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HomeMy WebLinkAbout2023-06-08 Council Agenda PacketThursday, June 8, 2023 9:00 AM City of Fresno 2600 Fresno Street Fresno, CA 93721 www.fresno.gov Council Chambers (In Person and/or Electronic) City Council President - Tyler Maxwell Vice President - Annalisa Perea Councilmembers: Mike Karbassi, Miguel Angel Arias, Luis Chavez, Garry Bredefeld, Nelson Esparza City Manager - Georgeanne A. White City Attorney - Andrew Janz City Clerk - Todd Stermer, CMC Meeting Agenda - Final Regular Meeting 06/08/2023 LC/MA 6-1 GB VOTED NO AS AMENDED June 8, 2023City Council Meeting Agenda - Final THE FRESNO CITY COUNCIL WELCOMES YOU TO CITY COUNCIL CHAMBER, LOCATED IN CITY HALL, 2ND FLOOR, 2600 FRESNO STREET, FRESNO, CALIFORNIA 93721. PUBLIC PARTICIPATION – Public participation during Fresno City Council meetings is always encouraged and can occur in one of the two following ways: 1) Participate In Person: Council Chambers, City Hall, 2nd Floor, 2600 Fresno Street, Fresno, CA 93721 a) To speak during a City Council meeting in person: fill out a speaker card (available in the Council Chamber) and place it in the speaker card collection basket at the front of the Council Chamber. You may also approach the speaker podium upon the Council President’s call for public comment. 2) Participate Remotely via Zoom: https://fresno-gov.zoom.us/webinar/register/WN_A--POOykTQeEArc9GnieJg a) The above link will allow you to register in advance for remote participation in the meeting via the Zoom platform. After registering, you will receive a confirmation email containing additional details about joining the meeting. b) To speak during a City Council meeting while attending remotely: while in the Zoom application, click on the icon labeled “Participants” at the bottom of the screen. Then select “RaiseHand” at the bottom of the Participants window. Your digital hand will now be raised. You will be asked to “unmute” when your name is called to speak. You will not be visible via video and there will be no opportunity to share your screen. All public speakers will have up to 3 minutes to address Council pursuant to Rule No. 10 of the Rules of Procedure for the City Council of the City of Fresno (available in the City Clerk’s Office). SUBMIT DOCUMENTS / WRITTEN COMMENTS - Pursuant to Rule 11 (c) of the Rules of Procedure, no documents shall be accepted for Council review unless submitted to the City Clerk at least 24 hours prior to the Council Agenda item be heard. Documents / written comments related to an agenda item can be submitted by one of the following methods: 1) eComment – eComment allows the public to submit agenda related comments through a website prior to the meeting. Submitted comments are limited to 1440 characters and will be a part of the official record. Page 2 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final a) Submit an e-Comment by visiting https://fresno.legistar.com/Calendar.aspx and selecting the “eComment” link. b) e-Comment is available for use upon publication of the agenda and closes 24 hours prior to the meeting start time [pursuant to Rule 11(c)]. c) e-Comment is not permitted for Land use or CEQA items d) The e-Comment Electronic User Agreement can be viewed at: https://www.fresno.gov/cityclerk/ 2) E-mail – Agenda related documents and comments can be e-mailed to the Office of the City Clerk at least 24 hours prior to the agenda item being heard, pursuant to Rule 11(c). a) E-mail the Clerk’s Office at clerk@fresno.gov b) E-mails should include the agenda date, and the related agenda item number. VIEWING CITY COUNCIL MEETINGS (non-participatory) - For your convenience, there are several ways to view Fresno City Council meetings live: 1) City of Fresno website: https://fresno.legistar.com/Calendar.aspx (click “In Progress” to view the live meeting). 2) Community Media Access Collaborative website: https://cmac.tv/ 3) YouTube - City of Fresno Council, Boards and Commissions Channel: https://www.youtube.com/channel/UC3ld83D8QGn1YBDw6aD5dZA/videos 4) Facebook: https://www.facebook.com/FresnoCA/videos 5) Cable Television: Comcast Channel 96 and AT&T Channel 99 Should any of the five viewing methods listed above experience technical difficulties, the Council meeting will continue uninterrupted. Council meetings will only be paused to address verifiable technical difficulties for all users participating via Zoom or in the Council Chamber. The City of Fresno’s goal is to comply with the Americans with Disabilities Act (ADA). Anyone requiring reasonable ADA accommodations, including sign language interpreters, or other reasonable accommodations such as language translation, should contact the office of the City Clerk at (559) 621-7650 or clerk@fresno.gov. To help ensure availability of these services, you are advised to make your request a minimum of three business days prior to the scheduled meeting. Page 3 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final 9:00 A.M. ROLL CALL Invocation by Pastor Jim Franklin of Cornerstone Church Pledge of Allegiance to the Flag APPROVE AGENDA CEREMONIAL PRESENTATIONS Proclamation for “Pride Month”ID 23-740 Sponsors:Vice President Perea Proclamation for “Hugo Morales Day”ID 23-935 Sponsors:Councilmember Arias COUNCILMEMBER REPORTS AND COMMENTS MAYOR/MANAGER REPORTS AND COMMENTS CITY CLERK AND CITY ATTORNEY REPORTS AND COMMENTS UNSCHEDULED COMMUNICATION PLEASE NOTE: UNSCHEDULED COMMUNICATION IS NOT SCHEDULED FOR A SPECIFIC TIME AND MAY BE HEARD ANY TIME DURING THE MEETING 1. CONSENT CALENDAR Approve the minutes of May 25, 2023, Regular Meeting and the May 25, 2023, Special Meeting. ID 23-9171.-A. Award a consultant services agreement to Chabin Concepts, Inc. to provide a U.S. Economic Development Administration compliant Comprehensive Economic Development Strategy for an amount not to exceed $100,000, (Bid File 12301676) ID 23-8421.-B. Sponsors:Economic Development Department Page 4 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final Approve a Consultant Services Contract with Gaetke Medical Corporation and 1582, LLC for Annual Fitness/Wellness Evaluations (Annual Physicals) for the Fresno Fire Department sworn personnel in the amount not to exceed $261,000 ID 23-8601.-C. Sponsors:Fire Department Approve the award of a purchase contract to Bauer Compressors, Inc., California, for the purchase of MSA-G1 Self Contained Breathing Apparatus (SCBA) in the amount of $4,410,060.71 for the Fire Department (Bid File 12302062). ID 23-8171.-D. Sponsors:Fire Department Actions pertaining to the replacement of customer relationship management software (Bid File 12300269) (Citywide): 1. Award a contract to Incapsulate, LLC for the Customer Relationship Management Replacement solution and implementation services in the amount of $395,723.80 for one year with the option of four, five-year extensions. 2. Approve the purchase of Salesforce cloud subscription licenses from Carahsoft Technology Corporation, at government approved pricing, in the amount of $610,343.91. ID 23-9161.-E. Sponsors:Information Services Department Actions pertaining to Golden Bell Products, Inc., (“Golden Bell”) as the Service Provider to purchase Insecta Access Structure Coating (Citywide): 1. RESOLUTION - Adopt a resolution authorizing an exception to the formal bidding procedures and award a Sole Source Purchasing Agreement with Golden Bell 2. Approve a multi-year sole source purchasing agreement with Golden Bell for the annual purchase and Citywide application of Insecta cockroach pesticide in identified City sanitary sewer access structures, in a total amount not to exceed $99,000 per year 3. Authorize the Director of Public Utilities, or designee, to execute a multi-year sole source purchasing agreement with Golden Bell for the annual purchase and Citywide application of Insecta cockroach pesticide in identified City sanitary ID 23-4511.-F. Page 5 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final sewer access structures, in a total amount not to exceed $99,000 per year for the next four years, with provisions for three one-year extensions. Sponsors:Department of Public Utilities Actions pertaining to a water connection to serve Three Palms Mobile Home Park (Council District 3) 1. Adopt a finding of Categorical Exemption pursuant to Section 15301/Class 1 of the California Environmental Quality Act (CEQA) Guidelines; 2. ***RESOLUTION - Authorizing the Director of the Department of Public Utilities or designee to accept funds and execute the financial assistance agreement and any amendments thereto with the California State Water Resources Control Board on behalf of the City of Fresno for a water connection to serve Three Palms Mobile Home Park. (Subject to Mayor’s Veto) ID 23-8511.-G. Sponsors:Department of Public Utilities Actions pertaining to Access Structures Rehabilitation in Fruit Avenue from North Avenue to Jensen Avenue (Bid File 12301561) (Unincorporated Fresno): 1. Adopt a finding of Categorical Exemption pursuant to Section 15301(d)/Class 1 of the California Environmental Quality Act Guidelines. 2. Award a construction contract to Floyd Johnston Construction, Inc., of Clovis, California, in the amount of $553,700. ID 23-8821.-H. Sponsors:Department of Public Utilities Approve the second amendment to the consultant services agreement with Carollo Engineers, Inc., for the preparation of a Nitrate Initial Assessment to extend the term of the agreement (Council Districts 3 and 6). ID 23-8831.-I. Sponsors:Department of Public Utilities Award a Requirements Contract in the amount of $0 to Backflow Solutions Incorporated, of Chicago Illinois for backflow data management services and authorize the Director of Public Utilities or his designee, to execute a contract for a term of three years with the possibility of two one-year extensions - (Bid File 9664) (Citywide) ID 23-8901.-J. Page 6 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final Sponsors:Department of Public Utilities ***BILL B-15 - (Intro’d 5/25/2023)(For Adoption) - Repealing Section 6-516 of the Fresno Municipal Code and amending Section 6-501(ee) relating to transmission grid mains and associated reimbursements (Subject to Mayor’s Veto) ID 23-9181.-K. Sponsors:Department of Public Utilities Actions pertaining to the North Fresno Wastewater Reclamation Facility (Council District 6): 1. Adopt a finding of Statutory Exemption pursuant to CEQA Guidelines Section 15262 and a “common sense” exemption under CEQA Guidelines Section 15061(b)(3). 2. Award a consultant services agreement to Carollo Engineers, Inc., a Delaware corporation, in the amount not to exceed $148,638, inclusive of a $15,000 contingency, to conduct a feasibility study for the expansion of the North Fresno Wastewater Reclamation Facility (Council District 6). ID 23-8911.-L. Sponsors:Department of Public Utilities Actions pertaining to on-call professional engineering services for the Public Works Traffic Operations and Planning Division for bicycle facilities planning (Citywide) 1. Approve an On-Call Consultant Services Agreement with TJKM Transportation Consultants, in the amount of $100,000 2. Approve an On-Call Consultant Services Agreement with Peters Engineering Group, in the amount of $100,000 ID 23-8761.-M. Sponsors:Public Works Department Approve an agreement for professional engineering services with Quad Knopf Inc., of Fresno, California for $108,750, with a $10,000 contingency, for design and construction support services for the Vinland Park Pickleball Court Project (Council District 4) ID 23-9021.-N. Sponsors:Public Works Department, Parks, After School and Recreation and Community Services Department Page 7 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final Approve an agreement for professional engineering services with Quad Knopf Inc., of Fresno, California for $105,550, with a $10,000 contingency, for design and construction support services for the Rotary East Park Pickleball Court Project (Council District 6) ID 23-9031.-O. Sponsors:Public Works Department, Parks, After School and Recreation and Community Services Department RESOLUTION - Of Intention to Annex Final Tract Map Number 6283 as Annexation Number 145 to the City of Fresno Community Facilities District Number 11 and to Authorize the Levy of Special Taxes; and setting the Public Hearing for Thursday, July 20, 2023, at 10:00 am (located on the southeast corner of North Fowler Avenue and East Dakota Avenue) (Council District 4) ID 23-9041.-P. Sponsors:Public Works Department Authorize a three (3) year, with two (2) one (1) year options agreement between the City of Fresno and the Fresno Economic Opportunities Commission to fulfill the Consolidated Transportation Service Agency requirement for social service transportation in Urban Fresno County for a projected FY2024 Operations Program & Budget amount of $1,485,704. ID 23-8971.-Q. Sponsors:Department of Transportation RESOLUTION - Authorizing submission of funding requests to the Low Carbon Transit Operations Program for bus service operating support and hydrogen fuel cell bus purchase, execution of grant award documents if awarded, and execution of related certifications and assurances and authorized agent forms. ID 23-8441.-R. Sponsors:Department of Transportation Reject all proposals for Product Requirements Contract 12301979 for the procurement of fare media to be used by the Department of Transportation/Fresno Area Express (FAX). ID 23-8381.-S. Sponsors:Department of Transportation Reject all bids of a two-year service contract, with options for ID 23-8751.-T. Page 8 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final three one-year extensions for the purchase of mystery rider program (RFP File 12300134) Sponsors:Department of Transportation ***Bill B-16 - (Intro’d 5/25/2023)(For Adoption) Adding Article 21 and Article 22 to Chapter 10 of the Fresno Municipal Code, Prohibiting Impeding on Sidewalks Within 500 Feet from Sensitive Areas Including Schools, Childcare Facilities, Public Parks, Public Libraries, Warming and Cooling Centers, and City-Permitted Shelters for the Unhoused (Subject to Mayor’s Veto) ID 23-9191.-U. Sponsors:Councilmember Bredefeld and Councilmember Arias Approve the appointment of Elizabeth McBee to the District 2 Project Review Committee to serve a term which is at the pleasure of the Councilmember ID 23-9201.-V. Sponsors:Councilmember Karbassi ***RESOLUTION - Granting Authority to the City Manager or Designee to Terminate the Agreement with BW Industries, Inc., Funded by the American Rescue Plan Act (ARPA) to Aid in the Covid-19 Recovery Effort (Subject to Mayor’s Veto) ID 23-9321.-W. Sponsors:Councilmember Karbassi, Councilmember Esparza and Office of Mayor & City Manager Approve the appointment of Olivia Adams to the City of Fresno Women’s Commission for a term ending June 8, 2025. ID 23-9341.-X. Sponsors:Councilmember Esparza CONTESTED CONSENT CALENDAR 2. SCHEDULED COUNCIL HEARINGS AND MATTERS 9:00 A.M. RESUMED BUDGET HEARINGS Office of the City Clerk / Copy CenterID 23-798A. City Attorney’s OfficeID 23-799B. General City PurposeID 23-800C. Page 9 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final Office of Mayor & City ManagerID 23-801D. City Council OfficesID 23-803E. JOINT MEETING OF THE FRESNO REVITALIZATION CORPORATION AND CITY OF FRESNO IN ITS CAPACITY AS HOUSING SUCCESSOR TO THE REDEVELOPMENT AGENCY Receive Annual Report and Approve FY 23/24 Program Income Budget for the City of Fresno in its capacity as Housing Successor to the Redevelopment Agency of the City of Fresno ID 23-895F. 10:00 A.M. #1 Appearance by Mary Padilla to discuss who we are representing. (District 2 Resident) ID 23-854 Sponsors:Office of Mayor & City Manager 10:00 A.M. #2 (CONTINUED TO JUNE 15, 2023, AT 10:05 A.M.) Adoption of the Central Southeast Specific Plan (CSESP)ID 23-914 Sponsors:Planning and Development Department 10:05 A.M. (CONTINUED TO JUNE 15, 2023, AT 10:10 A.M.) HEARING to Consider Plan Amendment and Rezone Application No. P22-00507, Development Permit Application No. P22-00505, and related Environmental Assessment No. P22-00507/P22-00505 pertaining to ±1.23 acres of property located on the west side of North Sugar Pine Avenue between West Fir Avenue and West Beechwood Avenues. (Council District 2) - Planning & Development Department. 1. ADOPT the Mitigated Negative Declaration as prepared for Environmental Assessment No. P22-00505/P22-00507, dated December 9, 2022, for the proposed project pursuant to the State of California Environmental Quality Act (CEQA); and, 2. RESOLUTION - Approving Plan Amendment Application No. P22-00507, requesting authorization to amend the Fresno General Plan to change the planned land use designation for the subject property from Residential - ID 23-913 Page 10 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final Medium Density (±1.23 acres) to Commercial - General (± 1.23 acres); and, 3. BILL - (For introduction and adoption) - Approving Rezone Application No. P22-00507, requesting authorization to amend the Official Zoning Map of the City of Fresno to rezone the subject property from the RS-5 (Residential Single Family, Medium Density) (±1.23 acres) zone district to the CG (Commercial - General) (±1.23 acres) zone district in accordance with the Plan Amendment Application; and 4. APPROVE - Development Permit Application No. P22- 00505, requesting authorization to construct an 11,664 -square-foot medical clinic and associated parking, circulation, and infrastructure improvements on the approximately 1.23-acre site, subject to compliance with Conditions of Approval dated March 1, 2023. Sponsors:Planning and Development Department 3. GENERAL ADMINISTRATION Approve a grant agreement with Bakman Water Company allocating up to $2,700,000 in American Rescue Plan Act (ARPA) funding for the construction of water infrastructure necessary to meet safety standards and fire suppression requirements for the development of affordable housing at the Fancher Creek Town Center development. ID 23-9123.-A. Sponsors:Finance Department 4. CITY COUNCIL Resolution - Naming the Fresno Police Department Regional Training Center the “Jerry P. Dyer Regional Police Training Center” ID 23-9234.-A. Sponsors:Councilmember Bredefeld, Council President Maxwell and Councilmember Karbassi Page 11 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final 5. CLOSED SESSION CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) Lester Renard Parham, Sr. v. City of Fresno, et al; Fresno Superior Court Case No.: 22CECG00243 ID 23-9065.-A. Sponsors:City Attorney's Office CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) Henry Torres v. City of Fresno; Fresno Superior Court Case No.: 22CECG00596 ID 23-9075.-B. Sponsors:City Attorney's Office CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) Case Name(s): City of Fresno v. Shell Oil Company, et al.; San Francisco Superior Court Case No. CGC-22-600974 ID 23-9085.-C. Sponsors:City Attorney's Office CONFERENCE WITH LABOR NEGOTIATORS - Government Code Section 54957.6 City Negotiators: TJ Miller Employee Organizations: 1. International Union of Operating Engineers, Stationary Engineers, Local 39 (Local 39); 2. Fresno City Employees Association (FCEA); 3. Fresno Police Officers Association (FPOA Basic), Unit 4; 4. International Association of Firefighters, Local 753, Unit 5 (Fire Basic); 5. Amalgamated Transit Union, Local 1027 (ATU); 6. International Brotherhood of Electrical Workers, Local 100 (IBEW); 7. Fresno Police Officers Association (FPOA Management); 8. International Association of Firefighters, Local 753, Unit 10 (Fire Management); 9. City of Fresno Professional Employees Association (CFPEA); 10. City of Fresno ID 23-9225.-D. Page 12 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final Management Employees Association (CFMEA); 11. Operating Engineers, Local Union No. 3, Fresno Airport Public Safety Supervisors (FAPSS); 12. Operating Engineers, Local Union No. 3, Fresno Airport Public Safety Officers (FAPSO) Sponsors:Office of Mayor & City Manager ADJOURNMENT UPCOMING SCHEDULED COUNCIL HEARINGS AND MATTERS JUNE 15, 2023 10:00 A.M. - A resolution of the Council of the City of Fresno, California, approving the issuance by the California Municipal Finance Authority of multifamily housing revenue bonds in an aggregate principal amount not to exceed $20,000,000 for the purpose of financing or refinancing the acquisition, construction, improvement and equipping of Hotel Fresno Apartments and certain other matters relating thereto JUNE 22, 2023 10:00 A.M. -HEARING to adopt resolutions and ordinance to annex territory and levy a special tax regarding City of Fresno Community Facilities District No. 11, Annexation No. 144 (Final Tract Map No. 6276) (located on the northwest corner of North Parc West Drive and North Grantland Avenue) (Council District 1) JUNE 29, 2023 10:05 A.M. - HEARING to consider the proposed Annual Assessment for the City of Fresno Landscaping and Lighting Maintenance District No. 1 (Citywide) JULY 20, 2023 10:00 A.M.-HEARING to adopt resolutions and ordinance to annex territory and levy a special tax regarding City of Fresno Community Facilities District No. 11, Annexation No. 145 (Final Tract Map No. 6283) (located on the southeast corner of North Fowler Avenue and East Dakota Avenue) (Council District 4) UPCOMING EMPLOYEE CEREMONIES EMPLOYEE OF THE QUARTER - 9:00 A.M. • July 19, 2023 (Wednesday) - Employee of the Summer Quarter • October 18, 2023 (Wednesday) - Employee of the Fall Quarter EMPLOYEE SERVICE AWARDS - 10:00 A.M. • November 15, 2023 (Wednesday) - Employee Service Awards Page 13 City of Fresno ***Subject to Mayoral Veto June 8, 2023City Council Meeting Agenda - Final 2023 CITY COUNCIL MEETING SCHEDULE June 14, 2023 - Vote on Motions June 15, 2023 - 9:00 A.M. June 22, 2023 - 9:00 A.M./Final Budget Vote June 29, 2023 - 9:00 A.M./Reserved for Final Budget Vote July 20, 2023 - 9:00 A.M. August 10, 2023 - 9:00 A.M. August 24, 2023 - 9:00 A.M. Page 14 City of Fresno ***Subject to Mayoral Veto City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-740 Agenda Date:6/8/2023 Agenda #: CEREMONIAL PRESENTATION Proclamation for “Pride Month” City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 PRESENTED CITY OF FRESNO Office of Council Vice President Annalisa Perea __________________________________________ ANNALISA PEREA, Council Vice President, District 1 __________________________________________ ____________________________________________ JERRY P. DYER, Honorable Mayor TYLER MAXWELL, Council President, District 4 ___________________________________________ ____________________________________________ MIKE KARBASSI, Councilmember, District 2 MIGUEL ARIAS, Councilmember, District 3 ___________________________________________ __________________________________________ LUIS CHAVEZ, Councilmember, District 5 NELSON ESPARZA, Councilmember, District 7 Is hereby presented in honor of: LGBTQ+ Pride Month WHEREAS, the City Council of Fresno recognizes and proclaims the month of June 202 3 as Lesbian, Gay, Bisexual, Transgender, and Queer (LGBTQ) “Pride Month”; and WHEREAS, Fresno joins Community Link’s Fresno Rainbow Pride & communities throughout the Central Valley to observe Pride Month with a Pride flag-raising ceremony to honor the history of the LGBTQ liberation movement and to support the rights of all citizens to experience equality and freedom from discrimination; and WHEREAS, the Progressive Pride flag is widely recognized as an inclusive symbol of pride and support for marginalized LGBTQ+ communities of color and the Transgender community, reaffirming that all human beings are born free and equal in dignity and rights; and WHEREAS, LGBTQ+ individuals have made significant contributions to the cultural, civic, and economic successes of our city, state, and country; and WHEREAS, the City of Fresno is committed to supporting visibility, dignity , and equality for LGBTQ+ people. While society at large increasingly supports LGBTQ+ equality, it is essential to acknowledge that the need for education and awareness remains vital to end discrimination and prejudice; and WHEREAS, celebrating Pride Month annually fosters awareness and reaffirms support and advocacy for Fresno’s LGBTQ+ community, and is an opportunity to take action and engage in dialogue to strengthen alliances, build acceptance, and advance equal rights. NOW, THEREFORE BE IT RESOLVED, that the Progressive Pride Flag will be raised at Fresno City Hall on June 9th in recognition of all LGBTQ+ residents who make Fresno a vibrant city in which to live, work, and visit and we encourage all Californians to join us in doing so. BE IT FURTHER RESOLVED, that we, Council Vice President Annalisa Perea, Mayor Jerry P. Dyer, and the Fresno City Council do hereby proclaim June 2023 as: “LGBTQ+ Pride Month” in the City of Fresno IN WITNESS WHEREOF, we have hereunto set our hands and affixed the seal of the City of Fresno, California, on this 8th day of June 2023. City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-935 Agenda Date:6/8/2023 Agenda #: CEREMONIAL PRESENTATION Proclamation for “Hugo Morales Day” City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 PRESENTED WHEREAS, Hugo Morales was born on March 23, 1949, in Huajuapam de Leon, Oaxaca, Mexico. At the age of 9, he migrated to Healdsburg, California, where he worked at an agriculture labor camp alongside his parents. It was here, where he first learned about the ‘power of radio’ as a vital means of communication; and WHEREAS, Hugo Morales faced numerous challenges, yet achieved academic excellence and went on to graduate from Harvard College in 1972 and Harvard Law School in 1975. In September of 1976, Morales co-founded the non-profit organization, Radio Bilingüe, and on July 4, 1980, the radio station went live; and WHEREAS, Radio Bilingüe is a transnational satellite community radio service that delivers culturally competent programming to Latinos and Indigenous People in Mixtec, Spanish, and English, connecting them with educational and informational content. Under Morales’ leadership, Radio Bilingüe has become the nation’s leading Latino public radio network with 25 stations and 75 affiliated stations; and WHEREAS, Hugo Morales has received numerous national recognitions for his contribution to public radio. Most recently, Morales received an honorary doctorate from Harvard University for being a beacon in public media and providing the space for voices unheard; making him the first U.S. Indigenous Mexican person to receive such recognition from the University; and WHEREAS, Hugo Morales has a prestigious career spanning over 40 years and we wish to applaud his passion, dedication, and for being an inspiration for our Fresno community. NOW, THEREFORE, BE IT RESOLVED, that we, Mayor Dyer and the Fresno City Council do hereby proclaim the June 8, 2023, to be: “Hugo Morales Day” in the City of Fresno. IN WITNESS WHEREOF, we have hereunto set our hands and affixed the Great Seal of the City of Fresno, California, this 8th day of June 2023. City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-969 Agenda Date:6/8/2023 Agenda #: REPORT TO THE CITY COUNCIL FROM:Office of the City Clerk SUBJECT Unscheduled Communication - Public Comment Emails City of Fresno Printed on 6/13/2023Page 1 of 1 powered by Legistar™ 06/08/2023 DISTRIBUTED rr:-r-...:-·~ -~--1 l , .. , ·, -• -, ; , ,, Regular Council Meeting . - I I ' I f L -.1 ,,. . : June 8, 2023 FRESNO CITY COUNCIL Supplement Packet ITEM($) UNSCHEDULED COMMUNICATION Contents of Supplement: Public Comment emails ltem(s) Supplemental Information: Any agenda related public documents received and distributed to a majority of the City Council after the Agenda Packet is printed are included in Supplemental Packets . Supplemental Packets are produced as needed . The Supplemental Packet is available for public inspection in the City Clerk's Office, 2600 Fresno Street, during normal business hours (main location pursuant to the Brown Act, G.C . 54957.5(2). In addition, Supplemental Packets are available for public review at the City Council meeting in the City Council Chambers, 2600 Fresno Street. Supplemental Packets are also available on-line on the City Clerk's website. Americans with Disabilities Act (ADA): The meeting room is accessible to the physically disabled, and the services of a translator can be made available. Requests for additional accommodations for the disabled, sign language interpreters, assistive listening devices , or translators should be made one week prior to the meeting . Please call City Clerk's Office at 621-7650. Please keep the doorways, aisles and wheelchair seating areas open and accessible. If you need assistance with seating because of a disability, please see Security. Tina Your From: Sent: To: Subject: Thursday, June 08, 2023 10 :34 AM Clerk Stand with Fresnans and pass rent control! External Email: Use caution with links and attachments Dear Fresno City Council Members, behalf of Jennifer Arellano I'm writing to urge you and your Council colleagues to enact rent control to protect renters in our city. Renters make up more than half of all households here, and we desperately need your support. I'm a resident of Fresno and live in your district. My personal experiences as a renter in this city, navigating the increasing cost of housing and everything else, have been a real struggle for me and my loved ones. 1 in 3 of all renters in Fresno spend more than half of their income on rent. This is unacceptable. There is no end in sight, with inflation continuing to rise and our rents continuing to increase. Our community is experiencing a housing crisis. We need you, our elected leaders, to prioritize us working families over profits for large, out-of-town landlords and corporate housing developers. Pass rent control and tenant protections this budget season. It's a huge opportunity to invest resources into everyday Fresnans and protect thousands of families from eviction and homelessness. Thank you. Sincerely, Jennifer Arellano 1 Tina Your From: Sent: To: Thursday, June 08, 2023 10:35 AM Clerk )n behalf of Macui-Xochitl Delgado > Subject: Stand with Fresnans and pass rent control! External Email: Use caution with links and attachments Dear Fresno City Council Members, I'm writing to urge you and your Council colleagues to enact rent control to protect renters in our city. Renters make up more than half of all households here, and we desperately need your support . I'm a resident of Fresno and live in your district. My personal experiences as a renter in this city, navigating the increasing cost of housing and everything else, have been a real struggle for me and my loved ones. 1 in 3 of all renters in Fresno spend more than half of their income on rent. This is unacceptable. There is no end in sight, with inflation continuing to rise and our rents continuing to increase. Our community is experiencing a housing crisis. We need you, our elected leaders, to prioritize us working families over profits for large, out-of-town landlords and corporate housing developers. Pass rent control and tenant protections this budget season . It's a huge opportunity to invest resources into everyday Fresnans and protect thousands of families from eviction and homelessness. Thank you. Sincerely, Macui-Xochitl Delgado Tina Your From: Sent: To: Subject: n.com on behalf of Jamila Rice Thursday, June 08, lU<:'.j iu:~o AIVI Clerk Stand with Fresnans and pass rent control! External Email: Use caution with links and attachments Dear Fresno City Council Members, I'm writing to urge you and your Council colleagues to enact rent control to protect renters in our city. Renters make up more than half of all households here, and we desperately need your support. I'm a resident of Fresno and live in your district. My personal experiences as a renter in this city, navigating the increasing cost of housing and everything else, have been a real struggle for me and my loved ones. 1 in 3 of all renters in Fresno spend more than half of their income on rent . This is unacceptable. There is no end in sight, with inflation continuing to rise and our rents continuing to increase . Our community is experiencing a housing crisis. We need you, our elected leaders, to prioritize us working families over profits for large, out-of-town landlords and corporate housing developers. Pass rent control and tenant protections this budget season. It's a huge opportunity to invest resources into everyday Fresnans and protect thousands of families from eviction and homelessness. Thank you. Sincerely, Jamila Rice ,...--.,. 1 Tina Your From: Sent: To: Subject: )n behalf of Marisa Moraza im> Thursday, June 08, 2023 10:39 AM Clerk Stand with Fresnans and pass rent control! External Email: Use caution with links and attachments Dear Fresno City Council Members, I'm writing to urge you and your Council colleagues to enact rent control to protect renters in our city. Renters make up more than half of all households here, and we desperately need your support. I'm a resident of Fresno and live in your district. Stable housing provides the foundation needed for our children, elders, families, lgbtq community members to focus on and improve their mental and physical health. 1 in 3 of all renters in Fresno spend more than half of their income on rent. This is unacceptable. There is no end in sight, with inflation continuing to rise and our rents continuing to increase. Our community is experiencing a housing crisis. We need you, our elected leaders, to prioritize us working families over profits for large, out-of-town landlords and corporate housing developers. Pass rent control and tenant protections this budget season. It's a huge opportunity to invest resources into everyday Fresnans and protect thousands of families from eviction and homelessness. Thank you . Sincerely, Marisa Moraza 1 Tina Your From: Sent: To: Subject: < Thursday, June 08, 2023 10:40 AM Clerk Stand with Fresnans and pass rent control! External Email: Use caution with links and attachments Dear Fresno City Council Members, 1 behalf of Sage Zephier-Hernandez I'm writing to urge you and your Council colleagues to enact rent control to protect renters in our city. Renters make up more than half of all households here, and we desperately need your support. I'm a resident of Fresno and live in your district. My personal experiences as a renter in this city, navigating the increasing cost of housing and everything else, have been a real struggle for me and my loved ones. 1 in 3 of all renters in Fresno spend more than half of their income on rent. This is unacceptable. There is no end in sight, with inflation continuing to rise and our rents continuing to increase. Our community is experiencing a housing crisis. We need you, our elected leaders, to prioritize us working families over profits for large, out-of-town landlords and corporate housing developers. Pass rent control and tenant protections this budget season. It's a huge opportunity to invest resources into everyday Fresnans and protect thousands of families from eviction and homelessness. Thank you. Sincerely, Sage Zephier-Hernandez r •·-••--"'"'"" ______ . 1 Tina Your From: Sent: To: n> Thursday, June 08, 2023 10:44 AM Clerk 1 behalf of Rowan Bolton Subject: Stand with Fresnans and pass rent control! External Email: Use caution with links and attachments Dear Fresno City Council Members, I'm writing to urge you and your Council colleagues to enact rent control to protect renters in our city. Renters make up more than half of all households here, and we desperately need your support. I'm a resident of Fresno and live in your district. My personal experiences as a renter in this city, navigating the increasing cost of housing and everything else, have been a real struggle for me and my loved ones. 1 in 3 of all renters in Fresno spend more than half of their income on rent. This is unacceptable. There is no end in sight, with inflation continuing to rise and our rents continuing to increase. Our community is experiencing a housing crisis. We need you, our elected leaders, to prioritize us working families over profits for large, out-of-town landlords and corporate housing developers. Pass rent control and tenant protections this budget season. It's a huge opportunity to invest resources into everyday Fresnans and protect thousands of families from eviction and homelessness. Thank you. Sincerely, Rowan Bolton 1 Tina Your From: Sent: To: Subject: Thursday, June 08, 2023 10:45 AM Clerk Stand with Fresnans and pass rent control! External Email: Use caution with links and attachments Dear Fresno City Council Members, behalf of Casey Bishop I'm writing to urge you and your Council colleagues to enact rent control to protect renters in our city. Renters make up more than half of all households here, and we desperately need your support. I'm a resident of Fresno and live in your district. My personal experiences as a renter in this city, navigating the increasing cost of housing and everything else, have been a real struggle for me and my loved ones. 1 in 3 of all renters in Fresno spend more than half of their income on rent. This is unacceptable. There is no end in sight, with inflation continuing to rise and our rents continuing to increase. Our community is experiencing a housing crisis. We need you, our elected leaders, to prioritize us working families over profits for large, out-of-town landlords and corporate housing developers. Pass rent control and tenant protections this budget season. It's a huge opportunity to invest resources into everyday Fresnans and protect thousands of families from eviction and homelessness. Thank you. Sincerely, Casey Bishop 1 Tina Your From: Sent: To: Subject: Kaitlin Goerzen Thursday, June 08, 2023 11:04 AM Clerk support for the ordinance to ban sitting, laying, or sleeping in the public right of way External Email: Use caution with links and attachments Hello, As a home owner in the Tower District, I wanted to reach out and voice my support for the ordinance to ban sitting, laying, or sleeping in the public right of way. I live on Safford, right around the corner from several homeless encampments. They frequently camp on the sidewalks or the handicap ramp right at Safford and Olive and at the businesses at Palm and Olive. I have seen open drug use, found needles in my yard, and seen people using my yard /driveway as a restroom. I am currently pregnant and there are several homes with children on the block. This is not a safe nor healthy area to let children play. l have talked to many of my neighbors, all whom voiced concerns over the growing homeless population at Palm/Olive and Olive/Safford. Thank you Councilmember Arias for working on this ordinance. Kaitlin Goerzen, RD 1 Tina Your From: Sent: To: Subject: Jessica Harmon < Wednesday, June 07, 2023 8:35 PM Clerk Public comment: budget hearings External Email: Use caution with links and attachments Mayor Dyer and Fresno City Council, I am a deacon at St. James Episcopal Cathedral in Fresno. We are one of the faith communities that is proudly affirming of LGBTQ+ people. Unfortunately, our world and even our beloved city is not always a safe or welcoming place for LGBTQ+ people. Discrimination for housing and jobs, and even situations where people's physical and mental safety is at risk are all more common than they should be here. We need our City Council and our Mayor to pay attention to this daily struggle and work to make things more equitable. To this end, a liaison for LGBTQ+ people needs to be appointed and included in the budget. This was a commitment made by mayor Dyer during Pride month three years ago. The situation is even more urgent now than it was then. Thank you for keeping your commitment to appointing a LGBTQ+ liaison . Jessica The Rev . Den . Jessica Harmon Curate, St. James Cathedral Pronouns: she/her/ella 1 Tina Your From: Sent: To: Subject: Chris Estep < Wednesday, June 07, 2023 9:16 PM Clerk; Jerry Dyer; Georgeanne White; Miguel Arias; Nelson Esparza; Annalisa Perea; Tyler Maxwell; Luis Chavez; District6; District2 I Support these PARCS, Measure P, and City of Fresno FY23-24 Budget Prioritie External Email: Use caution with links and attachments Dear Fresno City Council, Mayor Jerry Dyer, and City Manager Georganne White, I am writing to ask you to adopt all the budget requests made by Communities for a New California Education Fund-- Fresno Parks Parks Advocates United committee. 1) $600,000 to expand the Youth Fee Waiver/Voucher Program to also include youth-serving organizations. 2) $75,000 to conduct an annual Representative Sample Survey 3) $5,000,000 for a city-wide Participatory Budgeting engagement process 4) Formalize a partnership with the US Soccer Foundation and their Safe Places to Play initiative to create and resurface multi-sport possible facilities. 5) $450,000 in building an inclusive multi-use court that can accommodate Futsal (SvS soccer), Basketball, and Volleyball at Quigley, Lions, and Lafayette Parks. 6) Make all new playgrounds accessible and accommodated for all children regardless of abilities or disabilities. 7)$6,000 for new goal posts and nets at the hockey rink at Cary Park. Including goals for Futsal 8) PRAC's Recommendation to set $1 million aside for organizations 9) Expand Mayor Dyer's request for $1,746,500 exclusively for pickleball courts at Roeding Park to also include futsal, basketball, and volleyball Courts. These proposals directly support my neighborhood, my family, and myself and would fix some of the issues in our neighborhood parks. These proposals reflect and address the needs of constituents and fulfilling them successfully invests in our families, our future, and our city. Invest in the future of Fresno, and adopt all the budget asks made by Communities for a New California--Fresno Parks Advocates United committee. Thank you . Sincerely, 1 Tina Your From: Sent: To: Subject: Edwin Gonzalez < Thursday, June 08, 2023 3:22 AM Clerk; Jerry Dyer; Georgeanne White; Miguel Arias; Nelson Esparza; Annalisa Perea; Tyler Maxwell; Luis Chavez; District6; District2 I Support these PARC$, Measure P, and City of Fresno FY23-24 Budget Prioritie External Email: Use caution with links and attachments Dear Fresno City Council, Mayor Jerry Dyer, and City Manager Georganne White, I am writing to ask you to adopt all the budget requests made by Communities for a New California Education Fund-- Fresno Parks Parks Advocates United committee. 1) $600,000 to expand the Youth Fee Waiver/Voucher Program to also include youth-serving organizations. 2) $75,000 to conduct an annual Representative Sample Survey 3) $5,000,000 for a city-wide Participatory Budgeting engagement process 4) Formalize a partnership with the US Soccer·Foundation and their Safe Places to Play initiative to create and resurface multi-sport possible facilities. 5) $450,000 in building an inclusive multi-use court that can accommodate Futsal (SvS soccer), Basketball, and Volleyball at Quigley, Lions, and Lafayette Parks. 6) Make all new playgrounds accessible and accommodated for all children regardless of abilities or disabilities. 7)$6,000 for new goal posts and nets at the hockey rink at Cary Park. Including goals for Futsal 8) PRAC's Recommendation to set $1 million aside for organizations 9) Expand Mayor Dyer's request for $1,746,500 exclusively for pickleball courts at Reeding Park to also include futsal, basketball, and volleyball Courts. These proposals directly support my neighborhood, my family, and myself and would fix some of the issues in our neighborhood parks. These proposals reflect and address the needs of constituents and fulfilling them successfully invests in our families, our future, and our city. Invest in the future of Fresno, and adopt all the budget asks made by Communities for a New California--Fresno Parks Advocates United committee. Thank you . Sincerely, 1 Tina Your From: Sent: To: Subject: Samuel Ramirez < > Thursday, June 08, 2023 4:58 AM Clerk; Jerry Dyer; Georgeanne White; Miguel Arias ; Nelson Esparza ; Annalisa Perea ; Tyler Maxwell; Luis Chavez; District6; District2 I Support these PARCS , Measure P, and City of Fresno FY23-24 Budget Prioritie External Email: Use caution with links and attachments Dear Fresno City Council, Mayor Jerry Dyer, and City Manager Georganne White, I am writing to ask you to adopt all the budget requests made by Communities for a New California Education Fund-- Fresno Parks Parks Advocates United committee. 1) $600,000 to expand the Youth Fee Waiver/Voucher Program to also include youth-serving organizations. 2) $75,000 to conduct an annual Representative Sample Survey 3) $5,000,000 for a city-wide Participatory Budgeting engagement process 4) Formalize a partnership with the US Soccer Foundation and their Safe Places to Play initiative to create and resurface multi-sport possible facilities. 5) $450,000 in building an inclusive multi-use court that can accommodate Futsal (SvS soccer), Basketball, and Volleyball at Quigley, Lions, and Lafayette Parks . 6) Make all new playgrounds accessible and accommodated for all children regardless of abilities or disabilities. 7)$6,000 for new goal posts and nets at the hockey rink at Cary Park. Including goals for Futsal 8) PRAC's Recommendation to set $1 million aside for organizations 9) Expand Mayor Dyer's request for $1,746,500 exclusively for pickleball courts at Roeding Park to also include futsal, basketball, and volleyball Courts. These proposals directly support my neighborhood, my family, and myself and would fix some of the issues in our neighborhood parks. These proposals reflect and address the needs of constituents and fulfilling them successfully invests in our families, our future, and our city. Invest in the future of Fresno, and adopt all the budget asks made by Communities for a New California--Fresno Parks Advocates United committee. Thank you. Sincerely, 1 Tina Your From: Sent: To: Subject: Jordan Fitzpatrick < Thursday, June 08, 2023 7:32 AM Clerk Public comment, item 1-U External Email: Use caution with links and attachments Hello, I am writing in regards to the proposed "SIT, LIE, SLEEP" ORDINANCE", ITEM 1-U . > Fresno can do so much to help the disabled and homeless community of Fresno but this will only criminalize and harm them. Without adequate resources, rent control, and safe shelters, the number of people experiencing homeless will continue to grow. People experiencing homelessness deserve compassion, support, and respect. Additionally, there are currently no safe spaces for the LGBT and especially transgender community to seek refuge when experiencing homelessness. No shelter in Fresno is explicitly welcoming and affirming of transgender people and this ordinance would make being a homeless trans person with nowhere to go a crime. It is for this and many other reasons that we also need an LGBT liaison for the city of Fresno to advocate for equity and liberation for all LGBT people in Fresno. 1 Tina Your From: Sent: To: Subject: Emily Burnias < Thursday, June 08, 2023 8:26 AM Clerk Sit, Lie,Sleep, Store Ordinance External Email: Use caution with links and attachments I believe you have an ordinance that is broad and that will further criminalize the poor and unhoused, that includes many veterans. That is unacceptable, these men and women have served our country. There must and is a better way to control this situation without being brutal and unkind. Please show some compassion to those less fortunate and to those who answered our nation's call . Emily V Burnias USN Veteran Western Regional Vietnam Veterans Memorial Foundation 1 Tina Your From: Sent: To: Subject: Jessie Kanter • Thursday, June 08, 2023 8:36 AM Clerk; Annalisa Perea public comment, 1-U External Email: Use caution with links and attachments City Council, I am a community member in district 1 and I strongly oppose the addition of Article 21 and 22 to Chapter 10 of the Fresno County Municipal Code. I don't believe this ordinance should be able to prohibit where people can "sit, lie, sleep, or store belongings". We want safety in our city, but this is not the answer. The ordinance is broad/vague and when looked at carefully, there is a lot of room for open interpretation that can be harmful. These are human beings we are talking about and restricting our movement and ability to exist in certain spaces is a violation of our rights. Please do not let this pass. This is not about enabling people to stay on the streets when there are not enough beds and housing for them in the first place. What we really need is harm reduction services, not criminalization. This includes safe camps and lots, harm reduction camps, Safe Use Sites, Resources for medical emergencies, and storage units for the unhoused. Please vote no to the ordinance for the safety and shared humanity of the people in our city . Best, Jessie Kanter 1 Alexis Yrigollen From: Sent: To: Subject: Raquel Busani < Thursday, June 8, 2023 9:53 AM Clerk Public comment, budget hearings External Email: Use caution with links and attachments Good Morning- My name is Raquel M . Busani. I am a local attorney, and presently serve on the Board of Directors for Fresno Metropolitan Flood Control District as a City of Fresno appointee and am also Director of Programming for the Fresno Reel Pride LGBTQ+ Film Festival. I write today to (1) support the creation of an LGBTQIA community liaison position in the mayors office; and {2) to oppose the sit, lie, sleep ordinance--two issues that are not only dear to my heart, but that I believe will determine the future of Fresno . LGB TQIA Commu ni ty Liaison: Supp o rt First , I write in support of the LGBTQIA community liaison in the mayor's office . This should not however simply be a symbolic position. While symbols and ceremony are appreciated and even necessary, they stop being calls to action when, as it seems to be the case here, action never happens. Three years ago when the City of Fresno for the first time raised the Pride flag, Mayor Dye r vowed to accompany this gesture with the appointment of an LGBTQI ..O. community liaison offi cer, b ut has v et to come through . Of course, these things take time, but they also take effort -and that effo rt h as not been p ut in since the Mayor's initial announcement. It is no surprise tha t it has t aken the el ectio n and sweari ng in of the City's first openly queer City Counsel member to restart this conversation. All the more reason why this position is so important. Ms. Perea , while openly queer, was not voted in as a representative of the LGBTQIA community, and therefore, while I have no doubt that she will champion its causes, her duty is to her constituents-most of which are not members of the LGBTQIA community, and some of which may altogether be antagonistic to the community. It is unfortunately, because of the antagonism that still exists against the LGBTQIA community, why an LGBTQIA liaison is necessary. However, as stated, the position must be more than symbolic, and the person appointed would be expected by the community to: • Advocate for policies and practices that make every department (police, transportation , planning, parks, etc.) in the City of Fres n o a safer place for LGBTQ+ individuals. • Form and/or oversee an LGBTQ+ community advisory group that represents the diversity of the LGBTQ+ community and its multiple identities and districts • Represent the needs and desires of the Fresno LGBTQ+ community directly with the Mayor and each city-wide department • Be a point of contact for LGBTQ+ community members who might not feel safe to reach out directly to city officials . 1 This ordinance is not only badly thought out, but it is cruel and a continued sign of the City's disregard for those at the bottom . Please vote to oppose this senseless and dangerous ordinance. Conclusion Thank you in advance for your consideration of these comments in deciding this upcoming year's budget and consideration of the above issues . C;) raquel@erlsalg.com e + 559-479-4119 ext. 231 @ www.theerisatawgroup.com Raquel M. Busani, Esq. 1e-=-i1 ERISA LAW CENTER I E L C I Pursuing Your ERISA Benefits I .&.-, ~ . _, I 6485 N. Palm Avenue, Suite 1051 Fresno, CA 9370~ l__ __J Telephone: +559-478-4119 I +559-478-5939 ------ REVIEW US! CLICK ON THE LINK BELOW, OR VISIT: https://reviewplatform.findlaw.com/th eerisalawgroup/ CONFIDENTIALITY NOTICE: This communication and any documents, files, or previous e-mail messages attached to it, constitute an electronic communication within the scope of the Electronic Communication Privacy Act, 18 USCA 2510. This communication may contain non-public, confidential, or legally privileged information intended for the sole use of the designated recipient(s). The unlawful interception, use or disclosure of such information is strictly prohibited under 18 USCA 2511 and any applicable laws. If you are not the intended recipient, or have received this communication in error, please notify the sender immediately by reply or email or by telephone at +559-478-4119 ext. 231. 3 Alexis Yrigollen From: Sent: To: Cc: Subject: Emily Brandt < Thursday, June 8, 2023 9:27 AM Clerk SJV Democratic Club Concerning Ordinance Regarding Homeless on Sidewalks External Email: Use caution with links and attachments This approach to ban homeless from occupying sidewalks and other public areas does nothing to relieve homelessness or to solve the problem of safe access to buildings . Instead, it simply heaps more criminalization on a group of the public which has been failed by every single public service . These types of restrictions, rather than solutions to problems, simply increase, not only the trauma to the victims, but the workload of the enforcers . It defies the logic of community policing, and it treats people in most cases who do not have the mental and physical health to manage their own Location. You are simply pushing people into the landscaping and the bushes around the city. City has received millions and millions of dollars to provide real solutions for the problems. We face with homelessness in Fresno. We know that homelessness has been increasing due to low wages, expensive and very small, housing inventory . If the City of Fresno would take seriously an approach to solving those problems by providing a raise in minimum wage to $18 an hour and two single payer healthcare, we would solve this problem quickly. Rather than spend those funds on bitwise and garlic festivals. We should be spending the money on addressing the needs of the unhoused Community. If the City of Fresno really wants to improve the business culture attracting clean businesses, rather than the constant influx of polluting businesses, we need to address these concerns, and we need to drip dramatically demonstrate that we are not San Francisco or Oakland or San Jose . We care and we can solve these in ways that they are not. I urge you to vote against this measure today. Emily Brandt At-Large Member, Measure C Citizen Oversight Committee, District 1 Salut! 1 Alexis Yrigollen From: Sent: To: Cc: Subject: Montalvo, Melissa < Thursday, June 8, 2023 9:53 AM Clerk Sontaya Rose Fresno Bee: confirming vote on consent calendar of 1-U External Email: Use caution with links and attachments Good morning, Just wanted to confirm that item 1-U passed today on the consent calendar? 1-U ***Bill B-16 -(lntro'd 5/25/2023){For Adoption) Adding Article 21 and Article 22 to Chapter 10 ofthe Fresno Municipal Code, Prohibiting Impeding on Sidewalks Within 500 Feet from Sensitive Areas Including Schools, Childcare Facilities, Public Parks, Public Libraries, Warming and Cooling Centers, and City-Permitted Shelters for the Unhoused {Subject to Mayor's Veto) 1.-U. ID 23-919 Sponsors: Councilmember Bredefeld and Councilmember Arias I understand the vote was 6-1, with Councilmember Annalisa Perea as the sole no vote. Is that correct? I didn't hear anyone pull the item for consent calendar, but just wanted to double check. Thank you, Melissa Melissa Montalvo The Fresno Bee Reporter Sign up for 'La Abeja,' our Latino communities newsletter 1 Alexis Yrigollen From: Sent: To: Subject: D'Aungillique Jackson < Thursday, June 8, 2023 11 :21 AM Clerk No on Sit Lie Sleep External Email: Use caution with links and attachments Appose 1-U, Article 21-22 "sit, lie, sleep ordinance,, -Fresno has consistently experienced the 4th largest rent hike in top 100 largest cities since July of last year. this ordinance criminalize our residents who are becoming increasingly more vulnerable to our Valley-wide housing crisis. Not to mention the unintended attack against our Black and Brown community who has been consistently degraded using stop and frisk like policies similar to this. • instead of instituting a policy that will target those who are ho useless and will put our Black and Brown communities at risk, please look to alternatives that will cap rent and address this housing crisis I would also like to support a motion to allocate funding to support an lgbtq+ liaison that will be selected through a community process, as well as funding to support the lgbtq+ community, its community-based organizations, and businesses. Yours truly, D'Aungillique Jackson Community Justice Fellow Faith in the Valley, Fresno I Arranger I lntellection I Input I Individualization I Adaptability I 1 Alexis Yrigollen From: Sent: To: ( I • \ r Thursday, June ~, L023 12:01 PM Clerk ~half of Marissa Corpus <mari_co17 Subject: Stand with Fresnans and pass rent control! Follow Up Flag: Flag Status: Follow up Completed External Email: Use caution with links and attachments Dear Fresno City Council Members, I'm writing to urge you and your Council colleagues to enact rent control to protect renters in our city. Renters make up more than half of all households here, and we desperately need your support. I'm a resident of Fresno and live in your district. My personal experiences as a renter in this city, navigating the increasing cost of housing and everything else, have been a real struggle for me and my loved ones. 1 in 3 of all renters in Fresno spend more than half of their income on rent. This is unacceptable. There is no end in sight, with inflation continuing to rise and our rents continuing to increase. Our community is experiencing a housing crisis. We need you, our elected leaders, to prioritize us working families over profits for large, out-of-town landlords and corporate housing developers. Pass rent control and tenant protections this budget season. It's a huge opportunity to invest resources into everyday Fresnans and protect thousands of families from eviction and homelessness. Thank you . Sincerely, Marissa Corous 1 Alexis Yrigollen From: Sent: To: Subject: Follow Up Flag: Flag Status: Mary Yang <1 Thursday, June 8, 2023 2:20 PM Clerk; Jerry Dyer; Georgeanne White; Miguel Arias; Nelson Esparza; Annalisa Perea; Tyler Maxwell; Luis Chavez; District6; District2 I Support these PARCS, Measure P, and City of Fresno FY23-24 Budget Prioritie Follow up Completed External Email: Use caution with links and attachments Dear Fresno City Council, Mayor Jerry Dyer, and City Manager Georganne White, I am writing to ask you to adopt all the budget requests made by Communities for a New California Education Fund-- Fresno Parks Parks Advocates United committee. 1) $600,000 to expand the Youth Fee Waiver/Voucher Program to also include youth-serving organizations. 2) $75,000 to conduct an annual Representative Sample Survey 3) $5,000,000 for a city-wide Participatory Budgeting engagement process 4) Formalize a partnership with the US Soccer Foundation and their Safe Places to Play initiative to create and resurface multi-sport possible facilities. 5) $450,000 in building an inclusive multi-use court that can accommodate Futsal {SvS soccer), Basketball, and Volleyball at Quigley, Lions, and Lafayette Parks. 6) Make all new playgrounds accessible and accommodated for all children regardless of abilities or disabilities. 7)$6,000 for new goal posts and nets at the hockey rink at Cary Park. Including goals for Futsal 8) PRAC's Recommendation to set $1 million aside for organizations 9) Expand Mayor Dyer's request for $1,746,500 exclusively for pickleball courts at Roeding Park to also include futsal, basketball, and volleyball Courts. These proposals directly support my neighborhood, my family, and myself and would fix some of the issues in our neighborhood parks . These proposals reflect and address the needs of constituents and fulfilling them successfully invests in our families, our future, and our city. Invest in the future of Fresno, and adopt all the budget asks made by Communities for a New California--Fresno Parks Advocates United committee. 1 Alexis Yrigollen From: Sent: To: Subject: Follow Up Flag : Flag Status: Juan Plascencia <1. Thursday, June 8, 2023 1 :53 PM Clerk; Jerry Dyer; Georgeanne White; Miguel Arias; Nelson Esparza; Annalisa Perea ; Tyler Maxwell ; Luis Chavez; District6; District2 I Support these PARCS , Measure P, and City of Fresno FY23-24 Budget Prioritie Follow up Completed External Email: Use caution with links and attachments Dear Fresno City Council, Mayor Jerry Dyer, and City Manager Georganne White, I am writing to ask you to adopt all the budget requests made by Communities for a New California Education Fund-- Fresno Parks Parks Advocates United committee. 1) $600,000 to expand the Youth Fee Waiver/Voucher Program to also include youth-serving organizations. 2) $75,000 to conduct an annual Representative Sample Survey 3) $5,000,000 for a city-wide Participatory Budgeting engagement process 4) Formalize a partnership with the US Soccer Foundation and their Safe Places to Play initiative to create and resurface multi-sport possible facilities. S) $450,000 in building an inclusive multi-use court that can accommodate Futsal (SvS soccer), Basketball, and Volleyball at Quigley, Lions, and Lafayette Parks . 6) Make all new playgrounds accessible and accommodated for all children regardless of abilities or disabilities. 7)$6,000 for new goal posts and nets at the hockey rink at Cary Park. Including goals for Futsal 8) PRAC's Recommendation to set $1 million aside for organizations 9) Expand Mayor Dyer's request for $1,746,500 exclusively for pickleball courts at Roeding Park to also include futsal, basketball, and volleyball Courts. These proposals directly support my neighborhood, my family, and myself and would fix some of the issues in our neighborhood parks. These proposals reflect and address the needs of constituents and fulfilling them successfully invests in our families, our future, and our city. Invest in the future of Fresno, and adopt all the budget asks made by Communities for a New California--Fresno Parks Advocates United committee. 1 Alexis Yrigollen From: Sent: To: Cc: Subject: Attachments: Follow Up Flag: Flag Status: Augie Geno Blancas < Thursday, June 8, 2023 1:10 PM Annalisa Perea District?; Districts; District4; District3; District2; District1; Clerk; Mike Karbassi Comment Letter Re: LGBTQ Funding Request A Perea Letter -Re_ LGBTQ Task Force and Liaison (2).pdf Follow up Completed External Email: Use caution with links and attachments Hello Councilmember Perea and members of Fresno City Council, Please see the attached letter regarding today's public comments advocating for funding for a potential LGBTQ Liaison and formation of a LGBTQ commission or taskforce. Together with my colleagues who have signed on to the letter attached, we are in support of this potential funding to help amplify the voice of the LGBTQ+ community. However, we feel that more needs to be done in identifying the liaison, including a continued community engagement effort to outline its roles and responsibilities. We hope that you reflect on the proposals in the letter to ensure that this is a true community-led process. In community, Augie Blancas 1 June 8, 2023 Fresno City Council Attn: Councilmember Annalisa Perea 2600 Fresno Street, Room 2097 Fresno, CA 93721 Dear Council Vice President Annalisa Perea and Members of the Fresno City Council, First, we would like to extend our gratitude to bring together the LGBTQ+ Local Leaders Roundtable on June 6, 2023. Having an open dialogue with members from across the community is needed now more than ever as the LGBTQ+ community is continuously attacked, silenced and are being historically and systematically erased from our nation's history, as well as denied basic and fundamental rights that are afforded to others. As such, a cohort of leaders in attendance expressed concern regarding the appointment of an LGBTQ+ Community Liaison within the City of Fresno's Mayor's Office of Community Affairs. The methodology in which other organizers who were present, including the petition of approximately 400 signatures -albeit a great start -is not reflective of the community as a whole. In addition, there is a lack of transparency and community input to define the prospective appointees role, scope of work, and representation on behalf of the City and community. There is also concern the new liaison would be selected and appointed in an unfair or biased process. Lastly, in regards to the established "task force," we feel there is a lack of clarity with respect to the scope of work and composition of the task force, which more input is needed to establish. In the spirit of solidarity and community representation, we should continue to work together to fully define the recommended proposals to include the following: 1. Holding community meetings to garner feedback on the role and responsibilities of the LGBTQ+ Task Force or Commission and LGBTQ+ Liaison within the City of Fresno; 2. Upon securing funding in the upcoming 2023-24 budget, establish an 11 member LGBTQ+ Task Force or Commission to help advise the Fresno City Council on the needs and concerns of the LGBTQ+ community of all races, religions, ethnic and cultural backgrounds, among others. Members would be comprised of appointees from all seven (7) Council districts along with two (2) members identified and appointed from Fresno youth-serving organizations, one (1) member identified and appointed from a local community-based organization, and one (1) at-large member appointed by the Mayor's office. Should a Councilmember be unable to identify an appointment, or choose not to participate, that appointment would be an additional at-large member appointed by the District 1 councilmember or Mayor's office. Members should be over the age of 18 at time of the appointment, and each member will be confirmed by a majority vote of the Council. Alexis Yrigollen From: Sent: To: Thursday, June 8, 2023 12:44 PM Clerk m behalf of Emilio Garcia < Emiliolive3 Subject: Stand with Fresnans and pass rent control! Follow Up Flag: Flag Status: Follow up Completed External Email: Use caution with links and attachments Dear Fresno City Council Members, I'm writing to urge you and your Council colleagues to enact rent control to protect renters in our city. Renters make up more than half of all households here, and we desperately need your support. I'm a resident of Fresno and live in your district. My personal experiences as a renter in this city, navigating the increasing cost of housing and everything else, have been a real struggle for me and my loved ones . 1 in 3 of all renters in Fresno spend more than half of their income on rent. This is unacceptable. There is no end in sight, with inflation continuing to rise and our rents continuing to increase. Our community is experiencing a housing crisis . We need you, our elected leaders, to prioritize us working families over profits for large, out-of-town landlords and corporate housing developers. Pass rent control and tenant protections this budget season . It's a huge opportunity to invest resources into everyday Fresnans and protect thousands of families from eviction and homelessness. Thank you. Sincerely, Emilio Garcia 1 Alexis Yrigollen From: Sent: To: Follow Up Flag: Flag Status: David Rice< Thursday, June 8, 2023 12:53 PM Clerk Follow up Completed External Email: Use caution with links and attachments I am The Right Reverend David Rice, the Bishop of The Episcopal Diocese of San Joaquin. I write in opposition to the ordinance amendment, which would limit where people, presumably, our houseless sisters and brothers, can find respite. I find this amendment inhumane not to mention counter to the very basis of "faithful responsibility for all" on which the community I lead and serve, is built. I hope you will give every consideration to my concern, and the concern of Episcopalians throughout my Diocese, in particular, in the area in Fresno. Peace Bishop David Rice The Rt Rev David Rice Bishop of San Joaquin 1 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-917 Agenda Date:6/8/2023 Agenda #: 1.-A. REPORT TO THE CITY COUNCIL FROM:TODD STERMER, City Clerk Office of the City Clerk SUBJECT Approve the minutes of May 25, 2023, Regular Meeting and the May 25, 2023, Special Meeting. Attachment: Draft Minutes for May 25, 2023, Special Meeting Draft Minutes for May 25, 2023, Regular Meeting City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT Dra� Regular Minutes of May 25, 2023 2600 Fresno Street Fresno, CA 93721 www.fresno.gov City of Fresno Meeting Minutes City Council President - Tyler Maxwell Vice President - Annalisa Perea Councilmembers: Mike Karbassi, Miguel Angel Arias, Luis Chavez, Garry Bredefeld, Nelson Esparza City Manager - Georgeanne A. White City Attorney - Andrew Janz City Clerk - Todd Stermer, CMC 9:00 AM Council Chambers (In Person and/or Electronic) Thursday, May 25, 2023 Regular Meeting The City Council met in regular session in the Council Chamber, City Hall, on the date and time above written. 9:05 A.M. ROLL CALL Councilmember Nelson Esparza Council President Tyler Maxwell Vice President Annalisa Perea Councilmember Mike Karbassi Councilmember Miguel Angel Arias Councilmember Luis Chavez Councilmember Garry Bredefeld Present:7 - Invocation by Pastor Eli Loera Pastor Eli Loera gave the invocation. Pledge of Allegiance to the Flag Councilmember Bredefeld led the Pledge of Allegiance. APPROVE AGENDA City Clerk Stermer announced the following changes to the agenda: A special meeting had been separately noticed for 9:00 a.m. to discuss: A. City of Fresno ***Subject to Mayoral Veto Page 1 May 25, 2023City Council Meeting Minutes (ID 23-888) regarding a resolution finding good cause and clear and convincing benefit to the public pursuant to Fresno Municipal Code Section 4-204 relating to the development of property for an affordable housing development APN 426-253-19 (4323-4333 N. Blackstone Avenue). Consent Calendar item 1-E (ID 23-811) regarding actions pertaining to a License Agreement with California Interscholastic Federation – removed from the agenda by the administration and will return June 15, 2023. Consent Calendar item 1-F (ID 23-815) regarding a consultant agreement with Baker Tilly US, LLP – removed from the agenda by the administration and will return June 15, 2023. Consent Calendar item 1-G (ID 23-807) regarding various appoints to various boards - the reappointments of Jon Dohlin and Jose Barraza to the Parks, Recreation, and Arts Commission have been removed from the agenda by staff. Consent Calendar item 1-BB (ID 23-756) regarding the Downtown Fresno Neighborhood Beautification and Cleanup Project – removed from the agenda by the administration and will return June 15, 2023. Consent Calendar item 1-LL (ID 23-816) regarding a traffic assessment with options for improved safety – Vice President Perea is a co-sponsor of the item. Councilmember Esparza recused himself from Consent Calendar item 1-EE (ID 23-774) regarding approving Contract Change Order No. 02 for the sewer rehabilitation in the area. Vice President Perea recused herself from Consent Calendar item 1-FF (ID 23-730) regarding an agreement for professional engineering services with Quad Knopf , dba., QK Inc. Councilmember Karbassi registered a "no" vote on Consent Calendar item 1-O (ID 23-779) regarding Accela Civic Platform Enterprise Land Management System. City of Fresno ***Subject to Mayoral Veto Page 2 May 25, 2023City Council Meeting Minutes THE FOLLOWING CONSENT CALENDAR ITEMS WERE MOVED TO THE CONTESTED CONSENT CALENDAR FOR FURTHER DISCUSSION: 1-G (ID 23-807) regarding various appoints and re-appointments to the Parks, Recreation and Arts Commission, the Mobile Home Rent Review and Stabilization Commission and the Civil Service Board – moved to Contested Consent by Councilmember Arias. 1-M (ID 23-775) regarding a purchase contract to Samsara Network Inc. for a citywide municipal fleet management solution – moved to Contested Consent by Councilmember Arias and Councilmember Chavez. 1-N (ID 23-729) regarding the 39th amendment to the Annual Appropriations Resolution for various Information Services Department projects – moved to Contested Consent by Councilmember Arias. 1-Q (ID 23-802) regarding the use of FMC section 4-502(d), Design Build Qualification method of procurement for automation and video surveillance at the City of Fresno Parking Garages – moved to Contested Consent by Councilmember Arias. 1-X (ID 23-773) regarding the transmission grid main reimbursements - moved to Contested Consent by Councilmember Chavez. 1-CC (ID 23-757 regarding the Caltrans Art Project at San Pablo Park at State Route 180 and Belmont Avenue - moved to Contested Consent by Councilmember Bredefeld. 1-MM (ID 22-833) regarding the addition of Article 21 and 22 to Chapter 10 of the FMC to prohibit impeding on sidewalks within 500 feet from sensitive areas. – moved to Contested Consent by Councilmember Arias. On motion of Councilmember Arias, seconded by Councilmember Chavez, that the above be APPROVED AS AMENDED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - City of Fresno ***Subject to Mayoral Veto Page 3 May 25, 2023City Council Meeting Minutes CEREMONIAL PRESENTATIONS ID 23-760 Proclamation for “Community Action Month” PRESENTED ID 23-626 Proclamation for “Older Americans Month” PRESENTED ID 23-552 Proclamation for “CASA Awareness Day” PRESENTED ID 23-553 Proclamation for “Kim Shehadey Day” PRESENTED ID 23-767 Proclamation for “Celebrating National Public Works Week” PRESENTED ID 23-710 Fresno Animal Center’s “Pet of the Month” presented by Fresno Humane Animal Services PRESENTED COUNCILMEMBER REPORTS AND COMMENTS Councilmember Karbassi Reports and Comments. Attended the California Restaurant Association awards and congratulated Kuppa Joy, Red Apple Café, Pismo’s Coastal Grill, Parma Restaurant, and voted the best date night and most romantic venue, The Cracked Pepper Bistro. Announced the Restaurant Tour of the Year, Brandon Smith Camp, and Chef of the Year, Jimmy Pardini. Participated in a press conference to discuss the resolution to conduct a traffic assessment consent calendar agenda item. Councilmember Arias Reports and Comments. Discussed attendance at State of the City. Acknowledged staff for getting the inspections of Hotel Fresno back on track. He will circle back with the administration on a list of inspections to follow up on. He invited everyone out to the Tower District Farmers Market. Announced the upcoming 559 Market event in Chinatown from 5:00 pm to 10:00 pm. Discussed the proposed Governor’s revised City of Fresno ***Subject to Mayoral Veto Page 4 May 25, 2023City Council Meeting Minutes budget regarding the $250 million designated for downtown infrastructure projects to accommodate the 10,000 housing units. He will be participating in the 1:00 pm Senate hearing to provide public testimony and to clarify the intent of the $250 million. Councilmember Bredefeld Reports and Comments. Attended the California Restaurant Association awards and recognized the LaRocca family for the Lifetime Achievement award. Councilmember Esparza Reports and Comments. Acknowledged the community partners for the successful and staff back-to-back Play Street events. Vice President Perea Reports and Comments. Acknowledged Barbara Horn, District 1 Resident, and Community Office Danny Guzman for hosting the neighborhood watch. If residents in District 1 are interested in hosting a neighborhood watch, contact the office of District 1. Acknowledged staff and the Fresno Animal Center for hosting a community open house where several families were united with an adopted dog or cat free of charge. Hosted the second town hall meeting at the Big Red Church for the Fresno High Historical neighborhood community. Acknowledge all who participated in the town hall meeting. Hosted the second annual Pleasant Street Block Party and acknowledged partners and staff for making the event successful. Held a press conference regarding the resolution to conduct a traffic assessment consent calendar agenda item. Discussed the upcoming launch of the campaign “Operation Slow Down Fresno” to educate residents about traffic safety. Encouraged the community to come out and participate in the Tower District Farmers Market every Thursday from 5:00 pm to 9:00 pm. Announced the upcoming Memorial Day Annual Block Party hosted by Ampersand ice cream off Echo and Weldon from 11:00 am to 3:00 pm. Announced the Tower District Pride Parade on June 3, 2023, at 10:00 am. Council President Maxwell Reports and Comments. Welcomed District 4 staff, Deputy District Director Kia Vang, and Policy Director Shawn Clark. Held a town hall meeting for the Senior Living Village community at San Joaquin Terraces and acknowledged the staff for attending the town hall event. Attended the Valley Honor Flight. For those who wish to be involved, City of Fresno ***Subject to Mayoral Veto Page 5 May 25, 2023City Council Meeting Minutes sign up to be a guardian and can accompany a Veteran to Washington, DC. Discussed on the same page initiative and have collected 1400 books, and Reading Heart will match, leaving the book at 3,000 to distribute and thanked everyone for participating in the initiative. MAYOR/MANAGER REPORTS AND COMMENTS City Manager White Reports and Comments. Acknowledged staff for the Economic Development Department’s first activity report which was distributed to Council and will be going forward on a quarterly basis. Acknowledged the Airports team on the airports bond transaction which closed. Discussed the fire inspectors’ vacancies and filling the positions. Clarified the June 8, 2023 is scheduled to be a regular business meeting and budget meeting. UNSCHEDULED COMMUNICATION Upon call, the following members of the public addressed the Council for Unscheduled Communication, Consent Calendar, and Closed Session: Steven Diddy; Kay Bertken (1-OO); Fernando Elizando; Cindy Pimbino (1-MM); Alan Patzkowsky; Maria Alvarez Garcia; Rain Chamberlain (1-MM); Lethal Garcia (1-MM); Raymond Juarez; Brandi Nuse-Villegas (1-MM); Alexandra Alvarado (1-MM); Leticia Castillas; Patricia Shawn; David Willis; Victoria Santilla; Gloria Hernandez; Green eyes (1-MM); Dez Martinez (1-MM); Lynne Owens; Lisa Flores (1-MM); Marisa Moraza (1-MM); Shar Thompson; Kiel Lopez Schmidt (1-MM); Lindsay Herbert, and Ruben Espinoza. 1. CONSENT CALENDAR APPROVAL OF THE CONSENT CALENDAR On motion of Councilmember Arias, seconded by Councilmember Esparza, the CONSENT CALENDAR was hereby adopted by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 1.-A.ID 23-781 Approval of Minutes for May 11, 2023, Regular Meeting and May 18, 2023, Special Meeting. APPROVED ON CONSENT CALENDAR City of Fresno ***Subject to Mayoral Veto Page 6 May 25, 2023City Council Meeting Minutes 1.-B.ID 23-737 Actions related to Amendment No. 15 to the Engineering and Related Environmental Support Services Agreement with Environmental Resources Management, Inc.: 1. Affirm the City Manager’s determination that Environmental Resources Management, Inc ., is uniquely qualified to perform environmental and remedial services at Fresno Yosemite International Airport 2.Approve Amendment No. 15 to the Agreement between City of Fresno and Environmental Resources Management, Inc ., to provide ongoing engineering, environmental and remedial actions concerning groundwater contamination at Fresno Yosemite International Airport for an amount not to exceed $789,014, for a total contract amount of $5,463,939 (Council District 4) APPROVED ON CONSENT CALENDAR 1.-C.ID 23-813 Actions related to the Support and Maintenance Agreement with Amadeus Airport IT Americas, Inc.,: 1.Affirm the City Manager’s determination that Amadeus Airport IT Americas, Inc. is uniquely qualified to perform maintenance and technical support on Fresno Yosemite International Airport ’s (FAT) common use platform and equipment. 2.Adopt a finding of Categorical Exemption pursuant to Section 15301 (Existing Facilities) of the California Environmental Quality Act Guidelines. 3.Approve the Support and Maintenance Agreement with Amadeus Airport IT Americas, Inc., for 24/7 Support and Maintenance to the airline common use system at FAT for a term of five years. Annual costs are $611,129. Total costs during the full five -year term of the agreement are $3,055,645. (Council District 4) APPROVED ON CONSENT CALENDAR 1.-D.ID 23-850 Actions related to Bid File 12301856 soliciting proposals for Air Service Development Consulting Services at Fresno Yosemite International Airport (FAT). (Council District 4) 1.Award a five-year term Agreement to Campbell -Hill in the amount of $500,000, for Air Service Support Services at Fresno Yosemite International Airport (FAT) and authorize the Director of Aviation (Director) to execute the contractual document (s) (Bid File 12301856) (District 4) APPROVED ON CONSENT CALENDAR 1.-E.ID 23-811 Actions pertaining to a License Agreement with California Interscholastic Federation (CIF) for use of Woodward Park for the State Cross Country City of Fresno ***Subject to Mayoral Veto Page 7 May 25, 2023City Council Meeting Minutes Championship Special Event: 1.Authorize a five (5) year License Agreement with California Interscholastic Federation (CIF) for use of Woodward Park for the State Cross Country Championship Special Event two days per year The above item was removed from the agenda by staff and tabled to June 15, 2023. TABLED 1.-F.ID 23-815 Approve a consultant agreement with Baker Tilly US, LLP in the amount of $256,443, plus a not-to-exceed contingency amount of $10,000, to provide consulting services on development of an assessment - along with recommendations for options - to improve the services and affordability of electricity in the City of Fresno; authorize the City Manager or designee to execute all related documents. (Citywide) The above item was removed from the agenda by staff and tabled to June 15, 2023. TABLED 1.-H.ID 23-742 Approve a 3-year agreement with the County of Fresno to receive County Aid Dispatch services for $3,086,756. APPROVED ON CONSENT CALENDAR 1.-I.ID 23-747 Approve agreement with the California Office of Emergency Services (Cal OES) for temporary assignment of a Type I Fire Engine. APPROVED ON CONSENT CALENDAR 1.-J.ID 23-812 ***RESOLUTION - Adopt the 38th Amendment to the Annual Appropriation Resolution 2022-154 establishing appropriations in the amount of $202,000 for Fire Department reimbursable training programs. (Requires 5 Affirmative Votes) (Subject to Mayor’s Veto) RESOLUTION 2023-146 ADOPTED APPROVED ON CONSENT CALENDAR 1.-K.ID 23-748 Adoption of the Federal Emergency Management Agency (FEMA) and California Governor ’s Office of Emergency Services (CalOES) standard resolutions designating authorized agents for the City of Fresno for future Public Assistance Grants RESOLUTION 2023-145 ADOPTED City of Fresno ***Subject to Mayoral Veto Page 8 May 25, 2023City Council Meeting Minutes APPROVED ON CONSENT CALENDAR 1.-L.ID 23-843 Actions pertaining to RFP No. 012023RQ soliciting proposals for consultant services and agreed-upon procedures. 1.Approve agreement with Macias Gini & O’Connell, LLP for consultant services for agreed-upon procedures in the amount of $69,788; and 2.Approve agreement with Price Paige & Company, Certified Public Accountants, LLP for professional consulting services in the amount of $139,800. APPROVED ON CONSENT CALENDAR 1.-O.ID 23-779 Actions pertaining to Accela Civic Platform Enterprise Land Management System: 1.Affirm the City Manager ’s determination that Accela, Inc. is uniquely qualified; and 2.Approve a five-year Subscription Services Agreement and Order with Accela, Inc., to upgrade the software to current Cloud -based SaaS version, in the amount of $5,144,900.76; and 3.Approve the SaaS Migration Services Statement of Work with Accela, Inc., in the amount of $219,100 Councilmember Karbassi registered a "no" vote on the above item. The item was APPROVED 6-1 by the following vote: Aye: 6 - Perea, Arias, Maxwell, Chavez, Bredefeld, Esparza No: 1 - Karbassi APPROVED ON CONSENT CALENDAR 1.-P.ID 23-810 ***RESOLUTION - Adopt the 14th Amendment to the FY 2023 Salary Resolution No. 2022-152, amending Exhibit 8, Unit 8 - Non-Represented, by adding the new classification of Youth Jobs Corps Program Ambassador and providing a salary range of $15.50 - $19.50 per hour; Youth Jobs Corps Program Participant and providing a salary range of $15.50 - $19.50 per hour; Youth Jobs Corps Program Mentor and providing a salary range of $16.00 - $20.50 per hour; Airport Public Safety Officer and respective salary range; and Airport Public Safety Supervisor and respective salary range; deleting Exhibit 11, Unit 11 - Airport Public Safety Officers; deleting Exhibit 15, Unit 15, Airport Public Safety Supervisors (FAPSS); amending Section 13 to remove Exhibit 11, Unit 11, Airport Public Safety Officers and to remove Exhibit 15, Unit 15, Airport Public Safety Supervisors, and amending Section 18 to incorporate benefits and terms and conditions for permanent employees in classifications of Airport Public Safety Officer and Airport Public Safety Supervisor, retroactively effective May 22, 2023 (Subject to Mayor’s Veto) City of Fresno ***Subject to Mayoral Veto Page 9 May 25, 2023City Council Meeting Minutes RESOLUTION 2023-148 ADOPTED APPROVED ON CONSENT CALENDAR ID 23-939 Public comment received for May 25, 2023, Regular Meeting 1.-R.ID 23-738 Award a consultant services agreement to Hazardous Materials Institute, LLC, in the amount not to exceed $121,575 to update the confined space entry program and provide training for the Department of Public Utilities - Wastewater Management Division (Citywide). APPROVED ON CONSENT CALENDAR 1.-S.ID 23-706 Award a consultant services agreement to Omni Design, Inc ., of San Luis Obispo, California, for an amount not to exceed $207,728 for the Design of Materials Storage Buildings at the Fresno -Clovis Regional Wastewater Reclamation Facility’s (Council District 3). APPROVED ON CONSENT CALENDAR 1.-T.ID 23-739 Approve a consultant services agreement with Carollo Engineers Inc ., in an amount not to exceed $810,873, inclusive of a $74,000 contingency, for the Downtown Area Water and Wastewater Infrastructure Improvements Study (Bid File 12301832) (Council District 3) APPROVED ON CONSENT CALENDAR 1.-U.ID 23-762 Award a consultant services agreement to Blair, Church and Flynn Consulting Engineers, Inc., in the amount not to exceed $211,600, inclusive of a $20,000 contingency, for the design of sewer rehabilitation improvements in the area bound by Ashlan, Millbrook, Gettysburg, and Cedar Avenues (Council District 4). APPROVED ON CONSENT CALENDAR 1.-V.ID 23-769 ***RESOLUTION - Of Intention by the Council of the City of Fresno, California, to grant Valley Dumpster Service LLC, a Non -Exclusive Franchise for Roll-Off collection services within the City of Fresno, and setting the public hearing for August 10, 2023, at 10:00 AM (Citywide). (Subject to Mayor’s Veto) RESOLUTION 2023-149 ADOPTED APPROVED ON CONSENT CALENDAR 1.-W.ID 23-772 Award a consultant services agreement to Michael K. Nunley & Associates, Inc., in the amount of $80,500, inclusive of a $10,000 contingency, for professional engineering services to prepare the City of Fresno ***Subject to Mayoral Veto Page 10 May 25, 2023City Council Meeting Minutes Fresno-Clovis Regional Wastewater Reclamation Facility Bar Screen Optimization Study (Council District 3). APPROVED ON CONSENT CALENDAR 1.-Y.ID 23-770 Award a consultant services agreement to Akel Engineering Group, Inc. in the amount of $708,000 to prepare the Sanitary Sewer Master Plan (Citywide). APPROVED ON CONSENT CALENDAR 1.-Z.ID 23-778 Actions pertaining to the water main replacement project bound by West Clinton, West University, North Fruit and North Teilman Avenues. (Bid File 12301902) (Council District 1): 1.Adopt a finding of Categorical Exemption per staff determination pursuant to Section 15301/Class 1 (Existing Facilities) and 15302/Class 2 (Replacement or Reconstruction) of the California Environmental Quality Act Guidelines. 2.Award a construction contract to Dawson -Mauldin, LLC., in the amount of $4,787,434. APPROVED ON CONSENT CALENDAR 1.-AA.ID 23-819 Approve a cooperative purchase agreement with Quinn Power Systems, for the purchase of three new Caterpillar natural gas generators in the amount of $7,762,480.04, for the Fresno-Clovis Regional Wastewater Reclamation Facility (Council District 3). APPROVED ON CONSENT CALENDAR 1.-BB.ID 23-756 Actions pertaining to the Downtown Fresno Neighborhood Beautification and Cleanup Project (Council Districts 1, 3, & 7): 1. Affirm the City Manager’s determination that Fresno Arts Council is uniquely qualified 2. Approve the Agreement between City of Fresno and Fresno Arts Council, Inc. of Fresno CA, a uniquely qualified consultant, in the amount of $207,500 for procurement of transportation art on behalf of the City of Fresno. The above item was removed from the agenda by staff and tabled to June 15, 2023. TABLED 1.-DD.ID 23-766 Actions pertaining to the Waste Gas Flare Project at the Fresno-Clovis Regional Wastewater Reclamation Facility Project ID TC00159 (Bid File No. 3750) (District 3) 1.Approve Contract Change Order 04 to W.M Lyles Co., in the City of Fresno ***Subject to Mayoral Veto Page 11 May 25, 2023City Council Meeting Minutes amount of $ 132,418.10 and two (2) additional working days. APPROVED ON CONSENT CALENDAR 1.-EE.ID 23-774 Approve Contract Change Order No. 02 in the amount of $85,840 and allow Ten (10) additional working days for the completion of this additional work to Emmett’s Excavation, Inc. for the Sewer Rehabilitation in the area bound by Blackstone, Maroa, McKinley, and Clinton Avenues Project ID RC00177 (Bid File 3836) (Council Districts 1 and 7) Councilmember Esparza recused himself from the above item. The item was APPROVED 6-0 by the following vote: Aye: 6 - Perea, Karbassi, Arias, Maxwell, Chavez, Bredefeld Recused: 1 - Esparza APPROVED ON CONSENT CALENDAR 1.-FF.ID 23-730 Approve an agreement for professional engineering services with Quad Knopf, dba., QK Inc., for $73,800, with a $7,000 contingency, for design and construction support services for the Al Radka Small Dog Park Project (Council District 5) Vice President Perea recused herself from the above item. The item was APPROVED 6-0 by the following vote: Aye: 6 - Karbassi, Arias, Maxwell, Chavez, Bredefeld, Esparza Recused: 1 - Perea APPROVED ON CONSENT CALENDAR 1.-GG.ID 23-733 Actions pertaining to the award of a requirements contract to International Coatings Co. in the amount up to $186,121.46 for the purchase of Traffic Paint. (Bid File 12301341) APPROVED ON CONSENT CALENDAR 1.-HH.ID 23-763 RESOLUTION - Acknowledge an update to the Bicycle and Pedestrian Committee’s 2003 charter and the name change of the Bicycle and Pedestrian Advisory Committee to the Active Transportation Advisory Committee RESOLUTION 2023-153 ADOPTED APPROVED ON CONSENT CALENDAR 1.-II.ID 23-768 Actions pertaining to Armstrong Avenue and Hamilton Avenue Children ’s City of Fresno ***Subject to Mayoral Veto Page 12 May 25, 2023City Council Meeting Minutes and Tot Play Area Project Bid File 12301734 (Council District 5): 1.Adopt a finding of Categorical Exemption per staff ’s determination, pursuant to Section 15301/Class 1, 15303/Class 3 and 15311/Class 11 of the California Environmental Quality Act (CEQA) Guidelines 2.Award a construction contract in the amount of $402,535 to Truxell & Valentino Landscape Development, Inc. of Fresno, California, as the lowest responsive and responsible bidder APPROVED ON CONSENT CALENDAR 1.-JJ.ID 23-771 Actions pertaining to Initiating Proceedings and Declaring Intention to Levy the Annual Assessment for the City of Fresno Landscaping and Lighting Maintenance District No. 1; and setting the public hearing for June 29, 2023, at 10:05 a.m. (Citywide) 1.RESOLUTION - Initiating proceedings for the annual levy of assessment for Landscaping and Lighting Maintenance District No. 1 2.RESOLUTION - Of Intention to levy and collect the annual assessment for landscaping and lighting maintenance District No. 1 RESOLUTION 2023-154 ADOPTED RESOLUTION 2023-155 ADOPTED APPROVED ON CONSENT CALENDAR 1.-KK.ID 23-823 Actions pertaining to the John Muir Elementary Safe Routes to School Project - Bid File 12301163 (Council District 3) 1.Adopt a finding of Categorical Exemption per staff determination pursuant to Section 15301/Class 1 of the California Environmental Quality Act (CEQA) Guidelines 2.Award a construction contract in the amount of $1,695,390 to Avison Construction, Inc., of Madera, California APPROVED ON CONSENT CALENDAR 1.-LL.ID 23-816 ***RESOLUTION - Conduct a Traffic Assessment to Include Options for Improved Safety (Subject to Mayor’s Veto) RESOLUTION 2023-156 ADOPTED APPROVED ON CONSENT CALENDAR 1.-NN.ID 23-849 Approve the reappointment of Kacey Auston to the Fresno Metropolitan Flood Control District Board, for a term ending August 3, 2026. City of Fresno ***Subject to Mayoral Veto Page 13 May 25, 2023City Council Meeting Minutes APPROVED ON CONSENT CALENDAR 1.-OO.ID 23-859 ***RESOLUTION - Relating to the Retention of the Fresno Arts Council to Administer the City’s Cultural Arts Grant Programs Pursuant to Fresno Municipal Code Section 7-1506(B)(4) (Subject to Mayor’s Veto) RESOLUTION 2023-157 ADOPTED APPROVED ON CONSENT CALENDAR 1.-PP.ID 23-885 Approve use of Fresno Municipal Code Section 4-502(d), Design-Build Qualification Method of procurement for the Senior Activity Center Project at 4343 North Blackstone Avenue (Council District 4) APPROVED ON CONSENT CALENDAR THE CITY IN ITS CAPACITY AS HOUSING SUCCESSOR TO THE REDEVELOPMENT AGENCY OF THE CITY OF FRESNO AND FRESNO REVITALIZATION CORPORATION 1.-QQ.ID 23-852 ***RESOLUTION- Declaring property located near the northwest corner of Fulton and Inyo Streets at 829 and 835 Fulton Street (APNs 468-282-05T and -22T) to be surplus and directing staff to comply with the Surplus Land Act (Council District 3) (Subject to Mayor’s Veto). RESOLUTION 2023-158 ADOPTED APPROVED ON CONSENT CALENDAR CONTESTED CONSENT CALENDAR 1.-G.ID 23-807 Approve the appointments of Kelly Kucharski and Christina Soto to the Parks, Recreation, and Arts Commission for a term ending July 1, 2026, and approve the reappointments of Jon Dohlin and Jose Barraza, to the Parks, Recreation, and Arts Commission for a term ending July 1, 2027. Approve the appointment of Shannon McCulligh to the Mobile Home Rent Review and Stabilization Commission as a Resident Commissioner for a term ending June 30, 2024. Approve the reappointment of Linda Moreno to the Civil Service Board for a term ending June 30, 2027. Councilmember Arias moved this item to Contested Consent to get clarification on the appointment and reappointment process. Council discussion on this item included: The replacement of Commissioner McCoy and Commissioner Parkes; why the appointing authority is seeking the replacement of the two commissioners; continue to have the termed-out City of Fresno ***Subject to Mayoral Veto Page 14 May 25, 2023City Council Meeting Minutes commissioners serve; the implementation of Measure P; the qualifications of the newly appointed commissioners; filling the seat of Commissioner Parkes with Kelly Kucharski and Commissioner McCoy remaining on the commission. Motion to approve to amend removing the appointment of Christina Soto. On motion of Council President Maxwell, seconded by Councilmember Karbassi, that the above Action Item be APPROVED AS AMENDED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 1.-M.ID 23-775 Approve the award of a purchase contract to Samsara Network Inc. of San Francisco, California, to provide a citywide municipal fleet management solution for vehicle telematics, engine trouble codes, emissions testing, and asset tracking in the amount of $613,500 for city vehicles and equipment Councilmember Arias moved this item to Contested Consent to discuss the highest bidder and provide the rational for recommending the vendor Council discussion on this item included: can the staff find a cheaper vendor that meets the needs of the contract; the impacts of the item if council tables the matter until budget hearings; when the current system expires; and how long it has been non-operational. APPROVED On motion of Councilmember Arias, seconded by Vice President Perea, that the above Action Item be APPROVED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 1.-N.ID 23-729 ***RESOLUTION - Adopting the 39th Amendment to the Annual Appropriation Resolution (AAR) No. 2022-154 to appropriate $621,200 for various projects in the Information Services Department (Requires 5 Affirmative Votes) (Subject to Mayor’s Veto) Councilmember Arias moved this item to Contested Consent to discuss the various items and the carryover funds. City of Fresno ***Subject to Mayoral Veto Page 15 May 25, 2023City Council Meeting Minutes Council discussion on this item included: the carryover funds; how much of the general fund is being used; what office space is being reconfigured with the carryover money, and when the radio communications upgrade project will be completed. RESOLUTION 2023-147 ADOPTED On motion of Councilmember Arias, seconded by Councilmember Bredefeld, that the above Action Item be APPROVED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 1.-Q.ID 23-802 Approve use of Fresno Municipal Code Section 4-502(d), Design Build Qualification Method of procurement for automation and video surveillance at the City of Fresno Parking Garages. Councilmember Arias moved this item to Contested Consent to discuss the timeline of upgrades to the parking garages. Council discussion on this item included: automation of the ticket booths and when staff will bring an award of contract for the automation and video cameras. APPROVED On motion of Councilmember Arias, seconded by Councilmember Karbassi, that the above Action Item be APPROVED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 1.-X.ID 23-773 Actions pertaining to transmission grid main reimbursements: 1.RESOLUTION - Making findings under the California Environmental Quality Act (CEQA) that the proposed changes to portions of the Fresno Municipal Code and Master Fee Schedule concerning transmission grid mains and associated reimbursements are not a project pursuant to CEQA Guidelines Section 15378. 2.BILL - (For introduction) - Repealing Section 6-516 of the Fresno City of Fresno ***Subject to Mayoral Veto Page 16 May 25, 2023City Council Meeting Minutes Municipal Code and amending Section 6-501(ee) relating to transmission grid mains and associated reimbursements. 3.***RESOLUTION - 577th amendment to the Master Fee Resolution No. 80-420 to repeal transmission grid credit /reimbursement amounts under the Public Utilities section. (Subject to Mayor’s Veto) Councilmember Chavez moved this item to Contested Consent but had no further questions when the item was heard. There was no staff presentation and no Council discussion. RESOLUTION 2023-150 ADOPTED RESOLUTION 2023-151 ADOPTED BILL B-15 APPROVED, INTRODUCED AND LAID OVER On motion of Councilmember Chavez, seconded by Councilmember Arias, that the above Action Item be APPROVED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 1.-CC.ID 23-757 Actions pertaining to the Caltrans Art Project at San Pablo Park at State Route 180 and Belmont Avenue (Council District 3): 1. ***RESOLUTION - Adopt the 42nd Amendment to the Annual Appropriations Resolution No. 2022-154, in the amount of $648,600, to allow the San Pablo Park - Caltrans Art project to move forward with the execution of project-related agreements (Requires 5 Affirmative Votes) (Subject to Mayor’s Veto) 2. Approve the Transportation Art Agreement - Clean California Beautification Fund Contribution between the City of Fresno and California Department of Transportation (Caltrans), in the amount of $675,000 for project management, contract administration and procurement of transportation art on behalf of Caltrans 3. Affirm the City Manager’s determination that Fresno Arts Council is uniquely qualified 4. Approve the Agreement between City of Fresno and Fresno Arts Council, Inc. of Fresno CA, a uniquely qualified consultant, in the amount of $642,600 for procurement of transportation art on behalf of the City of Fresno Councilmember Bredefeld moved this item to Contested Consent to discuss the artist selection process and the criteria of the art being is selected. RESOLUTION 2023-152 ADOPTED City of Fresno ***Subject to Mayoral Veto Page 17 May 25, 2023City Council Meeting Minutes On motion of Councilmember Bredefeld, seconded by Councilmember Karbassi, that the above Action Item be APPROVED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 1. -MM. ID 23-833 Bill - (For introduction) Adding Article 21 and Article 22 to Chapter 10 of the Fresno Municipal Code, Prohibiting Impeding on Sidewalks Within 500 Feet from Sensitive Areas Including Schools, Childcare Facilities, Public Parks, Public Libraries, Warming and Cooling Centers, and City-Permitted Shelters for the Unhoused. Councilmember Arias moved this item to Contested Consent to address clarifying points based on public comment received. Councilmember Arias and Councilmember Bredefeld introduced the item to Council. Council discussion on this item included: the logistics of enforcement; who will be doing the enforcement; the consequences of violating the ordinance; if shopping centers are covered; what are the legal restrictions for the city to respond and what the process is; ensuring the city is within the Boise ruling; have other cities have been sued for not having a provision; does the ordinance apply to food vendors; if Section 3 is tied to sensitive uses; if there is an ordinance already in place that addressed obstruction of public right-of-way; the inclusion of residential neighborhoods and why the ordinance does not address railroad, canals or freeways. Motion to approve and adhere to State law, protect the mobile and Retail temporary vendors, and return for a review in three months. BILL B-16 APPROVED AS AMENDED, INTRODUCED AND LAID OVER On motion of Councilmember Arias, seconded by Councilmember Bredefeld, that the above Action Item be APPROVED. The motion carried by the following vote: Aye:Esparza, Maxwell, Karbassi, Arias, Chavez and Bredefeld6 - No:Perea1 - 2. SCHEDULED COUNCIL HEARINGS AND MATTERS 10:00 A.M. City of Fresno ***Subject to Mayoral Veto Page 18 May 25, 2023City Council Meeting Minutes ID 23-809 HEARING to adopt Resolutions and Ordinance to annex territory and levy a Special Tax regarding City of Fresno Community Facilities District Number 18, Annexation Number 002 (T6212, located on the southwest corner of North Parc West Drive and North Grantland Avenue; T 6276, located on the northwest corner of North Parc West Drive and North Grantland Avenue; T6350, located on the northeast corner of North Parc West Drive and West Holland Avenue) (District 1) 1.***RESOLUTION - to Annex Territory to Community Facilities District No. 18 and Authorizing the Levy of a Special Tax for Annexation No. 002 (Subject to Mayor’s Veto) 2.***RESOLUTION - Calling Special Mailed-Ballot Election (Subject to Mayor’s Veto) 3.***RESOLUTION - Declaring Election Results (Subject to Mayor’s Veto) 4.***BILL - (For introduction and adoption) - Levying a Special Tax for the Property Tax Year 2022-2023 and Future Tax Years Within and Relating to Community Facilities District No. 18, Annexation No. 002 (Subject to Mayor’s Veto) The above hearing was called to order at 11:43 A.M. There was no staff presentation, no Council discussion. Upon call, the following member of the public address Council: Lisa Flores. The public comment period closed at 11:48 A.M. RESOLUTION 2023-159 ADOPTED RESOLUTION 2023-160 ADOPTED RESOLUTION 2023-161 ADOPTED BILL B-17 INTRODUCED/ADOPTED AS ORDINANCE 2023-015 On motion of Vice President Perea, seconded by Councilmember Arias, that the above Action Item be ADOPTED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 10:05 A.M. ID 23-764 HEARING to adopt resolutions and ordinance to annex territory and levy a special tax regarding City of Fresno Community Facilities District No. 11, Annexation Number 142 (Final Tract Map Number 6350) (located on the northeast corner of North Parc West Drive and West Holland Avenue ) (Council District 1) 1.***RESOLUTION - to Annex Territory to Community Facilities City of Fresno ***Subject to Mayoral Veto Page 19 May 25, 2023City Council Meeting Minutes District No. 11 and Authorizing the Levy of a Special Tax for Annexation No. 142 (Subject to Mayor’s Veto) 2.***RESOLUTION - Calling Special Mailed-Ballot Election (Subject to Mayor’s Veto) 3.***RESOLUTION - Declaring Election Results (Subject to Mayor’s Veto) 4.***BILL - (For introduction and adoption) - Levying a Special Tax for the Property Tax Year 2022-2023 and Future Tax Years Within and Relating to Community Facilities District No. 11, Annexation No. 142 (Subject to Mayor’s Veto) The above hearing was called to order at 11:48 A.M. There was no staff presentation, no Council discussion, and no public comment. The public comment period closed at 11:48 A.M. RESOLUTION 2023-162 ADOPTED RESOLUTION 2023-163 ADOPTED RESOLUTION 2023-164 ADOPTED BILL B-18 INTRODUCED/ADOPTED AS ORDINANCE 2023-016 On motion of Vice President Perea, seconded by Councilmember Karbassi, that the above Action Item be ADOPTED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 10:10 A.M. ID 23-731 HEARING to adopt resolutions and ordinance to annex territory and levy a special tax regarding City of Fresno Community Facilities District No. 11, Annexation No. 143 (Final Tract Map No. 6370) (Located on the west side of North Chestnut Avenue and East Powers Avenue) (Council District 6) 1.***RESOLUTION - to Annex Territory to Community Facilities District No. 11 and Authorizing the Levy of a Special Tax for Annexation No. 143 (Subject to Mayor’s Veto) 2.***RESOLUTION - Calling Special Mailed-Ballot Election (Subject to Mayor’s Veto) 3.***RESOLUTION - Declaring Election Results (Subject to Mayor’s Veto) 4.***BILL - (For introduction and adoption) - Levying a Special Tax for the Property Tax Year 2022-2023 and Future Tax Years Within and Relating to Community City of Fresno ***Subject to Mayoral Veto Page 20 May 25, 2023City Council Meeting Minutes Facilities District No. 11, Annexation No. 143 (Subject to Mayor’s Veto) The above hearing was called to order at 11:49 A.M. There was no staff presentation, no Council discussion, and no public comment. The public comment period closed at 11:49 A.M. RESOLUTION 2023-165 ADOPTED RESOLUTION 2023-166 ADOPTED RESOLUTION 2023-167 ADOPTED BILL B-19 INTRODUCED/ADOPTED AS ORDINANCE 2023-017 On motion of Councilmember Bredefeld, seconded by Vice President Perea, that the above Action Item be ADOPTED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 10:15 A.M. ID 23-820 Appearance by Joe Morales to discuss American Ambulance. (District 7 Resident) Joe Morales appeared and addressed Council. APPEARED 10:18 A.M. ID 23-821 Appearance by Josie Morales to discuss American Ambulance. (District 7 Resident) Lisa Morales appeared on behalf of Josie Morales and addressed Council. APPEARED 10:21 A.M. ID 23-822 Appearance by Virginia Torres to discuss American Ambulance. (District 7 Resident) Virginia Morales appeared and addressed Council. APPEARED City of Fresno ***Subject to Mayoral Veto Page 21 May 25, 2023City Council Meeting Minutes 3. GENERAL ADMINISTRATION 3.-A.ID 23-746 Actions pertaining to the replacement of customer relationship management software (Bid File 12300269) (Citywide): 1.Award a contract to Incapsulate, LLC for the Customer Relationship Management Replacement solution and implementation services in the amount of $395,723.80 for one year with the option of four, five-year extensions. 2.Approve the purchase of Salesforce cloud subscription licenses from Carahsoft Technology Corporation, at government approved pricing, in the amount of $610,343.91. The above item was presented to Council by Dilshad Albert with Incapsulate and Information Services Director Horn. Council discussion on this item included: if the system can be conformed and be integrated with other city's software; continuing the matter to allow staff to test the software system; providing Council the access to test the software system; the responses to be accurate; who will have access; access to the data of the complaints per district and what categories do the complaints fall. Motion to continue the matter to June 8, 2023. On motion of Council President Maxwell, seconded by Councilmember Arias, that the above Action Item be CONTINUED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - 3.-B.ID 23-808 WORKSHOP - Advanced Clean Fleets Regulation The above workshop was presented to Council by General Services Director Barr. Council discussion on this item included: charging capacity; grants for installing the hardware; have the labor unions expressed concerns; environmental tax passed on the rate payers; what impact will be on the city; out of cost with keeping storing the backup vehicles; what are the penalties for not complying, and the size of the fleet in the city. City of Fresno ***Subject to Mayoral Veto Page 22 May 25, 2023City Council Meeting Minutes PRESENTED 3.-C.ID 23-818 Progress of Code Enforcement, including ASET Quarterly report. The above item was presented to Council by City Attorney Janz, Assistant City Attorney Roberson, and Chief Assistant City Attorney Camarena. Council discussion on this item included: the number of cases closed by the Council district, providing the council with the ratio of cases closed vs. cases opened, and the acknowledgment of the staff for their quick response and follow through. PRESENTED 4. CITY COUNCIL 5. CLOSED SESSION During open session, City Attorney Janz announced the items that would be discussed in closed session. Council withdrew to closed session at 3:47 P.M. 5.-A.ID 23-124 CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) Raymond Gonzalez, et al. v. City of Fresno, et al; Eastern District Court Case No.: 1:16-cv-01914 JLT SAB The above item was discussed in closed session. There were no open session announcements regarding this item. DISCUSSED 5.-B.ID 23-448 CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) Case Name: Pamela Motley, et al. v. Fresno Police Officer Joseph Smith, et al; District Court Case No.: 15-CV-00905 BAM. The above item was discussed in closed session. There were no open session announcements regarding this item. City of Fresno ***Subject to Mayoral Veto Page 23 May 25, 2023City Council Meeting Minutes DISCUSSED 5.-C.ID 23-761 CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) California Automobile Insurance Company, et al. v. City of Fresno, et al.; Fresno Superior Court: 20CECG01785 The above item was discussed in closed session. There were no open session announcements regarding this item. DISCUSSED 5.-D.ID 23-834 CONFERENCE WITH LABOR NEGOTIATORS - Government Code Section 54957.6 City Negotiators: TJ Miller Employee Organizations: 1.International Union of Operating Engineers, Stationary Engineers, Local 39 (Local 39); 2. Fresno City Employees Association (FCEA); 3. Fresno Police Officers Association (FPOA Basic), Unit 4; 4. International Association of Firefighters, Local 753, Unit 5 (Fire Basic); 5. Amalgamated Transit Union, Local 1027 (ATU); 6. International Brotherhood of Electrical Workers, Local 100 (IBEW); 7. Fresno Police Officers Association (FPOA Management); 8. International Association of Firefighters, Local 753, Unit 10 (Fire Management); 9. City of Fresno Professional Employees Association (CFPEA); 10. City of Fresno Management Employees Association (CFMEA); 11. Operating Engineers, Local Union No. 3, Fresno Airport Public Safety Supervisors (FAPSS); 12. Operating Engineers, Local Union No. 3, Fresno Airport Public Safety Officers (FAPSO) The above item was discussed in closed session. There were no open session announcements regarding this item. DISCUSSED 5.-E.ID 23-841 CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) Case Name: La-Kebbia Wilson, et al. v. City of Fresno, et al.; Eastern District Court Case No. 1:19-cv-01658 City of Fresno ***Subject to Mayoral Veto Page 24 May 25, 2023City Council Meeting Minutes The above item was discussed in closed session. There were no open session announcements regarding this item. DISCUSSED 5.-F.ID 23-847 CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION Government Code Section 54956.9, subdivision (d)(4): 1 potential case The above item was discussed in closed session. There were no open session announcements regarding this item. DISCUSSED ADJOURNMENT Adjourned from Open Session at 4:39 P.M. City of Fresno ***Subject to Mayoral Veto Page 25 Dra� Special Minutes of May 25, 2023 2600 Fresno Street Fresno, CA 93721 www.fresno.gov City of Fresno Meeting Minutes City Council President - Tyler Maxwell Vice President - Annalisa Perea Councilmembers: Mike Karbassi, Miguel Angel Arias, Luis Chavez, Garry Bredefeld, Nelson Esparza City Manager - Georgeanne A. White City Attorney - Andrew Janz City Clerk - Todd Stermer, CMC 9:00 AM Council Chambers (In Person and/or Electronic) Thursday, May 25, 2023 Special Meeting The City Council met in special session in the Council Chamber, City Hall, on the date and time above written. 10:25 A.M. ROLL CALL Councilmember Nelson Esparza Council President Tyler Maxwell Vice President Annalisa Perea Councilmember Mike Karbassi Councilmember Miguel Angel Arias Councilmember Luis Chavez Councilmember Garry Bredefeld Present:7 - APPROVE AGENDA ID 23-887 Notice of Special Meeting - Signed On motion of Councilmember Arias, seconded by Councilmember Chavez, that the above Action Item be APPROVED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias, Chavez and Bredefeld 7 - OPEN SESSION City of Fresno ***Subject to Mayoral Veto Page 1 May 25, 2023City Council Meeting Minutes A.ID 23-888 RESOLUTION - Finding Good Cause and Clear and Convincing Benefit to the Public Pursuant to Fresno Municipal Code Section 4-204 Relating to the Development of Property for an Affordable Housing Development APN 426-253-19 (4323-4333 N. Blackstone Avenue) THe above item was introduced to Council by Council President Maxwell. Upon call, there was no public comment and no Council discussion. RESOLUTION 2023-168 ADOPTED On motion of Council President Maxwell, seconded by Vice President Perea, that the above Action Item be ADOPTED. The motion carried by the following vote: Aye:Esparza, Maxwell, Perea, Karbassi, Arias and Bredefeld6 - Absent:Chavez1 - ADJOURNMENT Adjourned from the special meeting at 10:30 am. City of Fresno ***Subject to Mayoral Veto Page 2 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-842 Agenda Date:6/8/2023 Agenda #: 1.-B. REPORT TO THE CITY COUNCIL FROM:LANCE LIPPINCOTT, Director Economic Development Department BY:KELLY TREVINO, Assistant Director Economic Development Department SUBJECT Award a consultant services agreement to Chabin Concepts, Inc. to provide a U.S. Economic Development Administration compliant Comprehensive Economic Development Strategy for an amount not to exceed $100,000, (Bid File 12301676) RECOMMENDATION Staff recommends City Council approve the consultant services agreement with Chabin Concepts, Inc and authorize the City Manager or designee to sign agreement for services. EXECUTIVE SUMMARY In order to be eligible for U.S. Economic Development Administration (EDA) Grant funding, the City of Fresno is required to have a current Comprehensive Economic Development Strategy (CEDS). It is mandated by the EDA that this CEDS document is updated every five (5) years as well as annually as needed. The City does not have a current CEDS at this time. BACKGROUND The CEDS is a locally-based, regionally- driven economic development planning process and document that is designed to guide economic development by identifying the strengths, weaknesses and opportunities of a region. The process of creating a thoughtful and effective CEDS will engage a range of partners including community leaders, residents, educational institutions and other stakeholders, with an end goal of creating good jobs, diversifying the economy and spurring healthy economic growth. Through a formal request for qualifications (RFQ) process, a total of six (6) proposals were submitted for this project through the City’s Planet Bids portal. The proposals were reviewed by Economic Development Department staff and rated on a variety of points including: cost, conformance to the terms and conditions of the RFQ, ability to meet the stated service requirements, past performance and experience, financial stability and other related information. Staff determined that Chabin City of Fresno Printed on 6/2/2023Page 1 of 2 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-842 Agenda Date:6/8/2023 Agenda #: 1.-B. Concepts, Inc was the best suited for this project. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act (CEQA)Guidelines Section 15378, this recommendation does not qualify as a “project” as defined by CEQA. LOCAL PREFERENCE None of the proposers are considered local and none submitted a form for certification of local preference. FISCAL IMPACT Funding for the CEDS is included in the Economic Development Department’s FY 2023 budget. Attachments: RFQ 12301676 Bid Evaluation Agreement City of Fresno Printed on 6/2/2023Page 2 of 2 powered by Legistar™ REQUEST FOR QUALIFICATIONS (RFQ) FOR Consultant Services for Comprehensive Economic Development Strategy Bid File No. 12301676 Proposals Due: by March 31, 2023 by 5:00pm (PST) PROPOSAL CONTACT: Lance Lippincott Economic Development Department lance.lippincott@fresno.gov 2 PUBLIC NOTICE CITY OF FRESNO REQUEST FOR QUALIFICATIONS (RFQ) THE CITY OF FRESNO IS INVITING CONSULTANTS TO SUBMIT PROPOSALS TO PROVIDE CONSULTANT SERVICES FOR A COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY Bid File No. 12301676 The City of Fresno Economic Development Department is requesting proposals from qualified consultants to develop a U.S. Economic Development Administration compliant Comprehensive Economic Development Strategy (CEDS) for the City of Fresno. Qualified Consultants interested in submitting a proposal may download the RFQ package by visiting the City’s PlanetBids website at www.fresno.gov/finance/ under the “Bid Opportunities” subsection on the right side of the screen. For questions, contact Lance Lippincott via email at lance.lippincott@fresno.gov. Submissions are due no later than 5:00 PM (PST) on Friday March 31, 2023, via Planet Bids on the City’s website at www.fresno.gov/finance/ via the “Bid Opportunities” link on the right side of the screen. The City of Fresno reserves the right to reject any and all submissions. No consideration will be given to submissions received after the above time and date. 3 INTRODUCTION The City of Fresno (City), California is seeking written proposals from qualified consultants with a successful history of conducting U.S. Economic Development Administration compliant Comprehensive Economic Development Strategies. Work will include, but not be limited to research, community meetings, and other activities necessary to the formation of a Comprehensive Economic Development Strategy (CEDS). Location – City of Fresno Fresno (pop. 538,300) is located on 114 square miles in the lush San Joaquin Valley in the heart of California, mid-way between San Francisco and Los Angeles. Fresno is the state’s fifth largest city and the San Joaquin Valley’s largest metropolitan city. The population of Fresno County is over one million residents and has access to a market draw of over 1.5 million people within a 30-minute drive. Fresno is a rapidly growing community within a world-renowned agricultural setting, featuring a culturally diverse population. Many consider Fresno to be the perfect sized city that offers both the best of urban amenities and opportunities with the unique appeal and environment of a small town. Fresno is located just 90 minutes from the famed Yosemite National Park as well as Kings Canyon and Sequoia National Parks. Numerous lakes and two major rivers, including one of California’s finest whitewater rafting rivers, are also in Fresno’s backyard. SCOPE OF SERVICES The selected consultant shall provide professional services to help the City of Fresno assemble a United States Economic Development Administration compliant CEDS. The City of Fresno will work with the selected consultant to develop a final, comprehensive scope of work and schedule for the project. All proposals should demonstrate the consultant’s experience with the following services: Assessment, Benchmarking & Evaluation The selected consultant will conduct an economic analysis of the City of Fresno and its economic relationships to the surrounding Metropolitan Statistical Area (MSA), County, and State. The purpose of this analysis is to better understand the City of Fresno economy in the context of the larger regional economy to identify both unique opportunities for the City, and regional synergies for economic growth and diversification. During this phase of the study, the selected consultant will review previous economic studies (e.g. City/County CEDS), reports and other related information provided by the City of Fresno to ensure that developed strategies mesh with existing plans while remaining distinct and specific to the City of Fresno. To the degree possible, City of Fresno staff will provide requested local data to the selected consultant, with the understanding that the Consultant may have more accurate and convenient sources of data available. Selected consultant will inform City of Fresno staff of data gaps deemed necessary to the plan and will provide relevant solutions. City of Fresno staff will also provide information regarding its current economic development programs, staffing and budget, as well as a listing and general function of its local economic development partners. The assessment, benchmarking and evaluation portion should include : 4 1. Demographic Analysis – The report should contain a detailed demographic profile of the City of Fresno. The demographic profile shall consider such factors as population, household income, wealth and credit levels, the impact of poverty, education levels, property values and trends in property ownership, skills gaps, joblessness and underemployment, among others, for up to the past ten years. 2. Local (City) Economic Assessment – Produce a report containing a detailed analysis of the City of Fresno’s economic base including: a. First Tier: An overview of the City’s economy and the drivers responsible for the majority of the economic activity in the City. The Local Economic Analysis shall include the following information, at minimum: the private employers with the largest number of employees in the City; largest government employers in the City; industries that are employing the most people within the City; employers that employ the most City residents; businesses that produce the most sales tax revenue for the City; businesses that produce the most earnings tax revenue for the City; and identifying sectors of the economy that produce the most employment and generate the most tax revenues to the City. b. Second Tier: An Overview of the micro-enterprise, small business and gig economy components of the economic activity within the City. c. Analyze current economic trends and determine their impact on the City’s future economic composition. d. Identify the City of Fresno’s position within the greater area (State, Central Valley, MSA, etc.), how the shared economies interact, and how each business sector contributes to the local economy. e. SWOT analysis to identify major strengths, weaknesses, opportunities and threats in the market, particularly as they compare to similar, competitive (or emerging competitive) markets. SWOT analysis to include identification and evaluation of exposure to systemic risks or ‘shocks,’ and overall health of the local economy. Market & Industry Cluster Analysis The Industry Cluster Analysis portion of this plan is intended to identify the economic sectors in which the City is currently, or with some effort, could be capable of becoming highly competitive at the national and global scale. Following identification of target industries, this portion of the plan should lay out action-oriented strategies for building upon and growing these sectors with the goal of creating a diverse, sustainable and resilient economy that is sufficient to support the needs of the City and its population. To address the resilience of these industries, risks associated with their stability and growth in the City shall be identified and factored into this part of the analysis. In addition to identifying industry sectors at the global scale in which the City is competitive, another objective is to identify the local industry clusters that enable the City to stand out within the region and identify strategies for resiliency. Examples of these types of industries could stem from entertainment, tourism, healthcare, agriculture, manufacturing etc. 1. Identify industries by three-digit NAICS in the City that are: a. Dominant and expected to grow; b. Dominant but waning due to industry/economic/technological or other trends or lack of infrastructure; 5 c. Emerging and a good match for the City of Fresno; expected to grow; and, d. Currently non-existent but for which a good match exists. 2. Analysis of global trends, drivers and risks affecting existing industry clusters 3. Workforce: Occupational cluster analysis. Identify the key occupations where the City has a competitive advantage against other parts of the country/state, and show how the City can leverage these strengths to grow our industry sub-clusters and/or create new ones. Concurrently developed WIOA strategic plans, and workforce development plans developed for the City of Fresno may be incorporated in this section in lieu of independent research. 4. Benchmark analysis of the top industry sub-clusters with opportunity for growth Economic Resilience/Best Practices A strong and resilient economy requires a myriad of elements to be successful. These elements range from a vibrant entrepreneurial culture and small business growth, to a vibrant and dynamic workforce. In this section of the plan, the City of Fresno is seeking best practices in these and many other areas that are critical to our economic success. Identify key best practices for City of Fresno to pursue as determined by the following priorities: 1. Identify talent development best practices, particularly around upskilling of current residents, and the City’s role in this type of work. a. Provide recommendations for maximizing the City’s entrepreneurial & small business ecosystem including strategies for recruiting early-stage companies and entrepreneurs. b. Recommend strategies for the City to best leverage the available incubator assets for growth. c. Identify local, state, and national incentive programs that will help attract, retain, and facilitate expansion of businesses in the City of Fresno. d. Provide the top ten opportunities that the City can pursue to grow its tax base as efficiently as possible to continue to provide a high quantity and quality of services to its residents. Identification and Prioritization of Infrastructure Projects The selected consultant will provide a listing and description of City of Fresno infrastructure projects that would be eligible for EDA funding, and a ranking of prioritization based on total impact in the local area. CONTENTS OF PROPOSAL Executive Summary A letter of introduction signed by an authorized representative of the consultant (limited to three pages) that provides an executive summary of the consultant’s experience relevant to the scope of work described in this RFQ. This summary must also highlight why the consultant is best suited to provide the services desired by the City and description of at least three previous comparable projects the consultant has managed for organizations of similar size and complexity. 6 Vendor Information Consultant must provide a company profile. Information provided shall include:  Name, address and telephone number of the organization’s point of contact.  Consultant’s background/history and why they are qualified and the best choice to provide the services described in this RFQ.  Length of time consultant has been providing services described in this RFQ to the public and/or private sector. Please provide a brief description. Subcontractor Information No subcontracts will be authorized for this project. Representative Resumes Consultant must submit a resume for each key member of the project team. Resumes should highlight staff members’ experience as it relates to this project. References The consultant must supply a minimum of three prior references representative of organizations of similar size and similar work required by this project. References must include contact name and telephone number at the reference's place of business. Information to include:  Client name  Contact name and title  Contact information  Project description  Project dates (starting and ending)  Cost of the project Cost Proposal Consultant must provide a complete cost proposal based on the scope of services set forth in this RFQ. Cost should include any travel expenses. Any costs for development or preparation of materials must be stated. Additional expenses will not be allowed unless specified in the proposal. The total cost shall be stated as a not-to-exceed price. 7 Response Requirements: (See above Components) The City hereby notifies all consultants that no person shall be excluded from participation in, denied any benefits of, or otherwise discriminated against in connection with the award and performance of any contract on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Submissions are Final No corrections or modifications to the proposal may be made after the due date. Confidentiality of Submissions While the City shall endeavor to keep any confidential information private, it reserves the right to release the name of all consultants, as well as a summary of their proposals, to the media, the public, or any party that requests it. Inquiries Questions pertaining to the RFQ should be directed to Lance Lippincott, via email at Lance.Lippincott@fresno.gov. Submission Instructions Responses are to be submitted electronically only via Planet Bids on the City’s Website at www.fresno.gov/finance/ via the “Bid Opportunities” link on the right side of the screen. All responses are due by March 31, 2023 before 5:00pm. Conflict of Interest The City of Fresno is attempting to avoid conflict of interest or any appearance of conflict of interest. Therefore, all consultants and their sub-contractors are required to provide a Disclosure of Conflict of Interest (Exhibit C). Provide a statement of conflict you, your firm, and/or other key staff may have regarding these services. The statement should not only include actual conflicts, but also any working relationships that may be perceived by disinterested parties as a conflict. If there are no potential conflicts of interest identified, state such in your proposal. Complete and return Exhibit C – Disclosure of Conflict of Interest as part of the RFQ for the consultant and each subcontractor. a. By submission of a proposal, the consultant acknowledges that it has read and thoroughly understands the Scope of Services; agrees to all terms and conditions stated herein in the attached Agreement form without exception, acknowledges the consultant can meet all the insurance requirements without exception; and acknowledges that it can perform all tasks, as required. Local Preference Fresno Municipal Code Section 4-109, LOCAL PREFERENCE IN CONTRACTING FOR SERVICES, provides for a local preference. Portions pertinent to this Contract are paraphrased as follows: Except for those contracts funded by the federal or state government when such funding 8 would be jeopardized because of this preference, the City of Fresno shall, in contracting for consulting services, give a primary preference to local firms, when such firms have the necessary qualifications, experience and expertise to complete the project being proposed, as determined by the City. A secondary preference shall be given to non-local firms which form an association for pecuniary profit with local firms for the project, wherein the benefit to the local firm(s) is an amount greater than 15% of the total contract price. The consultant shall certify, under penalty of perjury, that the consultant qualifies as a local firm. The preference is waived if the certification does not appear on the proposal. "Local firm" shall mean a firm with a fixed primary or branch office within a twenty-five mile radius of Fresno City Hall, located at 2600 Fresno Street in the City of Fresno, and a majority of the work on the project will be performed by employees who are permanently assigned to such office prior to the city requesting proposals for the project and whose regular duties would include local work on other than City projects. Consultant shall submit the form CERTIFICATION FOR LOCAL PREFERENCE with their proposal if they seek the benefit of local preference. CONSULTANT SELECTION Responses will be evaluated by a Review Committee (Committee). Following the evaluation of the responses, the Committee may elect to interview some or all of the consultants or may otherwise seek clarification or amplification of the material submitted or may reject all responses. The Committee reserves the right to hold interviews or select a preferred response without interviews. The recommendation for selection will be made based on criteria related to qualifications, project objectives, demonstrated experience, financial capacity, soundness, capacity to perform the proposed scope within the timeframe, and any other factors, whether quantifiable or not. The Committee reserves the right to reject all responses or to waive minor irregularities. The Committee will make its recommendation to the City. The City reserves the right to make the selection of a consultant based on any or all factors of value, whether quantitatively identifiable or not, including, but not limited to, the anticipated initiative and ability of the consultant to perform the services set forth herein. The City may enter into negotiations with one or more consultants concurrently. The City will select the consultant who the City determines provides the best value to the City, in its sole discretion. The City has no obligation to enter into an agreement with any party as a result of their response to this offering. This RFQ does not commit the City of Fresno to enter into a contract or to pay any costs incurred in the preparation of the RFQ. The City of Fresno reserves the right to accept or reject any RFQ's, and to negotiate with any qualified consultant, or to cancel in part or in its entirety this solicitation for RFQ's. The award of any agreement may be subject to Fresno City Council approval. GENERAL INFORMATION Regulated Communications The Regulated Communications in City Procurement Process Ordinance (Article 6, 9 Chapter 4 of the Fresno Municipal Code) became effective May 7, 2004. With certain specified exceptions, the Ordinance provides that no Respondent, Bidder, Agency (as the case may be) shall initiate, engage in, or continue any communication to or with any City elected official concerning or touching upon any matter which is the subject of this competitive procurement process. Any Respondent, Bidder, Agency or elected official (as the case may be) who initiates, engages in, continues in, or receives any regulated communication shall file the written disclosure required by the Regulated Communications in City Procurement Process Ordinance. Any Respondent, Bidder, or Agency violating the Regulated Communications in City Procurement Process Ordinance may be disqualified from participating in this procurement process and/or determined to be non-responsible. Additionally, the City may set aside the award of a contract, prior to its execution, to a party found to have violated the Ordinance. Note: The full text of Fresno Municipal Code, Chapter 4, Article 6 may be read at the following website: http://www.municode.com/Resources/gateway.asp?pid=14478&sid=5. Debarment A Bidder may be debarred from bidding or proposing upon or being awarded any contract with the City, or from being a subcontractor or supplier at any tier upon such contract, in accordance with the procedures in Fresno Municipal Code Section 4-104 adopted by Council on May 17, 2018. The initial period of any such debarment shall not be less than one year and may be permanent depending on the violation. A Bidder may request a hearing, in accordance with Fresno Municipal Code Section 4-104, upon receipt of a notice of proposed debarment from the City Manager or designee. A copy of the ordinance may be obtained from the City Clerk’s Office, 2600 Fresno Street, Fresno, California 93721. Professional and General Liability Insurance Professional liability insurance (errors and omissions) will be required for this project in accordance with Exhibit B. The City’s standard contract will be used, which includes a conflict of interest statement and completion of a statement of economic interest. Approval by City Council Any contract exceeding $50,000 shall be subject to the approval of the City Council in accordance with the Fresno Municipal Code. Consultant Agreement The City will be utilizing a Standard City Consultant Agreement (Appendix A). This agreement is provided as a sample. The City may modify the agreement or use another agreement at its own discretion. Copies of the City’s Selection Policies provided upon request. 1 0 Appendices  Appendix A – Standard Consultant Contract  Appendix B – Certification for Local Preference Appendix A Standard Consultant Contract -8- AGREEMENT CITY OF FRESNO, CALIFORNIA CONSULTANT SERVICES THIS AGREEMENT (Agreement) is made and entered into effective on , by and between the CITY OF FRESNO, a California municipal corporation (CITY), and [Consultant Name], [Legal Identity] (CONSULTANT). RECITALS WHEREAS, CITY desires to obtain professional [Kind of Service] services for [Describe Project] (Project); and WHEREAS, CONSULTANT is engaged in the business of furnishing services as a [Consultant's Profession] and hereby represents that it desires to and is professionally and legally capable of performing the services called for by this Agreement; and WHEREAS, CONSULTANT acknowledges that this Agreement is subject to the requirements of Fresno Municipal Code Section 4-107 and Administrative Order No. 6- 19; and WHEREAS, this Agreement will be administered for CITY by its (Administrator) or designee. AGREEMENT NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, and premises hereinafter contained to be kept and performed by the respective parties, it is mutually agreed as follows: 1. Scope of Services. CONSULTANT shall perform to the satisfaction of CITY the services described in Exhibit A, including all work incidental to, or necessary to perform, such services even though not specifically described in Exhibit A. 2. Term of Agreement and Time for Performance. This Agreement shall be effective from the date first set forth above (Effective Date) and shall continue in full force and effect through [End Date], subject to any earlier termination in accordance with this Agreement. The services of CONSULTANT as described in Exhibit A are to commence upon the Effective Date and shall be completed in a sequence assuring expeditious completion, but in any event, all such services shall be completed prior to expiration of this Agreement and in accordance with any performance schedule set forth in Exhibit A. 3. Compensation. (a) CONSULTANT’S sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement shall be a total fee not to exceed [Fee Amount: e.g. Five Hundred Dollars ($500.00)], paid on the basis of the rates set forth in the schedule of fees and expenses contained in Exhibit A. (b) Detailed statements shall be rendered monthly for services performed in the preceding month and will be payable in the normal course of CITY business. CITY shall not be obligated to reimburse any expense for which it has not received a detailed invoice with applicable copies of representative and identifiable receipts or records substantiating such expense. -9- (c) The parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification shall include an adjustment to CONSULTANT’S compensation. Any change in the scope of services must be made by written amendment to the Agreement signed by an authorized representative for each party. CONSULTANT shall not be entitled to any additional compensation if services are performed prior to a signed written amendment. 4. Termination, Remedies and Force Majeure. (a) This Agreement shall terminate without any liability of CITY to CONSULTANT upon the earlier of: (i) CONSULTANT’S filing for protection under the federal bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party against CONSULTANT; (ii) 7 calendar days prior written notice with or without cause by CITY to CONSULTANT; (iii) CITY’S non-appropriation of funds sufficient to meet its obligations hereunder during any CITY fiscal year of this Agreement, or insufficient funding for the Project; or (iv) expiration of this Agreement. (b) Immediately upon any termination or expiration of this Agreement, CONSULTANT shall (i) immediately stop all work hereunder; (ii) immediately cause any and all of its subcontractors to cease work; and (iii) return to CITY any and all unearned payments and all properties and materials in the possession of CONSULTANT that are owned by CITY. Subject to the terms of this Agreement, CONSULTANT shall be paid compensation for services satisfactorily performed prior to the effective date of termination. CONSULTANT shall not be paid for any work or services performed or costs incurred which reasonably could have been avoided. (c) In the event of termination due to failure of CONSULTANT to satisfactorily perform in accordance with the terms of this Agreement, CITY may withhold an amount that would otherwise be payable as an offset to, but not in excess of, CITY’S damages caused by such failure. In no event shall any payment by CITY pursuant to this Agreement constitute a waiver by CITY of any breach of this Agreement which may then exist on the part of CONSULTANT, nor shall such payment impair or prejudice any remedy available to CITY with respect to the breach. (d) Upon any breach of this Agreement by CONSULTANT, CITY may (i) exercise any right, remedy (in contract, law or equity), or privilege which may be available to it under applicable laws of the State of California or any other applicable law; (ii) proceed by appropriate court action to enforce the terms of the Agreement; and/or (iii) recover all direct, indirect, consequential, economic and incidental damages for the breach of the Agreement. If it is determined that CITY improperly terminated this Agreement for default, such termination shall be deemed a termination for convenience. (e) CONSULTANT shall provide CITY with adequate written assurances of future performance, upon Administrator’s request, in the event CONSULTANT fails to comply with any terms or conditions of this Agreement. (f) CONSULTANT shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of CONSULTANT and without its fault or negligence such as, acts of God or the public enemy, acts of CITY in its contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. CONSULTANT shall notify Administrator -10- in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, and shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to Administrator of the cessation of such occurrence. 5. Confidential Information and Ownership of Documents. (a) Any reports, information, or other data prepared or assembled by CONSULTANT pursuant to this Agreement shall not be made available to any individual or organization by CONSULTANT without the prior written approval of the Administrator. During the term of this Agreement, and thereafter, CONSULTANT shall not, without the prior written consent of CITY, disclose to anyone any Confidential Information. The term Confidential Information for the purposes of this Agreement shall include all proprietary and confidential information of CITY, including but not limited to business plans, marketing plans, financial information, materials, compilations, documents, instruments, models, source or object codes and other information disclosed or submitted, orally, in writing, or by any other medium or media. All Confidential Information shall be and remain confidential and proprietary in CITY. (b) Any and all writings and documents prepared or provided by CONSULTANT pursuant to this Agreement are the property of CITY at the time of preparation and shall be turned over to CITY upon expiration or termination of the Agreement. CONSULTANT shall not permit the reproduction or use thereof by any other person except as otherwise expressly provided herein. (c) If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this Section 5. (d) This Section 5 shall survive expiration or termination of this Agreement. 6. Professional Skill. It is further mutually understood and agreed by and between the parties hereto that inasmuch as CONSULTANT represents to CITY that CONSULTANT and its subcontractors, if any, are skilled in the profession and shall perform in accordance with the standards of said profession necessary to perform the services agreed to be done by it under this Agreement, CITY relies upon the skill of CONSULTANT and any subcontractors to do and perform such services in a skillful manner and CONSULTANT agrees to thus perform the services and require the same of any subcontractors. Therefore, any acceptance of such services by CITY shall not operate as a release of CONSULTANT or any subcontractors from said professional standards. 7. Indemnification. To the furthest extent allowed by law, CONSULTANT shall indemnify, hold harmless and defend CITY and each of its officers, officials, employees, agents, and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage), and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees, litigation expenses and costs to enforce this agreement) that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of CONSULTANT, its principals, officers, employees, agents, or volunteers in the performance of this Agreement. -11- If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall require each subcontractor to indemnify, hold harmless and defend CITY and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Agreement. 8. Insurance. (a) Throughout the life of this Agreement, CONSULTANT shall pay for and maintain in full force and effect all insurance as required in Exhibit B, which is incorporated into and part of this Agreement, with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide, or (ii) as may be authorized in writing by CITY'S Risk Manager or designee at any time and in its sole discretion. The required policies of insurance as stated in Exhibit B shall maintain limits of liability of not less than those amounts stated therein. However, the insurance limits available to CITY, its officers, officials, employees, agents, and volunteers as additional insureds, shall be the greater of the minimum limits specified therein or the full limit of any insurance proceeds to the named insured. (b) If at any time during the life of the Agreement or any extension, CONSULTANT or any of its subcontractors/sub-consultants fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to CONSULTANT shall be withheld until notice is received by CITY that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to CITY. Any failure to maintain the required insurance shall be sufficient cause for CITY to terminate this Agreement. No action taken by CITY pursuant to this section shall in any way relieve CONSULTANT of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by CITY that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent. (c) The fact that insurance is obtained by CONSULTANT shall not be deemed to release or diminish the liability of CONSULTANT, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify CITY shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CONSULTANT. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of CONSULTANT, its principals, officers, agents, employees, persons under the supervision of CONSULTANT, vendors, suppliers, invitees, consultants, sub- consultants, subcontractors, or anyone employed directly or indirectly by any of them. (d) If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall require each subcontractor/sub-consultant to provide insurance protection, as an additional insured, to the CITY and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of this section, except that any required certificates and applicable endorsements shall be on file with CONSULTANT and CITY prior to the -12- commencement of any services by the subcontractor. CONSULTANT and any subcontractor/sub-consultant shall establish additional insured status for CITY, its officers, officials, employees, agents, and volunteers by using Insurance Service Office (ISO) form CG 20 10 11 85 or CG 20 26 04 13 or by an executed manuscript company endorsement providing additional insured status as broad as that contained in ISO Form CG 20 10 11 85. 9. Conflict of Interest and Non-Solicitation. (a) Prior to CITY’S execution of this Agreement, CONSULTANT shall complete a City of Fresno conflict of interest disclosure statement in the form as set forth in Exhibit C. During the term of this Agreement, CONSULTANT shall have the obligation and duty to immediately notify CITY in writing of any change to the information provided by CONSULTANT in such statement. (b) CONSULTANT shall comply, and require its subcontractors to comply, with all applicable (i) professional canons and requirements governing avoidance of impermissible client conflicts; and (ii) federal, state and local conflict of interest laws and regulations including, without limitation, California Government Code Section 1090 et. seq., the California Political Reform Act (California Government Code Section 87100 et. seq.) and the regulations of the Fair Political Practices Commission concerning disclosure and disqualification (2 California Code of Regulations Section 18700 et. seq.). At any time, upon written request of CITY, CONSULTANT shall provide a written opinion of its legal counsel and that of any subcontractor that, after a due diligent inquiry, CONSULTANT and the respective subcontractor(s) are in full compliance with all laws and regulations. CONSULTANT shall take, and require its subcontractors to take, reasonable steps to avoid any appearance of a conflict of interest. Upon discovery of any facts giving rise to the appearance of a conflict of interest, CONSULTANT shall immediately notify CITY of these facts in writing. (c) In performing the work or services to be provided hereunder, CONSULTANT shall not employ or retain the services of any person while such person either is employed by CITY or is a member of any CITY council, commission, board, committee, or similar CITY body. This requirement may be waived in writing by the City Manager, if no actual or potential conflict is involved. (d) CONSULTANT represents and warrants that it has not paid or agreed to pay any compensation, contingent or otherwise, direct or indirect, to solicit or procure this Agreement or any rights/benefits hereunder. (e) Neither CONSULTANT, nor any of CONSULTANT’S subcontractors performing any services on this Project, shall bid for, assist anyone in the preparation of a bid for, or perform any services pursuant to, any other contract in connection with this Project unless fully disclosed to and approved by the City Manager, in advance and in writing. CONSULTANT and any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third party in connection with this Project unless such interest is in accordance with all applicable law and fully disclosed to and approved by the City Manager, in advance and in writing. Notwithstanding any approval given by the City Manager under this provision, CONSULTANT shall remain responsible for complying with Section 9(b), above. (f) If CONSULTANT should subcontract all or any portion of the work to -13- be performed or services to be provided under this Agreement, CONSULTANT shall include the provisions of this Section 9 in each subcontract and require its subcontractors to comply therewith. (g) This Section 9 shall survive expiration or termination of this Agreement. 10. Recycling Program. In the event CONSULTANT maintains an office or operates a facility(ies), or is required herein to maintain or operate same, within the incorporated limits of the City of Fresno, CONSULTANT at its sole cost and expense shall: (a) Immediately establish and maintain a viable and ongoing recycling program, approved by CITY’S Solid Waste Management Division, for each office and facility. Literature describing CITY recycling programs is available from CITY’S Solid Waste Management Division and by calling City of Fresno Recycling Hotline at (559) 621-1111. (b) Immediately contact CITY’S Solid Waste Management Division at (559) 621- 1452 and schedule a free waste audit, and cooperate with such Division in their conduct of the audit for each office and facility. (c) Cooperate with and demonstrate to the satisfaction of CITY’S Solid Waste Management Division the establishment of the recycling program in paragraph (a) above and the ongoing maintenance thereof. 11. General Terms. (a) Except as otherwise provided by law, all notices expressly required of CITY within the body of this Agreement, and not otherwise specifically provided for, shall be effective only if signed by the Administrator or designee. (b) Records of CONSULTANT’S expenses pertaining to the Project shall be kept on a generally recognized accounting basis and shall be available to CITY or its authorized representatives upon request during regular business hours throughout the life of this Agreement and for a period of three years after final payment or, if longer, for any period required by law. In addition, all books, documents, papers, and records of CONSULTANT pertaining to the Project shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for the same period of time. If any litigation, claim, negotiations, audit or other action is commenced before the expiration of said time period, all records shall be retained and made available to CITY until such action is resolved, or until the end of said time period whichever shall later occur. If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this paragraph. This Section 11(b) shall survive expiration or termination of this Agreement. (c) Prior to execution of this Agreement by CITY, CONSULTANT shall have provided evidence to CITY that CONSULTANT is licensed to perform the services called for by this Agreement (or that no license is required). If CONSULTANT should subcontract all or any portion of the work or services to be performed under this Agreement, CONSULTANT shall require each subcontractor to provide evidence to CITY that subcontractor is licensed to perform the services called for by this Agreement (or that no license is required) before beginning work. -14- 12. Nondiscrimination. To the extent required by controlling federal, state and local law, CONSULTANT shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, CONSULTANT agrees as follows: (a) CONSULTANT will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement. (b) CONSULTANT will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. CONSULTANT shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to CONSULTANT’S employment practices including, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. CONSULTANT agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause. (c) CONSULTANT will, in all solicitations or advertisements for employees placed by or on behalf of CONSULTANT in pursuit hereof, state that all qualified applicants will receive consideration for employment without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. (d) CONSULTANT will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice advising such labor union or workers' representatives of CONSULTANT’S commitment under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (e) If CONSULTANT should subcontract all or any portion of the services to be performed under this Agreement, CONSULTANT shall cause each subcontractor to also comply with the requirements of this Section 12. 13. Independent Contractor. (a) In the furnishing of the services provided for herein, CONSULTANT is acting solely as an independent contractor. Neither CONSULTANT, nor any of its -15- officers, agents, or employees shall be deemed an officer, agent, employee, joint venturer, partner, or associate of CITY for any purpose. CITY shall have no right to control or supervise or direct the manner or method by which CONSULTANT shall perform its work and functions. However, CITY shall retain the right to administer this Agreement so as to verify that CONSULTANT is performing its obligations in accordance with the terms and conditions thereof. (b) This Agreement does not evidence a partnership or joint venture between CONSULTANT and CITY. CONSULTANT shall have no authority to bind CITY absent CITY’S express written consent. Except to the extent otherwise provided in this Agreement, CONSULTANT shall bear its own costs and expenses in pursuit thereof. (c) Because of its status as an independent contractor, CONSULTANT and its officers, agents, and employees shall have absolutely no right to employment rights and benefits available to CITY employees. CONSULTANT shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, welfare and retirement benefits. In addition, together with its other obligations under this Agreement, CONSULTANT shall be solely responsible, indemnify, defend and save CITY harmless from all matters relating to employment and tax withholding for and payment of CONSULTANT'S employees, including, without limitation, (i) compliance with Social Security and unemployment insurance withholding, payment of workers’ compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payment; and (ii) any claim of right or interest in CITY employment benefits, entitlements, programs and/or funds offered employees of CITY whether arising by reason of any common law, de facto, leased, or co-employee rights or other theory. It is acknowledged that during the term of this Agreement, CONSULTANT may be providing services to others unrelated to CITY or to this Agreement. 14. Notices. Any notice required or intended to be given to either party under the terms of this Agreement shall be in writing and shall be deemed to be duly given if delivered personally, transmitted by facsimile followed by telephone confirmation of receipt, or sent by United States registered or certified mail, with postage prepaid, return receipt requested, addressed to the party to which notice is to be given at the party's address set forth on the signature page of this Agreement or at such other address as the parties may from time to time designate by written notice. Notices served by United States mail in the manner above described shall be deemed sufficiently served or given at the time of the mailing thereof. 15. Binding. Subject to Section 16, below, once this Agreement is signed by all parties, it shall be binding upon, and shall inure to the benefit of, all parties, and each parties' respective heirs, successors, assigns, transferees, agents, servants, employees, and representatives. 16. Assignment. (a) This Agreement is personal to CONSULTANT and there shall be no assignment by CONSULTANT of its rights or obligations under this Agreement without the prior written approval of the City Manager or designee. Any attempted assignment by CONSULTANT, its successors or assigns, shall be null and void unless approved in writing by the City Manager or designee. -16- (b) CONSULTANT hereby agrees not to assign the payment of any monies due CONSULTANT from CITY under the terms of this Agreement to any other individual(s), corporation(s) or entity(ies). CITY retains the right to pay any and all monies due CONSULTANT directly to CONSULTANT. 17. Compliance With Law. In providing the services required under this Agreement, CONSULTANT shall at all times comply with all applicable laws of the United States, the State of California and CITY, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Agreement. 18. Waiver. The waiver by either party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all parties to this Agreement. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein. 19. Governing Law and Venue. This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and duties hereunder shall be Fresno County, California. 20. Headings. The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Agreement. 21. Severability. The provisions of this Agreement are severable. The invalidity, or unenforceability of any one provision in this Agreement shall not affect the other provisions. 22. Interpretation. The parties acknowledge that this Agreement in its final form is the result of the combined efforts of the parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Agreement in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning. 23. Attorney's Fees. If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorney's fees and legal expenses. 24. Exhibits. Each exhibit and attachment referenced in this Agreement is, by the reference, incorporated into and made a part of this Agreement. 25. Precedence of Documents. In the event of any conflict between the body of this Agreement and any exhibit or attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and conditions expressed within the exhibit or attachment. Furthermore, any terms or conditions contained within any exhibit or attachment hereto which purport to modify the allocation of risk between the parties, provided for within the body of this Agreement, shall be null and void. -17- 26. Cumulative Remedies. No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity. 27. No Third Party Beneficiaries. The rights, interests, duties and obligations defined within this Agreement are intended for the specific parties hereto as identified in the preamble of this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties. 28. Extent of Agreement. Each party acknowledges that they have read and fully understand the contents of this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both CITY and CONSULTANT. 29. The City Manager, or designee, is hereby authorized and directed to execute and implement this Agreement. The previous sentence is not intended to delegate any authority to the City Manager to administer the Agreement, any delegation of authority must be expressly included in the Agreement. [Signatures follow on the next page.] -18- IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno, California, the day and year first above written. CITY OF FRESNO, a California municipal corporation By: [Name], [Title] APPROVED AS TO FORM: CITY ATTORNEY’S OFFICE By: [Name], [Title] ATTEST: TODD STERMER, CMC City Clerk By: Deputy Addresses: CITY: City of Fresno Attention: [Name], [Title] [Street Address] Fresno, CA [Zip] Phone: (559) [#] E-mail: [E-mail address] [Consultant Name], [Legal Identity] By: Name: Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By: Name: Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) Any Applicable Professional License: Number: Name: Date of Issuance: CONSULTANT: [Consultant Name] Attention: [Name], [Title] [Street Address] [City, State Zip] Phone: [area code and #] E-mail: [E-mail address] Attachments: 1. Exhibit A - Scope of Services 2. Exhibit B - Insurance Requirements 3. Exhibit C - Conflict of Interest Disclosure Form Page 1 of 2 EXHIBIT A SCOPE OF SERVICES Consultant Service Agreement between City of Fresno (CITY) and [Consultant Name] (CONSULTANT) [Project Title] [Describe Scope of Service] Page 2 of 2 SCHEDULE OF FEES AND EXPENSES [Schedule of Fees and Expenses] Page 1 of 4 EXHIBIT B INSURANCE REQUIREMENTS Consultant Service Agreement between City of Fresno (CITY) and [Consultant Name] (CONSULTANT) [Project Title] MINIMUM SCOPE OF INSURANCE Coverage shall be at least as broad as: 1. The most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01, providing liability coverage arising out of your business operations. The Commercial General Liability policy shall be written on an occurrence form and shall provide coverage for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non- owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Agreement) with limits of liability not less than those set forth under “Minimum Limits of Insurance.” 2. The most current version of ISO Commercial Auto Coverage Form CA 00 01, providing liability coverage arising out of the ownership, maintenance or use of automobiles in the course of your business operations. The Automobile Policy shall be written on an occurrence form and shall provide coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1- Any Auto). 3. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. 4. Professional Liability (Errors and Omissions) insurance appropriate to CONSULTANT’s profession. Architect’s and engineer’s coverage is to be endorsed to include contractual liability. MINIMUM LIMITS OF INSURANCE CONSULTANT, or any party the CONSULTANT subcontracts with, shall maintain limits of liability of not less than those set forth below. However, insurance limits available to CITY, its officers, officials, employees, agents, and volunteers as additional insureds, shall be the greater of the minimum limits specified herein or the full limit of any insurance proceeds available to the named insured: 1. COMMERCIAL GENERAL LIABILITY: (i) $1,000,000 per occurrence for bodily injury and property damage; (ii) $1,000,000 per occurrence for personal and advertising injury; (iii) $2,000,000 aggregate for products and completed operations; and, Page 2 of 4 (iv) $2,000,000 general aggregate applying separately to the work performed under the Agreement. 2. COMMERCIAL AUTOMOBILE LIABILITY: $1,000,000 per accident for bodily injury and property damage. 3. WORKERS’ COMPENSATION INSURANCE as required by the State of California with statutory limits. 4. EMPLOYER’S LIABILITY: (i) $1,000,000 each accident for bodily injury; (ii) $1,000,000 disease each employee; and, (iii) $1,000,000 disease policy limit. 5. PROFESSIONAL LIABILITY (Errors and Omissions): (i) $1,000,000 per claim/occurrence; and, (ii) $2,000,000 policy aggregate. UMBRELLA OR EXCESS INSURANCE In the event CONSULTANT purchases an Umbrella or Excess insurance policy(ies) to meet the “Minimum Limits of Insurance,” this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella or Excess insurance policy(ies) shall also apply on a primary and non- contributory basis for the benefit of the CITY, its officers, officials, employees, agents, and volunteers. DEDUCTIBLES AND SELF-INSURED RETENTIONS CONSULTANT shall be responsible for payment of any deductibles contained in any insurance policy(ies) required herein and CONSULTANT shall also be responsible for payment of any self-insured retentions. Any deductibles or self-insured retentions must be declared to on the Certificate of Insurance, and approved by, the CITY’s Risk Manager or designee. At the option of the CITY’s Risk Manager or designee, either: (i) The insurer shall reduce or eliminate such deductibles or self- insured retentions as respects CITY, its officers, officials, employees, agents, and volunteers; or (ii) CONSULTANT shall provide a financial guarantee, satisfactory to CITY’s Risk Manager or designee, guaranteeing payment of losses and related investigations, claim administration and defense expenses. At no time shall CITY be responsible for the payment of any deductibles or self-insured retentions. OTHER INSURANCE PROVISIONS/ENDORSEMENTS The General Liability and Automobile Liability insurance policies are to contain, or be endorsed to contain, the following provisions: 1. CITY, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds. CONSULTANT shall establish additional insured status for the City and for all ongoing and completed operations by use of ISO Form CG 20 10 11 85, CG 20 10 04 13 and CG 20 37 04 12, or by an executed manuscript insurance company endorsement providing additional insured Page 3 of 4 status as broad as that contained in ISO Form CG 20 10 11 85. 2. The coverage shall contain no special limitations on the scope of protection afforded to CITY, its officers, officials, employees, agents, and volunteers. Any available insurance proceeds in excess of the specified minimum limits and coverage shall be available to the Additional Insured. 3. For any claims relating to this Agreement, CONSULTANT’s insurance coverage shall be primary insurance with respect to the CITY, its officers, officials, employees, agents, and volunteers. Any insurance or self- insurance maintained by the CITY, its officers, officials, employees, agents, and volunteers shall be excess of CONSULTANT’s insurance and shall not contribute with it. CONSULTANT shall establish primary and non- contributory status by using ISO Form CG 20 01 04 13 or by an executed manuscript insurance company endorsement that provides primary and non-contributory status as broad as that contained in ISO Form CG 20 01 04 13. The Workers’ Compensation insurance policy is to contain, or be endorsed to contain, the following provision: CONSULTANT and its insurer shall waive any right of subrogation against CITY, its officers, officials, employees, agents, and volunteers. If the Professional Liability (Errors and Omissions) insurance policy is written on a claims- made form: 1. The retroactive date must be shown, and must be before the effective date of the Agreement or the commencement of work by CONSULTANT. 2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Agreement work or termination of the Agreement, whichever occurs first, or, in the alternative, the policy shall be endorsed to provide not less than a five (5) year discovery period. 3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the effective date of the Agreement or the commencement of work by CONSULTANT, CONSULTANT must purchase “extended reporting” coverage for a minimum of five (5) years completion of the Agreement work or termination of the Agreement, whichever occurs first. 4. A copy of the claims reporting requirements must be submitted to CITY for review. 5. These requirements shall survive expiration or termination of the Agreement. All policies of insurance required herein shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after thirty (30) calendar days written notice by certified mail, return receipt requested, has been given to CITY. CONSULTANT is also responsible for providing written notice to the CITY under the same terms and conditions. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, CONSULTANT shall furnish CITY with a new certificate and applicable endorsements for such policy(ies). Page 4 of 4 In the event any policy is due to expire during the work to be performed for CITY, CONSULTANT shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than fifteen (15) calendar days prior to the expiration date of the expiring policy. Should any of the required policies provide that the defense costs are paid within the Limits of Liability, thereby reducing the available limits by any defense costs, then the requirement for the Limits of Liability of these polices will be twice the above stated limits. The fact that insurance is obtained by CONSULTANT shall not be deemed to release or diminish the liability of CONSULTANT, including, without limitation, liability under the indemnity provisions of this Agreement. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CONSULTANT. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of CONSULTANT, its principals, officers, agents, employees, persons under the supervision of CONSULTANT, vendors, suppliers, invitees, consultants, sub- consultants, subcontractors, or anyone employed directly or indirectly by any of them. SUBCONTRACTORS - If CONSULTANT subcontracts any or all of the services to be performed under this Agreement, CONSULTANT shall require, at the discretion of the CITY Risk Manager or designee, subcontractor(s) to enter into a separate Side Agreement with the City to provide required indemnification and insurance protection. Any required Side Agreement(s) and associated insurance documents for the subcontractor must be reviewed and preapproved by CITY Risk Manager or designee. If no Side Agreement is required, CONSULTANT will be solely responsible for ensuring that its subcontractors maintain insurance coverage at levels no less than those required by applicable law and is customary in the relevant industry. VERIFICATION OF COVERAGE CONSULTANT shall furnish CITY with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received and approved by the CITY’S Risk Manager or designee prior to CITY’S execution of the Agreement and before work commences. All non-ISO endorsements amending policy coverage shall be executed by a licensed and authorized agent or broker. Upon request of CITY, CONSULTANT shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement. EXHIBIT C DISCLOSURE OF CONFLICT OF INTEREST [Project Title] YES* NO 1 Are you currently in litigation with the City of Fresno or any of its agents? 2 Do you represent any firm, organization, or person who is in litigation with the City of Fresno? 3 Do you currently represent or perform work for any clients who do business with the City of Fresno? 4 Are you or any of your principals, managers, or professionals, owners or investors in a business which does business with the City of Fresno, or in a business which is in litigation with the City of Fresno? 5 Are you or any of your principals, managers, or professionals, related by blood or marriage to any City of Fresno employee who has any significant role in the subject matter of this service? 6 Do you or any of your subcontractors have, or expect to have, any interest, direct or indirect, in any other contract in connection with this Project? * If the answer to any question is yes, please explain in full below. Explanation: Signature Date (Name) (Company) (Address) Additional Page(s) Attached. (City State Zip) Appendix B REPORT FROM EVALUATION COMMITTEE REQUEST FOR QUOTES FOR COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY RFQ NO. 12301676 COMMITTEE MEMBERS:  Lance Lippincott - Director, City of Fresno Economic Development Department  Kelly Trevino - Assistant Director, City of Fresno Economic Development Department  Lisa Henslee – Executive Assistant, City of Fresno Economic Development Department FACILITATOR:  N/A BACKGROUND The goal of this Request for Proposal (RFQ) was to solicit quotes to provide professional services for the City of Fresno. The contractor will be responsible for providing assistance and guidance to the City of Fresno for the formation of a compliant U.S. Economic Development Administration (EDA) Comprehensive Economic Development Strategy (CEDS). Proposals were received from the below listed vendors as of the bid close date of March 31, 2023:  Beacon Economics  Chabin Concepts, Inc.  Kosmont Companies  Natelson Dale Group  CVL Economics  Thomas P. Miller and Associates, LLC SIGNIFICANT EVENTS Bid Opening - March 3, 2023 Bid Close – March 31, 2023 Final Committee Evaluation – April 12, 2023 EVALUTION FOR DETERMINATION The committee reviewed the six proposals, which ranged in cost from $80,000.00 to $100,000.00. The committee members evaluated these six proposers on: 1) Cost as shown on the proposal form 2) Conformance to the terms and conditions of the RFQ 3) Ability to meet the stated service requirements 4) Past performance and experience based on references and experience indicated in RFQ submissions. 5) Financial stability based on information provided in the statement of qualifications. 6) Other related information. COMMITTEE NOTES Beacon Economics Beacon Economics has been providing economic services from impact analyses to CEDS for the last sixteen (16) years. Beacon Economics staff has a combined 65+ years of economic development experience, and provided a listing of CEDS completed in other similar jurisdictions in California and Nevada. Beacon is located and operates out of Los Angeles, but has engaged with other economic development organizations in the Central Valley. Chabin Concepts, Inc. Chabin Concepts, Inc. (Chabin) has been providing economic development services including CEDS for over 25 years. Chabin has a history of successful projects for the City of Fresno, County of Fresno, Fresno County Economic Development Corporation, County of Merced, and other entities in the Central Valley. A listing of fourteen (14) other projects was provided for reference. Chabin is located in Chico, and has extensive experience with EDA compliant CEDS projects. Kosmont Companies Kosmont Companies was established in 1986, and has been providing economic development services for more than 37 years. Kosmont has worked on projects in the Fresno area since 2005, and most recently assisted in the formation of an Enhanced Infrastructure Finance District centered around Downtown and the Blackstone Avenue BRT corridor. A thorough listing of other comparable projects was included in the RFQ response for reference. Kosmont is located in Manhattan Beach, California and, as stated previously, are familiar with the Central Valley. Natelson Dale Group The Natelson Dale Group is a boutique economic development firm that has been in operation since 1974. With primary practice areas focusing on planning and implementation of strategic plans, the Natelson Dale Group rates as one of the more experienced entities to submit a response to the RFQ. The Natelson Dale Group includes more than seventeen (17) CEDS projects for reference in their submittal, and has conducted work in Central Valley jurisdictions. The Natelson Dale Group operates from Yorba Linda, California. CVL Economics Founded in 2021, CVL Economics is one of the newest firms to submit a response to the RFQ. Four (4) projects are included for reference in the submission, although only one of the projects that they have undertaken was a CEDS. CVL Economics is headquartered in Los Angeles, and does not appear to have undertaken any work in the Central Valley as of the date of their submission. Thomas P. Miller and Associates, LLC Thomas P. Miller and Associates, LLC (Miller) was founded in Indianapolis in 1989 by Thomas Miller, who continues to serve in the company. Miller provides a broad range of strategic services centered around economic development, workforce development, evaluation, housing studies, and several other related fields. Past project references were provided for three projects that were completed in Utah, Virginia, and Pennsylvania. Miller is located in Indianapolis, Indiana and did not reference any work in the Central Valley as of the date of their application. SUMMARY RECOMMENDATION The committee agreed unanimously that Chabin Concepts, Inc., was best suited for this RFQ. Although all applicants are well qualified to perform the work stipulated to in the RFQ, Chabin provided the highest rated response based on timeliness, experience, and cost. City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-860 Agenda Date:6/8/2023 Agenda #: 1.-C. REPORT TO THE CITY COUNCIL FROM:BILLY ALCORN, Interim Fire Chief Fire Department SUBJECT Approve a Consultant Services Contract with Gaetke Medical Corporation and 1582, LLC for Annual Fitness/Wellness Evaluations (Annual Physicals) for the Fresno Fire Department sworn personnel in the amount not to exceed $261,000 RECOMMENDATION Staff recommends Council approve a Consultant Services Contract with Gaetke Medical Corporation and 1582, LLC for Annual Fitness/Wellness Evaluations (Annual Physicals) for the Fresno Fire Department sworn personnel. EXECUTIVE SUMMARY It is recommended that Council approve a Consultant Services Contract with Gaetke Medical Corporation and 1582, LLC for Annual Fitness/Wellness Evaluations (Annual Physicals) for the Fresno Fire Department sworn personnel in the amount not to exceed $261,000.In January 2022, the Fire Department submitted a grant application with AFG in the amount of $260,250 (City Match $23,659) to provide funding for NFPA 1582 physicals with enhanced screening for cancer and heart disease. With repeated exposure to smoke and hazardous materials, it is the goal of the Fire Department to afford its members with a quality of life both during and after their careers. Early detection is key to preventing members from being victims of cancer and heart disease. This grant will greatly help with this goal. Acceptance of this grant was approved by Council on September 29, 2022. BACKGROUND NFPA 1582 sets forth a comprehensive medical evaluation that matches the workloads of firefighters and the ability of a firefighter to medically and safely perform those duties. The standard was introduced in 1992 and has undergone several revisions; the latest revision was in 2022. While pre-employment physicals are completed in accordance with standards set by NFPA 1582 and NFPA 1583, little to no follow-up is conducted once an employee passes the pre-employment physical exam. Although the Department has provided physicals in the past, there is no ongoing program that would advise of health issues unless specifically noted by a physician, with the City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-860 Agenda Date:6/8/2023 Agenda #: 1.-C. program that would advise of health issues unless specifically noted by a physician,with the exception of Hazardous Materials Response Team members who receive biannual physicals with baseline blood tests due to the nature of their work. The objective for the grant application,and subsequent request for proposal,is to provide all members with a comprehensive NFPA 1582 integrated physical with enhanced screening for cancer and heart disease.This diagnostic exam includes a Cancer Screening Program which meets NFPA 1582.The exam screens for cancers that are prevalent in the fire service and will benefit our members by providing a reliable means for early detection of life-threatening disease.The inherent nature of the profession exposes firefighters to carcinogens each time they respond to a fire related incident.With all our efforts,we realize we cannot prevent all work-related illnesses.Knowing this, we feel a responsibility to provide a means for early detection of long-term health risks including cancer and heart disease. On August 19,2022,the Fresno Fire Department was awarded a FEMA Assistance to Firefighters Grant and accepted by Council on September 29,2022.This awarded grant amount is $236,590.90 with a local match of $23,659.10. On February 22,2023,a Notice Inviting Proposals was published in the Business Journal and the Request for Proposals was posted on Planet Bids with links available on the City of Fresno’s website. Two firms responded.The two proposals were reviewed and Gaetke Medical Corporation was selected based on cost per member being the lowest. The RFP sought to include: Occupational Health Testing ·Audiogram - Occupational Hearing Exam ·Biometric Screening ·Spirometry (Pulmonary Function Test) ·Vision Screening ·Resting EKG ·Blood Pressure Monitoring ·Vital Signs Physical Exam - NFPA 1582 ·Physical Examination as outlined in NFPA 1582 ·Medical History Review ·Skin Cancer Assessment ·Cardiac Risk Stratification ·Sleep Disturbance Apnea Assessment ·Health Promotion Counseling - Review ·OSHA Respirator Questionnaire ·Firefighter Medical Clearance - 1582 TIERS Laboratory Blood / Urine Testing City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-860 Agenda Date:6/8/2023 Agenda #: 1.-C. ·Complete Blood Count with Differential ·Comprehensive Metabolic Panel ·Fasting Lipid Panel ·Urinalysis ·Diabetes Screening - Fasting Glucose - A1C Hemoglobin ·C-Reactive Protein ·Prostate Specific Antigen ·Hemoccult Test ·CA-125 (female only) ·Thyroid Panel ·Hepatitis Profile Screening Cardiac and Pulmonary Assessment ·Stress EKG, WFI Protocol ·Aerobic Capacity ·Treadmill Stress EKG ·Ultrasound Screening - Carotid and Aortic Aneurysm Screening ·Chest X-Ray - Two View (PA and LAT) with Radiologic Review* *NFPA 1582 is very clear Chest X-Ray should only be done when medically indicated Cancer and Disease Assessment ·Ultrasound Screening - Thyroid ·Ultrasound Screening - Pancreas, Liver, Gallbladder, Spleen and Kidney ·Ultrasound Screening - External Pelvic (Female Only) ·Ultrasound Screening - Prostate and Testicular (Male Only) ENVIRONMENTAL FINDINGS This is not a project pursuant to CEQA guidelines Section 15378. LOCAL PREFERENCE Local preference was implemented, but the selected vendor had the lowest bid. FISCAL IMPACT Funding for the annual physicals will be funded through a FEMA Assistance to Firefighters Grant. Attachment: Consulting Services Agreement City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ ALL-B Generic CSA Not to Exceed (12-2022) -1- AGREEMENT CITY OF FRESNO, CALIFORNIA CONSULTANT SERVICES THIS AGREEMENT (Agreement) is made and entered into, effective on _______________________, by and between the CITY OF FRESNO, a California municipal corporation (City), Gaetke Medical Corporation, a California Medical Professional Corporation, and 1582, LLC, a limited liability company (Consultant). RECITALS WHEREAS, the City desires to obtain professional medical services for Annual Fitness/Wellness Evaluations for the Fresno Fire Department sworn personnel (Project); and WHEREAS, the Consultant is engaged in the business of furnishing services as medical specialists and hereby represents that it desires to and is professionally and legally capable of performing the services called for by this Agreement; and WHEREAS, the Consultant acknowledges that this Agreement is subject to the requirements of Fresno Municipal Code Section 4-107 and Administrative Order No. 6-19; and WHEREAS, this Agreement will be administered for the City by its Fire Chief (Administrator) or designee. AGREEMENT NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, and premises hereinafter contained to be kept and performed by the respective parties, it is mutually agreed as follows: 1. Scope of Services. The Consultant shall perform to the satisfaction of the City the services described in Exhibit A, including all work incidental to, or necessary to perform, such services even though not specifically described in Exhibit A. 2. Term of Agreement and Time for Performance. This Agreement shall be effective from the date first set forth above (Effective Date) and shall continue in full force and effect through December 31, 2023, subject to any earlier termination in accordance with this Agreement. The services of the Consultant as described in Exhibit A are to commence upon the Effective Date and shall be completed in a sequence assuring expeditious completion, but in any event, all such services shall be completed prior to expiration of this Agreement and in accordance with any performance schedule set forth in Exhibit A. 3. Compensation. (a) The Consultant’s sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement shall not exceed $261,000, paid on the basis of the rates set forth in the schedule of fees and expenses contained in Exhibit A. DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -2- (b) Detailed statements shall be rendered monthly for services performed in the preceding month and will be payable in the normal course of City business. The City shall not be obligated to reimburse any expense for which it has not received a detailed invoice with applicable copies of representative and identifiable receipts or records substantiating such expense. (c) The parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification shall include an adjustment to the Consultant’s compensation. Any change in the scope of services must be made by written amendment to the Agreement signed by an authorized representative for each party. The Consultant shall not be entitled to any additional compensation if services are performed prior to a signed written amendment. 4. Termination, Remedies, and Force Majeure. (a) This Agreement shall terminate without any liability of the City to the Consultant upon the earlier of: (i) the Consultant’s filing for protection under the federal bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party against the Consultant; (ii) seven calendar days prior written notice with or without cause by the City to the Consultant; (iii) the City’s non-appropriation of funds sufficient to meet its obligations hereunder during any City fiscal year of this Agreement, or insufficient funding for the Project; or (iv) expiration of this Agreement. (b) Immediately upon any termination or expiration of this Agreement, the Consultant shall (i) immediately stop all work hereunder; (ii) immediately cause any and all of its subcontractors to cease work; and (iii) return to the City any and all unearned payments and all properties and materials in the possession of the Consultant that are owned by the City. Subject to the terms of this Agreement, the Consultant shall be paid compensation for services satisfactorily performed prior to the effective date of termination. The Consultant shall not be paid for any work or services performed or costs incurred which reasonably could have been avoided. (c) In the event of termination due to failure of the Consultant to satisfactorily perform in accordance with the terms of this Agreement, the City may withhold an amount that would otherwise be payable as an offset to, but not in excess of, the City’s damages caused by such failure. In no event shall any payment by the City pursuant to this Agreement constitute a waiver by the City of any breach of this Agreement which may then exist on the part of the Consultant, nor shall such payment impair or prejudice any remedy available to the City with respect to the breach. (d) Upon any breach of this Agreement by the Consultant, the City may (i) exercise any right, remedy (in contract, law or equity), or privilege which may be available to it under applicable laws of the State of California or any other applicable law; (ii) proceed by appropriate court action to enforce the terms of the Agreement; and/or (iii) recover all direct, indirect, DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -3- consequential, economic and incidental damages for the breach of the Agreement. If it is determined that the City improperly terminated this Agreement for default, such termination shall be deemed a termination for convenience. (e) The Consultant shall provide the City with adequate written assurances of future performance, upon Administrator’s request, in the event the Consultant fails to comply with any terms or conditions of this Agreement. (f) The Consultant shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of the Consultant and without its fault or negligence such as, acts of God or the public enemy, acts of the City in its contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. The Consultant shall notify Administrator in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, and shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to Administrator of the cessation of such occurrence. 5. Confidential Information and Ownership of Documents. (a) Any reports, information, or other data prepared or assembled by the Consultant pursuant to this Agreement shall not be made available to any individual or organization by the Consultant without the prior written approval of the Administrator. During the term of this Agreement, and thereafter, the Consultant shall not, without the prior written consent of the City, disclose to anyone any Confidential Information. The term Confidential Information for the purposes of this Agreement shall include all proprietary and confidential information of the City, including but not limited to business plans, marketing plans, financial information, materials, compilations, documents, instruments, models, source or object codes and other information disclosed or submitted, orally, in writing, or by any other medium or media. All Confidential Information shall be and remain confidential and proprietary in the City. (b) Any and all writings and documents prepared or provided by the Consultant pursuant to this Agreement are the property of the City at the time of preparation and shall be turned over to the City upon expiration or termination of the Agreement. The Consultant shall not permit the reproduction or use thereof by any other person except as otherwise expressly provided herein. (c) If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall cause each subcontractor to also comply with the requirements of this Section 5. (d) This Section 5 shall survive expiration or termination of this Agreement. 6. Professional Skill. It is further mutually understood and agreed by and between the parties hereto that inasmuch as the Consultant represents to the City that the DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -4- Consultant and its subcontractors, if any, are skilled in the profession and shall perform in accordance with the standards of said profession necessary to perform the services agreed to be done by it under this Agreement, the City relies upon the skill of the Consultant and any subcontractors to do and perform such services in a skillful manner and the Consultant agrees to thus perform the services and require the same of any subcontractors. Therefore, any acceptance of such services by the City shall not operate as a release of the Consultant or any subcontractors from said professional standards. 7. Indemnification. To the furthest extent allowed by law, the Consultant shall indemnify, hold harmless and defend the City and each of its officers, officials, employees, agents, and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage), and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees, litigation expenses, and costs to enforce this agreement) that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of the Consultant, its principals, officers, employees, agents, or volunteers in the performance of this Agreement. If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall require each subcontractor to indemnify, hold harmless and defend the City and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Agreement. 8. Insurance. (a) Throughout the life of this Agreement, the Consultant shall pay for and maintain in full force and effect all insurance as required in Exhibit B, which is incorporated into and part of this Agreement, with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide, or (ii) as may be authorized in writing by the City’s Risk Manager or designee at any time and in its sole discretion. The required policies of insurance as stated in Exhibit B shall maintain limits of liability of not less than those amounts stated therein. However, the insurance limits available to the City, its officers, officials, employees, agents, and volunteers as additional insureds, shall be the greater of the minimum limits specified therein or the full limit of any insurance proceeds to the named insured. (b) If at any time during the life of the Agreement or any extension, the Consultant or any of its subcontractors/sub-consultants fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to the Consultant shall be withheld until notice is received by the City that the required insurance has been restored to full force and effect DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -5- and that the premiums therefore have been paid for a period satisfactory to the City. Any failure to maintain the required insurance shall be sufficient cause for the City to terminate this Agreement. No action taken by the City pursuant to this section shall in any way relieve the Consultant of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by the City that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent. (c) The fact that insurance is obtained by the Consultant shall not be deemed to release or diminish the liability of the Consultant, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify the City shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by the Consultant. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of the Consultant, its principals, officers, agents, employees, persons under the supervision of the Consultant, vendors, suppliers, invitees, consultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them. 9. Conflict of Interest and Non-Solicitation. (a) Prior to the City’s execution of this Agreement, the Consultant shall complete a City of Fresno conflict of interest disclosure statement in the form as set forth in Exhibit C. During the term of this Agreement, the Consultant shall have the obligation and duty to immediately notify the City in writing of any change to the information provided by the Consultant in such statement. (b) The Consultant shall comply, and require its subcontractors to comply, with all applicable (i) professional canons and requirements governing avoidance of impermissible client conflicts; and (ii) federal, state, and local conflict of interest laws and regulations including, without limitation, California Government Code Section 1090 et. seq., the California Political Reform Act (California Government Code Section 87100 et. seq.) and the regulations of the Fair Political Practices Commission concerning disclosure and disqualification (2 California Code of Regulations Section 18700 et. seq.). At any time, upon written request of the City, the Consultant shall provide a written opinion of its legal counsel and that of any subcontractor that, after a due diligent inquiry, the Consultant and the respective subcontractor(s) are in full compliance with all laws and regulations. The Consultant shall take, and require its subcontractors to take, reasonable steps to avoid any appearance of a conflict of interest. Upon discovery of any facts giving rise to the appearance of a conflict of interest, the Consultant shall immediately notify the City of these facts in writing. (c) In performing the work or services to be provided hereunder, the Consultant shall not employ or retain the services of any person while such person DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -6- either is employed by the City or is a member of any City council, commission, board, committee, or similar City body. This requirement may be waived in writing by the City Manager, if no actual or potential conflict is involved. (d) The Consultant represents and warrants that it has not paid or agreed to pay any compensation, contingent or otherwise, direct or indirect, to solicit, or procure this Agreement or any rights/benefits hereunder. (e) Neither the Consultant, nor any of the Consultant’s subcontractors performing any services on this Project, shall bid for, assist anyone in the preparation of a bid for, or perform any services pursuant to, any other contract in connection with this Project unless fully disclosed to and approved by the City Manager, in advance and in writing. The Consultant and any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third party in connection with this Project unless such interest is in accordance with all applicable law and fully disclosed to and approved by the City Manager, in advance and in writing. Notwithstanding any approval given by the City Manager under this provision, the Consultant shall remain responsible for complying with Section 9(b), above. (f) If the Consultant should subcontract all or any portion of the work to be performed or services to be provided under this Agreement, the Consultant shall include the provisions of this Section 9 in each subcontract and require its subcontractors to comply therewith. (g) This Section 9 shall survive expiration or termination of this Agreement. 10. Recycling Program. In the event the Consultant maintains an office or operates a facility(ies), or is required herein to maintain or operate same, within the incorporated limits of the City of Fresno, the Consultant at its sole cost and expense shall: (a) Immediately establish and maintain a viable and ongoing recycling program, approved by the City’s Solid Waste Management Division, for each office and facility. Literature describing the City recycling programs is available from the City’s Solid Waste Management Division and by calling City of Fresno Recycling Hotline at (559) 621-1111. (b) Immediately contact the City’s Solid Waste Management Division at (559) 621-1452 and schedule a free waste audit and cooperate with such Division in their conduct of the audit for each office and facility. (c) Cooperate with and demonstrate to the satisfaction of the City’s Solid Waste Management Division the establishment of the recycling program in paragraph (a) above and the ongoing maintenance thereof. 11. General Terms. (a) Except as otherwise provided by law, all notices expressly required of the City within the body of this Agreement, and not otherwise specifically DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -7- provided for, shall be effective only if signed by the Administrator or designee. (b) Records of the Consultant’s expenses pertaining to the Project shall be kept on a generally recognized accounting basis and shall be available to the City or its authorized representatives upon request during regular business hours throughout the life of this Agreement and for a period of three years after final payment or, if longer, for any period required by law. In addition, all books, documents, papers, and records of the Consultant pertaining to the Project shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for the same period of time. If any litigation, claim, negotiations, audit or other action is commenced before the expiration of said time period, all records shall be retained and made available to the City until such action is resolved, or until the end of said time period whichever shall later occur. If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall cause each subcontractor to also comply with the requirements of this paragraph. This Section 11(b) shall survive expiration or termination of this Agreement. (c) Prior to execution of this Agreement by the City, the Consultant shall have provided evidence to the City that the Consultant is licensed to perform the services called for by this Agreement (or that no license is required). If the Consultant should subcontract all or any portion of the work or services to be performed under this Agreement, the Consultant shall require each subcontractor to provide evidence to the City that subcontractor is licensed to perform the services called for by this Agreement (or that no license is required) before beginning work. 12. Nondiscrimination. To the extent required by controlling federal, state and local law, the Consultant shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, the Consultant agrees as follows: (a) The Consultant will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement. (b) The Consultant will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -8- status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. The Consultant shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to the Consultant’s employment practices including, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause. (c) The Consultant will, in all solicitations or advertisements for employees placed by or on behalf of the Consultant in pursuit hereof, state that all qualified applicants will receive consideration for employment without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. (d) The Consultant will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice advising such labor union or workers' representatives of the Consultant’s commitment under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (e) If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall cause each subcontractor to also comply with the requirements of this Section 12. 13. Independent Contractor. (a) In the furnishing of the services provided for herein, the Consultant is acting solely as an independent contractor. Neither the Consultant, nor any of its officers, agents, or employees shall be deemed an officer, agent, employee, joint venturer, partner or associate of the City for any purpose. The City shall have no right to control or supervise or direct the manner or method by which the Consultant shall perform its work and functions. However, the City shall retain the right to administer this Agreement so as to verify that the Consultant is performing its obligations in accordance with the terms and conditions thereof. (b) This Agreement does not evidence a partnership or joint venture between the Consultant and the City. The Consultant shall have no authority to bind the City absent the City’s express written consent. Except to the extent DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -9- otherwise provided in this Agreement, the Consultant shall bear its own costs and expenses in pursuit thereof. (c) Because of its status as an independent contractor, the Consultant and its officers, agents, and employees shall have absolutely no right to employment rights and benefits available to the City employees. The Consultant shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, welfare and retirement benefits. In addition, together with its other obligations under this Agreement, the Consultant shall be solely responsible, indemnify, defend and save the City harmless from all matters relating to employment and tax withholding for and payment of the Consultant’s employees, including, without limitation, (i) compliance with Social Security and unemployment insurance withholding, payment of workers’ compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payment; and (ii) any claim of right or interest in the City employment benefits, entitlements, programs and/or funds offered employees of the City whether arising by reason of any common law, de facto, leased, or co- employee rights or other theory. It is acknowledged that during the term of this Agreement, the Consultant may be providing services to others unrelated to the City or to this Agreement. 14. Notices. Any notice required or intended to be given to either party under the terms of this Agreement shall be in writing and shall be deemed to be duly given if delivered personally, transmitted by facsimile followed by telephone confirmation of receipt, or sent by United States registered or certified mail, with postage prepaid, return receipt requested, addressed to the party to which notice is to be given at the party's address set forth on the signature page of this Agreement or at such other address as the parties may from time to time designate by written notice. Notices served by United States mail in the manner above described shall be deemed sufficiently served or given at the time of the mailing thereof. 15. Binding. Subject to Section 16, below, once this Agreement is signed by all parties, it shall be binding upon, and shall inure to the benefit of, all parties, and each parties' respective heirs, successors, assigns, transferees, agents, servants, employees, and representatives. 16. Assignment. (a) This Agreement is personal to the Consultant and there shall be no assignment by the Consultant of its rights or obligations under this Agreement without the prior written approval of the City Manager or designee. Any attempted assignment by the Consultant, its successors or assigns, shall be null and void unless approved in writing by the City Manager or designee. (b) The Consultant hereby agrees not to assign the payment of any monies due the Consultant from the City under the terms of this Agreement to any other DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -10- individual(s), corporation(s) or entity(ies). The City retains the right to pay any and all monies due the Consultant directly to the Consultant. 17. Compliance With Law. In providing the services required under this Agreement, the Consultant shall at all times comply with all applicable laws of the United States, the State of California and the City, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Agreement. 18. Waiver. The waiver by either party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all parties to this Agreement. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein. 19. Governing Law and Venue. This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and duties hereunder shall be Fresno County, California. 20. Headings. The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Agreement. 21. Severability. The provisions of this Agreement are severable. The invalidity, or unenforceability of any one provision in this Agreement shall not affect the other provisions. 22. Interpretation. The parties acknowledge that this Agreement in its final form is the result of the combined efforts of the parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Agreement in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning. 23. Attorney's Fees. If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorney's fees and legal expenses. 24. Exhibits. Each exhibit and attachment referenced in this Agreement is, by the reference, incorporated into and made a part of this Agreement. 25. Precedence of Documents. In the event of any conflict between the body of this Agreement and any Exhibit or Attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and conditions expressed within the Exhibit or Attachment. Furthermore, any terms or conditions contained within any Exhibit or Attachment hereto which purport to DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -11- modify the allocation of risk between the parties, provided for within the body of this Agreement, shall be null and void. 26. Cumulative Remedies. No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity. 27. No Third Party Beneficiaries. The rights, interests, duties and obligations defined within this Agreement are intended for the specific parties hereto as identified in the preamble of this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties. 28. Extent of Agreement. Each party acknowledges that they have read and fully understand the contents of this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both the City and the Consultant. 29. The City Manager, or designee, is hereby authorized and directed to execute and implement this Agreement. The previous sentence is not intended to delegate any authority to the City Manager to administer the Agreement, any delegation of authority must be expressly included in the Agreement. [SIGNATURES FOLLOW ON THE NEXT PAGE.] DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) -12- IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno, California, the day and year first above written. CITY OF FRESNO, a California municipal corporation By: Georgeanne A. White City Manager APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Brandon M. Collet Date Supervising Deputy City Attorney ATTEST: TODD STERMER, CMC City Clerk By: Deputy Addresses: CITY: City of Fresno, Fire Department Attention: BC Devin McGuire 911 H Street Fresno, CA 93721 Phone: (559) 621-4407 E-mail: Devin.McGuire@fresno.gov Gaetke Medical Corporation a California Medical Professional Corporation By: Name: Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) 1582, LLC, a limited liability company By: Name: Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) Any Applicable Professional License: Number: Name: Date of Issuance: CONSULTANT: 1582, LLC Attention: Paul Granstrom, President 1855 N. McCarran Blvd. Sparks, NV 89431 Phone: (775) 846-3413 E-mail: paul@1582exam.com Attachments: 1. Exhibit A - Scope of Services 2. Exhibit B - Insurance Requirements 3. Exhibit C - Conflict of Interest Disclosure Form               DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB 6/1/2023 ALL-B Generic CSA Not to Exceed (12-2022) Page 1 of 7 EXHIBIT A SCOPE OF SERVICES Consultant Service Agreement between City of Fresno (City) and 1582, LLC (Consultant) Annual Fitness/Wellness Evaluation           DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) Page 2 of 7           DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) Page 3 of 7 SCHEDULE OF FEES AND EXPENSES           DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) Page 4 of 7 EXHIBIT B INSURANCE REQUIREMENTS Consultant Service Agreement between City of Fresno (City) and 1582, LLC (Consultant) Annual Fitness/Wellness Evaluation MINIMUM SCOPE OF INSURANCE Coverage shall be at least as broad as: 1. The most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01, providing liability coverage arising out of your business operations. The Commercial General Liability policy shall be written on an occurrence form and shall provide coverage for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non- owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Agreement) with limits of liability not less than those set forth under “Minimum Limits of Insurance.” 2. The most current version of Commercial Auto Coverage Form CA 00 01, providing liability coverage arising out of the ownership, maintenance or use of automobiles in the course of your business operations. The Automobile Policy shall be written on an occurrence form and shall provide coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1- Any Auto). 3. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. 4. Professional Liability (Errors and Omissions) insurance appropriate to CONSULTANT’S profession. MINIMUM LIMITS OF INSURANCE CONSULTANT, or any party the CONSULTANT subcontracts with, shall maintain limits of liability of not less than those set forth below. However, insurance limits available to CITY, its officers, officials, employees, agents and volunteers as additional insureds, shall be the greater of the minimum limits specified herein or the full limit of any insurance proceeds available to the named insured: 1. COMMERCIAL GENERAL LIABILITY: (i) $1,000,000 per occurrence for bodily injury and property damage; (ii) $1,000,000 per occurrence for personal and advertising injury; (iii) $2,000,000 aggregate for products and completed operations; and, (iv) $2,000,000 general aggregate applying separately to the work performed under the Agreement. 2. COMMERCIAL AUTOMOBILE LIABILITY:           DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) Page 5 of 7 $1,000,000 per accident for bodily injury and property damage. 3. WORKERS’ COMPENSATION INSURANCE as required by the State of California with statutory limits. 4. EMPLOYER’S LIABILITY: (i) $1,000,000 each accident for bodily injury; (ii) $1,000,000 disease each employee; and, (iii) $1,000,000 disease policy limit. 5. PROFESSIONAL LIABILITY (Errors and Omissions): (i) $1,000,000 per claim/occurrence; and, (ii) $2,000,000 policy aggregate. UMBRELLA OR EXCESS INSURANCE In the event CONSULTANT purchases an Umbrella or Excess insurance policy(ies) to meet the “Minimum Limits of Insurance,” this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella or Excess insurance policy(ies) shall also apply on a primary and non-contributory basis for the benefit of the CITY, its officers, officials, employees, agents and volunteers. DEDUCTIBLES AND SELF-INSURED RETENTIONS CONSULTANT shall be responsible for payment of any deductibles contained in any insurance policy(ies) required herein and CONSULTANT shall also be responsible for payment of any self-insured retentions. Any deductibles or self-insured retentions must be declared to on the Certificate of Insurance, and approved by, the CITY’S Risk Manager or designee. At the option of the CITY’S Risk Manager or designee, either: (i) The insurer shall reduce or eliminate such deductibles or self-insured retentions as respects CITY, its officers, officials, employees, agents and volunteers; or (ii) CONSULTANT shall provide a financial guarantee, satisfactory to CITY’S Risk Manager or designee, guaranteeing payment of losses and related investigations, claim administration and defense expenses. At no time shall CITY be responsible for the payment of any deductibles or self-insured retentions. OTHER INSURANCE PROVISIONS/ENDORSEMENTS The General Liability and Automobile Liability insurance policies are to contain, or be endorsed to contain, the following provisions: 1. CITY, its officers, officials, employees, agents and volunteers are to be covered as additional insureds. CONSULTANT shall establish additional insured status for the City and for all ongoing and completed operations by use of ISO Form CG 20 10 11 85 or both CG 20 10 04 13 and CG 20 37 04 13 or by an executed manuscript insurance company endorsement           DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) Page 6 of 7 providing additional insured status as broad as that contained in ISO Form CG 20 10 11 85. 2. The coverage shall contain no special limitations on the scope of protection afforded to CITY, its officers, officials, employees, agents and volunteers. Any available insurance proceeds in excess of the specified minimum limits and coverage shall be available to the Additional Insured. 3. For any claims relating to this Agreement, CONSULTANT’S insurance coverage shall be primary insurance with respect to the CITY, its officers, officials, employees, agents and volunteers. Any insurance or self- insurance maintained by the CITY, its officers, officials, employees, agents and volunteers shall be excess of CONSULTANT’S insurance and shall not contribute with it. CONSULTANT shall establish primary and non- contributory status by using ISO Form CG 20 01 04 13 or by an executed manuscript insurance company endorsement that provides primary and non-contributory status as broad as that contained in ISO Form CG 20 01 04 13. The Workers’ Compensation insurance policy is to contain, or be endorsed to contain, the following provision: CONSULTANT and its insurer shall waive any right of subrogation against CITY, its officers, officials, employees, agents and volunteers. If the Professional Liability (Errors and Omissions) insurance policy is written on a claims- made form: 1. The retroactive date must be shown, and must be before the effective date of the Agreement or the commencement of work by CONSULTANT. 2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Agreement work or termination of the Agreement, whichever occurs first, or, in the alternative, the policy shall be endorsed to provide not less than a five (5) year discovery period. 3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the effective date of the Agreement or the commencement of work by CONSULTANT, CONSULTANT must purchase “extended reporting” coverage for a minimum of five (5) years completion of the Agreement work or termination of the Agreement, whichever occurs first. 4. A copy of the claims reporting requirements must be submitted to CITY for review. 5. These requirements shall survive expiration or termination of the Agreement. All policies of insurance required herein shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after thirty (30) calendar days written notice by certified mail, return receipt requested, has been given to CITY. CONSULTANT is also responsible for providing written notice to the CITY DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB ALL-B Generic CSA Not to Exceed (12-2022) Page 7 of 7 under the same terms and conditions. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, CONSULTANT shall furnish CITY with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for CITY, CONSULTANT shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than fifteen (15) calendar days prior to the expiration date of the expiring policy. Should any of the required policies provide that the defense costs are paid within the Limits of Liability, thereby reducing the available limits by any defense costs, then the requirement for the Limits of Liability of these polices will be twice the above stated limits. The fact that insurance is obtained by CONSULTANT shall not be deemed to release or diminish the liability of CONSULTANT, including, without limitation, liability under the indemnity provisions of this Agreement. The policy limits do not act as a limitation upon the amount of indemnification to be provided by CONSULTANT. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of CONSULTANT, its principals, officers, agents, employees, persons under the supervision of CONSULTANT, vendors, suppliers, invitees, consultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them. VERIFICATION OF COVERAGE CONSULTANT shall furnish CITY with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received and approved by the CITY’S Risk Manager or designee prior to CITY’S execution of the Agreement and before work commences. All non-ISO endorsements amending policy coverage shall be executed by a licensed and authorized agent or broker. Upon request of CITY, CONSULTANT shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement. SUBCONTRACTORS - If CONSULTANT subcontracts any or all of the services to be performed under this Agreement, CONSULTANT shall require, at the discretion of the CITY Risk Manager or designee, subcontractor(s) to enter into a separate side agreement with the City to provide required indemnification and insurance protection. Any required side agreement(s) and associated insurance documents for the subcontractor must be reviewed and preapproved by CITY Risk Manager or designee. If no side agreement is required, CONSULTANT shall require and verify that subcontractors maintain insurance meeting all the requirements stated herein and CONSULTANT shall ensure that CITY, its officers, officials, employees, agents, and volunteers are additional insureds. The subcontractors' certificates and endorsements shall be on file with CONSULTANT, and CITY, prior to commencement of any work by the subcontractor. DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB DocuSign Envelope ID: 664540C6-228B-4DD7-97FC-A4BCD1E814AB City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-817 Agenda Date:6/8/2023 Agenda #: 1.-D. REPORT TO THE CITY COUNCIL FROM:BILLY ALCORN, Interim Fire Chief Fire Department BY:WILLIAM VEIGA, Battalion Chief Fire Department SUBJECT Approve the award of a purchase contract to Bauer Compressors, Inc., California, for the purchase of MSA-G1 Self Contained Breathing Apparatus (SCBA) in the amount of $4,410,060.71 for the Fire Department (Bid File 12302062). RECOMMENDATION Staff recommends Council approve the award of a purchase contract to Bauer Compressors, Inc. of Livermore, California for the purchase of MSA-G1 Self Contained Breathing Apparatus (SCBA) in the amount of $4,410,060.71. EXECUTIVE SUMMARY The Fresno Fire Department is requesting approval to purchase MSA-G1 SCBA’s. The replacement equipment includes 398 SCBA packs, 790 SCBA bottles, 499 masks, and ancillary equipment. Included in the SCBA purchase is all the associated supporting equipment such as batteries and chargers, the conversion of all our fire apparatus to support the new SCBA’s, and training needed to support their use. Bids were received and reviewed on April 25, 2023. There were 2 proposals received and Bauer Compressors, Inc was the lowest bidder. BACKGROUND On April 7, 2023, a Notice Inviting Bids (Bid File 12302062) was published in the Business Journal and on Planet Bids with links available on the City’s website. The bid was for the complete conversion and replacement of the Fire Departments SCBAs. Two firms responded to the bid. SCBAs are devices used in the fire service which enable firefighters to enter atmospheric conditions which are immediately dangerous to life and health. The National Fire Protection Association standard for SCBA’s recommends replacement after fifteen years. The department SCBA’s and air City of Fresno Printed on 6/2/2023Page 1 of 2 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-817 Agenda Date:6/8/2023 Agenda #: 1.-D. bottles will reach this time frame in calendar year 2023. With the aging and heavily used equipment, the department is seeing failures, which in turn, could cause injury to firefighters. The newer SCBA models are not interchangeable with our current model. Once the bid is approved by Council, the purchase and delivery of the needed equipment is expected for November 2023. Consistent with other lease purchase acquisitions, Council approves the lease purchase in the first year of the budget which allows the City to enter into contract authority with the leasing agency and allows departments to follow procurement processes. The first lease payments are usually budgeted a year following when equipment is expected to be delivered or built. The purchase of the MSA G1 SCBA would put us in line with our neighboring fire departments (Clovis and Fresno County)who have already migrated to the new SCBA model.Having the same equipment as our neighbors increases fireground interoperability and supports operational area policy of rescuing downed firefighters. ENVIRONMENTAL FINDINGS This item is not a project as defined by CEQA. LOCAL PREFERENCE Local preference is applicable to this award, however no local businesses pursuant to FMC 4-108 submitted a bid. FISCAL IMPACT General Fund will be used to lease purchase the MSA-G1 SCBAs. Council has approved the 10- year lease purchase in the FY 2023 Adopted Budget (pg. B-80). The first lease payment is anticipated in FY 2024 and has been included in the FY 2024 Proposed Budget. Attachment: Bid Evaluation 12302062 City of Fresno Printed on 6/2/2023Page 2 of 2 powered by Legistar™ City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-916 Agenda Date:6/8/2023 Agenda #: 1.-E. REPORT TO THE CITY COUNCIL FROM:BRYON HORN, Chief Information Officer Information Services Department BY:SARAH BEYE, Division Manager | 311 Information Services Department SUBJECT Actions pertaining to the replacement of customer relationship management software (Bid File 12300269) (Citywide): 1. Award a contract to Incapsulate, LLC for the Customer Relationship Management Replacement solution and implementation services in the amount of $395,723.80 for one year with the option of four, five-year extensions. 2. Approve the purchase of Salesforce cloud subscription licenses from Carahsoft Technology Corporation, at government approved pricing, in the amount of $610,343.91. RECOMMENDATION Staff recommends the City Council award a contract in the amount of $395,723.80 to Incapsulate, LLC (Incapsulate) for implementation and hosting of customer relationship management software which will replace the City’s current Accela/PublicStuff software (branded as FresGO); and approve the purchase of Salesforce cloud subscription licensing from Carahsoft Technology Corporation, at government approved pricing, in the amount of $610,343.91, for a total base year project amount of $1,006,067.71 per Incapsulate’s proposed solution; and authorize the City Manager or designee to execute the agreement. EXECUTIVE SUMMARY The City of Fresno (City) is seeking to award a proposal for training, implementation, and replacement of the current Accela/PublicStuff software (branded as FresGO). Staff issued a Request For Proposals (RFP) and received 11 responses (Accela/PublicStuff did not respond to the RFP). After a comprehensive review of the proposals, evaluation by a selection panel and review of the best qualified candidates for this project, staff recommends awarding Incapsulate. Incapsulate was selected due to their credentials, experience with other municipalities and agencies, demonstration of their understanding of our project needs, and the details of their plan to implement the project. The total amount of the implementation for this project is $1,006,067.71, with the option of four, five-year extensions. Subsequent years will include maintenance and support shown in the table below with a City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-916 Agenda Date:6/8/2023 Agenda #: 1.-E. extensions.Subsequent years will include maintenance and support shown in the table below with a 3.5% annual escalator. Option Period Pricing (3.5% Escalation per year) Item Description Unit Incapsulate Carahsoft Total 1 Licensing/Subscription Costs Option 1 - Year 1 per year $119,025.00 $512,680.95 $631,705.95 2 Licensing/Subscription Costs Option 1 - Year 2 per year $123,190.88 $530,624.78 $653,815.65 3 Licensing/Subscription Costs Option 1 - Year 3 per year $127,502.56 $549,196.65 $676,699.20 4 Licensing/Subscription Costs Option 1 - Year 4 per year $131,965.15 $568,418.53 $700,383.68 5 Licensing/Subscription Costs Option 1 - Year 5 per year $136,583.93 $588,313.18 $724,897.10 BACKGROUND In 2015,the City launched FresGO,its CRM application that allowed a reporting system for issues within the City arising from potholes,street issues,graffiti,illegal fireworks,and later homeless issues.The program was branded FresGO,however,the software utilized by the program was called PublicStuff. In 2015,Accela acquired PublicStuff as an expansion to their citizen relationship management software.Over the years,the City’s 311,and departments citywide,relied on PublicStuff to process service requests and handle the backend workflow of those requests to the appropriate departments for resolution.However,after years of promising enhancements,nothing transpired and,in turn, Accela placed PublicStuff in a maintenance mode keeping the application running without further enhancement.It became increasingly difficult to maintain and program PublicStuff as issues arose with no recourse but to submit a case ticket to their customer support and wait for resolution.ISD felt it was time to explore other options for CRM solutions. On August 5,2022,staff issued an RFP to replace the current CRM and bid opening was held on September 20,2022.The City received 11 responses;Accela did not respond to the RFP.After a comprehensive review of the proposals,the panel chose four proposers for proof of capabilities (POC)demonstrations.Those selected were Incapsulate,Granicus,Rock Solid,and Catalyst.The evaluation committee consisted of members from 9 City departments.The panel reviewed the POC’s for the best qualified candidates for this project and recommended awarding Incapsulate.Incapsulate was selected due to their credentials,experience with other municipalities and agencies, demonstration of their understanding of our project needs,and the details of their plan to implement the project.The total amount of base year one for this project is $1,006,067.71,with the option of four, five-year extensions. City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-916 Agenda Date:6/8/2023 Agenda #: 1.-E. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act (CEQA)Guidelines Section 15378 this item does not qualify as a “project” for purposes of the CEQA. LOCAL PREFERENCE Local preference was not implemented because there were no local bidders. FISCAL IMPACT Funds for this project are in the Information Services Department’s FY23 budget. Attachments: Service Contract Carahsoft Quote Cost Proposal Committee Evaluation Report City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ 1 SERVICE CONTRACT THIS CONTRACT is made and entered into by and between the CITY OF FRESNO, a California municipal corporation (City), and INCAPSULATE LLC, a Limited Liability Company (Contractor) as follows: 1. CONTRACT DOCUMENTS. The "Notice Inviting Proposals," "Instructions to Proposers," "Proposal" and the "Specifications" including "General Conditions," "Special Conditions", “Federal Conditions”, “Functional Specifications” and “Technical Requirements” for the following: CRM Replacement (Request for Proposals No. 12300269) copies of which are annexed hereto, together with all the documents specifically referred to in said annexed documents, including the Performance Bond, if required, are hereby incorporated into and made a part of this Contract, and shall be known as the Contract Documents. 2. PRICE. For the monetary consideration of Three Hundred Ninety-Five Thousand Seven Hundred Twenty-Three Dollars and Eighty Cents ($395,723.80), as set forth in the Proposal, Contractor promises and agrees to perform or cause to be performed, in a good and workmanlike manner, and to the satisfaction of City, and in strict accordance with the Specifications, all of the work as set forth in the Contract Documents. 3. TERM. This Contract shall be effective on the day and year here below written and shall continue in full force and effect through June 30, 2024, subject to any earlier termination set forth in the Contract Documents. This Contract shall be for one year with the option of four, five-year extensions. 4. PAYMENT. City accepts Contractor's Proposal as stated and agrees to pay the consideration stated, at the times, in the amounts, and under the conditions specified in the Contract Documents. 5. INDEMNIFICATION. To the furthest extent allowed by law, including California Civil Code section 2782 (if applicable), Contractor shall indemnify, hold harmless and defend City and each of its officers, officials, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including, but not limited to personal injury, death at any time and property damage) incurred by City, Contractor or any other person, and from any and all claims, demands and actions in law or equity (including attorney's fees and litigation expenses), that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of Contractor, its principals, officers, employees, agents or volunteers in the performance of this Agreement. If Contractor should subcontract all or any portion of the work to be performed under this Contract, Contractor shall require each subcontractor to indemnify, hold harmless and defend City and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Contract. [Signatures follow on the next page.] 2 IN WITNESS WHEREOF, the parties have executed this Contract on the day and year here below written, of which the date of execution by City shall be subsequent to that of Contractor's, and this Contract shall be binding and effective upon execution by both parties. CITY OF FRESNO, A California municipal corporation By: BRYON HORN, Chief Information Officer APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Date Supervising Deputy City Attorney ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy INCAPSULATE LLC, a Limited Liability Company By: Name: Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By: Name: Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Addresses: CITY: City of Fresno Attention: BRYON HORN Chief Information Officer 2600 Fresno Street, Room 1059 Fresno, CA 93721 Telephone: (559) 621-7101 E-Mail: Bryon.Horn@fresno.gov CONTRACTOR: INCAPSULATE LLC Attention: Ajay Batishj Chief Executive Officer 650 Massachusetts Avenue NW Ste 600 Washington DC 20036 Telephone: (888) 589-2571 E-Mail: (866) 890-4848 SALESFORCE.COM GOVERNMENT at CARAHSOFT CARAHSOFT TECHNOLOGY CORP. 11493 SUNSET HILLS ROAD |SUITE 100 |RESTON,VIRGINIA 20190 PHONE (703)871-8500 |FAX (703)871-8505 |TOLL FREE (888)662-2724 www.carahsoft.com |sales@carahsoft.com GOVERNMENT PRICE QUOTATION PAGE 1 of 3 QUOTE DATE: QUOTE NO: 05/09/2023 39012814CONFIDENTIAL TO:Bryon Horn Chief Information Officer FRESNO 2600 Fresno St Room 1059 Fresno,CA 93721 USA Bryon.Horn@fresno.gov (559)621-2489 EMAIL: PHONE: FROM:Bailey McCummings Carahsoft Technology Corp. 11493 Sunset Hills Road Suite 100 Reston,Virginia 20190 EMAIL:Bailey.McCummings@Carahsoft.com PHONE:(571)662-3422 FAX: TERMS:FTIN:52-2189693 Shipping Point:FOB Destination Remit To:Same as Above Payment Terms:Net 30 (On Approved Credit) Cage Code:1P3C5 DUNS No:088365767 UEI:DT8KJHZXVJH5 Credit Cards:VISA/MasterCard/AMEX Sales Tax May Apply QUOTE NO:39012814 $495,343.91TOTALQUOTE: QUOTE DATE:05/09/2023 QUOTE EXPIRES: RFQ NO: SHIPPING: TOTAL PRICE: ESD $495,343.91 06/08/2023 LINE NO.PART NO.DESCRIPTION -QUOTE PRICE QTY EXTENDED PRICE 121-0225 Heroku -1 Dyno Unit (Per Month) Salesforce.com,Inc.-121-0225 Start Date:06/12/2023 End Date:06/11/2024 $351.9936 5 $1,759.971OM 121-0218 Salesforce Shield 30%Net Price Salesforce.com,Inc.-121-0218 Start Date:06/12/2023 End Date:06/11/2024 $79,123.96 1 $79,123.962OM 121-0175 Government Cloud Plus 15%Net Price Salesforce.com,Inc.-121-0175 Start Date:06/12/2023 End Date:06/11/2024 $37,679.98 1 $37,679.983OM 121-0130 Customer Community -Logins Unlimited Edition Salesforce.com,Inc.-121-0130 Start Date:06/12/2023 End Date:06/11/2024 $11.90 200 $2,380.004OM 121-0093 Service Cloud Unlimited Edition Salesforce.com,Inc.-121-0093 Start Date:06/12/2023 End Date:06/11/2024 $960.00 390 $374,400.005OM $495,343.91SUBTOTAL: TOTAL PRICE: TOTAL QUOTE:$495,343.91 $495,343.91 GOVERNMENT PRICE QUOTATION LINE NO.PART NO.DESCRIPTION -QUOTE PRICE QTY EXTENDED PRICE CARAHSOFT TECHNOLOGY CORP. 11493 SUNSET HILLS ROAD |SUITE 100 |RESTON,VIRGINIA 20190 PHONE (703)871-8500 |FAX (703)871-8505 |TOLL FREE (888)662-2724 www.carahsoft.com |sales@carahsoft.com SALESFORCE.COM GOVERNMENT at CARAHSOFT PAGE 2 of 3 QUOTE DATE: QUOTE NO: 05/09/2023 39012814CONFIDENTIAL *Must reference Carahsoft Quote #39012814 on Purchase Order* ------------------------------------- Quote Special Terms Service Cloud -Unlimited Edition subscriptions ordered hereunder at pricing of $80/User/Month are Restricted Use Subscriptions,and shall be subject to the following restriction(s):Restricted Use Subscriptions shall (1)only be provisioned to City of Fresno 311;(2)not be transferred to another Org;(3)not include any of the following functionality(ies)(by tab,as applicable):Leads,Opportunities,Assets, Campaigns,Products &Price Books;(4)be used only for the following purpose(s):supporting 311 activities or cases for the call center(s) and agencies that provides for a single point in entry/inquiry for citizen interaction with the Customer 6)be used only by the following type(s)of Users:311 Customer Service employees and City employees that are responding to a case from the 311 system.These restrictions shall be cumulative and shall apply to all Restricted Use Subscriptions purchased under this Order Form.Customer must strictly segregate all Restricted Use Subscriptions from any full-featured subscriptions it may hold by setting up and enforcing a unique profile in the Service associated with such Restricted Use Subscriptions.Customer understands that the above functionality limitations are contractual in nature (i.e.,the functionality itself has not been disabled as a technical matter in the Service)and therefore agrees to strictly monitor its Users'use of such Restricted Use Subscriptions and enforce the applicable restrictions.Salesforce.com may audit Customer's use of Restricted Use Subscriptions at any time through the Service.Should any audit reveal any unauthorized use of Restricted Use Subscriptions,Customer agrees it will pay,within thirty (30)days of notice of the audit results,the difference between the contract price for Restricted Use Subscriptions and the list price for full subscriptions of the above-named product,for all of the Restricted Use Subscriptions showing unauthorized use (taken as a group),beginning with the date of the first violation through the end of the then current subscription term.Upon such payment,all such Restricted Use Subscriptions showing unauthorized use will be converted into full subscriptions for the remainder of the then current subscription term. Only Services on this Order Form that are identified by SKU in the Government Cloud Plus Products list available at https://www.salesforce.com/company/legal/agreements/,as updated from time to time,are Government Cloud Plus Products.All other Services are non-Government Cloud Plus products.The Government Cloud Available Products and Features Knowledge Article available at https://help.salesforce.com/articleView?id=000321821&type=1&mode=1 (“Knowledge Article”)identifies “Interoperable (but not authorized)”products and features which are compatible with Government Cloud Plus Products,in the manner as described in the Documentation.Customer has sole responsibility,prior to using new products or features with Government Cloud Plus Products,to determine if such products or features are within the Government Cloud Plus authorization boundary,as described in the Knowledge Article,and for maintaining the settings in its Salesforce Government Cloud Plus Org for the Org to remain compliant with the Government Cloud Plus authorizations.Salesforce provides customers with a Configuration User Guide available at https://publicsector-compliance-us.my.salesforce.com/to assist with the setup and configuration process.“Org”means a unique instance of the Services,i.e.,a separate set of Customer Data and Customer-specific Service customizations held by SFDC in a logically separated database (i.e.,a database segregated through password-controlled access).Customer acknowledges that the “Interoperable (but not authorized)"products and features,as well as any Non-SFDC Applications that interoperate with the Customer’s Salesforce Government Cloud Plus Org,fall outside of the Government Cloud Plus authorization boundary.In light of the foregoing,Customer understands and agrees that its Customer Data will be shared with "Interoperable (but not yet authorized)"products and features and Non-SFDC Applications that interoperate with its Salesforce Government Cloud Plus Org. Any increase in subscription pricing (excluding support and resource-based Services)for the first renewal term will not exceed 5%over the then-current subscription pricing,provided that (a)Customer renews its entire then-current subscription volume under this Order Form combined with any associated add-on Order Forms,and (b)the first renewal term is the same duration as the Order Term of this Order Form or one year (whichever is longer).Thereafter,any increase in subscription and support pricing will be in accordance with SFDC's pricing and policies in effect at the time of the renewal or as otherwise agreed to by the parties. --------------------------- Product Special Terms Heroku -1 Dyno Each Heroku -1 Dyno Unit (Per Month)subscription includes 750 Dyno hours per month.Customer understands that the above limitation is contractual in nature (i.e.,this limitation is not enforced in the Services as a technical matter)and therefore agrees to strictly review its Users'use of such subscriptions and enforce such limitation.SFDC may review Customer's use of such subscriptions at any time through the Services.If in any calendar month,Customer exceeds its permitted number of Dyno hours,SFDC reserves the right to charge Customer list price for as many additional Heroku -1 Dyno Unit (Per Month)needed to cover all Dyno hours consumed in excess of the permitted number of Dyno hours.Such additional fees will be charged to Customer monthly in arrears via the billing or payment method specified above. Government Cloud Plus The Government Cloud Plus subscription:(i)provides an isolated infrastructure for hosting authorized Salesforce Services,with additional controls specifically for US government customers and US government contractors,as further described in the Trust and Compliance Documentation (available at https://www.salesforce.com/company/legal/trust-and-compliance-documentation/);and (ii) amends and supplements the Premier Success Plan (available at https://sfdc.co/bDsV6q)for Services available on the Government Cloud Plus infrastructure as set forth below.The terms in the Premier Success Plan shall apply,except as otherwise set forth herein.For the purposes of this Product Special Term,“Qualified US Citizens”are individuals who:(1)are United States citizens;(2)are physically located within the United States while providing Premier Support Services;and (3)have completed a background check as a condition of their employment with Salesforce.Submitting a Case:Users can submit support cases as described in the Premier Success Plan.Cases submitted via the Help portal will automatically be routed to Qualified US Citizens.Cases submitted outside of the Help portal (e.g.via telephone or chat,when available)will not be responded to by Qualified US Citizens.These individuals will route cases to a team of Qualified US Citizens and will access the following information about Users in order to route the calls to Qualified US Citizens:first and GOVERNMENT PRICE QUOTATION LINE NO.PART NO.DESCRIPTION -QUOTE PRICE QTY EXTENDED PRICE CARAHSOFT TECHNOLOGY CORP. 11493 SUNSET HILLS ROAD |SUITE 100 |RESTON,VIRGINIA 20190 PHONE (703)871-8500 |FAX (703)871-8505 |TOLL FREE (888)662-2724 www.carahsoft.com |sales@carahsoft.com SALESFORCE.COM GOVERNMENT at CARAHSOFT PAGE 3 of 3 QUOTE DATE: QUOTE NO: 05/09/2023 39012814CONFIDENTIAL last name,email address,username,phone number,and physical business address.All support is provided in English only.All personnel engaged outside of the Help portal,including those in customer success roles or providing customer success services (e.g.Expert Coaching,Expert Office Hours),will not be Qualified US Citizens and will only have access to Customer Data if Customer provides such personnel a User ID or otherwise enables the sharing of Customer Data with such personnel. Salesforce Shield In order to use the Einstein Data Detect and Code Spec features,Customer’s system administrator must first install the managed package available at:https://sfdc.co/install-datadetect. ------------------------------------------------------------------ Customer must reference Quote number and Contract #on Purchase Order. Should Customer purchase via Reseller all terms of Carahsoft Quote must be incorporated in Reseller quote and Customer Purchase Order to Reseller. Any increase in subscription pricing (excluding support and resource-based Services)for the first renewal term will not exceed 5%over the then-current subscription pricing,provided that (a)Customer renews its entire then-current subscription volume under this Order Form combined with any associated add-on Order Forms,and (b)the first renewal term is the same duration as the Order Term of this Order Form or one year (whichever is longer).Thereafter,any increase in subscription and support pricing will be in accordance with SFDC's pricing and policies in effect at the time of the renewal or as otherwise agreed to by the parties Licensee agrees that any order for Salesforce Services will be governed by the terms and conditions of the Carahsoft Salesforce Service Terms,copies of which are found at https://carah.io/SFDC-TOU and all Schedules and Documentation referenced by the Terms are made a part hereof.The parties agree that any term or condition stated in a Customer purchase order or in any other Customer order documentation (excluding Quotes)is void.In the event of any conflict or inconsistency among the following documents,the order of precedence shall be:(1)the applicable Quotes (and their Contract Vehicle),(2)the TOU,and (3)the Documentation.Licensee acknowledges it has had the opportunity to review the Terms,prior to executing an order. Product Terms Directory:http://carah.io/Product-Terms-Directory Help &Training:http://carah.io/Help Government Cloud Plus:http://www.carahsoft.com/government-cloud-terms A list of currently available FedRAMP/IL4 Authorized Salesforce products can be found here: https://help.salesforce.com/articleView?id=000270080&language=en_US&type=1 2.0 Incapsulate Cost Proposal 2.1 Base Period Pricing Item Description Unit Cost Notes 1 Installation/Implementation 1 $395,723.80 fixed price costs for implementation tasks 2 Training 1 $0.00 Included in Implementation 3 Licensing/Subscription Costs Year 1 1 yr $610,343.91 Includes Capsule Subscription, Basic Support,390 internal Service Cloud Users and 250 Mobile Worker Users.See attached license quote for Details. The Total Amount of Proposal is $1,006,067.71. The above amount shall include any and all applicable taxes. Estimated Annual Subscription and Support Detail Subscription purchased from Incapsulate Cost CRM Capsule -All Departments +250 Mobile Worker App Users $85,000.00 Managed Services Basic support $30,000.00 Incapsulate Total Year 1 Costs $115,000.00 Subscription purchased from Carahsoft Cost Service Cloud Unlimited Edition 390 users $374,400.00 Gov Cloud Plus 15%Net Price $37,679.98 Customer Community Logins 200 per month $2,380.00 Shield $79,123.96 Heroku -5 Dyno Units $1,759.97 Carahsoft (Salesforce)Total Year 1 Costs $495,343.91 Annual Subscription Detail Total -Year 1 Costs $610,343.91 650 Massachusetts Avenue NW Washington,DC 20001 1 of 7 Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. 2.2 Option Period Pricing (3.5%Escalation per Year) Item Description Unit Incapsulate Carahsoft Total 1 Licensing/Subscription Costs Option 1 -Year 1 per year $119,025.00 $512,680.95 $631,705.95 2 Licensing/Subscription Costs Option 1 -Year 2 per year $123,190.88 $530,624.78 $653,815.65 3 Licensing/Subscription Costs Option 1 -Year 3 per year $127,502.56 $549,196.65 $676,699.20 4 Licensing/Subscription Costs Option 1 -Year 4 per year $131,965.15 $568,418.53 $700,383.68 5 Licensing/Subscription Costs Option 1 -Year 5 per year $136,583.93 $588,313.18 $724,897.10 2.3 Assumptions ●This plan assumes out of the box 311 capsule implementation without any customizations ●The implementation plan assumes a fresh production org for 311 implementation ●The proposed plan assumes 4 sandboxes to be spun up.Implementation will follow the standard route.Dev >QA >Production. ●The proposed plan assumes Incapsulate will configure 50 Service Request (SR)types,25 Knowledge Articles,10 Reports and 5 Dashboards in scope ●SR types above 50 will be configured and tested by the city admin team trained by Incapsulate during the project. ●The proposed plan assumed that console,web portal,worker and citizen apps are in scope ●AWS setup will be used for Mobile Worker APP ●Incapsulate assumes the City would procure and provide access to Google and Apple Developer Accounts for Citizen App and Apple Enterprise Account for Worker iOS App. ●Incapsulate assumes Standard Salesforce Reporting Capabilities.No Custom Reports are in scope. ●SSO is an option but is out of scope for this project. ●311Vision is a paid feature that is out of scope for this project,but can be added after GoLive by the City as an example of how AI and machine learning can be used going forward with the CRM Capsule and Salesforce. ●For SMS/Text Feature,Incapsulate assumes that a solution with Twilio/OneReach will be covered on the product on R16 and hence it can be included in this implementation.If we go with OneReach,Twilio will be out of scope and the client will have to take the OneReach cost. ●Data Migration is considered only to load the contacts/users.No service requests will be migrated. ●ADA Compliance -For now we have not considered Web 2.0 and Mobile 2.0 in scope.If the release timeline for both matches the implementation timeline,we will include them else we should take a route to upgrade web and mobile as managed service. 650 Massachusetts Avenue NW Washington,DC 20001 2 of 7 Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. ●Only consultation has been considered in scope for 3rd Party Integration.(Corrigo,Infor and Accela).Incapsulate consultation hours are limited to 150 hours. ●CTI Integration -The City needs to procure an Appexchange CTI Connector such as TenFold from Bucher-Suter or Similar.Pricing and approach for CTI can be confirmed during the project. ●Chatbot is in Scope as outlined in the response ●Push Notification implementation is considered with Amazon Pinpoint service as that works with our on 311 Capsule product. ●Subscription cost of Amazon Pinpoint applies to the Push Notification feature and would need to be purchased separately by the City from Amazon. ●Salesforce licenses will be purchased from Carahsoft as quoted in section 2.5,not from Incapsulate. ●Question 1:What type of ADA Compliance Versions that you follow? ●Response:Incapsulate’s 311 Capsule solution is native to Salesforce and we adopt Salesforce ADA Compliance. ●For the most recent ADA Compliance see link - https://www.salesforce.com/company/legal/508_accessibility/ ●Salesforce Customer Service ACR - https://www.salesforce.com/content/dam/web/en_us/www/documents/legal/508%20acce ssibility/customer-service_acr_oct2021.pdf ●Experience Cloud –Aura (Desktop and Web Mobile)ACR - https://www.salesforce.com/content/dam/web/en_us/www/documents/legal/experience-cl oud-aura-acr-august2022.pdf ●Question 2:Have you done a VPAT (Voluntary Product Accessibility Template)? ●Response:See response above,the link above also includes the latest VPAT report ●Question 3:What are your SSO costs? ●Response:As part of the licenses purchased the Salesforce platform provides SSO functionality without any additional cost.Incapsulate has already included the cost for enabling and configuring SSO in the CRM Replacement Project.SSO will be enabled using the City’s Active Directory.See screenshot below 650 Massachusetts Avenue NW Washington,DC 20001 3 of 7 Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. 2.4 Cost Form 650 Massachusetts Avenue NW Washington,DC 20001 4 of 7 Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. 2.5 Carahsoft Quote 650 Massachusetts Avenue NW Washington,DC 20001 5 of 7 Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. 650 Massachusetts Avenue NW Washington,DC 20001 6 of 7 Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. 650 Massachusetts Avenue NW Washington,DC 20001 7 of 7 Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. Report Evaluation Committee RFP No. 12300269 1 REPORT FROM EVALUATION COMMITTEE REQUEST FOR PROPOSAL FOR REQUIREMENTS CONTRACT FOR CRM REPLACEMENT REQUEST FOR PROPOSAL NO. 12300269 May 10, 2023 COMMITTEE AND PROOF OF CAPABILITIES MEMBERS: Bryon Horn, Information Services Department (Project lead) Sarah Beye, Call Center/311 Manager, Information Services Department (Project Lead) Gina Medina, Call Center/311 Supervisor, Information Services Department Dennis Jones, Systems and Applications Manager, Information Services Department Pedro Braz, Senior Programmer Analyst, Information Services Department Sanjay Patteson, Database Administrator, Information Services Ed Smith, GIS Manager, Information Services Department Harjinder Saini, Community Coordinator, Office of the City Manager & Mayor Brock Buche, Director, Department of Utilities Scott Mozier, Director, Department of Public Works Aaron Aguirre, Director, Parcs and Recreation Department Brian Russell, Assistant Director, Public Works Melissa Almaguer, Parking Manager, Planning & Development Department Billy (Joseph) Burgen, Chief of Facilities Maintenance, Transportation Department Bret Conner, Public Utilities Manager, Public Works Ray Ramos, Custodial Supervisor, Transportation Department Cha Thao, Custodial Supervisor, Transportation Jill Aiello, Project Liaison/Program Administrator, Department of Public Works TJ Miller, Assistant City Manager, Office of the City Manager & Mayor FACILITATOR JONATHAN MEDINA, DBE/Small Business Coordinator, Purchasing, Finance Department BACKGROUND: The goal of this Request for Proposal (RFP) was to solicit proposals from qualified vendors to propose a replacement for the City’s Customer Relationship Management (CRM) software known as PublicStuff. This software is end of life and end of support and has been serving the public since 2015 branded as “FresGO.” The RFP is seeking a full service solution including linking other applications that are being used by the City. Report Evaluation Committee RFP No. 12300269 2 The RFP was posted to Planet Bids site on August 5, 2022, and eleven proposals were downloaded, opened and recorded on September 27, 2022. This proposal would be for a one (1) year contract with the option for four (4) five (5) year extensions at the City’s discretion based upon performance and adherence to contract requirements. From the initial list, four proposers were selected for deeper review/proof of concept meetings. SIGNIFICANT EVENTS Bid Release – August 5, 2022 Bid Opening – September 27, 2022 Committee Kickoff Meeting – October 31, 2022 Proof of Capabilities Selection Committee Meeting – December 5, 2022 Vendors Selected for Proof of Capabilities Day Time Vendor 1 Tuesday, Jan 17th 9:00 a.m. – 11:00 a.m. Catalyst 2 Friday, Jan 27th 1:00 p.m. – 3:00 p.m. Granicus 3 Tuesday, Jan 31st 8:00 a.m. – 10:00 a.m. Incapsulate 4 Thursday, Jan 26th 1:00 p.m. – 3:00 p.m. Rock Solid Award Selection Committee Meeting – February 17, 2023 Committee Meeting Regarding Mass Closing and Geo-mapping – March 2, 2023 Meeting with Incapsulate to Discuss Software Licensing Details and Costs EVALUATION FOR DETERMINATION OF COMPETITIVE RANGE 1. Cost – The reasonableness and competitiveness of the total price for services, licensing, and implementation. 2. Ability to Meet the Stated Requirements – The vendors ability to meet the requirements as described in Scope of Work contained in the RFP on pages 36 to 42. 3. Conformance to the Terms and Conditions of the RFP – Completeness of the response and required forms in accordance with RFP instructions; exceptions or deviations from the RFP requirements or any other relevant factors. 4. Future Growth and Expansion of the Proposal – Does the proposal fit the City’s needs and can it grow with and expand as the City’s needs develop over time. Report Evaluation Committee RFP No. 12300269 3 5. Documentation of Proposed Project Plan Timeline – Ability to meet and adhere to project timeline to complete the project on time and on budget. 6. Qualifications, Experience and References – Technical experience in performing the same work with public agencies, strength and stability of the firm, and assessment by references for providing similar project implementations in other public agencies. COMMITTEE NOTES Incapsulate – ($712,948.65) Incapsulate solution is a programmed solution utilizing Salesforce. Salesforce is a data platform that allows a data store, and this data store can be used for many purposes. Once the CRM system is in place, customizations and add-ons can be implemented to perform other functions. As to the solution Incapsulate proposed, it was chosen as one of the proposals in which the team wanted to see demonstrations. It checked all the boxes and met all the criteria as it was a robust solution that had the ability to perform similar functions as the City requires in a pleasing presentation. It contained both web based and mobile functions as well as geofencing – which is necessary for the City. The price tag for this solution is rather high, however, it is because it is running over Salesforce which provides a great deal of flexibility allowing the City to use the data and expand the City’s online presence. The Evaluation Team ranked this solution as the best solution for the City’s needs. Rock Solid – Cost Proposal ($139,280) Rock Solid (now owned by Granicus) is a solution similar to PublicStuff in that it handles requests via web and mobile devices. It also met all the City’s needs with the ability to log and track work orders as well as report on City work orders, etc. It is a solution that is cost effective and would meet the City’s needs. The solution is not expandable in that it is a programmed application by the vendor and does not run over a flexible platform like Salesforce. The Evaluation Team ranked this solution as the second best solution for the City’s needs. Catalyst – ($704,124.85) Catalyst is another solution that is programmed on the Salesforce platform. It also could be used on the web or from a mobile application. While it met all the needs of the City, it was not as robust as the other top two solutions. The Evaluation Team ranked this the third best solution for the City. Granicus – Cost Proposal ($204,100) The Granicus solution is similar to PublicStuff in that it is a workorder system that has most of the functionality for which the City desires. It is similar to the Rock Solid solution but does not have the same robust features being offered by Rock Solid. It is also not written on a platform which the City can expand upon. The Evaluation Team ranked this solution as the fourth best solution for the City. Report Evaluation Committee RFP No. 12300269 4 RECOMMENDATION After closely examining the licensing requirements of the City it was determined that the initial proposed licenses would be too low for the City’s needs. This would also be true for any Salesforce offerings that the City is considering. After the licensing adjustments, the City determined that the amount needed to make this a success is $1,006,067.71. Even with the licensing adjustments, the Committee unanimously agreed that Incapsulate would be the best fit for the City’s needs and recommends that Council approve and award Incapsulate a one (1) year contract with the option of four (4) five (5) year renewals. As with any other enterprises system, licensing costs may change as a result of hiring new personnel, adding current personnel to different roles and cost escalators (cost of living) increase. This change may result in a decrease or increase in licensing costs depending upon the situation. City of Fresno,CA Incapsulate 311 Solution Overview May 2023 2 Incapsulate Confidential Information Incapsulate provides Fast, Easy and Smart Solutions built on Salesforce ●We are a Top Tier Salesforce Implementation Partner in Public Sector ●Our Teams are focused on Implementing State and Local Government Solutions ●We have over 25 cities and counties currently using our 311 solution ●Our CSAT is 4.95 our to 5 Incapsulate | Company Overview 3 Incapsulate Confidential Information FresGo 311| Making Citizen Engagement Fast. Easy. Smart. The FresGo 311 is a 23 Week project and the implementation will include: ●Public facing Mobile App allowing residents to submit Service Requests (SRs) ●Streamlined 311 Agent Console to take SRs over the phone ●Omnichannel (Chatbot and Live Chat) with Notifications via Email and/or Text ●Mobile Worker allowing city workers to update/close SRs with before and after pictures ●Reports and Dashboards ●Training & Support Agent/Department Consoles Mobile City Worker App Self-Service Web Portal & Mobile App 4 Incapsulate Confidential Information 311 Capsule | Intuitive Experience for Agents Agent guidance and dynamic recommendations Intuitive information presented as needed Information and Services blended for quick access to the answers 5 Incapsulate Confidential Information 311 Capsule | Web and Mobile Self-Service Access for Citizens Consistent user experience for the citizen - across all channels Citizens can create a Portal Account and online presence One configuration for all channels 6 Incapsulate Confidential Information 311 Capsule | Dashboards and Reports Dashboards show the big picture of citizen engagement Reports can provide Multiple Views (neighborhood, department, request type) Dynamically updated using live data FresGo 311| Implementation Timeline ●Install CRM Capsule and Web Portal ●Review and Configure ESRI (Address Validation & GIS) ●Review and Configure Initial Case Types Kickoff & Install Discover & Align System Setup & Configure SRs Review & Train Deploy & GoLive ●SR Configuration Training to City Staff ●Salesforce Configuration (Roles, Profiles, Queues) ●Configure Specific Reports and Dashboards ●Final Data Migration & Staging ●Production Deployment ●Remote Train-the-trainer ○End User Training ○Admin Training ●User Acceptance Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12 Wk 13 Wk 14 Wk 15 Wk 16 Wk 17 Wk 18 Wk 19 Wk 20 Wk 21 Wk 22 Wk 23 Program Management ●Weekly Activities ○Status Meetings and Updates ○Issue/Risk Log Management ○Sprint Planning Reporting ●Monthly Activities ○Steering Committee Meetings ○Issue Review with Executive Team ○Sprint Demos ●Quarterly Activities ○Joint Steering & Executive Project Meeting ○Executive Project Readout ○Functional Demos Integration and Data Migration ●ESRI/GIS ●Open311 APi ●Data Migration Setup ●Data Migration Review & Test Incapsulate Clients | Local Government Corpus Christi 311Suffolk 311 Orange County CRMDallas 311DC 311 Baltimore 311 Prince William 311 Prince George 311 Spokane 311 Indianapolis Mayor’s Action Center Alexandria 311 Bellevue CRM Virginia Beach 311 Tampa CRM Burleson 311 Philadelphia 311 San Bernardino County Board of Supervisors City of Nashville TN hubNashville Citizen Services 9 Thank you! www.Incapsulate.com City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-451 Agenda Date:6/8/2023 Agenda #:1.-F. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:RICK STAGGS, Assistant Director Department of Public Utilities - Wastewater Management Division ARTURO ALVAREZ, Wastewater Manager, Certified Department of Public Utilities - Wastewater Management Division SUBJECT Actions pertaining to Golden Bell Products, Inc., (“Golden Bell”) as the Service Provider to purchase Insecta Access Structure Coating (Citywide): 1. RESOLUTION - Adopt a resolution authorizing an exception to the formal bidding procedures and award a Sole Source Purchasing Agreement with Golden Bell 2. Approve a multi-year sole source purchasing agreement with Golden Bell for the annual purchase and Citywide application of Insecta cockroach pesticide in identified City sanitary sewer access structures, in a total amount not to exceed $99,000 per year 3. Authorize the Director of Public Utilities, or designee, to execute a multi-year sole source purchasing agreement with Golden Bell for the annual purchase and Citywide application of Insecta cockroach pesticide in identified City sanitary sewer access structures, in a total amount not to exceed $99,000 per year for the next four years, with provisions for three one-year extensions. RECOMMENDATION Staff recommends City Council adopt the Resolution for a multi-year sole source purchasing agreement with Golden Bell in the annual amount not to exceed $99,000 for the purchase and application of Insecta over the next four years, with provisions for three one-year extensions thereafter; approve a multi-year sole source purchase agreement with Golden Bell; and authorize the Director of Public Utilities, or designee, to sign and execute all documents on behalf of the City of Fresno (City). EXECUTIVE SUMMARY The Wastewater Management Division’s Collection System Maintenance (CSM) workgroup requests City Council adopt the Resolution authorizing an exception to the formal bidding procedures and award Sole Source Purchasing Agreement with Golden Bell and approve a multi-year sole source agreement with Golden Bell for the annual purchase and application of Insecta, an insecticide used City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT R. 2023-173 APPROVED ON CONSENT File #:ID 23-451 Agenda Date:6/8/2023 Agenda #:1.-F. agreement with Golden Bell for the annual purchase and application of Insecta,an insecticide used to target cockroach populations, in City-owned sanitary sewer access structures (“manholes”). No other available products have been found to be as effective and for as long as Insecta,and Golden Bell is the sole distributor authorized to sell and licensed to apply the product in the State of California until the year 2030.Based on historical data,approximately 3,800 access structures are to be treated every year at an estimated annual cost of $99,000.At this rate,each three-year cycle will account for the treatment of approximately 50 percent of all City-owned sewer access structures throughout the system. BACKGROUND The City is comprised of approximately 1,600 miles of sewer mainlines,24,720 sewer access structures,and 145,000 residential,commercial,and industrial private service connections; cockroaches use these service connections to access residential and business structures.The moist and nutrient-rich environment of these sewer assets creates a utopia for cockroach populations. Because of the cockroach’s ability to transmit bacteria and disease,in addition to frequent customer service requests on the matter,abatement is a priority for CSM.Traditional methods for control are not feasible due to reapplication duration and effectiveness;in seeking alternate options for abatement,it was discovered that other insecticide options were not only less effective but required more frequent reapplication, ranging from every 30 - 90 days. Because traditional methods are not feasible,CSM recommends the continued use of Insecta,an EPA-registered product that is sold and applied exclusively by Golden Bell.Insecta is an insecticide that is impregnated into latex paint and sprayed onto the walls of the sewer access structures to prevent the proliferation of cockroaches immediately and long-term.Insecta has proven to be an effective means of cockroach abatement in sewer access structures through internal in situ testing conducted over a three-year span, which CSM has found to be the demonstrated duration of efficacy. The product is only available from Golden Bell,as they are the sole distributor with the application rights and the required licensing to apply the Insecta product in the State of California until the year 2030.CSM has attempted to locate other vendors,however no other vendors are permitted to apply this product in the State of California (per the sole source justification letters from both the Supplier and the Manufacturer),and there are no comparable products available on the market able to meet the City’s needs. The current combined cost of the product and its application is $26.00 per sewer access structure. CSM’s cockroach control Program,in place since Fiscal Year 2013,targets approximately 3,800 access structures per year at the current cost of $99,000 annually.At this rate,the Program will have treated approximately 50% of the City sewer access structures every three-year cycle. This multi-year sole source purchasing agreement covers a four-year allowance with Golden Bell, with provisions for three one-year extensions thereafter.Annual funding for this work comes from the CSM Operations and Maintenance budget;future purchases under this resolution will be included in future CSM fiscal year budgets. City Attorney has reviewed the agreement and approved as to form. City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-451 Agenda Date:6/8/2023 Agenda #:1.-F. ENVIRONMENTAL FINDINGS Pursuant to California Environmental Quality Act (CEQA)Guidelines Section 15378,this item is not a project for the purposes of CEQA. LOCAL PREFERENCE Local preference was not implemented because the memorandum is a sole source agreement. FISCAL IMPACT There is no impact to the General Fund.Work done by Golden Bell occurs Citywide.Appropriations for this work are included in the Fiscal Year 2023 Collection System Maintenance Operations and Maintenance Budget within the Sewer Enterprise Fund (40501);future annual purchases will be included in future fiscal year budgets.This is a four-year sole source purchasing agreement with provisions for three one-year extensions thereafter. Attachments: Attachment 1 - Sole Source Resolution Attachment 2 - Sole Source Memorandum Attachment 3 - Product and Service Agreement City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ City of ~B~~~-~\ I I<::_ rn ■ --1~~~~ DEPARTMENT OF PUBLIC UTILITIES MEMORANDUM DATE: TO : FROM: BY: May 3 , 2023 GEORGEANNE A. WHITE , City Manager City Manager's Office BROCK D. BUCHE, PE, PLS , Director (js{j)fS Department of Public Utilities ART ALVAREZ, Wastewater Manager, Certified -:~ Ji Department of Public Utilities -Wastewater Management Division SUBJECT: AUTHORIZE SOLE SOURCE -GOLDEN BELL PRODUCTS, INC.; INSECTA (COCKROACH CONTROL) The purpose of this memorandum is to request City Manager approval for sole source authorization to contract with Golden Bell Products, Inc., ("Golden Bell") for the annual purchase and application of lnsecta pesticide in City sewer access structures. The City is comprised of approximately 1,600 miles of sewer mainlines, 24,720 sewer access structures, and 145,000 residential, commercial, and industrial service connections; cockroaches use service connections to access residential and business structures. The moist and nutrient-rich environment of these sewer assets creates a utopia for cockroach populations. Because of the cockroach's ability to transmit disease and bacteria, in addition to frequent customer service requests on the matter, abatement is a priority for Collection System Maintenance (CSM). Traditional methods for control are not feasible due to reapplication duration and effectiveness. In seeking alternate options for abatement, it was discovered that other insecticide options were less effective and required more frequent reapplication , ranging from every 30-90 days . Because traditional methods are not feasible, CSM recommends the continued use of lnsecta, an EPA-registered product that is sold and applied exclusively by Golden Bell. lnsecta is an insecticide that is impregnated into latex paint and sprayed onto the walls of the sewer access structures to prevent the proliferation of cockroaches immediately and long-term . lnsecta has proven to be an effective means of cockroach abatement in sewer access structures through internal in situ testing conducted over a three-year span, which is CSM 's demonstrated duration of efficacy. May 3, 2023 Page 2 of 4 The product is only available from Golden Bell, as they are the sole distributor with the application rights and the required licensing to apply the lnsecta product. CSM has attempted to locate other vendors, however no other vendors are allowed to apply this product in the State of California (per the sole source letters from both the supplier and manufacturer, pages 3 and 4, respectively); and there are no comparable products available on the market able to meet the City's needs. The current combined cost of the product and its application is $26.00 per sewer access structure. CSM's cockroach control Program, in place since Fiscal Year 2013, targets approximately 4,000 access structures per year at the current cost of $99,000 annually . At this rate, CSM will have treated approximately 50% of the City's sewer access structures every three-year cycle. This multi-year sole source purchase agreement covers a four-year allowance with Golden Bell, with provisions for three one-year extensions thereafter. If you have any questions or require any additional information, please do not hesitate to contact Art Alvarez at 559-621-1270. __ Approved Denied -- Georgeanne A White, City Manager Date Attachment -Sole Source Justification c: Rick Staggs, Assistant Director X 5/4/23 May 3, 2023 Page 3 of 4 Gf f N PRODUCTS, JNC. I Attachment 952 N Batavia Street Orange, CA 92867-PHONE (714) 363-3985 FAX (714) 997-4807 www .golden bell products.com Sole Source Justification Within the State of California Golden Bell Products has the sole source right for the application and distribution of Insecta. Golden Bell Products has provided the service and product that is used in sewer manholes for the control of cockroaches since October of 1998, when the first test area was treated in the State of California. Insecta is the only registered product of its type and active ingredient labeled for use in sewer manholes. The product is a formulated product, which is produced in an EPA approved establishment. The product comes ready to use and since it is a polymerized product there is no field mixing required, (which is not the case with any additive type of product). Insecta has been tested and applied by Orange County Sanitation Districts and has proven to be effective standing up to the eighteen-month guarantee provided by Golden Bell and the product manufacturer. Additionally, this product is used and approved by Los Angeles County Sanitation District and approximately 60 other cities and agencies within the state of California. Over the past 23 years Golden Bell Products has provided this service with minimal price increases. Finally, Golden Bell Products is a local vendor that holds the correct licensing for application of pesticides in sewer manholes. Golden Bell Products is licensed by the California Agricultural Department of Pesticide Regulation. Holding a QAL license with the required categories A, C and Nanda Pest Control Business License. Golden Bell carries and maintains all current registrations with all the County Agricultural Commissioners in each of the counties they apply the Insecta pesticide in. May 3, 2023 Page 4 of 4 The accompanying letter from the manufacturer of lnsecta shows Golden Bell as the sole source for the application and distribution of lnsecta in the State of California. JABco Jim Lawrence President 288 Centennial Park Drive Daytona Beach, FL 32124 March 8, 2021 To Whom It May Concern: Toll Free : (888) 781-6955 Cell : 727-365-6995 I, Jim Lawrence, President of JABco, the manufacturing company for lnsecta, EPA registration number 45600-1, have granted Golden Bell Products the sole distribution and application rights within the State of California. Golden Bell Products has proven its expert\se in selling and applying lnsecta 45600-1 since 1997 and will maintain the sole source to lnsecta until the year 2030. Any California company that would use lnsecta or lnsecta Liquid is required to purchase the material from Golden Bell Products. If any bids were received indicating otherwise, the bidding company is misrepresenting itself. All lnsecta 45600-1 product used for manhole cockroach control in sewer manholes is sold through Golden Bell Products. Sincerely im Lawrence President ALL-B GSP Agt Not to Exceed (12-2022) -1- PRODUCT AND SERVICE AGREEMENT CITY OF FRESNO, CALIFORNIA THIS AGREEMENT (Agreement) is made and entered into, effective on __________, by and between the CITY OF FRESNO, a California municipal corporation (City), and Golden Bell Products, Inc. (Service Provider). RECITALS WHEREAS, City desires to enter into a product and service agreement with Service Provider to purchase Insecta Access Structure (Manhole) Coating services for the treatment and prevention of cockroach infestations (Project); and WHEREAS, Service Provider is engaged in the business of furnishing such services as a municipal chemical provider and hereby represents that it desires to and is professionally and legally capable of performing the services called for by this Agreement; and WHEREAS, Service Provider acknowledges that this Agreement is subject to the requirements of Fresno Municipal Code Section 4-107; and WHEREAS, this Agreement will be administered for the City by its Collection System Maintenance Wastewater Manager, (Administrator) or designee. AGREEMENT NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, and premises hereinafter contained to be kept and performed by the respective parties, it is mutually agreed as follows: 1. Products. Service Provider hereby agrees to sell and deliver to City, and City hereby agrees to purchase and accept from Service Provider, the product listed in EXHIBIT A. 2. Scope of Services. Service Provider shall perform to the satisfaction of City the services described in Exhibit A, including all work incidental to, or necessary to perform, such services even though not specifically described in Exhibit A. 3. Term of Agreement and Time for Performance. This Agreement shall be effective from the date first set forth above (Effective Date) and shall continue in full force and effect for an initial term running through June 30, 2027. Thereafter, if mutually agreed upon, the parties have the option to extend this agreement in one-year increments, for up to three additional years; subject to any earlier termination in accordance with this Agreement. Any extension must be provided in writing. The services of Service Provider as described in Exhibit A are to commence upon the Effective Date and shall be completed in a sequence assuring expeditious completion, but in any event, all such services shall be completed prior to expiration of this Agreement and in accordance with any performance schedule set forth in Exhibit A. 4. Compensation. (a) Service Provider’s sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement and shall not exceed $99,000, paid on the basis of the rates set forth in the schedule of DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -2- fees and expenses contained in Exhibit A. Such fee includes all expenses incurred by Service Provider in performance of the services. (b) Detailed statements shall be rendered monthly for services performed in the preceding month and will be payable in the normal course of City business. City shall not be obligated to reimburse any expense for which it has not received a detailed invoice with applicable copies of representative and identifiable receipts or records substantiating such expense. (c) The parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification shall include an adjustment to Service Provider’s compensation. Any change in the scope of services must be made by written amendment to the Agreement signed by an authorized representative for each party. Service Provider shall not be entitled to any additional compensation if services are performed prior to a signed written amendment. 5. Termination, Remedies, and Force Majeure. (a) This Agreement shall terminate without any liability of City to Service Provider upon the earlier of : (i) Service Provider’s filing for protection under the federal bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party against Service Provider; (ii) seven calendar days’ prior written notice with or without cause by City to Service Provider; (iii) City’s non-appropriation of funds sufficient to meet its obligations hereunder during any City fiscal year of this Agreement, or insufficient funding for the Project; or (iv) expiration of this Agreement. (b) Immediately upon any termination or expiration of this Agreement, Service Provider shall (i) immediately stop all work hereunder; (ii) immediately cause any and all of its subcontractors to cease work; and (iii) return to City any and all unearned payments and all properties and materials in the possession of Service Provider that are owned by City. Subject to the terms of this Agreement, Service Provider shall be paid compensation for services satisfactorily performed prior to the effective date of termination. Service Provider shall not be paid for any work or services performed or costs incurred which reasonably could have been avoided. (c) In the event of termination due to failure of Service Provider to satisfactorily perform in accordance with the terms of this Agreement, City may withhold an amount that would otherwise be payable as an offset to, but not in excess of, City’s damages caused by such failure. In no event shall any payment by City pursuant to this Agreement constitute a waiver by City of any breach of this Agreement which may then exist on the part of Service Provider, nor shall such payment impair or prejudice any remedy available to City with respect to the breach. (d) Upon any breach of this Agreement by Service Provider, City may (i) exercise any right, remedy (in contract, law or equity), or privilege which may be available to it under applicable laws of the State of California or any other applicable law; (ii) proceed by appropriate court action to enforce the DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -3- terms of the Agreement; and/or (iii) recover all direct, indirect, consequential, economic and incidental damages for the breach of the Agreement. If it is determined that City improperly terminated this Agreement for default, such termination shall be deemed a termination for convenience. (e) Service Provider shall provide City with adequate written assurances of future performance, upon Administrator’s request, in the event Service Provider fails to comply with any terms or conditions of this Agreement. (f) Service Provider shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of Service Provider and without its fault or negligence such as, acts of God or the public enemy, acts of City in its contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. Service Provider shall notify Administrator in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, and shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to Administrator of the cessation of such occurrence. 6. Confidential Information and Ownership of Documents. (a) Any reports, information, or other data prepared or assembled by Service Provider pursuant to this Agreement shall not be made available to any individual or organization by Service Provider without the prior written approval of the Administrator. During the term of this Agreement, and thereafter, Service Provider shall not, without the prior written consent of City, disclose to anyone any Confidential Information. The term Confidential Information for the purposes of this Agreement shall include all proprietary and confidential information of City, including but not limited to business plans, marketing plans, financial information, materials, compilations, documents, instruments, models, source or object codes and other information disclosed or submitted, orally, in writing, or by any other medium or media. All Confidential Information shall be and remain confidential and proprietary in City. (b) Any and all writings and documents prepared or provided by Service Provider pursuant to this Agreement are the property of City at the time of preparation and shall be turned over to City upon expiration or termination of the Agreement. Service Provider shall not permit the reproduction or use thereof by any other person except as otherwise expressly provided herein. (c) If Service Provider should subcontract all or any portion of the services to be performed under this Agreement, Service Provider shall cause each subcontractor to also comply with the requirements of this Section 6. (d) This Section 6 shall survive expiration or termination of this Agreement. 7. Level of Skill. It is further mutually understood and agreed by and between the parties hereto that inasmuch as Service Provider represents to City that Service Provider and its subcontractors, if any, are skilled in the profession and shall DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -4- perform in accordance with the standards of said industry necessary to perform the services agreed to be done by it under this Agreement, City relies upon the skill of Service Provider and its subcontractors, if any, to do and perform such services in a skillful manner and Service Provider agrees to thus perform the services and require the same of any subcontractors. Therefore, any acceptance of such services by City shall not operate as a release of Service Provider or any subcontractors from said industry and professional standards. 8. Indemnification. To the furthest extent allowed by law, Service Provider shall indemnify, hold harmless and defend City and each of its officers, officials, employees, agents, and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage), and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees and litigation expenses) that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of Service Provider, its principals, officers, employees, agents, or volunteers in the performance of this Agreement. If Service Provider should subcontract all or any portion of the services to be performed under this Agreement, Service Provider shall require each subcontractor to indemnify, hold harmless and defend City and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Agreement. 9. Insurance. (a) Throughout the life of this Agreement, Service Provider shall pay for and maintain in full force and effect all insurance as required in Exhibit B, which is incorporated into and part of this Agreement, with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide, or (ii) as may be authorized in writing by City’s Risk Manager or designee at any time and in its sole discretion. The required policies of insurance as stated in Exhibit B shall maintain limits of liability of not less than those amounts stated therein. However, the insurance limits available to City, its officers, officials, employees, agents, and volunteers as additional insureds, shall be the greater of the minimum limits specified therein or the full limit of any insurance proceeds to the named insured. (b) If at any time during the life of the Agreement or any extension, Service Provider or any of its subcontractors fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to Service Provider shall be withheld until notice is received by City that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to City. Any failure to maintain the required insurance shall be sufficient cause for City DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -5- to terminate this Agreement. No action taken by City pursuant to this section shall in any way relieve Service Provider of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by City that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent. (c) The fact that insurance is obtained by Service Provider shall not be deemed to release or diminish the liability of Service Provider, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify City shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Service Provider. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of Service Provider, its principals, officers, agents, employees, or persons under the supervision of Service Provider, vendors, suppliers, invitees, consultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them. (d) Upon request of City, Service Provider shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement. (e) If Service Provider should subcontract all or any portion of the services to be performed under this Agreement, Service Provider shall require each subcontractor/sub-consultant to provide insurance protection, as an additional insured, to the City and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of this section, except that any required certificates and applicable endorsements shall be on file with Service Provider and City prior to the commencement of any services by the subcontractor. Service Provider and any subcontractor/sub- consultant shall establish additional insured status for City, its officers, officials, employees, agents, and volunteers by using Insurance Service Office (ISO) Form CG 20 10 11 85 or both CG 20 10 10 01 and CG 20 37 10 01 or by an executed manuscript company endorsement providing additional insured status as broad as that contained in ISO Form CG 20 10 11 85. 10. Conflict of Interest and Non-Solicitation. (a) Prior to City’s execution of this Agreement, Service Provider shall complete a City of Fresno conflict of interest disclosure statement in the form as set forth in Exhibit C. During the term of this Agreement, Service Provider shall have the obligation and duty to immediately notify City in writing of any change to the information provided by Service Provider in such statement. (b) Service Provider shall comply, and require its subcontractors to comply, with all applicable (i) professional canons and requirements governing avoidance of impermissible client conflicts; and (ii) federal, state, and local DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -6- conflict of interest laws and regulations including, without limitation, California Government Code Section 1090 et. seq., the California Political Reform Act (California Government Code Section 87100 et. seq.) and the regulations of the Fair Political Practices Commission concerning disclosure and disqualification (2 California Code of Regulations Section 18700 et. seq.). At any time, upon written request of City, Service Provider shall provide a written opinion of its legal counsel and that of any subcontractor that, after a due diligent inquiry, Service Provider and the respective subcontractor(s) are in full compliance with all laws and regulations. Service Provider shall take, and require its subcontractors to take, reasonable steps to avoid any appearance of a conflict of interest. Upon discovery of any facts giving rise to the appearance of a conflict of interest, Service Provider shall immediately notify City of these facts in writing. (c) In performing the work or services to be provided hereunder, Service Provider shall not employ or retain the services of any person while such person either is employed by City or is a member of any City council, commission, board, committee, or similar City body. This requirement may be waived in writing by the City Manager, if no actual or potential conflict is involved. (d) Service Provider represents and warrants that it has not paid or agreed to pay any compensation, contingent or otherwise, direct or indirect, to solicit, or procure this Agreement or any rights/benefits hereunder. (e) Service Provider and any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third party in connection with this Project unless such interest is in accordance with all applicable law and fully disclosed to and approved by the City Manager, in advance and in writing. Notwithstanding any approval given by the City Manager under this provision, Service Provider shall remain responsible for complying with Section 10(a), above. (f) If Service Provider should subcontract all or any portion of the work to be performed or services to be provided under this Agreement, Service Provider shall include the provisions of this Section 10 in each subcontract and require its subcontractors to comply therewith. (g) This Section 10 shall survive expiration or termination of this Agreement. 11. Recycling Program. In the event Service Provider maintains an office or operates a facility(ies), or is required herein to maintain or operate same, within the incorporated limits of the City of Fresno, Service Provider at its sole cost and expense shall: (a) Immediately establish and maintain a viable and ongoing recycling program, approved by City’s Solid Waste Management Division, for each office and facility. Literature describing City recycling programs is available from City’s Solid Waste Management Division and by calling City of Fresno Recycling Hotline at (559) 621-1111. DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -7- (b) Immediately contact City’s Solid Waste Management Division at (559) 621- 1452 and schedule a free waste audit and cooperate with such Division in their conduct of the audit for each office and facility. (c) Cooperate with and demonstrate to the satisfaction of City’s Solid Waste Management Division the establishment of the recycling program in paragraph (a) above and the ongoing maintenance thereof. 12. General Terms. (a) Except as otherwise provided by law, all notices expressly required of City within the body of this Agreement, and not otherwise specifically provided for, shall be effective only if signed by the Administrator or designee. (b) Records of Service Provider’s expenses pertaining to the Project shall be kept on a generally recognized accounting basis and shall be available to City or its authorized representatives upon request during regular business hours throughout the life of this Agreement and for a period of three years after final payment or, if longer, for any period required by law. In addition, all books, documents, papers, and records of Service Provider pertaining to the Project shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for the same period of time. If any litigation, claim, negotiations, audit or other action is commenced before the expiration of said time period, all records shall be retained and made available to City until such action is resolved, or until the end of said time period whichever shall later occur. If Service Provider should subcontract all or any portion of the services to be performed under this Agreement, Service Provider shall cause each subcontractor to also comply with the requirements of this paragraph. This Section 12(b) shall survive expiration or termination of this Agreement. (c) Prior to execution of this Agreement by City, Service Provider shall have provided evidence to City that Service Provider is licensed to perform the services called for by this Agreement (or that no license is required). If Service Provider should subcontract all or any portion of the work or services to be performed under this Agreement, Service Provider shall require each subcontractor to provide evidence to City that subcontractor is licensed to perform the services called for by this Agreement (or that no license is required) before beginning work. 13. Nondiscrimination. To the extent required by controlling federal, state and local law, Service Provider shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, Service Provider agrees as follows: (a) Service Provider will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -8- disabled veteran or veteran of the Vietnam era be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement. (b) Service Provider will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Service Provider shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to Service Provider’s employment practices including, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Service Provider agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause. (c) Service Provider will, in all solicitations or advertisements for employees placed by or on behalf of Service Provider in pursuit hereof, state that all qualified applicants will receive consideration for employment without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. (d) Service Provider will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice advising such labor union or workers' representatives of Service Provider’s commitment under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (e) If Service Provider should subcontract all or any portion of the services to be performed under this Agreement, Service Provider shall cause each subcontractor to also comply with the requirements of this Section 13. 14. Independent Contractor. (a) In the furnishing of the services provided for herein, Service Provider is acting solely as an independent contractor. Neither Service Provider, nor any of its officers, agents, or employees shall be deemed an officer, agent, employee, joint venturer, partner, or associate of City for any purpose. City shall have no right to control or supervise or direct the manner or method by which Service Provider shall perform its work and functions. However, City shall retain the right to administer this Agreement so as to verify that DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -9- Service Provider is performing its obligations in accordance with the terms and conditions thereof. (b) This Agreement does not evidence a partnership or joint venture between Service Provider and City. Service Provider shall have no authority to bind City absent City’s express written consent. Except to the extent otherwise provided in this Agreement, Service Provider shall bear its own costs and expenses in pursuit thereof. (c) Because of its status as an independent contractor, Service Provider and its officers, agents, and employees shall have absolutely no right to employment rights and benefits available to City employees. Service Provider shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, welfare and retirement benefits. In addition, together with its other obligations under this Agreement, Service Provider shall be solely responsible, indemnify, defend and save City harmless from all matters relating to employment and tax withholding for and payment of Service Provider’s employees, including, without limitation, (i) compliance with Social Security and unemployment insurance withholding, payment of workers compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payment; and (ii) any claim of right or interest in City employment benefits, entitlements, programs and/or funds offered employees of City whether arising by reason of any common law, de facto, leased, or co- employee rights or other theory. It is acknowledged that during the term of this Agreement, Service Provider may be providing services to others unrelated to City or to this Agreement. 15. Notices. Any notice required or intended to be given to either party under the terms of this Agreement shall be in writing and shall be deemed to be duly given if delivered personally, transmitted by facsimile followed by telephone confirmation of receipt, or sent by United States registered or certified mail, with postage prepaid, return receipt requested, addressed to the party to which notice is to be given at the party's address set forth on the signature page of this Agreement or at such other address as the parties may from time to time designate by written notice. Notices served by United States mail in the manner above described shall be deemed sufficiently served or given at the time of the mailing thereof. 16. Binding. Subject to Section 16, below, once this Agreement is signed by all parties, it shall be binding upon, and shall inure to the benefit of, all parties, and each parties' respective heirs, successors, assigns, transferees, agents, servants, employees, and representatives. 17. Assignment. (a) This Agreement is personal to Service Provider and there shall be no assignment by Service Provider of its rights or obligations under this Agreement without the prior written approval of the City Manager or designee. Any attempted assignment by Service Provider, its successors or DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -10- assigns, shall be null and void unless approved in writing by the City Manager or designee. (b) Service Provider hereby agrees not to assign the payment of any monies due Service Provider from City under the terms of this Agreement to any other individual(s), corporation(s) or entity(ies). City retains the right to pay any and all monies due Service Provider directly to Service Provider. 18. Compliance With Law. In providing the services required under this Agreement, Service Provider shall at all times comply with all applicable laws of the United States, the State of California and City, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Agreement. 19. Waiver. The waiver by either party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all parties to this Agreement. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein. 20. Governing Law and Venue. This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and duties hereunder shall be Fresno County, California. 21. Headings. The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Agreement. 22. Severability. The provisions of this Agreement are severable. The invalidity, or unenforceability of any one provision in this Agreement shall not affect the other provisions. 23. Interpretation. The parties acknowledge that this Agreement in its final form is the result of the combined efforts of the parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Agreement in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning. 24. Attorney's Fees. If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorney's fees and legal expenses. 25. Exhibits. Each exhibit and attachment referenced in this Agreement is, by the reference, incorporated into and made a part of this Agreement. 26. Precedence of Documents. In the event of any conflict between the body of this Agreement and any exhibit or attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -11- conditions expressed within the exhibit or attachment. Furthermore, any terms or conditions contained within any exhibit or attachment hereto which purport to modify the allocation of risk between the parties, provided for within the body of this Agreement, shall be null and void. 27. Cumulative Remedies. No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity. 28. No Third Party Beneficiaries. The rights, interests, duties, and obligations defined within this Agreement are intended for the specific parties hereto as identified in the preamble of this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties. 29. Extent of Agreement. Each party acknowledges that they have read and fully understand the contents of this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both City and Service Provider. 30. The City Manager, or designee, is hereby authorized and directed to execute and implement this Agreement. The previous sentence is not intended to delegate any authority to the City Manager to administer the Agreement, any delegation of authority must be expressly included in the Agreement. [SIGNATURES FOLLOW ON THE NEXT PAGE.] DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) -12- IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno, California, the day and year first above written. CITY OF FRESNO, a California municipal corporation By: Brock D. Buche, PE, PLS, Director of Public Utilities APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Angela M. Karst Date Deputy City Attorney ATTEST: TODD STERMER, CMC City Clerk By: Deputy Date Addresses: City: City of Fresno Attention: Art Alvarez, Wastewater Manager, Certified 5607 W. Jensen Ave. Fresno, CA 93706 Phone: (559) 621-1270 E-mail: art.alvarez@fresno.gov Golden Bell Products, Inc., a California Corporation By: Name: Murrill G. Adams Title: Owner, President (If corporation or LLC., Board Chair, Pres. Or Vice Pres.) By: Name: Michelle Webster-Holick Title: Vice President, Secretary (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) Service Provider: Golden Bell Products, Inc. Attention: Michelle Webster-Holick 952 N. Batavia St. Orange, CA 92867 Phone: (714) 363-3985 E-mail: michellew@goldenbellproducts.com Attachments: 1. Exhibit A - Scope of Services 2.Exhibit B - Insurance Requirements 3. Exhibit C - Conflict of Interest Disclosure Form DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A 5/18/2023 5/19/2023 5/22/2023 Clerk Attesting ALL-B GSP Agt Not to Exceed (12-2022) Page 1 of 1 EXHIBIT A SCOPE OF SERVICES Service Agreement between City of Fresno and Golden Bell Products, Inc. Insecta Access Structure (Manhole) Coating Golden Bell to apply Insecta cockroach pesticide to the interiors of approximately 3,800 identified sanitary sewer access structures in Fiscal Year 2023 as part of a three-year cycle; upon completion of the cycle’s three phases, approximately half of all City-owned sanitary sewer access structures will have been treated. As has been done annually since 2013, Collection System Maintenance (CSM) will supply Golden Bell with printed maps/lists of the identified access structures to be treated during that phase. Upon completion of work, Golden Bell will return the provided maps/lists to report the extent of access structures treated. Should any of the identified access structures not have been treated in the current phase, due to budget constraints or otherwise, CSM will work with Golden Bell to determine if said access structures will be added to the next phase of the cycle. DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) Page 1 of 4 EXHIBIT B INSURANCE REQUIREMENTS Service Agreement between City of Fresno (City) and Golden Bell Products, Inc. (Service Provider) Insecta Access Structure (Manhole) Coating MINIMUM SCOPE OF INSURANCE (a) Throughout the life of this Agreement, Service Provider shall pay for and maintain in full force and effect all insurance as required herein with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide, or (ii) as may be authorized in writing by City's Risk Manager or designee at any time and in its sole discretion. The required policies of insurance as stated herein shall maintain limits of liability of not less than those amounts stated therein. However, the insurance limits available to City, its officers, officials, employees, agents and volunteers as additional insureds, shall be the greater of the minimum limits specified therein or the full limit of any insurance proceeds to the named insured. (b) If at any time during the life of the Agreement or any extension, Service Provider or any of its subcontractor fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to Service Provider shall be withheld until notice is received by City that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to City. Any failure to maintain the required insurance shall be sufficient cause for City to terminate this Agreement. No action taken by City pursuant to this section shall in any way relieve Service Provider of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by City that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent. (c) The fact that insurance is obtained by Service Provider shall not be deemed to release or diminish the liability of Service Provider, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify City shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Service Provider. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of Service Provider, vendors, suppliers, invitees, consultants, subcontractor or anyone employed directly or indirectly by any of them. Coverage shall be at least as broad as: 1. The most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01, providing liability coverage DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) Page 2 of 4 arising out of your business operations. The Commercial General Liability policy shall be written on an occurrence form and shall provide coverage for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non- owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Agreement) with limits of liability not less than those set forth under “Minimum Limits of Insurance.” 2. The most current version of ISO Commercial Auto Coverage Form CA 00 01, providing liability coverage arising out of the ownership, maintenance or use of automobiles in the course of your business operations. The Automobile Policy shall be written on an occurrence form and shall provide coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1- Any Auto). 3. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. MINIMUM LIMITS OF INSURANCE Service Provider shall procure and maintain for the duration of the contract, and for 5 years thereafter, insurance with limits of liability not less than those set forth below. However, insurance limits available to City, its officers, officials, employees, agents, and volunteers as additional insureds, shall be the greater of the minimum limits specified herein or the full limit of any insurance proceeds available to the named insured: 1. COMMERCIAL GENERAL LIABILITY (i) $1,000,000 per occurrence for bodily injury and property damage; (ii) $1,000,000 per occurrence for personal and advertising injury; (iii) $2,000,000 aggregate for products and completed operations; and, (iv) $2,000,000 general aggregate applying separately to the work performed under the Agreement. 2. COMMERCIAL AUTOMOBILE LIABILITY $1,000,000 per accident for bodily injury and property damage. 3. Workers’ Compensation Insurance as required by the State of California with statutory limits and EMPLOYER’S LIABILITY with limits of liability not less than: (i) $1,000,000 each accident for bodily injury; (ii) $1,000,000 disease each employee; and, (iii) $1,000,000 disease policy limit. UMBRELLA OR EXCESS INSURANCE In the event Service Provider purchases an Umbrella or Excess insurance policy(ies) to meet the “Minimum Limits of Insurance,” this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) Page 3 of 4 or Excess insurance policy(ies) shall also apply on a primary and non-contributory basis for the benefit of the City, its officers, officials, employees, agents, and volunteers. DEDUCTIBLES AND SELF-INSURED RETENTIONS Service Provider shall be responsible for payment of any deductibles contained in any insurance policy(ies) required herein and Service Provider shall also be responsible for payment of any self-insured retentions. Any self-insured retentions must be declared on the Certificate of Insurance and approved by the City’s Risk Manager or designee. At the option of the City’s Risk Manager or designee, either: (i) The insurer shall reduce or eliminate such self-insured retentions as respects City, its officers, officials, employees, agents, and volunteers; or (ii) Service Provider shall provide a financial guarantee, satisfactory to City’s Risk Manager or designee, guaranteeing payment of losses and related investigations, claim administration and defense expenses. At no time shall City be responsible for the payment of any deductibles or self-insured retentions. OTHER INSURANCE PROVISIONS/ENDORSEMENTS (i) All policies of insurance required herein shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after thirty (30) calendar days written notice has been given to City, except ten (10) days for nonpayment of premium. Service Provider is also responsible for providing written notice to the City under the same terms and conditions. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, Service Provider shall furnish City with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for City, Service Provider shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than fifteen (15) calendar days prior to the expiration date of the expiring policy. (ii) The Commercial General and Automobile Liability insurance policies shall be written on an occurrence form. (iii) The Commercial General and Automobile Liability insurance policies shall be endorsed to name City, its officers, officials, agents, employees, and volunteers as an additional insured. Service Provider shall establish additional insured status for the City and for all ongoing and completed operations under the Commercial General policy by use of ISO Forms or an executed manuscript insurance company endorsement providing additional insured status. The Commercial General endorsements must be as broad as that contained in ISO Forms: GC 20 10 11 85 or both CG 20 10 & CG 20 37. (iv) The Commercial General and Automobile Liability insurance shall contain, or be endorsed to contain, that the Service Providers’ insurance shall be primary to and require no contribution from the City. The Commercial DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) Page 4 of 4 General policy is required to include primary and non-contributory coverage in favor of the City for both the ongoing and completed operations coverage. These coverages shall contain no special limitations on the scope of protection afforded to City, its officers, officials, employees, agents, and volunteers. If Service Provider maintains higher limits of liability than the minimums shown above, City requires and shall be entitled to coverage for the higher limits of liability maintained by Service Provider. (v) Should any of these policies provide that the defense costs are paid within the Limits of Liability, thereby reducing the available limits by defense costs, then the requirement for the Limits of Liability of these polices will be twice the above stated limits. (vi) For any claims related to this Agreement, Service Provider’s insurance coverage shall be primary insurance with respect to the City, its officers, officials, agents, employees, and volunteers. Any insurance or self- insurance maintained by the City, its officers, officials, agents, employees, and volunteers shall be excess of the Service Provider’s insurance and shall not contribute with it. (vii) The Commercial General Liability, Automobile Liability and Workers’ Compensation insurance policies shall contain, or be endorsed to contain, a waiver of subrogation as to City, its officers, officials, agents, employees, and volunteers. PROVIDING OF DOCUMENTS - Service Provider shall furnish City with all certificate(s) and applicable endorsements effecting coverage required herein. All certificates and applicable endorsements are to be received and approved by the City’s Risk Manager or designee prior to City’s execution of the Agreement and before work commences. All non- ISO endorsements amending policy coverage shall be executed by a licensed and authorized agent or broker. Upon request of City, Service Provider shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement. All subcontractors working under the direction of Service Provider shall also be required to provide all documents noted herein. SUBCONTRACTORS - If Service Provider subcontracts any or all of the services to be performed under this Agreement, Service Provider shall require, at the discretion of the City Risk Manager or designee, subcontractor(s) to enter into a separate Side Agreement with the City to provide required indemnification and insurance protection. Any required Side Agreement(s) and associated insurance documents for the subcontractor must be reviewed and preapproved by City Risk Manager or designee. If no Side Agreement is required, Service Provider will be solely responsible for ensuring that its subcontractor maintains insurance coverage at levels no less than those required by applicable law and is customary in the relevant industry. DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A ALL-B GSP Agt Not to Exceed (12-2022) Page 1 of 1 EXHIBIT C DISCLOSURE OF CONFLICT OF INTEREST Insecta Access Structure (“Manhole”) Coating YES* NO 1 Are you currently in litigation with the City of Fresno or any of its agents? 2 Do you represent any firm, organization, or person who is in litigation with the City of Fresno? 3 Do you currently represent or perform work for any clients who do business with the City of Fresno? 4 Are you or any of your principals, managers, or professionals, owners or investors in a business which does business with the City of Fresno, or in a business which is in litigation with the City of Fresno? 5 Are you or any of your principals, managers, or professionals, related by blood or marriage to any City of Fresno employee who has any significant role in the subject matter of this service? 6 Do you or any of your subcontractors have, or expect to have, any interest, direct or indirect, in any other contract in connection with this Project? * If the answer to any question is yes, please explain in full below. Explanation: Signature Date Michelle Webster-Holick Name Golden Bell Products, Inc. Company 952 N. Batavia St. Address Additional page(s) attached. Orange, CA 92867 City, State, Zip DocuSign Envelope ID: DF9B1A8E-9945-4481-BB1B-EFECC627533A X X X X 5/18/2023 X n/a X City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-851 Agenda Date:6/8/2023 Agenda #: 1.-G. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:JESUS A. GONZALEZ, PE, Assistant Director Department of Public Utilities - Utilities Planning & Engineering PETER A. MARACCINI, PE, PhD, Public Utilities Manager Department of Public Utilities - Utilities Planning & Engineering SUBJECT Actions pertaining to a water connection to serve Three Palms Mobile Home Park (Council District 3) 1. Adopt a finding of Categorical Exemption pursuant to Section 15301/Class 1 of the California Environmental Quality Act (CEQA) Guidelines; 2. ***RESOLUTION - Authorizing the Director of the Department of Public Utilities or designee to accept funds and execute the financial assistance agreement and any amendments thereto with the California State Water Resources Control Board on behalf of the City of Fresno for a water connection to serve Three Palms Mobile Home Park. (Subject to Mayor’s Veto) RECOMMENDATION Staff recommends that City Council adopt a finding of Categorical Exemption pursuant to Section 15301/Class 1 of the California Environmental Quality Act (CEQA) Guidelines; approve a resolution authorizing the Director of the Department of Public Utilities (DPU) or designee to execute the financial assistance agreement and any amendments thereto with the State Water Resources Control Board (SWRCB) on behalf of the City of Fresno (City) for a water connection to serve Three Palms Mobile Home Park (MHP) (Project). EXECUTIVE SUMMARY The Three Palms MHP was issued a compliance order by the SWRCB for exceeding the 1,2,3- Trichloropropane (1,2,3 TCP) maximum contaminant level (MCL) in its private groundwater well. To come into compliance, Three Palms MHP desires to connect to the City’s drinking water distribution system, the cost for which is eligible for 100 percent grant funding under the SWRCB’s Drinking Water State Revolving Fund (DWSRF) program. The DWSRF program will also provide funds for a contractor to perform any necessary onsite work at the Three Palms MHP and destroy the existing private groundwater well. As onsite work is outside the purview of the City’s responsibilities, the contractor’s work will not be managed or supervised by the City. DPU has submitted an application to the SWRCB to fund the Project. The next step to be awarded funding for the Project is the adoption City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 MA/NE 6-0 TM ABSENT R. 2023-174 APPROVED ON CONSENT File #:ID 23-851 Agenda Date:6/8/2023 Agenda #: 1.-G. the SWRCB to fund the Project.The next step to be awarded funding for the Project is the adoption of this resolution that will authorize the Director of DPU to accept funds and execute the financial assistance agreement on behalf of the City. BACKGROUND The SWRCB administers the DWSRF program,which finances infrastructure improvements to mitigate drinking water risks and support the human right to water.The DWSRF’s Intended Use Plan identifies financing programs that prioritize and assist disadvantaged communities (DACs)solve their drinking water problems. The Three Palms MHP community,qualifies as a DAC per SWRCB Division of Financial Assistance criteria.The community of approximately 300 residents is located between North Golden State Boulevard and the State Route 99,north of West McKinley Avenue and south of West Clinton Avenue.The community is currently served by a single,private well and is not connected to the City’s distribution system. In March 2018,Three Palms MHP was issued a compliance order by the SWRCB for exceedance of the 1,2,3-TCP MCL in the domestic well water.Concentrations of 1,2,3-TCP in domestic well water samples collected between February 2018 and November 2020 have been 9 to 24 times greater than the MCL allowed in drinking water,representing a persistent health risk to Three Palms MHP residents.Connection to the City’s water supply would mitigate the health risk to Three Palms MHP residents. A City main is located adjacent to the Three Palms MHP. The Project will be funded by the SWRCB’s DWSRF program.On April 28,2021,the Fresno City Council approved Resolution 2021-110 authorizing DPU to submit a financial assistance agreement application to the SWRCB for a water connection to Three Palms MHP.The City subsequently submitted a grant application in the amount of $344,696. Resolution No.2021-110 also authorized the DPU Director,or designee(s)to represent the City in carrying out the City's responsibilities under the financing agreements,including certifying disbursement requests on behalf of the City and compliance with applicable state and federal laws. Prior to any potential award,the SWRCB requires that the governing body of the applicant submit a resolution that authorizes the Director of Public Utilities to accept funds and sign on behalf of the City to execute the financial assistance agreement and any amendments so that an award can be made. DPU has been working with SWRCB staff to prepare for the acceptance of the award.DPU is now requesting that City Council authorize the Director of DPU to accept funds and execute the financial assistance agreement for funding this Project.As the City is essentially at the close of the current fiscal year,DPU will return to City Council in Fiscal Year 2024 (FY 2024)with an amendment to the Annual Appropriation Resolution to permit expenditure of funds. ENVIRONMENTAL FINDINGS Staff have performed an environmental assessment for this project in accordance with the requirements of the CEQA Guidelines and have determined it is consistent with Categorical Exemption Section 15301/Class 1,Existing Facilities.The Project involves the consolidation of the Three Palms Mobile Home Park’s water system with the City of Fresno’s water system accomplished City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-851 Agenda Date:6/8/2023 Agenda #: 1.-G. Three Palms Mobile Home Park’s water system with the City of Fresno’s water system accomplished through minor alterations to the Three Palms Mobile Home Parks existing water distribution system and the City of Fresno’s existing infrastructure.These minor alterations represent a negligible expansion in use of the impacted facilities.Furthermore,none of the exceptions to the exemption apply. LOCAL PREFERENCE Local preference was not implemented because this action does not include a bid or an award of a construction or services contract. FISCAL IMPACT This Project has no impact on the General Fund.No matching funds are required under this financial assistance agreement.DPU will return to City Council in FY 2024 with an amendment to the Annual Appropriation Resolution to permit expenditure of funds. Attachments: Attachment 1 - Notice of Exemption Attachment 2 - Environmental Assessment Attachment 3 - Resolution Attachment 4 - Application Three Palms MHP Attachment 5 - Vicinity Map City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ Statutory Exemptions. State code number: _______________________________________________ Print Form Notice of Exemption Appendix E From: (Public Agency): ____________________________To: Office of Planning and Research P.O. Box 3044, Room 113 _______________________________________________Sacramento, CA 95812-3044 County Clerk (Address) ___________________________ ___________________________ County of: __________________ Project Title: ____________________________________________________________________________ Project Applicant: ________________________________________________________________________ Project Location - Specific: Project Location - City: ______________________ Project Location - County: Description of Nature, Purpose and Beneficiaries of Project: _____________________ Name of Public Agency Approving Project: _____________________________________________________ Name of Person or Agency Carrying Out Project: ________________________________________________ Exempt Status: (check one): Ministerial (Sec. 21080(b)(1); 15268); Declared Emergency (Sec. 21080(b)(3); 15269(a)); Emergency Project (Sec. 21080(b)(4); 15269(b)(c)); Reasons why project is exempt: Lead Agency Contact Person: ____________________________ Area Code/Telephone/Extension: _______________ If filed by applicant: 1.Attach certified document of exemption finding. 2.Has a Notice of Exemption been filed by the public agency approving the project? Yes No Signature: ____________________________ Date: Signed by Lead Agency Signed by Applicant Authority cited: Sections 21083 and 21110, Public Resources Code. Date Received for filing at OPR: Reference: Sections 21108, 21152, and 21152.1, Public Resources Code. _______________ Categorical Exemption. State type and section number: ____________________________________ ______________________________________________ ______________ Title: _______________________ Revised 2011 CITY OF FRESNO CATEGORICAL EXEMPTION ENVIRONMENTAL ASSESSMENT THE PROJECT DESCRIBED HEREIN IS DETEMINED TO BE CATEGORICALLY EXEMPT FROM THE PREPARATION OF ENVIRONMENTAL DOCUMENTS PURSUANT TO ARTICLE 19 OF THE STATE CEQA GUIDELINES. CONTACT: Peter Maraccini, PE, PhD City of Fresno – Department of Public Utilities 1626 E Street Fresno, CA 93706 Phone: 559-621-1603 Email: Peter.Maraccini@Fresno.gov PROJECT TITLE: Water Connection to Serve Three Palms Mobile Home Park PROJECT LOCATIONS: 1941 N Golden State Blvd Fresno, CA 93705 PROJECT DESCRIPTION: The Project entails the establishment of a service connection (installation of a house branch) between an existing City water main which is located in the right-of- way and adjacent to the Three Palms Mobile Home Park (Three Palms), minor onsite plumbing between Three Palms existing distribution system and the new house branch to connect the community to the City water system, and destruction of an existing residential well located within Three Palms. The Project is exempt under Section 15301 of the California Environmental Quality Act (CEQA) Guidelines. Class 1 consists of the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of existing or former use. The key consideration is whether the project involves negligible or no expansion of use. The Project involves the consolidation of the Three Palms Mobile Home Park’s water system with the City of Fresno’s water system. This consolidation will be accomplished through minor alterations to the Three Palms Mobile Home Parks existing water distribution system and the City of Fresno’s existing infrastructure. The City of Fresno will construct an approximately 100 ft long house branch across an existing and developed roadway to connect an existing City water main to the property line of the Three Palms Mobile Home Park. This work will occur within the existing right- of-way and represents the originally intended use of the existing water main which is to provide water service to all adjacent properties. When installed, the existing water main was sized to serve all adjacent properties. The addition of a house branch connecting the Three Palms Mobile Home Park to this main represents a negligible expansion of use. In addition to constructing the house branch, the City will fund minor onsite plumbing, to be performed by the property owner’s contractor, to establish a connection between the existing distribution system and the newly installed house branch. It is estimated that the length of connection needed will be approximately 100 ft, however the exact length will be determined by the plumber during installation. As the existing onsite distribution system extends over 2,000 linear ft, the additional length to connect the existing onsite distribution system to the existing City distribution system would be minimal. No additional onsite plumbing will be required. Following connection, users at the Three Palms Mobile Home Park will become City customers and there will be no increase in water use by Three Palms Mobile Home Park. With over 500,000 water users, the additional 300 water users would represent a negligible expansion of use of the City of Fresno’s water system. Lastly, the City will also fund destruction of the onsite well to complete connection to the City’s water system. The property owners will first perform a video inspection of the existing well and remove any debris seen in the well. Once cleared, the property owners will have a contractor pour concrete into the well from bottom to top to effectively seal the well. The filling of the existing well represents a physical change that will not extend beyond the existing facility (i.e. well casing). Finally, the well destruction represents no expansion in use of the well as it is necessary for the consolidation of the Three Homes Mobile Home Park water system. None of the exceptions to Categorical Exemptions set forth in the CEQA Guidelines, Section 15300.2, apply: (a) Location The Project is not located in a sensitive environment or an environmental resource of hazardous or critical concern as designated by federal, state, or local agencies. (b) Cumulative Impact The Project will not have a cumulative negative impact over time that is significant. Connection to the City water system is a routine practice. (c) Significant Effect The Project will not have a significant effect on the environment due to unusual circumstances. Connection to the City water system is a routine practice. Well destruction will prevent any potential negative impact of poor-quality surface water draining into the well and entering the groundwater aquifer. (d) Scenic Highways The Project will not result in damage to scenic resources, including but not limited to, trees, historic buildings, rock outcroppings, or similar resources, within a highway officially designated as a state scenic highway. The Project is not located near scenic highways. (e) Hazardous Waste Sites The Project is not located on a hazardous waste site which is included on any list compiled pursuant to Section 65962.5 of the Government Code. (f) Historical Resources The Project will not cause a substantial adverse change in the significance of a historical resource. The Project is not located near historical resources. As such, a Categorical Exemption has been prepared for the Project. Date: May 12, 2023 Prepared by: Peter Maraccini, PE, PhD 1 of 3 Date Adopted: Date Approved: Effective Date: City Attorney Approval: ______ Resolution No. ____________ RESOLUTION NO. ____________ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO, CALIFORNIA, AUTHORIZING THE DIRECTOR OF THE DEPARTMENT OF PUBLIC UTILITIES OR DESIGNEE TO ACCEPT FUNDS AND EXECUTE THE FINANCIAL ASSISTANCE AGREEMENT AND ANY AMENDMENTS THERETO WITH THE CALIFORNIA STATE WATER RESOURCES CONTROL BOARD ON BEHALF OF THE CITY OF FRESNO FOR A WATER CONNECTION TO SERVE THREE PALMS MOBILE HOME PARK WHEREAS, the residential community of Three Palms Mobile Home Park (MHP), located within existing city limits, is identified as a small Disadvantaged Community (DAC) per State Water Resources Control Board (SWRCB) Division of Financial Assistance criteria; and WHEREAS, Three Palms MHP is currently served by a single well and is not connected to the City of Fresno (City) drinking water distribution system; and WHEREAS, in March 2018, Three Palms MHP was issued a compliance order by the SWRCB for exceedance of the 1,2,3-Trichloropropane (1,2,3-TCP) Maximum Contaminant Level (MCL) in the raw well water; and WHEREAS, concentrations of 1,2,3-TCP in raw well water samples collected between February 2018 and November 2020 have been nine (9) to twenty-four (24) times greater than the MCL allowed in drinking water; and WHEREAS, continued exceedance of a drinking water MCL presents a persistent health risk to Three Palms MHP residents; and 2 of 3 WHEREAS, connection of the Three Palms MHP to the City's distribution system would represent a consolidation of two water systems and provide access of the City's water supply to Three Palms MHP residents; and WHEREAS, in the Drinking Water State Revolving Fund (DWSRF) Intended Use Plan for Fiscal Year 2020-21, the SWRCB promotes consolidation, where appropriate and feasible, especially among small community water systems serving DACs; and WHEREAS, the City submitted a grant application to the SWRCB for DWSRF funds for a water connection to Three Palms MHP as authorized by Resolution No. 2021- 110; and WHEREAS, Resolution No. 2021-110 authorized the DPU Director, or designee(s) to represent the City in carrying out the City's responsibilities under the financing agreements, including certifying disbursement requests on behalf of the City and compliance with applicable state and federal laws; and WHEREAS, the SWRCB requires that the governing body of the applicant designate an Authorized Representative to execute the financial assistance agreement and any amendments thereto on behalf of the City. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno as follows: 1. The Council of the City of Fresno, California, authorizes this resolution. 2. The Director of the Department of Public Utilities or designee is hereby authorized and directed to accept funds and execute the financial assistance agreement and any amendments thereto with the State Water Resources Control Board on behalf of 3 of 3 the City of Fresno for a water connection to serve Three Palms Mobile Home Park, subject to approval as to form by the City Attorney's Office. 3. This resolution shall be effective upon final approval. * * * * * * * * * * * * * * STATE OF CALIFORNIA ) COUNTY OF FRESNO ) ss. CITY OF FRESNO ) I, TODD STERMER, City Clerk of the City of Fresno, certify that the foregoing resolution was adopted by the Council of the City of Fresno, at a regular meeting held on the day of 2023. AYES : NOES : ABSENT : ABSTAIN : Mayor Approval: , 2023 Mayor Approval/No Return: , 2023 Mayor Veto: , 2023 Council Override Vote: , 2023 TODD STERMER, CMC City Clerk By: Deputy Date APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Jennifer M. Quintanilla Date Senior Deputy City Attorney Financial Assistance Application Page 7 of 11 General Information Package (Rev. 10/2020) Drinking Water State Revolving Fund General Application Package ☐PLANNING ☐X CONSTRUCTION I.APPLICANT INFORMATION Applicant Name: Street Address: City: State: Zip+4 Code: Mailing Address: City: State: Zip+4 Code: Applicant Total Population: Applicant Total Number of Service Connections: Current year median household income (MHI): Congressional District(s): State Senate District(s): State Assembly District(s): Data Universal Numbering System (DUNS) No.: Federal Tax ID No.: Authorized Representative Name: Title: Phone No.: Email Address: Contact Person Name: Phone No.: Email Address: Local Counsel Name: Phone No.: Email Address: II.PROJECT INFORMATION AND PROPOSED SCHEDULE Project Title: Project Description and Objectives: Current Status of Plans & Specif ications, Percent (%): Estimated Amount of Financial Assistance Requested: Total Project Cost (If More Than the Amount of Assistance Requested ): Water Supply Permit Number (Attachment G1): Population Served by Project: Estimated or Actual Date Currently Estimated Project Schedule:Adopt Environmental Documents: 100% Plans & Specif ications : Start of Construction/Implementation: Complete Construction/Implementation: Financial Assistance Application Page 8 of 11 General Information Package (Rev. 10/2020) Drinking Water State Revolving Fund Consultation with Other Agencies Please list other f ederal and state agencies that have been involved in this project (e.g. planning, CEQA/NEPA consultation, f unding, etc.), their contact inf ormation if known, and estimated dates f or resolution of any issues. Partnering Agencies Please list all other agencies that have an interest in this project, their contact inf ormation if known, and brief descriptions of their roles . Other Funding Sources List any other f unding sources f or this project, along with the amount of additional f unding and date of availability III. MANAGERIAL INFORMATION Classification of Water System : Community Non-transient non-community Transient non-community Not currently classif ied as a pub lic water system Indicate the Ownership of the Water System (check all that apply): § Include the ownership documentation (See instructions f or f urther inf ormation) (label as Attachment G2) Public Ownership Municipality County Agency Special District State Agency Public School Other: Private Ownership Corporation Limited Liability Corporation Partnership Sole Proprietorship Non-prof it Organization Other: §If the water system is privately -owned, indicate the name and title of the individual with authority to engage the water system in a DWSRF f inancing agreement.Click or tap here to enter text. § If the Water System is a Municipality, is the Water System a Charter City? Yes No §If the Water System is a Corporation, Limited Liability Company, or Partnership, complete the f ollowing: A. Calif ornia Secretary of State Entity Number: Financial Assistance Application Page 9 of 11 General Information Package (Rev. 10/2020) Drinking Water State Revolving Fund B. Status with Calif ornia Secretary of State: Active Suspended Forf eited Dissolved Is the Water System regulated by the California Public Utilities Commission (CPUC)? Yes No If yes, the Water System must obtain CPUC approval. Attach a list and a description of all matter(s) relating to your Water System that are currently pending bef ore the CPUC (label as Attachment G3). List the names, titles and duties of key officers and attach an organization chart providing this information (label as Attachment G4). Is there any litigation pending relative to the operation of the water system or the proposed project? Yes No If yes, attach a description of the litigation and the potential costs (label as Attachment G5). Is the Water System leasing land or major water system facilities? Yes No If yes, describe the terms of the lease or attach a cop y of the lease agreement (label as Attachment G6). (NOTE: If the lease is critical to the location or operation of the proposed project f acilities, the term of the lease must be equal to or greater than the loan repayment period.) Include a general map of the service area/boundaries (label as Attachment G7): [For Construction Projects Only]Does the Water System have a contract with a private firm or another agency for the operation of the facility to be financed? Yes No If yes, provide the name of the f irm or agency and term (in years) of the agreement and attach a copy of the agreement (label as Attachment G8) Water Conservation 1. Are you an urban water supplier as def ined in Water Code Section 10608.12? YES NO Urban water suppliers must submit one of the f ollowing (Label as Attachment G9): Water Conservation Program Signed the Memorandum of Understanding regarding urban water conservation in Calif ornia Urban Water Management Plan per Water Code Section 10653 Financial Assistance Application Page 10 of 11 General Information Package (Rev. 10/2020) Drinking Water State Revolving Fund 2. Attach Certif ication f or Compliance with Water Metering Form (label as Attachment G10). IV. ATTACHMENTS G1 – Water Supply Permit and Enf orcement Orders G2 – Ownership D ocumentation G3 – CPUC Documentation (if applicable) G4 – Organization Chart G5 – Pending Litigation (if applicable) G6 – Lease Agreement (if applicable) G7 – Service Area Map G8 – Operating Agreement G9 – Urban Water Supplier Conservation Document (if applicable) G10 – Certif ication of Compliance with Water Metering Form (if applicable) G11 – Potential DWSRF Flags Worksheet CERTIFICATION AND SIGNATURE OF AUTHORIZED REPRESENTATIVE To the best of my knowledge and belief , I certif y that I am authorized to submit this applicat ion; the inf ormation provided in this application is true and correct; the documentation has been duly authorized by the governing body of the applicant; and the entity possesses the legal authority to apply f or the f inancing and enter into a f inancing agreement with the State Water Resources Control Board and to f inance and construct the proposed f acilities. Name of Authorized Representative: Title: Signature of Authorized Representative: Date: Attachment G10 Clinton Ave AlyCambridge Ave Weldon Ave AlyWeber AveP a r kw a y D r Normal Ave Crystal AveHughes AveWoodson AveLafayette AveMcKinley Ave Weldon Ave Yale Ave G o l d e n S t a t e B l v d City of Fresno Department of Public Utilities Attachment #5 - Three Palms Mobile Home Park Vicinity Map 0 250 500125 Feet ¯99 Fwy99 Fwy City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-882 Agenda Date:6/8/2023 Agenda #: 1.-H. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:JESUS A. GONZALEZ, PE, Assistant Director Department of Public Utilities - Utilities Planning & Engineering SARAH AGUILA, Supervising Engineering Technician Department of Public Utilities - Utilities Planning & Engineering SUBJECT Actions pertaining to Access Structures Rehabilitation in Fruit Avenue from North Avenue to Jensen Avenue (Bid File 12301561) (Unincorporated Fresno): 1. Adopt a finding of Categorical Exemption pursuant to Section 15301(d)/Class 1 of the California Environmental Quality Act Guidelines. 2. Award a construction contract to Floyd Johnston Construction, Inc., of Clovis, California, in the amount of $553,700. RECOMMENDATION Staff recommends that City Council adopt a finding of Categorical Exemption pursuant to Section 15301(d)/Class 1 of the California Environmental Quality Act (CEQA) Guidelines for Access Structures Rehabilitation in Fruit Avenue from North Avenue to Jensen Avenue (Project); award a construction contract for the Project to Floyd Johnston Construction, Inc., in the amount of $553,700; and authorize the Director of Public Utilities, or designee, to sign and execute all documents on behalf of the City of Fresno (City). EXECUTIVE SUMMARY Rehabilitation of the City’s sewer access structures is essential to maintaining the long-term operations of this infrastructure. The seven sewer access structures covered under this Project were identified through a facilities assessment investigation. After a competitive bidding process, the Department of Public Utilities, Wastewater Management Division, is seeking to award a construction contract to rehabilitate the seven sewer access structures. The bid will expire on June 21, 2023. BACKGROUND The Collection System Maintenance workgroup is responsible for maintaining the City’s sewer City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-882 Agenda Date:6/8/2023 Agenda #: 1.-H. The Collection System Maintenance workgroup is responsible for maintaining the City’s sewer infrastructure amongst which are over 23,600 sewer access structures.The purpose of these structures is to allow access during inspection and cleaning of the sanitary sewers.Rehabilitation of these access structures will assist in extending the life of the existing system and eliminating structural deficiencies and corrosion caused by hydrogen sulfide emitted from the wastewater.The Project consists of rehabilitating seven access structures on Fruit Avenue from North Avenue to Jensen Avenue. A Notice Inviting Bids was published on March 31,2023,and posted on the City’s Planet Bids website.The plans and specifications were distributed to twelve prospective bidders and posted at seven Building Exchanges.One sealed bid proposal was received and publicly opened on April 18, 2023.Floyd Johnston Construction,Inc.,the sole bidder,was determined to be the lowest responsive and responsible bidder,with the bid amount of $553,700.The bid will expire within 64 days of bid opening, on June 21, 2023. The staff determination was posted on the City’s Planet Bids website on Wednesday,May 16,2023. Staff recommends that the City Council award a construction contract to Floyd Johnston Construction,Inc.,in the amount of $553,700,as the lowest responsive and responsible bidder.Their bid price is 2.04% below the Engineer’s Estimate of $565,000. ENVIRONMENTAL FINDINGS Staff has performed an environmental assessment of this Project and has determined it falls within the Categorical Exemption set forth in Section 15301(d)/Class 1 (Existing Facilities).CEQA Guidelines exempt from the provisions of CEQA projects consisting of the replacement or reconstruction of existing utility systems and facilities involving negligible or no expansion of capacity. This Project will involve rehabilitation of damaged and deteriorated existing access structures. Furthermore,the staff has determined that none of the exceptions to Categorical Exemptions set forth in the CEQA Guidelines, Section 15300.2 apply to this Project. LOCAL PREFERENCE Local preference was not implemented as the lowest responsive and responsible bidder is a local business pursuant to the Fresno Municipal Code Section 4-108(a). FISCAL IMPACT There is no impact to the General Fund.Funding for this Project is included in the Fiscal Year 2023 Capital Improvement Project budget within the Wastewater Management Division’s Sewer Enterprise Fund 40501. The Project is located in Council District 3. Attachments: Attachment 1 - Bid Evaluation and Fiscal Impact Statement Attachment 2 - Sample Contract Attachment 3 - Vicinity Map City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-882 Agenda Date:6/8/2023 Agenda #: 1.-H. Attachment 4 - Notice of Exemption Attachment 5 - Environmental Assessment City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ - 1 - DPW-S Formal PWI (05-2022) CONTRACT CITY OF FRESNO, CALIFORNIA PUBLIC WORK OF IMPROVEMENT THIS CONTRACT is made and entered into by and between CITY OF FRESNO, a California municipal corporation (City), and [Contractor Name], [Legal Identity] (Contractor) as follows: 1. Contract Documents. The “Notice Inviting Bids,” “Instructions to Bidders,” “Bid Proposal,” and the “Specifications” including “General Conditions,” “Special Conditions,” and “Technical Specifications” for the following: [Title] (Bid File No. [Bid File No.]) [Alternates (if any)] copies of which are annexed hereto, together with all the drawings, plans, and documents specifically referred to in said annexed documents, including Performance and Payment Bonds, if required, and are hereby incorporated into and made a part of this Contract, and shall be known as the Contract Documents. 2. Price and Work. For the monetary consideration of [Written Dollar Amount] dollars and [Written Cents Amount] cents ($[Amount]), as set forth in the Bid Proposal, Contractor promises and agrees to perform or cause to be performed, in a good and workmanlike manner, under the direction and to the satisfaction of the City’s “Engineer,” and in strict accordance with the Specifications, all of the work as set forth in the Contract Documents. 3. Payment. City accepts Contractor’s Bid Proposal as stated and agrees to pay the consideration stated, at the times, in the amounts, and under the conditions specified in the Contract Documents. The Contractor agrees to accept electronic payment from City. 4. Indemnification. To the furthest extent allowed by law including California Civil Code Section 2782, Contractor shall indemnify, hold harmless and defend City and each of its officers, officials, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including, but not limited to personal injury, death at any time and property damage) incurred by City, Contractor or any other person, and from any and all claims, demands and actions in law or equity (including attorney’s fees and litigation expenses), arising or alleged to have arisen directly or indirectly out of performance of this Contract. Contractor’s obligations under the preceding sentence shall apply regardless of whether City or any of its officers, officials, employees, agents or volunteers are passively negligent, but shall not apply to any loss, liability, fines, penalties, forfeitures, costs or damages caused by the active or sole negligence, or willful misconduct, of City or any of its officers, officials, employees, agents, or volunteers. If Contractor should subcontract all or any portion of the work to be performed under this Contract, Contractor shall require each subcontractor to indemnify, hold harmless and defend City and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Contract. - 2 - DPW-S Formal PWI (05-2022) 5. Trench Shoring Detailed Plan. Contractor acknowledges the provisions of Section 6705 of the California Labor Code and, if said provisions are applicable to this Contract, agrees to comply therewith. 6. Worker’s Compensation Certification. In compliance with the provisions of Section 1861 of the California Labor Code, Contractor hereby certifies as follows: I am aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for worker’s compensation or to undertake self-insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of work of this Contract and will make my subcontractors aware of this provision. 7. The City Manager, or designee, is hereby authorized and directed to execute and implement this Agreement. The previous sentence is not intended to delegate any authority to the City Manager to administer the Agreement, any delegation of authority must be expressly included in the Agreement. [Signatures follow on the next page.] - 3 - DPW-S Formal PWI (05-2022) IN WITNESS WHEREOF, the parties have executed this Contract on the day and year here below written, of which the date of execution by City shall be subsequent to that of Contractor’s, and this Contract shall be binding and effective upon execution by both parties. [Contractor Name], [Legal Identity] By: Name: (Type or print written signature.) Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) Dated: By: Name: (Type or print written signature.) Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) Dated: CITY OF FRESNO, a California municipal corporation By: [Name], [Title] Department of Public Works Dated: ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy No signature of City Attorney required. Standard Document #DPW-S Formal PWI (05-2022) has been used without modification, as certified by the undersigned. By: [City Certifier Name] [City Certifier Title] Department of Public Works City address: City of Fresno Attention: [Name], [Title] [Street Address] Fresno, CA [Zip] Vicinity Map City of Fresno Department of Public Utilities ¯ Access Structures Rehabilitation in Fruit Avenue from North Avenue to Jensen Avenue05001,000250 Feet Jensen Ave Annadale Ave West AveFruit AveWalnut AveNorth Ave Statutory Exemptions. State code number: _______________________________________________ Print Form Notice of Exemption Appendix E From: (Public Agency): ____________________________To: Office of Planning and Research P.O. Box 3044, Room 113 _______________________________________________Sacramento, CA 95812-3044 County Clerk (Address) ___________________________ ___________________________ County of: __________________ Project Title: ____________________________________________________________________________ Project Applicant: ________________________________________________________________________ Project Location - Specific: Project Location - City: ______________________ Project Location - County: Description of Nature, Purpose and Beneficiaries of Project: _____________________ Name of Public Agency Approving Project: _____________________________________________________ Name of Person or Agency Carrying Out Project: ________________________________________________ Exempt Status: (check one): Ministerial (Sec. 21080(b)(1); 15268); Declared Emergency (Sec. 21080(b)(3); 15269(a)); Emergency Project (Sec. 21080(b)(4); 15269(b)(c)); Reasons why project is exempt: Lead Agency Contact Person: ____________________________ Area Code/Telephone/Extension: _______________ If filed by applicant: 1.Attach certified document of exemption finding. 2.Has a Notice of Exemption been filed by the public agency approving the project? Yes No Signature: ____________________________ Date: Signed by Lead Agency Signed by Applicant Authority cited: Sections 21083 and 21110, Public Resources Code. Date Received for filing at OPR: Reference: Sections 21108, 21152, and 21152.1, Public Resources Code. _______________ Categorical Exemption. State type and section number: ____________________________________ ______________________________________________ ______________ Title: _______________________ Revised 2011 CITY OF FRESNO CATEGORICAL EXEMPTION ENVIRONMENTAL ASSESSMENT THE PROJECT DESCRIBED HEREIN IS DETEMINED TO BE CATEGORICALLY EXEMPT FROM THE PREPARATION OF ENVIRONMENTAL DOCUMENTS PURSUANT TO ARTICLE 19 OF THE STATE CEQA GUIDELINES. CONTACT: Sarah Aguila City of Fresno – Department of Public Utilities 1626 E Street Fresno, CA 93706 Phone: 559-621-1615 Email: sarah.aguila@Fresno.gov PROJECT TITLE: Access Structures Rehabilitation in Fruit Avenue from North Avenue to Jensen Avenue PROJECT LOCATIONS: Fruit Avenue between North and Jensen Avenues PROJECT DESCRIPTION: The purpose of the project is to rehabilitate seven existing sewer access structures, which includes the removal and replacement of failing coating and installation of polymer concrete inserts, as well as all associated facilities, appurtenances, and incidentals. The Project is exempt under Section 15301(d)/Class 1 of the California Environmental Quality Act (CEQA) Guidelines. The proposed project is consistent with the Class 1 exemption. All sewer facilities involved in the project are publicly owned utilities. The project is necessary to correct sewer access structures structural deficiencies within the area, which involves restoration or rehabilitation of deteriorated or damaged structures, in order to meet public health standards for sewer conveyance facilities, as is consistent with a Section 15301(d) exemption. There is no expansion of capacity. None of the exceptions to Categorical Exemptions set forth in the CEQA Guidelines, Section 15300.2, apply: (a) Location The Project is not located in a sensitive environment or an environmental resource of hazardous or critical concern as designated by federal, state, or local agencies. (b) Cumulative Impact The Project will not have a cumulative negative impact over time that is significant. A sewer access structure is rehabilitated once every 10 or more years and the impacts are beneficial to the operation of the sewer system (c) Significant Effect The Project will not have a significant effect on the environment due to unusual circumstances. The sewer access structure rehabilitations are routine maintenance following industry standards. (d) Scenic Highways The Project will not result in damage to scenic resources, including but not limited to, trees, historic buildings, rock outcroppings, or similar resources, within a highway officially designated as a state scenic highway. The Project is not located near scenic highways. (e) Hazardous Waste Sites The Project is not located on a hazardous waste site which is included on any list compiled pursuant to Section 65962.5 of the Government Code. (f) Historical Resources The Project will not cause a substantial adverse change in the significance of a historical resource. The Project is limited to rehabilitation of sewer access structures, which are not historical resources. Furthermore, the proposed project is not expected to have a significant effect on the environment. Accordingly, a categorical exemption, as noted above, has been prepared for the project. Date: April 21, 2023 Prepared by: Sarah Aguila  City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-883 Agenda Date:6/8/2023 Agenda #:1.-I. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:JESUS A. GONZALEZ, PE, Assistant Director Department of Public Utilities - Utilities Planning & Engineering ANITA LUERA, Supervising Engineering Technician Department of Public Utilities - Utilities Planning & Engineering SUBJECT Approve the second amendment to the consultant services agreement with Carollo Engineers, Inc., for the preparation of a Nitrate Initial Assessment to extend the term of the agreement (Council Districts 3 and 6). RECOMMENDATION Staff recommends that City Council approve the second amendment to the consultant services agreement (Agreement) with Carollo Engineers, Inc., (Carollo) for the preparation of a Nitrate Initial Assessment (NIA), to extend the term of the Agreement from June 30, 2023, to December 31, 2024; and authorize the Director of Public Utilities, or designee, to sign the second amendment on behalf of the City of Fresno (City). EXECUTIVE SUMMARY As part of a Nitrate Control Program (Program) to ensure the protection of drinking water supplies and to manage nitrate concentrations in groundwater, the City entered into an Agreement with Carollo for the preparation of an NIA to evaluate the potential influence existing wastewater facilities may have on nitrate levels in the groundwater. The NIA and related documents were completed by Carollo and submitted to the Central Valley Regional Water Quality Control Board (Board) for review and approval. To date, the City has not received a letter of determination from the Board indicating compliance with the Program. The Agreement expires on June 30, 2023; however, it may be necessary to modify the NIA or related documents and address potential comments or concerns received from the Board as a result of their review. As such, the second amendment to the Agreement is required to extend the term of the Agreement to December 31, 2024. Additional funds will not be required. City of Fresno Printed on 6/2/2023Page 1 of 2 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-883 Agenda Date:6/8/2023 Agenda #:1.-I. BACKGROUND The Board administers a Program that allows for the control and permitting of nitrate discharges across the Central Valley.The purpose of the Program is to ensure the protection of drinking water supplies and to manage nitrate concentrations in groundwater. As part of the Program,the City entered into an Agreement with Carollo on June 19,2020,to prepare an NIA for the Fresno-Clovis Regional Wastewater Reclamation Facility (RWRF)and the North Fresno Wastewater Reclamation Facility (NFRF)to evaluate their potential influence on nitrate levels in the groundwater.The first amendment to the Agreement was executed on October 4,2021,and expanded the scope of services to include the implementation of certain components of the NIA. The NIA and related documents were completed in accordance with the Program and submitted to the Board for approval on May 6,2021.To date,the City has not received a letter of determination from the Board illustrating the City’s compliance with the Program.It may be necessary to modify the NIA or related documents and address potential comments or concerns received from the Board as a result of their review.As such,the second amendment is required to extend the term of the Agreement from June 30,2023,to December 31,2024.Additional funds will not be required.The City Attorney’s Office has reviewed the second amendment and approved as to form.Upon approval by City Council, the second amendment will be executed by the Director of Public Utilities or designee. ENVIRONMENTAL FINDINGS Pursuant to California Environmental Quality Act (CEQA)Guidelines Section 15378(b)(5),this is not a “project”for the purpose of CEQA,as this is an organizational or administrative action of the government to enforce an existing obligation and will not result in a direct or indirect physical change in the environment. LOCAL PREFERENCE Local preference does not apply to this action because this is an amendment to an existing consultant services agreement. FISCAL IMPACT There is no impact to the General Fund.Funding for the Agreement is included in the Wastewater Management Division’s Operations and Maintenance budget within the Wastewater Enterprise Fund 40501.No additional appropriations are necessary.The RWRF is located in Council District 3 and the NFRF is located in Council District 6, however, the benefit of the services described is citywide. Attachments: Attachment 1 - Second Amendment Attachment 2 - First Amendment Attachment 3 - Agreement City of Fresno Printed on 6/2/2023Page 2 of 2 powered by Legistar™ 1 SECOND AMENDMENT TO AGREEMENT THIS SECOND AMENDMENT TO AGREEMENT (Amendment) made and entered into this _____ day of _____________ 2023 (Effective Date), amends the agreement entered into between the City of Fresno, a California municipal corporation (City), and Carollo Engineers, Inc., a Delaware corporation (Consultant). RECITALS WHEREAS, in May 2020, the City’s Wastewater Management Division received a Notice to Comply with the requirements of the Nitrate Control Program which was adopted by the Central Valley Regional Water Quality Control Board in an effort to protect drinking water; and WHEREAS, the City and Consultant entered into an agreement on June 19, 2020, to provide professional consulting services for the preparation of a Nitrate Initial Assessment for the Fresno-Clovis Regional Wastewater Reclamation Facility and the North Fresno Wastewater Reclamation Facility as required by the Central Valley Regional Water Quality Control Board for a total fee of $913,740 which included a contingency of $83,100; and WHEREAS, the City and Consultant entered into a first amendment on October 4, 2021, to expand the Scope of Services to include implementation of certain components of the Nitrate Initial Assessment; and WHEREAS, the Consultant completed the Nitrate Initial Assessment and submitted it to the Central Valley Regional Water Quality Control Board for review and comment, but has not received a letter of determination from the Central Valley Regional Water Quality Control Board illustrating the City’s compliance with the Nitrate Control Program; and WHEREAS, the extent of comments and revisions the Central Valley Regional Water Quality Control Board will have regarding the Nitrate Initial Assessment is unknown and, as such, the City and Consultant desire to extend the original completion date from June 30, 2023, to December 31, 2024; and WHEREAS, with entry into this Amendment, the Consultant agrees it has no claim, demand, or dispute against the City. AGREEMENT NOW, THEREFORE, the parties agree that the agreement be amended as follows: 1. The Recitals listed above are incorporated by reference herein. 2. The Term of Agreement is extended from June 30, 2023, to December 31, 2024, and Time for Performance is extended to 1060 days.           2 3. Except as otherwise provided herein, the agreement remains in full force and effect. IN WITNESS WHEREOF, the parties have executed this Amendment at Fresno, California, the day and year first above written. CITY OF FRESNO, a California municipal corporation By: Brock D. Buche, PE, PLS Director of Public Utilities APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Date Deputy City Attorney ATTEST: TODD STERMER, CMC City Clerk By: Deputy Date CAROLLO ENGINEERS, INC., a Delaware corporation By: Name: Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By: Name: Title: (If corporation or LLC., CFO., Treasurer, Secretary or Assistant Secretary                  !    1 FIRST AMENDMENT TO AGREEMENT THIS FIRST AMENDMENT TO AGREEMENT (Amendment) made and entered into this _____ day of October 2021 (Effective Date), amends the Agreement entered into between the City of Fresno, a California municipal corporation (City), and Carollo Engineers, Inc., a Delaware corporation (Consultant). RECITALS WHEREAS, in May 2020, City’s Wastewater Management Division received a Notice to Comply with the requirements of the Nitrate Control Program which was adopted by the Central Valley Regional Water Quality Control Board (Board) in an effort to protect drinking water; and WHEREAS, City and Consultant entered into an agreement on June 19, 2020, (Agreement) to provide professional consulting services for the preparation of a Nitrate Initial Assessment (NIA) for the Fresno-Clovis Regional Wastewater Reclamation Facility and the North Fresno Wastewater Reclamation Facility as required by the Board for a total fee of $913,740 which included a contingency of $83,100; and WHEREAS, the NIA was completed by Consultant and submitted to the Board in accordance with the Nitrate Control Program; and WHEREAS, City will be constructing groundwater monitoring wells in accordance with the NIA and desires that Consultant provide ongoing support for construction of the wells and implementation of certain components of the NIA; and WHEREAS, City and Consultant desire to expand the Scope of Services to include the ongoing support services, and utilize remaining contract funds for said expanded services which will be performed within the current term of the Agreement; and WHEREAS, with entry into this Amendment, Consultant agrees it has no claim, demand, or dispute against City. AGREEMENT NOW, THEREFORE, the parties agree that the Agreement be amended as follows: 1. The Recitals listed above are incorporated by reference herein. 2. EXHIBIT A of the Agreement is removed in its entirety and is replaced with the scope of services indicated in EXHIBIT A1 attached hereto and incorporated herein by reference. 3. Except as otherwise provided herein, the Agreement remains in full force and effect. DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC 4th 2 IN WITNESS WHEREOF, the Parties have executed this Amendment at Fresno, California, the day and year first above written. CITY OF FRESNO, a California municipal corporation By: Michael Carbajal, Director Department of Public Utilities APPROVED AS TO FORM: DOUGLAS T. SLOAN City Attorney By: Pauline Brickey Date Deputy City Attorney ATTEST: BRIANA PARRA, CMC Interim City Clerk By: Date CAROLLO ENGINEERS, INC., a Delaware corporation By: Name: Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By: Name: Title: (If corporation or LLC., CFO., Treasurer, Secretary or Assistant Secretary Attachment: Exhibit A1 DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC 9/30/2021 Kenneth A Wilkins Senior Vice President Michael Barnes Secretary 9/30/2021 10/1/2021 10/1/2021 Marco Martinez 10/4/2021 EXHIBIT A1 FIRST AMENDMENT TO THE SCOPE OF SERVICES Consultant Service Agreement between the City of Fresno (“City”) and Carollo Engineers, Inc., (“Consultant”) NITRATE INITIAL ASSESSMENT Under this Scope of Work, Carollo Engineers, Inc. (Carollo), in association with Luhdorff & Scalmanini, Consulting Engineers (LSCE), Penny Carlo Engineering, LLC, and Katz & Associates, will provide professional engineering services to prepare a Nitrate Initial Assessment for the Fresno/Clovis Regional Wastewater Reclamation Facility (RWRF). The Carollo team will deliver the following services under the terms of Professional Engineering Services for the Fresno/Clovis Regional Wastewater Reclamation Facility Nitrate Initial Assessment. The Scope of Work includes services for the development of a Nitrate Initial Assessment (NIA), using previously collected data. The 2019 Basin Plan Amendment (BPA) for the Tulare Lake Basin contains a new Nitrate Control Program to control and regulate discharges to groundwater. The RWRF is located within the Tulare Lake Basin and is subject to the new requirements. The BPA became effective in 2020. The Basin Plan states that upon receipt of a Notice to Comply (NTC) from the Central Valley Water Board (Water Board), existing permittees shall conduct an initial assessment of their discharge as it relates to nitrate. The RWRF is located in a Priority 1 Basin, and the City will be required to complete the NIA within 330 days after receiving the NTC. Although the issuance date for the NTC is not known at this time, receipt of the NTC by the City is expected no later than June 1, 2020. The scope of work for the NIA and associated schedule have been developed with a goal to meet the NIA deadline of 330 days following receipt of the NTC. The NIA for the RWRF is covered under Tasks 1 – 11 in this Scope of Work. As demonstrated below, the NIA, the As/Mn Compliance Assessment, and the Domestic/Agricultural Well Sampling Project are all intertwined, and the work developed in prior tasks inform and provide the foundation for the NIA. Some examples that demonstrate the interconnectivity of the projects are noted below. Coordinating the As/Mn Compliance Assessment with the NIA tasks will be critical to meeting the 330-day time frame for the NIA. • Build upon the hydrogeologic conceptual model developed for the As/Mn evaluation • Groundwater levels in the area have previously been developed, and domestic well depths (from construction records) are being evaluated. Together, this information of the water table and domestic well depths will be used to determine impacted beneficial uses and definition of the Shallow Zone for the NIA (for the BPA Path A, the Shallow Zone is the part of the aquifer system in which the shallowest 10% of the domestic wells are constructed). • Groundwater nitrate data were gathered and analyzed for both RWRF monitoring wells and domestic/agricultural wells. This data will provide the initial foundation for the NIA. • The As/Mn groundwater flow and transport modeling tools, being designed for the As/Mn evaluation, are also being designed with consideration of the need to assess nitrate conditions, since nitrate quality is an indicator of As and Mn groundwater mobility. DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC Task 12 in this Scope of Work covers the preparation of a Nitrate Initial Assessment for the North Fresno Wastewater Reclamation Facility (WWRF). As a permitted discharger within the Priority 1 Kings Subbasin, it is expected that the Central Valley Regional Water Board will also issue a Notice to Comply to the City of Fresno for the North Fresno WWRF. Under Pathway A, an initial assessment of the discharge to the shallow zone is required as part of the Initial Assessment/Notice of Intent. Based on previous analyses documented in the 2011 Report of Waste Discharge and along with the Waste Discharge Requirements (WDR) for the North Fresno WWRF, discharge of nitrate from the facility has not impacted shallow groundwater, so an Early Action Plan is not required. In addition, we anticipate the North Fresno WWRF will fall under Category 1 (no degradation) or 2 (de minimus impacts) for nitrate discharge categorization; therefore, an Alternative Compliance Project is not needed. PURPOSE Consultant to prepare a Nitrate Initial Assessment (NIA) in accordance with the procedures summarized in the 2019 Basin Plan Amendment for the Tulare Lake Basin for existing dischargers. It is assumed the “area of contribution” of nitrate to the groundwater (from the RWRF discharge) will be larger than the geographic area anticipated to be associated with the mobilization of As and Mn due to RWRF operations. However, the initial geographic area for the NIA will utilize the same area as the As and Mn groundwater quality study. The area of contribution is described in the Dom/Ag Sampling Plan using the following as boundaries: Whitesbridge Avenue, Valentine Avenue, Adams Avenue, and South Dickenson Avenue. The Scope of Work assumes the City will pursue Path A (Individual Permitting Approach). The NIA must be submitted as part of a Notice of Intent and must include the nine elements listed below, unless as otherwise approved by the Central Valley Water Board’s Executive Officer. For this scope of work, it is assumed all elements will be addressed, unless otherwise noted. Upon receipt of a Notice to Comply, existing permittees shall conduct an initial assessment of their discharge as it relates to nitrate. The initial assessment shall be submitted as part of a Notice of Intent and must include the following unless as otherwise approved by the Central Valley Water Board’s Executive Officer: (i.) Estimated impact of discharge of nitrate on the Shallow Zone over a 20-year planning horizon; • May be estimated based on a simple mass balance calculation assuming 20 years of loading as nitrate reaches the water table. (ii.) Initial assessment of water quality conditions based on readily available existing data and information. • May use default information in or referenced by, the Central Valley SNMP (2017) or provide supplemental information that includes water quality conditions in the shallow and upper zones; (iii.) Survey of the discharge, and determination if the discharge is causing any public water supply or domestic well to be contaminated by nitrate; (iv.) If causing contamination of a public water supply or domestic well, an Early Action Plan; Identification/summary of current treatment and control efforts, or management practices; (v.) Identification of any overlying or adjacent Management Zone; (vi.) Identification of Category of the Discharge, and information to support the categorization; (vii.) Information necessary to support request for allocation of assimilative capacity, if applicable; DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC (viii.) For category 4 dischargers, identification of an Alternative Compliance Project or justification as to why the Central Valley Water Board should not require implementation of an Alternative Compliance Project. (ix.) For category 5 dischargers, information as required to support an Application for an Exception pursuant to the Exceptions Policy, which would include identification of an Alternative Compliance Project. CONSULTANT’S SERVICES Task 1. Initial Assessment of Water Quality Conditions/Estimation of Impact of Discharge of Nitrate on Shallow Zone and Underlying Zones. This task involves conducting the initial assessment of water quality conditions, based on readily available existing data and information. This task also considers impacts over a 20-year planning horizon. For the NIA, impact may be estimated based on a simple mass balance calculation, assuming 20 years of loading as nitrate reaches the water table. This task addresses BPA Items (i) and (ii). 1.1 Define Shallow Zone. Carollo team to determine what constitutes the Shallow Zone and the extent of area in the vicinity of the RWRF to consider in the area of contribution. The purpose is to represent the portion of the aquifer available for use by the shallowest domestic wells. To determine ambient nitrate concentrations in the Shallow Zone, the following options are available: (1) Use readily available data and information to calculate ambient nitrate concentrations for the shallowest ten percent (10%) of the domestic water supply wells in the Upper Zone of a groundwater basin/subbasin as defined and established in Region 5: Updated Groundwater Quality Analysis and High Resolution Mapping for Central Valley Salt and Nitrate Management Plan (June 2016); (2) Conduct a site (or area) specific evaluation based on various types of available data and information, including but not limited to, depth and age of domestic wells in the area of contribution, groundwater table, well completion report data, and other available and relevant information; or, (3) An equivalent alternative approved by the Central Valley Water Board’s Executive Officer. Carollo team will use approach (2) above for this task. The work will build upon earlier work conducted for the As/Mn evaluation. 1.2 Calculate Ambient Nitrate Concentration in Shallow Zone and Underlying Zones. Carollo team to rely on data compilation and findings from the As/Mn Workplan through 2019 (evaluation of existing nitrate conditions in the vicinity of the RWRF) and select the appropriate well data to include in this assessment of groundwater quality conditions including the Shallow Zone and underlying Zones, using the following data sets: • Readily available local and regional groundwater quality data of domestic wells, particularly nitrate data but also other water quality parameters as needed to identify the extent of the effect of RWRF operations on underlying groundwater. • Site specific results of Phase 1 of the domestic/agricultural well sampling. • Depth and age of domestic wells in the area of contribution, groundwater table, well construction logs, etc. DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC • Results from monitoring well network evaluation, including depth zones, water quality trend plots, contour maps, etc. 1.3 Estimate impact of discharge of nitrate on the Shallow Zone and Other Zones. Carollo team to use a mass balance approach for this task and will consider the following: • Projected wastewater discharge volumes to the percolation ponds, irrigation, and FID canals over the 20-year planning horizon. o City to assist in developing assumptions for end uses, volumes, destinations of the effluent from the RWRF over time. • Projected date of startup of RWRF upgrade to nitrify/denitrify wastewater and anticipated effluent total nitrogen concentration. o Assume an effluent total nitrogen concentration of 7.5 mg/L. • Features established in Hydrogeologic Conceptual Model, including physical features, hydrologic boundaries, aquifer properties, and estimates of water budget components. o Area of potential impact will be preliminarily delineated based on seepage analysis and estimated groundwater migration. • Results (and interpretation) of RWRF groundwater data and the Phase 1 Dom/Ag sampling program, including data for nitrogen species, isotopes, ORP, DO, and other constituents. 1.4 Technical Memorandum Prepare draft and final technical memorandum (TM) using data through the 2019 evaluations. Deliverables: • Technical Memorandum (draft and final, PDF format) Task 2. Survey of the Discharge Impacts on Water Wells. Determine if the RWRF discharge is causing any public water supply or domestic well to be contaminated by nitrate. This task addresses BPA Item (iii). Approximately 30 domestic wells were sampled during the Phase 1 Dom/Ag well sampling project, primarily to determine the influence of RWRF discharges on As and Mn groundwater quality in downgradient wells and to inform efforts to identify a point of compliance. The sampling program included nitrogen species, special isotopes, and other constituents identified to help determine potential impact to groundwater and attribution of sources (RWRF or other influencing factors). In addition to the As/Mn Compliance Assessment, the data will be used in this scope of work to inform the assessment of impacts of the RWRF discharge on nitrate concentrations in downgradient domestic wells. 2.1 Phase 1 Survey. Carollo team to review results to assess the extent to which domestic wells in the vicinity of the RWRF tap water with nitrate concentrations exceeding the trigger level of 7.5 mg/L The BPA says a mass balance “may” be used. In this proposed scope of work, a mass balance will preliminarily be used, followed later by the use of modeling tools to refine the understanding of the extent of the impact. The models will also be used to evaluate the implementation and effects of approaches to manage or reduce nitrate in the underlying groundwater system. These analyses are implemented in Task 6.4. DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC (Nitrate-N). Carollo team will also evaluate the isotope results and other constituent concentrations for RWRF groundwater data and the Phase 1 Dom/Ag well sampling project to determine if elevated nitrate concentrations can be attributed to the RWRF. Carollo team will identify the affected domestic wells and provide an assessment on nitrate source attribution. Deliverables: • Summary Memo – Phase 1 Survey Results and Findings (Draft and Final, PDF format) Task 3. Early Action Plan (EAP). If causing contamination of a public water supply or domestic well, an Early Action Plan must be submitted with the NIA. This task addresses BPA Item (iv). This task assumes there will be at least one domestic well tapping groundwater under the influence of the RWRF, with nitrate-N concentrations exceeding the trigger level of 7.5 mg/L. If it is found in Task 2 that the RWRF is not the source of the elevated nitrates in any domestic well water, this task would be eliminated. The EAP is a plan that identifies specific activities, and a schedule for implementing those activities, that will be undertaken to ensure immediate access to safe drinking water for those who are dependent on wells that provide groundwater with nitrate exceeding the maximum contaminant level (MCL) of 10 mg/L (Nitrate-N). The EAP will include the following tasks: 3.1 Identification of Potentially Affected Groundwater Users and Outreach. Provide process to identify affected residents and the outreach utilized to ensure that impacted groundwater users are informed of and given the opportunity to participate in the development of proposed solutions. The scope assumes the Carollo team will participate in one outreach meeting with local residents in support of this task. The outreach consultant will assist with strategy planning, logistics and support for one outreach meeting with local residents. For each meeting, the outreach consultant will provide an agenda, distribute and coordinate RSVPs, and meeting summary. This meeting will occur in coordination with the stakeholder outreach and involvement for the Alternative Compliance Project described in Section 6.3 3.2 Coordination. Provide process for coordinating with others that are not dischargers to address drinking water issues, which must include (but would not be limited to) consideration of coordinating with affected communities, domestic well users and their representatives, the State Water Board’s Division of Drinking Water, Regional Board, Local Planning Departments, Local Water Districts, Local County Health Officials, Kings River Water Quality Coalition, Groundwater Sustainability Agencies and others as appropriate (coordination with entities that may be engaged in the development of an adjacent Management Zone will be necessary, including coordination related to additional private domestic well sampling that may be required either in the Management Zone or the RWRF area of contribution [there is likely to be some initial overlap between these areas]). The scope assumes the Carollo team will participate in two outreach meetings with the parties described above, in support of this task. Additional outreach meetings are included as options in the budget. The outreach consultant will assist with development of strategy and participant selection in close coordination with technical team for two outreach meetings with the parties described above. For the meetings, the outreach consultant will provide an agenda, distribute and coordinate RSVPs, and meeting summary. DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC 3.3 Actions and Schedule of Implementation. Propose specific actions and a schedule of implementation that is as short as practicable (pending the Regional Board does not object to the EAP, the EAP must be implemented within 60 days of submittal) to address the immediate drinking water needs of those initially identified in the area of contribution, that are drinking groundwater that exceeds nitrate standards and that do not otherwise have interim replacement water that meets drinking water standards. 3.4 Funding Plan. Provide a funding mechanism for implementing the Early Action Plan, which may include seeking funding from local, state and federal funds that are available for such purposes; 3.5 Preparation of Report. This task involves compilation of the analyses and findings in Tasks 3.1 through 3.3 to produce the EAP as a stand-alone report. The EAP will also include summary discussions from the work conducted in Tasks 1 and 2. Carollo team will prepare a draft and final EAP. The report shall be prepared using current versions of Microsoft Office and GIS software. Copies of the final report shall incorporate City staff comments from the reviewed draft report. Deliverables: • Draft EAP Report (PDF) • Final EAP Report (PDF and 5 hard copies) 3.6 Implementation Support. The Carollo team will provide ongoing support for implementation of the EAP. This support may include additional outreach, updating and maintaining outreach materials, review of groundwater data collected through the EAP, or other support requested by the City for EAP implementation. Task 4. Identification of any overlying or adjacent Management Zone. This task addresses BPA Item (v). Task 4.1 Identification and Summary Memo. Carollo team will identify overlying or adjacent Management Zones (MZ) that may become established within the time this NIA is developed for the RWRF. Participants in each MZ will be identified, and the MZ boundaries will be displayed on a map. This information will be included in the NIA report. The MZ involves BPA Path B. The MZs would be identified for purposes of coordination (see Task 3.2 and Task 6). The results of this task also pertain to Task 6. A summary memo with map of MZs will be prepared. Deliverables: • Summary Memo (draft and final, PDF format) Task 5 Identification of Category of the Discharge. Provide information to support the categorization. This task addresses BPA Item (vi). The Water Board definitions for categories 4 and 5 are provided below. Category 4 (Degradation Above Trigger): The average nitrate concentration in the Shallow Zone is better than the water quality objective. Though the discharge is reasonably expected to cause the average nitrate concentration in the Shallow Zone to exceed a trigger of 75% of the applicable water quality objective over a 20-year planning horizon, the average nitrate concentration in the Shallow Zone DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC is expected to remain at or below the applicable water quality objective over the same 20-year planning horizon. Category 5 (Discharge Above Objective): Either • The average nitrate concentration in the Shallow Zone is better than the applicable water quality objective, but the discharge may cause the average nitrate concentration in the Shallow Zone to exceed the water quality objective over a 20-year planning horizon; or, • The average nitrate concentration in the Shallow Zone exceeds the applicable water quality objective and the discharge quality, as it reaches the Shallow Zone, also exceeds the applicable water quality objective. 5.1 Determination of Category. Using the analysis and findings of Tasks 1 and 2, Carollo team will determine the category of the discharge. Provide summary memo for NIA report that supports the characterization. The summary memo will be presented to the RWQCB during the progress meeting scheduled in Task 10. Deliverables: • Summary memo, draft and final (PDF format), and supporting information (maps, data tables). Task 6. Alternative Compliance Project. This task assumes the discharge will be Category 4 or 5. The BPA requires submittal of an ACP (along with the NIA and Notice of Intent) for Category 4 and 5 dischargers pursuing Path A. If the conclusion of Task 5 is that the discharge is categorized as 1, 2, or 3, this task will be eliminated. The ACP must demonstrate consistency with the management goals of the BPA Nitrate Control Program, addressing short-term and long-term drinking water needs affected by nitrates (Management Goal 1), plan for achieving balanced nitrate loadings within the proposed boundaries of the project, where reasonable and feasible (Management Goal 2), and a plan for establishing a managed aquifer restoration program to restore nitrate levels to concentrations at or below the water quality objectives to the extent reasonable, practicable and feasible (Management Goal 3). The ACP must also identify the process to ensure that drinking water that meets drinking water standards is available to all drinking water users utilizing groundwater within the area of contribution. This component may be met through the development and implementation of an Early Action Plan (Task 3), payment into a mitigation fund, and/or other mechanisms geared toward providing emergency, interim and permanent solutions. The ACP will be developed to address the guidelines contained in Appendix H of the BPA. The ACP will rely on information and findings developed in the prior tasks (and in conjunction with prior tasks) for the NIA and EAP. Preparation of the ACP will include the following: 6.1 ACP Framework and Area of Contribution. Develop framework to address the overarching goals and objectives of the ACP, as established by the BPA. Identify main project participants. Identify and describe best estimate of the extent of the area of contribution (refinement of the area of contribution is further informed by work in Task 6.4). Identify locations within the area of contribution that overlap with other management areas/activities and the process to ensure coordination. Identify geologic and hydrologic features that limit or promote groundwater movement. DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC 6.2 Constituents of Concern. Identify any constituents of concern the RWRF may want to address (besides nitrate). Identify current best practicable treatment and control (BPTC) or an approved exception from meeting the nitrate water quality standard. 6.3 Stakeholder Outreach and Involvement. This task will be coordinated with Tasks 3.1 and 3.2 (Early Action Plan Outreach and Coordination). Identify affected stakeholders within the area of contribution, over the 20-year planning horizon. Identify stakeholders within the area of contribution who are not included within the ACP boundary, and why. Provide process to identify affected residents and outreach to ensure stakeholders are informed of and given an opportunity to participate in the development of the ACP. Provide description of the outreach that has occurred and will continue to occur to ensure stakeholders or affected communities within the area of contribution are informed of, and given opportunity to participate in, the development of any ACP as well as ongoing activities designed to resolve their drinking water concerns. The outreach consultant will assist with strategy planning, logistics and support for two outreach meetings with local residents. For each meeting, the outreach consultant will provide an agenda, distribute and coordinate RSVPs, and meeting summary. This effort is an extension of the outreach associated with the EAP in Task 3.1. The scope assumes the Carollo team will participate in two outreach meetings in support of this task. These will be in addition to (and in coordination with) the outreach work and meetings anticipated in Tasks 3.1 and 3.2. 6.4 Nitrate Management Plan (short term and long term). Identify how nitrate conditions will be characterized for use as the basis for refining the extent of effects by RWRF operations and demonstrating how nitrate will be managed over short and long-term periods to meet the nitrate management goals established in the Central Valley Region SNMP and BPA. Identify short-term (≤ 20 years) and long-term (> 20 years) projects and/or planning activities that will be implemented as part of the ACP to make progress towards attaining each of the water quality-related management goals established by the Central Valley SNMP within the estimated area of contribution. Identify mechanism(s) to support achievement of the overall Central Valley SNMP’s long-term strategy to achieve balanced nitrate loadings and managed aquifer restoration, where reasonable and feasible. Mechanisms may include, but would not be limited to: • Implementation of management practices that will reduce current nitrate loading to groundwater; • Use of offsets to help mitigate potential localized impacts, while improving overall basin or subbasin-wide water quality (see Offsets Policy); • Coordination with adjacent Management Zone(s); • Coordination among Groundwater Sustainability Agency(ies) to implement GSP water management strategies that achieve multiple objectives, including BPA objectives; • Managed groundwater recharge; • Pump and utilize and/or treat and distribute; and DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC • Payment into a mitigation fund established to develop and implement long-term drinking water solutions, balance and restoration To estimate the feasibility of these mechanisms, the flow and transport model developed for the As/Mn Compliance Assessment will be utilized. This will involve expanding the focus of the As/Mn flow model and incorporating nitrate into the transport model. This will allow for the simulation of the nitrate transport and determination of the effects that discharged water has had or will in the future have on the Shallow Zone and underlying Zones with planned nitrate management activities (including upgrading nitrogen treatment with increased nitrogen removal) and restoration. This task includes two modeling scenarios to assess nitrate management activities and one restoration scenario. Future nitrate management activities, as described in the NIA and ACP, would examine the performance of those activities. 6.5 Implementation Schedule. Provide a short and long-term schedule for implementation of nitrate management activities with interim milestones and performance measures to assess progress every 5 years during the first 20-year planning horizon and every 10 years thereafter. Identify alternative procedures or measures to be implemented if the interim milestones or performance measures are not met. Provide a water quality surveillance and monitoring program that is adequate to ensure that the ACP when implemented is achieving the expected progress towards attainment of water quality-related management goals (coordination with the SNMP’s surveillance and monitoring program may be considered as part of efforts to comply with this element). 6.6 Report. This task involves compilation of the analyses and findings in Tasks 6.1 through 6.5 to produce the ACP as a stand-alone report. Carollo team will prepare a draft and final ACP. The report shall be prepared using current versions of Microsoft Office and GIS software. Copies of the final report shall incorporate City staff comments from the reviewed draft report. Deliverables: • Draft ACP (PDF) • Final ACP (PDF and 5 hard copies) 6.7 Implementation Support. The Carollo team will provide support for implementation of components of the short-term projects included as part of the ACP including drilling and installation of monitoring wells and review of newly collected groundwater data. Optional Task 7. Application for an Exception. If the discharge is determined to be Category 5 (Task 5), the City will be required to submit an Application for Exception pursuant to the Exceptions Policy. If it is determined in Task 5 that the discharge is not Category 5, this task will be eliminated. The exception may apply to the issuance of effluent limitations and/or groundwater limitations that implement water quality objectives (WQO) for nitrate. According to the Exceptions Policy, the term nitrate includes nitrate and other forms of nitrogen speciation (e.g., total inorganic nitrogen, total Kjeldahl nitrogen, etc.) used to address nitrate in groundwater. DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC The Waste Discharge Requirements (WDR) for the RWRF do not currently include effluent limitations for nitrate or any form of nitrogen, on the secondary effluent discharged to the ponds or irrigation areas. The WDR does include the groundwater limitation for nitrate (as nitrogen) of 10 mg/L. Authorization by the Central Valley Water Board (Water Board) of an exception from issuance of an effluent limitation, or from enforcement of the groundwater limitation will allow the RWRF to continue to operate and discharge, with relief from potential regulatory action, while progress is made by the City on their Nitrate Control Program. This would include time to implement nitrogen removal at the RWRF to reduce nitrate effluent concentrations below 10 mg/L (as total nitrogen) and attain long term compliance of the nitrate WQO in groundwater. The Water Board will set interim performance-based requirements when the exception is authorized. An exception may be typically granted for up to 10 years, but the Water Board may have discretion to approve a 50-year exception and subsequent renewal for up to another 50 years. 7.1 Preparation of Application for Exception. Carollo team will prepare the Application for an Exception, per the Exceptions Policy. The application will include the following: a. An explanation/justification as to why the exception is necessary, and why the RWRF is unable to ensure consistent compliance with the groundwater limitations associated with nitrate, and why time is needed before issuance of an effluent limitation for nitrate. b. A description of the ACP, EAP, or other implementation measures that the City will implement or participate in, consistent with the Nitrate Permitting Strategy of the BPA. c. Copies of any documents prepared and certified by another state or local agency pursuant to Public Resources Code Section 21080 et seq.; or, such documents as are necessary for the Water Board to make its decision in compliance with Public Resources Code section 21080 et seq. d. A work plan to provide an interim and permanent water supply for any person living in the area adversely affected by the discharge under the requested nitrate exception. The water supply work plan shall include a schedule of milestones and a description of financial commitments to assure completion of the interim and permanent water supply. Performance bonds may be required to assure timely implementation. e. A detailed plan of how the proposed implementation measures will further the long-term management goals of the Nitrate Control Program. 7.2 Preparation of Report. Prepare draft and final report. Deliverables: • Draft Application (PDF format) • Final Application (PDF format) Optional Task 8. Respond to RWQCB Comments on Area of Contribution. 8.1 Respond to Comments. As stated in the PURPOSE, it is assumed the initial geographic area for this NIA will be the same as area determined for the overall As/Mn Compliance Assessment. During the second meeting with the RWQCB (Task 10.2), the City will present the justification for the proposed area DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC for the NIA (which may be modified pending results of Tasks 1, 2, and 6, and with consideration of results associated with the implementation of the As/Mn Workplan). If the RWQCB does not accept this approach for estimating the area of contribution and requires the City to further expand the area of contribution for the NIA, additional budget will be needed to evaluate and develop an expanded boundary. Since the nature and extent of comments and potential effort needed to address changes cannot be identified at this time, a budget allowance is provided. The RWQCB may also provide comments regarding the technical analysis of data used to determine the Area of Contribution or for quantification of nitrate conditions within the Area of Contribution. The Carollo team will provide responses to these comments including analysis of additional groundwater data collected after submittal of the NIA. Task 9. Preparation of NIA Report. Work completed in Tasks 1-8 will be compiled into the NIA Report. The NIA will also include the formal “Notice of Intent” letter from the City. The EAP and ACP will be included as appendices to the NIA Report. A draft and final NIA will be prepared. The report shall be prepared using current versions of Microsoft Office and GIS software. Copies of the final report shall incorporate City staff comments from the reviewed draft report. The Carollo team will provide responses to any comments received from the RWQCB on the NIA as part of this task. Deliverables: • Notice of Intent (draft and final, PDF format) • Draft NIA Report including the EAP and ACP (PDF format) • Final NIA Report (PDF and 5 hard copies) Task 10. Project Management and Meetings. Carollo’s project manager shall direct and coordinate the efforts of the project team members in order to deliver all of the components of the project. Project management includes facilitation of a Kick-Off Meeting, periodic meetings, work order administration, monthly progress reports, coordination with RWRF staff, and quality management. The project manager will make staffing assignments, review work progress, coordinate quality management procedures, manage subconsultants, and communicate monthly progress reports to the City. The project manager shall manage the budget, schedule, and invoicing. The project manager will prepare and maintain decision and action item logs that will record the decisions made by the City throughout the project as well as action items assigned to the Carollo team and City team members. 10.1 Project Kickoff Meeting. Carollo team will facilitate a project Kick-off Meeting with RWRF staff to review the BPA requirements and develop the City’s goals and objectives for the NIA (including plan to pursue Path A). This will be a working meeting with participation from key RWRF staff to discuss the RWRF goals and objectives, preferences, key concerns and project constraints. Additionally, Carollo team will review the overall scope, schedule, and budget, and establish lines of communication between the Carollo team and RWRF staff. Carollo team will provide an initial data request list and list of past DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC studies and work to review. The list will be updated during the course of the project. Key members of the Carollo team will attend the Kick-Off Meeting. 10.2 Meetings with RWQCB. Three meetings will be held with the RWQCB. The first meeting will be to review the BPA requirements for the NIA, present the City’s objectives (including pursuit of Path A) and schedule, and clarify RWQCB expectations for the NIA. A second meeting will be scheduled to review progress and key findings related to estimating impact of discharge of nitrate on the Shallow Zone and underlying Zones, the determination of the Shallow Zone and area of contribution, and determination of the category of discharge (Tasks 1, 2, and 6). A third meeting will be to present the analysis and conclusions of the full NIA at the time of submittal of the NIA (within 330 days of receipt of the NTC). 10.3 Progress meetings. Eight progress meetings will be conducted. The progress meetings will be held approximately monthly following the kick-off meeting. It is assumed that meetings will alternate between Webex and in-person meetings (four of each). Optional Task 11. Analysis Refinement Tasks This task identifies work to be conducted during the development of the NIA that is dependent on conclusions and knowledge gained in the core tasks referenced below. Work in the core tasks is needed to advance the study. The follow-up tasks are needed to refine results and enhance validity of findings and conclusions of the NIA. 11.1 Phase 2 Domestic/Agricultural Well Survey. Sampling will be conducted on additional domestic/agricultural wells, not tested in Phase 1, to expand the area of the domestic/agricultural well survey for the As/Mn Study (see Domestic/Agricultural Wells Sampling Plan). Carollo team to review results to determine if any domestic wells tap water with nitrate concentrations exceeding the trigger level of 7.5 mg/L. Carollo team will also evaluate the concentrations of special analytes and/or isotopes to determine if the high nitrate concentrations can be attributed to the RWRF. Carollo team will identify the affected domestic wells and provide an assessment on the source attribution. Groundwater quality conditions will be reassessed based on this additional data combined with updated nitrate sample data from the county and other public entities as available. Prepare an update to the Phase 1 Survey Summary Memo, to include results and overall findings from this task. Deliverables: • Update to Summary Memo (Draft and Final, PDF format) 11.2 Update Calculations of Ambient Nitrate Concentration with Data from Phase 2 Domestic/Agricultural Sampling Project. The ambient nitrate concentration in the Shallow/Upper Zone of groundwater will be refined with new knowledge of the area water quality, obtained from data collected during the Phase 2 domestic/agricultural well sampling. This sampling effort will be conducted in 2020. Prepare an update to the Task 1 Technical Memorandum. DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC Deliverables: • Update to Task 1 Technical Memorandum (PDF format). Task 12. Preparation of A Nitrate Initial Assessment for the North Fresno Wastewater Reclamation Facility (WWRF) This task to prepare the Nitrate Initial Assessment for the North Fresno WWRF includes the following tasks specified in the Basin Plan Amendment. It is assumed that discussions relating to the North Fresno WWRF with City staff and with the Regional Board will occur as part of meetings described in Task 10. 12.1 Estimate impact of nitrate discharge on the shallow zone and perform an Initial Assessment of water quality conditions. The assessment will be based on previous analyses and existing data and will incorporate conclusions stated in the Report of Waste Discharge and WDR. This task will evaluate locally specific hydrogeologic conditions related to the definition of the shallow zone. This includes defining the shallow zone specific to 10 percent of the shallowest domestic wells located nearest to the North Fresno WWRF. Well construction logs, as available, will be used to determine the depth and age of wells in the area. The construction of those wells, and any representative publicly available water quality data for those wells, will be considered relative to previous work that identified the presence of a significant clay unit underlying the WWRF site and also the previous understanding (based on WWRF monitoring data) of low nitrate concentrations in groundwater. Based on the WWRF monitoring data, together with publicly available groundwater quality data, this task will evaluate ambient nitrate concentrations in groundwater above and below significant hydrogeologic features (e.g., clay unit) within the locally defined shallow zone. This task will also include documentation of groundwater protection measures in place (lined storage pond, seasonal/occasional discharges to sewer, irrigation management measures, etc.) that are utilized by the WWRF to achieve best practicable treatment and control (BPTC) for the protection of groundwater quality. If needed, a mass balance of water and nitrogen loadings on the golf course may be developed to estimate historical and projected loadings to the Shallow Zone through irrigation. 12.2 Survey of the discharge, and determination if the discharge is causing any public water supply or domestic well to be contaminated by nitrate. The Carollo team will collect and review any readily available local and regional groundwater quality data of domestic and public supply wells near the North Fresno WWRF, particularly nitrate data. The review will also examine other groundwater quality data to demonstrate differences in groundwater quality above and below the significant clay unit and to further distinguish constituents contributed to groundwater by the WWRF versus constituents contributed to relatively deeper groundwater in the shallow zone (below the clay unit) due to influences from regional land uses and lateral groundwater flow mechanisms. 12.3 Identification of any overlying or adjacent Management Zone. Coordination with nitrate management activities in the larger Kings Subbasin will occur as part of the work for the RWRF and will not be conducted separately for the North Fresno WWRF. 12.4 Categorization of the discharge, expected to be Category 1 (no degradation) or 2 (de minimus impacts) based on previous analyses documented in the 2011 Report of Waste Discharge and along with DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC the Waste Discharge Requirements (WDR) for the North Fresno WWRF. Provide justification for categorization, based on the findings in Tasks 12.1 and 12.2. 12.5 Preparation of an Initial Assessment/Notice to Comply. Work completed in Tasks 12.1-12.4 will be compiled into the NIA Report. The NIA will also include the formal “Notice of Intent” letter from the City. It is assumed that discharge of nitrate from the facility has not impacted, or only minimally impacted, shallow groundwater; therefore, an Early Action Plan and Alternative Compliance Project are not required. A draft and final NIA will be prepared. The NIA will provide the hydrogeologic justification to support the lack of influence from the WWRF on shallow groundwater quality in the vicinity of the plant site. Discharge quality, WWRF historical groundwater quality monitoring records, and other local groundwater quality data will be presented to differentiate effects (or the lack of effects) by the WWRF on the uppermost part of the shallow zone compared to the quality in the deeper part of the shallow zone associated with the groundwater produced for domestic purposes. The report shall be prepared using current versions of Microsoft Office and GIS software. Copies of the final report shall incorporate City staff comments from the reviewed draft report. 12.6 Response to comments from the Regional Board. Since the nature and extent of comments and potential effort needed to address changes cannot be identified at this time, a budget allowance is provided. Deliverables: • Notice of Intent (draft and final, PDF format) • Draft NIA Report (PDF format) • Final NIA Report (PDF and 5 hard copies) DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC TIME OF PERFORMANCE The work will be completed within 330 days following the City’s receipt of the Notice to Comply (NTC) from the Water Board as shown in the project timeline. Estimated Project Delivery Schedule The preliminary schedule for completing the tasks is provided in the table below assuming NTC received on June 1, 2020 and Notice to Proceed given on June 22, 2020. Task Task Duration (months) Cumulative Duration (months) Tentative Completion Date Task 1. Initial Assessment of Water Quality Conditions and Impact of Discharge on Shallow Zone 3 3 9/30/2020 Task 2. Survey of the Discharge Impacts on Water Wells 2 2 8/31/2020 Task 3. Early Action Plan 4 6 12/31/2020 Task 4. Identification of any overlying or adjacent Management Zone 1 -- Task 5. Identification of Category of the Discharge. 1 -- Task 6. Alternative Compliance Project 6 9 4/27/2021 Task 7. Application for Exception 2 -- Task 8. Respond to RWQCB comments on Area of Contribution (as needed) 2 -- Task 9. Preparation of NIA Report 2 9 4/27/2021 Task 10. Project Management and Meetings 10 -- Task 11. Analysis Refinement Tasks 1 -- Task 12. Nitrate Initial Assessment for the North Fresno WWRF 4 -- 3/31/2021 DocuSign Envelope ID: AEA162CD-E466-412D-8D2D-D3CCB57D33CC City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-890 Agenda Date:6/8/2023 Agenda #:1.-J. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:RON SIMONS, Water System Supervisor Department of Public Utilities - Water Division SUBJECT Award a Requirements Contract in the amount of $0 to Backflow Solutions Incorporated, of Chicago Illinois for backflow data management services and authorize the Director of Public Utilities or his designee, to execute a contract for a term of three years with the possibility of two one-year extensions - (Bid File 9664) (Citywide) RECOMMENDATION Staff recommends that the City Council award a Requirements Contract in the amount of $0 to Backflow Solutions Incorporated (BSI), for backflow data management and authorize the Director of Public Utilities or his designee, to execute a three-year contract with provisions for two one-year extensions. EXECUTIVE SUMMARY The Department of Public Utilities, Water Division (Water), routinely utilizes third party backflow data management for over 10,000 backflow devices in the City of Fresno (City). This service, which bears no cost to the City, allows for the freeing of Water staff to monitor customer test status and to perform field inspections for all new and replaced backflow devices. The Council’s approval of the contract with BSI will ensure continued data management while allowing Water staff to focus on field operations. BACKGROUND There are over 10,000 backflow devices throughout the City that are mandated by the State to be tested annually. In conjunction with the management of backflow device testing data are numerous other necessary duties such as mailing annual test notification letters, updating records of customer non-compliance and monitoring backflow tester’s certifications and credentials. By utilizing the services of BSI, Water staff are enabled to monitor customer test status and to perform field inspections for all new or replaced devices. The City has utilized BSI for backflow data management since 2017. Fees for the BSI services are paid for by the backflow device owners. The current fee charged is $14.99 per test, and under the new contract the charge will be $9.99 per test. There is no City of Fresno Printed on 6/2/2023Page 1 of 2 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-890 Agenda Date:6/8/2023 Agenda #:1.-J. charged is $14.99 per test,and under the new contract the charge will be $9.99 per test.There is no cost to the City. Staff recommends that Council award a three-year contract with provisions for two one-year extensions,for a total contract value of $0 to BSI and authorize the Director of Public Utilities,or designee,to sign and execute all documents on behalf of the City of Fresno.The City Attorney has reviewed and approved to form. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act Guidelines Section 15378,the award of this requirements contract does not qualify as a “project”. LOCAL PREFERENCE Local preference is not applicable as there was only one sole responsive and responsible bidder. FISCAL IMPACT There is no impact to the General Fund or the Water Division as the costs of services are paid for by the backflow device owners. Attachments: Attachment 1 - Bid Evaluation BF 9664 Attachment 2 - Sample Contract City of Fresno Printed on 6/2/2023Page 2 of 2 powered by Legistar™ GSD-B Informal Bid RC – Product (03-2023) - 1 - PRODUCT REQUIREMENTS CONTRACT THIS CONTRACT is made and entered into by and between the CITY OF FRESNO, a California municipal corporation (City), and [Contractors Name], [Legal Identity] (Contractor), as follows: 1. CONTRACT DOCUMENTS. The "Notice Inviting Bids," "Instructions to Bidders," "Bid Proposal," and the "Specifications" including "General Conditions", "Special Conditions" and "Technical Specifications" for the following: [Title] (Bid File No. [Number]) [Alternates (if any)] copies of which are annexed hereto, together with all the drawings, plans, and documents specifically referred to in said annexed documents, and are hereby incorporated into and made a part of this Contract, and shall be known as the Contract Documents. 2. PRICE. For the estimated monetary consideration of [WRITTEN $ AMOUNT] DOLLARS AND [WRITTEN CENTS AMOUNT] CENTS ($[Dollar Amount]), as set forth in the Bid Proposal, the Contractor promises and agrees to furnish or cause to be furnished, in a new and working condition, and to the satisfaction of the City, and in strict accordance with the Specifications, all of the items as set forth in the Contract Documents. 3. PAYMENT. The City accepts the Contractor's Bid Proposal as stated and agrees to pay the consideration stated, at the times, in the amounts, and under the conditions specified in the Contract Documents. The Contractor agrees to accept electronic payment from the City. 4. INDEMNIFICATION: To the furthest extent allowed by law, including California Civil Code section 2782 (if applicable), the Contractor shall indemnify, hold harmless and defend the City and each of its officers, officials, employees, agents, and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including, but not limited to personal injury, death at any time and property damage) incurred by the City, the Contractor or any other person, and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees, litigation expenses, and costs to enforce this agreement), arising or alleged to have arisen directly or indirectly out of performance of this Contract. The Contractor's obligations under the preceding sentence shall apply regardless of whether the City or any of its officers, officials, employees, agents, or volunteers are passively negligent, but shall not apply to any loss, liability, fines, penalties, forfeitures, costs or damages caused by the active or sole negligence, or by the willful misconduct, of the City or any of its officers, officials, employees, agents, or volunteers. If the Contractor should subcontract all or any portion of the work to be performed under this Contract, the Contractor shall require each subcontractor to indemnify, hold harmless and defend the City and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Contract. GSD-B Informal Bid RC – Product (03-2023) - 2 - [Signatures follow on the next page.] GSD-B Informal Bid RC – Product (03-2023) - 3 - IN WITNESS WHEREOF, the parties have executed this Contract on the day and year here below written, of which the date of execution by the City shall be subsequent to that of the Contractor’s, and this Contract shall be binding and effective upon execution by both parties. CITY OF FRESNO, a California municipal corporation By: Melissa Perales, Purchasing Manager Finance Department Dated: APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Date Supv/Senior Deputy City Attorney ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy City address: City of Fresno Attention: [Name], [Title] [Street Address] Fresno, CA [Zip] [Contractor Name], [Legal Identity] By: Name: Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) Dated: By: Name: Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) Dated: City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-918 Agenda Date:6/8/2023 Agenda #: 1.-K. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:CHERYL BURNS, MPA, Senior Management Analyst Department of Public Utilities - Administration SUBJECT ***BILL B-15 - (Intro’d 5/25/2023)(For Adoption) - Repealing Section 6-516 of the Fresno Municipal Code and amending Section 6-501(ee) relating to transmission grid mains and associated reimbursements (Subject to Mayor’s Veto) RECOMMENDATION Staff recommends that City Council adopt an Ordinance repealing Section 6-516 of the Fresno Municipal Code and amending Section 6-501(ee) relating to Transmission Grid Main (TGM) reimbursements and the definition of transmission grid main. EXECUTIVE SUMMARY In 2017, the City Council adopted Ordinance 2017-19, which revised the Fresno Municipal Code (FMC) to provide for a citywide Water Capacity Fee (WCF). The City Council also adopted Resolution No. 2017-99 updating and setting the amount of the City’s water capacity fee. It has recently come to the City’s attention that there is an inconsistency between TGM reimbursements and WCF reimbursements provided in the FMC. The Department of Public Utilities (DPU) requests City Council approval of an Ordinance to amend portions of the FMC that address the process for reimbursing developers that construct Transmission Grid Mains (TGM). Upon approval of this item, developers will be able to submit invoices for full cost reimbursement, similar to other public works construction projects involving reimbursements. BACKGROUND In 2017, the City Council adopted Ordinance 2017-19, which revised the Fresno Municipal Code (FMC) to provide for a citywide Water Capacity Fee (WCF). The City Council also adopted Resolution No. 2017-99 updating and setting the amount of the City’s water capacity fee. It has recently come to the City’s attention that there is an inconsistency between TGM reimbursements and WCF reimbursements provided in the FMC. The TGM reimbursement costs City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 B-15/ ORD. 2023-019 MA/MK 6-0 TM ABSENT File #:ID 23-918 Agenda Date:6/8/2023 Agenda #: 1.-K. reimbursements and WCF reimbursements provided in the FMC.The TGM reimbursement costs provided in FMC Section 6-516 and as set forth in the Master Fee Schedule (MFS)are set at a specific dollar amount per linear foot.As construction costs have increased over time,the specified reimbursement amount no longer covers the entire cost of TGM construction in today’s marketplace. However,FMC Section 6-513(e)(3),related to WCF reimbursements,provides that where a developer is required to construct a water supply facility:“The developer shall be reimbursed based on the full,audited,and approved cost of the water supply facility less the Water Capacity Fees due for the development.” To rectify the inconsistency,FMC Section 6-516 must be repealed.This would then place the reimbursements for TGMs within the reimbursement framework set forth in FMC Sections 6-513(e) and (f).Developers will then be able to submit invoices for full cost reimbursement,similar to other public works construction projects involving reimbursements.To that end,the Department of Public Utilities (DPU)requests City Council approval of an Ordinance to amend portions of the FMC that address the process for reimbursing developers that construct Transmission Grid Mains (TGM). Further, staff proposes modifying the definition of transmission grid main in FMC Section 6-501(ee) to address the updated sizing standard for transmission grid mains. Currently, the FMC identifies mains 10 inches in diameter or larger as TGMs. However, current City standards no longer identify 10-inch mains as TGMs and mains of that size are rarely installed. The current standard for transmission grid mains is 14-inches in diameter and larger. The above proposed amendments to the FMC adopted by this Ordinance do not increase,alter, modify,amend,or extend the City’s previously adopted water capacity fees.Therefore,this Ordinance is not subject to the requirements of Government Code Section 66013. On May 25,2023,Council adopted an amendment to the Master Fee Schedule (Resolution No.2023 -151)to remove certain fees related to the construction of transmission grid mains.Specifically, Resolution 2023-151 deleted the per linear foot transmission grid main reimbursement rates and the trench surfacing credits for transmission grid main installations.In conjunction with the proposed changes to the FMC,these deletions will allow for developers to be reimbursed for transmission grid main installations based on the “full,audited and approved cost of the water supply facility less the Water Capacity Fees due for the development.” ENVIRONMENTAL FINDINGS By definition provided in the California Environmental Quality Act (CEQA)Guidelines Section 15378, this item is not a project.On May 25,2023,Council adopted Resolution No.2023-150 finding that the proposed action to amend portions of the FMC that address the process for reimbursing developers that construct TGMs is not an “approval”of a “project,”nor does it constitute an “approval” of any expansion project or any other specific project. LOCAL PREFERENCE Local preference was not implemented as this item does not involve the bid or award of a construction or services contract. City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-918 Agenda Date:6/8/2023 Agenda #: 1.-K. FISCAL IMPACT There is no impact to the General Fund.There is also no impact to the Water Enterprise Fund,as the existing Water Capacity Fee fund contains the collected revenues,with fifty percent of the revenues allocated for developer reimbursement for water facilities construction,to be processed in accordance with FMC Section 6-513(f). Attachment: Ordinance City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ 1 of 4 Date Adopted: Date Approved Effective Date: City Attorney Approval: ________ Ordinance No. BILL NO. ORDINANCE NO. AN ORDINANCE OF THE CITY OF FRESNO, CALIFORNIA, REPEALING SECTION 6-516 OF THE FRESNO MUNICIPAL CODE AND AMENDING SECTION 6-501(ee), RELATING TO TRANSMISSION GRID MAINS AND ASSOCIATED REIMBURSEMENTS WHEREAS, in 2017, the City Council adopted Ordinance 2017-19, which revised the Fresno Municipal Code to provide for a citywide water capacity fee. The City Council also adopted Resolution No. 2017-99 updating and setting the amount of the City’s water capacity fee; and WHEREAS, the City intends to amend portions of the Fresno Municipal Code that address the process for reimbursing developers that construct transmission grid mains; and WHEREAS, the amendments to the Fresno Municipal Code, adopted by this Ordinance, are not intended to increase, alter, modify, amend, or extend the City’s previously adopted water capacity fees; and WHEREAS, the City Council has determined that since the amendments to the Fresno Municipal Code, adopted by this Ordinance, do not increase, alter, modify, amend, or extend the City’s previously adopted water capacity fees, this Ordinance is not subject to the requirements of Government Code section 66013. THE COUNCIL OF THE CITY OF FRESNO DOES ORDAIN AS FOLLOWS: 2 of 4 SECTION 1. The above recitals are true and correct, are material to the adoption of this ordinance, and are incorporated herein by reference. SECTION 2. Subsection (ee) of Section 6-501 the Fresno Municipal Code is amended to read: SECTION 6-501 DEFINITIONS. (ee) "Transmission grid main" means a portion of a network of large (ten-inch diameter or larger) [(14 inch diameter or larger)] water mains lying generally at one-half mile intervals, which in the judgment of the Director serves primarily to transmit water from supply wells [and surface water treatment facilities] to the distribution system of mains which supply water to individual properties, or which serves to interconnect the supply wells. Service connections may be made to transmission grid mains but all water mains ten inches [fourteen inches] in diameter or larger are not necessarily transmission grid mains. The Director shall maintain in his office a map of the transmission grid main network, which shall be revised from time to time to show necessary additions to and deletions from the network. SECTION 3. Section 6-516 of the Fresno Municipal Code is repealed. SECTION 4. Severability. If any section, subsection, sentence, clause, phrase, or portion of this amended ordinance is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this amended ordinance. The City Council hereby declares 3 of 4 that it would have adopted this amended ordinance and each section, subsection, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, or portions thereof may be declared invalid or unconstitutional. Additionally, the City Council intends to preserve all applicable defenses to any challenge to any portions of the underlying ordinance or any amendment to the same where the applicable statute of limitations to challenge the ordinance has expired. The City Council further expresses its intent to preserve all applicable defenses to the ordinance based on the Court of Appeal having previously upheld the validity of the ordinance and the amendments thereto in Granville Homes, Inc. v. City of Fresno, Fifth Appellate District Court of Appeal, case number F077870. The City Council also does not intend to waive any legal defenses based on the adoption of the underlying ordinance and the City Council’s amendments to its municipal code in 2017 to replace prior ordinance provisions with a new citywide water capacity fee program. The City Council hereby expresses its intent for the underlying ordinance and all amendments to the same that were previously adopted by the City Council to remain in effect should any portion of the ordinance or amendment to the ordinance be held to be invalid by a court. SECTION 5. The City Council has reviewed this matter under the California Environmental Quality Act (CEQA) and determined that this item is not a project, nor is it an approval of any expansion project or any other project. The City Council has adopted Resolution No. 2023-____ making findings concerning the same. SECTION 6. This ordinance shall become effective and in full force and effect at 12:01 a.m. on the thirty-first day after its final passage. 4 of 4 * * * * * * * * * * * * * * STATE OF CALIFORNIA ) COUNTY OF FRESNO ) ss. CITY OF FRESNO ) I, TODD STERMER, City Clerk of the City of Fresno, certify that the foregoing ordinance was adopted by the Council of the City of Fresno, at a regular meeting held on the day of 2023. AYES : NOES : ABSENT : ABSTAIN : Mayor Approval: , 2023 Mayor Approval/No Return: , 2023 Mayor Veto: , 2023 Council Override Vote: , 2023 TODD STERMER, CMC City Clerk By: Deputy Date APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Jennifer M. Quintanilla Date Senior Deputy City Attorney City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-891 Agenda Date:6/8/2023 Agenda #: 1.-L. REPORT TO THE CITY COUNCIL FROM:BROCK D. BUCHE, PE, PLS, Director Department of Public Utilities BY:JESUS A. GONZALEZ, PE, Assistant Director Department of Public Utilities - Utilities Planning & Engineering PATRICIA DIEP, Supervising Engineering Technician Department of Public Utilities - Utilities Planning & Engineering SUBJECT Actions pertaining to the North Fresno Wastewater Reclamation Facility (Council District 6): 1. Adopt a finding of Statutory Exemption pursuant to CEQA Guidelines Section 15262 and a “common sense” exemption under CEQA Guidelines Section 15061(b)(3). 2. Award a consultant services agreement to Carollo Engineers, Inc., a Delaware corporation, in the amount not to exceed $148,638, inclusive of a $15,000 contingency, to conduct a feasibility study for the expansion of the North Fresno Wastewater Reclamation Facility (Council District 6). RECOMMENDATION Staff recommends the City Council award a consultant services agreement to Carollo Engineers, Inc., in the amount not to exceed $148,638, inclusive of a $15,000 contingency, to conduct a feasibility study for the expansion of the North Fresno Wastewater Reclamation Facility (Project); and authorize the Director of Public Utilities, or designee, to sign on behalf of the City of Fresno (City). EXECUTIVE SUMMARY The Department of Public Utilities (DPU) is seeking to award a consultant services agreement to Carollo Engineers, Inc. for the Project. The feasibility study will forecast sewer flows to the facility to best predict when the expansion is required, as well as investigate design alternatives to best determine the appropriate mode of expansion. The feasibility study will make no physical changes to the environment. BACKGROUND DPU-Wastewater Management Division (WMD) operates and maintains the North Fresno Wastewater Reclamation Facility (Facility). The Facility currently treats an average of 0.34 MGD of wastewater to a recycled water standard, which is thereafter distributed to nearby recycled water users for beneficial use. City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 REMOVED FROM AGENDA & TABLED TO JUNE 15, 2023 NEW FILE ID 23-945 File #:ID 23-891 Agenda Date:6/8/2023 Agenda #: 1.-L. WMD recognizes future growth needs of north Fresno and improved operations of the Facility and is looking to hire an engineering consultant firm to assess the Facility when the expansion is required. The assessment should include performing a hydraulic analysis of the service area,condition assessment of the current treatment processes and unit conditions to determine the efficacy of the Facility as currently built and its useful life extending into the future,and investigate design alternatives to best determine the appropriate mode of expansion. In accordance with Fresno Municipal Code Chapter 4,Article 1,and Administrative Order 6-19 (AO 6-19),DPU conducted a competitive process to select a consultant to provide services for the Project.A Request for Qualifications was published in the Business Journal and posted on the City’s Planet Bids on March 15,2023.The City received one qualification package from prospective consultants on April 11,2023.On April 25,2023,the selection committee members met to review and evaluate the qualifications.As allowed for in AO 6-19,the Request for Qualifications was structured for the consultant to provide detailed information regarding experience of the firm and team members,along with other project related concerns,to perform the confined space entry program and training for WMD staff.Upon review of the qualifications for meeting the various criteria and analysis of the proposed fee,Carollo was ultimately selected as the firm providing the best value on the services based on the totality of the evaluation. A standardized Consultant Services Agreement has been approved as to form by the City Attorney’s Office accordance with Administrative Order 4-4 and the consultant’s Certificates of Insurance have been approved by the City’s Risk Management Division.Upon approval by the City Council,the agreement will be executed by the Director of Public Utilities, or his designee. ENVIRONMENTAL FINDINGS The award of this consultant services agreement for a feasibility study is statutorily exempt from a CEQA review pursuant to the California Environmental Quality Act (CEQA)Guidelines Section 15262.Additionally,because there is no possibility of a significant effect on the environment from this study,the study qualifies for a “common sense”exemption under CEQA Guidelines Section 15061(b) (3).Should a project be pursued in the future based on the findings of the feasibility study,a CEQA review will be required at that time. LOCAL PREFERENCE Local preference was implemented,Carollo Engineers,Inc.is a local business as defined by the Fresno Municipal Code. FISCAL IMPACT There is no impact to the General Fund.This Project is located in Council District 6.This Project is identified in the Wastewater Management Division’s five-year Capital Improvement Plan.Funds for the Project are budgeted in the Fiscal Year 2023 Sewer Enterprise Fund 40501. Attachment: City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-891 Agenda Date:6/8/2023 Agenda #: 1.-L. Attachment 1 - Consultant Services Agreement City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -1- AGREEMENT CITY OF FRESNO, CALIFORNIA CONSULTANT SERVICES This Agreement (Agreement) is made and entered into effective ________________________, by and between the CITY OF FRESNO, a California municipal corporation (City), and CAROLLO ENGINEERS, INC., a Delaware corporation (Consultant). RECITALS WHEREAS, the City desires to obtain professional consulting engineering services for the North Fresno Wastewater Reclamation Facility Expansion Feasibility Study (Project); and WHEREAS, the Consultant is engaged in the business of furnishing services as a Professional Consultant Engineer and hereby represents that it desires to and is professionally and legally capable of performing the services called for by this Agreement; and WHEREAS, the Consultant acknowledges that this Agreement is subject to the requirements of Fresno Municipal Code Section 4-107 and Administrative Order No. 619; and WHEREAS, this Agreement will be administered for the City by its Director of Public Utilities (Director) or designee. AGREEMENT NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, and promises hereinafter contained to be kept and performed by the respective parties, it is mutually agreed as follows: 1. Scope of Services. The Consultant shall perform to the satisfaction of the City the services described in Exhibit A, including all work incidental to, or necessary to perform, such services even though not specifically described in Exhibit A. 2. Term of Agreement and Time for Performance. This Agreement shall be effective from the date first set forth above and shall continue in full force and effect through the earlier of complete rendition of the services hereunder or December 31, 2024, subject to any earlier termination in accordance with this Agreement. The services of the Consultant as described in Exhibit A are to commence upon the City’s issuance of a written “Notice to Proceed.” Work shall be undertaken and completed in a sequence assuring expeditious completion, but in any event, all such services shall be completed within 550 consecutive calendar days from such authorization to proceed. 3. Compensation. (a) The Consultant’s sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement shall be a total fee not to exceed One Hundred Sixty-One Thousand and Thirty-Four Dollars ($161,034), paid on a time and materials basis in accordance with the schedule of fees contained in Exhibit A, and a contingency amount not to exceed Fifteen Thousand Dollars ($15,000) for any additional work rendered pursuant to Subsection (c) below and authorized in writing by DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -2- the Director. (b) Detailed statements shall be rendered monthly and will be payable in the normal course of City business. The City shall not be obligated to reimburse any expense for which it has not received a detailed invoice with applicable copies of representative and identifiable receipts or records substantiating such expense. (c) The parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification shall include an adjustment to the Consultant’s compensation. Any change in the scope of services must be made by written amendment to the Agreement signed by an authorized representative for each party. The Consultant shall not be entitled to any additional compensation if services are performed prior to a signed written amendment. 4. Termination, Remedies, and Force Majeure. (a) This Agreement shall terminate without any liability of the City to the Consultant upon the earlier of: (i) the Consultant’s filing for protection under the federal bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party against the Consultant; (ii) seven calendar days prior written notice with or without cause by the City to the Consultant; (iii) the City’s non-appropriation of funds sufficient to meet its obligations hereunder during any City fiscal year of this Agreement, or insufficient funding for the Project; or (iv) expiration of this Agreement. (b) Immediately upon any termination or expiration of this Agreement, the Consultant shall (i) immediately stop all work hereunder; (ii) immediately cause any and all of its subcontractors to cease work; and (iii) return to the City any and all unearned payments and all properties and materials in the possession of the Consultant that are owned by the City. Subject to the terms of this Agreement, the Consultant shall be paid compensation for services satisfactorily performed prior to the effective date of termination. The Consultant shall not be paid for any work or services performed or costs incurred which reasonably could have been avoided. (c) In the event of termination due to failure of the Consultant to satisfactorily perform in accordance with the terms of this Agreement, the City may withhold an amount that would otherwise be payable as an offset to, but not in excess of, the City’s damages caused by such failure. In no event shall any payment by the City pursuant to this Agreement constitute a waiver by the City of any breach of this Agreement which may then exist on the part of the Consultant, nor shall such payment impair or prejudice any remedy available to the City with respect to the breach. (d) Upon any breach of this Agreement by the Consultant, the City may (i) exercise any right, remedy (in contract, law or equity), or privilege which may be available to it under applicable laws of the State of California or any other applicable law; (ii) proceed by appropriate court action to enforce the terms of the Agreement; and/or (iii) recover all direct, indirect, consequential, economic and incidental damages for the breach of the Agreement. If it is determined that the City improperly terminated this Agreement for default, such termination shall be deemed a termination for convenience. (e) The Consultant shall provide the City with adequate written assurances of future performance, upon Director’s request, in the event the Consultant DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -3- fails to comply with any terms or conditions of this Agreement. (f) The Consultant shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of the Consultant and without its fault or negligence such as, acts of God or the public enemy, acts of the City in its contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. The Consultant shall notify Director in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, and shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to Director of the cessation of such occurrence. 5. Confidential Information, Ownership of Documents and Copyright License. (a) Any reports, information, or other data prepared or assembled by the Consultant pursuant to this Agreement shall not be made available to any individual or organization by the Consultant without the prior written approval of the City. During the term of this Agreement, and thereafter, the Consultant shall not, without the prior written consent of the City, disclose to anyone any Confidential Information. The term Confidential Information for the purposes of this Agreement shall include all proprietary and confidential information of the City, including but not limited to business plans, marketing plans, financial information, designs, drawings, specifications, materials, compilations, documents, instruments, models, source or object codes and other information disclosed or submitted, orally, in writing, or by any other medium or media. All Confidential Information shall be and remain confidential and proprietary in the City. (b) Any and all original sketches, pencil tracings of working drawings, plans, computations, specifications, computer disk files, writings and other documents prepared or provided by the Consultant pursuant to this Agreement are the property of the City at the time of preparation and shall be turned over to the City upon expiration or termination of the Agreement or default by the Consultant. The Consultant grants the City a copyright license to use such drawings and writings. The Consultant shall not permit the reproduction or use thereof by any other person except as otherwise expressly provided herein. The City may modify the design including any drawings or writings. Any use by the City of the aforesaid sketches, tracings, plans, computations, specifications, computer disk files, writings and other documents in completed form as to other projects or extensions of this Project, or in uncompleted form, without specific written verification by the Consultant will be at the City’s sole risk and without liability or legal exposure to the Consultant. The Consultant may keep a copy of all drawings and specifications for its sole and exclusive use. (c) If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall cause each subcontractor to also comply with the requirements of this Section 5. (d) This Section 5 shall survive expiration or termination of this Agreement. 6. Professional Skill. It is further mutually understood and agreed by and between the parties hereto that inasmuch as the Consultant represents to the City that the Consultant and its subcontractors, if any, are skilled in the profession and shall DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -4- perform in accordance with the standards of said profession necessary to perform the services agreed to be done by it under this Agreement, the City relies upon the skill of the Consultant and any subcontractors to do and perform such services in a skillful manner and the Consultant agrees to thus perform the services and require the same of any subcontractors. Therefore, any acceptance of such services by the City shall not operate as a release of the Consultant or any subcontractors from said professional standards. 7. Indemnification. To the furthest extent allowed by law including California Civil Code section 2782.8, the Consultant shall indemnify, hold harmless and defend the City and each of its officers, officials, employees, agents, and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage), and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees, litigation expenses, and costs to enforce this agreement) that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of the Consultant, its principals, officers, employees, agents, or volunteers in the performance of this Agreement. If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall require each subcontractor to indemnify, hold harmless and defend the City and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Agreement. 8. Insurance. (a) Throughout the life of this Agreement, the Consultant shall pay for and maintain in full force and effect all insurance as required in Exhibit B, which is incorporated into and part of this Agreement, with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide, or (ii) as may be authorized in writing by the City’s Risk Manager or designee at any time and in its sole discretion. The required policies of insurance as stated in Exhibit B shall maintain limits of liability of not less than those amounts stated therein. However, the insurance limits available to the City, its officers, officials, employees, agents, and volunteers as additional insureds, shall be the greater of the minimum limits specified therein or the full limit of any insurance proceeds to the named insured. (b) If at any time during the life of the Agreement or any extension, the Consultant or any of its subcontractors/sub-consultants fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately, and all payments due or that become due to the Consultant shall be withheld until notice is received by the City that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to the City. Any failure to maintain the required insurance shall be sufficient cause for the City to terminate this Agreement. No action taken by the City pursuant to this section shall in any way relieve the Consultant of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by the City that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -5- insolvent. (c) The fact that insurance is obtained by the Consultant shall not be deemed to release or diminish the liability of the Consultant, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify the City shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by the Consultant. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of the Consultant, its principals, officers, agents, employees, persons under the supervision of the Consultant, vendors, suppliers, invitees, consultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them. (d) If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall require each subcontractor/sub-consultant to provide insurance protection, as an additional insured, to the City and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of this section, except that any required certificates and applicable endorsements shall be on file with the Consultant and the City prior to the commencement of any services by the subcontractor. The Consultant and any subcontractor/sub-consultant shall establish additional insured status for the City, its officers, officials, employees, agents, and volunteers by using Insurance Service Office (ISO) Form CG 20 10 11 85 or both CG 20 10 04 13 and CG 20 37 04 13 or by an executed manuscript company endorsement providing additional insured status as broad as that contained in ISO Form CG 20 10 11 85. 9. Conflict of Interest and Non-Solicitation. (a) Prior to the City’s execution of this Agreement, the Consultant shall complete a City of Fresno conflict of interest disclosure statement in the form as set forth in Exhibit C. During the term of this Agreement, the Consultant shall have the obligation and duty to immediately notify the City in writing of any change to the information provided by the Consultant in such statement. (b) The Consultant shall comply, and require its subcontractors to comply, with all applicable (i) professional canons and requirements governing avoidance of impermissible client conflicts; and (ii) federal, state and local conflict of interest laws and regulations including, without limitation, California Government Code Section 1090 et. seq., the California Political Reform Act (California Government Code Section 87100 et. seq.), the regulations of the Fair Political Practices Commission concerning disclosure and disqualification (2 California Code of Regulations Section 18700 et. seq.) and Section 4-112 of the Fresno Municipal Code (Ineligibility to Compete). At any time, upon written request of the City, the Consultant shall provide a written opinion of its legal counsel and that of any subcontractor that, after a due diligent inquiry, the Consultant and the respective subcontractor(s) are in full compliance with all laws and regulations. The Consultant shall take, and require its subcontractors to take, reasonable steps to avoid any appearance of a conflict of interest. Upon discovery of any facts giving rise to the appearance of a conflict of interest, the Consultant shall immediately notify the City of these facts in writing. (c) In performing the work or services to be provided hereunder, the DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -6- Consultant shall not employ or retain the services of any person while such person either is employed by the City or is a member of any City council, commission, board, committee, or similar City body. This requirement may be waived in writing by the City Manager, if no actual or potential conflict is involved. (d) The Consultant represents and warrants that it has not paid or agreed to pay any compensation, contingent or otherwise, direct or indirect, to solicit or procure this Agreement or any rights/benefits hereunder. (e) Neither the Consultant, nor any of the Consultant’s subcontractors performing any services on this Project, shall bid for, assist anyone in the preparation of a bid for, or perform any services pursuant to, any other contract in connection with this Project. The Consultant and any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third party in connection with this Project unless such interest is in accordance with all applicable law and fully disclosed to and approved by the City Manager, in advance and in writing. (f) If the Consultant should subcontract all or any portion of the work to be performed or services to be provided under this Agreement, the Consultant shall include the provisions of this Section 9 in each subcontract and require its subcontractors to comply therewith. (g) This Section 9 shall survive expiration or termination of this Agreement. 10. Recycling Program. In the event the Consultant maintains an office or operates a facility(ies), or is required herein to maintain or operate same, within the incorporated limits of the City of Fresno, the Consultant at its sole cost and expense shall: (a) Immediately establish and maintain a viable and ongoing recycling program, approved by the City’s Solid Waste Management Division, for each office and facility. Literature describing the City recycling programs is available from the City’s Solid Waste Management Division and by calling the City of Fresno Recycling Hotline at (559) 621-1111. (b) Immediately contact the City’s Solid Waste Management Division at (559) 621-1452 and schedule a free waste audit, and cooperate with such Division in their conduct of the audit for each office and facility. (c) Cooperate with and demonstrate to the satisfaction of the City’s Solid Waste Management Division the establishment of the recycling program in paragraph (a) above and the ongoing maintenance thereof. 11. General Terms. (a) Except as otherwise provided by law, all notices expressly required of the City within the body of this Agreement, and not otherwise specifically provided for, shall be effective only if signed by the Director or designee. (b) Records of the Consultant’s expenses pertaining to the Project shall be kept on a generally recognized accounting basis and shall be available to the City or its authorized representatives upon request during regular business hours throughout the life of this Agreement and for a period of three years after final payment or, if longer, for any period required by law. In addition, all books, documents, papers, and records of the DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -7- Consultant pertaining to the Project shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for the same period of time. If any litigation, claim, negotiations, audit or other action is commenced before the expiration of said time period, all records shall be retained and made available to the City until such action is resolved, or until the end of said time period whichever shall later occur. If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall cause each subcontractor to also comply with the requirements of this paragraph. This Section 11(b) shall survive expiration or termination of this Agreement. (c) Prior to execution of this Agreement by the City, the Consultant shall have provided evidence to the City that the Consultant is licensed to perform the services called for by this Agreement (or that no license is required). If the Consultant should subcontract all or any portion of the work or services to be performed under this Agreement, the Consultant shall require each subcontractor to provide evidence to the City that subcontractor is licensed to perform the services called for by this Agreement (or that no license is required) before beginning work. 12. Nondiscrimination. To the extent required by controlling federal, state and local law, the Consultant shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, the Consultant agrees as follows: (a) The Consultant will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement. (b) The Consultant will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. The Consultant shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to the Consultant’s employment practices including, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause. (c) The Consultant will, in all solicitations or advertisements for DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -8- employees placed by or on behalf of the Consultant in pursuit hereof, state that all qualified applicants will receive consideration for employment without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. (d) The Consultant will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice advising such labor union or workers' representatives of the Consultant’s commitment under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (e) If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall cause each subcontractor to also comply with the requirements of this Section 12. 13. Independent Contractor. (a) In the furnishing of the services provided for herein, the Consultant is acting solely as an independent contractor. Neither the Consultant, nor any of its officers, agents, or employees shall be deemed an officer, agent, employee, joint venturer, partner, or associate of the City for any purpose. The City shall have no right to control or supervise or direct the manner or method by which the Consultant shall perform its work and functions. However, the City shall retain the right to administer this Agreement so as to verify that the Consultant is performing its obligations in accordance with the terms and conditions thereof. (b) This Agreement does not evidence a partnership or joint venture between the Consultant and the City. The Consultant shall have no authority to bind the City absent the City’s express written consent. Except to the extent otherwise provided in this Agreement, the Consultant shall bear its own costs and expenses in pursuit thereof. (c) Because of its status as an independent contractor, the Consultant and its officers, agents, and employees shall have absolutely no right to employment rights and benefits available to City employees. The Consultant shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, welfare and retirement benefits. In addition, together with its other obligations under this Agreement, the Consultant shall be solely responsible, indemnify, defend and save the City harmless from all matters relating to employment and tax withholding for and payment of the Consultant’s employees, including, without limitation, (i) compliance with Social Security and unemployment insurance withholding, payment of workers’ compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payment; and (ii) any claim of right or interest in the City employment benefits, entitlements, programs and/or funds offered employees of the City whether arising by reason of any common law, de facto, leased, or co-employee rights or other theory. It is acknowledged that during the term of this Agreement, the Consultant may be providing services to others unrelated to the City or to this Agreement. 14. Notices. Any notice required or intended to be given to either party under the terms of this Agreement shall be in writing and shall be deemed to be duly given if DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -9- delivered personally, transmitted by facsimile followed by telephone confirmation of receipt, or sent by United States registered or certified mail, with postage prepaid, return receipt requested, addressed to the party to which notice is to be given at the party's address set forth on the signature page of this Agreement or at such other address as the parties may from time to time designate by written notice. Notices served by United States mail in the manner above described shall be deemed sufficiently served or given at the time of the mailing thereof. 15. Binding. Subject to Section 16, below, once this Agreement is signed by all parties, it shall be binding upon, and shall inure to the benefit of, all parties, and each parties' respective heirs, successors, assigns, transferees, agents, servants, employees, and representatives. 16. Assignment. (a) This Agreement is personal to the Consultant and there shall be no assignment by the Consultant of its rights or obligations under this Agreement without the prior written approval of the City Manager or designee. Any attempted assignment by the Consultant, its successors or assigns, shall be null and void unless approved in writing by the City Manager or designee. (b) The Consultant hereby agrees not to assign the payment of any monies due the Consultant from the City under the terms of this Agreement to any other individual(s), corporation(s) or entity(ies). The City retains the right to pay any and all monies due the Consultant directly to the Consultant. 17. Compliance With Law. In providing the services required under this Agreement, the Consultant shall at all times comply with all applicable laws of the United States, the State of California and the City, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Agreement. 18. Waiver. The waiver by either party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all parties to this Agreement. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein. 19. Governing Law and Venue. This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and duties hereunder shall be Fresno County, California. 20. Headings. The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Agreement. 21. Severability. The provisions of this Agreement are severable. The invalidity, or unenforceability of any one provision in this Agreement shall not affect the other provisions. DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -10- 22. Interpretation. The parties acknowledge that this Agreement in its final form is the result of the combined efforts of the parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Agreement in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning. 23. Attorney's Fees. If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorney's fees and legal expenses. 24. Exhibits. Each exhibit and attachment referenced in this Agreement is, by the reference, incorporated into and made a part of this Agreement. 25. Precedence of Documents. In the event of any conflict between the body of this Agreement and any exhibit or attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and conditions expressed within the exhibit or attachment. Furthermore, any terms or conditions contained within any exhibit or attachment hereto which purport to modify the allocation of risk between the parties, provided for within the body of this Agreement, shall be null and void. 26. Cumulative Remedies. No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity. 27. No Third Party Beneficiaries. The rights, interests, duties and obligations defined within this Agreement are intended for the specific parties hereto as identified in the preamble of this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties. 28. Extent of Agreement. Each party acknowledges that they have read and fully understand the contents of this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both the City and the Consultant. 29. The City Manager, or designee, is hereby authorized and directed to execute and implement this Agreement. The previous sentence is not intended to delegate any authority to the City Manager to administer the Agreement, any delegation of authority must be expressly included in the Agreement. [Signatures follow on the next page.] DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -11- IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno, California, the day and year first above written. CITY OF FRESNO, a California municipal corporation By: Brock D. Buche, PE, PLS, Director of Public Utilities ATTEST: TODD STERMER, CMC City Clerk By: Deputy No signature of City Attorney required. Standard Document #DPU-S Eng. CSA, Short Form T&M - Contingency (01-2023) has been used without modification, as certified by the undersigned. By: Patricia Diep Supervising Engineering Technician Department of Public Utilities REVIEWED BY: Jesus A Gonzalez, PE, Assistant Director Department of Public Utilities Addresses: CITY: City of Fresno Attention: Patricia Diep, Supervising Engineering Technician 1626 E Street Fresno, CA 93706 Phone: (559) 621-1609 Facsimile (559) E-mail: Patricia.diep@fresno.gov Carollo Engineers, Inc., a Delaware Corporation By: Name: Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By: Name: Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) Any Applicable Professional License: Number: Name: Date of Issuance: CONSULTANT: Carollo Engineers, Inc. Attention: Paul Amico, Vice President 1401 Fulton Street, Suite 802 Fresno, CA 93721 Phone: (559) 436-6616 Facsimile” (559) 436-1191 E-mail pamico@carollo.com DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C January 23, 2003 Paul Amico C64648 Paul Amico Vice President Secretary Michael Barnes DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) -12- Attachments: 1. Exhibit A - Scope of Services 2. Exhibit B - Insurance Requirements 3. Exhibit C - Conflict of Interest Disclosure Form DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) Page 1 of 3 EXHIBIT A SCOPE OF SERVICES Consultant Service Agreement between City of Fresno (City) and Carollo Engineers, Inc. (Consultant) North Fresno Wastewater Reclamation Facility Expansion Feasibility Study PART 1: Project Management 1.1: Project Management • Project Manager will manage the project as necessary to support project tasks and oversee project schedule, budget, and scope. • Prepare detailed monthly billing and status reports, which will be delivered electronically. 1.2: Meetings • Consultant will conduct a kickoff meeting with the City project team to discuss project objectives, scope of services, approach, schedule coordination procedures, and available data. • The kickoff meeting will be held in person. Attendees will include the PM and PE. Other key discipline leads may attend remotely. • Recurring meetings with the City will be held monthly for a project duration of 8 months. Attendees will include the PM, PE, and key discipline leads as appropriate. • Consultant will prepare meeting agendas and minutes and distribute electronically. 1.3: Stakeholder Coordination • Consultant will coordinate with agencies and stakeholders that may influence the growth scenarios or the effluent disposal evaluation. One coordination is included for each stakeholder of the effluent use options. This does not include a larger public outreach campaign. PART 2: Collection System Modeling • Consultant will determine when the flow projections for each growth scenario exceed the capacity of the downstream sewer. • The three proposed options to evaluate are development just north of Copper Avenue, North of Copper Avenue and a portion that is tied into the facility just South of Copper Avenue, and lastly North and South of Copper Avenue with mixed use included North of Copper Avenue. • The most recent calibrated sewer system hydraulic model will be provided by the City. • The hydraulic modeling and flow projections analysis will be summarized in a chapter, which will be delivered electronically. DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) Page 2 of 3 PART 3: Condition Assessment • The City will make available to the project team all available reference documentation related to the facility. • An onsite investigation will be conducted by three members of the project team. Attendees include a structural engineer, key process engineer, and PE. Key City staff will be available to host the project team and engage in discussion. • Predict the useful life of key components within the facility based on the condition assessment and document review. • The condition assessment findings and recommendations will be summarized in a chapter, which will be delivered electronically. PART 4: Design Alternatives for Expansion • Based on initial findings from the sewer system hydraulic modeling and condition assessment, up to three treatment alternatives will be selected to be evaluated in detail. Evaluation will be conducted for the most conservative flow projection scenario. Evaluation will include life-cycle costs (capital and O&M) and non-financial evaluation, including treatment efficiency, ease of operation, and regulatory consideration. • Identify advantages and disadvantages and a qualitative cost comparison for each of the effluent discharge options listed below. • Expand existing golf course irrigation/storage • Tie-in Fresno Metropolitan Flood Control District storage ponds • Groundwater augmentation • Additional recycled water irrigation uses on City owned property within a 3-mile radius of the NFWRF (e.g Woodward Park) • Additional recycled water use/disposal at industrial sites within a 2-mile radius of NFWRF (e.g. Vulcan sand and gravel mine) • The treatment technology and effluent alternatives analysis will be summarized along with findings and recommendations into a chapter, which will be delivered electronically. PART 5: Final Feasibility Study • An executive summary and the sewer system hydraulic modeling, condition assessment, and alternative analysis chapters will be combined into a final feasibility study report. Up to three hard copies and a PDF of the final deliverable will be provided to the City. • Consultant will compile City comments and document responses in a comment log. prior to addressing and incorporating comments into the Final Deliverable. • A review workshop will be conducted to discuss comments and gather City staff input. The review workshop will be held remotely and includes up to four members of the project team to be in attendance. Attendees will include the PM, PE, and key discipline leads. DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) Page 3 of 3 SCHEDULE OF FEES Engineers/Scientists Hourly Rate Assistant Professional $200.00 Professional $251.00 Project Professional $296.00 Lead Project Professional $314.00 Senior Professional $339.00 Technicians Technicians $150.00 Senior Technicians $218.00 Support Staff Document Processing / Clerical $127.00 Project Equipment Communication Expense $14.00 (PECE) Per DL Hour Other Direct Expenses Travel and Sustenance at cost Mileage at IRS Reimbursement Rate $.655 per mile Effective January 1, 2023 Subconsultant cost + 10% Other Direct Cost cost + 10% Expert Witness Rate x 2.0 This fee schedule is subject to annual revisions due to labor adjustments. Actual increase will be negotiated with the City and will not exceed 6%. DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) Page 1 of 4 EXHIBIT B INSURANCE REQUIREMENTS Consultant Service Agreement between City of Fresno (City) and Carollo Engineers, Inc. (Consultant) Feasibility Study for the Expansion of the North Fresno Wastewater Reclamation Facility MINIMUM SCOPE OF INSURANCE Coverage shall be at least as broad as: 1. The most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01, providing liability coverage arising out of your business operations. The Commercial General Liability policy shall be written on an occurrence form and shall provide coverage for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non- owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Agreement) with limits of liability not less than those set forth under “Minimum Limits of Insurance.” 2. The most current version of Commercial Auto Coverage Form CA 00 01, providing liability coverage arising out of the ownership, maintenance or use of automobiles in the course of your business operations. The Automobile Policy shall be written on an occurrence form and shall provide coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1- Any Auto). 3. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. 4. Professional Liability (Errors and Omissions) insurance appropriate to the Consultant’s profession. MINIMUM LIMITS OF INSURANCE The Consultant, or any party the Consultant subcontracts with, shall maintain limits of liability of not less than those set forth below. However, insurance limits available to the City, its officers, officials, employees, agents, and volunteers as additional insureds, shall be the greater of the minimum limits specified herein or the full limit of any insurance proceeds available to the named insured: 1. COMMERCIAL GENERAL LIABILITY: (i) $1,000,000 per occurrence for bodily injury and property damage; (ii) $1,000,000 per occurrence for personal and advertising injury; (iii) $2,000,000 aggregate for products and completed operations; and, (iv) $2,000,000 general aggregate applying separately to the work performed under the Agreement. DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) Page 2 of 4 2. COMMERCIAL AUTOMOBILE LIABILITY: $1,000,000 per accident for bodily injury and property damage. 3. WORKERS’ COMPENSATION INSURANCE as required by the State of California with statutory limits. 4. EMPLOYER’S LIABILITY: (i) $1,000,000 each accident for bodily injury; (ii) $1,000,000 disease each employee; and, (iii) $1,000,000 disease policy limit. 5. PROFESSIONAL LIABILITY (Errors and Omissions): (i) $1,000,000 per claim/occurrence; and, (ii) $2,000,000 policy aggregate. UMBRELLA OR EXCESS INSURANCE In the event the Consultant purchases an Umbrella or Excess insurance policy(ies) to meet the “Minimum Limits of Insurance,” this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella or Excess insurance policy(ies) shall also apply on a primary and non-contributory basis for the benefit of the City, its officers, officials, employees, agents, and volunteers. DEDUCTIBLES AND SELF-INSURED RETENTIONS The Consultant shall be responsible for payment of any deductibles contained in any insurance policy(ies) required herein and the Consultant shall also be responsible for payment of any self-insured retentions. Any deductibles or self-insured retentions must be declared to on the Certificate of Insurance, and approved by, the City’s Risk Manager or designee. At the option of the City’s Risk Manager or designee, either: (i) The insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees, agents, and volunteers; or (ii) The Consultant shall provide a financial guarantee, satisfactory to the City’s Risk Manager or designee, guaranteeing payment of losses and related investigations, claim administration and defense expenses. At no time shall the City be responsible for the payment of any deductibles or self-insured retentions. OTHER INSURANCE PROVISIONS/ENDORSEMENTS The General Liability and Automobile Liability insurance policies are to contain, or be endorsed to contain, the following provisions: 1. The City, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds. The Consultant shall establish additional insured status for the City and for all ongoing and completed operations under the Commercial General Liability policy by use of ISO Forms or an executed manuscript insurance company endorsement providing additional insured status. The Commercial General endorsements must be as broad DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) Page 3 of 4 as that contained in ISO Forms: GC 20 10 11 85 or both CG 20 10 & CG 20 37. 2. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, officials, employees, agents, and volunteers. Any available insurance proceeds in excess of the specified minimum limits and coverage shall be available to the Additional Insured. 3. For any claims relating to this Agreement, the Consultant’s insurance coverage shall be primary insurance with respect to the City, its officers, officials, employees, agents, and volunteers. Any insurance or self- insurance maintained by the City, its officers, officials, employees, agents, and volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. The Consultant shall establish primary and non- contributory status by using ISO Form CG 20 01 04 13 or by an executed manuscript insurance company endorsement that provides primary and non-contributory status as broad as that contained in ISO Form CG 20 01 04 13. The Workers’ Compensation insurance policy is to contain, or be endorsed to contain, the following provision: the Consultant and its insurer shall waive any right of subrogation against the City, its officers, officials, employees, agents, and volunteers. If the Professional Liability (Errors and Omissions) insurance policy is written on a claims- made form: 1. The retroactive date must be shown, and must be before the effective date of the Agreement or the commencement of work by the Consultant. 2. Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement work or termination of the Agreement, whichever occurs first, or, in the alternative, the policy shall be endorsed to provide not less than a five-year discovery period. 3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the effective date of the Agreement or the commencement of work by the Consultant, the Consultant must purchase “extended reporting” coverage for a minimum of five years completion of the Agreement work or termination of the Agreement, whichever occurs first. 4. A copy of the claims reporting requirements must be submitted to the City for review. 5. These requirements shall survive expiration or termination of the Agreement. All policies of insurance required herein shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after thirty calendar days’ written notice by certified mail, return receipt requested, has been given to the City. The Consultant is also responsible for providing written notice to the City under the same terms and conditions. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, the Consultant shall DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C DPU-S Eng. CSA, Short Form T&M – Contingency (01-2023) Page 4 of 4 furnish the City with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for the City, the Consultant shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than fifteen calendar days prior to the expiration date of the expiring policy. Should any of the required policies provide that the defense costs are paid within the Limits of Liability, thereby reducing the available limits by any defense costs, then the requirement for the Limits of Liability of these polices will be twice the above stated limits. The fact that insurance is obtained by the Consultant shall not be deemed to release or diminish the liability of the Consultant, including, without limitation, liability under the indemnity provisions of this Agreement. The policy limits do not act as a limitation upon the amount of indemnification to be provided by the Consultant. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of the Consultant, its principals, officers, agents, employees, persons under the supervision of the Consultant, vendors, suppliers, invitees, consultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of them. SUBCONTRACTORS - If the Consultant subcontracts any or all of the services to be performed under this Agreement, the Consultant shall require, at the discretion of the City’s Risk Manager or designee, subcontractor(s) to enter into a separate Side Agreement with the City to provide required indemnification and insurance protection. Any required Side Agreement(s) and associated insurance documents for the subcontractor must be reviewed and preapproved by the City Risk Manager or designee. If no Side Agreement is required, the Consultant will be solely responsible for ensuring that its subcontractors maintain insurance coverage at levels no less than those required by applicable law and is customary in the relevant industry. VERIFICATION OF COVERAGE The Consultant shall furnish the City with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received and approved by the City’s Risk Manager or its designee prior to the City’s execution of the Agreement and before work commences. All non-ISO endorsements amending policy coverage shall be executed by a licensed and authorized agent or broker. Upon request of the City, the Consultant shall immediately furnish the City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement. DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C EXHIBIT C DISCLOSURE OF CONFLICT OF INTEREST Feasibility Study for the Expansion of the North Fresno Wastewater Reclamation Facility YES* NO 1 Are you currently in litigation with the City of Fresno or any of its agents? 2 Do you represent any firm, organization, or person who is in litigation with the City of Fresno? 3 Do you currently represent or perform work for any clients who do business with the City of Fresno? 4 Are you or any of your principals, managers, or professionals, owners or investors in a business which does business with the City of Fresno, or in a business which is in litigation with the City of Fresno? 5 Are you or any of your principals, managers, or professionals, related by blood or marriage to any City of Fresno employee who has any significant role in the subject matter of this service? 6 Do you or any of your subcontractors have, or expect to have, any interest, direct or indirect, in any other contract in connection with this Project? * If the answer to any question is yes, please explain in full below. Explanation: Signature Date (Name) (Company) (Address) Additional page(s) attached. (City, State Zip) DocuSign Envelope ID: 2B41A2BD-3FDC-4537-BEEA-425C8C8AFE0C X X Carollo Engineers, Inc. X 1401 Fulton Street, Suite 802 Fresno, CA 93721 X 5/16/2023 X X 16 May 2023 Paul Amico N/A City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-876 Agenda Date:6/8/2023 Agenda #: 1.-M. REPORT TO THE CITY COUNCIL FROM:SCOTT L. MOZIER, PE, Director Public Works Department BY:ANDREW J. BENELLI, PE, City Engineer/Assistant Director Public Works Department, Traffic Engineering Division JILL GORMLEY, TE, Traffic Operations and Planning Manager Public Works Department, Traffic Operations and Planning SUBJECT Actions pertaining to on-call professional engineering services for the Public Works Traffic Operations and Planning Division for bicycle facilities planning (Citywide) 1. Approve an On-Call Consultant Services Agreement with TJKM Transportation Consultants, in the amount of $100,000 2. Approve an On-Call Consultant Services Agreement with Peters Engineering Group, in the amount of $100,000 RECOMMENDATION Staff recommends the City Council approve two On-Call Professional Engineering Services Agreement between the City of Fresno (City) and 1) TJKM Transportation Consultants and 2) Peters Engineering Group, collectively (Consultants) to provide professional engineering services for the Public Works Traffic Operations and Planning Division on city bicycle facility projects, for two-year terms, to be reimbursed for hours worked at the hourly rates specified in the Schedule of Fees included in the Consultants’ respective agreements, not to exceed $100,000, with no guarantee expressed or implied that the $100,000 amount will be authorized under any of the two respective agreements, and Authorize the Public Works Director or designee to execute both agreements on behalf of the City. EXECUTIVE SUMMARY Staff recognizes the need for bicycle facilities that balance safety, access and mobility for bicyclists of all ages and abilities. Planning and designing a network of bicycle facilities throughout the City is a priority for the City, as identified in the goals of the General Plan and the Active Transportation Plan. Due to the increase in project workload and the commonality of the improvements included in these projects, staff is recommending the proposed on-call agreements as a solution to efficiently deliver these projects. The consultant’s proposed scope of services includes various professional engineering services that will support City staff with grant preparation, transportation infrastructure City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-876 Agenda Date:6/8/2023 Agenda #: 1.-M. engineering services that will support City staff with grant preparation,transportation infrastructure design,and traffic operations projects.The Department has performed a qualification-based hiring process and has selected two firms to perform these necessary services on an on-call basis. Upon approval and execution of the Agreements,projects will be identified,a Request for Proposal (RFP)will be issued to both Consultants,and project-by-project Task Orders will be issued based on the most qualified consultant for the project.The funding for these services will come from Measure C bicycle funds. BACKGROUND The growing need for more bicycle facilities has led to the need for on-call consultants to efficiently develop the planning design documents and support City staff in grant preparation and construction of facilities.The agreements for On-Call Professional Engineering Services will allow staff to deliver bicycle projects promptly and more efficiently.The proposed services will include preparation of conceptual drawings and striping plans,cost estimates,and operational analyses of corridors and intersections.Hiring consultants to provide these services on a project-by-project basis is time consuming and creates project initiation delays.Staff recommends approval of the proposed agreements in order to improve efficiencies and project timelines to perform the professional engineering services for the City’s capital programs. In accordance with Administrative Order (A.O.)6-19,staff sent out Request for Qualifications (RFQ) for professional engineering services on January 13,2023,via Planet Bids,email,and published in the Business Journal.At the closing of the advertisement period on February 10,2023,the RFQ received five responses.City staff evaluated each Statement of Qualifications (SOQ)and determined all submittals were qualified to move into the interview process.One firm denied the interview.The remaining four SOQ’s were evaluated and ranked and each consultant team was interviewed.At the conclusion of the evaluation period TJKM Transportation Consultants and Peters Engineering Group were selected as the most qualified consultants for these services. Staff is recommending the City Council Approve two agreements with 1)TJKM Transportation Consultants,and 2)Peters Engineering Group for Professional Engineering Services,each with two- year terms and a total compensation not to exceed $100,000 individually,with no guarantee expressed or implied that $100,000 will be authorized under any respective agreement,to provide various professional engineering services for the Public Works Traffic Operations and Planning Division on City capital projects,and authorize the Public Works Director or designee to execute the agreement, approved as to form by the City Attorney’s Office, on behalf of the City. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act (CEQA)Guidelines Section 15378, the award of these contracts does not qualify as a “project.” LOCAL PREFERENCE Local preference was implemented in the consultant selection process. City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-876 Agenda Date:6/8/2023 Agenda #: 1.-M. FISCAL IMPACT These agreements have no immediate impact to the General Fund and the agreements will service projects in all Council Districts.All funding necessary for the services of the proposed agreements will be appropriated under Measure C bicycle funds. Attachment(s): Consulting Services Agreement - TJKM Transportation Consultants Consulting Services Agreement - Peters Engineering Group City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-902 Agenda Date:6/8/2023 Agenda #: 1.-N. REPORT TO THE CITY COUNCIL FROM:SCOTT L. MOZIER, PE, Director Public Works Department AARON A. AGUIRRE, Director Parks, After School, Recreation, and Community Services Department BY:RANDALL W. MORRISON, PE, Assistant Director Public Works Department, Engineering Division HARLAVPREET S. BRAR, PE, Professional Engineer Public Works Department, Site Development Project Management Section SUBJECT Approve an agreement for professional engineering services with Quad Knopf Inc., of Fresno, California for $108,750, with a $10,000 contingency, for design and construction support services for the Vinland Park Pickleball Court Project (Council District 4) RECOMMENDATION Staff recommends City Council approve a consultant services agreement with Quad Knopf Inc. (QK), of Fresno, California in the amount of $108,750, with a $10,000 contingency, for the design and preparation of construction documents for the Vinland Park Pickleball Court Project and authorize the Public Works Director or designee to execute the agreement on behalf of the City of Fresno. EXECUTIVE SUMMARY The City of Fresno Parks, After School, Recreation and Community Services Department (PARCS) proposes to design and construct eight (8) new lighted pickleball courts with fencing, accessible paths of travel, and associated site furnishings at Vinland Park, located on the northwest corner of Gettysburg and Woodward Avenues. The project will include a community meeting to present and receive recommendations to inform the final design. The contract for professional engineering design services will be funded using American Rescue Plan Act (ARPA) allocations previously approved by City Council. Council approval of the consultant agreement between the City and QK is recommended to facilitate development of plans, cost estimates, and general construction contract documents necessary to complete the project. City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 NEW FILE ID 23-970 AP RECUSED MOVED TO JUNE 15, 2023 File #:ID 23-902 Agenda Date:6/8/2023 Agenda #: 1.-N. BACKGROUND The PARCS Department proposes to utilize previously allocated ARPA funds to improve the existing park facilities and enhance the park guest experience at Vinland Park.The project will support the growth of the pickleball community in the surrounding area and will cultivate an environment that promotes health and social interaction. As part of the project,QK will analyze the park’s existing conditions and will develop conceptual design plans of the pickleball courts.Accessible paths of travel to and from the pickleball courts to an existing path of travel will be designed,as well as,electrical design plans to support additional lighting around the courts.The project will include fencing around the courts,and may include site amenities such as drinking fountains,benches,landscape and irrigation improvements,subject to funding availability and community input. In accordance with AO 6-19,staff sent out a request for Statements of Qualifications (SOQs)in December 2022 via Planet Bids,email,and published in The Business Journal for Pickleball Court Projects.The request for SOQs was sent out for projects at four (4)different locations including Woodward Park,Roeding Park,Vinland Park,and Rotary East Park.Four (4)SOQs were received, and staff interviewed the three (3)qualified respondents between March 6,2023,and March 7,2023. QK was determined to be the most qualified and responsive based on the consultant interviews.Staff believes that a separate agreement for each location is the best route forward to meet different funding and scheduling requirements at each location.Staff negotiated a fee of $108,750,with a $10,000 contingency,for the preparation of plans,specifications,cost estimates,bidding support services, and construction support services for this project. Staff recommends City Council approval of the proposed agreement with QK in the amount of $108,750,with a $10,000 contingency,for the design and preparation of construction documents for the Vinland Park Pickleball Court Project and authorize the Public Works Director or designee to execute the Agreement on behalf of the City. The City Attorney’s Office has reviewed and approved the proposed agreement as to form. ENVIRONMENTAL FINDINGS A consultant agreement for the design of plans and cost estimates is not a “project”pursuant to California Environmental Quality Act (CEQA) Guidelines § 15378. LOCAL PREFERENCE Quad Knopf Inc., is a local business, as defined by the Fresno Municipal Code. FISCAL IMPACT The proposed project is in Council District 4.The Vinland Park Pickleball Court Project is funded through the ARPA appropriations included in the FY23 Annual Appropriations Resolution. Attachment(s): City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-902 Agenda Date:6/8/2023 Agenda #: 1.-N. Consultant Agreement Vicinity Map Location Map City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno, California, on the day and year first above written. CITY OF FR ESNO, A California municipal corporation By:------------RANDALL W. MORRISON, PE, Assistant Director Public Works Department ATTEST: TODD STERMER, CMC City Clerk By: ------------ Deputy No signature of City Attorney required. Standard Document #DPW-S Eng. CSA, Long Form Total Fee -Contingency (11-2022) has been used without modification, as certified by the undersigned. Harlavpreet S. Brar Professional Eng ineer REVIEWED BY: Dlgllatj signed bV FRANC ISM FRANCIS M "'"'·'•-=·--'-·""· CN-FRANCISM, ou-Us&rs. ou-PublicWorks, OU-�ts,DC•lresno,OC.gcw Oate:2023.0S.2316:40:16-07"00' Francisco V. Magos, PE, MBA, QSD Public Works Department Addresses: CITY: City of Fresno Attention:HarlavpreetS. Brar Professional Engineer 2600 Fresno Street, Room 4016 Fresno, CA 93721-3620 Phone: (559) 621-8616 E-mail: Harlavpreet.Brar@fresno.gov Quad Knopf, Inc., a California Corporation Name: Title: FD (If corporation or LC., Board Chair, Pres. or Vice Pres.) By: (111,b--,_ w Name: Am bl-v-4-ot-ttf 7 0 Title: CPD/ coo {If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) Any Applicable Professional License: Number: -----------Name: ------------Date of Issuance: -------- CONSULTANT: Quad Knopf, Inc. Attention: Ernie Escobedo Branch Manager 601 Pollasky Avenue, Suite 301 Clovis, CA 93612 Phone: (559) 449-2400 E-mail: Ernie.Escobedo@qkinc.com DPW-S Eng. CSA, Long Form Total Fee -Contingency (11-2022) Exhibit A Page 20 of 30 Whites Bridge MapleBrawleyHerndon Bullard Shaw ClovisFowlerTemperanceWestPalmClovisFowlerTemperanceDe WolfShields McKinley Belmont ChestnutPeachAmerican CedarGrantlandHayesElmEastMarksWestWalnutCorneliaNorth California Jensen Ashlan GrantlandHayesCorneliaBrawleyMarksShaw Bullard Herndon Nees De WolfShields McKinley Belmont California Jensen North Kings Canyon AshlanPeachBehymer Copper Shepherd NeesBlackstoneFirstCedarChestnutGarfieldBryanPolkBlytheValentineVan NessFruitMaroaFresnoMillbrookMapleWillowDakota Clinton Olive Gettysburg Barstow Sierra Alluvial Nielsen Kearney Muscat Annadale Church WillowMinnewawaMalaga OrangeBryanSunnysideArmstrongLocanFigCherryHughesFruitPolkValentineBlytheAlluvial Sierra Barstow Perrin SunnysideArmstrongLocanClinton Olive Tulare Butler Church Annadale DakotaMinnewawaInternational Teague Vinland Park N 0 1.5 30.75 Miles Project ID: PC00351Council District: 4 Vinland Park Pickleball CourtVICINITY MAP DEPARTMENT OFPUBLIC WORKS District 4 City_Limits N Woodrow AveN Woodrow AveE Gettysburg AveE Gettysburg Ave Copyright nearmap 2015 Vinland Park Pickleball Court4695 E. Gettysburg Ave.Fresno CA 93726 Project ID: PC00351 Council District: 4 LOCATION MAPN 0 80 16040 Feet DEPARTMENT OFPUBLIC WORKS Exhibit AVinland Park Legend Proposed Pickleball Court Vinland Park Accessible Path to Court City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-903 Agenda Date:6/8/2023 Agenda #: 1.-O. REPORT TO THE CITY COUNCIL FROM:SCOTT L. MOZIER, PE, Director Public Works Department AARON A. AGUIRRE, Director Parks, After School, Recreation, and Community Services Department BY:RANDALL W. MORRISON, PE, Assistant Director Public Works Department, Engineering Division HARLAVPREET S. BRAR, PE, Professional Engineer Public Works Department, Site Development Project Management SUBJECT Approve an agreement for professional engineering services with Quad Knopf Inc., of Fresno, California for $105,550, with a $10,000 contingency, for design and construction support services for the Rotary East Park Pickleball Court Project (Council District 6) RECOMMENDATION Staff recommends City Council approve a consultant services agreement with Quad Knopf Inc. (QK), of Fresno, California in the amount of $105,550, with a $10,000 contingency, for the design and preparation of construction documents for the Rotary East Park Pickleball Court Project and authorize the Public Works Director or designee to execute the agreement on behalf of the City of Fresno. EXECUTIVE SUMMARY The City of Fresno Parks, After School, Recreation and Community Services Department (PARCS) proposes to design and construct eight (8) new lighted pickleball courts with fencing, accessible paths of travel, and associated site furnishings at Rotary East Park, which is located on the northeast corner of Cedar and Sierra Avenues. The project will include a community meeting to present and receive recommendations to inform the final design. The contract for professional engineering design services will be funded using American Rescue Plan Act (ARPA) allocations previously approved by City Council. Council approval of the consultant agreement between the City and QK is recommended to facilitate development of plans, cost estimates, and general construction contract documents necessary to complete the project. City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 GB/NE 5-0 AP RECUSED TM ABSENT APPROVED File #:ID 23-903 Agenda Date:6/8/2023 Agenda #: 1.-O. BACKGROUND The PARCS Department proposes to utilize previously allocated ARPA funds to improve the existing park facilities and enhance the guest experience at Rotary East Park.The project will support the growth of the pickleball community in the surrounding area and will cultivate an environment that promotes health and social interaction. As part of this project,QK will analyze the park’s existing conditions and will develop conceptual design plans of the pickleball courts.Accessible paths of travel to and from the pickleball courts to an existing path of travel will be designed,as well as,electrical design plans in support of additional lighting around the courts.The project will include fencing around the courts,and may include site amenities such as drinking fountains,benches,landscape and irrigation improvements subject to funding availability and community input. In accordance with AO 6-19,staff sent out a request for Statements of Qualifications (SOQs)in December 2022 via Planet Bids,email,and published in The Business Journal for Pickleball Court Projects.The request for SOQs was sent out for projects at four (4)different locations including Woodward Park,Roeding Park,Vinland Park,and Rotary East Park.Four (4)SOQs were received, and staff interviewed the three (3)qualified respondents between March 6,2023,and March 7,2023. QK was determined to be the most qualified and responsive based on the consultant interviews.Staff believes that a separate agreement for each location is the best route forward to meet different funding and scheduling requirements at each location.Staff negotiated a fee of $105,550,with a $10,000 contingency,for the preparation of plans,specifications,cost estimates,bidding support services, and construction support services for this project. Staff recommends City Council approve the proposed agreement with QK in the amount of $105,550, with a $10,000 contingency,for the design and preparation of construction documents for the Rotary East Park Pickleball Court Project and authorize the Public Works Director or designee to execute the Agreement on behalf of the City. The City Attorney’s Office has reviewed and approved the proposed agreement as to form. ENVIRONMENTAL FINDINGS A consultant agreement for the design of plans and cost estimates is not a “project”pursuant to California Environmental Quality Act (CEQA) Guidelines § 15378. LOCAL PREFERENCE Quad Knopf Inc., is a local business, as defined by the Fresno Municipal Code. FISCAL IMPACT The proposed project is in Council District 6.The Rotary East Park Pickleball Court Project is funded through the ARPA appropriations included in the FY23 Annual Appropriations Resolution. City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-903 Agenda Date:6/8/2023 Agenda #: 1.-O. Attachment(s): Consultant Agreement Vicinity Map Location Map City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ Whites Bridge MapleBrawleyHerndon Bullard Shaw ClovisFowlerTemperanceWestPalmClovisFowlerTemperanceDe WolfShields McKinley Belmont ChestnutPeachAmerican CedarGrantlandHayesElmEastMarksWestWalnutCorneliaNorth California Jensen Ashlan GrantlandHayesCorneliaBrawleyMarksShaw Bullard Herndon Nees De WolfShields McKinley Belmont California Jensen North Kings Canyon AshlanPeachBehymer Copper Shepherd NeesBlackstoneFirstCedarChestnutGarfieldBryanPolkBlytheValentineVan NessFruitMaroaFresnoMillbrookMapleWillowDakota Clinton Olive Gettysburg Barstow Sierra Alluvial Nielsen Kearney Muscat Annadale Church WillowMinnewawaMalaga OrangeBryanSunnysideArmstrongLocanFigCherryHughesFruitPolkValentineBlytheAlluvial Sierra Barstow Perrin SunnysideArmstrongLocanClinton Olive Tulare Butler Church Annadale DakotaMinnewawaInternational Teague Rotary East Park N 0 1.5 30.75 Miles Project ID: PC00358Council District: 6 Rotary East ParkVICINITY MAP DEPARTMENT OFPUBLIC WORKS District 6 City_Limits E P a u l A v eE P a u l A v e E Sierra AveE Sierra AveN Cedar AveN Cedar AveCopyright nearmap 2015 Rotary East Pickleball Court6464 N Cedar Ave.Fresno CA 93710 Project ID: PC00358 Council District: 6 LOCATION MAPN 0 50 10025 Feet DEPARTMENT OFPUBLIC WORKS Exhibit ARotary East Park Legend Proposed Pickleball Court Rotary East Park Accessible Path to Court City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-904 Agenda Date:6/8/2023 Agenda #:1.-P. REPORT TO THE CITY COUNCIL FROM:SCOTT L. MOZIER, PE, Director Public Works Department BY:ANDREW J. BENELLI, PE, City Engineer/Assistant Director Public Works Department, Traffic Engineering Division ADRIAN GONZALEZ, Senior Engineering Technician Public Works Department, Land Planning Section SUBJECT RESOLUTION - Of Intention to Annex Final Tract Map Number 6283 as Annexation Number 145 to the City of Fresno Community Facilities District Number 11 and to Authorize the Levy of Special Taxes; and setting the Public Hearing for Thursday, July 20, 2023, at 10:00 am (located on the southeast corner of North Fowler Avenue and East Dakota Avenue) (Council District 4) RECOMMENDATION Adopt Resolution of Intention to Annex Final Tract Map No. 6283 to City of Fresno Community Facilities District No. 11 (CFD No. 11). EXECUTIVE SUMMARY The landowner (Lennar Homes) has petitioned the City of Fresno to have Final Tract Map No. 6283 (136 lot Single-Family Home Subdivision) annexed to CFD No. 11 to provide funding for the Services (as hereafter defined) pertaining to certain required above ground public improvements associated with this subdivision. The cost for the Services for these improvements is $723.52 per lot annually for Fiscal Year 2022-2023. Final Tract Map No. 6283 is located entirely within City limits. The Resolution of Intention begins the process, sets the required public hearing for Thursday, July 20, 2023, at 10:00 am, and defines the steps required to complete the annexation. (See attached Location and Feature Maps.) BACKGROUND Subdivision: 6283 Developer: Lennar Homes Number of Lots: 136 Maximum Special Tax Per Lot: $723.52 Features: Certain required above ground public improvements; including landscaping and irrigation systems; concrete and hardscape improvements, paving, streetlights, park hardscaping and City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT R. 2023-175 APPROVED ON CONSENT File #:ID 23-904 Agenda Date:6/8/2023 Agenda #:1.-P. systems;concrete and hardscape improvements,paving,streetlights,park hardscaping and amenities. On November 15,2005,the Council of the City of Fresno adopted Council Resolution No.2005-490 forming CFD No.11 to fund public maintenance of landscaping,open spaces,local streets,local streetlights and street furniture,curbs,gutters,sidewalks,street trees and other public facilities and services as defined by the City of Fresno Special Tax Financing Law,Chapter 8,Division 1,Article 3 of the Fresno Municipal Code (City Law). The landowner has made a request to the City of Fresno to have Final Tract Map No.6283 annexed to CFD No.11 to provide the funding for the operation and reserves for maintenance (Services) pertaining to certain required above ground public improvements within the dedicated City public easements and Outlots;this includes the landscaping,trees and irrigation systems;concrete curbs, gutters,valley gutters,sidewalks and curb ramps,street name signage,street lighting,and local street paving associated with this subdivision. (See attached Location and Feature Maps.) Final Tract Map No.6283 is the third and final phase of Tentative Tract Map 6131 (TT6131),is located entirely within City limits,and is to share equally in the maintenance of all facilities associated with TT6131. The attached Resolution initiates the annexation process,sets the public hearing on this matter for Thursday,July 20,2023,at 10:00 am,sets the Maximum Special Tax at $723.52 annually per residential lot for Fiscal Year 2022-2023 and sets the annual adjustment of the Special Tax to be adjusted upward annually by 2%or by the rise of the Construction Cost Index (CCI),if it exceeds 2% for the San Francisco Region. Annexations to existing community facilities districts are permitted under City Law.The legislative body must follow certain prescribed procedures as outlined below: ·Adoption of a Resolution of Intention to Annex to CFD No. 11 ·Required 7-day minimum Notice of Public Hearing ·Public hearing on Annexation and Levy of Special Tax ·Call a Special Mailed-Ballot Election on the proposed Special Tax ·Declare the Results of the Election ·Formal Adoption of Special Tax Levy (if election passes) The attached Resolution has been approved as to form by the City Attorney’s Office. ENVIRONMENTAL FINDINGS Pursuant to the definition in California Environmental Quality Act Guidelines Section 15378,this action is not a project. LOCAL PREFERENCE Local preference was not implemented,as this item does not include a bid or award of a construction or services contract. City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-904 Agenda Date:6/8/2023 Agenda #:1.-P. FISCAL IMPACT No City funds will be involved.All costs for services will be borne by the property owners within the subject tract. Attachment(s): Location Map Feature Map Resolution of Intention City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ BARSTOW GARFIELDBRYANPOLKBLYTHEVALENTINEVAN NESSFRUITSIERRA ALLUVIAL GETTYSBURG DAKOTA CLINTON OLIVE NIELSON KEARNEY ANNADALE INTERNATIONAL PERRIN TEAGUE ALLUVIALMAROAFRESNOMILLBROOKMAPLEWILLOW MINNEWAWASUNNYSIDEARMSTRONGMAPLEORANGECHERRYFIGCHURCH BUTLER TULARE LOCANDAKOTA CLINTON OLIVE FRUITHUGHESVALENTINEBLYTHEPOLKBRYANN DEVELOPMENT SERVICES DIVISION FINAL TRACT MAP NO. 6283 DISTRICT 4 ANNEXATION NO. 145 COMMUNITY FACILITIES DISTRICT NO. 11 NORTH FOWLER AVENUE EAST DAKOTA AVENUENNORTH FOWLER AVENUENORTH BURGAN AVENUENORTH LAVERNE AVENUEEAST ROBINSON AVENUEN McARTHUR AVEEAST DAKOTA AVENUE NORTH McARTHUR AVENUEEAST GIAVANNA AVENUE EAST RAMONA AVENUE FINAL TRACT MAP NO. 6283 BUFFERS/PARKWAYS/MEDIAN TREES & SHRUBS = 60,005 SF FEATURES TO BE ADDED BY ANNEXATION NO. 145 COMMUNITY FACILITIES DISTRICT NO. 11 DEVELOPMENT SERVICES DIVISION N STREET LIGHTS: LOCAL STREET PAVEMENT: CONCRETE IMPROVEMENTS: LANDSCAPE AND IRRIGATION: INTERIOR RESIDENTIAL = 154,431 SF TOTAL = 56 EACH CURB & GUTTER = 11,525 LF VALLEY GUTTER = 1,335 SF SIDEWALK & CURB RAMPS = 71,702 SF OUTLOT HARDSCAPE AND AMENITIES: TURF & BEDS GROUND COVER = 25,866 SF STAMPED CONCRETE = 4,595 SF MEDIAN CURB = 2,259 LF SMALL TREES = 66 EACH LARGE TREES = 95 EACH *CONCRETE WALKS & PADS = 7,807 SF *BENCHES = 2 EACH *TRASH RECEPTACLE = 1 EACH 1 of 6 Date Adopted: Date Approved: Effective Date: City Attorney Approval: HT Resolution No. RESOLUTION NO. ____________ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO, CALIFORNIA, OF INTENTION TO ANNEX FINAL TRACT MAP NO. 6283 AS ANNEXATION NO. 145 TO THE CITY OF FRESNO COMMUNITY FACILITIES DISTRICT NO. 11 AND TO AUTHORIZE THE LEVY OF SPECIAL TAXES WHEREAS, the City of Fresno (City) is a charter city and municipal corporation duly created and existing under the Constitution and laws of the State of California; and WHEREAS, under the City of Fresno Special Tax Financing Law, Chapter 8, Division 1, Article 3, of the Fresno Municipal Code (City Law), this Council, as the legislative body for the community facilities district and any annexation thereto, has the authority to establish a community facilities district and annex property to the community facilities district; and WHEREAS, on November 15, 2005, the Council of the City of Fresno (Council) adopted Council Resolution No. 2005-490 establishing the City of Fresno Community Facilities District No. 11 (CFD No. 11); and WHEREAS, the original boundaries of CFD No. 11 are shown on the Boundary Map of City of Fresno Community Facilities District No. 11, recorded November 8, 2005, at Book 41, Page 61 of Assessment and Community Facilities Districts in the Office of the Recorder, County of Fresno, California, a copy of which is on file in the Office of the City Clerk of the City of Fresno (City Clerk); and WHEREAS, the territory encompassing the existing CFD No. 11 is attached hereto as Exhibit A and incorporated herein by this reference; and 2 of 6 WHEREAS, the landowner of Final Tract Map No. 6283 has formally petitioned the City to annex Final Tract Map No. 6283 to CFD No. 11, and the area proposed for annexation to CFD No. 11 is attached hereto as Exhibit B and incorporated herein by this reference; and WHEREAS, the types of public services provided in the existing CFD No. 11 (Services) are specified in the document attached hereto as Exhibit C, Page C-2, and incorporated herein by this reference; and WHEREAS, the types of Services to be provided to Annexation No. 145 by CFD No. 11, are specified in the document attached hereto as Exhibit C, Page C-1, and incorporated herein by this reference; and WHEREAS, Annexation No. 145, Final Tract Map No. 6283 is located entirely within the limits of the City of Fresno; and WHEREAS, CFD No. 11 and Annexation No. 145 will share costs proportionately for Services provided by the City; and WHEREAS, Annexation No. 145 is Phase 3 of a larger area represented by Vesting Tentative Map No. 6131 (TT6131), and will share Services in common with all areas within TT6131; and WHEREAS, other areas within TT6131, concurrently with becoming final maps, have been or may be annexed to CFD No. 11, and the taxable property within A nnexation No. 145 and the taxable property within the other annexed final maps within TT 6131 will share the costs of Services provided by CFD No. 11. 3 of 6 NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno as follows: 1. Recitals. The forgoing recitals are true and correct. 2. Proposed Annexation No. 145 Boundaries. The proposed boundaries of Annexation No. 145 are as shown on the map (copy attached as Exhibit B) on file with the City Clerk. The boundaries, shown in Annexation Map No. 145, for the territory proposed to be annexed, are preliminarily approved. The City Clerk is directed to record Annexation Map No. 145, or cause it to be recorded, in the Office of the Recorder, Fresno County, California within ten days after the adoption date of this resolution. 3. Services. The operation and reserves for maintenance (Services) proposed to be financed in Annexation No. 145 are listed on Page C-1 of Exhibit C, attached hereto and incorporated herein by this reference. 4. Special Taxes. Except to the extent that funds are otherwise available to CFD No. 11 to pay for the Services in Annexation No. 145, a special tax sufficient to pay the costs (Special Tax) thereof, secured by recording a continuing lien against all nonexempt real property in Annexation No. 145 will be levied annually within Annexation No. 145, and collected in the same manner as ordinary ad valorem property taxes, or in any other manner as this Council or its designee shall determine, including direct billing of the affected property owners. The proposed rate and method of apportionment of the Special Tax among the real property parcels within Annexation No. 145 are described in sufficient detail for each landowner within Annexation No. 145 to estimate the maximum amount each owner will have to pay, in Exhibit D, attached hereto and incorporated herein by this reference. 4 of 6 5. District Annexation Report. The Director of Public Works Department, as the officer having charge and control of the Services in and for CFD No. 11, or designee, is directed to study the proposed Services and to make, or cause to be made, and filed with the City Clerk a report of CFD NO. 11, Annexation No. 145 (District Report), in writing presenting the following: a. A description of the Services by type required to adequately meet the needs of CFD No. 11, Annexation No. 145. b. An estimate of the fair and reasonable cost of the Services including the cost of acquiring land, rights-of-way and easements, costs of any physical services required in conjunction therewith, and incidental expenses in connection therewith. c. Describe any plan for Services that will be provided in common with the existing district and/or any territory that may be annexed. d. If the Special Tax levied within the territory proposed to be annexed is higher or lower than the existing CFD No. 11, identify the extent and reasons why the costs to provide Services in that territory are higher or lower th an those provided in the existing CFD No. 11. Specify any alteration in the special tax rate levied within the existing CFD No. 11 because of the proposed annexation. e. The CFD No. 11, Annexation No. 145 District Report shall be made a part of the record of the public hearing specified below. 6. Single Ballot. The propositions to set the appropriations limit and to approve the levy of the Special Tax shall be combined into a single ballot and submitted to the voters pursuant to City Law. 5 of 6 7. Public Hearing. Thursday, July 20, 2023, at 10:00 a.m., is fixed as the date and time, in the City Council Chambers, 2600 Fresno Street, Fresno, California, that this Council, the legislative body for CFD No. 11, will conduct a public hearing on the annexation of Final Tract Map No. 6283 and will consider and finally determine whether the public interest, convenience and necessity require the annexation and the levy of the Special Tax. 8. Public Notice. The City Clerk is directed to cause notice of the public hearing to be given by publication once in a newspaper of general circulation published in the area of CFD No. 11. The publication shall be complete at least seven days before the hearing date set herein. The notice shall be in the form specified by Sections 53339.4 and 53322 of Chapter 2.5 of the California Government Code. 9. This Resolution shall be effective upon final approval. Attachments: Exhibit A: Original Boundaries of CFD No. 11 Exhibit B: Annexation Map No. 145 Exhibit C: Description of Services Exhibit D: Rate and Method of Apportionment of Special Tax 6 of 6 * * * * * * * * * * * * * * STATE OF CALIFORNIA ) COUNTY OF FRESNO ) ss. CITY OF FRESNO ) I, TODD STERMER, City Clerk of the City of Fresno, certify that the foregoing resolution was adopted by the Council of the City of Fresno, at a regular meeting held on the _________ day of ______________ 2023. AYES : NOES : ABSENT : ABSTAIN : TODD STERMER, CMC City Clerk BY: Date Deputy APPROVED AS TO FORM: ANDREW JANZ City Attorney BY: Heather Thomas Date Deputy City Attorney BlackstoneNees Herndon Bullard Shaw Ashlan Shields McKinley Belmont Whites Bridge Alluvial Sierra Barstow Gettysburg Dakota Clinton Olive GarfieldBryanGrantlandChateau FresnoHayesPolkCorneliaBlytheBrawleyValentineMarksVan NessWestFruitPalmFresnoFirstMillbrookCedarMapleChestnutWillowPeachAshlan Dakota Shields Clinton McKinley Olive Belmont Tulare Butler California Church Jensen Annadale North Kings CanyonMaroaInternational Copper Behymer Shepherd Nees Herndon Bullard Shaw Gettysburg Teague Alluvial Sierra Barstow Perrin ClovisSunnysideFowlerArmstrongTemperanceLocanClovisFowlerTemperanceSunnysideLocanArmstrongChestnutPeachWillowMinnewawaMalaga American CedarOrangeMapleElmEastFigCherryMarksWestWalnutHughesFruitGrantlandHayesCorneliaBryanPolkBrawleyValentineBlytheKearney Muscat North Annadale Muscat Central California Jensen Church Central Nielsen ·|}þ41 CITY OF FRESNO MAINTENANCE CFD11 ANNEXATION ·|}þ41 ·|}þ180 ·|}þ168 ·|}þ99 ·|}þ99 ·|}þ180 Legend State Routes Rail Road Street Centerline CFD11 City Boundary Limits µ Exhibit A Date: 3/13/2015 FINAL TRACTMAP NO. 6283CITY OF FRESNO - Public Works DepartmentANNEXATION MAP NO. 145 OFCOMMUNITY FACILITIES DISTRICT NO. 11OF THE CITY OF FRESNO, FRESNO COUNTY,CALIFORNIACFD11 145 A11-P-1486REFERENCE: BOUNDARY MAP OF CITY OF FRESNO COMMUNITY FACILITIESDISTRICT NO. 11, RECORDED NOVEMBER 8, 2005 AT BOOK 41, PAGE 61 OFASSESSMENT AND COMMUNITY FACILITIES DISTRICTS IN THE OFFICE OF THERECORDER IN THE COUNTY OF FRESNO, STATE OF CALIFORNIADOC.FILED IN THE OFFICE OF THE CITY CLERK OF THE CITY OF FRESNO THIS DAYOF , 2023.ATTEST:TODD STERMER, CMCCITY CLERK OF THE CITY OF FRESNOBY: DEPUTYI HEREBY CERTIFY THAT THE ANNEXATION MAP NO. 145 OF THE COMMUNITYFACILITIES DISTRICT NO. 11, CITY OF FRESNO, COUNTY OF FRESNO, STATE OFCALIFORNIA WAS ADOPTED BY THE COUNCIL OF THE CITY OF FRESNO BYRESOLUTION NO. 2023- ON , 2023.ATTEST:TODD STERMER, CMCCITY CLERK OF THE CITY OF FRESNOBY: DEPUTYTHIS ANNEXATION MAP NO. 145 OF THE CITY OF FRESNO COMMUNITYFACILITIES DISTRICT NO. 11, WAS FILED THIS DAY OF , 2023AT THE HOUR OF O'CLOCK M AT BOOK 46, PAGE OF MAPS OFASSESSMENT AND COMMUNITY FACILITIES DISTRICTS IN THE OFFICE OF THECOUNTY RECORDER IN THE COUNTY OF FRESNO, STATE OF CALIFORNIAPAUL DICTOS, C.P.A.COUNTY RECORDER OF THE COUNTY OF FRESNOBY:NTERRITORY TO BE ANNEXEDTO THE CITY CFD NO. 11BOUNDARY LINE OF NEWTERRITORYNOTE: FOR PARCEL DIMENSIONS, SEE ASSESSOR'S MAP BOOK PAGESEXEMPT FROM SB2 FEES PER GOVERNMENT CODE SECTION 27388.1(a)(2)(D)EXHIBIT B EXHIBIT C C-1 City of Fresno Community Facilities District No. 11 Annexation No. 145 Description of Services to be Financed by Community Facilities District No. 11 for Annexation No. 145 (Final Tract Map No. 6283) The operations and reserves for the maintenance of certain required improvements (Services) that are to be financed by Community Facilities District No. 11 (CFD No. 11) for Final Tract Map No. 6283, Annexation No. 145 are generally as described below. The Services will include all costs (including reserves for replacement) attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas and trees in public street rights-of-way, public landscape easements, public open spaces and other similar landscaped areas officially dedicated for public use. General maintenance will include, without limitation, mowing, edging, fertilizing, aerating and watering grass areas, repairing and replacing irrigation systems as necessary; staking, pruning, replacing and spraying of trees and shrubs; removing litter, debris, and garbage. Services shall include all costs attributable to cleaning, maintaining, servicing, repairing and/or replacing all ground level infrastructure (including reserves for replacement) within dedicated public easements and outlots. Such facilities include, without limitation, concrete curbs, gutters, valley gutters, curb ramps and sidewalks, street name signage , street lighting, and local street paving associated with this subdivision. Such facilities may also include, without limitation, all hardscaping and park amenities and structures associated with the subdivision. Services shall include all costs attributable to street lighting services. Maintenance costs will include a proportionate share of all other expenses that the City of Fresno (City) may incur in administering CFD No. 11. All Services shall be provided by the City, with its own forces or by contract with third parties, or any combination thereof, to be determined entirely by the City. Nothing in this exhibit or any other exhibit or provision of this Resolution shall be construed as committing the City or CFD No. 11 to provide all of the authorized Services or to provide for the payment of or reimbursement for all of the authorized incidental expenses. The provision of Services and/or payment or reimbursement of incidental expenses shall be subject to the successful annexation of Annexation No. 145 to CFD No. 11 and the availability of sufficient proceeds of Special Taxes within CFD No. 11. EXHIBIT C C-2 City of Fresno Community Facilities District No. 11 Formation Description of Services currently financed by Community Facilities District No. 11 The services that are to be financed (Services) by Community Facilities District No. 11 (CFD No. 11) are any and all Services defined by City of Fresno Speci al Tax Financing Law (Chapter 8, Division 1, Article 3 of the Fresno Municipal Code) and the Mello-Roos Community Facilities Act of 1982 (Chapter 2.5 commencing with Section 53311 , of Part 1, Division 2, Title 5 of the California Government Code.) I. Services may include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing all facilities, including hardscaping, in landscaped areas (may include reserves for replacement) in public street rights-of-way, public landscape easements, public trail areas, parkways, and other similar landscaped areas officially dedicated for public use. II. General maintenance will include, without limitation, mowing, edging, fertilizing, seeding, aerating, and watering grass areas; repairing and replacing irrigation systems as necessary; staking, pruning, replacing and spraying of trees and shrubs; repairing and replacing paths, walkways and trails; removing litter, debris, and garbage. II. Services may include all costs attributable to cleaning, maintaining, servicing, repairing and/or replacing all local ground level street infrastructure (may include reserves for replacement) within local street rights-of-way. Such facilities may include, without limitation, street paving, curbs and gutters, sidewalks, street lighting, hydrants, inlets, street trees and street furniture. III. Services may include costs attributable to police, fire, traffic control, street lighting and recreational services. Maintenance costs will also include a proportionate share of all other expenses that the City of Fresno (City) may incur in administering the CFD No. 11. All Services shall be provided by the City, with its own forces or by contract with third parties, or any combination thereof, to be determined entirely by the City. Nothing in this exhibit or any other exhibit or provision of this resolution shall be construed as committing the City or CFD No. 11 to provide all of the authorized Services or to provide for the payment of or reimbursement for all of the authorized incidental expenses. The provision of Services and/or payment or reimbursement of incidental expenses shall be subject to the continued existence of CFD No. 11 and the availability of sufficient proceeds of special taxes within the CFD No. 11. EXHIBIT D D-1 City of Fresno Community Facilities District No. 11 Annexation No. 145 Rate and Method of Apportionment of Special Tax Cost Estimate The estimate breaks down the costs of providing 1 year’s service for FY 2022-2023 for Final Tract Map No. 6283 (136 lots), Phase III of Vesting Tentative Tract Map No. 6131. Final Tract Map No. 6283’s costs include services for Final Tract Map No. 6283 and Final Tract Map No. 6283’s share of services provided to Vesting Tentative Tract Map No. 6131. Vesting Tentative Tract Map No. 6131 totals 413 Lots (counting the 136 from Tract No. 6283). The final maps within Vesting Tentative Tract Map No. 6131 are to share equally for a portion of the cost of Services by Community Facilities District No. 11 as calculated with Final Tract Map No. 6131 (Annexation No. 80) and Final Tract Map No. 6240 (Annexation No. 119). Final Tract Map No. 6283 will pay additional costs due to added facilities for that phase. ITEM DESCRIPTION (T-6212) ESTIMATED COST 1 Landscape Operational Costs $57,461.00 2 Other Operational Costs $947.00 3 Reserve for Replacement $37,950.00 4 Incidental Expenses $2,040.00 Total $98,398.00 Subdivision Appropriation Limit FINAL TRACT MAP NO. MAX. SPECIAL TAX PER RESIDENTIAL UNIT TOTAL TAXABLE UNITS APPROPRIATION LIMIT SUBDIVIDER 6283 $723.52 136 $500,000.00 Lennar Homes EXHIBIT D D-2 City of Fresno Community Facilities District No. 11 Annexation No. 145 Rate and Method of Apportionment of Special Tax A Special Tax applicable to each assessor’s parcel in Community Facilities District No. 11 (CFD No. 11) shall be levied and collected according to the tax liability determined by the City Council of the City of Fresno, through the application of the appropriate amount or rate for taxable property, as described below. All of the property in CFD No. 11, unless exempted by law or by the provisions of Section E below, shall be taxed for the purposes, to the extent, and in the manner herein provided, including property su bsequently annexed to CFD No. 11 unless a separate Rate and Method of Apportionment of Special Tax is adopted for the annexation area. A. DEFINITIONS The terms hereinafter set forth have the following meanings: “Assessor’s Parcel” or “Parcel” means a lot or parcel shown on an assessor’s parcel map with an assigned assessor’s parcel number. “Assessor’s Parcel Map” means an official map of the County Assessor of the County of Fresno designating parcels by assessor’s parcel number. “City” means the City of Fresno. “City Law” means the City of Fresno Special Tax Financing Law, Chapter 8, Division 1, Article 3, of the Fresno Municipal Code. “Council” means the City Council of the City of Fresno, acting as the legislative body of CFD No. 11. “Developable Lot” means a lot that is anticipated development of residential or non - residential uses, and which is not an outlot, remainder parcel or other parcel which is not intended to be developed or which must be further subdivided before being developed. “Excluded Parcels” means those assessor’s parcels identified as ineligible for inclusion in CFD No. 11 as shown in “Attachment 1” of this Rate and Method of Apportionment of Special Tax. “Final Map” means a final map, or portion thereof, approved by the Council of the City of Fresno pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) that creates individual developable lots for which building permits may be issued. The term “Final Map” shall not include any assessor’s parcel map or subdivision map or EXHIBIT D D-3 portion thereof that does not create individual developable lots for which a building permit may be issued, including assessor’s parcels that are designated as remainder parcels. “Fiscal Year” means the period starting April 1 and ending on the following March 31. “Maximum Special Tax” means the maximum special tax, determined in accordance with Section C, which can be levied in any Fiscal Year. “Proportionately” means, in any fiscal year, that the ratio of the actual Special Tax to the Maximum Special Tax is equal for all assessor’s parcels in CFD No. 11. “Public Property” means any property within the boundaries of CFD No. 11 that is owned by the federal government, the State of California or other local governments or public agencies. “Reserve for Replacement” means a reasonable reserve pursuant to Fresno Municipal Code 8-1-303(e) (4), as a service cost or expense and not as payment for public facilities under Government Code Section 53321(d). “Residential Unit” means a residential dwelling unit and shall include single-family unattached homes, condominiums, town homes, duplex, triplex and fourplex units, and individual apartment units in a multi-family building. For purposes of the levy of special taxes pursuant to Section C below, “Residential Units” shall include dwelling units already built on taxable property in CFD No. 11, as well as dwelling units planned, but not yet built, when the special tax is levied each fiscal year. “Shared Services” means the costs of services are paid equally by the property owners of two or more subdivisions. “Special Tax” means any special tax to be levied each fiscal year on assessor’s parcels of taxable property to fund the Special Tax Requirement as defined below. “Special Tax Requirement” means the amount necessary in any fiscal year to (i) pay authorized maintenance and improvement expenses, (ii) pay admin istrative expenses of CFD No. 11, and (iii) cure any delinquencies in the payment of special taxes levied in prior fiscal years or (based on delinquencies in the payment of special taxes which have already taken place) are expected to occur in the fiscal year in which the tax will be collected. “Subdivision” means the division, by any subdivider, of any unit or units of improved or unimproved land, or any portion thereof, shown on the latest equalized county assessment roll as a unit or as contiguous units, for the purpose of sale, lease, or financing whether immediate or future. Property shall be considered as contiguous units, even if it is separated by roads, streets, utility easement or rai lroad rights-of-way. “Subdivision” includes a condominium project, as defined in Section 4125 of the Civil Code, a community apartment project, as defined in Section 4105 of the Civil Code. EXHIBIT D D-4 “Taxable Property” means all of the assessor’s parcels within the boundaries of CFD No. 11 which are not exempt from the special tax pursuant to law or Section E below. B. CALCULATION OF RESIDENTIAL UNITS On April 1 of each fiscal year, the City of Fresno (City) or its designee shall determine how many residential units are built, or allowed to be built, on assessor’s parcels within CFD No. 11. For parcels of undeveloped property zoned for development of single-family units attached, the number of residential units shall be determined by referencing the condominium plan, apartment plan site plan or other development plan, or by assigning the maximum allowable units permitted based on the underlying zoning for the parcel. Once a single-family attached building or buildings have been built on an assessor’s parcel, the City or its designee shall determine the actual number of residential units contained within the building or buildings, and the special tax levied against the parcel in the next fiscal year shall be calculated by dividing the Special Tax Requirement by the actual number of residential units not to exceed the Maximum Special Tax per residential unit identified for the final map in Section C, Table 1 below. C. MAXIMUM SPECIAL TAX The Maximum Special Tax (MST) applicable to each assessor’s parcel in CFD No. 11 shall be specific to each final map within CFD No. 11. When additional property is annexed to CFD No. 11, the rate and method adopted for the annexed property shall reflect the MST for the final map or final maps then annexed. The Maximum Special Tax for Fiscal Year 2022-2023 for a residential unit within Final Tract Map No. 6283 is identified in Table 1 below: Table 1 Maximum Special Tax (Fiscal Year 2022-2023)* Final Tract Map Number** Maximum Special Tax 6283 $723.52 per Residential Unit *Beginning in January of each year, the MST will be adjusted upward annually by 2% or by the rise of the Construction Cost Index (CCI), if it exceeds 2%, for the San Francisco Region for the prior 12-month period (December through December) as published in the Engineering News Record, or published in a comparable index if the Engineering News Record is discontinued or otherwise not available. Each annual adjustment of the MST shall become effective on the subsequent July 1. ** A Special Tax shall be levied on all parcels within an identified final map except excluded parcels as identified in Attachment 1. EXHIBIT D D-5 D. METHOD OF LEVY AND COLLECTION OF THE SPECIAL TAX Commencing with Fiscal Year 2022-2023, the Special Tax shall be levied on all taxable parcels as follows: Step 1: Determine the Special Tax Requirement (as defined in Section A above) for the fiscal year in which the Special Tax will be collected; Step 2: Calculate the total special tax revenues that could be collected from taxable property within CFD No. 11 based on applying the Maximum Special Tax rates determined pursuant to Section C above to the number of residential units on each parcel of taxable property in CFD No. 11; If the amount determined in Step 1 is greater than or equal to the amount calculated in Step 2, levy the Maximum Special Tax set forth in Table 1 above on all parcels of taxable property in CFD No. 11; If the amount determined in Step 1 is less than the amount calculated in Step 2, levy the Special Tax proportionately against all parcels of taxable property up to 100% of the Maximum Special Tax for each subdivision as identified in Table 1, until the amount of the Special Tax levy equals the Special Tax Requirement for that fiscal year. The Special Tax for CFD No. 11 shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that CFD No. 11 may (under the authority of Government Code 53340), in any particular case, bill the taxes directly to the property owner off of the County of Fresno tax roll, and the Special Taxes will be equally subject to penalties and foreclosure if delinquent. E. EXEMPTIONS Notwithstanding any other provision of this Rate and Method of Apportionment of Special Tax, no Special Tax shall be levied on parcels that have been conveyed to a public agency, except as otherwise provided in City Law, and properties receiving a welfare exemption under subdivision (g) of Section 214 of the Revenue and Taxation Code. In addition, no Special Tax shall be levied on excluded parcels or parcels that are determined not to be developable lots. EXHIBIT D D-6 ATTACHMENT 1 City of Fresno Community Facilities District No. 11 Annexation No. 145 Excluded Parcels THERE ARE NO EXCLUDED PARCELS IN FINAL TRACT MAP NO. 6283 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-897 Agenda Date:6/8/2023 Agenda #: 1.-Q. REPORT TO THE CITY COUNCIL FROM:GREGORY A. BARFIELD, M.A., Assistant City Manager and Interim Director Department of Transportation BY:LINDA TAYLOR, Administrative Manager Department of Transportation ORIE J. RUBALCAVA, Senior Management Analyst Department of Transportation SUBJECT Authorize a three (3) year, with two (2) one (1) year options agreement between the City of Fresno and the Fresno Economic Opportunities Commission to fulfill the Consolidated Transportation Service Agency requirement for social service transportation in Urban Fresno County for a projected FY2024 Operations Program & Budget amount of $1,485,704. RECOMMENDATION Staff recommends Council authorize a three (3) year, with two (2) one (1) year options agreement between the City and Fresno Economic Opportunities Commission to fulfill the Consolidated Transportation Service Agency requirement for social service transportation in Urban Fresno County for a projected FY2024 Operations Program & Budget amount of $1,485,704. EXECUTIVE SUMMARY The purpose of the Consolidated Transportation Service Agency (CTSA) is to improve coordination and consolidation of social service transportation services in each California County. Fresno Council of Governments (FCOG) administers the funding, activities, and transportation programs of all CTSA service providers within the Fresno Metropolitan Area (FMA). In 2020, FCOG designated the City of Fresno/Fresno Area Express (FAX) and the Fresno County Rural Transit Agency (FCRTA) as the sole designees to manage the social service transportation services within the urban and rural areas of Fresno County, respectively. On April 3, 2023, FAX and FCRTA released a Joint Request for Proposals soliciting interested parties to manage and operate the Social Services Transportation services program within the rural and urban areas of Fresno County. On April 18, 2023, only one proposal from Fresno Economic Opportunities Commission (FEOC) was received. A Selection Committee comprised of both FAX and FCRTA members was assembled to evaluate the proposal. The Selection Committee unanimously agreed that FEOC met the qualifications for the Social Service Transportation services program and City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-897 Agenda Date:6/8/2023 Agenda #: 1.-Q. agreed that FEOC met the qualifications for the Social Service Transportation services program and recommended award of the agreement to FEOC. BACKGROUND CTSAs were created by Assembly Bill 120 (AB 120)in 1979,for the purpose of improving coordination and consolidating social service transportation services in each California County.The AB 120 legislation led to the creation of the AB 120 Action Plan by FCOG in 1982.This 1982 AB 120 Action Plan created three CTSAs for Fresno County:1)Clovis Urban Area -City of Clovis sole designee;2)FMA -FAX and Fresno Economic Opportunities Commission (FEOC)co-designees;and 3) Rural Fresno County - FCRTA and FEOC co-designees. In 2020,FCOG re-designated the CTSAs for the FMA as the following:FCRTA is now the sole designee for to administer the funding,activities,and transportation programs of all CTSA service providers in rural Fresno County;and the FAX is now the sole designee to administer the funding, activities,and transportation programs of all CTSA service providers within the urban FMA.As part of this designation,FAX receives Transportation Development Act (TDA)-Local Transit Funds (LTF) Article 4.5 for CTSA activities,and has the responsibility to ensure oversight and monitoring of fiscal activities related to these funds.These activities include but are not limited to:quarterly financial reporting by FEOC,review of all CTSA sub-agreements,financial audits of CTSA expenses,and management coordination meetings. Previously,Council approved an agreement for Social Service Transportation services with FEOC that went into effect on July 1,2021,and was subsequently extended by Council on June 16,2022. The previous agreement is due to terminate on June 30, 2023. On April 3,2023,FAX and FCRTA released a Joint Request for Proposals soliciting interested parties to manage and operate the Social Service Transportation services program within the rural and urban areas of Fresno County.On April 18,2023,only one proposal from FEOC was received.A Selection Committee composed of both FAX and FCRTA members was assembled to evaluate the proposal. The Selection Committee unanimously agreed that FEOC met the qualifications for the Social Service Transportation services program and recommended award of the agreement to FEOC for both the urban and rural services.FAX and FEOC now seek to enter into an agreement for the urban Social Service Transportation services for a term of three (3)years,with two (2)optional extensions of one (1)year each.The projected FY2024 Operations Program &Budget (OPB)totals $1,485,704 for this service. The updated OPB for FY2024 provides for ongoing coordination and consolidation of the following Social Service Transportation programs in the City of Fresno under the direction of FAX:Central Valley Regional Center (CVRC),California Veterans Home,Three Palms Mobile Home Park,Fresno County Department of Behavioral Health (DBH),Fresno EOC Food Services,Fresno EOC Head Start,Special Trips for Social Service Agencies,School District Gap Transportation,on demand services,the Arc of Fresno and Madera Counties,United Cerebral Palsy of Fresno (UCP).These FEOC contracts include services for low-income school children,low-income adults,elderly adults, and disabled adults.The proposed OPB includes detailed revenues and expenses accounted for separately for each service in the urban and/or rural areas.Under this proposal,personnel and overhead expenses are shared between the various partnerships and services.Capital expenses, City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-897 Agenda Date:6/8/2023 Agenda #: 1.-Q. such as construction or vehicle purchases, are not an allowable expense for LTF Article 4.5. The City Attorney has reviewed the Agreement and approved it to form. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act Guidelines Section 15378 the award of this contract does not qualify as a “project”;therefore,it is exempt from the California Environmental Quality Act requirements. LOCAL PREFERENCE Local preference was not implemented due to the nature of the joint proposal between rural and urban CTSA areas and state regulatory requirements for competitive bidding for this program. FISCAL IMPACT There is no fiscal impact to the General Fund from this request.This subaward agreement is funded by State of California TDA/LTF article 4.5 funding. Attachment: FEOC Operations Program and Budget Committee Report fort CTSA City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ FRESNO RURAL & URBAN SOCIAL SERVICE TRANSPORTATION PROPOSED OPERATIONS PROGRAM & BUDGET FOR FY 2023-2024 Providing safe and reliable transportation Table of Contents SECTION I: INTRODUCTION ........................................................................................................... 1 SECTION II: GOAL, OBJECTIVES, AND POLICIES ....................................................................... 3 Goal ...................................................................................................................................... 3 Objectives............................................................................................................................ 3 Policies ................................................................................................................................ 3 SECTION III: OVERVIEW OF SOCIAL SERVICE TRANSPORTATION ........................................ 6 Social Service Transportation Objectives ..................................................................... 6 Operational Objectives ..................................................................................................... 6 Centralized Administration ....................................................................................... 6 Consolidation of Funding .......................................................................................... 7 Centralized Dispatching............................................................................................. 7 Centralized Maintenance .......................................................................................... 7 Driver Training and Safety Programs ...................................................................... 9 Combined Purchasing .............................................................................................. 11 Vehicle Procurement ...................................................................................................... 11 Vehicle Inventory ............................................................................................................. 11 Personnel .......................................................................................................................... 12 SECTION IV: CONTRACT SERVICES ........................................................................................... 13 Urban Social Service Transportation Contracts ........................................................ 13 Rural Social Service Transportation Contracts .......................................................... 13 Social Service Transportation Contract Descriptions ............................................... 14 SECTION V: BUDGET SUMMARY ................................................................................................ 16 Urban Social Service Transportation ........................................................................... 16 Rural Social Service Transportation ............................................................................ 16 EXHIBIT A TRANSIT VEHICLE ROSTER...................................................................................... 17 EXHIBIT A CONTINUED TRANSIT VEHICLE ROSTER ............................................................... 17 EXHIBIT A CONTINUED MEAL DELIVERY VEHICLE ROSTER ................................................. 19 EXHIBIT B PROPOSED 2023-2024 SOCIAL SERVICE TRANSPORTATION ........................ 20 EXHIBIT C SOCIAL SERVICE TRANSPORTATION RIDERSHIP STATISTICS ......................... 21 URBAN RIDERSHIP STATISTICS ................................................................................... 21 EXHIBIT C CONTINUED SOCIAL SERVICE TRANSPORTATION RIDERSHIP STATISTICS ................................................................................................................. 22 RURAL RIDERSHIP STATISTICS .................................................................................... 22 EXHIBIT D SOCIAL SERVICE TRANSPORTATION PERFORMANCE INDICATORS .............. 23 URBAN SOCIAL SERVICE PERFORMANCE INDICATORS .......................................... 23 EXHIBIT E URBAN SOCIAL SERVICE TRANSPORTATION REVENUE 2022-2023 & 2023- 2024 ............................................................................................................................................... 24 EXHIBIT F URBAN SOCIAL SERVICE TRANSPORTATION EXPENDITURES 2022-2023 & 2023-2024 .................................................................................................................................... 25 EXHIBIT F-1 URBAN SOCIAL SERVICE EXPENDITURES BY CONTRACT 2022-2023 & 2023-2024 .................................................................................................................................... 26 EXHIBIT F-1 CONTINUED URBAN SOCIAL SERVICE EXPENDITURES BY CONTRACT 202 2- 2023 & 2023-2024 ..................................................................................................................... 27 EXHIBIT G RURAL SOCIAL SERVICE TRANSPORTATION REVENUE 202 2-2023 & 2023- 2024 ............................................................................................................................................... 28 EXHIBIT H RURAL SOCIAL SERVICE TRANSPORTATION EXPENDITURES 202 2-2023 & 2023-2024 .................................................................................................................................... 29 EXHIBIT H-1 RURAL SOCIAL SERVICE EXPENDITURES BY CONTRACT 2022-2023 & 2023-2024 .................................................................................................................................... 30 EXHIBIT H-1 CONTINUED RURAL SOCIAL SERVICE EXPENDITURES BY CONTRACT 2022- 2023 & 2023-2024 ..................................................................................................................... 31 1 SECTION I: INTRODUCTION Fresno Economic Opportunities Commission (Fresno EOC) submits this proposal to the Fresno County Rural Transit Agency (FCRTA) and the City of Fresno/Fresno Area Express (FAX) in response to the April 3,2023 Request For Joint Proposal (RFP). Fresno EOC has partnered with FCRTA and FAX in operating the Consolidated Transportation Service Agency (CTSA) and has been providing social service transportation since 1982. Fresno EOC has made available its relationships with many other social service agencies in providing CTSA services and will continue to do so with this proposal response. Fresno EOC is currently the lead social service transportation for the Consolidated Transportation Service Agency (CTSA) and has been providing social service transportation since 1982. Fresno EOC has made available its relationships with many other social service agencies in providing CTSA services and will continue to do so with pride. This OPB outlines how Fresno EOC Transit Systems will use its partnerships with at least ten other social service agencies or programs to enhance transportation to more social service agencies using the resources provided by FCRTA and FAX. These contracts include services for low-income school children, low-income adults, elderly adults, and disabled adults. Each of the service agreements serve specific groups in Urban Fresno, Rural Fresno County, or both. The attached budget includes detailed revenues and expenses accounted for separately for each service in the urban and/or rural areas. Within this budget, personnel and overhead expenses are shared between the various partnerships and services. While each service agreement (contract) has its own revenues and expenses, they each also have unique match requirements and terms (one, two or three years). The support from the CTSA Local Transportation Fund (LTF) for any one service is based on the balance of needs between all other services included in the urban or rural CTSA operation. This proposal intends to continue to assist FCRTA & FAX in meeting the following purposes: 1. Provide a program of operations, including an implementation schedule for new and/or modified services and a program budget for CTSA coordinated and consolidated social service transportation services for the program year July 1, 2023 through June 30, 2024. 2. Serve as a resource document for local elected officials, social service agencies and the general public. 3. Demonstrate the CTSA’s compliance with Section 99275.5 of the Public Utilities Code concerning Transportation Development Act (TDA) Local Transportation Funds (LTF) Article 4.5 claim evaluation criteria and required findings and with the COG Assembly Bill AB 120 Action Plan adopted February 1982 and as amended in April 1990. 4. Document efforts to improve coordination and consolidation of social service transportation services in order to: a. Demonstrate compliance with Chapter 1120 of the 1979 California Statutes 2 by addressing and substantiating which of the coordination benefits specifically listed in the legislation should be pursued by the CTSAs in the Fresno Metropolitan Area and Rural Fresno County. b. Create additional opportunities to utilize supplemental grant funding available from federal, state, and local assistance programs to support social ser vice transportation services by demonstrating that “coordination criteria” have been addressed. 3 SECTION II: GOAL, OBJECTIVES, AND POLICIES Through its contracts with FCRTA and FAX, Fresno EOC Transit Systems as a sub grantee will address the following CTSA goal, objectives, and policies delineated in Chapter 1120 of the 1979 California Statutes and the Assembly Bill 120Action Plan. These are as follows: Goal PROVIDE SAFE, RELIABLE TRANSPORTATION FOR AGENCIES BY PROMOTING IMPROVED COORDINATION AND CONSOLIDATION OF AVAILABLE RESOURCES. Objectives • Centralize administration to eliminate duplicative administrative requirements. • Identify and consolidate all sources of funding to provide more effective and cost - efficient services. • Centralize dispatching for more efficient vehicle use. • Centralize maintenance for adequate, regular, and more cost -effective vehicle maintenance. • Implement an exemplary driver-training program for safer vehicle operation and lower insurance costs. • Combined purchasing and pricing bid/quotes for more effective cost savings. Policies • Fresno EOC’s centralized administration will utilize, to the maximum extent possible, existing public and private administrative capabilities and expertise. • The following policies provide a framework f or developing a sound public transportation system throughout Fresno County. They expand upon previously stated overall Regional Transportation Plan (RTP) goals, objectives and policies and are more specifically targeted toward the public and social servic es transportation system. Fresno EOC will work with the CTSAs (City of Fresno & FCRTA) to continue the following policies: I. Pursue expanded federal, state, and local funding for social service transportation. II. Provide transportation to the eligible agencies within defined service areas, focusing on transportation needs of low-income, elderly, and disabled persons. • Support coordination and consolidation of social service transportation and promote effective and efficient use of existing resources. This will in clude seeking partnerships 4 with more social service agencies in Fresno County. • Encourage safety, appropriate frequency of bus service, reasonable fares, and the provision of adequate service to satisfy transportation needs which are determined to be reasonable to meet. • Incorporate a variety of public transportation services and vehicles, as warranted, throughout the County. • Encourage the private sector to engage in the provision of public transportation services. • Advantages and disadvantages of projects are considered; factors include economic, environmental, and social factors. • Existing sources of funding utilized prior to the Social Service Transportation Improvement Act (Assembly Bill 120) shall, to the maximum extent possible, be continued. • Consolidation of services shall, to the maximum extent possible, utilize existing agency operating and maintenance personnel and expertise. • FCRTA and FAX will utilize their regulatory role over Transportation Development Act (TDA) funds by monitoring and evaluating the performance of the CTSAs through the TDA claim process, an annual financial audit, an annual productivity evaluation, a triennial performance audit, and the CTSAs’ compliance with the AB 120 Action Plan. • FCRTA and FAX, as part of their on-going transportation planning process, which includes review by various technical committees, shall review CTSA designates’ compliance with the AB 120 Action Plan annually, at a minimum. • FCRTA and FAX will continue to encourage members to evaluate their financial commitments to local social service projects (which either in full or in part provides transportation services) and make appropriate recommendations for proper coordination with the CTSA to maximize the effective use of local transportation dollars. • FCRTA and FAX will insure overall TDA/LTF Article 4.5 funds will not be expended without the minimum match requirement with other available funds to the CTSA. • Fresno EOC as the lead social service agency under the CTSAs will maintain, at a minimum, an overall farebox revenue-to-operating cost ratio of fifty-five percent (55%) for all CTSA transportation services. The required fare box revenue may consist of fares, donations and/or social service agency revenues. • Fresno EOC will evaluate all the Rural and Urban agencies within CTSAs annually and forward the information as appropriate to the FCOG’s Social Services Transportation Advisory Council (SSTAC) Productivity Evaluation Committee. SSTAC evaluation shall 5 include recommendations regarding changes and improvements in existing CTSA services. The SSTAC shall be responsible for reviewing performance standards to be used in the evaluation process. Performance standards shall take into consideration the special needs that are being responded to by the CTSA and the goals of AB 120. The SSTAC evaluation process shall take place prior to the annual submission of the OPB to the COG to allow for the inclusion of any SSTAC recommendations in the OPB. 6 SECTION III: OVERVIEW OF SOCIAL SERVICE TRANSPORTATION Social Service Transportation Objectives It is the goal of the Fresno Rural and Urban CTSA administered by FCRTA and FAX to work toward improved social service transportation through coordination and consolidation of transportation services. The Fresno urban and rural CTSAs will work to achieve the following six objectives: • Centralized Administration • Consolidated Funding • Centralized Dispatching • Centralized Maintenance • Driver Training Programs • Combined Purchasing Fresno EOC, as the lead social service agency, will be the liaison between the social service contracts and agencies participating in the Social Service Transportation program and reporting to the City of Fresno and FCRTA, as public agencies to provide public accountability for Social Service Transportation operations. Fresno EOC’s contracted companies and agencies are composed of social service agencies operating various social service programs. Fresno EOC attempts to maximize resource utilization while responding to needs through the coordination of existing resources combined with new resources. Going forward, a major goal and objective of FCRTA and FAX as the Fresno Rural and Urban CTSAs is to increase the number of social service agencies that Fresno EOC will contract with and form partnerships within Fiscal Year 2023-24 and beyond. Operational Objectives Fresno EOC, on behalf of FCRTA and FAX, will continue to implement the coordination and consolidation objectives, as follows: Centralized Administration Fresno EOC currently operates transportation services for numerous social service programs. Centralized administration of these contracts has resulted in the ability to amalgamate with other agencies to provide a broader-based and a more comprehensive view of service needs and objectives. This enhanced planning capability has resulted in a more effective utilization of available funds. Fresno EOC has continued to serve as a technical advisor and clearinghouse for small community-based organizations and other governmental member agencies. Staff time 7 devoted to administration has been reduced and other cost savings have been affected as a result of increased technical expertise utilized in service planning and delivery. For example, the Central Valley Regional Center (CVRC) requires transportation for approximately 450 consumers from home to approximately 18 locations. Centralized administration allows for CVRC staff and home providers to communicate with a single source to coordinate very complex operations each day. Consolidation of Funding Consolidating funding under the Fresno EOC contracts allows for economies of scale when purchasing capital equipment and leveraging funds for the operations. Fresno EOC anticipates receiving various operating revenues from social service agencies in FY 2023-24. These revenues contribute to the minimum required fare box match requirements of 55%. These match projected percentages include all non TDA funds as a match. Consolidation of funds increases leverage in purchasing vehicles. As necessary, Fresno EOC applies for Federal Transportation Administration (FTA) Section 5310 Capital Grants to purchase new vehicles and other equipment, such as two-way radios, wheelchair lifts, and computer equipment and software, to keep the fleet current. Keeping the fleet up to date is important for the reliability of vehicle service to our customers; it also assists in maintaining a more constant vehicle maintenance expense and cost of maintenance per vehicle. Currently those FTA Grants are utilizing toll credits for the local match. Centralized Dispatching Fresno EOC has consolidated dispatching into one central center. The specific benefits of dispatch consolidation are the reduction of transferred calls, a better regional awareness within the County, consistency, expertise, economic and operational efficiencies and better accountability, data and customer service. Fresno EOC employs up to eight dispatchers depending on deman d with each station equipped with multi-line telephone systems and computers with dual monitors. The software system has scheduling, database, and mapping systems. Each dispatch station also has two-way radio microphones with separate audio listening devices, and various protocol references and quick reference procedures. The internet service is supported by fiber optic service lines for maximum speed and capacity. Bilingual dispatchers are on duty and several bilingual personnel are available for interpreting needs in several languages. Centralized Maintenance Fresno EOC began operation of a centralized maintenance facility on March 3, 1987. Fresno EOC offers a preventative maintenance program that provides on -site maintenance services. To accompli sh this goal, all preventative maintenance work (defined as tune-ups, oil changes and lubes, complete brake work and other minor repairs) is performed at the Transit Systems maintenance service facility, located at 8 3110 W. Nielsen Avenue in Fresno, by professionally certified mechanics. This preventative repair work is required by California Highway Patrol (CHP) regulations, and repairs are performed according to existing preventative maintenance schedules approved by the CHP for all motor carriers. All repairs are subsequently recorded and filed as approved by the California Motor Carrier Division for general record keeping and vehicle history documentation. Additionally, the Fresno EOC maintenance department is currently utilizing maintenance tracking software, which has greatly enhanced record keeping and reporting capabilities. In April of 2022 Fresno EOC received a “satisfactory” rating from the California Highway Patrol (CHP) Motor Carrier Division, which is the highest rating given by the CHP. Transit Systems has earned this satisfactory rating each year since inception. Fresno EOC continues to look to market its services to other social service agencies. Fresno EOC has entered into a contract with The Arc of Fresno and Madera Counties to provide preventative maintenance services to 70 ADA compliant vehicles. The facility has room to expand to meet increased demand, as well as accommodate the infrastructure for future electric vehicle needs. Fresno EOC continues to expand the preventative maintenance services to other external partners. Transit Systems mechanic productivity and all vehicle repairs are entered into a vehicle maintenance software tracking program. Fresno EOC continues to offer very competitive labor rates for maintenance services. They provide all maintenance for the transit fleet as well as a few other Fresno EOC programs such as the ARC, Local Conservation Corps, Sanctuary, and support services program. Service Schedule All repairs and preventive maintenance services are scheduled based on the Daily Driver Pre-Trip Report forms which are turned in each day after routes are completed. These forms log the daily miles travelled and note any problems that the vehicle may have on a particular day. The service inter vals are based on mileage or days, whichever comes first (school bus: 3,000 miles or 45 days; B- bus: 5,000 miles). Labor Rate The shop labor rate is set well below most regular shop labor rates due to operational efficiencies and our non -profit status. All outside agencies will receive the lowest negotiated rate possible for their fleet size. Equipment/Parts The maintenance facility is equipped with tools such as scanners, brake lathes, high tonnage lifts, automated lube equipment, tire machinery and other necessary shop tools. The parts storage room is stocked with filters, alternators, specialty vehicle parts and various dealer items. Bids are taken annually to assure the best possible price and service. 9 Mechanics The five mechanics have a combined experience of over 150 years and each mechanic is ASE Certified in various categories. All are capable of working on a variety of vehicles including gasoline, and diesel fueled. Driver Training and Safety Programs Fresno EOC has developed a comprehensive program for training, ongoing training, and new hires that are available to the City of Fresno, Fresno Area Express (FAX), the City of Clovis, the Fresno County Rural Transportation Agency (FCRTA), as well as various other transit agencies working within the CTSA. Demand-response transit drivers are required to obtain a Special Driver Certificate through the California Highway Patrol. All drivers w ho seek a certificate or need to renew a certificate must be reviewed by the California Highway Patrol and approved by the DMV. Our stand by drivers complete the California Department of Education’s approved Bus Driving Course. Our California State Certified Instructors are certificated through the Department of Education to teach this course. Fresno EOC has successfully become part of FMCSA Training provider registry (TPR) and are federally registered for the Entry Level Driver Training (ELDT). To be listed on the TPR, training providers need to meet specific requirements addressing Curriculum, Facilities, Vehicles and equipment, and Instructors. Fresno EOC has exceeded the FMSCA federal requirements and State requirements by giving original applicants more than the required training which consists of a minimum of 40 hours of total instruction. Training includes but is not limited to 20 hours of classroom and 20 hours of behind-the-wheel training. This course provides the individual with the information needed to become a professional commercial driver. The minimum 20 hours of classroom instruction includes, but not limited to, knowledge of laws and regulations, defensive driving, specialized defensive driving, passenger loading and unloading and special needs for the developmentally disabled. This is to ensure efficient safe transportation and proper training to pass the state-required driving test. All drivers who wish to keep their certificates current must acquire 10 hours of in-service each year and, when they are up for renewal, they must complete 10 hours of classroom training. We have an informative program to keep all our drivers current with their renewal requirements. The study materials used are the current and up-to-date DMV California Driver handbook, DMV Commercial Handbook, Passenger Transportation Safety Handbook, Transportation Safety Institute, and other materials required for each lesson. Fresno EOC conducts mandatory driver in-service meetings held five times a year. The mandatory driver in-service meetings are specialized training for the drivers. Topics covered include but not limited to defensive driving techniques, emergency procedures, passenger management, loading and unloading passengers safely, use of special 10 equipment such as wheelchairs, wheelchair lifts, wheelchair 7-point tie-downs, and vehicle safety and ADA and Cal/OSHA requirements. Drivers are informed of any new or existing laws or regulations that are added or changed. One of the five meetings is hands-on training. This is where vehicles and events are planned, and drivers get hands-on training through demonstrations. One event may include a session on vehicle breakdowns or how to safely conduct yourself after being involved in an accident. Other events may include bus evacuation demonstrations, blind spots tips and use of mirrors, wheelchair safety inspection, and wheelchair 7 -point tie down system and wheelchair lift procedures. Fresno EOC Transit Systems Training has a comprehensive program to keep our drivers’ skills proficient. This includes yearly driving assessments to assess drivers’ skills and safety. During the driving assessments, additional training is identified and scheduled. The Safety Team consists of a Manager/Director, Agency Safety Coordinator, a Transit Supervisor, Union stewards or representatives, and two non-management employees, one of which is a mechanic. The Safety Team meets at least monthly. The goal of this team is to discuss on-the-job injuries and/or vehicle accidents prevention and keen an up-to-date Safety Program. This team has had a positive impact on Fresno EOC Transit Systems safety record. Fresno EOC encourages employees to offer safety suggesti ons. The Safety Team reviews all suggestions, and they are reviewed at the mandatory safety meetings. Fresno EOC has a safety video library. The library consists of training videos and is expanding to ensure up-to-date education on vital safety procedures and the critical elements of safe driving. The success of these trainings and efforts of the Safety and Training Manager has shown through in this past year. We have had some of the safest years ever at Transit Systems. Workers compensation injuries have also been almost non-existent due to the increased safety efforts of the new Safety and Training Manager. Fresno EOC offers an instructional class in American Red Cross First Aid and Cardiopulmonary Resuscitation (CPR). The Safety and Training Manager is American Red Cross certified to teach First Aid, Cardiopulmonary Respiratory (CPR), and Automated external defibrillator (AED) for adult and pediatric. All drivers attend this course and every two years renew their certificate. This course teaches drivers to identify and eliminate potentially hazardous conditions in their environment, recognize emergencies and make appropriate decisions for first aid care. It teaches the knowledge and skills that individuals in the workplace need to know to give immediate care to an ill or injured person until more advanced medical care arrives. Fresno EOC continues to be enrolled in the California Department of Motor Vehicles (DMV) Pull Notice Program. This program allows the employer to receive updated information on each driver. It is generated every 12 months. If a driver has any activity on his or her driving record, DMV will automatically generate a pull notice and send to 11 the employer. The DMV Pull Notice Program enables Fresno EOC to identify drivers who may be receiving a suspension or revocation. The driver is informed about the actions and may take care of any situations before the suspension. If a suspension takes place, the employer can take measures to ensure the driver does not drive until the action is lifted. Combined Purchasing Social service transportation conforms to the purchasing policy as established by the Fresno EOC Finance Department and is reviewed by the Internal Auditors. Annual bidding is performed in order to compare market costs and utilize the lowest cost for goods and services. This bidding includes vehicle best quality at the parts, fuel, insurance policy coverages, and all other major goods and services. All goods and services over $5,000 are purchased with a minimum of three (3) vendor quotes. Goods and services over $75,000 require 3 written cost quotations. Any purchases over $150,000 must follow formal bid purchases and be approved by the Fresno EOC Board. Vehicle Procurement Fresno EOC Transit Systems is consistently seeking to modernize its fleet through various public and private funding opportunities. During the 2021 Fresno COG FTA 5310 process, Fresno EOC applied and was selected to receive two (2) buses valued at $270,000. As explained below, the average age of the fleet is 1 0+ years old, requiring significant investment in the years to come. Transit Systems is also looking into the possibility of leasing as it is a more cost-effective option to purchase new vehicles. Fresno EOC is currently in the process of developing an alternative fuel program, and as such is prioritizing the procurement of vehicles with greater fuel efficiency, including electric and natural gas vehicles and their respective infrastructures. Fresno EOC has leased ten cargo vans for Food Service meal delivery. Transit has received five vehicles to date and is waiting for the additional five vehicles to be built. The cost of upkeep of the new vehicles will provide savings compared to the older vehicles. Vehicle Inventory Fresno EOC’s Transit Systems’ fleet, as of March 1, 2023, consists of the following: Vehicle Description Fuel Type Number 1. School Buses Diesel 28 2. Wheelchair Cutaway Vans Gasoline 47 3. Small Mini-Vans Gasoline 5 4. Meal Delivery Vans Gasoline 24 Total Vehicles 104 Complete Vehicle Inventory is found in Exhibit A. As can be seen in Exhibit A, many vehicles will need to be replaced in the coming years and will be identified in a separate Fleet Analysis 12 currently being drafted. Personnel Fresno EOC operates the majority of the services included; however, a few of them (as noted in Contract Services) are operated independently and Fresno EOC is involved strictly to provide funding and administrative support. Transit Systems is staffed as follows: Position Number of Personnel Transit Systems Director 1 Operations Manager 1 Safety & Training Manager 1 Road Safety Coordinator 2 Finance Manager 1 Contract General Manager 1 Vehicle Maintenance Manager 1 Administrative Assistant 1 Transit Supervisor I 1 Data Support Specialist 2 Route Planner/Scheduler 2 Dispatcher 7 Driver 78 Vehicle Detailer 2 Mechanic/Technician (Vehicle and CNG) 5 Program Assistant 1 Total 107 The management team holds regularly scheduled management meetings to discuss operations, training, safety administrative issues and other items on the agenda. 13 SECTION IV: CONTRACT SERVICES Urban Social Service Transportation Contracts Fresno EOC coordinates and consolidates the following social service transportation in Fresno City under the direction of the City of Fresno: • Central Valley Regional Center (CVRC) • California Veterans Home (City of Fresno) • Three Palms Mobile Home Park (City of Fresno) • Fresno County Department of Behavioral Health (DBH) • Fresno EOC Food Services • Fresno EOC Head Start • Special Trips for Social Service Agencies • School District Gap Transportation • On Demand Services • The Arc of Fresno and Madera Counties • United Cerebral Palsy of Fresno (UCP) Rural Social Service Transportation Contracts Fresno EOC coordinates and consolidates the following social service transportation in Fresno County under the direction of the FCRTA: • Central Valley Regional Center (CVRC) • Fresno EOC Head Start • Fresno EOC Food Services • Special Trips for Social Service Agencies • On Demand Services • The Arc of Fresno and Madera Counties • United Cerebral Palsy (UCP) 14 Social Service Transportation Contract Descriptions Fresno EOC’s service contracts for FY 2023-24 are detailed as follows: • Central Valley Regional Center (CVRC): Transit Systems will provide contract services with CVRC for weekday round-trip passenger service from the program’s developmentally disabled consumer’s residence to various training and educational sites throughout Fresno County. CVRC continues to pay for transportation services based on the number of clients currently being served. Our client list is consistently growing. This service will be provided in both the urban and rural social service transportation operations • California Veterans Home , West Park Residents & Three Palms Mobile Home Park (City of Fresno): Transit Systems will provide lifeline services to the Californi a Veterans Home on South Marks, West Park Residents located 5 miles southwest of downtown Fresno, and the Three Palms Mobile Home Park on Golden State Avenue near Clinton Avenue. This service will be provided in the urban social service transportation operations. This service is a demonstration and will be reevaluated annually. • Fresno County Department of Behavioral Health (DBH): Transit Systems will provide transportation for DBH clients residing in the City of Fresno between mental health facilities in the Central Valley. This service will be prov ided in the urban social service transportation operations. • Fresno EOC Food Services: Transit Systems delivers meals to congregate meal sites for seniors and low-income children throughout Fresno County, as well as to homebound seniors. This service will be provided in both the urban and rural social service transportation operations. • Fresno EOC Head Start: Transit Systems supports the Head Start program for low - income families with student transportation to sites that require that service. Up to twelve sites will need student transportation in the upcoming program year. This service will be provided in both the urban and rural social service transportation operations. • Special Trips for Social Service Agencies: Fresno EOC will provide special transportation services for non-profit groups, such as the Fresno Farm Bureau, Head Start, Fresno County Department of Education, City of Fresno etc., upon availability of vehicles and driving personnel. Demand for these trips has increased exponentially, especially during the summer months. This service will be provided in both the urban and rural social service transportation operations. • School District Gap Transportation : Fresno EOC will provide transportation services for students with physical and intellectual disabilities who are between 18 & 22 years of age. These individuals will transfer to CVRC after the age of 22. The transportation will be to program, work or other necessary locations. This service will be provided in the urban social service transportation operations. 15 • Taxi Scrip: The Measure C Senior Scrip program provides alternative, re liable and affordable transportation to Fresno County residents who are 70 years of age and older with transportation by Uber, Lyft, EOC transit, and participating taxi companies. Eligible seniors receive a 75% discount on ride fares by purchasing up to $200 worth of senior scrip per month, in their choice of paper scrip for use with taxi rides, or in electronic credit for use with Lyft/Uber rides. Senior Scrip can be used as needed at any time, 24 hours a day, 7 days a week. • On Demand Services: This service provides transportation for the elderly. Transit Systems will support the operations of On demand services with Local Transportation Fund (LTF) dollars. The rate at which these funds will be supplemented will not exceed 45% of their eligible operating expenses. This service will be provided in both the urban and rural social service transportation operations . • The Arc Fresno/Madera Counties: This service provides transportation for people with intellectual and physical disabilities. Transit Systems will support the operations of Arc of Central California by supplementing their operating expenses with LTF dollars. The rate at which these funds will be supplemented will not exceed 45% of their eligible operating expenses. This service will be provided in both the urban and rural social service transportation operations. Transit Systems will also support The Arc by providing vehicle maintenance on 70 vehicles. • United Cerebral Palsy of Fresno (UCP): This service provides transportation for people with physical and intellectual disabilities. Transit Systems will support the operations of UCP by providing supplementing their operating expenses with LTF dollars. The rate at which these funds will be supplemented will not exceed 45% of their eligible operating expenses. This service will be provided in both the urban and rural social service transportation operations. 16 SECTION V: BUDGET SUMMARY The budget below for 2023-2024 totals $6,210,667 for urban social service transportation and $2,206,000 for rural social service transportation. The tables below show an overview of the expected revenue for FY 2022-2023, with a detailed budget provided in Exhibits F-1 and H-1. Urban Social Service Transportation Rural Social Service Transportation Fresno City (FAX) Augmentation = * Contract CONTRACT REVENUE TDA / LTF 4.5 Total CVRC $3,182,000 $900,000 $4,082,000 FRESNO EOC HEAD START $139,000 $40,000 $179,000 ALL MEAL DELIVERY $523,000 $140,000 $663,000 SPECIAL TRIPS $328,000 $81,000 $409,000 CITY OF FRESNO - VETERANS HOME $215,825 $58,200 $274,025 CITY OF FRESNO - WEST PARK $2,225 $600 $2,825 CITY OF FRESNO - THREE PALMS $4,450 $1,200 $5,650 FRESNO COUNTY DBH $61,500 $20,000 $81,500 SD GAP TRANSPORTATION $26,000 $21,000 $47,000 ON DEMAND SERVICES $48,889 $40,000 $88,889 THE ARC FRESNO $103,889 $85,000 $188,889 UCP FRESNO $103,889 $85,000 $188,889 Totals $4,738,667 $1,472,000 $6,210,667 Contract CONTRACT REVENUE TDA / LTF 4.5 Total CVRC $986,500 $405,000 $1,391,500 FRESNO EOC HEAD START $66,000 $25,000 $91,000 ALL MEAL DELIVERY $203,000 $84,000 $287,000 SPECIAL TRIPS $27,400 $9,100 $36,500 ON DEMAND SERVICES $36,667 $30,000 $66,667 ARC FRESNO $91,667 $75,000 $166,667 UCP $91,667 $75,000 $166,667 TOTAL BUDGET $1,502,900 $703,100 $2,206,000 17 EXHIBIT A TRANSIT VEHICLE ROSTER PASSENGER VEHICLES Vehicle #VIN (Last 5)Yr/Make Capacity Amb/WC Fuel Type Contract Use 1 38 96736 2010 Braun minivan 5/2 unleaded gas CalWorks 2 39 96738 2010 Braun minivan 5/2 unleaded gas CalWorks 3 40 96741 2010 Braun minivan 5/2 unleaded gas CalWorks 4 42 32272 2014 Braun minivan 5/2 unleaded gas CalWorks 5 90 10961 '95 GMC 48 diesel Head Start 6 92 10963 '95 GMC 48 diesel Head Start 7 93 10964 '95 GMC 48 diesel Head Start 8 94 10965 '95 GMC 48 diesel Head Start 9 96 10449 '96 GMC 48 diesel Head Start 10 99 32496 99 GMC 48 diesel Head Start 11 100 32497 99 GMC 48 diesel Head Start 12 101 32498 99 GMC 48 diesel Head Start 13 102 32499 99 GMC 48 diesel Head Start 14 104 66461 2003 Thomas 48 diesel Head Start 15 105 66462 2003 Thomas 48 diesel Head Start 16 106 66463 2003 Thomas 48 diesel Head Start 17 107 66464 2003 Thomas 48 diesel Head Start 18 108 66465 2003 Thomas 48 diesel Head Start 19 109 66466 2003 Thomas 48 diesel Head Start 20 110 66467 2003 Thomas 48 diesel Head Start 21 120 15034 2004 Thomas 60/34/2w-c diesel Head Start 22 121 15032 2004 Thomas 60/34/2w-c diesel Head Start 23 122 15033 2004 Thomas 60/34/2w-c diesel Head Start 24 123 34404 2005 Blue Bird 60/34/2w-c diesel Head Start 25 124 79641 2009 Thomas 60/34/2w-c diesel Head Start 26 128 17879 2011 Intl. 60/34/2w-c diesel Head Start 27 129 17880 2011 Intl. 60/34/2w-c diesel Head Start 28 130 17881 2011 Intl. 60/34/2w-c diesel Head Start 29 131 94706 2012 Intl. 60/34/2w-c diesel Head Start 30 132 50083 2019 THOMAS 60/2 diesel Head Start 31 133 Y2033 2019 THOMAS 45/0 diesel Head Start 32 134 Y2034 2019 THOMAS 45/0 diesel Head Start 33 479 23991 2006 E450 6/16 unleaded gas CVRC / Misc. B/P 34 485 18795 2007 E450 6/16 unleaded gas CVRC / Misc. B/P 35 487 18816 2007 E450 6/16 unleaded gas CVRC / Misc. B/P 36 490 18815 2007 E450 6/16 unleaded gas CVRC / Misc. B/P 37 491 18820 2007 E450 6/16 unleaded gas CVRC / Misc. B/P 38 493 81012 2008 E450 6/16 unleaded gas CVRC / Misc. B/P 39 497 74512 2008 E450 6/16 unleaded gas CVRC / Misc. B/P 18 EXHIBIT A TRANSIT VEHICLE ROSTER (CONTINUED) 40 500 78033 2008 E450 6/16 unleaded gas CVRC / Misc. B/P 41 502 1416 2010 E450 6/16 unleaded gas CVRC / Misc. B/P 42 504 3755 2010 E450 6/16 unleaded gas CVRC / Misc. B/P 43 505 3758 2010 E450 6/16 unleaded gas CVRC / Misc. B/P 44 506 12409 2011 6/16 unleaded gas CVRC / Misc. B/P 45 507 12411 2011 6/16 unleaded gas CVRC / Misc. B/P 46 508 7276 2011 6/16 unleaded gas CVRC / Misc. B/P 47 509 7275 2011 6/16 unleaded gas CVRC / Misc. B/P 48 512 7279 2011 6/16 unleaded gas CVRC / Misc. B/P 49 514 12410 2011 6/16 unleaded gas CVRC / Misc. B/P 50 515 11418 2007 4/18 unleaded gas CVRC / Misc. B/P 51 517 51037 2013 6/16 unleaded gas CVRC / Misc. B/P 52 518 56969 2013 6/16 unleaded gas CVRC / Misc. B/P 53 519 56970 2013 6/16 unleaded gas CVRC / Misc. B/P 54 520 56972 2013 6/16 unleaded gas CVRC / Misc. B/P 55 521 56975 2013 6/16 unleaded gas CVRC / Misc. B/P 56 522 56974 2013 6/16 unleaded gas CVRC / Misc. B/P 57 523 56977 2013 6/16 unleaded gas CVRC / Misc. B/P 58 524 7604 2015 6/16 unleaded gas CVRC / Misc. B/P 59 525 7594 2015 6/16 unleaded gas CVRC / Misc. B/P 60 526 7601 2015 6/16 unleaded gas CVRC / Misc. B/P 61 527 7596 2015 6/16 unleaded gas CVRC / Misc. B/P 62 529 7597 2015 6/16 unleaded gas CVRC / Misc. B/P 63 530 7612 2015 6/16 unleaded gas CVRC / Misc. B/P 64 531 7609 2015 6/16 unleaded gas CVRC / Misc. B/P 65 532 17737 2015 2/20 unleaded gas CVRC / Misc. B/P 66 533 17746 2015 2/20 unleaded gas CVRC / Misc. B/P 67 534 19893 2015 2/20 unleaded gas CVRC / Misc. B/P 68 535 50427 2016 6/16 unleaded gas CVRC / Misc. B/P 69 536 51406 2016 6/16 unleaded gas CVRC / Misc. B/P 70 537 51414 2016 6/16 unleaded gas CVRC / Misc. B/P 71 538 51418 2016 6/16 unleaded gas CVRC / Misc. B/P 72 539 45323 2020 6/16 unleaded gas CVRC / Misc. B/P 73 540 45330 2020 6/16 unleaded gas CVRC / Misc. B/P 74 541 43823 2020 6/16 unleaded gas CVRC / Misc. B/P 75 542 43816 2020 6/16 unleaded gas CVRC / Misc. B/P 76 543 45331 2020 6/16 unleaded gas CVRC / Misc. B/P 77 544 20681 2021 6/16 unleaded gas CVRC / Misc. B/P 78 545 20649 2021 6/16 unleaded gas CVRC / Misc. B/P 79 546 20666 2021 6/16 unleaded gas CVRC / Misc. B/P 80 43 88635 2016 5/2 unleaded gas CalWorks Total Passenger Vehicles:80 19 EXHIBIT A MEAL DELIVERY VEHICLE ROSTER MEAL DELIVERY VEHICLES Vehicle #VIN (Last 5)Yr/Make Capacity Amb/WC Fuel Type Contract Use 1 337 39374 2008 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 2 338 39375 2008 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 3 339 37376 2008 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 4 340 39377 2008 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 5 341 1807 2008 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 6 342 1681 2008 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 7 343 10692 2008 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 8 344 38434 2009 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 9 345 7289 2010 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 10 346 7288 2010 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 11 347 7290 2010 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 12 353 34558 2010 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 13 354 61583 2013 Ford Ford Box Truck w/lift unleaded gas Sr. meals / HS meals 14 355 61119 2013 Ford Ford Freezer van unleaded gas Sr. meals / HS meals 15 356 49088 2013 Ford Ford Freezer van unleaded gas Sr. meals / HS meals 16 357 61130 2013 Ford Ford Freezer van unleaded gas Sr. meals / HS meals 17 358 19700 Chevy Cargo Van FMAAA donated unleaded gas Sr. meals / HS meals 18 359 96272 2016 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 19 360 96273 2016 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 20 361 96274 2016 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 21 362 96275 2016 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 22 363 96276 2016 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 23 364 96277 2016 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals 24 365 96278 2016 Ford cargo-meal Delivery unleaded gas Sr. meals / HS meals Total Meal Delivery Vehicles:24 KEY CVRC: Central Valley Regional Center DSS: Fresno County Department of Social Services (CalWORKS) FMAAA: Fresno Madera Area Agency on Aging HS: Fresno EOC Head Start 0 to 5 ST: Special Trips for Social Service Agencies Sr.: Senior Vet: California Veterans Home EXHIBIT B PROPOSED 2023-24 SOCIAL SERVICE TRANSPORTATION   MAINTENANCE AGENCY General Low- Income Seniors Disabled Student Congregate Home-Bound Vehicles Arc of Central California X City of Fresno - Veterans Home X X X X City of Fresno - West Park X X X X City of Fresno - Three Palms X X X X Central Valley Regional Center     X       X Fresno County Department of Behavioral Health X X X Fresno EOC Food Services         X X X Fresno EOC Head Start   X     X X   X On demand services X United Cerebral Palsy of Central California X Special Trips for Social Service Agencies X X X X X     X   MAINTENANCE AGENCY General Low- Income Seniors Disabled Student Congregate Home-Bound Vehicles Arc of Central California X Central Valley Regional Center     X       X Fresno EOC Head Start   X     X X   X Fresno EOC Food Services         X X X On demand services X United Cerebral Palsy of Central California X Special Trips for Social Service Agencies X X X X X     X URBAN MEAL DELIVERYTRANSPORTATION RURAL TRANSPORTATION MEAL DELIVERY EXHIBIT C SOCIAL SERVICE TRANSPORTATION RIDERSHIP STATISTICS URBAN RIDERSHIP STATISTICS FY 2022-23 (PROJECTED) SERVICE DESCRIPTION PASSENGER VEHICLE VEHICLE TYPE TRIPS HOURS MILES PASSENGER TRANSPORTATION Senior Programs City of Fresno - Veteran's Home Rideshare 3,291 2,380 17,709 City of Fresno - West Park 34 25 183 City of Fresno - Three Palms 68 49 365 Subtotal 3,393 2,454 18,257 Student (School Bus) Programs Head Start Consolidate 6,727 1,333 17,947 Subtotal 6,727 1,333 17,947 Disabled Programs United Cerebral Palsy (UCP)Rideshare 9,612 9,389 178,437 The Arc of Fresno Rideshare 23,167 18,747 278,889 School District Gap Transportation Rideshare 0 0 0 Central Valley Regional Center Rideshare 86,169 29,776 482,610 Subtotal 118,947 57,912 939,936 Low Income/Social Service Programs: On demand services Timeshare 9 2 73 Department of Behavior Health Timeshare 0 0 0 Special Functions (Field Trips)Timeshare 1,198 1,184 14,189 Subtotal 1,207 1,186 14,262 Passenger Totals 130,274 62,885 990,402 SERVICE DESCRIPTION PASSENGER VEHICLE VEHICLE TYPE MEALS HOURS MILES MEAL DELIVERY TRANSPORTATION Center & Hmbnd. ALL Fresno EOC Meal Delivery Timeshare 1,014,154 10,423 134,130 Delivery Total 1,014,154 10,423 134,130 FRESNO URBAN OPB TOTALS 1,144,428 73,308 1,124,532 EXHIBIT C SOCIAL SERVICE TRANSPORTATION RIDERSHIP STATISTICS (CONTINUED) RURAL RIDERSHIP STATISTICS FY 2022-23 (PROJECTED) SERVICE DESCRIPTION PASSENGER VEHICLE VEHICLE TYPE TRIPS HOURS MILES PASSENGER TRANSPORTATION Student (School Bus) Programs Head Start Consolidate 5,076 525 3,588 Subtotal 5,076 525 3,588 Disabled Programs United Cerebral Palsy (UCP)Rideshare 29,571 11,430 245,470 The Arc of Fresno Rideshare 17,030 12,319 230,354 Central Valley Regional Center Rideshare 4,769 4,761 89,952 Subtotal 51,370 28,509 565,776 Low Income/Social Service Programs: On demand services; PACE, Uber, Lyft, Others Timeshare 7 1 47 Special Functions Timeshare 57 330 5,642 Subtotal 63 332 5,689 Passenger Totals 56,510 29,366 575,053 SERVICE DESCRIPTION PASSENGER VEHICLE VEHICLE TYPE MEALS HOURS MILES MEAL DELIVERY TRANSPORTATION Center & Hmbnd. ALL Fresno EOC Meal Delivery Timeshare 292,066 4,499 115,140 Delivery Total 292,066 4,499 115,140 FRESNO RURAL OPB TOTALS 348,576 33,866 690,193 EXHIBIT D SOCIAL SERVICE TRANSPORTATION PERFORMANCE INDICATORS URBAN SOCIAL SERVICE PERFORMANCE INDICATORS (Projected and Budgeted) RURAL SOCIAL SERVICE PERFORMANCE INDICATORS (Projected and Budgeted) Depreciation and Capital Costs are not included in above indicators. FY 2022-23 PROJECTED TOTAL Cost per Cost per Cost per Trips per Trips per SERVICE DESCRIPTION TRIPS HOURS MILES COSTS TRIP HOUR MILE HOUR MILE Passenger Transportation 130,274 62,885 990,402 $4,515,274 $34.66 $71.80 $4.56 2.1 0.1 Delivery Transportation 1,014,154 10,423 134,130 $576,190 $0.57 $55.28 $4.30 97.3 7.6 Total/Average 1,144,428 73,308 1,124,532 $5,091,463 $4.45 $69.45 $4.53 15.6 1.0 FY 2023-24 BUDGETED TOTAL Cost per Cost per Cost per Trips per Trips per SERVICE DESCRIPTION TRIPS HOURS MILES COSTS TRIP HOUR MILE HOUR MILE Passenger Transportation 180,416 85,432 1,373,259 $5,547,667 $30.75 $64.94 $4.04 2.1 0.1 Delivery Transportation 1,166,277 11,986 154,249 $663,000 $0.57 $55.32 $4.30 97.3 7.6 Total/Average 1,346,693 97,418 1,527,508 $6,210,667 $4.61 $63.75 $4.07 13.8 0.9 FY 2022-23 PROJECTED TOTAL Cost per Cost per Cost per Trips per Trips per SERVICE DESCRIPTION TRIPS HOURS MILES COSTS TRIP HOUR MILE HOUR MILE Passenger Transportation 56,510 29,366 575,053 $1,632,911 $28.90 $55.60 $2.84 1.9 0.1 Delivery Transportation 292,066 4,499 115,140 $250,036 $0.86 $55.57 $2.17 64.9 2.5 Total/Average 348,576 33,866 690,193 $1,882,947 $5.40 $55.60 $2.73 10.3 0.5 FY 2023-24 BUDGETED TOTAL Cost per Cost per Cost per Trips per Trips per SERVICE DESCRIPTION TRIPS HOURS MILES COSTS TRIP HOUR MILE HOUR MILE Passenger Transportation 65,988 38,028 737,909 $1,919,000 $29.08 $50.46 $2.60 1.7 0.1 Delivery Transportation 335,876 5,174 132,412 $287,000 $0.85 $55.47 $2.17 64.9 2.5 Total/Average 401,865 43,202 870,320 $2,206,000 $5.49 $51.06 $2.53 9.3 0.5 EXHIBIT E URBAN SOCIAL SERVICE TRANSPORTATION REVENUE 2022-23 & 2023-24 URBAN SOCIAL SERVICE REVENUE URBAN SOCIAL SERVICE REVENUE (Projected)(Budget) FY 2022-23 FY 2023-24 1. CAPITAL REVENUE BUDGET 1. CAPITAL REVENUE BUDGET A. FTA Section 5310 $270,219 A. FTA Section 5310 $270,219 B. FTA 5310 Match-TOLL CREDITS MATCH $0 B. FTA 5310 Match-TOLL CREDITS MATCH $0 TOTAL CAPITAL REVENUE $270,219 TOTAL CAPITAL REVENUE $270,219 2. OPERATING REVENUE 2. OPERATING REVENUE A. Contract Service Revenue A. Contract Service Revenue 1. Central Valley Regional Center 2,569,056 1. Central Valley Regional Center $3,182,000 2. Fresno-Madera Area Agency on Aging 0 2. Fresno-Madera Area Agency on Aging N/A 3. Fresno EOC Head Start Tranporation 76,510 3. Fresno EOC Head Start Tranporation 139,000 4. Fresno EOC Food Services 367,511 4. Fresno EOC Food Services 523,000 5. Special Trips 283,057 5. Special Trips 328,000 6. Department of Behavioral Health 0 6. Department of Behavioral Health 61,500 7. City of Fresno - Veterans Home 0 7. City of Fresno - Veterans Home 209,350 8. City of Fresno - West Park 0 8. City of Fresno - West Park 2,158 9. City of Fresno - Three Palms 0 9. City of Fresno - Three Palms 4,317 10. School District Gap Transportation 26,000 Contracted Service Revenue Totals $3,296,133 Contracted Service Revenue Totals $4,475,325 Non-EOC Agency match funds Non-EOC Agency match funds 9. On demand services 11,479 6. On demand services 48,889 10. The Arc Fresno 110,000 7. The Arc Fresno 103,889 11. United Cerebral Palsy Central California 110,000 8. United Cerebral Palsy Central California 103,889 Non-EOC Agency match funds Totals $231,479 Non-EOC Agency match funds Totals $256,667 TOTAL Operational SERVICE REVENUE $3,527,612 TOTAL Operational SERVICE REVENUE $4,731,992 B. TDA / LTF 4.5 2022-23 1,485,704 B. TDA / LTF 4.5 2023-24 1,472,000 TDA / LTF 4.5 Carryover from 2021-22 921,600 TDA / LTF 4.5 Carryover from 2022-23 600,000 TDA / LTF 4.5 Projected carryover to 2023-24 600,000 TOTAL OPERATING REVENUE $5,334,916 TOTAL OPERATING REVENUE $6,803,992 TOTAL CAPITAL AND OPERATING REVENUE 5,605,135 TOTAL CAPITAL AND OPERATING REVENUE 7,074,211 EXHIBIT F URBAN SOCIAL SERVICE TRANSPORTATION EXPENDITURES 202 2-23 & 2023-24 URBAN CONTRACT FTA Total URBAN CONTRACT FTA Total CATEGORIES LTF FUNDS 5310/5316 Projected LTF FUNDS 5310/5316 Budget 1. CAPITAL A. FTA Section 5310 $0 $0 $270,219 $270,219 $0 $0 $270,219 $270,219 B. Vehicle Replacement $0 0 0 * toll credits to be used for 5310 match 0 TOTAL CAPITAL EXPENSES $0 $0 $270,219 $270,219 $0 $0 $270,219 $270,219 2. DIRECT OPERATING A. Service Contracts $189,392 $0 189,392 $210,000 $0 210,000 B. Direct Operating Costs (1) Fuel 171,687 $348,503 $520,191 134,570.86 $477,929 $612,500 (2) Maintenance/Registration 118,530 $240,601 $359,130 92,826.43 $329,674 $422,500 (3) Depreciation/Interest/Vehicles - $0 $0 - $0 $0 (4) Insurance 28,437 $57,724 $86,161 22,520.02 $79,980 $102,500 (5) Uniform Costs 2,430 $4,933 $7,363 1,757.66 $6,242 $8,000 (6) Radio Service 1,336 $2,712 $4,047 988.68 $3,511 $4,500 (7) Contingency- Fuel/Misc.17,055 $34,620 $51,675 13,402.16 $47,598 $61,000 TOTAL DIRECT OPER EXPENSES $528,868 $689,093 $0 $1,217,960 $476,066 $944,934 $0 $1,421,000 3. TRANSIT PERSONNEL A. Drivers 556,242 $1,129,100 $1,685,342 435,350.45 $1,546,150 $1,981,500 B. Supervision/Dispatch/Admin.199,676 $405,318 $604,995 151,268.63 $537,231 $688,500 C. Fringe Benefits 265,064 $538,046 $803,110 207,513.75 $736,986 $944,500 TOTAL PERSONNEL EXPENSES $1,020,982 $2,072,465 $0 $3,093,446 $794,133 $2,820,367 $0 $3,614,500 4. ADMINISTRATION A. Fresno EOC Administration 97,200 $197,304 $294,504 76,348.36 $271,152 $347,500 B. Telephone/Utilities 45,719 $92,804 $138,523 35,702.47 $126,798 $162,500 C. Supplies 104,728 $212,586 $317,314 82,060.76 $291,439 $373,500 D. Miscellaneous 9,808 $19,908 $29,716 7,689.76 $27,310 $35,000 TOTAL ADMIN EXPENSES $257,455 $522,602 $0 $780,057 $201,801 $716,699 $0 $918,500 TOTAL OPERATING EXPENSES $1,807,304 $3,284,159 $0 $5,091,463 $1,472,000 $4,482,000 $0 $5,954,000 TOTAL EXPENDITURES $1,807,304 $3,284,159 $270,219 $5,361,682 $1,472,000 $4,482,000 $270,219 $6,224,219 URBAN SOCIAL SERVICE EXPENDITURES (Budget) FY 2023-24 URBAN SOCIAL SERVICE EXPENDITURES (Projected) FY 2022-23 EXHIBIT F-1 URBAN SOCIAL SERVICE EXPENDITURES BY CONTRACT 2022-23 & 2023-24 31055 31021 31130 31100 31090 31017 31017 31017 31160 31007 31180 CVRC FMAAA FRESNO EOC HEAD START ALL MEAL DELIVERY SPECIAL TRIPS CITY OF FRESNO - VETERANS HOME CITY OF FRESNO - WEST PARK CITY OF FRESNO - THREE PALMS ON DEMAND SERVICES THE ARC FRESNO UCP FRESNO DBH TOTAL BUDGET CATEGORIES OPERATING REVENUE CONTRACT REVENUE 2,569,056 - 76,510 367,511 283,057 - - - 11,479 110,000 110,000 - $3,527,613 CONTRACT REVENUE AUGMENTATION $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 TDA / LTF 4.5 981,054 - 79,469 208,678 91,929 249,079 2,568 5,136 9,392 90,000 90,000 - $1,807,304 TOTAL OPERATING REVENUE $3,550,110 $0 $155,979 $576,190 $374,985 $249,079 $2,568 $5,136 $20,870 $200,000 $200,001 $0 $5,334,917 OPERATING EXPENSES DIRECT OPERATING EXPENSES A. Service Contracts $0 $0 $0 $0 $0 $0 $0 $0 $9,392 $90,000 $90,000 $189,392 B. Direct Operating Costs (1) Fuel $386,329 $0 $15,620 $66,518 $19,767 $30,998 $320 $639 $0 $0 $0 $0 $520,191 (2) Maintenance/Registration $267,220 $0 $10,650 $43,920 $15,288 $21,391 $221 $441 $0 $0 $0 $0 $359,130 (3) Depreciation/Interest/Vehicles $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 (4) Insurance $69,416 $0 $1,832 $5,566 $3,463 $5,707 $59 $118 $0 $0 $0 $0 $86,161 (5) Uniform Costs $6,216 $0 $146 $0 $504 $482 $5 $10 $0 $0 $0 $0 $7,363 (6) Radio Service $3,393 $0 $225 $0 $137 $283 $3 $6 $0 $0 $0 $0 $4,047 (7) Contingency- Fuel/Misc.$43,679 $0 $1,687 $442 $2,268 $3,491 $36 $72 $0 $0 $0 $0 $51,675 TOTAL DIRECT OPER EXPENSES $776,252 $0 $30,161 $116,447 $41,427 $62,352 $643 $1,286 $9,392 $90,000 $90,000 $0 $1,217,960 TRANSIT PERSONNEL A. Drivers $1,229,471 $0 $57,884 $267,978 $54,668 $73,080 $753 $1,507 $0 $0 $0 $0 $1,685,342 B. Supervision/Dispatch/Admin.$441,348 $0 $20,779 $96,197 $19,625 $26,234 $270 $541 $0 $0 $0 $0 $604,995 C. Fringe Benefits $638,721 $0 $30,006 $63,310 $28,014 $41,767 $431 $861 $0 $0 $0 $0 $803,110 TOTAL PERSONNEL EXPENSES $2,309,540 $0 $108,669 $427,486 $102,307 $141,081 $1,454 $2,909 $0 $0 $0 $0 $3,093,446 ADMINISTRATION A. Fresno EOC Administration $216,073 $0 $8,773 $32,257 $22,535 $14,421 $149 $297 $0 $0 $0 $0 $294,504 B. Telephone/Utilities $118,024 $0 $4,685 $0 $6,110 $9,413 $97 $194 $0 $0 $0 $0 $138,523 C. Supplies $106,008 $0 $2,746 $0 $200,059 $8,247 $85 $170 $0 $0 $0 $0 $317,314 D. Miscellaneous $24,213 $0 $946 $0 $2,548 $1,949 $20 $40 $0 $0 $0 $0 $29,716 TOTAL ADMIN EXPENSES $464,317 $0 $17,149 $32,257 $231,251 $34,030 $351 $702 $0 $0 $0 $0 $780,057 TOTAL OPERATING EXPENSES $3,550,110 $0 $155,979 $576,190 $374,985 $237,463 $2,448 $4,896 $9,392 $90,000 $90,000 $0 $5,091,463 FY 2022-223 URBAN SOCIAL SERVICE EXPENDITURES BY CONTRACT (Projected) EXHIBIT F-1 URBAN SOCIAL SERVICE EXPENDITURES BY CONTRACT 2022-23 & 2023-24 (CONTINUED) 31055 31070 31130 31100 31090 31017 31017 31017 31160 31007 31180 31015 CVRC SCHOOL DISTRICT GAP TRANSPORTATION FRESNO EOC HEAD START ALL MEAL DELIVERY SPECIAL TRIPS CITY OF FRESNO - VETERANS HOME CITY OF FRESNO - WEST PARK CITY OF FRESNO - THREE PALMS ON DEMAND SERVICES THE ARC FRESNO UCP FRESNO FRESNO COUNTY DBH TOTAL BUDGET CATEGORIES OPERATING REVENUE CONTRACT REVENUE $3,182,000 26,000.00 $139,000 $523,000 $328,000 $215,825 $2,225 $4,450 $48,889 $103,889 $103,889 61,500.00 $4,738,667 CONTRACT REVENUE AUGMENTATION $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 TDA / LTF 4.5 900,000.00 21,000.00 40,000.00 140,000.00 81,000.00 58,200 600 1,200 40,000.00 85,000.00 85,000.00 20,000.00 $1,472,000 TOTAL OPERATING REVENUE $4,082,000 $47,000 $179,000 $663,000 $409,000 $274,025 $2,825 $5,650 $88,889 $188,889 $188,889 $81,500 $6,210,667 OPERATING EXPENSES DIRECT OPERATING EXPENSES A. Service Contracts $0 $0 $0 $0 $0 $0 $0 $40,000 $85,000 $85,000 $210,000 B. Direct Operating Costs (1) Fuel $444,500 5,000.00 $18,000 $76,500 $23,000 $35,890 $370 $740 $0 $0 $0 8,500.00 $612,500 (2) Maintenance/Registration $307,000 3,500.00 $12,000 $50,500 $18,000 $24,735 $255 $510 $0 $0 $0 6,000.00 $422,500 (3) Depreciation/Interest/Vehicles $0 - $0 $0 $0 $0 $0 $0 $0 $0 $0 - $0 (4) Insurance $80,000 1,000.00 $2,500 $6,500 $4,000 $6,790 $70 $140 $0 $0 $0 1,500.00 $102,500 (5) Uniform Costs $7,000 - $0 $0 $500 $485 $5 $10 $0 $0 $0 - $8,000 (6) Radio Service $4,000 - $0 $0 $0 $485 $5 $10 $0 $0 $0 - $4,500 (7) Contingency- Fuel/Misc.$50,000 500.00 $2,000 $500 $3,000 $3,880 $40 $80 $0 $0 $0 1,000.00 $61,000 TOTAL DIRECT OPER EXPENSES $892,500 $10,000 $34,500 $134,000 $48,500 $72,265 $745 $1,490 $40,000 $85,000 $85,000 $17,000 $1,421,000 TRANSIT PERSONNEL A. Drivers $1,414,000 16,000.00 $66,500 $308,000 $62,500 $84,390 $870 $1,740 $0 $0 $0 27,500.00 $1,981,500 B. Supervision/Dispatch/Admin.$507,500 5,500.00 $24,000 $110,500 $0 $30,070 $310 $620 $0 $0 $0 10,000.00 $688,500 C. Fringe Benefits $734,500 7,500.00 $34,500 $73,000 $32,000 $48,015 $495 $990 $0 $0 $0 13,500.00 $944,500 TOTAL PERSONNEL EXPENSES $2,656,000 $29,000 $125,000 $491,500 $94,500 $162,475 $1,675 $3,350 $0 $0 $0 $51,000 $3,614,500 ADMINISTRATION A. Fresno EOC Administration $248,500 3,000.00 $10,500 $37,500 $26,000 $16,490 $170 $340 $0 $0 $0 5,000.00 $347,500 B. Telephone/Utilities $135,500 1,500.00 $5,000 $0 $7,000 $10,670 $110 $220 $0 $0 $0 2,500.00 $162,500 C. Supplies $122,000 3,000.00 $3,000 $0 $230,000 $9,700 $100 $200 $0 $0 $0 5,500.00 $373,500 D. Miscellaneous $27,500 500.00 $1,000 $0 $3,000 $2,425 $25 $50 $0 $0 $0 500.00 $35,000 TOTAL ADMIN EXPENSES $533,500 $8,000 $19,500 $37,500 $266,000 $39,285 $405 $810 $0 $0 $0 $13,500 $918,500 TOTAL OPERATING EXPENSES $4,082,000 $47,000 $179,000 $663,000 $409,000 $274,025 $2,825 $5,650 $88,889 $188,889 $188,889 $81,500 $6,210,667 URBAN SOCIAL SERVICE EXPENDITURES BY CONTRACT (BUDGET) FY 2023-24 EXHIBIT G RURAL SOCIAL SERVICE TRANSPORTATION REVENUE 2022-23 & 2023-24 RURAL SOCIAL SERVICE REVENUE RURAL SOCIAL SERVICE REVENUE (Projected)(Budget) FY 2022-23 FY 2023-24 1. CAPITAL REVENUE PROJECTED 1. CAPITAL REVENUE BUDGET TDA / LTF 4.5 $0 TDA / LTF 4.5 $0 Social Service Revenue - $0 Social Service Revenue - $0 TOTAL CAPITAL REVENUE $0 TOTAL CAPITAL REVENUE $0 2. OPERATING REVENUE 2. OPERATING REVENUE A. Contract Service Revenue: A. Contract Service Revenue: 1. Central Valley Regional Center 806,289 1. Central Valley Regional Center $986,500 2. Fresno EOC Head Start 34,297 2. Fresno EOC Head Start $66,000 3. Fresno EOC Food Services 168,373 3. Fresno EOC Food Services $203,000 4. Special Trips 23,583 4. Special Trips $27,400 Contracted Service Revenue $1,032,542 Contracted Service Revenue $1,282,900 Non-EOC Agency match funds Non-EOC Agency match funds 5. On demand services 5,469 5. On demand services $36,667 6. The Arc Fresno 170,500 6. The Arc Fresno $91,667 7. United Cerebral Palsy Central California 121,000 7. United Cerebral Palsy Central California $91,667 Non-EOC Agency match funds Totals $296,969 Non-EOC Agency match funds Totals $220,000 TOTAL SERVICE REVENUE $1,329,512 TOTAL SERVICE REVENUE $1,502,900 B. TDA / LTF 4.5 2022-23 $649,269 B. TDA / LTF 4.5 2023-24 $703,100 TDA / LTF 4.5 Carryover from 2021-22 $136,136 TDA / LTF 4.5 Carryover from 2022-23 $135,000 TDA / LTF 4.5 To be carried over to 2023-24 135,000 TOTAL OPERATING REVENUE $1,979,917 TOTAL OPERATING REVENUE $2,341,000 TOTAL REVENUE $1,979,917 TOTAL REVENUE $2,341,000 EXHIBIT H RURAL SOCIAL SERVICE TRANSPORTATION EXPENDITURES 2022-23 & 2023-24 Projected Budget FY 2022-23 FY 2023-24 RURAL SOC SVC FTA Total RURAL SOC SVC FTA Total CATEGORIES LTF FUNDS SEC 16 Projected LTF FUNDS SEC 16 Budget 1. CAPITAL A. Vehicle Replacement $0 $0 $0 $0 $0 $0 $0 $0 TOTAL CAPITAL EXPENSES $0 $0 $0 $0 $0 $0 $0 $0 2. DIRECT OPERATING A. Service Contracts $442,975 $0 $442,975 $180,000 $0 $180,000 B. Direct Operating Costs (1) Fuel 32,274.54 $191,774 $224,049 74,438.93 $182,561 $257,000 (2) Maintenance/Registration 22,148.13 $131,603 $153,752 51,267.28 $125,733 $177,000 (3) Depreciation/Interest/Vehicles - $0 $0 - $0 $0 (4) Insurance 5,216.88 $30,999 $36,215 11,875.47 $29,125 $41,000 (5) Uniform Costs 469.42 $2,789 $3,259 1,013.76 $2,486 $3,500 (6) Radio Service 254.03 $1,509 $1,763 434.47 $1,066 $1,500 (7) Contingency - Fuel Inflation/misc.3,155.47 $18,750 $21,905 7,096.32 $17,404 $24,500 TOTAL DIRECT OPER. EXPENSES $506,493 $377,425 $0 $883,918 $326,126 $358,374 $0 $684,500 3. TRANSIT PERSONNEL A. Drivers 64,938.09 $385,860 $450,798 174,077.02 $426,923 $601,000 B. Supervision/Dispatch 23,311.11 $138,514 $161,825 62,273.81 $152,726 $215,000 C. Fringe Benefits 25,883.42 $153,798 $179,682 69,225.30 $169,775 $239,000 TOTAL PERSONNEL EXPENSES $114,133 $678,172 $0 $792,305 $305,576 $749,424 $0 $1,055,000 4. ADMINISTRATION A. Fresno EOC Administration 12,266.40 $72,887 $85,153 30,847.26 $75,653 $106,500 B. Telephone/Utilities 8,656.23 $51,435 $60,091 19,985.55 $49,014 $69,000 C. Supplies 7,083.91 $42,092 $49,176 16,364.98 $40,135 $56,500 D. Miscellaneous 1,772.41 $10,532 $12,304 4,199.86 $10,300 $14,500 TOTAL ADMIN EXPENSES $29,779 $176,946 $0 $206,724 $71,398 $175,102 $0 $246,500 TOTAL OPERATING EXPENSES $650,405 $1,232,542 $0 $1,882,947 $703,100 $1,282,900 $0 $1,986,000 TOTAL EXPENDITURES $650,405 $1,232,542 $0 $1,882,947 $703,100 $1,282,900 $0 $1,986,000 RURAL SOCIAL SERVICE EXPENDITURESRURAL SOCIAL SERVICE EXPENDITURES EXHIBIT H-1 RURAL SOCIAL SERVICE EXPENDITURES BY CONTRACT 2022-23 & 2023-24 CVRC FRESNO EOC HEAD START ALL MEAL DELIVERY SPECIAL TRIPS ON DEMAND SERVICES ARC FRESNO UCP FCRTA AUG TOTAL BUDGET CATEGORIES OPERATING REVENUE CONTRACT REVENUE $806,289 $34,297 $168,373 $23,583 5,469 170,500 121,000 $0 $1,329,512 CONTRACT REVENUE AUGMENTATION $0 $0 $0 $0 $0 $0 $0 $200,000 $200,000 TDA / LTF 4.5 271,465 45,377 81,663 8,925 4,475 139,500 99,000 $0 $650,405 TOTAL OPERATING REVENUE $1,077,754 $79,675 $250,036 $32,508 $9,944 $310,000 $220,000 $200,000 $2,179,917 NON-EOC AGENCY MATCH FUNDS *$5,469 $170,500 $121,000 $296,969 OPERATING EXPENSES DIRECT OPERATING EXPENSES A. Service Contracts $0 $0 $0 $0 $4,475 $139,500 $99,000 $200,000 $442,975 B. Direct Operating Costs (1) Fuel $181,565 $6,282 $31,614 $4,587 $0 $0 $0 $0 $224,049 (2) Maintenance/Registration $125,361 $4,312 $20,936 $3,143 $0 $0 $0 $0 $153,752 (3) Depreciation/Interest/Vehicles $0 $0 $0 $0 $0 $0 $0 $0 $0 (4) Insurance $31,611 $711 $2,877 $1,016 $0 $0 $0 $0 $36,215 (5) Uniform Costs $3,156 $62 $0 $40 $0 $0 $0 $0 $3,259 (6) Radio Service $1,600 $100 $0 $63 $0 $0 $0 $0 $1,763 (7) Contingency- Fuel/Misc.$20,507 $670 $213 $514 $0 $0 $0 $0 $21,905 TOTAL DIRECT OPER EXPENSES $363,801 $12,138 $55,641 $9,363 $4,475 $139,500 $99,000 $200,000 $883,918 TRANSIT PERSONNEL A. Drivers $297,801 $29,667 $113,043 $10,286 $0 $0 $0 $0 $450,798 B. Supervision/Dispatch/Admin.$106,903 $10,650 $40,580 $3,692 $0 $0 $0 $0 $161,825 C. Fringe Benefits $129,044 $19,434 $26,779 $4,424 $0 $0 $0 $0 $179,682 TOTAL PERSONNEL EXPENSES $533,748 $59,751 $180,402 $18,403 $0 $0 $0 $0 $792,305 ADMINISTRATION A. Fresno EOC Administration $64,671 $4,522 $13,992 $1,968 $0 $0 $0 $0 $85,153 B. Telephone/Utilities $57,041 $1,830 $0 $1,221 $0 $0 $0 $0 $60,091 C. Supplies $46,814 $1,062 $0 $1,301 $0 $0 $0 $0 $49,176 D. Miscellaneous $11,679 $372 $0 $253 $0 $0 $0 $0 $12,304 TOTAL ADMIN EXPENSES $180,205 $7,786 $13,992 $4,742 $0 $0 $0 $0 $206,724 TOTAL OPERATING EXPENSES $1,077,754 $79,675 $250,036 $32,508 $4,475 $139,500 $99,000 $200,000 $1,882,947 FY 2022-23 PROJECTED EXHIBIT H-1 RURAL SOCIAL SERVICE EXPENDITURES BY CONTRACT 2022-23 & 2023-24 (CONTINUED) CVRC FRESNO EOC HEAD START ALL MEAL DELIVERY SPECIAL TRIPS ON DEMAND SERVICES ARC FRESNO UCP TOTAL BUDGET CATEGORIES OPERATING REVENUE CONTRACT REVENUE $986,500 $66,000 $203,000 $27,400 $36,667 $91,667 $91,667 $1,502,900 CONTRACT REVENUE AUGMENTATION $0 $0 $0 $0 $0 $0 $0 $0 TDA / LTF 4.5 $405,000 25,000.00 84,000.00 9,100.00 30,000.00 75,000.00 75,000.00 $703,100 TOTAL OPERATING REVENUE $1,391,500 $91,000 $287,000 $36,500 $66,667 $166,667 $166,667 $2,206,000 NON-EOC AGENCY MATCH FUNDS *$30,000 $75,000 $75,000 $180,000 OPERATING EXPENSES DIRECT OPERATING EXPENSES A. Service Contracts $0 $0 $0 $0 $30,000 $75,000 $75,000 $180,000 B. Direct Operating Costs (1) Fuel $208,500 $7,500.00 $36,000.00 $5,000.00 $0 $0 $0 $257,000 (2) Maintenance/Registration $144,500 $5,000.00 $24,000.00 $3,500.00 $0 $0 $0 $177,000 (3) Depreciation/Interest/Vehicles $0 $0.00 $0.00 $0.00 $0 $0 $0 $0 (4) Insurance $36,000 $500.00 $3,500.00 $1,000.00 $0 $0 $0 $41,000 (5) Uniform Costs $3,500 $0.00 $0.00 $0.00 $0 $0 $0 $3,500 (6) Radio Service $1,500 $0.00 $0.00 $0.00 $0 $0 $0 $1,500 (7) Contingency- Fuel/Misc.$23,500 $500 $0 $500 $0 $0 $0 $24,500 TOTAL DIRECT OPER EXPENSES $417,500 $13,500 $63,500 $10,000 $30,000 $75,000 $75,000 $684,500 TRANSIT PERSONNEL A. Drivers $425,000 $34,000.00 $130,000.00 $12,000.00 $0 $0 $0 $601,000 B. Supervision/Dispatch/Admin.$152,500 $12,000.00 $46,500.00 $4,000.00 $0 $0 $0 $215,000 C. Fringe Benefits $180,500 $22,500.00 $31,000.00 $5,000.00 $0 $0 $0 $239,000 TOTAL PERSONNEL EXPENSES $758,000 $68,500 $207,500 $21,000 $0 $0 $0 $1,055,000 ADMINISTRATION A. Fresno EOC Administration $83,000 $5,000 $16,000 $2,500 $0 $0 $0 $106,500 B. Telephone/Utilities $65,500 $2,500.00 $0.00 $1,000.00 $0 $0 $0 $69,000 C. Supplies $54,000 $1,000.00 $0.00 $1,500.00 $0 $0 $0 $56,500 D. Miscellaneous $13,500 $500.00 $0.00 $500.00 $0 $0 $0 $14,500 TOTAL ADMIN EXPENSES $216,000 $9,000 $16,000 $5,500 $0 $0 $0 $246,500 TOTAL OPERATING EXPENSES $1,391,500 $91,000 $287,000 $36,500 $66,667 $166,667 $166,667 $2,206,000 FY 2023-24 BUDGET COMMITTEE MEMBERS ORIE RUBALCAVA – Senior Management Analyst, Fresno Area Express JOANA GARCIA – Management Analyst II, Fresno Area Express ANALICIA JESSE – Senior Management Analyst, Fresno Area Express MOSES STITES– General Manager, Fresno County Rural Transit Agency JANELLE DEL CAMPO – Operations Manager, Fresno County Rural Transit Agency BACKGROUND The City of Fresno’s Department of Transportation/Fresno Area Express (FAX) and Fresno County Rural Transit Agency (FCRTA) solicited a Joint Request for Proposals (RFP) for the Social Services Transportation. On April 18, 2023, FAX and FCRTA received one proposal from Fresno Economic Opportunity Commission (FEOC) expressing interest in providing FAX and FCRTA Social Services Transportation services. On April 24, 2023, the committee members assembled and discussed the merits of the proposal from FEOC. SIGNIFICANT EVENTS April 3, 2023 – Proposal Release April 11, 2023 – Pre-Proposal Meeting April 18, 2023 – Proposal Opening April 24, 2023 – Committee Meeting April 25 2023 – Committee Request for Proposal Alterations May 1, 2023 – Committee Meeting with FEOC EVALUATION CRITERIA The Selection Committee evaluated the proposal based upon seven categories: 1.Key Personnel Experience - Technical experience in performing work of a closely similar nature; experience working with public agencies; experience in proving specifically this type of service, strength and stability of the firm; strength, stability, experience, and technical competence of sub-consultants; assessment by client references; references with demonstrated success in providing similar services. 2.Capacity – The current and future capacity of the contractor to meet the needs of the social service transportation program. 3.References – Provide as a minimum three (3) references for the projects cited as related experience, and furnish the name, title, address and telephone number of the person(s) at the client organization who is most knowledgeable about the work performed. 4. Completeness of Response - Completeness of response in accordance with RFP instructions; exceptions to or deviations from the RFP requirements that the Agency cannot or will not accommodate; and any other relevant factors not considered elsewhere. 5. Debarment – Any proposer found to be debarred from federal, state, or local procurements will be excluded or disqualified from award. 6. CTSA Conformance – All proposals will be reviewed to verify that program or operation meets the requirements of the designated Fresno County Rural and Urban CTSA. The proposal will also be reviewed to ensure that the proposed program or operation is cost effective and will be administered and operated in a way consistent with sound financial, legal, and business practices. 7. Community Benefit – Proposals will be evaluated to determine the benefits to the clients and passengers being served. COMMITTEE NOTES FEOC is the current provider of Social Service Transportation services for Fresno County’s designated rural and urban areas. Their past performance with FAX and FCRTA in addition to this proposal demonstrates FEOC’s capacity and capability to deliver Social Services Transportation to the region. It is with high confidence that FEOC’s programs will be and operated in a way consistent with sound financial, legal, and business practices as required by the Fresno Council of Governments (FCOG) Consolidated Transportation Service Agency (CTSA) action plan. It is with high confidence that FEOC’s programs will provide a community benefit. SUMMARY RECOMMENDATION After independent evaluation of the proposals and group deliberation, the committee determined that the proposal from FEOC satisfies the evaluation criteria of the RFP and recommends award to FEOC for Social Services Transportation services for both rural and urban CTSA designated areas. 10 | P a g e F. SAMPLE AGREEMENT CITY OF FRESNO SERVICE CONTRACT THIS CONTRACT (Contract) is made and entered into by and between the CITY OF FRESNO, a California municipal corporation (City), and [Contractor Name], [Legal Identity] (Contractor), as follows: 1. CONTRACT DOCUMENTS. The "Notice Inviting Proposals," "Instructions to Proposers," "Proposal" and the "Specifications" including "General Conditions," "Special Conditions", “Functional Specifications” and “Technical Requirements” for the following: [Title and Request for Proposals No.] copies of which are annexed hereto, together with all the documents specifically referred to in said annexed documents, including the Performance Bond, if required, are hereby incorporated into and made a part of this Contract, and shall be known as the Contract Documents. 2. PRICE. For the monetary consideration of [WRITTEN $ AMOUNT] DOLLARS AND [WRITTEN CENTS AMOUNT] CENTS ($[Dollar amount; e.g. $5,000]), as set forth in the Proposal, Consultant promises and agrees to perform or cause to be performed, in a good and workmanlike manner, and to the satisfaction of the City, and in strict accordance with the Specifications, all of the work as set forth in the Contract Documents. 3. PAYMENT. The City accepts the Consultant's Proposal as stated and agrees to pay the consideration stated, at the times, in the amounts, and under the conditions specified in the Contract Documents. The Consultant agrees to accept electronic payment from the City. 4. INDEMNIFICATION. To the furthest extent allowed by law, including but not limited to California Civil Code section 2782, the Consultant shall indemnify, hold harmless and defend the City and each of its officers, officials, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including, but not limited to personal injury, death at any time and property damage) and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees and litigation expenses), that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, its principals, officers, employees, agents, or volunteers in the performance of this Agreement. If the Consultant should subcontract all or any portion of the services to be performed under this Agreement, the Consultant shall require each subcontractor to indemnify, hold harmless and defend the City and each of its officers, officials, employees, agents, an d volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Contract. 5. The City Manager, or designee, is hereby authorized and directed to execute and implement this Agreement. The previous sentence is not intended to delegate any authority to the City Manager to administer the Agreement, any delegation of authority must be expressly included in the Agreement. [SIGNATURES FOLLOW ON THE NEXT PAGE.] 11 | P a g e IN WITNESS WHEREOF, the parties have executed this Contract on the day and year here below written, of which the date of execution by the City shall be subsequent to that of the Consultant’s, and this Contract shall be binding and effective upon execution by both parties. CITY OF FRESNO, A California municipal corporation By: [Name] [Title] Dated: APPROVED AS TO FORM: ANDREW JANZ City Attorney By: [Attorney Name] Date Supv./Senior Deputy City Attorney ATTEST: TODD STERMER, CMC City Clerk By: Date Deputy [CONTRACTOR NAME], [Legal Identity] By: Name: Title: (If corporation or LLC., Board Chair, Pres. or Vice Pres.) By: Name: Title: (If corporation or LLC., CFO, Treasurer, Secretary or Assistant Secretary) REVIEWED BY: Addresses: CITY: City of Fresno Attention: [Name] [Title] [Street Address] Fresno, CA [Zip] Phone: (559) [#] E-mail: [E-mail address] CONTRACTOR: [Contractor Name] Attention: [Name] [Title] [Street Address] [City, State Zip] Phone: [area code and #] E-mail: [E-mail address] City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-844 Agenda Date:6/8/2023 Agenda #: 1.-R. REPORT TO THE CITY COUNCIL FROM:GREGORY A. BARFIELD, M.A., Assistant City Manager and Interim Director Department of Transportation BY:LINDA TAYLOR, Administrative Manager Department of Transportation ELIZABETH TORRES, Senior Management Analyst Department of Transportation SUBJECT RESOLUTION - Authorizing submission of funding requests to the Low Carbon Transit Operations Program for bus service operating support and hydrogen fuel cell bus purchase, execution of grant award documents if awarded, and execution of related certifications and assurances and authorized agent forms. RECOMMENDATION Staff recommends Council approve a resolution authorizing the Director of Transportation or designee to submit a 2022-23 Low Carbon Transit Operations Program (LCTOP) funding requests to the California Department of Transportation (Caltrans) to fund one (1) year of operating support for new service enhancements and capital funding support to match the purchase of two (2) Hydrogen Fuel Cell Electric Buses (FCEBs). Additionally, staff recommends the Director of Transportation or designee execute and file all necessary funding documents on behalf of the City and execute the required Certifications and Assurances and Authorized Agent Forms. EXECUTIVE SUMMARY In 2015, Council approved a continuing authorizing resolution to enable the Department to apply for and receive LCTOP funding each year. Caltrans is now requesting that the Department provide a new resolution each year that specifies the projects to be funded with that year’s funding allocation. The attached resolution, therefore, includes both the authorization to execute funding agreements and specifies the project to be funded. In previous years of this program, FAX utilized LCTOP funding for unscheduled extra service during peak ridership hours and for the first, second, and third years of service for the Increased Frequency Weekend Service and for the Extended Night Service, as well as to purchase and install real-time bus stop displays, ADA accessibility improvements, and two years of service enhancements including the new FAX Route 03 (Herndon cross-town through Council Districts 2 and 6) and the Route 28 City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT R. 2023-176 APPROVED ON CONSENT File #:ID 23-844 Agenda Date:6/8/2023 Agenda #: 1.-R. the new FAX Route 03 (Herndon cross-town through Council Districts 2 and 6)and the Route 28 alignment to serve the new Fresno County Department of Social Services (DSS,through Council Districts 1,3,4,and 7),as well as the interline of FAX Routes 12 (West of 99,through Council Districts 1 and 2) and 35 (Olive cross-town, through Council Districts 3, 4, and 7). This year,FAX proposes to use LCTOP funding for two (s)projects:Transit service expansion along Church Avenue and capital support to match the purchase of two (2)FCEBs.The proposed Church Avenue service will provide connections to 4 existing FAX routes,increasing access to the entire FAX transit system.The FCEB purchase is primarily funded by FTA funding,which requires a non-federal match of 20%. FAX proposes to use LCTOP funding as the match for this purchase. BACKGROUND Senate Bill 862 (2014)included the Low Carbon Transit Operations Program (LCTOP)to fund transit- specific projects in California to serve disadvantaged communities (DACs)and improve air quality by providing demonstrable reductions in Greenhouse Gas Emissions (GHGs).LCTOP funding may only be applied to operating projects for the first three years of new or expanded transit service or capital projects that lead to significant reductions of GHG emissions whose benefits are realized by residents of disadvantaged and/or low-income communities.LCTOP funds may not be used as general capital or operating support or revenue replacement for lost transit fares. In order to qualify for LCTOP funding,FAX must quantify the anticipated GHG reductions within approved DACs of the proposed project using the California Air Resources Board (CARB)Benefits Calculator Tool in the application and in all progress reports.This Benefits Calculator Tool ensures the proposed project avoids substantial burdens,such as physical or economic displacement of low- income households,small businesses,minority or women-owned businesses,or increase exposure of low-income households to toxic pollutants or other health risks.The Benefits Calculator Tool also estimates the following selected co-benefits and key variables from LCTOP projects:reductions in criteria and toxic air pollutants (in tons),including diesel particulate matter (PM),nitrogen oxide (NOx),reactive organic gases (ROG),fine PM less than 2.5 micrometers,passenger VMT reductions (in miles),fossil fuel use reductions,renewable energy generated in kilowatt hours (kWh),fossil fuel energy use reductions (kWh), travel cost savings ($),energy savings, and fuel cost savings ($). The legislation named the California Department of Transportation (Caltrans)as the administrative agency for LCTOP and defined project sponsors (eligible recipients)that may receive the funding, which includes the City of Fresno Department of Transportation/FAX.The statutes related to state- funded transit projects require an implementing agency to abide by various regulations and Caltrans has developed guidelines for the purpose of administering and distributing LCTOP funds to local agencies. The program requires recipient agencies to provide a resolution from their governing body each year to approve the projects.In 2015,Council provided this approval through a continuing authorizing resolution.LCTOP funding received in prior cycles has funded both the Increased Frequency Weekend Service and the Extended Night Service,as well as various bus stop improvements such as real-time bus stop display signs and ADA accessibility improvements. This year,FAX proposes to use LCTOP funding for two (s)projects:Transit service expansion along Church Avenue and capital support to match the purchase of two (2)FCEBs.The proposed Church City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-844 Agenda Date:6/8/2023 Agenda #: 1.-R. Church Avenue and capital support to match the purchase of two (2)FCEBs.The proposed Church Avenue service will provide connections to 4 existing FAX routes (41,38,34,and 32,in Council Districts 3 and 5),and will also have stops within walking distance to connect to FAX route 28,truly increasing access to the entire FAX transit system.The expansion will be primarily funded by LCTOP, with the required match coming from Measure C revenues. The FCEB purchase is primarily funded by FTA Program 5339c funding,which requires non-federal match of 20%.FAX proposes to use LCTOP funding as the match for this purchase,which will provide the first FCEBs for the FAX fleet. ENVIRONMENTAL FINDINGS This authorization to submit grant applications is not a “project”for the purposes of the California Environmental Quality Act, pursuant to CEQA Guidelines section 15378. LOCAL PREFERENCE Local preference was not considered because this resolution does not include a bid or award of a construction or services contract. FISCAL IMPACT There is no fiscal impact to the General Fund from this request.The proposed projects will be funded through LCTOP revenues, Measure C, and FTA Program 5339c. Attachments: Resolution Certifications and Assurances City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ FY 2022-2023 LCTOP Authorized Agent AS THE Click here to enter text. (Chief Executive Officer/Director/President/Secretary) OF THE Click here to enter text. (Name of County/City/Transit Organization) I hereby authorize the following individual(s) to execute for and on behalf of the named Regional Entity/Transit Operator, any actions necessary for the purpose of obtaining Low Carbon Transit Operations Program (LCTOP) funds provided by the California Department of Transportation, Division of Rail and Mass Transportation. I understand that if there is a change in the authorized agent, the project sponsor must submit a new form. This form is required even when the authorized agent is the executive authority himself. I understand the Board must provide a resolution approving the Authorized Agent. The Board Resolution appointing the Authorized Agent is attached. Click here to enter text. OR (Name and Title of Authorized Agent) Click here to enter text. OR (Name and Title of Authorized Agent) Click here to enter text. OR (Name and Title of Authorized Agent) Click here to enter text. OR (Name and Title of Authorized Agent) Click here to enter text. Click here to enter text. (Print Name) (Title) (Signature) Approved this Choose an item. day of Choose an item. , Click FY 2022-2023 LCTOP Certifications and Assurances Lead Agency: Lead Agency Project Title: Project Title Prepared by: Prepared by The California Department of Transportation (Caltrans) has adopted the following Certifications and Assurances for the Low Carbon Transit Operations Program (LCTOP). As a condition of the receipt of LCTOP funds, Lead Agency must comply with these terms and conditions. A. General 1. The Lead Agency agrees to abide by the current LCTOP Guidelines and applicable legal requirements. 2. The Lead Agency must submit to Caltrans a signed Authorized Agent form designating the representative who can submit documents on behalf of the project sponsor and a copy of the board resolution appointing the Authorized Agent. B. Project Administration 1. The Lead Agency certifies that required environmental documentation is complete before requesting an allocation of LCTOP funds. The Lead Agency assures that projects approved for LCTOP funding comply with Public Resources Code § 21100 and § 21150. 2. The Lead Agency certifies that a dedicated bank account for LCTOP funds only will be established within 30 days of receipt of LCTOP funds. 3. The Lead Agency certifies that when LCTOP funds are used for a transit capital project, that the project will be completed and remain in operation for its useful life. 4. The Lead Agency certifies that it has the legal, financial, and technical capacity to carry out the project, including the safety and security aspects of that project. 5. The Lead Agency certifies that they will notify Caltrans of pending litigation, dispute, or negative audit findings related to the project, before receiving an allocation of funds. 6. The Lead Agency must maintain satisfactory continuing control over the use of project equipment and facilities and will adequately maintain project equipment and facilities for the useful life of the project. 7. Any interest the Lead Agency earns on LCTOP funds must be used only on approved LCTOP projects. 8. The Lead Agency must notify Caltrans of any changes to the approved project with a Corrective Action Plan (CAP). FY 2022-2023 LCTOP 9. Under extraordinary circumstances, a Lead Agency may terminate a project prior to completion. In the event the Lead Agency terminates a project prior to completion, the Lead Agency must (1) contact Caltrans in writing and follow-up with a phone call verifying receipt of such notice; (2) pursuant to verification, submit a final report indicating the reason for the termination and demonstrating the expended funds were used on the intended purpose; (3) submit a request to reassign the funds to a new project within 180 days of termination. C. Reporting 1. The Lead Agency must submit the following LCTOP reports: a. Annual Project Activity Reports October 27th each year. b. A Close Out Report within six months of project completion. c. The annual audit required under the Transportation Development Act (TDA), to verify receipt and appropriate expenditure of LCTOP funds. A copy of the audit report must be submitted to Caltrans within six months of the close of the year (December 31) each year in which LCTOP funds have been received or expended. d. Project Outcome Reporting as defined by CARB Funding Guidelines. e. Jobs Reporting as defined by CARB Funding Guidelines. 2. Other Reporting Requirements: CARB develops and revises Funding Guidelines that will include reporting requirements for all State agencies that receive appropriations from the Greenhouse Gas Reduction Fund. Caltrans and project sponsors will need to submit reporting information in accordance with CARB’s Funding Guidelines, including reporting on greenhouse gas reductions and benefits to disadvantaged communities. D. Cost Principles 1. The Lead Agency agrees to comply with Title 2 of the Code of Federal Regulations 225 (2 CFR 225), Cost Principles for State and Local Government, and 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments. 2. The Lead Agency agrees, and will assure that its contractors and subcontractors will be obligated to agree, that: a. Contract Cost Principles and Procedures, 48 CFR, Federal Acquisition Regulations System, Chapter 1, Part 31, et seq., shall be used to determine the allow ability of individual project cost items and b. Those parties shall comply with Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments. Every sub-recipient receiving LCTOP funds as a contractor or sub-contractor shall comply with FY 2022-2023 LCTOP Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments. 3. Any project cost for which the Lead Agency has received funds that are determined by subsequent audit to be unallowable under 2 CFR 225, 48 CFR, Chapter 1, Part 31 or 2 CFR, Part 200, are subject to repayment by the Lead Agency to the State of California (State). All projects must reduce greenhouse gas emissions, as required under Public Resources Code section 75230, and any project that fails to reduce greenhouse gases shall also have its project costs submit to repayment by the Lead Agency to the State. Should the Lead Agency fail to reimburse moneys due to the State within thirty (30) days of demand, or within such other period as may be agreed in writing between the Parties hereto, the State is authorized to intercept and withhold future payments due the Lead Agency from the State or any third-party source, including but not limited to, the State Treasurer and the State Controller. A. Record Retention 1. The Lead Agency agrees and will assure that its contractors and subcontractors shall establish and maintain an accounting system and records that properly accumulate and segregate incurred project costs and matching funds by line item for the project. The accounting system of the Lead Agency, its contractors and all subcontractors shall conform to Generally Accepted Accounting Principles (GAAP) and enable the determination of incurred costs at interim points of completion. All accounting records and other supporting papers of the Lead Agency, its contractors and subcontractors connected with LCTOP funding shall be maintained for a minimum of three (3) years after the “Project Closeout” report or final Phase 2 report is submitted (per ARB Funding Guidelines, Vol. 3, page 3.A-16), and shall be held open to inspection, copying, and audit by representatives of the State and the California State Auditor. Copies thereof will be furnished by the Lead Agency, its contractors, and subcontractors upon receipt of any request made by the State or its agents. In conducting an audit of the costs claimed, the State will rely to the maximum extent possible on any prior audit of the Lead Agency pursuant to the provisions of federal and State law. In the absence of such an audit, any acceptable audit work performed by the Lead Agency’s external and internal auditors may be relied upon and used by the State when planning and conducting additional audits. 2. For the purpose of determining compliance with Title 21, California Code of Regulations, Section 2500 et seq., when applicable, and other matters connected with the performance of the Lead Agency’s contracts with third parties pursuant to Government Code § 8546.7, the project sponsor, its contractors and subcontractors and the State shall each maintain and make available for inspection all books, documents, papers, accounting records, and other evidence pertaining to the performance of such contracts, including, but not limited to, the costs of administering those various contracts. All of the above referenced parties shall make such materials available at their respective offices at all reasonable times FY 2022-2023 LCTOP during the entire project period and for three (3) years from the date of final payment. The State, the California State Auditor, or any duly authorized representative of the State, shall each have access to any books, records, and documents that are pertinent to a project for audits, examinations, excerpts, and transactions, and the Lead Agency shall furnish copies thereof if requested. 3. The Lead Agency, its contractors and subcontractors will permit access to all records of employment, employment advertisements, employment application forms, and other pertinent data and records by the State Fair Employment Practices and Housing Commission, or any other agency of the State of California designated by the State, for the purpose of any investigation to ascertain compliance with this document. F. Special Situations Caltrans may perform an audit and/or request detailed project information of the project sponsor’s LCTOP funded projects at Caltrans’ discretion at any time prior to the completion of the LCTOP. I certify all of these conditions will be met. Print Authorized Agents Name. Print Authorized Agents Name. (Print Authorized Agent) (Title) (Signature) (Date) City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-838 Agenda Date:6/8/2023 Agenda #: 1.-S. REPORT TO THE CITY COUNCIL FROM:GREGORY A. BARFIELD, M.A., Assistant City Manager and Interim Director Department of Transportation BY:LINDA TAYLOR, Administrative Manager Department of Transportation SARAH LAMBETH, Management Analyst II Department of Transportation SUBJECT Reject all proposals for Product Requirements Contract 12301979 for the procurement of fare media to be used by the Department of Transportation/Fresno Area Express (FAX). RECOMMENDATION Staff recommends Council reject all bid proposals for Product Requirements Contract 12301979 as a bid deposit was not established in accordance with FMC1208. Staff further recommends Council direct staff to complete a submission for a rebid that includes the required bid deposit language. EXECUTIVE SUMMARY On March 28, 2023, staff solicited competitive bids for the procurement of physical fare media for FAX bus patrons. Contract language requiring a bid deposit in accordance with FMC1208 was inadvertently omitted from the solicitation. Therefore, the Department of Transportation is requesting approval to reject all bid proposals for Product Requirements Contract 12301979. The Department of Transportation intends to resubmit the product requirements contract which will include language requiring a bid deposit in accordance with FMC1208. BACKGROUND Fresno Area Express (FAX) directly operates more than 120 fixed route buses throughout the City of Fresno’s 18 route transit system. Last fiscal year, FAX provided over 6.9 million rides transporting passengers nearly 20 million miles. FAX expects these numbers to grow substantially in the coming years as ridership returns to pre-pandemic levels. A rise in ridership will increase FAX’s need for physical fare media. Ride tickets and passes such as those advertised in the above referenced solicitation are used by a City of Fresno Printed on 6/2/2023Page 1 of 2 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT File #:ID 23-838 Agenda Date:6/8/2023 Agenda #: 1.-S. wide variety of passengers. Organizations such as the Department of Child and Family Services, the Department of Corrections, and Turning Point of Central California purchase these passes in bulk to provide their customers with transportation to and from many essential services. Several schools throughout Fresno purchase bulk passes to distribute to students providing transportation to and from class for those who may not have access to personal vehicles or school-provided transportation. Manchester Transit Center also offers ride tickets and passes to eligible individuals at a discounted rate. On March 28, 2023, FAX solicited bids from qualified vendors for the procurement of physical fare media to be used by FAX bus patrons. FAX received two (2) bid proposals, one from Magnetic Ticket and Label, and one from Electronic Data Magnetics. Both bidders were verified as being responsive and responsible. After receiving the bids, staff was notified that all bids must be rejected due to the inadvertent omission of contract language requiring a bid deposit as stated in FMC1208. Offering physical fare media helps ensure equitable access to public transportation offered by the City of Fresno’s Department of Transportation. Therefore, staff recommends Council approve the rejection of all bids and direct staff to rebid the project as soon as practicable. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act Guidelines Section 15378,this request to reject all bids does not qualify as a “project.” LOCAL PREFERENCE Local preference was not implemented as there were no local vendors who submitted a bid proposal. FISCAL IMPACT There is no fiscal impact to the General Fund or FAX Enterprise Funds from this request to reject all bids. Attachments: Notice Inviting Bids Product Requirements Contract for Fresno Area Express Fare Media Bid Evaluation Form City of Fresno Printed on 6/2/2023Page 2 of 2 powered by Legistar™ NOTICE INVITING BIDS Sealed or Electronic bids will be received at the office of the Purchasing Manager of the City of Fresno for the following: PRODUCT REQUIREMENTS CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA BID FILE NUMBER: 12301979 all in accordance with the plans and/or specifications, delivered F.O.B. DESTINATION, FREIGHT PREPAID AND ALLOWED, to CITY OF FRESNO, 2223 G STREET, FRESNO, CALIFORNIA 93706. Specifications and bid proposal forms for these items can be downloaded at the City’s online website at: http://www.fresno.gov. Doing Business (at the top of the screen), Bid Opportunities Bids can be submitted electronically via Planet Bids or by paper only. This Contract will be used primarily by the Department of Transportation. The Contract term is for three (3) years, with provisions for three (3) one (1) year extensions. Bid Proposals must be filed electronically using Planet Bids, by mail or with the Purchasing Manager prior to the bid opening at 3 p.m. on Tuesday, March 28, 2023, when the bids will be publicly opened and recorded. Electronically filed is defined as by means of electronic equipment or devices. Join the bid opening meeting at https://zoom.us/j/92047244398 or call (669) 900-9128, meeting ID 920 4724 4398. All proposals must be made on the Bid Proposal Form provided by the Purchasing Manager. The City of Fresno hereby notifies all Bidders that no person shall be excluded from participation in, denied any benefits of, or otherwise discriminated against in connection with the award and performance of any contract on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, or on any other basis prohibited by law. Services of an interpreter and additional accommodations can be made available. Requests for accommodations should be made at least five working days but no later than 48 hours prior to the scheduled meeting/event. Please contact the Procurement Specialist listed on the cover at 559-621-1153 or through the Questions and Answers field on Planet Bids. The City reserves the right to reject any and all bids. RC PRODUCTS – FED 1.1 Rev. 03-2021 FINANCE DEPARTMENT PURCHASING DIVISION BID SPECIFICATIONS PRODUCT REQUIREMENTS CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA BID FILE NUMBER: 12301979 Table of Contents NOTICE INVITING BIDS ........................................................................................................... 1.2 INSTRUCTIONS TO BIDDERS ................................................................................................. 1.3 BIDDER’S CHECKLIST ............................................................................................................. 1.7 BID PROPOSAL ........................................................................................................................ 1.8 TIME PERIOD TO AWARD/REJECT BIDS. ............................................................................ 1.10 CERTIFICATION FOR LOCAL PREFERENCE ...................................................................... 1.11 SIGNATURE PAGE ................................................................................................................. 1.13 CONTRACT DOCUMENT ....................................................................................................... 1.16 GENERAL CONDITIONS .......................................................................................................... 2.0 SPECIAL CONDITIONS ............................................................................................................ 3.0 TECHNICAL SPECIFICATIONS ................................................................................................ 4.0 EXHIBIT “X”, IF APPLICABLE ................................................................................................. 4.13 Procurement Specialist: Tamra Torrence PHONE (559) 621-1153 FAX: (559) 457-1244 SCHEDULED BID OPENING: MARCH 28, 2023 RC PRODUCTS – FED 1.2 Rev. 03-2021 NOTICE INVITING BIDS Sealed or Electronic bids will be received at the office of the Purchasing Manager of the City of Fresno for the following: PRODUCT REQUIREMENTS CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA BID FILE NUMBER: 12301979 all in accordance with the plans and/or specifications, delivered F.O.B. DESTINATION, FREIGHT PREPAID AND ALLOWED, to CITY OF FRESNO, 2223 G STREET, FRESNO, CALIFORNIA 93706. Specifications and bid proposal forms for these items can be downloaded at the City’s online website at: http://www.fresno.gov. Doing Business (at the top of the screen), Bid Opportunities Bids can be submitted electronically via Planet Bids or by paper only. This Contract will be used primarily by the Department of Transportation. The Contract term is for three (3) years, with provisions for three (3) one (1) year extensions. Bid Proposals must be filed electronically using Planet Bids, by mail or with the Purchasing Manager prior to the bid opening at 3 p.m. on Tuesday, March 28, 2023, when the bids will be publicly opened and recorded. Electronically filed is defined as by means of electronic equipment or devices. Join the bid opening meeting at https://zoom.us/j/92047244398 or call (669) 900-9128, meeting ID 920 4724 4398. All proposals must be made on the Bid Proposal Form provided by the Purchasing Manager. The City of Fresno hereby notifies all Bidders that no person shall be excluded from participation in, denied any benefits of, or otherwise discriminated against in connection with the award and performance of any contract on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, or on any other basis prohibited by law. Services of an interpreter and additional accommodations can be made available. Requests for accommodations should be made at least five working days but no later than 48 hours prior to the scheduled meeting/event. Please contact the Procurement Specialist listed on the cover at 559-621-1153 or through the Questions and Answers field on Planet Bids. The City reserves the right to reject any and all bids. RC PRODUCTS – FED 1.3 Rev. 03-2021 INSTRUCTIONS TO BIDDERS PRODUCT REQUIREMENTS CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA BID FILE NUMBER: 12301979 BID PROPOSALS WILL BE CONSIDERED FOR AWARD ONLY IF THE BIDDER HAS COMPLIED WITH THE FOLLOWING: Bid Proposals shall be submitted on the forms furnished by the Purchasing Manager, with all documents listed on the Bidder's Checklist, completely filled out, properly signed by the Bidder and delivered, under sealed cover, plainly marked to the Office of the Purchasing Manager, 2101 G Street, Bldg A, Fresno, California, 93706 or electronically filed utilizing Planet Bids prior to the date and time specified in the Notice Inviting Bids, when all bids will be publicly opened and recorded. Bids received at 3:00 p.m. or after will not be accepted. The time stamp in the Purchasing Division will be the official clock for documenting the time of filing. Electronically filed is defined as by means of electronic equipment or devices. In the event that both a paper and electronic bid for the same project are submitted, the City will use and accept the electronic version as the authorized submittal. CONTRACT DEFINITIONS. Attention of Bidders is especially directed to all provisions of the Contract Documents as defined in the GENERAL CONDITIONS. QUESTIONS, CLARIFICATIONS AND CONCERNS. The Specifications describing this project/purchase have been carefully prepared. Any questions or concerns relating to these Specifications shall be directed in writing to the designated Procurement Specialist of the Purchasing Division (see cover page) and may be submitted electronically. By utilizing the Questions and Answers field on Planet Bids. Questions will be accepted only up to 5 working days prior to the bid opening date to allow the City, if necessary, to issue an addendum to all bidders stating revisions, deletions, or additions to be made to the Specifications as a result of any questions. If questions arise after the deadline, please contact the designated Procurement Specialist, but the City will not guarantee a response. The City will not be responsible for verbal responses made by parties other than the Purchasing Manager or her/his designee. CONTACTS WITH CITY STAFF. Before an award is made, any contact with City staff, other than the Purchasing Manager or his/her designee(s), without prior written authorization is strictly prohibited and may render the Bidder non-responsible. REGULATED COMMUNICATIONS IN CITY PROCUREMENT PROCESS ORDINANCE. The Regulated Communications in City Procurement Process Ordinance (Article 6, Chapter 4 of the Fresno Municipal Code) became effective May 7, 2004. With certain specified exceptions, the Ordinance provides that no Respondent, Bidder, Proposer (as the case may be) shall initiate, engage in, or continue any communication to or with any City elected official concerning or touching upon any matter which is the subject of this competitive procurement process. RC PRODUCTS – FED 1.4 Rev. 03-2021 Any Respondent, Bidder, Proposer or elected official (as the case may be) who initiates, engages in, continues in, or receives any regulated communication shall file the written disclosure required by the Regulated Communications in City Procurement Process Ordinance. Any Respondent, Bidder, or Proposer violating the Regulated Communications in City Procurement Process Ordinance may be disqualified from participating in this procurement process and/or determined to be non-responsible. Additionally, the City may set aside the award of a contract, prior to its execution, to a party found to have violated the Ordinance. Note: The full text of Fresno Municipal Code, Chapter 4, Article 6 may be viewed on the City’s website at, http://www.fresno.gov. Under “Government”; “City Clerk”; “Fresno Municipal Code and City Charter.” Or view the Fresno Municipal Code directly at: https://library.municode.com/ca/fresno/codes/code_of_ordinances LOCAL PREFERENCE. Fresno Municipal Code Section 4-108 LOCAL PREFERENCE IN CONTRACTS REQUIRING COMPETITIVE BIDDING provides for a local preference. Portions pertinent to materials, supplies and/or equipment contracts are paraphrased as follows: Except for those Contracts funded by the federal or state government when such funding would be jeopardized because of this preference, the Council authorizes the Purchasing Manager to extend a preference to a local business as expressly set forth herein. Fresno Municipal Code section 4-108(a): For purposes of this section, “local business” shall mean a business with a fixed primary or branch office either (i) within a twenty-five mile radius of Fresno City Hall, located at 2600 Fresno Street in the City of Fresno, or (ii) within the County of Fresno; and which fixed primary or branch office was established prior to the City inviting bids for the respective purchase. The Purchasing Manager, in the evaluation of any and all sealed bids for materials, supplies and/or equipment pursuant to this section whenever the lowest responsive and responsible bid exceeds five hundred thousand dollars ($500,000), shall extend a five percent (5%) preference to a local business in award of the Contract as determined in subdivision (i) of “Extension of the Preference” below. Fresno Municipal Code section 4-108(b): For purposes of this section, “local business” shall mean a business (i) having a total of one hundred or fewer employees, an average annual gross receipts of twelve million dollars ($12,000,000.00) or less over the three calendar years immediately prior to the year in which city is inviting bids for the respective purchase, and having a valid small business certification issued by the State of California; (ii) with a fixed primary or branch office either within a twenty-five mile radius of Fresno City Hall, located at 2600 Fresno Street in the City of Fresno, or within the County of Fresno; and (iii) which fixed primary or branch office was established prior to the city inviting bids for the respective purchase. The Purchasing Manager, in the evaluation of any and all sealed bids for materials, supplies and/or equipment pursuant to this section whenever the lowest responsive and responsible bid is less than or equal to five hundred thousand dollars ($500,000), shall extend a five percent (5%) preference to a local business in award of the Contract as determined in subdivision (i) of “Extension of the Preference” below. Extension of the Preference: The preference under both Fresno Municipal Code sections 4-108(a) and (b) shall be extended consistent with each of the following: RC PRODUCTS – FED 1.5 Rev. 03-2021 (i) The amount of the preference shall be equal to the amount of 5% applied to the lowest responsive and responsible bid; provided, however, in no event shall the amount of the preference exceed the sum of $75,000. (ii) If the Bidder submitting the lowest responsive and responsible bid is not a local business, and if a local business has also submitted a responsive and responsible bid, and, with the benefit of the preference, the local business’ bid is equal to or less than the original lowest responsive and responsible bid, the City shall award the Contract to the local business at its submitted bid price. (iii) The Bidder shall certify, under penalty of perjury, that the Bidder qualifies as a local business. The preference is waived if the certification does not appear on the bid. Bidders shall submit the CERTIFICATION FOR LOCAL PREFERENCE form with their bid if they seek the benefit of local preference. APPROVED EQUALS. For equipment and material purchases, where brand name/model are specified, the City reserves the right to evaluate any product or type of equipment offered on the Bid Proposal and to determine acceptability as an "approved equal." 1. All Bid Proposals must be accompanied with pertinent information that provides sufficient technical data to evaluate the item(s) offered. The information may consist of manufacturer’s literature, specifications, drawings (to scale), sketches (to proportion) performance data, etc., where same is necessary to completely describe the product. 2. The decision of acceptability as an "approved equal" shall be within the sole discretion of the City. If approval as an equal is denied by the City, Contractor shall provide one of the manufacturers/brands listed in the Specifications without change in the Contract price. 3. Bidder shall contact the designated Procurement Specialist in the Purchasing Division and submit Exhibit X at least seven (7) days prior to the scheduled bid opening. EXCEPTIONS. Any exceptions taken at the time of or after bid submittal, may render the bid nonresponsive. Attachments by Bidders which include legal terms and conditions that conflict with the GENERAL CONDITIONS may be considered an exception, and Bidder may, therefore, be considered nonresponsive. BID APPEAL PROCEDURE. The City has an appeal procedure in place as adopted by the City Council on April, 29, 2003 in Resolution No. 2003-129. Any bidder wishing to file an appeal should refer to that Resolution. A copy of the Resolution may be obtained from the City Clerk's Office, 2600 Fresno Street, Fresno, CA 93721. Once City staff has reviewed and evaluated the bid proposals received and has determined the lowest responsible Bidder for award, that determination will be posted on a public bulletin board outside the Purchasing Divisions Office and on the City’s website www.fresno.gov, Departments, Finance, Purchasing, Anticipated Formal Bid Award, a minimum of 5 working days prior to Council action to award a Contract for the project/purchase. The bulletin board and website will generally be updated by Monday of each week, no later than 5 p.m. It is the sole responsibility of interested bidders to seek this information from either of these sources. Should bidders wish to appeal the staff determination, appeals must be received in writing within 5 working days from the time the determination is posted and conform to the requirements under RC PRODUCTS – FED 1.6 Rev. 03-2021 Resolution No. 2003-129. "Working day" means a City of Fresno regular business day. In no event will appeals be accepted later than 5:00 p.m. on the day before Council is scheduled to take action on the Contract award. Appeals must be submitted to following: City of Fresno Purchasing Division 2101 G Street, Bldg A Fresno, CA 93706 Letters of appeal must clearly state why it is felt the staff's determination of bid award is to someone other than the lowest responsive and responsible Bidder, or outside the procedural requirements for the submission and opening of bids. Appeals not submitted within the stated time will not be honored and the City will proceed to award the Contract. DEBARMENT. A Bidder may be debarred from bidding or proposing upon or being awarded any contract with the City, or from being a subcontractor or supplier at any tier upon such contract, in accordance with the procedures in Fresno Municipal Code Section 4-104 adopted by Council on May 17, 2018. The initial period of any such debarment shall not be less than one year and may be permanent depending on the violation. A Bidder may request a hearing, in accordance with Fresno Municipal Code Section 4-104, upon receipt of a notice of proposed debarment from the City Manager or designee. A copy of the ordinance may be obtained from the City Clerk’s Office, 2600 Fresno Street, Fresno, California 93721. ADA. Accessibility Requirements: Supplier warrants that it complies with California and federal disabilities laws and regulations; and the Services will conform to the accessibility requirements of WCAG 2.0AA. Supplier agrees to promptly respond to and resolve any complaint regarding accessibility of its Services. The City may require bidder to comply with these accessibility requirements if they are awarded a contract. ACH Payment Initiative-Electronic Payment. Contractor shall provide complete and accurate billing invoices in order to receive payment. Billing invoices submitted must contain all information and supporting documentation required by the contract. Payment for invoices submitted by the contractor shall only be rendered electronically unless payment by paper check is expressly authorized by the Controller, in the Controller’s sole discretion, due to extenuating circumstances. Such electronic payment shall be made in accordance with ordinary City procedures and practices. The contractor shall comply with the Controller’s procedures to authorize electronic payments. Contractor acknowledges that it will not receive payment on any invoices submitted under this Contract if it does not comply with the Controller’s electronic payment procedures, except where the Controller has expressly authorized payment by paper check as set forth above. RC PRODUCTS – FED 1.7 Rev. 03-2021 BIDDER’S NAME: (Submit with Bid Proposal) BIDDER’S CHECKLIST PRODUCT REQUIREMENTS CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA Bid File No. 12301979 SUBMIT THIS BIDDER'S CHECKLIST WITH YOUR BID DOCUMENTS. Bidders shall complete and submit all documents marked with an "X" in the "REQUIRED" column. Documents required on the checklist but not included may render your bid nonresponsive and ineligible for award. Bids received by the City by the scheduled bid opening time will be opened and publicly read but are subject to verification that all the required documents have been submitted. REQUIRED [X] 1. BID PROPOSAL PAGES 1.8 through 1.10. [X] 2. CERTIFICATION FOR LOCAL PREFERENCE, if applicable, page 1.11. [X] 3. ACH PAYMENT INITIATIVE – ELECTRONIC PAYMENT, page 1.12 [X] 4. SIGNATURE PAGES 1.13 and 1.14. [X] 5. PRODUCT DATA SHEET 4.0 through 4.12. [X] 6. ADDENDA - Signature page of all Addenda issued, if applicable. Addenda No. _____ to _____ (Enter numbers). [X] 7. LITERATURE/STANDARD WARRANTY. As required on page 4.0, paragraph (d), any applicable manufacturer's Published Price List or website, and two copies, if attached to paper copy, of the manufacturer's descriptive literature and specifications or website, including a copy of the manufacturer's standard warranty. SUBMITTED BY: Name of Company Contact Name Address City State Zip Phone No. Fax No. E-Mail Address: _________________________________________________________________ RC PRODUCTS - FED 1.8 Rev. 03-2021 BIDDER'S NAME: BID PROPOSAL PRODUCT REQUIREMENTS CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA Bid File No. 12301979 TERM OF CONTRACT The Contract shall be in effect for three (3) years from the date of the Notice to Proceed. The Contract may be extended, with the mutual consent of both parties, for three (3) one-year increments. TO: THE PURCHASING MANAGER OF THE CITY OF FRESNO The undersigned Bidder hereby proposes to furnish to the City of Fresno, in accordance with the Specifications annexed hereto and made a part hereof, the following item(s) delivered F.O.B. Destination, Freight Prepaid & Allowed, to the jobsite(s) as specified in the Special Conditions of these Specifications, and at the prices set forth in the following bid item(s): BID ITEM QTY DESCRIPTION UNIT PRICE TOTAL PRICE PER THOUSAND 1. 500,000 Pre-Encoded 1 Ride Ticket $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.1 2. 100,000 Pre-Encoded Reduced 1 Ride Ticket $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.2 3. 20,000 Pre-Encoded Student 1 Ride Ticket $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.3 4. 20,000 Pre-Encoded 10 Ride Ticket $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.4 5. 20,000 Pre-Encoded Reduced 10 Ride Ticket $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.5 6. 50,000 Pre-Encoded 31 Day Pass $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.6 7. 20,000 Pre-Encoded Reduced 31 Day Pass $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.7 8. 20,000 Pre-Encoded Student 31 Day Pass $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.8 9. 20,000 Pre-Encoded FUSD Student 31 Day Pass $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.9 RC PRODUCTS - FED 1.9 Rev. 03-2021 10. 70,000 Unencoded Smooth Varnish TVM Card $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.10 11. 70,000 Unencoded Rough Varnish TVM Card $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.11 12. 1,500,000 Unencoded FAX Transfer Ticket $ $ 2.125W x 3.375L SEE EXAMPLE P. 4.12 SUBTOTAL: $ Sales Tax 8.35%: $ Total Net Bid Amount: $ The Total Net Bid Amount is ________________________________________ Dollars and ______________________ Cents. Completion of Bid Proposal Form to be Eligible for Award. Bidders must bid all bid items within a section (including any Alternates). The Bidder is non- responsive and ineligible for award in the event Bidder fails to initial this paragraph on the line provided and completely fill in the Bid Proposal Form including, without limitation, all dollar amounts and information called for on this Bid Proposal Form. By his/her initials to the right hereof, Bidder represents he/she has read and understands the consequences of not completely filling in this Bid Proposal Form. Initial The quantities listed on the Bid Proposal page(s) are annual estimates, shown for bidding purposes only. The actual requirement of the City may be more or less than the quantities specified. The City will pay for only those items which it actually orders during the term of the Contract. RC PRODUCTS - FED 1.10 Rev. 03-2021 BIDDER'S NAME: (Submit with Bid Proposal) CONTRACT QUANTITIES. The City reserves the right to increase or decrease quantities in accordance with available funds as appropriated by the City Council. If the City Council has not appropriated funds or sufficient funds are not available to complete the purchase, the City reserves the right to decrease quantities to stay within the budget limitations. QUANTITIES FOR BIDDING PURPOSES. The quantities listed on the Bid Proposal page are shown for bidding purposes only. The actual requirement of the City may be more or less than the specified estimated quantities. The City will acquire its needs from the successful Bidder during the term of the Contract and will pay for only those quantities it actually orders and receives. ADDENDA. The City makes a concentrated effort to ensure any addenda issued relating to these specifications are distributed to all interested parties. It shall be the Bidder's responsibility to inquire as to whether any addenda to the Specifications have been issued. Upon issuance by the City, all Addenda are part of the Bid Proposal. Signing the Bid Proposal on the signature page thereof shall also constitute signature on all Addenda. PRECEDENCE OF BID PRICES. In the event of discrepancies between the bid total, summaries of totals and unit price extensions, the unit price correctly extended will control over the summaries of totals, and the summaries of totals correctly added will control over the total, whether the summaries of totals are extended unit prices or lump sums. RIGHT TO REJECT ANY AND ALL BIDS. The City reserves the right to reject any and all bids. TIME PERIOD TO AWARD/REJECT BIDS. The undersigned Bidder agrees that the City may have NINETY (90) DAYS from the date bids are opened to accept or reject this Bid Proposal. It is further understood that if the Bidder to whom any award is made fails to enter into a Contract as provided in the Specifications, award may be made to the next lowest responsive and responsible Bidder, who shall be bound to perform as if he/she had received the award in the first instance. No Bid Proposal may be withdrawn prior to award within that time. AWARD OF CONTRACT. When bids are submitted to the Council, the award will be made to the lowest responsive and responsible bidder, subject to the right to reject any and all bids, pursuant to Fresno Municipal Code section 4-102. MINOR IRREGULARITIES. The City of Fresno reserves the right to waive any informality or minor irregularity that does not have a monetary consideration when it is in the best interest of the public and of the City to do so. A discrepancy that offers a Bidder an unfair advantage will cause the bid to be nonresponsive. TIEBREAKER. In the event a tiebreaker is needed to establish the lowest responsive and responsible Bidder, the City shall, unless otherwise agreed upon by all participating parties, utilize a coin toss as a tiebreaker to be administered by a third party chosen by mutual consent of the participants. Such coin toss shall take place within 7 working days from the date of bid opening. If the City determines that a tiebreaker is necessary, each applicable Bidder agrees to participate or to indemnify the City in any litigation resulting from the utilization of the tiebreaker. If a Bidder refuses to timely participate, the City shall conduct the coin toss in a manner determined by the City to be fair to all and the results of such coin toss shall be final. RC PRODUCTS - FED 1.11 Rev. 03-2021 BIDDER’S NAME: (Submit with Bid Proposal, if applicable) CERTIFICATION FOR LOCAL PREFERENCE PRODUCT REQUIREMENTS CONTRACT FOR: FRESNO AREA EXPRESS FARE MEDIA Bid File No. 12301979 We certify that we qualify as a local business pursuant to Fresno Municipal Code section 4-108(a). Location of Business: Primary Office [ ] Please provide street address Branch Office [ ] (PO Box is not acceptable) (Please mark as applicable) Address: Phone: **************************************************************************************************** We certify that we qualify as a local business pursuant to Fresno Municipal Code section 4-108(b). Location of Business: Primary Office [ ] Please provide street address Branch Office [ ] (PO Box is not acceptable) (Please mark as applicable) Address: Phone: Provide total number of employees (includes employees of fixed primary and any branch offices of Bidder): The average annual gross receipts over the previous three calendar years to the city inviting bids herein (includes gross receipts of fixed primary and any branch offices of Bidder) $ Small Business Certification issued by the State of California Certification Number: Date of expiration: The undersigned Bidder hereby declares under penalty of perjury under the laws of the State of California that the information contained on this CERTIFICATION FOR LOCAL PREFERENCE is correct and complete. The above Certification is part of the Bid Proposal. Signing this Bid Proposal on the signature page thereof shall also constitute signature of this Certification. Bidders are cautioned that making a false certification may subject the certifier to criminal prosecution RC PRODUCTS - FED 1.12 Rev. 03-2021 (Submit with Proposal) Initial:____________________ CITY OF FRESNO FINANCE DEPARTMENT ACCOUNTS PAYABLE SECTION AUTHORIZATION AGREEMENT FOR DIRECT PAYMENTS (ACH PAYMENT) Company Contact Email Name Address (Required) Contact Name Telephone Number The City of Fresno, Finance Department, (FINANCE DEPARTMENT), is authorized to initiate credit entries to the company above, (COMPANY), in the account below at the depository financial institution named below, (DEPOSITORY), and to credit the same to such account. Company acknowledges that the origination of ACH transactions to its account must comply with the provisions of U.S. law. Depository Name Branch City State Zip Code Routing Account Number Number o ACH Authorization Agreement Form already on file with City. This authorization is to remain in full force and effect until FINANCE DEPARTMENT has received written notification of its termination. The FINANCE DEPARTMENT and DEPOSITORY have a reasonable time to process the termination. Name(s) (Please print) Signature Date Title RC PRODUCTS - FED 1.13 Rev. 03-2021 (Submit with Bid Proposal) SIGNATURE PAGE By my signature on this Bid Proposal I certify, under penalty of perjury, that the foregoing statements, pages 1.7 through 1.12, and those contained herein are true and correct. BID SUBMITTED BY: (Please follow the instructions for each line, as explained below.) (1) ( ) ( ) Bidding Firm Phone Fax (2) [ ] Corp: State of Incorporation: [ ] Individual [ ] Partnership [ ] Other: (3) Business Address City State Zip Code (4) By: Signature of Authorized Person Type or Print Name of Authorized Person and Title Federal Tax I.D. No.: Date: INSTRUCTIONS FOR SIGNATURE PAGE LINE 1: The name of the Bidder must be the same as that under which a license is issued, if a license is required. If the Bidder is a corporation, enter the exact name of the corporation under which it is incorporated; if Bidder is an individual, enter name; if Bidder is an individual operating under a trade name, enter name and dba (trade name in full); if a partnership, enter the correct trade style of the partnership; if a joint venture, enter exact names of entities joining in the venture. LINE 2: Identify here the character of the name shown under (1), i.e., corporation (including state of incorporation), individual, partnership, or joint venture. LINE 3: Enter the address to which all communications and notices regarding the Bid Proposal and any Contract awarded thereunder are to be addressed. LINE 4: (a) If the Bidder is a corporation, the Bid Proposal must be signed by an officer or employee authorized to sign Contracts on behalf of the corporation evidenced by inclusion of one of the following certified by the secretary of the corporation, authorizing the officer or employee to sign contracts (sample certification attached): a copy of the Articles of Incorporation, a copy of the Bylaws, a copy of the Board Resolution or Minutes authorizing the officer or employee to sign Contracts. RC PRODUCTS - FED 1.14 Rev. 03-2021 (Submit with Bid Proposal) (b) If Bidder is an individual, he/she must sign the Bid Proposal, or if the Bid Proposal is signed by an employee or agent on behalf of the Bidder, a copy of a power of attorney must be on file with the City of Fresno prior to the time set for the opening of the bids or must be submitted with the Bid Proposal. (c) If the Bidder is a partnership, the Bid Proposal must be signed by all general partners; or by a general partner(s) authorized to sign Contracts on behalf of the partnership evidenced by inclusion of either a copy of the Partnership Agreement or a recorded Statement of Partnership. (d) If the Bidder is a joint venture, the Bid Proposal must be signed by all joint venturers; or by a joint venturer(s) authorized to sign Contracts on behalf of the joint venture evidenced by inclusion of either a copy of the Joint Venture Agreement or a recorded Statement of Joint Venture; and if the joint venturer(s) is a corporation or a partnership signing on behalf of the Joint Venture, then Paragraphs (a) and c) above apply respectively. Where Bidder is a partnership or a corporation, the names of all other general partners, or the names of the president and secretary of the corporation, and their business addresses must be typewritten below: NAME ADDRESS NOTE: All addresses must be complete with street number, City, State and Zip Code. RC PRODUCTS - FED 1.15 Rev. 03-2021 SAMPLE CERTIFICATION I, , certify that I am the secretary Name of the corporation named herein; that who signed this Name Bid Proposal on behalf of the corporation, was then of Title said corporation; that said Bid Proposal is within the scope of its corporate powers and was duly signed for and on behalf of said corporation by authority of its governing body, as evidenced by the attached true and correct copy of the Name of Corporate Document By: Name: Title: Secretary Date: RC PRODUCTS - FED 1.16 Rev. 03-2021 CONTRACT DOCUMENT (To be filed after award by successful Bidder) RC PRODUCTS - FED 1.17 Rev. 03-2021 SAMPLE PRODUCT REQUIREMENTS CONTRACT THIS CONTRACT is made and entered into by and between the CITY OF FRESNO, a California municipal corporation, hereinafter called the "City," and [Contractor Name], [Legal Identity], hereinafter called the "Contractor," as follows: 1. CONTRACT DOCUMENTS. The "Notice Inviting Bids," "Instructions to Bidders," "Bid Proposal," and the "Specifications" including "General Conditions", "Special Conditions" and "Technical Specifications" for the following: FRESNO AREA EXPRESS FARE MEDIA (Bid File No. [Number]) [Alternates (if any)] copies of which are annexed hereto, together with all the drawings, plans, and documents specifically referred to in said annexed documents, and are hereby incorporated into and made a part of this Contract, and shall be known as the Contract Documents. 2. PRICE. For the estimated monetary consideration of [WRITTEN $ AMOUNT] DOLLARS AND [WRITTEN CENTS AMOUNT] CENTS ($[DOLLAR AMOUNT]), as set forth in the Bid Proposal, Contractor promises and agrees to furnish or cause to be furnished, in a new and working condition, and to the satisfaction of City, and in strict accordance with the Specifications, all of the items as set forth in the Contract Documents. 3. PAYMENT. City accepts Contractor's Bid Proposal as stated and agrees to pay the consideration stated, at the times, in the amounts, and under the conditions specified in the Contract Documents. Contractor agrees to accept electronic payment from the City. 4. INDEMNIFICATION: To the furthest extent allowed by law, Contractor shall indemnify, hold harmless and defend City and each of its officers, officials, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including, but not limited to personal injury, death at any time and property damage) incurred by City, Contractor or any other person, and from any and all claims, demands and actions in law or equity (including attorney's fees, litigation expenses, and costs to enforce this agreement), arising or alleged to have arisen directly or indirectly out of performance of this Contract. Contractor's obligations under the preceding sentence shall apply regardless of whether City or any of its officers, officials, employees, agents or volunteers are passively negligent, but shall not apply to any loss, liability, fines, penalties, forfeitures, costs or damages caused by the active or sole negligence, or by the willful misconduct, of City or any of its officers, officials, employees, agents or volunteers. If Contractor should subcontract all or any portion of the work to be performed under this Contract, Contractor shall require each subcontractor to indemnify, hold harmless and defend City and each of its officers, officials, employees, agents and volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Contract. / / / / / / RC PRODUCTS - FED 1.18 Rev. 03-2021 IN WITNESS WHEREOF, the parties have executed this Contract on the day and year here below written, of which the date of execution by City shall be subsequent to that of Contractor’s, and this Contract shall be binding and effective upon execution by both parties. [Contractor Name], [Legal Identity] By: Name: (Type or print written signature.) Title: Dated: By: Name: (Type or print written signature.) Title: Dated: CITY OF FRESNO, a California municipal corporation By: [Name], Purchasing Manager General Services Department Dated: ATTEST: TODD STERMER, CMC City Clerk By: Deputy No signature of City Attorney required. Standard Document #FIN 4.0 has been used without modification, as certified by the undersigned. By: [City Certifier Name] [City Certifier Title] General Services department City address: City of Fresno Attention: [Name], [Title] [Street Address] Fresno, CA [Zip] 2.0 CITY OF FRESNO SPECIFICATIONS PRODUCT REQUIREMENTS CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA BID FILE NUMBER: 12301979 GENERAL CONDITIONS 1. DEFINITIONS: Wherever used in the Specifications, including the Instructions to Bidders and the Bid Proposal, or any of the Contract Documents, the following words shall have the meaning herein given, unless the context requires a different meaning. (a) "Bidder" shall mean and refer to each person or other entity submitting a bid proposal, whether or not such person or entity shall become a Seller by virtue of award of a Contract by the City. (b) "City," “Buyer,” “Owner,” "Vendee" and "City of Fresno" shall each mean and refer to the City of Fresno, California. (c) "Contract" and "Contract Documents" shall each mean and refer to these Specifications, including the Instructions to Bidders, the Bid Proposal and any addenda thereto, the Agreement and other standard Specifications, City's Specifications and other papers and documents incorporated by reference into or otherwise referred to in any of the foregoing documents, whether or not attached thereto. (d) "Contractor," Seller,” "Supplier" and "Contractor" shall each mean and refer to each person or other entity awarded a Contract hereunder and named or to be named in the Agreement with the City to furnish the goods or services, or both, to be furnished under the Contract. (e) "Council" and "City Council" shall each mean and refer to the Council of the City. (f) "Goods" and "Merchandise" shall each mean and refer to the equipment, material, article, supply or thing to be furnished by the Seller under the Contract. (g) "Purchasing Manager" shall mean and refer to the Purchasing Manager of the City. (h) "Specifications" shall mean and refer to all of the Contract Documents. (i) “Working day” shall mean and refer to City regular business day. 2. PRODUCTS LIABILITY INSURANCE: Contractor shall maintain, and provide the City of Fresno with verification of, manufacturer's products liability insurance policy in excess of $1,000,000 by providing a certificate of insurance on said Bid Item(s) equipment. Certificates shall be issued by an insurance company meeting the requirements to conduct business in the state of California. City of Fresno is required to be an additional insured with primary and non- contributory coverage in favor of the City on this General Liability Policy. 3. INDEMNIFICATION: To the furthest extent allowed by law, Contractor shall indemnify, hold harmless and defend City and each of its officers, officials, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in Contract, tort or strict liability, including, but not limited to personal injury, death at any time and property damage) incurred by City, Contractor or any other person, and from any and all claims, demands and actions in law or equity (including attorney's fees, litigation expenses, and costs to enforce this agreement), arising or alleged to have arisen directly or indirectly out of performance of this Contract. Contractor's obligations under the preceding sentence shall apply regardless of whether the City or any of its officers, officials, employees, agents or volunteers are passively negligent, but shall not apply to any loss, liability, fines, penalties, forfeitures, costs or damages caused by the active or sole negligence, or by the willful misconduct, of the City or any of its officers, officials, employees, agents or volunteers. 2.1 If Contractor should subcontract all or any portion of the work to be performed under this Contract, Contractor shall require each subcontractor to indemnify, hold harmless and defend City and each of its officers, officials, employees, agents and volunteers in accordance with the terms of the preceding paragraph. This section shall survive termination or expiration of this Contract. 4. WORKMANSHIP GUARANTY: The workmanship of the goods or services provided to the City by the Contractor will be in accordance with generally accepted standards. 5. WARRANTY: For the purchase of equipment and material, the Contractor, unless otherwise provided in the Specifications, shall guarantee all items furnished in accordance with the standard guarantee offered by the manufacturer to cities and consumers of the product. The Contractor shall be responsible for all warranty costs, including the transportation costs to and from the repair station. 6. PRECEDENCE OF CONTRACT DOCUMENTS: The order of precedence of documents shall be: (1) Rules and Regulations of Federal Agencies relating to the source of funds for this purchase; (2) Supplemental Agreements, Change Orders, or Contract the one dated later having precedence over another dated earlier; (3) Special Conditions; (4) General Conditions; (5) Technical Specifications. Whenever any conflict appears in any portion of the Contract, it shall be resolved by application of the order of precedence. 7. CONTRACT DOCUMENTS: Upon award of the Contract, the Contractor shall execute and submit all required documents (which will include the "Contract," a sample of which is included in these Specifications on page 1.10) to the Purchasing Manager, 2101 G Street, Bldg A, Fresno, California 93706 in a form acceptable to the City of Fresno within 15 calendar days (except in the event federal funding is applicable to this Contract, then 10 working days) from the date of Notice of Award. Failure to provide said documents within the designated period shall be sufficient cause to forfeit the Contractor's bid deposit and initiate a departmental recommendation to the Council to award the Contract to the next lowest responsive and responsible Bidder. 8. ASSIGNMENT OF PAYMENT: Contractor hereby agrees it will not assign the payment of any monies due it from the City under the terms of this Contract to any other individual(s), corporation(s) or entity(ies). The City retains the right to pay any and all monies due Contractor directly to Contractor. 9. PATENTS: For the purchase of equipment and material, the Contractor shall hold the City of Fresno, its officers and employees, harmless from any and all liability for damages arising out of the use of any patented material, equipment, device or process incorporated into or made a part of or required by the manufacturer's specifications to be used on or in connection with the material, equipment or supplies purchased by the City pursuant to these Specifications, and Contractor agrees, by submission of a proposal hereunder, to defend the City, at Contractor's sole expense, in any action or suit for damages or injunctive relief on account of any allegedly unauthorized use of or infringement of patent rights on any patented material, equipment, device or process, if the City is named as a defendant in any such action or suit. 10. OSHA COMPLIANCE: For the purchase of equipment and material, the items covered by this Contract must conform with the Safety Orders of the State of California, Division of Industrial Safety, pursuant to the California Occupational Safety and Health Act, and the Federal Standards established by the Occupational Safety and Health Act of 1970, and their present and future amendments during the term of this Contract. In the event of a conflict between such Safety Orders and Federal Standards, the items shall conform to the respective Order or Standard which is more restrictive. 11. RECYCLING PROGRAM: In the event Contractor maintains an office or operates a facility(ies), or is required herein to maintain or operate same, within the incorporated limits of the City of Fresno, Contractor at its sole cost and expense shall: 2.2 (i) Immediately establish and maintain a viable and ongoing recycling program, approved by City’s Solid Waste Management Division, for each office and facility. Literature describing City recycling programs is available from City’s Solid Waste Management Division and by calling City of Fresno Recycling Hotline at (559) 621-1111. (ii) Immediately contact City’s Solid Waste Management Division at (559) 621-1452 and schedule a free waste audit, and cooperate with such Division in their conduct of the audit for each office and facility. (iii) Cooperate with and demonstrate to the satisfaction of City’s Solid Waste Management Division the establishment of the recycling program in paragraph (i) above and the ongoing maintenance thereof. 11. DELIVERY AND EXTENSIONS: Unless otherwise provided in the Specifications, delivery shall be made F.O.B. the specified place of delivery within the City of Fresno or environs. If Contractor is delayed making delivery by any conditions or events beyond the reasonable control of Contractor and without its fault or negligence such as acts of God or the public enemy, acts of City in its contractual capacity or otherwise, illegal strikes, boycotts or like illegal obstructive action by employee or labor organizations, illegal general lockouts or other defensive action by employers, whether general or by organizations of employers, fires, floods, epidemics, quarantine restrictions, and delays of common carriers; Contractor shall have no claim for damages against City for any such cause of delay, but shall in such cases be entitled to such extension of time as shall reasonably compensate for actual loss of time occasioned thereby, upon application to said City Manager for such extension; provided, that no such extension of time shall be granted unless Contractor shall have notified the Purchasing Manager in writing, of the condition or event which is expected to cause a delay in delivery and the actual or estimated number of days of delay anticipated on account thereof, within one week after the commencement or occurrence of the condition or event. Contractor shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to the Purchasing Manager of the cessation of such occurrence. The decision of said City Manager as to the number of additional days, if any, to be allowed for completion of delivery on account of such condition or event, shall be given in writing to Contractor. 12. PAYMENT: Unless otherwise provided in the Specifications, payment of the Contract price shall be made by City to Contractor in lawful money of the United States by warrant of City issued and delivered to Contractor in the ordinary course of City business promptly after completion of delivery of the specified item(s) and their acceptance by City. 13. TERMINATION FOR CONVENIENCE: The City reserves the right to terminate this Contract upon 60 calendar days prior written notice to the Contractor. In the event of such termination, the Contractor shall be paid for satisfactory service performed to the date of termination. 14. TERMINATION FOR NON-PERFORMANCE: If Contractor shall (i) materially breach any of its obligations under this Contract (including, without limitation, the failure to meet quality standards or to complete delivery, within the time specified herein, of all or any part of the materials, equipment, supplies or services to be provided under the Contract), and (iii) fail to commence and diligently pursue reasonable efforts to cure such breach within 5 calendar days after written notice by the City specifically describing the breach; the City Manager or his/her designee, acting for and on behalf of the City, may at any time after the expiration of the time for delivery, terminate the Contract as to the whole thereof, or in the event partial delivery has been made and accepted, as to such items or service to be furnished which have not been delivered or accepted prior to such termination. Such termination shall be effective upon receipt by Contractor of written notice of termination from said City Manager or his/her designee, which notice shall be deemed to have been received by Contractor, if mailed, within forty-eight hours to Contractor’s address as contained in the Contractor’s Bid Proposal or, if personally delivered, upon the delivery thereof to Contractor, the authorized representative of Contractor, or to the Contractor’s said address. 2.3 The Contractor may terminate this Contract if City materially breaches any of its obligations under this Contract and fails to commence and diligently pursue reasonable efforts to cure such breach within 30 calendar days after written notice by the Contractor specifically describing the breach. Such termination shall be effective upon receipt by City of written notice of termination from Contractor, which notice shall be deemed to have been received by City, if mailed, within forty-eight hours to City’s address as contained on the signature page of the Contract or, if personally delivered, upon the delivery thereof to the authorized representative of City or to City’s said address. 15. NOTICES: Except as otherwise expressly provided in the Specifications, any notice required or intended to be given to either party under the terms of this Contract shall be in writing and shall be deemed to be duly given if delivered personally or sent by United States registered or certified mail, with postage prepaid, return receipt requested, addressed to the party to which notice is to be given at the party's address set forth on the signature page of the Bid Proposal in the case of the Contractor and at the address set forth on the signature page of the Contract in the case of the City, or at such other address as the parties may from time to time designate by written notice. Notices served by United States mail in the manner above described shall be deemed sufficiently served or given at the time of the mailing thereof. 16. BINDING: Subject to the following section, once this Contract is signed by all parties, it shall be binding upon, and shall inure to the benefit of, all parties, and each parties' respective heirs, successors, assigns, transferees, agents, servants, employees and representatives. 17. ASSIGNMENT: The Contract is personal to the Contractor and there shall be no assignment, transfer, sale, or subcontracting by the Contractor of its rights or obligations under the Contract without the prior written approval of the City. Any attempted assignment, transfer, sale or subcontracting by the Contractor, its successors or assigns, shall be null and void unless approved in writing by the City. 18. COMPLIANCE WITH LAW: In providing the services required under this Contract, Contractor and its subcontractors shall at all times comply with all applicable laws of the United States, the State of California and City, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Contract. 19. WAIVER: The waiver by either party of a breach by the other of any provision of this Contract shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Contract. No provisions of this Contract may be waived unless in writing and signed by all parties to this Contract. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein. 20. HEADINGS: The section headings in this Contract are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Contract. 21. SEVERABILITY: The provisions of this Contract are severable. The invalidity, or unenforceability of any one provision in this Contract shall not affect the other provisions. 22. INTERPRETATION: The parties acknowledge that this Contract in its final form is the result of the combined efforts of the parties and that, should any provision of this Contract be found to be ambiguous in any way, such ambiguity shall not be resolved by construing this Contract in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning. 23. ATTORNEY’S FEES: If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of the Contract, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorney’s fees and legal expenses. 2.4 24. EXHIBITS: Each exhibit and attachment referenced in this Contract is, by the reference, incorporated into and made a part of this Contract. 25. CUMULATIVE REMEDIES: No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity. 26. NO THIRD PARTY BENEFICIARIES: The rights, interests, duties and obligations defined within this Contract are intended for the specific parties hereto as identified in the preamble of this Contract. Notwithstanding anything stated to the contrary in this Contract, it is not intended that any rights or interests in this Contract benefit or flow to the interest of any third parties other than expressly identified within this section. The parties do intend that in the event that the State of California is funding the purchase hereunder, that the State of California be a third party beneficiary under this Contract and all rights, interest and benefits of this Contract accrue to the State. 27. FUNDING: This Contract is contingent on the appropriation of funds by City. Should funds not be appropriated, this Contract may be terminated by City upon prior written notice to Contractor notwithstanding any other provision of these General Conditions. 28. GOVERNING LAW AND VENUE: The Contract shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the filing of any action regarding the enforcement or interpretation of the Contract and any rights and duties hereunder shall be Fresno County, California. 29. EXTENT OF CONTRACT: Each party acknowledges that they have read and fully understand the contents of this Contract. This Contract represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. 30. MODIFICATIONS AND CHANGE ORDERS: This Contract may be modified only by written instrument duly authorized and executed by both City and Contractor in accordance with City’s current applicable contract change order resolution, as may be revised. The City reserves the right to add, modify or delete items from the Contract including, without limitation, the Special Conditions and Technical Specifications. Any such changes shall be made only by means of a formal change order signed by both the City and the Contractor. RC PRODUCTS - FED 3.0 Rev. 03-2021 CITY OF FRESNO BID SPECIFICATIONS PRODUCT REQUIREMENTS CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA BID FILE NUMBER: 12301979 SPECIAL CONDITIONS TERM OF CONTRACT This Contract shall be in effect for three (3) years from the date of the Notice to Proceed (“Initial Term”). The Contract may be extended, with the mutual consent of both parties, for three (3) one-year increments with price increases/decreases in accordance with the provisions set forth herein, all other terms and conditions specified herein remaining the same. If either the City or Contractor elects not to extend the Contract, or upon expiration of the final one-year extension term, the Contractor shall aid the City in continuing, uninterruptedly, the requirements of the Contract, by continuing to perform on a temporary basis, when specifically requested to do so in writing by the Purchasing Manager, for a specified term not to exceed twelve months. Such continuance shall be subject to price increases/decreases in accordance with the provisions set forth herein, and all other terms and conditions remaining the same as if the Contract had been extended for such a temporary period by an amendment hereto. PRICING CONDITIONS For the first 36-month period of the Contract, pricing will be fixed at the Bid Proposal price. Sixty days prior to the 3-year anniversary date of the Contract, the Contractor may submit proposed pricing revisions for the following 12-month period to the Purchasing Manager of the City of Fresno. The Contractor must provide adequate documentation to substantiate any request for price increase. Any increase in unit price for any item included in this Contract shall not exceed, unless otherwise approved by the Purchasing Manager, the percent change for the following Producer’s Price Index, as published by the Bureau of Labor Statistics: Producer Price Index by Commodity: Pulp, Paper, and Allied Products: Commercial Printing (Product Code WPU0947). In the event that the index drops, the Contractor shall pass on to the City an equivalent reduction in pricing. The basis of the index shall be established as the last available month at the date of the Notice to Proceed. If, during the course of this Contract, the Contractor’s selling price of any of the item(s) bid, is below the Contract Bid Proposal price, the City will receive the lowest pricing. AUTHORIZATION TO PLACE ORDERS Names of individuals authorized to place orders will be provided in writing by the City upon or following the issuance by the City of the Notice to Proceed. City may modify such writing from time to time by notice to the Contractor. CONTRACTOR’S AUTHORIZED REPRESENTATIVE The name, mailing address, telephone number, any e-mail address and any facsimile number of Contractor’s authorized representative shall be provided in writing by Contractor no later than 5 calendar days following the issuance by the City of the Notice to Proceed. DELIVERY Cancellation of backorders is not acceptable. Except as otherwise expressly provided herein, delivery(ies) shall be made within ninety (90) calendar days from the respective City notification of release of goods against this Contract. The Contractor must fill orders in their entirety within ninety (90) calendar days or must receive written approval from the City for an extension of the delivery date. Any goods deemed by the City to be defective, or any RC PRODUCTS - FED 3.1 Rev. 03-2021 wrong parts shipped in error, must be replaced within thirty (30) calendar days of notification. Delivery of items is to be F.O.B. DESTINATION, FREIGHT PREPAID AND ALLOWED, to: City of Fresno – Department of Transportation Fresno Area Express Attention: Sarah Lambeth 2223 G Street Fresno, CA 93706 Delivery is to be made between the hours of 08:00 A.M. and 04:00 P.M. and during regular City of Fresno working days. NON-DELIVERY If the Contractor fails to meet delivery requirements, the City may, but is not obligated to, procure the goods from another source and recover any loss occasioned thereby (including, without limitation, any increase in cost and liquidated damages for Contractor’s delay up to date of delivery and acceptance by City of goods from another source), from any unpaid balance due the Contractor or through reduction of future invoices. Otherwise, Contractor will reimburse City within 30 days of receipt of invoice from the City. The price paid by the City shall be considered the prevailing market price at the time purchase is made. City will notify Contractor of any decision to procure the goods from another source. Such notification may be by telephone, electronic mail, or facsimile to Contractor or Contractor’s authorized representative. LIQUIDATED DAMAGES Time of delivery is of the essence, and the City and Contractor, by executing the Contract, each agree that actual damages to the City, and actual damages for the inconvenience and loss which will flow to the inhabitants of the City, from any delay in delivery beyond the date or dates provided herein, or portions thereof, are extremely difficult or impossible to determine, and, accordingly, it is agreed that the Contractor shall be liable for and shall pay to the City, as fixed, agreed, and liquidated damages, and not as a penalty the sum of thirty dollars ($30.00) per day for each calendar day of delay in delivery of item(s) from the maximum delivery date as specified herein or in any written extension of time granted by the City. Such payment due the City will be deducted by the City from any payments due to the Contractor for item(s) delivered. Otherwise, Contractor will reimburse City within 30 days of receipt of invoice from the City. PAYMENT The Contractor shall be eligible for progress payments upon delivery and acceptance of any number of items. The Contractor must invoice the correct department in the City of Fresno, Department of Transportation, in order to initiate the payment process. Invoices shall be supplied in duplicates and conspicuously displayed with the City of Fresno Purchase Order Number and shall be sent to: City of Fresno – Department of Transportation Fresno Area Express Attention: Sarah Lambeth 2223 G Street Fresno, CA 93706 4.0 CITY OF FRESNO SPECIFICATIONS PRODUCT REQUIREMENTS CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA BID FILE NUMBER: 12301979 TECHNICAL SPECIFICATIONS GENERAL (a) It is the purpose and intent of these Specifications to describe the minimum requirements for fare media to be used by the Department of Transportation within the City of Fresno. (b) All items not specifically mentioned which are required for a complete unit shall be included in the unit bid price. (c) All equipment and accessories to be furnished must be new and in current production. All products shall conform in design, strength, quality of material and workmanship to current industry standards. (d) Each bid shall be accompanied by a copy of any applicable manufacturer's Published Price List or website, and two copies of the manufacturer's descriptive literature and specifications or website, including a copy of the manufacturer's standard warranty. (e) All equipment and accessories shall comply with regulations of the Federal Occupational Safety and Health Administration (OSHA) and the California Occupational Safety and Health Administration (Cal/OSHA), whichever is more restrictive. (f) Contract awardee shall submit a product data sheet for all fare media prior to production. Encoding samples are required for pre-encoded media and shall be sent to: City of Fresno – Department of Transportation Fresno Area Express Attention: Sarah Lambeth 2223 G Street Fresno, CA 93706 (g) Product data sheets and encoding samples shall be approved prior to media production. (h) Colors listed are for reference only. Other brands of the same color may be accepted upon approval. TECHNICAL SPECIFICATIONS: (See Below) RC PRODUCTS - FED 4.1 Rev. 03-2021 Bid Item 1. Pre-Encoded 1 Ride Ticket Requirements: Quantity 500,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White 7689C – Blue 485C – Red 188C – Red Shadow Paper: 10 mil thermal paper. Card Stock: Individual die cut card stock. Magstripe: Industry standard. Pre-encoded for 1 Ride Regular Fare Ticket. Numbering: Serial numbers to be determined. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.2 Rev. 03-2021 Bid Item 2. Pre-Encoded Reduced 1 Ride Ticket Requirements: Quantity 100,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White 7689C – Blue 258C – Purple 260C – Purple Shadow Paper: 10 mil thermal paper. Card Stock: Individual die cut card stock. Magstripe: Industry standard. Pre-encoded for 1 Ride Reduced Fare Ticket. Numbering: Serial numbers to be determined. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.3 Rev. 03-2021 Bid Item 3. Pre-Encoded Student 1 Ride Ticket Requirements: Quantity 20,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White 7689C – Blue P 45-3C – Peach P 45-16C – Orange Shadow Paper: 10 mil thermal paper. Card Stock: Individual die cut card stock. Magstripe: Industry standard. Pre-encoded for 1 Ride Student Fare Ticket. Numbering: Serial numbers to be determined. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.4 Rev. 03-2021 Bid Item 4. Pre-Encoded 10 Ride Ticket Requirements: Quantity 20,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White 7689C – Blue 072C – Dark Blue 282C – Dark Blue Shadow Paper: 10 mil thermal polypropylene card stock. Card Stock: Individual die cut polypropylene card stock. Magstripe: Industry standard. Pre-encoded for 10 Ride Regular Fare Ticket. Numbering: Serial numbers to be determined. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.5 Rev. 03-2021 Bid Item 5. Pre-Encoded Reduced 10 Ride Ticket Requirements: Quantity 20,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White 7689C – Blue 802C – Green 7732C – Green Shadow Paper: 10 mil thermal polypropylene card stock. Card Stock: Individual die cut polypropylene card stock. Magstripe: Industry standard. Pre-encoded for 10 Ride Reduced Fare Ticket. Numbering: Serial numbers to be determined. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.6 Rev. 03-2021 Bid Item 6. Pre-Encoded 31 Day Pass Requirements: Quantity 50,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White 7689C – Blue 100C – Yellow 104C – Yellow Shadow Paper: 10 mil thermal polypropylene card stock. Card Stock: Individual die cut polypropylene card stock. Magstripe: Industry Standard. Pre encoded for 31 Day Pass. Numbering: Serial numbers to be determined. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.7 Rev. 03-2021 Bid Item 7. Pre-Encoded Reduced 31 Day Pass Requirements: Quantity 20,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White 7689C – Blue 1505C – Orange 1525C – Orange Shadow Paper: 10 mil thermal polypropylene card stock. Card Stock: Individual die cut polypropylene card stock. Magstripe: Industry standard. Pre-encoded for 31 Day Reduced Pass. Numbering: Serial numbers to be determined. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.8 Rev. 03-2021 Bid Item 8. Pre-Encoded Student 31 Day Pass Requirements: Quantity 20,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White 7689C – Blue Pantone P Process Magenta C – Pink P 80-1 C – Pink Shadow Paper: 10 mil thermal polypropylene card stock. Card Stock: Individual die cut polypropylene card stock. Magstripe: Industry standard. Pre-encoded for 31 Day Student Pass. Numbering: Serial numbers to be determined. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.9 Rev. 03-2021 Bid Item 9. Pre-Encoded FUSD Student 31 Day Pass Requirements: Quantity 20,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White 7689C – Blue Pantone P Process Magenta C – Pink P 80-1 C – Pink Shadow Paper: 10 mil thermal polypropylene card stock. Card Stock: Individual die cut polypropylene card stock. Magstripe: Industry standard. Pre-encoded for FUSD Student 31 Day Pass. Numbering: Serial numbers to be determined. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.10 Rev. 03-2021 Bid Item 10. Unencoded Smooth Varnish TVM Cards Requirements: Quantity 70,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White Pantone 293 CVC – FAX Blue 100 – Cyan 56.08 – Magenta 0 – Yellow Paper: 10 mil thermal polypropylene card stock. Card Stock: Individual die cut polypropylene card stock. Magstripe: Industry standard. Unencoded. Numbering: Cards do not require numbering. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, a Genfare Fast Fare E Farebox, Vendstar-4 Ticket Vending Machine. RC PRODUCTS - FED 4.11 Rev. 03-2021 Bid Item 11. Unencoded Rough Varnish TVM Cards Requirements: Quantity 70,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White Pantone 293 CVC – FAX Blue 100 – Cyan 56.08 – Magenta 0 – Yellow Paper: 10 mil thermal polypropylene card stock. Card Stock: Individual die cut polypropylene card stock. Magstripe: Industry standard. Unencoded. Numbering: Cards do not require numbering. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, a Genfare Fast Fare E Farebox, and a Vendstar-4 Ticket Vending Machine. RC PRODUCTS - FED 4.12 Rev. 03-2021 Bid Item 12. Unencoded FAX Transfer Ticket Requirements: Quantity 1,500,000 Quantity listed is an annual estimate used for bidding purposes. The actual requirement of the City of Fresno may be more or less than this amount. Specifications: Layout 2.12” 3.375” Colors: Black White Pantone P 109-8C – Medium Blue Pantone P 109-4C – Light Blue Pantone P 103-16C – Dark Blue Paper: 10 mil thermal paper. Card Stock: Individual die cut card stock. Magstripe: Industry standard. Pre-encoded for 1 Ride Regular Fare Ticket. Numbering: Cards do not require numbering. Equipment: To be used with a Genfare Odyssey Fare Collection System, a Genfare Fast Fare Farebox, and a Genfare Fast Fare E Farebox. RC PRODUCTS - FED 4.13 Rev. 03-2021 BIDDER’S NAME: (Submit with Bid Proposal, if applicable) EXHIBIT “X”, IF APPLICABLE PRODUCT PURCHASE CONTRACT FOR FRESNO AREA EXPRESS FARE MEDIA Bid File No. 12301979 If you are unable to fully conform to the specifications, have deviations to the specifications, request for an approved equal, or are unable to comply with any condition herein described; Bidders shall contact the designated Procurement Specialist in the Purchasing Division (see cover page), and submit this form at least seven (7) days prior to the scheduled bid opening. Reference the requirement you are unable to comply with and explain any deviation or exceptions below. If necessary, an appropriate addendum will be issued to all bidders stating revisions, deletions, or additions to be made to the Specifications as a result of any inquiries. The City will not be responsible for verbal responses made by parties other than the Purchasing Manager or designee. Bidders shall submit this exhibit at least seven days prior to the schedule bid opening or the bidder may be found non-responsive. REFERENCE REMARKS City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-875 Agenda Date:6/8/2023 Agenda #:1.-T. REPORT TO THE CITY COUNCIL FROM:GREGORY A. BARFIELD, M.A., Assistant City Manager and Interim Director Department of Transportation BY:LINDA TAYOR, Administrative Manager Department of Transportation ORIE J. RUBALCAVA, Senior Management Analyst Department of Transportation SUBJECT Reject all bids of a two-year service contract, with options for three one-year extensions for the purchase of mystery rider program (RFP File 12300134) RECOMMENDATION Staff recommends the Council reject all bids of a two-year service contract, with options for three one -year extensions for the purchase of mystery rider program. EXECUTIVE SUMMARY The Department of Transportation/Fresno Area Express (FAX) as the recipient of Federal Transit Administration (FTA) funds is mandated to abide by and monitor the requirements of the US DOT ADA regulations (49 CFR 37.161-137.69). To monitor compliance FAX solicited for mystery rider services to observe operator defensive driving habits, operator courtesy and appearance, on-time performance, operator and bus safety, ADA service provisions, and vehicles and facility cleanliness. On August 24, 2022, Request for Proposals (RFP) 12300134 was posted to PlanetBids for competitive bidding and on November 1, 2022, the city received one proposal. An RFP committee was formed and determined that the proposal does not provide the best value in meeting the interests of the City and the objectives of the project. BACKGROUND The Department of Transportation/FAX as the recipient of FTA funds is mandated to abide by and monitor the requirements of the US DOT ADA regulations (49 CFR 37.161-137.69). These requirements include the following: a) The use of stop announcements for fixed-route service at transfer points, major intersections, destination points, intervals along the route sufficient to orient passengers to their location, City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 GB/MK 6-0 TM ABSENT File #:ID 23-875 Agenda Date:6/8/2023 Agenda #:1.-T. destination points,intervals along the route sufficient to orient passengers to their location, and any stop upon request.Where automated stop annunciators are used,FAX must ensure the accuracy and usability of the annunciators and that drivers announce stops when the automated system is not functioning and any stop upon request. b)Permitting service animals to accompany individuals with disabilities in vehicles and facilities. c)Signage designating wheelchair locations is required on buses.Signage designating priority seating is required on buses.When an individual with a disability needs to sit in a seat or occupy a wheelchair securement location,FAX employees must ask the following persons to move in order to allow the individual with a disability to occupy the seat or securement location. d)FAX is prohibited from setting weight or size limitations on wheelchairs it will transport that understate the weight capacity that the vehicle fleet can actually accommodate. e)FAX must not refuse to permit a passenger who uses a lift or ramp to board or disembark from a vehicle at any designated stop,unless the lift or ramp cannot be deployed,the lift or ramp will be damaged if it is deployed,or temporary conditions preclude the safe use of the stop by all passengers.FAX must deploy lifts or ramps for persons who do not use wheelchairs, including standees.The entity may not seek waivers from standees who require the use of the lift. f)FAX shall not deny service to individuals using respirators, concentrators, or portable oxygen. g)Public information and communications must be made available in accessible formats,upon request. h)FAX is required under 49 CFR 37.5(i)(3)to make reasonable modifications in policies, practices,or procedures when the modifications are necessary to avoid discrimination on the basis of disability or to provide program accessibility to its services. To monitor compliance with the above FAX solicited for mystery rider services to observe operator defensive driving habits,operator courtesy and appearance,on-time performance,operator and bus safety, ADA service provisions, and vehicles and facility cleanliness. On August 24,2022,RFP 12300134 was posted to PlanetBids for competitive bidding and on November 1,2022,the City received one proposal.An RFP committee was formed and evaluated the proposal based on the criteria listed in the RFP. The criteria included: a)Approach to Program -This category will evaluate the Consultant’s approach to the project. Some things that will be considered when evaluating this category are: • Contractor’s Methodology • Contractor’s expectations of staff •Does the Consultant have sufficient resources to complete tasks required by the project schedule? b)Past Performance and Experience -What is the Contractor’s experience and history in Mystery Rider services relevant to FAX’s needs,including a description of direct experience onCity of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-875 Agenda Date:6/8/2023 Agenda #:1.-T. Mystery Rider services relevant to FAX’s needs,including a description of direct experience on projects of similar size, scope, and complexity? c)Qualifications of Key Personnel -Technical experience in performing work of a closely similar nature;experience working with public agencies;experience in proving specifically this type of service,strength and stability of the firm;strength,stability,experience,and technical competence of sub-consultants;assessment by client references;references with demonstrated success in providing similar services. d)Completeness of Response -The reasonableness and competitiveness of the total price for services rendered to FAX,the adequacy of source data and information provided to support cost quotes and figures,and the use of industry and government recognized measurements when compiling estimates. e)Technology -The efficiency and effectiveness of the Contractor’s hardware and software to capture the necessary information listed in the Statement of Work discreetly. The committee evaluated the proposal and determined that the proposal does not provide the best value in meeting the interest of the City and the objectives of the project.The committee recommended a rejection of the proposal. Staff recommends that the Council reject all bids and direct staff to seek alternative methods for monitoring activities. The City Attorney’s Office has reviewed and approved as to form. ENVIRONMENTAL FINDINGS By the definition provided in the California Environmental Quality Act (CEQA)Guidelines Section 15378, the award of this contract does not qualify as a “project”, as defined by CEQA. LOCAL PREFERENCE The local preference was not implemented because this action is to reject all proposals. FISCAL IMPACT There is no fiscal impact to the General Fund from this request. ATTACHMENTS Bid Evaluation City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ Anticipated Council Date: March 30th, 2023           Not applicable - Rejecting all bids                COMMITTEE MEMBERS: ORIE RUBALCAVA – Senior Management Analyst, Fresno Area Express AMIE PAINTER – Senior HR Risk Analyst, Personnel Department DANIEL COLBERT – Safety Officer, Fresno Area Express LEROY SPEARS – Transit Supervisor I, Fresno Area Express BACKGROUND The City of Fresno’s Department of Transportation/Fresno Area Express (FAX) solicited Request for Proposals (RFP) for the Mystery Rider Program to satisfy its requirements for ADA oversight. On November 1, 2022, FAX received one proposal from A Customer Point of View Inc. (ACP View) expressing interest in providing FAX mystery rider services. On January 11, 2023, the committee members assembled and discussed the merits of the proposal from ACP View. SIGNIFICANT EVENTS August 24, 2022 – Proposal Release November 1, 2022 – Proposal Opening January 11, 2023 – Committee Meeting EVALUATION CRITERIA Selection Committee evaluated the proposal based upon five categories: 1. Approach to Program - This category will evaluate the Consultant’s approach to the project. Some things that will be considered when evaluating this category are: • Contractor’s Methodology • Contractor’s expectations of staff • Does the Consultant have sufficient resources to complete tasks required by the project schedule? 2. Past Performance and Experience - What is the Contractor’s experience and history in Mystery Rider services relevant to FAX’s needs, including a description of direct experience on projects of similar size, scope, and complexity? 3. Qualifications of Key Personnel - Technical experience in performing work of a closely similar nature; experience working with public agencies; experience in proving specifically this type of service, strength and stability of the firm; strength, stability, experience, and technical competence of sub-consultants; assessment by client references; references with demonstrated success in providing similar services.           4. Completeness of Response - The reasonableness and competitiveness of the total price for services rendered to FAX, the adequacy of source data and information provided to support cost quotes and figures, and the use of industry and government recognized measurements when compiling estimates. 5. Technology - The efficiency and effectiveness of the Contractor’s hardware and software to capture the necessary information listed in the Statement of Work discretely. COMMITTEE NOTES ACP View – The proposer demonstrated they possessed a great deal of experience in providing Mystery Rider services for the Transportation industry and their approach to the project was a practical option. However, the price analysis and responsive & responsibility determination raised concerns. In the price analysis it was determined that the proposed pricing was 61% above the independent cost estimate. Additionally, research revealed that payments to their frontline workers can be extremely low, raising questions about whether the proposed cost would be a fair and reasonable to the City. SUMMARY RECOMMENDATION After independent evaluation of the proposals and group deliberation, the committee determined that the proposal does not provide the best value in meeting the interest of the City and the objectives of the project. The committee recommends a rejection of the proposal.           City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-919 Agenda Date:6/8/2023 Agenda #: 1.-U. REPORT TO THE CITY COUNCIL FROM:GARRY BREDEFELD, Councilmember District 6 MIGUEL ARIAS, Councilmember District 3 SUBJECT ***Bill B-16 - (Intro’d 5/25/2023)(For Adoption) Adding Article 21 and Article 22 to Chapter 10 of the Fresno Municipal Code, Prohibiting Impeding on Sidewalks Within 500 Feet from Sensitive Areas Including Schools, Childcare Facilities, Public Parks, Public Libraries, Warming and Cooling Centers, and City-Permitted Shelters for the Unhoused (Subject to Mayor’s Veto) Attachment: Draft Ordinance City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 MA/MK 5-1 B-16/ ORD. 2023-020 AP VOTED NO. TM ABSENT APPROVED ON CONSENT 1 of 18 Date Adopted: Date Approved Effective Date: City Attorney Approval: ________ Ordinance No. BILL NO. ORDINANCE NO. AN ORDINANCE OF THE CITY OF FRESNO, CALIFORNIA, ADDING ARTICLE 21 AND ARTICLE 22 TO CHAPTER 10 OF THE FRESNO MUNICIPAL CODE, PROHIBITING IMPEDING ON SIDEWALKS WITHIN 500 FEET FROM SENSITIVE AREAS INCLUDING SCHOOLS, CHILDCARE FACILITIES, PUBLIC PARKS, PUBLIC LIBRARIES, WARMING AND COOLING CENTERS, AND CITY- PERMITTED SHELTERS FOR THE UNHOUSED THE COUNCIL OF THE CITY OF FRESNO DOES ORDAIN AS FOLLOWS: SECTION 1. Article 21 is hereby added to Chapter 10 of the Fresno Municipal Code to read: ARTICLE 21 PUBLIC WELFARE Section 10-2101. SITTING. LYING, OR SLEEPING OR STORING, USING MAINTAINING OR PLACING PERSONAL PROPERTY IN THE PUBLIC RIGHT-OF- WAY (a) No person shall obstruct a street, sidewalk, or other public right-of-way: (1) by sitting, lying, or sleeping, or by storing, using, maintaining, or placing personal property in a manner that impedes passage, as provided by the Americans with Disabilities Act of 190, Pub. L, No. 101-336, 104 Stat. 328 (1990), as amended from time to time; 2 of 18 (2) by sitting, lying, or sleeping, or by storing, using, maintaining, or placing personal property, within 10 feet of any operational or utilizable driveway or loading dock; (3) by sitting, lying, or sleeping, or by storing, using, maintaining, or placing personal property, within 5 feet of any operational or utilizable building entrance or exit; (4) by sitting, lying, or sleeping, or by storing, using, maintaining, or placing personal property, within 2 feet of any fire hydrant, fire plug, or other fire department connection; (5) by sitting, lying, or sleeping, or by storing, using, maintaining, or placing personal property, within the public right-of- way in a manner that obstructs or unreasonably interferes with the use of the right-of-way for any activity for which the City has issued a permit. (b) No person shall obstruct any portion of any street or other public right-of-way to use by motor vehicles, or any portion of a bike lane, bike path, or other public right-of-way open to use by bicycles, by sitting, lying or sleeping, or by storing, using, maintaining, or placing personal property, anywhere within the street, bike lane, bike path, or other public right-of-way, as specified. (c) Except as limited by Subsection (d), no person shall: 3 of 18 (1) sit, lie, sleep, or store, use, maintain, or place personal property, in or upon any street, sidewalk, or other public right-of-way within the distance stated on the posted signage (up to a maximum of 500 feet) of a property designated as a sensitive use. For a property to be designated as a “sensitive use,” the property must be a School, Childcare Facilities, Public Park, Public Library, Warming and Cooling Centers, and City-Permitted Shelters for the Unhoused; (2) sit, lie, sleep, or store, use, maintain, or place personal property, in or upon any street, sidewalk, or other public right-of-way within the distance stated on the posted signage (up to a maximum of 500 feet) of an overpass, underpass, freeway ramp, tunnel, bridge, pedestrian bridge, or active railway, where the City Council determines, in the designating resolution, that the public health, safety, or welfare is served by the prohibition, including, without limitation, by finding that sleeping or lodging within stated proximity to the designated area is unhealthy, unsafe, or incompatible with safe passage. (3) sit, lie, sleep, or store, use, maintain, or place personal property, in or upon any street, sidewalk, or other public right-of-way within the distance stated on the posted signage (up to a maximum of 500 feet) of a designated facility, that provides shelter, safe 4 of 18 sleeping, or safe parking to homeless persons, or that serves as a homeless services navigation center; (4) sit, lie, sleep, or store, use, maintain, or place personal property, in or upon any street, sidewalk, or other public right-of-way that has been posted with signage prohibiting sitting, lying, sleeping, or storing, using, maintaining, or placing personal property. In order to designate a section of street, sidewalk, or other public right-of-way as prohibited under this subdivision, the City Council shall determine, in a designating resolution and based on specific documentation, that the circumstances of continued sitting, sleeping, lying or storing personal property, or otherwise obstructing the public right-of-way at the location poses a particular and ongoing threat to public health or safety. (d) No person shall be found to be in violation of any prohibition set forth in Subsection (c) unless and until (1) the City Council has taken action by resolution to designate specified areas for enforcement against sitting, lying, sleeping, or storing, using, maintaining, or placing personal property, or otherwise obstructing the public right-of-way; (ii) the City has posted signage at the designated area or areas set forth in the resolution, with such signage including reference to any required findings adopted in the resolution and giving notice of the date after which no sitting, lying, sleeping, or storing, using, maintaining, or placing personal property, or 5 of 18 otherwise obstructing the public right-of-way will be allowed; and (iii) at least 14 calendar days have passed from the date on which the signage is posted at the designate area or areas. (e) No person shall sit, lie, sleep, or store, use, maintain or place personal property, in or upon any street, sidewalk, or other public property within 500 feet of a School or Day Care Center. A violation of this subsection is governed by Section 10-2101(f) of this code. (f) Violations of this section involving a person who willfully resists, delays, or obstructs a City employee from enforcing this section or who willfully refuses to comply after being requested to do so by an authorized City employee shall be subject to the penalties pursuant to Chapter 1, Article 3 of this Code. All other violations shall be enforceable only as infractions pursuant to Sections 1-308, et seq. Appeal of an administrative citation may be made pursuant to Sections 1-308 et seq. (g) The City shall adhere to State law as it pertains to mobile and sidewalk vendors. SECTION 2. Article 22 of Chapter 10 is hereby added to the Fresno Municipal Code to read: ARTICLE 22 PUBLIC HAZARDS Section 10-2201. Storage of Personal Property. 10-2202. Definitions. 10-2203. Regulation and Impoundment of Stored Personal Property. Discard of Certain Store Personal Property. 10-2204. Notice. 6 of 18 10-2205. Storage and Disposal. 10-2206. Repossession. 10-2207. Power of the City Manager to Make Rules and Regulations. SECTION 10-2201. – STORAGE OF PERSONAL PROPERTY. The City enacts this section to balance the needs of the residents and public at large to access clean and sanitary public areas consistent with the intended uses for the public areas with the needs of the individuals, who have no other alternatives for the storage of personal property, to retain access to a limited amount of personal property in public areas. This section attempts to balance the needs of all of the City’s residents. SECTION 10-2202. – DEFINITIONS The definitions contained in this subsection shall govern the construction, meaning, and application of words and phrases used in this article. (a) "Alley" means any Highway having a Roadway not exceeding 25 feet in width which is primarily for access to the rear or side entrances of abutting property. (b) "Bikeway" means all facilities that provide primarily for, and promote, bicycle travel. (c) “City Employee" means any full or part-time employee of the City of Fresno, or a contractor retained by the City for the purpose of implementing this Section. (d) "Essential Personal Property" means any and all Personal Property that cumulatively is less than two cubic feet in volume, which, by 7 of 18 way of example, is the amount of property capable of being carried within a backpack. (e) "Excess Personal Property" means any and all Personal Property that cumulatively exceeds the amount of property that could fit in a 60-gallon container with the lid closed. (f) "Highway" means a way or place of whatever nature, publicly maintained and open to the use of the public for purposes of vehicular travel. (g) "Parkway" means the area of the Street between the back of the curb and the Sidewalk that typically is planted and landscaped. (h) "Person" means any individual. (i) “Personal Property" means any tangible property, and includes, but is not limited to, goods, materials, merchandise, Tents, tarpaulins, bedding, sleeping bags, hammocks, sheds, structures, mattresses, couches, chairs, other furniture, appliances, and personal items such as household items, luggage, backpacks, clothing, documents, and medication. (j) "Public Area" or "Public Areas" means all property that is owned, managed or maintained by the City, and shall include, but not be limited to, any Street, medial strip, space, ground, building or structure. (k) "Roadway" means that portion of a Highway improved, designed or ordinarily used for vehicular travel. 8 of 18 (l) "Sidewalk" means that portion of a Highway, other than the Roadway, set apart by curbs, barriers, markings or other delineation, for pedestrian travel. (m) "Storage Facility" means any facility, whether operated by a public, non-profit or private provider, which allows and has capacity for voluntary storage, free of charge, for a homeless person to store Personal Property up to the equivalent of the amount of property that would fit into a single 60-gallon container with the lid closed. (n) "Store", "Stored", "Storing" or "Storage" means to put Personal Property aside or accumulate for use when needed, to put for safekeeping, and/or to place or leave in a Public Area. Moving Personal Property to another location in a Public Area or returning Personal Property to the same block on a daily or regular basis shall be considered Storing and shall not be considered to be removing the Personal Property from a Public Area. This definition shall not include any Personal Property that, pursuant to statute, ordinance, permit, regulation or other authorization by the City or state, is Stored with the permission of the City or state on real property that is owned or controlled by the City. (o) "Street" includes every Highway, avenue, lane, Alley, court, place, square, Sidewalk, Parkway, curbs, Bikeway or other public way in this City which has been or may hereafter be dedicated and open to public use, or such other public property so designated in any law of this state. 9 of 18 (p) "Tent" means a collapsible shelter made of fabric such as nylon or canvas or a tarp stretched and sustained by supports, which is not open on all sides, and which hinders an unobstructed view behind or into the area surrounded by the fabric. In order to qualify as a Tent for purposes of this subsection, a Tent, when deconstructed, must be able to fit within a 60-gallon container with the lid closed. (q) "Unattended" means no Person is present with the Personal Property who asserts or claims ownership over the Personal Property. Conversely, property is considered "Attended" if a Person is present with the Personal Property and the Person claims ownership over the Personal Property. SECTION 10-2203. REGULATION AND IMPOUNDMENT OF STORED PERSONAL PROPERTY; DISCARD OF CERTAIN STORE PERSONAL PROPERTY. (a) No person shall Store any Unattended Personal Property in a Public Area. With pre-removal notice as specified in Section 10-2204(a), the City may impound any unattended Personal Property in a Public Area, regardless of volume. Post-removal notice shall be provided as set forth in Section 10-2204(b), below. (b) No Person shall Store any Attended Excess Personal Property in a Public Area. With pre-removal notice as specified in Section 10-2204(a), the City may impound any Attended Excess Personal Property 10 of 18 Stored in a Public Area. Post-removal notice shall be provided as set forth in Subsection 10-2204(b). (c) No Person shall Store any Personal Property in a Public Area in such a manner as to obstruct City operations, including a Street or Sidewalk maintenance or cleaning. Without prior notice, the City may temporarily move Personal Property, whether Attended or Unattended, which is obstructing City operations in a Public Area, including a Street or Sidewalk maintenance or cleaning, during the time necessary to conduct the City operations. The City may also impound Personal Property that is obstructing City operations in a Public Area, pursuant to Sections 10- 2203(a) or 10-2203(b). (d) No Person shall Store any Personal Property in a Public Area in such a manner that it does not allow for passage as provided by the Americans with Disabilities Act of 1990, Pub. L. No. 101-336, 104 Stat. 328 (1990), as amended from time to time. Without prior notice, the City may move and may immediately impound any Personal Property, whether Attended or Unattended, Stored in a Public Area in such manger that it does not allow for the passage as required by the ADA. Post-removal notice shall be provided as set forth in Section 10-2204(b). A violation of this section is governed by Section 10-2101(f) of this Code. (e) No Person shall Store any Personal Property, whether Attended or Unattended, within: 11 of 18 (1) 10 feet of any operational or utilizable driveway or loading dock; (2) 5 feet of any operational or utilizable building entrance or exit; or (3) 2 feet of any fire hydrant, fire plug, or other fire department connection. Without prior notice, the City may move or may immediately impound any Personal Property, whether Attended or Unattended, Store in a Public Area in violation of this section. Post-removal notice shall be provided as set forth in Section 10-2101(f) of this Code. (f) No Person shall Store any Personal Property in a Public Area that has a clearly posted closure time any Personal Property after the posted closure time. Without prior notice, the City may remove and impound Personal Property, whether Attended or Unattended, Stored in a Public Area that has a clearly posted closure time, provided the Personal Property is removed and impounded after the posted closure time. Post- removal notice shall be provided as set forth in Section 10-2204(b). (g) No Person shall Store any Personal Property in a Public Area if the Personal Property, whether Attended or Unattended constitutes an immediate threat to the health or safety of the public. Without prior notice, the City may remove and may discard any Personal Property Stored in a 12 of 18 Public Area if the Personal Property poses an immediate threat to the health or safety of the public. (h) No Person shall Store any Personal Property in a Public Area if the Personal Property, whether Attended or Unattended, constitutes evidence of a crime or contraband. Without prior notice, the City may remove and discard any Personal Property that constitutes evidence of a crime or contraband, as permissible by law. (i) No Person shall Store any Personal Property, whether Attended or Unattended, in such a manner that obstructs or interferes with any activity in a Public Area for which the City has issued a permit. Without prior notice, the City may move any Personal Property Stored in a Public Area in violation of this section. With pre-removal notice as specified in Section 10-2204(a), the City may impound any Personal Property Stored in violation of this section. Post-removal notice shall be provided as set forth in Section 10-2204(b). A violation of this section is governed by Section 10- 2101(f) of this Code. (j) No Person shall Store any Personal Property, whether Attended or Unattended, in such a manner as to obstruct any portion of a street or other public right-of-way open to use by motor vehicles, a designated bike lane or bike path, or other public right-of-way open exclusively to use by bicycles. Without prior notice, the City may move and may immediately impound any Personal Property, whether Attended or 13 of 18 Unattended, in violation of this section. Post-removal notice shall be provided as set forth in Section 10-2204(b). A violation of this section is governed by Section 10-2101(f) of this Code. (k) No Personal shall Store any Personal Property, whether Attended or Unattended, in violation of Section 10-2101(c) of this Code. The City may move and may immediately impound any Personal Property, whether Attended or Unattended, in violation of this section. Pre-removal notice and post-removal will be provided by erecting signage providing notice that Storage of Personal is a violation of 10-2100, which may result in removal or impoundment of the Personal Property. The signage must also provide information on retrieval of the Personal Property and provide notice that the Personal Property may be discarded, if not claimed within 90 days. A violation of this section is governed by Section 10-2101(f) of this Code. (l) No Person shall Store any Personal Property, whether Attended or Unattended, in violation of Section 10-2101(e) of this Code. With pre-removal notice as specified in Section 10-2204(a) or posted signage, the City may impound any Personal Property, whether Attended or Unattended, in violation of this section. If the City has not posed signage, a post-removal notice shall be provided as set forth in Section 10-2204(b). A violation of this section is governed by Section 10-2101(f) of this Code. SECTION 10-2204. NOTICE. 14 of 18 (a) Pre-Removal Notice. Pre-removal notice shall be deemed provided if a written notice is provided to the Person who is Storing or claims ownership of the Personal Property or is posted conspicuously on or near the Personal Property and the actual removal commences no more than 72 hours after the pre-removal notice is posted. The written notice shall contain the following: (1) A general description of the Personal Property to be removed. (2) The location from which the Personal Property will be removed. (3) The date and time the notice was posted. (4) A statement that the Personal Property has be stored in violation of Section 10-2203. (5) A statement that the Personal Property may be impounded if not removed from Public Areas within 24 hours. (6) A statement that moving Personal Property to another location in a Public Area shall not be considered removal of Personal Property from a Public Area. (7) The address where the removed Public Property will be located, including a telephone number and the internet website of the City through which a Person may receive information as to 15 of 18 impounded Personal Property as well as information as to voluntary storage location(s). (8) A statement that impounded Personal Property may be discarded if not claimed within 90 days after impoundment. (b) Post-Removal Notice. Upon removal of Stored Personal Property, written notice shall be conspicuously posted in the area from which the Personal Property was removed. The written notice shall contain the following: (1) A general description of the Personal Property removed. (2) The date and approximate time the Personal Property was removed. (3) A statement that the Personal Property has been stored in violation of Section 10-2203. (4) The address where the removed Personal Property will be located including a telephone number and internet website of the City through which a Person may receive information as to impound Personal Property. (5) A statement that impounded Personal Property may be discarded if not claimed within 90 days after impoundment. SECTION 10-2205. STORAGE AND DISPOSAL. 16 of 18 (a) Except as specified herein, the City shall move Personal Property to a place of storage. (b) Except as specified herein, the City shall store impounded Personal Property for 90 days, after which time, if not claimed, may be discarded. The City shall not be required to undertake any search for, or return, any impounded Personal Property store for longer than 90 days. (c) The City shall maintain a record of the date any impounded Personal Property was discarded. SECTION 10-2206. REPOSSESSION. The owner of impounded Personal Property may repossess the Personal Property prior to its disposal upon submitting satisfactory proof of ownership. A person may establish proof of ownership by, among other methods, describing the location from and date when the Personal Property was impounded from a Public Area, and providing a reasonably specific and detailed description of the Personal Property. Valid, governmental-issued identification is not required to claim impounded Personal Property. SECTION 10-2207. POWER OF THE CITY MANAGER TO MAKE RULES AND REGULATIONS. The City Manager is hereby charged with serving as the Designated Administrative Agency for the purpose of this ordinance. The Designated Administrative Agency shall promulgate rules, protocols, and procedures for the implementation and enforcement of this ordinance, consistent with the provisions herein. 17 of 18 SECTION 3. This ordinance shall become effective and in full force and effect at 12:01 a.m. on the thirty-first day after its final passage. 18 of 18 * * * * * * * * * * * * * * STATE OF CALIFORNIA ) COUNTY OF FRESNO ) ss. CITY OF FRESNO ) I, TODD STERMER, City Clerk of the City of Fresno, certify that the foregoing ordinance was adopted by the Council of the City of Fresno, at a regular meeting held on the day of 2023. AYES : NOES : ABSENT : ABSTAIN : Mayor Approval: , 2023 Mayor Approval/No Return: , 2023 Mayor Veto: , 2023 Council Override Vote: , 2023 TODD STERMER City Clerk By: Deputy Date APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Angela M. Karst Date Deputy City Attorney City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-920 Agenda Date:6/8/2023 Agenda #: 1.-V. APPOINTMENT SUBJECT Approve the appointment of Elizabeth McBee to the District 2 Project Review Committee to serve a term which is at the pleasure of the Councilmember City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT MIKE l<ARBASSI Councilmember, District Two -Northwest NOTIFICATION OF APPOINTMENT BY COUNCILMEMBER KARBASSI TO: THROUGH: BY: X Name: Address: TO BOARD OR COMMISSION City Council Todd Stermer, City Clerk Councilmember Reappointment New Appointment Name of person replaced: Elizabeth McBee Home Phone: Business Phone: Appointed to: Term: District 2 Project Review Committee NIA City Council Agenda City of Fresno City Hall • 2600 Fresno Street • Fresno, California 93721-3600 (559)621-8000 • FAX (559) 237-4010 • www.fresno.gov Submit Date: May 25, 2023 First Name Middle Initial Last Name Email Address Home Address City State Postal Code Primary Phone Alternate Phone City of Fresno Boards & Commissions Application Form Profile Which Boards would you like to apply for? Council District 2 Project Review Committee: Submitted What district do you live in? * Briefly explain why are you interested in serving on this board or commission? I am born and raised in Fresno and attended Fresno State. I pride myself on educating myself as much as I can with what is going on in our District, let alone the City. I listen to City Council every Thursday they meet (while working) to continue to try to be aware of what is being voted on and brought to the table to better our City for the constituents we serve. I volunteer when possible for community clean-ups in our District, alongside cleanups with RiverTree. I would like to take it a step further and assist in being a voice for my District on this board Educational background, Schools Attended, Degrees and Certifications California State University, Fresno. Degree in Business Administration. Briefly explain your qualifications or areas of demonstrated expertise for this board or commission. Working as a Training Officer for the PARCS department at the City, I have the opportunity to visit all corners of the City during audit visits. I see where improvements can be made and what is working for different districts. In all my training execution, I always consider the "how is this bettering our community and the residents there when they interact with our employees." Do you or an immediate family member have any professional or financial relationship that may present a potential conflict of interest for this board, commission or similar body? Yes No Elizabeth A Mcbee Fresno CA 93722 District 2 Home: (559) Elizabeth A Mcbee Employer Job Title Work History Work Address 2600 N Fresno St City, State, Zip Code Fresno, CA 93721 Provide 3 Personal and Professional References. Provide name, address, and phone number where they may be reached during the day. Personal: Kelly Pares Personal: Nicole Caruso • Professional: Jeremy Logsdon • Question applies to multiple boards I declare under penalty of perjury the above information is true and correct. Yes No Question applies to multiple boards The Political Reform Act of 1974 prohibits public officials from using their official positions to influence governmental decisions in which they have a financial interest. The Board Members in the designed positions must disclose their financial interests as specified in the agency's confict of interest code. I agree that I have read the above and agree to file a Statement of Economic Interest Form should I be appointed to a Board, Commission, or similar body according to the adopted resolution. I Agree City of Fresno Training Officer Elizabeth A Mcbee City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-932 Agenda Date:6/8/2023 Agenda #: 1.-W. REPORT TO THE CITY COUNCIL FROM:MIKE KARBASSI, Councilmember District 2 NELSON ESPARZA, Councilmember District 7 JERRY DYER, Mayor Office of the Mayor/City Managers Office SUBJECT ***RESOLUTION - Granting Authority to the City Manager or Designee to Terminate the Agreement with BW Industries, Inc., Funded by the American Rescue Plan Act (ARPA) to Aid in the Covid-19 Recovery Effort (Subject to Mayor’s Veto) Attachment: Resolution City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT R. 2023-177 APPROVED ON CONSENT 1 of 5 Date Adopted: Date Approved: Effective Date: City Attorney Approval: TWR Resolution No. RESOLUTION NO. ____________ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO, CALIFORNIA, GRANTING AUTHORITY TO THE CITY MANAGER OR DESIGNEE TO TERMINATE THE AGREEMENT WITH BW INDUSTRIES, INC., FUNDED BY THE AMERICAN RESCUE PLAN ACT (ARPA) TO AID IN THE COVID-19 RECOVERY EFFORT WHEREAS, in 2021, the City of Fresno (City) was awarded American Rescue Plan Act (ARPA) funding in the amount of $170,808,029. Of this funding, approximately $10,000,000 was identified as a resource to provide grant funding to local Community Based Organizations (CBOs) for projects that aid in the recovery of the COVID-19 pandemic; and WHEREAS, through a formal request for proposals process, 46 proposals were submitted, totaling $77,779,315, through the City’s Planet Bids portal. All proposals were vetted for eligibility based on each agency’s self-identified APRA category determination. Of eligible ARPA categories, priorities were identified by City Council via an anonymous survey; and WHEREAS, on June 23, 2022, Council voted to allocate funds and selected fifteen Community Based Organizations for an award of ARPA funding totaling $10,000,000; and WHEREAS, BW Industries, Inc. (commonly known as Bitwise), was one of the CBO proposals selected and was allocated a total $1,000,000 in funds to initiate a small business digital empowerment program to boost local businesses' profitability and creative capacity by connecting them to broadband internet and information technology resources, building custom technology for them, and growing their digital literacy; and 2 of 5 WHEREAS, BW Industries, Inc., has received a disbursement of $500,000 of their total allocation to date; and WHEREAS, according to recent news articles BW Industries, Inc., acute financial issues have forced the Fresno-based company to furlough its entire workforce of about 900 employees in Fresno, Merced, Bakersfield, Oakland and seven other cities across the country on Monday, May 29, 2023; and WHEREAS, it was reported by the Fresno Bee that Bitwise co-founder and co- CEO Jake Soberal stated late Monday that: “Several critical (financial) transactions either did not materialize or materialized unfavorably, and the quantum of that is quite large… We held an emergency board meeting today and the difficult decision was arrived at that it was in the best interest of the company to furlough all employees effective immediately”; and WHEREAS, the BW Industries, Inc. home office in the City of Fresno is home to 300 of those Bitwise workers, who have been furloughed and advised banks might not honor their paychecks right away; and WHEREAS, continuing the Agreement with ARPA funds would not be in the best interest of the City or its residents given the current financial and employment state of BW Industries, Inc.; and WHEREAS, BW Industries, Inc., previously acknowledged that grant funds being provided under this Agreement would be derived from the City’s allocation under the American Rescue Plan Act (Pub.L. 117-2) (ARPA), and are subject to any constraints set forth therein including but not limited to, the Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) Final Rule (31 CFR Part 35) and the U.S. Treasury Department; and 3 of 5 WHEREAS, the Grant Agreement requires that BW Industries, Inc., return all unearned payments of funds immediately upon termination of the Agreement; and WHEREAS, Council desires that the remaining $500,000 and any unearned payments be used to fund the Fresno Water Tower Project, or otherwise support Downtown small businesses impacted by the COVID-19 pandemic in a timely fashion; and WHEREAS, any contribution of funds by the City shall be contingent upon a determination that the proposed use is an allowable expenditure and/or activity under the ARPA Final Rule; and WHEREAS, on May 31, 2023, Mayor Jerry Dyer submitted a letter to Bitwise, attached herein as Exhibit A, reminding them of their obligations under the California WARN Act, which includes notification to impacted employees, the Employment Development Department, the local Workforce Development Board, and the chief elected official of each city/county government before the layoff/furlough occurs. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno as follows: 1. The Council of the City of Fresno authorizes the City Manager or designee to issue a Notice of Termination of the Agreement. 2. The Council of the City of Fresno directs that no further City business be conducted with BW Industries, Inc., Bitwise, and any affiliated entities until such a time as the current financial situation is resolved. 3. The Council of the City of Fresno directs staff to review all business activities with BW Industries, Inc., Bitwise, and any affiliated entities, and report back to the Economic Development Subcommittee. 4 of 5 4. The Council of the City of Fresno supports the Mayor’s effort to obtain Bitwise’s compliance with the California WARN Act which will allow government entities to provide support to affected employees. 5. This resolution shall be effective upon final approval. * * * * * * * * * * * * * * 5 of 5 STATE OF CALIFORNIA ) COUNTY OF FRESNO ) ss. CITY OF FRESNO ) I, TODD STERMER, City Clerk of the City of Fresno, certify that the foregoing resolution was adopted by the Council of the City of Fresno, at a regular meeting held on the day of 2023. AYES : NOES : ABSENT : ABSTAIN : Mayor Approval: , 2023 Mayor Approval/No Return: , 2023 Mayor Veto: , 2023 Council Override Vote: , 2023 TODD STERMER, CMC City Clerk By: Date Deputy APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Taylor W. Rhoan Date Deputy City Attorney Exhibit A: City of Fresno Letter to BW Industries, Inc. dated 5/31/23 City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-934 Agenda Date:6/8/2023 Agenda #: 1.-X. APPOINTMENT FROM: NELSON ESPARZA, Councilmember District 7 SUBJECT Approve the appointment of Olivia Adams to the City of Fresno Women’s Commission for a term ending June 8, 2025. City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 MA/MK 6-0 TM ABSENT APPROVED ON CONSENT NOTIFICATION OF APPOINTMENT BY COUNCILMEMBER NELSON ESPARZA TO BOARD OR COMMISSION TO: City Council THROUGH: BY: Councilmember Nelson Esparza Reappointment __X__ New Appointment Name of person replaced: Name: Olivia R. Adams Address: Home Phone: Business Phone: Appointed to: City of Fresno Women’s Commission Term: Term ending June 8, 2025 City Council Agenda Submit Date: May 23, 2023 First Name Middle Initial Last Name Email Address Home Address City State Postal Code Primary Phone Alternate Phone City of Fresno Boards & Commissions Application Form Profile Which Boards would you like to apply for? City of Fresno Women's Commission: Submitted What district do you live in? * Briefly explain why are you interested in serving on this board or commission? I am interested in serving on the Women’s Commission because I have a heart to serve my community. I strongly believe that women and girls of all ages, races, religion, ethnic, and cultural backgrounds deserve to be celebrated. I enjoy using my voice to advocate for our needs. As a Black woman, I understand the hardships that women of color face in their pursuit for higher education, adequate housing, career growth, etc. I’m overjoyed to do anything I can to help all women thrive. Disparities such as the gender pay gap, the “pink tax” and funding gaps for female entrepreneurs show that this Country has a long way to go to reach gender equality. My goal is to be a part of the solution by advising the City Council on “our” special needs. That is, the needs of all women and girls in our community. Educational background, Schools Attended, Degrees and Certifications California State University, Fresno August 2009 – May 2013 B.S. in Business Administration; Option: Real Estate and Urban Land Economics State of California Real Estate Broker License #01945863 Briefly explain your qualifications or areas of demonstrated expertise for this board or commission. Employment History: Manco Abbott Real Estate Management, Inc. April 2013 - Present Positions Held: - Commercial Property Manager, August 2017 – Present - Assistant Commercial Property Manager, August 2016 – August 2017 - Commercial Property Coordinator, April 2013 – August 2016 Boards and Ministry: Saint Rest Economic Development Corporation, Member since March 2019 - Board Chair, July 2020 – Present Saint Rest Women's Ministry Leadership Team - Member since November 2019 Olivia R Adams Fresno CA 93726 District 7 Mobile: (559) Olivia R Adams Employer Job Title Do you or an immediate family member have any professional or financial relationship that may present a potential conflict of interest for this board, commission or similar body? Yes No Work History Work Address City, State, Zip Code Fresno, CA 93711 Provide 3 Personal and Professional References. Provide name, address, and phone number where they may be reached during the day. David Joseph-Lee Criner, Jr. - Senior Pastor - Saint Rest Baptist Church Rosalind Butler Patrick - Multi Unit Franchise Owner - Hot Dog on a Stick 5Matt Spenhoff, MBA, CPM - Vice President Commercial - Manco Abbott Real Estate Management Manco Abbott Property Manager Olivia R Adams City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-798 Agenda Date:6/8/2023 Agenda #: REPORT TO THE CITY COUNCIL SUBJECT Office of the City Clerk / Copy Center City of Fresno Printed on 6/9/2023Page 1 of 1 powered by Legistar™ 06/08/2023 BUDGET OVERVIEW PRESENTED FY 2024 City Clerk’s Office / Central Print Budget Presentation CITY CLERK / CENTRAL PRINT CITY CLERK / CENTRAL PRINT -City Clerk Operations (General Fund) FY 2024 PROPOSED BUDGET REQUESTS: 1)$300,000 to cover City Council mandated translation services at meetings (Resolution 2021-254). Offset by $404,100 in defunded translator positions. 2)$10,000 for travel, training and dues for staff. As the request was previously approved for FY 2023, it would not contribute to an FY 2024 increase. 3)$2,300 increase to cover increased catering costs for employee recognition events which have returned to in-person. CITY CLERK / CENTRAL PRINT -Central Print Operations (Internal Service Fund) FY 2024 PROPOSED BUDGET REQUESTS: -No FY 2024 budget requests as updated equipment received in current fiscal year. City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-799 Agenda Date:6/8/2023 Agenda #:B. REPORT TO THE CITY COUNCIL SUBJECT City Attorney’s Office City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 BUDGET OVERVIEW PRESENTED City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-800 Agenda Date:6/8/2023 Agenda #:C. REPORT TO THE CITY COUNCIL SUBJECT General City Purpose Attachment: City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 BUDGET OVERVIEW PRESENTED City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-801 Agenda Date:6/8/2023 Agenda #:D. REPORT TO THE CITY COUNCIL SUBJECT Office of Mayor & City Manager Attachment: City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 BUDGET OVERVIEW PRESENTED City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-803 Agenda Date:6/8/2023 Agenda #: REPORT TO THE CITY COUNCIL SUBJECT City Council Offices Attachment: City of Fresno Printed on 6/9/2023Page 1 of 1 powered by Legistar™ 06/08/2023 BUDGET OVERVIEW PRESENTED City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-895 Agenda Date:6/8/2023 Agenda #: JOINT MEETING OF THE FRESNO REVITALIZATION CORPORATION AND CITY OF FRESNO IN ITS CAPACITY AS HOUSING SUCCESSOR TO THE REDEVELOPMENT AGENCY. FROM:MARLENE MURPHEY, Executive Director SUBJECT Receive Annual Report and Approve FY 23/24 Program Income Budget for the City of Fresno in its capacity as Housing Successor to the Redevelopment Agency of the City of Fresno RECOMMENDATION Staff recommends that the City acting in its capacity as Housing Successor to the Redevelopment Agency of the City of Fresno (FHS) and the Fresno Revitalization Corporation (FRC) receive the Annual Report and approve the attached FHS FY 23/24 Program Income Budget. BACKGROUND Pursuant to Dissolution Law, the Sacramento Superior Court of California confirmed the Housing Successor’s ownership of affordable housing assets of the former Redevelopment Agency as listed in the housing asset transfer schedule. The housing assets are held and administered by the FHS in the Low to Moderate Income Housing Asset Fund (LMIHAF) pursuant to HSC Sections 34176 and 34176.1. Dissolution law related to affordable housing includes requirements for program income fund expenditures and the preparation of an Annual Report of affordable housing activities described in the following. Annual Report In accordance with Section 34176.1(f), an annual report must be prepared that contains thirteen elements: loan repayments; amount deposited into LMIHAF; ending balance of LMIHAF; description of expenditures from the LMIHAF; statutory value of assets owned by the housing successor; description of transfers; project descriptions; status of compliance with Section 33334.16; description of outstanding obligations under Section 33413; income test; senior housing test; excess surplus test; and homeownership units. Included in the Annual Report is the status of real property acquired by the FHS for low and moderate income housing purposes in accordance with time frames for initiation of activities for affordable housing development. From a total of eighty parcels, 54 have been developed with affordable housing. Activity for development has been initiated on the remaining 26 parcels. Two of the 26 parcels have been conveyed for development where construction is underway for 28 single family homes. A primary purpose of the Annual Report is to enable the State to monitor compliance in meeting the extremely low affordability test and the excess funds surplus test. The FHS is in full compliance with requirements for both affordability and excess funds. The Annual Report City of Fresno Printed on 6/9/2023Page 1 of 3 powered by Legistar™ 06/08/2023 RECIEVED File #:ID 23-895 Agenda Date:6/8/2023 Agenda #: full compliance with requirements for both affordability and excess funds.The Annual Report for the current reporting period of FY 21/22 is attached and posted on the Agency’s web site. Income Limits/Expenditure Requirements The Housing Successor program budget is driven by the need to develop FHS-owned property with affordable housing and by program income expenditure requirements.Following the administrative allocation the remaining program income must be spent as follows:(i)at least 30%of the funds must be spent for the development of rental housing affordable to and occupied by extremely low income households earning 30%or less of the area median income;(ii)no more than 20%of the funds may be spent for the development of housing affordable to and occupied by households earning between 60%and 80%of the area median income;and,(iii)50%of the funds may be spent for the development of housing affordable to and occupied by households earning 60%or less of the area median income.Failure to comply with the 30%of net program income for the 30%of AMI requirement will result in an increase to 50%of net program income for the 30%AMI requirement until the extremely low income targeting requirement is met.Additionally,to the extent that the Housing Successor fails to comply with an excess surplus test (i.e.unencumbered funds that exceed the greater of $1,000,000 or the total amount of net program income deposits over the previous four years),the excess surplus must be transferred to the Department of Housing and Community Development if not spent within a period of three years.The income targets for FY 23/24 are shown in the attached FY 23/24 Program Income Funds Budget. Primary budget consideration must be given to ensure that over multiple fiscal years,the proper percentage of net program income funds are encumbered as required within each target income category. Administration, Operations and Maintenance Under Section 34176.1(a)(1),the Housing Successor,is allowed 5%of the statutory value of real property and loans and grants receivables for an administrative operation and maintenance allowance of $1,271,680 for the purpose of:monitoring and preserving the long term affordability of units subject to affordability restrictions or covenants entered into by the former redevelopment agency and the housing successor;for the development of affordable housing pursuant to income limits;and,for the purpose of administering the housing successor’s activities.The Agency’s FY 23/24 budget of $575,000 is less than half of the 5% allowed. Program Income Funds Budget FY 23/24 The FY 23/24 Housing Successor Budget has been prepared in accordance with applicable requirements and plan objectives. In FY 23/24 the Housing Successor budget total of $6,190,634.00 includes a carryover balance of $5,740,634 and estimates program income of $400,000 from the annual City/Agency loan repayment (HSC Section 34191.4);and $50,000 from single and multi-family loan repayments.Net of $1,768,006 encumbered for approved projects,and $575,000 for personnel,operations and maintenance,the available program fund for FY 23/24 is $3,847,628.In accordance with requirements for targeted income limits and for the City of Fresno Printed on 6/9/2023Page 2 of 3 powered by Legistar™ File #:ID 23-895 Agenda Date:6/8/2023 Agenda #: $3,847,628.In accordance with requirements for targeted income limits and for the development of real property acquired by FHS for affordable housing purposes,the budget provides for affordable residential development on FHS owned property that includes sites to the southeast and northwest of Florence and Plumas Avenues in southwest Fresno,a site at Mono,F and G Streets in the Chinatown Area and sites along Fulton Street south of Kern.The Program Income Targets for FY 23/24 shown in the attached budget are:$1,154,288; $1,923,814;and $769,526 for extremely low,very low and low-income households respectively. Housing Asset Fund Transfer Funds encumbered to carry out enforceable obligations and activities to provide and monitor affordable housing are housing assets under the jurisdiction of the Housing Successor of the City of Fresno as approved by the Sacramento Superior Court of California.The enforceable obligations include owner participation agreements and disposition and development agreements.The schedule for those Court approved obligations and housing activity expenditures are included in the Housing Asset Transfer attachment. Affordable Housing Overview The attached chart provides an overview of affordable housing development by the FHS since dissolution of the former redevelopment agency.The first table “Affordable Housing Development Expenditures by Income Target Requirements”provides the percentage of Program Income Funds spent per income category and illustrates that 36.4%,48.0%and 15.6%of Program Income has been allocated to households at 30%;30-60%and 60-80%of AMI respectively for approved and or completed projects.The second table illustrates the number of units occupied by AMI level and includes mixed income developments that together provide 503 affordable and 132 market rate units with a combined total of 635 units.The last table shows the expenditure per unit that generally reflects the importance of FHS dollars that leverage private equity or other public funding sources. CONCLUSION Staff recommends that the Housing Successor to the Redevelopment Agency of the City of Fresno and the Fresno Revitalization Corporation approve the FY 23/24 Housing Successor Budget. Attachments: 1. FHS Annual Report for the Fiscal Year 21/22 2. FHS FY 23/24 Program Income Budget 3. Housing Asset Transfer 4. Overview-Affordable Housing City of Fresno Printed on 6/9/2023Page 3 of 3 powered by Legistar™ Page 1 of 8 HOUSING SUCCESSOR TO THE REDEVELOPMENT AGENCY ANNUAL REPORT REGARDING THE LOW AND MODERATE INCOME HOUSING ASSET FUND FOR FISCAL YEAR [21-22] PURSUANT TO CALIFORNIA HEALTH AND SAFETY CODE SECTION 34176.1(f) FOR THE CITY OF FRESNO This Housing Successor Annual Report (Report) regarding the Low and Moderate Income Housing Asset Fund (LMIHAF) has been prepared pursuant to California Health and Safety Code Section 34176.1(f) and reflects data through June 30, 2022. This Report sets forth certain details of the housing activities of the City of Fresno, successor to the former Redevelopment Agency of the City of Fresno during Fiscal Year 20 2021-2022. The purpose of this Report is to provide the governing body of the Housing Successor an annual report on the housing assets and activities of the Housing Successor under Part 1.85, Division 24 of the California Health and Safety Code, in particular sections 34176 and 34176.1 (Dissolution Law). The following Report is based upon information prepared by Housing Successor staff and information contained within the independent financial audit of the LOW AND MODERATE INCOME HOUSING ASSET SPECIAL REVENUE FUND OF THE CITY OF FRESNO, CALIFORNIA for Fiscal Year 2021-2022 as prepared by MACIAS GINI & O’CONNELL LLP, which Audit is separate from this annual summary Report; further, this Report conforms with and is organized into sections I. through XIII., inclusive, pursuant to Section 34176.1(f) of the Dissolution Law: I. Loan Repayments: The amount the city, county or city and county received pursuant to subparagraph (A) of paragraph (3) of subdivision (b) of Section 34191.4. II. Amount Deposited into LMIHAF: This section provides the total amount of funds deposited into the LMIHAF during the Fiscal Year. Any amounts deposited for items listed on the Recognized Obligation Payment Schedule (ROPS) must be distinguished from the other amounts deposited. III. Ending Balance of LMIHAF: This section provides a statement of the balance in the LMIHAF as of the close of the Fiscal Year. Any amounts deposited for items listed on the ROPS must be distinguished from the other amounts deposited. IV. Description of Expenditures from LMIHAF: This section provides a description of the expenditures made from the LMIHAF during the Fiscal Year. The expenditures are to be categorized. V. Statutory Value of Assets Owned by Housing Successor: This section provides the statutory value of real property owned by the Housing Successor, the value of loans and grants receivables, and the sum of these two amounts. VI. Description of Transfers: This section describes transfers, if any, to another housing successor agency made in previous Fiscal Year(s), including whether the funds are unencumbered and the status of projects, if any, for which the transferred LMIHAF will be used. The sole purpose of the transfers must be for the Page 2 of 8 development of transit priority projects, permanent supportive housing, housing for agricultural employees or special needs housing. VII. Project Descriptions: This section describes any project for which the Housing Successor receives or holds property tax revenue pursuant to the ROPS and the status of that project. VIII. Status of Compliance with Section 33334.16: This section provides a status update on compliance with Section 33334.16 for interests in real property acquired by the former redevelopment agency prior to February 1, 2012. For interests in real property acquired on or after February 1, 2012, provide a status update on the project. IX. Description of Outstanding Obligations under Section 33413: This section describes the outstanding inclusionary and replacement housing obligations, if any, under Section 33413 that remained outstanding prior to dissolution of the former redevelopment agency as of February 1, 2012 along with the Housing Successor’s progress in meeting those prior obligations, if any, of the former redevelopment agency and how the Housing Successor’s plans to meet unmet obligations, if any. X. Income Test: This section provides the information required by Section 34176.1(a)(3)(B), or a description of expenditures by income restriction for five year periods, with the first time-period covering 2014-2019 and whether the statutory thresholds have been met. XI. Senior Housing Test: This section provides the percentage of units of deed-restricted rental housing restricted to seniors and assisted individually or jointly by the Housing Successor, its former redevelopment Agency, and its host jurisdiction within the previous 10 years in relation to the aggregate number of units of deed-restricted rental housing assisted individually or jointly by the Housing Successor, its former Redevelopment Agency and its host jurisdiction within the same time period. For this Report the ten-year period reviewed is July 1, 2012 – June 30, 2022. XII. Excess Surplus Test: This section provides the amount of excess surplus in the LMIHAF, if any, and the length of time that the Housing Successor has had excess surplus, and the Housing Successor’s plan for eliminating the excess surplus. XIII. Homeownership Units: An inventory of homeownership units assisted by the former redevelopment agency or the housing successor that are subject to covenants or restrictions or to an adopted program that protects the former redevelopment agency’s investment of moneys from the Low and Moderate Income Housing Fund pursuant to subdivision (f) of Section 33334.3. This inventory shall include all of the following information: (A) The number of those units. (B) In the first report pursuant to this subdivision, the number of units lost to the portfolio after February 1, 2012, and the reason or reasons for those losses. For all subsequent reports, the number of units lot to the portfolio in the last fiscal year and the reason for those losses. (C) Any funds returned to the housing successor as part of an adopted program that protects the former redevelopment agency’s investment of moneys from the Low and Moderate Income Housing Fund. (D) Whether the housing successor has contracted with any outside entity for the management of the units and, if so, the identity of the entity. Page 3 of 8 This Report is to be provided to the Housing Successor’s governing body. In addition, this Report and the former redevelopment agency’s pre-dissolution Implementation Plans are to be made available to the public on the former redevelopment agency’s website at http://www.fresnorda.com/. I. LOAN REPAYMENT A total of $433,123.00 was deposited into the LMIHAF during the Fiscal Year for loan repayments pursuant to subparagraph (A) of paragraph (3) of subdivision (b) of Section 34191.4. II. AMOUNT DEPOSITED INTO LMIHAF A total of $1,036,297.30 of program income from loan repayments, rent, property sales and the city/agency loan repayment described above was deposited into the LMIHAF during the Fiscal Year. Of the total funds deposited into the LMIHAF, zero dollars were deposited for items listed on the ROPS. III. ENDING BALANCE OF LMIHAF At the close of the Fiscal Year, the ending balance in the LMIHAF was $10,003,934, of which $2,059,766 was held for expenditures from funds encumbered by enforceable obligations that transferred to the Housing Successor on February 1, 2012 in accordance with Health & Safety Code Section 34176(e)(2) (the transfer of which was affirmed by the Superior Court, County of Sacramento, pursuant to a Ruling on a Petition for Writ of Mandate and Complaint for Declaratory and Injunctive Relief filed/endorsed on February 11, 2014), and zero dollars were held for items listed on the ROPS. IV. DESCRIPTION OF EXPENDITURES FROM LMIHAF The following is a description of expenditures from the LMIHAF by category: LMIHAF EXPENDITURES FOR THE FISCAL YEAR 2021-2022 Monitoring and Administration Expenditures $256,497 Homeless Prevention and Rapid Rehousing Services Expenditures Housing Development Expenditures: - For Low Income Units - For Very Low Income Units - For Extremely Low Income Units Total LMIHAF Expenditures in Fiscal Year 2020-21 $256,497 California Health and Safety Code Section 34176.1 allows for 5% of the total $25,433,593 value of Housing Successor assets, or $ 1,271,680, to be used on monitoring and administrative expenditures. The Housing Successor continues to monitor and manage $ 25,433,593 in LMIHAF assets. Page 4 of 8 V. STATUTORY VALUE OF ASSETS OWNED BY HOUSING SUCCESSOR IN LMIHAF Under the Dissolution Law and for purposes of this Report, the “statutory value of real property” means the value of properties formerly held by the former redevelopment agency as listed on the housing asset transfer schedule approved by the Department of Finance as listed in such schedule under Section 34176(a)(2), the value of the properties transferred to the Housing Successor pursuant to Section 34181(f), and the purchase price of property (i.e.) purchased by the Housing Successor. Further, the value of loans and grants receivable is included in these reported assets held in the LMIHAF. The following provides the statutory value of assets owned by the Housing Successor. STATUTORY VALUE OF HOUSING SUCCESSOR ASSETS AT END OF FISCAL YEAR 2022 Statutory Value of Real Property Owned by Housing Successor $3,599,615 Value of Loans and Notes Receivable $21,833,978 Total Value of Housing Successor Assets $25,433,593 VI. DESCRIPTION OF TRANSFERS The Housing Successor did not make any LMIHAF transfers to other Housing Successor(s) under Section 34176.1(c)(2) during the Fiscal Year. VII. PROJECT DESCRIPTIONS The Housing Successor does not receive or hold property tax revenue pursuant to the ROPS. VIII. STATUS OF COMPLIANCE WITH SECTION 33334.16 Section 34176.1 provides that Section 33334.16 does not apply to interests in real property acquired by the Housing Successor on or after February 1, 2012; however, this report presents a status update on the projects related to such real property. With respect to interests in real property acquired by the former redevelopment agency prior to February 1, 2012, the Housing Successor must initiate activities consistent with the development of the real property for the purpose for which it was acquired within five years of the date the DOF approved such property as a Housing Asset. The Housing Assets held by the Housing Successor in the LMIHAF were conclusively approved pursuant to Ruling on Petition for Writ of Mandate and Complaint for Declaratory and Injunctive Relief filed and endorsed on February 11, 2014. Page 5 of 8 DEVELOPMENT ACTIVITY ADDRESS OF PROPERTY DATE OF ACQUISITION DEADLINE TO INITIATE DEVELOPMENT ACTIVITY STATUS OF HOUSING SUCCESSOR ACTIVITY 84 E. Geary 10/30/07 February 11, 2019 DDA 86 E. Geary 11/18/75 February 11. 2019 DDA 66 E. Geary 10/23/75 February 11, 2019 DDA 23 E Florence 2/11/08 February 11,, 2019 DDA 29 E Florence 2/11/08 February 11, 2019 DDA 74 E Geary 9/2/77 February 11, 2019 DDA E Florence – APN 477-144-30T 10/21/03 February 11, 2019 DDA 2304 S Walnut 2/29/08 February 11, 2019 DDA 887 Fulton Street 2/28/07 February 11, 2019 PSA 835 Fulton Street 9/26/08 February 11, 2019 DDA 829 Fulton Street 5/26/10 February 11, 2019 DDA 1107 “B” Street 3/17/03 February 11, 2019 AHES; Development analysis 1511 “B” Street 10//7/05 February 11, 2019 AHES; Development analysis 1515 “B” Street 10/7/15 February 11, 2019 AHES; Development analysis California/Plumas – APN 477-121-05/06 5/16/07 February 11, 2019 AHES; Development analysis 130 W. Lemon 10//9/07 February 11, 2019 Adopted CAP/AHES 33 E Atchison 4/14/09 February 11, 2019 Feasibility analysis in progress 146 E Florence 9/15/06 February 11, 2019 Adopted CAP/AHES 3702 E Ventura 9/29/07 February 11, 2019 Feasibility analysis in progress Mono/G/F Street APN 467-073-05; 06; 07; 16; 467-081-16 2/24/09-7/13/10 February 11, 2019 AHES; Development analysis NPAHD - Non Profit Affordable Housing Developer; CAP - Consolidated Action Plan; PSA - Purchase/Sale Agreement in progress; AHES - Affordable Housing Element Site IX. DESCRIPTION OF OUTSTANDING OBLIGATIONS PURSUANT TO SECTION 33413 Replacement Housing: According to the former redevelopment agency’s 2010-15 REDEVELOPMENT AGENCY OF THE CITY OF FRESNO FIVE YEAR IMPLEMENTATION PLANS for the Merger No. 1; Merger No. Page 6 of 8 2; Central City Commercial; Freeway 99-Golden State Boulevard; Fresno Air Terminal; South Fresno Industrial; Airport Area; and the Southeast Fresno Redevelopment Project Areas and the 2007-2012 REDEVELOPMENT AGENCY OF THE CITY OF FRESNO FIVE YEAR IMPLEMENTATION PLAN for the Roeding Business Park Redevelopment Project Area , no Section 33413(a) replacement housing obligations were transferred to the Housing Successor. The former redevelopment agency’s Implementation Plans are posted on the former redevelopment agency’s website at http://www.fresnorda.com/. Inclusionary/Production Housing. According to the former redevelopment agency’s 2010-15 REDEVELOPMENT AGENCY OF THE CITY OF FRESNO FIVE YEAR IMPLEMENTATION PLANS for the Merger No. 1; Merger No. 2; Central City Commercial; Freeway 99-Golden State Boulevard; Fresno Air Terminal; South Fresno Industrial; Airport Area; and the Southeast Fresno Redevelopment Project Areas and the 2007-2012 REDEVELOPMENT AGENCY OF THE CITY OF FRESNO FIVE YEAR IMPLEMENTATION PLAN for the Roeding Business Park Redevelopment Project Area , no Section 33413(b) inclusionary/production housing obligations were transferred to the Housing Successor. The former redevelopment agency’s Implementation Plans are posted on the former redevelopment agency’s website at http://www.fresnorda.com/. X. EXTREMELY-LOW INCOME TEST Section 34176.1(a)(3)(B) requires that the Housing Successor must require at least 30% of the LMIHAF to be expended for development of rental housing affordable to and occupied by households earning 30% or less of the AMI. If the Housing Successor fails to comply with the Extremely-Low Income requirement in any five-year report, then the Housing Successor must ensure that at least 50% of the funds remaining in the LMIHAF be expended in each fiscal year following the latest fiscal year following the report on households earning 30% or less of the AMI until the Housing Successor demonstrates compliance with the Extremely-Low Income requirement. LMIHAF Program Income funds have been encumbered pursuant to development agreements. However, there were no LMIHAF housing development expenditures from January 1, 2014 through June 30, 2019. The next five-year reporting period will be FY 19/20 through FY 23/24. XI. SENIOR HOUSING TEST The Housing Successor is to calculate the percentage of units of deed-restricted rental housing restricted to seniors and assisted by the Housing Successor, the former redevelopment agency and/or the City within the previous 10 years in relation to the aggregate number of units of deed-restricted rental housing assisted by the Housing Successor, the former redevelopment agency and/or City within the same time period. If this percentage exceeds 50%, then the Housing Successor cannot expend future funds in the LMIHAF to assist additional senior housing units until the Housing Successor or City assists and construction has commenced on a number of restricted rental units that is equal to 50% of the total amount of deed-restricted rental units. Senior Housing Test July 1, 2012 – June 30, 2022 # of Assisted Senior Rental Units 39 # of Total Assisted Rental Units 425 Page 7 of 8 Senior Housing Percentage in Past 10 Years 9.2% Maximum Allowable 50% As the percentage of assisted affordable rental units for seniors constituted only 9.2% of all assisted affordable rental units in the past 10 years, this is far under the 50% threshold test, so the test is met. XII. EXCESS SURPLUS TEST Excess Surplus is defined in Section 34176.1(d) as an unencumbered amount in the account that exceeds the greater of one million dollars ($1,000,000) or the aggregate amount deposited into the account during the Housing Successor’s preceding four Fiscal Years, whichever is greater. The following provides the Excess Surplus test for the preceding four Fiscal Years: Preceding Four Fiscal Years FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 FY 2021/22 Beginning Balance $6,697,726.00 $8,169,836.56 $9,667,242.02 $7,021,569.38 $9,251,124.76 Add: Program Income Deposits (Loan Repayment, Rent and Property Sales) 851,560.90 1,132,492.80 144,281.86 1,648,643.87 603,174.30 Add: Program Income - 20% City/Agency Loan Payment Deposit 800,724.00 1,043,839.00 851,597.00 829,801.00 433,123.00 Add: Encumbered Funds Deposits Less: Program Income Expenditures (175,398.44) (314,552.45) (422,621.10) (234,909.56) (256,497.39) Less: Encumbered Enforceable Obligation Fund Expenditures* (4,775.90) (364,373.89) (18,930.40) (11,259.54) (29,710.63) Less: Encumbrances (7,645,040.45) (8,355,416.56) (5,136,486.16) (6,267,078.10) (6,917,367.47) Page 8 of 8 Unencumbered Balance $524,796.11 $1,311,825.46 $1,885,402.32 $2,986,767.05 $3,083,846.57 *Expenditures From Funds Encumbered by Enforceable Obligations which Transferred to the Housing Successor on February 1, 2012 in accordance with Health & Safety Code Section 34176(e)(2) and Affirmed by the Superior Court, County of Sacramento, Pursuant to Ruling on Petition for Writ of Mandate and Complaint for Declaratory and Injunctive Relief Filed/Endorsed on February 11, 2014. The LMIHAF does not have an Excess Surplus. The aggregate program income deposited into the account during the preceding four Fiscal Years is $7,302,940.43. The unencumbered amount of $3,083,846.57 does not exceed the aggregate amount deposited. XIII. HOMEOWNERSHIP UNITS The Housing Successor is to provide an inventory of homeownership units assisted by the former redevelopment agency or the housing successor that are subject to covenants or restrictions or to an adopted program that protects the former redevelopment agency’s investment of moneys from the Low and Moderate Income Housing Fund pursuant to subdivision (f) of Section 33334.3. A. Number of Homeownership Units as of 6/30/22 Number of Homeownership Units 58 B. Homeownership Units lost after February 1, 2012 Units Lost Reason for Loss 55 Loans paid off 356 Forgiven Loans 24 Loans written off due to foreclosure or short sale C. $485,901.79 of funds were returned to the housing successor during the Fiscal Year as part of an adopted program that protects the former redevelopment agency’s investment of moneys from the Low and Moderate Income Housing Fund. D. The housing successor has not contracted with an outside entity for the management of the single family homeownership loans. FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 ACTUALS ACTUALS ACTUALS ACTUALS ACTUALS ACTUALS ACTUALS ACTUALS ESTIMATE BUDGET (3/31/23) SOURCES OF FUNDS Beginning Cash Balance 739,437.70$ 1,771,523.56$ 3,191,899.93 4,206,189.26 5,683,075.72 7,544,855.07 4,918,112.83 7,161,648.14 7,941,448.04 5,740,634.60 Program Income - Loan Repayments 257,346.18 244,463.57 178,391.61 195,265.02 1,104,057.63 144,281.86 1,168,511.87 603,174.30 203,529.29 50,000.00 Program Income - NSP Program - - - - - Program Income - Purchase Option/Property Sales 653,063.83 65,659.00 655,195.88 (484.83) - - - - Program Income - Rent 3,600.00 3,600.00 6,025.00 1,100.00 (600.00) - - - - Program Income - Other - - 1,000.00 29,520.00 - - - 20,443.30 Program Income - Bond Proceeds 480,132.00 - - Loan from COF - Blackstone/McKinley - - - 20% City/Agency Loan Repayment 844,236.40 687,671.00 992,235.00 800,724.00 1,043,839.00 851,597.00 829,801.00 433,123.00 467,034.40 400,000.00 Program Project Expense - 329 College (26,000.00) Program Project Expense - Blackstone/McKinley (2,200,000.00) Program Project Expense - Florence/Walnut - Program Project Expense - 450 M Street (407,033.33) Program Project Expense - Annadale/Elm (3,200,000.00) - Program Income Expenses (73,096.72) (168,422.03) (229,021.28) (175,398.44) (314,552.45) (422,621.10) (234,909.56) (256,497.39) (258,787.10) Ending Cash Balance/Total Sources of Funds 1,771,523.56 3,191,899.93$ 4,206,189.26$ 5,683,075.72$ 7,544,855.07$ 4,918,112.83$ 7,161,648.14$ 7,941,448.04$ 5,740,634.60$ 6,190,634.60$ Less: Encumbered Funds - Blackstone/McKinley (1,500,000.00) (2,200,000.00) (2,200,000.00) (2,200,000.00) (2,200,000.00) (2,200,000.00) - Less: Encumbered Funds - Annadale/Elm (2,900,000.00) (3,500,000.00) (300,000.00) (300,000.00) (300,000.00) (300,000.00) (300,000.00) Less: Encumbered Funds - Loan Repayment - Blackstone/McKinley (474,750.00) (474,750.00) (474,750.00) (474,750.00) (474,750.00) - Less: Encumbered Funds - 329 N College (61,000.00) (61,000.00) (61,000.00) (61,000.00) (61,000.00) - - Less: Encumbered Funds - South Stadium (659,298.00) (659,298.00) - - Less: Encumbered Funds - Florence/Walnut (680,000.00) (730,000.00) (730,000.00) Less: Encumbered Funds - 450 M Street (662,486.00) (255,452.67) Less: Encumbered Funds - 1740 Van Ness (482,553.48)$ (482,553.48)$ (482,553.48)$ (482,553.48)$ Ending Unencumbered Cash Balance/Total Sources of Unencumbered Funds 2,706,189.26$ 522,075.72$ 1,309,105.07$ 1,882,362.83$ 2,984,046.66$ 3,083,846.56$ 3,090,845.12$ 4,422,628.45$ USES OF RESTRICTED UNENCUMBERED FUNDS: Administration (1): Personnel Salaries & Benefits 250,000.00$ Operations and Maintenance 325,000.00 Sub-Total - Administration 575,000.00$ Affordable Housing Development: Florence/Plumas, Mono/G, Fulton Income Target Requirements: Development of Affordable Housing-<30% AMI 30%1,154,288.54$ Development of Affordable Housing-30-60% AMI 30%-60%1,923,814.23 Development of Affordable Housing-60-80% AMI 60%-80%769,525.69 Sub-Total - Affordable Housing Development 3,847,628.45$ (1) Administrative Allowance pursuant to California Health & Safety Code Section 34176.1(a). HOUSING SUCCESSOR TO THE REDEVELOPMENT AGENCY OF THE CITY OF FRESNO FY23-24 PROGRAM INCOME FUNDS BUDGET 5/31/2023 Total Amounts Paid Through ROPS 22-23Feb - JunACT/BUD 3/31 BALANCE ROPS 23-24Total ROPS I ROPS II ROPS III ROPS 13-14 ROPS 14-15 ROPS15-16 ROPS16-17 ROPS17-18 ROPS18-19 ROPS19-20 ROPS 20-21 ROPS 21-22 ROPS 22-23 REMAINING BUDGET BalanceHotel Frezno, LLC1,960,054.03 (5,212.85) (5,955.42) - - - - (889,928.23) - (360,155.89) - (7,041.58) (25,492.67) (656,009.86) 10,257.53 (1,538.63) 8,718.90 TFS Invesments, LLC - Fultonia West480,832.59 (3,712.85) (5,355.42) (17,221.44) - (435,000.00) - - - - - - - - 19,542.88 (2,931.43) 16,611.45 FFDA Properties, LLC - L Street775,195.98 (6,188.10) (11,325.70) (17,221.44) (480,000.00) (240,000.00) - - - - - - - - 20,460.74 (3,069.11) 17,391.63 FFDA Properties, LLC - 1612 Fulton Street698,338.21 (6,188.10) (444,657.70) (233,887.44) - - - - - - - - - - 13,604.97 (2,040.75) 11,564.22 FFDA Properties, LLC - 1608 Broadway1,261,657.90 (6,188.10) (11,325.70) (17,221.44) (400,000.00) (400,000.00) (400,000.00) - - - - - - - 26,922.66 (4,038.40) 22,884.26 FFDA Properties, LLC - 1636-1660 Broadway1,941,162.85 (6,188.10) (481,325.70) (17,221.44) (470,000.00) (470,000.00) (470,000.00) - - - - - - - 26,427.61 (3,964.14) 22,463.47 FFDA Properties, LLC - Fulton & Calaveras3,560,043.66 (6,188.10) (1,261,325.70) (17,221.44) - (750,000.00) (750,000.00) (750,000.00) - - - - - - 25,308.42 (3,796.26) 21,512.16 Edison Plaza Partners, L.P.5,699,129.65 (7,306.23) (5,988.87) (4,188.09) - - (5,655,000.00) - - - - - - - 26,646.46 (3,996.97) 22,649.49 Infill (eg. HFH)47,585.64 - - - - (24,013.00) - - - - - - - - 23,572.64 (3,445.90) 20,126.74 Property Maintenance (eg. FCEOC)363,428.64 - - - - - (2,720.39) - - - - - - - 360,708.25 (54,106.24) 306,602.01 Compliance Monitoring (eg. Compliance Services303,762.00 - - - - (47,070.00) (615.00) - - - - - - - 256,077.00 (38,411.55) 217,665.45 Affordable Housing Report, Audit 210,000.00 - - - - - - - - - - - - - 210,000.00 (31,500.00) 178,500.00 Property Based Improvement District 136,407.44 - - (2,298.14) (2,298.17) (4,596.46) (4,633.14) (4,633.14) (4,775.90) (4,218.00) (18,930.40) (4,217.96) (4,217.96) (4,652.30) 76,935.87 (11,540.38) 65,395.49 Prop Disp, Demo, Remediation, Infrastructure 442,785.04 - - (20,489.92) (22,245.77) (51,211.30) (4,450.00) (41,749.25) - - - - - - 302,638.80 (45,395.82) 257,242.98 17,880,383.63$ (47,172.43) (2,227,260.21) (346,970.79) (1,374,543.94) (2,421,890.76) (7,287,418.53) (1,686,310.62) (4,775.90) (364,373.89) (18,930.40) (11,259.54) (29,710.63) (660,662.16) 1,399,103.83 (209,775.57) 1,189,328.26$ Housing Asset Transfer Enforceable Obligations - Housing Asset Transfer Extremely Low (30% or less of AMI) Very Low (60% or less of AMI) Lower (80% or less of AMI) Moderate (120% or less of AMI)Total Hotel Fresno $456,962 $505,063 $913,924 -$1,900,000 Fultonia West -$870,000 --$870,000 L Street ---$1,440,000 $1,440,000 1612 Fulton ---$1,900,000 $1,900,000 1608 Broadway ---$1,600,000 $1,600,000 1636-1660 Broadway ---$1,880,000 $1,880,000 Fulton/Calaveras ---$3,500,000 $3,500,000 Edison Plaza --$5,665,000 -$5,665,000 sub-total $456,962 $1,375,063 $6,578,924 $10,320,000 $18,755,000 Program Income Funds 30%60%80%120%Total Annadale - Senior Housing $984,615 $2,215,385 --$3,200,000 Annadale - Single Family -$90,000 $210,000 -$300,000 Blackstone/McKinley $2,200,000 ---$2,200,000 329 N College --$26,000 -$26,000 473 N Glenn $25,000 ---$25,000 Walnut & Florence -$730,000 --$730,000 1740 Van Ness --$482,553 -$482,553 450 M Street --$662,486 -$662,486 Heritage Estates -$1,200,000 $0 -$1,200,000 sub-total $3,209,615 $4,235,385 $1,381,039 $0 $8,826,039 36.4%48.0%15.6%0.0%100.0% TOTAL $3,666,577 $5,610,448 $7,959,963 $10,320,000 $27,581,039 30% 60% 80% 120% Total Affordable Units MR Total Units (including Market Rate) Hotel Fresno 19 21 38 -78 1 79 Fultonia West -30 --30 15 45 L Street ---9 9 19 28 1612 Fulton ---12 12 18 30 1608 Broadway ---19 19 -19 1636-1660 Broadway ---12 12 15 27 Fulton/Calaveras ---21 21 41 62 Edison Plaza --118 -118 -118 Annadale - Senior Housing 12 27 --39 -39 Annadale - Single Family -6 14 -20 -20 Blackstone/McKinley 18 69 --87 1 88 329 N College --1 -1 -1 473 N Glenn 1 ---1 -1 Walnut & Florence -14 --14 -14 1740 Van Ness --6 -6 22 28 450 M Street*-2 1 3 -3 Heritage Estates -22 11 -33 -33 *including FRC sources TOTAL 50 189 190 74 503 132 635 30%60%80%120% Hotel Fresno $24,051 $24,051 $24,051 - Fultonia West -$29,000 -- L Street ---$160,000 1612 Fulton ---$158,333 1608 Broadway ---$84,211 1636-1660 Broadway ---$156,667 Fulton/Calaveras ---$166,667 Edison Plaza --$48,008 - Annadale - Senior Housing $82,051 $82,051 -- Annadale - Single Family -$15,000 $15,000 - Blackstone/McKinley $122,222 --- 329 N College --$26,000 - 473 N Glenn $25,000 --- Walnut & Florence -$52,143 -- 1740 Van Ness --$80,426 - 450 M Street --$331,243 - Heritage Estates -$54,545 -- **other funding sources not included Affordable Housing Development - Average HSA Contribution per Unit** Overview - Affordable Housing Development HSA 2012-2023 Affordable Housing Development Expenditures by Income Target Requirements Affordable Housing Units by Income Level City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-854 Agenda Date:6/8/2023 Agenda #: REPORT TO THE CITY COUNCIL SUBJECT Appearance by Mary Padilla to discuss who we are representing. (District 2 Resident) City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 NO SHOW From:Mary Padilla To:Clerk Agendas Subject:Request to Speak Before the Fresno City Council Date:Tuesday, May 16, 2023 11:56:40 AM External Email: Use caution with links and attachments Name:Mary Padilla Address District District 2 Phone Email Date You Wish to Speak Before the City Council June 8, 2023 Topic/Subject Who are we representing? IP Address 198.200.238.254 User-Agent (Browser/OS)Google Chrome 112.0.0.0 / Windows Referrer https://www.fresno.gov/cityclerk/boards- commissions/request-to-speak-council/ City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-914 Agenda Date:6/8/2023 Agenda #: REPORT TO THE CITY COUNCIL SUBJECT Adoption of the Central Southeast Specific Plan (CSESP) City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 CONTINUED TO JUNE 15, 2023 AT 10:05 AM. City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-913 Agenda Date:6/8/2023 Agenda #: REPORT TO THE CITY COUNCIL FROM:JENNIFER K. CLARK, Director Planning and Development Department BY:PHILLIP SIEGRIST, Planning Manager Development Services Division SUBJECT HEARING to Consider Plan Amendment and Rezone Application No. P22-00507, Development Permit Application No. P22-00505, and related Environmental Assessment No. P22-00507/P22- 00505 pertaining to ±1.23 acres of property located on the west side of North Sugar Pine Avenue between West Fir Avenue and West Beechwood Avenues. (Council District 2) - Planning & Development Department. 1. ADOPT the Mitigated Negative Declaration as prepared for Environmental Assessment No. P22-00505/P22-00507, dated December 9, 2022, for the proposed project pursuant to the State of California Environmental Quality Act (CEQA); and, 2. RESOLUTION - Approving Plan Amendment Application No. P22-00507, requesting authorization to amend the Fresno General Plan to change the planned land use designation for the subject property from Residential - Medium Density (±1.23 acres) to Commercial - General (±1.23 acres); and, 3. BILL - (For introduction and adoption) - Approving Rezone Application No. P22-00507, requesting authorization to amend the Official Zoning Map of the City of Fresno to rezone the subject property from the RS-5 (Residential Single Family, Medium Density) (±1.23 acres) zone district to the CG (Commercial - General) (±1.23 acres) zone district in accordance with the Plan Amendment Application; and 4. APPROVE - Development Permit Application No. P22-00505, requesting authorization to construct an 11,664-square-foot medical clinic and associated parking, circulation, and infrastructure improvements on the approximately 1.23-acre site, subject to compliance with Conditions of Approval dated March 1, 2023. City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 CONTINUED TO JUNE 15, 2023 AT 10:10 AM City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-912 Agenda Date:6/8/2023 Agenda #: 3.-A. REPORT TO THE CITY COUNCIL FROM:SANTINO DANISI, MBA, City Controller/Finance Director BY:COURTNEY ESPINOZA, Business Manager Finance Department, Grants Management Unit SUBJECT Approve a grant agreement with Bakman Water Company allocating up to $2,700,000 in American Rescue Plan Act (ARPA) funding for the construction of water infrastructure necessary to meet safety standards and fire suppression requirements for the development of affordable housing at the Fancher Creek Town Center development. RECOMMENDATION Staff recommends Council approve an agreement with Bakman Water Company allocating $2,700,000 in ARPA funding to fund water infrastructure to meet fire suppression requirements related to the Fancher Creek Town Center (FCTC) development; and authorize the City Manager to execute agreements, amendments and modifications pertaining to this grant program. EXECUTIVE SUMMARY Staff recommends Council approve an agreement with Bakman Water Company allocating $2,700,000 in ARPA funding for water infrastructure to meet fire suppression requirements related to the Fancher Creek Town Center development that was previously approved by Council on April 27, 2023. Bakman Water Company shall utilize the funding to construct water infrastructure to meet safety standards for the affordable housing and commercial developments. BACKGROUND In 2021, the City of Fresno was awarded American Rescue Plan Act funding in the amount of $170,808,029. Of this funding $2,700,000 was identified in a resolution passed by Council on April 27, 2023 to provide funding for water infrastructure within the Fancher Creek Town Center development. This site currently does not have the necessary infrastructure in place to meet fire suppression standards for the two affordable housing developments currently under construction. Bakman Water Company will utilize this funding to complete water infrastructure construction for the two affordable housing complexes located on site and will begin to provide much needed affordable housing for residents in Southeast Fresno. The water infrastructure project will consist of the construction of a 600,000-gallon, ground level steel storage tank on a vacant lot with a booster pump City of Fresno Printed on 6/2/2023Page 1 of 3 powered by Legistar™ 06/08/2023 NEW FILE ID 23-960 REMOVED FROM AGENDA & TABLED TO JUNE 15, 2023 File #:ID 23-912 Agenda Date:6/8/2023 Agenda #: 3.-A. construction of a 600,000-gallon,ground level steel storage tank on a vacant lot with a booster pump station. The contribution contemplated herein shall be utilized exclusively for the fulfillment of the mentioned health and safety related condition of approval in the best interests of the citizens of the City,to protect the public health,safety and welfare and would be exempted from the Better Business Act (Council Resolution No. 2009-118). Pursuant to Fresno City Resolution No.2023-112,a condition precedent to any distribution of funds by the City to Bakman Water Company requires that the Developer,Fancher Creek Town Center Senior,LP,must annex the FCTC project into the appropriate Community Facilities District to fund the maintenance and other eligible services pertaining the landscaping,streets,and other public infrastructure. ENVIRONMENTAL FINDING Staff performed an Environmental Assessment for Development Permit No.P21-02251,dated December 9,2021,a determination that the proposed water infrastructure project is categorically exempt from the California Environmental Quality Act (CEQA)pursuant to Section 15332/Class 32 (In -fill Development Projects). Pursuant to Section 15332, staff determined that: (a)The project is consistent with the applicable general plan designation and all applicable general plan policies as well as with applicable zoning designation and regulations. (b)The proposed development occurs within city limits on a project site of no more than five acres substantially surrounded by urban uses. (c) The project site has no value, as habitat for endangered, rare or threatened species. (d)Approval of the project would not result in any significant effects relating to traffic,noise,air quality, or water quality. (e) The site can be adequately served by all required utilities and public services. Further,it was determined that none of the exceptions to the exemptions set forth in CEQA Guidelines section 15300.2 apply to this project.The EA prepared for this project was adopted in conjunction with the Planning Director’s approval of Development Permit No.P21-02251.An NOE was filed with the Fresno County Clerk on September 1, 2022. The proposed discretionary action,approval of a grant agreement with Bakman Water Company allocating $2,700,000 in ARPA funding for the construction of water infrastructure necessary to meet safety standards and fire suppression requirements,is to provide funding for the water infrastructure project previously approved with the issuance of Development Permit No. P21-02251. The proposed water infrastructure project has not changed since the prior approval and as such no further assessment under CEQA is required at this time. LOCAL PREFERENCE This organization has been previously approved by Council. FISCAL IMPACT City of Fresno Printed on 6/2/2023Page 2 of 3 powered by Legistar™ File #:ID 23-912 Agenda Date:6/8/2023 Agenda #: 3.-A. This program will be funded through American Rescue Plan Act funding and will not impact the general fund. Attachments: ARPA Agreement with Bakman Water Company Environmental Assessment for Development Permit No. P21-02251 City of Fresno Printed on 6/2/2023Page 3 of 3 powered by Legistar™ City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-923 Agenda Date:6/8/2023 Agenda #: 4.-A. REPORT TO THE CITY COUNCIL FROM:GARRY BREDEFELD, Councilmember District 6 TYLER MAXWELL, Council President District 4 MIKE KARBASSI, Councilmember District 2 SUBJECT Resolution - Naming the Fresno Police Department Regional Training Center the “Jerry P. Dyer Regional Police Training Center” RECOMMENDATION Attachment: Resolution City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 JUNE 15, 2023 TABLED TO 1 of 2 Date Adopted: Date Approved: Effective Date: City Attorney Approval: ______ Resolution No. ____________ RESOLUTION NO. ____________ A RESOLUTION OF THE COUNCIL OF THE CITY OF FRESNO, CALIFORNIA, NAMING THE “JERRY P. DYER REGIONAL POLICE TRAINING CENTER” WHEREAS, the Regional Police Training Center at 6375 West Central Avenue in Fresno does not currently have a formal designation; and WHEREAS, Mayor Jerry P. Dyer is a lifelong Central Valley and Fresno native who has dedicated his life to serve this community; and WHEREAS, Mayor Dyer was first sworn in as a Fresno Police Department officer on May 1, 1979; and WHEREAS, Mayor Dyer served as Fresno’s Police Chief for 18 years; the longest tenure in Fresno’s history; and WHEREAS, Mayor Dyer served as the President of the California Police Chief’s Association in 2008; and WHEREAS, Mayor Dyer was elected Mayor of Fresno in 2020; and WHEREAS, Mayor Dyer has made it his mission in life to keep the residents of the City of Fresno safe and create unity in our community under the One Fresno philosophy; and WHEREAS, Mayor Dyer has prioritized Downtown revitalization, youth leadership, beautifying Fresno, and public safety. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Fresno as follows: 2 of 2 1. The Police Training Center at 6375 West Central Avenue in Fresno shall hereafter be named the “Jerry P. Dyer Regional Police Training Center”. 2. That this resolution is exempt from the 2020-272 Council Resolution requiring review by the Historic Preservation Commission. 3. This resolution shall be effective upon final approval. * * * * * * * * * * * * * * STATE OF CALIFORNIA ) COUNTY OF FRESNO ) ss. CITY OF FRESNO ) I, TODD STERMER, City Clerk of the City of Fresno, certify that the foregoing resolution was adopted by the Council of the City of Fresno, at a regular meeting held on the day of 2023. AYES : NOES : ABSENT : ABSTAIN : Mayor Approval: , 2023 Mayor Approval/No Return: , 2023 Mayor Veto: , 2023 Council Override Vote: , 2023 TODD STERMER, CMC City Clerk By: Deputy Date APPROVED AS TO FORM: ANDREW JANZ City Attorney By: Andrew Janz Date City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-906 Agenda Date:6/8/2023 Agenda #: 5.-A. CLOSED SESSION ITEM June 8, 2023 SUBJECT CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) Lester Renard Parham, Sr. v. City of Fresno, et al; Fresno Superior Court Case No.: 22CECG00243 City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 DISCUSSED, NO ACTION REPORTED City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-907 Agenda Date:6/8/2023 Agenda #: 5.-B. CLOSED SESSION ITEM June 8, 2023 SUBJECT CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) Henry Torres v. City of Fresno; Fresno Superior Court Case No.: 22CECG00596 City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 DISCUSSED, NO ACTION REPORTED City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-908 Agenda Date:6/8/2023 Agenda #: 5.-C. CLOSED SESSION ITEM June 8, 2023 SUBJECT CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION Government Code Section 54956.9, subdivision (d)(1) Case Name(s): City of Fresno v. Shell Oil Company, et al.; San Francisco Superior Court Case No. CGC-22-600974 City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 DISCUSSED, NO ACTION REPORTED City of Fresno Staff Report 2600 Fresno Street Fresno, CA 93721 www.fresno.gov File #:ID 23-922 Agenda Date:6/8/2023 Agenda #: 5.-D. CLOSED SESSION ITEM SUBJECT CONFERENCE WITH LABOR NEGOTIATORS - Government Code Section 54957.6 City Negotiators: TJ Miller Employee Organizations: 1. International Union of Operating Engineers, Stationary Engineers, Local 39 (Local 39); 2. Fresno City Employees Association (FCEA); 3. Fresno Police Officers Association (FPOA Basic), Unit 4; 4. International Association of Firefighters, Local 753, Unit 5 (Fire Basic); 5. Amalgamated Transit Union, Local 1027 (ATU); 6. International Brotherhood of Electrical Workers, Local 100 (IBEW); 7. Fresno Police Officers Association (FPOA Management); 8. International Association of Firefighters, Local 753, Unit 10 (Fire Management); 9. City of Fresno Professional Employees Association (CFPEA); 10. City of Fresno Management Employees Association (CFMEA); 11. Operating Engineers, Local Union No. 3, Fresno Airport Public Safety Supervisors (FAPSS); 12. Operating Engineers, Local Union No. 3, Fresno Airport Public Safety Officers (FAPSO) City of Fresno Printed on 6/2/2023Page 1 of 1 powered by Legistar™ 06/08/2023 DISCUSSED, NO ACTION REPORTED