERRORIST THREATS
2
1
459
BURGLARY
7
2
459A
AUDIBLE BURGLARY ALARM
310
158
459R
BURGLARY REPORT
20
10
459S
SILENT BURGLARY ALARM
17
4
459VR
BURGLARY TO A VEHICLE REPORT
7
6
484
PETTY THEFT
20
9
484R
PETTY THEFT REPORT
6
5
487R
GRAND THEFT REPORT
23
19
586
PARKING PROBLEM
25
20
594
VANDALISM
8
4
594R
VANDALISM REPORT
16
10
602
TRESPASS
25
9
647F
DRUNK IN PUBLIC
1
1
653M
ANNOYING PHONE CALLS
1
1
901T
INJURY TRAFFIC COLLISION
6
2
901TR
INJURY TRAFFIC COLLISION REPORT
3
2
902T
NON -INJURY TRAFFIC COLLISION
44
27
902TR
NON -INJURY TRAFFIC COLLISION REPORT
3
1
909T
TRAFFIC HAZARD
8
6
911
911 MISUSE / HANGUP
5
2
911A
CONTACT THE REPORTING PARTY
21
12
917A
ABANDONED VEHICLE
9
5
925
SUSPICIOUS CIRCUMSTANCES
79
34
927
UNKNOWN TROUBLE
6
2
A211
ATTEMPT ROBBERY
2
1
A211 R
ATTEMPT ROBBERY REPORT
1
1
A484
ATTEMPT PETTY THEFT
5
2
A484R
ATTEMPT PETTY THEFT REPORT
1
1
A487R
ATTEMPT GRAND THEFT REPORT
1
1
AGTA
ATTEMPT GRAND THEFT AUTO
3
1
ASSISTFD
ASSIST FIRE DEPARTMENT
16
8
BOSIG
BROKEN SIGNAL OR LIGHT
1
1
BOVEH
BROKEN DOWN VEHICLE
12
10
0511312020 07.00.25 Page I of 2
VERNON POLICE DEPARTMENT
Department Activity Report
Jurisdiction: VERNON
Department Complaint
Type Description
i21
First Date: 04/01/2020
Last Date: 04/30/2020
All Units Primary Unit
CIVIL
CIVIL MATTER
2
1
COP
COP DETAIL
6
6
DEMOSTRA
DEMONSTRATION
4
2
DET
DETECTIVE INVESTIGATION
19
10
DETAIL
DETAIL
6
6
DPTAST
DEPARTMENTAL ASSIST
17
9
FILING
OFFICER IS 10-6 REPORT WRITING
76
74
FOUND
FOUND PROPERTY REPORT
1
1
FU
FOLLOW UP
$
8
GTA
GRAND THEFT AUTO
3
1
GTAR
GRAND THEFT AUTO REPORT
37
23
HBC
HAILED BY A CITIZEN
4
4
KTP
KEEP THE PEACE
28
13
LOCATE
LOCATED VERNON STOLEN VEHICLE / PLATES V
6
6
LOJACK
LOJACK HIT
3
3
LPR
LICENSE PLATE READER
9
6
MISPLOCATE
LOCATED MISSING PERSON REPORT
2
1
MISPR
MISSING PERSON REPORT
1
1
MR60
MISC REPORT
1
1
PANIC ALARM
PANIC ALARM/DURESS ALARM
2
1
PAPD
PUBLIC ASSIST -POLICE
17
7
PATCK
PATROL CHECK
231
215
PEDCK
PEDESTRIAN CHECK
50
27
PLATE
LOST OR STOLEN PLATES REPORT
2
1
REC
RECOVERED STOLEN VEHICLE IN THE FIELD
14
9
REC PLATE
LOST/STOLEN LICENSE PLATES RECOVERED / Fc
3
1
RECKLESS DF
RECKLESS DRIVING (23103)
2
1
REPO
REPOSSESSION
1
1
RR
RAIL ROAD PROBLEM
1
1
SPEED
SPEED CONTEST OR SPEEDING (23109)
11
5
TRAFFIC STOI
TRAFFIC STOP
23
22
UNATTACHED
UNATTACHED TRAILER
2
2
VCK
VEHICLE CHECK
82
73
VEH RELEASE
VEHICLE RELEASE
3
2
WELCK
WELFARE CHECK
13
6
Department: 1671 1134
Overall: 1671 1135
0511312020 07.00.25 Page 2 of 2
VERNON POLICE DEPARTMENT
Police Activity Report
Period Ending: 04/30/20
TRAFFIC COLLISIONS
NO. PROPERTY RECOVERED
TOTAL
18 VEHICLES: $179,600.00
NON -INJURY
11
INJURY
7
Persons Injured
8
Pedestrian
Fatalities
City Property Damage
5
Hit & Run (Felony)
1
Hit & Run (Misdemeanor)
2
VEHICLES STORED PROPERTY RECOVERED FOR
Unlicensed Driver 3 OTHER DEPARTMENTS
Abandoned/Stored Vehicle 9 VEHICLES: $16,500.00
Unattached Trailer 1
Traffic Hazard
CITATIONS
Citations Iss (Prisoner Release)
15
Citations Iss (Other Violations)
Parking
27
Hazardous
10
Non -Hazardous
6
Citations Iss (Moving)
16
Citations Iss (Total)
43
CASES CLEARED BY ARREST
AR20-131
CR20-0566
459.5 PC
AR20-132
CR20-0574
459 PC
AR20-135
CR20-0607
594.2(A) PC
AR20-138
CR20-0632
496 PC
AR20-140
CR20-0655
242 PC
AR20-141
CR20-0673
11364 HS
VERNON POLICE DEPARTMENT
REPORT FOR PERSONS ARRESTED
PERIOD ENDING: 04/30/2020
ADULT FELONY
ARRESTS AND
DISPOSITIONS
MALE
FEMALE
TOTAL
ASSAULT W/DEADLY WEAPON
0
BURGLARY
2
2
DRIVING UNDER THE INFLUENCE w/ INJURY
0
DOMESTIC VIOLENCE
0
GRAND THEFT: AUTO
0
GRAND THEFT: PROPERTY
0
ROBBERY
0
WARRANT VERNON CASE
0
WARRANT OUTSIDE AGENCY
0
TOTAL FELONY ARRESTS
2
0
2
ADULT MISDEMEANOR ARRESTS AND DISPOSITIONS
MALE
FEMALE
TOTAL
BATTERY
1
1
COURT ORDER VIOLATION
0
CRIMINAL THREATS
0
DRIVING UNDER THE INFLUENCE
0
DRIVING WITH A SUSPENDED LICENSE
0
IGNITION INTERLOCK DEVICE REQUIRED
0
PETTY THEFT
0
POSSESSION OF NARCOTICS
0
POSSESSION OF PARAPHERNALIA
1
1
POSSESSION OF STOLEN PROPERTY
1
1
2
SHOPLIFTING
1
1
VANDALISM
3
3
WARRANT (VERNON CASE)
1
1
WARRANT (OUTSIDE AGENCY)
0
TOTAL MISD. ARRESTS
7
2
9
JUVENILES DETAINED --- FELONY AND MISDEMEANOR
MALE
FEMALE
TOTAL
BURGLARY
0
CARRY LOADED FIREARM IN PUBLIC
0
ROBBERY
0
VANDALISM
0
WARRANT
0
TOTAL JUVENILES DET.
0
0
0
TOTAL FELONY ARRESTS (ADULT) TO DATE:
TOTAL MISDEMEANOR ARRESTS (ADULT) TO DATE:
TOTAL JUVENILES DETAINED (FELONY AND MISDEMEANOR) TO DATE:
33
104
I
TOTAL ARRESTS AND DETAINED JUVENILES (FELONY AND MISDEMEANOR) TO DATE: 141
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/01/2020
Jurisdiction: VERNON Last Date: 04/01/2020
Call Number Disp Ten Received
Caller
Code Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200407366
RPCB 04/01/2020
RPT GTAR
07:50:06
LINK
2775 E 26TH, VERNON
Department OCA Number
VPD CR20200558
RMS Juris
CA0197300
VPD
CAM,PATRICK '26E
09:24:44
09:25:04
VPD
VASQUEZ,LUIS/FI 32E
09:25:02 09:28:52
10:11:29
20200407371
RPT 04/01/2020 10:01:01
GTAR CORONA AV // FRUITLAND AV, VERNON
VPD SWINFORD,PHILL "43W
VPD VASQUEZ,LUIS/FI 32E
20200407381
VREC 04/01/2020 13:18:03
LOCATE 5800 WILMINGTON, HUNTINGTON PARK
VPD RECORDS BURE/ *RECD
20200407387
RPT 04/01/2020 16:43:41 BON APPETITE
459VR 4820 E 50TH, VERNON
VPD ZOZAYA,OSCAR '38W
20200407397
VS 04/01/2020 23:03:40
CITE VCK E 50TH // BOYLE AV, VERNON
VPD ZOZAYA,OSCAR '38E
Department OCA Number RMS Juris
VPD CR20200559 CA0197300
10:01:01 10:03:03
10:12:04 11:54:10
13:18:27
14:35:29
Department
OCA Number
RMS Juris
VPD
CR20200560
CA0197300
16:46:41 16:51:06
17:35:11
Department
OCA Number
RMS Juris
VPD
CR20200561
CA0197300
23:03:40
00:01:23
041021202C 01:12:04
Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/02/2020
Jurisdiction: VERNON Last Date: 04/02/2020
Call Number Disp Ten Received
Caller
Code Complaint
Address
Unit Time
Dep Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200407404
PR 04/02/2020
RPT 909T
06:31:37
SEVILLE AV // VERNON AV, VERNON
Department OCA Number
VPD CR20200562
RMS Juris
CA0197300
VPD CERDA,EUGENIO *31 E
06:31:37
07:02:20 06:35:43
20200407413
RPT
04/02/2020
09:10:59
902TR
2638 E VERNON AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200563
CA0197300
VPD
GAYTAN,LOREN2 *5D31
09:10:59
10:20:35
VPD
CAM,PATRICK 38W
09:11:18 09:14:23
10:20:34
VPD
VALENZUELA,FEI 40E
09:24:35
10:20:35
20200407418
RPT
04/02/2020
10:42:44
MISPR
4305 S SANTA FE AV, VERNON
Departmem
OCA Number
RMS Juris
VPD
CR20200564
CA0197300
VPD
CAM,PATRICK "38W
10:47:29
14:30:22
20200407423
RPT
04/02/2020
12:06:58
MELISSAS
459VR
2825E 54TH, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200565
CA0197300
VPD
VALENZUELA,FEI *40E 12:10:59
12:11:00 12:18:30
12:38:53
13:00:35
20200407433
1015
04/02/2020
14:23:01
AMPM
ADV
459
3278 E SLAUSON AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200566
CA0197300
CITE
RPT
VPD
REDONA,BRYAN *32E 14:23:36
14:24:28 14:30:30
15:16:32
VPD
CAM,PATRICK 38W
14:30:25
15:16:32
VPD
VALENZUELA,FEI 40E
14:30:07
14:30:29
VPD
STEVENSON,KEN 44W 14:23:38
14:24:29 14:30:34
15:16:33
20200407435
041031202C 00:00.21
Page 1 of
2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/02/2020
Last Date: 04/02/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200407435
VREC 04/02/2020 15:03:08 A CAR AUTO
REC 5915 ALAMO AV, MAYWOOD
VPD RECORDS BURE/ 'RECD 15:03:43 15:16:11
041031202C 00:00.21 Page 2 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/03/2020
Last Date: 04/03/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200407457
RPT 04/03/2020 02:12:50
NRH GLOBAL
459S
3810 S SANTA FE
AV, VERNON
VPD
LANDA,RAFAEL
*41W 02:14:02
VPD
NEWTON,TODD
26E
VPD
CERDA,EUGENIO
31 E
VPD
DOCHERTYNICH
40W 02:14:03
VPD
SANTOS,DANIEL
S2
20200407463
Department OCA Number RMS Juris
VPD CR20200567 CA0197300
02:14:32 02:17:14 03:22:43
02:18:22 02:36:53
02:18:23 02:23:46 03:22:43
02:14:34 02:17:04 03:22:43
02:26:20 03:22:43
RPT 04/03/2020 06:23:09 LASO EAST LA
211 R S ATLANTIC BL // DISTRICT BL, VERNON Departmem OCA Number
VPD CR20200568
VPD NEWTON,TODD '26E 06:25:44 06:25:44 06:34:23
VPD CERDA,EUGENIO 31 E 06:40:40
20200407469
RPT 04/03/2020 10:11:41 SEWING COLLECTION
NCE MR60 3113 E 26TH, VERNON Department OCA Number
VPD CR20200569
VPD CAM,PATRICK "38E 10:40:52
20200407482
RPT 04/03/2020 17:01:19 ROSA VASQUEZ
GTAR S SOTO // VERNON AV, VERNON Departmem OCA Number
VPD CR20200570
VPD LUCAS,JASON '43W 17:02:45
RMS .Iuris
CA0197300
07:04:34
06:42:25
RMS Juris
CA0197300
RMS .Iuris
CA0197300
11:15:24
18:17:27
041041202C 00:02:31 Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/04/2020
Jurisdiction: VERNON Last Date: 04/04/2020
Call Number Disp
Ten Received
Caller
Code Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200407516
VREC
VS
04/04/2020
REC
21:48:50
SAINT CHARLES // VERNON AV, VERNON
Department OCA Number
VPD CR20200571
RMS J300
CA0197300
VPD
MADRIGAL,ALFOI '38E
21:48:50
22:05:42
VPD
OURIGUE,CARLO 31 W
22:05:41
22:24:07
MR C TOW MR C TO 21:50:36
21:50:58 21:59:33
22:24:07
041051202C 00:01:0A Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction:
First Date: NO CASE NUMBERS ISSUED ON 04/05/2020
Last Date:
Call Number Disp Ten Received Caller
Code Complaint Address
Dep Officer
Unit Time
Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
041061202C 00:49.2; Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/06/2020
Last Date: 04/06/2020
Call Number Disp Ten
Received
Caller
Code
Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove
Comp
20200407556
RPT
04/06/2020
05:46:37
DAVID
902T
E VERNON AV // BOYLE AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200572
CA0197300
VPD
ZOZAYA,OSCAR *41 E 05:48:08
05:48:09 05:52:57
06:27:04
VPD
OURIOUE,CARLO 31
05:54:28
06:27:04
20200407559
RPT
04/06/2020
06:20:36
SADAF FOODS
487R
2828 S ALAMEDA, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200573
CA0197300
VPD
VALENZUELA,FEI "26W 06:22:41
06:27:28 06:33:27
06:40:28
20200407580
RPT
04/06/2020
14:34:56
NRH GLOBAL
1015
459S
3810 S SANTA FE AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200574
CA0197300
VPD
FINO,MARCUS '32E
14:36:32 14:38:55
16:00:36
VPD
MANNINO,NICHOI 38W
14:37:41 14:39:32
16:29:57
VPD
VASOUEZ,LUIS 43E
14:36:34 14:41:17
15:58:45
VPD
REYNA,JOSE S 5D23
14:46:42 14:58:30
16:29:57
VPD
CROSS,JEREMY 5D30
14:44:55 14:58:35
16:29:57
VPD
HERNANDEZ,EDV 5D32
14:46:51
14:47:01
VPD
ESCOBEDO,ALE� 5D33
14:47:05 14:58:33
16:29:58
VPD
ONOPA,DANIEL S7
14:37:34 14:40:24
16:16:30
20200407581
RPT
04/06/2020
15:20:17
COMMERCE LOGISTICS
484R
6270 S BOYLE AVE, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200575
CA0197300
VPD
FINO,MARCUS *32E
16:00:47 16:03:30
17:43:29
041071202C 00:32:4E Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction:
First Date: NO CASE NUMBERS ISSUED ON 04/07/2020
Last Date:
Call Number Disp Ten Received Caller
Code Complaint Address
Dep Officer
Unit Time
Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
041081202C 03:14:1. Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/08/2020
Last Date: 04/08/2020
Call Number Disp Ten Received Caller
Code Complaint Address
20200407702
RPT
VI
Dep Officer
Unit Time
Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
04/08/2020 21:49:18 ELISIO MANCIAS
20002R 3121 FRUITLAND AV, VERNON
VPD
ZOZAYA,OSCAR
*31 E 21:50:17
VPD
CERDA,PAUL,JR
26W
VPD
DOCHERTYNICH
40W
VPD
VALENZUELA,FEI
41 E 21:50:19
VPD
CERDA,EUGENIO
43
VPD
ESTRADA,IGNACI
S3
Department OCA Number
VPD CR20200576
21:50:58 21:51:55
21:53:51
22:04:27 22:04:32
21:51:00 21:53:36
21:51:03 21:57:22
21:55:06
RMS Juris
CA0197300
22:50:53
23:27:19
23:15:15
22:49:41
23:27:19
22:27:49
041091202C 03:27:3( Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/09/2020
Jurisdiction: VERNON Last Date: 04/09/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200407715
RPT 04/09/2020 07:07:21 ONSTAR TELEMATICS CALL CENTER
CITE 901 TR E DISTRICT BL // LOMA VISTA AV, VERNON Department OCA Number RMS Juris
VPD CR20200577 CA0197300
VPD CAM,PATRICK '38E 07:12:15 07:21:01 08:12:18
20200407720
RPT
04/09/2020
12:14:40
JOSHUA MADRIGAL
902T
S ATLANTIC BL // BANDINI BL, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200578
CA0197300
VPD
CAM,PATRICK '38E
12:16:10 12:27:37
13:22:22
20200407723
VREC
04/09/2020
13:35:59
SOW
REC
S SOTO // 26TH, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200579
CA0197300
ADV
NRD
RPT
VPD
STEVENSON,KEN *22
13:38:10 13:41:50
15:02:58
VPD
SWINFORD,PHILL 32W
13:38:12 13:41:52
15:02:58
VPD
CAM,PATRICK 38E
13:38:23
14:52:33
VPD
PEREZ,NICK L2
13:39:23 13:41:54
13:57:36
USTOW US TOW 14:31:45
14:33:04 14:50:55
15:02:58
20200407729
RPT
04/09/2020
15:59:58
FARMER JOHN
GTAR
2750 SOTO, VERNON
Departmem
OCA Number
RMS.Iuris
VPD
CR20200580
CA0197300
VPD
STEVENSON,KEN *22
16:08:05 16:20:01
16:57:21
20200407735
RPT
04/09/2020
17:19:59
T-MOBILE (877) 653-7911
MISPLOCATE
5139 PACIFIC BL, VERNON
Department
OCA Number
RMS.Iuris
VPD
CR20200581
CA0197300
VPD
STEVENSON,KEN *22
17:20:47 17:22:08
17:58:13
VPD
CAM,PATRICK 38E
17:20:48 17:22:13
17:58:13
20200407741
041101202C 00:00:1(
Page 1 of
2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/09/2020
Last Date: 04/09/2020
Call Number Disp Ten
Received
Caller
Code
Complaint
Address
Unit Time
Dep
Officer Unit
Dispatch
Enroute OnScene Depart
Arrive Remove
Comp
20200407741
RPT
04/09/2020
19:17:57
DPTAST
6720 MIDDLETON, VERNON S/A B
Department
OCA Number
RMS Juris
VPD
CR20200582
CA0197300
VPD
NEWTON,TODD '32E
19:18:28
19:19:11 19:27:20
19:43:19
VPD
CERDA,EUGENIO 40
19:18:29
19:19:13 19:27:21
20:28:38
20200407744
REPO
04/09/2020
20:29:06
LINK
RPT
REPO
4515 ALCOA AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200583
CA0197300
VPD
RECORDS BURE/ *RECD
20:31:44
20:38:15
20200407747
VS
04/09/2020
21:48:59
RPT
VCK
2640E 37TH, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200584
CA0197300
VPD
OURIQUE,CARLO *31
21:48:59
22:05:33
MR C TOW MR C TO
21:51:55
21:51:55 22:01:55
22:05:33
041101202C 00:00:1( Page 2 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/10/2020
Last Date: 04/10/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200407766
VOID 04/10/2020 13:55:01 NICOLE BURNS Departmeut OCA Number RMS Juris
20002R E DOWNEY RD // BANDINI, VERNON VPD CR20200585 CA0197300
VPD CAM,PATRICK '38E 13:56:03 13:56:24 14:09:02 15:16:04
20200407768
RPT 04/10/2020 14:52:17 KIMBERLY CORDERO Departmeut OCA Number RMS Juris
GTAR S SOTO // VERNON AV, VERNON
VPD CR20200586 CA0197300
VPD STEVENSON,KEN *22 14:54:40 14:55:37 15:56:51
041111202C 04:12:3( Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/11/2020
Last Date: 04/11/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200407802
VS 04/11/2020 03:05:10
VREC REC GRANDE VISTA AV // WASHINGTON BL, VERN( Department OCA Number RMS Juris
VPD CR20200587 CA0197300
VPD NEWTON,TODD '32E 03:05:11 03:46:37
USTOW US TOW 03:06:46 03:07:19 03:17:38 03:46:37
20200407823
VREC 04/11/2020 17:02:19 LAPD NEWTON / US TOW
LOCATE 4815 SLAUSON AV, VERNON
* Denotes Primary Unit
041121202C 00:04:5( Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/12/2020
Jurisdiction: VERNON Last Date: 04/12/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200407859
RPT 04/12/2020 10:20:33
166R 4305 S SANTA FE AV, VERNON Department OCA Number RMS Juris
VPD CR20200588 CA0197300
VPD FINOWARCUS '26W 10:22:43 10:26:04 13:43:27
* Denotes Primary Unit IM
041131202C 05:03:2! Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/13/2020
Jurisdiction: VERNON Last Date: 04/13/2020
Call Number Disp Ten Received
Caller
Code Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200407883
RPT 04/13/2020
06:32:54
FJ FOODSERVICE
GTAR
3855 S SOTO, VERNON
Department OCA Number
RMS Juris
VPD CR20200589
CA0197300
VPD
DOCHERTY,MICH '40W 06:35:58
06:36:23
06:47:34
VPD
MANNINO,NICHOI 26W
06:37:05 06:53:46
08:02:41
20200407892
RPT 04/13/2020 09:29:53 INDIEEV
487R 5001 S SOTO, VERNON
VPD MANNINO,NICHOI "26W 09:32:44
20200407894
RPT 04/13/2020 10:00:53 PJY INTIMO
487R 3251 LEONIS BL, VERNON
VPD FINOWARCUS '40E 10:02:58
20200407895
RPT 04/13/2020 10:26:15 COLLECTIVE GROUP
487R 5301 S SANTA FE AV, VERNON
VPD MANNINO,NICHOI '26W
20200407906
RPT 04/13/2020 14:53:08 WEST PICO FOODS
487R 5201 DOWNEY RD, VERNON
VPD FINOWARCUS "40E
20200407911
RPT 04/13/2020 16:59:16 CCM
487R 4615 ALCOA AV, VERNON
VPD FINOWARCUS '40E 17:01:36
Department
OCA Number
RMS Juris
VPD
CR20200590
CA0197300
09:32:45 09:32:46
11:52:28
Department
OCA Number
RMS Juris
VPD
CR20200591
CA0197300
10:03:34 10:28:00
11:57:06
Department
OCA Number
RMS Juris
VPD
CR20200592
CA0197300
11:52:32
12:28:22
Department
OCA Number
RMS Juris
VPD
CR20200593
CA0197300
14:53:10 14:53:08
16:52:51
Department
OCA Number
RMS Juris
VPD
CR20200594
CA0197300
17:01:58 17:09:14
18:29:08
041141202C 01.29:44
Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/14/2020
Jurisdiction: VERNON Last Date: 04/14/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200407943
RPT 2020 11:23:19 MGS
FOUND
Department OCA Number RMS Juris
FOUND 4963 S SOTO, VERNON VPD CR20200595 CA0197300
VPD VASQUEZ,LUIS '40E 11:53:52 11:56:45 12:25:03
20200407958
1015
CITE
RPT
20200407961
RPT
20200407962
RPT
20200407965
RPT
04/14/2020 15:40:45 MODERN PATTERN
602 5610 ALCOA AV, VERNON
VPD VASQUEZ,LUIS *40E 15:44:05 15:44:41 15:46:55
VPD VILLEGAS,RICHA 26W 15:45:17 15:51:27
VPD ENCINAS,ANTHO 41 15:44:06 15:44:42 15:46:56
04/14/2020 16:51:10 NEHEMIAS INTEANO
487R HAMPTON // FRUITLAND AV, VERNON
VPD ENCINAS,ANTHO *41 17:23:28
VPD VASQUEZ,LUIS 40E
04/14/2020 17:10:04 BIDU INC.
487R 2375 E 49TH, VERNON
VPD VASQUEZ,LUIS '40E 17:31:36
VPD ENCINAS,ANTHO 41
04/14/2020 18:08:12 OWENS BROCKWAY GLASS
459VR 2901 FRUITLAND AV, VERNON
VPD VASQUEZ,LUIS '40E 18:23:51
Department OCA Number
VPD CR20200597
17:23:28 17:25:29
17:34:20 17:47:22
Department OCA Number
VPD CR20200596
17:31:36
17:34:16
Department OCA Number
VPD CR20200598
18:23:52
17:31:33
16:44:22
16:29:05
RMS Juris
CA0197300
17:34:11
18:23:48
RMS Juris
CA0197300
17:34:07
17:53:08
RMS Juris
CA0197300
18:55:52
041151202C 00:08:2E
Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/15/2020
Last Date: 04/15/2020
Call Number Disp Ten
Received
Caller
Code
Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove
Comp
20200407990
ASST
04/15/2020
08:12:14
REED ELECTRIC
RPT
911 A
5503 S BOYLE AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200599
CA0197300
VPD
VASQUEZ,LUIS *41
08:32:07 08:18:23
09:10:48
VPD
GENERA,ELISEO 2W45
08:49:23
08:49:27
20200408003
RPT
04/15/2020
17:07:28
ALBERTS ORGANICS
CITY
902T
3268 E VERNON AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200601
CA0197300
VPD
SWINFORD,PHILL *43E
17:09:52 17:11:34
17:58:13
VPD
VASQUEZ,LUIS 41
17:14:08
17:14:11
20200408004
RPT
04/15/2020
17:10:04
T-MOBILE (877) 653-7911
VS
ASSISTFD
S SANTA FE AV // 55TH, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200600
CA0197300
VPD
STEVENSON,KEN "22W
17:13:48 17:16:51
17:48:52
VPD
VASQUEZ,LUIS 41
17:14:13 17:16:45
17:47:48
20200408007
RPT
04/15/2020
18:40:59
FASHION MUSIC
459VR
2808 S SANTA FE AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200602
CA0197300
VPD
CERDA,EUGENIO *43
19:03:57
21:26:10
041161202C 02:44:14 Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/16/2020
Jurisdiction: VERNON Last Date: 04/16/2020
Call Number Disp Ten Received
Caller
Code Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200408017
RPT 04/16/2020
03:04:44
594R
5525 S SOTO, VERNON
Department OCA Number
RMS Juris
VPD CR20200603
CA0197300
VPD
SANTOS,DANIEL 'S2
03:04:44
05:06:44
VPD
VALENZUELA,FEI 40E
03:07:24 04:21:08
05:08:26
VPD
CERDA,PAULJR 41 W
03:07:27 04:21:10
05:08:26
20200408022
RPT 04/16/2020 06:55:54
594R 3211 E 44TH, VERNON
VPD REDONA,BRYAN `26E
20200408038
RPT 04/16/2020 13:22:59 ICON PRODUCTIONS
594R 5981 MALBURG WY, VERNON
VPD REDONA,BRYAN *26E
20200408042
RPT 04/16/2020 14:53:55 CITY OF VERNON
A487R 4305 S SANTA FE AV, VERNON
VPD STEVENSON,KEN "22W
20200408045
RPT 04/16/2020 15:57:34
1015 594R
VPD
VPD
VPD
VPD
STERLING RUBY STUDIO
4900 S SOTO, VERNON
SWINFORD,PHILL *32
STEVENSON,KEN 22W
REDONA,BRYAN 26E
PEREZ,NICK L2
20200408046
RPT 04/16/2020 16:22:44 HOFFY
VI 20002R 2731 S SOTO, VERNON
CITY
Department
OCA Number
RMS Juris
VPD
CR20200604
CA0197300
07:41:58
08:06:36
Departmem
OCA Number
RMS Juris
VPD
CR20200605
CA0197300
13:31:19 13:32:49
14:13:20
Department
OCA Number
RMS Juris
VPD
CR20200606
CA0197300
14:53:55
16:07:20
Department
OCA Number
RMS Juris
VPD
CR20200607
CA0197300
16:01:07 16:02:20
16:30:26
16:07:23 16:11:08
17:02:15
16:06:36 16:10:07
17:02:24
16:24:41 16:14:42
17:02:18
Departmem
OCA Number
RMS .Iuris
VPD
CR20200608
CA0197300
041171202C 00:39:4i
Page 1 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/16/2020
Last Date: 04/16/2020
Call Number Disp
Ten Received
Caller
Code Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200408046
RPT
04/16/2020
16:22:44
HOFFY
VI
20002R
2731 S SOTO, VERNON
Department OCA Number
RMS Juris
VPD CR20200608
CA0197300
CITY
VPD
PEREZ,NICK "L2
16:23:45
16:24:38
VPD
STEVENSON,KEN 22W
16:24:09
16:42:40
VPD
SWINFORD,PHILL 32
16:30:28 16:32:14
17:02:17 17:43:18
041171202C 00:39:4i Page 2 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/17/2020
Jurisdiction: VERNON Last Date: 04/17/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200408063
VS 04/17/2020 03:29:27
VCK 2120E 25TH, VERNON Department OCA Number RMS Juris
RPT VPD CR20200609 CA0197300
CITE
VPD
CERDA,EUGENIO *43
03:29:27
04:25:31
USTOW US TOW 03:33:51
03:34:40 03:42:53
04:25:32
20200408068
RPT
04/17/2020
07:11:09
NATHAN ANTHONY FURNITURE
GTAR
4940 E DISTRICT BL, VERNON
Departmeni
OCA Number
RMS .Iuris
VPD
CR20200610
CA0197300
VPD
REDONA,BRYAN '26E 07:13:03
07:13:40 08:04:05
08:41:37
20200408069
RPT
04/17/2020
08:04:57
RODULFO
GTAR
5200 S SANTA FE AV, VERNON
Departmeni
OCA Number
RMS .Iuris
VPD
CR20200611
CA0197300
VPD
"32W 08:07:12
08:17:42 08:44:13
09:45:24
20200408070
1098
04/17/2020
08:18:37
26 CALIFORNIA BAZAR
RPT
484R
2845 E 26TH, VERNON
Departmeni
OCA Number
RMS Juris
VPD
CR20200615
CA0197300
VPD
*44 08:19:40
08:20:24
16:14:04
09:28:28
20200408071
RPT
04/17/2020
09:22:45
SANTIAGO MARTINEZ
902T
S SANTA FE AV // VERNON AV, VERNON
Departmeni
OCA Number
RMS Juris
VPD
CR20200612
CA0197300
VPD
*44
09:28:32
10:16:42
VPD
CAM,PATRICK 32W
09:46:55
10:21:03
20200408073
RPT
04/17/2020
11:02:14
VR TRUCKING
GTAR
4320 MAYWOOD AV. VERNON
Departmeni
OCA Number
RMS .Iuris
VPD
CR20200613
CA0197300
VPD
*44 11:05:15
11:05:50 11:43:35
11:06:04
11:55:40
VPD
CAM,PATRICK 32W
11:05:59 11:20:02
11:54:06
041181202C 00:07.1A
Page 1 of
2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/17/2020
Jurisdiction: VERNON Last Date: 04/17/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200408087
RPT 04/17/2020 15:19:40 VIKI INTERNATIONAL Department OCA Number RMS Juris
487R 3119 BANDINI BL, VERNON VPD CR20200614 CA0197300
VPD REDONA,BRYAN '26E 15:22:27 15:23:54 15:55:02
20200408091
RPT 04/17/2020 18:15:26 LA AIR LINE
459R 3844 S SANTA FE AV, VERNON
VPD CAM,PATRICK '32W 18:17:44
VPD CERDA,EUGENIO 41 E
20200408094
VREC 04/17/2020 20:01:13
RPT REC SEVILLE AV // 45TH, VERNON
VS
VPD NEWTON,TODD "32W
MR C TOW MR C TO 20:08:59
Department OCA Number RMS Juris
VPD CR20200616 CA0197300
18:27:27 18:27:28 19:05:57
18:50:56 20:13:38
Department OCA Number RMS Juris
VPD CR20200617 CA0197300
20:01:13 20:38:36
20:09:00 20:26:47 20:38:36
041181202C 00:07.1A
Page 2 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/18/2020
Jurisdiction: VERNON Last Date: 04/18/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200408125
VREC 04/18/2020 11:26:21
REC 2630 55TH, VERNON
VPD HERRERA,GUST/ 'S6 11:26:21 13:19:07
VPD REDONA,BRYAN 26W 11:26:23 11:26:24 11:31:02 13:52:32
20200408142
VS 04/18/2020 20:55:15
VCK E 52D // ALAMEDA, VERNON Department OCA Number RMS Juris
VPD CR20200618 CA0197300
VPD OURIQUE,CARLO *41W 20:55:16 21:26:10
* Denotes Primary Unit MMOMI
041191202C 05:03:2! Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/19/2020
Jurisdiction: VERNON Last Date: 04/19/2020
Call Number Disp
Ten Received
Caller
Code Complaint
Address
Unit Time
Dep Officer Unit Dispatch
Enroute OnScene Depart Arrive Remove Comp
20200408153
VREC
VS
04/19/2020
RE
00:23:23
52ND // PACIFICVERNON
,
Department OCA Number RMS Juris
VPD CR20200619 CA0197300
VPD OURIQUE,CARLO *41W
00:23:23 01:00:19
20200408154
VREC
20200408173
RPT
20200408200
VI
CITE
20200408202
VREC
04/19/2020 01:29:22
LOCATE N FIGUEROA ST // AMABEL ST, LOS ANGELES
VPD RECORDS BURE/ 'RECD
04/19/2020 10:58:50 CALIFORNIA STYLE DYNAMICS
GTAR 2345 E 38TH ST, VERNON
VPD ENCINAS,ANTHO '32W 11:27:46
VPD FINOWARCUS 26E
04/19/2020 20:57:01
TRAFFIC STOP 2950 LEONIS BL, VERNON
VPD OURIQUE,CARLO *41
01:36:07
Department OCA Number
VPD CR20200620
11:28:35 11:34:14
Department OCA Number
VPD CR20200621
20:57:01
04/19/2020 21:52:53
LOCATE LANKERSHIM BL // UNIVERSAL HOLLYWOOD C
VPD RECORDS BURE/ 'RECD 22:04:39
02:15:11
RMS Juris
CA0197300
11:28:23
12:32:07
RMS Juris
CA0197300
21:36:29
22:20:56
041201202C 04:54:11
Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/20/2020
Jurisdiction: VERNON Last Date: 04/20/2020
Call Number Disp
Ten Received
Code Complaint
Dep
Caller
Address
Officer Unit
Dispatch
Unit Time
Enroute OnScene Depart
Arrive Remove
Comp
20200408213
VREC
04/20/2020
05:40:19
JACK IN THE BOX
REC
2296 GRIFFIN WAY, CORONA
VPD
RECORDS BURE/ 'RECD
05:43:09
06:05:51
20200408227
RPT
04/20/2020
09:53:44
MIA TRADING AMERICAN USED CLOTHING
459R
2034E 48TH, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200622
CA0197300
VPD
CR20200623
CA0197300
VPD
MANNINO,NICHOI *41 W
09:57:10
10:14:00
11:41:00
20200408231
RPT
04/20/2020
11:00:59
STACY MEDICAL
459VR
4580 PACIFIC BL, VERNON
Departmeni
OCA Number
RMS Juris
VPD
CR20200624
CA0197300
VPD
FINO,MARCUS *26E
11:05:26
11:05:29 11:10:33
13:06:57
20200408234
RPT
04/20/2020
13:22:07
PEREZ SEWING
487R
5111 HAMPTON, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200625
CA0197300
VPD
MANNINO,NICHOI *41 W
13:32:56
14:24:39
20200408236
RPT
04/20/2020
15:20:03
487R
4615 ALCOA AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200626
CA0197300
VPD
FINO,MARCUS '26E
15:20:03
16:44:47
20200408241
RPT
04/20/2020
17:46:32
CLEMENTES EMBROIDERY
GTA
2415 E 37TH, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200627
CA0197300
VPD
VILLEGAS,RICHA *44
17:48:08
17:48:09 17:55:38
18:07:51
VPD
FINO,MARCUS 26E
17:50:53
18:00:13
VPD
MANNINO,NICHOI 41 W
17:55:43
18:10:21
18:59:00
20200408248
041211202C 04:29:0�
Page 1
of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/20/2020
Last Date: 04/20/2020
Call Number Disp Ten
Received
Caller
Code
Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove
Comp
20200408248
RPT
04/20/2020
21:38:14
CLEMENTES EMBROIDERY
FI
925
2415E 37TH, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200628
CA0197300
VPD
CERDA,PAUL,JR '26W 21:40:55
21:41:02 21:47:07
22:54:24
VPD
MADRIGAL,ALFOI 20
21:40:58 21:47:02
22:54:24
VPD
VALENZUELA,FEI 43E
21:47:10 21:50:53
22:18:12
VPD
ESTRADA,IGNACI S3
21:47:04
22:28:52
20200408249
RPT
04/20/2020
21:49:35
SPRINT 800-877-7330 OPT 1
VREC
GTAR
4600 BANDINI BL, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200629
CA0197300
VPD
VALENZUELA,FEI `43E
22:20:59
02:56:50
VPD
MADRIGALALFOI 20
23:33:04 23:37:51
01:32:30
VPD
CERDA,PAUL,JR 26W
23:33:06 23:41:34
00:39:39
VPD
ESTRADA,IGNACI S3
22:28:55 22:30:32
01:32:35
041211202C 04:29:0� Page 2 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/21/2020
Jurisdiction: VERNON Last Date: 04/21/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200408254
1015
04/21/2020
01:56:12
10-96C
4305 S SANTA FE AV, VERNON
VPD
ESTRADA,IGNACI 'S3
01:56:12
20200408282
RPT
04/21/2020
11:37:34
MILLENIUM PRODUCTS
PLATE
4646 HAMPTON, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200630
CA0197300
VPD
ENCINAS,ANTHO *44
11:40:32
11:41:01
VPD
VASQUEZ,LUIS 41 W
11:40:59 11:48:16
20200408288
RPT
04/21/2020
12:56:03
PREC
REC PLATE
PACIFIC BL // SANTA FE AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200631
CA0197300
VPD
ENCINAS,ANTHO *44
12:58:15
VPD
VASQUEZ,LUIS 41 W
12:58:19
VPD
ONOPA,DANIEL S7
13:00:43
13:04:29
20200408290
RPT
04/21/2020
14:04:36
653M
4305 S SANTA FE AV, VERNON
Departmeni
OCA Number
RMS Juris
VPD
CR20200633
CA0197300
VPD
ENCINAS,ANTHO *44
14:04:36 16:27:48
14:33:59
20200408292
RPT
04/21/2020
14:22:12
ELIZABETH LOPEZ
1015
925
3361 FRUITLAND AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200632
CA0197300
CITE
VPD
MANNINO,NICHOI *32E
14:23:38 14:28:06
VPD
VASQUEZ,LUIS 41 W
14:24:02 14:26:47
15:13:04
VPD
ENCINAS,ANTHO 44
14:34:05
14:58:12
VPD
ONOPA,DANIEL S7
14:35:30
15:13:06
20200408294
02:10:54
12:06:32
13:35:18
13:35:18
18:12:24
16:09:57
041221202C 03:44:4E Page 1 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/21/2020
Last Date: 04/21/2020
Call Number Disp
Ten Received
Code Complaint
Dep
Caller
Address
Officer Unit Dispatch
Unit Time
Enroute OnScene Depart
Arrive Remove Comp
20200408294
RPT
04/21/2020
15:08:12
BAILEY 44
459R
4700 S BOYLE AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200634
CA0197300
VPD
ENCINAS,ANTHO *44
15:14:53
16:07:48
20200408308
RPT
04/21/2020
22:00:10
OR
902T
E SLAUSON AV // BOYLE AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200635
CA0197300
VPD
CERDA,PAUL,JR *26
22:00:10
22:45:43
VPD
ZOZAYA,OSCAR 43E
22:00:21 22:09:36
23:29:11
041221202C 03:44:4E Page 2 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/22/2020
Jurisdiction: VERNON Last Date: 04/22/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200408325
RPT 04/22/2020 10:37:25 ABC TRADING Department OCA Number RMS Juris
487R 2100E 25TH, VERNON VPD CR20200636 CA0197300
VPD SWINFORD,PHILL '43W 10:44:34 10:48:49 11:30:19
20200408330
RPT 04/22/2020 13:11:32 COMMERCE LOGISTICS
459R 6270 S BOYLE AVE, VERNON
VPD VASQUEZ,LUIS *41 E
20200408332
RPT 04/22/2020 13:34:54 EDIBERTO
211 R E 49TH // CORONA AV, VERNON
VPD ENCINAS,ANTHO *44
VPD SWINFORD,PHILL 43W
20200408337
RPT 04/22/2020 15:04:15 WILLIAMS WAREHOUSE
GTAR 1925 E VERNON AV, VERNON
VPD SWINFORD,PHILL '43W
20200408338
RPT 04/22/2020 15:43:28 CONSOLIDATED DISPOSAL
459R 4133 BANDINI BL, VERNON
VPD ENCINAS,ANTHO *44
20200408346
RPT 04/22/2020 18:49:47
211
VPD
VPD
VPD
VPD
VPD
T-MOBILE (877) 653-7911
S ATLANTIC BL H DISTRICT BL, VERNON
VASQUEZ,LUIS *41 E 18:52:01
40
DOCHERTYNICH 43W
ENCINAS,ANTHO 44 18:52:03
SANTOS,DANIEL S2
Department
OCA Number
RMS Juris
VPD
CR20200637
CA0197300
13:26:13 13:28:59
14:15:05
Department
OCA Number
RMS Juris
VPD
CR20200638
CA0197300
13:36:34 13:39:14
14:29:38
13:51:02 13:58:59
14:09:56
Department
OCA Number
RMS Juris
VPD
CR20200639
CA0197300
15:16:37 15:20:49
16:00:00
Department
OCA Number
RMS Juris
VPD
CR20200640
CA0197300
15:47:30 15:51:56
16:37:03
Department OCA Number RMS Juris
VPD CR20200641 CA0197300
18:52:15 18:59:04 19:41:52
18:54:18 18:59:10 20:21:36
19:12:02 20:21:36
18:52:38 18:52:17 19:01:31
18:58:13 19:01:53 20:21:37
041231202C 05:06:1. Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/23/2020
Last Date: 04/23/2020
Call Number Disp Ten
Received
Caller
Code
Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove
Comp
20200408367
RPT
04/23/2020
07:06:24
VERIZON WIRELESS 1-800-451-5242
902T
5071 EVERETT AV, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200642
CA0197300
VPD
'26E
07:09:16 07:16:58
08:08:33
20200408383
RPT
04/23/2020
12:04:45
SOVERIEGN CODE
314
3232 E WASHINGTON BL, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200643
CA0197300
VPD
CAKPATRICK '26E
12:08:11 12:13:34
15:02:48
VPD
SWINFORD,PHILL 32
12:12:32 12:18:12
12:56:12
20200408384
RPT
04/23/2020
12:40:14
VREC
GTAR
2833 LEONIS BL, VERNON S/A 115
Department
OCA Number
RMS Juris
VPD
CR20200644
CA0197300
VPD
STEVENSON,KEN *31W
12:43:33 12:55:13
13:40:54
20200408409
RPT
04/23/2020
22:57:44
VI
UNATTACHEDTR
4575 E DISTRICT BL, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200645
CA0197300
VPD
CERDA,EUGENIO *40
22:57:44
00:19:05
USTOW US TOW 23:01:00
23:01:01 23:38:18
00:19:05
041241202C 00:19:51 Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/24/2020
Last Date: 04/24/2020
Call Number Disp Ten
Received
Caller
Code
Complaint
Address
Unit Time
Dep Officer Unit Dispatch
Enroute OnScene Depart Arrive Remove Comp
20200408414
VS
04/24/2020
01:21:55
RPT
VCK
E DISTRICT BL // GIFFORD AV, VERNON
Departmeut OCA Number RMS Juris
VPD CR20200646 CA0197300
VPD CERDA,EUGENIO *40
01:21:55 01:55:15
MR C TOW MR C TO 01:23:23
01:23:24 01:36:09 01:55:16
20200408431
RPT 04/24/2020 06:58:11 EB BRADLEY
484R 5602 BICKETT, VERNON Department OCA Number RMS Juris
VPD CR20200647 CA0197300
VPD CAM,PATRICK *38E 07:01:11 07:01:15 08:12:01 09:18:29
20200408433
RPT 2020 08:17:30 EDGAR
GTARDepartment OCA Number RMS Juris
GTAR 4420 SEVILLE, VERNON VPD CR20200648 CA0197300
VPD REDONA,BRYAN '26W 08:19:29 08:19:54 08:24:10 09:30:43
20200408435
RPT 04/24/2020 09:42:40 ALEXANDER Departmeut OCA Number RMS Juris
902T S DISTRICT BL // ATLANTIC BL, VERNON VPD CR20200649 CA0197300
VPD CAM,PATRICK '38E 09:44:02 09:44:07 09:58:42 11:04:32
VPD STEVENSON,KEN 31 10:03:34 10:38:55
20200408444
RPT 04/24/2020 15:09:08 FARMER JOHN Department OCA Number RMS Juris
GTAR 3049 E VERNON AV, VERNON VPD CR20200650 CA0197300
VPD CAM,PATRICK '38E 15:11:38 15:12:39 15:12:45
VPD STEVENSON,KEN 31 15:12:43 15:51:00
20200408449
RPT 04/24/2020 17:48:33
T-MOBILE (877) 653-7911
901 T
S SOTO // FRUITLAND AV, VERNON
Departmeut OCA Number
RMS Juris
VPD CR20200651
CA0197300
VPD
CAM,PATRICK *38E 17:48:56
17:49:11 17:51:16
18:20:54
VPD
REDONA,BRYAN 26W
17:53:03
18:20:54
VPD
STEVENSON,KEN 31
17:49:16 17:53:01
18:04:27
041251202C 00:10:2E
Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/25/2020
Last Date: 04/25/2020
Call Number Disp Ten Received
Caller
Code Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200408471
RPT 04/25/2020
01:55:39
CRYSTAL ART GALLERY
VREC GTAR
4950 S SANTA FE AV, VERNON
Department OCA Number
RMS Juris
VPD CR20200652
CA0197300
VPD
NEWTON,TODD '32W 01:59:22
01:59:23 02:01:49
04:41:37
VPD
CERDA,EUGENIO 41 E
03:37:12 02:13:31
04:19:27
VPD
LANDA,RAFAEL 43
02:05:06 02:08:43
04:19:28
VPD
MARTINEZ,GABR S5
04:46:58
04:47:00
20200408482
RPT 04/25/2020 06:12:47 ROSE AND SHORE
GTAR 5151 ALCOA AV, VERNON
VPD CERDA,EUGENIO *41 E 06:15:10
20200408503
RPT 04/25/2020 12:50:57 URIEL MILIAN
20001 R ALAMEDA // MLK, LOS ANGELES
VPD LUCAS,JASON "40W 13:00:16
20200408512
1015 04/25/2020 18:16:43
RPT 242
5500 S SANTA FE AV, VERNON
VPD
LUCAS,JASON
'40W 18:17:30
VPD
REDONA,BRYAN
26 18:17:31
VPD
MANNINO,NICHOI
32E
VPD
FINOWARCUS
38E
VPD
OURIQUE,CARLO
41W
VPD
NEWTON,TODD
43
20200408518
RPT 04/25/2020 19:52:35 NANI SOCCER
PEDCK 5500 S SANTA FE AV, VERNON
VPD OURIQUE,CARLO *41W
VPD MADRIGALALFOI 32E
VPD NEWTON,TODD 43
Departmem
OCA Number
RMS .Iuris
VPD
CR20200653
CA0197300
06:15:35
07:02:51
Departmem
OCA Number
RMS Juris
VPD
CR20200654
CA0197300
13:00:18 13:15:54
13:46:50
Departmem
OCA Number
RMS Juris
VPD
CR20200655
CA0197300
18:19:35 18:23:05
19:32:38
18:19:37 18:23:02
19:10:23
18:50:11 18:54:43
19:52:32
18:23:08 18:23:03
19:00:42
19:40:59
19:52:33
19:41:08 19:43:07
19:52:33
Department
OCA Number
RMS Juris
VPD
CR20200656
CA0197300
19:52:35
20:49:13
20:07:00
20:19:09
20:07:02
20:19:10
041261202C 04:50:0:
Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/26/2020
Last Date: 04/26/2020
Call Number Disp Ten Received
Caller
Code Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200408553
RPT 04/26/2020
06:47:43
SOLOMON
901TR
DOWNEY RD // VERNON AV, VERNON
Department OCA Number
RMS Juris
VPD CR20200657
CA0197300
VPD
'26E 06:49:41
06:49:54 07:00:51
08:17:35
VPD
MANNINO,NICHOI 31 W
07:03:11 07:18:30
07:54:13
20200408571
VS 04/26/2020 22:44:43
VCK E 45TH // SEVILLE AV, VERNON
VPD OURIQUE,CARLO *41
Department OCA Number RMS Juris
VPD CR20200658 CA0197300
22:44:44
23:16:06
041271202C 05:03:2( Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/27/2020
Jurisdiction: VERNON Last Date: 04/27/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200408576
VREC 04/27/2020 00:22:24 VALLEY INN
LOCATE 13010 VALLEY BL, LA PUENTE
VPD RECORDS BURE/ 'RECD 00:23:47 00:40:40
20200408594
VREC 04/27/2020 06:43:48 CHP SFE SPRINGS
LOCATE TELEGRAPH // 605 FRWY, VERNON
VPD RECORDS BURE/ 'RECD 06:47:45 07:00:12
20200408600
RPT 04/27/2020 07:42:38
T-MOBILE (877) 653-7911
901T
3737 S SOTO, VERNON
Departmeni OCA Number
RMS.Iuris
OR
VPD CR20200659
CA0197300
VPD
VASQUEZ,LUIS *41 W
07:43:52 07:45:47
08:11:28
VPD
VILLEGAS,RICHA 40E
07:44:24 07:48:07
08:15:20
VPD
ENCINAS,ANTHO 43
08:01:48
08:11:22
20200408606
RPT 04/27/2020 11:14:02 NATURAL STAR Department OCA Number RMS Juris
487R 2226E 52D, VERNON VPD CR20200660 CA0197300
VPD VASQUEZ,LUIS *41 W 11:17:11 11:56:45
20200408619
RPT 04/27/2020
14:44:04
T-MOBILE (877) 653-7911
GTAR
3317E 50TH, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200661
CA0197300
VPD
VASQUEZ,LUIS *41 W
14:47:15 14:51:38
15:55:18
20200408626
RPT 04/27/2020
16:40:31
COMMERCE LOGISTICS
459R
6270 S BOYLE AVE, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200662
CA0197300
VPD
ENCINAS,ANTHO *43
16:44:27 16:52:31
17:41:59
VPD
FINOWARCUS 32
17:00:40
18:21:42
VPD
MADRIGAL,ALFOI 32E
16:47:32 16:55:34
17:00:42
VPD
VASQUEZ,LUIS 41 W
16:44:47 16:50:04
17:45:58
041281202C 01:54:54
Page 1 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/27/2020
Last Date: 04/27/2020
Call Number Disp Ten Received
Caller
Code Complaint
Address
Unit Time
Dep
Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200408626
RPT 04/27/2020
16:40:31
COMMERCE LOGISTICS
459R
6270 S BOYLE AVE, VERNON
Department OCA Number
RMS Juris
VPD CR20200662
CA0197300
VPD
REYNA,JOSE S 51D23
17:11:40 17:23:06
18:15:44
VPD
ONOPA,DANIEL S7
17:01:49 17:11:33
17:42:04
20200408627
RPT 04/27/2020 17:38:53 VIVA USA
459R 2250 E 52D, VERNON
VPD ENCINAS,ANTHO *43
VPD VASQUEZ,LUIS 41 W
* Denotes Primary Unit qMq
Department OCA Number RMS Juris
VPD CR20200663 CA0197300
17:44:30 17:45:59
17:45:58 17:59:56 18:52:10
041281202C 01:54:54 Page 2 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/28/2020
Last Date: 04/28/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200408640
RPT 04/28/2020 02:11:16 CAMINO REAL
GTAR 2727 E VERNON AV, VERNON
VPD CERDA,PAUL,JR '26W 02:17:32
20200408642
RPT 04/28/2020 05:22:44 SHALOM AND SONS
484R 3090 E 50TH, VERNON
VPD VALENZUELA,FEI '40E 05:24:27
20200408649
RPT 04/28/2020 09:03:35 DC WHOLESALE
GTAR 3111 BANDINI BL, VERNON
VPD VASQUEZ.LUIS *41 E 09:04:53
VPD SWINFORD.PHILL 43
20200408654
ASST 04/28/2020 11:11:31 STAR CUTTING
RPT 459VR 5008 S BOYLE AV, VERNON
VPD VASQUEZ,LUIS *41 E
VPD SWINFORD.PHILL 43
20200408659
RPT 04/28/2020 12:40:09
415
VPD
VPD
VPD
VPD
VPD
VPD
20200408666
T-MOBILE (877) 653-7911
S SANTA FE AV // VERNON AV, VERNON
ENCINAS,ANTHO '44W
SWINFORDRHILL 43
CROSS,JEREMY 5D30
ESCOBEDO,ALE� 5D33
MIRANDA,ANTHO C1
GRAY.BRANDON L1
Department
OCA Number
RMS Juris
VPD
CR20200664
CA0197300
02:17:37 02:22:06
Department
OCA Number
RMS Juris
VPD
CR20200665
CA0197300
05:24:37 05:27:51
Department OCA Number RMS Juris
VPD CR20200666 CA0197300
09:05:09
09:11:45 09:11:49
Department OCA Number RMS Juris
VPD CR20200668 CA0197300
12:48:24 12:50:15
13:03:40
Department OCA Number RMS Juris
VPD CR20200667 CA0197300
12:41:51
12:47:35 13:03:38
12:42:14 12:46:34
12:42:14 13:03:45
12:46:40 12:46:44
12:46:43 12:46:46
03:28:50
06:08:25
09:49:44
09:49:44
14:48:54
14:38:18
041291202C 01:16:3� Page 1 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/28/2020
Last Date: 04/28/2020
Call Number Disp Ten
Received
Caller
Code
Complaint
Address
Unit Time
Dep Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200408666
RPT
04/28/2020
15:16:23 SHOSHO FASHION
PATM
459R
3155 LEONIS BL, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200669
CA0197300
VPD SWINFORD,PHILL *43 15:18:35
15:19:05 15:24:34
16:06:27
20200408670
RPT
04/28/2020
16:41:45 DASH 4
484R
2750 S ALAMEDA, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200670
CA0197300
VPD ENCINAS,ANTHO '44W 16:42:54
16:44:05 17:11:22
17:28:15
041291202C 01:16:X Page 2 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/29/2020
Last Date: 04/29/2020
Call Number Disp Ten Received Caller
Code Complaint Address Unit Time
Dep Officer Unit Dispatch Enroute OnScene Depart Arrive Remove Comp
20200408696
VREC 04/29/2020 00:33:16 HADDICKS TOW
LOCATE 1842 VOLANOS, ROLAND HGTS
VPD RECORDS BURE/ 'RECD
20200408700
RPT 04/29/2020 05:52:56 JESSIE
VS 917A ATLANTIC BL//DISTRICT, VERNON
VPD ZOZAYA,OSCAR '38E 05:54:49
20200408702
RPT 04/29/2020 06:31:17 RK SOUTHERN
484R 2619 S SANTA FE AV, VERNON
VPD DOCHERTY,MICH '32W 06:34:42
20200408742
1015 04/29/2020 22:02:21
RPT PEDCK E 26TH // SOTO, VERNON
VPD CERDA,EUGENIO *40
VPD ESTRADA,IGNACI S3
00:37:15
00:52:13
Department
OCA Number
RMS Juris
VPD
CR20200671
CA0197300
05:54:50 06:13:16
06:22:55
Department
OCA Number
RMS Juris
VPD
CR20200672
CA0197300
06:35:10 06:39:16
07:12:01
Department
OCA Number
RMS Juris
VPD
CR20200673
CA0197300
22:02:21
22:48:25
22:09:44
22:37:18
041301202C 03:30:44
Page 1 of 1
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
First Date: 04/30/2020
Jurisdiction: VERNON Last Date: 04/30/2020
Call Number Disp
Ten Received
Caller
Code Complaint
Address
Unit Time
Dep Officer Unit Dispatch
Enroute OnScene Depart Arrive Remove Comp
20200408752
VS
RPT
04/30/2020
VCK
02:57:22
E 46TH // SAINT CHARLES, VERNON
Department OCA Number RMS Juris
VPD CR20200674 CA0197300
VPD CERDA,EUGENIO *40
02:57:22 03:39:30
USTOW US TOW 03:00:12
03:00:15 03:39:30
20200408773
RPT 04/30/2020 10:08:41 FARMER JOHN
GTAR 3883 S SOTO, VERNON Departmem OCA Number RMS Juris
VPD CR20200675 CA0197300
VPD SWINFORD,PHILL *43 10:15:26 10:17:04 10:50:41
VPD CAM,PATRICK 26W 10:17:21 10:50:40
20200408774
RPT 04/30/2020 10:37:28 GLOBAL TRUSS
487R 4295 CHARTER AV, VERNON Departmem OCA Number RMS Juris
VPD CR20200676 CA0197300
VPD STEVENSON,KEN *41 E 10:39:28 10:44:30 11:12:40
20200408788
VREC 04/30/2020 18:11:53 TITAN TOW
LOCATE 7440 4TH PL, DOWNEY
20200408797
RPT 04/30/2020
20:42:09
EXPERT BRANDS
459
3101 E 26TH, VERNON
Department
OCA Number
RMS Juris
VPD
CR20200678
CA0197300
VPD
DOCHERTY,MICH
*43 20:44:18
20:45:06 20:49:30
21:32:14
VPD
CERDA,EUGENIO
40E
20:49:09 20:50:44
00:16:22
VPD
OURIQUE,CARLO
41 W 20:44:20
20:45:09 20:49:28
23:37:32
VPD
ONOPA,DANIEL
S7
21:40:09 21:04:11
23:50:49
20200408798
RPT 04/30/2020
21:29:59
AMPM
A211
3031 E VERNON AV, VERNON
Departmeni
OCA Number
RMS Juris
VPD
CR20200677
CA0197300
VPD
DOCHERTY,MICH
*43
21:32:15 21:36:22
22:53:58 23:50:03
051011202C 00:23:2A
Page 1 of 2
VERNON POLICE DEPARTMENT
Call Log Report Type All Unit Times and Location with OCA's
Jurisdiction: VERNON
First Date: 04/30/2020
Last Date: 04/30/2020
Call Number Disp Ten Received
Caller
Code Complaint
Address
Unit Time
Dep Officer Unit Dispatch
Enroute OnScene Depart
Arrive Remove Comp
20200408798
RPT 04/30/2020
21:29:59 AMPM
A211
3031 E VERNON AV, VERNON
Department OCA Number
RMS Juris
VPD CR20200677
CA0197300
VPD ONOPA,DANIEL S7
21:35:04 21:38:30
21:40:00
20200408799
RPT 04/30/2020 22:17:39 HAMPTON & CLARK
487 3259 E 46TH, VERNON
VPD DOCHERTYNICH *43
20200408800
RPT 04/30/2020 22:24:38 FARMER JOHN
GTAR 3049 E VERNON AV, VERNON
VPD OURIQUE,CARLO *41W
Department OCA Number RMS Juris
VPD CR20200680 CA0197300
23:39:38 22:34:29 23:40:46
Department OCA Number RMS Juris
VPD CR20200679 CA0197300
23:37:32 00:12:11
051011202C 00:23:2A
Page 2 of 2
City Council Agenda Item Report
Agenda Item No. COV-195-2020
Submitted by: Joaquin Leon
Submitting Department: Finance/Treasury
Meeting Date: June 16, 2020
SUBJECT
Annual Statement of Investment Policy for Fiscal Year 2020-2021
Recommendation:
Adopt Resolution No. 2020-21 approving the Annual Statement of Investment Policy for Fiscal Year
2020-2021 and delegating investment authority to the Director of Finance/City Treasurer.
Background:
The Annual Statement of Investment Policy sets forth the course of action necessary to guide the
decision -making of the City Council, City Treasurer, and those authorized to make investment decisions
in the administration of the City's investment portfolio. The existing policy is in compliance with the
California Government Code and is a restatement of relevant sections applying to investment activities.
The policy is designed to ensure that the administration of surplus funds is performed in accordance with
the "prudent investor standard" pursuant to California Government Code Section 53600.3. As such,
capital preservation is of paramount importance and thus no speculative activities are entered into.
The City made no changes to the Annual Investment Policy previously submitted and approved by City
Council on July 2, 2019. The City's Annual Investment Policy conforms with California Law and is to be
adhered to and attested by the Independent Certified Public Accounting firm that performs the certified
annual audit of the financial statements.
Fiscal Impact:
There is no fiscal impact associated with this report.
Attachments:
1. Resolution No. 2020-21 Investment Policy
RESOLUTION NO. 2020-21
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON
ADOPTING AN ANNUAL STATEMENT OF INVESTMENT POLICY FOR
FISCAL YEAR 2020-2021 AND DELEGATING INVESTMENT
AUTHORITY TO THE DIRECTOR OF FINANCE/CITY TREASURER
SECTION 1. Recitals.
A. Pursuant to California Government Code Section 53646(a)(2), the City Treasurer
may annually render to the City Council an Annual Statement of Investment Policy which
the City Council shall consider at a public meeting.
B. Pursuant to Resolution No. 2019-20, the City Council approved the Annual
Statement of Investment Policy for Fiscal Year 2019-2020, which delegated investment
authority to the City Treasurer, and granted the City Treasurer express authority, as
limited by Section 5.1 of the Policy, to make investments of City funds in securities with a
term, or term remaining to maturity at the time of investment, in excess of five years, as
part of an investment program.
C. The City has continued to follow the Annual Statement of Investment Policy
approved by Resolution No. 2019-20, and staff has proposed no substantive changes to
the Annual Statement of Investment Policy for Fiscal Year 2020-2021.
D. The City Council desires to reaffirm the investment policy currently in use, and
approve the Annual Statement of Investment Policy for Fiscal Year 2020-2021.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
VERNON AS FOLLOWS:
SECTION 2. The City Council of the City of Vernon hereby finds and determines
that the above recitals are true and correct.
SECTION 3. The City Council hereby adopts the Annual Statement of
Investment Policy (Investment Policy), for fiscal year 2020-2021, a copy of which is
attached hereto as Exhibit A.
SECTION 4. The City Council hereby delegates to the Director of Finance/City
Treasurer, or to his authorized designee, the authority to implement the Investment Policy
and select the instruments for the City's investment portfolio in accordance with the
Investment Policy.
SECTION 5. The City Council hereby grants, as part of the City's investment
program, to the Director of Finance/City Treasurer, and to his authorized designee,
express authority, as limited by Section 5.1 of the Policy, to invest in securities with a
Resolution No. 2020-21
Page 2 of 19
term, or term remaining to maturity, at the time of investment, in excess of five years, and,
consistent with Government Code 53601, this authority shall become effective no less
than three months from the effective date of this Resolution.
SECTION 6. If any section or part of this Resolution is found to be unenforceable
by operation of law, the remaining sections or parts of this Resolution shall be in full force
and effect.
SECTION 7. This Resolution shall become effective immediately.
SECTION 8. The City Clerk shall certify the passage and adoption of this
resolution and enter it into the book of original resolutions.
APPROVED AND ADOPTED this 16th day of June, 2020.
LETICIA LOPEZ, Mayor
ATTEST:
LISA POPE, City Clerk
(seal)
APPROVED AS TO FORM:
ARNOLD M. ALVAREZ-GLASMAN,
Interim City Attorney
Resolution No. 2020-21
Page 3 of 19
CITY OF VERNON
ANNUAL
STATEMENT OF
INVESTMENT POLICY
Scott A. Williams
Director of Finance/City Treasurer
June 16, 2020
Resolution No. 2020-21
Page 4 of 19
Table of Contents
0.0 PREFACE............................................................................................................................ - 3 -
2.0 PURPOSE............................................................................................................................- 3 -
3.0 OBJECTIVE........................................................................................................................ - 4 -
4.0 DELEGATION OF AUTHORITY...................................................................................... - 5 -
5.0 INVESTMENT PROGRAM............................................................................................... - 6 -
6.0 INSTRUMENTS AUTHORIZED FOR INVESTMENT ................................................... - 6 -
7.0 DESIGNATED ENTITIES FROM WHOM THE CITY MAY PURCHASE
AUTHORIZED INVESTMENTS................................................................................ - 12 -
8.0 PROHIBITED INVESTMENTS.................................................................................. - 13 -
9.0 ALLOWABLE HEDGABLE TRANSACTIONS........................................................- 13 -
10.0 STATEMENTS OF INVESTMENT ACTIVITIES........................................................ - 15 -
11.0 CONFLICT OF INTEREST............................................................................................ - 16 -
12.0 PUBLIC INQUIRY......................................................................................................... - 16 -
13.0 ANALYSIS OF PROSPECTIVE INVESTMENTS........................................................ 16 -
14.0 SAFEKEEPING............................................................................................................... - 17 -
15.0 BROKER/DEALER AND DEPOSITORY INSTITUTION RELATIONSHIPS ........... - 17 -
Resolution No. 2020-21
Page 5 of 19
0.0 PREFACE
This Annual Statement of Investment Policy (the "Investment Policy") sets forth the course of
action necessary to guide the decision -making of the City Council, and to the extent authorized
under Section 4.0 hereof, City Treasurer and all persons authorized to make investment decisions
on behalf of the City of Vernon (the "City") in the administration of the City's investment portfolio.
While some portions of this Investment Policy are a restatement of the laws of the State of
California (the "State"), it is viewed that these restatements are integral to the purpose and flow of
this Investment Policy. In most instances the use of future tense throughout this Investment Policy
is intended to mean a continued practice or a practice which shall be continued.
The following statements are intended to ensure the achievement of the purpose, the goals and
objectives in an orderly and accurate manner. However, there is no guarantee that problems, errors
or losses will not arise in the course of administering the investment of idle or surplus funds.
Among the obstacles and deterrents in achieving the goals and objectives of the portfolio are:
unforeseen national or international events or crises, deviation of actual cash flow from forecasted
cash flow, unforeseen demands on cash flow, policies made with regard to investment in local
depositories, errors in data or advice used to make decisions, as well as any other unanticipated
event that may have an effect on local, national or international financial markets, economies or
politics which in turn has a decided effect upon the portfolio.
This Investment Policy is designed to achieve, keeping in mind the obstacles and deterrents in
pursuing portfolio goals and objective, the safety of the principal of all City funds, consistent with
limited risk and prudent investment practices.
1.0 SCOPE
This Investment Policy governs the deposit, safekeeping and investment of the funds of the
Treasury, as well as all related transactions and investment activities. The investment of bond
proceeds and amounts held under indentures and other security agreements with respect to bonds
as provided in Section 6.12 will be governed by the provisions of the relevant bond documents.
2.0 PURPOSE
The purpose of the Investment Policy is to facilitate accomplishment of the goals and objectives
of the Treasurer with regard to the investment of surplus funds (funds not required for the
immediate needs of the City), to provide a framework within which to carry out the business of
administering and investing the surplus funds of the Treasury, and to improve communications at
all levels between those involved and those interested in the process of investing and administering
the surplus funds of the Treasury.
Resolution No. 2020-21
Page 6 of 19
3.0 OBJECTIVE
3.1 Legal Compliance
All investments shall be made in accordance with this Investment Policy, California Government
Code Section 53600 et seq., and any forthcoming amendments or additions to the California
Government Code in relation to the investment of local agency surplus funds.
3.2 Prudence
The administration of surplus funds of the City Treasurer, as a fiduciary trustee, shall be performed
in accordance with the prudent investor standard pursuant to California Government Code Section
53600.3.
The City Treasurer and the City Council of the City, including the Finance Committee, and all
persons authorized to make investment decisions on behalf of the City are "trustees" and therefore
fiduciaries subject to the prudent investor standard. When investing, reinvesting, purchasing,
acquiring, exchanging, selling, or managing public funds, a trustee of the City shall act with care,
skill, prudence, and diligence under the circumstances then prevailing, including, but not limited
to, the general economic conditions and the anticipated needs of the City, that a prudent person
acting in a like capacity and familiarity with those matters would use in the conduct of funds of a
like character and with like aims, to safeguard the principal and satisfy the liquidity needs of the
City. Within the limitations of this Investment Policy and Section 53600.3 of the California
Government Code and considering individual investments as part to an overall strategy, the City
Treasurer and all persons authorized to make investment decisions on behalf of the City are
authorized to acquire investments as authorized by law.
As prudence shall be applied in the context of portfolio management, investment officers and their
advisors, acting in accordance with written procedures and exercising due diligence, shall report
deviations from expectation in an individual security's performance to the Treasurer in a timely
fashion evaluate and appropriate action to be taken to control adverse developments.
3.3 Investment Criteria Goals
The Treasurer's primary goals for the investment of surplus funds (in the City's Treasury or monies
in a sinking fund) are, in order of priority pursuant to California Government Code Section
53600.5:
3.3.1 Safety -- Safety of capital shall mean the safeguarding of capital through the
selection of investments and investing procedures to best protect against loss,
whether arising from various investment risks (such as interest rate risk, market
risk, counterparty risk, etc.) or from default, fraud, or error.
3.3.2 LiquiditX -- The City's portfolio shall be invested so as to always have the ability
to convert sufficient securities in the portfolio to cash, with little or no loss in value,
to cover cash flow needs of the City to meet contingency needs.
Resolution No. 2020-21
Page 7 of 19
3.3.3 Yield -- Yield refers to earning a reasonable rate of return and shall take into
consideration current market conditions, the present phase of the market cycle, both
present and future cash flow needs, and the other primary goals of Safety and
Liquidity.
3.4 Performance Measurement
The investment portfolio will be managed in accordance with the parameters specified within this
Investment Policy. The methods of measuring investment performance and performance
benchmarks shall be articulated in the internal policies of the City Treasurer's Department.
3.5 Maintenance of Public Trust
As the Treasurer has been entrusted with the safekeeping of public monies received from all
sources, the Treasurer, in managing the investment portfolio, shall exercise a high degree of
professionalism to ensure and sustain public confidence, remembering that both the investment
instruments and the methods of transacting investment business are subject to public review and
scrutiny.
4.0 DELEGATION OF AUTHORITY
The management responsibility for the City's investment program is hereby delegated to the City
Treasurer in accordance with California Government Code Section 53607. Pursuant to California
Government Code Sections 53601, the City Treasurer shall be responsible for the investment of
the City's funds (including the purchase, sale, or exchange of securities), the monitoring and
reviewing of all investments for consistency under this Investment Policy, and the establishment
of a system of controls to regulate the activities of subordinate officials.
The Treasurer shall have the responsibility to execute investment transactions on a day to day
basis. When circumstances warrant, the responsibility to execute investment transactions may be
delegated to the Deputy City Treasurer or to the City Treasurer's authorized designee. However,
each and every transaction must be approved by the City Treasurer.
Any persons authorized to make investment decisions on behalf of the City, shall be subject to
daily oversight and monitoring by the City Treasurer or the Treasurer's Office in order to insure
full and complete compliance with this Investment Policy and the Government Code of the State
of California, relating to the deposit and investment of funds and local agency finances.
NO PERSON MAY ENGAGE IN AN INVESTMENT TRANSACTION EXCEPT AS
PROVIDED UNDER THE LIMITS OF THIS POLICY.
Resolution No. 2020-21
Page 8 of 19
5.0 INVESTMENT PROGRAM
5.1 Investment in Long Term Securities
The City Treasurer and the authorized designees of the City Treasurer shall actively manage the
City's portfolio of investments in order to take advantage of changing economic conditions and to
insure that the liquidity needs of the City are satisfied. As part of the City's investment program,
the City Treasurer has the express authority to make investments in securities that have a term, or
a term remaining to maturity, at the time of investment, in excess of five years, as long as such
investments, taken in the aggregate in relation to the City's entire investment portfolio, do not
adversely impact the ability to satisfy the liquidity needs of the City and its funds and enterprises.
Notwithstanding anything contained in this Investment Policy to the contrary, it is the policy of
the City to limit the investment of money in the Electric Fund, including operating, reserve and
surplus funds, in an amount up to one hundred million dollars ($100,000,000), to investments
otherwise permitted for such Fund under this Investment Policy which mature no later than five
years from the time of such investment.
5.2 Active Portfolio Management
The City Treasurer has the express authority to sell, as he deems prudent, any securities in the
City's portfolio of investments prior to the maturity date of the particular security. The City
Treasurer has the express authority to invest in, as he deems prudent, any security authorized by
this Investment Policy with the objective of selling that same security prior to its maturity date.
The City Treasurer's authority to buy and sell securities for investment on behalf of the City
includes the authorization to buy and sell the same security on the same trading day.
6.0 INSTRUMENTS AUTHORIZED FOR INVESTMENT
The City, having money in a sinking fund of, or surplus money in, its treasury not required for the
immediate needs of the City may invest any portion of the money that it deems wise or expedient
in those investments set forth below. If the City purchases or obtains any securities prescribed in
this Section 6.0, in a negotiable, bearer, registered, or nonregistered format, the City shall require
delivery of the securities to the City, including those purchased for the City by financial advisors,
consultants, or managers using the City's funds, by book entry, physical delivery, or by third party
custodial agreement. The transfer of securities to the Counterparty bank's customer book entry
account may be used for book entry delivery. For purposes of this Section 6.0, "Counterparty"
means the other party to the transaction. A Counterparty bank's trust department or separate
safekeeping department may be used for the physical delivery of the security if the security is held
in the name of the City.
Investments may be made in any security authorized by this Section 6, and by Section 53601 of
the California Government Code, that has at the time of investment, a term, or a term remaining
to maturity, in excess of five years, as long as such investment comports with the policies and
objectives of this Investment Policy and the provisions of the California Government Code.
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6.1 Bonds Issued by the City
Bonds issued by the City, including bonds payable solely out of the revenues from a
revenue -producing property owned, controlled, or operated by the City or by a department, board,
agency, or authority of the City.
6.2 United States Treasury Bonds
United States Treasury notes, bonds, bills, or certificates of indebtedness, or those for which the
faith and credit of the United States are pledged for the payment of principal and interest.
6.3 Bonds of the State of California
Registered State warrants or treasury notes or bonds of the State, including bonds payable solely
out of the revenues from a revenue -producing property owned, controlled, or operated by the State
or by a department, board, agency, or authority of the State.
6.4 Bonds of State of California Local Agencies
Bonds, notes, warrants, or other evidences of indebtedness of any local agency within this state,
including bonds payable solely out of the revenues from a revenue -producing property owned,
controlled, or operated by the local agency, or by a department, board, agency, or authority of the
local agency.
6.5 Obligations Issued by Federal Agency or United States Government - Sponsored
Enterprises
Federal agency or United States government -sponsored enterprise obligations, participations, or
other instruments, issued by, or fully guaranteed as to principal and interest by federal agencies or
United States government -sponsored enterprises.
6.6 Bills of Exchange
Bankers' acceptances otherwise known as bills of exchange or time drafts that are drawn on and
accepted by a commercial bank. Purchases of bankers' acceptances may not exceed 180 days
maturity or 40 percent of the City's surplus money that may be invested pursuant to this Section 6.
However, no more than 30 percent of the City's money may be invested in the bankers' acceptances
of any one commercial bank pursuant to this Investment Policy.
6.7 Commercial Paper
Commercial paper of "prime" quality of the highest ranking or of the highest letter and numerical
rating as provided for by Moody's Investors Service, Inc. ("Moody's"), or the Standard & Poor's
Corporation ("S&P") or Fitch Financial Services, Inc. ("Fitch"). The corporation that issues the
commercial paper shall be organized and operating within the United States, shall have total assets
in excess of five hundred million dollars ($500,000,000) and shall issue debt, other than
Resolution No. 2020-21
Page 10 of 19
commercial paper, if any, that is rated "A" or higher by Moody's, S&P or Fitch. Eligible
commercial paper shall have a maximum maturity of 270 days or less. The City may invest no
more than 25% of its money in eligible commercial paper. The City may purchase no more than
10 percent of the outstanding commercial paper of any single corporate issue.
6.8 Negotiable Certificates of Deposit
Negotiable certificates of deposit issued by a nationally or state -chartered bank, savings
association or a federal association (as defined by Section 5102 of the California Financial Code),
a state or federal credit union, or by a state -licensed branch of a foreign bank. Purchases of
negotiable certificates of deposit may not exceed 30 percent of the City's money which may be
invested pursuant to this Investment Policy. For purposes of this Section 6.8, negotiable
certificates of deposit do not come within Article 2 of the California Government Code
(commencing with Section 53630), except that the amount so invested shall be subject to the
limitations of California Government Code Section 53638 concerning maximum deposits. The
City Council of the City and the City Treasurer or other official of the City having legal custody
of the money are prohibited from investing City funds, or funds in the custody of the City, in
negotiable certificates of deposit issued by a state or federal credit union if a member of the City
Council of the City, or any person with investment decision making authority in the City
Administrator's Office, Budget -Auditor's Office, Treasurer's Office or Finance Department of the
City, also serves on the board of directors, or any committee appointed by the board of directors,
or the credit committee or the supervisory committee of the state or federal credit union issuing
the negotiable certificates of deposit.
6.9 Repurchase, Reverse Repurchase and Securities Lending Agreements
6.9.1 Investments in repurchase agreements or reverse repurchase agreements or
securities lending agreements of any securities authorized by this Section 6, as long
as the agreements are subject to this Section 6.9, including, the delivery
requirements specified in this Section 6.9.
6.9.2 Investments in repurchase agreements may be made, on any investment authorized
in Section 6, when the term of the agreement does not exceed one year. The market
value of securities that underlay a repurchase agreement shall be valued at 102
percent or greater of the funds borrowed against those securities and the value shall
be adjusted no less than quarterly. Since the market value of the underlying
securities is subject to daily market fluctuations, the investments in repurchase
agreements shall be in compliance if the value of the underlying securities is
brought back up to 102 percent no later than the next business day.
6.9.3 Reverse repurchase agreements or securities lending agreements may be utilized
only when all of the following conditions are met:
6.9.3.1 The security to be sold on reverse repurchase agreement or securities
lending agreement has been owned and fully paid for by the City for a
minimum of 30 days prior to sale.
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6.9.3.2 The total of all reverse repurchase agreements and securities lending
agreements on investments owned by the City does not exceed 20 percent
of the base value of the portfolio.
6.9.3.3 The agreement does not exceed a term of 92 days, unless the agreement
includes a written codicil guaranteeing a minimum earning or spread for the
entire period between the sale of a security using a reverse repurchase
agreement or securities lending agreement and the final maturity date of the
same security.
6.9.3.4 Funds obtained or funds within the pool of an equivalent amount to that
obtained from selling a security to a counterparty by way of a reverse
repurchase agreement or securities lending agreement, shall not be used to
purchase another security with a maturity longer than the maturity of the
reverse repurchase agreement or securities lending agreement.
6.9.4 Investments in reverse repurchase agreements, securities lending agreements or
similar investments in which the City sells securities prior to purchase with a
simultaneous agreement to repurchase the security, may only be made upon prior
approval of the City Council of the City and shall only be made with primary
dealers of the Federal Reserve Bank of New York or with a nationally or state -
chartered bank that has or has had a significant banking relationship with the City.
6.9.4.1 For purposes of this Section 6.9, "significant banking relationship" means
any of the following activities of a bank:
6.9.4.1.1 Involvement in the creation, sale, purchase, or retirement of
the City's bonds, warrants, notes, or other evidence of
indebtedness.
6.9.4.1.2 Financing of the City's activities.
6.9.4.1.3 Acceptance of the City's securities or funds as deposits.
6.9.5 Definitions
6.9.5.1 Repurchase Agreement
Repurchase Agreement means a purchase of securities by the City pursuant
to an agreement by which the counterparty seller will repurchase the
securities on or before a specified date and for a specified amount and the
counterparty will deliver the underlying securities to the City by book entry,
physical delivery, or by third party custodial agreement. The transfer of
underlying securities to the counterparty bank's customer book -entry
account may be used for book -entry delivery.
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6.9.5.2 Securities
Securities mean securities of the same issuer, description, issue date, and
maturity.
6.9.5.3 Reverse Repurchase Agreement
Reverse Repurchase Agreement means a sale of securities by the City
pursuant to an agreement by which the City will repurchase the securities
on or before a specified date and includes other comparable agreements.
6.9.5.4 Securities Lending Agreement
Securities Lending Agreement means an agreement under which the City
agrees to transfer securities to a borrower who, in turn, agrees to provide
collateral to the City. During the term of the agreement, both the securities
and the collateral are held by a third party. At the conclusion of the
agreement, the securities are transferred back to the City in return for the
collateral.
6.9.5.5 Base Value
Base Value of the City's pool portfolio shall be that dollar amount obtained
by totaling all cash balances placed in the pool by all pool participants,
excluding any amounts obtained through selling securities by way of
reverse repurchase agreements or other similar borrowing methods.
6.9.5.6 Spread
Spread means the difference between the cost of funds obtained using the
reverse repurchase agreement and the earnings obtained on the reinvestment
of the funds.
6.10 Medium -Term Notes
Medium -term notes, defined as all corporate and depository institution debt securities with a
maximum remaining maturity of five years or less, issued by corporations organized and operating
within the United States or by depository institutions licensed by the United States or any state and
operating within the United States. Notes eligible for investment under this Section 6.10 shall be
rated "A" or better by a nationally recognized rating service. Purchases of medium -term notes
shall not include other instruments authorized by Section 6 and may not exceed 30 percent of the
City's surplus money which may be invested.
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6.11 Diversified Management Company Shares
6.11.1 Shares of beneficial interest issued by diversified management companies that
invest in the securities and obligations as authorized by Sections 6.1 to 6.10,
inclusive, or Sections 6.13 or 6.14 and that comply with the investment restrictions
of Article 1 (commencing with Section 53600 of the California Government Code)
and Article 2 (commencing with Section 53630 of the California Government
Code). However, notwithstanding these restrictions, a counterparty to a reverse
repurchase agreement is not required to be a primary dealer of the Federal Reserve
Bank of New York if the company's board of directors finds that the counterparty
presents a minimal risk of default, and the value of the securities underlying a
repurchase agreement may be 100 percent of the sales price if the securities are
marked to market daily.
6.11.2 Shares of beneficial interest issued by diversified management companies that are
money market funds registered with the Securities and Exchange Commission
under the Investment Company Act of 1940 (15 U.S.C. Sec. 80a-1, et seq.).
6.11.3 If investment is in shares issued pursuant to Section 6.11.1, the company shall have
met either of the following criteria:
6.11.3.1 Attained the highest ranking or the highest letter and numerical
rating provided by not less than two nationally recognized statistical
rating organizations; or
6.11.3.2 Retained an investment adviser registered or exempt from
registration with the Securities and Exchange Commission with not
less than five years' experience investing in the securities and
obligations authorized by Sections 6.1 to 6.10, inclusive, or Sections
6.13 or 6.14 and with assets under management in excess of five
hundred million dollars ($500,000,000).
6.11.4 If investment is in shares issued pursuant to Section 6.11.2, the company shall
have met either of the following criteria:
6.11.4.1 Attained the highest ranking or the highest letter and numerical
rating provided by not less than two nationally recognized statistical
rating organizations; or
6.11.4.2 Retained an investment adviser registered or exempt from
registration with the Securities and Exchange Commission with not
less than five years' experience managing money market mutual
funds with assets under management in excess of five hundred
million dollars ($500,000,000).
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6.11.5 The purchase price of shares of beneficial interest purchased pursuant to this
Section 6.11 shall not include any commission that the companies may charge and
shall not exceed 20 percent of the City's surplus money that may be invested
pursuant to this Section 6. However, no more than 10 percent of the City's surplus
funds may be invested in shares of beneficial interest of any one mutual fund
pursuant to Section 6.11.1.
6.12 Moneys Pledged to Payment or Security of Bonds of the City
Moneys held by a trustee or fiscal agent and pledged to the payment or security of bonds or other
indebtedness, or obligations under a lease, installment sale, or other agreement of the City, or
certificates of participation in those bonds, indebtedness, or lease installment sale, or other
agreements, may be invested in accordance with the statutory provisions governing the issuance
of those bonds, indebtedness, or lease installment sale, or other agreement, or to the extent not
inconsistent therewith or if there are no specific statutory provisions, in accordance with the
ordinance, resolution, indenture, or agreement of the City providing for the issuance.
6.13 Bonds Secured by Government Code Section 53651 Eligible Securities
Notes, bonds, or other obligations that are at all times secured by a valid first priority security
interest in securities of the types listed by Section 53651 of the California Government Code as
eligible securities for the purpose of securing local agency deposits having a market value at least
equal to that required by Section 53652 of the California Government Code for the purpose of
securing local agency deposits. The securities serving as collateral shall be placed by delivery or
book entry into the custody of a trust company or the trust department of a bank which is not
affiliated with the issuer of the secured obligation, and the security interest shall be perfected in
accordance with the requirements of the Uniform Commercial Code or federal regulations
applicable to the types of securities in which the security interest is granted.
6.14 Mortgage Pass -Through Security
Any Mortgage pass -through security, collateralized mortgage obligation, mortgage -backed or
other pay -through bond, equipment lease -backed certificate, consumer receivable pass -through
certificate, or consumer receivable -backed bond, in each case, of a maximum of five years
maturity. Securities eligible for investment under this Section 6.14 shall be issued by an issuer
having an "A" or higher rating for the issuer's debt as provided by a nationally recognized rating
service and rated in a rating category of "AA" or its equivalent or better by a nationally recognized
rating service. Purchase of securities authorized by this Section 6.14 may not exceed 20 percent
of the City's surplus money that may be invested pursuant to Section 6.
7.0 DESIGNATED ENTITIES FROM WHOM THE CITY MAY
PURCHASE AUTHORIZED INVESTMENTS
The purchase by the City of any investment authorized pursuant to California Government Code
Sections 53601 or 53601.1, not purchased directly from the issuer, shall be purchased either from
an institution licensed by the State as a broker -dealer, as defined in Section 25004 of the California
Resolution No. 2020-21
Page 15 of 19
Corporations Code, or from a member of a federally regulated securities exchange, from a national
or state -chartered bank, from a savings association or federal association (as defined by Section
5102 of the California Financial Code) or from a brokerage firm designated as a primary
government dealer by the Federal Reserve Bank.
8.0 PROHIBITED INVESTMENTS
8.1 The City shall not invest any funds pursuant to this Investment Policy or pursuant to
California Government Code, Article 2, Deposit of Funds (commencing with Section 53630) in
inverse floats, range notes, or mortgage -derived, interest -only strips.
8.2 The City shall not invest any funds pursuant to this Investment Policy or pursuant to
California Government Code, Article 2, Deposit of Funds (commencing with Section 53630) in
any security that could result in zero interest accrual if held to maturity. However, the City may
hold prohibited instruments currently owned by the City until their maturity dates. The limitation
in this Section 8.2 shall not apply to City investments in shares of beneficial interest issued by
diversified management companies registered under the Investment Company Act of 1940 (15
U.S.C. Sec. 80a-1, and following) that are authorized for investment pursuant to Section 6.11.
8.3 The City is prohibited under this policy from engaging in speculative activities typical to
many organizations orientated toward profit maximization. Taking risks in order to arbitrage
market opportunities, or risks unrelated to the City's normal business activities is prohibited.
These include investments in derivatives such as contracts -options, swaps, and futures/forward
contracts without a clear, identifiable, justifiable, and effective hedgeable item.
8.4 Prior to entering into an allowable hedgeable transaction, such as a swap agreement, the
City shall review legal documentation subject to the transaction to understand the terms of the
transaction, the risks taken on by the parties, and the remedies available to them. These
documents may include, among others, the ISDA Master Agreement, Schedule, Confirmation
and Credit Support Annex. Such documentation will be retained to support the basis of the
decision.
9.0 ALLOWABLE HEDGABLE TRANSACTIONS
9.1 Interest rate swap contract in conjunction with debt issuances shall be reviewed as part of
the City's overall financial position considering both the potential benefits and potential risks.
Prior to submitting a swap agreement for City Council's approval, the potential benefits and
potential benefits are to be analyzed. The results of the analysis shall be provided to City Council
at the time of approval.
9.2 Potential benefits: Accessing the swap market increases the array of options available to
the City for hedging risk. Using swaps, can in some circumstances, reduce costs or improve cash
flows, thereby increasing resources available for debt service, other public purposes, and
contributing to the City's overall mission. The City shall consider the following benefit factors
when determining the applicability as part of different strategies:
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9.2.1 Reducing borrowing costs, by using floating -to -fixed rate swaps combined with
variable rate bonds to achieve costs lower than those available with fixed-rate bonds,
or by using fixed -to -floating rate swaps to create synthetic floating rate debt and
achieve lower costs without external liquidity or remarketing support.
9.2.2 Improving cash flows, by using basis swaps where the City expects the payments
received from the counterparty to be greater, over time, than the payments made to
the counterparty.
9.2.3 Locking in current rates for future transactions, through forward -starting swaps or
swaptions.
9.2.4 Matching assets and liabilities, by using a swap contract so that fixed-rate debt
is matched with fixed-rate assets and floating-rate debt is matched with floating-
rate assets.
9.2.5 The City shall take into account the potential benefits of swap transactions in
conjunction with debt issuances by recognizing that in the proper circumstances they
can have a positive effect on the City's financial position.
9.3 Potential Risks: Interest rate swaps involve certain risks that shall be considered when
doing an analysis. Prior to submitting a swap agreement to City Council for approval, the potential
risk factors will be examined and analyzed. They will be presented as part of the overall staff report
in order to provide a full perspective of both the risks and benefits. There are five potential risk
factors that encompass ten different separate elements:
9.3.1 Risk Factor No.1: Cash flows and/or net revenues
9.3.1.1 Basis Risk: The risk that variable rate payments received will be less than
variable rate payments they were designed to offset, because the variable
rate payments received and the variable rate payments owed are based on
different indexes, and the ratio between those indexes changes over time.
9.3.1.2 Tax Risk: The risk that the City's costs will raise because federal income
tax rates fall, or because the tax exemption for municipal debt is eliminated
or is modified in a way that reduces its value.
9.3.1.3 Yield Curve Risk: The risk is that the City's cash flow will be adversely
affected because the slope of the yield curve is not as the City anticipated
when entering into the swap. This is an aspect of basis risk that may affect
the termination value for swaps contacts.
9.3.1.4 Amortization Mismatch: The risk that the notional amount of the swap and
the outstanding principal amount of the debt intended to be hedged will no
longer be equal. Such mismatch may be a feature of the transaction at its
inception or may be caused by subsequent events, such as redemption of
bonds before maturity or termination of the swap before bond maturity.
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9.3.2 Risk Factor No. 2: Balance Sheet
9.3.2.1 Termination Risk: The risk that the City will be required to make a payment
based on the market value of the swap in connection with an unforeseen
termination of the swap, at a time when the market value is negative to the
issuer.
9.3.2.2 Collateral Posting Risk: The risk that the City will be required to post
collateral, upon a downgrade of its credit rating or other trigger event a time
when the market value is negative.
9.3.3 Risk Factor No. 3: Counterparty Risk
9.3.3.1 The risk that the counterparty will no longer perform its obligations under
the contract, or that the counterparty's credit quality will decline to the point
where there is uncertainty about its ability to perform.
9.3.4 Risk Factor No. 4: Future Financial Management
9.3.4.1 Market Access Risk: The risk that the City will be unable to obtain
derivatives contracts when needed in the future on reasonably favorable
terms, including new derivatives upon early or scheduled termination of
existing hedges ("Rollover Risk").
9.3.4.2 Loss of Flexibility: The risk that a swap contract will limit the issuer's debt
management options in the future due to an inability to modify or terminate
the swap without cost.
9.3.5 Risk Factor No. 5: Management Complexity
9.3.5.1 The risk that certain swap contracts may add a level of complexity to
financial management that will require ongoing commitment of additional
resources. The utilization of a financial advisory firm to assist or review
transactions prior to entering into an arrangement may be required.
10.0 STATEMENTS OF INVESTMENT ACTIVITIES
10.1 Annual Statement of Investment Polic
The City Treasurer shall annually render to the City Council and the Finance Committee of the
City a statement of investment policy, which the City shall consider at a public meeting. Any
changes in the investment policy shall also be considered by the City Council of the City at a public
meeting.
10.2 Ouarterlv Report of Investments
The City Treasurer shall render a quarterly report to the Finance Committee of the City and City
Council. The quarterly report shall be so submitted within 30 days following the end of the quarter
covered by the report. This report shall include the type of investment, issuer, date of maturity par
and dollar amount invested on all securities, investments and moneys held by the City and shall
additionally include a description of any of the City's funds, investments, or programs that are
Resolution No. 2020-21
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under the management of contracted parties, including lending programs. With respect to all
securities held by the City and under management of any outside party that is not also a local
agency or the State of California Local Agency Investment Fund, the report shall also include a
current market value as of the date of the report, and shall include the source of this same valuation.
For local agency investments that have been placed in the State of California Local Agency
Investment Fund, in National Credit Union Share Insurance Fund -insured accounts in a credit
union, in accounts insured or guaranteed pursuant to Section 14858 of the California Financial
Code, or in Federal Deposit Insurance Corporation -insured accounts in a bank or savings and loan
association, in a California County investment pool, or any combination of these, the City
Treasurer and the Treasurer's Department may supply to the City Council and Finance Committee
the most recent statements received by the City from these institutions.
The quarterly report shall state compliance of the portfolio to this Investment Policy, or the manner
in which the portfolio is not in compliance. The quarterly report shall include a statement denoting
the ability of the City to meet its budgeted expenditure requirements for the next six months, or
provide an explanation as to why sufficient money shall, or may, not be available. In the quarterly
report, a subsidiary ledger of investments may be used in accordance with accepted accounting
practices.
10.3 Monthly Investment Transaction Report
The authority of the City Council to invest or to reinvest funds of the City, or to sell or exchange
securities so purchased has been delegated for a one-year period by the City Council to the City
Treasurer, who shall thereafter assume full responsibility for those transactions and shall make a
timely monthly report of those transactions to the City Council.
11.0 CONFLICT OF INTEREST
No City employee shall, outside of regular working hours, engage in any professions, trade,
business or occupation which is incompatible or involves a conflict of interest with his/her duties
as a City Officer or employee.
12.0 PUBLIC INOUIRY
The City Treasurer's portfolio and related transactions are a matter of public record. Any member
of the public may receive a copy of the portfolio or this Investment Policy by requesting a copy at
the Treasurer's Office. The Treasurer may charge a fee for the copy, as allowed by law.
13.0 ANALYSIS OF PROSPECTIVE INVESTMENTS
Due to the complexity of the various investment instruments available and uncertainty of market
conditions the Treasurer may seek professional advice in making investment decisions in order to
optimize investment selections.
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14.0 SAFEKEEPING
As required by California Government Code Section 53601 all investment instruments in a
negotiable, bearer, registered, or nonregistered format, shall be delivered to the City's custodial
bank by using book entry or physical delivery. The "delivery vs. payment" purchase procedure
shall be used.
The City's custodial bank for safekeeping of the bonds, notes, bills, debentures, obligations,
certificates of indebtedness, warrants, or other evidences of indebtedness in which the money of
the City is invested pursuant to this policy shall be one of the following: (a) a federal or state
association (as defined by Section 5102 of the Financial Code), (b) a trust company or a state or
national bank located within California, (c) the Federal Reserve Bank of San Francisco or any
branch thereof within California, (d) any Federal Reserve Bank, or (e) with any state or national
bank located in any city designated as a reserve city by the Board of Governors of the Federal
Reserve System.
15.0 BROKER/DEALER AND DEPOSITORY INSTITUTION
RELATIONSHIPS
15.1 Approved List of Broker/Dealer Institutions
Subject to Section 7.0, the City Treasurer shall approve and maintain a list of broker/dealers and
depository institutions authorized to provide investment and other services to the City. All
investments must be made with institutions that have been approved by the City Treasurer prior to
investing.
15.2 Broker/Dealer Commissions and Fees Chargeable to the City
All broker/dealers who transact with the City and buy and sell securities on the City's behalf shall
earn a commission or charge a fee not to exceed an amount deemed prudent and reasonable by the
Financial Industry Regulatory Authority ("FINRA") and what is customary in the industry for the
types of securities being purchased by the City.
15.3 Deposit and Investment of Funds of the City
All depository institutions that do business with the City shall be in compliance with the
requirements of Article 2, commencing with Section 53630, of the Government Code of the State
of California, concerning the deposit of funds, including the overall creditworthiness and credit
ratings requirements of the sections of that Article.
City Council Agenda Item Report
Agenda Item No. COV-209-2020
Submitted by: Angela Kimmey
Submitting Department: Public Utilities
Meeting Date: June 16, 2020
SUBJECT
Services Agreements for Natural Gas Support Services
Recommendation:
Approve and authorize the City Administrator to execute Service Agreements for Natural Gas Support
Services for a grand total amount not -to -exceed $610,000 over the three-year term of the agreements,
effective July 1, 2020 with:
1) NewGen Strategies & Solutions (NewGen) for Natural Gas Financial and Business Support Services,
in an amount not -to -exceed $210,000 over a three-year term of the agreement; and
2) G2 Integrated Solutions (G2-IS) for Natural Gas Compliance Support Services, in an amount
not -to -exceed $400,000 over a three-year term of the agreement
Background:
On January 13, 2020, City staff issued the Request for Proposals (RFP) for Natural Gas Support
Services for the Vernon Public Utilities Department (VPU), pursuant to Vernon Municipal Code Section
2.17.14 requirements. The RFP identified three specific Service Areas: Financial Support; Business
Development; and Regulatory Compliance Support. The City received a total of seven (7) timely
proposals from qualified firms including NewGen Strategies & Solutions (NewGen), Interstate Gas
Services, Inc. (IGS), G2 Integrated Solutions (G2-IS), RCP, Sustainable Energy Ventures, TW King
Analytics, and C&M Regulatory Pipeline Consultants.
Three panels of City staff were assembled based on their subject matter expertise, and collaborated to
select the most suitable firm to perform services in each of the three service areas listed in the RFP.
After thorough review, NewGen scored the highest for both Financial Support and Business
Development Services and G2-IS scored highest in Regulatory Compliance Support. NewGen and G2-IS
were found to be highly specialized in the gas industry and were qualified in the performance of the
required work. These two firms scored the highest in the evaluation process in their respective areas of
expertise and were selected as the successful respondents.
As a small gas utility with only four employees, Vernon maximizes the operational efficiency of its gas
system by using full-time employees to handle daily operating requirements, while using outside
expertise for other requirements that are periodic or otherwise specialized. This strategy maintains
efficiencies, keeps internal costs competitive, and ensures the proper expertise and experience is
available and applied when needed. The scope of the RFP covers many items that may be requested of
NewGen and G2-IS. Proposals are designed such that the scope of work provided can be flexible based
on Vernon's current and future needs.
The City of Vernon has been a provider of natural gas since 2005. The services of NewGen are needed
to perform a cost of service study, develop a plan to grow the City's gas enterprise beyond its current
118 customers, and support the fiscally -sound delivery of natural gas services. NewGen has addressed
the City's needs by providing a proposal to assume tasks related to natural gas operational support
services and has agreed to the scope of services detailed by the City in the published RFP. Tasks will
include: financial forecasting, cost of service study, rate making, income/expense monitoring, support for
wholesale gas transactions and agreements, business and strategic planning.
The pipeline industry is under heightened scrutiny by regulators, the media and the public. In 2018, the
Pipeline Hazardous Materials Safety Administration (PHMSA) outsourced the California Pipeline Safety
Audits to the California Public Utilities Commission (CPUC). As a result, VPU has been notified to
expect to be audited 3-4 times a year. This represents a dramatic increase, as PHMSA audits were
previously conducted every 2-3 years. The CPUC audits are performed by a team of technical experts,
as opposed to PHMSA audits that were performed by single inspector. Several factors necessitate the
need for a significant increase in compliance services, including increased audit scrutiny, the need to
develop and implement feedback received from PHMSA inspectors in 2019, and compliance with
impactful new regulations.
G2-IS will provide compliance support for the development and implementation of new compliance
programs, implementation of Compliance Management Software, development of processes and
procedures to implement new programs and necessary mitigations to ensure compliance with pipeline
safety regulations and preparation and support for a full audit of PHMSA regulations that will be
conducted by the California Public Utilities Commission in 2020.
In light of NewGen and G2-IS providing the highest responding scores in the RFP evaluation process, it
is recommended that Council approve the award of two contracts for three (3) year terms for a total
amount not -to -exceed $610,000. The proposed Services Agreements have been approved as to form by
the CityAttorney's office.
Fiscal Impact:
The cost to retain these services is as follows: 1) NewGen Strategies & Solutions (NewGen) as the
primary provider for Natural Gas Financial and Business Support Services, not -to -exceed $210,000 over
a three-year term of the agreement. 2) G2 Integrated Solutions (G2-IS) for Natural Gas Compliance
Support Services, not -to -exceed $400,000 over a three-year term of the agreement.
The proposed "not -to -exceed" amount will be $610,000 over a three-year term. The first year of the
agreements have been incorporated in the approved VPU budget for fiscal year 2020-2021, and
subsequent years will be budgeted accordingly.
Attachments:
1. Services Agreement with NewGen Strategies & Solutions
2. Services Agreement with G2 Integrated Solutions
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND NEWGEN
STRATEGIES AND SOLUTIONS, LLC FOR NATURAL GAS FINANCIAL SUPPORT
AND BUSINESS DEVELOPMENT SERVICES
Contractor:
Responsible Principal of Contractor:
Notice Information - Contractor:
Energy Practice
Notice Information - City:
Commencement Date:
Termination Date:
Consideration:
COVER PAGE
NewGen Strategies and Solutions, LLC
Tony Georgis, Managing Director, Energy
Practice
NewGen Strategies and Solutions, LLC
225 Union Blvd., Suite 305
Lakewood, CO 80228
Attention: Tony Georgis, Managing Director
Phone: 720-633-9496
Facsimile: 720-633-9535
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Attention: Abraham Alemu,
Utilities General Manager
Telephone: (323) 583-8811 ext. 834
Facsimile: (323) 826-1408
July 1, 2020
June 30, 2023
Total not to exceed $210,000.00 (includes
all applicable sales tax); and more
particularly described in Exhibit C
Records Retention Period: Three (3) years, pursuant to Section 11.20
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND NEWGEN STRATEGIES
AND SOLUTIONS, LLC FOR NATURAL GAS FINANCIAL SUPPORT AND BUSINESS
DEVELOPMENT SERVICES
This Contract is made between the City of Vernon ("City"), a California charter City and
California municipal corporation ("City"), and NewGen Strategies and Solutions, LLC, a
Colorado limited liability company ("Contractor")
The City and Contractor agree as follows:
1.0 EMPLOYMENT OF CONTRACTOR. City agrees to engage Contractor to
perform the services as hereinafter set forth as authorized by the City Council on June 16, 2020.
2.0 SCOPE OF SERVICES.
2.1 Contractor shall perform all work necessary to complete the services set
forth in the Request for Proposals issued on or about January 13, 2020, Exhibit "A", and
Contractor's proposal to the City ("Proposal") dated February 17, 2020, Exhibit "B", both of
which are attached to and incorporated into this Contract, by reference.
2.2 All services shall be performed to the satisfaction of City.
2.3 All services shall be performed in a competent, professional, and
satisfactory manner in accordance with the prevailing industry standards for such services.
3.0 PERSONNEL.
3.1 Contractor represents that it employs, or will employ, at its own expense,
all personnel required to perform the services under this Contract.
3.2 Contractor shall not subcontract any services to be performed by it under
this Contract without prior written approval of City.
3.3 All of the services required hereunder will be performed by Contractor or
by City -approved subcontractors. Contractor, and all personnel engaged in the work, shall be
fully qualified and authorized or permitted under State and local law to perform such services
and shall be subject to approval by the City.
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4.0 TERM.
The term of this Contract shall commence on July 1, 2020, and it shall continue until June 30,
2023, unless terminated at an earlier date pursuant to the provisions thereof.
5.0 COMPENSATION AND FEES.
5.1 Contractor has established rates for the City of Vernon which are
comparable to and do not exceed the best rates offered to other governmental entities in and
around Los Angeles County for the same services. For satisfactory and timely performance of
the services, the City will pay Contractor in accordance with the payment schedule set forth in
Exhibit "C" attached hereto and incorporated herein by reference.
5.2 Contractor's grand total compensation for the entire term of this Contract,
shall not exceed $210,000.00 without the prior authorization of the City, as appropriate, and
written amendment of this Contract.
5.3 Contractor shall, at its sole cost and expense, furnish all necessary and
incidental labor, material, supplies, facilities, equipment, and transportation which may be
required for furnishing services pursuant to this Contract. Materials shall be of the highest
quality. The above Contract fee shall include all staff time and all clerical, administrative,
overhead, insurance, reproduction, telephone, air travel, auto rental, subsistence, and all related
costs and expenses.
5.4 City shall reimburse Contractor only for those costs or expenses
specifically approved in this Agreement, or specifically approved in writing in advance by City.
Unless otherwise approved, such costs shall be limited and include nothing more than the
following costs incurred by Contractor:
5.4.1 The actual costs of subcontractors for performance of any of the
services that Contractor agrees to render pursuant to this Agreement, which have been
approved in advance by City and awarded in accordance with this Agreement.
5.4.2 Approved reproduction charges.
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5.4.3 Actual costs and/or other costs and/or payments specifically
authorized in advance in writing and incurred by Contractor in the performance of this
Agreement.
5.5 Contractor shall not receive any compensation for extra work performed
without the prior written authorization of City. As used herein, "extra work" means any work that
is determined by City to be necessary for the proper completion of the Project, but which is not
included within the Scope of Services and which the parties did not reasonably anticipate would
be necessary at the time of execution of this Agreement. Compensation for any authorized
extra work shall be paid in accordance with the payment schedule as set forth in Exhibit "C," if
the extra work has been approved by the City.
5.6 Licenses, Permits, Fees, and Assessments. Contractor shall obtain, at
Contractor's sole cost and expense, such licenses, permits, and approvals as may be required
by law for the performance of the services required by this Agreement. Contractor shall have the
sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and
interest, which may be imposed by law and which arise from or are necessary for the
performance of the Services by this Agreement.
6.0 PAYMENT.
6.1 As scheduled services are completed, Contractor shall submit to the
City an invoice for the services completed, authorized expenses, and authorized extra work
actually performed or incurred according to said schedule.
6.2 Each such invoice shall state the basis for the amount invoiced, including
a detailed description of the services completed, the number of hours spent, reimbursable
expenses incurred and any extra work performed.
6.3 Contractor shall also submit a progress report with each invoice that
describes in reasonable detail the services and the extra work, if any, performed in the
immediately preceding calendar month.
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6.4 Contractor understands and agrees that invoices which lack sufficient
detail to measure performance will be returned and not processed for payment.
6.5 City will pay Contractor the amount invoiced within thirty (30) days after
the City approves the invoice.
6.6 Payment of such invoices shall be payment in full for all services,
authorized costs, and authorized extra work covered by that invoice.
7.0 CITY'S RESPONSIBILITY. City shall cooperate with Contractor as may be
reasonably necessary for Contractor to perform its services; and will give any required decisions
as promptly as practicable so as to avoid unreasonable delay in the progress of Contractor's
services.
8.0 COORDINATION OF SERVICES. Contractor agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants, and other
staff at all reasonable times.
9.0 INDEMNITY. Contractor agrees to indemnify City, its officers, elected officials,
employees and agents against, and will hold and save each of them harmless from, any and all
actions, suits, claims, damages to persons or property, losses, costs, penalties, obligations,
errors, omissions or liabilities (herein "claims or liabilities"), including but not limited to
professional negligence, that may be asserted or claimed by any person, firm or entity arising
out of or in connection with the work, operations or activities of Contractor, its agents,
employees, subcontractors, or invitees, provided for herein, or arising from the acts or
omissions of Contractor hereunder, or arising from Contractor's performance of or failure to
perform any term, provision, covenant or condition of this Agreement, except to the extent such
claims or liabilities arise from the gross negligence or willful misconduct of City, its officers,
elected officials, agents or employees.
10.0 INSURANCE. Contractor shall, at its own expense, procure and maintain
policies of insurance of the types and in the amounts set forth below, for the duration of the
Contract, including any extensions thereto. The policies shall state that they afford primary
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coverage.
i. Automobile Liability with minimum limits of at least $1,000,000 combined single
limit, including owned, hired, and non -owned liability coverage.
ii. Contractor agrees to subrogate automobile liability resulting from performance
under this agreement by agreeing to defend, indemnify and hold harmless, the City, and its
respective employees, agents, and City Council from and against all claims, liabilities, suits,
losses, damages, injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under the performance of
the services.
iii. General Liability with minimum limits of at least $1,000,000 per occurrence and
$2,000,000 aggregate written on an Insurance Services Office (ISO) Comprehensive General
Liability "occurrence" form or its equivalent for coverage on an occurrence
basis. Premises/Operations and Personal Injury coverage is required. The City of Vernon, its
directors, commissioners, officers, employees, agents, and volunteers must be endorsed on the
policy as additional insureds as respects liability arising out of the Contractor's performance of
this Contract.
(1) If Contractor employs other contractors as part of the services rendered,
Contractor's Protective Coverage is required. Contractor may include all
subcontractors as insureds under its own policy or shall furnish separate
insurance for each subcontractor, meeting the requirements set forth
herein.
(2) Contractor agrees to subrogate General Liability resulting from
performance under this agreement by agreeing to defend, indemnify and
hold harmless, the City, and its respective employees, agents, and City
Council from and against all claims, liabilities, suits, losses, damages,
injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under
0
the performance of the services.
iv. Professional Errors and Omissions coverage in a sum of at least $1,000,000,
where such risk is applicable. Applicable aggregates must be identified and claims history
provided to determine amounts remaining under the aggregate. Contractor shall maintain such
coverage for at least one (1) year after the termination of this Agreement.
V. Contractor shall comply with the applicable sections of the California Labor Code
concerning workers' compensation for injuries on the job. In addition, Contractor shall require
each subcontractor to similarly maintain workers' compensation insurance in accordance with
the laws for California for all of the subcontractor's employees. Compliance is accomplished in
one of the following manners:
(1) Provide copy of permissive self-insurance certificate approved by the
State of California; or
(2) Secure and maintain in force a policy of workers' compensation insurance
with statutory limits and Employer's Liability Insurance with a minimal limit
of $1,000,000 per accident. The policy shall be endorsed to waive all
rights of subrogation against City, its directors, commissioners, officers,
employees, and volunteers for losses arising from performance of this
Contract; or
(3) Provide a "waiver" form certifying that no employees subject to the Labor
Code's Workers' Compensation provision will be used in performance of
this Contract.
vi. Each insurance policy included in this clause shall be endorsed to state that
coverage shall not be cancelled except after thirty (30) days' prior written notice to City.
vii. Insurance shall be placed with insurers with a Best's rating of no less than A-VIII.
viii. Prior to commencement of performance, Contractor shall furnish City with a
certificate of insurance for each policy. Each certificate is to be signed by a person authorized
by that insurer to bind coverage on its behalf. The certificate(s) must be in a form approved by
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City. City may require complete, certified copies of any or all policies at any time.
ix. Failure to maintain required insurance at all times shall constitute a default and
material breach. In such event, Contractor shall immediately notify City and cease all
performance under this Contract until further directed by the City. In the absence of satisfactory
insurance coverage, City may, at its option: (a) procure insurance with collection rights for
premiums, attorney's fees and costs against Contractor by way of set-off or recoupment from
sums due to Contractor, at City's option; (b) immediately terminate this Contract and seek
damages from the Contract resulting from said breach; or (c) self -insure the risk, with all
damages and costs incurred, by judgment, settlement or otherwise, including attorney's fees
and costs, being collectible from Contractor, by way of set-off or recoupment from any sums due
to Contractor.
11.0 GENERAL TERMS AND CONDITIONS.
11.1 INDEPENDENT CONTRACTOR.
11.1.1 It is understood that in the performance of the services herein
provided for, Contractor shall be, and is, an independent contractor, and is not an agent, officer
or employee of City and shall furnish such services in its own manner and method except as
required by this Contract, or any applicable statute, rule, or regulation. Further, Contractor has
and shall retain the right to exercise full control over the employment, direction, compensation
and discharge of all persons employed by Contractor in the performance of the services
hereunder. City assumes no liability for Contractor's actions and performance, nor assumes
responsibility for taxes, bonds, payments, or other commitments, implied or explicit, by or for
Contractor. Contractor shall be solely responsible for, and shall indemnify, defend and save
City harmless from all matters relating to the payment of its employees, subcontractors and
independent contractors, including compliance with social security, withholding and all other
wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever.
C3
11.1.2 Contractor acknowledges that Contractor and any subcontractors,
agents or employees employed by Contractor shall not, under any circumstances, be
considered employees of the City, and that they shall not be entitled to any of the benefits or
rights afforded employees of City, including, but not limited to, sick leave, vacation leave,
holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term
disability or workers' compensation insurance benefits.
11.2 CONTRACTOR NOT AGENT. Except as the City may authorize
in writing, Contractor and its subcontractors shall have no authority, express or implied, to act
on behalf of or bind the City in any capacity whatsoever as agents or otherwise.
11.3 OWNERSHIP OF WORK. All documents and materials furnished by the
City to Contractor shall remain the property of the City and shall be returned to the City upon
termination of this Agreement. All reports, drawings, plans, specifications, computer tapes,
floppy disks and printouts, studies, memoranda, computation sheets, and other documents
prepared by Contractor in furtherance of the work shall be the sole property of City and shall be
delivered to City whenever requested at no additional cost to the City. Contractor shall keep
such documents and materials on file and available for audit by the City for at least three (3)
years after completion or earlier termination of this Contract. Contractor may make duplicate
copies of such materials and documents for its own files or for such other purposes as may be
authorized in writing by the City.
11.4 CORRECTION OF WORK. Contractor shall promptly correct any
defective, inaccurate or incomplete tasks, deliverables, goods, services and other work, without
additional cost to the City. The performance or acceptance of services furnished by Contractor
shall not relieve the Contractor from the obligation to correct subsequently discovered defects,
inaccuracy, or incompleteness.
11.5 RESPONSIBILITY FOR ERRORS. Contractor shall be responsible for its
work and results under this Agreement. Contractor, when requested, shall furnish clarification
and/or explanation as may be required by the City, regarding any services rendered under this
E
Agreement at no additional cost to City. In the event that an error or omission attributable to
Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design
drawings, estimates and other Contractor professional services necessary to rectify and correct
the matter to the sole satisfaction of City and to participate in any meeting required with regard
to the correction.
11.6 WAIVER. The City's waiver of any term, condition, breach, or default of
this Contract shall not be considered to be a waiver of any other term, condition, default or
breach, nor of a subsequent breach of the one waived. The delay or failure of either party at any
time to require performance or compliance by the other of any of its obligations or agreements
shall in no way be deemed a waiver of those rights to require such performance or compliance.
No waiver of any provision of this Agreement shall be effective unless in writing and signed by a
duly authorized representative of the party against whom enforcement of a waiver is sought.
11.7 SUCCESSORS. This Contract shall inure to the benefit of, and shall be
binding upon, the parties hereto and their respective heirs, successors, and/or assigns.
11.8 NO ASSIGNMENT. Contractor shall not assign or transfer this Contract
or any rights hereunder without the prior written consent of the City and approval by the City
Attorney, which may be withheld in the City's sole discretion. Any unauthorized assignment or
transfer shall be null and void and shall constitute a material breach by the Contractor of its
obligations under this Contract. No assignment shall release the original parties from their
obligations or otherwise constitute a novation.
11.9 COMPLIANCE WITH LAWS. Contractor shall comply with all Federal,
State, County and City laws, ordinances, rules and regulations, which are, as amended from
time to time, incorporated herein and applicable to the performance hereof, including but without
limitation, the Vernon Living Wage Ordinance. Violation of any law material to performance of
this Contract shall entitle the City to terminate the Contract and otherwise pursue its remedies.
Further, if the Contractor performs any work knowing it to be contrary to such laws, rules, and
regulations Contractor shall be solely responsible for all costs arising therefrom.
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11.10 ATTORNEY'S FEES. If any action at law or in equity is brought to
enforce or interpret the terms of this Contract, the prevailing party shall be entitled to reasonable
attorney's fees, costs, and necessary disbursements in addition to any other relief to which such
party may be entitled.
11.11 INTERPRETATION.
11.11.1 Applicable Law. This Contract shall be deemed a contract and
shall be governed by and construed in accordance with the laws of the State of California.
Contractor agrees that the State and Federal courts which sit in the State of California shall
have exclusive jurisdiction over all controversies and disputes arising hereunder, and submits to
the jurisdiction thereof.
11.11.2 Entire Agreement. This Contract, including any exhibits
attached hereto, constitutes the entire agreement and understanding between the parties
regarding its subject matter and supersedes all prior or contemporaneous negotiations,
representations, understandings, correspondence, documentation, and agreements (written or
oral).
11.11.3 Written Amendment. This Contract may only be changed by
written amendment signed by Contractor and the City Administrator or other authorized
representative of the City, subject to any requisite authorization by the City Council. Any oral
representations or modifications concerning this Contract shall be of no force or effect.
11.11.4 Severability. If any provision in this Contract is held by any
court of competent jurisdiction to be invalid, illegal, void, or unenforceable, such portion shall be
deemed severed from this Contract, and the remaining provisions shall nevertheless continue in
full force and effect as fully as though such invalid, illegal, or unenforceable portion had never
been part of this Contract.
11.11.5 Order of Precedence. In case of conflict between the terms of
this Contract and the terms contained in any document attached as an Exhibit or otherwise
11
incorporated by reference, the terms of this Contract shall strictly prevail. The terms of the City's
Request for Proposals shall control over the Contractor's Proposal.
11.11.6 Duplicate Originals. There shall be two (2) fully signed copies
of this Contract, each of which shall be deemed an original.
11.11.7 Construction. In the event an ambiguity or question of intent
or interpretation arises with respect to this Agreement, this Agreement shall be construed as if
drafted jointly by the parties and in accordance with its fair meaning. There shall be no
presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of
any of the provisions of this Agreement.
11.12 TIME OF ESSENCE. Time is strictly of the essence of this contract and
each and every covenant, term, and provision hereof.
11.13 AUTHORITY OF CONTRACTOR. The Contractor hereby represents
and warrants to the City that the Contractor has the right, power, legal capacity, and authority to
enter into and perform its obligations under this Contract, and its execution of this Contract has
been duly authorized.
11.14 ARBITRATION OF DISPUTES. Any dispute for under $25,000
arising out of or relating to the negotiation, construction, performance, non-performance,
breach, or any other aspect of this Contract, shall be settled by binding arbitration in accordance
with the Commercial Rules of the American Arbitration Association at Los Angeles, California
and judgment upon the award rendered by the Arbitrators may be entered in any court having
jurisdiction thereof. The City does not waive its right to object to the timeliness or sufficiency of
any claim filed or required to be filed against the City and reserves the right to conduct full
discovery.
11.15 NOTICES. Any notice or demand to be given by one party to the other
must be given in writing and by personal delivery or prepaid first-class, registered or certified
mail, addressed as follows. Notice simply to the City of Vernon or any other City department is
not adequate notice.
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If to the City:
City of Vernon
Public Utilities Department
Attention: Abraham Alemu, General Manager
4305 Santa Fe Avenue
Vernon, CA 90058
If to the Contractor:
NewGen Strategies and Solutions, LLC
Attention: Tony Georgis, Managing Director, Energy Practice
225 Union Blvd., Suite 305
Lakewood, CO 80228
Any such notice shall be deemed to have been given upon delivery, if personally
delivered, or, if mailed, upon receipt, or upon expiration of three (3) business days from the date
of posting, whichever is earlier. Either party may change the address at which it desires to
receive notice upon giving written notice of such request to the other party.
11.16 NO THIRD PARTY RIGHTS. This Agreement is entered into for the sole
benefit of City and Contractor and no other parties are intended to be direct or incidental
beneficiaries of this Agreement and no third party shall have any right or remedy in, under, or to
this Agreement.
11.17 TERMINATION FOR CONVENIENCE (Without Cause). City may
terminate this Contract in whole or in part at any time, for any cause or without cause, upon
fifteen (15) calendar days' written notice to Contractor. If the Contract is thus terminated by City
for reasons other than Contractor's failure to perform its obligations, City shall pay Contractor a
prorated amount based on the services satisfactorily completed and accepted prior to the
effective date of termination. Such payment shall be Contractor's exclusive remedy for
termination without cause.
11.18 DEFAULT. In the event either party materially defaults in its obligations
hereunder, the other party may declare a default and terminate this Contract by written notice to
the defaulting party. The notice shall specify the basis for the default. The Contract shall
terminate unless such default is cured before the effective date of termination stated in such
13
notice, which date shall be no sooner than ten (10) days after the date of the notice. In case of
default by Contractor, the City reserves the right to procure the goods or services from other
sources and to hold the Contractor responsible for any excess costs occasioned to the City
thereby. Contractor shall not be held accountable for additional costs incurred due to delay or
default as a result of Force Majeure. Contractor must notify the City immediately upon knowing
that non-performance or delay will apply to this Contract as a result of Force Majeure. At that
time Contractor is to submit in writing a Recovery Plan for this Contract. If the Recovery Plan is
not acceptable to the City or not received within 10 days of the necessary notification of Force
Majeure default, then the city may cancel this order in its entirety at no cost to the City, owing
only for goods and services completed to that point.
11.19 TERMINATION FOR CAUSE. Termination for cause shall relieve the
terminating party of further liability or responsibility under this Contract, including the payment of
money, except for payment for services satisfactorily and timely performed prior to the service of
the notice of termination, and except for reimbursement of (1) any payments made by the City
for service not subsequently performed in a timely and satisfactory manner, and (2) costs
incurred by the City in obtaining substitute performance. If this Agreement is terminated as
provided herein, City may require, at no additional cost to City, that Contractor provide all
finished or unfinished documents, data, and other information of any kind prepared by
Contractor in connection with the performance of Services under this Agreement. Contractor
shall be required to provide such document and other information within fifteen (15) days of the
request.
11.19.1 Additional Services. In the event this Agreement is terminated in
whole or in part as provided herein, City may procure, upon such terms and in such manner as
it may determine appropriate, services similar to those terminated.
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11.20 MAINTENANCE AND INSPECTION OF RECORDS.
The City, or its authorized auditors or representatives, shall have access
to and the right to audit and reproduce any of the Contractor's records to the extent the City
deems necessary to insure it is receiving all money to which it is entitled under the Contract
and/or is paying only the amounts to which Contractor is properly entitled under the Contract or
for other purposes relating to the Contract.
The Contractor shall maintain and preserve all such records for a period
of at least three (3) years after termination of the Contract.
The Contractor shall maintain all such records in the City of Vernon. If
not, the Contractor shall, upon request, promptly deliver the records to the City of Vernon or
reimburse the City for all reasonable and extra costs incurred in conducting the audit at a
location other than the City of Vernon, including, but not limited to, such additional (out of the
City) expenses for personnel, salaries, private auditors, travel, lodging, meals, and overhead.
11.21 CONFLICT. Contractor hereby represents, warrants, and certifies that no
member, officer, or employee of the Contractor is a director, officer, or employee of the City of
Vernon, or a member of any of its boards, commissions, or committees, except to the extent
permitted by law.
11.22 HEADINGS. Paragraphs and subparagraph headings contained in this
Agreement are included solely for convenience and are not intended to modify, explain or to be
a full or accurate description of the content thereof and shall not in any way affect the meaning
or interpretation of this Agreement.
11.23 ENFORCEMENT OF WAGE AND HOUR LAWS. Eight hours labor
constitutes a legal day's work. The Contractor, or subcontractor, if any, shall forfeit twenty-five
dollars ($25) for each worker employed in the execution of this Agreement by the respective
Contractor or subcontractor for each calendar day during which the worker is required or
permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar
week in violation of the provisions of Sections 1810 through 1815 of the California Labor Code
15
as a penalty paid to the City; provided, however, work performed by employees of contractors in
excess of 8 hours per day, and 40 hours during any one week, shall be permitted upon
compensation for all hours worked in excess of 8 hours per day at not less than 1'/2 times the
basic rate of pay.
11.24 LIVING WAGES Contractor, and any Subcontractor(s), shall comply with
the City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit
"D". Upon the City's request, certified payroll records shall promptly be provided to the City
11.25 EQUAL EMPLOYMENT OPPORTUNITY PRACTICES. Contractor
certifies and represents that, during the performance of this Contract, it and any other parties
with whom it may subcontract shall adhere to equal employment opportunity practices to assure
that applicants, employees and recipients of service are treated equally and are not
discriminated against because of their race, religion, color, national origin, ancestry, disability,
sex, age, medical condition, sexual orientation or marital status. Contractor further certifies that
it will not maintain any segregated facilities. Contractor further agrees to comply with The Equal
Employment Opportunity Practices provisions as set forth in Exhibit "E".
[Signatures Begin on Next Page].
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IN WITNESS WHEREOF, the Parties have signed this Agreement as of the
Commencement Date stated on the cover page.
City of Vernon, a California charter City
and California municipal corporation
Carlos Fandino, City Administrator
ATTEST:
Lisa Pope, City Clerk
APPROVED AS TO FORM:
Arnold M. Alvarez-Glasman, Interim City
Attorney
NewGen Strategies and Solutions, LLC, a
Colorado limited liability company
By:
Name:
Title:
By:
Name:
Title:
17
EXHIBIT A
REQUEST FOR PROPOSALS
IN
City of Vernon
Request for Proposals (RFP)
Natural Gas Financial and Compliance
Support Services
OF
�R
NEW
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w
City of Vernon
Public Utilities Department
4305 Santa Fe Avenue, Vernon, CA 90058
Phone: (323) 583-8811
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
1. INTRODUCTION AND PROJECT
The City of Vernon is requesting proposals for Natural Gas Financial, Operational, and Compliance
Services to conduct various specialized support activities beyond the daily operations of the gas system.
The City reserves the right to award contracts to multiple contractors as a result of this Request for
Proposals (RFP). Alternatively, the City may select one contractors for the entirety of the requested
services, however, no more than one contractor will be selected for each distinct Service Area listed
below in Section 4. Selection will be based on demonstrated competence in each subject area, and a
cost-effective approach to design, conduct, and assist with the specific items defined in this RFP.
2. BACKGROUND
The City of Vernon was founded in 1905, is approximately 5.2 square miles in size and is located
approximately 5 miles southeast of downtown Los Angeles California. Over its long history, Vernon has
been developed as an industrial community. At the turn of the 201" century the lands that make up Vernon
were comprised largely of farmlands. The presence of three major rail lines in the area led influential
business and property owners to encourage the railroad companies to run spur lines onto the farmlands.
These rail extensions enabled the creation of an "exclusively industrial" city. By the 1920's, Vernon was
attracting large stockyards and meatpacking facilities. In the 1930's, Vernon became the location of
choice for many heavy industrial plants. As economic conditions changed over the decades, these large-
scale industrial operations have relocated out of Southern California and Vernon has attracted smaller,
lighter industrial facilities. The City's business friendly environment, low cost utilities and key location for
trucking and rail transport continue to position Vernon as an ideal location for industrial uses.
City Government: The City Council consists of five members, elected at -large, who serve five-year
staggered terms. The City Council annually appoints a Mayor and a Mayor Pro Tern from its own
membership to serve one-year terms.
Labor Force: Vernon has approximately 280 employees, and its departments include a Fire Department,
Police Department, Finance Department, Public Works Department, Public Utilities Department and
Health and Environmental Control Department. Present bargaining units recognized include the Vernon
Police Officers Benefit Association, Vernon Police Management Association, Vernon Firemen's
Association, the Vernon Fire Management Association, International Brotherhood of Electrical Workers
Local 47, and Teamsters Local 911.
3. OVERALL SERVICE
As a smaller gas utility, Vernon maximizes the operational efficiency of its gas system by using full-time
employees to handle daily operating requirements, while using outside expertise for other requirements
that are periodic or otherwise specialized. In this way, Vernon is able to leverage experience from the
outside without having to hire full-time specialists that would not be fully utilized. The scope below covers
many items that may be requested of the successful proposer. Proposals should be designed such that
the scope of work provided can be flexible based on Vernon's needs. The successful contractor will work
with various personnel from the City: Field staff, the Natural Gas Superintendent, Compliance
Administrator, the Engineering and Operations Managers, and occasionally the General Manager, City
Administrator, and City Council.
Gas System Overview
Page 2 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
The City of Vernon Public Utilities (VPU) obtains its natural gas from various sources. The gas is odorized
and delivered to Vernon by the Southern California Gas Company (SoCalGas). Vernon serves natural
gas to approximately 115 commercial and industrial customers and has the infrastructure to serve
approximately 900 customers within the City's service area. Gas is delivered to the City at two receiving
stations. Vernon's transmission system became operational in 2005, and is a designated high -
consequence area. It is comprised of 7 miles of 10-inch steel main. Vernon's distribution system became
operational in 2006. It consists of approximately 44 miles of 6-inch Polyethylene (PE) pipe.
4. SCOPE OF SERVICES REQUIRED
The City of Vernon is seeking the services of highly qualified consulting firms to assist in:
SERVICE AREA 1: Financial Services
A. Gas Tariff, Rates, and Comparison Analysis
1. Recommend gas rate changes and other changes to Vernon gas tariff
2. Prepare tariff documents for legal and council approval
3. Prepare customer transportation and commodity agreements for execution, as required
B. Gas Accounting and Income/Expense Monitoring
1. Monitor Gas Enterprise income and expenses compared to budget
2. Support preparation of annual gas enterprise budget
3. Provide monthly commodity price for retail customers
C. Natural Gas Marketers and SoCalGas
1. Resolve technical issues with gas marketers and SoCalGas
2. Monitor SoCalGas tariff for changes affecting Vernon
3. Liaison to Resource Management regarding gas procurement matters
4. Provide analysis for proposed NAESB gas purchase agreements
SERVICE AREA 2: Business Development Services
A. Gas Customer Connections / Ongoing Customer Support
1. Develop a municipal gas strategic plan and marketing plan
2. Support ongoing marketing efforts
3. Maintain updated savings comparison templates
4. Evaluate connection economics
5. Support equipment acquisition
SERVICE AREA 3: Compliance Services
A. Pipeline Safety and DOT-PHMSA Compliance (Title 49- Parts 191, 192, and 199 CFR)
1. Support preparation for DOT-PHMSA and/or CPUC audits and inspections
2. Ongoing support for compliance with DOT-PHMSA requirements
3. Streamline transmission and distribution pipeline integrity management programs, including
pipeline threat & risk assessments
4. Provide subject matter expertise in the documentation and development of processes,
procedures and manuals for smaller utilities
a. Support implementation of compliance management software
Page 3 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
Respondent may submit a proposal for all or may submit multiple proposals for each individual subset of
the identified Service Areas. The Proposals shall clearly identify which subset of the identified Service
Areas the Respondent is proposing. Proposals must include a proposed budget for each individual
Service Area. Respondents will provide a logical breakdown of site visits and offsite analysis. All
deliverables must be provided in both PDF and editable electronic formats. Contractor shall maintain a
list of project action items, updated for all meetings.
VPU's gas pipeline system specifications and compliance programs are not included in this RFP due to
their confidential nature. Upon contract award, Contractors will be required to execute a Non -Disclosure
Agreement to cover all pertinent controlled documents.
5. QUALIFICATIONS & CRITERIA
A. Qualifications: The City of Vernon will select one contractor for each Service Area in the outlined
Scope of Service on the basis of qualifications, experience, and cost. The following are the minimum
qualifications to be used to evaluate responses to this Request for Proposals:
1. Primary person handling each Service Area will have at least ten (10) years of natural gas
experience related to the scope of services provided herein.
2. Proven success with similar services elsewhere, in particular with small utilities.
3. Four-year college degree or advanced degree in the physical sciences, engineering, or related
field (as determined by the city).
4. Service Area 3 respondents must have experience in supporting PHMSA or California Public
Utilities Commission (CPUC) gas audits.
5. Service Area 3 respondents shall have completed a minimum of two PHMSA compliance
program audits resulting in finding of Satisfactory.
B. Selection Criteria: The City will conduct a comprehensive, fair, and impartial evaluation of
proposals received in response to this RFP. All proposals received will be reviewed and evaluated
by a committee of qualified personnel. The name, information, or experience of the individual
members will not be made available to any proposer. The Evaluation Committee will first review and
screen all proposals submitted, except for the cost proposals, according to the minimum
qualifications set forth above. The following criteria will be used in reviewing and comparing the
proposals and in determining the highest scoring bid:
1. 40% Qualifications, background and prior experience of the contractor in the Service
Area(s) being proposed, experience of key staff assigned to oversee services provided
to Vernon, evaluation of size and scope of similar work performed and success on that
work.
2. 30% Cost and fees to the City for handling matters. Cost is not the sole determining
factor but will be taken into consideration. Proposer must offer services at a rate
comparable to the rate proposer offers to other governmental entities for similar work.
Offering a higher rate to the City than the comparable rate is grounds for disqualification
of the Proposer. If rates differ for different types or levels of service, or for different
Service Areas, the Proposer should so state.
3. 10% Responsiveness to the RFP, and quality and responsiveness of the proposal.
4. 20% References including past performance of proposer.
Page 4 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
6. FORMAT AND DELIVERY OF RESPONSE
Respondents are asked to submit one (1) unbound original, (4) hard copies and one (1) electronic copy
(via email to AKimmey@ci.vernon.ca.us) of their proposals in sufficient detail to allow for a thorough
evaluation and comparative analysis. The proposal should include, at a minimum, the following
information in sectionalized format addressing all phases of the work in the RFP.
A. Format: Limit your proposal to 20 typed 8.5" X 11" pages, or fewer, on white bond paper of at
least 20-pound weight single sided (excluding cover letter and attachments. You may attach a
company brochure if you wish, but it must be as a separate attachment and independent from the
required elements noted above.
1. Use a conventional typeface with a minimum font size of 12 points. Use a 1" margin on
all boarders.
2. Organize your submittal in the order described above.
3. Prominently label the package: "Natural Gas Support Services" and include the name of
the primary contact for the respondent.
Deliver the response to:
City of Vernon
Attention: Angela Kimmey, Compliance Administrator
4305 Santa Fe Avenue
Vernon, CA 90058
4. Responses are due on or before 5:00 p.m. on Monday February 17', 2020. Late
response will not be accepted.
5. If you have any questions about this RFP, related to Service Areas 1 or 2 please contact
Todd Dusenberry TDusenberry(a)-ci.vernon.ca.us (323) 583-8811 ext. 579. For questions
related to Service Area 3, please contact Angela Kimmey AKimmey(a ci.vernon.ca.us at
(323) 583-8811 ext. 876. Please note that any questions asked and any response
provided by Vernon will be sent to every person who will be submitting a proposal, to the
extent the City is aware of them.
B. Cover Letter: All proposals shall include a cover letter which states that the proposal shall remain
valid for a period of not less than ninety (90) days from the date of submittal. If the proposal
contemplates the use of sub -contractors, the sub -contractors shall be identified in the cover letter.
If the proposal is submitted by a business entity, the cover letter shall be signed by an officer
authorized to contractually bind the business entity. With respect to the business entity, the cover
letter shall also include: the identification of the business entity, including the name, address and
telephone number of the business entity; and the name, title, address and telephone number of a
contact person during the proposal evaluation period.
C. Introduction: Present an introduction of the proposal and your understanding of the assignment
and significant steps, methods and procedures to be employed by the proposer to ensure quality
deliverables that can be delivered within the required time frames and your identified budget.
D. General Scope of Work: Briefly summarize the scope of work as the proposer perceives or
envisions it for each Service Area proposed.
Page 5 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
E. Work Plan: Present concepts for conducting the work plan and interrelationship of all projects.
Define the scope of each task including the depth and scope of analysis or research proposed.
F. Fees and costs: Although an important aspect of consideration, the financial cost estimate will not
be the sole justification for consideration. Negotiations may or may not be conducted with the
proposer; therefore, the proposal submitted should contain the proposer's most favorable terms
and conditions, since selection and award may be made without discussion with any contractor. All
prices should reflect "not to exceed" amounts per item. Proposer must offer services at a rate
comparable to the rate proposer offers to other governmental entities for similar work. Offering a
higher rate to the City than the comparable rate is grounds for disqualification of the Proposer.
G. Ability of the Proposer to Perform: Provide a detailed description of the proposer and his/her/its
qualifications, including names, titles, detailed professional resumes and past experience in similar
work efforts/products of key personnel who will be working on the assignment. Provide a list of
specific related work projects that have been completed by the proposer which are directly related
to the assignment described in this RFP. Note the specific individuals who completed such
project(s). Identify role and responsibility of each member of the project team. Include the amount
of time key personnel will be involved in the respective portions of the assignment. Respondents
are encouraged to supply relevant examples of their professional product. Provide a list of
references.
The selected contractor shall not subcontract any work under the RFP nor assign any work
without the prior written consent of the City.
H. Affidavit of Non -Collusion. Proposer must submit a completed and signed, "Affidavit of Non -
Collusion." (Copy attached as Exhibit A).
7. ADDENDA, CHANGES, AND AMENDMENTS TO THIS SOLICITATION
At any time prior to the due date for responses, the City may make changes, amendments, and addenda
to this solicitation, including changing the date due to allow respondents time to address such changes.
Addenda, changes, and amendments, if made, will be posted on the City's website
(www.cityofvernon.org), which is deemed adequate notice. A proposer may make a request to the City's
project coordinator to be placed on a list of persons to receive notice of any such addenda, changes, or
amendments. The preferred manner of communications is via e-mail due to its timeliness.
8. CONDITIONS FOR RESPONSES TO RFP
The following conditions apply to this RFP process:
A. Nothing contained in this RFP shall create any contractual relationship between the respondent and
the City.
B. This RFP does not obligate the City to establish a list of service providers qualified as prime
contractors, or award a contract to any respondent. The City reserves the right to amend or cancel
this RFP without prior notice, at any time, at its sole discretion.
C. The City shall not be liable for any expenses incurred by any individual or organization in connection
with this RFP.
Page 6 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
D. No conversations or agreements with any officer, agent, or employee of the City shall affect or
modify any terms of this RFP. Oral communications or any written/e-mail materials provided by
any person other than designated contact staff of City shall not be considered binding.
E. The City reserves the right, in its sole discretion, to accept or reject any or all Proposals without
prior notice and to waive any minor irregularities or defects in a Proposal. The City reserves the
right to seek clarification on a Proposal with any source.
F. The dates, times, and sequence of events related to this RFP shall ultimately be determined by the
City. The schedule shown above is subject to change, at the sole discretion of the City, although
the City will attempt to follow it and, if it must be altered, will attempt to provide reasonable notice
of the changes.
G. Respondents shall not issue any news release pertaining to this RFP, or the City without prior
written approval of the City.
H. All submitted proposals and information included therein or attached thereto shall become public
record upon delivery to the City.
9. RIGHT BY THE CITY TO WITHDRAW THIS REQUEST
The City may, at its sole discretion and for any reason whatsoever, withdraw this solicitation at any time.
10. LIVING WAGE ORDINANCE
The selected consultant shall pay qualifying employees a wage of not less than $10.30 per hour with
health benefits, or $11.55 per hour without health benefits. The consultant shall also provide qualifying
employees at least twelve days off per year for sick leave, vacation or personnel necessity, and an
additional ten days a year of uncompensated time for sick leave. There shall be a prohibition on an
employer retaliation against an employee's complaining to the City with regard to the employer's
compliance with the living wage ordinance. Contractor, and any Subcontractor(s), shall comply with the
City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit "D" of the
standard form contract, attached hereto as Exhibit B. Upon the City's request, certified payroll records
shall promptly be provided to the City.
11. STANDARD TERMS AND CONDITIONS
Prior to the award of any work hereunder, City and proposer shall enter into the written contract for
services attached hereto as Exhibit B. Proposers responding to this RFP are strongly advised to review
all the terms and conditions of the Contract. The term of the Contract shall not exceed three (3) years.
Page 7 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
EXHIBIT A
AFFIDAVIT OF NON -COLLUSION
Page 8 of 9
December 2019
AFFIDAVIT OF NON -COLLUSION BY CONTRACTOR
STATE OF CALIFORNIA )
) SS
COUNTY OF LOS ANGELES )
being first duly sworn deposes
and says that he/she is
(Insert "Sole Owner", 'Partner", "President, "Secretary", or other proper title)
of
(Insert name of bidder)
who submits herewith to the City of Vernon a bid/proposal;
That all statements of fact in such bid/proposal are true;
That such bid/proposal was not made in the interest of or on behalf of any undisclosed person,
partnership, company, association, organization or corporation;
That such bid/proposal is genuine and not collusive or sham;
That said bidder has not, directly or indirectly by agreement, communication or conference with anyone
attempted to induce action prejudicial to the interest of the City of Vernon, or of any other bidder or
anyone else interested in the proposed contract; and further
That prior to the public opening and reading of bids/proposals, said bidder:
a. Did not directly or indirectly, induce or solicit anyone else to submit a false or sham
bid/proposal;
b. Did not directly or indirectly, collude, conspire, connive or agree with anyone else that said
bidder or anyone else would submit a false or sham bid/proposal, or that anyone should refrain
from bidding or withdraw his/her bid/proposal;
C. Did not, in any manner, directly or indirectly seek by agreement, communication or conference
with anyone to raise or fix the bid/proposal price of said bidder or of anyone else, or to raise or
fix any overhead, profit or cost element of his/her bid/proposal price, or of that of anyone else;
d. Did not, directly or indirectly, submit his/her bid/proposal price or any breakdown thereof, or
the contents thereof, or divulge information or data relative thereto, to any corporation,
partnership, company, association, organization, bid depository, or to any member or agent
thereof, or to any individual or group of individuals, except the City of Vernon, or to any person
or persons who have a partnership or other financial interest with said bidder in his/her business.
I certify under penalty of perjury that the above information is correct
Title:
Date:
March 2013
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
1*3:111.11a
STANDARD FORM CONTRACT
Page 9 of 9
December 2019
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND [CONTRACTOR'S
NAME] FOR [BRIEF DESCRIPTION OF SERVICES]
Contractor:
Responsible Principal of Contractor:
Notice Information - Contractor:
Notice Information - City:
Commencement Date:
Termination Date:
Consideration:
Records Retention Period
COVER PAGE
[insert name of contractor]
[insert name, title]
[insert name of contractor]
[insert street address]
[insert city, state, zip code]
Attention: [insert name, title]
Phone: [insert phone number]
Facsimile: [insert fax number]
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Attention: Abraham Alemu
Utilities General Manager
Telephone: (323) 583-8811 ext. 834
Facsimile: (323) 826-1408
[insert commencement date]
[insert termination date]
Total not to exceed $[insert amount]
(includes all applicable sales tax); and more
particularly described in Exhibit C
Three (3) years, pursuant to Section 11.20
December 2017
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND [CONTRACTOR'S NAME]
FOR [BRIEF DESCRIPTION OF SERVICES]
This Contract is made between the City of Vernon ("City"), a California charter City and
California municipal corporation ("City"), and [Contractor's Name], a [State incorporated in]
corporation ("Contractor")
The City and Contractor agree as follows:
1.0 EMPLOYMENT OF CONTRACTOR. City agrees to engage Contractor to
perform the services as hereinafter set forth as authorized by the City Council on
2.0 SCOPE OF SERVICES.
2.1 Contractor shall perform all work necessary to complete the services set
forth in the Request for Proposals dated
, Exhibit "A", and Contractor's proposal to
the City ("Proposal") dated , Exhibit "B", both of which are attached to and
incorporated into this Contract, by reference.
2.2 All services shall be performed to the satisfaction of City.
2.3 All services shall be performed in a competent, professional, and
satisfactory manner in accordance with the prevailing industry standards for such services.
3.0 PERSONNEL.
3.1 Contractor represents that it employs, or will employ, at its own expense,
all personnel required to perform the services under this Contract.
3.2 Contractor shall not subcontract any services to be performed by it under
this Contract without prior written approval of City.
3.3 All of the services required hereunder will be performed by Contractor or
by City -approved subcontractors. Contractor, and all personnel engaged in the work, shall be
fully qualified and authorized or permitted under State and local law to perform such services
and shall be subject to approval by the City.
4.0 TERM.
2 December 2017
The term of this Contract shall commence on [state date], and it shall continue until [state date
which may not be more than three years from the commencement date], unless terminated at
an earlier date pursuant to the provisions thereof.
5.0 COMPENSATION AND FEES.
5.1 Contractor has established rates for the City of Vernon which are
comparable to and do not exceed the best rates offered to other governmental entities in and
around Los Angeles County for the same services. For satisfactory and timely performance of
the services, the City will pay Contractor in accordance with the payment schedule set forth in
Exhibit "C" attached hereto and incorporated herein by reference.
5.2 Contractor's grand total compensation for the entire term of this Contract,
shall not exceed [state amount] without the prior authorization of the City, as appropriate, and
written amendment of this Contract.
5.3 Contractor shall, at its sole cost and expense, furnish all necessary and
incidental labor, material, supplies, facilities, equipment, and transportation which may be
required for furnishing services pursuant to this Contract. Materials shall be of the highest
quality. The above Contract fee shall include all staff time and all clerical, administrative,
overhead, insurance, reproduction, telephone, air travel, auto rental, subsistence, and all related
costs and expenses.
5.4 City shall reimburse Contractor only for those costs or expenses
specifically approved in this Agreement, or specifically approved in writing in advance by City.
Unless otherwise approved, such costs shall be limited and include nothing more than the
following costs incurred by Contractor:
5.4.1 The actual costs of subcontractors for performance of any of the
services that Contractor agrees to render pursuant to this Agreement, which have been
approved in advance by City and awarded in accordance with this Agreement.
5.4.2 Approved reproduction charges.
3 December 2017
5.4.3 Actual costs and/or other costs and/or payments specifically
authorized in advance in writing and incurred by Contractor in the performance of this
Agreement.
5.5 Contractor shall not receive any compensation for extra work performed
without the prior written authorization of City. As used herein, "extra work" means any work that
is determined by City to be necessary for the proper completion of the Project, but which is not
included within the Scope of Services and which the parties did not reasonably anticipate would
be necessary at the time of execution of this Agreement. Compensation for any authorized
extra work shall be paid in accordance with the payment schedule as set forth in Exhibit "C," if
the extra work has been approved by the City.
5.6 Licenses, Permits, Fees, and Assessments. Contractor shall obtain, at
Contractor's sole cost and expense, such licenses, permits, and approvals as may be required
by law for the performance of the services required by this Agreement. Contractor shall have the
sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and
interest, which may be imposed by law and which arise from or are necessary for the
performance of the Services by this Agreement.
6.0 PAYMENT.
6.1 As scheduled services are completed, Contractor shall submit to the
City an invoice for the services completed, authorized expenses, and authorized extra work
actually performed or incurred according to said schedule.
6.2 Each such invoice shall state the basis for the amount invoiced, including
a detailed description of the services completed, the number of hours spent, reimbursable
expenses incurred and any extra work performed.
6.3 Contractor shall also submit a progress report with each invoice that
describes in reasonable detail the services and the extra work, if any, performed in the
immediately preceding calendar month.
4 December 2017
6.4 Contractor understands and agrees that invoices which lack sufficient
detail to measure performance will be returned and not processed for payment.
6.5 City will pay Contractor the amount invoiced within thirty (30) days after
the City approves the invoice.
6.6 Payment of such invoices shall be payment in full for all services,
authorized costs, and authorized extra work covered by that invoice.
7.0 CITY'S RESPONSIBILITY. City shall cooperate with Contractor as may be
reasonably necessary for Contractor to perform its services; and will give any required decisions
as promptly as practicable so as to avoid unreasonable delay in the progress of Contractor's
services.
8.0 COORDINATION OF SERVICES. Contractor agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants, and other
staff at all reasonable times.
9.0 INDEMNITY. Contractor agrees to indemnify City, its officers, elected officials,
employees and agents against, and will hold and save each of them harmless from, any and all
actions, suits, claims, damages to persons or property, losses, costs, penalties, obligations,
errors, omissions or liabilities (herein "claims or liabilities"), including but not limited to
professional negligence, that may be asserted or claimed by any person, firm or entity arising
out of or in connection with the work, operations or activities of Contractor, its agents,
employees, subcontractors, or invitees, provided for herein, or arising from the acts or
omissions of Contractor hereunder, or arising from Contractor's performance of or failure to
perform any term, provision, covenant or condition of this Agreement, except to the extent such
claims or liabilities arise from the gross negligence or willful misconduct of City, its officers,
elected officials, agents or employees.
10.0 INSURANCE. Contractor shall, at its own expense, procure and maintain
policies of insurance of the types and in the amounts set forth below, for the duration of the
Contract, including any extensions thereto. The policies shall state that they afford primary
5 December 2017
coverage.
Automobile Liability with minimum limits of at least $1,000,000 combined single
limit, including owned, hired, and non -owned liability coverage.
Contractor agrees to subrogate automobile liability resulting from performance
under this agreement by agreeing to defend, indemnify and hold harmless, the City, and its
respective employees, agents, and City Council from and against all claims, liabilities, suits,
losses, damages, injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under the performance of
the services.
iii. General Liability with minimum limits of at least $1,000,000 per occurrence and
$2,000,000 aggregate written on an Insurance Services Office (ISO) Comprehensive General
Liability "occurrence" form or its equivalent for coverage on an occurrence basis.
Premises/Operations and Personal Injury coverage is required. The City of Vernon, its
directors, commissioners, officers, employees, agents, and volunteers must be endorsed on the
policy as additional insureds as respects liability arising out of the Contractor's performance of
this Contract.
(1) If Contractor employs other contractors as part of the services rendered,
Contractor's Protective Coverage is required. Contractor may include all
subcontractors as insureds under its own policy or shall furnish separate
insurance for each subcontractor, meeting the requirements set forth
herein.
(2) Contractor agrees to subrogate General Liability resulting from
performance under this agreement by agreeing to defend, indemnify and
hold harmless, the City, and its respective employees, agents, and City
Council from and against all claims, liabilities, suits, losses, damages,
injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under
6 December 2017
the performance of the services.
iv. Professional Errors and Omissions coverage in a sum of at least $1,000,000,
where such risk is applicable. Applicable aggregates must be identified and claims history
provided to determine amounts remaining under the aggregate. Contractor shall maintain such
coverage for at least one (1) year after the termination of this Agreement.
V. Contractor shall comply with the applicable sections of the California Labor Code
concerning workers' compensation for injuries on the job. In addition, Contractor shall require
each subcontractor to similarly maintain workers' compensation insurance in accordance with
the laws for California for all of the subcontractor's employees. Compliance is accomplished in
one of the following manners:
(1) Provide copy of permissive self-insurance certificate approved by the
State of California; or
(2) Secure and maintain in force a policy of workers' compensation insurance
with statutory limits and Employer's Liability Insurance with a minimal limit
of $1,000,000 per accident. The policy shall be endorsed to waive all
rights of subrogation against City, its directors, commissioners, officers,
employees, and volunteers for losses arising from performance of this
Contract; or
(3) Provide a "waiver" form certifying that no employees subject to the Labor
Code's Workers' Compensation provision will be used in performance of
this Contract.
vi. Each insurance policy included in this clause shall be endorsed to state that
coverage shall not be cancelled except after thirty (30) days' prior written notice to City.
vii. Insurance shall be placed with insurers with a Best's rating of no less than A-VIII.
viii. Prior to commencement of performance, Contractor shall furnish City with a
certificate of insurance for each policy. Each certificate is to be signed by a person authorized
by that insurer to bind coverage on its behalf. The certificate(s) must be in a form approved by
7 December 2017
City. City may require complete, certified copies of any or all policies at any time.
ix. Failure to maintain required insurance at all times shall constitute a default and
material breach. In such event, Contractor shall immediately notify City and cease all
performance under this Contract until further directed by the City. In the absence of satisfactory
insurance coverage, City may, at its option: (a) procure insurance with collection rights for
premiums, attorney's fees and costs against Contractor by way of set-off or recoupment from
sums due to Contractor, at City's option; (b) immediately terminate this Contract and seek
damages from the Contract resulting from said breach; or (c) self -insure the risk, with all
damages and costs incurred, by judgment, settlement or otherwise, including attorney's fees
and costs, being collectible from Contractor, by way of set-off or recoupment from any sums due
to Contractor.
11.0 GENERAL TERMS AND CONDITIONS.
11.1 INDEPENDENT CONTRACTOR.
11.1.1 It is understood that in the performance of the services herein
provided for, Contractor shall be, and is, an independent contractor, and is not an agent, officer
or employee of City and shall furnish such services in its own manner and method except as
required by this Contract, or any applicable statute, rule, or regulation. Further, Contractor has
and shall retain the right to exercise full control over the employment, direction, compensation
and discharge of all persons employed by Contractor in the performance of the services
hereunder. City assumes no liability for Contractor's actions and performance, nor assumes
responsibility for taxes, bonds, payments, or other commitments, implied or explicit, by or for
Contractor. Contractor shall be solely responsible for, and shall indemnify, defend and save
City harmless from all matters relating to the payment of its employees, subcontractors and
independent contractors, including compliance with social security, withholding and all other
wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever.
11.1.2 Contractor acknowledges that Contractor and any subcontractors,
g December 2017
agents or employees employed by Contractor shall not, under any circumstances, be
considered employees of the City, and that they shall not be entitled to any of the benefits or
rights afforded employees of City, including, but not limited to, sick leave, vacation leave,
holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term
disability or workers' compensation insurance benefits.
11.2 CONTRACTOR NOT AGENT. Except as the City may authorize
in writing, Contractor and its subcontractors shall have no authority, express or implied, to act
on behalf of or bind the City in any capacity whatsoever as agents or otherwise.
11.3 OWNERSHIP OF WORK. All documents and materials furnished by the
City to Contractor shall remain the property of the City and shall be returned to the City upon
termination of this Agreement. All reports, drawings, plans, specifications, computer tapes,
floppy disks and printouts, studies, memoranda, computation sheets, and other documents
prepared by Contractor in furtherance of the work shall be the sole property of City and shall be
delivered to City whenever requested at no additional cost to the City. Contractor shall keep
such documents and materials on file and available for audit by the City for at least three (3)
years after completion or earlier termination of this Contract. Contractor may make duplicate
copies of such materials and documents for its own files or for such other purposes as may be
authorized in writing by the City.
11.4 CORRECTION OF WORK. Contractor shall promptly correct any
defective, inaccurate or incomplete tasks, deliverables, goods, services and other work, without
additional cost to the City. The performance or acceptance of services furnished by Contractor
shall not relieve the Contractor from the obligation to correct subsequently discovered defects,
inaccuracy, or incompleteness.
11.5 RESPONSIBILITY FOR ERRORS. Contractor shall be responsible for its
work and results under this Agreement. Contractor, when requested, shall furnish clarification
and/or explanation as may be required by the City, regarding any services rendered under this
Agreement at no additional cost to City. In the event that an error or omission attributable to
9 December 2017
Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design
drawings, estimates and other Contractor professional services necessary to rectify and correct
the matter to the sole satisfaction of City and to participate in any meeting required with regard
to the correction.
11.6 WAIVER. The City's waiver of any term, condition, breach, or default of
this Contract shall not be considered to be a waiver of any other term, condition, default or
breach, nor of a subsequent breach of the one waived. The delay or failure of either party at any
time to require performance or compliance by the other of any of its obligations or agreements
shall in no way be deemed a waiver of those rights to require such performance or compliance.
No waiver of any provision of this Agreement shall be effective unless in writing and signed by a
duly authorized representative of the party against whom enforcement of a waiver is sought.
11.7 SUCCESSORS. This Contract shall inure to the benefit of, and shall be
binding upon, the parties hereto and their respective heirs, successors, and/or assigns.
11.8 NO ASSIGNMENT. Contractor shall not assign or transfer this Contract
or any rights hereunder without the prior written consent of the City and approval by the City
Attorney, which may be withheld in the City's sole discretion. Any unauthorized assignment or
transfer shall be null and void and shall constitute a material breach by the Contractor of its
obligations under this Contract. No assignment shall release the original parties from their
obligations or otherwise constitute a novation.
11.9 COMPLIANCE WITH LAWS. Contractor shall comply with all Federal,
State, County and City laws, ordinances, rules and regulations, which are, as amended from
time to time, incorporated herein and applicable to the performance hereof, including but without
limitation, the Vernon Living Wage Ordinance. Violation of any law material to performance of
this Contract shall entitle the City to terminate the Contract and otherwise pursue its remedies.
Further, if the Contractor performs any work knowing it to be contrary to such laws, rules, and
regulations Contractor shall be solely responsible for all costs arising therefrom.
11.10 ATTORNEY'S FEES. If any action at law or in equity is brought to
10 December 2017
enforce or interpret the terms of this Contract, the prevailing party shall be entitled to reasonable
attorney's fees, costs, and necessary disbursements in addition to any other relief to which such
party may be entitled.
11.11 INTERPRETATION.
11.11.1 Applicable Law. This Contract shall be deemed a contract and
shall be governed by and construed in accordance with the laws of the State of California.
Contractor agrees that the State and Federal courts which sit in the State of California shall
have exclusive jurisdiction over all controversies and disputes arising hereunder, and submits to
the jurisdiction thereof.
11.11.2 Entire Agreement. This Contract, including any exhibits
attached hereto, constitutes the entire agreement and understanding between the parties
regarding its subject matter and supersedes all prior or contemporaneous negotiations,
representations, understandings, correspondence, documentation, and agreements (written or
oral).
11.11.3 Written Amendment. This Contract may only be changed by
written amendment signed by Contractor and the City Administrator or other authorized
representative of the City, subject to any requisite authorization by the City Council. Any oral
representations or modifications concerning this Contract shall be of no force or effect.
11.11.4 Severability. If any provision in this Contract is held by any
court of competent jurisdiction to be invalid, illegal, void, or unenforceable, such portion shall be
deemed severed from this Contract, and the remaining provisions shall nevertheless continue in
full force and effect as fully as though such invalid, illegal, or unenforceable portion had never
been part of this Contract.
11.11.5 Order of Precedence. In case of conflict between the terms of
this Contract and the terms contained in any document attached as an Exhibit or otherwise
incorporated by reference, the terms of this Contract shall strictly prevail. The terms of the City's
Request for Proposals shall control over the Contractor's Proposal.
11 December 2017
11.11.6 Duplicate Originals. There shall be two (2) fully signed copies
of this Contract, each of which shall be deemed an original.
11.11.7 Construction. In the event an ambiguity or question of intent
or interpretation arises with respect to this Agreement, this Agreement shall be construed as if
drafted jointly by the parties and in accordance with its fair meaning. There shall be no
presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of
any of the provisions of this Agreement.
11.12 TIME OF ESSENCE. Time is strictly of the essence of this contract and
each and every covenant, term, and provision hereof.
11.13 AUTHORITY OF CONTRACTOR. The Contractor hereby represents
and warrants to the City that the Contractor has the right, power, legal capacity, and authority to
enter into and perform its obligations under this Contract, and its execution of this Contract has
been duly authorized.
11.14 ARBITRATION OF DISPUTES. Any dispute for under $25,000
arising out of or relating to the negotiation, construction, performance, non-performance,
breach, or any other aspect of this Contract, shall be settled by binding arbitration in accordance
with the Commercial Rules of the American Arbitration Association at Los Angeles, California
and judgment upon the award rendered by the Arbitrators may be entered in any court having
jurisdiction thereof. The City does not waive its right to object to the timeliness or sufficiency of
any claim filed or required to be filed against the City and reserves the right to conduct full
discovery.
11.15 NOTICES. Any notice or demand to be given by one party to the other
must be given in writing and by personal delivery or prepaid first-class, registered or certified
mail, addressed as follows. Notice simply to the City of Vernon or any other City department is
not adequate notice.
If to the City:
City of Vernon
Public Utilities Department
Attention: Abraham Alemu, General Manager
12 December 2017
4305 Santa Fe Avenue
Vernon, CA 90058
If to the Contractor:
Any such notice shall be deemed to have been given upon delivery, if personally
delivered, or, if mailed, upon receipt, or upon expiration of three (3) business days from the date
of posting, whichever is earlier. Either party may change the address at which it desires to
receive notice upon giving written notice of such request to the other party.
11.16 NO THIRD PARTY RIGHTS. This Agreement is entered into for the sole
benefit of City and Contractor and no other parties are intended to be direct or incidental
beneficiaries of this Agreement and no third party shall have any right or remedy in, under, or to
this Agreement.
11.17 TERMINATION FOR CONVENIENCE (Without Cause). City may
terminate this Contract in whole or in part at any time, for any cause or without cause, upon
fifteen (15) calendar days' written notice to Contractor. If the Contract is thus terminated by City
for reasons other than Contractor's failure to perform its obligations, City shall pay Contractor a
prorated amount based on the services satisfactorily completed and accepted prior to the
effective date of termination. Such payment shall be Contractor's exclusive remedy for
termination without cause.
11.18 DEFAULT. In the event either party materially defaults in its obligations
hereunder, the other party may declare a default and terminate this Contract by written notice to
the defaulting party. The notice shall specify the basis for the default. The Contract shall
terminate unless such default is cured before the effective date of termination stated in such
notice, which date shall be no sooner than ten (10) days after the date of the notice. In case of
default by Contractor, the City reserves the right to procure the goods or services from other
sources and to hold the Contractor responsible for any excess costs occasioned to the City
13 December 2017
thereby. Contractor shall not be held accountable for additional costs incurred due to delay or
default as a result of Force Majeure. Contractor must notify the City immediately upon knowing
that non-performance or delay will apply to this Contract as a result of Force Majeure. At that
time Contractor is to submit in writing a Recovery Plan for this Contract. If the Recovery Plan is
not acceptable to the City or not received within 10 days of the necessary notification of Force
Majeure default, then the city may cancel this order in its entirety at no cost to the City, owing
only for goods and services completed to that point.
11.19 TERMINATION FOR CAUSE. Termination for cause shall relieve the
terminating party of further liability or responsibility under this Contract, including the payment of
money, except for payment for services satisfactorily and timely performed prior to the service of
the notice of termination, and except for reimbursement of (1) any payments made by the City
for service not subsequently performed in a timely and satisfactory manner, and (2) costs
incurred by the City in obtaining substitute performance. If this Agreement is terminated as
provided herein, City may require, at no additional cost to City, that Contractor provide all
finished or unfinished documents, data, and other information of any kind prepared by
Contractor in connection with the performance of Services under this Agreement. Contractor
shall be required to provide such document and other information within fifteen (15) days of the
request.
11.19.1 Additional Services. In the event this Agreement is terminated in
whole or in part as provided herein, City may procure, upon such terms and in such manner as
it may determine appropriate, services similar to those terminated.
11.20 MAINTENANCE AND INSPECTION OF RECORDS.
The City, or its authorized auditors or representatives, shall have access
to and the right to audit and reproduce any of the Contractor's records to the extent the City
deems necessary to insure it is receiving all money to which it is entitled under the Contract
and/or is paying only the amounts to which Contractor is properly entitled under the Contract or
for other purposes relating to the Contract.
14 December 2017
The Contractor shall maintain and preserve all such records for a period
of at least three (3) years after termination of the Contract.
The Contractor shall maintain all such records in the City of Vernon. If
not, the Contractor shall, upon request, promptly deliver the records to the City of Vernon or
reimburse the City for all reasonable and extra costs incurred in conducting the audit at a
location other than the City of Vernon, including, but not limited to, such additional (out of the
City) expenses for personnel, salaries, private auditors, travel, lodging, meals, and overhead.
11.21 CONFLICT. Contractor hereby represents, warrants, and certifies that no
member, officer, or employee of the Contractor is a director, officer, or employee of the City of
Vernon, or a member of any of its boards, commissions, or committees, except to the extent
permitted by law.
11.22 HEADINGS. Paragraphs and subparagraph headings contained in this
Agreement are included solely for convenience and are not intended to modify, explain or to be
a full or accurate description of the content thereof and shall not in any way affect the meaning
or interpretation of this Agreement.
11.23 ENFORCEMENT OF WAGE AND HOUR LAWS. Eight hours labor
constitutes a legal day's work. The Contractor, or subcontractor, if any, shall forfeit twenty-five
dollars ($25) for each worker employed in the execution of this Agreement by the respective
Contractor or subcontractor for each calendar day during which the worker is required or
permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar
week in violation of the provisions of Sections 1810 through 1815 of the California Labor Code
as a penalty paid to the City; provided, however, work performed by employees of contractors in
excess of 8 hours per day, and 40 hours during any one week, shall be permitted upon
compensation for all hours worked in excess of 8 hours per day at not less than 1'/2 times the
basic rate of pay.
15 December 2017
11.24 LIVING WAGES Contractor, and any Subcontractor(s), shall comply with
the City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit
"D". Upon the City's request, certified payroll records shall promptly be provided to the City
11.25 EQUAL EMPLOYMENT OPPORTUNITY PRACTICES. Contractor
certifies and represents that, during the performance of this Contract, it and any other parties
with whom it may subcontract shall adhere to equal employment opportunity practices to assure
that applicants, employees and recipients of service are treated equally and are not
discriminated against because of their race, religion, color, national origin, ancestry, disability,
sex, age, medical condition, sexual orientation or marital status. Contractor further certifies that
it will not maintain any segregated facilities. Contractor further agrees to comply with The Equal
Employment Opportunity Practices provisions as set forth in Exhibit "E".
[Signatures Begin on Next Page].
16 December 2017
IN WITNESS WHEREOF, the Parties have signed this Agreement as of the
Commencement Date stated on the cover page.
City of Vernon, a California charter City
and California municipal corporation
By:
Carlos Fandino, City Administrator
ATTEST:
Lisa Pope, City Clerk
APPROVED AS TO FORM:
Hema Patel, City Attorney
[CONTRACTOR'S NAME, a [State
incorporated in] corporation
By:
Name:
Title:
By:
Name:
Title:
17
December 2017
EXHIBIT A
REQUEST FOR PROPOSALS
18 December 2017
EXHIBIT B
PROPOSAL
19 December 2017
EXHIBIT C
SCHEDULE
20 December 2017
EXHIBIT D
LIVING WAGE PROVISIONS
Minimum Living Wages:
A requirement that Employers pay qualifying employees a wage of no less than $10.30 per hour
with health benefits, or $11.55 per hour without health benefits.
Paid and Unpaid Days Off:
Employers provide qualifying employees at least twelve compensated days off per year for sick
leave, vacation, or personal necessity, and an additional ten days a year of uncompensated
time for sick leave.
No Retaliation:
A prohibition on employer retaliation against employees complaining to the City with regard to
the employer's compliance with the living wage ordinance. Employees may bring an action in
Superior Court against an employer for back pay, treble damages for willful violations, and
attorney's fees, or to compel City officials to terminate the service contract of violating
employers.
21 December 2017
EXHIBIT E
EQUAL EMPLOYMENT OPPORTUNITY
PRACTICES PROVISIONS
A. Contractor certifies and represents that, during the performance of this Agreement, the
contractor and each subcontractor shall adhere to equal opportunity employment practices
to assure that applicants and employees are treated equally and are not discriminated
against because of their race, religious creed, color, national origin, ancestry, handicap,
sex, or age. Contractor further certifies that it will not maintain any segregated facilities.
B. Contractor agrees that it shall, in all solicitations or advertisements for applicants for
employment placed by or on behalf of Contractor, state that it is an "Equal Opportunity
Employer" or that all qualified applicants will receive consideration for employment without
regard to their race, religious creed, color, national origin, ancestry, handicap, sex or age.
C. Contractor agrees that it shall, if requested to do so by the City, certify that it has not, in the
performance of this Agreement, discriminated against applicants or employees because of
their membership in a protected class.
D. Contractor agrees to provide the City with access to, and, if requested to do so by City,
through its awarding authority, provide copies of all of its records pertaining or relating to its
employment practices, except to the extent such records or portions of such records are
confidential or privileged under state or federal law.
E. Nothing contained in this Agreement shall be construed in any manner as to require or
permit any act which is prohibited by law.
22 December 2017
EXHIBIT B
PROPOSAL
19
rT-1
,,,r.
S •�
,'IIIIIIII
NATURAL GAS FINANCIAL AND
COMPLIANCE SUPPORT SERVICES
City of Vernon, CA
PREPARED BY:
NewGen
Strategies
ECONOMICS STRATEGY STAKEHOLDERS
SLISTAINABILITY www.newgenstrategies.net
225 Union Boulevard, Suite 305
Lakewood, CO 80228
&Solutions Phone: (720) 633-9514
[J[ Fax: (120) 633-9535
February 17, 2020
Ms. Angela Kimmey
Compliance Administrator
Recipient Name
4305 Santa Fe Avenue
Vernon, CA 90058
Subject: Natural Gas Support Services
Dear Ms. Kimmey:
NewGen's proposal shall remain valid for a period of not less than ninety (90) days from the date
of submittal. We do not intend to use subcontractors on this assignment. Our office and contact
information throughout the proposal process is as follows:
NewGen Strategies and Solutions Tony Georgis - Managing Director, Energy Practice
225 Union Blvd., Suite 305 225 Union Blvd., Suite 305
Lakewood, CO 80228 Lakewood, CO 80228
720-633-9496 720-633-9496
We look forward to the prospect of working with the City of Vernon in the role of a rate
consultant. If you have questions concerning this proposal or would like additional information,
please contact me at (720) 633-9496 or tgeorgis@newgenstrategies.net.
Sincerely,
NewGen Strategies and Solutions, LLC
-�; 4)7 -
Tony Georgis
Energy Practice, Managing Director
Economics Strategy I Stakeholders Sustainability
www.newgenstrategies.net
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
Table of Contents
INTRODUCTION............................................................................................................................... 3
Understanding and Approach...................................................................................................................4
SCOPEOF WORK............................................................................................................................. 4
Service Area 1: Financial Services.............................................................................................................5
Task 1: Kickoff Meeting with VPU and Data Request..........................................................................5
Task 2: Financial Forecast and Cost of Service.....................................................................................5
Task 3: Rate Making, Tariffs, and Support Customer Contracts/Agreements.....................................7
Task 4: Support Gas Accounting and Budgeting Activities...................................................................8
Task 5: Support Wholesale Gas Transactions and Agreements...........................................................9
Service Area 2: Business Development Services......................................................................................9
Task6: Strategic Plan.........................................................................................................................10
Task 7: Market and Customer Service Support..................................................................................11
Service Area 3: Compliance Services......................................................................................................11
Task 8: Support Pipeline Safety, Regulatory Audit, Compliance & Pipeline Integrity Management.11
Task 9: Facilitate and Develop Standard Operating Procedures and Support Compliance Software
Implementation..................................................................................................................................13
WORKPLAN................................................................................................................................... 13
FEESAND COSTS........................................................................................................................... 14
ABILITY OF PROPOSER TO PERFORM............................................................................................ 14
Project Team Qualifications....................................................................................................................14
SimilarProjects.......................................................................................................................................16
WorkProduct Examples..........................................................................................................................20
References..............................................................................................................................................20
AFFIDAVIT OF NON-COLLUSION................................................................................................... 20
APPENDIX A. PROJECT TEAM RESUMES
APPENDIX C. AFFIDAVIT OF NON -COLLUSION BY CONTRACTOR
Economics Strategy Stakeholders Sustainability
www.newgenstrategies.net
INTRODUCTION
NewGen Strategies and Solutions, LLC (NewGen) is a
management and economic consulting firm specializing in
serving the utility industry and market. NewGen primarily serves
public sector utilities and provides nationally recognized
expertise in strategic planning, utility cost of service (COS) and
rate design studies, depreciation and appraisal studies, litigation
support for state and federal regulatory proceedings, utility
business and financial planning, and stakeholder engagement for
electric, water, wastewater, solid waste, and natural gas utilities.
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
0000'
;�- NewGen applies our
Q
se and delivers higholutions through ournd integrated marketctives, resulting inve decision-makingimplementation
NewGen was created by consultants who are dedicated to our
client's mission and recognized as experts in our respective fields of service. "Thoughtful
Decision Making for Uncertain Times" succinctly describes our capability to provide our clients
solutions and recommendations tempered with our keen insight into the growing role of
stakeholders, resource
availability, environmental
concerns, cost of providing
utility services, and
economic conditions. This
ensures an integrated
approach to delivering our
products and services.
NewGen employs 42
professional and
administrative staff, with
10 ownership members
(e.g. Directors), and a
Board. NewGen's offices
are located nationwide.
Rod Walker and Associates
NewGen has included Rod Walker and Associates (RWA) as a strategic teaming partner on this
project. NewGen, its staff on this project, and RWA have a long, proven history of working
together for municipal utilities and natural gas systems. RWA provides utility and natural gas
industry executives with technical expertise and business acumen combined with executive
management experience to lead organizations and serve as a trusted advisor to clients in the
energy industry domestically and worldwide. RWA has been included in our proposal to provide
natural gas utility operational and compliance subject matter expertise.
Thoughtful Decision Making for Uncertain Times 3
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
Understanding and Approach
The City of Vernon is requesting support for its Natural Gas Utility and, specifically, financial,
operational, and regulatory compliance services. The Natural Gas Utility is operated to maximize
efficiency and optimize its current staff for ongoing operational needs. As periodic, intermittent,
or specialized expertise and capacity is required, the Utility augments its internal staff with
consultants or outside expertise. This strategy maintains efficiencies, keeps internal costs
competitive, and ensures the proper expertise and experience is available and applied when
needed. NewGen's approach to the scope of work and requested services is flexible, provides
the required expertise, applies our institutional knowledge of Vernon's Public Utilities
Department (VPU), and tailors the experts to meet VPU's needs.
Local Knowledge and Experience with VPU: Our project manager has institutional knowledge and
experience with VPU gained over the past six years, with multiple utility projects in addition to
extensive California utility market experience in strategic planning, stakeholder engagement,
rate making, and financial planning. We are familiar with VPU's unique customer base of
commercial and industrial customers and your mission to have the lowest rates in the state by
2030.
Integrated Strategy, Finance and Compliance Expertise: the NewGen Team includes a unique
integration of expertise and experience including all three Service Areas: Financial, Strategy, and
Compliance. Furthermore, our Team has proven experience working together implementing the
same work as identified in the three Service Areas in California. By integrating the expertise in
each of the Service Areas in each of the tasks and overall effort, our proposal will deliver added
value and further ensure the proper recommendations and a successful implementation. For
example, our strategy lead has deep experience in both strategy and rate making and plans to
include our natural gas utility operations and compliance lead in the strategic planning effort for
added technical expertise and insight.
Tailored and Flexible Experts that Align with VPLI's Needs: We have specifically tailored and
selected our team members to provide the best expert, with deep California utility experience,
to meet VPU's needs as outlined in the scope of services. NewGen has extensive experience and
expertise with rates and strategic planning in the California municipal market. In addition, we
have included our long-term strategic teaming partner, Rod Walker Associates, to integrate deep
technical expertise, experience with the California natural gas regulatory environment, and
national expertise with gas utilities, audits, operational assessments, and strategy.
SCOPE OF WORK
The Tasks below are summarized by the Service Areas as defined in the scope of services.
NewGen is proposing on all Service Areas; however, we understand that VPU may select multiple
vendors or separate vendors for each Service Area. NewGen does not require selection for all
three Service Areas for the below scope of work or related cost estimates to remain valid.
NewGen is available to work on individual or all Service Areas.
4 Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
Service Area 1: Financial Services
Financial Services will include three key services: financial forecast/rate making, income/expense
monitoring, and support for wholesale gas purchasing/agreements. NewGen has assumed the
Service Area 1 tasks and ongoing financial, budgetary and financial monitoring related services
to include one year from the execution of the contract or notice to proceed. NewGen
recommends the following tasks for Service Area 1.
Task 1: Kickoff Meeting with VPU and Data Request
NewGen recommends an onsite kickoff meeting to serve the entire effort and all tasks or Service
Areas. The purpose of the meeting would be to develop and confirm a more detailed schedule
with input from VPU, define communication protocols and frequency, identify the key points of
contact for each Service Area or Task, and discuss initial data needs. A key discussion during the
kickoff meeting will focus on VPU's critical needs and overall goals for the project. Additional
elements of the project to be discussed include: Strategic Planning team; prioritization of
financial, strategy, and compliance work; and timing for compliance software integration.
NewGen also plans to demonstrate and illustrate our modeling capabilities and eventual use by
VPU. While NewGen will lead the development, maintenance, and update of all models as
needed by the Tasks included in this proposal, VPU will have the ability to utilize the models
during the project and in a real-time basis as models are developed and applicable. For example,
as the financial forecast model and budgeting tool is developed, VPU will have access and can
run their own scenarios or reporting as needed during the engagement.
Based on outcome of the kickoff meeting, NewGen will develop an initial data request to support
the efforts of each Service Area or refine and stage the data requests aligned with VPU's
priorities, goals or immediate needs for the project. This data request will likely include VPU
accounting information and data, plant data, customer contracts, wholesale/gas provider
contracts, prior regulatory audits, existing SOPS/documentation, and/or any marketing plans.
Task 2: Financial Forecast and Cost of Service
NewGen will develop a Microsoft Excel -based gas utility financial model based on the utility's
budgeting system and accounts to support periodic updates and alignment with the COS and
models. The financial model will forecast revenues by customer class and expenses for five years
(or other planning period as determined in the kickoff meeting) to evaluate potential rate, debt,
gas market costs, regulatory, operational, or capital impacts. A key element to guiding the
financial model and eventual revenue requirement for the COS will be the selection of key
financial metrics such as cash reserve targets, debt to cash funded capital, and debt service
coverage ratios. These metrics will inform financial decisions and drive financial decisions or
scenario analyses in the model.
Our model includes a dashboard designed to manage, manipulate, and evaluate large amounts
of data. The dashboard easily conveys the key financial metrics, consumption changes, customer
impacts, and rate structures to customers, staff, and Boards. The dashboard allows us to quickly
perform scenario analyses which provides VPU flexibility in determining the appropriate mix of
Thoughtful Decision Making for Uncertain Times 5
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
rate changes, capital projects, and debt issuances to meet budgetary or capital constraints and
to support utility decision making. The customized tools allow for dynamic and complete analysis
of the various aspects of the Study and produce easy to understand tables and graphs that aid
VPU in communicating to various stakeholders engaged in the project. During the model
development process, designated utility staff will be included in periodic progress updates and
provide feedback on draft versions of the model. The results of the financial model will be
summarized in a report and presented to VPU staff.
The model will include a Proforma operating results worksheet, a balance sheet, the
aforementioned dashboard, capital improvement plan sheet, debt service schedule, and up to
six (6) scenarios as defined by VPU. The scenario analyses could be a key element in evaluating
any prior prepaid or bond financed gas purchase contract risks, financial performance, or
management over time. As this financial model is based on VPU's budgetary system and chart
of accounts, it will also serve to facilitate the development of VPU's annual gas enterprise budget
as noted in Task 4.
NewGen will work with VPU management and staff to select a single historical or budgeted year
with known and measurable adjustments as an appropriate test year (TY) Revenue Requirement
to use as the basis for the COS. An average of multiple forecasted years (e.g., 2021-2025) could
also be used as the basis for the TY Revenue Requirement and will be discussed during the kickoff
meeting. The use of pass-through/commodity charges and capital/financing plans will also
significantly influence the selection and calculation of the TY Revenue Requirement. We propose
the cash approach to develop the TY revenue requirement for the basis for the COS. The cash -
based revenue requirement represents all cash -based costs that must be recovered through the
VPU's gas utility rates. This includes the cash needs to achieve debt service coverage ratios, a
reasonable margin for operating reserves, cash funded capital improvements, and adequate
inventories.
After completing the TY Revenue Requirement there are three key steps to completing the COS:
1) unbundle or functionalize the revenue requirement into utility functions (e.g.,
production/storage, transmission, distribution, and customer), 2) classify costs (e.g., commodity,
demand, customer related), and 3) allocate the costs to the customer classes. Included
throughout the three steps of the COS is the creation of allocation factors to support the
allocation of shared costs to different functions or classifications and the eventual customer class
allocation factors to allocate the final COS to each customer class.
Once the detailed TY Revenue Requirement has been established, the amount is assigned to the
production, transmission, distribution, and customer functions. Assignments are made either
through direct assignments or other allocation methodology. The functionalized and classified
TY revenue requirement is then allocated to each of the rate classes using various customer class
allocation methodologies. These allocation methodologies, or allocators, are developed in
alignment with the cost classification. For example, production demand costs are often allocated
utilizing the customer's contributions to system demand, such as average and peak demand
method, and commodity costs are often allocated by customer class total gas consumption. The
total COS allocated costs to each customer class will be compared to TY revenues for each
6 Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
customer class to determine COS based adjustments needed. The illustration below summarizes
the process.
Component A Component B Component
�I I
Work Papers for supporting adjustments and allocations are included in the COS model for
reference. These Work Papers generally include TY adjustments and supporting calculations,
such as customer class contributions to system load and peak demands, minimum system
calculations for customer and demand classifications of the Distribution costs, asset -related data,
and/or purchased gas cost breakdown. A Work Paper will also likely be created to provide a
calculation for the commodity pricing and pass through. Our unbundled COS model structure
will quickly and easily provide and track the detailed components to create base rates,
commodity gas cost adjustment rates, and public benefits charge pass throughs, if or when
desired. The COS and financial models will be provided to VPU for their use, if desired.
Task 3: Rate Making, Tariffs, and Support Customer Contracts/Agreements
NewGen will develop a rate and revenue model as well as rate comparison sheets to assist in the
development of rates and ensure that proposed rates provide sufficient revenue recovery. To
support the development of recommended rates, we will include benchmarking to SoCalGas
retail rates to ensure competitive rates for VPU and align with the Utility's Mission. After
completing the recommended rates, the revenue adequacy of the new rates will be proven by
forecasting and calculating the annual rate revenue generated for each customer class and
comparing it to the class and total system COS. Average bills and full customer class related
impacts for each class will automatically be calculated to compare existing, COS -based, and
recommended new rates. These models have proven effective in communicating VPU's
competitive position in prior Electric Utility COS work with VPU.
The results of the initial rate design will be presented and discussed via web -based conference
call with VPU management and staff. Based on feedback from the rate review we will revise or
provide an optional or alternative rate design strategy such as a phase -in of rate changes or
adjustments in customer/demand/consumption rate components. The rate design model will be
delivered to VPU for their ongoing and future use, as needed.
Thoughtful Decision Making for Uncertain Times 7
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Task 4: Support Gas Accounting and Budgeting Activities
For Task 4 the NewGen Team plans on leveraging the financial model developed in Task 2 that is
based on the VPU budgeting system. As that model is used to develop the revenue requirement
for the gas system and related forecast, we will also use it to track the budget to actual
performance of the utility. NewGen is a market leader in model development and will ensure
the model is easy to use and quickly integrates VPU's existing enterprise software systems. The
model will track budget to actual and automate updates/uploads of data as it is available from
VPU. The dashboard included in the initial development of the financial model will be augmented
to also provide budget to actual evaluations and assessments of performance. VPU will have
continuous access to the model and NewGen can host the model on a cloud server for VPU staff
to ensure the most recent model and data is always available to the client.
Similar to tracking budget to actual performance for VPU, the NewGen team further plans to
leverage the work in Task 2 to facilitate the development of the gas systems annual budgets for
a planning period as needed by VPU (e.g., 5 years). This comprehensive, dynamic tool will allow
for the development of the revenue requirement, an initial budget, tracking of monthly budget
to actuals, and "proforma" types of analyses such as adjusting dashboard variables (e.g., capital
investment schedules, natural gas price forecast, debt issues, consumption, etc.). The financial
model will provide multiple staff and departments insight into the gas system's current and
projected performance and financial key performance indicators. Examples of prior models are
included below.
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CITY OF VERNON
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Finally, Task 4 will include the development of a separate model to monitor, track, and calculate
monthly commodity costs, rates, and Purchased Gas Adjustment to pass through to VPU's
customers. The model will ensure total cost recovery, include the effect of timing differentials
for cost incurrence/forecasted consumption/historical revenues received. The model will
account for spot purchases, long term contracts, monthly indexes, and bond financed prepaid
gas where applicable. Integrating the timing and multiple sources for gas procurement is a key
component to ensuring VPU is properly recovering all costs associated with the acquisition and
delivery of the gas commodity to customers. The model will also help inform the financial
departments and leadership's decisions regarding cash reserve levels and possible rate
stabilization for the commodity adjustment rate.
Task 5: Support Wholesale Gas Transactions and Agreements
For Task 5, the NewGen Team will facilitate, support, and augment VPU staff as needed to resolve
technical issues or terms/conditions with gas marketers, monitor SoCalGas tariffs for changes,
provide a liaison to Resource Planning for power generation support, and analyze/tailor NAESB
contracts for current and proposed gas purchases. The NewGen Team has significant and direct
experience with municipal gas utility contracting, contract review, and optimization of
terms/conditions to benefit or project our clients.
To begin Task 5, we will collaborate with VPU staff and review existing and recently proposed
contracts to gain a common understanding of the gas system's current position. We will compare
the current state at VPU to industry benchmarks and our prior experience to identify any risks,
gaps, or issues to address. We will apply lessons learned from past client work to VPU to improve
the gas system's position where possible. Where issues are identified, we will develop a template
for future gas contracting, including best practices and recommendations to mitigate risks or
manage the contract issues in the future. This template and memo report will also include
recommendations for tailoring or analysis in support of applying NAESB standard contracts.
To support ongoing VPU operations in the electric and gas utility, we will monitor SoCalGas's
tariffs for any changes and impacts to operations and costs at each utility. In our fee estimate,
we have assumed approximately one hour per month for one year to review SoCalGas's tariff and
identify and impacts to VPU. Furthermore, we will act as a liaison from the gas system to
resource management to apply our expert insight in the natural gas and power supply markets
with the goal of reducing costs and improving operations where possible in gas procurement.
NewGen has significant experience supporting larger utilities or power agencies in gas and power
procurement strategies and operations. We will apply lessons learned and best practices from
those effort to remain efficient and effective at VPU. In providing ongoing support for VPU, we
have assumed an average of approximately four hours per month for one year for ongoing
coordination with the resource management group.
Service Area 2: Business Development Services
Business Development Service includes development of a VPU Gas strategic plan, support of
marketing efforts, customer acquisition support, and equipment acquisition support.
Thoughtful Decision Making for Uncertain Times 9
CITY OF VERNON
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Task 6: Strategic Plan
The NewGen Team proposes to develop a Strategic Plan for VPU's gas utility that aligns with the
broader Mission of VPU and the goal to have the lowest rates in California by 2030. We plan on
utilizing a national and local market scan of the utility and municipal natural gas business
environment, facilitating a strengths, weaknesses, opportunities, and threats (SWOT) analysis,
developing key plan elements (as seen in the Strategic Plan illustration below), and prioritizing a
tactical action plan that will include a tactical marketing plan. Both our Project Manager and key
support experts have national utility market experience, and significant experience with the
California market and natural gas utilities.
The first step in developing the strategic plan for VPU's natural gas system is to identify the
Strategic Destination, or where VPU's gas system desires to be in 10 years (aligned with the
broader Mission of VPU). After identifying the Strategic Destination, we will identify the key
Issues we need to address to achieve or reach that Strategic Destination. It is expected one of
the key Issues will be the Marketing Plan. Strategies and Tactics are then developed for each
Issue to create the Tactical Action Plan and resolve each of the Issues identified. The Plan will be
a living document and we recommend updating or refreshing the Plan every two to three years
as different elements of the Plan are completed, or progress is made.
In developing the Strategic Plan, NewGen will:
■ Provide a comprehensive Plan and document reflecting the changing conditions, Strategic
Destination, and Tactical Action Plan for achieving the destination for VPU's gas system
■ Further link the VPU's broader strategy to the gas system and develop tools to ensure VPU's
gas system aligns all levels of the organization with the Plan.
■ Engage stakeholders periodically for feedback on VPU's gas system progress, future issues,
plan elements, and final updated Plan.
NewGen's approach to VPU's gas system Strategic Plan includes development of the Plan,
engaging internal and external stakeholders, and development of implementation tools.
NewGen's approach utilizes an internal VPU core planning team (CPT) of approximately 5-10
individuals, workshops with the CPT for plan development/refinement, and an external
10 Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
stakeholder advisory panel or board workshops for feedback on the plan and refinements. The
external stakeholder advisory panel can utilize an existing panel or group that VPU routinely uses
for feedback and insights on VPU's strategic efforts.
The overall process and work plan includes four, half -day (4-5 hour) workshops for the
development of the Strategic Plan with the CPT. There are three external stakeholder workshops
scheduled for approximately two hours each for feedback on the plan as it develops. NewGen
intends and suggests that the external stakeholder workshops be scheduled the day prior to or
the day after the internal CPT workshops to maintain efficiency and costs for the project.
Task 7: Market and Customer Service Support
Task 7 includes general marketing and customer support, including general support for VPU's
marketing efforts, maintaining customer rate/utility cost comparison models, evaluation of
customer acquisition economics, and supporting equipment acquisition. The NewGen Team will
provide general marketing support on an as -needed basis; however, we have assumed
approximately eight hours per month of general support for one year in our fee estimate.
To initially support marketing efforts, the NewGen Team will perform a review of marketing and
customer service plans, customer satisfaction survey results/trends, existing customer
acquisition practices (e.g., line extensions), communication plan(s), and benchmarking
information where available to gain a general understanding of VPU's current and past efforts.
Given the large commercial and industrial customer base in Vernon, we expect the ongoing
general marketing support to focus on aligning/implementing the strategic plan developed in
Task 6 to marketing activities, marketing collateral, communications, data for key account
representative's use, and support for economic development/customer acquisition.
Other services included in Task 7 are maintaining or enhancing the customer savings comparison
and benchmarking templates or models. This will provide valuable data for key account
representatives and/or economic development pursuits of new customers. Similarly, we will
evaluate customer connection economics (e.g., line extensions) in pursuit of new customers or
existing customer expanding services. NewGen proposes developing a model (or enhancing one
currently available) that will quickly and consistently analyze customer connections for VPU.
Service Area 3: Compliance Services
Compliance services will focus on regulatory compliance efforts, pipeline safety compliance,
audits, threat and risk assessments, and development of standard operating procedures.
Task 8: Support Pipeline Safety, Regulatory Audit, Compliance & Pipeline Integrity Management
Included in Task 8 is general audit support, supporting the preparation for audits and inspections,
ongoing support for compliance, and an evaluation/gap analysis of existing VPU audit processes.
This evaluation also includes evaluating the pipeline integrity management programs for
opportunities to improve or streamline the process. To kickoff Task 8, Rod Walker and the Project
Manager will hold an onsite meeting to review the current compliance conditions and VPU staff
concerns. To facilitate the general audit support and preparation, the NewGen Team will
Thoughtful Decision Making for Uncertain Times 11
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
perform a review and evaluation of VPU's current audit processes, including a jurisdictional
review, audit of manuals and related documents, and ongoing support for DOT-PHMSA and/or
CPUC audits. The jurisdictional review will include the identification or confirmation of regulated
assets and applicable requirements of Title 49, Parts 191, 192, and 199 CFR with granularity at
the Subpart and Section level. Some subparts may not be applicable. The NewGen Team, with
input from VPU, will determine which subparts are not applicable. Subparts that are not
applicable will be properly documented as such in the Compliance Summary Report. The review
and report will include the following: a table of VPU's assets identifying regulatory status, a
compliance matrix, and a prioritized report of findings, gaps, recommended mitigations, and
process improvements.
The NewGen Team will also audit existing manuals, forms, procedures, plans, and a sampling of
records to ensure they meet or exceed the requirements of Title 49, Parts 191, 192, and 199 CFR
to ensure VPU auditable compliance with these requirements. Assessment will include, but are
not limited to:
■ Drug and Alcohol Testing Operator Qualification
■ Emergency Plans ■ Public Awareness
■ Operations & Maintenance
In addition to the above assessment areas, the NewGen Team will evaluate the transmission and
distribution pipeline integrity management program to identify best practices and opportunities
to streamline the process and programs. Specific efforts will include:
■ Transmission pipelines:
• Conduct Threat Assessment/Risk Assessment in accordance with ASME 831.85-2004 for
identifying and evaluating system threats, collecting pipeline and system data and a risk
ranking methodology.
• Identification of additional metrics to determine program effectiveness. (VPU's pipeline
has not experienced any incidents of the threats identified in Part 192, making these
traditional metrics inadequate to capture whether Vernon's program is effective in
assessing and evaluating the integrity of each covered segment.)
■ Distribution pipelines:
• Conduct Threat Assessment/Risk Assessment
• Develop process separate from the Simple Handy Risk -Based Integrity Management Plan
(SHRIMP) to evaluate system threats and rank risks
• Identify measures to reduce the risk of distribution pipeline failures
The NewGen Team shall provide Mitigation and Improvement recommendations and other
recommendations as needed for each of the above noted areas in the assessment. We realize
that the programs listed above may or may not need improvement until the assessment and gap
analysis is performed. We also recommend that the effort and estimated costs to make program
improvements be revisited after the gap analysis is complete and adjusted accordingly. The
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NATURAL GAS SUPPORT SERVICES
NewGen Team will hold a draft Compliance Summary Report review onsite with VPU staff and
representatives. Based on feedback and insights from VPU, a final report will be delivered. The
time and cost estimates listed for such work in this proposal are based without any knowledge
of the condition of VPU's programs and are based on an average cost of bringing each program
into compliance based on previous projects the NewGen Team has worked on.
During the course of the assessment and gap analysis and completion of the report, the NewGen
Team will provide general support in the preparation and development of DOT-PHMSA or CPUC
audits and inspections. Our experts will facilitate the preparation for audits with VPU staff,
review necessary documentation and records, and support the audit process throughout the
term of the project.
Task 9: Facilitate and Develop Standard Operating Procedures and Support Compliance
Software Implementation
From the review of the manuals and procedures listed above in Task 7, NewGen will take the gap
analysis of compliance areas needing attention related to processes, procedures, and manuals
and leverage its deep natural gas operations experience to identify changes that need to be made
to each as appropriate. The suggested changes will meet the balance of clear processes and
procedures that can be used by VPU staff in daily tasks while meeting State and Federal
regulatory requirements. NewGen will review the list of suggested changes with VPU to gain
consensus and then make the appropriate changes and/or assist VPU staff with these changes.
Additionally, NewGen subject matter experts will assist VPU staff in the identification, selection,
and implementation of compliance management software that have been proven at utilities to
provide a user-friendly system for tracking and maintaining compliance activities.
WORK PLAN
Our work plan is straight forward and ensures collaboration, coordination and integration across
all tasks. The more detailed tasks descriptions are included in the Scope of Work. Tony Georgis,
the project manager, will lead and coordinate the entire effort and remain the key point of
contact for all Service Areas. In addition, Mr. Georgis is an expert in financial forecasting,
modeling, COS, and strategy. He will play a key role in the first two Service areas to maintain
institutional knowledge of VPU and the project. Mr. Georgis will be assisted by Brown Thornton,
who has similar expertise and has been involved with similar compliance efforts and natural gas
utility strategy work. The three Service Area leads were selected to align best with VPU's and the
project's needs. The three leads and the Project Manager and Assistant Project manager all have
nearly a decade of experience working together on similar efforts at NewGen.
In addition to key experts and team members integrated throughout the three Service Areas, the
Project Team will maintain weekly internal coordination meetings across the key leads on the
team. The NewGen Team will also maintain bi-weekly calls with VPU to maintain consistency
across the different tasks and efforts and keep the client informed on progress, any data needs,
and results as applicable. After the kickoff meeting, and the initial schedule of key deliverables
is drafted, we will set the bi-weekly coordination calls.
Thoughtful Decision Making for Uncertain Times 13
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
FEES AND COSTS
... .
all .
Service Area 1: Financial Services
Task 1: Project Kickoff
$9,850
$3,025
$12,875
Task 2: Financial Model and COS
$38,950
$1,550
$40,500
Task 3: Rate Design and Tariffs
$14,700
$1,075
$15,775
Task 4: Support for Accounting and Budgeting
$14,400
$0
$14,400
Task 5: Support Gas Contracts and Agreements
$26,350
$0
$26,350
Service Area 1 Subtotal:
$104,250
$5,650
$109,900
Service Area 2: Business Development
Task 6: Strategic Plan
$46,800
$9,275
$56,075
Task 7: Marketing and Customer Service Support
$31,800
$0
$31,800
Service Area 2 Subtotal:
$78,600
$9,275
$87,875
Service Area 3: Compliance Services
Task 8: Support Pipeline Safety/Audit
$33,250
$1,075
$34,325
Task 9: Facilitate SOP and Compliance Software
$22,000
$1,075
$23,075
Service Area 3 Subtotal:
$55,250
$2,150
$57,400
Total All Service Areas
$238,100
$17,075
$255,175
Note: all Service Area costs are based on NewGen's 2020 billinq rates.
ABILITY OF PROPOSER TO PERFORM
Project Team Qualifications
The NewGen Team and staff meet the
qualifications to perform the work as
specified in the RFP. The NewGen Team
has substantial experience navigating the
dynamic energy markets, regulatory
landscape, and business environments in
the state of California, primarily with
municipal utility clients who maintain
diligent benchmarking against the state's
Investor Owned Utilities (IOU). Our
experience includes multiple COS and
rate studies completed for municipal
utilities in California, as well as strategic
planning efforts, depreciation studies,
and performance benchmarking studies.
In addition, NewGen is supporting
multiple communities in evaluating
assets for possible acquisition from
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14 Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
California IOUs. Our work spans from working with three of the largest cities in California (Los
Angeles, San Francisco, and San Diego), to irrigation districts, to citiesjust startingtheir municipal
utility departments (Moreno Valley). The proposed NewGen Team is shown below, with an
overview of each team member's experience and qualifications. Please note the percentages of
total project hours do not add up to 100%, as the remaining minimal hours are related to
analytical support or administrative positions. Detailed resumes for individual team members
are provided in Appendix A.
Connie Cannady Tony Georgis Rod Walker Derek Klingeman
Mr. Tony Georgis brings more than 20 years of
VTVTI�a
Tony Georgis, Managing Director, experience in engineering and economic analyses for
Energy Practicethe energy, water, and waste resources industries.
Project Role: Project Manager/Strategy
His work includes various assignments for private
Lead industry, local governments, and utilities including
sustainability strategy, strategic planning studies,
stakeholder engagement, financial and economic analyses, COS and rate studies, energy efficiency, and
market research. Tony has also provided expert witness testimony in two states in multiple electric utility
proceedings. In addition, Tony has managed multiple utility COS, strategy, and financial projects in the
state of California. Tony also served as the project manager for the previous financial analysis and COS
studies for VPU and is very familiar with the utility, stakeholders, and business environment.
Mr. Brown Thornton brings over 35 years of
Brown Thornton, Director consulting experience in the energy and water
aka Project Role: Asst. Project Manager % of total project hours: 8% infrastructure markets. He specializes in
�
`` Irv,- k utility management, financial management,
rl� ' and analysis, wholesale and retail rate studies,
power supply and transmission service, and
strategic business planning for municipal and consumer -owned utility clients. Mr. Thornton
leverages his broad experience base to work with utility management and governing bodies in
engagements involving strategic planning, examination of complex issues, and decision making.
Thoughtful Decision Making for Uncertain Times 15
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
Rod Walker is an industry executive with 35
years of technical expertise and executive
Rod Walker, Executive Consultant management experience. His breadth of
Project Role: Compliance Lead experience in the natural gas industry at
70 of total project hours: 25% utilities, as a management consultant, and
engineer allows him to provide strong strategic
and tactical leadership to organizations. Mr. Walker has significant experience with all aspects of
natural gas system planning, capital planning, replacement program evaluation, and designing
and building infrastructure, as well as assessing, recommending, and implementing
organizational performance improvements addressing people, process, data, technology,
financial infrastructure, regulatory, and enterprise risk issues. Mr. Walker is an expert witness in
the states of Arkansas, California, Delaware, Rhode Island, and the District of Columbia on natural
gas industry matters.
With over 35 years of financial, managerial, and
regulatory consulting experience, Ms. Connie
Connie Cannady, Executive Consultant Cannady is an expert in the areas of utility
Project Role: COS Rate Design Lead regulation and franchising of utility services, at
1Q % of total project hours: 5% the local, state, and federal levels. Ms. Cannady
has been involved in numerous financial studies
involving water, wastewater, electric, gas,
telecommunications, and cable television providers. Ms. Cannady has been an expert witness in
numerous regulatory proceedings concerning natural gas and electric rates. She has provided
testimony participated in cases before the regulatory commissions in Texas, Indiana, Maryland,
North Carolina, Arizona, Oklahoma, New Mexico, Colorado, Alabama, and the Federal Regulatory
Commission. With respect to natural gas utilities, Ms. Cannady's experience includes both
interstate and intrastate pipeline operations and local distribution system operations.
Mr. Derek Klingeman specializes in COS and
Derek Klingeman, Staff Consultant rate design for electric utilities and provides
Project Role: Consulting Support pro forma financial analysis, valuation, and
y` % of total project hours: 31% economic impact analysis on a wide variety of
projects for NewGen. Mr. Klingeman has
5 worked extensively with large billing databases
to study usage trends, uptake in various programs, and to model the impact of proposed rate
changes. He recently graduated with a master's degree in economics from Colorado School of
Mines.
Similar Projects
City of Vernon — Cost of Service and Impact of Distributed Generation on Rate Payers
Project Team: Tony Georgis and Andy Reger
NewGen provided COS and Rate design services for the past two Electric System Rate Studies for
the City of Vernon's Public Utilities (VPU). In the first Study, NewGen developed rates that
protected the utilities' financial strength and minimized cost shifting between customer classes
16 Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
due to the adoption of conventional and renewable distributed generation technologies on the
VPU system. The focus of the Study was evaluating and projecting financial impacts of distributed
generation on the system using a ten-year financial forecast and related COS. The forecast
included a projection of customer loads, system revenues, operation and maintenance expense,
capital improvement program, debt service, City transfers, and other financial requirements of
VPU. The model allowed for selecting penetration levels of varying types of distributed
generation (e.g. conventional gas engines or rooftop solar). Subsequent to the first Study,
NewGen completed an additional COS and Rate Study in 2019 updating previous models and
financial forecasts to develop rates for a five-year period.
City of Palo Alto Utilities — Strategic Plan (Palo Alto, CA)
Project Team: Tony Georgis and Rebecca Shiflea
NewGen was contracted to facilitate the update and refresh of the City of Palo Alto Utilities'
(CPAU) strategic plan. The project updated CPAU's strategic direction and enhanced the existing
plan elements to improve organizational alignment, implementation, reporting, and overall plan
success. A key element to the project was an added focus on organizational alignment and plan
implementation tools to ensure all levels of staff are engaged, aligned with, and contributing to
the Plan. The Plan elements included the development of a strategic direction, the key priorities
CPAU must address to achieve the strategic direction, and strategies/actions to support the
implementation. The Plan development process included facilitated CPAU staff workshops,
multiple external stakeholder engagement workshops, periodic updates to the Utilities Advisory
Commission, and integration of robust organizational or employee engagement and feedback.
City of Charlottesville, Virginia — Natural Gas Cost of Service and Rate Design Studies
Project Team: Mike Lane, Connie Cannady, Derek Klingeman, and Zak Wright
The City of Charlottesville, VA retained NewGen to conduct a number of studies related to its
municipal natural gas utility. In 2016, NewGen was tasked with the development of a separate
transportation rate to be charged to a large customer that had been taking service pursuant to
an interruptible full -service rate. The primary issues were to ensure that the rate was cost based,
would continue to provide a sufficient revenue stream to the utility based on the loss of full
service load, and to provide a rate that was competitive with alternative third party transport
services. In 2018, NewGen was retained to perform a complete cost of service and rate design
study for the natural gas operations. The study included an analysis of the service activities
required distinctly for inside and outside of the city limits to determine the likely trend in cost
and infrastructure needs. In addition, the Project team developed a five-year cost of service and
rate model to provide updates with respect to the accuracy of rates approved each year given
actual customer usages, capital needs, and revised budgets. In 2019, the Project Team updated
the model to include a module for financial planning for the overall natural gas utility operations.
Puget Sound Energy — Due Diligence Review
Project Team: Rod Walker
Mr. Walker served as the Project Leader of the Gas Due Diligence team that was asked to provide
an independent review of the key areas of the gas utility, including financial condition, operations
processes, organizational performance/management review, customer service practices,
Thoughtful Decision Making for Uncertain Times 17
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
operations and maintenance practices, regulatory compliance, technical best practices and
standards, engineering, infrastructure condition, and environmental areas. From this extensive
due diligence review, the team assessed and described the existing condition of the gas utility's
infrastructure, operations, management, and technical aspects and suggested ways to optimize
performance of the assets, company operations, and personnel, including identifying any red
flags and risks associated to the Utility. The independent review identified impacts on the
financial aspects of the deal, different types of risks or opportunities, and ways to mitigate those
risks.
California Energy Commission (CEC) Energy Reliability/ Hydraulic Modeling Project
Project Team: Rod Walker
Mr. Walker continues to be retained by the California Energy Commission (CEC) to support staff
in the continuing review of the reliability of energy (natural gas and power) in California and
effect on infrastructure issues on safety and rates to rate payers and the public in general. The
support includes presentations at various CEC workshops and training and support of CEC staff
in using hydraulic modeling to evaluate the natural gas transmission backbone models of PG&E
and SoCal Gas independently for issues related to reliability of the natural gas system, especially
in light of the Aliso Canyon storage field leak and pending shutdown near the LA Basin. The CEC
staff will be called upon to answer the questions around natural gas reliability in relation to
electric power generation and integration of renewables in the state.
Aliso Canyon Technical Committee — Independent Review Team Member
Project Team: Rod Walker
Since the Aliso Canyon storage field leak in October 2015, Mr. Walker has served as an
Independent Review team member along with the Los Alamos National Labs (LANE) staff on the
Aliso Canyon Technical Committee to review the reliability of electricity and natural gas in the LA
Basin for Summer 2016, Winter 2016, and Summer 2017. The committee is comprised of major
agencies, power, and gas systems in California, including CPUC, CEC, CalSO, LADWP, and
SoCalGas. Mr. Walker, with the LAN team, produced a report and facilitated a public workshop
of analysis of the hydraulic analysis performed by SoCalGas, operator of Aliso Canyon and the
natural gas distribution system network serving the LA Basin, to support the reliability studies
titled "Independent Review of Hydraulic Modeling" in 2016, with a similar report in 2017. Mr.
Walker was also an author on a report written to analyze regulations affecting natural gas storage
fields since the Aliso Canyon event and potential alternatives to provide natural gas for the LA
Basin by the California Council on Science and Technology (CSST), along with subject matter
experts national wide.
Fairbanks, Alaska Interior Gas Utility — Utility Acquisition Support and Due Diligence
Project Team: Brown Thornton, Zak Wright, and Max Bernt
The Interior Gas Utility (IGU) was created as a public utility in 2012 with the primary objective of
providing low cost, clean burning, natural gas to customers in the greater Fairbanks North Star
Borough (FNSB). NewGen has been engaged with IGU since 2015, providing assistance on a
variety of matters relating to the startup of the natural gas utility and the purchase of Fairbanks
Natural Gas (FNG), including an existing liquefied natural gas (LNG) production facility, LNG
18 Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
storage facility, and existing natural gas distribution system. Key tasks include review and
analysis of customer conversion and demand studies, financial forecast and capital plan
modeling, development of a business plan, due diligence services for the purchase of a natural
gas utility, negotiation of a financial agreement for the purchase of FNG and initial capital
program funding, optimization studies for LNG production and storage, and preparation of a
consulting engineer's report for tax-exempt bond financing. The financial planning model
supports decision -making with scenario analysis related to rate levels, operating costs, capital
improvements, reserve levels, and debt issuances for the combined IGU-FNG utility. Due
diligence support included an independent review of FNG's governance, organization and
management, natural gas supply and pipeline contracts, LNG production, LNG facilities, LNG
transportation agreements, service territory, distribution system and operations, and historical
financial results. Current activities include assistance with the planned issuance of tax-exempt
bond financing to fund increased LNG production capacity, expansion of gas mains, and new
customer connections.
Philadelphia Gas Works — Due Diligence Review
Project Team: Rod Walker
Mr. Walker led teams that performed full due diligence of PGW, the largest municipal gas
company in the US, for two separate potential infrastructure funds who were on the short list of
potentials to invest and acquire the utility in one of the largest M&A auctions in recent US history.
The teams reviewed all aspects of the Utility, including operations, management, regulatory
compliance, maintenance, key technology to support operations, procurement, engineering, and
environmental areas. The team reviewed and reported on the condition of the operations,
management, and technical aspects of the utilities, as well as provided an assessment of assets,
and the risks to the Utility associated with the assets. The independent review included impacts
on the pro forma, different types of risks or opportunities, and ways to mitigate those risks. The
specific review targeted PGW's capital replacement program and its accompanying financial rate
rider for PGW's aging, leak -prone infrastructure, cast iron and unprotected bare steel, which are
some of the largest amounts of each in the country.
Glendale Water & Power Department — Electric Cost of Service and Rate Design
Project Team: Tony Georgis and Jill Schuepbach
NewGen has supported Glendale Water and Power's (GWP) financial modeling and cost of
service efforts since 2017. GWP is considering multiple options for replacing the aging Grayson
power plant. The NewGen team created a five-year financial forecast to assist GWP in projecting
revenues and expenses in addition to understanding the effects of the repowering project on
rates, debt, and reserve balances. The forecast model included scenario analysis and
comparisons, dashboards, and financial reporting to summarize performance, selected financial
metrics, and KPIs. The COS process and model included functionalization, classification, and
allocation of costs to each customer class. The resulting costs to serve each class were compared
to projected revenues to recommend rate changes. AMI data is also used in an innovative TOU
rate design model that includes an interactive and dynamic dashboard to select the months and
hours for the specific rate design while evaluating the expected shift in consumption and
evaluating bill impacts.
Thoughtful Decision Making for Uncertain Times 19
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
Other Representative Projects Include:
■ Alameda Municipal
Power —Strategic Plan
■ Philadelphia Gas Works —
Organizational
Assessment
■ City of Riverside —COS
and Rate Study
■ Centerpoint Energy Entex
— Expert Testimony on
behalf of Coastal Cities
Work Product Examples
■ Las Cruces, NM — Gas
Rate Review
■ Source Gas — Capital
Program and
Organizational Review
■ Anaheim Public Utilities
COS and Rate Study
■ US Dept. of Defense —
Expert Testimony in
BG&E rate case
■ Lake Apoka,FL—Gas
Utility Risk Assessment
■ Western Area Power
Administration — Strategic
Roadmap
■ Alameda Municipal
Power —COS and Rate
Study
■ Spearman, TX — Gas COS
and Rate Study
Examples of recently completed projects for both natural gas and electric utilities are provided
in Appendix B.
References
NewGen encourages the City to contact the representative professional references listed below.
These clients can speak to our ability to provide quality work similar to the services being
requested by the City.
Glendale Water and Power
Financial Forecast, COS and Rate Study
Craig Kuennen - Deputy General Manager — Business Operations
141 N. Glendale Ave., Level 4
Glendale, CA 91206
(818) 548-3369; ckuennen@glendaleca.gov
Dan Britton
Fairbanks Natural Gas, LLC 3408 International Way
Utility Acquisition Support and Due Diligence Fairbanks, AK 99701
(907) 452-7111; dwbritton@fngas.com
Mr. Sam Davis
Lake Apopka Natural Gas (LANGD) 1320 Winter Garden- Vineland Rd.
Risk Assessment and Organizational Assessment Winter Garden, FL
(407) 656-2734; sdavis@langd.org
AFFIDAVIT OF NON -COLLUSION
NewGen's completed Affidavit of Non -Collusion is attached as Appendix C.
20 Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
APPENDIX A - RESUMES
Thoughtful Decision Making for Uncertain Times
Tony Georgis
I=& Solutions President, Energy Practice
tgeorgis@newgenstrategies.net
Tony Georgis brings 20 years of experience in the consulting/utilities industry focusing on the energy, water, and
waste resources industries. He is the Managing Director of NewGen Strategy and Solutions, LLC's Energy Practice.
His work includes various assignments for utilities, local governments, and private industry, including sustainability
strategy, strategic planning studies, expert witness testimony, financial and economic analyses, cost of service and
rate studies, energy efficiency, and market research.
In support of sustainability strategy projects, Tony has developed frameworks, optimization, and decision models
for sustainability program prioritization and monetization of climate change regulatory, market, and physical
impacts. He has also been published in trade journals such as Resource Recycling, Utility Automation and
Engineering T&D and has spoken on this topic at several industry conferences.
EDUCATION
■ Master of Business Administration, Finance Specialization, Texas A&M University
■ Bachelor of Science in Mechanical Engineering, Texas A&M University
PROFESSIONAL REGISTRATIONS / CERTIFICATIONS
■ Registered Professional Engineer (PE) Mechanical, Colorado
■ Registered Professional Engineer (PE) Mechanical, Louisiana
KEY EXPERTISE
■ Sustainability 0 Financial / Economic Analysis
■ Strategic Planning ■ Cost of Service and Rate Design
RELEVANT EXPERIENCE
Sustainability, Energy Strategy, and Strategic Planning
Mr. Georgis has led and managed the development of strategic plans and Roadmaps for utilities, energy agencies
and municipal governments to guide decision making in increasing complex business environments. His strategic
planning experience includes energy, water, wastewater, and solid waste utilities in addition to local government
entities. In support of strategic planning engagements, Mr. Georgis often facilitates internal planning teams and
external stakeholder engagement activities to facilitate broad and/or targeted stakeholder input to the plans.
Strategic plan or Roadmap development typically include overarching strategic elements such as the organization's
vision/mission; tactical components such as projects and activities supporting and ensuring implementation; and
tracking/reporting tools for the organization's measurement of progress to the plan.
Mr. Georgis has also led the development of clean energy and sustainability (or CSR) plans for cities, counties and
utilities to improve triple bottom line (economic, environmental, and social) and energy performance. Mr. Georgis
utilizes an enterprise -wide approach to sustainability in order to manage regulatory, customer, and financial
demands while improving the triple bottom line. He has facilitated the development of city-wide sustainability plans,
serving as a sustainability subject matter expert while forging collaboration among internal and external
stakeholders including city/utility staff, key department managers, community representatives, utility customers,
and non-profit or non -governmental organizations (NGOs). In support of sustainability planning efforts, Mr. Georgis
has developed optimization models to prioritize and identify the "next best dollar spent" in pursuit of sustainability
Economics I Strategy I Stakeholders I Sustainability
www.newgenstrategies.net
Tony Georgis
President, Energy Practice
goals while estimating total costs to implement. He has also implemented sustainability auditing/reporting tools
such as GHG inventories/reporting and development of a utility -tailored version of the Global Reporting Initiative
(GRI).
Mr. Georgis' clients for sustainability, energy strategy, and strategic planning include:
■ City of Fort Collins, Colorado
■ Fort Collins Utilities, Colorado
■ Loudoun County, Virginia
■ Tampa Bay Water, Florida
■ City of Colorado Springs, Colorado
Cost of Service and Rate Design
■ City of Longmont, Colorado
■ City of El Paso, Texas
■ Western Area Power Administration, Colorado
■ Lakeland Electric, Florida
■ City of Palo Alto Utilities, California
In his role as senior consultant and project manager, Mr. Georgis leads numerous utility financial planning, cost of
service, and rate design projects. Specific tasks typically include the development of the revenue requirement,
functionalization of costs, allocation of costs to customer classes, review of existing customer class criteria,
evaluation of line extension and facilities charges, rate design, and transitioning of models for the client's future use.
He has also led the development of financial forecasting models to support long-term capital, expense, and revenue
budgeting and decision making. Mr. Georgis routinely facilitates workshops in support of developing utility rate
strategies or rate studies and presents study and financial recommendations to governing bodies, boards, and city
councils. Mr. Georgis' clients for cost of service and rate design include:
■ American Samoa Power Authority
■ U.S. Army; Huntsville, Alabama
■ Colorado Springs Utilities, Colorado
■ La Plata Electric Association, Colorado
■ Vernon Gas and Electric, California
■ Anaheim Public Utilities, California
■ Merced Irrigation District, California
■ Alameda Municipal Power, California
■ Glendale Water and Power, California
Economic, Financial or Market Analyses
■ Lafayette Utilities System, Louisiana
■ Farmington Electric Utility, New Mexico
■ Lubbock Power and Light, Texas
■ City of Weatherford, Texas
■ New Braunfels Utilities, Texas
■ Austin Energy, Texas
■ City of Garland, Texas
■ Benton Public Utility District, Washington
■ Arizona Public Service, Arizona
Mr. Georgis often provides technical, financial, and advisory support services for various energy and utility related
projects. He is an expert in developing financial pro formas, bond financings, performing scenario analyses, and
evaluating market conditions to support project financing or feasibility decision making. He has analyzed technical
assumptions, optimized project financing, performed scenario/sensitivity analyses, and assisted clients in bidding
processes. He has provided economic analyses of utility scale renewable energy projects, power plant fuel
conversions, LNG terminals, conventional/renewable distributed energy resources, and DSM/demand response
program benefits. Mr. Georgis' clients for economic, financial or market analyses include:
■ Terrebonne Parrish, Louisiana
■ Hawaii Gas Company, Oahu, Hawai'i
■ U.S. Army; Huntsville, Alabama
■ Water and Power Authority, US Virgin Islands
■ Solid Waste Authority of Central Ohio, Ohio
■ Freeport Container Port, Grand Bahama
Thoughtful Decision Making for Uncertain Times 2
■ Florida Municipal Power Agency, Florida
■ Austin Energy, Texas
■ CalRecycle, California
■ Arizona Power Authority, Arizona
PRESENTATIONS AND PUBLICATIONS
Tony Georgis
President, Energy Practice
■ Maryland Energy Administration, Maryland
■ ISO -New England, Massachusetts
■ Niobrara Energy Development, Colorado
■ Fort Collins Utilities, Colorado
Mr. Georgis has presented at numerous industry associations and conferences, providing training for utility staff,
and published several trade journal articles. These presentations, articles, and training have focused on utility
finance, strategic planning, market trends/opportunities, and sustainability. Mr. Georgis' presentations and
publications are displayed below.
Industry Presentations
■ Tire Industry Association Recycling Conference ■
2008: Selling Tire -derived Products to the
Architectural and Construction Markets
■ Tire Industry Association Recycling Conference ■
2009: Carbon Credits and Recycling Products
■ Energy Utility and Environmental Conference ■
2010: Evolution and Optimization of Energy
Efficiency and Smart Grid Measures
■ Tire Industry Association Scrap to Profit 2010: ■
Evolution of the Carbon Markets and
Opportunities for the Scrap Tire Industry
■ Inter -American Development Bank 2010: ■
Transportation Sustainability and Climate
Change Seminar
Global Commerce Conference 2010: Leadership
in Sustainability — Sustainability Decision
Making, Implementation and Reporting
Platts Energy Markets Webinar 2010: SEC
Guidance on Climate Change Disclosures
Association of Climate Change Officers 2010:
SEC Climate Change Disclosure Guidance
Harvard University Zofnass Program for
Sustainable Infrastructure 2011: Tools and
Frameworks to Drive the Business Case for
Sustainability
Washington PUD Association Finance Officers
2016: Balancing Aging Infrastructure, Rates,
and Residential Demand
■ University of Colorado Denver Managing for
Sustainability 2012: Regulatory Drivers for
Sustainability
Industry Publications and Articles
■ Growing Role for Demand Response in ISO Operations. Utility Automation and Engineering T&D, November 2008
■ Recycling and Climate Change: A Primer. Resource Recycling, August 2009
■ Recycling and Climate Change: Opportunities for Recycling as a Climate Change Strategy. Resource Recycling,
September 2009
3 Thoughtful Decision Making for Uncertain Times
&Solutions
Brown D. Thornton
Director
bthornton@newgenstrategies.net
Mr. Brown Thornton brings over 35 years of consulting experience in the energy and water infrastructure markets.
He specializes in utility management, financial management and analysis, wholesale and retail rate studies, power
supply and transmission service, and strategic business planning for municipal and consumer -owned utility clients.
Mr. Thornton leverages his broad experience base to work with utility management and governing bodies in
engagements involving strategic planning, examination of complex issues, and decision making.
Prior to joining NewGen Strategies and Solutions, Mr. Thornton worked for MWH Global as Vice President, Americas
Sector Leader, Energy (2 years) and R. W. Beck, Inc. (including its acquisition by SAIC) as Vice President of Utility
Consulting and Principal (20 years). Earlier in his career, he worked in operations, project management, power
delivery, and power contracts for the Tennessee Valley Authority, a major generation and transmission electrical
utility (11 years).
EDUCATION
■ Master of Business Administration, Vanderbilt University
■ Bachelor of Science in Electrical Engineering, Tennessee Technological University
PROFESSIONAL REGISTRATIONS/ CERTIFICATIONS
• Registered Professional Engineer (PE), Tennessee
KEY EXPERTISE
• Management Advisory Services
■ Business and Financial Planning
■ Strategic planning and utility management
■ System planning and contract negotiation
RELEVANT EXPERIENCE
Power Supply and Transmission Planning
■ Power Supply Planning
• Transmission Services
■ System Valuation
■ Cost of Service and Rates
Mr. Thornton has provided power supply and transmission planning supply assistance to numerous public power
systems, electric cooperatives, and private utilities. His breadth of experience includes power supply studies,
generation resource portfolio planning, financial and feasibility analysis, examining wholesale and retail rate
implications, and purchased power transaction negotiations. Transmission -related experience includes examining
transmission alternatives, obtaining transmission service arrangements and reviewing delivery point facility
requirements. Service contract experience includes reviewing and developing power supply and delivery
agreements for municipal systems and for large commercial/industrial customers.
Mr. Thornton's system planning clients include the following:
• City of Williamstown, KY
■ Clark County REMC, IN
■ Golden Spread Electric Cooperative, TX
■ Hartselle Utilities, AL
• Meriwether Lewis Electric Cooperative, TN
■ Millennium Energy, KY.
■ Mountain Electric Cooperative, TN
■ North Virginia Electric Cooperative, VA
Economics Strategy Stakeholders Sustainability
www.newgenstrategies.net
Brown D. Thornton
Director
■ Hoosier Energy Cooperatives, IN
■ Kentucky Municipal Energy Agency, KY
• Kentucky Municipal Power Agency, KY
■ Kentucky Municipal Systems, KY
■ Lee County Electric Cooperative, FL
Expert Testimony and Litigation Support
• Rayburn Country Electric Cooperative, TX
■ Southeastern Power Administration (SEPA) —
Hydropower Customer Group, GA
■ Whitewater Valley REMC, IN
■ WIN Energy REMC, IN
Mr. Thornton has offered expert testimony regarding cost of service rate design and ratemaking issues before state
and local regulatory bodies and courts. He has national experience providing litigation support regarding ratemaking
matters at wholesale and retail levels in Alabama, Florida, Indiana, Kentucky, Tennessee, and Virginia. Preparation
and support of expert testimony includes the following:
Indiana Utility Regulatory Commission (1994-1998)
■ Whitewater Valley REMC — Electric Rates
■ Harrison County REMC— Electric Rates
Kentucky Public Service Commission (1996-2002)
■ Frankfort Plant Board — Wholesale Water Sales
■ Jackson County REMC— Electric Rates
■ City of Franklin — Wholesale Water Sales
Federal Energy Regulatory Commission (FERC) (1996-present)
■ Kentucky Municipal Power Agency — LG&E/KU ■ Kentucky Municipals —Wholesale Power Contract
Elimination of MISO Transmission De-Pancaking and Formula Rates
■ Kentucky Municipals — LG&E/KU Merger
Rate and Pricing Studies
Mr. Thornton has managed the preparation of numerous cost of service and rate design studies for electric, water,
wastewater, and gas clients. His experience includes development of revenue requirements, the functionalization,
classification, and allocation process, and design of cost -based rates. He regularly instructs or presents materials
related to ratemaking including rate and revenue planning, cost allocation, and rate design. The bulk of recent rate
work includes preparation of unbundled rate studies, competitive rate comparisons, development of market -based
rates, and analysis of distribution service charges as a separate component. Mr. Thornton's financial management
clients include:
■ AMP -Ohio (and Member Systems), OH
■
Huntsville Utilities, AL
■ Arizona Public Service Company, AZ
0
Illinois Municipal Electric Agency, IL
■ Berea College Utilities, KY
•
Indiana Municipal Power Agency, IN
■ Buckeye Power Cooperative, OH
■
ISO -New England, MA
■ City of Bardstown, KY
■
Jackson County REMC, IN
■ City of Franklin, KY
■
Johnson City Power Board, TN
■ City of Madisonville Municipal Utilities, KY
■
Meriwether Lewis Electric Cooperative, TN
■ City of St. Charles, IL
■
Navajo Tribal Utility Authority, NM
■ City of Williamstown, KY
0
New Hampshire Electric Cooperative, NH
■ Clark County REMC, Indiana
■
Northern Virginia Electric Cooperative, VA
Thoughtful Decision Making for Uncertain Times 2
■ Decatur Utilities, Alabama
• Duck River EMC, TN
• Frankfort Plant Board, KY
• Georgetown Municipal Water and Sewer Service,
KY
■ Harrison County REMC, IN
■ Hoosier Energy Cooperatives, IN
• Humboldt Utilities, TN
Financial Management and Analysis
Brown D. Thornton
Director
• Rayburn Country Electric Cooperative, TX
• Southeast Power Administration (SEPA) — Hydro
Power Customers, GA
• Wabash Valley Power Association, IN
■ Warren RECC, KY
■ West Tennessee Correctional Facility, TN
■ Whitewater Valley REMC, IN
• WIN Energy REMC, IN
Mr. Thornton has managed preparation of long-range financial plans for utilities, including analysis of operating and
capital requirements and evaluation of alternative sources of funds for planned debt financing. Other financial
services include assistance relative to the development of annual operating budgets, capital improvement plans, and
economic feasibility studies. Mr. Thornton's financial management clients include:
■ Clark County REMC, IN ■ Lawrenceburg Power System, TN
■ Columbia Power System, TN 0 Upper Cumberland Gas Utility District, TN
• Glasgow Electric Plant Board, KY
Strategic Business Planning
Mr. Thornton assists clients in the development of comprehensive business plans, including complete analysis of the
company and its external operating environment, as well as strategy recommendations for each functional business
area. The breadth of Mr. Thornton's project experience includes the following:
■ Business Planning — Based on information gathered from external and internal sources, he provides assistance
in the development of comprehensive business plans that incorporate mission statements, goals and
objectives, implementation strategies, program description and approach, marketing plan, staffing and
equipment needs, training, and projected financial results.
■ Benchmarking Studies — Conducts benchmarking activities for utilities, including an examination of key
business processes and methods of operation. Best practices are identified and used to establish goals for
improvement and to measure progress over time.
■ Technical Requirements — Investigates specific industry practices, including analysis and interpretation of
results for complex business and organizational processes.
Mr. Thornton's strategic planning clients include:
• American Municipal Power, OH
■ Buckeye Rural Electric Cooperative, OH
■ Delaware Municipal Electric Corporation, DE
■ Harrison County REMC, IN
■ Lee County Electric Cooperative, FL
• Michigan South Central Power Agency, MI
• Nashville Electric Service, TN
Process Review and Organizational Studies
Mr. Thornton works closely with utilities nationwide and is familiar with wide-ranging issues affecting utility services.
He has conducted comprehensive reviews for utilities, including management, staffing, operational practices,
3 Thoughtful Decision Making for Uncertain Times
Brown D. Thornton
Director
financial planning, and capital improvement plans. Mr. Thornton assists clients in functional and technical reviews
of organizational systems, processes, and communication practices and in the implementation of recommended
changes.
Mr. Thornton's organizational management clients include:
■ Berea College Utilities, KY
■ Buckeye Rural Electric Cooperative, OH
■ City of Madisonville, KY
• Hartselle Utilities Board, AL
• Harrison County REMCo, IN
WORKSHOPS AND PRESENTATIONS
• Jay County Rural Electric Membership
Corporation, IN
■ Lenoir City Utilities Board, TN
■ Meriwether Lewis Electric Cooperative, TN
• Warren Rural Electric Cooperative Corporation, KY
Mr. Thornton has given numerous presentations and participated in training and workshops in several states. These
activities have focused on power supply, strategic planning, cost of service, ratemaking, and competitive issues.
Selected topics Mr. Thornton presented are displayed below.
Electric Utility Consultants, Inc.
■ Introduction to Cost of Service Concepts and
Techniques for Electric Utilities — 2-day Course
taught semi-annually
Various Utility Clients
■ Direct Access and Unbundled Rates
■ Dynamic Rates
■ Introduction to Rate Design for Electric Utilities —
2-day Course taught semi-annually
■ Time of Use Billing
■ Cost of Service and Rate Strategy with AMI Data
New Hampshire Electric Cooperative
■ Two-day strategy and training program pertaining to rate design and cost of service
Indiana Rural Electric Cooperatives
■ Strategic Planning Workshop ■ Cost of Service and Rate Design
■ Power Supply Planning
Kentucky Municipal Systems
■ Review of Power Supply Alternatives
■ Joint Action Agency Workshop
■ Financial Forecasting and Rate Planning
■ Cost of Service and Rate Design
TVA Distribution Systems (Tennessee, Kentucky, Alabama, Virginia)
■ Power Supply Planning Workshop ■ Examination of Transmission Services and
• Overview of the Power Industry Alternatives
• Fundamentals of Power Supply Planning ■ Understanding Electric Utility Operations
• Generation Technologies and Operational Issues ■ Determining a Utility's Fair Market Value
• Effects of a Transition in Power Supply Sources
Thoughtful Decision Making for Uncertain Times 4
Rod Walker
Solutions Affiliate Member/Executive Consultant
rwalI<er@newgenstrategies.net
Mr. Rod Walker is an affiliate member and consultant of NewGen Strategies and Solutions.
Rod Walker is an industry executive with 35 years of technical expertise and business acumen, combined with
executive management experience leading organizations and serving as a trusted advisor to clients in the energy
industry domestically and worldwide. His breadth of experience in the natural gas industry at an investor -owned
gas utility and two municipal utilities, combined with his engineering background and management consultancy
work, allows him to provide strong strategic and tactical leadership to organizations to evaluate and provide
technical and business solutions to issues they face. Mr. Walker has significant experience with all aspects of natural
gas system planning, capital planning, replacement program evaluation, and designing and building infrastructure,
as well as assessing, recommending, and implementing organizational performance improvements addressing
people, process, data, technology, financial infrastructure, regulatory, and enterprise risk issues. Mr. Walker is an
expert witness in the states of Arkansas, California, Delaware, Rhode Island, and the District of Columbia on natural
gas industry matters.
EDUCATION
■ Bachelor of Science in Civil Engineering, Clemson University
KEY EXPERTISE
Mr. Walker has extensive experience in the following areas of the Natural Gas Industry:
■ C-Level Advisory
■ Hydraulic Modeling
■ Imbedded Management team member to • Regulatory Compliance
address Company issues ■ System Modeling and Reliability
■ Due Diligence/Merger & Acquisition (M&A) ■ Data Collection Practices
Advisory
• Capital Improvement Program Review
■ Organizational Structure/Issues Review
■ Process and Procedures
■ Technology to support Operations i.e. GIS, CIS,
Mobile Workforce, Asset Management systems
■ Safety Culture and Risk Mitigation
■ Engineering Standards
■ Financial including Probability and Sustainability ■ Procurement
■ Enterprise Risk Assessment ■ Construction Practices
■ Infrastructure Condition
RELEVANT EXPERIENCE
• Operations and Maintenance
Lake Apopka, FL Natural Gas District I Gas Utility Risk Assessment
Mr. Walker's team performed an Operations, Engineering and Management Risk Assessment for LANGD. The
objective was to provide an outside independent review of the utility's operations in order to give a high-level view
of the overall health of the utility's operations, including its infrastructure and the utility's abilityto operate, maintain
and sustain the system safely and prudently. The team was also tasked with identifying exposures to operations risk
including identifying risks to public, employees, infrastructure and company, identify potential problems, perform
comparative bench marking/best practices with peer utilities and make recommendations for remediation including
potential solutions and suggested timeframe to mediate. Our recommendations were presented in report form and
served as a basis for new LANGD initiatives to improve the operations of the utility.
Economics Strategy I Stakeholders Sustainability
www.newgenstrategies.net
Rod Walker
Affiliate Member/Executive Consultant
Knoxville TN Utilities Board I Gas Utility Risk Assessment
Mr. Walker's team performed an Operations, Engineering and Management Risk Assessment for KUB. KUB
requested an outside independent review of the utility's operations in order to give a high-level view of the overall
health of the utility's operations, including its infrastructure and the utility's ability to operate, maintain and sustain
the system safely and prudently. The team was also tasked with identifying exposures to operations risk including
identifying risks to public, employees, infrastructure and company, identify potential problems, perform
comparative bench marking/best practices with peer utilities and make recommendations for remediation including
potential solutions and suggested timeframe to mediate. The recommendations were presented to KUB leadership
and served as a basis for new KUB process and organizational initiatives to improve the operations of the utility.
Rocky Mount, NC Utilities I Gas Utility Risk Assessment
Mr. Walker's team performed an Operations, Engineering and Management Risk Assessment for the City of Rocky
Mount NC's Gas Utility. The objective was to provide an outside independent review of the utility's operations in
order to give a high-level view of the overall health of the utility's operations, including its infrastructure and the
utility's ability to operate, maintain and sustain the system safely and prudently. The team was also tasked with
identifying exposures to operations risk including identifying risks to public, employees, infrastructure and company,
identify potential problems, perform comparative bench marking/best practices with peer utilities and make
recommendations for remediation including potential solutions and suggested timeframe to mediate. Our
recommendations were presented in report form and served as a basis for new initiatives to improve the operations
of the utility.
Contanda Terminals (formerly Westway Group) I Contract Management -VP -
Engineering and Construction
Hired to turn around the engineering and construction group within Westway Group, which overran projects
previously from $40 million to $90 million with focus on changing people, process and data. E&C group now stable
and projects are being executed in an industry best practices manner with projects ($20-29 million annual). Since
Mr. Walker took the helm, all projects were on time and within budget. Initially hired as Interim position then hired
as fulltime member of management team with equity position in company.
Aliso Canyon Technical Committee I Independent Review Team Member
Since the Aliso Canyon storage field leak in October, 2015, Mr. Walker has served as an Independent Review team
member along with the Los Alamos National Labs (LANE) staff on the Aliso Canyon Technical Committee to review
the reliability of electricity and natural gas in the LA Basin for the Summer 2016, Winter 2016 and currently is
reviewing the outlook for the Summer 2017. The committee is comprised of major agencies, power and gas systems
in California, including California Public Utilities Commission (CPUC), California Energy Commission (CEC), California
Independent System Operator (CaISO), Los Angeles Water and Power District (LAWPD) and Southern California Gas
Company (SoCalGas).
To this end, Mr. Walker, with LANL team, has produced a report and facilitated a public workshop of analysis of the
hydraulic analysis performed by SoCalGas, operator of Aliso Canyon and the natural gas distribution system network
serving the LA Basin, to support the reliability studies titled "Independent Review of Hydraulic Modeling" in 2016
and is writing a similar report and facilitating a public workshop on the subject in May 2017.
Also, Mr. Walker is an author on a report being written to analyze regulations affecting natural gas storage fields
since the Aliso Canyon event and potential alternatives to provide natural gas for the LA Basin by the California
Council on Science and Technology (CSST) along with subject matter experts national wide. The report is due to be
published in the fall 2017.
Thoughtful Decision Making for Uncertain Times 2
Rod Walker
Affiliate Member/Executive Consultant
Source Gas I C-Level Advisory -Capital Program, Organizational, Procedures Review
Mr. Walker led a team that reviewed the Capital Improvement Program for the Company across its four -state
footprint which included a review of key organization groups, process and procedures associated with the Capital
Program as an advisor for the CEO. Interviews were held with key groups i.e. Engineering, Construction,
Procurement, Legal, Operations, Corporate and State Management to provide a Roadmap to CEO and Board for
recommendations and changes to be made to meet company goals including organizational, process, Capital
Program (PMO) and project execution changes. Staff was imbedded in key areas to ensure changes being made
were effective and to fill resource gaps in the organization.
Summit Natural Gas I C-level Advisory/Contract PMO Management -Maine Natural
Gas System Development and Implementation
Mr. Walker was retained by client to provide an independent review for the Company Sponsor and Senior
Management of a planned greenfield natural gas pipeline, distribution development and construction project in
northern New England. The proposed Project involved the construction of a 75+ mile natural gas transmission steel
mainline and 1,500+ miles of associated distribution system. Mr. Walker's team reviewed documents, data and
methodology used to evaluate market conditions concerning the use of natural gas in the project area including
potential types of customers, proposed conversion rates and short, mid and long term outlook for system
development and growth. Project schedule to convert customers to natural gas was reviewed for reasonableness
given local market conditions with alternative fuels and service providers.
The team, led by Mr. Walker assessed the engineering and design of the proposed gas system and evaluated the
proposed market, terrain and distribution areas in relation to proposed gas facilities for constructability and ability
to serve. Proposed gas system design basis and design calculations for proposed facilities were reviewed against
Project objectives for short, mid and long term including: gate stations, regulator stations, mains, services, and
cathodic protection systems. The team evaluated proposed gas transmission and distribution system layout from
maps, flow studies, design drawings, etc. for reasonableness to meet Project objectives including flexibility for
expansion as system load growth occurs. In addition, the design/engineering contract was reviewed to give an
opinion on reasonableness and content.
The team reviewed all aspects of the proposed construction plan and agreements to evaluate reasonableness as
well as the Project team and organization including staffing. The construction plan, schedule and contractor selection
process were reviewed for ability to meet Project objectives for design, cost, and schedule. Budget estimates were
evaluated for reasonableness to meet Project objectives, schedule, and to accommodate local conditions including
terrain, weather, and rural and city construction sites. Permitting and ROW status were reviewed for any indications
of issues or risks that could impact the Project. Team members were imbedded for 18-24 months during design and
construction to address critical needs for management and implementation of the new gas system and to address
resource gaps in the organization.
Patriots Energy Group I Critical Infrastructure/SCADA System Review
Mr. Walker's team performed a detailed review of the PEG transmission pipeline. The pipeline is operated by PEG
and is jointly owned by three natural gas authorities. They are: Chester County Natural Gas Authority, Lancaster
County Natural Gas Authority and York County Natural Gas Authority (Authorities). The focus of the engagement
was to review the PEG system planning process, perform an independent network analysis of PEG's transportation
capabilities utilizing GL Noble Denton's network analysis software (Stoner) and recommend areas of improvements
in term of process and physical pipeline enhancements. Based on Mr. Walker's work additional enhancement
projects were initiated and process changes enacted.
Mr. Walker also performed a detailed review of PEG's existing SCADA systems, as well as future SCADA needs for
each of Chester, Lancaster and York Natural Gas Authorities. Mr. Walker identified a high-level SCADA system design,
identify potential systems and made recommendations for selection and implementation and assisted in developing
3 Thoughtful Decision Making for Uncertain Times
Rod Walker
Affiliate Member/Executive Consultant
cost estimates for the CapEx budget. Mr. Walker has been a trusted advisor to YCNGA, CCNGA, LCNGA and PEG
attended several annual planning sessions for the utilities as they prepare to address strategic and tactical issues
facing each utility and PEG as a whole.
Puget Sound Energy, Macquarie Securities Inc. I Due Diligence Review
Project Leader of the Gas Due Diligence Team. Provided an independent review and prepared a report on the
operations, management, regulatory compliance, technical, engineering and environmental areas of the utility,
whose assets included natural gas distribution and electric generation, transmission, and distribution. Reviewed and
reported on the condition of the operations, management and technical aspects of the utilities as well as provided
an assessment of assets, the performance of the assets, and the risks to the Utility associated with the assets. The
independent review included impacts on the pro forma, different types of risks or opportunities and ways to mitigate
those risks. The specific review tasks included capital budgets; operations and maintenance budgets; asset condition
with an eye toward operations and maintenance costs, obsolescence risk, equipment failure risks and risks
associated with "Acts of God" and/or opportunities to modernize; asset performance and 10-year plans to evaluate
adequacy of capital budgets and risks to higher capital outlays due to higher than expected load growth, higher than
expected obsolescence, new generation interconnection, changes in mandatory reliability criteria or other causes;
environmental risks. The independent review identified issues uncovered during the review and proposed an
approach to resolve each issue.
Philadelphia Gas Works, Liberty Energy Trust LLC and Macquarie Securities I Due
Diligence Review
Mr. Walker led teams that performed full due diligence of PGW, the largest municipal gas company is the US, for
two separate potential infrastructure funds who were on the short list of potential to invest in and acquire the utility
in one of the largest M&A auctions in recent US history. The teams reviewed all aspects of the Utility including
operations, management, regulatory compliance, maintenance, key technology to support operations,
procurement, engineering and environmental areas. The team reviewed and reported on the condition of the
operations, management and technical aspects of the utilities as well as provided an assessment of assets, the
performance of the assets, and the risks to the Utility associated with the assets. The independent review included
impacts on the pro forma, different types of risks or opportunities and ways to mitigate those risks. The specific
review targeted PGW's capital replacement program and its accompanying financial rate rider for PGW's aging, leak -
prone infrastructure, cast iron and unprotected bare steel, which are some of the largest amounts of each in the
country.
JP Morgan I Southern Missouri Natural Gas (SMNG), Review of Critical
Infrastructure Expansion Projects
Mr. Walker led the team that provided an Independent Engineering review of the SMNG expansion projects, which
were critical infrastructure for the SMNG utility. The team identified numerous issues with the design and installation
of the Lebanon gas pipeline project, which was already under construction. Recommendations were made to correct
the contractors' project construction practices with the Lebanon expansion project and led to the second phase for
the Branson expansion project being removed from the initial contractor and existing SMNG technical management
and re -designed and re -bid by Mr. Walker's team. The project team that re -designed and re -bid the 55-mile Branson
expansion in 2 months and provided the project management until new SMNG personnel were in place to guide the
project to its completion in the fall of 2010. Mr. Walker's team also provided organizational
development/restructuring consulting, operations consulting and advisory services to JP Morgan for the operations
and management of the SMNG utility.
Thoughtful Decision Making for Uncertain Times 4
Rod Walker
Affiliate Member/Executive Consultant
ERCOT I Evaluation of Impact of Natural Gas Generation to Electric System
Reliability
Mr. Walker worked on the team that provided an Independent Engineering review of the issues related to several
ERCOT electricity reliability events over the course of several years that apparently stemmed from congestion on
the Texas state natural gas "grid" that served electric generation in the state. The team reviewed how the natural
gas grid could be modeled using the Synergee (Stoner) gas modeling software working with the numerous gas
pipeline and gas distribution companies to analyze the natural gas congestion issues related to key dates that
affected electric reliability on those dates and future events. In addition, the team reviewed the impact to natural
gas prices and what drove the behavior of key clients using natural gas during the events that could be reviewed for
potential policy, pricing controls changes that could be affected at the state and national levels.
Confidential Natural Gas Utility I Alinda Capital Partners, Due Diligence Review
Mr. Walker led the team that performed a review of the Project's CAPEX methodology as well as a full due diligence
review of the utility to identify red flags. This review helped to determine the reasonableness of the Project's
operational, engineering, procurement and capital budgets. Furthermore, the team reviewed the Target's current
and future Capital Improvement Plan (CIP). They were able to advise on the periodic and ongoing inspection
programs, operations program, as well as necessary and mandated and infrastructure replacement programs. They
also review the proposed CIP against capital projects budgets and annual CAPEX to identify fatal flaws, variances, or
deletions with respect to the industry norms. The team reviewed, as necessary, the technical assumptions and
formulas used in the Project's pro -forma. They verified what technical assumptions aligned with the design of the
project, expected operation scenarios, and Project agreement.
Confidential Gas Utility I J. P. Morgan; Due Diligence Advisory Services
Mr. Walker and his team provided JPM with technical and environmental due diligence, operational assessment and
advisory services to support a potential investment in a Target Gas Utility. In reviewing the available project
documentation, the team advised the client as to the quality and granularity of source documents as related to the
review. Based on this the team provided a high-level red flag review to assess any apparent technical, operational
or gas supply issues. They continued the analysis to include a review of the schedule, budget, environmental, or
business risks that might be associated with the potential investment in the Target utility.
T. W. Phillips Gas Company I Steelriver Infrastructure Partners; Due Diligence
Advisory Services
Mr. Walker provided an independent review for due diligence and a report on the operations, management,
technical, engineering, regulatory compliance and environmental areas of the utility, whose assets included natural
gas distribution and transmission, storage and production wells. Reviewed and reported on the condition of the
operations, management and technical aspects of the utility as well as provided a condition assessment of assets,
the performance of the assets, and the risks to the Buyer associated the operations, management and engineering
practices of the target utility company and its assets.
Mountaineer Gas Company I ICON Infrastructure (London)
Mr. Walker performed an independent review for due diligence and a report on the operations, management,
technical, engineering, regulatory compliance and environmental areas of the utility, whose assets included natural
gas distribution and transmission. Reviewed and reported on the condition of the operations, management and
technical aspects of the utility as well as provided a condition assessment of assets, the performance of the assets,
and the risks to the buyer associated the operations, management and engineering practices of the target utility
company and its assets.
5 Thoughtful Decision Making for Uncertain Times
Rod Walker
Affiliate Member/Executive Consultant
Confidential Utility Clients I Utility Assets and Operation Review, Marcellus Shale
Area; West Virginia, SW Pennsylvania
Project Manager/Project Lead of the Due Diligence Team. Provided an independent review for due diligence and a
report on the operations, management, technical, engineering, regulatory compliance and environmental areas of
these utilities, whose assets included natural gas distribution and transmission, storage and production wells.
Reviewed and reported on the condition of the operations, management and technical aspects of the utilities as well
as provided an assessment of assets, the performance of the assets, and the risks to the Buyer associated the
operations, management and engineering practices of the target utility company and its assets.
AEI, LLC, Confidential Utilities I Due Diligence; Turkey and Egypt
Project Manager/Project Lead of the Due Diligence Team. Provided an independent review for due diligence of and
a report on operations, management, technical, engineering, regulatory compliance and environmental areas of
these utilities, whose assets included natural gas distribution and transmission. Reviewed and reported on the
condition of the operations, management and technical aspects of the utilities as well as provided an assessment of
assets, the performance of the assets, and the risks to the Buyer associated with the operations, management and
engineering practices of the target utility company and its assets.
AEI Portfolio of Utilities I Risk Based Operations, Management and Engineering
(OME) Audits. Environmental Resources Management; El Salvador, Peru, Colombia,
Chile, Argentina and China
Client manager/subject matter expert as a sub -consultant to Environmental Resources Management. Led teams that
performed a risk based operations, management and engineering (OME) audit of the various power generation,
power transmission, and distribution and natural gas utilities owned by AEI in emerging countries. Mr. Walker was
the lead natural auditor on the audits of natural gas utilities in China, Peru and Colombia. The audits determined
findings of high level risks associated with the operations of utilities based on data review, staff interviews, site visits
of assets and discussions with management with regard to AEI procedures, applicable regulations, and industry best
practices and standards.
Woodside Natural Gas I Review of LNG Infrastructure Impact to SoCal Gas System
Mr. Walker worked on the team that provided an Independent Engineering review of the proposed infrastructure
needed to integrate a proposed offshore LNG mobile terminal into the SoCal gas distribution system. Mr. Walker
reviewed SoCal Gas' modeling of the impact of the Woodside LNG input into the gas system and provided comments
on SoCal Gas' view of the technical impact to the system and the need for additional infrastructure to enhance the
SoCal Gas system to accept the Woodside LNG flows. The modeling review included a detailed review of the Stoner
gas modeling scenarios used to assess the impact of the LNG to the SoCal Gas system and the assumptions underlying
those scenarios with the SoCal Gas Transmission department at the SoCal gas offices' in LA. The team provided a
report to the client that summarized the findings and recommendations for the client to move ahead with the project
and provide gas to the LA Basin.
PUBLICATIONS AND PAPERS
Mr. Walker has published numerous papers as listed below.
■ "Strategic Directions in the Natural Gas Industry" -co -contributor (2012-2015)
Black & Veatch annual survey and report on state of and issues affecting natural gas industry
"Lessons learned from the San Bruno incident" (2012, 2014)
Presentation presented at American Public Gas Association (APGA) Operations conference
Thoughtful Decision Making for Uncertain Times 6
Rod Walker
Affiliate Member/Executive Consultant
• "Why Risk Assessments Are Important for Utilities" (2013)
Presentation presented at the Western Energy Institute (WEI) Annual Conference
■ "Validating Maximum Allowable Operating Pressures (MAOP)" (2012)
Presentation presented at the Energy Association of Pennsylvania (EAP) Spring Meeting
■ "Black & Veatch Aims to Ease Pipeline Challenges" North American Oil & Gas Pipelines (2014)
• "Independent Review of Hydraulic Modeling' Report (2016, 2017)
(SoCal Gas System modeling of Alison Canyon Storage outage effect on reliability of power and gas in the LA
Basin) co-authored with Los Alamos National Labs
■ "Institutional Knowledge Hides the Blind Spots in an Organization" (2018)
7 Thoughtful Decision Making for Uncertain Times
&Solutions
Connie Cannady
Executive Consultant
ccannady@newgenstrategies.net
With over thirty-five years of financial and managerial consulting experience, Connie Cannady is an expert in the
areas of utility regulation and franchising of utility services, both at the local and state level. Prior to joining NewGen
Strategies and Solutions, Ms. Cannady was the Founder and President of C2 Consulting Services, Inc., a woman -
owned business enterprise. Ms. Cannady's previous experience also includes serving as a Manager at Reed -Stowe
& Co. Inc.; Manager of Accounting and Control for the Information Services Division of Blue Cross of California; Senior
Consultant for Touche Ross & Co. (now Deloitte); and Management Auditor for the U.S. General Accounting Office.
EDUCATION
■ Master of Public Affairs, University of Texas
■ Bachelor of Arts in Political Science, Vanderbilt University
KEY EXPERTISE
■ Expert Witness and Litigation Support
■ Utility ROW Franchising and Compensation
RELEVANT EXPERIENCE
Expert Witness and Litigation Support
Regulatory Proceedings
■ Cost Allocation Models
Ms. Cannady serves as project manager and lead analyst for numerous regulatory proceedings for rates, assisting
clients by providing expert testimony and litigation support regarding utility rate and regulatory issues before state
and local regulatory bodies and courts. She frequently works with coalitions of cities served by investor -owned
utilities and provides analyses and expert witness support related to the utilities' requests for rate increases. Ms.
Cannady also provides support services to the U.S. Army Corp of Engineers concerning rate proceedings impacting
utility rates at U.S. Army installations.
Her direct experience includes conducting analyses with respect to the reasonableness of various rate base issues,
including the prudency of costs. Areas of analysis and provided testimony include:
■ Reasonableness of certain rate based costs related to benefits and other operating reserves
■ Calculation of Accumulated deferred income taxes
■ Reasonableness of operations and maintenance expenses related to labor expense, benefits expense,
including health and welfare, pension, deferred compensation, ESOPs and other savings plans, corporate
overhead cost allocation methodologies, call center operations, bonuses and other long and short-term
incentive pay programs, taxes other than income and federal income taxes.
■ Reasonableness of affiliated transaction expenses
■ Computation of fuel factors and purchase power factors to be used in the collection of power costs
■ Reasonableness of certain advanced meter investments
■ Reasonableness of requested inclusion of certain regulatory assets
■ Analysis of the "used and useful" nature of requested plant additions
■ Analysis of customer class cost allocation methodologies
Ms. Cannady's expert witness and litigation support clients include:
Economics Strategy I Stakeholders Sustainability
www.newgenstrategies.net
Connie Cannady
Executive Consultant
Maryland Public Service Commission
■ U.S. Army Installations Served by Baltimore
Gas & Electric; Case Nos. 9355 and 9406
New York Public Service Commission
■ U.S. Army Installations Served by Orange &
Rockland Utilities; Case Nos. 14-E-0493 and 14-
G-0494
Public Utility Commission of Texas
■ Cities Served by CenterPoint Energy Houston
Electric; Dockets Nos. 48266, 45747and 12065
■ Cities Served by Southwestern Electric Power
Company (SWEPCO), Texas; Docket Nos.
37364, 39708, 40443, 40446
■ Cities Served by AEP Texas Central Company,
Texas; Docket No. 33309
■ Cities Served by AEP Texas North Company,
Texas; Docket Nos. 33310, 4202 and 4716
■ Cities Served by Sharyland Utilities, Texas;
State Office of Administrative Hearings (SOAH);
Docket No. 473-99-2566
■ Cities Served by Texas -New Mexico Power
Company, Texas; Docket Nos. 15560, 12900,
10200, 22636, 36025, 22745
■ Cities served by Oncor Electric Delivery
Company, Texas; Docket Nos. 48325, 48231,
5640
■ Cities served by Entergy Texas; Docket No.
48371 and 4510
■ Cities Served by General Telephone Company
of the Southwest (Verizon); Docket Nos. 4300
and 5011
■ Project No. 14400 - Integrated Resource
Planning
■ Office of Public Utility Counsel —AEP Texas, Inc.
Docket No. 49494
■ Office of Public Utility Counsel — SPS Docket No.
49831
North Carolina Utilities Commission
■ Duke Energy Progress — Docket No. E-2 SUB
1142
Oklahoma Corporation Commission
■ Arkansas Oklahoma Gas Corporation; Cause No.
PUD 001346
Railroad Commission of Texas
■ CenterPoint Energy Entex; Docket GUD Nos.
9654, 9902, 10038, 10182, 10432, 10567, and
10920
■ Atmos Energy; Docket GUD Nos. 9670, 10000,
10170, 10174, 10359, 10580, and 10900
■ Texas Gas Services, Docket GUD Nos. 10488,
10526and 10766
■ TXU Gas; Docket No. GUD 9400
■ TXU Gas Transmission; Docket No. GUD 8935
■ Lone Star Gas Company Gate Rate; Docket No.
GUD 8664
■ Lone Star Gas Company Gate Rate; Docket No.
GUD 3543
Arizona Corporation Commission
■ Arizona Public Service Company, Arizona;
Docket No. U-1345-82-266.
New Mexico State Corporation Commission
■ Continental Telephone Company of the West;
Docket No. 942
■ General Telephone Company of the Southwest;
Docket No. 990
Colorado Public Utilities Commission
■ Southern Colorado Power - Cost Allocation
Study
Alabama Public Service Commission
■ Alabama Power Company - Fuel Procurement
Review
Indiana Regulatory Commission
■ Northern Indiana Public Service Company —
Cause No. 44733-TDSIC-2
■ Northern Indiana Public Service Company -
Cause No. 44733-TDSIC-3
■ Northern Indiana Public Service Company
Cause No. 45159
■ Indiana Michigan Power Company
Cause No. 45325
Thoughtful Decision Making for Uncertain Times 2
Connie Cannady
Executive Consultant
FERC
■ NESCOE, Docket No. ER18-1639 regarding
Constellation Mystic Power, LLC
Cost Allocation Modeling
Ms. Cannady has conducted cost allocation modeling for municipal utility clients. She has developed a cost allocation
model (CAM) for allocating all utility overhead as well as the city's general fund overhead to the functions of
production, distribution and transmission. The objectives of these studies were to more accurately reflect the fully
loaded transmission costs to be separated from distribution costs in deregulated utility markets. The CAM models
also include functionalizing the aggregated capitalized interest so that the value of the utility assets can be more
accurately reported. Ms. Cannady has also assisted municipal clients in developing a cost allocation model to be
used by the city to allocate general fund costs to each of its enterprise operations, including the electric utility, water
and wastewater, and solid waste. Finally, Ms. Cannady has reviewed the appropriateness of cost allocation
methodologies used by utility operations when developing rates. Her cost allocation projects include:
■ Develop CAM model for Garland Power & ■ Develop Indirect Cost Allocation Model — City
Light, Garland, Texas of Greenville, Texas
■ Develop CAM model for Water and 0 Develop Indirect Cost Allocation Model — City
Wastewater Operations - City of Garland, Texas of Denton Texas
■ Review of Overhead Cost Allocations — Lower Develop Indirect Cost Allocation Model — City
Colorado River Authority of Terrell, Texas
■ Review of Cost Allocation for Maintenance ■ Develop Indirect Cost Allocation Model — City
Activities — San Jacinto River Authority of Brenham, Texas
Franchising of Utility Service in Municipal Right -of -Way
Ms. Cannady has assisted numerous municipalities/counties in negotiating franchises that allow utility service
providers to construct in the municipalities' rights -of -way. In addition, Ms. Cannady has assisted in reviewing the
actual payments made by the utilities to determine the accuracy of such payments in accordance with franchise
terms or state and federal laws. She has assisted municipalities/counties in Texas, California, Washington, New York,
Missouri, Illinois, and Kentucky. The majority of the projects concern the payment of cable services, but many of
the projects have also involved review of franchising terms and payments from natural gas utility operations, electric
service operations and telecommunications services.
Right -of -Way Costs
Ms. Cannady has conducted analysis of the costs incurred by municipalities in allowing utilities to have ubiquitous
access to the Right -of -Way. Her clients include:
■ City of Durham, North Carolina ■
■ City of Atlanta, Georgia ■
■ City of Cheyenne, Wyoming
City of Tucson, Arizona
Texas Municipal League, Texas
3 Thoughtful Decision Making for Uncertain Times
Connie Cannady
Executive Consultant
WORKSHOPS AND PRESENTATIONS
Ms. Cannady is an instructor on behalf of Electric Utility Consultants, Inc. (EUCI), co-authoring and presenting witness
preparation materials at multiple conferences and speaking on related topics at industry forums. Her experience
includes:
NARUC Staff Subcommittee on Accounting & Finance
■ Expert Witness Techniques
Electric Utility Consultants, Inc. (EUCI)
■ EUCI Witness Preparation Training Conferences
(five conferences in 2013, 2014, 2016, 2017
2018, and 2019
Government Finance Officers Association of Texas
■ Franchise Fees —Accuracy and Compliance ' Franchise Fees, Identifying the Issues
Texas Association of Telecommunications Officers and Advisors
■ Effective Competition: A Case Study - The City ■ Issues Regarding Cable Television Franchise
of Denton Payments
■ Customer Service Issues
National Association of Telecommunications Officers and Advisors
■ Hooray for Competition ■ Prime Real Estate: Managing the Public Rights -
of -Way
The ABC's of Energy Conference
■ Rate Making Issues
Oklahoma Municipal League
■ Cable Rights
Federal Bar Association
■ Basics of Cable Television Regulation
Thoughtful Decision Making for Uncertain Times 4
Record of Testimony Submitted by Connie Cannady
Utility
Proceeding
Subject of Testimony
Before
Client
Date
1. Southwestern Public
Docket No.
Cost recovery of production related
Public Utility Commission of
Office of Public Utility Counsel
2020
Service Company —Xcel
49831
assets for coal and wind facilities and
Texas
Energy
incentive compensation for direct
and service company employees
2. CenterPoint Energy Entex
GUD No. 10920
Treatment of labor related incentive
Railroad Commission of Texas
East Texas Coalition of Cities
2020
Beaumont/East Texas
compensation, pension and OPEB
Division
benefits, amortization of regulatory
assets, and treatment of non -
qualified pension benefits
3. Atmos West Texas
GUD No. 10900
Treatment of labor related incentive
Railroad Commission of Texas
West Texas Cities
2019
Triangle Pipeline
compensation and excess deferred
taxes from passage of TCJA
4. Indiana Michigan Power
Cause No.
Treatment of Tax Rate Change and
Indiana Utility Regulatory
Cities of Marion and Fort Wayne,
2019
Company
45235
EDIT Refund, Nuclear
Commission
Indiana
Decommissioning Fund, Recovery of
Plant Investment, AMI Deployment
5. AEP Texas, Inc
Docket No.
Revenue Requirements, labor and
Public Utility Commission of
Office of Public Utility Counsel
2019
49494
labor related expenses, storm
Texas
reserve, impacts of TCJA
6. Northern Indiana Public
Cause No.
Treatment of Corporate Tax Rate
Indiana Utility Regulatory
U.S. Steel Corporation
2019
Service Company
45159
Change and EDIT and Depreciation
Commission
on Early Plant Retirement
7. Constellation Mystic
Docket No.
Cash Working Capital, Overtime
Federal Energy Regulatory
New England States Committee on
2018
Power, LLC
ER18-1639
Expense, Incentive Pay, TCJA Impacts
Commission
Electricity
and True -Up Protocols
8. Entergy Texas, Inc.
Docket No.
Post Test Year Adjustment, Storm
Public Utility Commission of
Office of Public Utility Counsel
2018
48371
Regulatory Assets, Retired Plant,
Texas
Employee Benefits, Treatment of
Excess Deferred Income Taxes
9. Oncor Electric Service
Docket No.
Proposed amortization of excess
Public Utility Commission of
Alliance of Oncor Cities
2018
Company
48325
deferred income taxes, refund of
Texas
income tax overcharges since January
Record of Testimony Submitted by Connie Cannady
1, 2018 and appropriate carrying
charges
10. Oncor Electric Service
Docket No.
Proposed CIS Depreciation Rate and
Public Utility Commission of
Alliance of Oncor Cities
2018
Company
48231
treatment of Corporate Tax Rate
Texas
Change in Distribution Cost Recovery
Tracker Rate
11. CenterPoint Energy
Docket No.
Treatment of Corporate Tax Rate
Public Utility Commission of
Texas Coast Utilities Coalition
2018
Houston Electric
48226
Change in Distribution Cost Recovery
Texas
Tracker Rate
12. CenterPoint Energy Entex
GUD No. 10669
Rate Base and Operating Income
Railroad Commission of Texas
Alliance of CenterPoint Municipalities
2018
South Division
Issues, Affiliated Charges, Treatment
of Excess Deferred Income Taxes
(Settled)
13. Northern Indiana Public
Cause No.
Treatment of Corporate Tax Rate
Indiana Utility Regulatory
U.S. Steel Corporation
2018
Service Company
44733-TDSIC-3
Change and EDIT
Commission
14. Duke Energy Progress
Docket No. E-2
Cancelled Plant Prudency, Deferred
North Carolina Utilities
U.S. Dept. of Defense and Other Federal
2017
SUB 1142
Asset Treatment, Benefits
Commission
Agencies
15. Northern Indiana Public
Cause No.
Tax Gross -Up Treatment in
Indiana Utility Regulatory
U.S. Steel Corporation
2017
Service Company
44733-TDSIC-2
Investment Tracker
Commission
16. Atmos Pipeline Texas
GUD No. 10580
Rate Base and Operating Income
Railroad Commission of Texas
Atmos Cities Steering Committee
2017
Issues, ADIT NOL
17. CenterPoint Energy Entex
GUD No. 10567
Rate Base and Operating Income
Railroad Commission of Texas
Gulf Coast Coalition of Cities
2017
Texas Gulf Division
Issues, Affiliated Charges
18. CenterPoint Energy
Docket No.
Allocation of Certain Corporate Costs
Public Utility Commission of
Texas Coast Utilities Coalition
2016
Houston Electric
45747
included in DCRF rate adder
Texas
19. CenterPoint Energy Entex
GUD No. 10432
Rate Base and Operating Income
Railroad Commission of Texas
Texas Coast Utilities Coalition
2015
Issues, Affiliated Charges
20. Baltimore Gas and Electric
Case No. 9355
Rate Base and Operating Income
Maryland Public Service
U.S. Dept. of Defense and Other Federal
2014
Issues, Cost Allocation Issues
Commission
Agencies
21. Atmos Energy
Docket No.
Rate Base and Operating Income
Railroad Commission of Texas
Atmos Cities Steering Committee
2014
10359
Issues
Record of Testimony Submitted by Connie Cannady
22. SWEPCO
Docket No.
Rate Base and Operating Income
Public Utility Commission of
Cities Served by SWEPCO
2012
40443
Issues
Texas
23. CenterPoint Energy Entex
GUD No. 10182
Rate Base and Operating Income
Railroad Commission of Texas
East Texas Cities
2012
Issues
Case Settled Before Hearing
24. Atmos Energy
GUD No. 10174
Rate Base and Operating Income
Railroad Commission of Texas
West Texas Cities Steering Committee
2012
Issues
25. Atmos Energy
GUD No. 10170
Rate Base and Operating Income
Railroad Commission of Texas
Atmos Cities Steering Committee
2012
Issues
26. CenterPoint Energy Entex
GUD No. 10038
Rate Base and Operating Income
Railroad Commission of Texas
Steering Committee of Cities Served by
2011
Issues
CenterPoint South Texas Division
27. Atmos Energy
GUD No. 10000
Rate Base and Operating Income
Railroad Commission of Texas
Atmos Cities Steering Committee
2010
Issues
28. Texas -New Mexico Power
Docket No.
Rate Base and Operating Income
Public Utility Commission of
Cities Served by TNMP
2010
Company
38480
Issues
Texas
29. CenterPoint Energy Entex
GUD No. 9902
Labor Costs, Group Benefits, and
Railroad Commission of Texas
Gulf Coast Coalition of Cities Served by
2009
Valorem Taxes
CenterPoint Houston Division
30. AEP —Texas Central
Docket No.
Labor Costs, Group Benefits, and
Public Utility Commission of
Cities Served by AEP Texas Central
2007
Company
33309
Energy Efficiency Program Costs
Texas
Company
31. AEP —Texas North
Docket No.
Labor Costs, Group Benefits, and
Public Utility Commission of
Cities Served by AEP Texas North
2007
Company
33310
Energy Efficiency Program Costs
Texas
Company
32. Atmos Energy
Docket No.
Operations and Maintenance
Railroad Commission of Texas
Atmos Cities Steering Committee
2006
GUD 9670
Expenses and Summary Schedules
33. TXU Gas
Docket No.
Rate Base and Present Revenue
Railroad Commission of Texas
Allied Coalition of Cities
2003
GUD 9400
Computation
34. Texas -New Mexico Power
Docket No.
Fuel Costs and Recovery
Public Utility Commission of
Cities Served by TNMP
2001
Company
22745
Texas
35. Lone Star Gas Company
Docket No.
Purchased Gas Adjustment Clause
Railroad Commission of Texas
Allied Coalition of Cities
1999
GUD 8935
Case Settled Before Hearing
Record of Testimony Submitted by Connie Cannady
36. Garland Independent
Cause No. 97-
Natural Gas Billings based on
Texas State District Court
Garland Independent School District
1997
School District v. Lone Star
00070-A
Contractual Rates
Gas Company
37. Houston Lighting & Power
Docket No.
Appropriate Rate Treatment of Fuel
Public Utility Commission of
Gulf Coast Coalition of Cities
1994
Company
12065
Inventories and Fuel Expense
Texas
38. Texas Electric Utilities
Docket No.
Appropriate Rate Base to be Included
Public Utility Commission of
Cities Steering Committee
1985
Company
5640
in Rates
Texas
&Solutions
Derek Klingeman
Staff Consultant
dklingeman@newgenstrategies.net
Derek Klingeman assists on cost of service and rate design studies and provides pro forma financial analysis,
valuation, and economic impact analysis on a wide variety of projects for NewGen. Mr. Klingeman has worked
extensively with large billing databases and hourly/interval load data for cost allocation and rate design purposes.
Additionally, he has a background in cash flow analysis and forecasting. Prior to joining NewGen, Mr. Klingeman
worked as an energy management consultant for industrial clients with a focus on distributed generation. He holds
a master's degree in Mineral and Energy Economics where he studied energy markets and finance.
EDUCATION
■ Master of Science in Mineral and Energy Economics, Colorado School of Mines
• Bachelor of Business Administration in Finance, University of New Mexico
RELEVANT EXPERIENCE
Cost of Service and Rate Design — Electric
Mr. Klingeman assists on cost of service and rate design studies for electric utility clients. For cost of service studies,
he has forecasted revenue requirement, unbundled revenue requirement into utility functions and subsequent cost
categories, and allocated costs to customer classes by deriving allocation factors that support the assignment of
shared costs to different functions or classifications. For rate design studies he has modeled the impact to revenues
and customer bills of proposed rate changes, including load impacts from the introduction of demand charges and
time -of -use rates. He has also evaluated energy consumption profiles, billing accuracy, base operations, contract
terms, rate options, asset / facilities upgrades (e.g., energy efficiency/demand response), distributed generation
options, and tenant billing recovery for the US Army.
Mr. Klingeman's cost of service and rate design projects include:
■ Lafayette Utilities System, Louisiana
■ Riverside Public Utilities, California
■ Turlock Irrigation District, California
■ City of Dover, Delaware
■ Merced Irrigation District, California
■ United Power Electric Cooperative, Colorado
■ Glendale Water & Power, California
■ City of Vernon, California
The following represents experience prior to joining NewGen.
National Renewable Energy Laboratory (NREL) — Commercial Licensing Intern. Performed economic,
technological, and market feasibility assessments for nascent NREL innovations, developed patenting and
licensing strategies for select NREL technologies, and helped establish and negotiate patent license financial
terms with industry partners.
Navigant Consulting — Industry Analyst. Authored report on the status of renewable energy in the mining
industry. Responsibilities included conducting interviews with subject matter experts and mining industry
leaders, researching mining power consumption and power generation trends, and developing detailed 10-year
investment forecasts.
Remote Energy Solutions — Research Analyst. Analyzed energy consumption and energy savings opportunities
for large industrial clients. Modeled and performed cash flow analysis of energy efficiency and distributed
generation investment opportunities. Researched alternative markets for gas and electricity and incentives for
select technologies.
Economics Strategy I Stakeholders Sustainability
www.newgenstrategies.net
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
APPENDIX B - WORK PRODUCT SAMPLES
See accompanying document for Appendix B.
Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
APPENDIX C - AFFIDAVIT OF NON -COLLUSION BY CONTRACTOR
Thoughtful Decision Making for Uncertain Times
AFFIDAVIT OF NON -COLLUSION BY CONTRACTOR
STATE OF CALIFORNIA )
)Ss
COUNTY OF LOS ANGELES )
Tony Georgis being first duly swom deposes
and says that he/she is Managing Director, Energy Practice
(Insert "Sole Owner",'Partner",'President, "Secretary", or other proper title)
NewGen Strategies and Solutions, LLC
(Insert name of bidder)
who submits herewith to the City of Vernon a bid/proposal;
That all statements of fact in such bid/proposal are true;
That such bid/proposal was not made in the interest of or on behalf of any undisclosed person,
partnership, company, association, organization or corporation;
That such bid/proposal is genuine and not collusive or sham;
That said bidder has not, directly or indirectly by agreement, communication or conference with anyone
attempted to induce action prejudicial to the interest of the City of Vernon, or of any other bidder or
anyone else interested in the proposed contract; and further
That prior to the public opening and reading of bids/proposals, said bidder:
a. Did not directly or indirectly, induce or solicit anyone else to submit a false or sham
bid/proposal;
b. Did not directly or indirectly, collude, conspire, connive or agree with anyone else that said
bidder or anyone else would submit a false or sham bid/proposal, or that anyone should refrain
from bidding or withdraw his/her bid/proposal;
C. Did not, in any manner, directly or indirectly seek by agreement, communication or conference
with anyone to raise or fix the bid/proposal price of said bidder or of anyone else, or to raise or
fix any overhead, profit or cost element of his/her bid/proposal price, or of that of anyone else;
d. Did not, directly or indirectly, submit his/her bid/proposal price or any breakdown thereof, or
the contents thereof, or divulge information or data relative thereto, to any corporation,
partnership, company, association, organization, bid depository, or to any member or agent
thereof, or to any individual or group of individuals, except the City of Vernon, or to any person
or persons who have a partnership or other financial interest with said bidder in his/her business.
I certify under penalty of perjury that the above information is correct
By: Title: Managing Director, Energy Practice
Date- 2/17/20
March 2013
EXHIBIT C
SCHEDULE
Contractor shall be paid upon City's receipt of an invoice issued by Contractor, after each
deliverable, pursuant to Section 6.0 as follows:
FEES AND COSTS
Service Areal: Financial Services
Task 1: Project Kickoff
WHO
$3,025
S12,875
Task 2: Financial Model and COS
$38,950
$1,550
$40,500
Task 3: Rate Design and Tariffs
$14,700
$1,075
S15,775
Task 4: Support for Accounting and Budgeting
$14,400
SO
S14,400
Task 5: Support Gas Contracts and Agreements
$26.350
S0
$26.350
Service Area 1 Subtotal:
S104.250
$5,650
S109,900
Service Area 2: Business Development
Task 6: Strategic Plan
$46,800
$9,275
$56,075
Task 7: Marketing and Customer Service Support
$31.800
So
$31,800
Service Area 2 Subtotal:
$78,600
$9,275
$87,875
NewGen Strategies & Solutions
2020 Billina Rates
Position Hourly Billing Rate
President/CEO $345
Managing Director (Energy Practice, Environmental Practice) $300
Director / Vice President/ Executive Consultant $215 - $345
Senior Consultant $185 - $215
Staff Consultant $130 - $185
Analyst $125 - $130
Adm inistrative Assistant $100
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EXHIBIT D
LIVING WAGE PROVISIONS
Minimum Living Wages:
A requirement that Employers pay qualifying employees a wage of no less than $10.30 per hour
with health benefits, or $11.55 per hour without health benefits.
Paid and Unpaid Days Off:
Employers provide qualifying employees at least twelve compensated days off per year for sick
leave, vacation, or personal necessity, and an additional ten days a year of uncompensated
time for sick leave.
No Retaliation:
A prohibition on employer retaliation against employees complaining to the City with regard to
the employer's compliance with the living wage ordinance. Employees may bring an action in
Superior Court against an employer for back pay, treble damages for willful violations, and
attorney's fees, or to compel City officials to terminate the service contract of violating
employers.
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EXHIBIT E
EQUAL EMPLOYMENT OPPORTUNITY
PRACTICES PROVISIONS
A. Contractor certifies and represents that, during the performance of this Agreement, the
contractor and each subcontractor shall adhere to equal opportunity employment practices
to assure that applicants and employees are treated equally and are not discriminated
against because of their race, religious creed, color, national origin, ancestry, handicap,
sex, or age. Contractor further certifies that it will not maintain any segregated facilities.
B. Contractor agrees that it shall, in all solicitations or advertisements for applicants for
employment placed by or on behalf of Contractor, state that it is an "Equal Opportunity
Employer" or that all qualified applicants will receive consideration for employment without
regard to their race, religious creed, color, national origin, ancestry, handicap, sex or age.
C. Contractor agrees that it shall, if requested to do so by the City, certify that it has not, in the
performance of this Agreement, discriminated against applicants or employees because of
their membership in a protected class.
D. Contractor agrees to provide the City with access to, and, if requested to do so by City,
through its awarding authority, provide copies of all of its records pertaining or relating to its
employment practices, except to the extent such records or portions of such records are
confidential or privileged under state or federal law.
E. Nothing contained in this Agreement shall be construed in any manner as to require or
permit any act which is prohibited by law.
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SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND G2 INTEGRATED
SOLUTIONS, LLC FOR NATURAL GAS COMPLIANCE SERVICES
Contractor:
Responsible Principal of Contractor:
Notice Information - Contractor:
Notice Information - City:
Commencement Date:
Termination Date:
Consideration:
COVER PAGE
G2 Integrated Solutions, LLC
John F. Kill, General Manager, GCRO
G2 Integrated Solutions, LLC
10850 Richmond Avenue, Suite 200
Houston, Texas 77042
Attention: John F. Kill, General Manager
Phone: 713-260-4000
Email: contracts(@g2-is.com
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Attention: Abraham Alemu
Utilities General Manager
Telephone: (323) 583-8811 ext. 834
Facsimile: (323) 826-1408
July 1, 2020
June 30, 2023
Total not to exceed $400,000.00 (includes
all applicable sales tax); and more
particularly described in Exhibit C
Records Retention Period: Three (3) years, pursuant to Section 11.20
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND G2 INTEGRATED
SOLUTIONS, LLC FOR NATURAL GAS COMPLIANCE SERVICES
This Contract is made between the City of Vernon ("City"), a California charter City and
California municipal corporation ("City"), and G2 Integrated Solutions, LLC, a Texas limited
liability company ("Contractor")
The City and Contractor agree as follows:
1.0 EMPLOYMENT OF CONTRACTOR. City agrees to engage Contractor to
perform the services as hereinafter set forth as authorized by the City Council on June 16, 2020.
2.0 SCOPE OF SERVICES.
2.1 Contractor shall perform all work necessary to complete the services set
forth in the Request for Proposals dated January 13, 2020, Exhibit "A", and Contractor's
proposal to the City ("Proposal") dated March 2, 2020, Exhibit "B", both of which are attached to
and incorporated into this Contract, by reference.
2.2 All services shall be performed to the satisfaction of City.
2.3 All services shall be performed in a competent, professional, and
satisfactory manner in accordance with the prevailing industry standards for such services.
3.0 PERSONNEL.
3.1 Contractor represents that it employs, or will employ, at its own expense,
all personnel required to perform the services under this Contract.
3.2 Contractor shall not subcontract any services to be performed by it under
this Contract without prior written approval of City.
3.3 All of the services required hereunder will be performed by Contractor or
by City -approved subcontractors. Contractor, and all personnel engaged in the work, shall be
fully qualified and authorized or permitted under State and local law to perform such services
and shall be subject to approval by the City.
4.0 TERM.
The term of this Contract shall commence on July 1, 2020, and it shall continue until June 30,
2023, unless terminated at an earlier date pursuant to the provisions thereof.
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5.0 COMPENSATION AND FEES.
5.1 Contractor has established rates for the City of Vernon which are
comparable to and do not exceed the best rates offered to other governmental entities in and
around Los Angeles County for the same services. For satisfactory and timely performance of
the services, the City will pay Contractor in accordance with the payment schedule set forth in
Exhibit "C" attached hereto and incorporated herein by reference.
5.2 Contractor's grand total compensation for the entire term of this Contract,
shall not exceed $400,000.00 without the prior authorization of the City, as appropriate, and
written amendment of this Contract.
5.3 Contractor shall, at its sole cost and expense, furnish all necessary and
incidental labor, material, supplies, facilities, equipment, and transportation which may be
required for furnishing services pursuant to this Contract. Materials shall be of the highest
quality. The above Contract fee shall include all staff time and all clerical, administrative,
overhead, insurance, reproduction, telephone, air travel, auto rental, subsistence, and all related
costs and expenses.
5.4 City shall reimburse Contractor only for those costs or expenses
specifically approved in this Agreement, or specifically approved in writing in advance by City.
Unless otherwise approved, such costs shall be limited and include nothing more than the
following costs incurred by Contractor:
5.4.1 The actual costs of subcontractors for performance of any of the
services that Contractor agrees to render pursuant to this Agreement, which have been
approved in advance by City and awarded in accordance with this Agreement.
5.4.2 Approved reproduction charges.
5.4.3 Actual costs and/or other costs and/or payments specifically
authorized in advance in writing and incurred by Contractor in the performance of this
Agreement.
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5.5 Contractor shall not receive any compensation for extra work performed
without the prior written authorization of City. As used herein, "extra work" means any work that
is determined by City to be necessary for the proper completion of the Project, but which is not
included within the Scope of Services and which the parties did not reasonably anticipate would
be necessary at the time of execution of this Agreement. Compensation for any authorized
extra work shall be paid in accordance with the payment schedule as set forth in Exhibit "C," if
the extra work has been approved by the City.
5.6 Licenses, Permits, Fees, and Assessments. Contractor shall obtain, at
Contractor's sole cost and expense, such licenses, permits, and approvals as may be required
by law for the performance of the services required by this Agreement. Contractor shall have the
sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and
interest, which may be imposed by law and which arise from or are necessary for the
performance of the Services by this Agreement.
6.0 PAYMENT.
6.1 As scheduled services are completed, Contractor shall submit to the
City an invoice for the services completed, authorized expenses, and authorized extra work
actually performed or incurred according to said schedule.
6.2 Each such invoice shall state the basis for the amount invoiced, including
a detailed description of the services completed, the number of hours spent, reimbursable
expenses incurred and any extra work performed.
6.3 Contractor shall also submit a progress report with each invoice that
describes in reasonable detail the services and the extra work, if any, performed in the
immediately preceding calendar month.
6.4 Contractor understands and agrees that invoices which lack sufficient
detail to measure performance will be returned and not processed for payment.
6.5 City will pay Contractor the amount invoiced within thirty (30) days after
the City approves the invoice.
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6.6 Payment of such invoices shall be payment in full for all services,
authorized costs, and authorized extra work covered by that invoice.
7.0 CITY'S RESPONSIBILITY. City shall cooperate with Contractor as may be
reasonably necessary for Contractor to perform its services; and will give any required decisions
as promptly as practicable so as to avoid unreasonable delay in the progress of Contractor's
services.
8.0 COORDINATION OF SERVICES. Contractor agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants, and other
staff at all reasonable times.
9.0 INDEMNITY. Contractor agrees to indemnify City, its officers, elected officials,
employees and agents against, and will hold and save each of them harmless from, any and all
actions, suits, claims, damages to persons or property, losses, costs, penalties, obligations,
errors, omissions or liabilities (herein "claims or liabilities"), including but not limited to
professional negligence, that may be asserted or claimed by any person, firm or entity arising
out of or in connection with the work, operations or activities of Contractor, its agents,
employees, subcontractors, or invitees, provided for herein, or arising from the acts or
omissions of Contractor hereunder, or arising from Contractor's performance of or failure to
perform any term, provision, covenant or condition of this Agreement, except to the extent such
claims or liabilities arise from the gross negligence or willful misconduct of City, its officers,
elected officials, agents or employees.
10.0 INSURANCE. Contractor shall, at its own expense, procure and maintain
policies of insurance of the types and in the amounts set forth below, for the duration of the
Contract, including any extensions thereto. The policies shall state that they afford primary
coverage.
i. Automobile Liability with minimum limits of at least $1,000,000 combined single
limit, including owned, hired, and non -owned liability coverage.
ii. Contractor agrees to subrogate automobile liability resulting from performance
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under this agreement by agreeing to defend, indemnify and hold harmless, the City, and its
respective employees, agents, and City Council from and against all claims, liabilities, suits,
losses, damages, injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under the performance of
the services.
iii. General Liability with minimum limits of at least $1,000,000 per occurrence and
$2,000,000 aggregate written on an Insurance Services Office (ISO) Comprehensive General
Liability "occurrence" form or its equivalent for coverage on an occurrence
basis. Premises/Operations and Personal Injury coverage is required. The City of Vernon, its
directors, commissioners, officers, employees, agents, and volunteers must be endorsed on the
policy as additional insureds as respects liability arising out of the Contractor's performance of
this Contract.
(1) If Contractor employs other contractors as part of the services rendered,
Contractor's Protective Coverage is required. Contractor may include all
subcontractors as insureds under its own policy or shall furnish separate
insurance for each subcontractor, meeting the requirements set forth
herein.
(2) Contractor agrees to subrogate General Liability resulting from
performance under this agreement by agreeing to defend, indemnify and
hold harmless, the City, and its respective employees, agents, and City
Council from and against all claims, liabilities, suits, losses, damages,
injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under
the performance of the services.
iv. Professional Errors and Omissions coverage in a sum of at least $1,000,000,
where such risk is applicable. Applicable aggregates must be identified and claims history
provided to determine amounts remaining under the aggregate. Contractor shall maintain such
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coverage for at least one (1) year after the termination of this Agreement.
V. Contractor shall comply with the applicable sections of the California Labor Code
concerning workers' compensation for injuries on the job. In addition, Contractor shall require
each subcontractor to similarly maintain workers' compensation insurance in accordance with
the laws for California for all of the subcontractor's employees. Compliance is accomplished in
one of the following manners:
(1) Provide copy of permissive self-insurance certificate approved by the
State of California; or
(2) Secure and maintain in force a policy of workers' compensation insurance
with statutory limits and Employer's Liability Insurance with a minimal limit
of $1,000,000 per accident. The policy shall be endorsed to waive all
rights of subrogation against City, its directors, commissioners, officers,
employees, and volunteers for losses arising from performance of this
Contract; or
(3) Provide a "waiver" form certifying that no employees subject to the Labor
Code's Workers' Compensation provision will be used in performance of
this Contract.
vi. Each insurance policy included in this clause shall be endorsed to state that
coverage shall not be cancelled except after thirty (30) days' prior written notice to City.
vii. Insurance shall be placed with insurers with a Best's rating of no less than A-VIII.
viii. Prior to commencement of performance, Contractor shall furnish City with a
certificate of insurance for each policy. Each certificate is to be signed by a person authorized
by that insurer to bind coverage on its behalf. The certificate(s) must be in a form approved by
City. City may require complete, certified copies of any or all policies at any time.
ix. Failure to maintain required insurance at all times shall constitute a default and
material breach. In such event, Contractor shall immediately notify City and cease all
performance under this Contract until further directed by the City. In the absence of satisfactory
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insurance coverage, City may, at its option: (a) procure insurance with collection rights for
premiums, attorney's fees and costs against Contractor by way of set-off or recoupment from
sums due to Contractor, at City's option; (b) immediately terminate this Contract and seek
damages from the Contract resulting from said breach; or (c) self -insure the risk, with all
damages and costs incurred, by judgment, settlement or otherwise, including attorney's fees
and costs, being collectible from Contractor, by way of set-off or recoupment from any sums due
to Contractor.
11.0 GENERAL TERMS AND CONDITIONS.
11.1 INDEPENDENT CONTRACTOR.
11.1.1 It is understood that in the performance of the services herein
provided for, Contractor shall be, and is, an independent contractor, and is not an agent, officer
or employee of City and shall furnish such services in its own manner and method except as
required by this Contract, or any applicable statute, rule, or regulation. Further, Contractor has
and shall retain the right to exercise full control over the employment, direction, compensation
and discharge of all persons employed by Contractor in the performance of the services
hereunder. City assumes no liability for Contractor's actions and performance, nor assumes
responsibility for taxes, bonds, payments, or other commitments, implied or explicit, by or for
Contractor. Contractor shall be solely responsible for, and shall indemnify, defend and save
City harmless from all matters relating to the payment of its employees, subcontractors and
independent contractors, including compliance with social security, withholding and all other
wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever.
11.1.2 Contractor acknowledges that Contractor and any subcontractors,
agents or employees employed by Contractor shall not, under any circumstances, be
considered employees of the City, and that they shall not be entitled to any of the benefits or
rights afforded employees of City, including, but not limited to, sick leave, vacation leave,
holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term
disability or workers' compensation insurance benefits.
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11.2 CONTRACTOR NOT AGENT. Except as the City may authorize
in writing, Contractor and its subcontractors shall have no authority, express or implied, to act
on behalf of or bind the City in any capacity whatsoever as agents or otherwise.
11.3 OWNERSHIP OF WORK. All documents and materials furnished by the
City to Contractor shall remain the property of the City and shall be returned to the City upon
termination of this Agreement. All reports, drawings, plans, specifications, computer tapes,
floppy disks and printouts, studies, memoranda, computation sheets, and other documents
prepared by Contractor in furtherance of the work shall be the sole property of City and shall be
delivered to City whenever requested at no additional cost to the City. Contractor shall keep
such documents and materials on file and available for audit by the City for at least three (3)
years after completion or earlier termination of this Contract. Contractor may make duplicate
copies of such materials and documents for its own files or for such other purposes as may be
authorized in writing by the City.
11.4 CORRECTION OF WORK. Contractor shall promptly correct any
defective, inaccurate or incomplete tasks, deliverables, goods, services and other work, without
additional cost to the City. The performance or acceptance of services furnished by Contractor
shall not relieve the Contractor from the obligation to correct subsequently discovered defects,
inaccuracy, or incompleteness.
11.5 RESPONSIBILITY FOR ERRORS. Contractor shall be responsible for its
work and results under this Agreement. Contractor, when requested, shall furnish clarification
and/or explanation as may be required by the City, regarding any services rendered under this
Agreement at no additional cost to City. In the event that an error or omission attributable to
Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design
drawings, estimates and other Contractor professional services necessary to rectify and correct
the matter to the sole satisfaction of City and to participate in any meeting required with regard
to the correction.
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11.6 WAIVER. The City's waiver of any term, condition, breach, or default of
this Contract shall not be considered to be a waiver of any other term, condition, default or
breach, nor of a subsequent breach of the one waived. The delay or failure of either party at any
time to require performance or compliance by the other of any of its obligations or agreements
shall in no way be deemed a waiver of those rights to require such performance or compliance.
No waiver of any provision of this Agreement shall be effective unless in writing and signed by a
duly authorized representative of the party against whom enforcement of a waiver is sought.
11.7 SUCCESSORS. This Contract shall inure to the benefit of, and shall be
binding upon, the parties hereto and their respective heirs, successors, and/or assigns.
11.8 NO ASSIGNMENT. Contractor shall not assign or transfer this Contract
or any rights hereunder without the prior written consent of the City and approval by the City
Attorney, which may be withheld in the City's sole discretion. Any unauthorized assignment or
transfer shall be null and void and shall constitute a material breach by the Contractor of its
obligations under this Contract. No assignment shall release the original parties from their
obligations or otherwise constitute a novation.
11.9 COMPLIANCE WITH LAWS. Contractor shall comply with all Federal,
State, County and City laws, ordinances, rules and regulations, which are, as amended from
time to time, incorporated herein and applicable to the performance hereof, including but without
limitation, the Vernon Living Wage Ordinance. Violation of any law material to performance of
this Contract shall entitle the City to terminate the Contract and otherwise pursue its remedies.
Further, if the Contractor performs any work knowing it to be contrary to such laws, rules, and
regulations Contractor shall be solely responsible for all costs arising therefrom.
11.10 ATTORNEY'S FEES. If any action at law or in equity is brought to
enforce or interpret the terms of this Contract, the prevailing party shall be entitled to reasonable
attorney's fees, costs, and necessary disbursements in addition to any other relief to which such
party may be entitled.
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11.11 INTERPRETATION.
11.11.1 Applicable Law. This Contract shall be deemed a contract and
shall be governed by and construed in accordance with the laws of the State of California.
Contractor agrees that the State and Federal courts which sit in the State of California shall
have exclusive jurisdiction over all controversies and disputes arising hereunder, and submits to
the jurisdiction thereof.
11.11.2 Entire Agreement. This Contract, including any exhibits
attached hereto, constitutes the entire agreement and understanding between the parties
regarding its subject matter and supersedes all prior or contemporaneous negotiations,
representations, understandings, correspondence, documentation, and agreements (written or
oral).
11.11.3 Written Amendment. This Contract may only be changed by
written amendment signed by Contractor and the City Administrator or other authorized
representative of the City, subject to any requisite authorization by the City Council. Any oral
representations or modifications concerning this Contract shall be of no force or effect.
11.11.4 Severability. If any provision in this Contract is held by any
court of competent jurisdiction to be invalid, illegal, void, or unenforceable, such portion shall be
deemed severed from this Contract, and the remaining provisions shall nevertheless continue in
full force and effect as fully as though such invalid, illegal, or unenforceable portion had never
been part of this Contract.
11.11.5 Order of Precedence. In case of conflict between the terms of
this Contract and the terms contained in any document attached as an Exhibit or otherwise
incorporated by reference, the terms of this Contract shall strictly prevail. The terms of the City's
Request for Proposals shall control over the Contractor's Proposal.
11.11.6 Duplicate Originals. There shall be two (2) fully signed copies
of this Contract, each of which shall be deemed an original.
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11.11.7 Construction. In the event an ambiguity or question of intent
or interpretation arises with respect to this Agreement, this Agreement shall be construed as if
drafted jointly by the parties and in accordance with its fair meaning. There shall be no
presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of
any of the provisions of this Agreement.
11.12 TIME OF ESSENCE. Time is strictly of the essence of this contract and
each and every covenant, term, and provision hereof.
11.13 AUTHORITY OF CONTRACTOR. The Contractor hereby represents
and warrants to the City that the Contractor has the right, power, legal capacity, and authority to
enter into and perform its obligations under this Contract, and its execution of this Contract has
been duly authorized.
11.14 ARBITRATION OF DISPUTES. Any dispute for under $25,000
arising out of or relating to the negotiation, construction, performance, non-performance,
breach, or any other aspect of this Contract, shall be settled by binding arbitration in accordance
with the Commercial Rules of the American Arbitration Association at Los Angeles, California
and judgment upon the award rendered by the Arbitrators may be entered in any court having
jurisdiction thereof. The City does not waive its right to object to the timeliness or sufficiency of
any claim filed or required to be filed against the City and reserves the right to conduct full
discovery.
11.15 NOTICES. Any notice or demand to be given by one party to the other
must be given in writing and by personal delivery or prepaid first-class, registered or certified
mail, addressed as follows. Notice simply to the City of Vernon or any other City department is
not adequate notice.
If to the City:
City of Vernon
Public Utilities Department
Attention: Abraham Alemu, General Manager
4305 Santa Fe Avenue
Vernon, CA 90058
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If to the Contractor:
G2 Integrated Solutions, LLC
Attn: John F. Kill, General Manager, GCRO
10850 Richmond Avenue, Suite 200
Houston, TX 77042
Any such notice shall be deemed to have been given upon delivery, if personally
delivered, or, if mailed, upon receipt, or upon expiration of three (3) business days from the date
of posting, whichever is earlier. Either party may change the address at which it desires to
receive notice upon giving written notice of such request to the other party.
11.16 NO THIRD PARTY RIGHTS. This Agreement is entered into for the sole
benefit of City and Contractor and no other parties are intended to be direct or incidental
beneficiaries of this Agreement and no third party shall have any right or remedy in, under, or to
this Agreement.
11.17 TERMINATION FOR CONVENIENCE (Without Cause). City may
terminate this Contract in whole or in part at any time, for any cause or without cause, upon
fifteen (15) calendar days' written notice to Contractor. If the Contract is thus terminated by City
for reasons other than Contractor's failure to perform its obligations, City shall pay Contractor a
prorated amount based on the services satisfactorily completed and accepted prior to the
effective date of termination. Such payment shall be Contractor's exclusive remedy for
termination without cause.
11.18 DEFAULT. In the event either party materially defaults in its obligations
hereunder, the other party may declare a default and terminate this Contract by written notice to
the defaulting party. The notice shall specify the basis for the default. The Contract shall
terminate unless such default is cured before the effective date of termination stated in such
notice, which date shall be no sooner than ten (10) days after the date of the notice. In case of
default by Contractor, the City reserves the right to procure the goods or services from other
sources and to hold the Contractor responsible for any excess costs occasioned to the City
thereby. Contractor shall not be held accountable for additional costs incurred due to delay or
default as a result of Force Majeure. Contractor must notify the City immediately upon knowing
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that non-performance or delay will apply to this Contract as a result of Force Majeure. At that
time Contractor is to submit in writing a Recovery Plan for this Contract. If the Recovery Plan is
not acceptable to the City or not received within 10 days of the necessary notification of Force
Majeure default, then the city may cancel this order in its entirety at no cost to the City, owing
only for goods and services completed to that point.
11.19 TERMINATION FOR CAUSE. Termination for cause shall relieve the
terminating party of further liability or responsibility under this Contract, including the payment of
money, except for payment for services satisfactorily and timely performed prior to the service of
the notice of termination, and except for reimbursement of (1) any payments made by the City
for service not subsequently performed in a timely and satisfactory manner, and (2) costs
incurred by the City in obtaining substitute performance. If this Agreement is terminated as
provided herein, City may require, at no additional cost to City, that Contractor provide all
finished or unfinished documents, data, and other information of any kind prepared by
Contractor in connection with the performance of Services under this Agreement. Contractor
shall be required to provide such document and other information within fifteen (15) days of the
request.
11.19.1 Additional Services. In the event this Agreement is terminated in
whole or in part as provided herein, City may procure, upon such terms and in such manner as
it may determine appropriate, services similar to those terminated.
11.20 MAINTENANCE AND INSPECTION OF RECORDS.
The City, or its authorized auditors or representatives, shall have access
to and the right to audit and reproduce any of the Contractor's records to the extent the City
deems necessary to insure it is receiving all money to which it is entitled under the Contract
and/or is paying only the amounts to which Contractor is properly entitled under the Contract or
for other purposes relating to the Contract.
The Contractor shall maintain and preserve all such records for a period
of at least three (3) years after termination of the Contract.
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The Contractor shall maintain all such records in the City of Vernon. If
not, the Contractor shall, upon request, promptly deliver the records to the City of Vernon or
reimburse the City for all reasonable and extra costs incurred in conducting the audit at a
location other than the City of Vernon, including, but not limited to, such additional (out of the
City) expenses for personnel, salaries, private auditors, travel, lodging, meals, and overhead.
11.21 CONFLICT. Contractor hereby represents, warrants, and certifies that no
member, officer, or employee of the Contractor is a director, officer, or employee of the City of
Vernon, or a member of any of its boards, commissions, or committees, except to the extent
permitted by law.
11.22 HEADINGS. Paragraphs and subparagraph headings contained in this
Agreement are included solely for convenience and are not intended to modify, explain or to be
a full or accurate description of the content thereof and shall not in any way affect the meaning
or interpretation of this Agreement.
11.23 ENFORCEMENT OF WAGE AND HOUR LAWS. Eight hours labor
constitutes a legal day's work. The Contractor, or subcontractor, if any, shall forfeit twenty-five
dollars ($25) for each worker employed in the execution of this Agreement by the respective
Contractor or subcontractor for each calendar day during which the worker is required or
permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar
week in violation of the provisions of Sections 1810 through 1815 of the California Labor Code
as a penalty paid to the City; provided, however, work performed by employees of contractors in
excess of 8 hours per day, and 40 hours during any one week, shall be permitted upon
compensation for all hours worked in excess of 8 hours per day at not less than 1'/2 times the
basic rate of pay.
11.24 LIVING WAGES Contractor, and any Subcontractor(s), shall comply with
the City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit
"D". Upon the City's request, certified payroll records shall promptly be provided to the City
15
11.25 EQUAL EMPLOYMENT OPPORTUNITY PRACTICES. Contractor
certifies and represents that, during the performance of this Contract, it and any other parties
with whom it may subcontract shall adhere to equal employment opportunity practices to assure
that applicants, employees and recipients of service are treated equally and are not
discriminated against because of their race, religion, color, national origin, ancestry, disability,
sex, age, medical condition, sexual orientation or marital status. Contractor further certifies that
it will not maintain any segregated facilities. Contractor further agrees to comply with The Equal
Employment Opportunity Practices provisions as set forth in Exhibit "E".
[Signatures Begin on Next Page].
16
IN WITNESS WHEREOF, the Parties have signed this Agreement as of the
Commencement Date stated on the cover page.
City of Vernon, a California charter City
and California municipal corporation
Carlos R. Fandino, City Administrator
ATTEST:
Lisa Pope, City Clerk
APPROVED AS TO FORM:
Arnold M. Alvarez-Glasman, Interim City
Attorney
G2 Integrated Solutions, LLC, a Texas limited
liability company
By:
Name:
Title:
By:
Name:
Title:
17
EXHIBIT A
REQUEST FOR PROPOSALS
W.
City of Vernon
Request for Proposals (RFP)
Natural Gas Financial and Compliance
Support Services
OF
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NEW
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City of Vernon
Public Utilities Department
4305 Santa Fe Avenue, Vernon, CA 90058
Phone: (323) 583-8811
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
1. INTRODUCTION AND PROJECT
The City of Vernon is requesting proposals for Natural Gas Financial, Operational, and Compliance
Services to conduct various specialized support activities beyond the daily operations of the gas system.
The City reserves the right to award contracts to multiple contractors as a result of this Request for
Proposals (RFP). Alternatively, the City may select one contractors for the entirety of the requested
services, however, no more than one contractor will be selected for each distinct Service Area listed
below in Section 4. Selection will be based on demonstrated competence in each subject area, and a
cost-effective approach to design, conduct, and assist with the specific items defined in this RFP.
2. BACKGROUND
The City of Vernon was founded in 1905, is approximately 5.2 square miles in size and is located
approximately 5 miles southeast of downtown Los Angeles California. Over its long history, Vernon has
been developed as an industrial community. At the turn of the 201" century the lands that make up Vernon
were comprised largely of farmlands. The presence of three major rail lines in the area led influential
business and property owners to encourage the railroad companies to run spur lines onto the farmlands.
These rail extensions enabled the creation of an "exclusively industrial" city. By the 1920's, Vernon was
attracting large stockyards and meatpacking facilities. In the 1930's, Vernon became the location of
choice for many heavy industrial plants. As economic conditions changed over the decades, these large-
scale industrial operations have relocated out of Southern California and Vernon has attracted smaller,
lighter industrial facilities. The City's business friendly environment, low cost utilities and key location for
trucking and rail transport continue to position Vernon as an ideal location for industrial uses.
City Government: The City Council consists of five members, elected at -large, who serve five-year
staggered terms. The City Council annually appoints a Mayor and a Mayor Pro Tern from its own
membership to serve one-year terms.
Labor Force: Vernon has approximately 280 employees, and its departments include a Fire Department,
Police Department, Finance Department, Public Works Department, Public Utilities Department and
Health and Environmental Control Department. Present bargaining units recognized include the Vernon
Police Officers Benefit Association, Vernon Police Management Association, Vernon Firemen's
Association, the Vernon Fire Management Association, International Brotherhood of Electrical Workers
Local 47, and Teamsters Local 911.
3. OVERALL SERVICE
As a smaller gas utility, Vernon maximizes the operational efficiency of its gas system by using full-time
employees to handle daily operating requirements, while using outside expertise for other requirements
that are periodic or otherwise specialized. In this way, Vernon is able to leverage experience from the
outside without having to hire full-time specialists that would not be fully utilized. The scope below covers
many items that may be requested of the successful proposer. Proposals should be designed such that
the scope of work provided can be flexible based on Vernon's needs. The successful contractor will work
with various personnel from the City: Field staff, the Natural Gas Superintendent, Compliance
Administrator, the Engineering and Operations Managers, and occasionally the General Manager, City
Administrator, and City Council.
Gas System Overview
Page 2 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
The City of Vernon Public Utilities (VPU) obtains its natural gas from various sources. The gas is odorized
and delivered to Vernon by the Southern California Gas Company (SoCalGas). Vernon serves natural
gas to approximately 115 commercial and industrial customers and has the infrastructure to serve
approximately 900 customers within the City's service area. Gas is delivered to the City at two receiving
stations. Vernon's transmission system became operational in 2005, and is a designated high -
consequence area. It is comprised of 7 miles of 10-inch steel main. Vernon's distribution system became
operational in 2006. It consists of approximately 44 miles of 6-inch Polyethylene (PE) pipe.
4. SCOPE OF SERVICES REQUIRED
The City of Vernon is seeking the services of highly qualified consulting firms to assist in:
SERVICE AREA 1: Financial Services
A. Gas Tariff, Rates, and Comparison Analysis
1. Recommend gas rate changes and other changes to Vernon gas tariff
2. Prepare tariff documents for legal and council approval
3. Prepare customer transportation and commodity agreements for execution, as required
B. Gas Accounting and Income/Expense Monitoring
1. Monitor Gas Enterprise income and expenses compared to budget
2. Support preparation of annual gas enterprise budget
3. Provide monthly commodity price for retail customers
C. Natural Gas Marketers and SoCalGas
1. Resolve technical issues with gas marketers and SoCalGas
2. Monitor SoCalGas tariff for changes affecting Vernon
3. Liaison to Resource Management regarding gas procurement matters
4. Provide analysis for proposed NAESB gas purchase agreements
SERVICE AREA 2: Business Development Services
A. Gas Customer Connections / Ongoing Customer Support
1. Develop a municipal gas strategic plan and marketing plan
2. Support ongoing marketing efforts
3. Maintain updated savings comparison templates
4. Evaluate connection economics
5. Support equipment acquisition
SERVICE AREA 3: Compliance Services
A. Pipeline Safety and DOT-PHMSA Compliance (Title 49- Parts 191, 192, and 199 CFR)
1. Support preparation for DOT-PHMSA and/or CPUC audits and inspections
2. Ongoing support for compliance with DOT-PHMSA requirements
3. Streamline transmission and distribution pipeline integrity management programs, including
pipeline threat & risk assessments
4. Provide subject matter expertise in the documentation and development of processes,
procedures and manuals for smaller utilities
a. Support implementation of compliance management software
Page 3 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
Respondent may submit a proposal for all or may submit multiple proposals for each individual subset of
the identified Service Areas. The Proposals shall clearly identify which subset of the identified Service
Areas the Respondent is proposing. Proposals must include a proposed budget for each individual
Service Area. Respondents will provide a logical breakdown of site visits and offsite analysis. All
deliverables must be provided in both PDF and editable electronic formats. Contractor shall maintain a
list of project action items, updated for all meetings.
VPU's gas pipeline system specifications and compliance programs are not included in this RFP due to
their confidential nature. Upon contract award, Contractors will be required to execute a Non -Disclosure
Agreement to cover all pertinent controlled documents.
5. QUALIFICATIONS & CRITERIA
A. Qualifications: The City of Vernon will select one contractor for each Service Area in the outlined
Scope of Service on the basis of qualifications, experience, and cost. The following are the minimum
qualifications to be used to evaluate responses to this Request for Proposals:
1. Primary person handling each Service Area will have at least ten (10) years of natural gas
experience related to the scope of services provided herein.
2. Proven success with similar services elsewhere, in particular with small utilities.
3. Four-year college degree or advanced degree in the physical sciences, engineering, or related
field (as determined by the city).
4. Service Area 3 respondents must have experience in supporting PHMSA or California Public
Utilities Commission (CPUC) gas audits.
5. Service Area 3 respondents shall have completed a minimum of two PHMSA compliance
program audits resulting in finding of Satisfactory.
B. Selection Criteria: The City will conduct a comprehensive, fair, and impartial evaluation of
proposals received in response to this RFP. All proposals received will be reviewed and evaluated
by a committee of qualified personnel. The name, information, or experience of the individual
members will not be made available to any proposer. The Evaluation Committee will first review and
screen all proposals submitted, except for the cost proposals, according to the minimum
qualifications set forth above. The following criteria will be used in reviewing and comparing the
proposals and in determining the highest scoring bid:
1. 40% Qualifications, background and prior experience of the contractor in the Service
Area(s) being proposed, experience of key staff assigned to oversee services provided
to Vernon, evaluation of size and scope of similar work performed and success on that
work.
2. 30% Cost and fees to the City for handling matters. Cost is not the sole determining
factor but will be taken into consideration. Proposer must offer services at a rate
comparable to the rate proposer offers to other governmental entities for similar work.
Offering a higher rate to the City than the comparable rate is grounds for disqualification
of the Proposer. If rates differ for different types or levels of service, or for different
Service Areas, the Proposer should so state.
3. 10% Responsiveness to the RFP, and quality and responsiveness of the proposal.
4. 20% References including past performance of proposer.
Page 4 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
6. FORMAT AND DELIVERY OF RESPONSE
Respondents are asked to submit one (1) unbound original, (4) hard copies and one (1) electronic copy
(via email to AKimmey@ci.vernon.ca.us) of their proposals in sufficient detail to allow for a thorough
evaluation and comparative analysis. The proposal should include, at a minimum, the following
information in sectionalized format addressing all phases of the work in the RFP.
A. Format: Limit your proposal to 20 typed 8.5" X 11" pages, or fewer, on white bond paper of at
least 20-pound weight single sided (excluding cover letter and attachments. You may attach a
company brochure if you wish, but it must be as a separate attachment and independent from the
required elements noted above.
1. Use a conventional typeface with a minimum font size of 12 points. Use a 1" margin on
all boarders.
2. Organize your submittal in the order described above.
3. Prominently label the package: "Natural Gas Support Services" and include the name of
the primary contact for the respondent.
Deliver the response to:
City of Vernon
Attention: Angela Kimmey, Compliance Administrator
4305 Santa Fe Avenue
Vernon, CA 90058
4. Responses are due on or before 5:00 p.m. on Monday February 17', 2020. Late
response will not be accepted.
5. If you have any questions about this RFP, related to Service Areas 1 or 2 please contact
Todd Dusenberry TDusenberry(a)-ci.vernon.ca.us (323) 583-8811 ext. 579. For questions
related to Service Area 3, please contact Angela Kimmey AKimmey(a ci.vernon.ca.us at
(323) 583-8811 ext. 876. Please note that any questions asked and any response
provided by Vernon will be sent to every person who will be submitting a proposal, to the
extent the City is aware of them.
B. Cover Letter: All proposals shall include a cover letter which states that the proposal shall remain
valid for a period of not less than ninety (90) days from the date of submittal. If the proposal
contemplates the use of sub -contractors, the sub -contractors shall be identified in the cover letter.
If the proposal is submitted by a business entity, the cover letter shall be signed by an officer
authorized to contractually bind the business entity. With respect to the business entity, the cover
letter shall also include: the identification of the business entity, including the name, address and
telephone number of the business entity; and the name, title, address and telephone number of a
contact person during the proposal evaluation period.
C. Introduction: Present an introduction of the proposal and your understanding of the assignment
and significant steps, methods and procedures to be employed by the proposer to ensure quality
deliverables that can be delivered within the required time frames and your identified budget.
D. General Scope of Work: Briefly summarize the scope of work as the proposer perceives or
envisions it for each Service Area proposed.
Page 5 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
E. Work Plan: Present concepts for conducting the work plan and interrelationship of all projects.
Define the scope of each task including the depth and scope of analysis or research proposed.
F. Fees and costs: Although an important aspect of consideration, the financial cost estimate will not
be the sole justification for consideration. Negotiations may or may not be conducted with the
proposer; therefore, the proposal submitted should contain the proposer's most favorable terms
and conditions, since selection and award may be made without discussion with any contractor. All
prices should reflect "not to exceed" amounts per item. Proposer must offer services at a rate
comparable to the rate proposer offers to other governmental entities for similar work. Offering a
higher rate to the City than the comparable rate is grounds for disqualification of the Proposer.
G. Ability of the Proposer to Perform: Provide a detailed description of the proposer and his/her/its
qualifications, including names, titles, detailed professional resumes and past experience in similar
work efforts/products of key personnel who will be working on the assignment. Provide a list of
specific related work projects that have been completed by the proposer which are directly related
to the assignment described in this RFP. Note the specific individuals who completed such
project(s). Identify role and responsibility of each member of the project team. Include the amount
of time key personnel will be involved in the respective portions of the assignment. Respondents
are encouraged to supply relevant examples of their professional product. Provide a list of
references.
The selected contractor shall not subcontract any work under the RFP nor assign any work
without the prior written consent of the City.
H. Affidavit of Non -Collusion. Proposer must submit a completed and signed, "Affidavit of Non -
Collusion." (Copy attached as Exhibit A).
7. ADDENDA, CHANGES, AND AMENDMENTS TO THIS SOLICITATION
At any time prior to the due date for responses, the City may make changes, amendments, and addenda
to this solicitation, including changing the date due to allow respondents time to address such changes.
Addenda, changes, and amendments, if made, will be posted on the City's website
(www.cityofvernon.org), which is deemed adequate notice. A proposer may make a request to the City's
project coordinator to be placed on a list of persons to receive notice of any such addenda, changes, or
amendments. The preferred manner of communications is via e-mail due to its timeliness.
8. CONDITIONS FOR RESPONSES TO RFP
The following conditions apply to this RFP process:
A. Nothing contained in this RFP shall create any contractual relationship between the respondent and
the City.
B. This RFP does not obligate the City to establish a list of service providers qualified as prime
contractors, or award a contract to any respondent. The City reserves the right to amend or cancel
this RFP without prior notice, at any time, at its sole discretion.
C. The City shall not be liable for any expenses incurred by any individual or organization in connection
with this RFP.
Page 6 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
D. No conversations or agreements with any officer, agent, or employee of the City shall affect or
modify any terms of this RFP. Oral communications or any written/e-mail materials provided by
any person other than designated contact staff of City shall not be considered binding.
E. The City reserves the right, in its sole discretion, to accept or reject any or all Proposals without
prior notice and to waive any minor irregularities or defects in a Proposal. The City reserves the
right to seek clarification on a Proposal with any source.
F. The dates, times, and sequence of events related to this RFP shall ultimately be determined by the
City. The schedule shown above is subject to change, at the sole discretion of the City, although
the City will attempt to follow it and, if it must be altered, will attempt to provide reasonable notice
of the changes.
G. Respondents shall not issue any news release pertaining to this RFP, or the City without prior
written approval of the City.
H. All submitted proposals and information included therein or attached thereto shall become public
record upon delivery to the City.
9. RIGHT BY THE CITY TO WITHDRAW THIS REQUEST
The City may, at its sole discretion and for any reason whatsoever, withdraw this solicitation at any time.
10. LIVING WAGE ORDINANCE
The selected consultant shall pay qualifying employees a wage of not less than $10.30 per hour with
health benefits, or $11.55 per hour without health benefits. The consultant shall also provide qualifying
employees at least twelve days off per year for sick leave, vacation or personnel necessity, and an
additional ten days a year of uncompensated time for sick leave. There shall be a prohibition on an
employer retaliation against an employee's complaining to the City with regard to the employer's
compliance with the living wage ordinance. Contractor, and any Subcontractor(s), shall comply with the
City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit "D" of the
standard form contract, attached hereto as Exhibit B. Upon the City's request, certified payroll records
shall promptly be provided to the City.
11. STANDARD TERMS AND CONDITIONS
Prior to the award of any work hereunder, City and proposer shall enter into the written contract for
services attached hereto as Exhibit B. Proposers responding to this RFP are strongly advised to review
all the terms and conditions of the Contract. The term of the Contract shall not exceed three (3) years.
Page 7 of 9
December 2019
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
EXHIBIT A
AFFIDAVIT OF NON -COLLUSION
Page 8 of 9
December 2019
AFFIDAVIT OF NON -COLLUSION BY CONTRACTOR
STATE OF CALIFORNIA )
) SS
COUNTY OF LOS ANGELES )
being first duly sworn deposes
and says that he/she is
(Insert "Sole Owner", 'Partner", "President, "Secretary", or other proper title)
of
(Insert name of bidder)
who submits herewith to the City of Vernon a bid/proposal;
That all statements of fact in such bid/proposal are true;
That such bid/proposal was not made in the interest of or on behalf of any undisclosed person,
partnership, company, association, organization or corporation;
That such bid/proposal is genuine and not collusive or sham;
That said bidder has not, directly or indirectly by agreement, communication or conference with anyone
attempted to induce action prejudicial to the interest of the City of Vernon, or of any other bidder or
anyone else interested in the proposed contract; and further
That prior to the public opening and reading of bids/proposals, said bidder:
a. Did not directly or indirectly, induce or solicit anyone else to submit a false or sham
bid/proposal;
b. Did not directly or indirectly, collude, conspire, connive or agree with anyone else that said
bidder or anyone else would submit a false or sham bid/proposal, or that anyone should refrain
from bidding or withdraw his/her bid/proposal;
C. Did not, in any manner, directly or indirectly seek by agreement, communication or conference
with anyone to raise or fix the bid/proposal price of said bidder or of anyone else, or to raise or
fix any overhead, profit or cost element of his/her bid/proposal price, or of that of anyone else;
d. Did not, directly or indirectly, submit his/her bid/proposal price or any breakdown thereof, or
the contents thereof, or divulge information or data relative thereto, to any corporation,
partnership, company, association, organization, bid depository, or to any member or agent
thereof, or to any individual or group of individuals, except the City of Vernon, or to any person
or persons who have a partnership or other financial interest with said bidder in his/her business.
I certify under penalty of perjury that the above information is correct
Title:
Date:
March 2013
City of Vernon Natural Gas Financial and Compliance Support Services Request for Proposals
1*3:111.11a
STANDARD FORM CONTRACT
Page 9 of 9
December 2019
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND [CONTRACTOR'S
NAME] FOR [BRIEF DESCRIPTION OF SERVICES]
Contractor:
Responsible Principal of Contractor:
Notice Information - Contractor:
Notice Information - City:
Commencement Date:
Termination Date:
Consideration:
Records Retention Period
COVER PAGE
[insert name of contractor]
[insert name, title]
[insert name of contractor]
[insert street address]
[insert city, state, zip code]
Attention: [insert name, title]
Phone: [insert phone number]
Facsimile: [insert fax number]
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Attention: Abraham Alemu
Utilities General Manager
Telephone: (323) 583-8811 ext. 834
Facsimile: (323) 826-1408
[insert commencement date]
[insert termination date]
Total not to exceed $[insert amount]
(includes all applicable sales tax); and more
particularly described in Exhibit C
Three (3) years, pursuant to Section 11.20
December 2017
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND [CONTRACTOR'S NAME]
FOR [BRIEF DESCRIPTION OF SERVICES]
This Contract is made between the City of Vernon ("City"), a California charter City and
California municipal corporation ("City"), and [Contractor's Name], a [State incorporated in]
corporation ("Contractor")
The City and Contractor agree as follows:
1.0 EMPLOYMENT OF CONTRACTOR. City agrees to engage Contractor to
perform the services as hereinafter set forth as authorized by the City Council on
2.0 SCOPE OF SERVICES.
2.1 Contractor shall perform all work necessary to complete the services set
forth in the Request for Proposals dated
, Exhibit "A", and Contractor's proposal to
the City ("Proposal") dated , Exhibit "B", both of which are attached to and
incorporated into this Contract, by reference.
2.2 All services shall be performed to the satisfaction of City.
2.3 All services shall be performed in a competent, professional, and
satisfactory manner in accordance with the prevailing industry standards for such services.
3.0 PERSONNEL.
3.1 Contractor represents that it employs, or will employ, at its own expense,
all personnel required to perform the services under this Contract.
3.2 Contractor shall not subcontract any services to be performed by it under
this Contract without prior written approval of City.
3.3 All of the services required hereunder will be performed by Contractor or
by City -approved subcontractors. Contractor, and all personnel engaged in the work, shall be
fully qualified and authorized or permitted under State and local law to perform such services
and shall be subject to approval by the City.
4.0 TERM.
2 December 2017
The term of this Contract shall commence on [state date], and it shall continue until [state date
which may not be more than three years from the commencement date], unless terminated at
an earlier date pursuant to the provisions thereof.
5.0 COMPENSATION AND FEES.
5.1 Contractor has established rates for the City of Vernon which are
comparable to and do not exceed the best rates offered to other governmental entities in and
around Los Angeles County for the same services. For satisfactory and timely performance of
the services, the City will pay Contractor in accordance with the payment schedule set forth in
Exhibit "C" attached hereto and incorporated herein by reference.
5.2 Contractor's grand total compensation for the entire term of this Contract,
shall not exceed [state amount] without the prior authorization of the City, as appropriate, and
written amendment of this Contract.
5.3 Contractor shall, at its sole cost and expense, furnish all necessary and
incidental labor, material, supplies, facilities, equipment, and transportation which may be
required for furnishing services pursuant to this Contract. Materials shall be of the highest
quality. The above Contract fee shall include all staff time and all clerical, administrative,
overhead, insurance, reproduction, telephone, air travel, auto rental, subsistence, and all related
costs and expenses.
5.4 City shall reimburse Contractor only for those costs or expenses
specifically approved in this Agreement, or specifically approved in writing in advance by City.
Unless otherwise approved, such costs shall be limited and include nothing more than the
following costs incurred by Contractor:
5.4.1 The actual costs of subcontractors for performance of any of the
services that Contractor agrees to render pursuant to this Agreement, which have been
approved in advance by City and awarded in accordance with this Agreement.
5.4.2 Approved reproduction charges.
3 December 2017
5.4.3 Actual costs and/or other costs and/or payments specifically
authorized in advance in writing and incurred by Contractor in the performance of this
Agreement.
5.5 Contractor shall not receive any compensation for extra work performed
without the prior written authorization of City. As used herein, "extra work" means any work that
is determined by City to be necessary for the proper completion of the Project, but which is not
included within the Scope of Services and which the parties did not reasonably anticipate would
be necessary at the time of execution of this Agreement. Compensation for any authorized
extra work shall be paid in accordance with the payment schedule as set forth in Exhibit "C," if
the extra work has been approved by the City.
5.6 Licenses, Permits, Fees, and Assessments. Contractor shall obtain, at
Contractor's sole cost and expense, such licenses, permits, and approvals as may be required
by law for the performance of the services required by this Agreement. Contractor shall have the
sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and
interest, which may be imposed by law and which arise from or are necessary for the
performance of the Services by this Agreement.
6.0 PAYMENT.
6.1 As scheduled services are completed, Contractor shall submit to the
City an invoice for the services completed, authorized expenses, and authorized extra work
actually performed or incurred according to said schedule.
6.2 Each such invoice shall state the basis for the amount invoiced, including
a detailed description of the services completed, the number of hours spent, reimbursable
expenses incurred and any extra work performed.
6.3 Contractor shall also submit a progress report with each invoice that
describes in reasonable detail the services and the extra work, if any, performed in the
immediately preceding calendar month.
4 December 2017
6.4 Contractor understands and agrees that invoices which lack sufficient
detail to measure performance will be returned and not processed for payment.
6.5 City will pay Contractor the amount invoiced within thirty (30) days after
the City approves the invoice.
6.6 Payment of such invoices shall be payment in full for all services,
authorized costs, and authorized extra work covered by that invoice.
7.0 CITY'S RESPONSIBILITY. City shall cooperate with Contractor as may be
reasonably necessary for Contractor to perform its services; and will give any required decisions
as promptly as practicable so as to avoid unreasonable delay in the progress of Contractor's
services.
8.0 COORDINATION OF SERVICES. Contractor agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants, and other
staff at all reasonable times.
9.0 INDEMNITY. Contractor agrees to indemnify City, its officers, elected officials,
employees and agents against, and will hold and save each of them harmless from, any and all
actions, suits, claims, damages to persons or property, losses, costs, penalties, obligations,
errors, omissions or liabilities (herein "claims or liabilities"), including but not limited to
professional negligence, that may be asserted or claimed by any person, firm or entity arising
out of or in connection with the work, operations or activities of Contractor, its agents,
employees, subcontractors, or invitees, provided for herein, or arising from the acts or
omissions of Contractor hereunder, or arising from Contractor's performance of or failure to
perform any term, provision, covenant or condition of this Agreement, except to the extent such
claims or liabilities arise from the gross negligence or willful misconduct of City, its officers,
elected officials, agents or employees.
10.0 INSURANCE. Contractor shall, at its own expense, procure and maintain
policies of insurance of the types and in the amounts set forth below, for the duration of the
Contract, including any extensions thereto. The policies shall state that they afford primary
5 December 2017
coverage.
Automobile Liability with minimum limits of at least $1,000,000 combined single
limit, including owned, hired, and non -owned liability coverage.
Contractor agrees to subrogate automobile liability resulting from performance
under this agreement by agreeing to defend, indemnify and hold harmless, the City, and its
respective employees, agents, and City Council from and against all claims, liabilities, suits,
losses, damages, injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under the performance of
the services.
iii. General Liability with minimum limits of at least $1,000,000 per occurrence and
$2,000,000 aggregate written on an Insurance Services Office (ISO) Comprehensive General
Liability "occurrence" form or its equivalent for coverage on an occurrence basis.
Premises/Operations and Personal Injury coverage is required. The City of Vernon, its
directors, commissioners, officers, employees, agents, and volunteers must be endorsed on the
policy as additional insureds as respects liability arising out of the Contractor's performance of
this Contract.
(1) If Contractor employs other contractors as part of the services rendered,
Contractor's Protective Coverage is required. Contractor may include all
subcontractors as insureds under its own policy or shall furnish separate
insurance for each subcontractor, meeting the requirements set forth
herein.
(2) Contractor agrees to subrogate General Liability resulting from
performance under this agreement by agreeing to defend, indemnify and
hold harmless, the City, and its respective employees, agents, and City
Council from and against all claims, liabilities, suits, losses, damages,
injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under
6 December 2017
the performance of the services.
iv. Professional Errors and Omissions coverage in a sum of at least $1,000,000,
where such risk is applicable. Applicable aggregates must be identified and claims history
provided to determine amounts remaining under the aggregate. Contractor shall maintain such
coverage for at least one (1) year after the termination of this Agreement.
V. Contractor shall comply with the applicable sections of the California Labor Code
concerning workers' compensation for injuries on the job. In addition, Contractor shall require
each subcontractor to similarly maintain workers' compensation insurance in accordance with
the laws for California for all of the subcontractor's employees. Compliance is accomplished in
one of the following manners:
(1) Provide copy of permissive self-insurance certificate approved by the
State of California; or
(2) Secure and maintain in force a policy of workers' compensation insurance
with statutory limits and Employer's Liability Insurance with a minimal limit
of $1,000,000 per accident. The policy shall be endorsed to waive all
rights of subrogation against City, its directors, commissioners, officers,
employees, and volunteers for losses arising from performance of this
Contract; or
(3) Provide a "waiver" form certifying that no employees subject to the Labor
Code's Workers' Compensation provision will be used in performance of
this Contract.
vi. Each insurance policy included in this clause shall be endorsed to state that
coverage shall not be cancelled except after thirty (30) days' prior written notice to City.
vii. Insurance shall be placed with insurers with a Best's rating of no less than A-VIII.
viii. Prior to commencement of performance, Contractor shall furnish City with a
certificate of insurance for each policy. Each certificate is to be signed by a person authorized
by that insurer to bind coverage on its behalf. The certificate(s) must be in a form approved by
7 December 2017
City. City may require complete, certified copies of any or all policies at any time.
ix. Failure to maintain required insurance at all times shall constitute a default and
material breach. In such event, Contractor shall immediately notify City and cease all
performance under this Contract until further directed by the City. In the absence of satisfactory
insurance coverage, City may, at its option: (a) procure insurance with collection rights for
premiums, attorney's fees and costs against Contractor by way of set-off or recoupment from
sums due to Contractor, at City's option; (b) immediately terminate this Contract and seek
damages from the Contract resulting from said breach; or (c) self -insure the risk, with all
damages and costs incurred, by judgment, settlement or otherwise, including attorney's fees
and costs, being collectible from Contractor, by way of set-off or recoupment from any sums due
to Contractor.
11.0 GENERAL TERMS AND CONDITIONS.
11.1 INDEPENDENT CONTRACTOR.
11.1.1 It is understood that in the performance of the services herein
provided for, Contractor shall be, and is, an independent contractor, and is not an agent, officer
or employee of City and shall furnish such services in its own manner and method except as
required by this Contract, or any applicable statute, rule, or regulation. Further, Contractor has
and shall retain the right to exercise full control over the employment, direction, compensation
and discharge of all persons employed by Contractor in the performance of the services
hereunder. City assumes no liability for Contractor's actions and performance, nor assumes
responsibility for taxes, bonds, payments, or other commitments, implied or explicit, by or for
Contractor. Contractor shall be solely responsible for, and shall indemnify, defend and save
City harmless from all matters relating to the payment of its employees, subcontractors and
independent contractors, including compliance with social security, withholding and all other
wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever.
11.1.2 Contractor acknowledges that Contractor and any subcontractors,
g December 2017
agents or employees employed by Contractor shall not, under any circumstances, be
considered employees of the City, and that they shall not be entitled to any of the benefits or
rights afforded employees of City, including, but not limited to, sick leave, vacation leave,
holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term
disability or workers' compensation insurance benefits.
11.2 CONTRACTOR NOT AGENT. Except as the City may authorize
in writing, Contractor and its subcontractors shall have no authority, express or implied, to act
on behalf of or bind the City in any capacity whatsoever as agents or otherwise.
11.3 OWNERSHIP OF WORK. All documents and materials furnished by the
City to Contractor shall remain the property of the City and shall be returned to the City upon
termination of this Agreement. All reports, drawings, plans, specifications, computer tapes,
floppy disks and printouts, studies, memoranda, computation sheets, and other documents
prepared by Contractor in furtherance of the work shall be the sole property of City and shall be
delivered to City whenever requested at no additional cost to the City. Contractor shall keep
such documents and materials on file and available for audit by the City for at least three (3)
years after completion or earlier termination of this Contract. Contractor may make duplicate
copies of such materials and documents for its own files or for such other purposes as may be
authorized in writing by the City.
11.4 CORRECTION OF WORK. Contractor shall promptly correct any
defective, inaccurate or incomplete tasks, deliverables, goods, services and other work, without
additional cost to the City. The performance or acceptance of services furnished by Contractor
shall not relieve the Contractor from the obligation to correct subsequently discovered defects,
inaccuracy, or incompleteness.
11.5 RESPONSIBILITY FOR ERRORS. Contractor shall be responsible for its
work and results under this Agreement. Contractor, when requested, shall furnish clarification
and/or explanation as may be required by the City, regarding any services rendered under this
Agreement at no additional cost to City. In the event that an error or omission attributable to
9 December 2017
Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design
drawings, estimates and other Contractor professional services necessary to rectify and correct
the matter to the sole satisfaction of City and to participate in any meeting required with regard
to the correction.
11.6 WAIVER. The City's waiver of any term, condition, breach, or default of
this Contract shall not be considered to be a waiver of any other term, condition, default or
breach, nor of a subsequent breach of the one waived. The delay or failure of either party at any
time to require performance or compliance by the other of any of its obligations or agreements
shall in no way be deemed a waiver of those rights to require such performance or compliance.
No waiver of any provision of this Agreement shall be effective unless in writing and signed by a
duly authorized representative of the party against whom enforcement of a waiver is sought.
11.7 SUCCESSORS. This Contract shall inure to the benefit of, and shall be
binding upon, the parties hereto and their respective heirs, successors, and/or assigns.
11.8 NO ASSIGNMENT. Contractor shall not assign or transfer this Contract
or any rights hereunder without the prior written consent of the City and approval by the City
Attorney, which may be withheld in the City's sole discretion. Any unauthorized assignment or
transfer shall be null and void and shall constitute a material breach by the Contractor of its
obligations under this Contract. No assignment shall release the original parties from their
obligations or otherwise constitute a novation.
11.9 COMPLIANCE WITH LAWS. Contractor shall comply with all Federal,
State, County and City laws, ordinances, rules and regulations, which are, as amended from
time to time, incorporated herein and applicable to the performance hereof, including but without
limitation, the Vernon Living Wage Ordinance. Violation of any law material to performance of
this Contract shall entitle the City to terminate the Contract and otherwise pursue its remedies.
Further, if the Contractor performs any work knowing it to be contrary to such laws, rules, and
regulations Contractor shall be solely responsible for all costs arising therefrom.
11.10 ATTORNEY'S FEES. If any action at law or in equity is brought to
10 December 2017
enforce or interpret the terms of this Contract, the prevailing party shall be entitled to reasonable
attorney's fees, costs, and necessary disbursements in addition to any other relief to which such
party may be entitled.
11.11 INTERPRETATION.
11.11.1 Applicable Law. This Contract shall be deemed a contract and
shall be governed by and construed in accordance with the laws of the State of California.
Contractor agrees that the State and Federal courts which sit in the State of California shall
have exclusive jurisdiction over all controversies and disputes arising hereunder, and submits to
the jurisdiction thereof.
11.11.2 Entire Agreement. This Contract, including any exhibits
attached hereto, constitutes the entire agreement and understanding between the parties
regarding its subject matter and supersedes all prior or contemporaneous negotiations,
representations, understandings, correspondence, documentation, and agreements (written or
oral).
11.11.3 Written Amendment. This Contract may only be changed by
written amendment signed by Contractor and the City Administrator or other authorized
representative of the City, subject to any requisite authorization by the City Council. Any oral
representations or modifications concerning this Contract shall be of no force or effect.
11.11.4 Severability. If any provision in this Contract is held by any
court of competent jurisdiction to be invalid, illegal, void, or unenforceable, such portion shall be
deemed severed from this Contract, and the remaining provisions shall nevertheless continue in
full force and effect as fully as though such invalid, illegal, or unenforceable portion had never
been part of this Contract.
11.11.5 Order of Precedence. In case of conflict between the terms of
this Contract and the terms contained in any document attached as an Exhibit or otherwise
incorporated by reference, the terms of this Contract shall strictly prevail. The terms of the City's
Request for Proposals shall control over the Contractor's Proposal.
11 December 2017
11.11.6 Duplicate Originals. There shall be two (2) fully signed copies
of this Contract, each of which shall be deemed an original.
11.11.7 Construction. In the event an ambiguity or question of intent
or interpretation arises with respect to this Agreement, this Agreement shall be construed as if
drafted jointly by the parties and in accordance with its fair meaning. There shall be no
presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of
any of the provisions of this Agreement.
11.12 TIME OF ESSENCE. Time is strictly of the essence of this contract and
each and every covenant, term, and provision hereof.
11.13 AUTHORITY OF CONTRACTOR. The Contractor hereby represents
and warrants to the City that the Contractor has the right, power, legal capacity, and authority to
enter into and perform its obligations under this Contract, and its execution of this Contract has
been duly authorized.
11.14 ARBITRATION OF DISPUTES. Any dispute for under $25,000
arising out of or relating to the negotiation, construction, performance, non-performance,
breach, or any other aspect of this Contract, shall be settled by binding arbitration in accordance
with the Commercial Rules of the American Arbitration Association at Los Angeles, California
and judgment upon the award rendered by the Arbitrators may be entered in any court having
jurisdiction thereof. The City does not waive its right to object to the timeliness or sufficiency of
any claim filed or required to be filed against the City and reserves the right to conduct full
discovery.
11.15 NOTICES. Any notice or demand to be given by one party to the other
must be given in writing and by personal delivery or prepaid first-class, registered or certified
mail, addressed as follows. Notice simply to the City of Vernon or any other City department is
not adequate notice.
If to the City:
City of Vernon
Public Utilities Department
Attention: Abraham Alemu, General Manager
12 December 2017
4305 Santa Fe Avenue
Vernon, CA 90058
If to the Contractor:
Any such notice shall be deemed to have been given upon delivery, if personally
delivered, or, if mailed, upon receipt, or upon expiration of three (3) business days from the date
of posting, whichever is earlier. Either party may change the address at which it desires to
receive notice upon giving written notice of such request to the other party.
11.16 NO THIRD PARTY RIGHTS. This Agreement is entered into for the sole
benefit of City and Contractor and no other parties are intended to be direct or incidental
beneficiaries of this Agreement and no third party shall have any right or remedy in, under, or to
this Agreement.
11.17 TERMINATION FOR CONVENIENCE (Without Cause). City may
terminate this Contract in whole or in part at any time, for any cause or without cause, upon
fifteen (15) calendar days' written notice to Contractor. If the Contract is thus terminated by City
for reasons other than Contractor's failure to perform its obligations, City shall pay Contractor a
prorated amount based on the services satisfactorily completed and accepted prior to the
effective date of termination. Such payment shall be Contractor's exclusive remedy for
termination without cause.
11.18 DEFAULT. In the event either party materially defaults in its obligations
hereunder, the other party may declare a default and terminate this Contract by written notice to
the defaulting party. The notice shall specify the basis for the default. The Contract shall
terminate unless such default is cured before the effective date of termination stated in such
notice, which date shall be no sooner than ten (10) days after the date of the notice. In case of
default by Contractor, the City reserves the right to procure the goods or services from other
sources and to hold the Contractor responsible for any excess costs occasioned to the City
13 December 2017
thereby. Contractor shall not be held accountable for additional costs incurred due to delay or
default as a result of Force Majeure. Contractor must notify the City immediately upon knowing
that non-performance or delay will apply to this Contract as a result of Force Majeure. At that
time Contractor is to submit in writing a Recovery Plan for this Contract. If the Recovery Plan is
not acceptable to the City or not received within 10 days of the necessary notification of Force
Majeure default, then the city may cancel this order in its entirety at no cost to the City, owing
only for goods and services completed to that point.
11.19 TERMINATION FOR CAUSE. Termination for cause shall relieve the
terminating party of further liability or responsibility under this Contract, including the payment of
money, except for payment for services satisfactorily and timely performed prior to the service of
the notice of termination, and except for reimbursement of (1) any payments made by the City
for service not subsequently performed in a timely and satisfactory manner, and (2) costs
incurred by the City in obtaining substitute performance. If this Agreement is terminated as
provided herein, City may require, at no additional cost to City, that Contractor provide all
finished or unfinished documents, data, and other information of any kind prepared by
Contractor in connection with the performance of Services under this Agreement. Contractor
shall be required to provide such document and other information within fifteen (15) days of the
request.
11.19.1 Additional Services. In the event this Agreement is terminated in
whole or in part as provided herein, City may procure, upon such terms and in such manner as
it may determine appropriate, services similar to those terminated.
11.20 MAINTENANCE AND INSPECTION OF RECORDS.
The City, or its authorized auditors or representatives, shall have access
to and the right to audit and reproduce any of the Contractor's records to the extent the City
deems necessary to insure it is receiving all money to which it is entitled under the Contract
and/or is paying only the amounts to which Contractor is properly entitled under the Contract or
for other purposes relating to the Contract.
14 December 2017
The Contractor shall maintain and preserve all such records for a period
of at least three (3) years after termination of the Contract.
The Contractor shall maintain all such records in the City of Vernon. If
not, the Contractor shall, upon request, promptly deliver the records to the City of Vernon or
reimburse the City for all reasonable and extra costs incurred in conducting the audit at a
location other than the City of Vernon, including, but not limited to, such additional (out of the
City) expenses for personnel, salaries, private auditors, travel, lodging, meals, and overhead.
11.21 CONFLICT. Contractor hereby represents, warrants, and certifies that no
member, officer, or employee of the Contractor is a director, officer, or employee of the City of
Vernon, or a member of any of its boards, commissions, or committees, except to the extent
permitted by law.
11.22 HEADINGS. Paragraphs and subparagraph headings contained in this
Agreement are included solely for convenience and are not intended to modify, explain or to be
a full or accurate description of the content thereof and shall not in any way affect the meaning
or interpretation of this Agreement.
11.23 ENFORCEMENT OF WAGE AND HOUR LAWS. Eight hours labor
constitutes a legal day's work. The Contractor, or subcontractor, if any, shall forfeit twenty-five
dollars ($25) for each worker employed in the execution of this Agreement by the respective
Contractor or subcontractor for each calendar day during which the worker is required or
permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar
week in violation of the provisions of Sections 1810 through 1815 of the California Labor Code
as a penalty paid to the City; provided, however, work performed by employees of contractors in
excess of 8 hours per day, and 40 hours during any one week, shall be permitted upon
compensation for all hours worked in excess of 8 hours per day at not less than 1'/2 times the
basic rate of pay.
15 December 2017
11.24 LIVING WAGES Contractor, and any Subcontractor(s), shall comply with
the City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit
"D". Upon the City's request, certified payroll records shall promptly be provided to the City
11.25 EQUAL EMPLOYMENT OPPORTUNITY PRACTICES. Contractor
certifies and represents that, during the performance of this Contract, it and any other parties
with whom it may subcontract shall adhere to equal employment opportunity practices to assure
that applicants, employees and recipients of service are treated equally and are not
discriminated against because of their race, religion, color, national origin, ancestry, disability,
sex, age, medical condition, sexual orientation or marital status. Contractor further certifies that
it will not maintain any segregated facilities. Contractor further agrees to comply with The Equal
Employment Opportunity Practices provisions as set forth in Exhibit "E".
[Signatures Begin on Next Page].
16 December 2017
IN WITNESS WHEREOF, the Parties have signed this Agreement as of the
Commencement Date stated on the cover page.
City of Vernon, a California charter City
and California municipal corporation
By:
Carlos Fandino, City Administrator
ATTEST:
Lisa Pope, City Clerk
APPROVED AS TO FORM:
Hema Patel, City Attorney
[CONTRACTOR'S NAME, a [State
incorporated in] corporation
By:
Name:
Title:
By:
Name:
Title:
17
December 2017
EXHIBIT A
REQUEST FOR PROPOSALS
18 December 2017
EXHIBIT B
PROPOSAL
19 December 2017
EXHIBIT C
SCHEDULE
20 December 2017
EXHIBIT D
LIVING WAGE PROVISIONS
Minimum Living Wages:
A requirement that Employers pay qualifying employees a wage of no less than $10.30 per hour
with health benefits, or $11.55 per hour without health benefits.
Paid and Unpaid Days Off:
Employers provide qualifying employees at least twelve compensated days off per year for sick
leave, vacation, or personal necessity, and an additional ten days a year of uncompensated
time for sick leave.
No Retaliation:
A prohibition on employer retaliation against employees complaining to the City with regard to
the employer's compliance with the living wage ordinance. Employees may bring an action in
Superior Court against an employer for back pay, treble damages for willful violations, and
attorney's fees, or to compel City officials to terminate the service contract of violating
employers.
21 December 2017
EXHIBIT E
EQUAL EMPLOYMENT OPPORTUNITY
PRACTICES PROVISIONS
A. Contractor certifies and represents that, during the performance of this Agreement, the
contractor and each subcontractor shall adhere to equal opportunity employment practices
to assure that applicants and employees are treated equally and are not discriminated
against because of their race, religious creed, color, national origin, ancestry, handicap,
sex, or age. Contractor further certifies that it will not maintain any segregated facilities.
B. Contractor agrees that it shall, in all solicitations or advertisements for applicants for
employment placed by or on behalf of Contractor, state that it is an "Equal Opportunity
Employer" or that all qualified applicants will receive consideration for employment without
regard to their race, religious creed, color, national origin, ancestry, handicap, sex or age.
C. Contractor agrees that it shall, if requested to do so by the City, certify that it has not, in the
performance of this Agreement, discriminated against applicants or employees because of
their membership in a protected class.
D. Contractor agrees to provide the City with access to, and, if requested to do so by City,
through its awarding authority, provide copies of all of its records pertaining or relating to its
employment practices, except to the extent such records or portions of such records are
confidential or privileged under state or federal law.
E. Nothing contained in this Agreement shall be construed in any manner as to require or
permit any act which is prohibited by law.
22 December 2017
EXHIBIT B
PROPOSAL
19
L±
City of Vernon RFP, January 13, 2020
Support Services: Natural Gas Financial,
Operational, and Compliance Services
Submitted on: March 2, 2020
Submitted to Angela Kimmey, Compliance Administrator, 323-583-8811 ext. 876,
AKimmey�rc ,ci.vernon.ca.us
Submitted by: Stephenie Gaudet, Vice President, 202-870-1600,
Stephenie. Gaudetgg2-is.com
Tracking codes: OPP01875
(Prices are valid for 90 days from the date of submittal)
Version
Date
Author
Approved by
Summ
1.1
2/17/2020
Alanna Herron
John F. Kill
Initial Proposal to Client
2.1
3/2/2020
Alanna Herron
John F. Kill
Proposal Revision
0 2020 by G2 Integrated Solutions, LLC.
PRIVATE and CONFIDENTIAL
;?AINTEGRATED
S O L U T I ON S
ABOUT G2-IS
Support Services: Natural Gas Financial,
Operational, and Compliance Services
March 2, 2020
Page i
G2 Integrated Solutions (G2-IS) delivers expertise to pipeline operators, utility
companies, and other energy stakeholders in eight specialized service disciplines:
• Asset Integrity
• Engineering
• Regulatory and Strategic Consulting
• Geospatial
• Field Assurance
• Programmatic Management Solutions
• Safety and Risk Management
• Software and Technology
Quality
G2-IS maintains a Quality Management System in accordance with the principles of
ISO 9001:2015. G2-IS works within controlled management systems to drive
continual improvement and ensure customer satisfaction through the reliable delivery
of high -quality products, services and outcomes. By delivering in a consistent manner
along with appropriate management and employee focus, G2-IS improves efficiency,
reduces waste, and ultimately saves money for its customers.
Health, Safety and Environment
G2-IS is committed to maintaining a safe and incident -free working environment for
our people and our customers, and to sound environmental stewardship. G2-IS is
committed to this by reducing and eliminating workplace hazards and adopting a
proactive approach, improving investigation processes, increasing employee
participation, and ensuring necessary and legislative awareness and compliance.
G2-IS abides by the Health and Safety principles of OHSAS 18001 and the
Environmental philosophies of ISO 14001, and will be pursuing an independent
assessment of our systems to obtain Health and Safety certification, and
Environmental certification.
Version 2.1 OPPOI S75
OINTEGRATED
S O LUT I ON S
Table of Contents
Support Services: Natural Gas Financial,
Operational, and Compliance Services
March 2, 2020
Page ii
1.0 Introduction.................................................................................................1
2.0 General Scope of Work.................................................................................2
3.0 Work Plan.................................................................................................... 2
3.1
State and Federal Audit Support.......................................................... 2
3.2
Compliance Program Support............................................................. 3
3.3
Integrity Management Program Revision ............................................. 4
3.4
Compliance Management Software Implementation Support ............... 5
3.5
Review the Operations, Inspection and Maintenance Plan and
Procedures.......................................................................................... 6
3.6
Revise OIM Plan and Procedures........................................................6
4.0 Fees and Costs..............................................................................................7
5.0 Ability of Proposer to Perform...................................................................... 7
6.0 Project Assumptions..................................................................................... 8
7.0 Proposal Acceptance..................................................................................... 9
Appendices..........................................................................................................10
List of Tables
Table4-1: Pricing................................................................................................... 7
Version 2.1 OPP01875
;?AINTEGRATED
S O L U T I ON S
1.0 Introduction
Support Services: Natural Gas Financial,
Operational, and Compliance Services
March 2, 2020
Page 1 of 10
The City of Vernon Public Utilities (VPU) has issued the City of Vernon Natural Gas
Financial and Compliance Support Services Request for Proposals (RFP) dated
January 13, 2020 to conduct various specialized support activities related to financial,
operational, and compliance support. The RFP notes that respondents may submit a
proposal for one or all of the service areas identified. While G2-IS is able to assist VPU
with certain functions of Service Area 1: Financial Services and Service Area 2:
Business Development Services, G2-IS is best suited to performing the tasks outlined
for Service Area 3: Compliance Services. Therefore, the following response outlines
G2-IS' approach and cost to perform only Service Area 3: Compliance Services tasks.
G2-IS is ideally suited to perform the compliance support services for VPU as many
of the G2-IS regulatory team members have worked for the U.S. Department of
Transportation's (DOT) Pipeline and Hazardous Materials Safety Administration
(PHMSA) in the recent past, and all have decades of experience working with PHMSA
and state regulatory requirements. Our combination of deep engineering expertise
with industry -leading operational, integrity, and regulatory experience in transmission
and distribution systems enables us to efficiently provide solutions that meet the
everyday operational needs of system operators, as well as being engineered to
industry -leading standards of safety and quality excellence.
G2-IS' many years of experience on both the regulator side and operator side of the
audit/inspection experience, ensures a thorough understanding of how to prepare for
and successfully execute regulatory audits. G2-IS' subject -matter experts (SMEs) will
be invaluable resources for preparing VPU to undergo state and federal inspections.
Preparation begins with having and maintaining compliant regulatory programs.
G2-IS' SMEs have developed, maintained, and audited numerous DOT-PHMSA
compliance program manuals, procedures, policies, and forms for many operators,
both large and small. As this proposal details, G2-IS will work with stakeholders to
ensure that VPU compliance program documentation and records meet PHMSA and
California Public Utilities Commission (CPUC) requirements, as well as being
designed in accordance with industry best practices. Additionally, G2-IS regulatory
and SharePoint SMEs will work with VPU stakeholders in the implementation of the
compliance management software by ensuring that compliance tasks are accurately
tracked and documented.
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INTEGRATED Operational, and Compliance Services
GOS O LUT I ON S March 2, 2020
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2.0 General Scope of Work
G2-IS has chosen to only respond to Service Area 3: Compliance Services as this is a
core area of expertise for G2-IS. Based on the RFP provided to G2-IS by VPU, the
overall goal is to assist VPU stakeholders with the following activities:
• Preparation for DOT-PHMSA and/or CPUC audits and inspections
• Provide compliance support for DOT-PHMSA requirements (49 CFR Parts
191, 192, and 199)
Assist VPU in the documentation and development of processes,
procedures, and manuals related to its DOT-PHMSA compliance program
• Revision of transmission and distribution pipeline integrity management
programs, including pipeline threat and risk assessments
• Support implementation of existing compliance management software by
ensuring that compliance tasks are adequately tracked and documented as
required by regulation
3.0 Work Plan
G2-IS proposes the following project tasks and deliverables related to Service Area 3:
Compliance Services.
3.1 State and Federal Audit Support
G2-IS' Regulatory Compliance staff has many years of experience performing federal
(PHMSA) audits, training federal and state inspectors, and supporting pipeline and
facility operators to successfully prepare for and execute such regulatory audits. As
part of this scope of work, G2-IS will work with key VPU stakeholders to review and
update, as needed, compliance program manuals, procedures, forms, and records to
ensure compliance with 49 CFR Parts 191, 192, and 199, as well as applicable CPUC
requirements. This task is focused on audit/inspection support; therefore, once G2-IS
has been notified by VPU of an upcoming audit, G2-IS will conduct a mock audit (in
advance) specific to the regulatory program to be inspected to ensure that VPU
procedures and records are compliant, as well as perform field observations, as
appropriate.
The mock audits will be conducted by one or more SMEs and will be based on the
most current inspection protocols provided by, or available from, the regulatory
agency. Additionally, G2-IS will work with VPU stakeholders to address any identified
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INTEGRATED Operational, and Compliance Services
G?JS O L U T I ON S March 2, 2020
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gaps in compliance programs or record -keeping practices and to respond to
information requests from regulatory agencies prior to the audit. G2-IS SMEs also will
be available to assist VPU during the audit to support discussions and review field and
compliance records.
Deliverables associated with this task include (on an as -needed basis):
• Support preparation for compliance audit(s)
• Mock audit and compliance gap analysis report(s)
• Onsite state or federal audit(s) support
Support associated with this task will be on an "as -needed" basis, determined by
notification of impending state or federal audits. If there are no audits identified
during the contract period, there will be no charges to this task. For purposes of this
RFP, G2-IS has provided a quote for an estimated three (3) state or federal audits per
year, including transmission and distribution assets. A change order will need to be
executed if additional audit support is required.
3.2 Compliance Program Support
In accordance with 49 CFR 192, most regulatory program manuals are to be reviewed
annually, not to exceed fifteen (15) months. Unless the program is being reviewed as
part of a mock audit (Task 3. 1), G2-IS will work with VPU stakeholders to ensure that
all processes, procedures, and manuals are compliant current 49 CFR 191, 192, 196,
and 199 requirements, and appropriate records are being generated and maintained.
Current PHMSA inspection protocols for gas transmission and distribution pipelines
will be the basis for assessment for each program. Annual program evaluations will be
staggered throughout the year based on schedules, while ensuring that evaluations are
completed within timeframes dictated by the regulations. Each program and its
associated procedures will be evaluated separately; gaps will be identified and
prioritized (if any); and, an assessment report will be provided to VPU stakeholders.
VPU will have the opportunity to review, make comments on, request edits to, and
address any concerns with report findings prior to report finalization. All reports will
include recommended mitigation, which may require development of missing
processes or forms, or revisions to improve processes or documentation standards. G2-
IS will work with VPU stakeholders to finalize reports and identify key decision points.
Of particular note, all compliance manuals and procedures will be reviewed, and
updates recommended, based on the recent gas transmission final rule, published in
the Federal Register on October 1, 2019, with a rule effective date of July 1, 2020.
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Based on any deficiencies of the identified manuals and procedures, G2-IS will provide
VPU a remediation plan to address gaps. The remediation plan will need to be
reviewed and approved by VPU prior to implementation of recommended revisions.
The remediation plan will include an estimate for G2-IS to mitigate identified
compliance deficiencies, if any.
Unless the required annual review has been completed as part of Tasks 3.1 or 3.5,
compliance programs (manuals and procedures) to be reviewed as a part of this task
include:
• Operations and Maintenance (O&M) Program
• Distribution Pipeline Integrity Program
• Transmission Pipeline Integrity Program
• Emergency Response Plan
• Operator Qualification Program
• Public Awareness Program
• Drug and Alcohol Testing Program
Deliverables associated with this task include:
• Applicable PHMSA inspection forms or protocols (MS Word)
• Compliance gap report and remediation plan
• Support with development or revision of existing processes, procedures, and
manuals
3.3 Integrity Management Program Revision
VPU has requested that the selected vendor streamline VPU's transmission and
distribution pipeline integrity management programs (IMPS), including pipeline threat
and risk assessments. G2-IS' asset integrity and regulatory compliance SMEs have
experience assisting operators of all sizes with implementation of their IMPS, from
those with thousands of miles of pipelines and multiple facilities to those with minimal
mileage that are nonetheless regulated due to product and location. G2-IS' SMEs will
use this experience and expertise to guide VPU in the revision of the transmission and
distribution IMPS. G2-IS will provide recommendations to VPU for ensuring that
pipeline threat and risk assessments are focused and integrated, as well as being
forward -looking to regulatory changes that are currently under consideration. G2-IS
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will work with VPU stakeholders to ensure IMPS that can be efficiently implemented
on a scale appropriate for a small utility with limited physical and financial resources,
while upholding VPU's safety, compliance, and asset integrity goals.
G2-IS proposes to conduct a transmission and distribution pipeline IMP
(TIMP/DIMP) workshop with VPU stakeholders at VPU's offices to discuss program
history, performance, effectiveness, and other metrics prior to revision of the programs.
This workshop will be used to create a "road map" of the streamlined programs and
clarify VPU's objectives and expected outcomes. The workshop is expected to last no
more than two and a half (2.5) days. Following the workshop, G2-IS will provide
revised IMPS based on changes discussed and within the timeframe agreed on during
the workshop.
Deliverables associated with this task include:
• Onsite workshop with VPU stakeholders (2.5 days)
• Review and revision of VPU's transmission and distribution pipeline IMPS
3.4 Compliance Management Software Implementation Support
Based on conversions with VPU, a new compliance management software has been
implemented to track and manage PHMSA compliance tasks. G24S offers such
software and has experience working with operators establishing and implementing
new compliance tracking tools. Additionally, G24S is experienced with establishing,
configuring, and maintaining SharePoint platforms, both internally and for clients. G2-
IS' SMEs will assist VPU in setting up appropriate compliance tasks, timeframe,
notifications, etc., to ensure that the software is managed and maintained to address
all PHMSA requirements applicable to VPU assets. G24S will work with VPU to
translate hardcopy policies and procedures into compliant electronic processes, and
with developing electronic forms (as needed) to accurately document O&M activities.
Deliverables associated with this task include:
• Support identifying and converting compliance tasks to electronic processes
• Ensure compliance of, or develop, field forms for data capture
• Collect and input data (as needed)
As support associated with this task will be on an "as -needed" basis, determined by
requests from VPU personnel, G2-IS has provided a quote for an estimated number
of support and data entry hours per year. A change order will need to be executed if
additional support is required.
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3.5 Review the Operations, Inspection and Maintenance Plan and Procedures
G2-IS will conduct a thorough review of VPU's Natural Gas System Operations,
Inspection and Maintenance (OIM) Plan dated July 2019 and the natural gas
procedures. As VPU has recently completed a successful audit of this document, G2-IS
will not complete a compliance audit but, per VPU's request, will assess the OIM Plan
and procedures to determine the best organization of the material. G2-IS will also
work with key VPU stakeholders to customize the OIM Plan and procedures to VPU's
operations.
G2-IS will identify areas of improvement in the current OIM Plan and procedures and
work with VPU to create a plan to correct any deficiencies identified. G2-IS will work
with VPU's Gas Superintendent to capture actual compliance documentation
(records/forms) associated with field performance of operations and maintenance
procedures to ensure compliant records are being generated. G2-IS anticipates
spending three (3) days onsite with VPU personnel to review procedures and observe
operations and maintenance activities. This assessment will be critical to ensuring
procedures and forms are compliant and specific to VPU's operations. G2-IS will
provide a written assessment report that will include remediation recommendations
for any deficiencies found.
Deliverable:
• OIM Plan Assessment Report
3.6 Revise OIM Plan and Procedures
Based on the changes identified in Task 3.2, G2-IS will revise the OIM Plan based on
code requirements and industry best practices while ensuring the document is
applicable to VPU's current operations. G2-IS's SME, working with VPU, will ensure
that the OIM Plan includes all appropriate procedures based on operations and that
appropriate records or forms are generated to document compliance.
G2-IS will submit a draft, revised OIM Plan and procedures to VPU for one
consolidated review all documents for VPU edits or acceptance. A meeting will be
scheduled to review the documents and answer any questions or open issues.
Appropriate VPU stakeholders will need to be available. Based on this review,
appropriate changes will be compiled and integrated into final documents.
Deliverables:
• Revised OIM Plan (draft and final)
• Revised, OIM Procedures
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4.0 Fees and Costs
Support Services: Natural Gas Financial,
Operational, and Compliance Services
March 2, 2020
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Table 4-1: Pricing
Task
Sub -task Price
Task Price
Estimate
3.1 State and Federal Audit Support 3
—
$46,368.00*
3.2 Compliance Program Support
—
$58,426.00*
General Support estimate of hours
$7,875.00*
DIMP Audit
$7,060.00
OQ Audit (including onsite
evaluation
$13,734.00
TIMP Audit
$9,156.00
Emergency Response Audit
$6,867.00
Public Awareness Audit
$6,867.00
Drug and Alcohol Program Audit
$6,867.00
3.3 Integrity Management Program
Revision
$27,825.00
3.4 Compliance Management Software
Implementation Support
$19,530.00*
3.5 Review the Operations, Inspection
and Maintenance Plan and Procedures
$22,155.00
3.6 Revise OIM Plan and Procedures
$22,575.00
Project Management and Controls
$14,517.00
Expenses based on required travel
TBD
FINAL
$211 396.00
* Hours estimated for support tasks will be at VPU's direction. Support tasks will be billed on an as
needed basis based on rates listed in Appendix A - 2020 Schedule of Rates.
5.0 Ability of Proposer to Perform
G2-IS will assign a project team with the necessary skills and expertise to perform the
work required for the project (See Appendix D — Biographies). The project team key
roles will include regulatory compliance and asset integrity SMEs, project
management, technical writers, and project controls. G2-IS may, at its discretion,
substitute staff on the project with other individuals of comparable skill and ability;
however, key personnel will not be changed without agreement between G2-IS and
VPU.
G2-IS has conducted numerous mock-PHMSA compliance audits for clients
nationwide and has supported a large California utility operator with preparation for
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California Public Utility Commission (CPUC) audits. Appendix C — Relevant
Experience outlines the relevant G2-IS project experience with state and federal
compliance audits. Due to confidentiality concerns, client names and contacts have
been omitted as this RFP response shall become public record on delivery to VPU.
This information will be provided following execution of a Non -Disclosure
Agreement.
6.0 Project Assumptions
Following is a list of key assumptions that could influence the price, schedule, and
resources necessary to successfully complete this project:
• VPU system and compliance program data, as requested by G24S, is
electronically available and is submitted in a timely manner
• Timely feedback and availability of stakeholders to review findings and data,
and attend the onsite audit(s)
• One consolidated review per applicable deliverable; consolidated reviews
comprise VPU gathering comments/questions from all VPU participants or
reviewers
• While not included or priced within this scope of work, at the direction of
VPU, G2-IS will provide a quote to support execution of O&M program or
TIMP/DIMP activities, such as:
• High consequence area (HCA) analysis or class location studies
• Risk assessment and risk management activities
• Establishing a Baseline Assessment Plan
• Developing and implementing preventative and mitigative measures
Changes to the project scope will be managed via a change order process agreed on
between the parties. As multiple tasks will be performed on an "as -needed" basis, price
estimates have been provided (Table 4-1) based on an estimated number of hours.
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7.0 Proposal Acceptance
In accordance with the RFP, this request for services, initiated by VPU, will be
executed under a written contract for services to be executed prior to commencement
of work.
Unless executed by G2-IS and VPU, this proposal is non -binding and prices are valid
for ninety (90) days from the date of submittal. After that date, G2-IS reserves the right
to review the pricing and schedule prior to entering into an agreement to perform the
work. Work will not begin until an authorization agreement is executed.G2-IS
appreciates the opportunity to provide our consulting services to VPU. Please indicate
your acceptance of this proposal by signing below.
Project Name: Support Services: Natural Gas Financial, Operational, and
Compliance Services
Price Estimate: based on multiple support tasks with an estimated number of hours.
All support will be billed as accrued on a time and materials basis and will not exceed
estimates given on Table 4-1 without prior approval of VPU.
G2 Integrated Solutions, LLC
Signature: VX.
Printed Nam 14John F. Kill
Title: General Manager, GCRO
Date: March 2, 2020
City of Vernon Public Utilities
Signature:
Printed Name:
Title:
Date:
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Appendices
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;?AINTEGRATED
S O L U T I ON S
Appendix A - 2020 Schedule of Rates
cati-orieS
Support Services: Natural Gas Financial,
Operational, and Compliance Services
March 2, 2020
Page 1
CG2 Integrated Solutions
2020 SCHEDULE OF RATES
Assistant Technician I Administrator
Technician I Specialist / Project Controls
Lead Specialist 1 Lead Controls
Sr. Specialist I Project Manager
Principal Specialist I Sr. Project Manager
Director
Technical Authority
Software Sc Technology Developers
Labor Billi , Rata>
Per Hour (SUSD)
$75
$90
$125
$170
5225
Activities
• Asretlrrtegrio • Project SeMces & Sappor7
• Engineering • Regulatory Coinpliance Support
• Field Services • Software & Technology
• Geospatial • Consulting and Technical Samces
S325
S375
5215
Administrative Fee (Adrnin Fee) 5%
Applied to laborforall tine and matenal basis projects.
Advanced Software Fee (A SF) V 0.001Labor Ha4lr
Charged perhousfcrr specialised soft -sure used forservices.
Subcontracted Services and Project Expenses Cost + 13 %
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Appendix B — Affidavit of Non -Collusion
To wtom it may coneem:
The undersigned catL ies under penalties of perjury that dais bid ism all respects
bon g; fair and withmt collusion or fraud with any other person_ As used in this
section the word 'person' Means any natural person, joint venture} partnership,
corporation ar other business or legal entity. Further, I certify that the item to be
supplied by my firth will meet or exceed the specifications as listed in this request for
bid_
G2 Inregrated SoIutionsa LLC
Signature= VX.
Printed L _ hn F Kill
Title: General Manager, CCRO
Date: Febmuy 17, 2020
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Appendix C — Relevant Experience
Alaska Oil and Gas Pipeline Operator
G2 Personnel: Wallace McGaughey, TK Akins
G2-IS was enlisted to perform a regulatory audit, gap analysis, and comparison to recently
published pipeline safety regulations of a gas pipeline operators Operations and Maintenance
Manual (O&M) and its Transmission Integrity Management Program (TIMP). As part of the
scope of work G2-IS provided the client with recommendations to close any identified gaps.
References available upon execution of non -disclosure agreement.
Texas Hazardous Liquid Pipeline Operator
G2 Personnel: TK Akins, Hamood Rehman
G2-IS was commissioned by a hazardous liquid operator to provide expertise in writing an
inaugural Integrity Management Plan (IMP) for an airport fuel delivery pipeline system in
Houston, Texas.
References available upon execution of non -disclosure agreement.
Pennsylvania Gas Pipeline Operator
G2-IS Personnel: Hamood Rehman, TK Akins
G2-IS was enlisted to perform a regulatory review, reformat and gap identification of
operators Operation and Maintenance, Integrity Management Plan, and Operator
Qualification Plan. To this end G2-IS provided remediation recommendations per current
PHMSA regulations and best industry practices.
References available upon execution of non -disclosure agreement.
California Public Utility
G2-IS Personnel: Geoff Morgan
G2-IS has provided CPUC audit preparation support for a large California utility operator in
the areas of Aerial Patrol/Transmission IMP, Cross Bore Inspection/DIMP, and a full audit
of DIMP QC of Video inspections for Cross Bore; consisting of two separate Cross Bore
audits/sets of data with very different objectives.
References available upon execution of non -disclosure agreement.
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Additional Regulatory Experience:
G2-IS Personnel: Wallace McGaughey (Director of Regulatory Compliance) was enlisted to
perform a regulatory gap analysis and remediation plan for a Liquid Pipeline Operator
regarding their Control Room Management Program and facilitate the upgrade of their
SCADA system including increasing the number of control consoles.
G2-IS Personnel: Wallace McGaughey was enlisted to perform a regulatory gap analysis and
remediation plan for a liquid pipeline operator regarding their Operator Qualification
program, including determining covered task development, evaluation processes, training
solutions and field performance evaluations.
G2-IS Personnel: Wallace McGaughey was enlisted to conduct Regulatory Compliance
Training for a pipeline operator's field, operations, maintenance and compliance personnel to
prepare the staff for upcoming PHMSA audits following the Integrated Inspection protocols
and processes.
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Appendix D — Biographies
p�ra—�� �llR
INTEGRATED yy+ r0A�unA' Gb�ip1iffncr
l l 1, V 1 1 :, S C4 lim Ling R-?10=dnrr
Wallace McGaughey Wallace "W214" McCiav4aey is a native of Penwis5frmaia bu# has lined most of his ide in
Dinykw. F2gvdQQx,-,F C&vf,�tGma• Louisiana -when- he gained xp nonce in tkve p -^heinical, petroku� pipekOe
a�i9a c an f zT:.com mdustmes- He his aver 40 yeafs of eaAmay industry eKpedence and is a fre€ mmf lectn� at
Fiat- pipeline safety snm+mn, as well as at industry ofgani=tmn functions {e.g-, SGA, LG4
ANC °4 and the Pipeline Safety Trwt)-
REAS OF ERTIM
#+all- serves as Director of Regi]ataxy C:nmpbmace for G2 In3bep:Aed Solutions,
Ptprlide R rgulaaaa & specializing is xegulair-v --,pl— avn_niting-pechiaass, amlit siTp=� and trarnat�-
Fn based on Cade of Federal Regxlations xecl,, ramie ,tm nelated to hTud and natnLd gas
- R a i tnrTAinht sbypon pipeline mte as, chemical plants, and reLneaes. LiL addition. Wally has developed
no'i ! PFiiiS.+i fnrisdictnail nameccros compliance manuals & proced,zm, oocuducted mock iaspec6Dm, facilitated
Derf.�.,. t� federaland stateregiUatoryinspeeLcmL,assistedcperatoTsuathrequLiL-d compliance filings,
Eagiooromeacd add served as aliaisaen with xegulamry 2gencles.
- Pfpcline Saints E.o;greGaa
Prior to joiamg G2-IS, ['Wally served as a Senior Pipeline Safety Specialist Iaskacb-m kith
PH SSA 'Training and tr kf c2hom l in Oklahoma City, O Danes innhvlael
Training Pm am I7ecetopmeot st3sta�c . in. ..I of ffi. compliance txiuiiag programs for federal and state Pipeline
Safety Inspectors- As we l as servitsg as Teals Lead of the Pl-aiS 1 Operamr Q uhLeatiav
(0Q Team and on the Implementation Team fox Nxhual Gas UndergDmind Storage
developing as impector timaing pfogeam and impection mateuz]s for PkE Lf�i
Wally pined Yeriforae LLC id Febimary of 2013 as s Senior Regulatory C=Hance
Specialist to assist Operators with their OQ pxogm, be an active member of the
Common Covered Task (CCI) List C',om= ttee, and to be dicectlg involved to the
derelcppment of CCT computer -based tcaivangmadnles.
Wally cmgnl3llv joined the PFI&EA TQ team m December of 2007 as a pipeluse Safety
Specialist m d pxavided instfactiaa in the xeT rimwnts of Pld ESA Pipeline Safer y
RegmiL ifs to federal end state Pipeline Safety Inspedozs and to indas&-v personnel
tbrough semiaa*s and public meetings.
WA[v graduated foam I'FpI Technical College m 1989 unth a Ctstiticate in Industrial
InstmunetAmhon and Process Control add began teaching there in 1940. 13e also sEmes as
a voti 3g member of the AiS\M B31Q C uslfficaiion of Pipeline Personne], 'Technical
Standards Commibme, mvrkaag to mgmfsm a the A�ffi Standard
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INTEGRATED
SOLUTIONS
M-gr-j Rik
.Quurriag Camp&anx
O4nmiv-g rrmamr
TK Akins is a Praacigal futeguty Corssultaat fx G2Integeated SohALoas- Fie hss many
Fears. of pwopeCt =uagemant empenerme, mad over the ooluse OF his tamer has. focused
€m srstematically duving the omtmixms impzocement of sn#eg illy n,a agament stratebes
,Q
-_ far several gas and lujaid operators- His eapenevice in asset integw rAnges from iali
mspectioa, itaterraal & estemal risk -based inspections (RBI) opti"ation and develapivg
+ and e u-g—labilitrp-grsms-
Fie has soppoded moons integcdy projects indruhntr Lsty sssessmer;ts, mom gym
d k mmble cpeo<tsag pfessure (MAOPIM013) veri Ecadoa project, LufepCity nnnagemant
psvgeam maintenance and develop—t =id piumded g necal advice and intequvtdion
TK Akof ASN E S31-3, B3I-4, B31.SS and regulations 49 CFR Parts 19' 193 and 193.
P��raorn cebYJk�p'�ps
3dnst tecvtfly TY worked for Pinnacle Advanced RehabAty Technologies as a Client
Sc&itmm Engmeef, whefe he focused pnnlmly on devAoping naechz waI i.ryfeguty,
inspect,ons, end mbabibty programs Rx clients in the oil aisd gas, chenucals, and pfocess
inel,ictries-
AREASOFERPERTISE --1--J {'���n��� -�-1 /'� ]'] *-- i-
• Frolacr Devm1opmem TK mLq y � iVLUxos � 2nd lndusb A Gases — Sf9A ; ne. •�e
Pnolrctmam ffe— wcdmd as a Senior Prpehne Integuts eer- m.ar,agmg several in atq maaagenaent
51-6c Ph---9 pd:;,pects, sevnt3g as ECDA '%ffi, rrsa.rf=uug faihue fca sernix-, long seam failrwe
ai.kMamgeme= sssceptihilitr (iSFS), and stress oocrosion cmc (SCQ calo;AAboai and au*sic He
Lean 5: s 5ipaia aLm had cvemH responsibility for several gas, liquid, and chew cal pipektun, inchudinb
data iutegration, HCA and threat identifacativna risk assessment, impeebons, P&M, mad
' Projact Eaa�neecin.
cufiliniux'l5 improvement aCtinbe5-
• Asxeh� r•+
TK Alaw hAds a Bachelor of Sawnce Degree = Cbenaiczal EEgmeecmg {roam the
8nsi.oess DevOopment University of M r712rid College Puk He is also a oa tified Sim Sagma Gfeen Belt and
Gas Plane ope fi as Process C holder.
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Hmnaad ilehman, PMP
Plimopsf E-119—
INTEGRATED
,- 0 L to r l O N
M—gp-z Riik
Axwimg C.'amplranra
--g
Hamood Rehman is a Puncjal Fg +« for G2 Integrated .Sclufims math over IS years
of empe ware in project ergginpeziag, piipdwe integrity and ea&eering, asset integrity
+g +�� swipes, von-destmckive testing, and manufaaburing_ This hisinir paovuks a
so}id knvwledge-base that is an asset to a varied- of projects. At 112,IS, he's 70orked an gas
toNGL soave ion front-endeagmeacung analysis, inchxiinghydraulic modelling, udeguty
n-new, desigq constriction revieaa, and reguUtun- xevieua anal sir_ He's also putimpated
in fWauies Mbegrity nistiagamentplanceeation/inoplementation.Hemmsalsaitirohedwith
design, cc nsbommDia, and � �+e'°ni�g specLfiDaLon derelcpment and r D Lolvlabon=i ich
focussed on consolidating, ii. nibd 11� updating and denlopiag multiple U5 mad Canadian
specificatic s and st ndar s into one speaficution fox a major Norfh rlmeacan plpel me
operator_ Simdady, he has developed and updated Ih1P, corrosion and welding manuals
fox mtillG a pipelt opedatozs.
3&- Hamood pmvtdes eaginvein-g szpport to commpkmice and ILla ECDA, DA supFod
by pe fi mung H IMA data corzehhon and ctouamo i grow#h rateIreassessment interval
calculations, and assiAmrice with ti mne:ons hydrostatic test and xeplacemeat projects_
AEEAS OF WHEE
]"rt La-g-'— Prior to pinwg Cs2-IS, Hamaod woudLed as a Project -S3a: a Mipeline Integrity and
MI AM31TU5 Technology Development Engui+ez for Apphs VID acid Kiefnes and Associates. Tliere,
' Fipei- L-gpty he a-aing-ed several devakpmaent aammeDm-iL aad Pipe Antegutyp"ects. Heptovxded
EaZaeezL3bg1D1eft-. aagLx s3ppart for Pipeluje integ-tF P3:117eots, iach-hng hhaess fiof sere"
assessmeats, bnzstpx¢«*e calntlatb , strain analysis, and assessirb t of pipeline threats
(cvzzosron, dents. SCC and seam cracks). Fie also worked an theevalaa oaa�ranahs�_ of ILI
data far dig list assessxneats for pipe]iae operators and on the extPmsl eoxrosion
assessment and +-eA-�9� stnen_gth prediction analysis of hundreds < f kgnids sad gas limes
with Handyscan 3D scanx+eT, rAdt2mg Polywarks and Coxzopzo software_ Hamsood also
managed a multi -million dolLar PF MSA/DOT project on SCC detection and si2iag, and
another Project that giaveeced high resaRltion digital in -ditch assessment of hL-chamical
Damage in pipelines, inclt>du-�g dent strain a**A1,ms- He m s also a snppac itxg anthax on
Pl-afSrl leak detectiom study.
Hamocd zeceived his Bachelor of dance in MetaHwg:ical Fmgeenng end hfatrfi3L
Sci nce from the University af E gineeung and Techuok�U, lahore and earned his h ster
Of Sr�a1302 in lvdnstzA and Manufacturing Systems E g+Y+erLg fMM The U=MK ity of
Texas st Aduigkm. In &616on, he is a Cerd+-1 Project -Mzziagenaent Pmfesuonal (PhEP)
and a Six Sigma Flack Belt He is also apablished aufficr and presenter atAPL PPIM and
IPC confemences.
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Geoff Morgan
Sf'AU Or T are PFE-q&Ye
AXMUOFF-'RMRTISE
CAXFCMtc vindan
T� mmmLg��
RcrDurcc MN=tmrxx
• Opsreaonzl Mamgsosenr
Businns Dave lapme=
• Fro-f— ]dares
—
sak5 S. maikebmg
r-7 A com=.
CINTEGRATED
W-A S () I, tl- -I- I () N S
Geoff Morgan is Senior "svice P3:esktei3rtfbi: G2 Integrated Sola6mas-W-Ah over 30-Years
of slwcessfial leadership and mianagemerA expeuence is revenue ge—ab—L, g—th-
team leadership, and inn eased corporate valnp- Geoff pTuvides emL-mu e leadel-sbip,
business, development and acconzat nucagement to the Western Region in support of
purcmdmg tLum1my solutiom for ulihtv compmues.
Geoff s role is fomised on leading the teams i=olvenaeumtwith majof G2 clients in the
Westem Region, promwitiag big -picture soluuom to day-to-day issues from piodktction
to executme- He is responsible for multi -million -dollar budgets in macagit�g major gas
and electnentility acommixts, where he has led the execcdIon and delkeLT of key pfojeuts,
including Crosshofe and AeLi2l PatmL Geoff establishes pfolect control and
matugament methodclogLes, benrhm2rking, feseawh mtena, QC stmidmds, softw2te
deT,c-�eixt, axidgovemance of each project he leads- Key attributes include evolvitrg
concept methods for new program estaUishmment, process nmcageme4 lead
development of custom tools and dashboards, and mopt-oved pfoceSSL a1AQMjtjDi2
sollsbotis-
Geoff vmrlss with his corp-mate m%mgement team to build functional busitkEss, plans,
fivaacial nxxlels, and inEm koxetuxe to suppott gtowth and pvibfic commauLiAmfions-
Geoffs dadlmtbm to high-lecre results is party dedaved from spending six rears is the
Navy as an Anti -Seib mamne Wa:ifare Opemin-3:-
EXHIBIT C
SCHEDULE
Contractor shall be paid upon City's receipt of an invoice issued by Contractor, after each
deliverable, pursuant to Section 6.0 as follows:
4.0 Fees and Costs
Table 4-1: Pricing
Task
Sub -task Price
Task Price
Estimate
3.1 State and Federal Audit Support (3)
—
$46,368.00*
3.2 Compliance Rrograrn S
—
$58 426.00*
General Su estimate of hours
$7 875.00*
DIM P Audit
$7 060.00
OQ Audit (including cnsite
evaluation
$13,734.00
TIMT Audit
$9 156.00
Emergency Response Audit
$6 867.00
Public Awareness Audit
$6 867.00
DTug and Alcohol Program Audit
$6, 867.00
3.3 Integrity Management Program
Revision
$27,825.00
3.4 Compliance Management Software
Implementation Support
$19,530.00*
3.5 Review the Operations, Inspection
and Maintenance Plan and Procedures
$22,155.00
3.6 Revise OIM Plan and Procedures
$22 575.00
Project Management and Controls
$14 517.00
E(based on required travel
TBD
FINAL
$211 396.00
* Hours estimated farsuppon tasks will be at VPU's du-ffnon. Support tasks m X be billed an an as
needed basis based on rates listed in AppendixA - 2020 Schedule of Rares.
G2 Integrated Solutions
2020 SCHEDULE OF RATES
Assistant Technician I Admmistrator
Technician f Specialist f Project Cantroh
Lead Specialist 1 Lead Controls
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Principal Specialist f Sr. Project Manager
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EXHIBIT D
LIVING WAGE PROVISIONS
Minimum Living Wages:
A requirement that Employers pay qualifying employees a wage of no less than $10.30 per hour
with health benefits, or $11.55 per hour without health benefits.
Paid and Unpaid Days Off:
Employers provide qualifying employees at least twelve compensated days off per year for sick
leave, vacation, or personal necessity, and an additional ten days a year of uncompensated
time for sick leave.
No Retaliation:
A prohibition on employer retaliation against employees complaining to the City with regard to
the employer's compliance with the living wage ordinance. Employees may bring an action in
Superior Court against an employer for back pay, treble damages for willful violations, and
attorney's fees, or to compel City officials to terminate the service contract of violating
employers.
21
EXHIBIT E
EQUAL EMPLOYMENT OPPORTUNITY
PRACTICES PROVISIONS
A. Contractor certifies and represents that, during the performance of this Agreement, the
contractor and each subcontractor shall adhere to equal opportunity employment practices
to assure that applicants and employees are treated equally and are not discriminated
against because of their race, religious creed, color, national origin, ancestry, handicap,
sex, or age. Contractor further certifies that it will not maintain any segregated facilities.
B. Contractor agrees that it shall, in all solicitations or advertisements for applicants for
employment placed by or on behalf of Contractor, state that it is an "Equal Opportunity
Employer" or that all qualified applicants will receive consideration for employment without
regard to their race, religious creed, color, national origin, ancestry, handicap, sex or age.
C. Contractor agrees that it shall, if requested to do so by the City, certify that it has not, in the
performance of this Agreement, discriminated against applicants or employees because of
their membership in a protected class.
D. Contractor agrees to provide the City with access to, and, if requested to do so by City,
through its awarding authority, provide copies of all of its records pertaining or relating to its
employment practices, except to the extent such records or portions of such records are
confidential or privileged under state or federal law.
E. Nothing contained in this Agreement shall be construed in any manner as to require or
permit any act which is prohibited by law.
22
City Council Agenda Item Report
Agenda Item No. COV-210-2020
Submitted by: Lisa Umeda
Submitting Department: Public Utilities
Meeting Date: June 16, 2020
SUBJECT
Services Agreement with Jacobs Engineering Group, Inc. for Environmental Compliance Services
Recommendation:
Approve and authorize the City Administrator to execute the Services Agreement with Jacobs
Engineering Group, Inc. for environmental support services, in substantially the same form as submitted,
for a total amount not -to -exceed $339,913 over the three-year term of the agreement, effective July 1,
2020.
Background:
VPU is a unique, full service utility that provides electric, water, gas and fiber services. The Electric
Division of VPU consists of sub -transmission, distribution, and a gas turbine peaking plant. The Gas
Division operates a gas transmission and distribution system, which provides natural gas to about 120
customers. The Water Division provides potable drinking water and recycled water to the City. The City's
Public Works Department maintains sewer and storm drain systems. These operations are regulated,
governed and monitored by several permitting agencies. For example, the City has an air permit issued
by the South Coast Air Quality Management District (SCAQMD), an industrial wastewater permit
administered by the Los Angeles County Sanitation District (LACSD), and permits issued by the Los
Angeles Regional Water Quality Control Board (LARWQCB). Other agencies that interact with the City
on environmental issues include the California Energy Commission (CEC), the California Air Resources
Board (ARB), the U.S. Environmental Protection Agency (USEPA), California State Water Resources
Control Board (SWRCB), The Climate Registry (TCR), and the Department of Toxic Substances Control
(DTSC). As such, the City requires assistance with the preparation, review and submission of the
various necessary permit applications and environmental compliance matters.
In order to select a suitable firm to provide such services, on May 4, 2020, City staff issued a Request for
Proposals (RFP) for Environmental Compliance Services for the Vernon Public Utilities Department
(VPU), pursuant to Vernon Municipal Code section 2.17.14. The City received a total of four timely
proposals from qualified firms — Alta Environmental DBA NV5 (NV5), Ashworth Leininger Group (ALG),
Jacobs Engineering Group Inc. (Jacobs) and Yorke Engineering, LLC (Yorke). A panel of City staff was
assembled and collaborated to review, rate and select the most suitable firm to perform the services
listed in the RFP. After thorough review, Jacobs was selected as the qualified and desired firm to
receive the Service Agreement (Agreement) for environmental compliance services.
As environmental compliance service falls under Vernon Municipal Code Sec 2.17.08, price was not a
factor in the determination of the most qualified bidder. The selection was instead based on qualification,
background, and experience (40%); project understanding (30%); references (20%); and
responsiveness to the RFP (10%).
While all 4 qualified firms provided proposals and documentation that met minimum criteria, not all firms
were able to validate experience and demonstrate an understanding and ability for support potable water
compliance. The City's panel of raters reviewed the work plan as an indication of project understanding.
While some of the proposals did not provide a clear work plan, Jacobs provided a clear and organized
plan and detailed schedule for all areas of work. Jacobs also provided references for potable water
compliance and has significant experience working in municipal utilities, an area lacking in some of the
other firms. Formerly known as CH2M Hill, Jacobs, currently provides environmental compliance support
for VPU and has met the City's needs to the City's satisfaction.
Therefore, staff recommends that City Council approve the Services Agreement with Jacobs for a
three-year term not -to -exceed $339,913 to provide environmental compliance support as described
above. The proposed Services Agreement has been approved to form by the City Attorney's office.
Fiscal Impact:
The Agreement is for a not -to -exceed amount of $339,913 over a three-year term. This item is included
in the VPU 2020-2021 budget. If this Agreement is approved, VPU will budget accordingly in subsequent
years.
Attachments:
1. Services Agreement with Jacobs Engineering Group
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND JACOBS
ENGINEERING GROUP INC. FOR ENVIRONMENTAL COMPLIANCE SUPPORT
SERVICES
Contractor:
Responsible Principal of Contractor:
Notice Information - Contractor:
Notice Information - City:
Commencement Date:
Termination Date:
Consideration:
COVER PAGE
Jacobs Engineering Group Inc.
Elyse Engel, Project Manager
Jacobs Engineering Group Inc.
1737 N. 1s' Street, Suite 300
San Jose, CA 95112-4524
Attention: Elyse Engel, Project Manager
Phone: (669) 800-1012
Email: Elyse.Engel (aD-Jacobs.com
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Attention: Abraham Alemu, General
Manager of Public Utilities
Telephone: (323) 583-8811 ext. 250
Facsimile: (323) 826-1408
July 1, 2020
June 30, 2023
Total not to exceed $339,913.00 (includes
all applicable sales tax); and more
particularly described in Exhibit C
Records Retention Period Three (3) years, pursuant to Section 11.20
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND JACOBS
ENGINEERING GROUP INC. FOR ENVIRONMENTAL COMPLIANCE SUPPORT
SERVICES
This Contract is made between the City of Vernon ("City"), a California charter City
and California municipal corporation ("City"), and Jacobs Engineering Group Inc., a
Delaware corporation ("Contractor").
The City and Contractor agree as follows:
1.0 EMPLOYMENT OF CONTRACTOR. City agrees to engage
Contractor to perform the services as hereinafter set forth as authorized by the City
Council on June 16, 2020.
2.0 SCOPE OF SERVICES.
2.1 Contractor shall perform all work necessary to complete the services
set forth in the Request for Proposals dated May 4, 2020, Exhibit "A", and Contractor's
proposal to the City ("Proposal") dated May 19, 2020, Exhibit "B", both of which are
attached to and incorporated into this Contract, by reference.
2.2 All services shall be performed to the satisfaction of City.
2.3 All services shall be performed in a competent, professional,
and satisfactory manner in accordance with the prevailing industry standards for such
services.
3.0 PERSONNEL.
3.1 Contractor represents that it employs, or will employ, at its own
expense, all personnel required to perform the services under this Contract.
3.2 Contractor shall not subcontract any services to be performed by it
under this Contract without prior written approval of City.
3.3 All of the services required hereunder will be performed by
Contractor or by City -approved subcontractors. Contractor, and all personnel engaged in
the work, shall be fully qualified and authorized or permitted under State and local law to
perform such services and shall be subject to approval by the City.
2
4.0 TERM. The term of this Contract shall commence on July 1, 2020, and it shall
continue until June 30, 2023, unless terminated at an earlier date pursuant to the provisions
thereof.
5.0 COMPENSATION AND FEES.
5.1 Contractor has established rates for the City of Vernon which are
comparable to rates offered to other governmental entities in and around Los Angeles
County for the same services. For satisfactory and timely performance of the services,
the City will pay Contractor in accordance with the payment schedule set forth in Exhibit
"C" attached hereto and incorporated herein by reference.
5.2 Contractor's grand total compensation for the entire term of this
Contract, shall not exceed $339,913.00 without the prior authorization of the City, as
appropriate, and written amendment of this Contract.
5.3 Contractor shall, at its sole cost and expense, furnish all necessary and
incidental labor, material, supplies, facilities, equipment, and transportation which may be
required for furnishing services pursuant to this Contract. Contractor shall also utilize
materials that shall be no lesser in quality than the standards and customs of the industry
and must be sufficient for the purposes for which they are used. The above Contract fee
shall include all staff time and all clerical, administrative, overhead, insurance, reproduction,
telephone, air travel, auto rental, subsistence, and all related costs and expenses.
5.4 City shall reimburse Contractor only for those costs or expenses
specifically approved in this Agreement, or specifically approved in writing in advance by
City. Unless otherwise approved, such costs shall be limited and include nothing more
than the following costs incurred by Contractor:
5.4.1 The actual costs of subcontractors for performance of any
of the services that Contractor agrees to render pursuant to this Agreement, which have
been approved in advance by City and awarded in accordance with this Agreement.
5.4.2 Approved reproduction charges.
5.4.3 Actual costs and/or other costs and/or payments
3
specifically authorized in advance in writing and incurred by Contractor in the
performance of this Agreement.
5.5 Contractor shall not receive any compensation for extra work
performed without the prior written authorization of City. As used herein, "extra work"
means any work that is determined by City to be necessary for the proper completion of the
Project, but which is not included within the Scope of Services and which the parties did
not reasonably anticipate would be necessary at the time of execution of this Agreement.
Compensation for any authorized extra work shall be paid in accordance with the payment
schedule as set forth in Exhibit "C," if the extra work has been approved by the City.
5.6 Licenses, Permits, Fees, and Assessments. Contractor shall obtain,
at Contractor's sole cost and expense, such licenses, permits, and approvals as may be
required by law for the performance of the services required by this Agreement. Contractor
shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable
penalties and interest, which may be imposed by law and which arise from or are
necessary for the performance of the Services by this Agreement.
6.0 PAYMENT.
6.1 As scheduled services are completed, Contractor shall submit to
the City an invoice for the services completed, authorized expenses, and authorized
extra work actually performed or incurred according to said schedule.
6.2 Each such invoice shall state the basis for the amount invoiced,
including a detailed description of the services completed, the number of hours spent,
reimbursable expenses incurred and any extra work performed.
6.3 Contractor shall also submit a progress report with each
invoice that describes in reasonable detail the services and the extra work, if any,
performed in the immediately preceding calendar month.
6.4 Contractor understands and agrees that invoices which lack
sufficient detail to measure performance will be returned and not processed for
payment.
4
6.5 City will pay Contractor the amount invoiced within thirty (30) days
after the City approves the invoice.
6.6 Payment of such invoices shall be payment in full for all
services, authorized costs, and authorized extra work covered by that invoice.
7.0 CITY'S RESPONSIBILITY. City shall cooperate with Contractor as may be
reasonably necessary for Contractor to perform its services; and will give any required
decisions as promptly as practicable so as to avoid unreasonable delay in the progress of
Contractor's services.
8.0 COORDINATION OF SERVICES. Contractor agrees to work closely with
City staff in the performance of Services and shall be available to City's staff, consultants,
and other staff at all reasonable times.
9.0 INDEMNITY. Contractor agrees to indemnify and defend City, its officers,
elected officials, employees and agents against, and will hold and save each of them
harmless from, any and all actions, suits, claims, damages to persons or property, losses,
costs, penalties, obligations, errors, omissions or liabilities (herein "claims or liabilities"),
including but not limited to professional negligence, that may be asserted or claimed by
any person, firm or entity arising out of or in connection with the work, operations or
activities of Contractor, its agents, employees, subcontractors, or invitees, provided for
herein, or to the extent arising from the negligent acts or omissions of Contractor
hereunder, or arising from Contractor's failure to perform any term, provision, covenant or
condition of this Agreement, except to the extent such claims or liabilities arise from the
sole negligence or willful misconduct of City, its officers, elected officials, agents or
employees.
10.0 INSURANCE. Contractor shall, at its own expense, procure and maintain
policies of insurance of the types and in the amounts set forth below, for the duration of the
Contract, including any extensions thereto.
i. Automobile Liability with limits of $1,000,000 combined single limit,
including owned, hired, and non -owned liability coverage. The policy is required to be
5
primary noncontributory
ii. Contractor agrees to subrogate automobile liability resulting from
performance under this agreement, provide waiver of subrogation and additional insured
endorsement.
iii. General Liability with limits of $1,000,000 per occurrence and $2,000,000
aggregate written on an Insurance Services Office (ISO) Commercial General Liability
"occurrence" form or its equivalent for coverage on an occurrence basis.
Premises/Operations and Personal Injury coverage is required. The City of Vernon, its
directors, commissioners, officers, employees, agents, and volunteers must be endorsed on
the policy as additional insureds as respects liability arising out of the Contractor's
performance of this Contract. The policy is required to be primary noncontributory.
(1) If Contractor employs subcontractors as part of the services
rendered, Contractor shall require subcontractors to provide
insurance policies in accordance with the insurance amounts,
coverages and endorsed on the policy as additional insured. If
subcontractors do not obtain the required insurance coverage,
Contractor shall include all subcontractors as insureds under its
own policy or shall furnish separate insurance for each
subcontractor, meeting the requirements set forth herein.
(2) Contractor agrees to subrogate General Liability resulting from
performance under this agreement and provide waiver of
subrogation endorsement.
iv. Professional Errors and Omissions coverage in a sum of $1,000,000 per
claim and in the aggregate. Contractor shall maintain such coverage for one (1) year after
the termination of this Agreement. The policy is required to be primary noncontributory.
V. Contractor shall comply with the applicable sections of the California Labor
Code concerning workers' compensation for injuries on the job. In addition, Contractor
shall require each subcontractor to similarly maintain workers' compensation insurance in
M.
accordance with the laws for California for all of the subcontractor's employees.
Compliance is accomplished in one of the following manners:
(1) Provide copy of permissive self-insurance certificate approved
by the State of California; or
(2) Secure and maintain in force a policy of workers' compensation
insurance with statutory limits and Employer's Liability Insurance
with a limit of $1,000,000 per each accident each employee disease
and policy limit. The policy shall be endorsed to waive all rights of
subrogation against City, its directors, commissioners, officers,
employees, and volunteers for losses arising from performance of
this Contract; or
(3) Provide a "waiver" form certifying that no employees subject to the
Labor Code's Workers' Compensation provision will be used in
performance of this Contract.
vi. Each insurance policy included in this clause shall be endorsed to
state that coverage shall not be cancelled except after thirty (30) days' prior written
notice to City.
vii. Insurance shall be placed with insurers with a Best's rating of ANIL
viii. Prior to commencement of performance, Contractor shall furnish City with
a certificate of insurance for each policy. Each certificate is to be signed by a person
authorized by that insurer to bind coverage on its behalf. The certificate(s) must be in a
form approved by City.
ix. Failure to maintain required insurance at all times shall constitute a default
and material breach. In such event, Contractor shall immediately notify City and cease all
performance under this Contract until further directed by the City. In the absence of
satisfactory insurance coverage, City may, at its option: (a) procure insurance with
collection rights for premiums, attorney's fees and costs against Contractor by way of set-
off or recoupment from sums due to Contractor, at City's option; (b) immediately terminate
7
this Contract and seek damages from the Contract resulting from said breach; or (c) self -
insure the risk, with all damages and costs incurred, by judgment, settlement or otherwise,
including attorney's fees and costs, being collectible from Contractor, by way of set-off or
recoupment from any sums due to Contractor, but only after the City provides Contractor
with at least ten (10) business days' notice to cure the deficiency.
11.0 GENERAL TERMS AND CONDITIONS.
11.1 INDEPENDENT CONTRACTOR.
11.1.1 It is understood that in the performance of the services
herein provided for, Contractor shall be, and is, an independent contractor, and is not an
agent, officer or employee of City and shall furnish such services in its own manner and
method except as required by this Contract, or any applicable statute, rule, or regulation.
Further, Contractor has and shall retain the right to exercise full control over the
employment, direction, compensation and discharge of all persons employed by
Contractor in the performance of the services hereunder. City assumes no liability for
Contractor's actions and performance, nor assumes responsibility for taxes, bonds,
payments, or other commitments, implied or explicit, by or for Contractor. Contractor shall
be solely responsible for, and shall indemnify, defend and save City harmless from all
matters relating to the payment of its employees, subcontractors and independent
contractors, including compliance with social security, withholding and all other wages,
salaries, benefits, taxes, exactions, and regulations of any nature whatsoever.
11.1.2 Contractor acknowledges that Contractor and any
subcontractors, agents or employees employed by Contractor shall not, under any
circumstances, be considered employees of the City, and that they shall not be entitled
to any of the benefits or rights afforded employees of City, including, but not limited to,
sick leave, vacation leave, holiday pay, Public Employees Retirement System benefits,
or health, life, dental, long-term disability or workers' compensation insurance benefits.
11.2 CONTRACTOR NOT AGENT. Except as the City may authorize in
writing, Contractor and its subcontractors shall have no authority, express or implied, to act
M
on behalf of or bind the City in any capacity whatsoever as agents or otherwise.
11.3 OWNERSHIP OF WORK. All documents and materials furnished by
the City to Contractor shall remain the property of the City and shall be returned to the City
upon termination of this Agreement. All reports, drawings, plans, specifications, computer
tapes, floppy disks and printouts, studies, memoranda, computation sheets, and other
documents prepared by Contractor in furtherance of the work shall be the sole property of
City and shall be delivered to City whenever requested at no additional cost to the City.
Contractor shall keep such documents and materials on file and available for audit by the
City for at least three (3) years after completion or earlier termination of this Contract.
Contractor may make duplicate copies of such materials and documents for its own files or
for such other purposes as may be authorized in writing by the City.
11.4 CORRECTION OF WORK. Contractor warrants that its Services will
be performed in accordance with generally accepted standards in the industry. Following
completion of its Services and for a period of twelve (12) months thereafter, if the Services
provided hereunder do not conform to the warranty above stated and the same is reported
to Contractor by the City in writing promptly after recognition thereof, Contractor shall
promptly correct any defective, inaccurate or incomplete tasks, deliverables, goods,
services and other work, without additional cost to the City. The performance or
acceptance of services furnished by Contractor shall not relieve the Contractor from the
obligation to correct subsequently discovered defects, inaccuracy, or incompleteness.
11.5 RESPONSIBILITY FOR ERRORS. Contractor shall be responsible
for its work and results under this Agreement. Contractor, when requested, shall furnish
clarification and/or explanation as may be required by the City, regarding any services
rendered under this Agreement at no additional cost to City. In the event that an error or
omission attributableto Contractor occurs, then Contractor shall, at no cost to City, provide
all necessary design drawings, estimates and other Contractor professional services
necessary to rectify and correct the matter to the satisfaction of City and to participate in
any meeting required with regard to the correction.
9
11.6 WAIVER. The City's waiver of any term, condition, breach, or default
of this Contract shall not be considered to be a waiver of any other term, condition, default
or breach, nor of a subsequent breach of the one waived. The delay or failure of either
party at any time to require performance or compliance by the other of any of its obligations
or agreements shall in no way be deemed a waiver of those rights to require such
performance or compliance. No waiver of any provision of this Agreement shall be effective
unless in writing and signed by a duly authorized representative of the party against whom
enforcement of a waiver is sought.
11.7 SUCCESSORS. This Contract shall inure to the benefit of, and
shall be binding upon, the parties hereto and their respective heirs, successors, and/or
assigns.
11.8 NO ASSIGNMENT. Contractor shall not assign or transfer this
Contract or any rights hereunder without the prior written consent of the City and approval
by the City Attorney, which may be withheld in the City's sole discretion. Any
unauthorized assignment or transfer shall be null and void and shall constitute a material
breach by the Contractor of its obligations under this Contract. No assignment shall
release the original parties from their obligations or otherwise constitute a novation.
11.9 COMPLIANCE WITH LAWS. Contractor shall comply with all
Federal, State, County and City laws, ordinances, rules and regulations, which are, as
amended from time to time, incorporated herein and applicable to the performance hereof,
including but without limitation, the Vernon Living Wage Ordinance. Violation of any law
material to performance of this Contract shall entitle the City to terminate the Contract and
otherwise pursue its remedies. Further, if the Contractor performs any work knowing it to be
contrary to such laws, rules, and regulations Contractor shall be solely responsible for all
costs arising therefrom.
11.10 ATTORNEY'S FEES. If any action at law or in equity is brought to
enforce or interpret the terms of this Contract, the prevailing party shall be entitled to
reasonable attorney's fees, costs, and necessary disbursements in addition to any other relief
10
to which such party may be entitled.
11.11 INTERPRETATION.
11.11.1 Applicable Law. This Contract shall be deemed a contract
and shall be governed by and construed in accordance with the laws of the State of
California. Contractor agrees that the State and Federal courts which sit in the State of
California shall have exclusive jurisdiction over all controversies and disputes arising
hereunder, and submits to the jurisdiction thereof.
11.11.2 Entire Agreement. This Contract, including any exhibits
attached hereto, constitutes the entire agreement and understanding between the parties
regarding its subject matter and supersedes all prior or contemporaneous negotiations,
representations, understandings, correspondence, documentation, and agreements
(written or oral).
11.11.3 Written Amendment. This Contract may only be
changed by written amendment signed by Contractor and the City Administrator or other
authorized representative of the City, subject to any requisite authorization by the City
Council. Any oral representations or modifications concerning this Contract shall be of no
force or effect.
11.11.4 Severability. If any provision in this Contract is held by
any court of competent jurisdiction to be invalid, illegal, void, or unenforceable, such portion
shall be deemed severed from this Contract, and the remaining provisions shall
nevertheless continue in full force and effect as fully as though such invalid, illegal, or
unenforceable portion had never been part of this Contract.
11.11.5 Order of Precedence. In case of conflict between the
terms of this Contract and the terms contained in any document attached as an Exhibit or
otherwise incorporated by reference, the terms of this Contract shall strictly prevail. The
terms of the City's Request for Proposals shall control over the Contractor's Proposal.
11.11.6 Duplicate Originals. There shall be two (2) fully signed
copies of this Contract, each of which shall be deemed an original.
11
11.11.7 Construction. In the event an ambiguity or question of
intent or interpretation arises with respect to this Agreement, this Agreement shall be
construed as if drafted jointly by the parties and in accordance with its fair meaning.
There shall be no presumption or burden of proof favoring or disfavoring any party by
virtue of the authorship of any of the provisions of this Agreement.
11.12 TIME OF ESSENCE. Time is strictly of the essence of this contract
and each and every covenant, term, and provision hereof.
11.13 AUTHORITY OF CONTRACTOR. The Contractor hereby represents
and warrants to the City that the Contractor has the right, power, legal capacity, and
authority to enter into and perform its obligations under this Contract, and its execution of
this Contract has been duly authorized.
11.14 ARBITRATION OF DISPUTES. Any dispute for under $25,000
arising out of or relating to the negotiation, construction, performance, non-performance,
breach, or any other aspect of this Contract, shall be settled by binding arbitration in
accordance with the Commercial Rules of the American Arbitration Association at Los
Angeles, California and judgment upon the award rendered by the Arbitrators may be
entered in any court having jurisdiction thereof. The City does not waive its right to object to
the timeliness or sufficiency of any claim filed or required to be filed against the City and
reserves the right to conduct full discovery.
11.15 NOTICES. Any notice or demand to be given by one party to the
other must be given in writing and by personal delivery or prepaid first-class, registered or
certified mail, addressed as follows. Notice simply to the City of Vernon or any other City
department is not adequate notice.
If to the City:
City of Vernon
Attention: Abraham Alemu, General Manager of Public Utilities
4305 Santa Fe Avenue
Vernon, CA 90058
If to the Contractor:
12
Gary Draper, Senior Counsel
Jacobs Engineering Group Inc.
125 Broadway Ave.
Oak Ridge, TN 37830
865-220-4839
Email: Gary.Draper@Jacobs.com
Any such notice shall be deemed to have been given upon delivery, if
personally delivered, or, if mailed, upon receipt, or upon expiration of three (3) business
days from the date of posting, whichever is earlier. Either party may change the address at
which it desires to receive notice upon giving written notice of such request to the other
party.
11.16 NO THIRD PARTY RIGHTS. This Agreement is entered into for the
sole benefit of City and Contractor and no other parties are intended to be direct or
incidental beneficiaries of this Agreement and no third party shall have any right or remedy
in, under, or to this Agreement.
11.17 TERMINATION FOR CONVENIENCE (Without Cause). City may
terminate this Contract in whole or in part at any time, for any cause or without cause,
upon fifteen (15) calendar days' written notice to Contractor. If the Contract is thus
terminated by City for reasons other than Contractor's failure to perform its obligations,
City shall pay Contractor a prorated amount based on the services satisfactorily completed
and accepted prior to the effective date of termination. Such payment shall be Contractor's
exclusive remedy for termination without cause.
11.18 DEFAULT. In the event either party materially defaults in its
obligations hereunder, the other party may declare a default and terminate this Contract
by written noticeto the defaulting party. The notice shall specify the basis for the default.
The Contract shall terminate unless such default is cured before the effective date of
termination stated in such notice, which date shall be no sooner than ten (10) days after
the date of the notice. In case of default by Contractor, the City reserves the right to
procure the goods or services from other sources and to hold the Contractor responsible
13
for any excess costs occasioned to the City, provided Contractor has not cured such
default within ten (10) days as provided above. City may extend the cure period as
necessary, but is under no obligation to do so, and such extension must be memorialized
in writing. Contractor shall not be held accountable for additional costs incurred due to
delayor default as a result of Force Majeure. Contractor must notify the City immediately
upon knowing that non-performance or delay will apply to this Contract as a result of
Force Majeure. At that time Contractor is to submit in writing a Recovery Plan for this
Contract. If the Recovery Plan is not acceptable to the City or not received within 10 days
of the necessary notification of Force Majeure default, then the city may cancel this order
in its entirety at no cost to the City, owing only for goods and services completed to that
point.
11.19 TERMINATION FOR CAUSE. Termination for cause shall relieve the
terminating party of further liability or responsibility under this Contract, including the
payment of money, except for payment for services satisfactorily and timely performed prior
to the service of the notice of termination, and except for reimbursement of (1) any
payments made by the City for service not subsequently performed in a timely and
satisfactory manner, and (2) costs incurred by the City in obtaining substitute performance.
If this Agreement is terminated as provided herein, City may require, at no additional cost to
City, that Contractor provide all finished or unfinished documents, data, and other
information of any kind prepared by Contractor in connection with the performance of
Services under this Agreement. Contractor shall be required to provide such document and
other information within fifteen (15) days of the request.
11.19.1 Additional Services. In the event this Agreement is
terminated in whole or in part as provided herein, City may procure, upon such terms and in
such manner as it may determine appropriate, services similar to those terminated.
11.20 MAINTENANCE AND INSPECTION OF RECORDS. The City, or
its authorized auditors or representatives, shall have access to and the right to audit and
reproduce any of the Contractor's records to the extent the City deems necessary to
14
insure it is receiving all money to which it is entitled under the Contract and/or is paying
only the amounts to which Contractor is properly entitled under the Contract or for other
purposes relating to the Contract. However, this right to examine and audit shall not
extend to Contractor's accounts that reflect Contractor's overheads, burden rates, fringe
rates, multipliers, or profit. The Contractor shall maintain and preserve all such records for
a period of at least three (3) years after termination of the Contract.
The Contractor shall maintain all such records in the City of Vernon. If not,
the Contractor shall, upon request, promptly deliver the records to the City of Vernon or
reimburse the City for all reasonable and extra costs incurred in conducting the audit at
a location other than the City of Vernon, including, but not limited to, such additional (out
of the City) expenses for personnel, salaries, private auditors, travel, lodging, meals, and
overhead.
11.21 CONFLICT. Contractor hereby represents, warrants, and certifies
that, to the best of its knowledge, no member, officer, or employee of the Contractor is a
director, officer, or employee of the City of Vernon, or a member of any of its boards,
commissions, or committees, except to the extent permitted by law.
11.22 HEADINGS. Paragraphs and subparagraph headings contained in
this Agreement are included solely for convenience and are not intended to modify,
explain or to be a full or accurate description of the content thereof and shall not in any
way affect the meaning or interpretation of this Agreement.
11.23 ENFORCEMENT OF WAGE AND HOUR LAWS. Eight hours labor
constitutes a legal day's work. The Contractor, or subcontractor, if any, shall forfeit twenty-
five dollars ($25) for each worker employed in the execution of this Agreement by the
respective Contractor or subcontractor for each calendar day during which the worker is
required or permitted to work more than 8 hours in any one calendar day and 40 hours in
any one calendar week in violation of the provisions of Sections 1810 through 1815 of the
California Labor Code as a penalty paid to the City; provided, however, work performed by
employees of contractors in excess of 8 hours per day, and 40 hours during any one week,
15
shall be permitted upon compensation for all hours worked in excess of 8 hours per day at
not less than 1'/2 times the basic rate of pay.
11.24 LIVING WAGES. Contractor, and any Subcontractor(s), shall comply
with the City's Living Wage Ordinance. The current Living Wage Standards are set forth in
Exhibit "D". Upon the City's request, certified payroll records shall promptly be provided to
the City.
11.25 EQUAL EMPLOYMENT OPPORTUNITY PRACTICES. Contractor
certifies and represents that, during the performance of this Contract, it and any other
parties with whom it may subcontract shall adhere to equal employment opportunity
practices to assure that applicants, employees and recipients of service are treated equally
and are not discriminated against because of their race, religion, color, national origin,
ancestry, disability, sex, age, medical condition, sexual orientation or marital status.
Contractor further certifies that it will not maintain any segregated facilities. Contractor
further agrees to comply with The Equal Employment Opportunity Practices provisions as
set forth in Exhibit "E".
[Signatures Begin on Next Page].
16
IN WITNESS WHEREOF, the Parties have signed this Agreement as of the
Commencement Date stated on the cover page.
City of Vernon, a California charter City
and California municipal corporation
By:
Carlos Fandino, City Administrator
ATTEST:
Jacobs Engineering Group Inc., a
Delaware corporation
By:
Name:
Title:
By:
Lisa Pope, City Clerk Name:
Title:
APPROVED AS TO FORM:
Arnold M. Alvarez-Glasman,
Interim City Attorney
17
EXHIBIT A
REQUEST FOR PROPOSALS
18 December 2019
City of Vernon
Request for Proposals (RFP)
Environmental Compliance Services
4'
L
City of Vernon
Public Utilities Department
4305 Santa Fe Avenue, Vernon, CA 90058
Phone: (323) 583-8811
City of Vernon Environmental Compliance Services Request for Proposals
INTRODUCTION AND PROJECT
The City of Vernon is requesting proposals for Environmental Compliance Services that
can provide environmental related support services (described in more detail below). The
type of work can be generally categorized as support for Environmental Compliance
programs.
The City will select one firm, based on demonstrated competence and a cost effective
approach to design, conduct, and assist in performing the Environmental Compliance
Services described in this Request for Proposals (RFP).
2. BACKGROUND
The City of Vernon was founded in 1905, is approximately 5.2 square miles in size and is
located approximately 5 miles southeast of downtown Los Angeles California. Over its
long history, Vernon was developed as an industrial community. As economic conditions
changed over the decades, these large scale industrial operations have relocated out of
Southern California and Vernon has attracted smaller, lighter industrial facilities. The
City's business friendly environment, low cost utilities and key location for trucking and rail
transport continue to position Vernon as an ideal location for industrial uses. With a desire
to honor its unique and historical roots Industry, Community, and Service are today's
fundamentals that guide the City with great success.
City Government: The City Council consists of five members, elected at -large, who serve
five-year staggered terms. The City Council annually appoints a Mayor and a Mayor Pro
Tern from its own membership to serve one-year terms.
Labor Force: Vernon has approximately 280 employees, and its departments include a
Fire Department, Police Department, Finance Department, Public Works Department,
Public Utilities Department and Health and Environmental Control Department. Present
bargaining units recognized include the Vernon Police Officers Benefit Association,
Vernon Police Management Association, Vernon Firemen's Association, the Vernon Fire
Management Association, International Brotherhood of Electrical Workers Local 47, and
Teamsters Local 911.
3. OVERALL SERVICE
The City of Vernon Public Utilities Department (VPU) provides electric, water, gas, and
fiber services to the residents and businesses in the City. The electric system consists of
sub -transmission, distribution, and a gas turbine peaking plant. The Gas Division operates
gas transmission and distribution system, which provides natural gas to about 120
customers. The Water Division provides potable drinking water and recycled water to the
City. The City's Public Works Department maintains sewer and storm drain systems.
These operations are governed by several permitting agencies. The City has an air permit
issued by the South Coast Air Quality Management District (SCAQMD), an industrial
wastewater permit administered by the Los Angeles County Sanitation District (LACSD),
and permits issued by the Los Angeles Regional Water Quality Control Board
(LARWQCB). Other agencies that interact with the City on environmental issues include
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City of Vernon Environmental Compliance Services Request for Proposals
the California Energy Commission (CEC), the California Air Resources Board (ARB), the
U.S. Environmental Protection Agency (USEPA), California State Water Resources
Control Board (SWRCB), The Climate Registry (TCR), and the Department of Toxic
Substances Control (DTSC).
The City owns a historical power plant (Station A), which houses (now non -operational)
five diesel -fueled reciprocating internal combustion engines (ICE), each with a nameplate
rating of approximately 3.5 megawatts (MW). The ICEs came online in 1933 and ceased
to operate in the mid-1990s. In 1988, two 7,400 horsepower Allison 571-KA natural gas -
fired combustion turbines (H. Gonzales Units), each with a nameplate rating of
approximately 5.5 MW, were added to Station A. In 1999, a diesel -fueled emergency
generator was also installed, with a nameplate rating of approximately 230 kilowatts (kW).
4. SCOPE OF SERVICES REQUIRED
The City of Vernon is seeking the services of one or more highly qualified consulting
contractor(s) to provide services in the areas described below. The work can be generally
categorized as Environmental Compliance Support.
ENVIRONMENTAL COMPLIANCE DOCUMENTATION
Environmental compliance documents, related to air quality, industrial wastewater and
stormwater, hazardous materials, hazardous waste, greenhouse gas (GHG) reporting,
and water loss audit, need to be prepared for submission to various regulatory agencies.
As part of their proposal, the Contractor will need to propose to prepare the documents as
described below. To provide a basis for comparison, please provide a cost estimate for
preparing these documents for a one-year period. Please provide a cost estimate for each
grouping of reports.
A. Air Quality
A.1 Compliance documentation specific to air quality reporting that shall be included in
the Contractor proposal include:
Nitrogen Oxides (NOx) Regional Clean Air Incentives Market (RECLAIM)
Quarterly Certification of Emissions Report (QCER), which is submitted to
the SCAQMD every January, April, August, and October.
Title V Semi -Annual Compliance Monitoring Report, which is submitted to
the SCAQMD every February and August.
Annual Criteria Pollutant and Toxic Air Contaminant Emissions Report,
which is submitted to the SCAQMD every March.
NOx RECLAIM Annual Permit Emissions Program (APEP) Report, which
is submitted to the SCAQMD every August.
Annual Emissions Report (AER), which is submitted to the SCAQMD every
March.
• Title V Annual Compliance Monitoring Report, which is submitted to the
SCAQMD and USEPA every August.
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City of Vernon Environmental Compliance Services Request for Proposals
• Title V Annual Compliance Certification Report, which is submitted to
SCAQMD and USEPA every August
• Malburg Generating Station Five -Year Compliance Report (HAZ-6), which
is submitted to the CEC every five years. The next report is due in October
2020.
• Malburg Generating Station Five -Year Compliance Report (HAZ-7), which
is submitted to the CEC every five years. The next report is due in October
2020.
• The City will a Title V Permit Renewal Application and as necessary, the
Contractor is expected to provide coordination support as the SCAQMD
reviews this package.
A.2 On an annual basis, inspectors or auditors may request additional information
supporting compliance documentation. Contractor proposal shall include support in
responding to inspector requests as requested by City staff.
A.3 As SCAQMD is developing the process to transition out of RECLAIM, the City staff
is requesting the consultant to provide support services for maintaining compliance and to
provide coordination support in revising applicable permits. The permits are expected to
fall under low -use exemption in Proposed Amended Rule 1135. The compliance reviews
will be on an "as needed" basis only and subject to prior approval by the City staff.
The following compliance documents specific to air quality reporting are prepared by City
staff and are, therefore, not included in this Scope of Work for bidders:
Source tests for the two H. Gonzales Units are conducted every five years.
The next source test for H. Gonzales Unit 1 is April 2023; the source test
for H. Gonzales Unit 2 is in December 2021. The City Operations
Supervisor is responsible for contracting a third party to prepare the source
test protocol, conduct the source test, and submit the source test protocol
and results to the SCAQMD.
The Quadrennial AB 2588 Report is submitted every four years as part of
the Annual Criteria Pollutant and Toxic Air Contaminant Emissions Report.
The next Quadrennial AB 2588 Report is due in March 2022
B. Potable and Recycled Water
The Water Division provides drinking water and recycled water for the City of Vernon. The
water distribution system consists of approximately 46 miles of pipe, eight active wells, six
above ground reservoirs, a below ground reservoir, and an elevated tank. Last fiscal year
the City produced approximately 6,082 acre feet of potable groundwater and purchased
643 acre feet of imported potable water from Central Basin Municipal Water District
(CBMWD). The City performs sampling as mandated by the SWRCB and compiles all
water quality data to produce the Annual Water Quality Report (Consumer Confidence
Report) mandated for public health. The report must comply with all State and Federal
regulatory standards as outlined in state and federal statues and codes and as reported
to the SWRCB.
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City of Vernon Environmental Compliance Services Request for Proposals
The Water Division also purchased approximately 626 acre feet of recycled water from
CBMW D last year. As such, the recycled water regulatory compliance is regulated through
applicable state and federal regulatory standards as outlined in state and federal statues
and codes and as reported to the State Water Resources Control Board.
Lastly, the Water Division must also comply with state and federal MS4 regulatory
mandates for potable water discharges into local bodies of water, mainly the Los Angeles
River.
The City is requesting that the consultant provide review and support services for state
and federal regulatory compliance pertaining to drinking water requirements, regulatory
compliance for the use of recycled water, and discharges of potable water allowed by the
MS4 permit requirements. The reviews will be on an "as needed" basis only and subject
to prior approval by the City's Water Division.
C. Industrial Wastewater
The compliance documents specific to industrial wastewater reporting
include:
Wastewater Surcharge Exemption Report, which is prepared annually for
internal records.
D. Hazardous Materials
The compliance documents specific to hazardous materials reporting that shall be
included in the Contractor's proposal include:
Malburg Generating Station Annual Compliance Report (CUL-8), which is
submitted to the CEC every January.
E. Greenhouse Gas
E.1 The compliance documentation specific to GHG reporting that shall be included in
the Contractor's proposal are as follows:
• Registration of Specified Electricity Import and Export Sources, which is
submitted to the ARB every February in support of the City's Electricity
Distribution System GHG Emissions Inventory.
• GHG Emissions Inventory for the City's Natural Gas Distribution System
per 40 Code of Federal Regulations 98.400 — 98.408, which is submitted
to the USEPA every March.
• GHG Emissions Inventory for the City's Natural Gas Distribution System
per 17 California Code of Regulations (CCR) 95122, which is submitted to
the ARB every April.
• GHG Emissions Inventory for the City's Electricity Distribution System per
17 CCR 95111 — 95112, which is submitted to the ARB every June.
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City of Vernon Environmental Compliance Services Request for Proposals
• GHG Emissions Inventory for the City's Gas Insulated Switchgear per 17
CCR 95350 — 95359, which is submitted to the ARB every June.
• GHG Emissions Inventory for the City -owned facilities, including vehicles
and off -road equipment, which is prepared for internal use only.
• GHG Inventory Management Plan, which is revised for internal records
every year following submittal of the GHG Emissions Inventories.
• Verification Statements for the Natural Gas Distribution System and
Electricity Distribution System GHG Emissions Inventories, which are
submitted to the ARB every September. Up to two of the Contractor's staff
may attend one -day onsite verification meetings conducted by the third
party verifier and will respond to inquiries from the third party verifier. Note
that verification is not required for the Gas Insulated Switchgear GHG
Emissions Inventory.
• The City Staff is responsible for contracting a third party to conduct
verification services for the GHG Emissions Inventories submitted to ARB.
However, the Contractor may be asked to prepare a narrative, describing
verification services to be provided, for use during the contracting process.
E.2 On an annual basis, inspectors or auditors may request additional information
supporting compliance documentation. Contractor proposal shall include support in
responding to inspector's requests on as requested basis by City staff.
5. QUALIFICATIONS & CRITERIA
A. Qualifications: The City of Vernon will select one firm for all of the outlined Scope of
Services on the basis of qualifications, experience, and cost. The following are the
minimum qualifications to be used to evaluate responses to this Request for
Proposals:
• At least 5 years professional experience conducting work in the area of
environmental compliance.
• Personnel conducting the work have all professional licenses and
certifications customary and necessary to conduct the work in the areas
proposed.
• History of providing responsive and quality services.
B. Selection Criteria: The City will conduct a comprehensive, fair, and impartial
evaluation of proposals received in response to this RFP. All proposals received
will be reviewed and evaluated by a committee of qualified personnel. The name,
information, or experience of the individual members will not be made available to
any proposer. The Evaluation Committee will first review and screen all proposals
submitted, except for the cost proposals, according to the minimum qualifications
set forth above. The following criteria will be used in reviewing and comparing the
proposals and in determining the highest scoring bid:
40% Qualifications, background and prior experience of the firm in the
Service Area(s) being proposed, experience of key staff assigned to
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City of Vernon Environmental Compliance Services Request for Proposals
oversee services provided to Vernon, evaluation of size and scope of
similar work performed and success on that work.
2. 30% Project understanding. The proposal should demonstrate thorough
understanding of all tasks.
3. 10% Responsiveness to the RFP, and quality and responsiveness of the
proposal.
4. 20% References including past performance of proposer.
6. FORMAT AND DELIVERY OF RESPONSE
Respondents are asked to submit one (1) electronic copy (via email to
lumeda@ci.vernon.ca.us) of their proposals in sufficient detail to allow for a thorough
evaluation and comparative analysis. The proposal should include, at a minimum, the
following information in sectionalized format addressing all phases of the work in the RFP.
A. Format: Limit your proposal to 20 typed 8.5" X 11" pages, or fewer excluding cover
letter and attachments. You may attach a firm brochure if you wish, but it must be
as a separate attachment and independent from the required elements noted
above.
1. Use a conventional typeface with a minimum font size of 12 points. Use a
1" margin on all borders.
2. Organize your submittal in the order described above.
3. Title the subject line of the email: "RFP for Environmental Compliance
Services" and include the name of the primary contact for the respondent.
4. Responses are due on or before 5:00 p.m. on May 20, 2020. Late
response will not be accepted.
5. If you have any questions about this RFP, please contact Lisa Umeda at
(323) 583-8811 ext. 561. Please note that any questions asked and any
response provided by Vernon will be sent to every person who will be
submitting a proposal, to the extent the City is aware of them.
B. Cover Letter: All proposals shall include a cover letter which states that the proposal
shall remain valid for a period of not less than ninety (90) days from the date of
submittal. If the proposal contemplates the use of sub -contractors, the sub-
contractors shall be identified in the cover letter. If the proposal is submitted by a
business entity, the cover letter shall be signed by an officer authorized to
contractually bind the business entity. With respect to the business entity, the cover
letter shall also include: the identification of the business entity, including the name,
address and telephone number of the business entity; and the name, title, address
and telephone number of a contact person during the proposal evaluation period.
C. Introduction: Present an introduction of the proposal and your understanding of the
assignment and significant steps, methods and procedures to be employed by the
proposer to ensure quality deliverables that can be delivered within the required time
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City of Vernon Environmental Compliance Services Request for Proposals
frames and your identified budget.
D. General Scope of Work: Briefly summarize the scope of work as the proposer
perceives or envisions it for each Service Area proposed.
E. Work Plan: Present concepts for conducting the work plan and interrelationship of
all projects. Define the scope of each task including the depth and scope of analysis
or research proposed.
F. Fees and costs: In a separate email titled "RFP for Environmental Compliance
Services - Fees and Costs", submit one electronic copy (via email to
lumeda@ci.vernon.ca.us) of the proposed costs/fees by task, hourly rates,
fees, any and all other costs, and totals for consideration after the selection.
Negotiations may or may not be conducted with the proposer; therefore, the proposal
submitted should contain the proposer's most favorable terms and conditions, since
selection and award may be made without discussion with any firm. All prices should
reflect "not to exceed" amounts per item. Proposer must offer services at a rate
comparable to the rate proposer offers to other governmental entities for similar
work. Offering a higher rate to the City than the comparable rate is grounds for
disqualification of the Proposer.
G. Ability of the Proposer to Perform: Provide a detailed description of the proposer
and his/her/its qualifications, including names, titles, detailed professional resumes
and past experience in similar work efforts/products of key personnel who will be
working on the assignment. Provide a list of specific related work projects that have
been completed by the proposer which are directly related to the assignment
described in this RFP. Note the specific individuals who completed such project(s).
Identify role and responsibility of each member of the project team. Include the
amount of time key personnel will be involved in the respective portions of the
assignment. Respondents are encouraged to supply relevant examples of their
professional product. Provide a list of at least three references and include
company, name/title of client, dates when work was performed, email address,
phone number and a brief description (no more than one page) of work performed.
The selected firm shall not subcontract any work under the RFP nor assign any
work without the prior written consent of the City.
H. Affidavit of Non -Collusion. Proposer must submit a completed and signed,
"Affidavit of Non -Collusion." (Copy attached as Exhibit A).
7. ADDENDA. CHANGES. AND AMENDMENTS TO THIS SOLICITATION
At any time prior to the due date for responses, the City may make changes, amendments,
and addenda to this solicitation, including changing the date due to allow respondents time
to address such changes. Addenda, changes, and amendments, if made, will be posted
on the City's website (www.cityofvernon.org), which is deemed adequate notice. A
proposer may make a request to the City's project coordinator to be placed on a list of
persons to receive notice of any such addenda, changes, or amendments. The preferred
manner of communications is via e-mail due to its timeliness.
Page 8 of 12
City of Vernon Environmental Compliance Services Request for Proposals
8. CONDITIONS FOR RESPONSES TO RFP
The following conditions apply to this RFP process:
A. Nothing contained in this RFP shall create any contractual
relationship between the respondent and the City.
B. This RFP does not obligate the City to establish a list of service
providers qualified as prime contractors, or award a contract to any
respondent. The City reserves the right to amend or cancel this
RFP without prior notice, at any time, at its sole discretion.
C. The City shall not be liable for any expenses incurred by any
individual or organization in connection with this RFP.
D. No conversations or agreements with any officer, agent, or
employee of the City shall affect or modify any terms of this RFP.
Oral communications or any written/e-mail materials provided by
any person other than designated contact staff of City shall not be
considered binding.
E. The City reserves the right, in its sole discretion, to accept or reject
any or all Proposals without prior notice and to waive any minor
irregularities or defects in a Proposal. The City reserves the right
to seek clarification on a Proposal with any source.
F. The dates, times, and sequence of events related to this RFP shall
ultimately be determined by the City. The schedule shown above
is subject to change, at the sole discretion of the City, although the
City will attempt to follow it and, if it must be altered, will attempt to
provide reasonable notice of the changes.
G. Respondents shall not issue any news release pertaining to this
RFP, or the City without prior written approval of the City.
H. All submitted proposals and information included therein or
attached thereto shall become public record upon delivery to the
City.
9. RIGHT BY THE CITY TO WITHDRAW THIS REQUEST
The City may, at its sole discretion and for any reason whatsoever, withdraw this
solicitation at any time.
10. LIVING WAGE ORDINANCE
The selected firm shall pay qualifying employees a wage of not less than $10.30 per
hour with health benefits, or $11.55 per hour without health benefits. The firm shall also
provide qualifying employees at least twelve days off per year for sick leave, vacation or
Page 9 of 12
City of Vernon Environmental Compliance Services Request for Proposals
personnel necessity, and an additional ten days a year of uncompensated time for sick
leave. There shall be a prohibition on an employer retaliation against an employee's
complaining to the City with regard to the employer's compliance with the living wage
ordinance. Contractor, and any Subcontractor(s), shall comply with the City's Living
Wage Ordinance. The current Living Wage Standards are set forth in Exhibit "D" of the
standard form contract, attached hereto as Exhibit B. Upon the City's request, certified
payroll records shall promptly be provided to the City.
11. STANDARD TERMS AND CONDITIONS
Prior to the award of any work hereunder, City and proposer shall enter into the written
contract for services attached hereto as Exhibit B. Proposers responding to this RFP
are strongly advised to review all the terms and conditions of the Contract. The term of
the Contract shall not exceed three (3) years.
Page 10 of 12
City of Vernon Environmental Compliance Services Request for Proposals
EXHIBIT A
AFFIDAVIT OF NON -COLLUSION
Page 11 of 12
AFFIDAVIT OF NON -COLLUSION BY CONTRACTOR
STATE OF CALIFORNIA )
) ss
COUNTY OF LOS ANGELES )
being first duly sworn deposes
and says that he/she is
(Insert "Sole Owner", 'Partner", 'President, "Secretary", or other proper title)
of
(Insert name of bidder)
who submits herewith to the City of Vernon a bid/proposal;
That all statements of fact in such bid/proposal are true;
That such bid/proposal was not made in the interest of or on behalf of any undisclosed person, partnership,
company, association, organization or corporation;
That such bid/proposal is genuine and not collusive or sham;
That said bidder has not, directly or indirectly by agreement, communication or conference with anyone
attempted to induce action prejudicial to the interest of the City of Vernon, or of any other bidder or anyone
else interested in the proposed contract; and further
That prior to the public opening and reading of bids/proposals, said bidder:
a. Did not directly or indirectly, induce or solicit anyone else to submit a false or sham bid/proposal;
b. Did not directly or indirectly, collude, conspire, connive or agree with anyone else that said bidder
or anyone else would submit a false or sham bid/proposal, or that anyone should refrain from
bidding or withdraw his/her bid/proposal;
C. Did not, in any manner, directly or indirectly seek by agreement, communication or conference
with anyone to raise or fix the bid/proposal price of said bidder or of anyone else, or to raise or
fix any overhead, profit or cost element of his/her bid/proposal price, or of that of anyone else;
d. Did not, directly or indirectly, submit his/her bid/proposal price or any breakdown thereof, or the
contents thereof, or divulge information or data relative thereto, to any corporation, partnership,
company, association, organization, bid depository, or to any member or agent thereof, or to any
individual or group of individuals, except the City of Vernon, or to any person or persons who
have a partnership or other financial interest with said bidder in his/her business.
I certify under penalty of perjury that the above information is correct
Title:
Date:
March 2013
City of Vernon Environmental Compliance Services Request for Proposals
STANDARD FORM CONTRACT
Page 12 of 12
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND [CONTRACTOR'S
NAME] FOR [BRIEF DESCRIPTION OF SERVICES]
Contractor:
Responsible Principal of Contractor:
Notice Information - Contractor:
Notice Information - City:
Commencement Date:
Termination Date:
Consideration:
Records Retention Period
COVER PAGE
[insert name of contractor]
[insert name, title]
[insert name of contractor]
[insert street address]
[insert city, state, zip code]
Attention: [insert name, title]
Phone: [insert phone number]
Facsimile: [insert fax number]
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Attention: [insert department head]
[insert department head title]
Telephone: (323) 583-8811 ext. [insert]
Facsimile: [insert fax number]
[insert commencement date]
[insert termination date]
Total not to exceed $[insert amount]
(includes all applicable sales tax); and more
particularly described in Exhibit C
Three (3) years, pursuant to Section 11.20
December 2019
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND [CONTRACTOR'S NAME]
FOR [BRIEF DESCRIPTION OF SERVICES]
This Contract is made between the City of Vernon ("City"), a California charter City and
California municipal corporation ("City"), and [Contractor's Name], a [State incorporated in]
corporation ("Contractor")
The City and Contractor agree as follows:
1.0 EMPLOYMENT OF CONTRACTOR. City agrees to engage Contractor to
perform the services as hereinafter set forth as authorized by the City Council on
2.0 SCOPE OF SERVICES.
2.1 Contractor shall perform all work necessary to complete the services set
forth in the Request for Proposals dated , Exhibit "A", and Contractor's proposal to
the City ("Proposal") dated , Exhibit "B", both of which are attached to and
incorporated into this Contract, by reference.
2.2 All services shall be performed to the satisfaction of City.
2.3 All services shall be performed in a competent, professional, and
satisfactory manner in accordance with the prevailing industry standards for such services.
3.0 PERSONNEL.
3.1 Contractor represents that it employs, or will employ, at its own expense,
all personnel required to perform the services under this Contract.
3.2 Contractor shall not subcontract any services to be performed by it under
this Contract without prior written approval of City.
3.3 All of the services required hereunder will be performed by Contractor or
by City -approved subcontractors. Contractor, and all personnel engaged in the work, shall be
fully qualified and authorized or permitted under State and local law to perform such services
and shall be subject to approval by the City.
4.0 TERM.
2 December 2019
The term of this Contract shall commence on [state date], and it shall continue until [state date
which may not be more than three years from the commencement date], unless terminated
at an earlier date pursuant to the provisions thereof.
5.0 COMPENSATION AND FEES.
5.1 Contractor has established rates for the City of Vernon which are
comparable to and do not exceed the best rates offered to other governmental entities in and
around Los Angeles County for the same services. For satisfactory and timely performance of
the services, the City will pay Contractor in accordance with the payment schedule set forth in
Exhibit "C" attached hereto and incorporated herein by reference.
5.2 Contractor's grand total compensation for the entire term of this Contract,
shall not exceed [state amount] without the prior authorization of the City, as appropriate, and
written amendment of this Contract.
5.3 Contractor shall, at its sole cost and expense, furnish all necessary and
incidental labor, material, supplies, facilities, equipment, and transportation which may be
required for furnishing services pursuant to this Contract. Materials shall be of the highest
quality. The above Contract fee shall include all staff time and all clerical, administrative,
overhead, insurance, reproduction, telephone, air travel, auto rental, subsistence, and all related
costs and expenses.
5.4 City shall reimburse Contractor only for those costs or expenses
specifically approved in this Agreement, or specifically approved in writing in advance by City.
Unless otherwise approved, such costs shall be limited and include nothing more than the
following costs incurred by Contractor:
5.4.1 The actual costs of subcontractors for performance of any of the
services that Contractor agrees to render pursuant to this Agreement, which have been
approved in advance by City and awarded in accordance with this Agreement.
5.4.2 Approved reproduction charges.
3 December 2019
5.4.3 Actual costs and/or other costs and/or payments specifically
authorized in advance in writing and incurred by Contractor in the performance of this
Agreement.
5.5 Contractor shall not receive any compensation for extra work performed
without the prior written authorization of City. As used herein, "extra work" means any work that
is determined by City to be necessary for the proper completion of the Project, but which is not
included within the Scope of Services and which the parties did not reasonably anticipate would
be necessary at the time of execution of this Agreement. Compensation for any authorized
extra work shall be paid in accordance with the payment schedule as set forth in Exhibit "C," if
the extra work has been approved by the City.
5.6 Licenses, Permits, Fees, and Assessments. Contractor shall obtain, at
Contractor's sole cost and expense, such licenses, permits, and approvals as may be required
by law for the performance of the services required by this Agreement. Contractor shall have the
sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and
interest, which may be imposed by law and which arise from or are necessary for the
performance of the Services by this Agreement.
6.0 PAYMENT.
6.1 As scheduled services are completed, Contractor shall submit to the
City an invoice for the services completed, authorized expenses, and authorized extra work
actually performed or incurred according to said schedule.
6.2 Each such invoice shall state the basis for the amount invoiced, including
a detailed description of the services completed, the number of hours spent, reimbursable
expenses incurred and any extra work performed.
6.3 Contractor shall also submit a progress report with each invoice that
describes in reasonable detail the services and the extra work, if any, performed in the
immediately preceding calendar month.
4 December 2019
6.4 Contractor understands and agrees that invoices which lack sufficient
detail to measure performance will be returned and not processed for payment.
6.5 City will pay Contractor the amount invoiced within thirty (30) days after
the City approves the invoice.
6.6 Payment of such invoices shall be payment in full for all services,
authorized costs, and authorized extra work covered by that invoice.
7.0 CITY'S RESPONSIBILITY. City shall cooperate with Contractor as may be
reasonably necessary for Contractor to perform its services; and will give any required decisions
as promptly as practicable so as to avoid unreasonable delay in the progress of Contractor's
services.
8.0 COORDINATION OF SERVICES. Contractor agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants, and other
staff at all reasonable times.
9.0 INDEMNITY. Contractor agrees to indemnify City, its officers, elected officials,
employees and agents against, and will hold and save each of them harmless from, any and all
actions, suits, claims, damages to persons or property, losses, costs, penalties, obligations,
errors, omissions or liabilities (herein "claims or liabilities"), including but not limited to
professional negligence, that may be asserted or claimed by any person, firm or entity arising
out of or in connection with the work, operations or activities of Contractor, its agents,
employees, subcontractors, or invitees, provided for herein, or arising from the acts or
omissions of Contractor hereunder, or arising from Contractor's performance of or failure to
perform any term, provision, covenant or condition of this Agreement, except to the extent such
claims or liabilities arise from the gross negligence or willful misconduct of City, its officers,
elected officials, agents or employees.
10.0 INSURANCE. Contractor shall, at its own expense, procure and maintain
policies of insurance of the types and in the amounts set forth below, for the duration of the
Contract, including any extensions thereto. The policies shall state that they afford primary
5 December 2019
coverage.
Automobile Liability with minimum limits of at least $1,000,000 combined single
limit, including owned, hired, and non -owned liability coverage.
Contractor agrees to subrogate automobile liability resulting from performance
under this agreement by agreeing to defend, indemnify and hold harmless, the City, and its
respective employees, agents, and City Council from and against all claims, liabilities, suits,
losses, damages, injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under the performance of
the services.
iii. General Liability with minimum limits of at least $1,000,000 per occurrence and
$2,000,000 aggregate written on an Insurance Services Office (ISO) Comprehensive General
Liability "occurrence" form or its equivalent for coverage on an occurrence basis.
Premises/Operations and Personal Injury coverage is required. The City of Vernon, its
directors, commissioners, officers, employees, agents, and volunteers must be endorsed on the
policy as additional insureds as respects liability arising out of the Contractor's performance of
this Contract.
(1) If Contractor employs other contractors as part of the services rendered,
Contractor's Protective Coverage is required. Contractor may include all
subcontractors as insureds under its own policy or shall furnish separate
insurance for each subcontractor, meeting the requirements set forth
herein.
(2) Contractor agrees to subrogate General Liability resulting from
performance under this agreement by agreeing to defend, indemnify and
hold harmless, the City, and its respective employees, agents, and City
Council from and against all claims, liabilities, suits, losses, damages,
injuries and expenses, including all costs and reasonable attorney's fees
("Claims"), which are attributable to any act or omission by the City under
6 December 2019
the performance of the services.
iv. Professional Errors and Omissions coverage in a sum of at least $1,000,000,
where such risk is applicable. Applicable aggregates must be identified and claims history
provided to determine amounts remaining under the aggregate. Contractor shall maintain such
coverage for at least one (1) year after the termination of this Agreement.
V. Contractor shall comply with the applicable sections of the California Labor Code
concerning workers' compensation for injuries on the job. In addition, Contractor shall require
each subcontractor to similarly maintain workers' compensation insurance in accordance with
the laws for California for all of the subcontractor's employees. Compliance is accomplished in
one of the following manners:
(1) Provide copy of permissive self-insurance certificate approved by the
State of California; or
(2) Secure and maintain in force a policy of workers' compensation insurance
with statutory limits and Employer's Liability Insurance with a minimal limit
of $1,000,000 per accident. The policy shall be endorsed to waive all
rights of subrogation against City, its directors, commissioners, officers,
employees, and volunteers for losses arising from performance of this
Contract; or
(3) Provide a "waiver" form certifying that no employees subject to the Labor
Code's Workers' Compensation provision will be used in performance of
this Contract.
vi. Each insurance policy included in this clause shall be endorsed to state that
coverage shall not be cancelled except after thirty (30) days' prior written notice to City.
vii. Insurance shall be placed with insurers with a Best's rating of no less than A-VIII.
viii. Prior to commencement of performance, Contractor shall furnish City with a
certificate of insurance for each policy. Each certificate is to be signed by a person authorized
by that insurer to bind coverage on its behalf. The certificate(s) must be in a form approved by
7 December 2019
City. City may require complete, certified copies of any or all policies at any time.
ix. Failure to maintain required insurance at all times shall constitute a default and
material breach. In such event, Contractor shall immediately notify City and cease all
performance under this Contract until further directed by the City. In the absence of satisfactory
insurance coverage, City may, at its option: (a) procure insurance with collection rights for
premiums, attorney's fees and costs against Contractor by way of set-off or recoupment from
sums due to Contractor, at City's option; (b) immediately terminate this Contract and seek
damages from the Contract resulting from said breach; or (c) self -insure the risk, with all
damages and costs incurred, by judgment, settlement or otherwise, including attorney's fees
and costs, being collectible from Contractor, by way of set-off or recoupment from any sums due
to Contractor.
11.0 GENERAL TERMS AND CONDITIONS.
11.1 INDEPENDENT CONTRACTOR.
11.1.1 It is understood that in the performance of the services herein
provided for, Contractor shall be, and is, an independent contractor, and is not an agent, officer
or employee of City and shall furnish such services in its own manner and method except as
required by this Contract, or any applicable statute, rule, or regulation. Further, Contractor has
and shall retain the right to exercise full control over the employment, direction, compensation
and discharge of all persons employed by Contractor in the performance of the services
hereunder. City assumes no liability for Contractor's actions and performance, nor assumes
responsibility for taxes, bonds, payments, or other commitments, implied or explicit, by or for
Contractor. Contractor shall be solely responsible for, and shall indemnify, defend and save
City harmless from all matters relating to the payment of its employees, subcontractors and
independent contractors, including compliance with social security, withholding and all other
wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever.
11.1.2 Contractor acknowledges that Contractor and any subcontractors,
g December 2019
agents or employees employed by Contractor shall not, under any circumstances, be
considered employees of the City, and that they shall not be entitled to any of the benefits or
rights afforded employees of City, including, but not limited to, sick leave, vacation leave,
holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term
disability or workers' compensation insurance benefits.
11.2 CONTRACTOR NOT AGENT. Except as the City may authorize
in writing, Contractor and its subcontractors shall have no authority, express or implied, to act
on behalf of or bind the City in any capacity whatsoever as agents or otherwise.
11.3 OWNERSHIP OF WORK. All documents and materials furnished by the
City to Contractor shall remain the property of the City and shall be returned to the City upon
termination of this Agreement. All reports, drawings, plans, specifications, computer tapes,
floppy disks and printouts, studies, memoranda, computation sheets, and other documents
prepared by Contractor in furtherance of the work shall be the sole property of City and shall be
delivered to City whenever requested at no additional cost to the City. Contractor shall keep
such documents and materials on file and available for audit by the City for at least three (3)
years after completion or earlier termination of this Contract. Contractor may make duplicate
copies of such materials and documents for its own files or for such other purposes as may be
authorized in writing by the City.
11.4 CORRECTION OF WORK. Contractor shall promptly correct any
defective, inaccurate or incomplete tasks, deliverables, goods, services and other work, without
additional cost to the City. The performance or acceptance of services furnished by Contractor
shall not relieve the Contractor from the obligation to correct subsequently discovered defects,
inaccuracy, or incompleteness.
11.5 RESPONSIBILITY FOR ERRORS. Contractor shall be responsible for its
work and results under this Agreement. Contractor, when requested, shall furnish clarification
and/or explanation as may be required by the City, regarding any services rendered under this
Agreement at no additional cost to City. In the event that an error or omission attributable to
9 December 2019
Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design
drawings, estimates and other Contractor professional services necessary to rectify and correct
the matter to the sole satisfaction of City and to participate in any meeting required with regard
to the correction.
11.6 WAIVER. The City's waiver of any term, condition, breach, or default of
this Contract shall not be considered to be a waiver of any other term, condition, default or
breach, nor of a subsequent breach of the one waived. The delay or failure of either party at any
time to require performance or compliance by the other of any of its obligations or agreements
shall in no way be deemed a waiver of those rights to require such performance or compliance.
No waiver of any provision of this Agreement shall be effective unless in writing and signed by a
duly authorized representative of the party against whom enforcement of a waiver is sought.
11.7 SUCCESSORS. This Contract shall inure to the benefit of, and shall be
binding upon, the parties hereto and their respective heirs, successors, and/or assigns.
11.8 NO ASSIGNMENT. Contractor shall not assign or transfer this Contract
or any rights hereunder without the prior written consent of the City and approval by the City
Attorney, which may be withheld in the City's sole discretion. Any unauthorized assignment or
transfer shall be null and void and shall constitute a material breach by the Contractor of its
obligations under this Contract. No assignment shall release the original parties from their
obligations or otherwise constitute a novation.
11.9 COMPLIANCE WITH LAWS. Contractor shall comply with all Federal,
State, County and City laws, ordinances, rules and regulations, which are, as amended from
time to time, incorporated herein and applicable to the performance hereof, including but without
limitation, the Vernon Living Wage Ordinance. Violation of any law material to performance of
this Contract shall entitle the City to terminate the Contract and otherwise pursue its remedies.
Further, if the Contractor performs any work knowing it to be contrary to such laws, rules, and
regulations Contractor shall be solely responsible for all costs arising therefrom.
11.10 ATTORNEY'S FEES. If any action at law or in equity is brought to
10 December 2019
enforce or interpret the terms of this Contract, the prevailing party shall be entitled to reasonable
attorney's fees, costs, and necessary disbursements in addition to any other relief to which such
party may be entitled.
11.11 INTERPRETATION.
11.11.1 Applicable Law. This Contract shall be deemed a contract and
shall be governed by and construed in accordance with the laws of the State of California.
Contractor agrees that the State and Federal courts which sit in the State of California shall
have exclusive jurisdiction over all controversies and disputes arising hereunder, and submits to
the jurisdiction thereof.
11.11.2 Entire Agreement. This Contract, including any exhibits
attached hereto, constitutes the entire agreement and understanding between the parties
regarding its subject matter and supersedes all prior or contemporaneous negotiations,
representations, understandings, correspondence, documentation, and agreements (written or
oral).
11.11.3 Written Amendment. This Contract may only be changed by
written amendment signed by Contractor and the City Administrator or other authorized
representative of the City, subject to any requisite authorization by the City Council. Any oral
representations or modifications concerning this Contract shall be of no force or effect.
11.11.4 Severability. If any provision in this Contract is held by any
court of competent jurisdiction to be invalid, illegal, void, or unenforceable, such portion shall be
deemed severed from this Contract, and the remaining provisions shall nevertheless continue in
full force and effect as fully as though such invalid, illegal, or unenforceable portion had never
been part of this Contract.
11.11.5 Order of Precedence. In case of conflict between the terms of
this Contract and the terms contained in any document attached as an Exhibit or otherwise
incorporated by reference, the terms of this Contract shall strictly prevail. The terms of the City's
Request for Proposals shall control over the Contractor's Proposal.
11 December 2019
11.11.6 Duplicate Originals. There shall be two (2) fully signed copies
of this Contract, each of which shall be deemed an original.
11.11.7 Construction. In the event an ambiguity or question of intent
or interpretation arises with respect to this Agreement, this Agreement shall be construed as if
drafted jointly by the parties and in accordance with its fair meaning. There shall be no
presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of
any of the provisions of this Agreement.
11.12 TIME OF ESSENCE. Time is strictly of the essence of this contract and
each and every covenant, term, and provision hereof.
11.13 AUTHORITY OF CONTRACTOR. The Contractor hereby represents
and warrants to the City that the Contractor has the right, power, legal capacity, and authority to
enter into and perform its obligations under this Contract, and its execution of this Contract has
been duly authorized.
11.14 ARBITRATION OF DISPUTES. Any dispute for under $25,000
arising out of or relating to the negotiation, construction, performance, non-performance,
breach, or any other aspect of this Contract, shall be settled by binding arbitration in accordance
with the Commercial Rules of the American Arbitration Association at Los Angeles, California
and judgment upon the award rendered by the Arbitrators may be entered in any court having
jurisdiction thereof. The City does not waive its right to object to the timeliness or sufficiency of
any claim filed or required to be filed against the City and reserves the right to conduct full
discovery.
11.15 NOTICES. Any notice or demand to be given by one party to the other
must be given in writing and by personal delivery or prepaid first-class, registered or certified
mail, addressed as follows. Notice simply to the City of Vernon or any other City department is
not adequate notice.
If to the City:
City of Vernon
Attention: Abraham Alemu
4305 Santa Fe Avenue
12 December 2019
Vernon, CA 90058
If to the Contractor:
Any such notice shall be deemed to have been given upon delivery, if personally
delivered, or, if mailed, upon receipt, or upon expiration of three (3) business days from the date
of posting, whichever is earlier. Either party may change the address at which it desires to
receive notice upon giving written notice of such request to the other party.
11.16 NO THIRD PARTY RIGHTS. This Agreement is entered into for the sole
benefit of City and Contractor and no other parties are intended to be direct or incidental
beneficiaries of this Agreement and no third party shall have any right or remedy in, under, or to
this Agreement.
11.17 TERMINATION FOR CONVENIENCE (Without Cause). City may
terminate this Contract in whole or in part at any time, for any cause or without cause, upon
fifteen (15) calendar days' written notice to Contractor. If the Contract is thus terminated by City
for reasons other than Contractor's failure to perform its obligations, City shall pay Contractor a
prorated amount based on the services satisfactorily completed and accepted prior to the
effective date of termination. Such payment shall be Contractor's exclusive remedy for
termination without cause.
11.18 DEFAULT. In the event either party materially defaults in its obligations
hereunder, the other party may declare a default and terminate this Contract by written notice to
the defaulting party. The notice shall specify the basis for the default. The Contract shall
terminate unless such default is cured before the effective date of termination stated in such
notice, which date shall be no sooner than ten (10) days after the date of the notice. In case of
default by Contractor, the City reserves the right to procure the goods or services from other
sources and to hold the Contractor responsible for any excess costs occasioned to the City
thereby. Contractor shall not be held accountable for additional costs incurred due to delay or
13 December 2019
default as a result of Force Majeure. Contractor must notify the City immediately upon knowing
that non-performance or delay will apply to this Contract as a result of Force Majeure. At that
time Contractor is to submit in writing a Recovery Plan for this Contract. If the Recovery Plan is
not acceptable to the City or not received within 10 days of the necessary notification of Force
Majeure default, then the city may cancel this order in its entirety at no cost to the City, owing
only for goods and services completed to that point.
11.19 TERMINATION FOR CAUSE. Termination for cause shall relieve the
terminating party of further liability or responsibility under this Contract, including the payment of
money, except for payment for services satisfactorily and timely performed prior to the service of
the notice of termination, and except for reimbursement of (1) any payments made by the City
for service not subsequently performed in a timely and satisfactory manner, and (2) costs
incurred by the City in obtaining substitute performance. If this Agreement is terminated as
provided herein, City may require, at no additional cost to City, that Contractor provide all
finished or unfinished documents, data, and other information of any kind prepared by
Contractor in connection with the performance of Services under this Agreement. Contractor
shall be required to provide such document and other information within fifteen (15) days of the
request.
11.19.1 Additional Services. In the event this Agreement is terminated in
whole or in part as provided herein, City may procure, upon such terms and in such manner as
it may determine appropriate, services similar to those terminated.
11.20 MAINTENANCE AND INSPECTION OF RECORDS.
The City, or its authorized auditors or representatives, shall have access
to and the right to audit and reproduce any of the Contractor's records to the extent the City
deems necessary to insure it is receiving all money to which it is entitled under the Contract
and/or is paying only the amounts to which Contractor is properly entitled under the Contract or
for other purposes relating to the Contract.
14 December 2019
The Contractor shall maintain and preserve all such records for a period
of at least three (3) years after termination of the Contract.
The Contractor shall maintain all such records in the City of Vernon. If
not, the Contractor shall, upon request, promptly deliver the records to the City of Vernon or
reimburse the City for all reasonable and extra costs incurred in conducting the audit at a
location other than the City of Vernon, including, but not limited to, such additional (out of the
City) expenses for personnel, salaries, private auditors, travel, lodging, meals, and overhead.
11.21 CONFLICT. Contractor hereby represents, warrants, and certifies that no
member, officer, or employee of the Contractor is a director, officer, or employee of the City of
Vernon, or a member of any of its boards, commissions, or committees, except to the extent
permitted by law.
11.22 HEADINGS. Paragraphs and subparagraph headings contained in this
Agreement are included solely for convenience and are not intended to modify, explain or to be
a full or accurate description of the content thereof and shall not in any way affect the meaning
or interpretation of this Agreement.
11.23 ENFORCEMENT OF WAGE AND HOUR LAWS. Eight hours labor
constitutes a legal day's work. The Contractor, or subcontractor, if any, shall forfeit twenty-five
dollars ($25) for each worker employed in the execution of this Agreement by the respective
Contractor or subcontractor for each calendar day during which the worker is required or
permitted to work more than 8 hours in any one calendar day and 40 hours in any one calendar
week in violation of the provisions of Sections 1810 through 1815 of the California Labor Code
as a penalty paid to the City; provided, however, work performed by employees of contractors in
excess of 8 hours per day, and 40 hours during any one week, shall be permitted upon
compensation for all hours worked in excess of 8 hours per day at not less than 1'/2 times the
basic rate of pay.
15 December 2019
11.24 LIVING WAGES. Contractor, and any Subcontractor(s), shall comply with
the City's Living Wage Ordinance. The current Living Wage Standards are set forth in Exhibit
"D". Upon the City's request, certified payroll records shall promptly be provided to the City.
11.25 EQUAL EMPLOYMENT OPPORTUNITY PRACTICES. Contractor
certifies and represents that, during the performance of this Contract, it and any other parties
with whom it may subcontract shall adhere to equal employment opportunity practices to assure
that applicants, employees and recipients of service are treated equally and are not
discriminated against because of their race, religion, color, national origin, ancestry, disability,
sex, age, medical condition, sexual orientation or marital status. Contractor further certifies that
it will not maintain any segregated facilities. Contractor further agrees to comply with The Equal
Employment Opportunity Practices provisions as set forth in Exhibit "E".
[Signatures Begin on Next Page].
16 December 2019
IN WITNESS WHEREOF, the Parties have signed this Agreement as of the
Commencement Date stated on the cover page.
City of Vernon, a California charter City
and California municipal corporation
la
[Insert Name and Title]
ATTEST:
Lisa Pope, City Clerk
APPROVED AS TO FORM:
Arnold M. Alvarez-Glasman, Interim City
Attorney
[CONTRACTOR'S NAME, a [State
incorporated in] corporation
By:
Name:
Title:
By:
Name:
Title:
17
December 2019
EXHIBIT A
REQUEST FOR PROPOSALS
18 December 2019
EXHIBIT B
PROPOSAL
19 December 2019
EXHIBIT C
SCHEDULE
20 December 2019
EXHIBIT D
LIVING WAGE PROVISIONS
Minimum Living Wages:
A requirement that Employers pay qualifying employees a wage of no less than $10.30 per hour
with health benefits, or $11.55 per hour without health benefits.
Paid and Unpaid Days Off:
Employers provide qualifying employees at least twelve compensated days off per year for sick
leave, vacation, or personal necessity, and an additional ten days a year of uncompensated
time for sick leave.
No Retaliation:
A prohibition on employer retaliation against employees complaining to the City with regard to
the employer's compliance with the living wage ordinance. Employees may bring an action in
Superior Court against an employer for back pay, treble damages for willful violations, and
attorney's fees, or to compel City officials to terminate the service contract of violating
employers.
21 December 2019
EXHIBIT E
EQUAL EMPLOYMENT OPPORTUNITY
PRACTICES PROVISIONS
A. Contractor certifies and represents that, during the performance of this Agreement, the
contractor and each subcontractor shall adhere to equal opportunity employment practices
to assure that applicants and employees are treated equally and are not discriminated
against because of their race, religious creed, color, national origin, ancestry, handicap,
sex, or age. Contractor further certifies that it will not maintain any segregated facilities.
B. Contractor agrees that it shall, in all solicitations or advertisements for applicants for
employment placed by or on behalf of Contractor, state that it is an "Equal Opportunity
Employer" or that all qualified applicants will receive consideration for employment without
regard to their race, religious creed, color, national origin, ancestry, handicap, sex or age.
C. Contractor agrees that it shall, if requested to do so by the City, certify that it has not, in the
performance of this Agreement, discriminated against applicants or employees because of
their membership in a protected class.
D. Contractor agrees to provide the City with access to, and, if requested to do so by City,
through its awarding authority, provide copies of all of its records pertaining or relating to its
employment practices, except to the extent such records or portions of such records are
confidential or privileged under state or federal law.
E. Nothing contained in this Agreement shall be construed in any manner as to require or
permit any act which is prohibited by law.
22 December 2019
EXHIBIT B
PROPOSAL
19 December 2019
.;acobs
May 19, 2020
Ms. Lisa Umeda, Utilities Compliance Administrator
Vernon Public Utilities
4305 Santa Fe Avenue
Vernon, CA 90058
RE: Proposal for Environmental Compliance Services
Dear Ms. Umeda and Members of the Selection Committee:
1737 N. 1 st Street, Suite 300
San Jose, CA 95112-4524
TeL 669.800.1012
www.jacobs.com
Providing support to the City of Vernon Public Utilities Department (VPU) requires a firm
with local knowledge, environmental compliance and permitting expertise, and the
ability to work closely with VPU to deliver ongoing compliance with environmental
regulations. Jacobs Engineering Group Inc. (Jacobs), which acquired CH2M Hill in 2017,
has served VPU since 2005 and is pleased to submit this proposal to provide
Environmental Compliance Services, as noted in Section 6.13 of VPU's Request for
Proposals. The proposer details are as follows:
Business Entity: Jacobs Engineering Group Inc.
1737 N. 1 st Street, Suite 300
San Jose, CA 95112-4524
Contact Person: Andrea White
402 West Broadway Suite 1450
San Diego, CA 92101
TeL 619.272.7216; Andrea.White@jacobs.com
Subcontractors: None
This proposal shall remain valid for a period of not less than ninety (90) days from the
date of submittal. The signer authorized to contractually bind Jacobs for this proposal is
Josh Lawson, who can be reached at 678.313.9397 or Josh. Lawson(cb*acobs.com.
Sincerely,
Jacobs Engineering Group Inc.
Josh Laws
Andrea White, P.E.
Manager of Projects Project Manager
Proposal Overview
The City of Vernon Public Utilities Department (VPU) is seeking a consultant to provide
environmental compliance services. In response to the VPU's Request for Proposals
(RFP) for environmental compliance services, Jacobs Engineering Group Inc. (Jacobs) is
pleased to submit this proposal to support VPU in meeting its regulatory needs.
In accordance with the RFP instructions, this proposal provides a description of our
understanding of this assignment, significant steps, methods and procedures to be
employed to verify that quality deliverables can be delivered within the required time
frames and proposed budget. This proposal includes a general scope of work, a detailed
work plan for each of the requested tasks, and a demonstration of our ability to perform
the work through a description of our qualifications as a company and as individual
members of the proposed project team. The members proposed for this scope of work
have the required professional licenses and certifications customary and necessary to
conduct work in the areas proposed and all key members have well over five -years of
experience conducting work in the area of environmental compliance. In addition, this
proposal includes the following attachments:
Attachment A — Affidavit of Non -Collusion by Contractor
Attachment B — Organization Chart
Attachment C — Resumes of Key Personnel
Attachment D — Proposed Schedule for Delivery of Scope of Work
Attachment E — VPU Compliance Calendar
Jacobs is ready and able to support VPU in meeting its environmental compliance
requirements, as described throughout this proposal. As requested in the RFP, Jacobs
has provided a completed Affidavit of Non -Collusion in Attachment A. In addition, as
requested by the RFP, the Fees and Costs and Proposed Revisions to the Contract Terms
and Conditions have been included in a separate email submittal.
Project Understanding
VPU is seeking assistance with maintaining the integrity of its environmental compliance
program through the timely preparation of various environmental compliance
documents related to air quality, potable and recycled water, industrial wastewater,
hazardous materials, and greenhouse gas (GHG) reporting. Jacobs helped establish
VPU's program in 2011 through coordination with VPU and has been supporting the
maintenance of the program since then. As such, Jacobs is familiar with VPU's operations
and compliance obligations, has excellent working relationships with VPU staff, and is
well equipped to prepare the necessary reports efficiently and on time in order to meet
regulatory deadlines. In addition, the proposed core delivery team is the same as the one
delivering under the current contract, which has a proven record of delivery success.
Methods for Delivery
Jacobs proposes to have this contract managed by Elyse Engel, an air quality, GHG, and
environmental compliance specialist who has supported and managed VPU's
environmental compliance efforts since 2011. Elizabeth Schwing serves as the
compliance lead and is also an air quality and general compliance specialist who has
supported VPU's environmental compliance efforts since 2011. Andrea White provides
support as a senior consultant for the overall quality of deliverables as well as the senior
air quality technical consultant. She has supported VPU's environmental efforts since
2015 and has provided environmental compliance support to various clients in southern
California since 2005. This leadership team will work closely together with other subject
matter experts, when needed, to meet project milestones and budget, while confirming
high -quality deliverables through implementing a rigorous internal review process. The
leadership team also has the support of Jacobs' vast technical resources, including
personnel who have supported previous environmental compliance work for VPU and
other projects in southern California. Attachment B includes an organizational chart
showing our proposed key team members while their technical resumes are included in
Attachment C.
The proposed Jacobs project team has extensive historical knowledge of VPU and its
operations based on the broad compliance support provided over the past 9 years. As a
result of a long history serving VPU, our team is very familiar with VPU's compliance
needs and has the ability to work effectively and efficiently when producing reports and
completing other tasks for VPU. Core team members perform cross -training through
peer review, enabling a range of individuals to take on various reporting tasks and meet
deadlines in a timely fashion. Alongside this, our subject matter experts provide high-
level review of all deliverables and are available for consultation, as needed, during the
report preparation process.
Environmental Compliance Services
As part of our commitment to providing environmental compliance services to VPU,
Jacobs works to continuously track regulatory updates to identify potential compliance
implications associated with frequently changing federal and state environmental
regulations. With the combination of continuous regulatory tracking, review by
experienced and knowledgeable compliance staff, and close communication with VPU,
Jacobs has consistently delivered plans, resources, and solutions, empowering VPU to
make informed decision on operations.
Compliance documents prepared under this contract, related to air quality, potable and
recycled water, industrial wastewater, hazardous materials, and GHG reporting, will be
submitted to various agencies. As part of this task, Jacobs organizes data collection,
performs quality control checks, prepares draft and final documents for VPU review, and
supervises the submittal of each compliance document to the appropriate agency by the
required deadline. As necessary, Jacobs also coordinates activities with third -party
contractors. To confirm that quality deliverables are completed on time and within the
allotted budget, Jacobs proposes to deliver this work by implementing the following
three strategies for all tasks included:
1) Using standard work approaches, as outlined in project instructions, such as the
Instructions for the 2017-2020 Environmental Support Services Project which are
currently used for the delivery of environmental compliance services to VPU.
2) Updating and distributing a Compliance Calendar that identifies key milestones well
in advance of regulatory deadlines.
3) Proposing a team that understands the site and where potential challenges may arise
based on past experience.
Jacobs has used this combination of tools and personnel to provide the successful
delivery of environmental compliance services to VPU for the past 9 years. Jacobs would
update the previously prepared Instructions for the 2017-2020 Environmental Support
Services Project to reflect the current scope and reporting requirements and then deliver
the tasks in accordance with this common guidance. Jacobs developed and updated
these instructions for VPU starting in 2014 and has successfully used them to manage
the completion of each compliance task. This level of organization provides clear
accountability and provides VPU with a transparent and complete tracking of each
compliance task from start to finish.
Environmental Compliance Services Schedule
Attachment D provides a detailed schedule that lists the deadline for each report
identified in this proposal. This schedule was initially prepared in 2011 and most
recently revised in 2017 by Jacobs, in cooperation with VPU staff. Jacobs will work
closely with VPU staff to keep this schedule updated with regards to ongoing compliance
obligations and to determine that compliance reports are submitted by the deadlines,
following the work flow suggested in Attachment E — VPU Compliance Calendar. Note
that the schedule for potable and recycled water reporting will be developed on an as -
needed basis, as directed by VPU's Water Division.
A. Air Quality
The air quality reports identified would be delivered by the same team that has worked
with VPU to deliver air quality compliance work for the past 9 years. We propose for our
air quality senior consultant Andrea White, who is well engaged with the South Coast Air
Quality Management District (SCAQMD), California Air Resources Board (ARB), and
United States Environmental Protection Agency (EPA), to work closely with our
compliance lead Elizabeth Schwing to initially and periodically review and update
compliance obligations outlined in the VPU Compliance Calendar. In our experience, this
has prevented report delays, since the appropriate adjustments from the everchanging
regulatory requirements can be made in the reports and approvals well in advance of the
regulatory deadlines.
As in previous years, our integrated team would leverage our knowledge of the site,
sources, and internal reporting programs to facilitate the ongoing air quality reporting
requirements and provide regular updates to VPU regarding potential changes to the air
quality program. We propose to effectively communicate and manage this through using
the existing VPU Compliance Calendar, which would be updated for the 2020-2023
reporting year. Elizabeth, as the compliance lead, while working closely with Andrea (the
air quality senior consultant) and junior resources, would efficiently request, review, and
integrate the relevant data into reports, as indicated in the VPU Compliance Calendar.
B. Potable and Recycled Water
Compliance activities will be led by Elyse Engel with support from senior water
consultant, Bruce Manning. Bruce has worked with Elyse for the past 3 years to support
VPU's industrial water program and has over 40-years of water quality consulting
experience. While no reports are specifically identified in this task, we have based the
delivery approach using our past experience in supporting VPU to help meet the existing
regulations. To effectively deliver on -call tasks under this scope, the Jacobs team would
leverage our knowledge of the site and partner this with our integrated team of technical
experts.
C. Industrial Wastewater
Jacobs proposes to complete the Wastewater Surcharge Exemption Report using the
same team that has supported VPU in the past. Our team understands the challenges
that VPU faces in meeting the exemption limits and has the technical expertise to help
develop a strategy for compliance, either through preparing an exemption report or
through submitting a surcharge statement. To complete this task, Jacobs proposes to
use our experienced team of technologists to help VPU identify and implement a
proactive and effective approach to wastewater compliance.
D. Hazardous Materials
Elyse Engel will lead preparation of these documents with senior support from
hazardous materials senior consultant Jerry Salamy, who has supported the preparation
of these documents for the past 9 years. Documents would be prepared in accordance
with the VPU Compliance Calendar and updated Project Instructions to confirm quality
and efficient delivery of these reports.
E. Greenhouse Gas
Jacobs proposes to leverage our experience and knowledge of VPU's operations and
reporting programs to efficiently and effectively complete the GHG reporting
requirements on time and within budget. As in previous years, Elizabeth will lead this
effort, supported by Elyse and Jacobs' junior resources. GHG senior consultant Stephanie
McMackin will provide subject matter expertise and senior review of deliverables.
Introduction
The City of Vernon (City) is comprised of several departments, each responsible for
different aspects of the City's operation. Each operation is governed by several
permitting agencies. The City has an air permit issued by the SCAQMD, an industrial
wastewater permit administered by the County Sanitation Districts of Los Angeles
County (Sanitation Districts), and permits issued by the Los Angeles Regional Water
Quality Control Board (LARWQCB). VPU is responsible for these permits as they regulate
industrial activities occurring at the gas turbine peaking plant. Other agencies which
interact with VPU on environmental issues include, but are not limited to, the California
Energy Commission (CEC), ARB, the EPA, The Climate Registry (TCR), and the United
States Energy Information Administration (EIA).
The compliance documents Jacobs has included in this Work Plan are listed in Section 4
of the RFP, unless otherwise specified.
A. Air Quality Environmental Compliance
Jacobs' understanding of VPU's current and future permitting strategies, along with our
continued local involvement in the SCAQMD rule making process and Regional Clean Air
Incentives Market (RECLAIM) transition, enables our team to effectively and efficiently
meet current compliance requirements and to work with VPU to adjust the reporting and
compliance program based on regulatory changes. Jacobs team members also leverage
their experience in preparing Title V Permit Renewal and Modification applications to
assist VPU with applicable permit revisions and reporting requirements.
A.1 Reporting
Jacobs proposes to provide the following specific reporting compliance documents
using the schedule, current reporting templates, and identified key players work flow in
Attachments D and E, respectively:
• Nitrogen Oxides (NOx) RECLAIM Quarterly Certification of Emissions Report(s)
(QC ER)
• Title V Semi -Annual Compliance Monitoring Report(s) (SAM)
• Annual Criteria Pollutant and Toxic Air Contaminant Emissions Report; the same as
the Annual Emissions Report (AER)
• NOx RECLAIM Annual Permit Emissions Program (APEP) Report
• Title V Annual Compliance Monitoring Report (ACC); submitted to SCAQMD and EPA
• Title V Annual Compliance Certification Report; submitted to SCAQMD and EPA
• Malburg Generating Station Five -Year Compliance Report (HAZ-6); submitted to the
CEC every five years with the next report due in October 2020
• Malburg Generating Station Five -Year Compliance Report (HAZ-7); submitted to the
CEC every five years with the next report due in October 2020
• Title V Permit Renewal Application coordination support, as needed, in response to
SCAQMD review of the submitted application
A.2 Inspections
In the event of a future inspection, Jacobs proposes to develop an Inspector Response
Matrix following the approach Jacobs took in 2019 to respond to a SCAQMD inspection
at VPU. The Inspector Response Matrix would clearly identify the inspector's comment,
provide an explanation as to how VPU is demonstrating compliance with the inspector's
concern, and include a copy of or a reference to the associated documentation necessary
to demonstrate compliance. This would be prepared if there were comments from the
inspector that needed to be addressed by VPU.
To further assist VPU with identifying and tracking compliance documentation, Jacobs
developed a compliance matrix while preparing VPU's 2020 Title V Renewal Permit
Application (submitted to the SCAQMD on April 27, 2020). The compliance matrix
outlines VPU's permit conditions, current compliance obligations, actions that VPU is
taking to verify compliance, and additional information related to VPU's Title V Permit.
This matrix would be used both to quickly identify compliance documents required by
inspectors as well as to support an efficient review of the Title V renewal permit response
from the SCAQMD as a part of task Al.
A.3 RECLAIM Transition
As part of this contract, Jacobs would continue to attend regulatory -working groups and
public meetings associated with the RECLAIM transition, as needed, to determine
potential impacts to VPU's compliance program. The SCAQMD, the lead air district
agency in the area that encompasses VPU, is currently transitioning from a market -
based pollutant reduction approach to a command -and -control regulatory structure
using new 'Landing rules.' Jacobs proposes to continue to help VPU track this transition
and analyze impacts on VPU's reporting and operations as part of this task.
During the next three years, it is anticipated that the new SCAQMD landing rules will
require a modification to the existing permit to allow the gas turbines to remain in
compliance with the local rules. Jacobs proposes in this scope of work to include both a
review of the re -issued renewal as a part of Task A.1, expected within the first year of the
contract, as well as one permit modification to incorporate the SCAQMD landing rules in
future years.
While not included in this scope of work, Jacobs has staff well -versed in other air quality
regulatory changes that may affect VPU, such as Assembly Bill (AB) 617 that effects
several air toxic rules, including the statees air toxics emissions reporting program under
AB 2588. If requested, Jacobs has staff that can support additional on -call air quality
compliance tasks.
B. PotabLe and Recycled Water Environmental Compliance
As indicated in the RFP, VPU's Water Division operates a water distribution system that
provides drinking water and recycled water for the City. VPU produces potable
groundwater from eight active wells and purchases potable and recycled water from the
Central Basin Municipal Water District (CBMWD). VPU performs sampling of potable
water, as required by the State Water Resources Control Board (SWRCB), and compiles
all potable water quality data to produce the Annual Water Quality Report (Consumer
Confidence Report), as mandated by EPA for public health. VPU must comply with all
state and federal drinking water and recycled water regulatory standards, as outlined in
state and federal statues and codes and as reported to the SWRCB.
VPU is also required to comply with state and federal municipal separate storm sewer
system (MS4) regulatory mandates for potable water discharges into local bodies of
water, mainly the Los Angeles river.
Subject to Water Division authorization, Jacobs proposes to provide review and support
services for state and federal regulatory compliance pertaining to drinking water
requirements, regulatory compliance for the use of recycled water, and the discharges of
potable water allowed by the MS4 permit requirements on an as needed basis as
discussed in the Fees and Cost component of this Proposal.
As requested on a task by task basis, Jacobs can also update the existing guidelines
applicable to VPU's potable water system to confirm compliance with state and federal
drinking water regulations for the system's operation and maintenance. These guidelines
would address mandatory sampling, monitoring, and reporting requirements.
Jacobs also has extensive experience preparing Consumer Confidence Reports. If VPU
requests these services, our team has the experience needed to provide timely data
collection and review, report preparation and/or review, and efficient coordination with
water providers. If requested, Jacobs can also provide VPU with guidance documents
containing the information necessary to meet existing regulations for the operation of
the recycled water system.
The Jacobs team also has experience providing review of VPU's existing Municipal
Separate Storm Sewer System (MS4) Permit and, if requested, has the experience
required to prepare an amendment to be consistent with the National Pollutant
Discharge Elimination System (NPDES) requirements, under which the system currently
operates.
Although not specifically listed in the RFP, it is our understanding, based on previous
experience, that VPU is also required to perform annual validated water loss audits as an
urban retail water supplier. Water loss audits evaluate the potable water distribution
system to identify real water losses, such as leaks, and apparent water losses, such as
data errors, unbilled usage, or water theft. Estimating the quantity of water lost and
associated cost allows retail suppliers to identify opportunities to reduce water and
revenue loss. Jacobs has assisted VPU with the annual preparation of the Water Loss
Audit according to California Department of Water Resources (DWR) regulations since
2017. Water Loss Audits are required to be validated by a certified California Water Audit
Validator and submitted to DWR by October 1 St of each year.
Since 2018, Jacobs has also assisted VPU with validating Water Loss Audits through a
separate Jacobs Water Loss Audit Validation team. Validation team members have
extensive experience preparing and validating Water Loss Audits, and the Lead Validator
holds a current California Water Audit Validator certification from the CA -NV Section of
the American Water Works Association.
The use of separate Jacobs teams to complete both pieces of the Water Loss Audit
reduces the amount of coordination required by VPU and allows efficient resolution of
any questions to meet the submittal deadline. As a part of the on -call support as
discussed in the Fees and Cost component of this proposal, Jacobs can complete a
Water Loss Audit preparation and validation upon authorization by the VPU Water
Division.
C. Industrial Wastewater Environmental Compliance
As an industrial facility discharging wastewater to the public sewer system, VPU is
subject to the County Sanitation Districts of Los Angeles County (Sanitation Districts)
Wastewater Treatment Surcharge Program. The Sanitation Districts charge an annual fee
to facilities discharging more than one million gallons of wastewater to the public sewer
per year and require those facilities to file annual Wastewater Treatment Surcharge
Statements by August 15t". Facilities that discharge less than one million gallons of
wastewater per year are exempt from filing requirements. Historically, VPU has qualified
for the exemption most years, but has also exceeded the discharge threshold, requiring
the submittal of a Short Form Exemption Statement (to be filed by companies
discharging between one and six million gallons of wastewater per year).
For the past 8 years, Jacobs has assisted VPU with preparing either the Wastewater
Treatment Surcharge Exemption Statement (kept onsite for documentation) or the Short
Form Exemption Report (filed with the Sanitation Districts). Jacobs proposes to continue
to leverage past experience to assist VPU with the preparation of the appropriate
Wastewater Treatment Surcharge documents based on Station "A" wastewater discharge
volumes, following the VPU approval process identified in Attachment E.
D. Hazardous Materials Environmental Compliance
Jacobs proposes to prepare the Malburg Generating Station Annual Compliance Report
(CUL-8) for submittal to the CEC, using data provided by VPU and in accordance with the
Compliance Calendar and work flow in Attachments D and E.
Condition of Certification Number CUL-8 requires VPU to maintain the Station "A"
building as an Historic Property in accordance with the Secretary of the Interior's
Standards for the Treatment of Historic Properties, which include standards for
preservation, rehabilitation, restoration, and reconstruction, as codified in Title 36 of the
Code of Federal Regulations (CFR), Part 68 (199S). Each of the standards can be applied
to a historic property to assist the long-term preservation of a property's significance
through the retention of historic materials and features.
As needed, Jacobs engages cultural resources experts to validate that the Malburg
Generating Station Annual Compliance Report appropriately characterizes actions taken
by VPU to maintain the Station "A" building as a Historic Property in accordance with the
Secretary of the Interior's Standards. While not specifically requested in the RFP for a
nominal effort included in this proposal as discussed in the Fees and Cost Proposal,
Jacobs' cultural resources experts are available to consult with VPU upon request to
confirm that any proposed changes affecting the Station "A" building would meet the
Standards.
While not specifically requested in the RFP or included in our proposal, typically
hazardous materials business plans for facilities that store and handle hazardous
materials have been required to be submitted to the City of Vernon Health Department.
If such a business plan is needed, Jacobs can also provide this type of support based on
our previous experience with the four facilities that historically handled these materials.
This effort is not included in this scope of work and any support required beyond the
CUL-8 report would need to be authorized by VPU staff prior to commencement.
E. Greenhouse Gas Environmental Compliance
EA Reporting
Jacobs proposes to use our past knowledge of VPU's GHG reporting programs and our
globally recognized GHG experts to complete the GHG reports. The following reports are
included in this proposal:
Registration of Specified Electricity Import and Export Sources; submitted to the ARB
in support of VPU's Electricity Distribution System GHG Emissions Inventory
GHG Emissions Inventories for VPU's Natural Gas Distribution System; submitted
annually to the EPA and ARB
• GHG Emissions Inventory for VPU's Electricity Distribution System; submitted
annually to the ARB
• GHG Emissions Inventory for VPU's Gas Insulated Switchgear; submitted annually to
the ARB
• GHG Emissions Inventory for City -owned facilities, including vehicles and off -road
equipment; used for internal purposes.
• GHG Inventory Management Plan; updated annually for internal records
• Verification Statements for the Natural Gas Distribution System and Electricity
Distribution System GHG Emissions Inventories; submitted annually to the ARB.
Verification is not required for the Gas Insulated Switchgear GHG Emissions
Inventory
The reports and inventories required by the EPA and ARB will be prepared using the
most recent regulatory guidelines. For efficiency, draft and final reports will be prepared
using templates previously developed for VPU and the regulatory required online
reporting platforms will be updated by Jacobs staff familiar with the reporting tools.
The internal GHG inventory for City -owned facilities will be prepared in accordance with
The Climate Registry (TCR) Protocol when possible. Based on our experience with the
City's operations and data collection, a reasonable effort will be made to get up-to-date
and accurate data for the current year of operations. However, in some cases
engineering judgment and estimations may be required to complete a representative
emissions inventory for the City. Jacobs will leverage our existing knowledge of site
operations and extensive GHG reporting programs to help bridge potential gaps in data
collection to prepare representative and timely GHG inventories for internal purposes.
Note that VPU's preparation of the internal GHG Emissions Inventory is voluntarily,
whereas submissions to the ARB and the EPA are required by state and federal
regulations, respectively. Jacobs proposes to assist with the verification process, required
for the ARB GHG Emissions Inventories, by coordinating with the third -party consultant
after the consultant has been contracted by VPU. It is assumed that contracting of the
third -party consultant will be handled and completed by VPU at least three months prior
to the verification start date. Jacobs will notify VPU when the contracting process should
be initiated, but VPU is ultimately responsible for contracting the consultant within the
required timeframe.
E.2 Inspection and Audits
Jacobs will provide ongoing support in response to requests from audits or inspectors.
Jacobs proposes to use the detailed documentation and record keeping practices
subsequently identified to quickly and efficiently respond to additional requests for
information or documentation. Jacobs will also leverage our extensive local knowledge
about state GHG reporting programs and regulations as well as our depth of experience
in the federal reporting programs and regulations to help identify potential upcoming
changes that may affect VPU's compliance programs and/or operations. Tasks for this
effort would be authorized by VPU staff prior to commencement and included in the on -
call task as discussed in the Fees and Cost component of this proposal..
Critical Success Factors
Under the scope of work, Jacobs proposes to meet VPU's compliance obligations by
maintaining an efficient, inclusive compliance reporting program based on VPU's
established program. This includes preparing reports that comply with regulatory
requirements, responding to regulatory agency inquiries in the required time frame, and
submitting compliance reports to the appropriate regulatory agency prior to
regulatory deadlines.
In support of meeting the proposed scope, Jacobs will use the following strategies:
Schedule
Jacobs understands that it is critically important to meet schedule deadlines as they are
often tied to regulatory reporting deadlines. To facilitate this, Jacobs proposes to use the
Proposed Schedule for Delivery of Scope of Work and VPU Compliance Calendar in
Attachments D and E to prepare reports in advance of the reporting deadline to allow for
proper review and certification by VPU. We have found that by using these tools and
approach, this helps mitigate the risk for impacts to the delivery schedule.
Communications
Jacobs will strive to engage the relevant stakeholders on this project through the use of
clear communications and reporting. Organized communication during the course of this
project is imperative to meet schedule deadlines while proactive communication with
VPU confirms that each City department is aware of the others' responsibilities and how
there may be overlap requiring department cooperation. To this effect, Jacobs has an
established team, from our project manager, senior technical consultants, and
compliance lead, to the junior resources, whom have all worked together for many years.
This enables VPU to quickly communicate needs and concerns to our team and know
that the issues will be quickly communicated to the relevant team members.
Records Management
As described above, to drive fully engagement from stakeholders, historically VPU has
established a shared server folder that Jacobs can access to transfer and store electronic
data files belonging to VPU. Jacobs proposes to keep a copy of draft and final reports on
this shared server folder, along with the supporting data used to prepare the reports. The
reports will detail assumptions, data sources, and calculation methodologies, as
applicable. Such clear documentation will facilitate data collection and report re-
creation in future years should new personnel join the team. Jacobs proposes to update
this shared server folder on at least a monthly basis.
Quality Management
To provide high quality deliverables, Jacobs proposes to implement a Quality
Management Plan. The Quality Management Plan describes the steps Jacobs will follow
to provide quality assurance of deliverables prior to VPU receipt. A brief description of
these steps is provided below.
Since data will be collected onsite by VPU personnel, Jacobs will, to the extent
reasonable, assume that data provided has already been quality assured. However, as
the appropriate Jacobs team member compiles the received data, they will also review it
for inconsistencies with historical data and outliers. They will then prepare the required
analysis and report. A Jacobs peer and Jacobs senior technical consultant will perform a
detailed review of draft reports for consistency with prior years' reporting and regulatory
requirements prior to delivery to VPU.
Change Management
Jacobs' ability to successfully manage change will determine whether the allocated
budget is met. If VPU asks Jacobs for assistance in a matter beyond the specified scope
of work, a change in the scope of work, budget, and deliverables schedule may be
necessary. The Jacobs team will track these requests and, as appropriate, discuss any
change with VPU prior to commencing the proposed change. It is Jacobs' understanding
that any and all changes that may affect the budget would, after confirmation with the
VPU Utilities Compliance Administrator, be submitted to the General Manager of VPU
detailing the reason additional funding is required and the quantity of additional funding
requested. Work not included in this current scope would not begin without full
authorization from VPU.
Jacobs' goal in forming our team is to efficiently provide environmental support services
to VPU. Our team is familiar with successfully delivering similar projects to clients, both
from the technical and regulatory perspectives. In addition, our team has extensive local
experience, not only with VPU and numerous utility clients, but with key regulatory
agencies, such as SCAQMD, EPA, ARB, Sanitation Districts, and LARWQCB. This section
summarizes Jacobs' history and the corporate resources available for the project, as well
as our experience and understanding of providing environmental compliance.
Jacobs Engineering Group Inc.
Jacobs has been providing planning, engineering, and environmental services for over
70 years. Jacobs has 55,000 employees worldwide and generates more than $13 billion
in annual revenue. We have extensive experience in environmental compliance,
environmental permitting, engineering design, and construction management. Our
professional resources cover every environmental discipline, including air quality, water
quality, hazardous materials management, and GHG. Ranked among the World's Most
Ethical Companies and top firms in environmental consulting and program
management, Jacobs (as CH2M Hill) became the first professional services firm honored
with the World Environment Center Gold Medal Award in 2016 for our efforts in
advancing sustainable development.
Team Qualifications
Jacobs' team has been carefully selected based on the staff's technical knowledge, the
expertise gained through supporting VPU projects, and their experience working with
VPU staff and key agencies on similar compliance projects. The project manager,
compliance lead, senior staff, and key junior staff included in this proposal have all
provided compliance support similar to that included in this scope of work to VPU within
the past three -years. Therefore, VPU can have confidence that our team has no learning
curve and can deliver a successful and timely environmental compliance effort
efficiently and cost-effectively.
In developing our proposed team, we focused on the following key staff attributes:
Extensive experience providing multimedia environmental compliance support to
clients in California, including VPU
Previous history working together with this team on similar projects or directly with
VPU
Our team is organized with clearly defined roles, with proposed staff who are familiar
with the site, the relevant regulatory agencies, and who together helped craft our project
approach. Our team has developed the tools in place to meet VPU's environmental
compliance requirements. These tools have been improved and updated year after year
to provide high quality deliverables on time. Attachment C contains full resumes of the
key staff proposed for this project.
Project Experience with the VPU
Jacobs has a long history of providing environmental and licensing support to VPU,
having worked for VPU since August 2005. Over the past 15 years, some of the services
we provided to VPU have included:
CEC licensing and permitting support for 3 power plant applications
Environmental compliance support for VPU for the past 9 years, including air quality,
potable and recycled water, industrial wastewater, hazardous materials, and GHG
reporting
Preparation of a preliminary air quality assessment to determine fatal flaws
associated with the potential installation of new generating equipment near Station
A
Preparation of a Security Vulnerability Assessment for Malburg Generating Station
Preparation of a Historical Report for Station A
Our relevant environmental compliance project experience is summarized here with a
list of similar projects included to demonstrate our team's qualifications and ability to
perform these types of services.
City of Vernon Environmental
Compliance Support 2017 -
2020
Description: Jacobs has provided multi -media compliance support to VPU, including
air quality permitting and reporting, and reporting for GHG, industrial wastewater,
storm water and potable water, and hazardous materials. Our team has provided
support, reports, and coordination to several agencies on behalf of VPU, including the
SCAQMD, ARB, CEC, and EPA. Our team also has experience coordinating with and
assisting with third party GHG report verification.
City of Vernon Environmental
Compliance Support —2011 - • • • • •
2017
Description: Jacobs developed, modified, and implemented multi -media compliance
tools to support VPU. Many of these tools and tracking methods are currently used
to efficiently maintain compliance with VPU's regulatory reporting programs. Our
team has provided support, reports, and coordination to several agencies on behalf of
VPU, including the SCAQMD, ARB, CEC, and EPA.
Chula Vista Confidential
Manufacturing Client,
Environmental Compliance
Support 2010 - 2020
Description: Jacobs has provided ongoing environmental compliance support for
over 10 years to a large-scale manufacturing facility south of San Diego, CA. Support
includes air quality regulatory compliance, such as air toxic and criteria emissions
reporting, air permit modifications, source testing, rule compliance determinations,
monthly air emission calculations, and record keeping. In addition to air quality, our
team has provided ongoing support for evaluating industrial stormwater sample
results, updates to hazardous materials business plans, Spill Prevention Control and
Countermeasure Plan, CEC and EIA reporting, and voluntary and mandatory GHG
reporting programs.
Chiquita Canyon Landfill,
Waste Connections, Inc.
2012 - 2019
14
Description: The Jacobs team performed detailed air emission calculations and
SCAQMD rule evaluations for a proposed expansion of the Chiquita Canyon Landfill.
This scope included detailed evaluations of air toxics, criteria pollutants, and GHG
emissions for various sources as well as ongoing regulatory tracking in preparation of
the environmental documents. Our team also provided extensive technical support
and coordination with the SCAQMD regarding analysis methodology and rule
compliance.
City of Fresno Water
Treatment and Quality •
Evaluation
Description: Jacobs is the program manager for the City of Fresno and all of the
water treatment and distribution water quality issues. Our team worked directly with
the Director of Utilities and the Manager of Water Treatment Operations for the City
of Fresno to resolve the chronic water quality complaints created by this system's soft
water. Our team provided a solution to the significant corrosion issues that the City of
Fresno had been experiencing for the past 30 years. This solution is currently a part
of their normal operating plans going forward.
Mobile Alabama Area Water
and Sewer System (MAWSS)
•
Water Loss Audit 2017 -
2018
Description: The Jacobs team performed water loss audits for the Mobile region to
calculate the percentage and amount of non -revenue water (NRW) for fiscal years
2017 and 2018 using best practices. We helped obtain a better understanding of
MAWSS' revenue and NRW uses and made recommendations for reducing NRW.
References
Jacobs is pleased to provide the following references for similar work that we have
performed.
Reference 1:
Name of Client:
Name and Title of Contact
Dates of Work Performed
E-mail:
Address:
Phone:
Work Performed by Jacobs:
Vernon Public Utilities
1) Todd Dusenberry, Assistant General Manager
2) Lisa Umeda, Utilities Compliance Administrator
Safety and Regulation
1) June 2011 — June 2017
2) July 2017 — June 2020
1) Tdusenberry-(a)ci.vernon.ca.us
2) Lumeda(abci.vernon.ca.us
4305 Santa Fe Avenue, Vernon, CA 90058
1) 323.583.8811 ext. 579
2) 323.583.8811 ext. 561
Jacobs has a long history of providing environmental and licensing support to VPU,
having performed work for VPU from August 2005 through June 2020. Specifically, we
have helped manage VPU's environmental program since June 2011.
During the past 9 years, key services we provided to VPU included environmental
compliance support for air quality reporting and permitting, as well as reporting for
GHG, industrial wastewater and stormwater, and hazardous materials compliance
reporting. We also reviewed evolving air quality and climate change regulations.
Our key achievements during this same period included successful third -party
verification of 10 GHG inventories submitted to the California ARB and three GHG
inventories submitted to The Climate Registry (TCR), successful renewal of VPU's Title V
Air Permit in 2015, and successful termination of VPU's coverage under the Industrial
General Permit for Stormwater Discharges.
Reference 2:
Name of Client:
Name and Title of Contact
Dates of Work Performed:
E-mail:
Address:
Phone:
Work Performed by Jacobs:
Chiquita Canyon Landfill
Steve Cassulo, District Manager
January 2012 — July 2019
Steven.CassuloCc-)WasteConnections.com
29201 Henry Mayo Drive, Castaic, CA 91384
661.257.3655
Jacobs prepared the California Environmental Quality Act (CEQA) Environmental Impact
Report (EIR) for the Chiquita Canyon Landfill Master Plan Revision. A significant portion
of the environmental evaluation was associated with the air quality and GHG evaluation
led by Elizabeth Schwing. This component required extensive air quality and GHG
technical evaluations done in accordance with SCAQMD guidelines and rule
requirements, along with coordination with SCAQMD staff.
Reference 3:
Name of Client:
Name and Title of Contact
Dates of Work Performed
E-mail:
Address:
Phone:
Work Performed by Jacobs:
Confidential California Manufacturing Facility
Rick Siordia
Environmental Health & Safety Senior Manager
January 2010 — June 2020
Rick.Siordia(oKollins.com
850 Lagoon Drive, Chula Vista, CA 91910
619.788.9571
Jacobs has provided ongoing environmental compliance support for over 10 years to a
large-scale manufacturing facility south of San Diego, CA. Support includes air quality
regulatory compliance, such as air toxics and criteria emissions reporting, air permit
modifications, source testing, rule compliance determinations, monthly air emission
calculations, and record keeping. In addition to air quality, our team has provided
ongoing support for evaluating industrial stormwater sample results, updates to
Hazardous Materials Business Plans, a Spill Prevention Control and Countermeasure
Plan, CEC and EIA reporting, and voluntary and mandatory GHG reporting programs.
Affidavit of Non -Collusion by Contractor
State of California
County of Los Angeles
Josh Lawson, being first duly sworn deposes and says that he / she is a Manager of Project of Jacobs,
Engineering Group, Inc. who submits herewith the City of Vernon a bid/proposal;
That all statements of fact in such bid/proposal are true;
That such bid/proposal was not made in the interest of or on behalf of any undisclosed person,
partnership, company, association, organization, or corporation;
That such bid/proposal is genuine and not collusive or sham;
That said bidder has not, directly or indirectly by agreement, communication, or conference with
anyone attempted to induce action prejudicial to the interest of the City of Vernon, or of any other
bidder or anyone else interested in the proposed contract; and further
That prior to the public opening and reading of bids/proposals, said bidder:
Did not directly or indirectly, induce, or solicit anyone else to submit a false or sham
bid/proposal;
b. Did not directly or indirectly, collude, conspire, connive, or agree with anyone else that said
bidder or anyone else would submit a false or sham bid/proposal, or that anyone should refrain
from bidding or withdraw his/her bid/proposal;
c. Did not, in any manner, directly or indirectly seek by agreement, communication, or conference
with anyone to raise or fix the bid/proposal price of said bidder or of anyone else, or to raise or
fix any overhead, profit, or cost element of his/her bid/proposal price, or of that of anyone else;
d. Did not, directly or indirectly, submit his/her bid/proposal price or any breakdown thereof, or the
contents thereof, or divulge information or data relative thereto, to any corporation, partnership,
company, association, organization, bid depository, or to any member or agent thereof, or to
any individual or group of individuals, except the City of Vernon, or to any person or persons
who have a partnership or other financial interest with said bidder in his/her business.
I certify under penalty of perjury that the above information is correct.
By:
Title: osh Lawson, . r of Projects
Date: 5/18/2020
, WEIIHM"M _ (l rr^i n i a ti n n r h rt.-
Project Name: FEMA - Individual Assistance Support Contract
JETT Record: NG0509170845WDC
Project Number: 688847.PS.A1
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Lead Designer: Chrissy Ehlers/MKE
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We are enclosing the resumes of our team members as shown in Appendix B — Organization Chart:
• Elyse Engel — Project Manager; Technical Lead; Air Quality Specialist
• Elizabeth Schwing — Compliance Lead
• Andrea White — Senior Consultant for Reporting to SCAQMD
• Stephanie McMackin — Senior Consultant for GHG Reporting
• Jerry Salamy — Senior Consultant for Reporting to California Energy Commission
• Bruce Manning — Senior Consultant for Potable & Recycled Water Reporting
SLO519171621SJC
CH2M HILL CONFIDENTIAL
APPENDIX C- 1
Education:
BS, Chemical Engineering, Massachusetts
Institute of Technology (MIT)
Registration:
Engineer in Training, California
Years Experience:
12
Distinguishing Qualifications:
✓ Experience managing multi -media
compliance projects
✓ Experience preparing CEQAINEPA Air
Quality Analyses
✓ Air permitting experience
✓ GHG reporting experience
Elyse Engel
Project Manager; Technical Lead; Air Quality
Specialist
Elyse Engel is a chemical process engineer, specializing in air
quality. She is experienced in air quality compliance, including
preparing greenhouse gas (GHG) emissions inventories, construction
and operational air emissions estimates in support of California
Environmental Quality Act (CEQA) and National Environmental Policy
Act (NEPA) evaluations, air dispersion modeling, human health risk
assessments (HHRAs), and risk management plans (RMPs). Elyse
has prepared CEQA and NEPA permitting documentation using both
URBEMIS2007 and CaIEEMod to estimate construction and
operation -related emissions for purposes of demonstrating a project's
less -than -significant impacts relative to the available thresholds.
Representative Projects
Project Manager; Compliance Assistance; City of Vernon (City);
Vernon, CA. Collected site data and prepared GHG emissions inventories for the City, including emissions from fleet
vehicles, city offices and buildings, the power plant, and transmission lines. Performed emissions calculations
according to the California Climate Action Registry (CCAR), The Climate Registry (TCR), the California Air
Resources Board (ARB), and the U.S. Environmental Protection Agency (EPA) protocols. Provided verification
assistance, which included site visits and communication with a third party verifier. Established a compliance
calendar to capture the City's air quality, industrial wastewater and storm water, hazardous materials, and GHG
reporting requirements under various agencies. Managed a team, including CH2M and City personnel, to implement
the compliance calendar. Coordinated preparation and submittal of various compliance reports, including Quarterly
Certification of Emissions Reports and Annual Permit Emissions Program Reports for the South Coast Air Quality
Management District (SCAQMD). Prepared a Title V Permit Renewal Application for the City, which was submitted to
the SCAQMD. Researched developments to the ARB's Cap -and -Trade Program for relevance to the City and
provided assistance in preparing for the first allowance auction, held in 2012. Received written, positive feedback
from the City regarding successful management of and commitment to quality for the Compliance Assistance Project.
Project Manager; Bay Area Clean Water Agencies (BACWA) Air Issues and Regulations (AIR) Committee;
Oakland, CA. Managed regulatory services to BACWA's AIR Committee, which includes agencies that own and
operate publicly -owned treatment works (POTWs) in the San Francisco Bay Area. Conducted bi-monthly meetings to
inform agencies of local, state, and federal air quality and climate change regulations that may impact POTWs.
Advocated on behalf of agencies to the ARB, Bay Area Air Quality Management District (BAAQMD), and other
regulatory agencies. Prepared a comment letter on behalf of agencies to encourage the BAAQMD to consider cross -
media regulatory issues in their proposed Climate Protection Strategy (e.g., nutrient removal's impact to GHG
emissions and air toxics regulations that discourage the use of renewable biogas).
Project Manager; GHG Emissions Inventory; Sempra Generation; Arizona, California, and Mexico. Collected
site data and prepared GHG emissions inventories for 3 power generation facilities in western North America.
Performed emissions calculations according to the CCAR, ARB, and TCR protocols. Provided verification assistance
for two facilities, which included site visits and communication with a third party verifier. Managed other team
members who assisted with this effort and interfaced with the client regarding project delivery.
Project Manager; RMP Updates; Various Clients; California and Arizona. Participated in Process Hazard
Analyses for chlorine and ammonia processes used for wastewater treatment and/or emissions control. Audited
facilities' RMPs and Process Safety Management Programs to ensure compliance with the California Accidental
APPENDIX C- 2
CH21M HILL CONFIDENTIAL
Release Prevention Program and Occupational Safety and Health Administration regulations. Assisted facilities with
the creation and/or update of RMPs, including performing offsite consequence analyses.
Task Lead; Application for Certification (AFC) Preparation; AES; CA. Estimated short- and long-term emissions
associated with repowering a natural gas -fired power plant using CaIEEMod, an air dispersion model, and emission
factors from EMFAC. Estimated air quality impacts associated with short- and long-term emissions using AERMOD,
an air dispersion model. Revised results quickly to incorporate new data or methodology to meet an accelerated
schedule. Drafted and revised the Air Quality and Public Health sections of the AFC and the accompanying
appendices, including evaluations of applicable federal, state, and local air and GHG regulations. Interfaced with
client and regulatory agencies during this effort to resolve disagreements surrounding appropriate mitigation,
potentially significant impacts, methodology, etc. Led team members to complete tasks for multiple sites
simultaneously with very truncated delivery schedules. As part of the California Energy Commission licensing
process, participated in evidentiary hearings as an air quality and public health technical expert.
Task Lead; GHG Emissions Inventory; Confidential Client; Nationwide. Prepared GHG emissions inventories for
California -operated petroleum refineries of a major petroleum industry client. Performed emission calculations
according to the CCAR and ARB protocols. Provided verification assistance for one facility, which included a site visit
and communication with a third party verifier. Prepared a template by which each refinery belonging to this
nationwide company could estimate and report GHG emissions according to the EPA's Mandatory Reporting
Regulation, documented in 40 Code of Federal Regulations Part 98. Hosted two training sessions, guiding refinery
personnel through the process of entering emissions data electronically for EPA reporting.
Team Member; CEQA and NEPA Evaluations; Various Clients; CA. Estimated short- and long-term emissions
associated with various remediation projects, new construction projects, and modification of existing interstates and
roadways within California using CaIEEMod and emission factors from EMFAC and/or CT-EMFAC. Completed
regional -level and project -level conformity analyses, including qualitative evaluations of mobile source air toxics and
particulate matter hot -spots. Performed carbon monoxide (CO) hot -spots analyses using the CALINE4 and
CAL3QHC air dispersion models. Revised model runs quickly to incorporate new data or methodology to meet an
accelerated schedule. Interfaced with client and contractors during this effort to discuss proposed construction
schedules and equipment lists. Drafted and revised Environmental Impact Statements and the accompanying
technical reports, including evaluations of applicable federal, state, and local air and GHG regulations. Completed a
general conformity analysis for several of these projects.
Team Member; California High Speed Train (HST); Federal Rail Authority; CA. Estimated construction and
operational emissions associated with the HST using URBEMIS2007, an air dispersion model, and emission factors
from EMFAC. Updated model runs frequently and quickly to incorporate new data or methodology to meet an
accelerated schedule. Interfaced with external CH2M project teams during this effort to discuss methodology and
proposed construction schedules. Helped draft and review the Environmental Impact Report and accompanying
Technical Report for the Merced to Fresno segment of the HST, which were both up to 200 pages in size. Completed
a general conformity analysis for and performed a microscale CO analysis using EMFAC emission factors and
CALINE4 to estimate emissions from a parking structure.
Team Member; Air Dispersion Modeling; Various Clients. Performed air quality impact analysis using the Open
Burn/Open Detonation air dispersion model. Developed testing scenarios and technical options to adequately
characterize the disposal of spent propellants, as well as the testing of rocket motors. Performed air quality impact
analyses using AERMOD for a variety of power plant facilities. Evaluated results and provided peer review.
Performed air quality impact analyses using the CALPUFF air dispersion model to evaluate the potential migration of
chemical constituents from a variety of sources, including the testing of rocket motors, electricity generating units,
and demolition. Performed HHRAs using the ARB HARP model. Identified air toxics, conducted emission
calculations, and performed scenario modeling to determine the potential cancer, chronic, and acute risks to
surrounding workers and residents. Prepared modeling protocols, to document modeling parameters and
methodology, and modeling reports, to present the modeling results and conclusions.
APPENDIX C- 3
CH21M HILL CONFIDENTIAL
Education:
BS, Chemical Engineering, University of
Arizona
Registration:
Professional Engineer, California
Years Experience:
10
Distinguishing Qualifications:
✓ Environmental Compliance Management
Experience
✓ Experience preparing CEQAINEPA Air
Quality Modeling and Analysis
Elizabeth A. Schwing, PE
Compliance Lead
Elizabeth Schwing is a chemical process engineer with 7 years of
experience. She specializes in air quality work, with a focus on
environmental compliance management, preparation of criteria
pollutant and greenhouse gas (GHG) emission inventories, California
Environmental Quality Act (CEQA) and National Environmental Policy
Act (NEPA) analysis, air dispersion modelling, regulatory review and
applicability determination, regulatory compliance evaluation, risk
management plan preparation, and conformity analysis.
Representative Projects
Task Lead, GHG Emissions Inventory, CH2M, Worldwide.
Developed methodology for calculation of GHG emissions from
Scope 3 sources, including business air and ground travel, employee
commuting, solid waste disposal, and wastewater treatment, in
accordance with the White House Council on Environmental Quality (CEQ), Federal Greenhouse Gas Accounting
and Reporting Guidance and Technical Support Document for Federal GHG Accounting and Reporting. Collected
data regarding CH2M Scope 3 activities worldwide and coordinated entry into GHG emission calculation software.
Supported the CH2M Sustainability Report preparation team via review of raw data and calculated emissions to
identify and explain significant changes in Scope 3 emissions year-to-year.
Team Member, Regulatory Tracking Summaries, NASA, CA. Prepared a bi-weekly summary of California Air District
regulatory updates potentially affecting NASA facilities in California. Reviewed six Air District websites, federal register
items associated with California Air Districts, and a California environmental journal throughout each two week period to
identify applicable items. Provided a brief synopsis of each item, with links to sources of additional information.
Project Manager, Toxic Release Inventory Reports, Chevron Corporation, CA, HI, OR, TX, GA, and FL. Led a
team of ten staff to collect and verify a large amount of data, prepare toxic release inventory (TRI) reports, and
coordinate online submittal for 12 Chevron light products terminals. Used a proprietary Excel -based calculation tool
to estimate emissions associated with onsite releases due to product transfer and blending, onsite treatment,
combustion, painting, spills, and remediation efforts, and offsite transfers of solid waste and wastewater. Coordinated
entry of release estimates and facility information into U.S. Environmental Protection Agency (EPA)'s online reporting
tool, TRI-MEweb. Performed detailed technical review and provided guidance to report preparation staff. Assisted
Chevron Terminal Managers in data collection, report review, and report certification. Provided historical and cross -
terminal summaries of TRI onsite releases, onsite treatment, and offsite transfers.
Task Lead, CEQA and NEPA Evaluation, Waste Connections, Inc., CA. Estimated construction and operational
emissions associated with expansion of the Chiquita Canyon Landfill using CaIEEMod air dispersion model
methodology and emission factors from EMFAC2014. Used the CALINE4 air dispersion model and emission factors
from EMFAC2014 to perform a carbon monoxide (CO) hot -spot analysis. Coordinated criteria pollutant impact
analysis using the AERMOD air dispersion model and assisted with preparation of a Health Risk Assessment, done
according to the Office of Environmental Health Hazard Assessment (OEHHA) 2003 "Air Toxics Hot Spots Program
Risk Assessment Guidelines", as well as the recently released 2015 "Guidance Manual for Preparation of Health Risk
Assessments". Prepared and revised the Air Quality Chapter of the Environmental Impact Report, including
evaluation of applicable air and GHG regulations. Coordinated with the Lead Agency and South Coast Air Quality
Management District regarding analysis methodology. Prepared responses to comments received during public
comment periods.
APPENDIX C-4
CH21M HILL CONFIDENTIAL
Deputy Project Manager and Technical Lead, Compliance Assistance, City of Vernon (City), CA. Provided
multi -media compliance support to the City, including air quality permitting and reporting, GHG reporting, industrial
wastewater and storm water reporting, and hazardous materials reporting. Work activities included collecting and
reviewing site data for accuracy; preparing applicable reports, emissions inventories, and permit documents pursuant
to agency guidance; and participating in rigorous internal review of all deliverables. Acted as client point of contact for
data collection, and interfaced with City personnel, regulatory agencies, and/or third parties as needed to complete
compliance activities. Provided guidance to the City regarding new and evolving regulations to help ensure ongoing
awareness of compliance obligations. Prepared GHG emission inventories according to EPA, California Air Resources
Board (ARB), and The Climate Registry (TCR) protocols. Coordinated electronic submittals, updated GHG Inventory
Management Plan, and assisted with third party verification. Together, the team serving the City has continued to
receive positive feedback from the City regarding commitment to quality for the Compliance Assistance Project.
Task Lead, Cogeneration Engine Source Testing, United Technologies Corp., Aerospace Systems, CA.
Coordinated and provided oversight for annual preliminary and San Diego Air Pollution Control District (SDAPCD)-
supervised source tests to verify the performance of three cogeneration engines per SDAPCD air permits. Completed
a detailed review of the source test protocol, source test report, raw data, and supporting calculations prior to
submission to the SDAPCD. Acted as on -site safety coordinator during testing.
Task Lead, Conformity Analysis, Southern California Edison, CA. Estimated air emissions from construction
activities associated with the Tehachapi Renewable Transmission Project and prepared corresponding technical
memorandums annually to provide a basis for compliance with mitigation described in the Final Environmental
Impact Report, Final Environmental Impact Statement, and Final Record of Decision. Provided additional ongoing air
quality support as requested.
Team Member, GHG Emissions Inventories, Sempra Generation, CA, AZ, and Mexico. Prepared GHG emission
inventories according to EPA, ARB, and TCR protocols. Assisted with electronic submittal development, GHG
Inventory Management Plan updates, and third party verification.
Task Lead, Particulate Matter Hot -Spot Analysis, Federal Transit Administration, Various. Used MOVES (or
the ARB's EMFAC model for sites in California) to calculate emission factors for 13 transit facilities falling into four
groups: bus maintenance facilities, park -and -ride facilities, commuter rail facilities, and combination facilities.
Conducted PM hot spot analyses of the transit facilities. Assisted in the preparation of a report containing general
information on performing air quality analyses, general information on completing PM hot -spot analyses by facility
type, detailed examples of PM hot spot analyses completed for each type of facility, and look up tables for use in
determining whether a project would require a site -specific detailed PM hot spot analysis to determine conformity.
Team Member, Compliance Evaluation, BAE Systems, CA. Reviewed amendments to the ARB In -Use Off -Road
Diesel -Fueled Fleets regulation, Large Spark -Ignition Engine Fleet Requirements regulation, Truck and Bus
regulation, and Harbor Craft regulation and completed a compliance evaluation for two BAE Systems California
facilities. Evaluated fleet size, summarized current compliance status and regulatory requirements, used ARB fleet
average tools to calculate existing fleet average emissions, and provided an analysis of PM emission control options.
Prepared technical memorandums summarizing the results of each evaluation.
Team Member, California High Speed Train Environmental Impact Report, Federal Rail Authority, CA.
Performed a microscale CO analysis using EMFAC2007 emission factors model and CAL3QHC and CALINE4 air
quality dispersion models to estimate existing, future No Project Alternative, and future CO levels with the HST
alternatives at 22 selected locations. Executed or reviewed over 250 air dispersion model runs over the course of the
project. Updated model runs frequently to incorporate new data or methodology, including a switch from the
CAL3QHC air dispersion model to the CALINE4 air dispersion model, while meeting an accelerated schedule.
Team Member, Risk Management Program, City of San Diego, CA. Performed Risk Management Plan (RMP)
audits for three water treatment plants and prepared reports detailing the findings. Completed Process Hazard
Analyses (PHAs) for two chlorine processes and Hazard Reviews (HRs) for three ammonia processes. Updated
RMP Program documents for three water treatment plants.
APPENDIX C- 5
CH21M HILL CONFIDENTIAL
Education:
BS, Chemical Engineering, University of
California at Davis
Registration:
Professional Chemical Engineer, California
Years Experience:
15
Distinguishing Qualifications:
✓ Experience preparing CEQAINEPA Air
Quality Modeling and Analysis
Andrea White, PE
Senior Consultant
Andrea White provides air quality and greenhouse gas consulting
services to government and private clients. She is familiar with all
applicable federal and state guidelines and permitting for air quality.
Andrea's technical focus is on environmental compliance and project
management. She is experienced in performing and leading teams to
complete a variety of compliance projects for large manufacturing,
petroleum, and municipal facilities.
Representative Projects
✓ Certified ISO 14064 Greenhouse Gas Project Manager and Senior Technical Air Quality Consultant;
Accounting and Verification Auditor Compliance Assistance; City of Vernon (City); Vernon, CA.
Provided interim project management support and ongoing senior
technical support to support multimedia compliance, including air quality permitting and reporting, GHG reporting,
industrial wastewater and storm water reporting, and hazardous materials reporting. Provided senior technical
support with a focus on air quality compliance and GHG reporting. Technical components include Title V Permit
Application to the South Coast Air Quality Management District (SCAQMD), ongoing Quarterly Certification of
Emissions Reports and Annual Permit Emissions Program Reports Performed, as well as through the SCAQMD NOx
RECLAIM transition. Experience also includes greenhouse gas emission reporting using The Climate Registry
(TCR), the California Air Resources Board (ARB), and the U.S. Environmental Protection Agency (EPA) protocols.
Project Manager and Senior Technical Consultant, Greenhouse Gas (GHG) Emissions Inventory,
Confidential Manufacturing Client, San Diego, CA. Technical lead for the development of a mandatory
greenhouse gas inventory and management program to meet the California Air Resources Board Mandatory
reporting program under Assembly Bill 32. Responsible for the development of inventory and data management,
tracking, and calculation tool. As well as implementing the recording keeping necessary to meet compliance with
ARB Mandatory reporting and ongoing facility changes.
Project Manager and Senior Technical Consultant, Air Toxics Reporting Under AB 2588, Confidential
Manufacturing Client, San Diego, CA, San Diego, CA. Negotiated with the San Diego Air Pollution Control Division
(SDAPCD) to revise air emissions inventory to use lower and more representative emission factors for manufacturing
sources. Performed heath risk assessment air dispersion modeling (HRA) using the California Air Resources Board
(CARB) HARP model. Identified air toxic species, conducted emission calculations, and performed scenario
modeling. Negotiated to define industrial source emission rates, control efficiencies and source parameters. Directed
and provided oversight of emission source testing to demonstrate compliance with facility permits for co -generation
units.
Project Manager and Senior Technical Consultant, Title V Permit Application, Confidential Fuel Terminal,
Fresno, CA. Technical lead and Project Manager for the Title V Permit application in the San Juaquin Valley Air
Pollution Control District (SJVAPCD). Leveraged existing reporting under SJVAPCD Enhanced Tank Program to
streamline Title V permit application process. Incorporated rule requirements and developed emission calculations to
provide operational flexibility for various sources including tanks, stationary combustion, loading and unloading racks,
and various control equipment including thermal oxidizers. Completed application on time and within budget with no
revisions requested from the permitting agency.
Project Manager, Information Management Enviance Software Solutions, Confidential Oil and Gas Client,
Various Locations United States. Developed and implemented an enterprise software solution to track and report
APPENDIX C- 6
CH21M HILL CONFIDENTIAL
incident parameters, audit site inspections, and required compliance summary statistics. Designed custom internal
and external reports for quick review of environmental and injury incidents events at various site locations and the
corporate level. Developed tools to track training requirements for multisite and multi -disciplinary teams. Tools were
integrated into online compliance systems for real-time updates and ease of use by several levels of management.
Project Manager and Air Quality Technical Lead, Compliance Plans and Permits, Confidential Utility Client,
Various Locations Northern CA. Directed the work of providing multiple compliance plans to various operating sites
throughout California. Work involved developing permit strategy and updating permits. Developed an emission
control plan to monitor, maintain, and record emissions from equipment located at compressor stations. Prepared a
parametric monitoring plan as a part of the Reciprocating Internal Combustion Engines National Emission Standards
for Hazardous Air Pollutants compliance. Addressed regulations and components required by the Mojave Desert Air
Quality Management District and Bay Area Air Pollution Control District, along with minor source permit modifications.
Senior Technical Consultant, Air Permit and Plan Compliance, Confidential Utility Client, Various Locations
Southern CA. Provide regulatory summaries, reports, interpretations and compliance options as it pertains to facility
operations subject to South Coast Air Quality Management District, San Juaquin Valley Air Pollution Control District,
and Mojave Desert Air Pollution Control District regulations. Compliance areas include criteria permitting
requirements, identification of emission sources, fugitive dust and construction regulatory requirements.
Project Manager and Senior Technical Consultant, GHG Inventory and Management Program Development,
San Diego, CA, Port of San Diego. Technical lead for the development of greenhouse gas inventory and
management program to meet internal and external stakeholder disclosure requirements. Tracking was done relative
to Port emission reduction goals and citywide emission targets. Responsible for the development of inventory and
data management, tracking, and calculation tool. As well as implementing the recording keeping necessary to
implement the program and ongoing operational changes.
Air Quality Task Lead, California Environmental Quality Act (CEQA)1 National Environmental Protection Act
(NEPA): Air Quality Analysis, California High -Speed Rail Authority, Merced -Fresno, CA. Lead consulting team
to prepare a schedule critical combined Environmental Impact Report and Environmental Impact Statement and
supporting technical reports and analyses. Coordinated with regulators and other consultants, to develop appropriate
methodology and approach for this first of its kind project in California and one of the first large scale projects to
address the new CEQA greenhouse gas requirements. Evaluation included: quantifying GHG, criteria, and toxic
emissions from construction and operational air pollutant sources using URBEMIS, Sacramento Metropolitan Air
Quality Management District Roads Model, EMFAC2007, and US Environmental Protection Agency AP 42
guidelines, perform air dispersion modeling using AERMOD and CALROADs, and address transportation conformity
and general conformity requirements.
Task Lead/Engineering Lead, RMP, City of San Diego Alvarado, Otay, and Miramar Water Treatment
Facilities, San Diego, CA. Updated the combined Risk Management Plan (RMP) and Process Safety Management
(PSM) documents for three water treatment plants for the City of San Diego. In addition to the 5-year update, I lead
the team to address previously identified deficiencies in the program. The project also included the triannual audit, a
Process Hazard Analysis and Hazard Review, and updating the maintenance and training documentation and
training for the three plants.
Air Quality Specialist, Port Access Study, Port of San Diego, San Diego, CA. Prepared the air quality and GHG
technical studies for two proposed Port of San Diego Access studies, the 32nd Street Port Access and 10th Avenue
Port Access. Focus was on goods movement of truck freight traffic from the San Diego Marine Terminals to the
regional freeway system and how changes would affect air quality. Each technical document was prepared in
compliance with NEPAICEQA and FHWA requirements as well as local requirements. Affected agencies include the
Port of San Diego, U.S. Navy, City of San Diego, and National City.
APPENDIX C- 7
CH21M HILL CONFIDENTIAL
Education:
M.S., Civil Engineer (Environmental Option)
University of Dayton
B.S. Engineering Management, Environmental
Science Specialty
Registration:
Professional Engineer: Ohio, Kentucky, West
Virginia, South Carolina
Certified Environmental Auditor
Years Experience:
18
Distinguishing Qualifications:
✓ Expert at GHG inventory development
and management as well as the GHG
Mandatory Reporting Rule
✓ Primary experience in Industrial
Compliance and Auditing
✓ Skilled at air auditing for Electric Utility
Sector, including auditing of Continuous
Emissions Monitoring Equipment (CEMs)
Stephanie McMackin, PE, CEA
Senior Consultant for GHG Reporting
Stephanie McMackin is an environmental engineer with 18 years of
experience in Industrial Compliance and Auditing. She has provided
onsite compliance support to a variety of industrial clients including
electric utilities, plastics, automotive, chemical manufacturing, pulp
and paper, and aircraft engine manufacturing facilities.
Responsibilities included environmental auditing, preparing and
updating Operating Permit Applications, construction permitting,
completion of monthly and annual air emission reports, development
of air emission inventories, SARA 313 TRI reporting, Spill Prevention
Control and Countermeasures (SPCC) Plan Preparation, NPDES
permitting, and on -call support for compliance issues and questions.
Stephanie has managed and participated on a diverse set of GHG
contracts with clients such as Climate Leaders and Eaton Corporation
to develop corporate inventories, assess project -based emissions
reductions, develop inventory tracking/management systems, identify
energy reduction opportunities, and develop overall climate
strategies.
Representative Projects
Senior Technical Consultant, Compliance Assistance; City of
Vernon (City); Vernon, California. Provided climate change compliance and GHG reporting support to the City.
Work activities included reviewing site data for accuracy; reviewing applicable reports, and GHG emissions
inventories; and participating in rigorous internal review of all deliverables. Provided guidance to the City regarding
new and evolving regulations to help ensure ongoing awareness of compliance obligations. Together, the team
serving the City has continued to receive positive feedback from the City regarding commitment to quality for the
Compliance Assistance Project.
Project Manager, GHG Corporate Inventory Verification, First Solar. Served as project manager and lead auditor
for a project to independently verify First Solar's corporate GHG inventory. Verification was conducted in a manner
consistent with the International Standard ISO 14064 Part 3 (ISO 14064-3) as well as the World Resources Institute/
World Business Council for Sustainable Development (WRI/WBCSD) GHG Protocol. The objective of the verification
was to provide assurance to First Solar that the GHG emissions inventory complied with the WRI GHG Protocol. The
scope for this review was Scope 1 and Scope 2 emissions of carbon dioxide (CO2), methane (CH4), nitrous oxide
(N20) and hydrofluorocarbons (HFCs) collectively referred to as GHGs expressed as a carbon dioxide equivalent
(CO2e) emissions. The review included the infrastructure, activities, technologies, and processes as they pertain to
emission sources identified within the specified boundary conditions and included mobile combustion, stationary
combustion, refrigerants, and purchased electricity.
Project Manager, GHG Corporate Inventory Verification, Celgene (Pharmaceuticals). Served as project manager
and lead auditor for a project to independently verify Celgene's corporate GHG inventory. Verification was conducted in
a manner consistent with the International Standard ISO 14064 Part 3 (ISO 14064-3) as well as the World Resources
Institute/ World Business Council for Sustainable Development (WRI/WBCSD) GHG Protocol. The objective of the
verification was to provide assurance to Celgene that the GHG emissions inventory complied with the WRI GHG
Protocol. The scope for this review was Scope 1, Scope 2 and Scope 3 emissions of carbon dioxide (CO2), methane
(CH4), nitrous oxide (N20) and hydrofluorocarbons (HFCs) collectively referred to as GHGs expressed as a carbon
dioxide equivalent (CO2e) emissions. The review included the infrastructure, activities, technologies, and processes as
they pertain to emission sources identified within the specified boundary conditions and included mobile combustion,
stationary combustion, refrigerants, purchased electricity, waste and business travel.
APPENDIX C- 8
CH21M HILL CONFIDENTIAL
Air Permitting Lead, GHG PSD Permitting, CaliSolar, OH. CaliSolar was proposing to install and operate a silicon
purification process at an existing industrial manufacturing facility in Ontario, Ohio. At full build out the facility could
produce up to 16,000 metric tons per year (mtpy) of solar grade silicon from metallurgical grade silicon. Responsible
for developing air permitting package for the facility including emissions inventory, criteria pollutant and GHG BACT/
BAT analysis, and Ohio e-biz air permit application forms. GHG BACT analysis focused on energy efficiency of
reverb furnaces.
GHG Inventory Lead, El Paso Corporation. Lead senior engineer and technical reviewer on project to develop GHG
emission inventory for construction of a pipeline spanning a variety of states. Project includes developing emissions
calculation methodology to estimate emissions from construction -related activities where in many cases data is slim or
unavailable. Project includes coordinating with 20+ prime contractors as well as almost 100 subcontractors.
GHG Inventory Lead, Cobre Panama. To address World Bank/IMF requirements for analysis and, where possible,
mitigation of greenhouse gas (GHG) emissions from a proposed Panamanian mining project and associated
infrastructure development, Cobre Panama requested CH2M's assistance to prepare a GHG inventory, GHG
Inventory Management Plan (IMP), and analysis of technical and economic feasibility of internal and external GHG
mitigation options. Responsible for development of the GHG inventory in accordance with International Panel on
Climate Change (IPCC) standards and development of the IMP.
Senior Consultant; GHG MRR Inventory Development; Air Force. Responsible for guiding development and
review of GHG inventories and MRR-compliant monitoring plans for a variety of Air Force bases.
Senior Consultant; GHG MRR Compliance; Caraustar Paperboard; OH. The Caraustar facility is a 14-acre
recycled paper facility located on the eastern side of the Cincinnati metropolitan area. Caraustar engaged CH2M to
provide compliance support for the requirements of the U.S. EPA Mandatory Reporting Rule (MRR) for Greenhouse
Gas Emissions (40 CFR 98). As part of this project, CH2M completed an applicability analysis of the MRR to
Caraustar processes, developed a MRR-compliant GHG monitoring plan, and developed an excel tool to calculate
GHG emissions from applicable sources. The calculation tool used MRR-specific methodologies to determine GHG
emissions from stationary combustion equipment burning natural gas, fuel oil, and propane. The tool will be used by
Caraustar to calculate annual GHG emissions, document emission sources, and to complete the annual reporting as
required by the MRR.
Senior Consultant and Team Member; GHG MRR Compliance; United States Air Force. Part of a team which
assisted the Air Force Materiel Command (AFMC) evaluate GHG Mandatory Reporting Rule (MRR) applicability.
Ms. McMackin developed a MRR-targeted survey to identify applicable sources and gather data. She provided senior
consultant and review support on a task to develop an excel -based screening tool to calculate emissions for MRR-
related activities. We compiled data from over 200 USAF installations representing all major commands (MAJCOMs)
and provided summary reports on the data. CH2M also developed preliminary estimates on the cost to comply with
MRR reporting requirements. As part of this task, Ms. McMackin developed a MRR Monitoring Plan template for
installations to use to comply with the MRR.
Senior Consultant and Team Member; GHG MRR Compliance; Various. Developed or reviewed calculation
spreadsheets and GHG monitoring plans in accordance with Federal GHG MRR requirements for a variety of
industries including steel, mining, electric utility, oil and gas, chemicals, and municipalities.
Program Manager; Greenhouse Gas Voluntary Program; EPA Climate Leaders; Federal. Team member and
Project Manager responsible for guiding industry partners through the Climate Leaders Greenhouse Gas (GHG)
Management Program. Provide support to each partner on identifying types of emission sources, calculating GHG
emissions, supporting the creation of a GHG management system, providing guidance on GHG management system
elements, quality review of system data, onsite review of implementation, and on -call support for technical queries.
She also provides overall technical support to the EPA Climate Leaders Team on sector protocol reviews,
development of programmatic guidance documents, and review of technical documents.
APPENDIX C- 9
CH21M HILL CONFIDENTIAL
Education:
B.A., Chemistry
Registration:
NIA
Years Experience:
30
Distinguishing Qualifications:
✓ CEC Licensing Expert - Project Manager
and Air Quality Lead for numerous
Applications for Certification before the
California Energy Commission
✓ Prepared numerous Prevention of
Significant Deterioration Pre -Construction
Air Quality Permit Applications, prepared
project permeability studies
✓ Assessed industrial facilities compliance
with state and federal air pollution rules
and regulations, and assisted power
plant clients with compliance -related
issues
Jerry Salamy
Senior Consultant for Reporting to California
Energy Commission
Jerry Salamy has more than 30 years of experience preparing
environmental documentation for siting of power facilities, including
solar, geothermal, biomass, and fossil fuel fired power plants. He has
managed a wide variety of power plant projects, including projects
with budgets over $2 million. The environmental document included
preparation of California Environmental Quality Act (CEQA) initial
studies, mitigated negative declarations, environmental assessment,
and impact reports. Jerry has also been responsible for preparation of
National Environmental Policy Act (NEPA) environmental document
for geothermal power plants in California and Nevada. He has
provided expert testimony during siting cases before the California
Energy Commission and the California Public Utilities Commission.
Representative Projects
Program Manager and Air Quality Lead; Application for
Certification; Alamitos Energy Center; AES Southland
Development LLC; Long Beach, CA. Planned and executed the
preparation of an AFC for a 1,040-MW repower of the existing
Alamitos Beach Generating Station located within the coastal zone of Long Beach, CA. The project required the
preparation of numerous studies and a Prevention of Significant Deterioration (PSD) permit application submitted to
the South Coast Air Quality Management District. The AFC was required to demonstrate conformance with the City
of Long Beach's Local Coastal Program. The Coastal Commission has been consulted by the CEC and has indicated
they are not expecting to comment of the CEC's license for the project. The CEC issued the final decision for the
project in May 2017.
Program Manager and Air Quality Lead; Application for Certification; Huntington Beach Energy Project; AES
Southland Development LLC; Huntington Beach, CA. Planned and executed the preparation of the AFC for a
840-MW repower of the existing Huntington Beach Generating Station located within the coastal zone of Huntington
Beach, CA. The AFC was required to demonstrate conformance with the City of Huntington Beach's Local Coastal
Program (LCP). The Coastal Commission issued a report to the CEC defining areas where, in its opinion, the project
did not conform to the LCP requirements. Mobilized a team to prepare a rebuttal to the Coastal Commission's
assertions, which was adopted by the CEC in its license. The CEC issued the final decision for the project in
May 2017.
Application for Certification, Salton Sea Unit 6 Geothermal Power Plant, Mid American Energy Holding
Company, Imperial County, CA. Managed the licensing of a 185-MW geothermal power plant in Imperial County,
California. The power plant design was based on the flash geothermal power plant process, which produces both
solid and liquid byproducts (brine cake and spent brine) that required disposal. The project site was located in a rural
area of Imperial County, but was adjacent to a National Wildlife Refuge that supports significant populations of avian
species. The licensing process involved the review of all environmental areas, specifically focused on waste disposal,
air quality, hazardous materials handling, and biological resources. Managed preparation of over 500 data responses
to requests submitted by the State and the public. The project was successfully completed, with a license issued by
the California Energy Commission.
In addition to the power plant license, a Biological Assessment (BA) was submitted to United States Fish and Wildlife
Service for the Section 7 consultation due to potential wildlife impacts. The primary wildlife species addressed in the
BA were Yuma Clapper rails, Burrowing Owls, Mountain Plover, and California Brown Pelicans. Extensive Yuma
APPENDIX G 10
CH2M HILL CONFIDENTIAL
Clapper rail protocol surveys were performed to support the BA development and subsequent compliance with the
Biological Opinion.
Project components required the fill of a small portion of the Salton Sea and several ephemeral streams associated
with the 31 mile transmission lines. These fill activities required the preparation of a Bureau of Land Management
(BLM) Plan of Development and wetland delineations that were submitted to the Corp of Engineers in support of the
Section 404 permit applications and California Department of Fish and Wildlife Section (CDFW) 1600 Lake and
Streambed Alteration permit.
Jerry also prepared an amendment to the California Energy Commission license to allow for the generation of an
additional 35 megawatts of electricity through increased geothermal fluid extraction combined with the use of an
organic rankin cycle (ORC) system. The ORC was designed to use waste heat from the geothermal fluid after
passing though the steam generation portion of the binary type geothermal process. The modification to the project
required CH2M to complete the reanalysis of the impacts to all environmental areas. The amendment was approved
by the Energy Commission.
APPENDIX G 11
CH2M HILL CONFIDENTIAL
Education:
B.S., Environmental Science, Northwest
Missouri State University
Registration:
Missouri "A" Operators License
Missouri DSIII Drinking Water Distribution
Operators License
WHMIS Certification
Alberta Construction Safety Training
Certification
Queensland, Australia Construction Safety
Blue Card
Years Experience:
40
Distinguishing Qualifications:
✓ More than 40 years experience in water
quality, technology management,
operations, and optimization, including
oversight of multiple water and
wastewater treatment plants, distribution
systems, and laboratory quality control
management
✓ Currently applying extensive water
chemistry, regulatory, and operations
expertise to clients in both the private
and public sectors
Bruce Manning
Senior Consultant for Potable and Recycled
Water Reporting
Bruce Manning brings 4 decades of experience in water quality,
technology management, operations and optimization, including
oversight of multiple water and wastewater treatment plants,
distribution systems and laboratory quality control management.
He has multi -state and national compliance expertise in Clean Water
Acts, Safe Drinking Water and the Disinfect/Disinfection
By -Product Rule.
In conjunction with the U.S. EPA, Bruce was one of the original
developers of the AWWA Partnership for Safe Water. As Director of
Water Quality for St. Louis County Water/MO American, Bruce was
responsible for all of the surface water treatment facilities achieving
and maintaining the Directors Award for the Partnership for Safe
Water. Bruce serves on the Safe Drinking Water Commission for the
State of Missouri; NSF Standard 60 and 61 Board and as an author
as well as reviewer for Standard Methods.
Bruce is currently applying his extensive water chemistry,
regulatory and operations expertise serving clients in the private and
public sector.
Representative Projects
Senior Technical Consultant, City of Fresno Water System
Challenges, City of Fresno, CA. CH2M is the program manager for
the City of Fresno and all of the water treatment and distribution
water quality issues. Assisting as Senior Technical Consultant,
working directly with the Director of Utilities and the Manager of Water Treatment Operations for the City of Fresno.
0&M Project Lead, San Diego County Water Authority, San Diego, CA. Performed as Project Lead for 0&M
responsibilities on a $3.313 CIP over a six -year period for the entire San Diego County Water Authority area.
Coordinated with the 0&M director, all of his management staff, and the project management team to accomplish
these tasks. The Water Authority indicated that Mr. Manning's background and experience were some of the major
reasons why our team was awarded this project. The focus of this project was to act as the Water Authority Agent to
help control cost, maintain operations excellence, and provide guidance to the operations staff as needed.
Director of Water Quality, Saint Louis County Water Company/Missouri American Water Company, Saint
Louis, MO. Directly responsible for all water quality and treatment at twelve Missouri American Water treatment
trains as well as their distribution systems. Maintained all regulatory compliance both water quality and environmental
reporting to the MODNR and the EPA. Maintained laboratory certification at all of the facilities providing certified
analysis. Initiated, drafted, and served on a task force that developed the Terrorism Preparedness Program for all of
the American Water properties throughout the US. The Terrorism Response Program allows systems to respond to
chemical, biological, and radiological agents that may have been introduced into the water. Coordinated with all
operations staff statewide as well as nationwide for all water quality and monitoring issues. Directed all water quality
function, treatment, and analysis statewide. Assembled, negotiated, and maintained all aspects of the chemical
budget for all of Missouri American Water. Assembled and submitted the CCR for all Missouri American Water
facilities throughout the state. Responsible for compliance with the Partnership for Safe Water guidelines.
APPENDIX C-12
CH21VI HILL CONFIDENTIAL
Coordinated with and advised all of the Illinois American Water operations to help solve surface water treatment
problems and regulatory compliance issues for Illinois and Iowa. This included a unique process incorporating an ion
exchange system for removal of excess nitrates from the Vermillion River water for a drinking water supply. Improved
the operating efficiency of a large zeolite water treatment process at Saint Joseph, Missouri to reduce salt
consumption and excess brine wasting. Performed numerous professional presentations for various groups and
organizations. Representative on numerous committees and panels for various professional organizations both
nationally and internationally. Worked to solve water treatment problems both nationally and internationally for
American and Thames Water.
Superintendent of Water Treatment, Saint Louis County Water Company/Missouri American Water Company,
Saint Louis, MO. Worked directly in plant operations dealing with water quality and treatment, operations issues,
union contracts, environmental assessments, and reporting for all of the Saint Louis County treatment facilities.
Developed a tracking program database for all chemical spills and releases. Conducted accident assessment
interviews and provided documentation for improvements and upgrades for all of the chemical feed equipment.
Assisted in hazard communications training for operations and maintenance staff by providing the chemical and
biological effects of these chemicals. Performed a facility study to evaluate the use of onsite hypochlorite generation
systems for the disinfection of the finished water. This addressed some of the issues posed by the use of gaseous
chlorine and the risk management plan. Part of a team that developed the risk management program for all of the
Saint Louis County operations. Tracked and maintained all NPDES reports and ensured compliance with these
permits. 24-hour on -call responsibilities for the entire operation.
Supervisor, Water Quality Control Laboratories, Saint Louis County Water Company/Missouri American Water
Company, Saint Louis, MO. Responsible for all water quality and treatment for all of the Saint Louis County
operations. Supervised all water quality staff for the Saint Louis County operations. Developed, designed, and ran the
ozone and free -hydroxyl radical project for Saint Louis County Water Company. Appointed as Coordinator for the
Partnership for Safe Water. Developed and maintained both chemical and microbiological certification for all of the
water quality control laboratories. 24-hour on -call responsibilities for the entire operation. Dealt with all customer
issues related to water quality systemwide.
Advisor, Naples Drinking Water Distribution System, City of Naples, FL. Provided guidance and changes to the
City of Naples drinking water distribution system to address random issues with biological excursion during their
biological testing program. These changes included pH modifications for the chloraminated system as well as letters
to the Florida DEP explaining these operational changes.
Principal Technologist/Senior Consultant and Process Optimization Lead, Luggage Point Advanced Water Treatment
Plant, Brisbane, Australia. Providing on -call senior resources (through the Alliance manager) to assist all members of
the project team in solving difficult issues and providing a broader technical perspective. Consulting and assisting
with pre -commissioning, commissioning, and performance testing of the plant, including assistance in managing
client and alliance issues, reporting, and interpretation of plant and unit operation performance. Consulting and
assisting with operations documentation and training, including the authoring and review of documents. Assisting on
change orders and troubleshooting under the prime and subcontracts.
Security and Water System Operations Consultant, City of Atlanta, Atlanta, GA. Worked as a for the team
performing the water security study for the City of Atlanta. The completed project is considered to be secure and
very sensitive.
Lead Technologist, Parsons Water Treatment Facility, Columbus, OH. Evaluated and made modifications to the
facility's existing water treatment system. The water treatment system had historically been a groundwater system.
Quarry operations adjacent to the well system caused the treatment facility to become a ground -water -under -the -
influence operation. This forced the treatment system to start implementing chemical treatment and operational
changes to remain compliant with the Surface Water Treatment Rule.
APPENDIX C-13
CH2M HILL CONFIDENTIAL
Vernon Public Utilities
Attachment D: Proposed Schedule for Delivery of Scope of Work 2020 - 2023
Month
Date
Frequency
Agency
Report Name
Report Description
Malburg Generating Station (Docket 01-AFC-25) Annual
Compliance report Condition of Certification Number CUL-8; report details
January
15
Annually
CEC
Compliance Report (CUL-8)
the maintenance activities completed at Station A within each calendar
year
January
30
Quarterly
SCAQMD
NOx RECLAIM Quarterly Certification of Emissions Report
Summarizes NOx emissions from reporting period; period covered: Oct -
(QCER)
Dec
February
1
Annually
ARB
Registration of Specified Electricity Import and Export Sources
Lists anticipated specified sources of power intended to be claimed in EPE
GHG inventory report
February
28
Semi -Annually
SCAQMD
Title V Semi -Annual Monitoring Report (Form 500-SAM)
Form completion stating that all monitoring completed and notes any
deviation; period covered: Jul - Dec
March
First Week of March
Annually
SCAQMD
Annual Emissions Report (AER)
Form completion; calculates the annual fee based on emissions of criteria
pollutants and toxics; period covered: Jan - Dec
March
31
Annually
EPA
EPA GHG Inventory Report
Summarizes GHG emissions from natural gas distribution; period covered:
Jan - Dec
April
10
Annually
ARB
AB32 GHG Inventory Report - Subpart NN
Summarizes GHG emissions from natural gas distribution; period covered:
Jan - Dec
April
30
Quarterly
SCAQMD
NOx RECLAIM Quarterly Certification of Emissions Report
Summarizes NOx emissions from reporting period; period covered: Jan -
(QCER)
Mar
May
6
5 Years
SCAQMD
Title V Permit Renewal
Form completion, similar to initial Title V permit application; must file at
least 180 days prior to permit expiration
June
1
Annually
ARB
AB32 GHG Inventory Report - Electric Power Entity (EPE)
Summarizes GHG emissions from power transactions; period covered:
Jan - Dec
June
1
Annually
ARB
AB32 GHG Inventory Report - SF6 GIS Equipment
Summarizes GHG emissions from SF6 GIS Equipment; period covered:
Jan - Dec
June
30
Annually
Internal
City -Wide GHG Inventory Report per TCR Guidance
Summarizes GHG emissions from facility operations, consistent with
TCR's LGO, EPS, and GRP Protocols; period covered: Jan - Dec
August
10
Annually
ARB
AB32 GHG Inventory Verification Report
Verification of EPE and Subpart NN GHG emissions inventories by 3rd
party consultant
August
15
Annually
Internal
Wastewater Treatment Surcharge Exemption Statement
Form completion; calculation of Station A annual wastewater discharge;
period covered: Jul - Jun
August
29
Quarterly
SCAQMD
NOx RECLAIM Quarterly Certification of Emissions Report
Summarizes NOx emissions from reporting period; period covered: Apr -
QCER
Jun
August
29
Annually
SCAQMD, EPA
Title V Annual Compliance Certification Report (Form 500-
Form completion stating that facility is in compliance with its Title V permit
ACC)
and notes any intermittent compliance issues; period covered: Jul - Jun
NOx RECLAIM Annual Permit Emissions Program (APEP)
Form completion; summarizes quarterly NOx emissions; period covered:
August
29
Annually
SCAQMD
Report
Jul - Jun; form provided by SCAQMD has 1st, 2nd, and 3rd quarter
emissions pre -populated
August
31
Semi -Annually
SCAQMD
Title V Semi -Annual Monitoring Report (Form 500-SAM)
Form completion stating that all monitoring completed and notes any
deviation; period covered: Jan - Jun
September
30
Annually
Internals
GHG Inventory Management Plan (GHG IMP)
Summarizes the City's GHG emissions data collection and reporting per
EPA, ARB, and TCR methodology
October
1
Annually
DWR
Water Loss Audit
SIB 555 requires all urban retail water suppliers in the state to submit a
completed and validated water loss audit annually.
Malburg Generating Station (Docket 01-AFC-25) Five Year
Report must provide: 1) outline of plan to accomplish design review, 2)
October
15
5 Years
CEC
Compliance Report (HAZ-6)
complete design review of natural gas pipeline, and 3) detailed inspection
of the natural gas pipeline
Report must provide: 1) plan to accomplish a full and comprehensive
October
15
5 Years
CEC
Malburg Generating Station (Docket 01-AFC-25) Five Year
natural gas pipeline inspection in the event of an earthquake and 2)
Compliance Report (HAZ-7)
results of pipeline inspections after any significant seismic event in the
area where surface rupture occurs within 1 mile of the pipeline
October
30
Quarterly
SCAQMD
NOx RECLAIM Quarterly Certification of Emissions Report
Summarizes NOx emissions from reporting period; period covered: Jul -
QCER
Se
Vernon Public Utilities
Attachment E: Compliance Calendar
Not Part of Jacobs Scope of Work
Vernon Public Utilities
Jacobs Internal Review Cycle
External Review Cycle
Report Submittal
Recordkeepin
Report
Report
Report Peer
Report Senior
Final Report
Month
Date
Frequency
enc
Report Name
Report Description
Required Data
Data Source
Data Provider i
Preparation
Preparation
Review
Review
Report Review 2
Report Approval
Submitter
Submittal Format
Report Distribution 3
Shared Server Folder
Upload
Compliance report Condition of Certification
Mail 5 copies to CEC
Document Control
M01-AF Generating Station (Docket
Number CUL-8; report details the maintenance
and submit electronically
D. Quiroz
\ch2m\Condition of_Certification CUL-
January
15
Annually
CEC
01-AFC-25) Annual Compliance
activities completed at Station A within each
List of Station A maintenance activities
Maintenance Records
D. Quiroz
Jacobs
G. Lee
A. Dunavent
J. Salamy
D. Quiroz
A. Alemu
J. Balandran
via email to CEC
L. Umeda
g -
J. Balandran
Report (CUL-8)
calendar year
Compliance Project
T. Dusenberry
Manager
Quarterly fuel usage for Units D1, D2,
D25, D3, D4, D5, D6, and D7
Operation Logs
D. Quiroz
J. Balandran
Mail copy to SCAQMD
J. Balandran
Document Control
SCAQMD Regulation XX
NOx RECLAIM Quarterly
Summarizes NOx emissions from reporting period;
D. Quiroz
\ch2m\Quartedy_Certification Emissio
January
30
Quarterly
SCAQMD
Certification of Emissions Report
periodcovered:Oct - Dec
Quarterly fuel heating value and
(default heating value)
Jacobs
M. Dickison
A. Dunavent
A. White
D. Quiroz
A. Alemu
Submit electronically via
L. Umeda
-
ns_Report
(QCER)
emission factor for Units D25,
and Title V Permit
Jacobs
Jacobs
ERS Web Tool
T. Dusenberry
Jacobs
D3, D4, D5, D6, andnd D77
(emission factors)
List of specified sources; Basic facility
Power Purchase and
A. Alemu
information and generation data for each
Sales Records, SCPPA
E. Sandoval
Document Control
Registration of Specified Electricity
Lists anticipated specified sources of power
specified source
Summary
R. Rodriguez
A. Alemu
Submit electronically via
J. Balandran
February
1
Annually
ARB
Import and Export Sources
intended to be claimed in EPE GHG inventory
Jacobs
G. Lee
A. Dunavent
S. McMackin
E. Sandoval
A. Alemu
A. Alemu
e-mail to
L. Umeda
\ch2mVARB_GHG _Inventory
Jacobs
report
R. Rodriguez
ghgreport@arb.ca.gov
R. Rodriguez
City of Vernon generation allocation
Power Purchase
Jacobs
T. Dusenberry
percentage for each specified source
Agreements
Form completion stating that all monitoring
Document Control
February
28
Semi -Annually
SCAQMD
Title V Semi -Annual Monitoring
completed and notes any deviation; period
Confirmation that monitoring performed
Operations / Monitoring
D. Quiroz
Jacobs
M. Dickison
A. Dunavent
A. White
D. Quiroz
A. Alemu
J. Balandran
Mail copy to SCAQMD
D. Quiroz
\ch2m\TitleV_Semi-
J Balandran
Report (Form 500-SAM)
covered: Jul -Dec
and no deviations
Logs
L. Umeda
Annual_Monitoring_Report
T. Dusenberry
Source Test Reports and
Mail copy with certifier
architectural coating
usage
D. Quiroz
J. Balandran
signature to SCAQMD
J. Balandran
First Week
Form completion; calculates the annual fee based
Total permitted emissions, total non-
Document Control
D. Quiroz
Submit electronically
March
<
Annually
SCAQMD
Annual Emissions Report (AER) s
on emissions of criteria pollutants and toxics;
Title V Air Permit and fuel
Jacobs
M. Dickison
A. Dunavent
A. White
D. Quiroz
A. Alemu
\ch2m\Annual_Emissions _Report
of March
period covered: Jan -Dec
Permitted emissions, and total emissions
usage for Units D1, D2,
through AER Web Tool
L. Umeda
D25, D3, D4, D5, D6, and
Jacobs
Jacobs
and mail copy with
T. Dusenberry
Jacobs
D7
preparer signature to
SCAQMD
Document Control
J. Balandran
March
31
Annually
EPA
EPA GHG Inventory Report
Summarizes GHG emissions from natural gas
Volumes of natural gas received and
Natural Gas Receipt and
D. Bergmann
Jacobs
G. Lee
A. Dunavent
S. McMackin
D. Bergmann
A. Alemu
Jacobs
Submit electronically
L. Umeda
\ch2m\EPA_GHG_Inventory
Jacobs
distribution; period covered: Jan - Dec
distributed
Distribution Records
D. Cordova
D. Cordova
through a-GGRT
D. Bergmann
D. Cordova
T. Dusenberry
Document Control
J. Balandran
April
10
Annually
ARB
AB32 GHG Inventory Report -
Summarizes GHG emissions from natural gas
Volumes of natural gas received and
Natural Gas Receipt and
D. Bergmann
Jacobs
G. Lee
A. Dunavent
S. McMackin
D. Bergmann
A. Alemu
Jacobs
Submit electronically
L. Umeda
\ch2m\ARB_GHG_Inventory
Jacobs
Subpart NN
distribution; period covered: Jan - Dec
distributed
Distribution Records
D. Cordova
D. Cordova
through Cal a-GGRT
D. Bergmann
D. Cordova
T. Dusenberry
Horizon Air
Horizon Air
Horizon Air
Document Control
April
22
5 Years
SCAQMD
H. Gonzales 1 Source Test
Source test for CO emissions
Source test results
Source Test Report
Measurement
Measurement
N/
N/A
N/A
D. Quiroz
Measurement
D. Quiroz
Mail copy to SCAQMD
L. Umeda
\ch2m\Source_Tests\HGonzales_1
L. Umeda
Services
Services
Services
A. Alemu
T. Dusenberry
Quarterly fuel usage for Units D1, D2,
D25, D3, D4, D5, D6, and D7
Operation Logs
D. Quiroz
J. Balandran
Mail copy to SCAQMD
J. Balandran
NOx RECLAIM Quarterly
Document Control
Quarterly value and fuel heating
g
SCAQMD Regulation XX
April
30
Quarterly
SCAQMD
Certification of Emissions Report
Summarizes NOx emissions from reporting period;
Jacobs
M. Dickison
A. Dunavent
A. White
D. Quiroz
A. Alemu
D. Quiroz
\ch2m\Quartedy_Certification -Emissio
(QCER)
period covered: Jan -Mar
emission factor for Units D25,
(default heating value)
Jacobs
Jacobs
Submit electronically via
L. Umeda
ns_Report
Jacobs
D3, D4, D5, D6, anndd D77
and Title V Permit
(emission factors)
ERS Web Tool
T. Dusenberry
Form completion, similar to initial Title V permit
Existing Title V permit equipment list and
A. Dunavent
A. White
Mail copy to SCAQMD
Document Control
May
6
5 Years
SCAQMD
Title V Permit Renewal
application; must file at least 180 days prior to
access to previous emissions
Title V Air Permit
Jacobs
Jacobs
M. Dickison
E. Schwing
E. Lafrenz
L. Umeda
A. Alemu
J. Balandran
vrith check or electronic
L. Umeda
\ch2m\TitleV_Permit_ Renewal
J. Balandran
permit expiration. Submitted 2020.
inventories and reports
payment for fees
T. Dusenberry
Units D1 and D2 Fuel Usaqe
Fuel Usaqe Records
D. Quiroz
Document Control
AB32 GHG Inventory Report -
Summarizes GHG emissions from power
Power Purchase and
A. Alemu
A. Alemu
Submit electronically
J. Balandran
June
1
Annually
ARB
Electric Power Entity (EPE)
transactions; period covered: Jan -Dec
Power Transactions
Sales Records
R. Rodriguez
Jacobs
G. Lee
A. Dunavent
S. McMackin
R. Rodriguez
A. Alemu
Jacobs
through Cal a-GGRT
L. Umeda
\ch2m\ARB_GHG _Inventory
Jacobs
R. Rodriguez
T. Dusenberry
Citywide Electrical Consumption
Consumption Records
A. Serrano
Document Control
AB32 GHG Inventory Report - SF6
Summarizes GHG emissions from SF6 GIS
SF6 Equipment Inventory
Maintenance and
Submit electronically
J. Balandran
June
1
Annually
ARB
GIS Equipment
Equipment; period covered: Jan - Dec
SF6 Transfers
Purchase Records
D. Quiroz
Jacobs
G. Lee
A. Dunavent
S. McMackin
D. Quiroz
A. Alemu
Jacobs
through Cal e-GGRT
L. Umeda
\ch2m\ARB_GHG _Inventory
Jacobs
SF6 Gas Container Weights
D. Quiroz
T. Dusenberry
H. Gonzales 2 Source Test Plan
Horizon Air
Horizon Air
Horizon Air
Document Control
June
5
5 Years
SCAQMD
H. Gonzales 2 Source Test Plan
Describes how CO emissions will be measured, as
developed by the company that will
Vendor Report
Measurement
Measurement
N/A�"WIA
D. Quiroz
Measurement
D. Quiroz
Mail copy to SCAQMD
L. Umeda
\ch2m\Source_Tests\HGonzales 2
L. Umeda
required by the SCAQMD
perform the test
Services
Services
Services
A. Alemu
T. Dusenberry
Vernon Public Utilities
Attachment E: Compliance Calendar
Not Part of Jacobs Scope of Work
Vernon Public Utilities
Jacobs Internal Review Cycle
External Review Cycle
Report Submittal
Recordkeepin
Report
Report
Report Peer
Report Senior
Final Report
Month
Date
Frequency
enc
Report Name
Report Description
Required Data
Data Source
Data Provider'
Preparation
Preparation
Review
Review
Report Review 2
Report Approval
Submitter
Submittal Format
Report Distribution 3
Shared Server Folder
Upload
SF6 Inventory
Maintenance Records
D. Quiroz
Citywide natural gas consumption
Fuel Invoices
A. Serrano
Fire extinguisher inventory
Maintenance Records
R. Castro
A/C unit inventory
On -road vehicle inventory
Vehicle mileaqe traveled
Odometer Records
R. Castro
Off -road vehicle inventory
Hours of operation
Operation Logs
R. Castro
Hours of Operation for Units FG1, FG2,
FG3, FG4, CHG1, WELL #19, Booster
Operation Logs
R. Castro
A. Alemu
D. Bergmann
City -Wide GHG Inventory Report per
Summarizes GHG emissions from facility
Plant #2, and Booster Plant #3
R. Castro
D. Cordova
Prepared for internal
Document Control
J. Balandran
Units D1, D2, and D25 Fuel Usage
Fuel Usaqe Records
D. Quiroz
June
30
Annually
Internal
TCR Guidance
operations, consistent with TCR's LGO, EPS, and
Jacobs
G. Lee
A. Dunavent
S. McMackin
R. Rodriguez
A. Alemu
Jacobs
records only (i.e., not
L. Umeda
\ch2m\TCR_GHG_Inventory
Jacobs
GRP Protocols; period covered: Jan - Dec
Power Transactions
Power Purchase and
A. Alemu
D. Quiroz
submitted to an agency)
T. Dusenberry
Sales Records
R. Rodriguez
A. Serrano
C. Gaylen
DOT Annual Distribution
D. Bergmann
Length of natural gas pipelines
and Transmission
D. Cordova
Reports
Occurrence of non -routine operations
Maintenance Records
D. Bergmann
associated with natural gas pipelines
D. Cordova
Vehicle and facility inventory
Vehicle and Facility
C. Gaylen
Insurance Certificates
Citywide electrical consumption
Utility Bills
A. Serrano
Natural Gas Receipt and
Jacobs
Distribution Records
D. Bergmann
Document Control
August
10
Annually
ARB
AB32 GHG Inventory Verification
Verification of EPE and Subpart NN GHG
As requested by the verifier
Third Party
N/A
N/A
N/A
Jacobs
A. Alemu
Third Party
Submit electronically
J. Balandran
\ch2m\ARB_GHG_Inventory
Jacobs
Power Purchase and
Jacobs
Report
emissions inventories by 3rd party consultant
Sales Records and E-
A. Alemu
Verifier
Verifier
through Cal a-GGRT
L. Umeda
T. Dusenberry
Tags
R. Rodriguez
Citywide Electrical
Jacobs
Consumption
A. Serrano
Water usage
Water Bills
A. Serrano
Document Control
Square footage of irrigated land
Field Measurements
D. Quiroz
Prepared for internal
J. Balandran
August
15
Annually
Internal
Wastewater Treatment Surcharge
Form completion; calculation of Station A annual
Jacobs
G. Lee
A. Dunavent
J. Enzminger
D. Quiroz
A. Alemu
Jacobs
records only (i.e., not
L. Umeda
\ch2m\W W_Treatment_Surcharge_Exe
Jacobs
Exemption Statement
wastewater discharge; period covered: Jul - Jun
Number of employees contributing to
Personnel Records
D. Quiroz
submitted to an agency)
D. Quiroz
mplion
sanitary flow
T. Dusenberry
Quarterly fuel usage for Units D1, D2,
D25, D3, D4, D5, D6, and D7
Operation Logs
D. Quiroz
J. Balandran
Mail copy to SCAQMD
J. Balandran
Document Control
SCAQMD Regulation XX
NOx RECLAIM Quarterly
Summarizes NOx emissions from reporting period;
D. Quiroz
\ch2m\Quartedy_Certification Emissio
August
29
Quarterly
SCAQMD
Certification of Emissions Report
period covered: Apr -Jun
Quarterly fuel heating value and
(default heating value)
Jacobs
M. Dickison
A. Dunavent
A. White
D. Quiroz
A. Alemu
Submit electronically via
L. Umeda
—
ns_Report
(QCER)
emission factorfor Units D1, D2, D25,
and Title V Permit
Jacobs
Jacobs
ERS Web Tool
T. Dusenberry
Jacobs
D3, D4, D5, D6, and D7
(emission factors)
Form completion stating that facility is in
Confirmation that facility is complying
Mail original with certifier
Document Control
August
29
Annually
SCAQMD, EPA
Title V Annual Compliance
compliance with its Title V permit and notes any
with the Title li permit and any non-
Operations /Monitoring
D. Quiroz
Jacobs
M. Dickison
A. Dunavent
A. White
D. Quiroz
A. Alemu
J. Balandran
signature to SCAQMD
D. Quiroz
\ch2m\TitleV_Annual_Compliance_Cert
J. Balandran
Certi fication Report (Form 500-ACC)
intermittent compliance issues; period covered: Jul
compliance details
Logs
and mail copy to EPA
L. Umeda
ification_Report
- Jun
T. Dusenberry
Estimate of 4th quarter NOx emissions
4th Quarter QCER
Jacobs
Form completion; summarizes quarterly NOx
Mail copy to SCAQMD
Document Control
Number of employees at the start of the
August
29
Annually
SCAQMD
NOx RECLAIM Annual Permit
emissions; period covered: Jul -Jun; form
reporting period and any employee gains
Personnel Records
L. Umeda
Jacobs
M. Dickison
A. Dunavent
A. White
D. Quiroz
A. Alemu
J. Balandran
on SCAQMD-provided
D. Quiroz
\ch2m\Annual_Permit_Emissions_Prog
J. Balandran
Emissions Program (APEP) Report
provided by SCAQMD has 1st, 2nd, and 3rd
or losses during the period
forms
L. Umeda
ram
quarter emissions pre -populated
T. Dusenberry
Original submittal form, printed on
Original submittal form
L. Umeda
colored paper
provided by SCAQMD
Form completion stating that all monitoring
Document Control
August
31
Semi -Annually
SCAQMD
Title V Semi -Annual Monitoring
completed and notes any deviation; period
Confirmation that monitoring performed
Operations / Monitoring
D. Quiroz
Jacobs
M. Dickison
A. Dunavent
A. White
D. Quiroz
A. Alemu
J. Balandran
Mail copy to SCAQMD
D. Quiroz
\ch2m\TitleV_Semi-
J. Balandran
Report (Form 500-SAM)
covered: Jan -Jun
and no deviations
Logs
L. Umeda
Annual_ Monitoring_Report
T. Dusenberry
EPA GHG Inventory
Report
AB32 GHG Inventory
A. Alemu
Report - Subpart NN
D. Bergmann
AB32 GHG Inventory
Castro
Document Control
GHG Inventory Management Plan
Summarizes the City's GHGD
emissions data
Report - Electric Power
D. . Cordova
Prepared for internal
J. Balandran
\ch2m\GHG_InvenManagement_P
September
30
Annually
Internal e
collection and reporting per EPA, ARB, and TCR
GHG emission inventories
Entity (EPE)
Jacobs
Jacobs
G. Lee
A. Dunavent
S. McMackin
A. Alemu
Jacobs
Jacobs
(GHG IMP)
methodology
AB32 GHG Inventory
R. Rodriguez
records
L. Umeda
Ianan
Report - SF6 GIS
D. Quiroz
A. Serrano
T. Dusenberry
Equipment
C. Gaylen
City -Wide GHG Inventory
Report per TCR Guidance
City of Vernon
Per the CCR, Water Backflow Prevention Device
Mail copy to City of
Document Control
October
1
Annually
Health Department
Backflow Device Annual Test
must be tested / maintained; complete the form
Testing results
Test Report
Plumber
Plumber
N/A
N/A
N/A
D. Quiroz
Plumber
D. Quiroz
Vernon
L. Umeda
\ch2m\Backflow_Device _Test
provided by the Health Department
Health Department
Vernon Public Utilities
Attachment E: Compliance Calendar
Not Part of Jacobs Scope of Work
Vernon Public Utilities
Jacobs Internal Review Cycle
External Review Cycle
Report Submittal
Recordkeepin
Report
Report
Report Peer
Report Senior
Final Report
Month
Date
Frequency
enc
Report Name
Report Description
Required Data
Data Source
Data Provider i
Preparation
Preparation
Review
Review
Report Review 2
Report Approval
Submitter
Submittal Format
Report Distribution 3
Shared Server Folder
Upload
Groundwater volume by meter
Monthly Production
Reports
Imported water volume
CBMWD Invoices
Watervolume delivered to customers by
Water Consumption
meter
Report
Average water system operating
pressure
Static presssure data
Lenqth of water mains
Water system data
Count of service connections
Water system data
Meter testing/calibration records: City
Annual Well Meter Tests
SB 555 requires all urban retail water suppliers in
Meters
Document Control
Meter testing/calibration records:
CENB 38 Calibration
October
1
Annually
DWR
Water Loss Audit
the state to submit a completed and validated
J. Torres
Jacobs
M. Dickison
A. Dunavent
B. Manning
J. Torres
A. Alemu
J. Torres
Submit electronically via
J. Balandran
\ch2m\Potable_ Water_ System_Requir
Jacobs
water loss audit annually.
CBMWD Meter
Records
E. Schwing
DWR web portal
L. Umeda
ements\SB 555\
Total annual operating cost
Proprietary Drill Down
T. Dusenberry
financial information
Customer retail unit cost
Water Rates
Variable production cost
Proprietary Drill Down
financial information
Water system diagram
Water system schematic
Customer metering inaccuracy percent
Estimate
Data confidence grades
Discussion with J. Torres
Report must provide: 1) outline of plan to
Mail 5 copies to CECDocument
Control
Malburg Generating Station (Docket
accomplish design review, 2) complete design
Outline of plan
and submit electronically
L. Umeda
October
15
5 Years
CEC
01-AFC-25) Five Year Compliance
review of natural gas pipeline, and 3) detailed
Design review results
MGS Inspection Records
D. Bergmann
Jacobs
M. Dickison
A. Dunavent
J. Salamy
D. Bergmann
A. Alemu
J. Balandran
via email to CEC
D. Bergmann
\ch2m\Compliance_Report _HAZ-6
J. Balandran
Report (HAZ-6)
inspection of the natural gas pipeline
Inspection results
Compliance Project
T. Dusenberry
Manaqer
Report must provide: 1) plan to accomplish a full
Mail 5 copies to CEC
Malburg Generating Station (Docket
and comprehensive natural gas pipeline inspection
and submit electronically
Document Control
October
15
5 Years
CEC
01-AFC-25) Five Year Compliance
in the event of an earthquake and 2) results of
Plan
MGS Inspection Records
D. Bergmann
Jacobs
M. Dickison
A. Dunavent
J. Salamy
D. Bergmann
A. Alemu
J. Balandran
via email to CEC
L. Umeda
\ch2m\Compliance_Report
J. Balandran
Report (HAZ-7)
pipeline inspections after any significant seismic
Inspection results
Compliance Project
D. Bergmann
_HAZ-7
event in the area where surface rupture occurs
Manager
T. Dusenberry
within 1 mile of the pipeline
RrH.
Gonzales 1 Source Test Plan
Horizon Air
Horizon Air
Horizon Air
Document Control
October
22
5 Years
SCAQMD
H. Gonzales 1 Source Test Plan
Describes how CO emissions will be measured, as
developed by the company that will
Vendor Report
Measurement
Measurement
N/A
N/A
N/A
D. Quiroz
Measurement
D. Quiroz
Mail copy to SCAQMD
L. Umeda
\ch2m\Source Tests\HGonzales 1
L. I
required by the SCAQMD
perform the test
Services
Services
Services
A. Alemu
— —
T. Dusenberry
Quarterly fuel usage for Units D1, D2,
D25, D3, D4, D5, D6, and D7
Operation Logs
D. Quiroz
J. Balandran
Mail copy to SCAQMD
J. Balandran
NOx RECLAIM Quarterly
Summarizes NOx emissions from reporting period;
Document Control
D. Quiroz
\ch2m\Quartedy_Certification Emissio
SCAQMD Regulation XX
October
30
Quarterly
SCAQMD
Certification of Emissions Report
period covered: Jul - Sep
Quarterly fuel heating value and
(default heating value)
Jacobs
M. Dickison
A. Dunavent
A. White
D. Quiroz
A. Alemu
Submit electronically via
L. Umeda
—
ns_Report
(QCER)
emission factor for Units D1, D2, D25,
and Title V Permit
Jacobs
Jacobs
ERS Web Tool
T. Dusenberry
Jacobs
D3, D4, D5, D6, and D7
(emission factors)
Horizon Air
Horizon Air
Horizon Air
Document Control
December
5
5 Years
SCAOMD
H. Gonzales 2 Source Test
Source test for CO emissions
Source test results
Source Test Report
Measurement
Measurement
N/A
N/A
N/A
D. Quiroz
Measurement
D. Quiroz
Mail copy to SCAQMD
L. Umeda
\ch2m\Source_Tests\HGonzales_2
L. Umeda
Services
Services
Services
A. Alemu
T. Dusenberry
City of Vernon
Summarizes the City's carbon footprint and
TBD
TBD
Annually
Health Department
Sustainability Action Plan
measures the City's emissions reductions relative
Data used for GHG inventories
Varies
Jacobs
Ecotelesis
N/A
N/A
N/A
K. Allen
K. Allen
K. Allen
N/A
Document Control
N/A
N/A
to a base year
Lisa Umeda, as the Utilities Compliance Manager, vAll be cc'd on all data request emails.
Lisa Umeda, as the Utilities Compliance Manager, will be cc'd on all draft report review emails.
s Report Distribution column lists City staff who will receive each report in addition to those listed in the Report Approval and Report Submittal columns.
" Submittal date is set by SCAQMD when AER notices are sent out.
s The Quadrennial AB2588 Report is submitted as part of the AER every 4 years. It is next due in reporting year 2022. covering activity year 2021.
6 Although the GHG IMP is prepared for internal records, it is typically reviewed by the 3rd party consultant during verification of the ARB GHG Emissions Inventories.
I' Deadline subiect to modification by the City of Vernon Health Department.
EXHIBIT C
SCHEDULE
20 December 2019
To further inform the Work Plan and the associated cost estimate as a part of the Jacobs
Scope Proposal in response to the RFP Environmental Compliance Services, our team has
prepared this cost estimate. Identified in this cost estimate are our detailed assumptions for
the environmental compliance services tasks within this scope of work and, as requested by
the RFP, we have provided these in this separate document. These costs are associated with
the Proposal in response to the RFP for Environmental Compliance Services by Jacobs
Engineering Group Inc. (Jacobs) dated May 19, 2020.
Environmental Compliance Services Cost Assumptions
Per Item 4 of the City of Vernon's Standard Form Contract, contained in Exhibit B of the RFP,
it is assumed that the period of performance for the work described below would be up to
3 years in length, beginning July 2020. The budget details for this work is for a one-year
period and based on the 2021 fiscal year.
The project management component required to facilitate project coordination and help
assure ongoing environmental compliance is included in our one-year cost estimate,
entailing a nominal level of support to:
Prepare 12 monthly status reports and invoices
Track and summarize new or revised air quality, potable and recycled water, hazardous
materials, and greenhouse gas (GHG) regulations that relate to the City of Vernon Public
Utilities Department (VPU)'s operations for one year.
Additionally, at the onset of this project, Jacobs will revise the Instructions for the 2017-
2020 Environmental Support Services Project (last updated in 2017) based on information
obtained during the prior contract's activities. The revised document will be distributed to
the Jacobs team and VPU staff to confirm compliance obligations, staff expectations, and
project performance. This upfront communication component streamlines the delivery of
tasks throughout the period of performance.
The project management costs are based on previous experience and are called out as a
separate task for clarity. Note that a re -chartering meeting has not been included in this cost
estimate, as Jacobs conducted such a meeting with VPU in January 2020.
A. Air Quality
A.1 Reporting
Jacobs would like to clarify the following with regards to our cost estimate and the list of
compliance documents contained in Section 4.A.1 of the RFP:
Due to the Regional Clean Air Incentives Market (RECLAIM) Transition, the format or
submittal frequency of current Nitrogen Oxides (NOx) RECLAIM Quarterly Certification of
Emissions Reports (QCERs) may change during the contract period. Jacobs' cost estimate
assumes any new reporting requirements that would replace the QCER would require a
similar level of effort to prepare and are to be submitted no more than quarterly. New
reporting programs significantly different than the existing programs are not included in
this scope of work.
The Annual Emissions Report (AER) is the same as the Annual Criteria Pollutant and
Toxic Air Contaminant Emissions Report. Jacobs will prepare only one such report per
year. VPU's next Quadrennial Assembly Bill (AB) 2588 Report is due in March 2022. This
report is typically prepared and submitted as part of the AER to the South Coast Air
Quality Management District (SCAQMD). However, as indicated on Page 4 of the RFP,
VPU staff will prepare the Quadrennial AB 2588 Report, therefore this cost proposal
assumes that Jacobs will prepare the AER as requested but additional support as a part
of AB 2588 or other health risk assessment work is not included as a part of this
proposal. At VPU's request, Jacobs can assess the preparation of this report through a
change order.
The Title V Annual Compliance Monitoring Report is the same as the Title V Annual
Compliance Certification Report. Jacobs will prepare only one such report per year.
VPU submitted a Title V Permit Renewal Application to SCAQMD on April 27, 2020.
Jacobs has included up to 40 hours in the budget to provide coordination support as
SCAQMD reviews the application, which may include assistance with responses to
SCAQMD questions and review of the Draft Revised Permit. It is assumed that no onsite
or in person meetings will be required to complete this task.
To complete the Malburg Generating Station Five -Year Compliance Report (HAZ-6) and
the Malburg Generating Station Five -Year Compliance Report (HAZ-7), Jacobs assumes
that the client will provide the data and Jacobs' review will not include a pipeline design
review, detailed review of previous inspections conducted, or detailed review of
emergency response plans. Jacobs will prepare the plans using our regulatory experts to
confirm regulatory applicability. Jacobs assumes these reports would be similar to the
previous reports prepared in 2015.
Jacobs assumes all permit fees or other regulatory agency fees will be paid by the City
and these are not included in this cost estimate.
A.2 Inspections
Jacobs assumes that up to 40 hours would be available on an as -needed basis to address
comments from inspectors, provide responses to agencies, or to support additional
document preparation in response to regulatory requests.
A.3 RECLAIM Transition
Under task A.3, Jacobs proposes to prepare one Title V permit modification to incorporate
SCAQMD landing rules as a part of the RECLAIM transition. The level of effort for the permit
modification assumes that the low use provisions required under SCAQMD Rule 1135 will be
incorporated into the Title V permit renewal application that was submitted to SCAQMD in
April 2020. This level of effort does not include extensive negotiations with SCAQMD. The
Level of effort is assumed to be similar to or less than the previous Title V permit
modification, not to exceed 80 hours, and would occur after VPU received the renewed Title
V permit.
Jacobs' cost estimate assumes that VPU may request support to track and communicate air
quality regulatory changes occurring in the SCAQMD on behalf of VPU by attending
appropriate SCAQMD RECLAIM webinars and providing technical summaries as applicable to
VPU. In this cost estimate Jacobs has assumed up to 40 hours to support this work.
While not included in this scope of work, Jacobs has staff well -versed in other air quality
regulatory changes that may affect the City, such as AB 617 that affects several air toxic
rules, including the state's air toxics emissions reporting program under AB 2588.Our cost
estimate does not include support for this or for support to determine the City's prioritization
score pursuant to SCAQMD Rule 1402. However, if requested, Jacobs has staff that can
support additional on -call air quality compliance tasks through a change order.
B. Potable and Recycled Water
To address the compliance elements associated with potable and recycled water, as specified
in Section 4.13 of the RFP, Jacobs has included up to 30 hours to provide consulting services
on an as -needed basis. Tasks completed using this budget will be requested and approved
by VPU's Water Division.
Although not specifically requested in the RFP, our cost estimate also includes up to 90
hours to prepare a Water Loss Audit Report for validation and submittal to the California
Department of Water Resources (DWR) by October 1It each year, as required under 23
California Code of Regulations (CCR) §638. Completion of this work is subject to VPU Water
Division authorization.
Also, while not specifically requested in the RFP, our cost estimate includes the budget
required for a separate Jacobs Water Loss Audit Validation team to validate the Water Loss
Audit as described above.
C. Industrial Water
As specified in Section 4.0 of the RFP, our cost estimate includes preparation of the
Wastewater Treatment Surcharge Exemption Statement to verify VPU's continued exemption
from reporting discharge volumes to the County Sanitation Districts of Los Angeles County
(Sanitation Districts).
In our experience, VPU's discharge volumes may exceed the exemption threshold of one
million gallons per year, requiring preparation of a Short Form Surcharge Statement for
submittal to the Sanitation Districts. Jacobs has included a level of support to cover
preparation of the Short Form, as needed. Historically, VPU discharge has not exceeded six
million gallons per year, requiring preparation of a Long Form Surcharge Statement, and our
cost estimate assumes a Long Form will not be prepared.
D. Hazardous Materials
As specified in Section 4.D of the RFP, our cost estimate includes the preparation of the
Malburg Generating Station Annual Compliance Report (CUL-8) for submittal to
the California Energy Commission (CEC). Consultation with Jacobs' cultural resources experts
outside the scope of the CUL-8 would require authorization from VPU and a change order.
Our cost estimate assumes that VPU no longer requires support preparing and/or updating
its various Hazardous Materials Business Plans. If requested, Jacobs can provide this
additional service through a change order.
E. Greenhouse Gas
E.1 Reporting
Our cost estimate assumes that only one third -party will be contracted to verify both
inventories concurrently and that Jacobs will provide coordination support, which includes
attending verification meetings, responding to verifier inquiries, and, if applicable, revising
the GHG Emissions Inventories for resubmission to the California Air Resources Board (ARB).
It is assumed that one knowledgeable Jacobs team member will attend one on -site
verification meeting in person. Additional staff may attend using a teleconference if
requested.
The internal GHG inventory for City -owned facilities will be prepared in accordance with The
Climate Registry (TCR) Protocol. However, if data is not provided within 6-months of the
request, Jacobs will leverage our existing knowledge of site operations and will use our
assumptions and engineering estimates to complete the inventory.
The level of effort to complete the GHG reporting, GHG inventory management plan update,
and verification support activities will not exceed 204 hours.
E.2 Inspection and Audits
It is assumed for the cost estimation purposes that the level of effort to support ongoing
inspections and additional requests will not exceed 32 hours per year.
Environmental Compliance Support Proposed Costs
Jacobs will perform this work on a time -and -expenses not -to -exceed basis, under mutually
negotiated terms of a contract between VPU and Jacobs. Jacobs' proposed revisions to the
VPU's Standard Form Contract are included in this submittal. The cost estimate is based on
the Scope of Work identified in the RFP and assumptions stated in this proposal. If conditions
change, the budget will be revised accordingly and resubmitted to VPU.
COVID-19 Assumption
For the purposes of this proposal submittal, Jacobs assumes that COVID-19 travel
restrictions and stay-at-home orders will not impact our ability to deliver the scope of
services for the proposed cost provided. While Jacobs is not responsible for any project
impacts directly caused by COVID-19, we will proactively work with VPU to minimize any
potential impacts.
Actual costs to complete this work can be influenced by a variety of factors outside our
control and may be more or less than estimated here. Our billing and expense rates for the
potential 3-year term of this contract, beginning in July 2020, are shown in Exhibit 1. Exhibit
2 provides Jacobs' budget for the project by task. Exhibit 3 provides the total not -to -exceed
3-year contract amount. These budgets will not be exceeded without prior written approval
of VPU.
Exhibit 1. Labor Rate Schedule
Labor Classification
Hourly Billing Rate ($/Hour)
2020
2021
2022
2023
Principal
226
233
240
247
Senior Consultant
214
220
227
234
Senior Engineer/Scientist
195
201
207
213
Senior Technologist
177
182
188
193
Lead Engineer/Scientist
165
170
175
180
Project Engineer/Scientist
147
151
156
161
Associate Engineer/Scientist
128
132
136
140
Staff Engineer/Scientist
110
113
117
120
Junior Engineer/Scientist
98
101
104
107
Senior Technician/Graphics/Drafting
110
113
117
120
Office/Clerical/Accounting
80
82 —785
87
2020 rates are the same as those being used under Jacobs' current contract with the
City and will be held constant through 2020. Rates assume a 3 percent escalation per
year, beginning in calendar year 2021.
Exhibit 2. Proposed One Year Budget
Task
Description Hours
Labor
Expense
Subtotal
Environmental Compliance Support (1-Year Budget, 2021)
A
Air Quality
330
$43,846
$0
$43,846
B
Potable and Recycled Water
120
$18,005
$250
$18,255
C
Industrial Water
44
$6,570
$0
$6,570
D
Hazardous Materials
30
$4,257
$0
$4,257
E
Greenhouse Gas
236
$31,861
$600
$32,461
F
Project Management
52
$7,893
$0
$7,893
Grand Total One -Year
808
$112,421
850
$113,271
Expenses and travel will be billed at cost, except for automobile mileage, which will be
billed at $0.54 per mile, or the established federal rate for that year.
VPU is responsible for all compliance and regulatory fees. Expenses listed here are for
travel.
Exhibit 3. Three Year Contract Amount
Task
Description
Subtotal
Environmental Compliance Support (3-Year, Not -to -Exceed Total)
A
Air Quality
$131,577
B
Potable and Recycled Water
$54,780
C
Industrial Water
$19,715
D
Hazardous Materials
$12,744
E
Greenhouse Gas
$97,41 1
F
Project Management
$23,686
Grand Total One -Year
$339,913
Three-year contract accounts for the rate schedule from 2020-2023.
Jacobs requests consideration of the proposed revisions to the City's Standard Form
Contract, as contained in Exhibit B of the RFP. We believe these revisions help clarify each
party's responsibilities in a fair and reasonable manner for the services contemplated in the
RFP. These revisions are included in the attached red -lined version of Exhibit B.
EXHIBIT D
LIVING WAGE PROVISIONS
Minimum Living Wages:
A requirement that Employers pay qualifying employees a wage of no less than $10.30 per hour with
health benefits, or $11.55 per hour without health benefits.
Paid and Unpaid Days Off:
Employers provide qualifying employees at least twelve compensated days off per year for sick
leave, vacation, or personal necessity, and an additional ten days a year of uncompensated time for
sick leave.
No Retaliation:
A prohibition on employer retaliation against employees complaining to the City with regard to the
employer's compliance with the living wage ordinance. Employees may bring an action in Superior
Court against an employer for back pay, treble damages for willful violations, and attorney's fees, or
to compel City officials to terminate the service contract of violating employers.
21 December 2019
EXHIBIT E
EQUAL EMPLOYMENT OPPORTUNITY
PRACTICES PROVISIONS
A. Contractor certifies and represents that, during the performance of this Agreement, the
contractor and each subcontractor shall adhere to equal opportunity employment practices to
assure that applicants and employees are treated equally and are not discriminated against
because of their race, religious creed, color, national origin, ancestry, handicap, sex, or age.
Contractor further certifies that it will not maintain any segregated facilities.
B. Contractor agrees that it shall, in all solicitations or advertisements for applicants for
employment placed by or on behalf of Contractor, state that it is an "Equal Opportunity
Employer" or that all qualified applicants will receive consideration for employment without
regard to their race, religious creed, color, national origin, ancestry, handicap, sex or age.
C. Contractor agrees that it shall, if requested to do so by the City, certify that it has not, in the
performance of this Agreement, discriminated against applicants or employees because of their
membership in a protected class.
D. Contractor agrees to provide the City with access to, and, if requested to do so by City, through
its awarding authority, provide copies of all of its records pertaining or relating to its employment
practices, except to the extent such records or portions of such records are confidential or
privileged under state or federal law.
E. Nothing contained in this Agreement shall be construed in any manner as to require or permit
any act which is prohibited by law.
22 December 2019
City Council Agenda Item Report
Agenda Item No. COV-211-2020
Submitted by: Mark Aumentado
Submitting Department: Public Utilities
Meeting Date: June 16, 2020
SUBJECT
Amendment No. 1 to the Services Agreement with Pacific Advanced Civil Engineering, Inc. for Design
Services for Equipment and Site Improvements for Well No. 22
Recommendation:
A) Find that the proposed action is categorically exempt from California Environmental Quality Act
("CEQA") review, in accordance with CEQA Guidelines § 15301, because the project consists of the
maintenance, repair or minor alteration of existing facilities and involves negligible or no expansion of an
existing use; and
B) Approve and authorize the City Administrator to execute Amendment No. 1 to the Services
Agreement with Pacific Advanced Civil Engineering, Inc. (PACE) in substantially the same form as
submitted, for a not -to -exceed amount of $97,985.00, effective June 16, 2020, for additional design work
associated with the Well No. 22 project.
Background:
On March 3, 2020, City Council approved a Services Agreement with Pacific Advanced Civil
Engineering, Inc. (PACE) as the successful consultant selected for the Design Services for Equipment
and Site Improvements associated with the Well No. 22 project for a not -to -exceed amount of
$232,476.00. In coordination with City staff, PACE was contracted to design and draft plans and
specifications to equip Well No. 22 ("Well") with its permanent pumping equipment, install various site
improvements to develop the property, and to tie the Well into the City's existing distribution system.
In order to better understand the existing pressure characteristics of the distribution system, PACE
requested fire flow test data from fire hydrants on 50th Street to model the existing distribution system
and simulate flows and pressures within the system in preparation to integrate the Well with existing
infrastructure. PACE determined that the existing 10-inch cast iron pipe located on 50th Street may be
insufficient to flow the full potential capacity of the Well, approximately 2,000 gallons -per -minute (gpm).
Likely due to tuberculation, the accumulation and deposition of minerals and particulates from the water
supply over time, the inside diameter of the existing 10-inch cast iron pipe may have significantly
decreased since being installed in 1975. Consequently, if the Well is connected and operated at its full
capacity, the downstream customers may experience water pressures above the maximum 80
pounds -per -square -inch (psi), recommended bythe California Plumbing Code. PACE recommends
upgrading the existing water main on 50th Street to a 12-inch cement mortar -lined ductile iron pipe from
Soto Street to Boyle Avenue. The increased pipe cross section area will allow water to flow more freely
to maintain more typical system pressures. The existing water mains on Soto Street and Boyle Avenue
provide additional downstream outlets for water from the new Well to flow; therefore, at this time,
upgrades further downstream are not recommended.
Upon discussion with City staff, PACE submitted an Authorization for Change Order dated May 1, 2020,
to increase the scope of the Design Services for Equipment and Site Improvements for Well No. 22 to
include preparation of additional plans and specifications to upgrade the water main on 50th Street from
Soto Street to Boyle Avenue. PACE will perform additional topographic surveys along 50th Street,
provide a corrosion control design for the new ductile iron pipe, and provide additional timely details that
can be adopted into future planned main replacement and upgrade projects. City staff evaluated the
Authorization for Change Order and determined that the additional work is necessary to utilize the full
capacity of the new Well. As the new Well will be the highest producing ground water Well in the system,
the water main upgrade is crucial. As such, staff prepared an Amendment No. 1. The proposed
amendment has been reviewed and approved as to form by the CityAttorney's Office.
Fiscal Impact:
The Services Agreement with PACE for the Design Services for Equipment and Site Improvements to
Well No. 22 was approved for a not -to -exceed amount of $232,476.00. The cost of this expense for
design services for the new Well was included in the approved Water Division Budget FY2019-2020.
approved, the amendment provides additional compensation in the amount of $97,985.00 for the
increased scope to include design services to upgrade the water main on 50th Street for a total project
cost not -to -exceed $330,461.00. The cost of the additional compensation is included in the approved
Water Division Budget for FY2020-2021 and there are sufficient funds available. Water main
replacement projects are included in the Water Division Capital Improvement Plan (CIP). All costs
associated with this Services Agreement will funded utilizing bond proceeds.
Attachments:
1. Amendment No. 1 - Pacific Advanced Civil Engineering Inc.
AMENDMENT NO. 1 TO THE SERVICES AGREEMENT BETWEEN THE CITY OF
VERNON AND PACIFIC ADVANCED CIVIL ENGINEERING, INC. (PACE)
FOR DESIGN SERVICES FOR EQUIPMENT AND SITE
IMPROVEMENTS FOR WELL NO. 22
This Amendment ("Amendment No. 1 ") to that certain Agreement for design services for
equipment and site improvements for well no. 22 (the "Agreement"), is made as of
June 16, 2020, by and between the City of Vernon, a California charter city and municipal
corporation (the "City"), and Pacific Advanced Civil Engineering, Inc. (PACE), a California
corporation ("Contractor").
WHEREAS, the City and Contractor are parties to a written Agreement dated March 16,
2020, under which Contractor provides design services for equipment and site improvements for
well no. 22; and
WHEREAS, in light of additional required work, the City and Contractor desire to amend
the Agreement, effective June 16, 2020, to increase Contractor's total compensation by an
amount not to exceed $97,985.00 for the design and draft plans and specifications to replace and
upgrade approximately 2,000 lineal feet of existing 10" diameter cast iron water main to a 12"
diameter cement mortar -lined ductile iron water main on 50th Street from Boyle Avenue to Soto
Street. Additional work includes topographic surveys, corrosion control design of ductile iron
pipe, and development of up-to-date details for use in future main replacement and upgrade
projects. A copy of the correspondence dated May 1, 2020, provided by Contractor is attached
hereto as Exhibit A.
NOW, THEREFORE, the parties to this Amendment No. 1 agree as follows:
1. Effective as of June 16, 2020, the total compensation for term of the Agreement,
from May 16, 2020 through May 15, 2022, shall not exceed $330,461.00.
2. Except as expressly modified by this Amendment No. 1, all provisions of the
Contract shall remain in full force and effect.
3. The provisions of this Amendment No. 1 shall constitute the entire contract of the
parties with respect to the subject matter included in this Amendment No. 1 and shall supersede
any other agreement, understanding, or arrangement, whether written or oral, between the parties
with respect to the subject matter of this Amendment No. 1.
4. The person or persons executing this Amendment No. 1 on behalf of each of the
parties warrants and represents that he or she has the authority to execute this Amendment No.
on behalf of that party and has the authority to bind that party to the performance of its
obligations hereunder.
IN WITNESS WHEREOF, the parties have signed this Amendment No. 1 as of the date
stated in the introductory clause.
[SIGNATURES FOLLOW ON NEXT PAGE]
-1-
CITY OF VERNON a California charter city
and municipal corporation
Carlos Fandino, City Administrator
ATTEST:
Pacific Advanced Civil Engineering, Inc. (PACE),
a California corporation
By:
Name:
Title:
By:
Name:
Lisa Pope, City Clerk
Title:
APPROVED AS TO FORM:
Arnold M. Alvarez-Glasman,
Interim City Attorney
-2-
EXHIBIT A
PACE
Advanced Water Engineering
AUTHORIZATION FOR CHANGE ORDER
TO: City of Vernon, Public Utilities
4305 S. Santa Fe Avenue
Vernon, CA 90058
ATTN:
DATE:
PROJECT
Phone (323) 583-8811 x309 C.O. AUTH. #:
Mark Aumentado
May 1, 2020
B626 —Well No. 22 & 10" Pipe
Replacement
#1
PACE is requesting authorization for additional budget to perform following new tasks.
Overview:
PACE's current scope of work with the City of Vernon (City) pertains to engineering design services to
equip Well No. 22 for a total contract amount of $232,476. City staff recently performed flow testing along
2,000 lineal feet of existing 10-inch cast iron pipe on E. 50th Street (which is estimated to have been
installed around 1975), and found that pipeline capacity has been significantly reduced due to
tuberculation build-up inside the pipe. Such a phenomenon is quite common for older cast iron pipes,
which were originally installed without any cement mortar lining. Tuberculation is known to gradually
reduce the inside diameter of a pipeline through accumulation of and deposition of minerals and
particulates from the water source supply. Well No. 22's design capacity is estimated to be 2,500 gallons
per minute (gpm). If this stretch of 10-inch (with a reduced inner diameter due to tuberculation) is left in
place when the well operates at the maximum design capacity, it would trigger a significant amount of
pressure increase to existing customers connected to that pipe, which can harm and potentially burst
pipes within private property.
It is PACE's understanding that the City desires to replace the 10-inch cast iron pipe after completion of
the Well No. 22 project. As such, Well No. 22 would temporary operate at a lower maximum flow setting,
in order to eliminate potential high-pressure occurrences on this specific section of pipe. After the 10-inch
cast iron pipe is replaced with a new 12-inch cement mortar -lined ductile iron pipe, Well No. 22's flow
restriction would be removed, thereby allowing the well to operate up to its design capacity. From a
rough -order of magnitude perspective, the contractor's portion of construction cost alone would be on the
order of $800,000 to $900,000. Note: Since this is a pipeline replacement project, CEQA Categorical
Exemption is applicable and assumed for this change order proposal.
Summary of Scope:
This request for additional scope/design tasks includes:
• Performing additional topographic surveys along E. 50th Street, between Soto Street and Boyle
Avenue;
• Providing corrosion control design for the new ductile iron pipe;
• Developing new and up-to-date details for this project that can subsequently be adopted to
update the City's standard plans
• Preparing construction plans and specifications for a separate bid package from the water well
project;
• Providing pre -bid engineering support;
• Providing construction administration support for review of RFIs and Submittals; and
• Preparation of record drawings.
Mark Aumentado — Change Order #1 May 1, 2020
Well No. 22 & 10" Pipe Replacement — City of Vernon / #B626 Page 2 of 3
Task 05 — (Pipeline) Preliminary Design Development
Task 5.1 — Data Collection & Review
o Review Existing & New Information - PACE will review all available information, record
drawings, and available City standard plans. Furthermore, PACE will assist the City to
request all 3rd party underground utilities record drawings for preparation of base maps for
design.
o Topographic Survey - PACE will coordinate with a separate sub -consultant to provide
topographic survey of the area of pipeline replacement on E. 50th Street.
o Corrosion Control - PACE will coordinate with a separate sub -consultant to provide corrosion
control design parameters and details for the new 12-inch ductile iron pipeline.
Task 06 — (Pipeline) Construction and Specification Preparation
Since City's existing water standard plans for water distribution piping (12-inch or less) are limited and
needs to be updated, PACE will need to develop up-to-date water standard details and specifications that
are acceptable to the City's current design and operation and maintenance principles. Such details can
later be adopted as part of the City's updated water standard plans for distribution piping. Below is a list of
tentative water details that needs to be updated, or needs to be created for this pipeline replacement
project:
• Concrete thrust blocks and gravity blocks on pipe fittings
• Acceptable type of thrust restraints for buried distribution pipes
• Domestic water services (1-inch to 2-inch)
• Industrial domestic water services (Y and over)
• Fire services (Y and over)
• Fire hydrant with cathodic protection
• Gate valves with cathodic protection
• Pump -out assembly with cathodic protection
• Cut -in gate valve, tee, or cross assembly with cathodic protection
• Valve cover assembly
• Air vacuum and release valve assembly and access can
• Complete cathodic protection details, including joint bonding, welding, test stations, anode beds,
insulating joints, etc.
• Pipe trench with T-patch type of paving restoration
• Separation of water pipes from sewer, storm drain, and recycled water line (parallel and crossing)
• Connection options of new DIP to existing cast iron pipeline
• Abandon waterline and capping of ends
• Methods for cutting and plugging active pipes
• Acceptable method of pipeline disinfection and pressure testing requirements
Task 6.1 - Progress Meetings and Project Management - PACE will develop a project
schedule using Microsoft Project, showing pertinent tasks, milestones, staff review time (two
weeks typical), etc. and will be updated for every progress meeting.
Task 6.2 — 60% Plans Submittal
Task 6.3 — 90% Plans, with Specifications Submittal
Task 6.4 — 100% Final Plans, with Specifications and Cost Estimate Submittal
Task 07 — (Pipeline) Preconstruction and Post Protect Award
Task 7.1 - Pre -Bid Engineering Support (Mandatory Construction Meeting, Prepare
Addendums, etc.)
0090%._�
PACE
Mark Aumentado — Change Order #1
Well No. 22 & 10" Pipe Replacement — City of Vernon / #B626
Task 7.2 — Assist with Bid Selection, Review of Bids & Contract Negotiation
Task 7.3 — Construction Engineering Support
o Coordination of Project Construction with the Primary Contractor for RFIs
o Review and Approve All Shop Drawings and Submittals
Task 7.4 — Record Drawings
Compensation:
May 1, 2020
Page 3 of 3
PACE will complete the work outlined herein and invoice the City monthly on a percentage of completion
basis for the Not -To -Exceed amount of $97,985 in accordance with the attached hourly rate and
engineering fee estimate.
NOTE: All of the above fees are Not -To -Exceed amounts and will not be exceeded without prior written
consent.
Assumptions:
• City will exercise all applicable isolation valves to identify all non-functioning valves near the start
of the project.
• City will identify all existing domestic and fire services impacted within the project limit, and
provide PACE with direction n the limit of replacement for each services.
Task Description: Professional Fee:
Task 05 — (Pipeline) Preliminary Design Development $ 33,310
Task 06 — (Pipeline) Construction and Specification Preparation $ 56,630
Task 07 — (Pipeline) Preconstruction and Post Project Award 8,045
This Request - Change Order #1:
Estimated By: May 1, 2020
Duncan Lee, PE — PACE Date
AGREED TO AND ACCEPTED BY:
By
Mark Aumentado - City of Vernon
Date
00"ft._�
PACE
Fee Schedule and Rate Sheet Matrix
Project Name: Equipment and Site Improvements for Well No. 22 & Pipeline Replace.
Client: City of Vernon
PACE Job Number: #13626 PAC E
Estimate Date: May 1, 2020 (Change Order #1) Advanced Water Engineering
Fees from these sub -consultants cannot be broken
II Estimated Sub -Consultants Manhours II
Guida Surveying
Total Fee: ** 1 $97,985
" Reimbursable Permit Fees Not Included
0
(Permits Not Yet Identified)
Estimated
PACE
Manhours
coi
Fee Summary
(Excludes
Optional
Tasks)
Fee
Summary of
Optional
Tasks
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Task 5 - (Pipeline) Preliminary Design Development
0
0
0
12
34
0
0
0
12
0
2
0
0
24
2
6
18
24
2
0
148
$26,810
$6,500
$33,310
n
to
$0
$0
2
Task 5.1 - Data Collection & Review
12
12
34
12
2
24
2
6
18
24
2
148
$26,810
$6,500
$33,310
$0
$0
3
Review Existing & New Information
8
8
24
40
$6,720
$6,720
u
$0
$0
4
Topographic Survey
2
4
1
24
2
6
18
24
2
83
$16,450
$16,450
0
$0
$0
5
Corrosion Control
4
4
8
8
1
25
$3,640
$6,500
$10,140
0
$0
$0
6
Task 6 - (Pipeline) Construction and Specifications Preparation
0
52
0
0
0
78
123
0
19
150
0
19
0
0
0
0
0
0
0
0
0
441
$56,630
$0
$56,630
$0
$0
7
Task 6.1- Progress Meetings and Project Management
18
6
24
$4,350
$4,350
0
$0
$0
8
Task 6.2 - 60% Plans Submittal
24
50
75
15
100
8
272
$34,250
$34,250
0
$0
$0
9
Task 6.3 - 90% Plans, with Specifications Submittal
8
20
40
4
50
4
126
$15,360
$15,360
0
$0
$0
10
Task 6.4 -100% Final Plans, with Specifications and Cost Estimate Submittal
2
8
8
1
19
$2,670
$2,670
0
$0
$0
11
Task 7- (Pipeline) Pre -Construction and Post Project Award
0
11
0
0
0
32
0
0
0
4
0
1 6
0
0
0
0
0
0
0
0
0
53
$8,045
$0
$8,045
$0
$0
12
Task 7.1- Pre -Bid Eng. Support (Mandatory Const. Mtg, Addendums, etc)
4
6
1
11
$1,840
$1,840
J
$0
$0
13
Task 7.2 - Assist with Bid Selection, Review Bids & Contract Negotiation
2
6
8
$1,330
$1,330
0
$0
$0
14
Task 7.3 - Construction Engineering Support
4
16
4
24
$3,580
$0
$3,580
J
$0
$0
$0
15
Coordination w/Construction forRFls
2
8
2
12
$1,790
$1,790
0
$0
$0
16
Review and Approve All Shop Drawings and Submittals
2
8
1
2
12
$1,790
$1,790
0
$0
$0
17
ITask 7.4 - Record Drawings
1
4
:4::]-
1
10
$1,295
$1,295
0
$0
$0
L11
Total Fee (Excluding
Optional Tasks)
642
$91,485
$6,500 I
$97,985
$0
0
$0
Change Order #1 Fee Schedule and Rate Sheet Matrix 1 of 1
City Council Agenda Item Report
Agenda Item No. COV-213-2020
Submitted by: Diana Figueroa
Submitting Department: City Administration
Meeting Date: June 16, 2020
SUBJECT
Fiscal Year (FY) 2019/2020 Docket III Grants Awarded by Vernon CommUNITY Fund Grant Committee
Recommendation:
Receive and file the report, as it is being provided for informational purposes only pursuant to Section
2.167(e) of the Vernon Municipal Code.
Background:
On May 20, 2020, the Vernon CommUNITY Fund Grant Committee (Grant Committee) held its third and
final grant award meeting for the 2019/2020 Fiscal Year. There were two (2) Direct Service Grant
applicants, three (3) Capital Grant applicants, and eight (8) Scholarship Grant applicants included on the
third docket (listed below) and all were approved by the Grant Committee at the terms recommended:
Direct Service Grantees
1) Applicant: Inclusive Action for the City
Original Amount Requested: $60,000
Amount Recommended: $34,725
Proposed Term: 1 year
2) Applicant: YMCA Metropolitan Los Angeles*
Original Amount Requested: $100,000
Amount Recommended: $40,000
Proposed Term: 1 year
*Returning Grantee
Capital Grantees
1) Applicant: LA Music and Art School
Original Amount Requested: $31,600
Amount Recommended: $31,600
Proposed Term: 1 year
2) Applicant: Mark Taper Foundation Shelter
Original Amount Requested: $35,906
Amount Recommended: $24,775
Proposed Term: 1 year
3) Applicant: Southeast Community Foundation*
Original Amount Requested: $25,000
Amount Recommended: $25,000
Proposed Term: 1 year
*Returning Grantee
Scholarship Grantees
1) Applicant: Mariela Barrales
Amount: $2,000
School: Garfield High School
Resident City: East Los Angeles
2) Applicant: Angelica Garcia
Amount: $2,000
School: Garfield High School
Resident City: East Los Angeles
3) Applicant: Daniel Gonzalez
Amount: $3,000
School: Maywood Center for Enriched Studies Magnet School
Resident City: Bell
4) Applicant: Britney Juarez
Amount: $2,000
School: Garfield High School
Resident City: East Los Angeles
5) Applicant: Sara Lopez
Amount: $3,000
School: Garfield High School
Resident City: East Los Angeles
6) Applicant: Arely Ordonez
Amount: $3,000
School: Bell High School
Resident City: Huntington Park
7) Applicant: Samantha Tamayo
Amount: $2,000
School: Bell High School
Resident City: Huntington Park
8) Applicant: Citlaly Zazueta
Amount: $3,000
School: Marquez School of Social Justice
Resident City: Huntington Park
Section 2.167(e) of the Vernon Municipal Code requires the Grant Committee Executive Director (City
Administrator) provide the City Council a report of the grant related actions taken by the Grant
Committee within 30 days of any regular meeting and within 15 days of any special meeting at which
grants are awarded. Certificates will be delivered to all Grant Recipients to acknowledge their awards.
Fiscal Impact:
The Fiscal Year 2019/2020 Docket III total grant award amount of $176,100 (which includes Direct
Service, Capital, and Scholarship grants) is included in the 2019/2020 City Budget, and category
subtotals are within the fiscal year allocations for each type of grant award.
Attachments:
City Council Agenda Item Report
Agenda Item No. COV-234-2020
Submitted by: Javier Valdez
Submitting Department: Finance/Treasury
Meeting Date: June 16, 2020
SUBJECT
Property and Casualty Insurance Placements for Fiscal Year 2020-21
Recommendation:
Approve procurement of annual insurance coverage for fiscal year 2020-21 for total annual premiums not
to exceed $1,216,866.
Background:
The City retained AON Insurance Services (AON) to conduct an analysis to determine appropriate
insurance coverages and carriers for the upcoming fiscal year. AON worked diligentlywith the Finance
Department to identify appropriate coverage types, coverage amounts, self -insured retentions
(deductibles), and competitive pricing in conjunction with the annual renewal process. AON annually
evaluates the marketplace and solicits quotes from insurance carriers to ensure competitive rates are
obtained. On certain coverages, up to 14 insurance carriers were solicited. The analysis included
working with insurance underwriters from the City's existing insurance carriers and potential new ones
were solicited. This process included providing requested financial and claims information to insurance
carriers to help obtain required coverage at a competitive price and terms. In addition, professional
property and equipment site assessments were done to make sure coverage limits are appropriate and
that safe conditions exist.
The insurance negotiation and placement process was concluded on June 8, 2020. The current
schedule of coverage and associated premiums for each type of coverage are summarized in the
attached Fiscal Year 2020-21 Summary of Insurance Premiums. The final premium amount of
$1,216,866 is less than the budgeted amount of $1,237,142 for a savings of $20,276.
The proposed coverages have been determined to be prudent and appropriate to safeguard the City.
Pursuant to Vernon Municipal Code Section 2.17.12(A) (8), insurance contracts are exempt from the
competitive bidding requirements, but insurance brokers and agents must be procured through a
competitive selection process unless commercially unreasonable to do so. AON was retained following
a noticed Request For Proposals process in 2018.
Fiscal Impact:
The total cost for insurance coverage is budgeted in the Fiscal Year 2020-21 adopted budget with
sufficient funding.
Attachments:
1. FY 2020-21 Summary of Insurance Premiums
Fiscal Year 2020-21 Summary of Insurance Premiums
Insurance Type
Coverage / Deductible
Premium
Property - Power Generating
$246 Million Limit,
$490,438
Various Deductibles
Residential Property
$9.5 Million Limit,
$28,924
$2,500 Deductible
Auto Physical Damage (CE/APP)
$10 Million Limit,
$20,099
$5,000 Deductible
Excess Public Liability
$20 Million Limit,
$192,650
$2 Million Deductible
Premises Pollution/Environmental
$5 Million Limit,
$28,456
Impairment Liability
$1 Million per claim,
$25,000 Deductible
Cyber Liability
$3 Million Limit,
$36,557
$100,000 Deductible
Public Official Errors & Omissions
$2 Million Limit,
$148,932
& Employment Practice Liability
$250,000 Deductible
Government Crime
$1 Million Limit,
$3,114
$25,000 Deductible
Excess Worker's Compensation
$50 Million Limit,
$135,008
$1 Million Deductible
Standalone Terrorism
$100 Million Property Terrorism,
$39,235
$5 Million Terrorism Liability,
$5 Million Active Shooter,
$10,000 Deductible
Special Event GL
$2 Million Limit,
$953
Various Deductibles
Brokerage Service Fee
1
$92,500
Total Amount $1,216,866
City Council Agenda Item Report
Agenda Item No. COV-215-2020
Submitted by: Diana Figueroa
Submitting Department: City Administration
Meeting Date: June 16, 2020
SUBJECT
Jaw Bone Canyon Property in Kern County
Recommendation:
A. Find that the proposed action is statutorily exempt from California Environmental Quality Act ("CEQA")
review, in accordance with CEQA Guidelines § 15262, because the project only involves feasibility or
planning studies for possible future actions which the City has not approved, adopted, or funded; and
B. Hold a discussion with Lorelei Oviatt, Kern County's Planning and Natural Resources Director, and
provide direction to staff.
Background:
At its April 7, 2020 meeting, City Council received background information on the City -owned property it
Jaw Bone Canyon, Kern County. The presentation was designed to provide an overview of the City's
property, history about the land since its purchase, information about the various research/studies
performed, and the challenges faced in the City's pursuit of feasible renewable energy projects in Jaw
Bone Canyon. At the meeting, the majority of the Council determined that the pursuit of any renewable
energy project was not appropriate at this point in time due to economic uncertainty related to the
COVID-19 pandemic. Further, it was the collective opinion of Council that, if a project of any kind were to
be considered, a competitive bidding and selection process should be completed prior to the City
establishing a contractual relationship with any renewable energy land development firm.
Subsequent to the April meeting, City Council, City staff, and developer representatives participated in a
tour of the City's property during a Special City Council meeting on June 8, 2020. All participants were
provided an opportunity for a firsthand view of the regional landscape, City -owned acreage, and
neighboring renewable projects.
Since the acquisition of the property in 2008, Kern County staff has been instrumental in providing
valuable guidance to the City on the requirements, considerations, and restrictions of renewable energy
projects in the region. Specifically, Lorelei Oviatt, Kern County's Planning and Natural Resources
Director, has worked hand -in -hand with the City through the years. Since Ms. Oviatt was unable to attend
the June 8th Special City Council meeting, she has offered to participate in a discussion with City
Council at its June 16, 2020 meeting to elaborate on the current regulatory dynamics in Kern County.
Fiscal Impact:
There is no fiscal impact associated to this report.
Attachments:
City Council Agenda Item Report
Agenda Item No. COV-238-2020
Submitted by: Lilia Hernandez
Submitting Department: City Administration
Meeting Date: June 16, 2020
SUBJECT
Ratify Appointment of Health Officer for the City of Vernon
Recommendation:
Adopt Resolution No. 2020-22 ratifying the appointment of Laurene Mascola, M.D., MPH as Health
Officer for the City of Vernon
Background:
Pursuant to California Health & Safety Code (HSC) 101450, each city is mandated to take measures as
may be necessary to preserve and protect public health. As the health officer plays a key part in the duty
to safeguard public health, the HSC 101460 also requires each city to appoint a health officer, who must
be a physician, unless they contract with the county. While the City of Vernon has maintained its own
health department, the City has not appointed a physician or contracted with the County of Los Angeles
to serve as the City's health officer. As required by State law, the City must appoint a health officer in
order to formalize the roles and responsibilities of the Health Department and exercise its full delegated
authority. With the ongoing COVID-19 pandemic, the need for the City to have its own Health Officer has
become indispensable as there is an increasing need for the City to address public health matters
occurring within the City's boundaries.
The position of Health Officer requires a highly specialized degree of qualifications and expertise,
namely a medical degree and experience working in a public health setting. After a careful search and
thorough review of qualifications conducted by the Director of the Health and Environmental Control
Department, it was determined that Dr. Laurene Mascola was a qualified and suitable candidate to serve
as the City's Health Officer. Dr. Mascola possesses the necessary educational qualifications and
breadth of experience in public health and epidemiology. Dr. Mascola has served as the Chief of the Los
Angeles County Department of Public Health Acute Communicable Disease Control (ACDC) Program,
which performs disease surveillance and epidemic control activities for more than 60 diseases. Dr.
Mascola provided oversight for the County's programs for immunization, food and water safety,
epidemiology, vectorborne (insect) disease, hospital outbreaks and bloodborne diseases. She has
extensive experience in epidemiology and disease prevention, publishing more than 100 articles and
abstracts in numerous medical and public health journals. Dr. Mascola trained at the Centers for Disease
Control's Epidemic Intelligence Service in Atlanta and has worked for the World Health Organization in
Ethiopia, Brazil, India and Nepal.
On March 14, 2020, then Mayor Melissa Ybarra acting as the Chief Executive Officer of the Disaster
Council declared the existence of a local emergency due to the COVID-19 pandemic. Subsequently, on
March 17, 2020, the City Council adopted Resolution No. 2020-06 ratifying the emergency proclamation
and empowering the City Administrator, as the Director of Emergency Services, to carry out all
emergency powers conferred upon him by local and state laws, and by all other lawful authority, as may
be necessary to protect life and property.
Vernon Municipal Code Section 8.8 dictates that the City Ad mini strator acting as the Director of
Emergency Services, is authorized to requisition necessary personnel for any City Department. After
consulting with the Interim City Attorney, on June 9, 2020, the City Administrator acting as the Director of
Emergency Services, appointed Dr. Mascola to serve as the City's Health Officer effective as of June 1,
2020 and approved a related Services Agreement for this purpose. In approving the agreement with Dr.
Mascola, the City Administrator found that the agreement was exempt from competitive selection
requirements, pursuant to Vernon Municipal Code Section 2.17.12 (B) (2) as it was in the best interest of
the City to award the contract to Dr. Mascola without a competitive selection process due to the
immediate and indispensable need for health officer services.
The services agreement with Dr. Mascola was reviewed and approved as to form by the Office of the
City Attorney prior to execution. Staff is now requesting that the City Council adopt Resolution No.
2020-22 ratifying the appointment of Dr. Mascola to serve as the City's Health Officer.
Fiscal Impact:
The fiscal impact of the services agreement with Dr. Mascola is a not -to -exceed amount of $85,000.
Sufficient funds are available in the Health Department Budget for this necessary expense.
Attachments:
1. Resolution No. 2020-22 Ratifying Health Officer Appointment
RESOLUTION NO. 2020-22
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON
RATIFYING THE APPOINTMENT OF LAURENE MASCOLA, M.D., MPH
AS HEALTH OFFICER FOR THE CITY OF VERNON AND APPROVING
AND RATIFYING THE EXECUTION BY THE CITY ADMINISTRATOR OF
A RELATED ESSENTIAL SERVICES AGREEMENT
SECTION 1. Recitals.
A. Pursuant to California Health & Safety Code (HSC) 101450, each City is mandated
to take measures as may be necessary to preserve and protect public health.
B. As required by HSC 101460, and since the City does not currently contract with
the County, the City must appoint a health officer in order to formalize the roles and
responsibilities of the Health Department and exercise its full delegated authority.
C. With the ongoing COVID-19 pandemic, the need for the City to have its own Health
Officer has become indispensable as there is an increasing need for the City to address
public health matters occurring within the City's boundaries.
D. On June 9, 2020, the City Administrator acting as the Director of Emergency
Services and pursuant to Vernon Municipal Code Section 8.8, appointed Laurene
Mascola, M.D., MPH ("Dr. Mascola") to serve as the City's Health Officer effective as of
June 1, 2020 and approved and executed a related Services Agreement for this purpose.
E. The City Council of the City of Vernon desires to ratify the appointment of Dr.
Mascola to serve as Health Officer for the City of Vernon, and hereby approves the
Agreement and ratifies and confirms the execution by the City Administrator.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
VERNON AS FOLLOWS:
SECTION 2. The City Council hereby finds and determines that the above
recitals are true and correct and incorporates them herein by this reference.
SECTION 3. The City Council hereby confirms the appointment of Laurene
Mascola, M.D., MPH to serve as the Health Officer for the City of Vernon effective June
1, 2020.
SECTION 4. The City Council hereby approves, ratifies and confirms the
execution of the Services Agreement by the City Administrator with Dr. Mascola to serve
as Health Officer for the City of Vernon, a copy of which is attached hereto as Exhibit A.
Resolution No. 2020-22
Page 2 of 20
SECTION 5. The City Clerk shall certify the passage and adoption of this
resolution and enter it into the book of original resolutions.
APPROVED AND ADOPTED this 161" day of June, 2020.
LETICIA LOPEZ, Mayor
ATTEST:
LISA POPE, City Clerk
(seal)
APPROVED AS TO FORM:
ARNOLD M. ALVAREZ-GLASMAN,
Interim City Attorney
Resolution No. 2020-16
Page 3 of 20
EXHIBIT A
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND LAURENE
MASCOLA, M.D., M.P.H., FOR HEALTH OFFICER SERVICES
Contractor:
Notice Information - Contractor:
Notice Information - City!
Commencement Date:
Termination Date:
Consideration:
COVER PAGE
Laurene Mascola, M.D., M.P.H.
Address on file with Health Department
Phone: (818) 952-4148
Facsimile: (818) 952-4945
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Attention: Freddie Agyin
Director of Health and
Environmental Control
Telephone: (323) 583-8811 ext. 840
email: FAgyin@ci.vernon.ca.us
June 1, 2020
May 31, 2021
Total not to exceed $85,000 (includes all
applicable sales tax); and more particularly
described in Exhibit C
Records Retention Period Three (3) years, pursuant to Section 11.20
Resolution No. 2020-16
Page 4 of 20
SERVICES AGREEMENT BETWEEN THE CITY OF VERNON AND LAURENE MASCOLA,
M.D., M.P.H..FOR HEALTH OFFICER SERVICES
This Contract is made between the City of Vernon ("City"), a California charter City and
California municipal corporation ("City"), and Laurene Mascola, M.D., M.P.H. (Contractor).
The City and Contractor agree as follows:
1.0 EMPLOYMENT OF CONTRACTOR. City agrees to engage Contractor to
perform the services as hereinafter set forth as authorized by the City Administrator.
2.0 SCOPE OF SERVICES.
2.1 Contractor shall perform all work necessary to complete the services set
forth in the Scope of Services, Exhibit "A".
2.2 All services shall be performed to the satisfaction of City.
2.3 All services shall be performed in a competent, professional, and
satisfactory manner in accordance with the prevailing industry standards for such services.
3.0 PERSONNEL.
3.1 Contractor represents that she is a sole practitioner and does not employ,
nor will employ others to perform the services under this Contract.
3.2 Contractor shall not subcontract any services to be performed by it under
this Contract without prior written approval of City.
3.3 All of the services required hereunder will be performed by Contractor or
by City -approved subcontractors. Contractor, and all personnel engaged in the work, shall be
fully qualified and authorized or permitted under State and local law to perform such services
and shall be subject to approval by the City.
4.0 TERM. The term of this Contract shall commence on June 1, 2020, and it shall
continue through May 31, 2021, unless terminated at an earlier date pursuant to the provisions
thereof.
5.0 COMPENSATION AND FEES.
5.1 Contractor has established rates for the City of Vernon which are
comparable to and do not exceed the best rates offered to other governmental entities in and
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Resolution No. 2020-16
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around Los Angeles County for the same services. For satisfactory and timely performance of
the services, the City will pay Contractor in accordance with the payment schedule set forth in
Exhibit "B" attached hereto and incorporated herein by reference.
5.2 Contractor's grand total compensation for the entire term of this Contract,
shall not exceed $85,000 without the prior authorization of the City, as appropriate, and written
amendment of this Contract.
5.3 Contractor shall, at its sole cost and expense, furnish all necessary and
incidental labor, material, supplies, facilities, equipment, and transportation which may be
required for furnishing services pursuant to this Contract. Materials shall be of the highest
quality. The above Contract fee shall include all staff time and all clerical, administrative,
overhead, insurance, reproduction, telephone, air travel, auto rental, subsistence, and all related
costs and expenses.
5.4 City shall reimburse Contractor only for those costs or expenses
specifically approved in this Agreement, or specifically approved in writing in advance by City.
Unless otherwise approved, such costs shall be limited and include nothing more than the
following costs incurred by Contractor:
5.4.1 The actual costs of subcontractors for performance of any of the
services that Contractor agrees to render pursuant to this Agreement, which have been
approved in advance by City and awarded in accordance with this Agreement.
5.4.2 Approved reproduction charges.
5.4.3 Actual costs and/or other costs and/or payments specifically
authorized in advance in writing and incurred by Contractor in the performance of this
Agreement.
5.5 Contractor shall not receive any compensation for extra work performed
under this contract without the prior written authorization of City. As used herein, "extra work"
means any work that is determined by City to be necessary for the proper completion of the
Project, but which is not included within the Scope of Services and which the parties did not
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Resolution No. 2020-16
Page 6 of 20
reasonably anticipate would be necessary at the time of execution of this Agreement.
Compensation for any authorized extra work shall be paid in accordance with the payment
schedule as set forth in Exhibit -B.- if the extra work has been approved by the City.
56 Licenses. Permits. Fees. and Assessments. Contractor shall obtain. at
Contractor's sole cost and expense such licenses, permits. and approvals as may be required
by law for the performance of the services required by this Agreement. Contractor shall have the
sole obligation to pay for any fees, assessments. and taxes. plus applicable penalties and
interest. which may be imposed by law and which arise from or are necessary for the
performance of the Services by this Agreement.
6.0 PAYMENT.
6.1 As scheduled services are completed. Contractor shall submit to the
City an invoice for the services completed. authorized expenses. and authorized extra work
actually performed or incurred according to said schedule.
6.2 Each such invoice shall state the basis for the amount invoiced, including
a detailed description of the services completed. the number of hours spent, reimbursable
expenses incurred and any extra work performed.
6.3 Contractor shall also submit a progress report with each invoice that
describes in reasonable detail the services and the extra work, if any. performed in the
immediately preceding calendar month.
6.4 Contractor understands and agrees that invoices which lack sufficient
detail to measure performance will be returned and not processed for payment.
6.5 City will pay Contractor the amount invoiced within thirty (30) days after
the City approves the invoice.
6.6 Payment of such invoices shall be payment in full for all services.
authorized costs, and authorized extra work covered by that invoice.
7.0 CITY'S RESPONSIBILITY. City shall cooperate with Contractor as may be
reasonably necessary for Contractor to perform its services: and will give any required decisions
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Resolution No. 2020-16
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as promptly as practicable so as to avoid unreasonable delay in the progress of Contractor's
services.
8.0 COORDINATION OF SERVICES. Contractor agrees to work closely with City
staff in the performance of Services and shall be available to City's staff.. consultants. and other
staff at all reasonable times.
9.0 INDEMNITY. City agrees to indemnify Contractor. and will hold and save her of
them harmless from, any and all actions, suits. claims. damages to persons or property. losses,
costs. penalties. obligations, errors. omissions or liabilities (herein "claims or liabilities"),
including but not limited to professional negligence. that may be asserted or claimed by any
person, firm or entity arising out of or in connection with the work. operations or activities of
Contractor, provided for herein. or arising from the acts or omissions of Contractor hereunder. or
arising from Contractors performance of or failure to perform any term, provision. covenant or
condition of this Agreement, except to the extent such claims or liabilities arise from the gross
negligence or willful misconduct of Contractor, and subject to any available and applicable
immunities allowed by law for the City or any agent of the City.
10.0 INSURANCE. City has been informed and accepts. in approving this Agreement.
that Contractor does not maintain Professional Liability or Errors and Omissions Insurance The
acknowledgement and acceptance set forth herein is subject to the Indemnification and
Immunities provisions set forth in Section 9.0. above.
11.0 GENERAL TERMS AND CONDITIONS.
11.1 INDEPENDENT CONTRACTOR.
11.1.1 It is understood that in the performance of the services herein
provided for. Contractor shall be, and is. an independent contractor, and is not an agent. officer
or employee of City and shall furnish such services in its own manner and method except as
required by this Contract. or any applicable statute. rule. or regulation Further. Contractor has
and shall retain the right to exercise full control over the employment. direction. compensation
and discharge of all persons employed by Contractor in the performance of the services
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Resolution No. 2020-16
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hereunder. City assumes no liability for taxes, bonds, payments, or other commitments, implied
or explicit, by or for Contractor
11.1.2 Contractor acknowledges that Contractor shall not, under any
circumstances, be considered an employee of the City, and that they shall
not be entitled to any of the benefits or rights afforded employees of City,
including, but not limited to, sick leave, vacation leave, holiday pay, Public
Employees Retirement System benefits, or health, life, dental, long-term
disability or workers' compensation insurance benefits.
11.2 OWNERSHIP OF WORK. All documents and materials furnished by the
City to Contractor shall remain the property of the City and shall be returned to the City upon
termination of this Agreement. All reports, drawings, plans, specifications, , studies,
memoranda, computation sheets, and other documents prepared by Contractor in furtherance
of the work shall be the sole property of City and shall be delivered to City whenever requested
at no additional cost to the City. Contractor shall keep such documents and materials on file and
available for audit by the City for at least three (3) years after completion or earlier termination of
this Contract. Contractor may make duplicate copies of such materials and documents for its
own files or for such other purposes as may be authorized in writing by the City.
11.3 CORRECTION OF WORK. Contractor shall promptly correct any
defective, inaccurate or incomplete tasks, deliverables, goods, services and other work, without
additional cost to the City. The performance or acceptance of services furnished by Contractor
shall not relieve the Contractor from the obligation to correct subsequently discovered defects,
inaccuracy, or incompleteness.
11.4 RESPONSIBILITY FOR ERRORS. Contractor shall be responsible for its
work and results under this Agreement. Contractor, when requested, shall furnish clarification
and/or explanation as may be required by the City, regarding any services rendered under this
Agreement at no additional cost to City. In the event that an error or omission attributable to
Contractor occurs, then Contractor shall, at no cost to City, provide all necessary design
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Resolution No. 2020-16
Page 9 of 20
drawings, estimates and other Contractor professional services necessary to rectify and correct
the matter to the sole satisfaction of City and to participate in any meeting required with regard
to the correction.
11.5 WAIVER. The City's waiver of any term condition. breach. or default of
this Contract shall not be considered to be a waiver of any other term, condition. default or
breach nor of a subsequent breach of the one waived. The delay or failure of either party at any
time to require performance or compliance by the other of any of its obligations or agreements
shall in no way be deemed a waiver of those rights to require such performance or compliance.
No waiver of any provision of this Agreement shall be effective unless in writing and signed by a
duly authorized representative of the party against whom enforcement of a waiver is sought.
11.6 SUCCESSORS This Contract shall inure to the benefit of. and shall be
binding upon. the parties hereto and their respective heirs. successors. and/or assigns.
11.7 NO ASSIGNMENT. Contractor shall not assign or transfer this Contract
or any rights hereunder without the prior written consent of the City and approval by the City
Attorney which may be withheld in the City's sole discretion. Any unauthorized assignment or
transfer shall be null and void and shall constitute a material breach by the Contractor of its
obligations under this Contract. No assignment shall release the original parties from their
obligations or otherwise constitute a novation.
11.8 COMPLIANCE WITH LAWS. Contractor shall comply with all Federal.
State. County and City laws, ordinances, rules and regulations. which are. as amended from
time to time. incorporated herein and applicable to the performance hereof, including but without
limitation, the Vernon Living Wage Ordinance. Violation of any law material to performance of
this Contract shall entitle the City to terminate the Contract and otherwise pursue its remedies.
Further, if the Contractor performs any work knowing it to be contrary to such laws. rules, and
regulations Contractor shall be solely responsible for all costs arising therefrom.
11.9 ATTORNEY'S FEES If any action at law or in equity is brought to
enforce or interpret the terms of this Contract. the prevailing party shall be entitled to reasonable
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Resolution No. 2020-16
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attorney's fees, costs, and necessary disbursements in addition to any other relief to which such
party may be entitled.
11.10 INTERPRETATION.
11.10.1 Applicable Law. This Contract shall be deemed a contract and
shall be governed by and construed in accordance with the laws of the State of California.
Contractor agrees that the State and Federal courts which sit in the State of California shall
have exclusive jurisdiction over all controversies and disputes arising hereunder, and submits to
the jurisdiction thereof.
11.10.2 Entire Agreement. This Contract, including any exhibits
attached hereto, constitutes the entire agreement and understanding between the parties
regarding its subject matter and supersedes all prior or contemporaneous negotiations,
representations, understandings, correspondence, documentation, and agreements (written or
oral).
11,10.3 Written Amendment, This Contract may only be changed by
written amendment signed by Contractor and the City Administrator or other authorized
representative of the City, subject to any requisite authorization by the City Council. Any oral
representations or modifications concerning this Contract shall be of no force or effect.
11.10.4 Severability. If any provision in this Contract is held by any
court of competent jurisdiction to be invalid, illegal, void, or unenforceable, such portion shall be
deemed severed from this Contract, and the remaining provisions shall nevertheless continue in
full force and effect as fully as though such invalid, illegal, or unenforceable portion had never
been part of this Contract.
11.10.5 Order of Precedence. In case of conflict between the terms of
this Contract and the terms contained in any document attached as an Exhibit or otherwise
incorporated by reference, the terms of this Contract shall strictly prevail. 11.10.6 Duplicate
Originals. There shall be two (2) fully signed copies of this Contract, each of which shall be
deemed an original. .
I-]
Resolution No. 2020-16
Page 11 of 20
11.10.7 Construction. In the event an ambiguity or question of intent
or interpretation arises with respect to this Agreement, this Agreement shall be construed as if
drafted jointly by the parties and in accordance with its fair meaning. There shall be no
presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of
any of the provisions of this Agreement.
11.11 TIME OF ESSENCE. Time is strictly of the essence of this contract and
each and every covenant, term, and provision hereof.
11.12 AUTHORITY OF CONTRACTOR. The Contractor hereby represents
and warrants to the City that the Contractor has the right, power, legal capacity, and authority to
enter into and perform its obligations under this Contract, and its execution of this Contract has
been duly authorized.
11.13 ARBITRATION OF DISPUTES. Any dispute for under $25,000
arising out of or relating to the negotiation, construction, performance, non-performance,
breach, or any other aspect of this Contract, shall be settled by binding arbitration in accordance
with the Commercial Rules of the American Arbitration Association at Los Angeles, California
and judgment upon the award rendered by the Arbitrators may be entered in any court having
jurisdiction thereof. The City does not waive its right to object to the timeliness or sufficiency of
any claim filed or required to be filed against the City and reserves the right to conduct full
discovery.
11.14 NOTICES. Any notice or demand to be given by one parry to the other
must be given in writing and by personal delivery or prepaid first-class, registered or certified
mail, addressed as follows. Notice simply to the City of Vernon or any other City department is
not adequate notice.
If to the City:
City of Vernon
Attention: Freddie Agyin, Director of Health and Environmental Control
4305 Santa Fe Avenue
Vernon, CA 90058
9
Resolution No. 2020-16
Page 12 of 20
If to the Contractor:
Laurene Mascola, M.D., M.P.H.
Address on file with Health Department
Any such notice shall be deemed to have been given upon delivery, if personally
delivered, or, if mailed, upon receipt, or upon expiration of three (3) business days from the date
of posting, whichever is earlier. Either party may change the address at which it desires to
receive notice upon giving written notice of such request to the other party.
11.15 NO THIRD PARTY RIGHTS. This Agreement is entered into for the sole
benefit of City and Contractor and no other parties are intended to be direct or incidental
beneficiaries of this Agreement and no third party shall have any right or remedy in, under, or to
this Agreement.
11.16 TERMINATION FOR CONVENIENCE (Without Cause). Cityor
Contractor may terminate this Contract in whole or in part at any time, for any cause or without
cause, upon written notice to the other party. If the Contract is thus terminated by City for
reasons other than Contractor's failure to perform its obligations, City shall pay Contractor a
prorated amount based on the services satisfactorily completed and accepted prior to the
effective date of termination. Such payment shall be Contractor's exclusive remedy for
termination without cause.
11.17 DEFAULT. In the event either party materially defaults in its obligations
hereunder, the other party may declare a default and terminate this Contract by written notice to
the defaulting party. The notice shall specify the basis for the default. The Contract shall
terminate unless such default is cured before the effective date of termination stated in such
notice, which date shall be no sooner than ten (10) days after the date of the notice. In case of
default by Contractor, the City reserves the right to procure the goods or services from other
sources and to hold the Contractor responsible for any excess costs occasioned to the City
thereby. Contractor shall not be held accountable for additional costs incurred due to delay or
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default as a result of Force Majeure. Contractor must notify the City immediately upon Knowing
that non-performance or delay will apply to this Contract as a result of Force Majeure. At that
time Contractor is to submit in writing a Recovery Plan for this Contract. If the Recovery Plan is
not acceptable to the City or not received within 10 days of the necessary notification of Force
Majeure default, then the city may cancel this order in its entirety at no cost to the City, owing
only for goods and services completed to that point.
11.18 TERMINATION FOR CAUSE. Termination for cause shall relieve the
terminating party of further liability or responsibility under this Contract, including the payment of
money; except for payment for services satisfactorily and timely performed prior to the service of
the notice of termination. and except for reimbursement of (1) any payments made by the City
for service not subsequently performed in a timely and satisfactory manner. and (2) costs
incurred by the City in obtaining substitute performance. If this Agreement is terminated as
provided herein. City may require; at no additional cost to City. that Contractor provide all
finished or unfinished documents, data. and other information of any kind prepared by
Contractor in connection with the performance of Services under this Agreement. Contractor
shall be required to provide such document and other information within fifteen (15) days of the
req uest.
11.18.1 Additional Services. In the event this Agreement is terminated in
whole or in part as provided herein. City may procure, upon such terms and in such manner as
it may determine appropriate, services similar to those terminated.
11.19 MAINTENANCE AND INSPECTION OF RECORDS.
The City, or its authorized auditors or representatives. shall have access
to and the right to audit and reproduce any of the Contractor's records to the extent the City
deems necessary to insure it is receiving all money to which it is entitled under the Contract
and/or is paying only the amounts to which Contractor is properly entitled under the Contract or
for other purposes relating to the Contract.
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The Contractor shall maintain and preserve all such records for a period
of at least three (3) years after termination of the Contract.
The Contractor shall maintain all such records in the City of Vernon. If
not, the Contractor shall, upon request, promptly deliver the records to the City of Vernon or
reimburse the City for all reasonable and extra costs incurred in conducting the audit at a
location other than the City of Vernon, including, but not limited to, such additional (out of the
City) expenses for personnel, salaries, private auditors, travel, lodging, meals, and overhead.
11.20 CONFLICT. Contractor hereby represents, warrants, and certifies that no
member, officer, or employee of the Contractor is a director, officer, or employee of the City of
Vernon, or a member of any of its boards, commissions, or committees, except to the extent
permitted by law.
11.21 HEADINGS. Paragraphs and subparagraph headings contained in this
Agreement are included solely for convenience and are not intended to modify, explain or to be
a full or accurate description of the content thereof and shall not in any way affect the meaning
or interpretation of this Agreement.
11.22 EQUAL EMPLOYMENT OPPORTUNITY PRACTICES. Contractor
certifies and represents that, during the performance of this Contract, it and any other parties
with whom it may subcontract shall adhere to equal employment opportunity practices to assure
that applicants, employees and recipients of service are treated equally and are not
discriminated against because of their race, religion, color, national origin, ancestry, disability,
sex, age, medical condition, sexual orientation or marital status. Contractor further certifies that
it will not maintain any segregated facilities. Contractor further agrees to comply with The Equal
Employment Opportunity Practices provisions as set forth in Exhibit "C".
[Signatures Begin on Next Page].
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IN WITNESS WHEREOF, the Parties have signed this Agreement as of the
Commencement Date stated on the cover page.
City of Vernon, a California charter City
and California municipal corporation
Carlos R. Fw6no, Jr.
Uty Administrator
[CONTRACTOR'S NAME, a (State
incorporated in] corporation
By:
Name Laurene Mascofa
ATTEST:
� rr a ��r ✓� C �ta�
Lisa Pope, City C14rk
APPROVED AS TO FORM. -
Arnold M. Alvarez -Glasma n, Interim City
Attorney
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EXHIBIT A
SCOPE OF SERVICES
Background:
The City of Vernon is an industrial city of 5.2 square miles located several miles to the southeast
of Downtown Los Angeles in Southern California. Vernon currently houses more than 1,800
businesses that employ approximately 55,000 people, serving as a vital economic engine in the
region. Offering an environment uniquely friendly to business. Vernon is the home to industries
including food and agriculture, apparel, steel, plastics, logistics, and home furnishings. Vernon is
also home to approximately 300 residents.
Public Health Officer:
The City of Vernon is seeking a qualified consultant to serve as a contract Health Officer for the
Department of Health and Environmental Control. The individual will assume the duties of the
Health Officer set forth in the Health and Safety Code of the State, including working jointly with
the Director of Health and Environmental Control to assure the effectiveness of the mandated
health protection function of local government.
The individual will receive general direction from the Director of Health and Environmental
Control Department. Services shall be limited to no more than fifteen (15) hours per week
unless approved in advance by the Director of Health and Environmental Control.
Duties may include, but are not limited to, the following which are referenced in the
California Health and Safety Code:
- Serve as the Health Officer for the City of Vernon and advise the Department of Health
and Environmental Control in preventive measures to protect and preserve the public
health.
- Work with the Director of the Department of Health and Environmental Control to take
measures that may be necessary to prevent and control the spread of disease.
- Consult with physicians in the diagnosis, investigation, and treatment of communicable
diseases.
- Consult and provide policy recommendations regarding communicable disease control,
outbreak investigations, and emergency preparedness and response.
- Provide recommendations regarding the declaration of local emergencies, as indicated.
- Work with the Director of Health and Environmental Control to ensure the enforcement
of codes and regulations, as well as local ordinances through mechanisms up to, and
including, the use of police powers.
Advise policy -makers on community design issues that affect health, the development of
public health policy, and implementation of effective public health programs.
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- Work with the Director of Health and Environmental Control to inform, educate, and
empower the community and individuals about health issues.
- Provide recommendations to protect and advance the health of the city by educating the
public, advocating for effective disease prevention and health promotion programs and
activities.
- Assist in the assessment and reporting on the health status of the community, using
multiple epidemiological survey and statistical methods.
-- Represent the city before Boards, Commissions, political bodies, associations, and the
general public.
- Coordinate with other health officers regionally and statewide.
- Direct the inspection, examination, isolation, quarantine, and decontamination of
persons, places, and things within the city necessary to protect the public health.
- Inform the City Council about types of health issues that may affect the city.
- Assist the Department in planning, organizing, and coordinating all -hazard disaster
preparedness and response.
- Consult with medical and administrative staff of local hospitals and academic centers
and assist the Department in surveillance and planning for improvement of public
health indicators.
- Assist the Department with writing local ordinances and the interpretation of state laws
- Perform related duties as needed.
QUALIFICATIONS:
Knowledge of:
- Clinical medicine, public health and health care (e.g., epidemiology, biostatistics,
environmental health, maternal and child health) management and administration
- Federal, State and local laws governing public health programs and laws, statutes, and
regulations governing California Health Services providers and JCAHO and other
regulatory requirements
- The legislative process
- Disaster preparedness and the National Incident Management System (NIMS)
- Principles of government organization, public financing, and budgeting
- Quality assurance as it applies to public health programs/services
- The latest developments in medicine including local public health programs and ethics
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Skill/Ability to:
- Serve as public health link to the local medical community and local medical association
- Understand, interpret and apply provisions of federal, state and local legislation, rules
and regulations pertinent to the administration of Public Health programs, including
COVID-19 protocols
- Evaluate health risks and hazards and communicate information effectively and
proactively
- Facilitate the interaction of and foster partnerships with a complex mix of public
agencies, community -based organizations, and the private sector that impact public
health and policy
- Provide written and oral communication in various forms such as reports, and
recommendations, memos.
Education and Experience:
The candidate must be a physician. Any combination of education and experience that would
likely provide the required knowledge and skills. Completion of a residency program and three
years of administrative or supervisory experience. A Master's degree in Public Health and/or
completion of a residency in preventive medicine is required.
Licensure/Certification:
License to practice medicine in the State of California and in good standing
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EXHIBIT B
FEES FOR SERVICE
Hourly Rate: $300 per hour
Consultant shall bill at the applicable hourly rate for services provided under the Services
Agreement for City of Vernon Health Officer Services.
Consultant shall submit invoices to the City of Vernon, Director of Health and Environmental
Control on a bi-weekly basis.
In addition to the compensation provided above, the City will reimburse Consultant for
reasonable travel -related costs and expenses for work performed under this contract, including
mileage for ground transportation n the amount set forth by the Internal Revenue Service
standard mileage rate. Travel expenses or travel time beyond Southern California must be
approved by the Director of Health and Environmental Control in writing and in advance.
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EXHIBIT C
EQUAL EMPLOYMENT OPPORTUNITY
PRACTICES PROVISIONS
A. Contractor certifies and represents that, during the performance of this Agreement, the
contractor and each subcontractor shall adhere to equal opportunity employment practices
to assure that applicants and employees are treated equally and are not discriminated
against because of their race, religious creed, color, national origin, ancestry, handicap,
sex, or age. Contractor further certifies that it will not maintain any segregated facilities.
B. Contractor agrees that it shall, in all solicitations or advertisements for applicants for
employment placed by or on behalf of Contractor, state that it is an "Equal Opportunity
Employer" or that all qualified applicants will receive consideration for employment without
regard to their race, religious creed, color, national origin, ancestry, handicap, sex or age.
C. Contractor agrees that it shall, if requested to do so by the City, certify that it has not, in the
performance of this Agreement, discriminated against applicants or employees because of
their membership in a protected class.
D. Contractor agrees to provide the City with access to, and, if requested to do so by City,
through its awarding authority, provide copies of all of its records pertaining or relating to its
employment practices, except to the extent such records or portions of such records are
confidential or privileged under state or federal law.
E. Nothing contained in this Agreement shall be construed in any manner as to require or
permit any act which is prohibited by law.
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