20200707 Regular City Council Meeting - PacketAgenda
City of Vernon
Regular City Council Meeting
Tuesday, July 07, 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
(415) 655-0060, Access Code 835-846-909#.
You may submit comments to PublicComment(a)_ci.vernon.ca.us with the subject line "July 7,
2020 City Council Meeting Public Comment Item #_." Comments received prior to 8 a.m.,
Tuesday July 7, 2020, will be read into the record.
CALL TO ORDER
I aWmevy_ ill 9 :4
ROLL CALL
CHANGES TO 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.
Page 2 of 6
Regular City Council Meeting Agenda
July 07, 2020
PUBLIC HEARINGS
1. Public Works
Amendment to Municipal Code Chapter 26 - Zoning Map
Recommendation:
A. Find that the proposed action is exempt under the California Environmental
Quality Act (CEQA) review, because it is a continuing administrative activity that will
not result in any direct or indirect physical changes in the environment, and therefore
does not constitute a "project" as defined by CEQA Guidelines Section 15378, and to
the extent the property owner seeks to engage in actual physical construction or
development, such would be subject to separate and independent CEQA review and
analysis; and
B. Introduce and conduct first reading of Ordinance No. 1270 amending the Zoning
Map in Chapter 26 of the Municipal Code to include the properties located at 2328,
and at 2332/2334 E. Vernon Avenue in the Housing Overlay Zone, and direct staff to
schedule second reading and adoption for the July 21, 2020 City Council meeting.
1. Ordinance No. 1270 Amending Zoning Map
2. 20200707 Notice of Public Notice Hearing - Zoning Map Amendment
CONSENT CALENDAR
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.
2. City Clerk
Approval of the Minutes
Recommendation:
Approve the June 16, 2020 Regular City Council meeting minutes.
1. 20200616 City Council Minutes
3. City Clerk
Claims Against the City
Recommendation:
Receive and file the claim submitted by Bruce A. Carter in the amount of $690.
1. Carter, Bruce 06-15-2020
4. Finance/Treasury
Operating Account Warrant Register
Recommendation:
Approve Operating Account Warrant Register No. 48, for the period of May 31
through June 20, 2020, which totals $10,263,526.55 and consists of ratification of
electronic payments totaling $9,429,962.41 and ratification of the issuance of early
checks totaling $833,564.14.
1. Operating Account Warrant Register No. 48
Page 3 of 6
Regular City Council Meeting Agenda
July 07, 2020
5. Public Works
Public Works Monthly Building Report
Recommendation:
Receive and file the May 2020 Building Report.
1. Public Works Department May 2020 Building Report
6. City Administration
Purchase Order with Tritech Software Systems and Amendment No. 1 to Software
Support Agreement with Tritech
Recommendation:
A. Approve and authorize the City Administrator to execute Amendment No. 1 to the
Software Support Agreement with Tritech Software Systems (Tritech) in an amount
not -to -exceed $9,000; and
B. Authorize the issuance of a Purchase Order for $15,512.73 to Tritech for Lucity
Annual Maintenance.
1. Amendment No. 1 - Additional Lucity Licenses
2. Tritech Invoice for Annual Renewal of Lucity Licenses
7. City Administration
Motorola Service Agreement
Recommendation:
Approve and authorize the City Administrator to execute a service agreement with
Motorola for maintenance service in an amount not to exceed $16,579.
1. Motorola Service Agreement for PD Consoles
8. Finance/Treasury
Implementation of the City's Local Transactions and Use Tax (April 14, 2020
Measure V)
Recommendation:
A. Adopt Resolution No. 2020-23 approving and authorizing the Finance Director to
execute a Preparatory Agreement and an Administrative Agreement with the
California Department of Tax and Fee Administration for the collection and
distribution of the Local Transaction Use Tax; and
B. Adopt Resolution No. 2020-24 authorizing examination of sales, use and
transactions tax records.
1. Resolution No. 2020-23 Agreements for Sales Tax Implementation
2. Resolution No. 2020-24 Examination of Tax Records
Page 4 of 6
Regular City Council Meeting Agenda
July 07, 2020
9. Public Utilities
Acceptance of Work and Notice of Completion for Contract No. LP-0496: Well No. 22
Construction Project - Phase 1
Recommendation:
Accept the work as complete and authorize the General Manager of Public Utilities to
submit the Notice of Completion to the Los Angeles County Registrar-
Recorder/County Clerk for Phase One of the Well No. 22 Construction Project,
Contract No. LP-0496 completed by Zim Industries, Inc.
1. Notice of Completion - City Contract No. LP-0496
10. Fire Department
Amendment No. 2 to Services Agreement with JSB Fire Protection, LLC.
Recommendation:
Approve and authorize the City Administrator to execute Amendment No. 2 to the
Services Agreement with JSB Fire Protection, LLC (JSB) in substantially the same
form as submitted, granting up to a five (5) month extension for an amount not to
exceed $10,000 to cover anticipated fire plan check costs through the end of the
proposed extension.
1. Amendment No. 2 - JSB Services Agreement
11. Public Works
Public Works Street Operations Division Vehicles
Recommendation:
Approve the purchase of a Ford F-550 with Knapheide dump body and equipment,
and a Ford F-550 with Knapheide KUV body and equipment, through Sourcewell, for
a total cost of $141,151.87.
1. Dump Truck Sourcewell Quote ID#23979 R4
2. Graffiti Truck Sourcewell Quote ID#13575 R1
12. Human Resources
Annual Recommended Employee Reclassifications
Recommendation:
Approve the recommended reclassification of incumbents in certain classifications
effective July 19, 2020.
Page 5 of 6
Regular City Council Meeting Agenda
July 07, 2020
NEW BUSINESS
13. Public Utilities
Services Agreements for Natural Gas Support Services (Continued from June 16,
2020)
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: a) NewGen
Strategies & Solutions, LLC (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 b) G2 Integrated Solutions, LLC (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. 20200616 Item No. 9
14. Health and Environmental Control Department
Memorandum of Understanding with the University of Southern California (USC) for
COVID-19 Contact Tracing Services
Recommendation:
Approve the Memorandum of Understanding between the City of Vernon and USC in
substantially the same form as submitted, for COVID-19 contact tracing services.
1. MOU with USC for contact tracing
ORAL REPORTS
City Administrator Reports on Activities and other Announcements.
City Council Reports on Activities (including AB1234), Announcements, or Directives to Staff.
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 2nd day of July, 2020.
By:�
Lisa Pope, City Clerk
Page 6 of 6
Regular City Council Meeting Agenda
July 07, 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-230-2020
Submitted by: Daniel Wall
Submitting Department: Public Works
Meeting Date: July 7, 2020
SUBJECT
Amendment to Municipal Code Chapter 26 -Zoning Map
Recommendation:
A. Find that the proposed action is exempt under the California Environmental Quality Act (CEQA)
review, because it is a continuing administrative activity that will not result in any direct or indirect physical
changes in the environment, and therefore does not constitute a "project" as defined by CEQA
Guidelines Section 15378, and to the extent the property owner seeks to engage in actual physical
construction or development, such would be subject to separate and independent CEQA review and
analysis; and
B. Introduce and conduct first reading of Ordinance No. 1270 amending the Zoning Map in Chapter 26 of
the Municipal Code to include the properties located at 2328, and at 2332/2334 E. Vernon Avenue in
the Housing Overlay Zone, and direct staff to schedule second reading and adoption for the July 21, 2020
City Council meeting.
Background:
The properties located at 2328, and at 2332/2334 E. Vernon Avenue are currently used exclusively as
residences. The residential use of these properties preceded the the current zoning code and as such
this use is currently an allowed, non -conforming use. The owner of these properties has requested that
the property be rezoned to reflect the current residential use.
At present, residential development is only allowed in the Housing (H) Overlay Zone which was created to
accommodate housing at limited and specific areas of the City. The Housing Overlay Zone was
specifically created to allow for the construction of the Vernon Village Park Apartments and this is the
only property that currently has this zoning designation. The only other privately owned housing In Vernon
is located at 2328, and at 2332/2334 E. Vernon Avenue. Designating these properties to be in the
Housing Overlay Zone can help preserve their residential use. The existing residence at 2328 E. Vernon,
built in 1985, is 35 years -old, and the residence at 2332/2334 E. Vernon, built in 1966, is 54 years -old.
These properties are adjacent to Vernon City School, and are across the street from the 10 City -owned
homes on Furlong Place. Given the residential and educational uses of the surrounding properties and
the historic residential use of the subject properties, there is minimal potential for conflicts between
existing residential and industrial uses at this location.
Ordinance No. 1270 revises the Zoning Map in Chapter 26 of the Vernon Municipal Code to include the
properties located at 2328, and at 2332/2334 E. Vernon Avenue in the Housing Overlay Zone.
Pursuant to Municipal Code Section 26.6.6-3, the public hearing was legally noticed by publishing in the
Los Angeles Wave, posting the notice on the City Hall posting board and website on June 25, 2020 and
mailing public hearing notices to properties within a 300' radius of the subject property on June 24, 2020.
Fiscal Impact:
There is no fiscal impact associated with this report.
Attachments:
1. Ordinance No. 1270 Amending Zoning Map
2. 20200707 Notice of Public Notice Hearing - Zoning Map Amendment
ORDINANCE NO. 1270
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF VERNON
AMENDING CHAPTER 26 MODIFYING THE COMPREHENSIVE ZONING
MAP OF THE CITY OF VERNON TO INCLUDE THE PROPERTIES
LOCATED AT 2328 AND 2332/2334 E. VERNON AVE, VERNON,
CALIFORNIA 90058 IN THE HOUSING OVERLAY ZONE
SECTION 1. Recitals.
A. The City of Vernon (City) is a municipal corporation and a chartered city of the
State of California, organized and existing under its Charter and the Constitution
of the State of California.
B. On January 16, 2008, the City Council of the City of Vernon adopted Ordinance No.
1227, adopting amendments to the comprehensive zoning ordinance of the City of
Vernon; establishing zoning districts in the City and regulating and restricting the
use, size, and the location of buildings and improvements on land; the use of land
and open space; adopting a map showing said zoning districts, defining the terms
used in the ordinance; providing for its adjustment, amendment and enforcement
(Zoning Ordinance).
C. By memorandum dated July 7, 2020, the Director of Public Works has
recommended that the Zoning Map in Chapter 26 of the Municipal Code be
amended to include the properties located at 2328 and 2332/2334 E. Vernon Ave,
Vernon, California 90058 in the Housing Overlay Zone.
D. A duly -noticed public hearing has been held to consider the proposed ordinance
changes, and public testimony has been received and considered.
THE CITY COUNCIL OF THE CITY OF VERNON HEREBY ORDAINS:
SECTION 2. The City Council of the City of Vernon hereby finds and determines
that the above recitals are true and correct and are a substantial part of this ordinance.
SECTION 3. This ordinance was assessed in accordance with the authority and
criteria contained in the California Environmental Quality Act (CEQA), the State CEQA
Guidelines, and the environmental regulations of the City. The City Council hereby finds
that this ordinance is not subject to CEQA review because the adoption of this ordinance
is a continuing administrative activity that will not result in any direct or indirect physical
changes in the environment, and therefore does not constitute a "project" as defined by
CEQA Guidelines section 15378, and to the extent the property owner seeks to engage
in actual physical construction or development, such would be subject to separate and
independent CEQA review and analysis.
Ordinance No. 1270
Page 2 of 3
SECTION 4. The City Council of the City of Vernon hereby approves and adopts
the Zoning Map in Chapter 26 of the Municipal Code to include the properties located at
2328 and 2332/2334 E. Vernon Ave, Vernon, California 90058 in the Housing Overlay Zone
(Attachment A).
SECTION 5. Any provision of the Vernon Municipal Code or appendices thereto
inconsistent with the provisions of this Ordinance, to the extent of such inconsistencies
and no further are repealed or modified to that extent necessary to affect the provisions
of this Ordinance.
SECTION 6. If any section, subsection, paragraph, sentence, clause, phrase, or
portion thereof, of this Ordinance is declared by a court of competent jurisdiction to be
unconstitutional or otherwise invalid, such decision shall not affect the validity of the
remaining portions of this Ordinance. The City Council hereby declares that it would have
adopted this Ordinance, and each section, subsection, paragraph, sentence, clause,
phrase, or portion thereof, irrespective of the fact that any one or more sections,
subsections, paragraphs, sentences, clauses, phrases, or portions thereof, be declared
invalid or unconstitutional. To this end, the provisions of this Ordinance are declared to
be severable.
SECTION 7. The City Clerk shall certify the adoption and publish this ordinance as
required by law.
APPROVED AND ADOPTED this _ day of , 2020.
LETICIA LOPEZ, Mayor
ATTEST:
LISA POPE, City Clerk
(seal)
APPROVED AS TO FORM:
ARNOLD M. ALVAREZ-GLASMAN,
Interim City Attorney
Ordinance No. 1270
Page 3 of 3
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City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
(323) 583-8811
NOTICE OF CITY COUNCIL PUBLIC HEARING
The City Council of the City of Vernon will conduct a public hearing, which you may attend, at Vernon City Hall, City
Council Chamber, 4305 Santa Fe Avenue, Vernon, CA 90058, on Tuesday, July 7, 2020, at 9:00 a.m. (or as soon
thereafter as the matter can be heard), to:
Consider adoption of an ordinance amending Chapter 26 modifying the Comprehensive Zoning Map of the
City of Vernon to include the properties located at 2328 and 2332/2334 E. Vernon Ave, Vernon, California 90058
in the Housing Overlay Zone.
The proposed ordinance will be available for public review on the City's website once the agenda for the meeting is
posted or from the City Clerk at CityClerk@ci.vemon.ca.us or 323-583-8811, ext. 546.
Please send your comments or questions to:
Daniel Wall, Director of Public Works
City of Vernon
4305 Santa Fe Avenue, Vernon, CA 90058
(323) 583-8811 Ext. 305 Email: dwall@ci.vemon.ca.us
PROPOSED CEQA FINDING: Find that the proposed action is exempt under the California Environmental
Quality Act ("CEQA") review, because it is continuing administrative activity that will not result in any direct or
indirect physical changes in the environment, and therefore does not constitute a "project" as defined by CEQA
Guidelines section 15378, and to the extent the property owner seeks to engage in actual physical construction or
development, such would be subject to separate and independent CEQA review and analysis.
If you challenge the adoption of the proposed ordinance approving and authorizing the amendment of the Comprehensive
Zoning Map of the City of Vernon to include the properties located at 2328 and 2332/2334 E. Vernon Ave. Vernon
California 90058 in the Housing Overlay Zone or any provision thereof in court, you may be limited to raising only those
issues you or someone else raised at the hearing described in this notice or in written correspondence delivered to the City
of Vernon at, or prior to, the meeting.
In compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in the
meeting, please contact the Office of the City Clerk at (323) 583-8811 ext. 546.
The hearing may be continued, adjourned, or cancelled and rescheduled to a stated time and place without further
notice of a public hearing.
Dated: June 18, 2020
Publish: June 25, 2020
e° -� t-�
Lisa Pope, City Clerk
City Council Agenda Item Report
Agenda Item No. COV-242-2020
Submitted by: Sandra Dolson
Submitting Department: City Clerk
Meeting Date: July 7, 2020
SUBJECT
Approval of the Minutes
Recommendation:
Approve the June 16, 2020 Regular City Council meeting minutes.
Background:
Staff has prepared the draft minutes and hereby submits the minutes for approval.
Fiscal Impact:
There is no fiscal impact associated with this report.
Attachments:
1. 20200616 City Council Minutes
MINUTES
VERNON CITY COUNCIL
REGULAR MEETING
TUESDAY, JUNE 16, 2020
COUNCIL CHAMBER, 4305 SANTA FE AVENUE
CALL TO ORDER
Mayor Lopez called the meeting to order at 9:03 a.m.
FLAG SALUTE
Council Member Menke 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
Norma Copado, Interim Assistant 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
Diana Figueroa, Administrative Analyst
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
None.
Regular City Council Meeting Minutes Page 2 of 8
June 16, 2020
CONSENT CALENDAR
Council Member Menke pulled Item Nos. 8, 9 and 12.
MOTION
Council Member Davis moved and Mayor Pro Tern Ybarra seconded a motion to approve
the Consent Calendar, with the exception of Item Nos. 8, 9 and 12. The question was called
and the motion carried unanimously.
The Consent Calendar consisted of the following items:
1. Approval of Minutes
Recommendation: Approve the June 2, 2020 Regular and June 8, 2020 Special City
Council meeting minutes.
2. 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.
3. 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.
4. 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.
5. 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.
6. Fire Department Activity Report
Recommendation: Receive and file the April 2020 Report.
7. Police Department Activity Report
Recommendation: Receive and file the April 2020 Report.
10. 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.
11. 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 §
Regular City Council Meeting Minutes
June 16, 2020
Page 3 of 8
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.
13. 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.
The following items were pulled from the Consent Calendar for individual consideration:
8. 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.
In response to Council Member Menke, Finance Director Williams explained regulations
and best practices regarding investments.
MOTION
Mayor Pro Tem Ybarra moved and Council Member Gonzales seconded a motion to
approve procurement of annual insurance coverage for fiscal year 2020-21 for total annual
premiums not to exceed $1,216,866. The question was called and the motion carried
unanimously.
9. 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 (G24S) for Natural Gas Compliance Support Services, in
an amount not -to -exceed $400,000 over a three-year term of the agreement.
Public Utilities General Manager Alemu presented the staff report.
In response to Council questions, Public Utilities General Manager Alemu confirmed that
the two companies would not be performing duplicative services. He explained the
proposed rates versus staff recommendation.
MOTION
Mayor Pro Tem Ybarra moved and Council Member Gonzales seconded a motion to defer
the item to allow staff to respond to why the award amount was more/less than the bid
amount and provide information on the other bidders. The question was called and the
motion carried unanimously.
Regular City Council Meeting Minutes
June 16, 2020
Page 4 of 8
12. 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.
Council Member Menke indicated she pulled the item in order to acknowledge the grants.
Mayor Pro Tem Ybarra requested the matter be placed under New Business in the future.
Administrative Analyst Figueroa reminded the Council that the grantees usually attended
the meeting to accept the grant but due to COVID-19 that was not feasible.
MOTION
Mayor Pro Tem Ybarra moved and Council Member Menke seconded a motion to receive
and file the report. The question was called and the motion carried unanimously.
NEW BUSINESS
14. 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.
City Administrator Fandino presented the staff report.
Lorelei Oviatt, Kern County Planning and Natural Resources Director, provided an
overview of the wind generation projects in Kern County, environmental impact reports,
limited transmission capacity in California, and limitations due to cultural resources. She
discussed the process for a City project on its Kern County property.
In response to Council Member Menke, Ms. Oviatt confirmed the developer investment
costs and issues; limited space on transmission lines; and lengthy permitting process. She
agreed that time was of the essence but access and capacity were limited.
In response to Mayor Lopez, Ms. Oviatt confirmed issues of bird migration; environmental
concern from the Bureau of Land Management; and the need to support renewable energy
and oil but not harm endangered species. She stated there was access to the property but
the roads would have to be expanded to bear the weight of the turbines. She confirmed
that non-moving turbines did not produce money and there was no new, proven technology.
In response to Council Member Menke, Ms. Oviatt confirmed that mitigation was the
responsibility of the lead and responsible agency.
Anthony Barkett, President and CEO of Silverado Co., discussed their proposed project for
renewable energy.
Regular City Council Meeting Minutes
June 16, 2020
Page 5 of 8
Marissa Olguin, Chamber of Commerce, discussed the City's efforts to meet requirements
for renewable energy. She reminded the Council of the City's reforms, State Auditor's
Report of 2011 identifying corruption and requiring a public process through request for
proposals (RFPs), fully vetted projects, and the City's integrated resource plan with
established energy policy. She suggested establishing policies on how to move forward
with the City's energy plan and procurement policies and that any project should be
opposed during the COVID-19 pandemic.
MOTION
Council Member Gonzales moved to instruct the City Attorney to negotiate with Silverado
Co.
Council Member Gonzales discussed the debt service on the property, indicating the City
had spent over $40 million and would spend another $72 million. She suggested generating
income from the property before the line reached capacity. She recommended the City
Attorney bring in Tony Bouza, who had previously met with Council Member Menke and
was on the last phone call with the City. She stated renewable power was needed and the
City should enter into a power purchase agreement in order to buy power on its own land.
Council Member Menke seconded the motion.
SUBSTITUTE MOTION
Mayor Pro Tern Ybarra moved and Council Member Davis seconded a motion to table the
matter.
Mayor Pro Tern Ybarra stated the City was not ready to move forward with a project. She
expressed concern that there was not enough information on the proposed Silverado project
nor offers from any other developers.
Mayor Lopez stated she was not comfortable supporting any project without knowing the
overall cost, technology, necessary testing, $40 million bond, and need for an RFP process.
Council Member Menke stated the request was simply to start negotiations in order to
obtain the information requested.
Mayor Pro Tern Ybarra asked for information on technology, proposed project, and cost.
She expressed concern with the uncertainty of COVID-19.
In response to Council Member Menke, Mr. Barkett anticipated their project, after touring
the site, would be a combination of solar and wind. He suggested starting with a solar
project while testing the wind. He stated the only cost to the City would be entering into a
power purchase agreement to buy some form of energy. He reiterated that the City had
gone through three, unsuccessful public proposal processes. He stated selling the property
would not help the City service its debt and it could not be refinanced. He stated time was
of the essence due to limited transmission. Council Member Menke confirmed that it
would be no cost to the City and the City would be paid a fair market rental value from the
developer. Mr. Barkett confirmed that as correct and indicated they were unable to
Regular City Council Meeting Minutes
June 16, 2020
Page 6 of 8
determine the rate because the amount of land to be used was not yet determined. He
suggested they be allowed to exclusively negotiate with the City Attorney to present the
proposal to the Council.
Council Member Menke discussed the sale of the portion of the land, with the payment not
used towards paying down the bond debt. She discussed the cost of the property and asked
if the Council, in good conscience, could proceed without an RFP. Interim City Attorney
Alvarez-Glasman stated the Council had the authority to start negotiations with the
developer and also the authority to go out to RFP. He stated the Council could either move
forward or not without an RFP. Interim Assistant City Attorney Copado stated it was at the
discretion of the Council.
The question was called and the substitute motion carried 3-2, Council Members Menke
and Gonzales dissenting, rendering the main motion moot.
15. 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.
Health and Environmental Control Director Agyin presented the staff report.
In response to Council questions, Health and Environmental Control Director Agyin
explained the service agreement, which would transition to a part-time position with open
recruitment.
MOTION
Mayor Pro Tern Ybarra moved and Council Member Menke seconded a motion to adopt
Resolution No. 2020-22 ratifying the appointment of Laurene Mascola, M.D., MPH as
Health Officer for the City of Vernon. The question was called and the motion carried
unanimously.
Regular City Council Meeting Minutes Page 7 of 8
June 16, 2020
ORAL REPORTS
City Administrator Reports on Activities and other Announcements.
City Administrator Fandino provided an update on recent Police and Fire Department
incidents and Public Utility power outages.
Chief Miranda discussed a recent missing person incident and complimentary
communications.
Dr. Mascola introduced herself and expressed enthusiasm for working with the City.
City Clerk Pope announced the launch of the City's online public records request software
- GovQA.
City Administrator Fandino commended the Council and City for the graduation parade
and ongoing community outreach.
City Council Reports on Activities (including AB1234), Announcements, or Directives to
Staff.
None.
RECESS
Mayor Lopez recessed the meeting to Closed Session at 10:28 a.m.
CLOSED SESSION
16. 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
RECONVENE
At 10:52 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 item listed on the agenda and took no reportable action.
Regular City Council Meeting Minutes
June 16, 2020
ADJOURNMENT
Mayor Lopez adjourned the meeting at 10:52 a.m.
LETICIA LOPEZ, Mayor
ATTEST:
LISA POPE, City Clerk
(seal)
Page 8 of 8
City Council Agenda Item Report
Agenda Item No. COV-243-2020
Submitted by: Sandra Dolson
Submitting Department: City Clerk
Meeting Date: July 7, 2020
SUBJECT
Claims Against the City
Recommendation:
Receive and file the claim submitted by Bruce A. Carter in the amount of $690.
Background:
On June 15, 2020, the City received the following claim:
Name of Claimant Amount Demanded
Bruce A. Carter $690.00
Pursuant to Municipal Code Section 2.11-1, the above information is listed on the 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. Carter, Bruce 06-15-2020
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
Bruce A Carter
Home Address of Claimart City and State
RESERVE FOR FILING STAMP
CLAIM No.
COV CITY CLERK'S OFFICE
RECEIVED
JIUN15 2t_► Am8:0767
ge of Glaiman
me I elenhone NUm
person
Business Address of Clairant City and State Business Telephone Number
4361 S Soto, Vernon, CA 90058 1323-582-2247
Give address to which you desire notices or communications to be sent regarding this claim:
Bruce@greatampack.com or the Business Address above.
How did DAMAGE or INJURY occur? Give frill particulars.
I was driving from the office to the 5 freeway, heading east on Bandini. I crossed Atlantic in the right hand lane. As
I crossed Penniton Way, I hit a huge pothole and heard a very loud bang which startled me. I knew almost
immediately that the tire was flat. I pulled into the parking lot of a business that was closed and changed the tire.
The next day I had the tire replaced at America's tire and they told me the rim was also bent.
When did DAMAGE or INJURY occur? Give full particulars, date, time of day, etc.:
The incident occurred on March 26th at approximately 4:15 pm.
Where did DAMAGE or INJURY occur? Describe fully, and locateon diagram on reverse side of this sheet, where
approximate, give street names and address and measurements from landmarks:
The pothole is located just past Pennington Way, east bound within the City of Vernon. See
attached pictures.
What particuiarACTorOMISSION do you claim caused the injury ordamage? Give names of City employees, if any,
causing the injury or damage, if known.
The pothole was caused by the significant rain that occurred in March. The pothole was very
deep and wide. It was very dangerous and should have been filled. The fact that my wheel
was bent illustrates how bad it was.
What DAMAGE or INJURIES do you claim resulted? Give full extent of injuries or damages claimed:
The pothole blew out my tire and bent my wheel. See photo attached.
What AMOUNT do you claim of each item of injury or damage as of date of presentation of this claim, giving basisof
computation:
The wheel costs $650 and the tire is normally $273. However, I have a tire warranty so the tire
was only $40. Total cost: $690.
Give ESTIMATED AMOUNT as far askin own YOU claim on account of each itern of prospective injury ordamage,giving
basis of computation
See above.
Were you insured at the time of the incident? If so, provide name of insurance company, policy numbers and amount of insurance
payments received:
No insurance claim has been made. Tires are not covered anyway. The deductable is greater
than the total amount of damage.
Expenditures made on account of accident or Injury: (Date - Item) (Amount)
Tire: $40 (March 27th from Americ's Tire)
Wheel: $650 (awaiting disposition from City of Vernon)
Name and address of Witnesses, Doctors and Hospitals:
N/A
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 Cityvehicle 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
FOR OTHER ACCIDENTS
SIDEWALK
PARKWAY
SIDEWALK
?71
I declare, under penalty.of er u , that the foregoing, including any attachme
Typed/Printed Name: Signature, of Claimant or person filing on his/her beh
Bruce A Carter I relationship to Claimant:
I, is true and correct.
giving Date:
15/15/2020
NOTE. ALL CLAIMANTS MAY BE REQUESTED TO BE EXAMINED AS TO THEIR CLAIM UNDER OATH. PRESENTATION OF A FALSE CLAIM IS A FELONY (GAL
PEN. CODF SEC 72). CLAIMS MUST BE FILED WITH CITY CLERK (GOV.CODE SEC.915a). STATE LAW PROVIDES THAT IF YOU ARE NOT NOTIFIED OF ANY
EM
- y r
y
ww
M �ti
4 k:iT.
;1%4
1, 'Xi'
W4.
i
VIEW SALES INVOICE
AMERICA'S TIRE 3/27/2020
4:01 PM
BRUCE
JUDY CARTER
ffimm
2019 GENESIS Plate#: M
G70 Miles: 69,W
1911BASF 3.3T Torque Specs: 95
CAS 22 CA# ARD271986 Invoice #
22765 ASPAIN ST 1821141
LAKE FOREST, CA 92630
949.472.8840
Salesperson 556 Lavaway Acct
BRIAN A !BARRA 1086126285
Estimated Completion Time: 03:00 PM
--------------------------------------------------------------------------------
Article ;sty Description FET
Price
Amount
--------------------------------------------------------------------------------
36596 -1 225 /40 R19 93Y XL BSW HK
273.00
-273.00
RHZ mCH PILOT SPORT 4
REPLACE TIRE IN HOLD RACK
INSTALL ONTO RF WHEN CUSTOMER ARRIVES
BOLT PATTERN: 5-114.3
32760 i 225 /40 R19 93Y XL BSW
273.00
273.00
NRM MCH PILOT SPORT 4S
TIRE MILEAGE WARRANTY: 30000
INFLATION F:36 R:41
38.25
38,25
80017 1 CERTIFICATES FOR
NRM REFUND, REPLACEMENT
For tire certificate details, see
www.aTr,ericastire.com/customer-service/certificates
80075 1 STATE REQUIRED
1.75
1.75
NRM TIRE FEE
80403 1 ADJUSTMENT/BAL & VAL
.00
.00
NRM LIFETIME
When replacing less than four tires, America's
Tire recommends that the new tires will be placed
on the rear of the vehicle
I understand by my signature below: The personal
and vehicle information I have voluntarily
provided is correct. I agree to purchase the
products, pay the fees, and authorize the service
and repairs at the final costs specifically listed
in this electronic invoice. This invoice, if and
as necessary under the law, is an estimate of
repair and service costs as detailed herein. Terms
and Conditions for this transaction are found at
www.americastire.com/customer-service/invoice-terms
Sub Total: 40.00
Sales Tax: .00
Sales Total: 40.00
Layaway Refund- 40.00
Tendered Today: 40.00
Tendered Total: 40.00
Signature on file
City Council Agenda Item Report
Agenda Item No. COV-251-2020
Submitted by: John Lau
Submitting Department: Finance/Treasury
Meeting Date: July 7, 2020
SUBJECT
Operating Account Warrant Register
Recommendation:
Approve Operating Account Warrant Register No. 48, for the period of May 31 through June 20, 2020,
which totals $10,263,526.55 and consists of ratification of electronic payments totaling $9,429,962.41
and ratification of the issuance of early checks totaling $833,564.14.
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. 48 covering claims and demands presented during the period
of May 31 through June 20, 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. 48, totals $10,263,526.55. 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. 48.
Attachments:
1. Operating Account Warrant Register No. 48
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 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: 6/24/2020
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: 6/23/2020 3:22:20PM
ELECTRONIC
VENDOR NAME AND NUMBER
002412- CALIFORNIA ISO
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ACCOUNT
INVOICE
NUMBER
AMOUNT
DESCRIPTION
055.9200.500150
$ 56,417.70
Initial Charges 05/20
055.9200.500210
$ 8,602.55
Initial Charges 05/20
055.9200.500170
$-3,655.70
Initial Charges 05/20
055.9200.500190
$-7,982.81
Initial Charges 05/20
055.9200.500150
$-42,149.22
Recalculation Charges 05/20
055.9200.500151
$ -0.03
Recalculation Charges 05/20
055.9200.500170
$-1,372.61
Recalculation Charges 05/20
055.9200.500190
$-109.56
Recalculation Charges 05/20
055.9200.500210
$ 3.64
Recalculation Charges 05/20
005182 - ANTHEM BLUE CROSS
011.1026.502031
$ 14,177.82
Medical Retirees-
005506 - BEST BEST & KRIEGER, LLP
011.1024.593200
$ 78.00
Re: General Municipal Matters
000267 - BROADBAND LLC
057.1057.500173
$ 4,139.00
Internet Access Services
INVOICE
202005263145649
018
202005263145649
018
202005263145649
018
202005263145649
018
202005263145649
018
202005263145649
018
202005263145649
018
202005263145649
018
202005263145649
018
117686016
877051
615202003744
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
06/01/2020
9807 $
9,753.96
06/02/2020
9808 $
14,177.82
06/02/2020
9812 $
78.00
06/02/2020
9813 $
4,139.00
Printed: 6/23/2020 3:22:20PM
Page 1 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
002426 - CH2M HILL ENGINEERS, INC
055.9000.596200
$ 12,202.25 Env Support Services
697275CH020
000956 - CROSSPOINT NETWORK
011.9019.520010
$ 1,100.00 Mitel MBG Teleworker User Lic. 10 Pack
IN20200104
SOLUTIONS,
000947 - DAILY JOURNAL
011.1003.550000
$ 270.00 Publication Services
B3366050
CORPORATION
004438 - FLEMING ENVIRONMENTAL,
011.1049.590000
$ 650.00 Designated Operator 30 Day Inspections
16161
INC
005155 - STEVEN FROBERG
011.1021.596200
$ 100.00 Attendance Stipend—
052020
005034 - KRONOS INCORPORATED
011.9019.590110
$ 821.04 Software & Hardware Usage Fees
11603022
006236 - SUEZ WTS SERVICES USA, INC
011.1033.590000
$ 59.68 Water Purification Services
900313713
011.1033.590000
$ 123.10 Water Purification Services
900382193
011.1033.590000
$ 95.17 Water Purification Services
900383660
011.1033.590000
$ 298.39 Water Purification Services
900395561
011.1033.590000
$ 179.03 Water Purification Services
900395626
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014327
06/02/2020 9814 $ 12,202.25
06/02/2020
9815
$ 1,100.00
06/02/2020
9816
$ 270.00
06/02/2020
9817
$ 650.00
06/02/2020
9818
$ 100.00
06/02/2020
9819
$ 821.04
06/02/2020 9820 $ 755.37
Printed: 6/23/2020 3:22:20PM
Page 2 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
006721- TULLETT PREBON AMERICAS
055.9200.500180
$ 3,000.00 Brokerage Fees
043020
CORP
001658 - WATER REPLENISHMENT
020.1084.500110
$ 186,620.85 Groundwater Production & Assessment
052620
DISTRICT
004442 - WIRELESS INNOVATION
055.9000.900000
$ 1,203.60 Iridium
57704
LIMITED
006651- ZIM INDUSTRIES, INC
020.1084.900000
$ 98,982.47 Well #22 Construction Project—
052720
006847 - ELBOW RIVER MARKETING
055.9200.500163
$ 1,269,050.00 Carbon Allowance
ERM165406
LTD
056.5610.596710
$ 223,950.00 Carbon Allowance
ERM165406
002468 - DEPARTMENT OF WATER &
055.9200.500170
$ 21,870.00 Electric Energy Transactions—
GA196534
POWER
055.9200.500260
$ 575.00 Electric Energy Transactions—
GA196534
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
06/02/2020 9821 $ 3,000.00
06/02/2020 9822 $ 186,620.85
06/02/2020
9823
$ 1,203.60
06/02/2020
9824
$ 98,982.47
06/02/2020 9825 $ 1,493,000.00
06/04/2020 9826 $ 22,445.00
Printed: 6/23/2020 3:22:20PM
Page 3 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT DESCRIPTION
INVOICE
005594 - US BANK CORPORATE 011.1043.520000
$ 484.00 Window Tinting
032320
011.5031.560000
$ 61.56 Cable Subscription
032320(10)
011.1001.596500
$ 1,215.00 Conference Registration / C. Menke
032320(11)
011.1002.596500
$ 405.71 Hotels / C. Fandino
032320(11)
011.1023.596600
$ 110.91 LA Times Subscription
032320(11)
011.1002.596500
$ 109.11 Meals / Meeting
032320(11)
055.8200.520000
$ 1,346.84 Spare Fuel Tank for VPU
032320(11)
011.1002.520000
$ 63.79 Supplies
032320(11)
011.1043.520000
$ 1,101.48 Supplies
032320(12)
011.9019.520010
$ 52.99 Adobe License
032320(13)
011.9019.520010
$ 14.22 Prime Membership Fee
032320(13)
011.9019.520010
$ 39.40 Supplies
032320(13)
011.9019.590110
$ 812.25 Google Drive
032320(13)
011.9019.520010
$ 184.50 GoToAssist Licenses
032320(13)
011.9019.520010
$ 144.00 GoToWebinar Licenses
032320(13)
011.9019.520010
$ 888.73 IT Supplies
032320(13)
011.9019.520010
$ 208.06 IT Supplies
032320(13)
011.9019.520010
$ 180.86 Microsoft OneDrive
032320(13)
011.9019.590110
$ 9.99 Microsoft OneDrive
032320(13)
011.9019.520010
$ 120.60 Postage
032320(13)
011.1024.520000
$ 64.72 Meals / Meeting
032320(14)
011.1060.520000
$ 29.44 Hand Sanitizers
032320(15)
011.1024.596500
$ 80.00 Airline
032320(16)
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/23/2020 3:22:20PM Page 4 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT DESCRIPTION
INVOICE
005594 - US BANK CORPORATE 011.1024.596500
$ 69.71 Meals
032320(16)
011.1024.596500
$ 106.77 Travel Expense
032320(16)
011.1004.596500
$ 60.00 Airline
032320(17)
011.1004.596500
$ 60.00 Airline / C. Gaytan
032320(17)
011.1004.596500
$ 576.20 Hotels
032320(17)
011.1004.596500
$ 576.20 Hotels / C. Gaytan
032320(17)
011.1004.520000
$ 67.24 Supplies
032320(17)
011.1004.596500
$ 276.19 Travel Expense
032320(17)
011.1031.520000
$ 36.00 COVID Supplies
032320(18)
011.1004.596700
$-300.00 Refund
032320(19)
011.1001.596500
$ 1,020.79 Airline / C. Menke
032320(2)
011.1002.520000
$ 31.35 Postage
032320(2)
011.1001.596500
$ 54.78 Travel Insurance / C. Menke
032320(2)
055.8300.520000
$ 321.92 Warehouse Safety Cage
032320(2)
055.8300.520000
$ 357.71 Warehouse Storage Area Heater
032320(2)
011.1070.550000
$ 172.17 Community Outreach Event
032320(2)
055.8300.520000
$ 8,163.26 Electrical / Water System Control Parts
032320(2)
011.1001.596500
$ 1,872.14 Hotels / C. Menke
032320(2)
011.1001.596500
$ 165.32 Meals / Meeting
032320(2)
011.1002.550000
$ 460.41 Meals / Meeting
032320(2)
011.1002.596500
$ 147.75 Meals / Meeting
032320(2)
011.1003.596300
$ 97.16 Meals / Workshop
032320(2)
055.8300.520000
$ 1,203.41 Portable Fuel Tanks
032320(2)
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/23/2020 3:22:20PM Page 5 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT DESCRIPTION
INVOICE
005594 - US BANK CORPORATE 011.1031.520000
$ 282.00 Supplies
032320(20)
011.1031.540000
$ 2,440.47 Uniforms
032320(20)
011.1031.596700
$ 135.00 Training / L. Gaytan
032320(20)
011.1031.596550
$ 60.00 Membership Dues
032320(20)
011.1031.596500
$ 774.05 Hotels / C. Diaz
032320(20)
011.1031.596500
$ 396.00 Hotels / J. Chavez
032320(20)
011.1031.596700
$ 28.16 Training / M. Velez
032320(20)
011.1031.596500
$-523.20 Refund
032320(20)
011.1031.596500
$ 540.96 Hotels / J. Cross
032320(20)
011.1031.596500
$ 528.92 Hotels / B. Redona
032320(20)
011.1031.596500
$ 528.92 Hotels / M. Fino
032320(20)
011.1031.596700
$ 140.00 Training / N. Ramos
032320(20)
055.9000.596600
$ 454.78 Books & Publications
032320(21)
055.9000.520000
$ 23.31 Meals / Meeting
032320(21)
055.9000.540000
$ 3,516.01 Uniforms
032320(21)
011.1003.520000
$ 101.05 Supplies
032320(22)
011.1033.570000
$ 1,249.49 Vehicle Expense
032320(23)
011.1031.596550
$ 190.00 Membership Dues
032320(24)
011.1046.520000
$ 600.00 Rear Cameras
032320(25)
011.1046.520000
$ 41.13 Supplies
032320(25)
011.1043.520000
$ 2,219.71 Supplies
032320(26)
011.1049.520000
$ 414.60 Supplies
032320(26)
011.1043.520000
$ 938.22 Bottled Water
032320(27)
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/23/2020 3:22:20PM Page 6 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
PAYMENT PAYMENT PAYMENT
VENDOR NAME AND NUMBER NUMBER
AMOUNT
DESCRIPTION
INVOICE P.O.#
DATE NUMBER AMOUNT
005594 - US BANK CORPORATE 055.8200.500230
$ 614.40
SCAQMD AER Report Fee
032320(28)
055.9000.596700
$ 167.96
Airline
032320(29)
055.9000.596550
$ 77.66
Cable Subscription
032320(3)
011.1026.520000
$ 452.89
Supplies
032320(30)
011.1060.520000
$ 107.71
Hand Sanitizers
032320(31)
055.9000.550000
$ 82.03
Meals / SCWRCB Inspection
032320(32)
011.1031.520000
$ 265.02
Digital Thermometers
032320(4)
011.1031.540000
$ 338.00
Badges
032320(5)
011.1033.596550
$ 420.00
Membership Dues
032320(6)
011.1002.596500
$ 1,147.28
Travel Expense / MGS Deposition Prep
032320(7)
056.5600.520000
$ 271.60
Supplies
032320(8)
011.1040.520000
$ 16.84
Supplies
032320(9)
011.1040.596500
$ 8.00
Travel Expense
032320(9)
06/04/2020 9827 $ 42,373.61
000059 - SO CAL EDISON 055.9200.500170
$ 24,669.00
Laguna Bell 04/20
7501133711
055.9200.500170
$ 53,460.00
Victorville Lugo Vernon 04/20
7501133712
055.9200.500170
$ 126,360.00
Mead Laguna Bell 04/20
7501133713
055.9200.500170
$ 24,669.00
Laguna Bell 05/20
7501138265
055.9200.500170
$ 53,460.00
Victorville Lugo Vernon 05/20
7501138266
055.9200.500170
$ 126,360.00
Mead Laguna Bell 05/20
7501138267
06/05/2020 9831 $ 408,978.00
Printed: 6/23/2020 3:22:20PM Page 7 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT INVOICE
VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION
002412- CALIFORNIA ISO
055.9200.500150 $
055.9200.500170 $
055.9200.500190 $
055.9200.500210 $
055.9200.500151 $
055.9200.500150 $
055.9200.500190 $
-30,337.71 Recalculation Charges 05/20
-2,153.62 Recalculation Charges 05/20
-753.55 Recalculation Charges 05/20
-333.97 Recalculation Charges 05/20
0.06 Recalculation Charges 05/20
-1,491.67 Recalculation Charges 08/17
-1,659.63 Recalculation Charges 08/17
055.9200.500150 $ 74,868.46 Initial Charges 05/20
055.9200.500170 $ 1,135,957.91 Initial Charges 05/20
055.9200.500210 $ 21,345.94 Initial Charges 05/20
055.9200.500240 $ 7,047.29 Initial Charges 05/20
055.9200.500151 $ -0.43 Initial Charges 05/20
055.9200.500170 $-128.88 Initial Charges 05/20
055.9200.500180 $-1,840.02 Initial Charges 05/20
PAYMENT PAYMENT PAYMENT
INVOICE P.O.# DATE NUMBER AMOUNT
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
202006023145713
456
Printed: 6/23/2020 3:22:20PM Page 8 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
002412 - CALIFORNIA ISO
055.9200.500190
$-13,220.70
Initial Charges 05/20
202006023145713
456
000447 - CDW GOVERNMENT, INC
011.9019.520010
$ 3,268.90
Canon imageFORMULA DR-C225 II -
XTC9319
011.9019.520010
$ 310.55
Sales Tax 9.5%
XTC9319
011.9019.520010
$ 1,300.85
Epson TM S9000-021 11ODPM - receipt
XVB0716
011.9019.520010
$ 38.49
Freight
XVB0716
011.9019.520010
$ 123.58
Sales Tax 9.5%
XVB0716
001401- CENTRAL BASIN MWD
020.1084.500130
$ 30,662.50
Recycled Water
VERAPR20
000956 - CROSSPOINT NETWORK
011.9019.520010
$ 4,500.00
Mitel Enterprise User License
IN20200188
SOLUTIONS,
011.9019.520010
$ -10.00
10%
IN20200188
011.9019.520010
$ 427.50
Sales Tax 9.5%
IN20200188
001206 - DELL MARKETING LP
011.9019.860000
$ 8,164.95
Dell Latitude 3500—
10393172149
011.9019.860000
$ 2,300.40
Non -Taxable from above line item
10393172149
011.9019.860000
$ 546.00
Freight
10393172149
011.9019.860000
$ 75.00
ENVIRONMENTAL FEE
10393172149
011.9019.860000
$ 775.67
Sales Tax 9.5%
10393172149
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014351
011.0014356
011.0014356
011.0014328
011.0014328
011.0014353
011.0014353
011.0014353
011.0014353
06/08/2020 9832 $ 1,187,299.48
06/09/2020
9833
$ 5,042.37
06/09/2020
9834
$ 30,662.50
06/09/2020 9835 $ 4,917.50
06/09/2020 9836 $ 11,862.02
Printed: 6/23/2020 3:22:20PM
Page 9 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
001701- FUJITSU NETWORK
057.1057.900000
$ 7,357.82
Internet Connection Equipment
91879447
COMMUNICATIONS
001729 - GOVCONNECTION, INC
011.9019.520010
$ 3,872.04
Microsoft Surface Laptop 3 Core
57710344
011.9019.520010
$ 15.00
FEES
57710344
011.9019.520010
$ 367.84
Sales Tax 9.5%
57710344
000195 - ITRON, INC
055.7100.595200
$ 19,286.98
Meter Reading Billing Software Upgrade
556982
005108 - 1EMMOTT ROLLINS GROUP,
011.1021.797000
$ 13,750.00
Professional Services—
MAY20
INC
003053 - LEVEL 3 COMMUNICATIONS,
057.1057.500173
$ 7,143.11
Internet Access Services
110184125
LLC
005433 - RUTAN & TUCKER, LLP
011.1024.593200
$ 8,757.37
Re: Torres Arbitration
865093
011.1024.593200
$ 14,630.91
Re: Torres Arbitration
868044
006862 - JOHN CORDOVA 011.1049.520000
$ 254.24
Reimb. Forehead Thermometers—
060820
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
06/09/2020
011.0014352
011.0014352
06/09/2020
06/09/2020
06/09/2020
06/09/2020
06/09/2020
06/11/2020
9837 $ 7,357.82
9838 $ 4,254.88
9839 $ 19,286.98
9840 $ 13,750.00
9841 $ 7,143.11
9842 $ 23,388.28
9843 $ 254.24
Printed: 6/23/2020 3:22:20PM Page 10 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT INVOICE
VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION
002517 - SO CAL PUBLIC POWER
AUTHORITY
055.9200.500154 $ 269,670.95 Astoria 2 Solar Project
PAYMENT PAYMENT PAYMENT
INVOICE P.O.# DATE NUMBER AMOUNT
ATSP0620
06/11/2020 9844 $ 269,670.95
Printed: 6/23/2020 3:22:20PM Page 11 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT DESCRIPTION
INVOICE
005594 - US BANK CORPORATE 011.9019.860000
$ 25.17 Charging Cable
042220
011.9019.860000
$ 43.76 Dolly Cart Replacement Wheel
042220
011.1003.520000
$ 14.50 Postage
042220(10)
011.1033.520000
$ 207.90 Supplies
042220(10)
011.1002.520000
$ 536.53 Extra Face Masks for COVID-19 Emergency
042220(11)
011.1023.596600
$ 129.95 LA Business Journal Annual Subscription
042220(11)
011.1023.596600
$ 54.49 LA Times Subscription
042220(11)
055.8200.520000
$ 1,346.84 Spare Fuel Tank for VPU
042220(11)
020.1084.900000
$ 2,417.94 SCADA/ Electrical Upgrades
042220(12)
011.1043.520000
$ 38.04 Supplies
042220(13)
011.9019.520010
$ 52.99 Adobe License
042220(14)
011.9019.520010
$ 240.59 Phone Cases
042220(14)
011.9019.520010
$ 350.30 POE Injectors for IP Phones
042220(14)
011.9019.520010
$ 14.22 Prime Membership Fee
042220(14)
011.9019.520010
$ 229.88 Replacement Laptop Adaptors
042220(14)
011.9019.520010
$ 280.30 Router for Well 22 Project
042220(14)
011.9019.520010
$ 18.00 Screen Recording Software
042220(14)
011.9019.520010
$ 44.09 SD Card for Washington Sump Camera
042220(14)
011.9019.520010
$ 153.24 Smart Plug for IT
042220(14)
011.9019.520010
$ 337.50 SSL Firewall Code Licenses
042220(14)
011.9019.520010
$ 26.08 Wireless Extender
042220(14)
011.9019.520010
$ 9.99 Arlo Camera Plan
042220(14)
011.9019.520010
$ 9.99 Bria VOIP App
042220(14)
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/23/2020 3:22:20PM Page 12 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT DESCRIPTION
INVOICE
005594 - US BANK CORPORATE 011.9019.520010
$ 31.16 Domain Name Renewal
042220(14)
011.9019.520010
$ 2,846.89 EOC Laptop for COVID-19
042220(14)
011.9019.520010
$ 857.03 Google Drive
042220(14)
011.9019.520010
$ 450.50 GoToAssist Licenses
042220(14)
011.9019.520010
$ 249.00 GoToWebinar Software
042220(14)
011.9019.520010
$ 291.51 Microsoft OneDrive
042220(14)
011.1060.520000
$ 306.60 Gloves
042220(15)
011.199999
$ 1.58 Reimbursed Charge
042220(16)
011.1004.596600
$ 83.59 Books & Publications
042220(17)
011.1004.520000
$ 85.77 Supplies
042220(17)
011.1004.596700
$ 35.00 Training
042220(17)
011.1004.596700
$ 35.00 Training/A. Melgar
042220(17)
011.1031.596700
$ -28.16 Cancelled Training / M. Velez
042220(18)
011.1031.520000
$ 3,224.73 Police Equipment
042220(18)
011.1031.540000
$ 1,227.00 Uniforms
042220(18)
011.1049.520000
$ 275.94 Supplies
042220(19)
055.9200.596200
$ 200.00 NAESB EIR Subscription
042220(2)
055.9000.550000
$ 15.00 Advertisement & Promotion
042220(20)
055.9000.596700
$ 319.20 Employee Development & Training
042220(20)
055.9000.520000
$ 1,883.22 Face Masks
042220(20)
011.1003.520000
$ 40.87 Meals / General Municipal Election
042220(21)
011.1003.596300
$ 104.16 Refreshments for Canvassing Board &
042220(21)
011.1033.590000
$ 308.75 Calibration Gas
042220(22)
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/23/2020 3:22:20PM Page 13 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT DESCRIPTION
INVOICE
005594 - US BANK CORPORATE 011.1033.570000
$ 169.83 PUC Tags
042220(22)
011.1049.520000
$ 873.60 Bottled Water
042220(23)
011.1049.520000
$ 1,998.17 Various Safety Supplies
042220(23)
011.1049.520000
$ 3,234.69 Disposable Coveralls
042220(23)
011.1049.520000
$ 127.95 Face Masks
042220(23)
011.1049.520000
$ 656.98 Forehead Thermometers
042220(23)
011.1049.520000
$ 1,821.39 Gloves
042220(23)
011.1049.520000
$ 177.11 Hand Sanitizers
042220(23)
011.1049.520000
$ 403.17 Plastic Bottles
042220(23)
011.1049.520000
$ 246.38 Safety Vests
042220(23)
011.1049.520000
$ 446.56 Trigger Sprayer
042220(23)
011.1049.520000
$ 502.06 Supplies
042220(24)
011.1033.520000
$ 31.30 Temple Thermometer
042220(25)
011.1033.595200
$ 125.00 COVID-19 Testing
042220(26)
055.9000.520000
$ 229.92 Forehead Thermometers
042220(27)
020.1084.900000
$ 1,665.57 SCADA/ Electrical Upgrades
042220(27)
020.1084.900000
$ 1,628.85 SCADA/ Electrical Upgrades
042220(27)
055.9000.596700
$ 350.00 Training / C. Arellano
042220(27)
011.1060.596600
$ 338.00 Books & Publications
042220(28)
011.1024.596700
$-675.00 Refund / Conference Registration Fees
042220(29)
011.1031.520000
$ 105.52 Clorox Wipes
042220(3)
011.1031.520000
$ 5,450.00 Disposable Masks
042220(3)
011.199999
$ 10.78 Reimbursed Charge
042220(4)
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/23/2020 3:22:20PM Page 14 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT INVOICE
VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION
005594 - US BANK CORPORATE
003049 - PETRELLI ELECTRIC, INC
011.1033.520000 $
011.1033.520000 $
011.1033.540000 $
011.1047.520000 $
011.1033.520000 $
011.1049.520000 $
011.5031.560000 $
472.49 Holding Chambers & Masks
175.16 02 Saturation Monitors
813.21 Safety Goggles
630.61 Supplies
32.84 Temple Thermometer
392.95 Mailboxes
61.56 Cable Subscription
055.9100.900000 $ 404,034.30 Electric Service Maintenance
055.8300.590000 $ 479,924.64 Electric Service Maintenance
055.8000.590000 $ 39,928.98 Electric Service Maintenance
PAYMENT PAYMENT PAYMENT
INVOICE P.O.# DATE NUMBER AMOUNT
042220(5)
042220(5)
042220(5)
042220(6)
042220(7)
042220(8)
042220(9)
200128
200128
200128
06/12/2020 9845 $ 41,923.28
06/12/2020 9846 $ 923,887.92
Printed: 6/23/2020 3:22:20PM Page 15 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT
DESCRIPTION
INVOICE
002412 - CALIFORNIA ISO 055.9200.500150
$ 7.36
Initial Charges 06/20
202006093145794
297
055.9200.450340
$ 356.70
Recalculation Charges 08/19
202006093145794
297
055.9200.500150
$-10,578.98
Recalculation Charges 05/20
202006093145794
308
055.9200.500170
$-1,315.23
Recalculation Charges 05/20
202006093145794
308
055.9200.500190
$-352.23
Recalculation Charges 05/20
202006093145794
308
055.9200.500210
$-209.11
Recalculation Charges 05/20
202006093145794
308
055.9200.500150
$ 147,002.42
Initial Charges 06/20
202006093145794
308
055.9200.500210
$ 15,795.68
Initial Charges 06/20
202006093145794
308
055.9200.500151
$ -0.08
Initial Charges 06/20
202006093145794
308
055.9200.500170
$-1,857.86
Initial Charges 06/20
202006093145794
308
055.9200.500190
$-15,592.94
Initial Charges 06/20
202006093145794
308
055.9200.500150
$ 2,733.83
Recalculation Charges 11/18
202006093145794
308
055.9200.500151
$ 3.00
Recalculation Charges 11/18
202006093145794
308
055.9200.500170
$ 7.79
Recalculation Charges 11/18
202006093145794
308
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/23/2020 3:22:20PM Page 16 of 49
ELECTRONIC
VENDOR NAME AND NUMBER
002412- CALIFORNIA ISO
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ACCOUNT
NUMBER
INVOICE
AMOUNT
DESCRIPTION
INVOICE
055.9200.500180
$ 16.80
Recalculation
Charges 11/18
202006093145794
308
055.9200.500190
$ -0.03
Recalculation
Charges 11/18
202006093145794
308
055.9200.500150
$ 363.18
Recalculation
Charges 08/19
202006093145794
308
055.9200.500180
$ 31.38
Recalculation
Charges 08/19
202006093145794
308
055.9200.500190
$ 254.27
Recalculation
Charges 08/19
202006093145794
308
055.9200.500151
$ -0.56
Recalculation
Charges 08/19
202006093145794
308
055.9200.500170
$-27,802.07
Recalculation
Charges 08/19
202006093145794
308
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
005929 - ACCELA, INC 011.9019.590110 $ 12,082.23 EnvisionConnect Software for Health INVACC52159
000956 - CROSSPOINT NETWORK 011.9019.520010 $ 3,780.00 Mitel IP Phone 5320 None Back Lit 10/100 IN20200154 011.0014331
SOLUTIONS,
011.9019.520010 $ 359.10 Sales Tax 9.5% IN20200154
06/15/2020
9847
$ 108,863.32
06/16/2020
9848
$ 12,082.23
06/16/2020 9849 $ 4,139.10
Printed: 6/23/2020 3:22:20PM
Page 17 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
004438- FLEMING ENVIRONMENTAL,
011.1049.590000
$ 3,580.00 SB989 Leak Test
INC
011.1049.590000
$ 784.06 Repairs Made During SB989 Testing
011.1049.590000
$ 3,350.00 AQMD R461 & SB989 Tests
011.1049.590000
$ 240.00 Service Call
000147 - GENERAL PUMP COMPANY,
020.1084.900000
$ 7,375.00 Well & Booster Pump Repairs
INC
004500 - ICE US OTC COMMODITY
055.9200.596200
$ 7.50 Bilateral Physical Gas Fee
MARKETS,
003606 - INSIGHT PUBLIC SECTOR, INC
011.9019.590110
$ 169.90 Microsoft Office 365 (Plan G1) -
011.9019.590110
$ 254.10 Microsoft Office 365 (Plan E3) -
011.9019.590110
$ 609.90 Microsoft Office 365 (Plan E3) -
006198 - 1RM
055.8100.596200
$ 53,442.67 Security Services
002169 - KONECRANES, INC
055.8400.590000
$ 705.00 Quarterly Inspection 06/20
006858 - MARIN CLEAN ENERGY
055.9200.500180
$ 14,000.00 Capacity Charge 05/20
INVOICE
16208
16209
16210
16225
27364
420001688006
1100733488
1100733488
1100735145
4082REV
154301845
VERNON0520
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
06/16/2020 9850 $ 7,954.06
06/16/2020 9851 $ 7,375.00
06/16/2020 9852 $ 7.50
011.0014324
011.0014324
011.0014394
06/16/2020
06/16/2020
06/16/2020
06/16/2020
9853
$ 1,033.90
9854
$ 53,442.67
9855
$ 705.00
9856
$ 14,000.00
Printed: 6/23/2020 3:22:20PM Page 18 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
006687 - NDS
011.1004.520000
$ 279.78 Postage
006801- NTT CLOUD
011.9019.560010
$ 880.76 Audio Conferencing Charges
COMMUNICATIONS U.S.
000629 - OPEN ACCESS TECHNOLOGY
055.9200.596200
$ 841.76 Electronic Tagging—
INTL, 1
006746 - VERONICA PETROSYAN
011.1060.596700
$ 490.00 Reimb. Training Registration Fees
006702 - SALLY SWANSON
011.1043.595200
$ 2,427.50 ADA Self Evaluation & Transition Plan
ARCHITECTS, INC
002517 - SO CAL PUBLIC POWER
055.9200.500154
$ 261,964.48 Antelope DSR 1 Solar Project
AUTHORITY
001079 - SIEMENS MOBILITY, INC
011.1043.590000
$ 3,239.00 Traffic Signal Maintenance
011.1043.590000
$ 805.23 Traffic Signal Maintenance
011.1043.590000
$ 3,316.59 Traffic Signal Maintenance
011.1043.590000
$ 2,795.16 Traffic Signal Maintenance
011.1043.590000
$ 2,625.50 Traffic Signal Maintenance
Printed: 6/23/2020 3:22:20PM
INVOICE
768511
USINV2005114296
155592
061020
245607
DSR10620
5610219818
5620016643
5620026606
5620026631
5620030455
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
06/16/2020
06/16/2020
055.0002734
06/16/2020
06/16/2020
06/16/2020
06/16/2020
9857 $ 279.78
9858 $ 880.76
9859 $ 841.76
9860 $ 490.00
9861 $ 2,427.50
9862 $ 261,964.48
06/16/2020 9863 $ 12,781.48
Page 19 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT INVOICE
VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION INVOICE P.O.#
002227 - US DEPARTMENT OF ENERGY 055.9200.500150 $ 29,647.96 Boulder Canyon Project Charges 05/20 GG1766WO520
055.9200.500180 $ 25,623.20 Boulder Canyon Project Charges 05/20 GG1766WO520
PAYMENT PAYMENT PAYMENT
DATE NUMBER AMOUNT
06/16/2020 9864 $ 55,271.16
001695 -
VULCAN MATERIALS CO
056.5600.520000
$ 2,118.29
Asphalt—
72573013
056.0000573
056.5600.520000
$ 1,238.40
Asphalt—
72575067
056.0000573
06/16/2020
9865
$ 3,356.69
003584 -
WILLIAMS DATA
011.1003.596200
$ 375.00
Storage Services
509354
MANAGEMENT
011.1003.596200
$ 1,282.92
Storage Services
510280
06/16/2020
9866
$ 1,657.92
005784 -
ZONES, INC
011.9019.520010
$ 1,813.12
SonicWall NSA 2650 - security appliance
K15359150101
011.0014390
011.9019.520010
$ 172.25
Sales Tax 9.5%
K15359150101
06/16/2020
9867
$ 1,985.37
001906 -
WILLIAM DAVIS
057.1057.550000
$ 121.95
Reimb. Internet Charges 01/20-03/20
061820
06/18/2020
9868
$ 121.95
005365 -
DIANA MORALES GONZALES
057.1057.550000
$ 206.19
Reimb. Internet Charges 01/20-03/20—
061820
06/18/2020
9869
$ 206.19
001649 -
PIC ENVIRONMENTAL
011.1060.595200
$ 2,500.00
Geologic Consulting Services
15774
SERVICE CORP
011.1060.595200
$ 500.00
Geologic Consulting Services
15813
06/18/2020 9870 $ 3,000.00
Printed: 6/23/2020 3:22:20PM
Page 20 of 49
ELECTRONIC
VENDOR NAME AND NUMBER
004856 - MELISSA YBARRA
001552 - HOME DEPOT CREDIT
SERVICES
002190 - OFFICE DEPOT
000059 - SO CAL EDISON
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ACCOUNT
INVOICE
NUMBER
AMOUNT DESCRIPTION
057.1057.550000
$ 121.95 Reimb. Internet Charges 01/20-03/20
011.1043.520000
$ 1,580.72 Small Tools & Plumbing Hardware—
011.1048.520000
$ 195.42 Small Tools & Plumbing Hardware-
011.1049.520000
$ 1,088.43 Small Tools & Plumbing Hardware-
011.1033.520000
$ 77.38 Supplies
011.1033.520000
$ 7.35 Sales Tax 9.5%
011.1033.520000
$ 87.39 Supplies
011.1033.520000
$ 8.30 Sales Tax 9.5%
011.1004.520000
$ 253.56 Supplies
011.1004.520000
$ 24.09 Sales Tax 9.5%
011.1043.560000 $ 70.14 Period: 04/14/20 - 05/14/20
PAYMENT
PAYMENT
PAYMENT
INVOICE
P.O.#
DATE
NUMBER
AMOUNT
061820
06/18/2020
9871
$ 121.95
032620_MULTIPLE
011.0013892
032620_MULTIPLE
011.0013892
032620_MULTIPLE
011.0013892
06/03/2020
9875
$ 2,864.57
457092556001
457092556001
457126784001
457126784001
489426940001
489426940001
06/03/2020
9876
$ 458.07
051520
06/02/2020
9877
$ 70.14
Printed: 6/23/2020 3:22:20PM
Page 21 of 49
ELECTRONIC
VENDOR NAME AND NUMBER
001581- THE GAS COMPANY
001617 - UPS
000059 - SO CAL EDISON
001581- THE GAS COMPANY
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ACCOUNT
NUMBER
INVOICE
AMOUNT
DESCRIPTION
INVOICE
011.1048.560000
$ 27.08
Period:04/20
051120(2)
011.1033.560000
$ 47.18
Period:04/20
051120(3)
011.1033.560000
$ 10.56
Period:04/20
051120(4)
011.1033.560000
$ 127.24
Period:04/20
051120(5)
011.1049.560000
$ 786.19
Period:04/20
051220
011.1049.560000
$ 580.10
Period:04/20
051220(2)
011.1043.560000
$ 290.05
Period:04/20
051220(2)
020.1084.560000
$ 290.05
Period:04/20
051220(2)
011.1041.520000
$ 31.00
Period:05/20
933312190(2)
011.1041.520000
$ 121.96
Period:05/20
933312200(2)
011.1041.520000
$ 45.18
Period:05/20
933312210
055.8100.560010
$ 24.09
Period:04/20
042920(2)
055.9200.560010
$ 652.66
Period:04/20
050220(2)
056.5600.560000 $ 20.89 Period:04/20 051220(3)
PAYMENT PAYMENT PAYMENT
P.O.# DATE NUMBER AMOUNT
06/03/2020 9878 $ 2,158.45
06/04/2020
9879
$ 198.14
06/04/2020
9880
$ 676.75
06/04/2020
9881
$ 20.89
Printed: 6/23/2020 3:22:20PM
Page 22 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
003336 - BICENT (CALIFORNIA)
055.9200.500150
$ 340,642.30 Monthly Energy Related Payment
MALBURG, L
055.9200.500150
$ 18,108.39 Monthly Heat Rate
055.9200.500180
$ 3,657,717.60 Monthly Capacity Payment
055.9200.500150
$-375.68 Fuel Burden
004075 - THE DEPARTMENT OF THE
011.210210
$ 33.71 Medicare Tax: 3rd Party Sick Pay
TREASURY
004075 - THE DEPARTMENT OF THE
011.210210
$ 34.80 Medicare Tax: 3rd Party Sick Pay
TREASURY
002190 - OFFICE DEPOT
011.1049.520000
$ 462.26 Supplies
011.1049.520000
$ 43.91 Sales Tax 9.5%
011.1002.520000
$ 162.13 Supplies
011.1002.520000
$ 8.22 Sales Tax 9.5%
011.1002.520000
$ 8.99 Supplies
011.1002.520000
$ 0.85 Sales Tax 9.5%
000059 - SO CAL EDISON
011.1043.560000
$ 47.56 Period: 05/20
011.1042.560000
$ 278.29 Period:05/20
PAYMENT
PAYMENT
PAYMENT
INVOICE
P.O.# DATE
NUMBER
AMOUNT
5202001
5202001
5202001
5202001
06/19/2020
9882 $
4,016,092.61
040120
05/14/2020
9883 $
33.71
050720
05/20/2020 9884 $ 34.80
437013763001
437013763001
443429558001
443429558001
443429982001
443429982001
06/19/2020 9885 $ 686.36
053020
060220
06/19/2020 9886 $ 325.85
Printed: 6/23/2020 3:22:20PM
Page 23 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ELECTRONIC
ACCOUNT INVOICE
VENDOR NAME AND NUMBER NUMBER AMOUNT DESCRIPTION
PAYMENT PAYMENT
INVOICE P.O.# DATE NUMBER
TOTAL ELECTRONIC
PAYMENT
AMOUNT
$ 9,429,962.41
Printed: 6/23/2020 3:22:20PM Page 24 of 49
EARLY CHECKS
VENDOR NAME AND NUMBER
000005 - A THRONE CO, INC
ACCOUNT
NUMBER
011.1043.520000 $
011.1033.596200 $
001624 - ALLSTAR FIRE EQUIPMENT, 011.1033.540000 $
INC
011.1033.540000 $
011.1033.540000 $
011.1033.520000 $
011.1033.520000 $
011.1033.540000 $
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
INVOICE PAYMENT CHECK PAYMENT
AMOUNT DESCRIPTION INVOICE P.O.# DATE NUMBER AMOUNT
111.33 Portable Restrooms 637904
122.43 Portable Restrooms 937908
06/02/2020 605632 $ 233.76
1,185.57 Pro -Tech Titan NFPA Structure Gloves
217505
308.79 Haix Structure Boots—
222983 011.0013980
607.50 Haix Structure Boots—
223219 011.0013980
1,902.30 Monsato Phos Check Class "A" Foam in 5
223449 011.0014345
180.72 Sales Tax 9.5%
223449
213.53 Yellow Nomex Brush Coat
223535
06/02/2020 605633 $ 4,398.41
Printed: 6/23/2020 3:22:20PM
Page 25 of 49
EARLY CHECKS
VENDOR NAME AND NUMBER
006308 - ANAYA SERVICE CENTER
ACCOUNT
NUMBER
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.520000 $
011.1046.590000 $
011.1046.520000 $
002308- ASBURY ENVIRONMENTAL 055.8400.590000 $
SERVICES
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
INVOICE
AMOUNT DESCRIPTION
18.95 at4z9h486a gasket
11.52 xw4z6700aa seal
40.00 jl3z6l266a tensioner
68.40 at4z6k254a tensioner
168.95 at4z8501b water pump
7.90 fivy8255a seal
24.95 1x4z8575a thermostat
10.95 br3z6584b gasket
15.95 br3z6584c gasket
65.70 41-814 spark plug
33.95 ko60448 drive belt
6.95 fl500s oil filter
14.95 vc7a coolant
12.00 oil
720.00 labor
47.61 Sales Tax 9.5%
378.66 Environmental Services
INVOICE
33108
33108
33108
33108
33108
33108
33108
33108
33108
33108
33108
33108
33108
33108
33108
33108
1.71UUU1-LIEPA a
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
011.0014247
06/02/2020 605634 $ 1,268.73
06/02/2020 605635 $ 378.66
Printed: 6/23/2020 3:22:20PM
Page 26 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT
DESCRIPTION
INVOICE
001948 - AT&T 011.9019.560010
$ 1,045.11
Period: 12/10/19 - 01/09/20
14161003
011.9019.560010
$ 21.04
Period: 02/06/20 - 03/05/20
14425530
011.9019.560010
$ 2,672.62
Period: 02/10/20 - 03/09/20
14437651
011.9019.560010
$ 40.66
Period: 02/10/20 - 03/09/20
14437652
055.9000.560010
$ 231.27
Period: 02/10/20 - 03/09/20
14437653
011.9019.560010
$ 2,037.79
Period: 02/10/20 - 03/09/20
14437654
011.9019.560010
$ 1,020.12
Period: 02/10/20 - 03/09/20
14437655
056.5600.560010
$ 605.21
Period: 02/10/20 - 03/09/20
14437656
056.5600.560010
$ 21.04
Period: 02/10/20 - 03/09/20
14437755
011.9019.560010
$ 1,033.41
Period: 02/10/20 - 03/09/20
14438087
011.9019.560010
$ 19.38
Period: 02/15/20 - 03/14/20
14477903
055.9000.560010
$ 231.27
Period: 03/10/20 - 04/09/20
14581354
056.5600.560010
$ 605.21
Period: 03/10/20 - 04/09/20
14581357
056.5600.560010
$ 21.04
Period: 03/10/20 - 04/09/20
14581456
011.9019.560010
$ 20.94
Period: 04/06/20 - 05/05/20
14686675
011.9019.560010
$ 2,679.19
Period: 04/10/20 - 05/09/20
14723575
011.9019.560010
$ 40.42
Period: 04/10/20 - 05/09/20
14723576
055.9000.560010
$ 230.34
Period: 04/10/20 - 05/09/20
14723577
011.9019.560010
$ 2,057.25
Period: 04/10/20 - 05/09/20
14723578
011.9019.560010
$ 1,011.47
Period: 04/10/20 - 05/09/20
14723579
056.5600.560010
$ 601.73
Period: 04/10/20 - 05/09/20
14723580
056.5600.560010
$ 20.92
Period: 04/10/20 - 05/09/20
14723679
011.9019.560010
$ 721.21
Period: 04/10/20 - 05/09/20
14724011
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
Printed: 6/23/2020 3:22:20PM Page 27 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
1_1:7 KO:Ito INi
ACCOUNT
INVOICE
PAYMENT
CHECK
PAYMENT
VENDOR
NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
P.O.#
DATE
NUMBER
AMOUNT
001948 -
AT&T
011.9019.560010
$ 19.23
Period: 04/15/20 - 05/14/20
14761221
06/02/2020
605636
$ 17,007.87
006848 -
MARIELA BARRALES
011.1021.797000
$ 2,000.00
VCF Scholarship Grant Award
060120
06/02/2020
605637
$ 2,000.00
001783 -
CAL MUNICIPAL UTILITIES
055.9000.596550
$ 83,662.00
Annual Dues FY 2020-2021
190559
ASSOC
06/02/2020
605638
$ 83,662.00
006543 -
1AMES CHANG
011.1021.596200
$ 100.00
Attendance Stipend—
052020
06/02/2020
605639
$ 100.00
003088 -
CLINICAL LAB OF SAN
020.1084.500140
$ 601.00
Lab Services
974411
BERNARDINO
06/02/2020
605640
$ 601.00
003856 -
COMMERCIAL TIRE
011.1046.520000
$ 1,412.72
12r22.5 goodyear rsa tires
1GS159626
011.0014253
COMPANY
011.1046.590000
$ 147.04
federal exile test
1GS159626
011.0014253
011.1046.590000
$ 7.00
recycle fee
1GS159626
011.0014253
011.1046.590000
$ 48.00
disposal fee
1GS159626
011.0014253
011.1046.590000
$ 120.00
labor
1GS159626
011.0014253
011.1046.520000
$ 148.18
Sales Tax 10.50
1GS159626
06/02/2020
605641
$ 1,882.94
006717 -
RONIT DAHAN-EDRY
011.1048.596200
$ 100.00
Attendance Stipend—
042920
06/02/2020
605642
$ 100.00
Printed: 6/23/2020 3:22:20PM Page 28 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
1_1:7 KO:Ito I; i
ACCOUNT
INVOICE
PAYMENT
CHECK
PAYMENT
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
P.O.# DATE
NUMBER
AMOUNT
002566 - DEWEY PEST CONTROL
011.1049.590000
$ 67.00 Pest Control Services
13434994
011.1049.590000
$ 42.00 Pest Control Services
13434995
011.1048.590000
$ 60.00 Pest Control Services
13435484
011.1048.590000
$ 100.00 Pest Control Services
13435489
011.1048.590000
$ 95.00 Pest Control Services
13435490
011.1048.590000
$ 135.00 Pest Control Services
13435491
011.1048.590000
$ 75.00 Pest Control Services
13435492
011.1049.590000
$ 62.00 Pest Control Services
13435493
011.1033.590000
$ 27.00 Pest Control Services
13446864
011.1033.590000
$ 25.00 Pest Control Services
13446865
011.1033.590000
$ 25.00 Pest Control Services
13446866
011.1033.590000
$ 25.00 Pest Control Services
13448984
06/02/2020
605643 $
738.00
005229 - EHS INTERNATIONAL, INC
055.9000.596700
$ 600.00 Virtual Training Courses
318500
055.9000.596700
$ 400.00 Virtual Training Courses
318514
055.9000.596700
$ 400.00 Virtual Training Courses
318515
06/02/2020
605644 $
1,400.00
000524 - FERGUSON WATERWORKS
011.120010
$ 872.88 (3010-230) LF 2" Brass Cap LL Brass
708317
011.0014293
011.120010
$ 82.92 Sales Tax 9.5%
708317
011.120010
$ 1,230.72 (3010-240) LF 2" Brass Cap
7083171
011.0014293
011.120010
$ 116.92 Sales Tax 9.5%
7083171
06/02/2020
605645 $
2,303.44
Printed: 6/23/2020 3:22:20PM Page 29 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
001359 - FIREFIGHTERS' SAFETY
011.1033.540000
$ 288.26 Uniforms
27257
CENTER
006622 - FULLER ENGINEERING, INC
020.1084.500140
$ 1,038.13 Sodium Hypochlorite
141228
006849 - ANGELICA GARCIA
011.1021.797000
$ 2,000.00 VCF Scholarship Grant Award
060120
000456 - GATEWAY CITIES COUNCIL OF
011.1043.595200
$ 1,600.00 Membership Dues FY 2019-2020
042720
GOVT
011.1002.596550
$ 13,650.00 Membership Dues FY 2019-2020
042720
004937 - MICHAEL J GAVINA
011.1021.596200
$ 100.00 Attendance Stipend—
052020
006850 - DANIEL GONZALEZ
011.1021.797000
$ 3,000.00 VCF Scholarship Grant Award
060120
000280 - HARPER & ASSOC
020.1084.900000
$ 14,900.00 Engineering Services
ENG6973
ENGINEERING
000706 - INFRASTRUCTURE
020.1084.900000
$ 1,080.00 Professional Services 03/20
12484
ENGINEERING COR
020.1084.900000
$ 19,538.35 Professional Services 04/20
12559
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
06/02/2020
605646
$ 288.26
06/02/2020
605647
$ 1,038.13
06/02/2020
605648
$ 2,000.00
06/02/2020
605649
$ 15,250.00
06/02/2020
605650
$ 100.00
06/02/2020
605651
$ 3,000.00
06/02/2020 605652 $ 14,900.00
06/02/2020 605653 $ 20,618.35
Printed: 6/23/2020 3:22:20PM
Page 30 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
1_1:7 KO:Ito INi
ACCOUNT
INVOICE
PAYMENT
CHECK
PAYMENT
VENDOR
NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
P.O.#
DATE
NUMBER
AMOUNT
000829 -
IRON MOUNTAIN
011.9019.560010
$ 49.28
Storage Services
202126345
06/02/2020
605654
$ 49.28
006789 -
1C SALES
011.1060.520000
$ 1,098.24
Hand Sanitizers
100120051502224
40
06/02/2020
605655
$ 1,098.24
006845 -
JOSEPH T. RYERSON & SONS
055.7200.596702
$ 36,475.12
Customer Incentive Program
052720
06/02/2020
605656
$ 36,475.12
006851-
BRITNEY JUAREZ
011.1021.797000
$ 2,000.00
VCF Scholarship Grant Award
060120
06/02/2020
605657
$ 2,000.00
000642 -
LEXISNEXIS CLAIMS
011.9019.590110
$ 3,858.75
DeskOfficer Online Reporting System—
C10022520200331
011.0014354
SOLUTIONS
06/02/2020
605658
$ 3,858.75
001060 -
LIFE -ASSIST, INC
011.1033.520000
$ 90.27
Medical Supplies—
994821
011.0013963
011.1033.520000
$ 237.07
Medical Supplies—
994904
011.0013963
011.1033.520000
$ 100.27
Medical Supplies—
998304
011.0013963
011.1033.520000
$ 186.15
Medical Supplies—
998338
011.0013963
011.1033.520000
$ 150.02
Medical Supplies—
998413
011.0013963
06/02/2020
605659
$ 763.78
006852 -
SARA LOPEZ
011.1021.797000
$ 3,000.00
VCF Scholarship Grant Award
060120
06/02/2020
605660
$ 3,000.00
Printed: 6/23/2020 3:22:20PM Page 31 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT INVOICE
VENDOR NAME AND NUMBER NUMBER M AMOUNT DESCRIPTION
006846 - MASTER TOYS & NOVELTIES, 055.7200.596702 $ 3,442.14 Customer Incentive Program
INC
006228 - MILLSOFT, LLC 011.9019.595210 $ 2,425.00 Computer Programming Services
006853 - ARELY ORDONEZ-CHAVEZ
011.1021.797000
$
3,000.00 VCF Scholarship Grant Award
004136 - OWENS ILLINOIS
055.7200.596702
$
125,000.00 Customer Incentive Program
006612 - QUALIFIED MOBILE, INC
011.1046.590000
$
442.00 Car Wash Services
011.1046.590000
$
340.00 Car Wash Services
003869 - RICHARD P GUESS MD, INC
011.1033.596200
$
750.00 Medical Director Fees-
006420 - NAVDEEP SINGH SACHDEVA
011.1023.596200
$
100.00 Attendance Stipend-
001158 - SOUTH COAST AQMD
011.1049.596200
$
137.63 Hot Spots Program Fee
020.1084.596200
$
137.63 Hot Spots Program Fee
020.1084.596200
$
137.63 Hot Spots Program Fee
020.1084.596200
$
137.63 Hot Spots Program Fee
INVO P.O.#
052820
319
060120
052820
270514
270734
050120
051820
3636660
3639275
3639667
3639668
PAYMENT CHECK PAYMENT
DATE NUMBER AMOUNT
06/02/2020
605661
$ 3,442.14
06/02/2020
605662
$ 2,425.00
06/02/2020
605663
$ 3,000.00
06/02/2020
605664
$ 125,000.00
06/02/2020
605665
$ 782.00
06/02/2020
605666
$ 750.00
06/02/2020
605667
$ 100.00
06/02/2020 605668 $ 550.52
Printed: 6/23/2020 3:22:20PM Page 32 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
005556 - SWEINHART ELECTRIC CO
011.1049.590000
$ 997.31 Replace Battery Charger
006854 - SAMANTHA TAMAYO
011.1021.797000
$ 2,000.00 VCF Scholarship Grant Award
006371- TIREHUB, LLC
011.1046.520000
$ 675.00 2455518 tires
011.1046.590000
$ 8.75 ca tire fee
011.1046.520000
$ 64.13 Sales Tax 9.5%
011.1046.520000
$ 405.00 2455518 tires
011.1046.590000
$ 5.25 ca tire fee
011.1046.590000
$ 41.04 Freight
011.1046.520000
$ 38.47 Sales Tax 9.5%
000282 - TRI-CITY MUTUAL WATER
011.1033.560000
$ 225.00 Hydrant
COMPANY
000449 - UNDERGROUND SERVICE
020.1084.596200
$ 61.15 New Ticket Charges
ALERT
020.1084.596200
$ 65.43 CA State Fee for Regulatory Costs
005710 - US TOW, INC
011.1046.590000
$ 250.00 Unit Was Towed to Garage
INVOICE
20780
060120
13882049
13882049
13882049
13885277
13885277
13885277
13885277
050120
420200781
DSB20192495
12753
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014252
011.0014252
011.0014252
011.0014252
011.0014252
06/02/2020
605669
$ 997.31
06/02/2020
605670
$ 2,000.00
06/02/2020 605671 $ 1,237.64
06/02/2020 605672 $ 225.00
06/02/2020 605673 $
011.0014360
06/02/2020 605674 $
126.58
250.00
Printed: 6/23/2020 3:22:20PM
Page 33 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
001481 - VERIZON WIRELESS
011.9019.560010
$ 819.69 Period: 04/11/20 - 05/10/20
002075 - WEIDMANN ELECTRICAL
055.8000.590000
$ 2,200.00 Substation Oil Samples
TECHNOLOGY
055.8000.590000
$ 1,375.00 Substation Oil Samples
006855 - CITLALY ZAZU ETA
011.1021.797000
$ 3,000.00 VCF Scholarship Grant Award
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
006856 - ROBERT PARK
011.1070.797100
$ 20,000.00 COVID-19 Emergency Microloan
006200 - NAZARIAN SHAPOUR
011.1070.797100
$ 20,000.00 COVID-19 Emergency Microloan
006844 - 52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00 COVID-19 Stimulus Grant Program
INVOICE
9854297226
5900277150
5900277911
060120
060220
060220(2)
060220(3)
060220
060220
060320(4)
P.O.#
DATE NUMBE5
06/02/2020 605675 $ 819.69
06/02/2020
605676
$ 3,575.00
06/02/2020
605677
$ 3,000.00
06/03/2020
605678
$ 1,000.00
06/03/2020
605679
$ 1,000.00
06/03/2020
605680
$ 1,000.00
06/03/2020
605681
$ 20,000.00
06/03/2020
605682
$ 20,000.00
06/03/2020
605683
$ 1,000.00
Printed: 6/23/2020 3:22:20PM Page 34 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR
NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
006844 -
52ND DRIVE APARTMENTS
011.1070.797000
$ 1,000.00
COVID-19 Stimulus Grant Program
060420
004318 -
A -BEST INDUSTRIAL, INC
056.5600.900000
$ 7,740.46
AB-MOREGFGI6—
IN13288
056.5600.900000
$ 5,444.45
AB-MOREGFG40—
IN13288
056.5600.900000
$ 477.60
Freight
IN13288
056.5600.900000
$ 1,252.57
Sales Tax 9.5%
IN13288
005550 -
ADART COMPANY
011.1026.520000
$ 762.96
Directional Sign Pylon
221693
011.1026.520000
$ 584.96
Floor Graphics
221693
011.1026.520000
$ 253.44
Hashtag lines
221693
011.1026.520000
$ 465.08
NO ENTRY
221693
011.1026.520000
$ 1,102.00
Door Clings
221693
011.1026.520000
$ 301.00
Sales Tax 9.5%
221693
006480 -
ADT COMMERCIAL
055.8400.590000
$ 3,200.00
Inergen Cylinder Exchange
3548972
001453 -
ALAMITOS
011.1026.502031
$ 25.00
Medical Services / V. Malkenhorst
021720
DERMATOLOGICAL MEDICA
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
056.0000601
056.0000601
056.0000601
011.0014357
011.0014357
011.0014357
011.0014357
011.0014357
06/04/2020 605684 $ 1,000.00
06/09/2020 605685 $ 14,915.08
06/09/2020
605686
$ 3,469.44
06/09/2020
605687
$ 3,200.00
06/09/2020
605688
$ 25.00
Printed: 6/23/2020 3:22:20PM
Page 35 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
001948 - AT&T
011.9019.560010
$ 21.04
Period: 03/06/20 - 04/05/20
011.9019.560010
$ 2,679.94
Period: 03/10/20 - 04/09/20
011.9019.560010
$ 40.66
Period: 03/10/20 - 04/09/20
011.9019.560010
$ 2,036.64
Period: 03/10/20 - 04/09/20
011.9019.560010
$ 1,016.91
Period: 03/10/20 - 04/09/20
011.9019.560010
$ 1,192.98
Period: 03/10/20 - 04/09/20
011.9019.560010
$ 19.38
Period: 03/15/20 - 04/14/20
006859 - BLACK BYRD DESIGN, INC
020.230210
$ 900.00
Ref. ACCT#7029 CUST#391-
005078 - BURKE, WILLIAMS &
011.1024.593200
$ 217.00
Re: Garcia -Martinez v. City of Vernon
SORENSEN, LL
011.1024.593200
$ 93.00
Re: Lopez, Reina v. City of Vernon
000778 - CALIFORNIA WATER SERVICE
011.1043.560000
$ 44.75
Period: 05/20
CO
000348 - CCDEH
011.1060.596550
$ 1,251.33
Member Dues / F. Agyin & V. Petrosyan
006860 - CITY OF HUNTINGTON BEACH
011.1026.502031
$ 56.88
Medical Services / B. Malkenhorst
PAYMENT
CHECK
PAYMENT
INVOICE P.O.#
DATE
NUMBER
AMOUNT
14567636
14581352
14581353
14581355
14581356
14581788
14618708
06/09/2020
605689
$ 7,007.55
060320
06/09/2020
605690
$ 900.00
254553
254556
06/09/2020
605691
$ 310.00
052120
06/09/2020 605692 $ 44.75
1235
06/09/2020 605693 $ 1,251.33
040220
06/09/2020 605694 $ 56.88
Printed: 6/23/2020 3:22:20PM
Page 36 of 49
EARLY CHECKS
VENDOR NAME AND NUMBER
003856- COMMERCIAL TIRE
COMPANY
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
ACCOUNT
INVOICE
NUMBER
AMOUNT
DESCRIPTION
011.1046.520000
$ 259.95
22570r19 tire
011.1046.520000
$ 4.44
exil tax
011.1046.590000
$ 1.75
recycle fee
011.1046.590000
$ 30.00
mount and dismount
011.1046.590000
$ 105.00
service call
011.1046.520000
$ 25.12
Sales Tax 9.5%
001336 - CURRENT WHOLESALE 020.1084.590000 $ 6,663.86 Emergency Repairs-
INVOICE
1159889
1159889
1159889
1159889
1159889
1159889
262327
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014362
011.0014362
011.0014362
011.0014362
011.0014362
06/09/2020 605695 $ 426.26
ELECTRIC SUP
06/09/2020 605696 $ 6,663.86
005220 - DIGITAL EMS SOLUTIONS, INC 011.1033.590110 $ 289.80 Electronic Patient Care Reporting 211
06/09/2020 605697 $ 289.80
Printed: 6/23/2020 3:22:20PM Page 37 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER NUMBER
AMOUNT DESCRIPTION
001936 - EMPIRE CLEANING SUPPLY 011.120010
$ 1,284.00 (0552-670) Lotusoft White 2ply Toilet
011.120010
$ 2,616.00 (0552-800) GP White Multifold Towel
011.120010
$ 70.80 (0515-435) Disinfectant
011.120010
$ 65.76 (0515-420) Mango Eco Clip
011.120010
$ 6.20 (0515-470) Plastic Spray Bottle 24
011.120010
$ 5.70 (0515-471) Plastic Spray Bottle
011.120010
$ 155.52 (0568-450) Dial Gold Bar Soap 72/3.5oz
011.120010
$ 155.60 (0568-550) Hand Cleaner - 4L Duraview
011.120010
$ 414.16 Sales Tax 9.5%
011.120010
$ 70.80 (0515-435) Disinfectant
011.120010
$ 24.80 (0515-470) Plastic Spray Bottle 24
011.120010
$ 22.80 (0515-471) Plastic Spray Bottle
011.120010
$ 11.25 Sales Tax 9.5%
011.120010
$ 72.48 (0552-900) Pacific Blue White Roll
011.120010
$ 6.89 Sales Tax 9.5%
002947 - FARWEST CORROSION 056.5600.590000
$ 5,688.00 Corrosion Engineering Services
CONTROL CO.
006622 - FULLER ENGINEERING, INC 020.1084.500140 $ 1,056.75 Sodium Hypochlorite
INVOICE
1163519
1163519
1163519
1163519
1163519
1163519
1163519
1163519
1163519
11635191
11635191
11635191
11635191
11635192
11635192
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014313
011.0014313
011.0014313
011.0014313
011.0014313
011.0014313
011.0014313
011.0014313
011.0014313
011.0014313
011.0014313
011.0014313
06/09/2020 605698 $ 4,982.76
20017I N
06/09/2020 605699 $ 5,688.00
141309
06/09/2020 605701 $ 1,056.75
Printed: 6/23/2020 3:22:20PM
Page 38 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
000456 - GATEWAY CITIES COUNCIL OF
011.1043.595200
$ 10,000.00 1-710 Corridor EIR/EIS—
052720
GOVE
011.1043.595200
$ 14,931.99 Atlantic Avenue/Boulevard Corridor Study
052720(2)
005421- GATEWAY WATER MGMT
011.1043.596200
$ 860.49 Administration & Cost Sharing—
LARUR22007
AUTHORITY
004239 - HSA BANK
055.8100.502030
$ 1,250.00 Initial Contribution / D. Mendoza
060120
001208- INNER-TITE
055.8000.900000
$ 1,768.00 V263-P45719—
141956
055.8000.900000
$ 1,792.00
V263-45729—
141956
055.8000.900000
$ 1,576.00
V263-P45719-0940-PL—
141956
055.8000.900000
$ 487.92
Sales Tax 9.5%
141956
004143 - INTERWEST CONSULTING 011.1041.595200
$ 400.00
Building Plan Check & Inspection
59076
GROUP, IN
006028 - JANINE K JENSEN, M.D. 011.1026.502031
$ 24.82
Medical Services / V. Malkenhorst
013120
011.1026.502031
$ 34.82
Medical Services / V. Malkenhorst
041020
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
055.0002792
055.0002792
055.0002792
06/09/2020 605702 $ 24,931.99
06/09/2020
605703
$ 860.49
06/09/2020
605704
$ 1,250.00
06/09/2020 605705 $ 5,623.92
06/09/2020 605706 $ 400.00
06/09/2020 605707 $ 59.64
Printed: 6/23/2020 3:22:20PM
Page 39 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
1_1:7 KO:Ito I; i
ACCOUNT
INVOICE
PAYMENT
CHECK
PAYMENT
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
P.O.#
DATE
NUMBER
AMOUNT
003272 - LANGUAGE LINE SERVICES,
011.1031.594200
$ 3.64 Interpretation Services
4798206
INC
06/09/2020
605708
$ 3.64
003342 - LIBERTY MANUFACTURING,
011.1031.590000
$ 392.60 Range Maintenance
185
INC
06/09/2020
605709
$ 392.60
005516 - MEMORIALCARE MEDICAL
011.1026.502031
$ 30.00 Medical Services / B. Malkenhorst
042620
GROUP
06/09/2020
605710
$ 30.00
000561- MR. HOSE, INC
011.1046.520000
$ 486.14 t3006dO4np5O hose
166649
011.0014179
011.1046.520000
$ 47.28 c2 brass coupler
166649
011.0014179
011.1046.520000
$ 9.66 cp2 steel plug
166649
011.0014179
011.1046.520000
$ 54.31 Sales Tax 10.00
166649
06/09/2020
605711
$ 597.39
006792 - NORIEGA PIPELINE, INC
011.1043.590000
$ 8,594.60 Emergency Sinkhole Repairs
1350
06/09/2020
605712
$ 8,594.60
003106 - OCEAN BLUE
020.1084.590000
$ 1,375.43 Area Cleanup & Sanitation
33537
ENVIRONMENTAL SERVI
020.1084.590000
$ 2,396.34 Area Cleanup & Sanitation
33556
06/09/2020
605713
$ 3,771.77
Printed: 6/23/2020 3:22:20PM Page 40 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
1_1:7 KO:Ito I; i
ACCOUNT
INVOICE
PAYMENT
CHECK
PAYMENT
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
P.O.# DATE
NUMBER
AMOUNT
005643 - PACIFIC SHORES MEDICAL
011.1026.502031
$ 27.40 Medical Services / B. Malkenhorst
050620
GROUP
06/09/2020
605714
$ 27.40
001943 - PLUMBING & INDUSTRIAL
020.1084.520000
$ 48.80 Plumbing Hardware & Supplies—
S1233701001
011.0013884
SUPPLY
020.1084.520000
$ 219.77 Plumbing Hardware & Supplies—
S1234266001
011.0013884
06/09/2020
605715
$ 268.57
006612 - QUALIFIED MOBILE, INC
011.1046.590000
$ 374.00 Car Wash Services
270991
06/09/2020
605716
$ 374.00
005142 - RADIN CARDIOVASCULAR
011.1026.502031
$ 51.44 Medical Services / B. Malkenhorst
031920
MED GRP
06/09/2020
605717
$ 51.44
001158 - SOUTH COAST AQMD
055.8200.500230
$ 136.40 Emissions Fees
3648137
055.8200.500230
$ 8,565.40 Facility Permit Annual Operating Fees
3651759
055.8200.500230
$ 764.90 Annual Title V Facility Fee
3651887
06/09/2020
605718
$ 9,466.70
005030 - UNITED STEEL FENCE
011.1048.590000
$ 3,781.00 Replace/Repair Sliding Gate
18793
COMPANY
06/09/2020
605719
$ 3,781.00
Printed: 6/23/2020 3:22:20PM Page 41 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR
NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
001399 -
VERNON SANITARY SUPPLY
011.1049.520000
$ 80.40
(0515-375) Ready to use Glass Cleaner
33831100
CO
011.1049.520000
$ 1,196.72
(0578-590) Hand Sanitizer 8 oz. gel
33831100
011.1049.520000
$ 121.33
Sales Tax 9.5%
33831100
006681-
ABC COMMERCIAL PAINTING
011.1048.590000
$ 11,000.00
Paint Fences & Railings—
3069
005174 -
ALL AMERICAN TROPHY &
011.1026.596900
$ 31.00
2020 Perpetual Updates
111075
ENGRAVIN
006680 -
AL'S MECHANICAL, INC
011.1048.590000
$ 4,830.00
Replace 4 Ton Condenser
2595
001948 -
AT&T
011.9019.590110
$ 1,979.40
Period: 05/19/20 - 06/18/20
2039825508
055.9200.560010
$ 152.00
Period: 04/19/20 - 05/18/20
9442894500
001948 -
AT&T
011.9019.560010
$ 256.44
Period: 04/20/20 - 05/19/20
052020
011.9019.560010
$ 977.93
Period: 04/20/20 - 05/19/20
052020(2)
002889 -
AT&T MOBILITY
011.9019.560010
$ 46.23
Period: 04/09/20 - 05/08/20
83217648OX05162
020
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0014388
011.0014388
06/09/2020
605720 $
1,398.45
06/16/2020
605721 $
11,000.00
06/16/2020
605722 $
31.00
06/16/2020
605723 $
4,830.00
06/16/2020 605724 $ 2,131.40
06/16/2020 605725 $ 1,234.37
06/16/2020 605726 $ 46.23
Printed: 6/23/2020 3:22:20PM
Page 42 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
006635 - BELL'S GLASS SHOP
011.1049.590000
$ 968.94 Install Window
27926
004360 - CLA-VAL COMPANY
020.1084.900000
$ 4,105.78 Cla-Val Replacement & Remote Conversion
796309
020.1084.900000
$ 11,392.87 Cla-Val Replacement & Remote Conversion
796310
020.1084.900000
$ 25,175.90 Cla-Val Replacement & Remote Conversion
796331
001444 - COUNTY OF LOS ANGELES
011.1033.596200
$ 1,531.67 Battalion Chief Services
C0009450
000310 - CRAIG WELDING SUPPLY, CO
011.1043.520000
$ 144.69 Oxygen, Acetylene, Propane and Welding
635268
011.1043.520000
$ 334.86 Oxygen, Acetylene, Propane and Welding
635287
002566 - DEWEY PEST CONTROL
055.8400.590000
$ 122.00 Pest Control Services
13319186
056.5600.590000
$ 65.00 Pest Control Services
13331926
055.8400.590000
$ 122.00 Pest Control Services
13383545
056.5600.590000
$ 65.00 Pest Control Services
13396720
005229 - EHS INTERNATIONAL, INC
055.9000.596700
$ 950.00 Virtual Training Courses
318498
003285 - ALEXY ESCOBEDO
011.1031.596500
$ 24.67 Driving / Force Option Simulator
060220
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
06/16/2020 605727 $ 968.94
06/16/2020
605728
$ 40,674.55
06/16/2020
605729
$ 1,531.67
011.0013888
011.0013888
06/16/2020 605730 $
06/16/2020
605731 $
06/16/2020
605732 $
06/16/2020
605733 $
479.55
374.00
950.00
24.67
Printed: 6/23/2020 3:22:20PM
Page 43 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
005421- GATEWAY WATER MGMT
011.1043.595200
$ 51,371.91
Prop 1 Stormwater Implementation
AUTHORITY
011.1043.595200
$ 3,866.18
Prop 1 Stormwater Implementation
001712 - GRAINGER, CO
055.8400.590000
$ 50.30
Materials & Tools-
005350 - HAUL AWAY RUBBISH
055.8400.596200
$ 117.00
Disposal & Recycling Services
SERVICE CO,
055.8400.596200
$ 527.10
Disposal & Recycling Services
055.8400.596200
$ 167.00
Disposal & Recycling Services
055.8400.596200
$ 324.95
Disposal & Recycling Services
006864 - HUNTINGTON BEACH
011.1026.502031
$ 50.00
Medical Services / V. Malkenhorst
HOSPITAL
006674- INOLECT, LLC
000829 - IRON MOUNTAIN
006028- JANINE KJENSEN, M.D
INVOICE
PROP12005
PROP12005A
9497014127
04XO6349
04XO6350
05XO0226
05XO0227
021720
055.8100.900000
$ 6,500.00 Remote Racking Unit Commissioning &
INVO1232
011.9019.560010
$ 49.77 Storage Services
202131712
011.1026.502031
$ 24.82 Medical Services / V. Malkenhorst
030620
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
06/16/2020 605734 $ 55,238.09
055.0002741
06/16/2020 605735 $ 50.30
06/16/2020 605736 $ 1,136.05
06/16/2020
605737 $
50.00
06/16/2020
605738 $
6,500.00
06/16/2020
605739 $
49.77
06/16/2020
605740 $
24.82
Printed: 6/23/2020 3:22:20PM Page 44 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT DESCRIPTION
INVOICE
005340 - LA POOL GUYS
011.1049.590000
$ 210.00 Pool Maintenance
5156
000804 - LB JOHNSON HARDWARE CO
055.8000.590000
$ 6.56 Small Tools, Plumbing & Building
108042
#1
055.8000.590000
$ 459.67 Small Tools, Plumbing & Building
108071
005516 - MEMORIALCARE MEDICAL
011.1026.502031
$ 20.00 Medical Services / V. Malkenhorst
051520
GROUP
006586 - OCCUPATIONAL HEALTH
011.1026.502095
$ 337.22 Medical Services / F. Valenzuela
060420
CENTERS OF
011.1026.502095
$ 118.06 Medical Services / F. Valenzuela
060420(2)
011.1026.597000
$ 138.00 Medical Services
68022481
006475 - ONEPOINT HUMAN CAPITAL
011.9019.520010
$ 215.00 Time Tracking System
49571
MGMT
003248 - DANIEL ONOPA
011.1031.596500
$ 24.67 Driving / Force Option Simulator
060220
006787 - PACIFIC ADVANCED CIVIL
020.1084.900000
$ 23,185.00 Design Services
3997
ENGINEE
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
06/16/2020 605741 $ 210.00
055.0002742
055.0002742
06/16/2020 605742 $
466.23
06/16/2020 605743 $ 20.00
06/16/2020 605744 $ 593.28
06/16/2020 605745 $
06/16/2020 605746 $
215.00
24.67
06/16/2020 605747 $ 23,185.00
Printed: 6/23/2020 3:22:20PM
Page 45 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR
NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
006416 -
PRIORITY BUILDING
011.1049.590000
$ 9,005.38
Janitorial Services
69352
SERVICES, LL
011.1049.590000
$ 8,660.00
Day Porter Services
69354
004451-
QUALITY JET ROOTER, INC
011.1049.590000
$ 875.00
Plumbing Maintenance Services
26266
005346 -
MONICA RODRIGUEZ
011.1048.530015
$ 520.28
Reimb. Possessory Interest Tax—
060920
005790 -
SIMON WIND, INC
055.9000.900000
$ 277.50
Meteorological Services
2005
004229 -
SMARDAN SUPPLY CO
056.5600.520000
$ 328.50
Pipe & Fittings—
S3523687001
002079 -
SO CAL JOINT POLE
055.9100.596200
$ 699.85
Operating Expense 05/20
20681
COMMITTEE
001017 -
SPRINT
011.9019.560010
$ 34.25
Period: 12/02/19 - 01/01/20
677975318218
011.9019.560010
$ 34.25
Period: 02/02/20 - 03/01/20
677975318220
011.9019.560010
$ 34.13
Period: 03/02/20 - 04/01/20
677975318221
011.9019.560010
$ 34.13
Period: 04/02/20 - 05/01/20
677975318222
011.9019.560010
$ 34.13
Period: 05/02/20 - 06/01/20
677975318223
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
06/16/2020
605748
$ 17,665.38
06/16/2020
605749
$ 875.00
06/16/2020
605750
$ 520.28
06/16/2020
605751
$ 277.50
056.0000570
06/16/2020
605752
$ 328.50
06/16/2020
605753
$ 699.85
06/16/2020 605754 $ 170.89
Printed: 6/23/2020 3:22:20PM
Page 46 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
EARLY CHECKS
ACCOUNT
INVOICE
VENDOR NAME AND NUMBER
NUMBER
AMOUNT
DESCRIPTION
INVOICE
000191- STATE STREET LAUNDRY
011.1031.520000
$ 4.50
Laundry Services—
11938
011.1031.520000
$ 11.70
Laundry Services—
11939
011.1031.520000
$ 12.60
Laundry Services—
11940
011.1031.520000
$ 8.10
Laundry Services—
11941
005556 - SWEINHART ELECTRIC CO
011.1049.590000
$ 294.52
Repairs & Maintenance
21387
006394 - TELETRAC NAVMAN US LTD
011.1046.590000
$ 4,902.43
GPS Fleet Management System
91958652
000141- THOMSON REUTERS - WEST
011.1024.596600
$ 413.71
West Information Charges
842417460
000282 - TRI-CITY MUTUAL WATER
011.1033.560000
$ 225.00
Hydrant
030120
COMPANY
000449 - UNDERGROUND SERVICE
056.5600.596200
$ 85.90
New Ticket Charges
520200777
ALERT
056.5600.596200
$ 65.43
CA State Fee for Regulatory Costs
DSB20193128
006415 - UNION PACIFIC RAILROAD
011.1043.590000
$ 128,331.12
Install Flashing Lights & Gates
90095885
COMPANY
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
011.0013958
011.0013958
011.0013958
011.0013958
06/16/2020
605755
$ 36.90
06/16/2020
605756
$ 294.52
06/16/2020
605757
$ 4,902.43
06/16/2020
605758
$ 413.71
06/16/2020
605759
$ 225.00
06/16/2020 605760 $ 151.33
06/16/2020 605761 $ 128,331.12
Printed: 6/23/2020 3:22:20PM
Page 47 of 49
EARLY CHECKS
ACCOUNT
VENDOR NAME AND NUMBER NUMBER
006205 - MARISSA VELEZ 011.1031.596500 $
001481- VERIZON BUSINESS SERVICES 011.9019.560010 $
001997 - OSCAR ZOZAYA 011.1031.596500 $
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
INVOICE
AMOUNT DESCRIPTION
24.67 Driving / Force Option Simulator
616.14 Period:04/20
24.67 Driving / Force Option Simulator
INVOICE
060220
PAYMENT CHECK PAYMENT
P.O.# DATE NUMBER AMOUNT
06/16/2020
71473429
06/16/2020
060220
06/16/2020
TOTAL EARLY CHECKS
605762 $ 24.67
605763 $ 616.14
605764 $ 24.67
$ 833,564.14
Printed: 6/23/2020 3:22:20PM Page 48 of 49
CITY OF VERNON
OPERATING ACCOUNT
WARRANT REGISTER NO. 48
JULY 7, 2020
RECAP BY FUND
FUND
ELECTRONIC TOTAL
EARLY CHECK TOTAL
WARRANT TOTAL
GRAND TOTALS
011- GENERAL
$ 194,313.12 $
411,616.28 $
0.00 $
605,929.40
020 - WATER
329,643.23
114,217.45
0.00
443,860.68
055 - LIGHT & POWER
8,659,316.86
284,642.35
0.00
8,943,959.21
056 - NATURAL GAS
227,599.18
23,088.06
0.00
250,687.24
057 - FIBER OPTIC
19,090.02
0.00
0.00
19,090.02
GRAND TOTAL $ 9,429,962.41 $ 833,564.14 $ 0.00 $ 10,263,526.55
TOTAL CHECKS TO BE PRINTED 0
Printed: 6/23/2020 3:22:20PM
Page 49 of 49
City Council Agenda Item Report
Agenda Item No. COV-231-2020
Submitted by: Cynthia Cano
Submitting Department: Public Works
Meeting Date: July 7, 2020
SUBJECT
Public Works Monthly Building Report
Recommendation:
Receive and file the May 2020 Building Report.
Background:
The attached building report consists of total issued permits, major projects, demotion permits, new
building permits and certificate of occupancy status reports for the month of May 2020. The value of
permitted construction in Vernon for the period from January through May 2020 was 72% lower than for
the same period in 2019. This reduction in construction is likely due to the economic uncertainty caused
by the erosion of international trade and by the decrease in economic activity caused by the response to
the COVID-19 pandemic. Staff will continue to monitor activity levels as the economy re -opens.
Fiscal Impact:
The decrease in the value of permitted construction directly impacts the fee revenues received bythe
Department. These decreased revenues for FY 2019-20 were offset by other general fund revenue
sources that were collected at or slightly above expectations. In anticipation of the reduced activity and
COVID-19 implications, revenue adjustments were made to the FY2020-21 budget.
Attachments:
1. Public Works Department May 2020 Building Report
January
February
March
Apri
May
1unc
Julti
Augusl
September
October
November
December
City of Vernon
Building Division
Monthly Report Summary
2014
2020
Year to Date
Construction
Value
Number of
Permits
Year to Date
Value
Year to Date
Permits
Construction
Value
Number of
Permits
Year to Date
Value
Year to Date
Permits
Permit
Difference
Valuation
Difference
$ 6,968,160
49
$ 6,968,160
49
5 8,046,145
43
$ 8,046,145
43
-12%
15%
$ 4,923,135
63
$ 11,891,295
112
$ 2,979,923
48
$ 11,026,068
91
-19%
-7%
$ 10,949,664
47
$ 22,840,960
1S9
5 2,809,127
16
$ 13,834,195
107
-33%
-39%
$ 13,285,075
56
$ 36,126,035
215
$ 1,100,252
10
$ 14,934,447
117
-46%
-59%
$ 21,264,283
43
$ 57,390,317
258
$ 1,134,292
14
$ 16,068,739
121
-53%
-72%
$25,000,000
$20,000,o00
$15,000,000
510,000,000
55,000,000
5
F �
Monthly
,°\11 , :Jy oe� ooe .0pe� o¢
P yeQ�efi OLD e Oetz�'
a� 2019 Construction Value 2020 Construction Va ue
-2019 Number of Permits -2020 Number of Permits
Year to Date
570,000,000
560,000,000
550,000,000
$40,000,000
$ 30,000,000
$20,000,000
510,000,000
l�cJ9� e°J�ci tgasc 09
it
PJ yeQ`et� oc} �o3eR ece�
O
11111111111111111111112019 Year to Date Value iiiiiiiiiiiiiiiiin2020 Year to Date Value
-2019 Year to Date Permits -2020 Year to Date Permits
70
60
50
40
30
20
10
0
300
250
200
150
100
50
0
�` Y8
City of Vernon
Building Department
Monthly Report from 5/1/2020 to 5/31/2020
Type
Value
# of Permits
Demolition
$155,400.00
1
Electrical
$128,192.00
3
Industrial - Remodel
$180,000.00
2
Mechanical
$16,000.00
1
Miscellaneous
$642,300.00
5
Plumbing
$12,400.00
2
MAY 2020 TOTALS PERMITS:
$1,134,292.00
14
PREVIOUS MONTHS TOTAL
$14,934,447,00
117
YEAR TO DATE TOTAL
$16,068,739.00
131
MAY 2019 TOTALS PERMITS:
$21,264,282.54
43
PREVIOUS MONTHS TOTAL
$36,126,034.64
215
PRIOR YEAR TO DATE TOTAL
$57,390,317.18
258
0".e
k),U-
Daniel Wall
Director of Public Works Department
None
City of Vernon
Building Department
New Buildings Report - May 2020
Daniel a
Director Public Works
4529 DISTRICT BLVD
MASHHOON,HAMID R AND MAHASTI
3600 SF.
MEZZANINE
City of Vernon
Building Department
Demolition Report - May 2020
0 ,.Q e---
Daniel alI
Director of Public Works Department
City of Vernon
Building Department
Major Projects from 5/1/2020 to 5/31/2020
Valuations > 20,000
Permit No. Project Address Tenant Description Job Value
Demolition
B-2020-4030 4529 DISTRICT BLVD Demo of interior structures and 155400
APN 6304020022
concreted flooring in warehouse
area
1
Record(s)
$155,400.00
Electrical
B-2020-4052
4578 49TH ST
Prologis
Electrical lighting installation
26692
APN 6304017004
B-2020-3980
2626 26TH ST
construction of compressed natural
100000
APN 6302001030
gas (CNG) fueling facility with 50
time fill stations and double -sided
fast fill station
2
Record(s)
$126,692.00
Industrial - Remodel
B-2020-3972
3301 FRUITLAND AVE
Walk-in coolers
159000
APN 6303027002
B-2020-4035
3805 SOTO ST
Z's Place
Remodel two restrooms
21000
APN 6302020058
2
Record(s)
$180,000.00
Miscellaneous
B-2020-4020
2626 26TH ST
Remodel existing plant
120000
APN 6302001030
B-2020-4050
4529 DISTRICT BLVD
Installation of new concrete floor
126300
APN 6304020022
over existing undisturbed exposed
interior grade in warehouse area.
B-2020-4055
4010 26TH ST
Rehrig Pacific
Demo existing damaged stucco.
78000
APN 5243021021
Compa
Frame sub -straight at existing
opening.
B-2020-4040
4920 BOYLE AVE
Installation of new dust collector,
300000
APN
equipment foundation, ducting and
supports
4
Record(s)
$624,300.00
9
Permit(s)
Total
$1,086,392.00
Request for Inspection
Approved
Pending
Temporary Occupancies
City of Vernon
Building Department
Status of Certificates of Occupancy Requests
Month of May 2020
C),(;�A (, , I?
Daniel all
Director of Public Works
4
376
12
City of Vernon
Certificate of Occupancy
Applications Date From 5/1/2020 to 5/31/2020
Issued Permit No.
Project Address
Tenant
Description
Fees Paid
Square Feet
C-2020-1476
3718 26TH ST
MKS Group Inc.
Office use
385.00
290
APN 5192030004
C-2020-1477
2038 45TH ST
RB Fashion & Design Inc.
Wholesale and
885.00
8700
APN 6308013031
manufacture
C-2020-1478
2701 SANTA FE AVE
Southern California Curling
Produce wholesale
385.00
2400
APN 6302007033
Center Inc.
C-2020-1479
2454 27TH ST
Domestic Medical Supply
Warehouse of PPE
1,046.00
54340
APN 6302004023
Coalition LLC
Equipment
4 Permits(s)
Total for Certificate of Occupancy: 2,701.00 65,730.00
Total Fees Paid 2,701.00
City of Vernon
Certificate of Occupancy
Issued Date From 5/1/2020 to 5/31/2020
Issued
Permit No.
Project Address
Tenant
Description
Fees Paid
Square Feet
5/11/2020
C-2020-1460
4328 ALCOA AVE
Sushi Nozawa LLC dba
Food processing
0.00
15002
APN 6303010038
MCGN Seafood
5/11/2020
C-2020-1461
4328 ALCOA AVE
Pasta Uovo, LLC
Food processing
0.00
10000
APN 6303010038
5/11/2020
C-2020-1462
4328 ALCOA AVE
Sushi Nozawa LLC
Food processing
0.00
21420
APN 6303010038
5/19/2020
C-2020-1475
2538 ALAMEDA ST
Margaritas's Tacos & Gril
Restaurant
385.00
1450
APN 6302009045
5/19/2020
C-2020-1474
2528 ALAMEDA ST
Pizza Place 123
Restaurant
385.00
1400
APN 6302009045
Total for Certificate of Occupancy:
770.00
49,272.00
5
Permits(s)
Total Fees Paid
770.00
City Council Agenda Item Report
Agenda Item No. COV-229-2020
Submitted by: Alexis Hwang
Submitting Department: City Administration
Meeting Date: July 7, 2020
SUBJECT
Purchase Order with Tritech Software Systems and Amendment No. 1 to Software Support Agreement
with Tritech
Recommendation:
A. Approve and authorize the City Administrator to execute Amendment No. 1 to the Software Support
Agreement with Tritech Software Systems (Tritech) in an amount not -to -exceed $9,000; and
B. Authorize the issuance of a Purchase Order for $15,512.73 to Tritech for Lucity Annual Maintenance.
Background:
On August 7, 2018, the City Council approved a Software Support Agreement (the "Agreement") with
Tritech Software Systems (IT-0095) in the amount of $200,103.07 for a three year period. Since that
time, the Lucity software platform (currently utilized by the City) and Tritech were acquired by Central
Square Technologies who indicated that any existing Software Support Agreement terms and conditions
between Tritech and the City of Vernon would be honored.
Approximately five years ago, the City purchased Lucity software, which is currently utilized by Vernon
Public Utilities and Public Works Departments to manage the City's asset inventories, issue work orders
and avoid unplanned replacements. The City now needs to add additional licenses to its Lucity software
package for a cost of $9,000. In order to apply the existing terms and conditions of the Agreement, the
vendor has requested to amend Contract IT-0095 to add five additional mobile licenses to the City's
software inventory. These five additional licenses will be assigned to Public Works field crew staff to
manage work orders while away from City Hall and working at various sites throughout the City. This
upgrade will increase efficiencies in the Department and is necessary to maintain accurate,
up-to-the-minute records. Staff, therefore, requests approval of Amendment No. 1 (attachment 1) to the
Agreement with Tritech.
Additionally, it is necessary to renew the City's existing Lucity licenses via an annual maintenance fee at
a cost of $15,512.73 (attachment 2). This is managed through the Clty's purchase order process.
Although each of these expenditures is below the threshold requiring Council approval, Vernon Municipal
Code Section 2.17.02(A), requires City Council approval for all contracts with a total value over the
lifetime of the contract exceeding $100,000.
Fiscal Impact:
The fiscal impact of these purchases is $24,512.73 for a one year period. Funds for these purchases are
available in the IT budget under account number 011.9019.590110 (Repair and Maintenance).
Attachments:
1. Amendment No. 1 - Additional Lucity Licenses
2. Tritech Invoice for Annual Renewal of Lucity Licenses
OF'IN CENTRALSQUARE
TECHNOLOGIES
Tritech Software Systems, A CentralSquare company
Quote Prepared For:
Carlos Fandino Jr., City Administrator
City of Vernon
4305 South Santa Fe Ave. Vernon, CA, 90058
(323) 587-5171
Quote Number: Q-00028717 Valid Until:
06/09/20
Add -On Quote
Quote Prepared By:
Julio Mejia, Account Manager
CentralSquare Technologies
1000 Business Center
Lake Mary, FL 32746
Phone: +14073043106 Fax:
julio.meiia@centralsquare.com
Date: 07/01/20
Thank you for your interest in our company and our software and services solutions. Please review the below quote and feel free to contact Julio Mejia with any questions.
License Fees & Maintenance
Product Name Quantity License Fee Maintenance
Asset Management - Mobile 5 7,500.00 1,500.00
Total 7,500.00 1,500.00
Summary
Product/Service
License Fees
Subtotal
Total Excluding Maintenace
Net Maintenance
Total with Maintenance
See Product notes in the Additional Information Section
Payment terms as follows, unless otherwise notated below for Special Payment Terms by Product:
Amount
7,500.00
7.500.00 USD
7,500.00 USD
1,500.00 USD
9,000.00 USD
Page 1 of 2
OF*; CENTRALSQUARE
TECHNOLOGIES
Do not pay from this form. Customer will be invoiced for the fees set forth after execution.
If applicable, annual Access, Subscription and/or Cloud/Hosting Fees will be invoiced annually after the initial term.
Maintenance Service and Support Fees (including third party products) are included with purchase for the initial term and will be invoiced annually after the initial term.
License, Start-up and Third Party software and/or hardware Fees are due at execution.
Training Fees and Travel Expenses are due as incurred. All other Professional Services will be Fixed Fee, due at execution.
Custom Modifications and Third Party Product Implementation Services fees are due 50% on execution of this Quote and 50% due upon invoice, upon completion.
Pricing for professional services provided under this quote is a good faith estimate based on the information available at the time of execution. The total amount may vary based on
the actual number of hours of services required to complete the services. If required, additional services can be provided on a time and materials basis at CentralSquare's then -current
hourly rates for the services at issue. For training and on -site project management sessions which are cancelled at the request of Customer within fourteen (14) days of the scheduled
start date, Customer is responsible for entire price of the training or on -site project management plus incurred expenses.
Additional Terms:
This Amendment will become effective as of the date first written above. Except as expressly provided in this Amendment, all terms and provisions of the existing Agreement between
the Parties are and will remain in full force and effect and are hereby ratified and confirmed by the Parties.
Comments:
- Quote is for adding additional Mobile Licenses to the list of products for City of Vernon.
Carlos Fandino Jr, City Administrator
City of Vernon
Authorized Signature:
Date
Additional Information Section
Product Notes:
Printed Name:
Page 2 of 2
CENTRALSQUARE
TECHNOLOGIES
Tritech Software Systems, a CentralSquare Company
1000 Business Center Drive
Lake Mary, FL 32746
Billing Inquiries: Accounts.Receivable@centralsquare.com
Bill To
4305 S Santa Fe Ave.
Los Angeles CA 90058
United States
Customer No Customer Name
17001 Vernon, CA
Invoice No
280353
Invoice
Date
8/1/2020
Ship To
4305 S Santa Fe Ave.
Los Angeles CA 90058
United States
Customer PO # Currency Terms
USD Net 30
Page
1 of 1
Due Date
8/31 /2020
Description
Units
Rate
Extended
1 EAM- API Annual Maintenace Fee - Annual Maintenance Fee
1
$0.00
$0.00
Maintenance: Start:9/112020, End: 8/31/2021
2 Asset Management - Assets Annual Maintenance Fee - Annual
8
$445.76
$3,566.06
Maintenance Fee
Maintenance: Start:9/1/2020, End: 8/31/2021
3 EAM- Financials Integration Annual Maintenance Fee - Annual
1
$3,566.06
$3,566.06
Maintenance Fee
Maintenance: Start:91112020, End: 8/31/2021
4 Asset Management - Mobile Annual Maintenance Fee - Annual
2
$315.19
$630.38
Maintenance Fee
Maintenance: Start:91112020, End: 8/31/2021
5 Asset Management - Work Annual Maintenance Fee - Annual
1
$7,750.23
$7,750.23
Maintenance Fee
Maintenance: Start:9/1/2020, End: 8/31/2021
Please include invoice number(s) on your remittance advice, Subtotal $15,512.73
made payable to Tritech Software Systems
Tax $0.00
ACH:
Routing Number 121000358 Invoice Total $15,512.73
Account Number 1416612641
E-mail payment details to: Accounts.Receivable@CentralSquare.com
Payments Applied $0.00
Check:
12709 Collection Center Drive
Chicago, IL 60693 Balance Due $15,512.73
L-6/3/2020
City Council Agenda Item Report
Agenda Item No. COV-237-2020
Submitted by: Alexis Hwang
Submitting Department: City Administration
Meeting Date: July 7, 2020
SUBJECT
Motorola Service Agreement
Recommendation:
Approve and authorize the City Administrator to execute a service agreement with Motorola for
maintenance service in an amount not to exceed $16,579.
Background:
On May 15, 2018, the Vernon Police Department (VPD) entered into an agreement with Motorola to
switch from the legacy VHF radio to a Motorola ICI trunked UHF radio system. In June 2019, the VPD
finalized the switching of the radio system. The Vernon Police Department's radio system is an essential
part of the City's public safety commitment. The three dispatch console radio system connect the first
responders with the dispatchers, who relay information gathered from citizens.
The service agreement supports maintenance for the existing system consoles; provides 24/7 network
monitoring, with alarms for all minor or major incidents, and onsite technician dispatch; remote security
patching to ensure safety from malware; quick turnaround and minimal downtime part repair and
replacement; and advanced technical support. The proposed service agreement with Motorola is exempt
from informal selection purchasing requirements as the maintenance service is only available directly
from Motorola.
The proposed Service Agreement with Motorola has been reviewed and approved as to form by the City
Attorney's Office. Pursuant to Vernon Municipal Code Section 2.17.02(A), staff is seeking City Council
approval of a service agreement with Motorola for a one year period, as the total amount of all City
expenditures with Motorola exceed $100,000.
Fiscal Impact:
The fiscal impact of the agreement is $16,579, for a one year period. This purchase was not budgeted,
but funds are available under account number 011.9019.590110 - IT Repair and Maintenance.
Attachments:
1. Motorola Service Agreement for PD Consoles
0 J' OrONOLA SOLUTION
500 W Monroe Street
Chicago, IL. 60661
(888) 325-9336
Date: 03/30/2020
Company Name: VERNON, CITY OF
Attn:
Billing Address: 4305 SANTA FE AVE
City, State, Zip: VERNON , CA, 90058
Customer Contact: Jeremy Cross
Phone: 909-821-2528
SERVICE AGREEMENT
Quote Number : QUOTE-1254422
Contract Number: USC000139522
Contract Modifier: R30-MAR-2020
Required P.O. :
Customer # : 1000411124
Bill to Tag#:
Contract Start Date : 01-Jul-2020
Contract End Date : 30-Jun-2021
Anniversary Day: Jun 30th
Payment Cycle: ANNUALLY
PO # : "Standard"
Qty
Service Name
Service Description
Monthly Ext
Extended Amt
LSV01SO1108A
ASTRO SYSTEM ADVANCED PACKAGE
$1,381.58
$16,579.00
--- DISPATCH
--- NETWORK MONITORING
--- ONSITE SYS SUPPORT -STD
--- PREVENTIVE MAINTENANCE1
--- REMOTE SUS MGT
--- REPAIR AND RETURN
--- SECURITY UPDATE SERVICE
--- SYSTEM TECH SUPPORT
--- ADVANCE EXCHANGE
Subtotal - Recurring Services
$1,381.58
$16,579.00
Subtotal - One -Time Event Services
$0.00
$0.00
Total
$1,381.58
$16,579.00
THIS SERVICE AMOUNT IS SUBJECT TO STATE AND LOCAL TAXING JURISDICTIONS WHERE
APPLICABLE, TO BE VERIFIED BY MOTOROLA
SPECIAL INSTRUCTIONS:
Dispatch Center - 3 Consoles
I received Statements of Work that describe the services provided on this Agreement. Motorola's Service Terms and
Conditions, a copy of which is attached to this Service Agreement, is incorporated herein by this reference.
0 J' OrONOLA SOLUTION
500 W Monroe Street
Chicago, IL. 60661
(888) 325-9336
AUTHORIZED CUSTOMER SIGNATURE
CUSTOMER (PRINT NAME)
MOTOROLA REPRESENTATIVE(SIGNATURE)
Rob Russell
MOTOROLA REPRESENTATIVE(PRINT NAME)
Company Name: VERNON, CITY OF
Contract Number: USC000139522
Contract Modifier : R30-MAR-2020
Contract Start Date : 01-Jul-2020
Contract End Date : 30-Jun-2021
SERVICE AGREEMENT
Quote Number : QUOTE-1254422
Contract Number: USC000139522
Contract Modifier: R30-MAR-2020
TITLE DATE
TITLE
714-853-2012
PHONE
DATE
aOroHOLA SOLUTIONS SERVICE AGREEMENT
500 W Monroe Street Quote Number : QUOTE-1254422
Chicago, IL. 60661 Contract Number: USC000139522
(888) 325-9336 Contract Modifier: R30-MAR-2020
Service Terms and Conditions
Motorola Solutions Inc. ("Motorola") and the customer named in this Agreement ("Customer") hereby agree as follows:
Section 1. APPLICABILITY
These Maintenance Service Terms and Conditions apply to service contracts whereby Motorola will provide to Customer either (1) maintenance, support, or
other services under a Motorola Service Agreement, or (2) installation services under a Motorola Installation Agreement.
Section 2. DEFINITIONS AND INTERPRETATION
2.1 "Agreement" means these Maintenance Service Terms and Conditions; the cover page for the Service Agreement or the Installation Agreement, as
applicable; and any other attachments, all of which are incorporated herein by this reference. In interpreting this Agreement and resolving any ambiguities,
these Maintenance Service Terms and Conditions take precedence over any cover page, and the cover page takes precedence over any attachments,
unless the cover page or attachment states otherwise.
2.2 "Equipment" means the equipment that is specified in the attachments or is subsequently added to this Agreement.
2.3 "Services" means those installation, maintenance, support, training, and other services described in this Agreement.
Section 3. ACCEPTANCE
Customer accepts these Maintenance Service Terms and Conditions and agrees to pay the prices set forth in the Agreement. This Agreement becomes
binding only when accepted in writing by Motorola. The term of this Agreement begins on the "Start Date" indicated in this Agreement.
Section 4. SCOPE OF SERVICES
4.1 Motorola will provide the Services described in this Agreement or in a more detailed statement of work or other document attached to this Agreement.
At Customer's request, Motorola may also provide additional services at Motorola's then -applicable rates for the services.
4.2 If Motorola is providing Services for Equipment, Motorola parts or parts of equal quality will be used; the Equipment will be serviced at levels set forth
in the manufacturer's product manuals; and routine service procedures that are prescribed by Motorola will be followed
4.3 If Customer purchases from Motorola additional equipment that becomes part of the same system as the initial Equipment, the additional equipment
may be added to this Agreement and will be billed at the applicable rates after the warranty for that additional equipment expires.
4.4 All Equipment must be in good working order on the Start Date or when additional equipment is added to the Agreement. Upon reasonable request by
Motorola, Customer will provide a complete serial and model number list of the Equipment. Customer must promptly notify Motorola in writing when any
Equipment is lost, damaged, stolen or taken out of service. Customer's obligation to pay Service fees for this Equipment will terminate at the end of the
month in which Motorola receives the written notice.
4.5 Customer must specifically identify any Equipment that is labeled intrinsically safe for use in hazardous environments.
4.6 If Equipment cannot, in Motorola's reasonable opinion, be properly or economically serviced for any reason, Motorola may modify the scope of
Services related to that Equipment; remove that Equipment from the Agreement; or increase the price to Service that Equipment.
4.7 Customer must promptly notify Motorola of any Equipment failure. Motorola will respond to Customer's notification in a manner consistent with the
level of Service purchased as indicated in this.
Section 5. EXCLUDED SERVICES
5.1 Service excludes the repair or replacement of Equipment that has become defective or damaged from use in other than the normal, customary,
intended, and authorized manner; use not in compliance with applicable industry standards; excessive wear and tear; or accident, liquids, power surges,
neglect, acts of God or other force majeure events.
5.2 Unless specifically included in this Agreement, Service excludes items that are consumed in the normal operation of the Equipment, such as batteries
or magnetic tapes.; upgrading or reprogramming Equipment; accessories, belt clips, battery chargers, custom or special products, modified units, or
software; and repair or maintenance of any transmission line, antenna, microwave equipment, tower or tower lighting, duplexer, combiner, or multicoupler.
Motorola has no obligations for any transmission medium, such as telephone lines, computer networks, the internet or the worldwide web, or for Equipment
malfunction caused by the transmission medium.
0 J' OrONOLA SOLUTION
500 W Monroe Street
Chicago, IL. 60661
(888) 325-9336
SERVICE AGREEMENT
Quote Number : QUOTE-1254422
Contract Number: USC000139522
Contract Modifier: R30-MAR-2020
Section 6. TIME AND PLACE OF SERVICE
Service will be provided at the location specified in this Agreement. When Motorola performs service at Customer's location, Customer will provide
Motorola, at no charge, a non -hazardous work environment with adequate shelter, heat, light, and power and with full and free access to the Equipment.
Waivers of liability from Motorola or its subcontractors will not be imposed as a site access requirement. Customer will provide all information pertaining to
the hardware and software elements of any system with which the Equipment is interfacing so that Motorola may perform its Services. Unless otherwise
stated in this Agreement, the hours of Service will be 8:30 a.m. to 4:30 p.m., local time, excluding weekends and holidays. Unless otherwise stated in this
Agreement, the price for the Services exclude any charges or expenses associated with helicopter or other unusual access requirements; if these charges or
expenses are reasonably incurred by Motorola in rendering the Services, Customer agrees to reimburse Motorola for those charges and expenses.
Section 7. CUSTOMER CONTACT
Customer will provide Motorola with designated points of contact (list of names and phone numbers) that will be available twenty-four (24) hours per day,
seven (7) days per week, and an escalation procedure to enable Customer's personnel to maintain contact, as needed, with Motorola.
Section 8. INVOICING AND PAYMENT
8.1 Customer affirms that a purchase order or notice to proceed is not required for the duration of this service contract and will appropriate funds each
year through the contract end date. Unless alternative payment terms are stated in this Agreement, Motorola will invoice Customer in advance for each
payment period. All other charges will be billed monthly, and Customer must pay each invoice in U.S. dollars within twenty (20) days of the invoice date
8.2 Customer will reimburse Motorola for all property taxes, sales and use taxes, excise taxes, and other taxes or assessments that are levied as a result
of Services rendered under this Agreement (except income, profit, and franchise taxes of Motorola) by any governmental entity. The Customer will pay all
invoices as received from Motorola. At the time of execution of this Agreement, the Customer will provide all necessary reference information to include on
invoices for payment in accordance with this Agreement.
8.3 For multi -year service agreements, at the end of the first year of the Agreement and each year thereafter, a CPI percentage change calculation shall
be performed using the U.S.Department of Labor, Consumer Price Index, all Items, Unadjusted Urban Areas (CPI-U). Should the annual inflation rate
increase greater than 3% during the previous year, Motorola shall have the right to increase all future maintenance prices by the CPI increase amount
exceeding 3%. All items, not seasonally adjusted shall be used as the measure of CPI for this price adjustment. Measurement will take place once the
annual average for the new year has been posted by the Bureau of Labor Statistics. For purposes of illustration, if in year 5 the CPI reported an increase of
8%, Motorola may increase the Year 6 price by 5% (8%-3% base).
Section 9. WARRANTY
Motorola warrants that its Services under this Agreement will be free of defects in materials and workmanship for a period of ninety (90) days from the date
the performance of the Services are completed. In the event of a breach of this warranty, Customer's sole remedy is to require Motorola to re -perform the
non -conforming Service or to refund, on a pro-rata basis, the fees paid for the non -conforming Service. MOTOROLA DISCLAIMS ALL OTHER
WARRANTIES, EXPRESS OR IMPLIED, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
PURPOSE.
Section 10. DEFAULT/TERMINATION
10.1 If either party defaults in the performance of this Agreement, the other party will give to the non -performing party a written and detailed notice of the
default. The non -performing party will have thirty (30) days thereafter to provide a written plan to cure the default that is acceptable to the other party and
begin implementing the cure plan immediately after plan approval. If the non -performing party fails to provide or implement the cure plan, then the injured
party, in addition to any other rights available to it under law, may immediately terminate this Agreement effective upon giving a written notice of termination
to the defaulting party.
10.2 Any termination of this Agreement will not relieve either party of obligations previously incurred pursuant to this Agreement, including payments which
may be due and owing at the time of termination. All sums owed by Customer to Motorola will become due and payable immediately upon termination of
this Agreement. Upon the effective date of termination, Motorola will have no further obligation to provide Services.
10.3 If the Customer terminates this Agreement before the end of the Term, for any reason other than Motorola default, then the Customer will pay to
Motorola an early termination fee equal to the discount applied to the last three (3) years of Service payments for the original Term.
Section 11. LIMITATION OF LIABILITY
Except for personal injury or death, Motorola's total liability, whether for breach of contract, warranty, negligence, strict liability in tort, or otherwise, will be
limited to the direct damages recoverable under law, but not to exceed the price of twelve (12) months of Service provided under this Agreement.
0 MOrONOLA SOLUTION
500 W Monroe Street
Chicago, IL. 60661
(888) 325-9336
SERVICE AGREEMENT
Quote Number : QUOTE-1254422
Contract Number: USC000139522
Contract Modifier: R30-MAR-2020
ALTHOUGH THE PARTIES ACKNOWLEDGE THE POSSIBILITY OF SUCH LOSSES OR DAMAGES, THEY AGREE THAT MOTOROLA WILL NOT BE
LIABLE FOR ANY COMMERCIAL LOSS; INCONVENIENCE; LOSS OF USE, TIME, DATA, GOOD WILL, REVENUES, PROFITS OR SAVINGS; OR
OTHER SPECIAL, INCIDENTAL, INDIRECT, OR CONSEQUENTIAL DAMAGES IN ANY WAY RELATED TO OR ARISING FROM THIS AGREEMENT OR
THE PERFORMANCE OF SERVICES BY MOTOROLA PURSUANT TO THIS AGREEMENT. No action for contract breach or otherwise relating to the
transactions contemplated by this Agreement may be brought more than one (1) year after the accrual of the cause of action, except for money due upon an
open account. This limitation of liability will survive the expiration or termination of this Agreement and applies notwithstanding any contrary provision.
Section 12. EXCLUSIVE TERMS AND CONDITIONS
12.1 This Agreement supersedes all prior and concurrent agreements and understandings between the parties, whether written or oral, related to the
Services, and there are no agreements or representations concerning the subject matter of this Agreement except for those expressed herein. The
Agreement may not be amended or modified except by a written agreement signed by authorized representatives of both parties.
12.2 Customer agrees to reference this Agreement on any purchase order issued in furtherance of this Agreement, however, an omission of the reference
to this Agreement will not affect its applicability. In no event will either party be bound by any terms contained in a Customer purchase order,
acknowledgement, or other writings unless: the purchase order, acknowledgement, or other writing specifically refers to this Agreement; clearly indicate the
intention of both parties to override and modify this Agreement; and the purchase order, acknowledgement, or other writing is signed by authorized
representatives of both parties.
Section 13. PROPRIETARY INFORMATION; CONFIDENTIALITY; INTELLECTUAL PROPERTY RIGHTS
13.1 Any information or data in the form of specifications, drawings, reprints, technical information or otherwise furnished to Customer under this
Agreement will remain Motorola's property, will be deemed proprietary, will be kept confidential, and will be promptly returned at Motorola's request.
Customer may not disclose, without Motorola's written permission or as required by law, any confidential information or data to any person, or use
confidential information or data for any purpose other than performing its obligations under this Agreement. The obligations set forth in this Section survive
the expiration or termination of this Agreement.
13.2 Unless otherwise agreed in writing, no commercial or technical information disclosed in any manner or at any time by Customer to Motorola will be
deemed secret or confidential. Motorola will have no obligation to provide Customer with access to its confidential and proprietary information, including cost
and pricing data.
13.3 This Agreement does not grant directly or by implication, estoppel, or otherwise, any ownership right or license under any Motorola patent, copyright,
trade secret, or other intellectual property, including any intellectual property created as a result of or related to the Equipment sold or Services performed
under this Agreement.
Section 14. FCC LICENSES AND OTHER AUTHORIZATIONS
Customer is solely responsible for obtaining licenses or other authorizations required by the Federal Communications Commission or any other federal,
state, or local government agency and for complying with all rules and regulations required by governmental agencies. Neither Motorola nor any of its
employees is an agent or representative of Customer in any governmental matters.
Section 15. COVENANT NOT TO EMPLOY
During the term of this Agreement and continuing for a period of two (2) years thereafter, Customer will not hire, engage on contract, solicit the employment
of, or recommend employment to any third party of any employee of Motorola or its subcontractors without the prior written authorization of Motorola. This
provision applies only to those employees of Motorola or its subcontractors who are responsible for rendering services under this Agreement. If this
provision is found to be overly broad under applicable law, it will be modified as necessary to conform to applicable law.
Section 16. MATERIALS, TOOLS AND EQUIPMENT
All tools, equipment, dies, gauges, models, drawings or other materials paid for or furnished by Motorola for the purpose of this Agreement will be and
remain the sole property of Motorola. Customer will safeguard all such property while it is in Customer's custody or control, be liable for any loss or damage
to this property, and return it to Motorola upon request. This property will be held by Customer for Motorola's use without charge and may be removed from
Customer's premises by Motorola at any time without restriction.
Section 17. GENERAL TERMS
17.1 If any court renders any portion of this Agreement unenforceable, the remaining terms will continue in full force and effect.
17.2 This Agreement and the rights and duties of the parties will be interpreted in accordance with the laws of the State in which the Services are
performed.
17.3 Failure to exercise any right will not operate as a waiver of that right, power, or privilege.
0 J' OrONOLA SOLUTION
500 W Monroe Street
Chicago, IL. 60661
(888) 325-9336
SERVICE AGREEMENT
Quote Number : QUOTE-1254422
Contract Number: USC000139522
Contract Modifier: R30-MAR-2020
17.4 Neither party is liable for delays or lack of performance resulting from any causes that are beyond that party's reasonable control, such as strikes,
material shortages, or acts of God.
17.5 Motorola may subcontract any of the work, but subcontracting will not relieve Motorola of its duties under this Agreement.
17.6 Except as provided herein, neither Party may assign this Agreement or any of its rights or obligations hereunder without the prior written consent of
the other Party, which consent will not be unreasonably withheld. Any attempted assignment, delegation, or transfer without the necessary consent will be
void. Notwithstanding the foregoing, Motorola may assign this Agreement to any of its affiliates or its right to receive payment without the prior consent of
Customer. In addition, in the event Motorola separates one or more of its businesses (each a "Separated Business"), whether by way of a sale,
establishment of a joint venture, spin-off or otherwise (each a "Separation Event"), Motorola may, without the prior written consent of the other Party and at
no additional cost to Motorola, assign this Agreement such that it will continue to benefit the Separated Business and its affiliates (and Motorola and its
affiliates, to the extent applicable) following the Separation Event.
17.7 THIS AGREEMENT WILL RENEW, FOR AN ADDITIONAL ONE (1) YEAR TERM, ON EVERY ANNIVERSARY OF THE START DATE UNLESS
EITHER THE COVER PAGE SPECIFICALLY STATES A TERMINATION DATE OR ONE PARTY NOTIFIES THE OTHER IN WRITING OF ITS INTENTION
TO DISCONTINUE THE AGREEMENT NOT LESS THAN THIRTY (30) DAYS OF THAT ANNIVERSARY DATE. At the anniversary date, Motorola may
adjust the price of the Services to reflect its current rates.
17.8 If Motorola provides Services after the termination or expiration of this Agreement, the terms and conditions in effect at the time of the termination or
expiration will apply to those Services and Customer agrees to pay for those services on a time and materials basis at Motorola's then effective hourly rates.
17.9 This Agreement may be executed in one or more counterparts, all of which shall be considered part of the Agreement. The parties may execute this
Agreement in writing, or by electronic signature, and any such electronic signature shall have the same legal effect as a handwritten signature for the
purposes of validity, enforceability and admissibility. In addition, an electronic signature, a true and correct facsimile copy or computer image of this
Agreement shall be treated as and shall have the same effect as an original signed copy of this document.
Revised June 16, 2018
City Council Agenda Item Report
Agenda Item No. COV-239-2020
Submitted by: Angela Melgar
Submitting Department: Finance/Treasury
Meeting Date: July 7, 2020
SUBJECT
Implementation of the City's Local Transactions and Use Tax (April 14, 2020 Measure V)
Recommendation:
A. Adopt Resolution No. 2020-23 approving and authorizing the Finance Director to execute a
Preparatory Agreement and an Administrative Agreement with the California Department of Tax and Fee
Administration for the collection and distribution of the Local Transaction Use Tax; and
B. Adopt Resolution No. 2020-24 authorizing examination of sales, use and transactions tax records.
Background:
At the April 14, 2020 General Municipal Election, the majority of voters of the City of Vernon approved
Measure V, adopting Ordinance No. 1269, to increase the sales tax by three-quarter of one percent,
providing up to $6 million annually, to maintain and improve City services including safety, infrastructure,
streets and housing. On April 21, 2020, the Council certified the results of the election and ratified
Ordinance No. 1269, adding Vernon Municipal Code Chapter 20A to enact a transactions and use tax
rate of three-quarters of one percent (0.75%) of the gross receipts of any retailer from the sale of all
tangible personal property sold at retail in the incorporated territory of the City. The proceeds from the
transactions and use tax shall be deposited in the general fund of the City and available for any lawful
governmental purpose.
Pursuant to Vernon Municipal Code Section 20A.1.(b), the City shall contract with the California
Department of Tax and Fee Administration (CDTFA) to perform all functions incidental to the
administration and operation of this transactions and use tax ordinance. Pursuant to Vernon Municipal
Code Section 2.17.12 et seq., competitive bidding or competitive selection is not required because the
services are provided by a governmental entity, and because the entity is the sole service provider.
Resolution No. 2020-23 authorizes the Finance Director to execute an agreement with the CDTFA to
administer and operate the City's Transactions and Use Tax ordinance and an agreement for State
administration of the City's transactions and use taxes.
Resolution No. 2020-24 authorizes examination of sales, use and transactions tax records. The City
deems it necessary for its authorized representatives to examine confidential transactions and use tax
records of the CDTFA pertaining to transactions and use taxes collected by the Board for the City
pursuant to that contract.
Fiscal Impact:
The City shall pay the CDTFA for preparatorywork necessaryto administer the City's transactions and
use tax ordinance. The amount to be paid by the City for the CDTFA's preparatory costs shall not exceed
one hundred seventy-five thousand dollars ($175,000) (Revenue and Taxation Code Section 7272).
Additionally, the City agrees to pay to the CDTFA as the State's cost of administering the City Ordinance
such amount as is provided for by law. Such amounts shall be deducted from the taxes collected by the
Department for the City.
Attachments:
1. Resolution No. 2020-23 Agreements for Sales Tax Implementation
2. Resolution No. 2020-24 Examination of Tax Records
RESOLUTION NO. 2020-23
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON
AUTHORIZING THE FINANCE DIRECTOR TO EXECUTE AGREEMENTS
WITH THE CALIFORNIA DEPARTMENT OF TAX AND FEE
ADMINISTRATION FOR IMPLEMENTATION OF A LOCAL
TRANSACTIONS AND USE TAX
SECTION 1. Recitals.
A. On April 14, 2020, the voters approved Measure V, a three-quarter of one percent
sales tax increase.
B. On April 21, 2020, the City Council certified the results of the election and ratified
Ordinance No. 1269 adding Vernon Municipal Code Chapter 20A and providing for a local
transactions and use tax.
C. The California Department of Tax and Fee Administration (Department)
administers and collects the transactions and use taxes for all applicable jurisdictions
within the state.
D. The Department will be responsible to administer and collect the transactions and
use tax for the City.
E. The Department requires that the City enter into a "Preparatory Agreement" and
an "Administration Agreement" prior to implementation of said taxes.
F. The Department requires that the City Council authorize the agreements.
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 of the City of Vernon hereby approves the
Preparatory Agreement, attached hereto as Exhibit A and the Administrative Agreement,
attached hereto as Exhibit B.
SECTION 4. The City Council of the City of Vernon hereby authorizes the Finance
Director to execute said Agreements for, and on behalf of, the City of Vernon and the City
Clerk is hereby authorized to attest thereto.
SECTION 5. The City Council of the City of Vernon hereby instructs the City
Administrator, or his designee, to take whatever actions are deemed necessary or
Resolution No. 2020-23
Page 2 of 11
desirable for the purpose of implementing and carrying out the purposes of this Resolution
and the transactions herein approved or authorized, including but not limited to, any non -
substantive changes to the Agreements attached herein.
SECTION 6. 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 7th day of July, 2020.
LETICIA LOPEZ, Mayor
ATTEST:
LISA POPE, City Clerk
(seal)
APPROVED AS TO FORM:
ARNOLD M. ALVAREZ-GLASMAN,
Interim City Attorney
Resolution No. 2020-23
EXHIBIT A Page 3 of 11
AGREEMENT FOR PREPARATION TO ADMINISTER AND OPERATE
CITY'S TRANSACTIONS AND USE TAX ORDINANCE
In order to prepare to administer a transactions and use tax ordinance adopted in accordance with
the provision of Part 1.6 (commencing with Section 7251) of Division 2 of the Revenue and Taxation
Code, the City of Vernon, hereinafter called City, and the CALIFORNIA DEPARTMENT OF TAX
AND FEE ADMINISTRATION, hereinafter called Department, do agree as follows:
1. The Department agrees to enter into work to prepare to administer and operate a transactions
and use tax in conformity with Part 1.6 of Division 2 of the Revenue and Taxation Code which has been
approved by a majority of the electors of the City and whose ordinance has been adopted by the City.
2. City agrees to pay to the Department at the times and in the amounts hereinafter specified all
of the Department's costs for preparatory work necessary to administer the City's transactions and use
tax ordinance. The Department's costs for preparatory work include costs of developing procedures,
programming for data processing, developing and adopting appropriate regulations, designing and
printing forms, developing instructions for the Department's staff and for taxpayers, and other
appropriate and necessary preparatory costs to administer a transactions and use tax ordinance. These
costs shall include both direct and indirect costs as specified in Section 11256 of the Government Code.
3. Preparatory costs may be accounted for in a manner which conforms to the internal
accounting and personnel records currently maintained by the Department. The billings for costs may
be presented in summary form. Detailed records of preparatory costs will be retained for audit and
verification by the City.
4. Any dispute as to the amount of preparatory costs incurred by the Department shall be
referred to the State Director of Finance for resolution, and the Director's decision shall be final.
5. Preparatory costs incurred by the Department shall be billed by the Department periodically,
with the final billing within a reasonable time after the operative date of the ordinance. City shall pay
to the Department the amount of such costs on or before the last day of the next succeeding month
following the month when the billing is received.
6. The amount to be paid by City for the Department's preparatory costs shall not exceed one
hundred seventy-five thousand dollars ($175,000) (Revenue and Taxation Code Section 7272.)
1
Resolution No. 2020-23
Page 4 of 11
7. Communications and notices may be sent by first class United States mail. Communications
and notices to be sent to the Department shall be addressed to:
California Department of Tax and Fee Administration
P.O. Box 942879 MIC: 27
Sacramento, California 94279-0027
Attention: Administrator
Local Revenue Branch
Communications and notices to be sent to City shall be addressed to:
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Attention: Finance Director
8. The date of this agreement is the date on which it is approved by the Department of General
Services. This agreement shall continue in effect until the preparatory work necessary to administer
City's transactions and use tax ordinance has been completed and the Department has received all
payments due from City under the terms of this agreement.
CITY OF VERNON
(Signature)
Scott Williams
(Typed Name)
Finance Director
(Title)
(Rev. 11/17)
CALIFORNIA DEPARTMENT OF TAX
AND FEE ADMINISTRATION
LM
Administrator
Local Revenue Branch
2
EXHIBIT B Resolution No. 2020-23
Page 5 of 11
AGREEMENT FOR STATE ADMINISTRATION
OF CITY TRANSACTIONS AND USE TAXES
The City Council of the City of Vernon has adopted, and the voters of the City of
Vernon (hereafter called "City" or "District") have approved by the required majority vote, the City of
Vernon Transactions and Use Tax Ordinance (hereafter called "Ordinance"), a copy of which is
attached hereto. To carry out the provisions of Part 1.6 of Division 2 of the Revenue and Taxation
Code and the Ordinance, the California State Department of Tax and Fee Administration, (hereinafter
called the "Department") and the City do agree as follows:
ARTICLE I
DEFINITIONS
Unless the context requires otherwise, wherever the following terms appear in the Agreement,
they shall be interpreted to mean the following:
1. "District taxes" shall mean the transactions and use taxes, penalties, and interest imposed
under an ordinance specifically authorized by Revenue and Taxation Code Section 7261, et seq. and in
compliance with Part 1.6, Division 2 of the Revenue and Taxation Code.
2. "City Ordinance" shall mean the City's Transactions and Use Tax Ordinance referred to
above and attached hereto, Ordinance No.1269, as amended from time to time, or as deemed to be
amended from time to time pursuant to Revenue and Taxation Code Section 7262.2.
ARTICLE II
ADMINISTRATION AND COLLECTION
OF CITY TAXES
A. Administration. The Department and City agree that the Department shall perform
exclusively all functions incident to the administration and operation of the City Ordinance.
Resolution No. 2020-23
Page 6 of 11
B. Other Applicable Laws. City agrees that all provisions of law applicable to the
administration and operation of the Department Sales and Use Tax Law which are not inconsistent
with Part 1.6 of Division 2 of the Revenue and Taxation Code shall be applicable to the administration
and operation of the City Ordinance. City agrees that money collected pursuant to the City Ordinance
may be deposited into the State Treasury to the credit of the Retail Sales Tax Fund and may be drawn
from that Fund for any authorized purpose, including making refunds, compensating and reimbursing
the Department pursuant to Article IV of this Agreement, and transmitting to City the amount to which
City is entitled.
C. Transmittal of money.
1. For the period during which the tax is in effect, and except as otherwise provided herein, all
district taxes collected under the provisions of the City Ordinance shall be transmitted to City
periodically as promptly as feasible, but not less often than twice in each calendar quarter.
2. For periods subsequent to the expiration date of the tax whether by City's self-imposed
limits or by final judgment of any court of the State of California holding that City's ordinance is
invalid or void, all district taxes collected under the provisions of the City Ordinance shall be
transmitted to City not less than once in each calendar quarter.
3. Transmittals may be made by mail or electronic funds transfer to an account of the City
designated and authorized by the City. A statement shall be furnished at least quarterly indicating the
amounts withheld pursuant to Article IV of this Agreement.
D. Rules. The Department shall prescribe and adopt such rules and regulations as in its
judgment are necessary or desirable for the administration and operation of the City Ordinance and the
distribution of the district taxes collected thereunder.
E. Preference. Unless the payor instructs otherwise, and except as otherwise provided in this
Agreement, the Department shall give no preference in applying money received for state sales and use
taxes, state -administered local sales and use taxes, and district transactions and use taxes owed by a
taxpayer, but shall apply moneys collected to the satisfaction of the claims of the State, cities, counties,
cities and counties, redevelopment agencies, other districts, and City as their interests appear.
(Rev. 10/17) 2
Resolution No. 2020-23
Page 7 of 11
F. Security. The Department agrees that any security which it hereafter requires to be
furnished by taxpayers under the State Sales and Use Tax Law will be upon such terms that it also will
be available for the payment of the claims of City for district taxes owing to it as its interest appears.
The Department shall not be required to change the terms of any security now held by it, and City shall
not participate in any security now held by the Department.
G. Records of the Department.
When requested by resolution of the legislative body of the City under section 7056 of the
Revenue and Taxation Code, the Department agrees to permit authorized personnel of the City to
examine the records of the Department, including the name, address, and account number of each
seller holding a seller's permit with a registered business location in the City, pertaining to the
ascertainment of transactions and use taxes collected for the City. Information obtained by the City
from examination of the Department's records shall be used by the City only for purposes related to the
collection of transactions and use taxes by the Department pursuant to this Agreement.
H. Annexation. City agrees that the Department shall not be required to give effect to an
annexation, for the purpose of collecting, allocating, and distributing District transactions and use
taxes, earlier than the first day of the calendar quarter which commences not less than two months after
notice to the Department. The notice shall include the name of the county or counties annexed to the
extended City boundary. In the event the City shall annex an area, the boundaries of which are not
coterminous with a county or counties, the notice shall include a description of the area annexed and
two maps of the City showing the area annexed and the location address of the property nearest to the
extended City boundary on each side of every street or road crossing the boundary.
ARTICLE III
ALLOCATION OF TAX
A. Allocation. In the administration of the Department's contracts with all districts that
impose transactions and use taxes imposed under ordinances, which comply with Part 1.6 of Division 2
of the Revenue and Taxation Code:
1. Any payment not identified as being in payment of liability owing to a designated
district or districts may be apportioned among the districts as their interest appear, or, in the discretion
(Rev. 10/17) 3
Resolution No. 2020-23
Page 8 of 11
of the Department, to all districts with which the Department has contracted using ratios reflected by
the distribution of district taxes collected from all taxpayers.
2. All district taxes collected as a result of determinations or billings made by the
Department, and all amounts refunded or credited may be distributed or charged to the respective
districts in the same ratio as the taxpayer's self -declared district taxes for the period for which the
determination, billing, refund or credit applies.
B. Vehicles, Vessels, and Aircraft. For the purpose of allocating use tax with respect to
vehicles, vessels, or aircraft, the address of the registered owner appearing on the application for
registration or on the certificate of ownership may be used by the Department in determining the place
of use.
ARTICLE IV
COMPENSATION
The City agrees to pay to the Department as the State's cost of administering the City
Ordinance such amount as is provided for by law. Such amounts shall be deducted from the taxes
collected by the Department for the City.
ARTICLE V
MISCELLANEOUS PROVISIONS
A. Communications. Communications and notices may be sent by first class United States
mail to the addresses listed below, or to such other addresses as the parties may from time to time
designate. A notification is complete when deposited in the mail.
(Rev. 10/17) 4
Resolution No. 2020-23
Page 9 of 11
Communications and notices to be sent to the Department shall be addressed to:
California State Department of Tax and Fee Administration
P.O. Box 942879
Sacramento, California 94279-0027
Attention: Administrator
Local Revenue Branch
Communications and notices to be sent to the City shall be addressed to:
City of Vernon
4305 Santa Fe Avenue
Vernon, CA 90058
Attention: Finance Director
Unless otherwise directed, transmittals of payment of District transactions and use taxes
will be sent to the address above.
B. Term. The date of this Agreement is the date on which it is approved by the Department of
General Services. The Agreement shall take effect on October 1, 2020. This Agreement shall
continue until December 31 next following the expiration date of the City Ordinance, and shall
thereafter be renewed automatically from year to year until the Department completes all work
necessary to the administration of the City Ordinance and has received and disbursed all payments due
under that Ordinance.
C. Notice of Repeal of Ordinance. City shall give the Department written notice of the
repeal of the City Ordinance not less than 110 days prior to the operative date of the repeal.
(Rev. 10/17) 5
Resolution No. 2020-23
Page 10 of 11
ARTICLE VI
ADMINISTRATION OF TAXES IF THE
ORDINANCE IS CHALLENGED AS BEING INVALID
A. Impoundment of funds.
1. When a legal action is begun challenging the validity of the imposition of the tax, the
City shall deposit in an interest -bearing escrow account, any proceeds transmitted to it under
Article IL C., until a court of competent jurisdiction renders a final and non -appealable judgment that
the tax is valid.
2. If the tax is determined to be unconstitutional or otherwise invalid, the City shall
transmit to the Department the moneys retained in escrow, including any accumulated interest, within
ten days of the judgment of the trial court in the litigation awarding costs and fees becoming final and
non -appealable.
B. Costs of administration. Should a final judgment be entered in any court of the State of
California, holding that City's Ordinance is invalid or void, and requiring a rebate or refund to
taxpayers of any taxes collected under the terms of this Agreement, the parties mutually agree that:
1. Department may retain all payments made by City to Department to prepare to
administer the City Ordinance.
2. City will pay to Department and allow Department to retain Department's cost of
administering the City Ordinance in the amounts set forth in Article IV of this Agreement.
3. City will pay to Department or to the State of California the amount of any taxes plus
interest and penalties, if any, that Department or the State of California may be required to rebate or
refund to taxpayers.
4. City will pay to Department its costs for rebating or refunding such taxes, interest, or
penalties. Department's costs shall include its additional cost for developing procedures for processing
(Rev. 10/17) 6
Resolution No. 2020-23
Page 11 of 11
the rebates or refunds, its costs of actually making these refunds, designing and printing forms, and
developing instructions for Department's staff for use in making these rebates or refunds and any other
costs incurred by Department which are reasonably appropriate or necessary to make those rebates or
refunds. These costs shall include Department's direct and indirect costs as specified by Section 11256
of the Government Code.
5. Costs may be accounted for in a manner, which conforms to the internal accounting,
and personnel records currently maintained by the Department. The billings for such costs may be
presented in summary form. Detailed records will be retained for audit and verification by City.
6. Any dispute as to the amount of costs incurred by Department in refunding taxes shall
be referred to the State Director of Finance for resolution and the Director's decision shall be final.
7. Costs incurred by Department in connection with such refunds shall be billed by
Department on or before the 25th day of the second month following the month in which the judgment
of a court of the State of California holding City's Ordinance invalid or void becomes final. Thereafter
Department shall bill City on or before the 25th of each month for all costs incurred by Department for
the preceding calendar month. City shall pay to Department the amount of such costs on or before the
last day of the succeeding month and shall pay to Department the total amount of taxes, interest, and
penalties refunded or paid to taxpayers, together with Department costs incurred in making those
refunds.
CITY OF VERNON
(Signature)
Scott Williams
(Typed Name)
Finance Director
(Title)
CALIFORNIA STATE DEPARTMENT OF
TAX AND FEE ADMINISTRATION
:A
Administrator
Local Revenue Branch
(Rev. 10/17) 7
RESOLUTION NO. 2020-24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON
AUTHORIZING EXAMINATION OF SALES, USE AND TRANSACTIONS
TAX RECORDS
SECTION 1. Recitals.
A. Pursuant to Ordinance No. 1269 of the City of Vernon (City) and Section 7270 of
the Revenue and Taxation Code, the City entered into a contract with the California
Department of Tax and Fee Administration (CDTFA) to perform all functions incident to
the administration and operation of the Transactions and Use Tax Ordinance.
B. The City deems it desirable and necessary for authorized representatives of the
City to examine confidential transactions and use tax records of the California Department
of Tax and Fee Administration pertaining to transactions and use taxes collected by the
Board for the City pursuant to that contract.
C. Section 7056 of the Revenue and Taxation Code sets forth certain requirements
and conditions for the disclosure of California Department of Tax and Fee Administration
records and establishes criminal penalties for the unlawful disclosure of information
contained in or derived from, the transactions and use tax records of the Board.
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 of the City of Vernon hereby appoints the City
Administrator, Finance Director, Assistant Finance Director, Economic Development
Manager, Deputy City Treasurer, Senior Accountant and any other officer or employee
of the City designated in writing by the City Administrator to the California Department
of Tax and Fee Administration (hereafter referred to as the CDTFA) to represent the City
with authority to examine sales, transactions and use tax records of the CDTFA
pertaining to sales, transactions and use taxes collected for the City by the CDTFA
pursuant to the contract between the City and the CDTFA. The information obtained by
examination of CDTFA records shall be used only for purposes related to the collection
of the City's sales, transactions and use taxes by the CDTFA pursuant to the contract.
SECTION 4. The City Council of the City of Vernon hereby appoints the City
Administrator or any other officer or employee of the City designated in writing by the City
Administrator to the CDTFA to represent the City with authority to examine those
transactions and use tax records of the Board for purposes related to the following
governmental functions of the City:
Resolution No. 2020-24
Page 2 of 3
a) City Administration
b) Revenue management and budgeting
c) Community and economic development
d) Business license tax administration
e) Transportation Planning
f) Forecasting
The information obtained by examination of CDTFA records shall be used only for those
governmental functions of the City listed above.
SECTION 5. The City Council of the City of Vernon hereby designates Avenu
MuniServices, LLC to examine the sales, transactions and use tax records of the
California Department of Tax and Fee Administration pertaining to transactions and use
taxes collected for the City by the Department. The person or entity designated by this
section meets all of the following conditions:
a) has an existing contract with the City to examine those sales, transactions and use
tax records;
b) is required by that contract to disclose information contained in, or derived from
those transactions and use tax records only to the officer(s) or employee(s)
authorized under Section 3 or Section 4 of this Resolution to examine the
information;
c) is prohibited by that contract from performing consulting services for a retailer
during the term of that contract; and
d) is prohibited by that contract from retaining the information contained in or derived
from those transactions and use tax records after that contract has expired.
SECTION 6. The information obtained by examination of Board records shall be
used only for purposes related to the collection of City's sales, transactions and use taxes
by the Board pursuant to the contracts between the City and Board.
Resolution No. 2020-24
Page 3 of 3
SECTION 7. 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 7t" day of July, 2020.
LETICIA LOPEZ, Mayor
ATTEST:
LISA POPE, City Clerk
(seal)
APPROVED AS TO FORM:
ARNOLD M. ALVAREZ-GLASMAN,
Interim City Attorney
City Council Agenda Item Report
Agenda Item No. COV-240-2020
Submitted by: Mark Aumentado
Submitting Department: Public Utilities
Meeting Date: July 7, 2020
SUBJECT
Acceptance of Work and Notice of Completion for Contract No. LP-0496: Well No. 22 Construction
Project - Phase 1
Recommendation:
Accept the work as complete and authorize the General Manager of Public Utilities to submit the Notice
of Completion to the Los Angeles County Registrar-Recorder/County Clerk for Phase One of the Well
No. 22 Construction Project, Contract No. LP-0496 completed by Zim Industries, Inc.
Background:
On July 16, 2019, the City Council approved City Contract LP-0496 — Well No. 22 Construction Project to
Zim Industries, Inc. (Zim) in the amount of $2,018,796.00 for Phase One, drilling and casing of the new
potable water production well, and granted the City Administrator authority to issue change orders up to a
specified contingency amount if necessary. Once complete and operational, the water production well
will serve to increase the productivity and reliability of the City's water supply. New well construction is a
two-phase process, with the second phase equipping the well with its permanent pump, motor, and other
equipment necessary to operate the well and provide potable water. Plans and specifications for Phase
Two are being developed and construction is anticipated to begin January 2021. Once equipped and
operational, the well is projected to produce approximately 2,000 gallons per minute of potable water.
The project specifications for Phase One identified a target depth of 1,600 feet below the ground surface
for the new well. However, upon drilling a total depth of 1,165 feet, it was determined that the four aquifer
zones specifically targeted for potable water were intercepted at a shallower depth. There was no benefit
to drilling any additional depth and a cost savings was realized. A 25-foot bentonite seal was installed at
the bottom of the drilled hole, and then the well was cased to a total depth of 1,120 feet below the ground
surface.
On February 20, 2020 the City Administrator approved Change Order No. 1 extending the time for Zim to
complete the project by thirty-two additional calendar days. The additional time was necessary as
unforeseen conditions and problems encountered during the drilling and reaming processes as well as
delays in laboratory test results ultimately led to delays in the procurement of the well casing. No further
compensation was included in the change order. Development and test pumping activities concluded in
March 2020. The final disinfection of the well was performed on April 6, 2020. On April 13, 2020, the well
was capped to protect it in preparation for the second phase and future development. Construction work
for the Phase One project was completed on April 13, 2020, in accordance with the project
specifications and staff expectations. Remaining items including lab sample results have been received
by staff and all invoices for the work have been processed with the exception of the retention. Once the
Notice of Completion is recorded and the work accepted, staff will process payment for the retention
accordingly.
The Notice of Completion (Attachment 1) was approved as to form by the City Attorney's Office.
Fiscal Impact:
Phase One of the Well No. 22 Construction Project was completed by Zi m Industries, Inc. for a total
amount of $1,715,161.07, resulting in an amount of $303,634.93 under the approved budgeted amount.
There is no cost associated with submitting the Notice of Completion for recordation with the County
Clerk.
Attachments:
1. Notice of Completion - City Contract No. LP-0496
Recording Requested By
City of Vernon, Public Utilities Department
Fee Waived Pursuant To Govt. Code 6103
When Recorded Mail To:
City of Vernon
Office of the City Clerk
4305 Santa Fe Avenue
Vernon, CA 90058
SPACE ABOVE THIS LINE RESERVED FOR RECORDER'S USE
NOTICE OF COMPLETION
NOTICE OF COMPLETION IS HEREBY GIVEN that
1. The City of Vernon, whose address is 4305 Santa Fe Avenue, Vernon, California, as Owner of the public work of
improvement known as the Well No. 22 Construction Project, located at 2828 East 50`h Street, Vernon, CA
90058 as improved in accordance with Contract No. LP-0496 between Zim Industries, Inc. whose address is:
4532 East Jefferson Avenue, Fresno, CA 93725 as CONTRACTOR, and the PUBLIC UTILITIES
DEPARTMENT of the City of Vernon for the following work, to wit:
Furnish all transportation, equipment, materials, labor, supplies and services necessary for drilling and
casing a new potable water production well, as described within the project specifications.
2. Notice is given that the Work of Contract No. LP-0496, as amended by Owner -approved changes, if any, was
accepted on July 7, 2020 by City Council, provided, however, this notice does not alter the responsibility of the
Contractor for any failure to comply with the requirements of the Contract Documents including, but not limited
to, Contractor's liability for any unauthorized or non -conforming work and does not constitute acceptance of any
disputed claims.
3. The nature of the interest or state of owner is in fee.
This notice is given in accordance with the provisions of Section 3093 of the Civil Code of the State of California.
Dated
ATTEST:
Lisa Pope, City Clerk
PUBLIC UTILITIES DEPARTMENT
CITY OF VERNON
Abraham Alemu,
General Manager of Public Utilities
VERIFICATION
I, Abraham Alemu, General Manager of Public Utilities, state that I am an officer of the City of Vernon; that I have read the foregoing Notice of
Completion and know the contents thereof and that the same is true of my own knowledge, except as to the matters which are therein stated on
information or belief, and as to those matters I believe them to be true. I declare under penalty of perjury under the laws of the State of California that the
foregoing is true and correct. Executed in the City of Vernon on the above stated date.
Approved as to Form:
Arnold M. Alvarez-Glasman,
Interim City Attorney
Abraham Alemu,
General Manager of Public Utilities
City Council Agenda Item Report
Agenda Item No. COV-236-2020
Submitted by: Adriana Ramos
Submitting Department: Fire Department
Meeting Date: July 7, 2020
SUBJECT
Amendment No. 2 to Services Agreement with JSB Fire Protection, LLC.
Recommendation:
Approve and authorize the City Administrator to execute Amendment No. 2 to the Services Agreement
with JSB Fire Protection, LLC (JSB) in substantially the same form as submitted, granting up to a five (5)
month extension for an amount not to exceed $10,000 to cover anticipated fire plan check costs through
the end of the proposed extension.
Background:
On August 1, 2017, the City of Vernon entered into a three-year services agreement with JSB (Contract
No. FD-0224), to provide On -Call Fire Protection Systems Plan Check Services. The three-year contract
with JSB was for an amount not -to -exceed $78,000 and a term ending date of July 31, 2020. On August
6, 2019, the City Council approved a contract for firefighting and fire related services with the
Consolidated Fire District of the County of Los Angeles (District). On August 20, 2019, the City Council
approved Amendment No. 1 to the services agreement with JSB, increasing the contract value from
$78,000 to $163,000 to cover anticipated fire plan check costs through the end of the service contract.
The Vernon Fire Department is responsible for ensuring that fire protection and life safety systems are
maintained in the City. With the pending transition to the District anticipated to occur by November 2020,
an extension to the current agreement will ensure that there is no interruption in service. City staff is
proposing to extend the agreement with JSB, with an effective date of August 1, 2020 through December
31, 2020, or until the transition with the District occurs; whichever comes first.
Amendment No. 2 would increase the contract cost from $163,000 to $173,000. Pursuant to Vernon
Municipal Code Section 2.17.02(B), City Council approval is required since the total contract dollar
amount would be in excess of $100,000. Therefore, the Fire Department respectfully recommends that
the City Council approve Amendment No. 2 to extend the Services Agreement with JSB and increase
funds to the contract, as this will cover anticipated fire plan check costs through the end of the proposed
extension. When the transition to the District occurs, the City can terminate its services with JSB upon
fifteen (15) calendar days' written notice to JSB pursuant to Section 10.17 of the services agreement.
The amendment has been reviewed and approved by the City Attorney's office.
Fiscal Impact:
Amendment No. 2 would increase the agreement amount by $10,000, resulting in a new total contract
amount of $173,000. Funds for this agreement have been included in Fiscal Year 2020-21 Budget -
Account No. 011.1033.595200 - Professional Services Technical.
Attachments:
1. Amendment No. 2 - JSB Services Agreement
AMENDMENT NO.2 TO THE SERVICES AGREEMENT BETWEEN THE CITY OF
VERNON AND JSB FIRE PROTECTION, LLC REGARDING ON -CALL FIRE
PROTECTION SYSTEMS PLAN CHECK SERVICES
This Amendment ("Amendment No. 2") to that certain Agreement for on -call fire
protection systems plan check services dated August 1, 2017, (the "Agreement"), is made as of
August 1, 2020 by and between the City of Vernon, a California charter city and municipal
corporation (the "City"), and JSB Fire Protection, LLC ("Contractor"), a limited liability
company.
WHEREAS, the City and Contractor are parties to a written Agreement dated August 1,
2017, as amended, under which Contractor provides on -call fire protection systems plan check
services; and
WHEREAS, the Vernon City Council approved a contract for firefighting and fire related
services with the Consolidated Fire District of the County of Los Angeles on August 6, 2019;
and
WHEREAS, the City and Contractor desire to amend the Agreement to extend the
Agreement, as set forth below, for a total amount not to exceed $10,000.00.
NOW, THEREFORE, the parties to this Amendment No. 2 agree as follows:
1. The Agreement has been extended through December 31, 2020, or until the
commencement date of City service by the Consolidated Fire District of the County of Los
Angeles (the "District"), whichever occurs first. The Termination Date listed on the Cover Page
and Section 4.0 of the Agreement is amended to December 31, 2020, or the commencement date
of City service by the District, whichever occurs first.
2. Contractor's grand total amount consideration for the period of August 1, 2017
through the Agreement end date shall not exceed a total amount of $173,000.00.
3. Except as expressly modified by this Amendment No. 2, all provisions of the
Agreement shall remain in full force and effect.
4. The provisions of this Amendment No. 2 shall constitute the entire agreement of
the parties with respect to the subject matter included in this Amendment No. 2 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. 2, with the exception of
joint representation and/or conflict waiver agreements related to matters handled by Contractor.
5. The person or persons executing this Amendment No. 2 on behalf of each of the
parties warrants and represents that he or she has the authority to execute this Amendment No. 2
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. 2 as of the date
stated in the introductory clause.
Page - 1 - of 2
Amendment No. 2 — JSB Services Agreement
[SIGNATURES FOLLOW ON NEXT PAGE]
CITY OF VERNON, a California charter city
and municipal corporation
Carlos Fandino, City Administrator
ATTEST:
Lisa Pope, City Clerk
APPROVED AS TO FORM:
Arnold M. Alvarez-Glasman,
Interim City Attorney
JSB Fire Protection, LLC, a limited liability
company
By:
Name:
Title:
By:
Name:
Title:
Page-2-of 2
Amendment No. 2 — JSB Services Agreement
City Council Agenda Item Report
Agenda Item No. COV-245-2020
Submitted by: Daniel Wall
Submitting Department: Public Works
Meeting Date: July 7, 2020
SUBJECT
Public Works Street Operations Division Vehicles
Recommendation:
Approve the purchase of a Ford F-550 with Knapheide dump body and equipment, and a Ford F-550
with Knapheide KUV body and equipment, through Sourcewell, for a total cost of $141,151.87.
Background:
The adopted Public Works Department Street Operations Division FY2019/2020 budget included
planned capital expenditures for the purchase of a new dump truck and new graffiti truck.
The dump truck and the graffiti truck are important pieces of equipment needed to allow the Street
Operations Division to more effectively meet the needs of the City. The City of Vernon is a member of
Sourcewell, formally the National Joint Powers Alliance, which offers members cooperative buying
contracts. Pursuant to Vernon Municipal Code Chapter 2, Article IV, Section 2.17.12(A)(5), purchase of
the proposed vehicles are exempt from competitive bidding since Sourcewell's practice ensures that
members receive the lowest price available using competitive bidding. The quote secured for this
potential purchase is with a company that sells equipment based on a Sourcewell contract and, in the
opinion of the Finance Director, it is to the advantage of the City to procure the vehicle from the selected
vendor.
Staff recommends approval of the purchase of a Ford F-550 with Knapheide dump body and equipment
for $64,996.01, and a Ford F-550 with Knapheide KUV body and equipment for $76,155.86, through
Sourcewell, for a total cost of $141,151.87.
Fiscal Impact:
The fiscal impact of the proposed purchase is $141,151.87. If approved, the cost would be charged to
the fund balance in capital account number 011.1043.900000, carried over from the FY 2019/2020
budget. The Street Operations Division had budgeted $80,000 for the dump truck and $250,000 for the
graffiti truck.
Attachments:
Dump Truck Sourcewell Quote ID#23979 R4
Graffiti Truck Sourcewell Quote ID#13575 R1
5l8/2020
Sell, service, and deliver letter
National Auto Fleet Group
A division of Chevrolet of Watsonville
490 Auto Center Drive, Watsonville, CA 95076
(855) 289-6572 • (831) 480-8497 Fax
Fleet@ Nation alAutoFleetGroup.com
4/30/2020
5/8/2020 Re -Configured
John Cordova
City of Vernon
Public Works
4305 Santa Fe Ave
Vernon , California, 90058
Dear John Cordova,
Quote ID: 23979 R4
Order Cut Off Date: TBA
National Auto Fleet Group is pleased to quote the following vehicle(s) for your consideration.
One (1) New/Unused (2020 Ford Super Duty F-550 DRW (F5G) XL 2WD Reg Cab 169" WB 84" CA, Knapheide
Dump Body Proposal JM00000790) and delivered to your specified location, each for
One Unit
Contract Price
$41,449.50
Knapheide Dump Body Proposal
$17,898.00
JM00000790
Tax (9.5000 %)
$5,638.01
Tire fee
$10.50
Total
$64,996.01
- per the attached specifications.
This vehicle(s) is available under the Sourcewell (Formerly Known as NJPA) Contract 120716-NAF . Please
reference this Contract number on all purchase orders to National Auto Fleet Group. Payment terms are Net 20 days
after receipt of vehicle.
Thank you in advance for your consideration. Should you have any questions, please do not hesitate to call.
Sincerely,
Jesse Cooper
Account Manager
Email: Fleet@NationalAutoFleetGroup.com
Office: (855) 289-6572
Fax: (831) 480-8497
ru
CIMM
https://www.nationalautofleetgroup.com/OrderRequesVSSDPrintl23979?ws=True&se=True&ssdType=OrderRequest 2/10
5/8/2020
Sell. service. and deliver letter
In order to Finalize your Quote,_please submit this
purchase packet to your governing body for Purchase
Order Approval. Once you issue a Purchase Order
please send by_
Fax: (831) 480-8497
Mail: National Auto Fleet Group
490 Auto Center Drive
Watsonville, CA 95076
Email: Fleet@NationalAutoFleetGroup.com
We will then send a W-9 if you need one
Please contact our main office with any questions:
1-855-289-6572
https://www.nationalautofleetgroup.com/OrderRequestISSDPrintl23979?ws=True&se=True&ssdType=OrderRequest 3/10
Knapheide Truck Eq Co - CA
look 0 405 Gandy Dancer Rd
APHEIDE Tracy CA 95377
1W Phone: 209-855-8400
a Fax: 209-835-2128
SINCE 1848 www.tracy.knapheide.com
Customer: NATIONAL AUTO FLEET GROUP
490 AUTO CENTER DRIVE
WATSONVILLE CA 95076
Contact: NEIL CARROLL
Phone: 655-289-6572
Fax: 1-831-480-8497
Fndu%er-
QUOTATION
Quote ID: JM00000790
Page 1 of 2
Quote Number: JM00000790
Quote Date: 5'512020
Quote valid until: 6*2020
Prepared imckenzie
By:
Salesperson: MELVIN JACKSON
PO#:
Make: FORD
Model: F-;Sty
Year. 202
SinglelDual: DRW
Cab Typo: REGULAR
Wheelbase: lby.{}
Cab -to -Axle: 84.t)
VIN, CLISTOMER SUPPLIED
CHASSIS
1 KDBDS1118A KNAPHEIDE MODEL DUMP BODY $14,065.00 $14,065.00
11'.25" LONG X 87" ID, 96' WIDE
4.04 YARD CAPACITY WITH OUT POLY BOARD EXTENSIONS
114 CAB SHIELD PROTECTOR (TAPERED) WITH PUNCHED WINDOW
16" FOLD DOWN SIDES
22" TALL DOUBLE ACTING TAILGATE
TWO PIECE 7 GAUGE HIGH TENSILE, FULL SEAM WELDED FLOOR
10 GAUGE FRONT AND 12 GAUGE SIDES
KH-1520SF-ED ELECTRIC DOUBLE ACTING HOIST WITH PENDENT
SWITCH CONTROL
LED CLEARANCE LIGHT
OVAL LED STOP/TURN/TAIL FLUSH MOUNT LIGHTS IN REAR
BLACK FINISH SINGLE STAGE PAINT
97 dB BACK UP ALARM, IN CAB BED UP LIGHT INDICATOR
CLASS V RECEIVER HITCHACC BUMPER WITH 7-WAY TRAILER
PLUG
MUD FLAPS WITH ANTI -SAIL BRACKETS & FUEL BRACKET KIT
1
WINDOW SHADE STYLE TARP, 84" X 16' MESH TARP
$1,280.00
$1,280.00
1
KNAPHEIDE STEEL UNDER BODY TOOLBOX 36% X 18"H X 18"D, T-
$1,194.00
$1,194.00
HANDLE LATCH, BLACK
1 MOUNTED UNDER EACH SIDE FRONT OF REAR AXLE
1
INSTALL OE BACKUP CAMERA
$210.00
$210.00
1
JPDI
$250.00
$250.00
1
DELIVERY TO VERNON, CA
$899.00
$899.00
Quote Total:
$17 898.00
$0.00
Discount:
Total Due(Sales tax not included): $17
Notes:
This Quote is subject to the following terms and conditions:
KNAPHEIDE.,
SINCE 1848
Credit Card Policy
Knapheide Truck Eq Co - CA
405 Gandy Dancer Rd
Tracy CA 95377
Phone: 209-855-8400
Fax: 209-835-2128
www.tracy.knapheide.com
QUOTATION
(quote iD: JM00000790
Page 2 of 2
We do not accept credit cards for payment of anyorder in excess of $3,000.00. For other orders, we do accept MasterCard, American Express, Visa and Discover cards for
payment
Pricing Policy
Price Quotation is good on orders received through the expiration date.
Pricing quoted applies to chassis make/model originally provided and quantity quoted. Any change may result in price change.
Orders are subject to ail applicable state, Iota/ and federal excise taxes. Applicable taxes will be applied on final billing to customer upon completion of order.
Payment Policy
Payment Terms are due upon recelpt of signed quote unless prior credit agreement has been established at the time of order.
Payment terms for customers with an established credit account will be Net 30 from date of invoice.
Knapheide has right to assess late charges at 1.5% per month on all invoices that are ti0 days or more past due
Return Policy
All sales are final. Purchased parts or products are non returnable.
Cancellation Policy
Payment is due in full upon cancellation of any orders for non -stocked parts or products (provided part/product has been ordered by Knapheide) and upon cancellation of Installation
orders, once product installation has begun.
Customer agrees and understands this Quote is an offer to sell subject to the terms and conditions above and any additional. terms or modifications are hereby objected to, unless mutually agreed
upon in writing by Customer and Knapheide. The undersigned represents and warrants that he/she is duty authorized to sign below on behalf of Customer and thereby accepts offer and Knapheide
will begin processing the order.
Customer must fill out the information below before the order can be processed
Signature 8 Print
Accept d by:
Date:
P.0. number.
5/8/2020
Sell, service, and deliver letter
Vehicle Configuration Options
ENGINE
Code
Description
99N
ENGINE: 7.3L 2V DEVCT NA PFI V8 GAS, (STD)
TRANSMISSION
Code
Description
44G
TRANSMISSION: TORQSHIFT 10-SPEED AUTOMATIC, -inc: selectable drive modes:
normal, tow/haul, eco, deep sand/snow and slippery (STD)
TIRES
Code
Description
TGJ
TIRES: 225/70RX19.5G BSW A/P, (STD)
PRIMARY PAINT
Code
Description
Z1
OXFORD WHITE
PAINT SCHEME
Code
Description
STANDARD PAINT
SEAT TYPE
Code
Description
AS
MEDIUM EARTH GRAY, HD VINYL 40/20/40 SPLIT BENCH SEAT, -inc: center armrest,
cupholder, storage and driver's side manual lumbar
AXLE RATIO
Code
Description
X8L
LIMITED SLIP W/4.88 AXLE RATIO
ADDITIONAL EQUIPMENT
Code
Description
96V
XL VALUE PACKAGE, -inc: XL Decor Group, Chrome Front Bumper, Steering Wheel -
Mounted Cruise Control
90L
POWER EQUIPMENT GROUP, -inc: Deletes passenger side lock cylinder, upgraded door -
trim panel, Accessory Delay, Advanced Security Pack, SecuriLock Passive Anti -Theft System
(PATS) and inclination/intrusion sensors, MyKey, owner controls feature, Power Locks,
Remote Keyless Entry, Folding Trailer Tow Mirrors w/Power Heated Glass, manual
telescoping, heated convex spotter mirror and integrated clearance lamps/turn signals, Power
Front Side Windows, 1-touch up/down driver/passenger window
17F
XL DECOR GROUP, -inc: Chrome Front Bumper
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67B
397 AMP ALTERNATORS
86M
DUAL 78 AH BATTERY
52B
TRAILER BRAKE CONTROLLER, -inc: smart trailer tow connector, Verified to be compatible
w/electronic actuated drum brakes only
GVWR: 19,500 LB PAYLOAD PLUS UPGRADE PACKAGE, -inc: upgraded frame, rear -axle
68M
and low deflection/high capacity springs, Increases max RGAWR to 14, 706, Note: See Order
Guide Supplemental Reference for further details on GVWR
EXTRA HEAVY -SERVICE SUSPENSION PACKAGE, -inc: pre -selected extra heavy -service
front springs (see Order Guide Supplemental Reference for springs/FGAWR of specific
vehicle configurations), Recommended only on vehicles which will permanently utilize
67X
aftermarket equipment such as heavy-duty winches, brush guards or other apparatus which
loads the front axle to the specified Gross Axle Weight Rating (GAWR), NOTE 1: May result
in a deterioration of ride quality, NOTE 2: Vehicle ride height will increase w/the addition of
this package
76C
EXTERIOR BACKUP ALARM (PRE -INSTALLED), -inc: Custom accessory
512
SPARE TIRE, WHEEL & JACK, -inc: Excludes carrier, 6-Ton Hydraulic Jack
18B
PLATFORM RUNNING BOARDS
942
DAYTIME RUNNING LAMPS (DRL), -inc: The non -controllable 942 Daytime Running Lamps
(DRL) replace the standard Daytime Running Lamps (DRL) on/off cluster controllable
61J
6-TON HYDRAULIC JACK
525
STEERING WHEEL -MOUNTED CRUISE CONTROL
REAR VIEW CAMERA & PREP KIT, -inc: Pre -installed content includes cab wiring and frame
872
wiring to the rear most cross member, Upfitters kit includes camera w/mounting bracket, 20'
jumper wire and camera mounting/aiming instructions
43C
110V/400W OUTLET, -inc: 1 in -dash mounted outlet
OPTION PACKAGE
Code
IDescription
660A
JORDER CODE 660A
https://www.nationalautofleetgroup.com/OrderRequestISSDPrinU23979?ws=True&se=True&ssdType=OrderRequest 5/10
5/8/2020
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2020 Fleet/Non-Retail Ford Super Duty F-550 DRW XL 2WD
Reg Cab 169" WB 84" CA
WINDOW STI CKER
2020 Ford Super Duty F-550 DRW XL 2WD Reg Cab 169" WB 84" CA
CODE MODEL MSRP
F5G 2020 Ford Super Duty F-550 DRW XL 2WD Reg Cab 169" WB 84" CA $40,870.00
OPTIONS
99N
ENGINE: 7.3L 2V DEVCT NA PFI V8 GAS, (STD)
$0.00
44G
TRANSMISSION: TORQSHIFT 10-SPEED AUTOMATIC, -inc: selectable drive modes: normal,
$0.00
tow/haul, eco, deep sand/snow and slippery (STD)
TGJ
TIRES: 225/70RX19.5G BSW A/P, (STD)
$0.00
Z1
OXFORD WHITE
$0.00
STANDARD PAINT
$0.00
AS
MEDIUM EARTH GRAY, HD VINYL 40/20/40 SPLIT BENCH SEAT, -inc: center armrest, cupholder,
$0.00
storage and driver's side manual lumbar
X8L
LIMITED SLIP W/4.88 AXLE RATIO
$360.00
96V
XL VALUE PACKAGE, -inc: XL Decor Group, Chrome Front Bumper, Steering Wheel -Mounted Cruise
$395.00
Control
90L POWER EQUIPMENT GROUP, -inc: Deletes passenger side lock cylinder, upgraded door -trim panel, $915.00
Accessory Delay, Advanced Security Pack, SecuriLock Passive Anti -Theft System (PATS) and
inclination/intrusion sensors, MyKey, owner controls feature, Power Locks, Remote Keyless Entry,
Folding Trailer Tow Mirrors w/Power Heated Glass, manual telescoping, heated convex spotter mirror
and integrated clearance lamps/turn signals, Power Front Side Windows, 1-touch up/down
driver/passenger window
17F XL DECOR GROUP, -inc: Chrome Front Bumper INC
67B 397 AMP ALTERNATORS $115.00
86M
DUAL 78 AH BATTERY
$0.00
52B
TRAILER BRAKE CONTROLLER, -inc: smart trailer tow connector, Verified to be compatible
$270.00
w/electronic actuated drum brakes only
68M
GVWR: 19,500 LB PAYLOAD PLUS UPGRADE PACKAGE, -inc: upgraded frame, rear -axle and low
$1,155.00
deflection/high capacity springs, Increases max RGAWR to 14, 706, Note: See Order Guide
Supplemental Reference for further details on GVWR
67X
EXTRA HEAVY -SERVICE SUSPENSION PACKAGE, -inc: pre -selected extra heavy -service front
$125.00
springs (see Order Guide Supplemental Reference for springs/FGAWR of specific vehicle
configurations), Recommended only on vehicles which will permanently utilize aftermarket equipment
such as heavy-duty winches, brush guards or other apparatus which loads the front axle to the
specified Gross Axle Weight Rating (GAWR), NOTE 1: May result in a deterioration of ride quality,
NOTE 2: Vehicle ride height will increase w/the addition of this package
76C
EXTERIOR BACKUP ALARM (PRE -INSTALLED), -inc: Custom accessory
$140.00
512
SPARE TIRE, WHEEL & JACK, -inc: Excludes carrier, 6-Ton Hydraulic Jack
$350.00
18B
PLATFORM RUNNING BOARDS
$320.00
942
DAYTIME RUNNING LAMPS (DRL), -inc: The non -controllable 942 Daytime Running Lamps (DRL)
$45.00
replace the standard Daytime Running Lamps (DRL) on/off cluster controllable
61J
6-TON HYDRAULIC JACK
INC
https://www.nationalautofleetgroup.com/OrderRequestISSDPrintl23979?ws=True&se=True&ssdType=OrderRequest 6/10
5/8/2020 Sell, service, and deliver letter
525 STEERING WHEEL -MOUNTED CRUISE CONTROL INC
872 REAR VIEW CAMERA & PREP KIT, -inc: Pre -installed content includes cab wiring and frame wiring $415.00
to the rear most cross member, Upfitters kit includes camera w/mounting bracket, 20' jumper wire and
camera mounting/aiming instructions
43C 110V/400W OUTLET, -inc: 1 in -dash mounted outlet $175.00
660A ORDER CODE 660A $0.00
Please note selected options override standard equipment
SUBTOTAL $45,650.00
Advert/ Adjustments $0.00
Manufacturer Destination Charge $1,695.00
TOTAL PRICE $47,345.00
Est City: N/A MPG
Est Highway: N/A MPG
Est Highway Cruising Range: N/A mi
Any performance -related calculations are offered solely as guidelines. Actual unit performance will depend on your operating
conditions.
https://www.nationalautofleetgroup.com/OrderRequest/SSDPrint/23979?ws=True&se=True&ssdType=OrderRequest 7/1 0
5/8/2020
Standard Equipment
Sell, service, and deliver letter
MECHANICAL
Engine: 7.3L 2V DEVCT NA PFI V8 Gas
Transmission: TorgShift 10-Speed Automatic -inc: selectable drive modes: normal, tow/haul, eco, deep
sand/snow and slippery
4.88 Axle Ratio
GVWR: 18,000 Ibs Payload Package
50-State Emissions System
Transmission w/Oil Cooler
Rear -Wheel Drive
78-Amp/Hr 750CCA Maintenance -Free Battery w/Run Down Protection
HD 240 Amp Alternator
Towing Equipment -inc: Trailer Sway Control
Trailer Wiring Harness
11290# Maximum Payload
HD Shock Absorbers
Front And Rear Anti -Roll Bars
Firm Suspension
Hydraulic Power -Assist Steering
40 Gal. Fuel Tank
Single Stainless Steel Exhaust
Dual Rear Wheels
Front Suspension w/Coil Springs
Leaf Rear Suspension w/Leaf Springs
4-Wheel Disc Brakes w/4-Wheel ABS, Front And Rear Vented Discs and Brake Assist
Upfitter Switches
EXTERIOR
Wheels: 19.5" x 6" Argent Painted Steel -inc: Hub covers/center ornaments not included
Tires: 225/70Rx19.5G BSW A/P
Clearcoat Paint
Black Front Bumper w/Black Rub Strip/Fascia Accent and 2 Tow Hooks
Black Fender Flares
Black Side Windows Trim and Black Front Windshield Trim
Black Door Handles
Black Manual Side Mirrors w/Manual Folding
Manual Extendable Trailer Style Mirrors
Fixed Rear Window
Light Tinted Glass
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Variable Intermittent Wipers
Aluminum Panels
Front Splash Guards
Black Grille
Front License Plate Bracket
Autolamp Fully Automatic Aero-Composite Halogen Daytime Running Lights Preference Setting
Headlamps w/Delay-Off
Cab Clearance Lights
ENTERTAINMENT
Radio: AM/FM Stereo w/MP3 Player -inc: 4 speakers
Radio w/Seek-Scan
Fixed Antenna
SYNC Communications & Entertainment System -inc: enhanced voice recognition, 911 Assist, 4.2" LCD
center stack screen, AppLink, 1 smart -charging USB-C port and steering wheel audio controls
INTERIOR
4-Way Driver Seat -inc: Manual Recline and Fore/Aft Movement
4-Way Passenger Seat -inc: Manual Recline and Fore/Aft Movement
Manual Tilt/Telescoping Steering Column
Gauges -inc: Speedometer, Odometer, Oil Pressure, Engine Coolant Temp, Tachometer, Transmission
Fluid Temp, Engine Hour Meter, Trip Odometer and Trip Computer
FordPass Connect 4G Mobile Hotspot Internet Access
Manual Air Conditioning
Illuminated Locking Glove Box
Interior Trim -inc: Chrome Interior Accents
Full Cloth Headliner
Urethane Gear Shifter Material
HD Vinyl 40/20/40 Split Bench Seat -inc: center armrest, cupholder, storage and driver's side manual
lumbar
Day -Night Rearview Mirror
Passenger Visor Vanity Mirror
2 12V DC Power Outlets
Front Map Lights
Fade -To -Off Interior Lighting
Full Vinyl/Rubber Floor Covering
Underhood Lights
Smart Device Remote Engine Start
Instrument Panel Covered Bin and Dashboard Storage
Manual 1 st Row Windows
Systems Monitor
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5/8/2020
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Trip Computer
Outside Temp Gauge
Analog Display
Manual Adjustable Front Head Restraints
Air Filtration
SAFETY
Driveline Traction Control
Side Impact Beams
Dual Stage Driver And Passenger Seat -Mounted Side Airbags
Dual Stage Driver And Passenger Front Airbags w/Passenger Off Switch
Safety Canopy System Curtain 1st Row Airbags
Outboard Front Lap And Shoulder Safety Belts -inc: Height Adjusters
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National Auto Fleet Group
A Division of Chevrolet of Watsonville
�rll� 490 Auto Center Drive, Watsonville, CA 95076
(855) 289.6572 - (831) 480.8497 Fax
Fleet@ NationalAutoFleetGroup,com
5/8/2020
5/8/2020 Re -Configured
Mr John Cordova
City of Vernon
4305 Santa Fe Ave
Vernon, California, 90058
Dear John Cordova,
Quote ID: 13575 R1
Order Cut Off Date: TBA
National Auto Fleet Group is pleased to quote the following vehicle(s) for your consideration.
One (1) New/Unused (2020 Ford Super Duty F-550 DRW (F5G) XL 2WD Reg Cab 205" WB 120" CA, Knapheide
KUV Body Proposal JM00000789) and delivered to your specified location, each for
One Unit
One Unit Total % Total
(MSRP)
Savings Savings
Contract Price
$47,695.00
$41,788.14 12.385 % $5,906.86
Knapheide KUV Body Proposal
$27,751.00
$27,751.00
J M00000789
Tax (9.5000 %)
$6,606.22
Tire fee
$10.50
Total
$76,155.86
- per the attached specifications.
This vehicle(s) is available under the Sourcewell (Formerly Known as NJPA) Contract 120716-NAF . Please
reference this Contract number on all purchase orders to National Auto Fleet Group. Payment terms are Net 20 days
after receipt of vehicle.
Thank you in advance for your consideration. Should you have any questions, please do not hesitate to call.
Sincerely,
Jesse Cooper
Account Manager
Email: Fleet@NationalAutoFleetGroup.com
Office: (855) 289-6572
Fax: (831) 480-8497
VMSS
CHEVPAH
Quoting Department
Account Manager
Fleet@NationalAutoFleetGroup.com
(855) 289-6572
TOYOTA
https://www.nationalautofleetgroup.com/OrderRequest/SSDPrint/l3575?ws=true&se=true&ssdType=QuickQuote 3/11
5/8/2020
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In order to Finalize your Quote,_please submit this
purchase packet to your governing body for Purchase
Order Approval. Once you issue a Purchase Order
please send by_
Fax: (831) 480-8497
Mail: National Auto Fleet Group
490 Auto Center Drive
Watsonville, CA 95076
Email: Fleet@NationalAutoFleetGroup.com
We will then send a W-9 if you need one
Please contact our main office with any questions:
1-855-289-6572
https://www.nationalautofleetgroup.com/OrderRequesUSSDPrint/l3575?ws=true&se=true&ssdType=QuickQuote 4/11
Knapheide Truck Eq Co - CA QUOTATION
405 Gandy Dancer Rd
KIJAOOIDE 4 PH Tracy CA 95377 Quote lid: JNKICH t)789
am" t Phone: 209-855400
Fax: 235-2128 Page 1 of 2
SINCE 1848 tiwww.tracy.knapheide.com
Customer: NATIONAL AUTO FLEET GROUP Quote Number: JMOO000789
490 AUTO CENTER DRIVE Quote Data: 514£2020
WATSONVILLE CA 95076 Quote valid undl. 6/3/2020
Contact: NEIL CAI=tROLl Prepared
By: Prepared
Phone; 855-289-6572 S011e0parson: MELVIN JACKSON
Fax:1-831-480-8497 PO :
-- Mara: FORD
M4Mrsrlel: F �50
V; 2020
DRA"
Cab Typo. ;
$" sse: 2055 0
Cab -to Axls: 120,0
wk C LTSTOMER SUPPLIED
CHASSIS
KC162"2094 KUVcc BODY
14` HIGH ROOF BODY FITS 120CA DRCI" ASSIS
RIVETLESS ROTARY SLAM LATCHES
t�i,B�
t21, .tltl!
STANDARD SHELVING PACKAGE
K AP-LaNED GALVA-GRID BUMPER WqTH STEP WELL
SURFACE MOUNT LED LIGHTS
#SNAP TIGHT REAR DOORS
MASTER LOCKING SYSTEM
TWO DOME LIGHTS SWITCHED AT RIGHT REAR
K-COAT CORROSION PROTECTION WITH KNAP"EIDE'S
EXCLUSIVE 12-STAGE
ELECTRO-COATING PRIME PAINT SYSTEM
BODY FULLY UNDERCOATED
FINISH PAINTED SIMILE STAGE WHITE (EXTERIOR, CARGO AREA
AND COMPARTMENT INTERIORS)
REAR ACCESS DOORS, BOTH REAR END PANELS
SOLID PANEL REAR DOORS INO WMNM3OW5
1
1
1
LED CC#WARTMENT LIGHTS
* NOT RECOMMENDED FOR USE ON BODIES EQUIPPED WITH
BOTTLE GAS RETAINERS OR BODIES USED TO STORE
FLAMMABLE MATE JAL$
SIDE ItIC 1NT LADDER RACK MOUNTED CUR85IDE PAINTED WHIT
CROSS COVER MIRROR INSTAL. 0 STREETSt E TOP REAR
CORNER
Ti2,O2$,00
Ste.
$180.
$2,02MI.00
$998.00
$180.00
1
REAR STROBES INTEGRATED IN SURFACE MOUNTED LED LIGHTS
(2) FRONT GRILLE MOUNTED AMBER STROBES WIRED HOT TO
UPFITTER SWITCH
605,00
$695.00
1
1
1
1
1
INSTALL
97 dM3 BACK UP ALARMi!
12" GRAB HANDLE INSTALLED EACH REAR END PANEL
CLASS V RECEIVER HITC WITH 7 WAY PLUG
OE BACKUP CAMERA
PI)I
DELIVERY TO VERNON, CA
$90-
$215.00
3SOO,DO
$SOO.00
$210$2SO.
$$".00
$80.00
$215.00
Ti500,00
$50M$210.O0
M254.00
i892,00
Queue Total:.
$27 751.00
Dirtcouft.
0.00
Teti Ds*II810S but tI 1t1 k4W):
$27 751.MMi
he foil tom: 0010ft Mw bo sd
Knaphakft Truck Eq 0o -CA
405 Gandy Dancer Rd
PHEIDE KMTracy CA 85377
Phonies 209-US4400
�0 Fax: 20M35.2129
I4'Srtii/e•� i MPww.tracy.knaj h*ide.c*m
Mites:
Th>s Quote is subject to the folio Wng terms and co"tiom:
QUOTATION
Quote ID: JM00000789
Page 2 of 2
::relit Card Policy
stie do rwt accept cred °t cards for paytnent Of ani order ith excess 0#$A,t A). ftirtadirr txtlt rs,iNtedti It .grd,�UlNlt9r:n, Ct, Visa and Mctwer cards for
tsavntE.,rrt
Pricing Po!"
• Price Cttrotatior is good on omen rerrived OWOugh the a rpirat,or+ date.
• 'ring quoted apes to chase s r_jite/moctei cu cagy provided and quantity quoicd 1Gny &aitgv may result ,n price change.
• Orders are wbiect w all apphcabk state, coal and federal extlse taxes., Apo§caiale tax" will be appiled on final tAl m= to Customer upon cnmptetarl of order.
Pyment Policy
• Payment Terms ere due upon receipt ofs4ped quite Jn1tSS prior V�edlt agreement hat been estabiished at the time of order,
• Pavrntynt terms for customers with an astabiilbed credit account will be Net 30 from date of invoice.
Knapheide has right to aueI3 iota cfWS" at IS% per nwrtth On ail betrok)es that are till days to more past due.
Ratttrn finiicy
A+i sales ere final. PurctAwd party w prtxuets are I,jon returnatrfe.
:anOmwim Pocky
• payment is due in full upon cancellation of any orders for rwlr$tt#td parts to products (Provided partrpiroduct has been oader0,d by KitapheTtiej and upon cantefi�sori of {nstaHsYon
orders, dace product ihAallation hall lsr urv.
:omit agrees arrd understands tft amwe is an Offer to sed Subject to the terms and tondltioris active and any Additi mal leans or Modifications; we hereby objected to, iirtion muivaily agreed
po>x in writing by Customer and KnaplKide. The undersigned reprr!senti and warrants thAt he/she is duly auth wi,ad to sign below on behalf of CustOntar and cttara*by a coots r eer and KnApiiaide
rill begin procesung the order.
,ustorner must till out the
5igrw me & pwrt
P, 0l
below before Ulie order can be
5/8/2020
Sell, service, and deliver letter
Vehicle Configuration Options
ENGINE
Code
Description
99N
ENGINE: 7.3L 2V DEVCT NA PFI V8 GAS, (STD)
TRANSMISSION
Code
Description
44G
TRANSMISSION: TORQSHIFT 10-SPEED AUTOMATIC, -inc: selectable drive modes:
normal, tow/haul, eco, deep sand/snow and slippery (STD)
TIRES
Code
Description
TGJ
TIRES: 225/70RX19.5G BSW A/P, (STD)
PRIMARY PAINT
Code
Description
Z1
OXFORD WHITE
PAINT SCHEME
Code
Description
STANDARD PAINT
SEAT TYPE
Code
Description
AS
MEDIUM EARTH GRAY, HD VINYL 40/20/40 SPLIT BENCH SEAT, -inc: center armrest,
cupholder, storage and driver's side manual lumbar
AXLE RATIO
Code
Description
X8L
LIMITED SLIP W/4.88 AXLE RATIO
ADDITIONAL EQUIPMENT
Code
Description
96V
XL VALUE PACKAGE, -inc: XL Decor Group, Chrome Front Bumper, Steering Wheel -
Mounted Cruise Control
90L
POWER EQUIPMENT GROUP, -inc: Deletes passenger side lock cylinder, upgraded door -
trim panel, Accessory Delay, Advanced Security Pack, SecuriLock Passive Anti -Theft System
(PATS) and inclination/intrusion sensors, MyKey, owner controls feature, Power Locks,
Remote Keyless Entry, Folding Trailer Tow Mirrors w/Power Heated Glass, manual
telescoping, heated convex spotter mirror and integrated clearance lamps/turn signals, Power
Front Side Windows, 1-touch up/down driver/passenger window
17F
JXL DECOR GROUP, -inc: Chrome Front Bumper
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5/8/2020
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67B
397 AMP ALTERNATORS
86M
DUAL 78 AH BATTERY
52B
TRAILER BRAKE CONTROLLER, -inc: smart trailer tow connector, Verified to be compatible
w/electronic actuated drum brakes only
GVWR: 19,500 LB PAYLOAD PLUS UPGRADE PACKAGE, -inc: upgraded frame, rear -axle
68M
and low deflection/high capacity springs, Increases max RGAWR to 14, 706, Note: See Order
Guide Supplemental Reference for further details on GVWR
EXTRA HEAVY -SERVICE SUSPENSION PACKAGE, -inc: pre -selected extra heavy -service
front springs (see Order Guide Supplemental Reference for springs/FGAWR of specific
vehicle configurations), Recommended only on vehicles which will permanently utilize
67X
aftermarket equipment such as heavy-duty winches, brush guards or other apparatus which
loads the front axle to the specified Gross Axle Weight Rating (GAWR), NOTE 1: May result
in a deterioration of ride quality, NOTE 2: Vehicle ride height will increase w/the addition of
this package
76C
EXTERIOR BACKUP ALARM (PRE -INSTALLED), -inc: Custom accessory
512
SPARE TIRE, WHEEL & JACK, -inc: Excludes carrier, 6-Ton Hydraulic Jack
18B
PLATFORM RUNNING BOARDS
942
DAYTIME RUNNING LAMPS (DRL), -inc: The non -controllable 942 Daytime Running Lamps
(DRL) replace the standard Daytime Running Lamps (DRL) on/off cluster controllable
61J
6-TON HYDRAULIC JACK
525
STEERING WHEEL -MOUNTED CRUISE CONTROL
REAR VIEW CAMERA & PREP KIT, -inc: Pre -installed content includes cab wiring and frame
872
wiring to the rear most cross member, Upfitters kit includes camera w/mounting bracket, 20'
jumper wire and camera mounting/aiming instructions
43C
1110V/400W OUTLET, -inc: 1 in -dash mounted outlet
OPTION PACKAGE
Code
Description
660A
ORDER CODE 660A
https://www.nationalautofleetgroup.com/OrderRequest/SSDPrint/l3575?ws=true&se=true&ssdType=QuickQuote 6/11
5/8/2020
Sell, service, and deliver letter
2020 Fleet/Non-Retail Ford Super Duty F-550 DRW XL 2WD
Reg Cab 205" WB 120" CA
WINDOW STICKER
2020 Ford Super Duty F-550 DRW XL 2WD Reg Cab 205" WB 120" CA
CODE MODEL MSRP
F5G 2020 Ford Super Duty F-550 DRW XL 2WD Reg Cab 205" WB 120" CA $41,220.00
OPTIONS
99N
ENGINE: 7.3L 2V DEVCT NA PFI V8 GAS, (STD)
$0.00
44G
TRANSMISSION: TORQSHIFT 10-SPEED AUTOMATIC, -inc: selectable drive modes: normal,
$0.00
tow/haul, eco, deep sand/snow and slippery (STD)
TGJ
TIRES: 225/70RX19.5G BSW A/P, (STD)
$0.00
Z1
OXFORD WHITE
$0.00
STANDARD PAINT
$0.00
AS
MEDIUM EARTH GRAY, HD VINYL 40/20/40 SPLIT BENCH SEAT, -inc: center armrest, cupholder,
$0.00
storage and driver's side manual lumbar
X8L
LIMITED SLIP W/4.88 AXLE RATIO
$360.00
96V
XL VALUE PACKAGE, -inc: XL Decor Group, Chrome Front Bumper, Steering Wheel -Mounted Cruise
$395.00
Control
90L POWER EQUIPMENT GROUP, -inc: Deletes passenger side lock cylinder, upgraded door -trim panel, $915.00
Accessory Delay, Advanced Security Pack, SecuriLock Passive Anti -Theft System (PATS) and
inclination/intrusion sensors, MyKey, owner controls feature, Power Locks, Remote Keyless Entry,
Folding Trailer Tow Mirrors w/Power Heated Glass, manual telescoping, heated convex spotter mirror
and integrated clearance lamps/turn signals, Power Front Side Windows, 1-touch up/down
driver/passenger window
17F XL DECOR GROUP, -inc: Chrome Front Bumper INC
67B 397 AMP ALTERNATORS $115.00
86M
DUAL 78 AH BATTERY
$0.00
52B
TRAILER BRAKE CONTROLLER, -inc: smart trailer tow connector, Verified to be compatible
$270.00
w/electronic actuated drum brakes only
68M
GVWR: 19,500 LB PAYLOAD PLUS UPGRADE PACKAGE, -inc: upgraded frame, rear -axle and low
$1,155.00
deflection/high capacity springs, Increases max RGAWR to 14, 706, Note: See Order Guide
Supplemental Reference for further details on GVWR
67X
EXTRA HEAVY -SERVICE SUSPENSION PACKAGE, -inc: pre -selected extra heavy -service front
$125.00
springs (see Order Guide Supplemental Reference for springs/FGAWR of specific vehicle
configurations), Recommended only on vehicles which will permanently utilize aftermarket equipment
such as heavy-duty winches, brush guards or other apparatus which loads the front axle to the
specified Gross Axle Weight Rating (GAWR), NOTE 1: May result in a deterioration of ride quality,
NOTE 2: Vehicle ride height will increase w/the addition of this package
76C
EXTERIOR BACKUP ALARM (PRE -INSTALLED), -inc: Custom accessory
$140.00
512
SPARE TIRE, WHEEL & JACK, -inc: Excludes carrier, 6-Ton Hydraulic Jack
$350.00
18B
PLATFORM RUNNING BOARDS
$320.00
942
DAYTIME RUNNING LAMPS (DRL), -inc: The non -controllable 942 Daytime Running Lamps (DRL)
$45.00
replace the standard Daytime Running Lamps (DRL) on/off cluster controllable
61J
6-TON HYDRAULIC JACK
INC
https://www.nationalautofleetgroup.com/OrderRequest/SSDPrint/l3575?ws=true&se=true&ssdType=QuickQuote
7/11
5/8/2020 Sell, service, and deliver letter
525 STEERING WHEEL -MOUNTED CRUISE CONTROL
872 REAR VIEW CAMERA & PREP KIT, -inc: Pre -installed content includes cab wiring and frame wiring
to the rear most cross member, Upfitters kit includes camera w/mounting bracket, 20' jumper wire and
camera mounting/aiming instructions
43C 110V/400W OUTLET, -inc: 1 in -dash mounted outlet
660A ORDER CODE 660A
Please note selected options override standard equipment
SUBTOTAL
Advert/ Adjustments
Manufacturer Destination Charge
TOTAL PRICE
Est City: N/A MPG
Est Highway: N/A MPG
Est Highway Cruising Range: N/A mi
INC
$415.00
$175.00
$0.00
$46,000.00
$0.00
$1, 695.00
$47,695.00
Any performance -related calculations are offered solely as guidelines. Actual unit performance will depend on your operating
conditions.
https://www.nationalautofleetgroup.com/OrderRequestISSDPrintll3575?ws=true&se=true&ssdType=QuickQuote 8/11
5/8/2020
Standard Equipment
Sell. service. and deliver letter
MECHANICAL
Engine: 7.3L 2V DEVCT NA PFI V8 Gas
Transmission: TorgShift 10-Speed Automatic -inc: selectable drive modes: normal, tow/haul, eco, deep
sand/snow and slippery
4.88 Axle Ratio
GVWR: 18,000 Ibs Payload Package
50-State Emissions System
Transmission w/Oil Cooler
Rear -Wheel Drive
78-Amp/Hr 75OCCA Maintenance -Free Battery w/Run Down Protection
HD 240 Amp Alternator
Towing Equipment -inc: Trailer Sway Control
Trailer Wiring Harness
11050# Maximum Payload
HD Shock Absorbers
Front And Rear Anti -Roll Bars
Firm Suspension
Hydraulic Power -Assist Steering
40 Gal. Fuel Tank
Single Stainless Steel Exhaust
Dual Rear Wheels
Front Suspension w/Coil Springs
Leaf Rear Suspension w/Leaf Springs
4-Wheel Disc Brakes w/4-Wheel ABS, Front And Rear Vented Discs and Brake Assist
Upfitter Switches
EXTERIOR
Wheels: 19.5" x 6" Argent Painted Steel -inc: Hub covers/center ornaments not included
Tires: 225/70Rx19.5G BSW A/P
Clearcoat Paint
Black Front Bumper w/Black Rub Strip/Fascia Accent and 2 Tow Hooks
Black Fender Flares
Black Side Windows Trim and Black Front Windshield Trim
Black Door Handles
Black Manual Side Mirrors w/Manual Folding
Manual Extendable Trailer Style Mirrors
Fixed Rear Window
Light Tinted Glass
https://www.nationalautofleetgroup.com/OrderRequest/SSDPrint/l3575?ws=true&se=true&ssdType=QuickQuote 9/11
5/8/2020
Sell, service, and deliver letter
Variable Intermittent Wipers
Aluminum Panels
Front Splash Guards
Black Grille
Front License Plate Bracket
Autolamp Fully Automatic Aero-Composite Halogen Daytime Running Lights Preference Setting
Headlamps w/Delay-Off
Cab Clearance Lights
ENTERTAINMENT
Radio: AM/FM Stereo w/MP3 Player -inc: 4 speakers
Radio w/Seek-Scan
Fixed Antenna
SYNC Communications & Entertainment System -inc: enhanced voice recognition, 911 Assist, 4.2" LCD
center stack screen, AppLink, 1 smart -charging USB-C port and steering wheel audio controls
INTERIOR
4-Way Driver Seat -inc: Manual Recline and Fore/Aft Movement
4-Way Passenger Seat -inc: Manual Recline and Fore/Aft Movement
Manual Tilt/Telescoping Steering Column
Gauges -inc: Speedometer, Odometer, Oil Pressure, Engine Coolant Temp, Tachometer, Transmission
Fluid Temp, Engine Hour Meter, Trip Odometer and Trip Computer
Ford Pass Connect 4G Mobile Hotspot Internet Access
Manual Air Conditioning
Illuminated Locking Glove Box
Interior Trim -inc: Chrome Interior Accents
Full Cloth Headliner
Urethane Gear Shifter Material
HD Vinyl 40/20/40 Split Bench Seat -inc: center armrest, cupholder, storage and driver's side manual
lumbar
Day -Night Rearview Mirror
Passenger Visor Vanity Mirror
2 12V DC Power Outlets
Front Map Lights
Fade -To -Off Interior Lighting
Full Vinyl/Rubber Floor Covering
Underhood Lights
Smart Device Remote Engine Start
Instrument Panel Covered Bin and Dashboard Storage
Manual 1 st Row Windows
Systems Monitor
https://www.nationalautofleetgroup.com/OrderRequest/SSDPrint/l3575?ws=true&se=true&ssdType=QuickQuote 10/11
5/8/2020
Sell, service, and deliver letter
Trip Computer
Outside Temp Gauge
Analog Display
Manual Adjustable Front Head Restraints
Air Filtration
SAFETY
Driveline Traction Control
Side Impact Beams
Dual Stage Driver And Passenger Seat -Mounted Side Airbags
Dual Stage Driver And Passenger Front Airbags w/Passenger Off Switch
Safety Canopy System Curtain 1 st Row Airbags
Outboard Front Lap And Shoulder Safety Belts -inc: Height Adjusters
https://www.nationalautofleetgroup.com/OrderRequest/SSDPrint/l 3575?ws=true&se=true&ssdType=QuickQuote 11 /11
City Council Agenda Item Report
Agenda Item No. COV-246-2020
Submitted by: Michael Earl
Submitting Department: Human Resources
Meeting Date: July 7, 2020
SUBJECT
Annual Recommended Employee Reclassifications
Recommendation:
Approve the recommended reclassification of incumbents in certain classifications effective July 19,
2020.
Background:
As part of the annual classification review process, Human Resources received requests for
reclassification from four employees in three separate classifications. Following thorough review, a total
of three requests have been recommended for approval. Consistent with the City's Reclassification
Policy, reclassification is defined as the reallocation of a position in one classification to a different
classification as a result of a significant change in the duties, responsibilities, and/or qualification
requirements of the position. A reclassification is typically recommended when the incumbent employee
has been performing significantly different work or work at a different level of responsibility or complexity
than is reflected in their current job description in excess of one year.
Staff is recommending the following: Reclassification of one Administrative Assistant, Senior (Salary
Grade G17) to Account Clerk, Senior (Salary Grade G18) and two Water Maintenance Workers (Salary
Grade G18) to Water Maintenance Worker, Senior (Salary Grade G22). The recommended
reclassifications have been reviewed and approved by the City Administrator and are submitted to City
Council for approval. Upon approval, these changes would be effective July 19, 2020. These
recommendations were included as part of the May 5, 2020 preliminary budget presentation. However,
the changes were not incorporated as part of the final budget approval on June 2, 2020.
Fiscal Impact:
The additional estimated annual cost of the recommended reclassifications is $13,316 including salary
and salary related benefits. Due to existing vacancies, adequate funds are included in the 2020/2021
fiscal year budget to cover the additional costs associated with the recommendations included above
and no additional appropriation is required at this time.
Attachments:
City Council Agenda Item Report
Agenda Item No. COV-254-2020
Submitted by: Abraham Alemu
Submitting Department: Public Utilities
Meeting Date: July 7, 2020
SUBJECT
Services Agreements for Natural Gas Support Services (Continued from June 16, 2020)
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: a) NewGen Strategies & Solutions, LLC (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 b) G2 Integrated Solutions, LLC (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 June 16, 2020, the City Council considered agreements for natural gas support services (Attachment
1) and deferred action to allow staff to provide information as to why the award amount was more/less
than the bid amount; and provide information on the other bidders.
As previously noted, staff recommends the award of a contract to G2-IS for the service area of
Regulatory Compliance Support, one of three service areas included in the Request for Proposals
(RFP). Although the G2-IS proposal estimates $211,000 for the RFP scope of work to be performed
within one year, VPU staff is requesting approval of a three year service agreement for a total
not -to -exceed amount of $400,000 to complete the scope of work including compliance related tasks.
The $189,000 difference from the estimate included in the proposal submitted by G2-IS and the total
amount requested by staff is based on staffs assessment of the Gas Division's compliance support
needs and the rates provided by G2-IS in its proposal.
Compliance needs are dictated by changing regulations, and cannot be fully predicted. Thus, the RFP
was issued for as -needed compliance consulting services to be billed based on the rates provided by
respondents. Ultimately, VPU will only pay for services rendered. All respondents provided general
estimates based on utility make-up, miles of pipeline, type of pipeline, operating pressures, and publicly
available compliance history. As is a common practice with other utilities, VPU did not provide specific
compliance program information in the RFP as such documents contain confidential infrastructure
information. Moreover, due to the voluminous nature of compliance programs, it is uneconomic for
respondents to make such significant investments of time to review compliance programs and provide
exact quotes for work, when they may not be awarded a contract or opportunity to recoup their costs.
Similar to a car repair, a mechanic will provide an initial estimate with the expectation that things will
likely change once they are under the hood. Respondents make a best estimate, but it is not possible to
quote exact costs until they fully examine our programs and records.
Staff believes this estimate of an additional $189,000 to be a conservative representation of the Gas
Division's compliance support needs as the frequency of audits is expected to increase significantly due
to changes in regulatory authorities in recent years. While the Pipeline Hazardous Materials Safety
Administration (PHMSA) audits were previously conducted every two to three years, VPU has been
notified by the California Public Utilities Commission (CPUC) to expect to be audited three to four times
per year. This represents a dramatic increase in frequency as the CPUC audits will be performed by a
team of technical experts, as opposed to PHMSA audits that were performed by a single inspector.
Vernon may be a small city and the gas utility may only have 118 customers, but based on the volume of
gas VPU delivers, the City is 15th in the country (Energy Information Administration 2017 EIA-Form 176);
that makes VPU 2nd in the state, following Long Beach who has almost 250,000 customers. VPU is the
only California municipal gas utility with high-pressure gas transmission pipeline. VPU is not a small,
low -risk gas utility. But, with only four full-time employees the Gas Division relies heavily on outside
support and technical expertise. This changing regulatory environment requires greater investments to
maintain compliance with pipeline safety regulations and avoid costly penalties for non-compliance. The
federal government has the authority to levy fines up to $1 million a day, retroactive to the date of
non-compliance.
In order to ensure the Gas Division is in full compliance with pertinent regulations, G2-IS services are
needed to assist with related compliance tasks such as: completion of mitigations remaining from the
2019 Compliance Gap Analysis, addressing informal feedback provided by CPUC auditors, performing
technical analysis, conducting studies and pipeline risk assessments that may be required for
compliance with new and developing regulations, ongoing compliance management software support
and performing general program maintenance consisting of required annual reviews during the next three
years.
Staff also recommends award of a contract to NewGen for Natural Gas Financial and Business Support
Services, in an amount not -to -exceed $210,000 over a three-year term. The proposed agreement with
NewGen is less than the $255,175 estimate included in the proposal as NewGen will only be contracted
for two of the three service areas included in the RFP and in the estimate. Like the proposed agreement
with G2-IS, NewGen will provide services in each of the two aforementioned service areas on an
as -needed basis and bill for such services in accordance with the rates included in the response to the
RFP.
At the meeting of June 16, 2020, the City Council expressed concern that the out of state locations for
both contractors would result in additional costs to the City and asked whether there were companies in
California that could provide the required services. While two California based companies submitted
proposals (TW King, and IGS), these firms were not deemed qualified. Selection was based on
demonstrated competence in each subject area, and a cost-effective approach to design, conduct, and
assist with the specific items defined in the RFP. Although location in California is not a specific
consideration, VPU made best efforts to solicit as many proposals as possible by posting the RFP on
PlanetBids, advertising through the American Public Gas Association, and sending the RFP directly to
locally recommended firms. Unfortunately, there are not very many natural gas consulting firms in
California because the demand is not as great in California as it is in the rest of the country. California's
natural gas pipeline industry is limited to SoCalGas, Pacific Gas and Electric and the small municipal
gas utilities in the cities of Palo Alto, Long Beach, and Vernon. California does not have the density of
gas pipelines as the rest of the US, thus the majority of gas firms are located where the work is. G2-IS
(the winning respondent for Compliance Services) is headquartered out of state, however the company
has an office in Walnut, California.
Fiscal Impact:
The agreement with NewGen as the provider for Natural Gas Financial and Business Support Services is
a cost not to exceed $210,000 and the agreement with G2-IS for Natural Gas Compliance Support
Services will not exceed $400,000 for the three year period. The first year portion of the total $610,000
has been included in the Fiscal Year 2020-21 Budget in the Account Nos. 056.5600.595200,
056.5600.596200, and 055.9000.595200. These agreements are three-year agreements and will be
budgeted accordingly in subsequent years.
Attachments:
1. 20200616 Item No. 9
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.
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 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.
3
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
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
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
7
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.
10
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.
12
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.
14
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].
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 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
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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
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
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
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.
8 Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
NATURAL GAS SUPPORT SERVICES
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
NATURAL GAS SUPPORT SERVICES
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
12 Thoughtful Decision Making for Uncertain Times
CITY OF VERNON
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
20
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
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.
2
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.
3
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.
C3
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.
E
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.
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
Public Utilities Department
Attention: Abraham Alemu, General Manager
4305 Santa Fe Avenue
Vernon, CA 90058
12
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
13
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
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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.
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Table of Contents
Support Services: Natural Gas Financial,
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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
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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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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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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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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:
Version 2.1 OPP01875
Support Services: Natural Gas Financial,
INTEGRATED Operational, and Compliance Services
GOS 0 LUT I ON S March 2, 2020
Page 10 of 10
Appendices
Version 2.1 OPPO1 S75
;?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 %
Version 2.1 OPPO1 S75
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
Version 2.1 OPP01875
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.
Version 2.1 OPP01875
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.
Version 2.1 OPP01875
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.
Version 2.1 OPP01875
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.
Version 2.1 OPP01875
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
Sr. Specialist f project Muzagff
Principal Specialist f Sr. Project Manager
Directar
Techuicat Authority
Softwaiv & Terhnolagp DevelWw
+ AssctlruesrrtJ'
+ E'+{�iraeeri+iS
• Fefd Servfcrs
+ Geaslwlraf
AdMtRL1 11W Rv (Admiji Fry)
Appdcd IV WOO for 0tOru anti++uurru+l 645ispmjerls.
Advanrvd Solt "re BY (A SF}
Currwdperkwforsp lizedsvR,tnrera-lfarserer.
SsbWNftdriad &PmCPS and fYojAT F-VOL'es
20
l.ahnr t4lllnov Rare
Per !Hour (STUD)
$75
$g0
$125
$170
$225
S325
$375
$215
• P+vject Servlc�s & Snort
+ Rep�daimy t;artr{�liarue Support
+ SaftNauedeTerirnola�y
• L'ansrrll€r[garutTeclutactialSctviees
5$S
;10.00ILaborHour
cosr + 15%
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-255-2020
Submitted by: Veronica Petrosyan
Submitting Department: Health and Environmental Control Department
Meeting Date: July 7, 2020
SUBJECT
Memorandum of Understanding with the University of Southern California (USC) for COVID-19 Contact
Tracing Services
Recommendation:
Approve the Memorandum of Understanding between the City of Vernon and USC in substantially the
same form as submitted, for COVID-19 contact tracing services.
Background:
On March 14, 2020, the City of Vernon declared a local and public health emergency in response to the
increased spread of the Coronavirus-2019 (COVID-19) across the country. To support its ongoing efforts
in combating COVID-19, the City is in need of volunteers to perform contact tracing to identify and
follow-up with persons who may have come into contact with an infected person.
Contact tracing is used by health departments to prevent the spread of infectious disease. In general,
contact tracing involves identifying people who have an infectious disease (cases) and people who they
came in contact with (contacts) and working with them to interrupt disease spread. This includes
instructing people with COVID-19 to isolate and their close contacts to quarantine at home.
Therefore, staff recommends that the City Council approve the Memorandum of Understanding with USC
for contact tracing services to address COVID-19 positive cases.
The proposed Memorandum of Understanding has been reviewed and approved as to form by the Office
of the City Attorney.
Fiscal Impact:
The contact tracers provided by USC are volunteers and will not pose a fiscal impact to the City. The
Department of Health and Environmental Control may submit future requests for approval for additional
resources that may have a fiscal impact to the City.
Attachments:
1. MOU with USC for contact tracing
CITY OF VERNON
MEMORANDUM OF UNDERSTANDING
BETWEEN
CITY OF VERNON
AND
UNIVERSITY OF SOUTHERN CALIFORNIA
PREFACE
This Memorandum of Understanding (MOU) is entered into as of June 19, 2020, by and
between the City of Vernon and the University of Southern California (hereafter referred
to as "Provider").
BACKGROUND
On March 14, 2020, the City of Vernon declared a local and public health emergency in
response to the increased spread of the coronavirus-2019 (COVID-19) across the country.
To support its ongoing efforts in combating COVID-19, the City requires volunteers to
perform contact tracing to identify and follow-up with persons who may have come into
contact with an infected person.
TERM OF MOU
This MOU will be effective upon the date written above and shall continue
through June 30, 2021, unless sooner terminated according to Section III,
"Termination".
DISPUTE
Any disputes between City of Vernon and Provider regarding the performance of
services reflected in this MOU will be brought to the attention of the City
Administrator of the City of Vernon. Any such dispute(s) shall be resolved by the
City Administrator of the City of Vernon, or designee, and the decision will be
final.
III. TERMINATION
Either party may terminate this MOU at any time, with or without cause, upon
giving at least thirty (30) calendar days' advance written notice to the other party.
Any written notice of termination shall state the future date that termination shall
become effective.
IV. INDEMNIFICATION
Provider agrees to indemnify, defend save and hold harmless the City of Vernon,
its officials, agents, and employees from any and all claims, lawsuits, or liability
arising out of, in connection with, or incident to any loss, damage or injury to
persons or property, including death, or from any wrongful or negligent act, error,
or omission of Provider, its agents, volunteers, employees, subcontractors or
MOU with University of Southern California Page 1 of 5
invitees while engaging in the activities pursuant to this MOU, except for the
wrongful or negligent acts of the City of Vernon.
V. DESCRIPTION OF SERVICES
A. PROVIDER RESPONSIBILITIES
Provider shall perform all of the following duties as part of its obligation under
this MOU with City of Vernon:
• Designate a responsible party on behalf of the agency for all
communications related to this MOU. This will be Dr. Wendy Cozen,
Professor of Preventive Medicine, Keck School of Medicine at USC.
• Screen volunteers to be referred to the City of Vernon to conduct contact
tracing activities. A list of the requirements and duties for the volunteers
are outlined in the attached Duty Statements attached hereto and
incorporated herein by reference (Attachment A).
• Provide training on contact tracing for volunteers.
• Refer screened qualified volunteers to City of Vernon to conduct Contact
Tracing
a. Volunteers should be willing to commit to a minimum of 3 hours
per week for no less than 3 months. This will include weekend
shifts.
B. CITY OF VERNON RESPONSIBILITIES
City of Vernon shall perform all of the following duties as part of its obligation
under this MOU with Provider:
Designate a City of Vernon responsible party for all communications
related to this MOU and, to coordinate all activities for volunteers,
including onboarding, training, and any other needs in order to allow
volunteers to conduct contact tracing activities.
Ensure each volunteer completes the City -required Volunteer packet prior
to beginning services under this MOU.
• Provide training to volunteers on the following subjects to include, but may
not be limited to:
a. Health Insurance Portability and Accountability Act (HIPAA). All
volunteers providing services under this MOU will be HIPAA trained
and certified prior to beginning services.
MOU with University of Southern California Page 2 of 5
VI
VII
1TJII
If applicable, provide any required Personal Protective Equipment that
may be necessary in the performance of contact tracing.
AMENDMENTS
It is mutually agreed that this MOU may be modified or amended by mutual
consent, and such modification shall be in writing and effective upon the
execution of a written amendment of this MOU by both parties hereto.
COST
No reimbursement or compensation will be made by either party to the other for
responsibilities described herein.
DESIGNATION OF RESPONSIBLE PARTIES
The following persons, identified by position and title, have been designated as
the responsible parties for all communications, including required notices, related
of this MOU:
City of Vernon Contacts:
Name: Freddie Agyin, MA, REHS
Title: Director of Health and Environmental Control
Address: 4305 South Santa Fe Avenue, Vernon, CA 90058
Phone: (323) 826-1448
E-mail: fagyin(a_ci.vernon.ca.us
University of Southern California Contact:
Name: Wendy Cozen, D.O., M.P.H., Student Supervisor
Title: Professor, Department of Preventive Medicine
Address: 1441 Eastlake Ave. MC 9175 Los Angeles, CA 90089-9175
Phone: 323 865-0447
E-mail: wcozen med.usc.edu
MOU with University of Southern California Page 3 of 5
IN WITNESS HEREOF, THE PARTIES HERETO HAVE CAUSED THIS MOU TO BE
DULY EXECUTED ON THE DAY MONTH, AND YEAR INDICATED ON PAGE 1.
SIGNATURES:
CITY OF VERNON
Carlos R. Fandino Jr.
City Administrator
ATTEST:
Lisa Pope, City Clerk
UNIVERSITY OF SOUTHERN CALIFORNIA
Provider Signature & Title
APPROVED AS TO FORM:
Arnold M. Alvarez-Glasman
Interim City Attorney
Date
Date
MOU with University of Southern California Page 4 of 5
Attachment A
Duty Statement for Students and Volunteers:
Position Description Summary - Under the supervision of the USC —City of Vernon
Program Coordinator, and working in conjunction with the Health and Environmental
Control Department of the City of Vernon, the student or volunteer will provide a
variety of special key functions in order to fulfill epidemiologic and contact tracing
investigations relating to contacts of COVID -19 cases as well as other epidemiologic
and wellness programs as needed.
Duties and Responsibility of the Position include but are not limited to:
- Contact tracing of COVID -19 positive individuals
- Entering contact information into a data base if needed
- Review and analysis of documents relating to epidemiologic investigations as
needed
- Review and possible development of health education materials to ensure the
wellness and health of the workers in Vernon and City residents
- Filing, labeling, and other manual processes of sorting documents as needed
Desirable: knowledge of Microsoft Outlook and Microsoft applications (Word,
Excel/Access/Powerpoint)
Students will check -in at least weekly with USC Supervisor Dr. Wendy Cozen (USC
Contact).
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